Client Relationship Manager - great for a senior admin / Trainee Paraplanner who wants to progress more technically. Salary: Up to £30,000 Location: Hybrid Working - 2 Days Office Based (Tuesdays & Fridays) / 3 Days Working From Home The Opportunity We are seeking an organised and client-focused Client Relationship Manager to join a growing financial planning business. This is an excellent opportunity for someone with experience within wealth management, financial planning, or financial services administration who enjoys building strong client relationships and supporting advisers to deliver an exceptional client experience. Working closely with advisers, paraplanners, and support teams, you will act as a key point of contact for clients, ensuring a seamless and professional service throughout their financial planning journey. Key Responsibilities Client Relationship Management Act as the day-to-day contact for clients. Build and maintain strong, trusted client relationships. Handle client enquiries professionally and efficiently. Deliver a high standard of client service at all times. Adviser Support Support advisers in the management of client relationships and portfolios. Prepare meeting packs, valuations, and supporting documentation. Ensure advisers are fully prepared ahead of client meetings. Assist with the implementation of recommendations and ongoing servicing requirements. Report Preparation Draft suitability reports and review documentation. Ensure documentation is accurate, compliant, and tailored to client needs. Maintain high standards of written communication and attention to detail. Annual Reviews Coordinate annual review processes. Prepare review packs and valuations. Follow up on actions arising from review meetings. Ensure clients receive a proactive and efficient service. Platform Migration Support Assist with the transfer of client assets onto a modern investment platform. Liaise with providers and internal stakeholders. Support a smooth and efficient onboarding process for clients. Administration & Workflow Management Maintain accurate client records and back-office systems. Monitor tasks and workflows to ensure deadlines are met. Ensure all client servicing activities are completed within agreed timescales. Support regulatory and compliance requirements. About You You will ideally have: Experience within a financial planning, wealth management, or financial services environment. A strong understanding of client servicing processes. Excellent written and verbal communication skills. Strong organisational and time management abilities. High attention to detail and accuracy. Confidence working with multiple stakeholders and managing competing priorities. Personal Attributes Client-focused and professional. Proactive and reliable. Strong relationship-building skills. Commercially aware. Able to work independently and as part of a team. What's on Offer? Salary up to £30,000 . Hybrid working model - Tuesdays and Fridays in the office, with three days working from home . Supportive and collaborative team environment. Opportunity to develop within a growing financial planning business. Exposure to advisers, paraplanners, and wider financial planning processes. If you're looking to take the next step in your financial services career and enjoy working in a client-focused environment, we'd love to hear from you.
Aug 03, 2026
Full time
Client Relationship Manager - great for a senior admin / Trainee Paraplanner who wants to progress more technically. Salary: Up to £30,000 Location: Hybrid Working - 2 Days Office Based (Tuesdays & Fridays) / 3 Days Working From Home The Opportunity We are seeking an organised and client-focused Client Relationship Manager to join a growing financial planning business. This is an excellent opportunity for someone with experience within wealth management, financial planning, or financial services administration who enjoys building strong client relationships and supporting advisers to deliver an exceptional client experience. Working closely with advisers, paraplanners, and support teams, you will act as a key point of contact for clients, ensuring a seamless and professional service throughout their financial planning journey. Key Responsibilities Client Relationship Management Act as the day-to-day contact for clients. Build and maintain strong, trusted client relationships. Handle client enquiries professionally and efficiently. Deliver a high standard of client service at all times. Adviser Support Support advisers in the management of client relationships and portfolios. Prepare meeting packs, valuations, and supporting documentation. Ensure advisers are fully prepared ahead of client meetings. Assist with the implementation of recommendations and ongoing servicing requirements. Report Preparation Draft suitability reports and review documentation. Ensure documentation is accurate, compliant, and tailored to client needs. Maintain high standards of written communication and attention to detail. Annual Reviews Coordinate annual review processes. Prepare review packs and valuations. Follow up on actions arising from review meetings. Ensure clients receive a proactive and efficient service. Platform Migration Support Assist with the transfer of client assets onto a modern investment platform. Liaise with providers and internal stakeholders. Support a smooth and efficient onboarding process for clients. Administration & Workflow Management Maintain accurate client records and back-office systems. Monitor tasks and workflows to ensure deadlines are met. Ensure all client servicing activities are completed within agreed timescales. Support regulatory and compliance requirements. About You You will ideally have: Experience within a financial planning, wealth management, or financial services environment. A strong understanding of client servicing processes. Excellent written and verbal communication skills. Strong organisational and time management abilities. High attention to detail and accuracy. Confidence working with multiple stakeholders and managing competing priorities. Personal Attributes Client-focused and professional. Proactive and reliable. Strong relationship-building skills. Commercially aware. Able to work independently and as part of a team. What's on Offer? Salary up to £30,000 . Hybrid working model - Tuesdays and Fridays in the office, with three days working from home . Supportive and collaborative team environment. Opportunity to develop within a growing financial planning business. Exposure to advisers, paraplanners, and wider financial planning processes. If you're looking to take the next step in your financial services career and enjoy working in a client-focused environment, we'd love to hear from you.
A fantastic opportunity to join a well-established and highly respected financial planning firm based near Birmingham City Centre. We are looking for the right person who is wanting to progress and succeed within this role, someone who is willing to get involved and support with several upcoming exciting projects going ahead. Working as part of a collaborative team, you'll provide technical support to Financial Planners, helping to produce high-quality suitability reports, conduct research and deliver an exceptional client experience. This is a varied role that offers the opportunity to get involved in exciting projects, making it ideal for a proactive and ambitious individual who enjoys taking ownership, building strong relationships, and contributing to the continued success of the business. We are looking for the right person who is wanting to progress and succeed within this role, someone who is willing to get involved and support with a few upcoming exciting projects going ahead. The role Create and draft reports supporting senior internal team members. Support Advisers and their clients throughout every stage of the financial planning process. Build and maintain key relationships with clients, supporting them appropriately. Review client information and prepare cashflow models, illustrations, and financial planning documents. Contribute to improving processes, systems, and the overall efficiency of the advice team. The ideal candidate will have: Previous experience in a Paraplanner or IFA role. A Financial Planning Level 4 Diploma (or equivalent). Excellent communication skills. A strong understanding of relevant legislative and regulatory requirements. If interested in this role please apply now, call Bard on for any additional information.
