Pensions Analyst (Accounts & Member Data) Location: Crawley Salary: 37,000 plus 7.5% bonus Contract: Permanent Closing date: 09/08/2026 Are you an analytical pensions or finance professional who enjoys working with complex data, improving controls and turning information into clear insight? UK Power Networks is looking for a Pensions Analyst to join our in-house pensions team and support the accuracy, validity and reporting of member, scheme and financial data. Reporting to the Pensions Project Manager within the Human Resources directorate, you will play a key role in preparing pension scheme accounts, producing management information and supporting high-quality reporting across member benefit data. You will work with internal teams and external partners including Finance, HR, Payroll, administrators, actuaries, auditors, custodians and investment managers. You will help prepare quarterly pension scheme management accounts, analyse and validate member data, support actuarial valuations and accounting disclosures, and identify trends, anomalies and opportunities to improve data quality. You will also contribute to governance, regulatory compliance, audit trails, data controls and continuous improvement activity across reporting and reconciliation processes. This is a great opportunity to apply your pensions, accounting and data analysis experience in a role where accuracy, insight and collaboration really matter. You will be trusted to investigate data issues, present findings to non-technical stakeholders and support decision-making through clear, reliable reporting. Permanent role based in Crawley, with blended working available after probation: 3 days in the office and 2 days remote. 37,000 salary plus 7.5% bonus. 25 days annual leave plus bank holidays. Personal Pension Plan with UK Power Networks contributions of 8% or 10% depending on your contribution rate. Access to benefits including Cycle to Work, Home & Tech, Green Car Leasing, discounted gym membership, Employee Assistance Programme and retailer discounts. You will bring experience from pensions, finance, accounting or a related analytical environment, along with advanced Excel skills and the ability to work confidently with large datasets. Knowledge of SQL-based languages, data validation, reconciliation, reporting tools such as Power BI and pension scheme structures will help you succeed. Experience with DB/DC schemes, SAP, Aviary, Pensions Office, APIs or pension scheme accounting requirements would be beneficial. If you are methodical, proactive and confident turning complex data into meaningful insight, we would like to hear from you. Apply by 09/08/2026 to join UK Power Networks as a Pensions Analyst and help strengthen the quality, integrity and reporting of our pensions data. For more information and to view the full job description please click apply! If you have any queries in connection to this vacancy or your application, please contact us at quoting the vacancy reference number and a member of the team will get in touch with you as soon as possible.
Aug 02, 2026
Full time
Pensions Analyst (Accounts & Member Data) Location: Crawley Salary: 37,000 plus 7.5% bonus Contract: Permanent Closing date: 09/08/2026 Are you an analytical pensions or finance professional who enjoys working with complex data, improving controls and turning information into clear insight? UK Power Networks is looking for a Pensions Analyst to join our in-house pensions team and support the accuracy, validity and reporting of member, scheme and financial data. Reporting to the Pensions Project Manager within the Human Resources directorate, you will play a key role in preparing pension scheme accounts, producing management information and supporting high-quality reporting across member benefit data. You will work with internal teams and external partners including Finance, HR, Payroll, administrators, actuaries, auditors, custodians and investment managers. You will help prepare quarterly pension scheme management accounts, analyse and validate member data, support actuarial valuations and accounting disclosures, and identify trends, anomalies and opportunities to improve data quality. You will also contribute to governance, regulatory compliance, audit trails, data controls and continuous improvement activity across reporting and reconciliation processes. This is a great opportunity to apply your pensions, accounting and data analysis experience in a role where accuracy, insight and collaboration really matter. You will be trusted to investigate data issues, present findings to non-technical stakeholders and support decision-making through clear, reliable reporting. Permanent role based in Crawley, with blended working available after probation: 3 days in the office and 2 days remote. 37,000 salary plus 7.5% bonus. 25 days annual leave plus bank holidays. Personal Pension Plan with UK Power Networks contributions of 8% or 10% depending on your contribution rate. Access to benefits including Cycle to Work, Home & Tech, Green Car Leasing, discounted gym membership, Employee Assistance Programme and retailer discounts. You will bring experience from pensions, finance, accounting or a related analytical environment, along with advanced Excel skills and the ability to work confidently with large datasets. Knowledge of SQL-based languages, data validation, reconciliation, reporting tools such as Power BI and pension scheme structures will help you succeed. Experience with DB/DC schemes, SAP, Aviary, Pensions Office, APIs or pension scheme accounting requirements would be beneficial. If you are methodical, proactive and confident turning complex data into meaningful insight, we would like to hear from you. Apply by 09/08/2026 to join UK Power Networks as a Pensions Analyst and help strengthen the quality, integrity and reporting of our pensions data. For more information and to view the full job description please click apply! If you have any queries in connection to this vacancy or your application, please contact us at quoting the vacancy reference number and a member of the team will get in touch with you as soon as possible.
Finance Administrator (12-Month Fixed-Term Contract) Salary: £33,000 - £35,000 per annum Location: Southwest London Working Hours: Monday to Friday, 8:00am - 4:30pm (Office Based) An established international organisation is seeking a Finance Administrator to join its collaborative finance department on a 12-month fixed-term contract. This position is ideal for someone with previous administration or finance support experience who is looking to broaden their knowledge within a busy accounting environment. Working alongside the Accounts Payable & Receivable Manager, you will play an important role in ensuring the smooth day-to-day running of the finance function. The role offers exposure to a variety of accounting activities, making it an excellent opportunity for someone looking to develop a long-term career in finance. Experience working with SAP Business One or another ERP system similar to SAP would be an advantage but is not essential. The business is known for its welcoming culture, investment in employee development, and strong focus on wellbeing, offering an environment where employees are encouraged to build lasting careers. Key Responsibilities of the Finance Administrator Process supplier invoices accurately and ensure they are entered into the finance system within agreed timescales. Assist with reconciling supplier and customer accounts, investigating and resolving any discrepancies. Set up and maintain supplier and customer records, ensuring all account information remains current and accurate. Update customer details, including contact information, payment terms and account data. Provide administrative support across both Accounts Payable and Accounts Receivable functions, including invoice processing and coding. Process company credit card transactions and employee expense claims. Monitor shared finance inboxes, responding to routine queries and directing more complex issues to the appropriate team members. Support credit control activities by contacting customers regarding overdue payments and escalating outstanding balances where necessary. Liaise with Customer Service and other internal departments to resolve finance-related queries and assist with order processing. Skills & Experience Previous experience within a finance administration, accounts administration or office administration role. Knowledge of Accounts Payable and Accounts Receivable processes would be beneficial. Experience using SAP Business One or another ERP/accounting system is desirable. A basic accounting qualification, or working towards one, would be advantageous. Confident user of Microsoft Office, particularly Excel. Strong organisational skills with excellent attention to detail. Effective communication skills and the ability to work well within a team. Able to prioritise workloads and meet deadlines in a fast-paced environment. What's on Offer Salary of £33,000-£35,000. 20 days' annual leave plus bank holidays. Company pension scheme. Private medical insurance. Cycle to Work Scheme. Casual dress policy. Employee Benefit Hub. Complimentary Breakfast Club. Ongoing training and opportunities for career progression. The recruitment process consists of a face-to-face interview at the company's Southwest London offices.
Aug 02, 2026
Contractor
Finance Administrator (12-Month Fixed-Term Contract) Salary: £33,000 - £35,000 per annum Location: Southwest London Working Hours: Monday to Friday, 8:00am - 4:30pm (Office Based) An established international organisation is seeking a Finance Administrator to join its collaborative finance department on a 12-month fixed-term contract. This position is ideal for someone with previous administration or finance support experience who is looking to broaden their knowledge within a busy accounting environment. Working alongside the Accounts Payable & Receivable Manager, you will play an important role in ensuring the smooth day-to-day running of the finance function. The role offers exposure to a variety of accounting activities, making it an excellent opportunity for someone looking to develop a long-term career in finance. Experience working with SAP Business One or another ERP system similar to SAP would be an advantage but is not essential. The business is known for its welcoming culture, investment in employee development, and strong focus on wellbeing, offering an environment where employees are encouraged to build lasting careers. Key Responsibilities of the Finance Administrator Process supplier invoices accurately and ensure they are entered into the finance system within agreed timescales. Assist with reconciling supplier and customer accounts, investigating and resolving any discrepancies. Set up and maintain supplier and customer records, ensuring all account information remains current and accurate. Update customer details, including contact information, payment terms and account data. Provide administrative support across both Accounts Payable and Accounts Receivable functions, including invoice processing and coding. Process company credit card transactions and employee expense claims. Monitor shared finance inboxes, responding to routine queries and directing more complex issues to the appropriate team members. Support credit control activities by contacting customers regarding overdue payments and escalating outstanding balances where necessary. Liaise with Customer Service and other internal departments to resolve finance-related queries and assist with order processing. Skills & Experience Previous experience within a finance administration, accounts administration or office administration role. Knowledge of Accounts Payable and Accounts Receivable processes would be beneficial. Experience using SAP Business One or another ERP/accounting system is desirable. A basic accounting qualification, or working towards one, would be advantageous. Confident user of Microsoft Office, particularly Excel. Strong organisational skills with excellent attention to detail. Effective communication skills and the ability to work well within a team. Able to prioritise workloads and meet deadlines in a fast-paced environment. What's on Offer Salary of £33,000-£35,000. 20 days' annual leave plus bank holidays. Company pension scheme. Private medical insurance. Cycle to Work Scheme. Casual dress policy. Employee Benefit Hub. Complimentary Breakfast Club. Ongoing training and opportunities for career progression. The recruitment process consists of a face-to-face interview at the company's Southwest London offices.