Aug 03, 2026
Full time
A fantastic opportunity to join a well-established and highly respected financial planning firm based near Birmingham City Centre. We are looking for the right person who is wanting to progress and succeed within this role, someone who is willing to get involved and support with several upcoming exciting projects going ahead. Working as part of a collaborative team, you'll provide technical support to Financial Planners, helping to produce high-quality suitability reports, conduct research and deliver an exceptional client experience. This is a varied role that offers the opportunity to get involved in exciting projects, making it ideal for a proactive and ambitious individual who enjoys taking ownership, building strong relationships, and contributing to the continued success of the business. We are looking for the right person who is wanting to progress and succeed within this role, someone who is willing to get involved and support with a few upcoming exciting projects going ahead. The role Create and draft reports supporting senior internal team members. Support Advisers and their clients throughout every stage of the financial planning process. Build and maintain key relationships with clients, supporting them appropriately. Review client information and prepare cashflow models, illustrations, and financial planning documents. Contribute to improving processes, systems, and the overall efficiency of the advice team. The ideal candidate will have: Previous experience in a Paraplanner or IFA role. A Financial Planning Level 4 Diploma (or equivalent). Excellent communication skills. A strong understanding of relevant legislative and regulatory requirements. If interested in this role please apply now, call Bard on for any additional information.
Financial Services Administrator / IFA Administrator Location: Sheffield (Office-Based) Salary: £28,000 - £33,000 DOE Job Type: Full-Time Permanent Financial Services Administrator IFA Administrator Wealth Management Financial Planning Are you an experienced Financial Services Administrator looking to join a professional, supportive and growing financial planning firm? We're looking for a proactive and organised IFA Administrator to become a key member of our client support team, providing high-quality administrative support to Financial Advisers and helping deliver an exceptional client experience. This is an excellent opportunity for someone with experience in an Independent Financial Adviser (IFA) or Wealth Management environment who enjoys working in a fast-paced office and wants to continue developing their career. Why Apply? Salary £28,000 - £33,000 (DOE) Fully office-based in Sheffield Flexible working hours with core office hours of 10:30am - 4:00pm Study support towards professional qualifications 25 days holiday plus bank holidays Option to purchase up to 5 additional days annual leave Pension scheme Health Cash Plan Life Assurance (4x salary) Eye care support Regular social events Volunteering opportunities Staff discounts on Wills, LPAs and residential mortgages The Role Working closely with Financial Advisers and the wider support team, you'll play a vital role in ensuring clients receive a seamless and professional service. Key Responsibilities Managing client records using Intelligent Office (IO) and back-office systems Confirming client meetings and preparing electronic client files Requesting policy information and managing Letters of Authority through to completion Liaising with clients, providers and third parties Producing provider illustrations, application packs and client presentation documents Processing new business applications from submission through to completion Monitoring new business pipelines and chasing providers where required Supporting protection underwriting cases Preparing annual review documentation and post-review correspondence Supporting group pension and employee benefit schemes, including renewals and new scheme setup Managing incoming correspondence, post and office administration Responding to adviser and client requests promptly and accurately About You We're looking for someone who can hit the ground running and has experience working within a regulated financial services environment. Essential Minimum 3 years' experience within Financial Services Previous experience as a Financial Services Administrator , IFA Administrator , Wealth Management Administrator or Financial Planning Administrator Excellent organisational and communication skills High attention to detail Strong administration and client service skills Confident liaising with providers, advisers and clients Desirable Knowledge of FCA regulations and compliance requirements Senior Financial Services Administration or Paraplanning experience Experience using Intelligent Office (IO) or similar back-office systems If you're looking to join a business that genuinely invests in its people, offers excellent benefits and provides long-term career development within financial planning, we'd love to hear from you. Apply today for immediate consideration.
Aug 03, 2026
Full time
Financial Services Administrator / IFA Administrator Location: Sheffield (Office-Based) Salary: £28,000 - £33,000 DOE Job Type: Full-Time Permanent Financial Services Administrator IFA Administrator Wealth Management Financial Planning Are you an experienced Financial Services Administrator looking to join a professional, supportive and growing financial planning firm? We're looking for a proactive and organised IFA Administrator to become a key member of our client support team, providing high-quality administrative support to Financial Advisers and helping deliver an exceptional client experience. This is an excellent opportunity for someone with experience in an Independent Financial Adviser (IFA) or Wealth Management environment who enjoys working in a fast-paced office and wants to continue developing their career. Why Apply? Salary £28,000 - £33,000 (DOE) Fully office-based in Sheffield Flexible working hours with core office hours of 10:30am - 4:00pm Study support towards professional qualifications 25 days holiday plus bank holidays Option to purchase up to 5 additional days annual leave Pension scheme Health Cash Plan Life Assurance (4x salary) Eye care support Regular social events Volunteering opportunities Staff discounts on Wills, LPAs and residential mortgages The Role Working closely with Financial Advisers and the wider support team, you'll play a vital role in ensuring clients receive a seamless and professional service. Key Responsibilities Managing client records using Intelligent Office (IO) and back-office systems Confirming client meetings and preparing electronic client files Requesting policy information and managing Letters of Authority through to completion Liaising with clients, providers and third parties Producing provider illustrations, application packs and client presentation documents Processing new business applications from submission through to completion Monitoring new business pipelines and chasing providers where required Supporting protection underwriting cases Preparing annual review documentation and post-review correspondence Supporting group pension and employee benefit schemes, including renewals and new scheme setup Managing incoming correspondence, post and office administration Responding to adviser and client requests promptly and accurately About You We're looking for someone who can hit the ground running and has experience working within a regulated financial services environment. Essential Minimum 3 years' experience within Financial Services Previous experience as a Financial Services Administrator , IFA Administrator , Wealth Management Administrator or Financial Planning Administrator Excellent organisational and communication skills High attention to detail Strong administration and client service skills Confident liaising with providers, advisers and clients Desirable Knowledge of FCA regulations and compliance requirements Senior Financial Services Administration or Paraplanning experience Experience using Intelligent Office (IO) or similar back-office systems If you're looking to join a business that genuinely invests in its people, offers excellent benefits and provides long-term career development within financial planning, we'd love to hear from you. Apply today for immediate consideration.