Salary: £35,000 - £45,000 per annum (Negotiable DOE) Hours: Monday to Friday, 8:00am - 4:30pm Location: Office-based, Chesterfield Benefits: Annual bonus scheme Lunch provided x3 times per week Company laptop and mobile phone Pension scheme (auto-enrolment) On-site parking 23 Days Holiday + 8 Days Bank Holiday, Rising to 25 Days next year The Opportunity An exciting opportunity has arisen for an experienced Executive Assistant to support a driven and commercially focused Managing Director within a growing SME. This role has been created as part of wider growth plans and investment in strengthening the leadership team. This position offers genuine variety, visibility, and autonomy and is ideal for someone who enjoys being at the heart of a business, supporting senior leadership, and playing a key role in enabling strategic progress. The Role Reporting directly to the Managing Director, you will provide high-level, confidential, and proactive support, enabling them to focus on business strategy and growth initiatives. You will act as a trusted right-hand support, ensuring the smooth day-to-day running of the MD's activity and wider operations. Key responsibilities include: Diary & inbox management , including prioritising meetings, travel arrangements, and key commitments Meeting coordination , preparation of agendas, minute-taking, and tracking actions Document and presentation preparation , producing reports, proposals, and presentations to a high standard Support of a small number of key client accounts , including booking meetings, preparing quotations, CRM updates, and pipeline management Stakeholder liaison , acting as a professional point of contact for internal teams and external partners Confidential administration , handling sensitive information with discretion Operational and office support , assisting across wider business functions as required HR duties, providing proactive support to senior leadership by independently researching HR policies, and people-related matters, leveraging third-party HR providers where appropriate. Demonstrate initiative, critical thinking, and a solutions-focused approach by investigating issues, gathering relevant information, and presenting well-informed recommendations to support effective decision-making Requirements This role would suit a confident, organised, and proactive EA who thrives in a fast-paced SME environment and enjoys working closely with senior leadership. You will ideally have: Proven experience as an Executive Assistant, Personal Assistant, or senior administrator supporting senior leaders Exceptional organisational and time-management skills Strong written and verbal communication abilities High levels of discretion, professionalism, and integrity Confidence managing multiple priorities and working under pressure Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) A "can-do" attitude , with honesty, loyalty, adaptability, and accountability Experience within an SME environment and exposure to broader business operations would be highly advantageous. Why Apply? Direct exposure to an experienced Managing Director Opportunity to grow with a business on an ambitious growth journey Supportive, close-knit working environment If you're looking for a role where you can truly make an impact and become an integral part of a leadership team, this could be an excellent next step.
Aug 01, 2026
Full time
Salary: £35,000 - £45,000 per annum (Negotiable DOE) Hours: Monday to Friday, 8:00am - 4:30pm Location: Office-based, Chesterfield Benefits: Annual bonus scheme Lunch provided x3 times per week Company laptop and mobile phone Pension scheme (auto-enrolment) On-site parking 23 Days Holiday + 8 Days Bank Holiday, Rising to 25 Days next year The Opportunity An exciting opportunity has arisen for an experienced Executive Assistant to support a driven and commercially focused Managing Director within a growing SME. This role has been created as part of wider growth plans and investment in strengthening the leadership team. This position offers genuine variety, visibility, and autonomy and is ideal for someone who enjoys being at the heart of a business, supporting senior leadership, and playing a key role in enabling strategic progress. The Role Reporting directly to the Managing Director, you will provide high-level, confidential, and proactive support, enabling them to focus on business strategy and growth initiatives. You will act as a trusted right-hand support, ensuring the smooth day-to-day running of the MD's activity and wider operations. Key responsibilities include: Diary & inbox management , including prioritising meetings, travel arrangements, and key commitments Meeting coordination , preparation of agendas, minute-taking, and tracking actions Document and presentation preparation , producing reports, proposals, and presentations to a high standard Support of a small number of key client accounts , including booking meetings, preparing quotations, CRM updates, and pipeline management Stakeholder liaison , acting as a professional point of contact for internal teams and external partners Confidential administration , handling sensitive information with discretion Operational and office support , assisting across wider business functions as required HR duties, providing proactive support to senior leadership by independently researching HR policies, and people-related matters, leveraging third-party HR providers where appropriate. Demonstrate initiative, critical thinking, and a solutions-focused approach by investigating issues, gathering relevant information, and presenting well-informed recommendations to support effective decision-making Requirements This role would suit a confident, organised, and proactive EA who thrives in a fast-paced SME environment and enjoys working closely with senior leadership. You will ideally have: Proven experience as an Executive Assistant, Personal Assistant, or senior administrator supporting senior leaders Exceptional organisational and time-management skills Strong written and verbal communication abilities High levels of discretion, professionalism, and integrity Confidence managing multiple priorities and working under pressure Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) A "can-do" attitude , with honesty, loyalty, adaptability, and accountability Experience within an SME environment and exposure to broader business operations would be highly advantageous. Why Apply? Direct exposure to an experienced Managing Director Opportunity to grow with a business on an ambitious growth journey Supportive, close-knit working environment If you're looking for a role where you can truly make an impact and become an integral part of a leadership team, this could be an excellent next step.
Job Title: ICT Enterprise Specialist Location: Bridgend Salary: £47,046 - £54,696 per annum Job Type: Full Time, Permanent Working Hours: 37 hours per week Closing Date: 31/07/2026, 15:00 Are you looking for your next career step? Do you want to be a part of an Innovative Organisation? About us: South Wales Police is the largest police force in Wales, serving a population of approximately 1.3 million people across an area of 2,117 square miles. We are dedicated to keeping our communities safe and secure, and we rely on cutting-edge technology to support our operations. We have recently invested heavily in our ICT department with exciting new projects and opportunities funded by significant investment. We are going through a period of significant growth and technological change, there has never been a better time to join! The role: We are seeking a highly skilled and motivated Enterprise Systems Specialist. As an Enterprise Systems Specialist, you will be responsible for managing enterprise systems including servers, storage, and visualised platforms. Within the role, you may supervise junior ICT Specialists, and you will play a crucial role in ensuring service availability, security and standards compliance as well as driving process improvements and enhancing system performance. Key duties: Implement, configure and maintain enterprise systems. Design and deploy server infrastructure, including physical and virtual servers. Oversee server and storage performance tuning, patch management and firmware upgrades. Develop and maintain documentation for enterprise systems processes and procedures Collaborate with cross-functional teams to identify and solve system issues. Develop and maintain security protocols for enterprise systems Plan and execute disaster recovery and business continuity procedures. To provide IT specialist advice to business users and IT peers for your specialist technological area Manage Technical Staff within your technical area About you: Must be qualified to Degree level standard or be able to demonstrate equivalent skills and abilities. Experience of designing, implementing and technically leading on some of the following areas: Enterprise Systems Management, Monitoring, especially Microsoft Systems Centre Operations Manager or Azure Monitor HP Server hardware support Cloud Computing, especially Microsoft Azure Enterprise Unified Communications, especially Microsoft Exchange, Exchange On-Line, Microsoft Teams. Device Management Systems, especially Microsoft Systems Centre Configuration Manager/Intune Datacentre environments including Power Management, Air Conditioning, Security, Networking, Enterprise Security In depth knowledge of storage area networks (SAN), Network attached storage (NAS) and backup and recovery technologies. Expertise in server infrastructure design and deployment Experience with virtualization platforms such as VMware or Citrix Strong troubleshooting and problem-solving skills. Must be aware of the strategic operational implications of effective IT upon the organisation. Benefits: - Training and professional development opportunities - Local Government Pension Scheme - 24 days Annual Leave increasing to 29 years after 5 years employment - Flexible working dependant of duties - Free on-site parking - On site fitness centre and canteen - Collaborative and supportive work environment - Cycle to work scheme - Wellness programmes - SWP Diolch Vectis & Blue light Discount Card - Opportunity to make a meaningful contribution to public safety and community well-being Additional Information: As a Force, we are committed to developing the overall structure of equality, diversity and inclusion across South Wales Police: in our workforce and in the services we provide. South Wales Police is an equal opportunities employer and is determined to attract, employ and support a workforce which is representative of the diverse society which it serves. We are committed to achieving a working environment which is free from any form of harassment, intimidation, bullying or victimisation. Applications are welcomed from all under-represented groups and support will be made available for all applicants as and when requested. Please click on the APPLY button to send your CV and Cover Letter for this role. Candidates with the relevant experience or job titles of: IT Systems Administrator L3 / 3rd line, Wintel Systems Administrator L3 / 3rd line, Windows Server Administrator - L3 / 3rd line, Windows Systems Administrator - L3 / 3rd line, IT Infrastructure Engineer, Senior Systems Engineer, Platform Engineer, Hybrid Infrastructure Engineer, Enterprise Systems Specialist, Infrastructure Engineer, Server Infrastructure Lead, Azure Systems Engineer, Systems Administrator, Datacentre Engineer, IT Infrastructure Architect, Microsoft 365 Specialist, Virtualization Engineer, Storage Engineer, Cloud Infrastructure Engineer, Enterprise IT Lead, Systems Manager, ICT Technical Specialist, Senior Infrastructure Administrator may also be considered for this role.
Jul 31, 2026
Full time
Job Title: ICT Enterprise Specialist Location: Bridgend Salary: £47,046 - £54,696 per annum Job Type: Full Time, Permanent Working Hours: 37 hours per week Closing Date: 31/07/2026, 15:00 Are you looking for your next career step? Do you want to be a part of an Innovative Organisation? About us: South Wales Police is the largest police force in Wales, serving a population of approximately 1.3 million people across an area of 2,117 square miles. We are dedicated to keeping our communities safe and secure, and we rely on cutting-edge technology to support our operations. We have recently invested heavily in our ICT department with exciting new projects and opportunities funded by significant investment. We are going through a period of significant growth and technological change, there has never been a better time to join! The role: We are seeking a highly skilled and motivated Enterprise Systems Specialist. As an Enterprise Systems Specialist, you will be responsible for managing enterprise systems including servers, storage, and visualised platforms. Within the role, you may supervise junior ICT Specialists, and you will play a crucial role in ensuring service availability, security and standards compliance as well as driving process improvements and enhancing system performance. Key duties: Implement, configure and maintain enterprise systems. Design and deploy server infrastructure, including physical and virtual servers. Oversee server and storage performance tuning, patch management and firmware upgrades. Develop and maintain documentation for enterprise systems processes and procedures Collaborate with cross-functional teams to identify and solve system issues. Develop and maintain security protocols for enterprise systems Plan and execute disaster recovery and business continuity procedures. To provide IT specialist advice to business users and IT peers for your specialist technological area Manage Technical Staff within your technical area About you: Must be qualified to Degree level standard or be able to demonstrate equivalent skills and abilities. Experience of designing, implementing and technically leading on some of the following areas: Enterprise Systems Management, Monitoring, especially Microsoft Systems Centre Operations Manager or Azure Monitor HP Server hardware support Cloud Computing, especially Microsoft Azure Enterprise Unified Communications, especially Microsoft Exchange, Exchange On-Line, Microsoft Teams. Device Management Systems, especially Microsoft Systems Centre Configuration Manager/Intune Datacentre environments including Power Management, Air Conditioning, Security, Networking, Enterprise Security In depth knowledge of storage area networks (SAN), Network attached storage (NAS) and backup and recovery technologies. Expertise in server infrastructure design and deployment Experience with virtualization platforms such as VMware or Citrix Strong troubleshooting and problem-solving skills. Must be aware of the strategic operational implications of effective IT upon the organisation. Benefits: - Training and professional development opportunities - Local Government Pension Scheme - 24 days Annual Leave increasing to 29 years after 5 years employment - Flexible working dependant of duties - Free on-site parking - On site fitness centre and canteen - Collaborative and supportive work environment - Cycle to work scheme - Wellness programmes - SWP Diolch Vectis & Blue light Discount Card - Opportunity to make a meaningful contribution to public safety and community well-being Additional Information: As a Force, we are committed to developing the overall structure of equality, diversity and inclusion across South Wales Police: in our workforce and in the services we provide. South Wales Police is an equal opportunities employer and is determined to attract, employ and support a workforce which is representative of the diverse society which it serves. We are committed to achieving a working environment which is free from any form of harassment, intimidation, bullying or victimisation. Applications are welcomed from all under-represented groups and support will be made available for all applicants as and when requested. Please click on the APPLY button to send your CV and Cover Letter for this role. Candidates with the relevant experience or job titles of: IT Systems Administrator L3 / 3rd line, Wintel Systems Administrator L3 / 3rd line, Windows Server Administrator - L3 / 3rd line, Windows Systems Administrator - L3 / 3rd line, IT Infrastructure Engineer, Senior Systems Engineer, Platform Engineer, Hybrid Infrastructure Engineer, Enterprise Systems Specialist, Infrastructure Engineer, Server Infrastructure Lead, Azure Systems Engineer, Systems Administrator, Datacentre Engineer, IT Infrastructure Architect, Microsoft 365 Specialist, Virtualization Engineer, Storage Engineer, Cloud Infrastructure Engineer, Enterprise IT Lead, Systems Manager, ICT Technical Specialist, Senior Infrastructure Administrator may also be considered for this role.
Technical Administrator Location: Loughborough, LE11 5TW Salary: Circa £28,000 per annum, DOE + Benefits! Contract: Full time, Permanent Benefits: 25 Days Annual Leave + Bank Holidays, Pension Scheme, Death in Service Life Assurance 4x Annual Salary, Medicash Join a leading name in the construction sector PermaRock Products Ltd, part of the Sustainable Investments Ltd group, is a leading UK manufacturer and supplier of external wall insulation and render systems. As our business continues to grow, we are looking for a highly organised and detail-focused Technical Administrator to join our Technical Hub team. This is an excellent opportunity for someone who enjoys working in a fast-paced environment, has strong administrative skills, and would like to develop their technical knowledge within the construction industry. About the Technical Administrator role: Supporting the Technical Department, you'll play an important role in ensuring the accurate preparation, coordination and management of technical information for customers, contractors and internal teams. Working closely with colleagues across Sales, Technical Services and Laboratory functions, you'll help deliver high-quality technical documentation and ensure requests are responded to efficiently and professionally. Full training will be provided on specialist systems and software, including U-value calculations. As our Technical Administrator you will be responsible for: Preparing and maintaining technical documents, specifications and technical data sheets. Producing U-value calculations to support project requirements (full training provided). Maintaining technical databases, product information and system documentation. Assisting with technical submittals and project-specific information requests. Coordinating technical information between internal departments and external stakeholders. Monitoring technical inboxes and directing enquiries appropriately. Maintaining accurate digital and physical filing systems. Supporting the wider Technical Team with day-to-day administrative and project-related tasks. About You We're looking for someone who is organised, proactive and enjoys working with accuracy and attention to detail. You'll ideally have: A minimum of three GCSEs (Grade 4/C or above), including Mathematics and a Science subject. Strong organisational and time-management skills. Excellent written and verbal communication skills. Confidence using Microsoft Office applications, particularly Word, Excel and Outlook. The ability to manage multiple priorities and work to deadlines. A professional, customer-focused approach. A full UK driving licence. Experience in a technical administration, construction, architectural technology or building-related environment would be advantageous, but is not essential. Why Join Permarock Opportunity to develop technical knowledge within a specialist construction sector. Full training and ongoing professional development. Supportive and collaborative working environment. Varied role with opportunities to work across multiple projects and departments. Stable, established business with a strong industry reputation. If you're a detail-oriented administrator looking to build a long-term career within a technical environment, we'd love to hear from you. Click on APPLY today!
Jul 31, 2026
Full time
Technical Administrator Location: Loughborough, LE11 5TW Salary: Circa £28,000 per annum, DOE + Benefits! Contract: Full time, Permanent Benefits: 25 Days Annual Leave + Bank Holidays, Pension Scheme, Death in Service Life Assurance 4x Annual Salary, Medicash Join a leading name in the construction sector PermaRock Products Ltd, part of the Sustainable Investments Ltd group, is a leading UK manufacturer and supplier of external wall insulation and render systems. As our business continues to grow, we are looking for a highly organised and detail-focused Technical Administrator to join our Technical Hub team. This is an excellent opportunity for someone who enjoys working in a fast-paced environment, has strong administrative skills, and would like to develop their technical knowledge within the construction industry. About the Technical Administrator role: Supporting the Technical Department, you'll play an important role in ensuring the accurate preparation, coordination and management of technical information for customers, contractors and internal teams. Working closely with colleagues across Sales, Technical Services and Laboratory functions, you'll help deliver high-quality technical documentation and ensure requests are responded to efficiently and professionally. Full training will be provided on specialist systems and software, including U-value calculations. As our Technical Administrator you will be responsible for: Preparing and maintaining technical documents, specifications and technical data sheets. Producing U-value calculations to support project requirements (full training provided). Maintaining technical databases, product information and system documentation. Assisting with technical submittals and project-specific information requests. Coordinating technical information between internal departments and external stakeholders. Monitoring technical inboxes and directing enquiries appropriately. Maintaining accurate digital and physical filing systems. Supporting the wider Technical Team with day-to-day administrative and project-related tasks. About You We're looking for someone who is organised, proactive and enjoys working with accuracy and attention to detail. You'll ideally have: A minimum of three GCSEs (Grade 4/C or above), including Mathematics and a Science subject. Strong organisational and time-management skills. Excellent written and verbal communication skills. Confidence using Microsoft Office applications, particularly Word, Excel and Outlook. The ability to manage multiple priorities and work to deadlines. A professional, customer-focused approach. A full UK driving licence. Experience in a technical administration, construction, architectural technology or building-related environment would be advantageous, but is not essential. Why Join Permarock Opportunity to develop technical knowledge within a specialist construction sector. Full training and ongoing professional development. Supportive and collaborative working environment. Varied role with opportunities to work across multiple projects and departments. Stable, established business with a strong industry reputation. If you're a detail-oriented administrator looking to build a long-term career within a technical environment, we'd love to hear from you. Click on APPLY today!