AWS Aurora, Amazon RDS, PostgreSQL DBA - MUST HAVE ACTIVE SC CLEARANCE - London or Croydon - 4 months+/RATE: £535 per day inside IR35 One of our Blue Chip Clients is urgently looking for a AWS Aurora, Amazon RDS, PostgreSQL DBA. Please find some details below: Clearance required: BPSS + SC (It needs to be an active SC with a government agency used within the last 6 months) Location: London, Croydon Job Description: Senior Database Administrator (DBA) - SIFA G7 Equivalent (Contingent Worker) Role Overview We are seeking a highly experienced Senior DBA with deep expertise in AWS Aurora, Amazon RDS and PostgreSQL to lead the design, operation, optimisation, resilience, and recovery of critical database platforms. The successful candidate will be a hands-on technical expert, actively involved in architecture decisions, database design, performance tuning, data reconciliation, and operational support. Key Responsibilities Lead the architecture, design, and implementation of enterprise database solutions on AWS. Design and maintain database schemas, data models, indexing strategies, and database standards. Drive database resilience, high availability, disaster recovery, and business continuity capabilities. Define, implement, and test backup, recovery, failover, and disaster recovery processes. Actively participate in architecture reviews, technical governance, and design authority decisions. Optimise database performance through query tuning, execution plan analysis, indexing, and configuration improvements. Provide hands-on troubleshooting and resolution of complex production issues. Perform data reconciliation, integrity validation, and root cause analysis of data discrepancies. Manage database upgrades, patching, security, monitoring, and capacity management. Work closely with architects, developers, cloud engineers, and operational teams to deliver scalable and resilient solutions. Produce and maintain technical documentation, standards, and operational procedures. Essential Skills & Experience Expert knowledge of: o AWS Aurora o Amazon RDS o PostgreSQL Strong database architecture and solution design experience. Proven experience designing highly available and resilient database platforms. Extensive SQL development, query optimisation, and performance tuning expertise. Strong knowledge of database schema design, indexing, and data modelling. Experience with database backup, recovery, replication, failover, and disaster recovery. Hands-on experience troubleshooting large-scale production database environments. Experience leading data reconciliation and data quality activities. Strong understanding of AWS services including IAM, CloudWatch, KMS, VPC, and Secrets Manager. Experience with Infrastructure as Code (Terraform/CloudFormation) and CI/CD practices. Strong stakeholder management, communication, and leadership skills. Desirable AWS Database Specialty or AWS Solutions Architect certification. Experience with MySQL, SQL Server, MongoDB, or Redis. Experience working in highly regulated or public sector environments. Candidate Profile The successful candidate will be a recognised database SME who combines strategic architecture leadership with strong hands-on technical delivery. They will drive resilience and recovery capabilities, influence architecture decisions, and ensure database platforms are secure, scalable, performant, and operationally robust. Please send CV for full details and immediate interviews. We are a preferred supplier to the client.
Jul 31, 2026
Contractor
AWS Aurora, Amazon RDS, PostgreSQL DBA - MUST HAVE ACTIVE SC CLEARANCE - London or Croydon - 4 months+/RATE: £535 per day inside IR35 One of our Blue Chip Clients is urgently looking for a AWS Aurora, Amazon RDS, PostgreSQL DBA. Please find some details below: Clearance required: BPSS + SC (It needs to be an active SC with a government agency used within the last 6 months) Location: London, Croydon Job Description: Senior Database Administrator (DBA) - SIFA G7 Equivalent (Contingent Worker) Role Overview We are seeking a highly experienced Senior DBA with deep expertise in AWS Aurora, Amazon RDS and PostgreSQL to lead the design, operation, optimisation, resilience, and recovery of critical database platforms. The successful candidate will be a hands-on technical expert, actively involved in architecture decisions, database design, performance tuning, data reconciliation, and operational support. Key Responsibilities Lead the architecture, design, and implementation of enterprise database solutions on AWS. Design and maintain database schemas, data models, indexing strategies, and database standards. Drive database resilience, high availability, disaster recovery, and business continuity capabilities. Define, implement, and test backup, recovery, failover, and disaster recovery processes. Actively participate in architecture reviews, technical governance, and design authority decisions. Optimise database performance through query tuning, execution plan analysis, indexing, and configuration improvements. Provide hands-on troubleshooting and resolution of complex production issues. Perform data reconciliation, integrity validation, and root cause analysis of data discrepancies. Manage database upgrades, patching, security, monitoring, and capacity management. Work closely with architects, developers, cloud engineers, and operational teams to deliver scalable and resilient solutions. Produce and maintain technical documentation, standards, and operational procedures. Essential Skills & Experience Expert knowledge of: o AWS Aurora o Amazon RDS o PostgreSQL Strong database architecture and solution design experience. Proven experience designing highly available and resilient database platforms. Extensive SQL development, query optimisation, and performance tuning expertise. Strong knowledge of database schema design, indexing, and data modelling. Experience with database backup, recovery, replication, failover, and disaster recovery. Hands-on experience troubleshooting large-scale production database environments. Experience leading data reconciliation and data quality activities. Strong understanding of AWS services including IAM, CloudWatch, KMS, VPC, and Secrets Manager. Experience with Infrastructure as Code (Terraform/CloudFormation) and CI/CD practices. Strong stakeholder management, communication, and leadership skills. Desirable AWS Database Specialty or AWS Solutions Architect certification. Experience with MySQL, SQL Server, MongoDB, or Redis. Experience working in highly regulated or public sector environments. Candidate Profile The successful candidate will be a recognised database SME who combines strategic architecture leadership with strong hands-on technical delivery. They will drive resilience and recovery capabilities, influence architecture decisions, and ensure database platforms are secure, scalable, performant, and operationally robust. Please send CV for full details and immediate interviews. We are a preferred supplier to the client.
Financial Services Administrator Location: Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish!) Salary: Up to £30,000 depending on experience We are looking for an experienced Financial Services Administrator to join our Business Processing team. You will ensure all new business and servicing business is processed accurately, promptly and in line with compliance requirements. The role requires strong attention to detail, clear documentation, and the ability to manage tasks within strict service-level deadlines. The position also includes monitoring client cash balances on a monthly basis and liaising with Planners and Clients to ensure portfolios remain appropriately aligned. You will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training Why Join Radiant? We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you ll benefit from: Work- life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working Generous time off: 28 days holiday + bank holidays + your birthday off Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts Career development & progression: Access to the Radiant Academy for structured training. Team culture: Join a collaborative, approachable group of professionals who value both excellence and support What You ll Be Doing New Business & Servicing Processing Process a variety of new business types, including: Pension and ISA transfers and new money, protection applications, EIS/VCT, withdrawals, fund switches and trading Ensure all required compliance documentation is in place prior to submission. Update the back-office system in line with the advice journey, ensuring all notes are accurate, clear and detailed. Manage business from submission through to completion, keeping clients informed of progress. Liaise with Planners and wider team members as necessary. Review client cash balances across various provider platforms on a monthly basis. Identify high or low balances and liaise with Planners and Clients to ensure portfolios remain aligned with recommendations. What You ll Bring Knowledge Strong understanding of the financial planning process. Experience processing business across a variety of provider platforms. Excellent communication skills, including professional telephone manner. High standard of written and spoken English. Experience Proven experience working within an IFA Financial Services Administration role (essential). Skills and Attributes Proficient IT skills, including spreadsheets and databases. Strong planning and organisational abilities. High level of accuracy and attention to detail. Methodical approach to workload management. Demonstrates honesty and integrity in all aspects of work. Consumer Duty You must maintain an understanding of the four pillars of Consumer Duty and how they relate practically to the execution of your role. Your attendance at relevant Consumer Duty training is mandated to ensure that your knowledge and experience remains up to date. The Consumer Duty pillars are: Consumer Understanding - Consumers are equipped to make good decisions. Information is made available at the right time and is understandable. Price and Value Products and services should be sold at a price that reflects their value. There should be no excessively high fees. Product and Services The firm s products and services should be fit for purpose. The terms match the target consumer needs and products and services work as expected. Consumer Support Customer service should be responsive and helpful. It should be as easy to complain about or switch and cancel products or services as it was to buy them. Apply Now! If you re ready to take the next step in your Financial Services career - developing your skills and progressing toward senior roles - we d love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
Jul 31, 2026
Full time
Financial Services Administrator Location: Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish!) Salary: Up to £30,000 depending on experience We are looking for an experienced Financial Services Administrator to join our Business Processing team. You will ensure all new business and servicing business is processed accurately, promptly and in line with compliance requirements. The role requires strong attention to detail, clear documentation, and the ability to manage tasks within strict service-level deadlines. The position also includes monitoring client cash balances on a monthly basis and liaising with Planners and Clients to ensure portfolios remain appropriately aligned. You will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training Why Join Radiant? We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you ll benefit from: Work- life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working Generous time off: 28 days holiday + bank holidays + your birthday off Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts Career development & progression: Access to the Radiant Academy for structured training. Team culture: Join a collaborative, approachable group of professionals who value both excellence and support What You ll Be Doing New Business & Servicing Processing Process a variety of new business types, including: Pension and ISA transfers and new money, protection applications, EIS/VCT, withdrawals, fund switches and trading Ensure all required compliance documentation is in place prior to submission. Update the back-office system in line with the advice journey, ensuring all notes are accurate, clear and detailed. Manage business from submission through to completion, keeping clients informed of progress. Liaise with Planners and wider team members as necessary. Review client cash balances across various provider platforms on a monthly basis. Identify high or low balances and liaise with Planners and Clients to ensure portfolios remain aligned with recommendations. What You ll Bring Knowledge Strong understanding of the financial planning process. Experience processing business across a variety of provider platforms. Excellent communication skills, including professional telephone manner. High standard of written and spoken English. Experience Proven experience working within an IFA Financial Services Administration role (essential). Skills and Attributes Proficient IT skills, including spreadsheets and databases. Strong planning and organisational abilities. High level of accuracy and attention to detail. Methodical approach to workload management. Demonstrates honesty and integrity in all aspects of work. Consumer Duty You must maintain an understanding of the four pillars of Consumer Duty and how they relate practically to the execution of your role. Your attendance at relevant Consumer Duty training is mandated to ensure that your knowledge and experience remains up to date. The Consumer Duty pillars are: Consumer Understanding - Consumers are equipped to make good decisions. Information is made available at the right time and is understandable. Price and Value Products and services should be sold at a price that reflects their value. There should be no excessively high fees. Product and Services The firm s products and services should be fit for purpose. The terms match the target consumer needs and products and services work as expected. Consumer Support Customer service should be responsive and helpful. It should be as easy to complain about or switch and cancel products or services as it was to buy them. Apply Now! If you re ready to take the next step in your Financial Services career - developing your skills and progressing toward senior roles - we d love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
Oakley Recruitment is working in partnership with an expanding organisation based in Cardiff. This is an excellent opportunity to join the team as an IFA Client Services Supervisor on a full-time permanent basis. Culture and Environment Our client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients while cultivating an environment where employees feel valued, supported, and driven to grow. Innovation, development, and excellence are at the heart of everything they do. Personality This candidate will be responsible for overseeing a team of client services executives and administrators, ensuring efficient management of workflow, compliance with regulatory requirements and the delivery of excellent client service to their internal and external clients. You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working. Reward 35,000 - 45,000 Competitive salary Contributory pension scheme Medical cash plan scheme Discounts on products and services Annual bonus Christmas party and summer events Additional holiday days for long service 25 days annual leave plus 8 bank holidays Buy and sell an extra 5 days of holiday Gifted birthday holiday day Employee referral bonus scheme Secure parking Discounted gym access Discounted financial advice Referral schemes Job Role: Leading, motivating, and developing a team of IFA Client Services Executives and Administrators, creating a positive and high-performing working environment Overseeing the allocation of workloads, ensuring tasks are completed accurately, efficiently, and within agreed service levels Monitoring compliance with FCA regulations and internal procedures, reviewing work to ensure quality standards and regulatory requirements are consistently met Acting as the main point of escalation for complex client, adviser, and administrative queries, delivering effective solutions and exceptional customer service Supporting the ongoing development of the team through coaching, one-to-one meetings, performance reviews, and regular team communication Identifying opportunities to improve processes, implementing best practices, and driving continuous improvements across the department Producing performance reports, monitoring key performance indicators, and collaborating with senior management to support operational success Skills and experience: Previous experience within financial services administration, ideally within an IFA environment Proven leadership or supervisory experience, with the ability to motivate, coach, and develop high-performing teams Strong understanding of FCA regulations and compliance requirements within a financial services setting Excellent organisational and time management skills, with the ability to prioritise workloads and meet deadlines Confident communication and relationship-building skills, capable of working effectively with clients, advisers, and internal stakeholders Strong problem-solving skills, with the ability to manage escalated queries and implement effective solutions Proficient in Microsoft Office and industry-specific systems, with a high level of accuracy and attention to detail Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting for Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the Employment Agencies Act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NI number will be required, as part of your interview process.