Bell Cornwall Recruitment
Sutton Coldfield, West Midlands
IFA Administrator Sutton Coldfield (Office based) 28,000 to 35,000 depending on experience Ref: JC/BCR/32442a Bell Cornwall Recruitment are currently searching for an experienced IFA administrator or an administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different 'products' from Pensions, Investments, Protection and more. What we're looking for This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You'll have: Essential: Previous experience working as a Financial Services Administrator within an Independent Financial Adviser (IFA) or financial planning firm. Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications. A good understanding of pensions, investments, ISAs and protection products. Excellent organisational skills and exceptional attention to detail. Strong communication and customer service skills. What you'll be doing Your responsibilities will include: Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person. Managing advisers' diaries and arranging client meetings. Preparing client meeting packs, valuations and review documentation. Processing new business for pensions, investments, ISAs and protection policies. Submitting applications and ensuring all documentation is accurate and compliant. Monitoring applications through to completion and keeping clients and advisers updated on progress. Using provider platforms to obtain valuations, process transactions, request information and service existing business. Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information. Preparing paperwork for annual reviews and ongoing client servicing. If you are an IFA Administrator or if you have admin and secretarial experience from a financial planning firm please apply now! INDHP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Jul 31, 2026
Full time
IFA Administrator Sutton Coldfield (Office based) 28,000 to 35,000 depending on experience Ref: JC/BCR/32442a Bell Cornwall Recruitment are currently searching for an experienced IFA administrator or an administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different 'products' from Pensions, Investments, Protection and more. What we're looking for This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You'll have: Essential: Previous experience working as a Financial Services Administrator within an Independent Financial Adviser (IFA) or financial planning firm. Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications. A good understanding of pensions, investments, ISAs and protection products. Excellent organisational skills and exceptional attention to detail. Strong communication and customer service skills. What you'll be doing Your responsibilities will include: Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person. Managing advisers' diaries and arranging client meetings. Preparing client meeting packs, valuations and review documentation. Processing new business for pensions, investments, ISAs and protection policies. Submitting applications and ensuring all documentation is accurate and compliant. Monitoring applications through to completion and keeping clients and advisers updated on progress. Using provider platforms to obtain valuations, process transactions, request information and service existing business. Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information. Preparing paperwork for annual reviews and ongoing client servicing. If you are an IFA Administrator or if you have admin and secretarial experience from a financial planning firm please apply now! INDHP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Annual salary: up to £28,072.84 Administrator X 2 Location- Coatbridge Contract - 1 X Fixed Term Maternity Cover / working 40 hours per week 08.00 - 16.30 & 1 X Permanent / working 40 hours per week 08.00 - 16.30 Salary - £28,072.84 per annum, plus great company benefits. We are looking for 2 X Exceptional Administrator who are proactive, methodical, confident, able to work on their own initiative and support multiple teams within our business on a fixed term contract. Please note - There are 2 roles available here and the role responsibilities may slightly differ. Specific details to be discussed at interview. Mears have continuedinvestment in the North Lanarkshire communityfor the long-term. We have a commitment to deliver excellent services to residents, whilst bringing community and training benefits to the North Lanarkshire community in a sustainable way. Our ambition is to be recognised as the most trusted, large private provider, working with the public sector by 2025. Our approach prioritises where we can have the greatest impact and supports a culture that fully integrates sustainability and purpose beyond profit. This is underlined by our strategy, which through robust, ethical and transparent practices is built upon. About the Role: The successful Administrator's will be assertive, positive and flexible with the desire to be that person that everyone turns to for support You will support the team in maintaining the smooth operation of the department; ensuring all administrative procedures are undertaken in accordance with department requirements and in a timely and accurate manner and helping to provide a service to clients that is efficient and effective. Key for this is to be experienced in working with high volume and fast turnarounds maintaining an efficient and accurate approach. Key Responsibilities: Maintain accurate records, databases, and documentation while ensuring data quality and compliance. Produce reports, spreadsheets, KPI information, and analyse data to support business performance and decision-making. Provide administrative support to the Business, including document management, audits, and process improvement initiatives. Support operational activities, including system implementations, PDA/device rollouts, user administration, and team administration. Investigate queries and support reporting, performance tracking, and action management. Assist with customer complaints administration, community engagement projects, fundraising initiatives, and social value reporting. Provide payroll and financial administration, including processing timesheets, payroll submissions, reconciliations, and job costing support. Key Criteria: Good level of verbal and written communication IT literate - strong knowledge and understanding of Microsoft packages Ability to prioritise and manage workload to deadlines Previous experience in Administration or customer service would be ideal Benefits: Pension Scheme Enhanced Sick Pay Family friendly policy to include enhanced maternity/paternity leave and much more. Refer a friend scheme (total award £1000) Share saver scheme Eye test vouchers Employee Assistance Programme (Access to Free counselling service) Wellbeing service (Access to trained mental health & wellbeing advisors) Mears Annual Family Fun Day for you and your family to places like Blairdrummond Safari Park, M&Ds Themepark, fully paid for including lunch Mears Rewards - A performance recognition platform whereby you can be rewarded in high street vouchers All our roles require candidates to have the entitlement to work within the UK, Mears does not currently offer visa sponsorship. To drive a Mears vehicle, you must be aged over 21 have held your licence over 3 months and have less than 9 points. Candidates should be aware that all our roles are subject to relevant Background, Identity & Security checks before commencement of employment. Apply below or to discuss your application further; contact: Vickie Rudge url removed If you need any help with your application process, we are here to support you. We will be accessible every step of the way. At Mears Group, we are committed to fostering a diverse and inclusive environment where everyone can thrive, we are a Disability Confident employer, valuing individuality and ensuring equal opportunities for all. We proudly support the Armed Forces Covenant and are honoured to have achieved the Gold Award in the Defence Employer Recognition Scheme (ERS) to coincide with this, we hold an Endorser Award for the Career Transition Partnership, recognising our commitment to veterans transitioning into civilian careers. In our continued effort to promote social mobility, we invite applicants to voluntarily share their background information during the application stages to help us better understand the diverse experiences of our candidates. This is to ensure we are committed to improving social mobility. We use the Social Mobility Index to assess and enhance opportunities for individuals from diverse backgrounds. These questions are optional and will not impact your ability to apply.
Jul 31, 2026
Full time
Annual salary: up to £28,072.84 Administrator X 2 Location- Coatbridge Contract - 1 X Fixed Term Maternity Cover / working 40 hours per week 08.00 - 16.30 & 1 X Permanent / working 40 hours per week 08.00 - 16.30 Salary - £28,072.84 per annum, plus great company benefits. We are looking for 2 X Exceptional Administrator who are proactive, methodical, confident, able to work on their own initiative and support multiple teams within our business on a fixed term contract. Please note - There are 2 roles available here and the role responsibilities may slightly differ. Specific details to be discussed at interview. Mears have continuedinvestment in the North Lanarkshire communityfor the long-term. We have a commitment to deliver excellent services to residents, whilst bringing community and training benefits to the North Lanarkshire community in a sustainable way. Our ambition is to be recognised as the most trusted, large private provider, working with the public sector by 2025. Our approach prioritises where we can have the greatest impact and supports a culture that fully integrates sustainability and purpose beyond profit. This is underlined by our strategy, which through robust, ethical and transparent practices is built upon. About the Role: The successful Administrator's will be assertive, positive and flexible with the desire to be that person that everyone turns to for support You will support the team in maintaining the smooth operation of the department; ensuring all administrative procedures are undertaken in accordance with department requirements and in a timely and accurate manner and helping to provide a service to clients that is efficient and effective. Key for this is to be experienced in working with high volume and fast turnarounds maintaining an efficient and accurate approach. Key Responsibilities: Maintain accurate records, databases, and documentation while ensuring data quality and compliance. Produce reports, spreadsheets, KPI information, and analyse data to support business performance and decision-making. Provide administrative support to the Business, including document management, audits, and process improvement initiatives. Support operational activities, including system implementations, PDA/device rollouts, user administration, and team administration. Investigate queries and support reporting, performance tracking, and action management. Assist with customer complaints administration, community engagement projects, fundraising initiatives, and social value reporting. Provide payroll and financial administration, including processing timesheets, payroll submissions, reconciliations, and job costing support. Key Criteria: Good level of verbal and written communication IT literate - strong knowledge and understanding of Microsoft packages Ability to prioritise and manage workload to deadlines Previous experience in Administration or customer service would be ideal Benefits: Pension Scheme Enhanced Sick Pay Family friendly policy to include enhanced maternity/paternity leave and much more. Refer a friend scheme (total award £1000) Share saver scheme Eye test vouchers Employee Assistance Programme (Access to Free counselling service) Wellbeing service (Access to trained mental health & wellbeing advisors) Mears Annual Family Fun Day for you and your family to places like Blairdrummond Safari Park, M&Ds Themepark, fully paid for including lunch Mears Rewards - A performance recognition platform whereby you can be rewarded in high street vouchers All our roles require candidates to have the entitlement to work within the UK, Mears does not currently offer visa sponsorship. To drive a Mears vehicle, you must be aged over 21 have held your licence over 3 months and have less than 9 points. Candidates should be aware that all our roles are subject to relevant Background, Identity & Security checks before commencement of employment. Apply below or to discuss your application further; contact: Vickie Rudge url removed If you need any help with your application process, we are here to support you. We will be accessible every step of the way. At Mears Group, we are committed to fostering a diverse and inclusive environment where everyone can thrive, we are a Disability Confident employer, valuing individuality and ensuring equal opportunities for all. We proudly support the Armed Forces Covenant and are honoured to have achieved the Gold Award in the Defence Employer Recognition Scheme (ERS) to coincide with this, we hold an Endorser Award for the Career Transition Partnership, recognising our commitment to veterans transitioning into civilian careers. In our continued effort to promote social mobility, we invite applicants to voluntarily share their background information during the application stages to help us better understand the diverse experiences of our candidates. This is to ensure we are committed to improving social mobility. We use the Social Mobility Index to assess and enhance opportunities for individuals from diverse backgrounds. These questions are optional and will not impact your ability to apply.