Jul 31, 2026
Full time
Oakley Recruitment is working in partnership with an expanding organisation based in Cardiff. This is an excellent opportunity to join the team as an IFA Client Services Supervisor on a full-time permanent basis. Culture and Environment Our client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients while cultivating an environment where employees feel valued, supported, and driven to grow. Innovation, development, and excellence are at the heart of everything they do. Personality This candidate will be responsible for overseeing a team of client services executives and administrators, ensuring efficient management of workflow, compliance with regulatory requirements and the delivery of excellent client service to their internal and external clients. You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working. Reward 35,000 - 45,000 Competitive salary Contributory pension scheme Medical cash plan scheme Discounts on products and services Annual bonus Christmas party and summer events Additional holiday days for long service 25 days annual leave plus 8 bank holidays Buy and sell an extra 5 days of holiday Gifted birthday holiday day Employee referral bonus scheme Secure parking Discounted gym access Discounted financial advice Referral schemes Job Role: Leading, motivating, and developing a team of IFA Client Services Executives and Administrators, creating a positive and high-performing working environment Overseeing the allocation of workloads, ensuring tasks are completed accurately, efficiently, and within agreed service levels Monitoring compliance with FCA regulations and internal procedures, reviewing work to ensure quality standards and regulatory requirements are consistently met Acting as the main point of escalation for complex client, adviser, and administrative queries, delivering effective solutions and exceptional customer service Supporting the ongoing development of the team through coaching, one-to-one meetings, performance reviews, and regular team communication Identifying opportunities to improve processes, implementing best practices, and driving continuous improvements across the department Producing performance reports, monitoring key performance indicators, and collaborating with senior management to support operational success Skills and experience: Previous experience within financial services administration, ideally within an IFA environment Proven leadership or supervisory experience, with the ability to motivate, coach, and develop high-performing teams Strong understanding of FCA regulations and compliance requirements within a financial services setting Excellent organisational and time management skills, with the ability to prioritise workloads and meet deadlines Confident communication and relationship-building skills, capable of working effectively with clients, advisers, and internal stakeholders Strong problem-solving skills, with the ability to manage escalated queries and implement effective solutions Proficient in Microsoft Office and industry-specific systems, with a high level of accuracy and attention to detail Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting for Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the Employment Agencies Act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NI number will be required, as part of your interview process.
Job Title: Database Administrator (AWS, Aurora and RDS) Rate: 500 - 565 Clearance required: BPSS + SC (It needs to be an active SC with a government agency used within the last 6 months) Location: London, Croydon - 2/3 days on site Job Description: Senior Database Administrator (DBA) - SIFA G7 Equivalent (Contingent Worker) Role Overview We are seeking a highly experienced Senior DBA with deep expertise in AWS Aurora, Amazon RDS and PostgreSQL to lead the design, operation, optimisation, resilience, and recovery of critical database platforms. The successful candidate will be a hands-on technical expert, actively involved in architecture decisions, database design, performance tuning, data reconciliation, and operational support. Key Responsibilities Lead the architecture, design, and implementation of enterprise database solutions on AWS. Design and maintain database schemas, data models, indexing strategies, and database standards. Drive database resilience, high availability, disaster recovery, and business continuity capabilities. Define, implement, and test backup, recovery, failover, and disaster recovery processes. Actively participate in architecture reviews, technical governance, and design authority decisions. Optimise database performance through query tuning, execution plan analysis, indexing, and configuration improvements. Provide hands-on troubleshooting and resolution of complex production issues. Perform data reconciliation, integrity validation, and root cause analysis of data discrepancies. Manage database upgrades, patching, security, monitoring, and capacity management. Work closely with architects, developers, cloud engineers, and operational teams to deliver scalable and resilient solutions. Produce and maintain technical documentation, standards, and operational procedures. Essential Skills & Experience Expert knowledge of: o AWS Aurora o Amazon RDS o PostgreSQL Strong database architecture and solution design experience. Proven experience designing highly available and resilient database platforms. Extensive SQL development, query optimisation, and performance tuning expertise. Strong knowledge of database schema design, indexing, and data modelling. Experience with database backup, recovery, replication, failover, and disaster recovery. Hands-on experience troubleshooting large-scale production database environments. Experience leading data reconciliation and data quality activities. Strong understanding of AWS services including IAM, CloudWatch, KMS, VPC, and Secrets Manager. Experience with Infrastructure as Code (Terraform/CloudFormation) and CI/CD practices. Strong stakeholder management, communication, and leadership skills. Desirable AWS Database Specialty or AWS Solutions Architect certification. Experience with MySQL, SQL Server, MongoDB, or Redis. Experience working in highly regulated or public sector environments. Candidate Profile The successful candidate will be a recognised database SME who combines strategic architecture leadership with strong hands-on technical delivery. They will drive resilience and recovery capabilities, influence architecture decisions, and ensure database platforms are secure, scalable, performant, and operationally robust. 'This role requires additional vetting, which means this could take longer than our normal onboarding process. You will require additional vetting for this position, which means the process can take longer than the usual onboarding process with Capgemini. Please do not hesitate to get in touch if you have any queries.' If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.