Normal Office hours Monday to Friday 9am -5pm The role is initially office based four days a week until employees are up to speed and achieving expected outcomes. After this the role is office based for a mandatory two days a week. It is up to the employees how many days they spend in the office. Some will do two days and others five days a week. Great office location overlooking Princes Street Gardens and the Edinburgh Castle Our Client Recognised UK agency who provide organisations and businesses customers with licences that allow them to copy published work by authors, publishers and visual artists. Are a growing organisation that plays a critical role in the UK creative economy ensuring that copyright owners receive fair royalties for their work. Provide customers from SMEs to PLCs and public sector clients copyright licensing solutions that ensure they are working on the right side of the law. Have experienced continued growth of their sales team and currently require an Tele based Sales Executive for their Edinburgh based sales team. The Role Selling copyright licencing solutions to a range of customers from SMEs to PLCs and public sector clients throughout the UK. You will be provided with already sourced and researched leads through their Lead Data Administrator. You will source own leads through research. Will involve cold calling, identifying and initiating conversations with key decision makers within an organisation, Understanding client requirements and consultatively selling a bespoke solution based on this. Building and maintaining relationships with key decision makers by email and phone to the completion of the sale. Maintenance and update accurately information on their CRM system. Working to targets you will have the support and back up of training, marketing support and sales leads. The Candidate To apply you will require /be Experience and a demonstrable track record of success of new business in any B2B office-based sales environment (i.e advertising, fmcg, drinks, data leads, office furniture, office supplies, IT equipment, IT products, training, telecoms, financial products, digital print services, mobiles or recruitment) An articulate self-starter who is target driven, determined and proactive. A creative and consultative approach to selling solutions. Computer literate A good understanding of the sales process and what it takes to ensure success. The ability to negotiate deals and strive to continue this organisations success. Looking to join an organisation that values and respects their staff and rewards them for their hard work. The Package/ Rewards Rarely available and exciting opportunity to work for a leading company on a quality portfolio in a friendly team orientated environment. This is the type of environment where you will be expected to take a mature approach to your personal target and where micro-management and KPIs are not required. They are an organisation that values their staff and investment in training, development and the growth of them. Positive team culture and morale with team members tenure ranging from 1 to 19 years. You will be given full training, access to ongoing training and the genuine opportunity of good earnings potential. Basic 31K + uncapped bonus (1st year bonus c. 4535) + 27 days holiday entitlement + all bank and public holidays + Pension + Healthcare + other benefits APPLY NOW AND MAKE IT HAPPEN! About Choice Consultants Choice Consultants are a specialist Sales Recruitment Consultancy established in 1999 in Edinburgh. We recruit for sales personnel at all levels for a range of international, national and local organisations. Whether you are looking to break into a rewarding career in sales, looking for a move into Management, or simply a new challenge we offer opportunities through our unique network of contacts. To apply for this role click the apply button or find out more about other opportunities selling media space call Choice Consultants, email or visit our website.
Jul 31, 2026
Full time
Normal Office hours Monday to Friday 9am -5pm The role is initially office based four days a week until employees are up to speed and achieving expected outcomes. After this the role is office based for a mandatory two days a week. It is up to the employees how many days they spend in the office. Some will do two days and others five days a week. Great office location overlooking Princes Street Gardens and the Edinburgh Castle Our Client Recognised UK agency who provide organisations and businesses customers with licences that allow them to copy published work by authors, publishers and visual artists. Are a growing organisation that plays a critical role in the UK creative economy ensuring that copyright owners receive fair royalties for their work. Provide customers from SMEs to PLCs and public sector clients copyright licensing solutions that ensure they are working on the right side of the law. Have experienced continued growth of their sales team and currently require an Tele based Sales Executive for their Edinburgh based sales team. The Role Selling copyright licencing solutions to a range of customers from SMEs to PLCs and public sector clients throughout the UK. You will be provided with already sourced and researched leads through their Lead Data Administrator. You will source own leads through research. Will involve cold calling, identifying and initiating conversations with key decision makers within an organisation, Understanding client requirements and consultatively selling a bespoke solution based on this. Building and maintaining relationships with key decision makers by email and phone to the completion of the sale. Maintenance and update accurately information on their CRM system. Working to targets you will have the support and back up of training, marketing support and sales leads. The Candidate To apply you will require /be Experience and a demonstrable track record of success of new business in any B2B office-based sales environment (i.e advertising, fmcg, drinks, data leads, office furniture, office supplies, IT equipment, IT products, training, telecoms, financial products, digital print services, mobiles or recruitment) An articulate self-starter who is target driven, determined and proactive. A creative and consultative approach to selling solutions. Computer literate A good understanding of the sales process and what it takes to ensure success. The ability to negotiate deals and strive to continue this organisations success. Looking to join an organisation that values and respects their staff and rewards them for their hard work. The Package/ Rewards Rarely available and exciting opportunity to work for a leading company on a quality portfolio in a friendly team orientated environment. This is the type of environment where you will be expected to take a mature approach to your personal target and where micro-management and KPIs are not required. They are an organisation that values their staff and investment in training, development and the growth of them. Positive team culture and morale with team members tenure ranging from 1 to 19 years. You will be given full training, access to ongoing training and the genuine opportunity of good earnings potential. Basic 31K + uncapped bonus (1st year bonus c. 4535) + 27 days holiday entitlement + all bank and public holidays + Pension + Healthcare + other benefits APPLY NOW AND MAKE IT HAPPEN! About Choice Consultants Choice Consultants are a specialist Sales Recruitment Consultancy established in 1999 in Edinburgh. We recruit for sales personnel at all levels for a range of international, national and local organisations. Whether you are looking to break into a rewarding career in sales, looking for a move into Management, or simply a new challenge we offer opportunities through our unique network of contacts. To apply for this role click the apply button or find out more about other opportunities selling media space call Choice Consultants, email or visit our website.
Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Knowledge: Strong understanding of financial planning products, including investments and pensions. System Skills: Proficient in Microsoft Office and industry software. Qualifications: Not essential however an advantage. Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate Qualifications : Level 4 Diploma qualified (not essential however, an advantage). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED
Jul 31, 2026
Contractor
Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Knowledge: Strong understanding of financial planning products, including investments and pensions. System Skills: Proficient in Microsoft Office and industry software. Qualifications: Not essential however an advantage. Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate Qualifications : Level 4 Diploma qualified (not essential however, an advantage). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED
Sewell Wallis is working with a charitable organisation based in Sheffield, South Yorkshire, who have an upcoming opportunity for a qualified Senior Finance Manager to join their brilliant team on a full or part time basis across either 4 or 5 days per week. This is an exciting opportunity to lead and manage the finance function, work with service managers across the organisation and liaise with the Board of Trustees. The successful candidate will direct financial strategy and policies, budgeting, payroll, investment, audits and support funding applications for the charity. What will you be doing? Lead the finance function, line management of 2 staff members. Manage the financial position, monitoring reserves and coordinating investment strategy. Ensure a sustainable financial strategy for the charity, underpinned by robust financial planning and management systems Work with the Finance Subcommittee (CEO and Treasurer) to set financial policy, review risk and performance Ensure timely invoicing and payment for service income and the maintenance of cash balances Work with the Senior Management Team to develop the business plan, managing and monitoring effectiveness and performance to achieve its objectives Prepare annual budgets, forecasts and cash flow projections Provide budgeting support, training and reports to the SMT, project managers, funders and trustees when required Prepare monthly management accounts and commentary for the SMT and Board of Trustees Prepare draft year end accounts for audit and coordinate accountancy and audit activities Ensure compliance with charity accounting requirements, statutory regulations and internal financial controls Prepare information for the outsourced payroll function and ensure accurate reports are returned to allow for payment to be made to schedule Collaborate with the Business Development Manager on fundraising activities and coordinate Gift Aid claims Drive continuous improvement across finance processes and systems Oversee company pension scheme enrolment and reporting Support funding bids by preparing costings and reviewing financial implications What skills are we looking for? Qualified CIMA/ACCA/ACA/CIPFA Experience of working within the Charitable or Third Sector is preferred Experience of and commitment to delivering an effective financial support service in support of an organisation's aim. Experience of managing staff members What's on offer? Flexible working arrangements (part/full time option) Hybrid working Hugely positive and inspiring working environment 25 days annual leave + bank holidays Enhanced annual leave with length of service Pension Scheme Apply for the role below or contact Lawrie for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Jul 31, 2026
Full time
Sewell Wallis is working with a charitable organisation based in Sheffield, South Yorkshire, who have an upcoming opportunity for a qualified Senior Finance Manager to join their brilliant team on a full or part time basis across either 4 or 5 days per week. This is an exciting opportunity to lead and manage the finance function, work with service managers across the organisation and liaise with the Board of Trustees. The successful candidate will direct financial strategy and policies, budgeting, payroll, investment, audits and support funding applications for the charity. What will you be doing? Lead the finance function, line management of 2 staff members. Manage the financial position, monitoring reserves and coordinating investment strategy. Ensure a sustainable financial strategy for the charity, underpinned by robust financial planning and management systems Work with the Finance Subcommittee (CEO and Treasurer) to set financial policy, review risk and performance Ensure timely invoicing and payment for service income and the maintenance of cash balances Work with the Senior Management Team to develop the business plan, managing and monitoring effectiveness and performance to achieve its objectives Prepare annual budgets, forecasts and cash flow projections Provide budgeting support, training and reports to the SMT, project managers, funders and trustees when required Prepare monthly management accounts and commentary for the SMT and Board of Trustees Prepare draft year end accounts for audit and coordinate accountancy and audit activities Ensure compliance with charity accounting requirements, statutory regulations and internal financial controls Prepare information for the outsourced payroll function and ensure accurate reports are returned to allow for payment to be made to schedule Collaborate with the Business Development Manager on fundraising activities and coordinate Gift Aid claims Drive continuous improvement across finance processes and systems Oversee company pension scheme enrolment and reporting Support funding bids by preparing costings and reviewing financial implications What skills are we looking for? Qualified CIMA/ACCA/ACA/CIPFA Experience of working within the Charitable or Third Sector is preferred Experience of and commitment to delivering an effective financial support service in support of an organisation's aim. Experience of managing staff members What's on offer? Flexible working arrangements (part/full time option) Hybrid working Hugely positive and inspiring working environment 25 days annual leave + bank holidays Enhanced annual leave with length of service Pension Scheme Apply for the role below or contact Lawrie for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals. As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. This role offers benefits and a competitive salary depending on candidate experience. You will be responsible for Providing technical paraplanning support across a broad range of financial planning cases. Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives. Preparing recommendations covering investments, pensions, retirement, tax and estate planning. Producing cashflow models, financial reports and suitability documentation. Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles. Preparing client review packs, investment performance reports and supporting documentation. Obtaining quotations, product information and research to compare suitable financial solutions. Liaising with clients, providers and third parties to ensure cases progress efficiently. What we are looking for Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role. At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment. Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience. Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms. Experience within pension transfers and knowledge of inheritance tax planning and investment products. Strong understanding of current financial services legislation and regulatory requirements. Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint What's on offer Competitive Salary RO exam study support, including funded first exam attempt. Care Cashback Plan (after successful completion of probation). Work-from-home Fridays (subject to business needs). Annual leave increasing with service (up to 25 days). Long service recognition and additional leave Three additional days off at Christmas. Access to an on-site gym. Company pension scheme. Staff discount. Birthday leave. Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Jul 30, 2026
Full time
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals. As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. This role offers benefits and a competitive salary depending on candidate experience. You will be responsible for Providing technical paraplanning support across a broad range of financial planning cases. Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives. Preparing recommendations covering investments, pensions, retirement, tax and estate planning. Producing cashflow models, financial reports and suitability documentation. Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles. Preparing client review packs, investment performance reports and supporting documentation. Obtaining quotations, product information and research to compare suitable financial solutions. Liaising with clients, providers and third parties to ensure cases progress efficiently. What we are looking for Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role. At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment. Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience. Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms. Experience within pension transfers and knowledge of inheritance tax planning and investment products. Strong understanding of current financial services legislation and regulatory requirements. Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint What's on offer Competitive Salary RO exam study support, including funded first exam attempt. Care Cashback Plan (after successful completion of probation). Work-from-home Fridays (subject to business needs). Annual leave increasing with service (up to 25 days). Long service recognition and additional leave Three additional days off at Christmas. Access to an on-site gym. Company pension scheme. Staff discount. Birthday leave. Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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 30, 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.
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 30, 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.
SIPP Administrator Award-Winning Pension Provider Hybrid Working Are you an experienced SIPP or pensions professional looking for a role where your expertise is genuinely valued? We're working with a highly respected, award-winning pension provider that continues to grow year after year through innovation, outstanding service and market-leading pension solutions. Due to continued expansion, they are looking to strengthen their established SIPP Administration team with several new hires. This is an excellent opportunity to join a business with an outstanding reputation in the pensions industry, offering long-term career development, hybrid working, a supportive culture and exposure to a varied and technically interesting caseload. Why consider this opportunity? Join a recognised and award-winning pension provider Hybrid home and office working available Excellent salary and comprehensive benefits package Strong focus on employee well being and development Genuine opportunities for career progression across the wider business High staff retention and a collaborative team environment Work with experienced professionals across pensions, operations and financial services Exposure to complex pension cases, retirement planning and investment administration The Role As a SIPP Administrator, you'll play a key role in supporting both clients and regulated financial advisers, ensuring all pension administration is completed accurately, efficiently and in line with regulatory requirements. This position offers a broad range of responsibilities across the full lifecycle of a SIPP, making it ideal for candidates seeking variety, technical exposure and the opportunity to further develop their pension expertise. Key duties will include: Processing SIPP transfer-in and transfer-out requests Managing new business applications through to completion Administering pension drawdown and retirement income payments Processing PCLS and ad-hoc benefit payments Calculating member benefits, including drawdown, bereavement and divorce-related cases Processing investment applications and withdrawals Using HMRC online services and payroll systems to administer member benefits Liaising with financial advisers, clients, solicitors and third-party providers Supporting the administration of SIPPs and SSAS arrangements, including property-based schemes where applicable Maintaining high service standards and meeting agreed service levels Contributing to risk management and regulatory compliance processes Assisting with complaint resolution where required About You We're keen to speak with individuals who have any previous pensions administration experience, however SIPP administration would be advantageous. You'll ideally possess: Strong knowledge of SIPP and pension regulations Previous experience administering pension transfers, drawdown and retirement benefits Excellent attention to detail and organisational skills Strong communication and relationship-building abilities Good understanding of investment transactions and pension products Confidence working with financial advisers, clients and external stakeholders Proficiency in Microsoft Office, particularly Excel A positive, proactive and customer-focused approach The Opportunity This is a fantastic chance to join a growing organisation at an exciting stage of its development. Whether you're looking to further your career within pensions administration, broaden your technical knowledge, or join a business with a genuine focus on employee development and work-life balance, this opportunity offers all of that and more. For a confidential discussion and immediate consideration, please contact Recruit Wealth.
Jul 30, 2026
Full time
SIPP Administrator Award-Winning Pension Provider Hybrid Working Are you an experienced SIPP or pensions professional looking for a role where your expertise is genuinely valued? We're working with a highly respected, award-winning pension provider that continues to grow year after year through innovation, outstanding service and market-leading pension solutions. Due to continued expansion, they are looking to strengthen their established SIPP Administration team with several new hires. This is an excellent opportunity to join a business with an outstanding reputation in the pensions industry, offering long-term career development, hybrid working, a supportive culture and exposure to a varied and technically interesting caseload. Why consider this opportunity? Join a recognised and award-winning pension provider Hybrid home and office working available Excellent salary and comprehensive benefits package Strong focus on employee well being and development Genuine opportunities for career progression across the wider business High staff retention and a collaborative team environment Work with experienced professionals across pensions, operations and financial services Exposure to complex pension cases, retirement planning and investment administration The Role As a SIPP Administrator, you'll play a key role in supporting both clients and regulated financial advisers, ensuring all pension administration is completed accurately, efficiently and in line with regulatory requirements. This position offers a broad range of responsibilities across the full lifecycle of a SIPP, making it ideal for candidates seeking variety, technical exposure and the opportunity to further develop their pension expertise. Key duties will include: Processing SIPP transfer-in and transfer-out requests Managing new business applications through to completion Administering pension drawdown and retirement income payments Processing PCLS and ad-hoc benefit payments Calculating member benefits, including drawdown, bereavement and divorce-related cases Processing investment applications and withdrawals Using HMRC online services and payroll systems to administer member benefits Liaising with financial advisers, clients, solicitors and third-party providers Supporting the administration of SIPPs and SSAS arrangements, including property-based schemes where applicable Maintaining high service standards and meeting agreed service levels Contributing to risk management and regulatory compliance processes Assisting with complaint resolution where required About You We're keen to speak with individuals who have any previous pensions administration experience, however SIPP administration would be advantageous. You'll ideally possess: Strong knowledge of SIPP and pension regulations Previous experience administering pension transfers, drawdown and retirement benefits Excellent attention to detail and organisational skills Strong communication and relationship-building abilities Good understanding of investment transactions and pension products Confidence working with financial advisers, clients and external stakeholders Proficiency in Microsoft Office, particularly Excel A positive, proactive and customer-focused approach The Opportunity This is a fantastic chance to join a growing organisation at an exciting stage of its development. Whether you're looking to further your career within pensions administration, broaden your technical knowledge, or join a business with a genuine focus on employee development and work-life balance, this opportunity offers all of that and more. For a confidential discussion and immediate consideration, please contact Recruit Wealth.
Financial Services Administrator - Wanted - Immediate Start! Hull Based Salary: £30,000-£35,000 Permanent, Full-Time Are you an experienced Financial Services Administrator? Regional Recruitment is recruiting for an established and growing financial planning firm. They are seeking a skilled Financial Services Administrator to support advisers and deliver an exceptional client experience. This is an excellent opportunity to join a professional office environment and play a key role in supporting the financial planning process while contributing to the continued growth of the business. What's on Offer: Competitive salary 25 days annual leave plus bank holidays Company pension scheme Private medical insurance Qualifications Essential: Minimum 5 years' experience within a financial services role Strong understanding of financial planning processes and client documentation Excellent organisational skills with a high level of accuracy and attention to detail Desirable: Experience with financial planning tools, research software, or cashflow modelling systems Knowledge of investment, pension and protection products Roles & Responsibilities Act as the first point of contact for clients via telephone, email, and in person Manage incoming and outgoing correspondence, including post and electronic communications Maintain accurate client records and upload documentation to internal systems Liaise with providers to obtain policy information and progress outstanding requests Process letters of authority and maintain client documentation Support advisers with file preparation, client reviews, and post-meeting administration Prepare portfolio summaries, valuations, and annual review documentation Attend meetings when necessary to provide administrative support to advisers Requirements The successful candidate will be proactive, professional, highly organised, and capable of managing multiple priorities in a fast-paced financial services environment. About Regional Recruitment This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors. If this Financial Services Administrator role is right for you - Click to apply below. To explore more roles available across the UK, please visit (url removed).
Jul 30, 2026
Full time
Financial Services Administrator - Wanted - Immediate Start! Hull Based Salary: £30,000-£35,000 Permanent, Full-Time Are you an experienced Financial Services Administrator? Regional Recruitment is recruiting for an established and growing financial planning firm. They are seeking a skilled Financial Services Administrator to support advisers and deliver an exceptional client experience. This is an excellent opportunity to join a professional office environment and play a key role in supporting the financial planning process while contributing to the continued growth of the business. What's on Offer: Competitive salary 25 days annual leave plus bank holidays Company pension scheme Private medical insurance Qualifications Essential: Minimum 5 years' experience within a financial services role Strong understanding of financial planning processes and client documentation Excellent organisational skills with a high level of accuracy and attention to detail Desirable: Experience with financial planning tools, research software, or cashflow modelling systems Knowledge of investment, pension and protection products Roles & Responsibilities Act as the first point of contact for clients via telephone, email, and in person Manage incoming and outgoing correspondence, including post and electronic communications Maintain accurate client records and upload documentation to internal systems Liaise with providers to obtain policy information and progress outstanding requests Process letters of authority and maintain client documentation Support advisers with file preparation, client reviews, and post-meeting administration Prepare portfolio summaries, valuations, and annual review documentation Attend meetings when necessary to provide administrative support to advisers Requirements The successful candidate will be proactive, professional, highly organised, and capable of managing multiple priorities in a fast-paced financial services environment. About Regional Recruitment This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors. If this Financial Services Administrator role is right for you - Click to apply below. To explore more roles available across the UK, please visit (url removed).
Paraplanner Location: Manchester City Centre Salary: Up to £50,000 (DOE) Working Pattern: Hybrid (3 days office / 2 days home) with flexible working hours A well-established, independent financial planning firm is looking to recruit an experienced Paraplanner to join its growing technical team. This opportunity is ideal for someone who enjoys the technical side of financial planning and is looking to build a long-term career in paraplanning, rather than progressing into an adviser role. Working closely with Financial Planners and supported by a dedicated Administrator, you'll be able to focus on what you do best-technical research, report writing and delivering high-quality client outcomes. The Role Your responsibilities will include: Producing high-quality suitability reports Conducting technical research and preparing recommendations Responding to client and adviser queries Working closely with Financial Planners to support ongoing client relationships Attending client meetings alongside advisers (as this develops within the business) Reviewing pensions, investments, ISAs and wider financial planning solutions Using Intelligent Office and CashCalc as part of your day-to-day role Unlike many paraplanning positions, this role offers the opportunity to become more involved in the client journey by attending meetings and helping manage any follow-up actions. About You We're looking for someone who has: Previous experience working as a Paraplanner within an IFA or Wealth Management firm Strong technical knowledge across pensions and investments Experience using Intelligent Office and CashCalc Excellent report writing and research skills A genuine desire to build a long-term career as a Paraplanner Level 4 Diploma is preferred but not essential for candidates with strong paraplanning experience. What's on Offer? Salary up to £50,000 DOE Hybrid working (2 days from home) Flexible working hours Dedicated administration support Opportunity to attend client meetings Friendly and supportive independent financial planning firm Long-term career within a business that values experienced technical professionals If you're an experienced Paraplanner looking to join a collaborative firm where your technical expertise is genuinely valued, we'd love to hear from you.
Jul 30, 2026
Full time
Paraplanner Location: Manchester City Centre Salary: Up to £50,000 (DOE) Working Pattern: Hybrid (3 days office / 2 days home) with flexible working hours A well-established, independent financial planning firm is looking to recruit an experienced Paraplanner to join its growing technical team. This opportunity is ideal for someone who enjoys the technical side of financial planning and is looking to build a long-term career in paraplanning, rather than progressing into an adviser role. Working closely with Financial Planners and supported by a dedicated Administrator, you'll be able to focus on what you do best-technical research, report writing and delivering high-quality client outcomes. The Role Your responsibilities will include: Producing high-quality suitability reports Conducting technical research and preparing recommendations Responding to client and adviser queries Working closely with Financial Planners to support ongoing client relationships Attending client meetings alongside advisers (as this develops within the business) Reviewing pensions, investments, ISAs and wider financial planning solutions Using Intelligent Office and CashCalc as part of your day-to-day role Unlike many paraplanning positions, this role offers the opportunity to become more involved in the client journey by attending meetings and helping manage any follow-up actions. About You We're looking for someone who has: Previous experience working as a Paraplanner within an IFA or Wealth Management firm Strong technical knowledge across pensions and investments Experience using Intelligent Office and CashCalc Excellent report writing and research skills A genuine desire to build a long-term career as a Paraplanner Level 4 Diploma is preferred but not essential for candidates with strong paraplanning experience. What's on Offer? Salary up to £50,000 DOE Hybrid working (2 days from home) Flexible working hours Dedicated administration support Opportunity to attend client meetings Friendly and supportive independent financial planning firm Long-term career within a business that values experienced technical professionals If you're an experienced Paraplanner looking to join a collaborative firm where your technical expertise is genuinely valued, we'd love to hear from you.