Jul 30, 2026
Contractor
Job Title: Database Administrator (AWS, Aurora and RDS) Rate: 500 - 565 Clearance required: BPSS + SC (It needs to be an active SC with a government agency used within the last 6 months) Location: London, Croydon - 2/3 days on site Job Description: Senior Database Administrator (DBA) - SIFA G7 Equivalent (Contingent Worker) Role Overview We are seeking a highly experienced Senior DBA with deep expertise in AWS Aurora, Amazon RDS and PostgreSQL to lead the design, operation, optimisation, resilience, and recovery of critical database platforms. The successful candidate will be a hands-on technical expert, actively involved in architecture decisions, database design, performance tuning, data reconciliation, and operational support. Key Responsibilities Lead the architecture, design, and implementation of enterprise database solutions on AWS. Design and maintain database schemas, data models, indexing strategies, and database standards. Drive database resilience, high availability, disaster recovery, and business continuity capabilities. Define, implement, and test backup, recovery, failover, and disaster recovery processes. Actively participate in architecture reviews, technical governance, and design authority decisions. Optimise database performance through query tuning, execution plan analysis, indexing, and configuration improvements. Provide hands-on troubleshooting and resolution of complex production issues. Perform data reconciliation, integrity validation, and root cause analysis of data discrepancies. Manage database upgrades, patching, security, monitoring, and capacity management. Work closely with architects, developers, cloud engineers, and operational teams to deliver scalable and resilient solutions. Produce and maintain technical documentation, standards, and operational procedures. Essential Skills & Experience Expert knowledge of: o AWS Aurora o Amazon RDS o PostgreSQL Strong database architecture and solution design experience. Proven experience designing highly available and resilient database platforms. Extensive SQL development, query optimisation, and performance tuning expertise. Strong knowledge of database schema design, indexing, and data modelling. Experience with database backup, recovery, replication, failover, and disaster recovery. Hands-on experience troubleshooting large-scale production database environments. Experience leading data reconciliation and data quality activities. Strong understanding of AWS services including IAM, CloudWatch, KMS, VPC, and Secrets Manager. Experience with Infrastructure as Code (Terraform/CloudFormation) and CI/CD practices. Strong stakeholder management, communication, and leadership skills. Desirable AWS Database Specialty or AWS Solutions Architect certification. Experience with MySQL, SQL Server, MongoDB, or Redis. Experience working in highly regulated or public sector environments. Candidate Profile The successful candidate will be a recognised database SME who combines strategic architecture leadership with strong hands-on technical delivery. They will drive resilience and recovery capabilities, influence architecture decisions, and ensure database platforms are secure, scalable, performant, and operationally robust. 'This role requires additional vetting, which means this could take longer than our normal onboarding process. You will require additional vetting for this position, which means the process can take longer than the usual onboarding process with Capgemini. Please do not hesitate to get in touch if you have any queries.' If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.
Senior Client Support Administrator Financial Services Location - Leeds (LS1) Salary - £35,000 + Benefits Working Pattern In Office An excellent opportunity has arisen for a professional Senior Client Support Administrator adept at supporting all areas of the Practice. You will be part of a fast-paced team managing the work generated by the Advisers and offering support as required. This business is well established and highly successful. The Role: Senior Client Support Administrator You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with general enquiries You will have experience with business submission using bespoke software You will have technical knowledge with cases such as Death Claims, Trusts, Multi Trust planning, Investment Bonds, VCT / EIS s, SIPP / SSAS. You will need to ensure that business is processed accurately and within agreed timescales You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework The Person: Senior Client Support Administrator This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a can do working style. You will have been working in a Financial Services, Wealth Management, or IFA environment for several years and have good all-round knowledge which you are looking to expand and develop You have excellent IT and communication skills, are highly organised and can make decisions Ideally, you have used the CRM Salesforce, iBusiness & Docusign You are a self-starter and able to work with little or no supervision You will take responsibility for coaching and / or mentoring newer members of the team and be an advocate of change. It is essential that as a Senior Administrator you are confident in dealing with 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 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 29, 2026
Full time
Senior Client Support Administrator Financial Services Location - Leeds (LS1) Salary - £35,000 + Benefits Working Pattern In Office An excellent opportunity has arisen for a professional Senior Client Support Administrator adept at supporting all areas of the Practice. You will be part of a fast-paced team managing the work generated by the Advisers and offering support as required. This business is well established and highly successful. The Role: Senior Client Support Administrator You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with general enquiries You will have experience with business submission using bespoke software You will have technical knowledge with cases such as Death Claims, Trusts, Multi Trust planning, Investment Bonds, VCT / EIS s, SIPP / SSAS. You will need to ensure that business is processed accurately and within agreed timescales You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework The Person: Senior Client Support Administrator This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a can do working style. You will have been working in a Financial Services, Wealth Management, or IFA environment for several years and have good all-round knowledge which you are looking to expand and develop You have excellent IT and communication skills, are highly organised and can make decisions Ideally, you have used the CRM Salesforce, iBusiness & Docusign You are a self-starter and able to work with little or no supervision You will take responsibility for coaching and / or mentoring newer members of the team and be an advocate of change. It is essential that as a Senior Administrator you are confident in dealing with 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 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.
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Jul 29, 2026
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working is available to staff but this position requires someone to be in the office most of the time
Jul 28, 2026
Full time
My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working is available to staff but this position requires someone to be in the office most of the time
I am recruiting on behalf of my client, a well-established and growing FMCG business, for an experienced HR Coordinator to join their team on a part-time basis. This is an excellent opportunity for an organised and detail-focused HR professional with payroll experience to support the delivery of HR operations across the full employee lifecycle. Working closely with the senior HR lead, you will ensure payroll is processed accurately, compliantly, and on time while providing effective HR administration support within a fast-paced operational environment. The successful candidate will join a collaborative organisation that values professionalism, integrity, care, and continuous improvement. About the Company My client is a long-established, family-run FMCG business with approximately 90 employees across multiple UK locations. The organisation operates within a fast-paced environment, providing distribution, warehousing, fulfilment, and logistics services to customers across the UK. The business is committed to delivering excellent service while maintaining a strong people-focused culture. Key Responsibilities Maintain accurate and confidential employee records across HR systems, ensuring compliance and data integrity. Coordinate onboarding activities, including contracts, right-to-work checks, system access, and inductions. Manage employee lifecycle administration, including starters, leavers, contractual changes, and employee records. Support recruitment activity, including advertising, interview coordination, offers, references, and pre-employment checks. Prepare HR documentation, correspondence, contracts, variations, and employee letters. Support managers with HR processes, documentation, and HR system usage. Assist with employee relations processes, including meeting preparation and accurate note-taking. Support HR reporting, audits, compliance checks, and policy administration. Identify opportunities to improve HR processes and employee experience. Process accurate weekly and monthly payroll for hourly and salaried employees. Validate payroll inputs including hours, overtime, bonuses, deductions, and statutory payments. Maintain payroll records and process payroll changes including starters, leavers, and amendments. Produce payroll reports, payslips, and supporting payroll documentation. Act as the first point of contact for payroll queries. Ensure compliance with UK payroll legislation, including HMRC requirements, pensions, statutory payments, and National Minimum Wage. Skills & Experience Previous experience within an HR Administrator, HR Coordinator, or HR & Payroll support role. Hands-on payroll processing experience for both hourly and salaried employees. Strong understanding of UK payroll legislation and HR compliance requirements. Experience within FMCG, logistics, distribution, warehousing, manufacturing, or a similar operational environment is desirable. Strong administration, organisation, and attention to detail skills. Experience using HR systems and payroll software; Sage Payroll and Sage HR are desirable. Excellent communication skills with the ability to build effective relationships at all levels. Professional and discreet approach when handling confidential information. CIPD qualification or working towards one is desirable. Personal Attributes Proactive, reliable, and solutions-focused. Able to manage multiple priorities and meet deadlines. Comfortable working in a growing and changing environment. Interested in continuous improvement and smarter ways of working. Demonstrates professionalism, integrity, and sound judgement.
Jul 27, 2026
Full time
I am recruiting on behalf of my client, a well-established and growing FMCG business, for an experienced HR Coordinator to join their team on a part-time basis. This is an excellent opportunity for an organised and detail-focused HR professional with payroll experience to support the delivery of HR operations across the full employee lifecycle. Working closely with the senior HR lead, you will ensure payroll is processed accurately, compliantly, and on time while providing effective HR administration support within a fast-paced operational environment. The successful candidate will join a collaborative organisation that values professionalism, integrity, care, and continuous improvement. About the Company My client is a long-established, family-run FMCG business with approximately 90 employees across multiple UK locations. The organisation operates within a fast-paced environment, providing distribution, warehousing, fulfilment, and logistics services to customers across the UK. The business is committed to delivering excellent service while maintaining a strong people-focused culture. Key Responsibilities Maintain accurate and confidential employee records across HR systems, ensuring compliance and data integrity. Coordinate onboarding activities, including contracts, right-to-work checks, system access, and inductions. Manage employee lifecycle administration, including starters, leavers, contractual changes, and employee records. Support recruitment activity, including advertising, interview coordination, offers, references, and pre-employment checks. Prepare HR documentation, correspondence, contracts, variations, and employee letters. Support managers with HR processes, documentation, and HR system usage. Assist with employee relations processes, including meeting preparation and accurate note-taking. Support HR reporting, audits, compliance checks, and policy administration. Identify opportunities to improve HR processes and employee experience. Process accurate weekly and monthly payroll for hourly and salaried employees. Validate payroll inputs including hours, overtime, bonuses, deductions, and statutory payments. Maintain payroll records and process payroll changes including starters, leavers, and amendments. Produce payroll reports, payslips, and supporting payroll documentation. Act as the first point of contact for payroll queries. Ensure compliance with UK payroll legislation, including HMRC requirements, pensions, statutory payments, and National Minimum Wage. Skills & Experience Previous experience within an HR Administrator, HR Coordinator, or HR & Payroll support role. Hands-on payroll processing experience for both hourly and salaried employees. Strong understanding of UK payroll legislation and HR compliance requirements. Experience within FMCG, logistics, distribution, warehousing, manufacturing, or a similar operational environment is desirable. Strong administration, organisation, and attention to detail skills. Experience using HR systems and payroll software; Sage Payroll and Sage HR are desirable. Excellent communication skills with the ability to build effective relationships at all levels. Professional and discreet approach when handling confidential information. CIPD qualification or working towards one is desirable. Personal Attributes Proactive, reliable, and solutions-focused. Able to manage multiple priorities and meet deadlines. Comfortable working in a growing and changing environment. Interested in continuous improvement and smarter ways of working. Demonstrates professionalism, integrity, and sound judgement.
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 07, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.
Oct 02, 2025
Full time
Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.
Team Administrator Senior Administrator £28,000 - £30,000 with 2 bonuses per year based on company profits MUST HAVE STRONG EXCEL SKILLS Hybrid Working 2/3 days in the office per month Your new role Hays are proud to be working with a rapidly growing global organisation who are seeking a proactive and highly organised Senior Administrator to join their dynamic team in Halifax. In this pivotal role, you will provide comprehensive support to the Operations Director, handling a range of PA duties, while also offering complex administrative assistance to a team of field Sales Account Managers. This is a fantastic opportunity for someone who thrives in a fast-paced environment and enjoys being at the heart of a busy team. Acting as PA to the Head of UK Operations, organising travel, keeping track of details, calendar updatesGeneral office administration - post, invoices, and expensesWith Excel reporting, you must be comfortable with VLookups, countiffs, statements, conditional formatting and able to design, prepare, and run reports using Excel. Collaboration with and assisting the sales and technical team in the UK Liaising closely with the Export teamCustomer care and support, including answering emails and the phone Meeting and event organisation including travel and hotel bookings - UK and internationally Assisting with technical sales and new projectsProviding admin support and producing workflow documentationCreation and maintenance of a tender document library, keeping track of what documents we have and need, selection for translation, proofreadingUpdating the CRM system and relevant reportingProducing reports including sales and data analysis, order books, survey reports, and training manuals What you'll get in return Discretionary Bonus scheme paid twice per yearGroup pension scheme and private healthFlexibility and home office daysProfessional and personal development30-day holidays What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Oct 01, 2025
Full time
Team Administrator Senior Administrator £28,000 - £30,000 with 2 bonuses per year based on company profits MUST HAVE STRONG EXCEL SKILLS Hybrid Working 2/3 days in the office per month Your new role Hays are proud to be working with a rapidly growing global organisation who are seeking a proactive and highly organised Senior Administrator to join their dynamic team in Halifax. In this pivotal role, you will provide comprehensive support to the Operations Director, handling a range of PA duties, while also offering complex administrative assistance to a team of field Sales Account Managers. This is a fantastic opportunity for someone who thrives in a fast-paced environment and enjoys being at the heart of a busy team. Acting as PA to the Head of UK Operations, organising travel, keeping track of details, calendar updatesGeneral office administration - post, invoices, and expensesWith Excel reporting, you must be comfortable with VLookups, countiffs, statements, conditional formatting and able to design, prepare, and run reports using Excel. Collaboration with and assisting the sales and technical team in the UK Liaising closely with the Export teamCustomer care and support, including answering emails and the phone Meeting and event organisation including travel and hotel bookings - UK and internationally Assisting with technical sales and new projectsProviding admin support and producing workflow documentationCreation and maintenance of a tender document library, keeping track of what documents we have and need, selection for translation, proofreadingUpdating the CRM system and relevant reportingProducing reports including sales and data analysis, order books, survey reports, and training manuals What you'll get in return Discretionary Bonus scheme paid twice per yearGroup pension scheme and private healthFlexibility and home office daysProfessional and personal development30-day holidays What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior Financial Services Administrator to lead and support their client services team click apply for full job details
Sep 27, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior Financial Services Administrator to lead and support their client services team click apply for full job details
Senior Financial Administrator £36,000 basic salary (4 days per week) Wealth Management Firm working with HNW clients Wokingham Offices (Surrey) My client are a boutique independent wealth planning firm with offices in Wokingham who have been operating for many years and built the trust of their clients. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Berkshire, Surrey, Sussex and London. In their current setup they manage the affairs of 250 families with assets ranging from £100k to £750k invested and a total of £40m AUM with 2 advisers They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also have a dedicated Practice Manager ensuring a smooth functioning of the business. The MD is creating a brand-new role for a Financial Administrator who is highly experienced across end-to-end administration and MUST have knowledge of Intelligent Office. You will support the 2 advisers with all new business, existing clients, some basic suitability letters and compliance checks. Experience within a wealth management firm will be essential and a range of knowledge across different platforms. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 24, 2025
Full time
Senior Financial Administrator £36,000 basic salary (4 days per week) Wealth Management Firm working with HNW clients Wokingham Offices (Surrey) My client are a boutique independent wealth planning firm with offices in Wokingham who have been operating for many years and built the trust of their clients. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Berkshire, Surrey, Sussex and London. In their current setup they manage the affairs of 250 families with assets ranging from £100k to £750k invested and a total of £40m AUM with 2 advisers They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also have a dedicated Practice Manager ensuring a smooth functioning of the business. The MD is creating a brand-new role for a Financial Administrator who is highly experienced across end-to-end administration and MUST have knowledge of Intelligent Office. You will support the 2 advisers with all new business, existing clients, some basic suitability letters and compliance checks. Experience within a wealth management firm will be essential and a range of knowledge across different platforms. If this role sounds of interest or any other roles I am working on please get in touch.
Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.
Sep 23, 2025
Full time
Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.
Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you. Our client, an award winning Wealth Management firm, is looking to expand their offering to HNW Private Clients. They are looking to attract a professional and proactive Administration and Support professional who will take a hands on approach to work, acting as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover all aspects of the Wealth Management process The successful candidate will have in depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice. You will be able to manage multiple tasks and demonstrate in depth understanding of products and processes. You will be highly IT literate with experience of Financial Services systems and Platforms. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Investments, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Sep 23, 2025
Full time
Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you. Our client, an award winning Wealth Management firm, is looking to expand their offering to HNW Private Clients. They are looking to attract a professional and proactive Administration and Support professional who will take a hands on approach to work, acting as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover all aspects of the Wealth Management process The successful candidate will have in depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice. You will be able to manage multiple tasks and demonstrate in depth understanding of products and processes. You will be highly IT literate with experience of Financial Services systems and Platforms. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Investments, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Senior IFA Administrator Location: London Salary: £34,000 - £38,000 Duration: Permanent, Full time, hybrid working (2 days a week from home) Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support The Role We are working with a well-respected firm in London who are looking to add a Senior IFA Administrator to their established team. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £38,000 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams
Sep 23, 2025
Full time
Senior IFA Administrator Location: London Salary: £34,000 - £38,000 Duration: Permanent, Full time, hybrid working (2 days a week from home) Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support The Role We are working with a well-respected firm in London who are looking to add a Senior IFA Administrator to their established team. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £38,000 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams
Paraplanner Salary: £40,000 - £50,000 (Negotiable depending on experience) Location: Glasgow Job Type: Full-time, Permanent Interested in joining a truly independent financial planning firm? This is a well-rounded paraplanning role, you'll be supporting Financial Planners mostly with recommendation preparation - conducting technical research, drafting suitability reports, assisting in adjusting client portfolios etc. Here you would have the chance to be much more involved with clients than you might have been previously, participating in client meetings and contributing directly to their financial success. The whole team working together and communicating well is key to ensuring the best outcomes for clients. You'll also work with a diverse and comprehensive product range, ensuring no two days are the same. If you're ready to take your career to the next level and be part of a dynamic, client-focused team, we want to hear from you! What will you be doing? Support and Liaison: Assist advisers with preparing and administering recommendations Recommendation Preparation: Conduct research, prepare documentation, draft suitability reports, complete applications, and adjust client portfolios Project Participation: Engage in project work, such as tax year end Client Interaction: Arrange and attend client meetings, review investment portfolios, and ensure client contact aligns with service agreements File Management: Collect and maintain compliant client documentation Query Handling: Address client queries efficiently and promptly The ideal person: Experienced Paraplanner, or Senior Administrator from an IFA / Wealth Management background Good knowledge of Pensions, Investments, IHT planning Level 4 qualified (or willing to work towards) Report writing and research experience What's in it for you? You will be rewarded with an excellent benefits package, including: Competitive salary Pension Death in service Income protection Critical illness cover Exam support Interested in finding out more? Apply now and we'd be happy to give you some more details.
Sep 23, 2025
Full time
Paraplanner Salary: £40,000 - £50,000 (Negotiable depending on experience) Location: Glasgow Job Type: Full-time, Permanent Interested in joining a truly independent financial planning firm? This is a well-rounded paraplanning role, you'll be supporting Financial Planners mostly with recommendation preparation - conducting technical research, drafting suitability reports, assisting in adjusting client portfolios etc. Here you would have the chance to be much more involved with clients than you might have been previously, participating in client meetings and contributing directly to their financial success. The whole team working together and communicating well is key to ensuring the best outcomes for clients. You'll also work with a diverse and comprehensive product range, ensuring no two days are the same. If you're ready to take your career to the next level and be part of a dynamic, client-focused team, we want to hear from you! What will you be doing? Support and Liaison: Assist advisers with preparing and administering recommendations Recommendation Preparation: Conduct research, prepare documentation, draft suitability reports, complete applications, and adjust client portfolios Project Participation: Engage in project work, such as tax year end Client Interaction: Arrange and attend client meetings, review investment portfolios, and ensure client contact aligns with service agreements File Management: Collect and maintain compliant client documentation Query Handling: Address client queries efficiently and promptly The ideal person: Experienced Paraplanner, or Senior Administrator from an IFA / Wealth Management background Good knowledge of Pensions, Investments, IHT planning Level 4 qualified (or willing to work towards) Report writing and research experience What's in it for you? You will be rewarded with an excellent benefits package, including: Competitive salary Pension Death in service Income protection Critical illness cover Exam support Interested in finding out more? Apply now and we'd be happy to give you some more details.