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
Jul 30, 2026
Full time
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
Financial Planner / IFA Doncaster £55,000 basic + bonus + benefits Existing client bank provided Immediate start available An excellent opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Silsden. This is an ideal opportunity for an adviser who enjoys building long-term client relationships and delivering high-quality advice, without the pressure of generating all of their own leads from scratch. You will inherit an existing client bank from day one and be fully supported by an experienced team of administrators and paraplanners, allowing you to focus on client relationships and advice delivery. The business offers a strong basic salary, bonus potential, excellent back-office support and genuine long-term career prospects within a supportive and professional environment. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client s individual goals and circumstances. Key Responsibilities Conducting detailed reviews of clients financial circumstances and objectives Preparing suitable financial plans and recommendations Completing detailed risk assessments Researching and recommending appropriate financial products and services Building and maintaining strong long-term client relationships Supporting clients in making informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing financial needs Liaising with providers, professional connections and internal teams Keeping up to date with industry regulations and market developments Producing clear and compliant financial reports About You Level 4 Diploma qualified in Financial Planning (minimum requirement) Chartered status advantageous but not essential Previous experience as a Financial Adviser / Financial Planner / IFA Strong knowledge of pensions, investments, tax planning and protection Excellent communication and relationship-building skills Professional, organised and client-focused approach Able to work independently whilst contributing positively to the wider team What s on Offer £55,000 basic salary depending on experience Bonus structure Existing client bank provided Full paraplanning and administrative support Established pipeline and long-term client relationships Supportive and established business environment Genuine long-term career prospects Additional benefits discussed at interview stage Interested in this Financial Planner role? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Jul 30, 2026
Full time
Financial Planner / IFA Doncaster £55,000 basic + bonus + benefits Existing client bank provided Immediate start available An excellent opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Silsden. This is an ideal opportunity for an adviser who enjoys building long-term client relationships and delivering high-quality advice, without the pressure of generating all of their own leads from scratch. You will inherit an existing client bank from day one and be fully supported by an experienced team of administrators and paraplanners, allowing you to focus on client relationships and advice delivery. The business offers a strong basic salary, bonus potential, excellent back-office support and genuine long-term career prospects within a supportive and professional environment. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client s individual goals and circumstances. Key Responsibilities Conducting detailed reviews of clients financial circumstances and objectives Preparing suitable financial plans and recommendations Completing detailed risk assessments Researching and recommending appropriate financial products and services Building and maintaining strong long-term client relationships Supporting clients in making informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing financial needs Liaising with providers, professional connections and internal teams Keeping up to date with industry regulations and market developments Producing clear and compliant financial reports About You Level 4 Diploma qualified in Financial Planning (minimum requirement) Chartered status advantageous but not essential Previous experience as a Financial Adviser / Financial Planner / IFA Strong knowledge of pensions, investments, tax planning and protection Excellent communication and relationship-building skills Professional, organised and client-focused approach Able to work independently whilst contributing positively to the wider team What s on Offer £55,000 basic salary depending on experience Bonus structure Existing client bank provided Full paraplanning and administrative support Established pipeline and long-term client relationships Supportive and established business environment Genuine long-term career prospects Additional benefits discussed at interview stage Interested in this Financial Planner role? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Our client, a reputable family run, SME based in Alton, Hampshire , is looking to recruit an IT & Systems Administrator to join their growing team. As IT and systems Administrator, you will be responsible for owning and running their IT systems. This is a broad, hands-on role covering day-to-day support, Microsoft 365 administration, hardware procurement, vendor management, and the IT budget. You will be the primary point of contact for anything relating to technology across the business, working closely with their external provider and internal teams across Sales, Marketing, Operations, and Finance. Responsibilities: Day-to-Day Support & Hardware Triage and resolve user issues; escalate to the external provider or other vendors where appropriate Onboard new starters and offboard leavers: account management, kit setup/return, licence reclaim Select, procure, image, and deploy laptops, phones, and peripherals; support AV, printers, and shared resources Maintain accurate records of IT assets, warranties, and kit assignments Microsoft 365 Administration Administer users, licences, groups, and access across Entra ID, Exchange, SharePoint, and Teams Manage devices through Intune: compliance policies, deployments, and configuration Maintain security baselines: MFA, conditional access, device hygiene, and monitoring Support SharePoint structure, permissions, and document management; help users adopt M365 and Copilot Other Business Systems Dynamics 365 Business Central: user administration, password resets, basic permissions; raise and manage tickets with Dynamics Square Website/Shopify: theme adjustments, product uploads, troubleshooting, and integration support HubSpot: technical troubleshooting and licence/access support when escalated by Marketing Budget & Vendor Management Own the IT budget: track spend, manage renewals, and approve purchases within agreed limits Manage relationships with TSG (external IT provider), hardware suppliers, telecoms, and SaaS vendors Maintain accurate records of licences, contracts, and renewal dates; flag consolidation or renegotiation opportunities Requirements Proven, hands-on experience in an IT support, systems, or administrator role Strong Microsoft 365 administration: Entra ID, Exchange, SharePoint, Teams, Intune Confident Windows troubleshooting and endpoint support skills Experience managing external IT providers or technology vendors Commercially minded - understands IT spend is real money and makes informed decisions accordingly Comfortable juggling multiple priorities; clear and patient communicator with non-technical users Benefits Salary: 40,000 - 45,000 Company-wide bonus scheme Employer pension contribution of 4% 21 days annual leave, plus 8 bank holidays, birthday leave, and a charity day Death in service benefit Laptop, and phone provided Sick pay allowance (5 paid days per year) Specsavers eye test + 50 glasses voucher Strong investment in training and long-term development Monthly staff lunch provided Free parking & EV charging available
Jul 30, 2026
Full time
Our client, a reputable family run, SME based in Alton, Hampshire , is looking to recruit an IT & Systems Administrator to join their growing team. As IT and systems Administrator, you will be responsible for owning and running their IT systems. This is a broad, hands-on role covering day-to-day support, Microsoft 365 administration, hardware procurement, vendor management, and the IT budget. You will be the primary point of contact for anything relating to technology across the business, working closely with their external provider and internal teams across Sales, Marketing, Operations, and Finance. Responsibilities: Day-to-Day Support & Hardware Triage and resolve user issues; escalate to the external provider or other vendors where appropriate Onboard new starters and offboard leavers: account management, kit setup/return, licence reclaim Select, procure, image, and deploy laptops, phones, and peripherals; support AV, printers, and shared resources Maintain accurate records of IT assets, warranties, and kit assignments Microsoft 365 Administration Administer users, licences, groups, and access across Entra ID, Exchange, SharePoint, and Teams Manage devices through Intune: compliance policies, deployments, and configuration Maintain security baselines: MFA, conditional access, device hygiene, and monitoring Support SharePoint structure, permissions, and document management; help users adopt M365 and Copilot Other Business Systems Dynamics 365 Business Central: user administration, password resets, basic permissions; raise and manage tickets with Dynamics Square Website/Shopify: theme adjustments, product uploads, troubleshooting, and integration support HubSpot: technical troubleshooting and licence/access support when escalated by Marketing Budget & Vendor Management Own the IT budget: track spend, manage renewals, and approve purchases within agreed limits Manage relationships with TSG (external IT provider), hardware suppliers, telecoms, and SaaS vendors Maintain accurate records of licences, contracts, and renewal dates; flag consolidation or renegotiation opportunities Requirements Proven, hands-on experience in an IT support, systems, or administrator role Strong Microsoft 365 administration: Entra ID, Exchange, SharePoint, Teams, Intune Confident Windows troubleshooting and endpoint support skills Experience managing external IT providers or technology vendors Commercially minded - understands IT spend is real money and makes informed decisions accordingly Comfortable juggling multiple priorities; clear and patient communicator with non-technical users Benefits Salary: 40,000 - 45,000 Company-wide bonus scheme Employer pension contribution of 4% 21 days annual leave, plus 8 bank holidays, birthday leave, and a charity day Death in service benefit Laptop, and phone provided Sick pay allowance (5 paid days per year) Specsavers eye test + 50 glasses voucher Strong investment in training and long-term development Monthly staff lunch provided Free parking & EV charging available
St. James's Place Wealth Management
Broughton, Yorkshire
Private Client Support Administrator - Financial Services Location: Skipton (BD23) Salary: £32,000 + Benefits Hours: Full Time Working style In Office Are you an enthusiastic experienced Client Support Administrator eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Principal Partner and Appointed Representative of St. James s Place Plc. The practice works with individuals, families, corporates, and business owners to provide high-quality financial planning and wealth management advice. As a Client Support Administrator, you will have knowledge and skills across all disciplines that fall within the scope of the client support team. The Role: Client Support - Financial Services You will be dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice. You will following the whole client journey from creating meeting packs for annual reviews to submitting business. Managing and collating key data for reports and portfolio reviews Dealing with enquiries and correspondence from clients and providers Managing the database of clients using the CRM system and diary management for the Partner and Advisors Knowledge of office administration procedures for all core products Pension, Investments and Protection. Ability to complete a standard Carry Forward Calculation Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Client Support - Financial Services To be considered for this role you will need: Proven work experience as an administrator within a Financial Services, IFA, or Wealth Management environment Experience with SJP systems (Salesforce, ibusiness etc) would be beneficial Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills with the ability to plan your work You must have a passion for learning and bring a positive energy to the office. Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application received. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £240.8bn. This business is well established and highly successful.This business sits within the top 3% of Practices within SJP with over £500m FUM and 1,200 client households. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment
Jul 30, 2026
Full time
Private Client Support Administrator - Financial Services Location: Skipton (BD23) Salary: £32,000 + Benefits Hours: Full Time Working style In Office Are you an enthusiastic experienced Client Support Administrator eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Principal Partner and Appointed Representative of St. James s Place Plc. The practice works with individuals, families, corporates, and business owners to provide high-quality financial planning and wealth management advice. As a Client Support Administrator, you will have knowledge and skills across all disciplines that fall within the scope of the client support team. The Role: Client Support - Financial Services You will be dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice. You will following the whole client journey from creating meeting packs for annual reviews to submitting business. Managing and collating key data for reports and portfolio reviews Dealing with enquiries and correspondence from clients and providers Managing the database of clients using the CRM system and diary management for the Partner and Advisors Knowledge of office administration procedures for all core products Pension, Investments and Protection. Ability to complete a standard Carry Forward Calculation Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Client Support - Financial Services To be considered for this role you will need: Proven work experience as an administrator within a Financial Services, IFA, or Wealth Management environment Experience with SJP systems (Salesforce, ibusiness etc) would be beneficial Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills with the ability to plan your work You must have a passion for learning and bring a positive energy to the office. Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application received. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £240.8bn. This business is well established and highly successful.This business sits within the top 3% of Practices within SJP with over £500m FUM and 1,200 client households. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment
