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financial planning administrator
Reed
Administrator Team Leader
Reed Wallington, Surrey
Team Leader (Gas Installations) Location: Epsom Salary: £30,000 per annum Hours: Monday to Friday, 8:00am to 5:00pm Reporting To: Gas Installation Office Manager About the Role We are seeking an organised and proactive Team Leader to join our Gas Installation Department. This is a predominantly office-based position working closely with engineers, surveyors, customer service teams and management to ensure installation works are scheduled, planned and completed efficiently. The successful candidate will lead and support the administration team, manage key client relationships, oversee scheduling and invoicing processes, and help drive performance against company targets and KPIs. Key Responsibilities Team Leadership & Operational Management Lead and support the installation administration team. Coach, mentor and develop team members. Conduct appraisals and performance reviews. Coordinate annual leave and absence management. Manage escalations and assist with disciplinary and grievance procedures. Deputise for the Office Manager when required. Scheduling & Planning Oversee engineer and subcontractor scheduling and programming. Ensure appointments are booked and managed within agreed timescales. Create and maintain forecasting plans for clients to meet budget requirements. Monitor work in progress and ensure timely completion of jobs. Client & Customer Management Act as a key point of contact for customers and clients. Manage several key client accounts with contract values of up to £5 million. Ensure all customer and client queries are resolved efficiently. Attend client meetings when required. Administration & Financial Control Extract, update and maintain information across company systems. Distribute documentation in line with client requirements. Oversee invoicing for completed works. Ensure monthly invoice and job closure targets are achieved. Assist with KPI reporting, outstanding jobs reporting and cost control activities. Skills & Experience Required Previous experience in a supervisory or team leader position. Strong coaching and mentoring skills. Excellent organisational and communication abilities. Competent user of IT systems and databases. Ability to manage multiple priorities in a fast-paced environment. Strong customer service and stakeholder management skills. Flexible and proactive approach to work. Ability to identify improvements and provide innovative solutions. What You'll Bring A positive leadership style that motivates and develops others. Strong attention to detail and problem-solving skills. Commitment to delivering excellent customer service. Ability to improve team performance, productivity and morale. Benefits Competitive salary of £30,000 per annum Monday to Friday working pattern Opportunity to lead and develop a growing team Supportive working environment based in Epsom This is an excellent opportunity for an experienced administrator or team leader looking to take the next step in their career within a busy and growing Gas Installation operation.
Aug 01, 2026
Full time
Team Leader (Gas Installations) Location: Epsom Salary: £30,000 per annum Hours: Monday to Friday, 8:00am to 5:00pm Reporting To: Gas Installation Office Manager About the Role We are seeking an organised and proactive Team Leader to join our Gas Installation Department. This is a predominantly office-based position working closely with engineers, surveyors, customer service teams and management to ensure installation works are scheduled, planned and completed efficiently. The successful candidate will lead and support the administration team, manage key client relationships, oversee scheduling and invoicing processes, and help drive performance against company targets and KPIs. Key Responsibilities Team Leadership & Operational Management Lead and support the installation administration team. Coach, mentor and develop team members. Conduct appraisals and performance reviews. Coordinate annual leave and absence management. Manage escalations and assist with disciplinary and grievance procedures. Deputise for the Office Manager when required. Scheduling & Planning Oversee engineer and subcontractor scheduling and programming. Ensure appointments are booked and managed within agreed timescales. Create and maintain forecasting plans for clients to meet budget requirements. Monitor work in progress and ensure timely completion of jobs. Client & Customer Management Act as a key point of contact for customers and clients. Manage several key client accounts with contract values of up to £5 million. Ensure all customer and client queries are resolved efficiently. Attend client meetings when required. Administration & Financial Control Extract, update and maintain information across company systems. Distribute documentation in line with client requirements. Oversee invoicing for completed works. Ensure monthly invoice and job closure targets are achieved. Assist with KPI reporting, outstanding jobs reporting and cost control activities. Skills & Experience Required Previous experience in a supervisory or team leader position. Strong coaching and mentoring skills. Excellent organisational and communication abilities. Competent user of IT systems and databases. Ability to manage multiple priorities in a fast-paced environment. Strong customer service and stakeholder management skills. Flexible and proactive approach to work. Ability to identify improvements and provide innovative solutions. What You'll Bring A positive leadership style that motivates and develops others. Strong attention to detail and problem-solving skills. Commitment to delivering excellent customer service. Ability to improve team performance, productivity and morale. Benefits Competitive salary of £30,000 per annum Monday to Friday working pattern Opportunity to lead and develop a growing team Supportive working environment based in Epsom This is an excellent opportunity for an experienced administrator or team leader looking to take the next step in their career within a busy and growing Gas Installation operation.
Hays Business Support
IFA Administrator
Hays Business Support Chester, Cheshire
Your new company I am working with a long standing and well established financial planning firm in Chester City Centre to recruit a professional IFA administrator to support with their front of house operation and administration duties to cover a gap in the team! Your new role Working in a small firm, you will be the first point of contact for clients utilising the firm's services. You will provide an exceptional front of house service both in person and via the phone. Supporting a team of financial advisers and paraplanners, you will be supporting with administration for investments and other financial processes. You will be responsible for supporting with the preparation of client packs/bundles, managing client correspondence, as well as basic administration such as photocopying, scanning and email management. You will be providing the initial hospitality for clients coming into the business. What you'll need to succeed Prior experience in a professional services environment is essential for this post in order to hit the ground running. You will be professionally presented, and be prepared to use your welcoming demeanour on a day to day basis! Your administration skills will be utilised daily, and you will be comfortable navigating various systems with experience in Wrap Platforms being an advantage! Used to working with discretion, and using your initiative, you will adapt to this busy environment with ease! This is a full time role Monday - Friday, working 9am - 5pm working fully on site in Chester City Centre, so the ability to work in office full time is essential. Please note, parking is limited in this location. What you'll get in return You will have an ongoing temporary role until October 2026, working full time hours Monday to Friday! You will have an hourly rate of 13.38ph + a holiday roll up! You will work in an excellent city centre location! Immediate start available. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Aug 01, 2026
Seasonal
Your new company I am working with a long standing and well established financial planning firm in Chester City Centre to recruit a professional IFA administrator to support with their front of house operation and administration duties to cover a gap in the team! Your new role Working in a small firm, you will be the first point of contact for clients utilising the firm's services. You will provide an exceptional front of house service both in person and via the phone. Supporting a team of financial advisers and paraplanners, you will be supporting with administration for investments and other financial processes. You will be responsible for supporting with the preparation of client packs/bundles, managing client correspondence, as well as basic administration such as photocopying, scanning and email management. You will be providing the initial hospitality for clients coming into the business. What you'll need to succeed Prior experience in a professional services environment is essential for this post in order to hit the ground running. You will be professionally presented, and be prepared to use your welcoming demeanour on a day to day basis! Your administration skills will be utilised daily, and you will be comfortable navigating various systems with experience in Wrap Platforms being an advantage! Used to working with discretion, and using your initiative, you will adapt to this busy environment with ease! This is a full time role Monday - Friday, working 9am - 5pm working fully on site in Chester City Centre, so the ability to work in office full time is essential. Please note, parking is limited in this location. What you'll get in return You will have an ongoing temporary role until October 2026, working full time hours Monday to Friday! You will have an hourly rate of 13.38ph + a holiday roll up! You will work in an excellent city centre location! Immediate start available. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Thrive Group
Financial Services Administrator
Thrive Group Trowbridge, Wiltshire
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Aug 01, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Robert Walters
Administrator
Robert Walters Manchester, Lancashire
Administrator Location: Manchester City Centre - fully office based Hours: Mon-Thur (09:00-17:30) Fri (09:00-17:00) Salary: £26,000 - £30,000 DOE + monthly bonus available based on performance We're recruiting for a Client Support Administrator to join a growing financial planning business in Manchester City Centre. This is a fantastic opportunity for someone with strong administration experience who's looking to build a long-term career. Previous pensions or financial services experience isn't required - full training will be provided. The Role You'll support a team of Financial Advisers, ensuring clients receive an efficient and professional service while keeping administration running smoothly. You'll be responsible for: Preparing and processing client documentation Liaising with pension providers and third parties Maintaining accurate client records Supporting advisers with day-to-day administration Managing emails and incoming correspondence Chasing outstanding information Updating internal systems Ensuring work is completed accurately and compliantly About You We're looking for someone who: Has previous administration experience Has excellent attention to detail Can prioritise a busy workload Has strong communication skills Is confident using Microsoft Office Enjoys working as part of a team Is keen to learn and develop Benefits £26,000 - £30,000 DOE Monthly bonus 33 days holiday including bank holidays Up to 8% employer pension contribution Private healthcare Share scheme Death in service cover Full training and ongoing development Clear career progression If you're interested, then please apply below. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
Aug 01, 2026
Full time
Administrator Location: Manchester City Centre - fully office based Hours: Mon-Thur (09:00-17:30) Fri (09:00-17:00) Salary: £26,000 - £30,000 DOE + monthly bonus available based on performance We're recruiting for a Client Support Administrator to join a growing financial planning business in Manchester City Centre. This is a fantastic opportunity for someone with strong administration experience who's looking to build a long-term career. Previous pensions or financial services experience isn't required - full training will be provided. The Role You'll support a team of Financial Advisers, ensuring clients receive an efficient and professional service while keeping administration running smoothly. You'll be responsible for: Preparing and processing client documentation Liaising with pension providers and third parties Maintaining accurate client records Supporting advisers with day-to-day administration Managing emails and incoming correspondence Chasing outstanding information Updating internal systems Ensuring work is completed accurately and compliantly About You We're looking for someone who: Has previous administration experience Has excellent attention to detail Can prioritise a busy workload Has strong communication skills Is confident using Microsoft Office Enjoys working as part of a team Is keen to learn and develop Benefits £26,000 - £30,000 DOE Monthly bonus 33 days holiday including bank holidays Up to 8% employer pension contribution Private healthcare Share scheme Death in service cover Full training and ongoing development Clear career progression If you're interested, then please apply below. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
Kings Permanent Recruitment Ltd
Estate Agent Assistant Branch Manager
Kings Permanent Recruitment Ltd Beckenham, Kent
Estate Agent Assistant Branch Manager £25,000 - £30,000 Basic Salary commensurate with experience £50,000+ On Target Earnings 5 days a week including Saturday 9am to 6pm weekdays, 9am to 5pm Saturday, parking available Are you an existing Senior Negotiator with Property Listing/Valuation experience? Are you feeling unsettled or undervalued within your current position? Or, do you simply wish to progress your career in Estate Agency? If any of these apply, please send in your CV today! Estate Agent Assistant Branch Manager This is an exciting opportunity for Top Class Estate Agents to develop their career with an established, forward thinking independent Estate Agency. Estate Agent Assistant Branch Manager You will help manage the day to day Estate Agency business working closely with staff to maximise income and profit from a range of products and services. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Assistant Branch Manager - Key objectives: Responsibility to increase revenue and profitability through the achievement of agreed business targets Setting and reviewing performance standards Development of team members Implementing agreed business plans Listing and selling properties Maintain a compliant business Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jul 31, 2026
Full time
Estate Agent Assistant Branch Manager £25,000 - £30,000 Basic Salary commensurate with experience £50,000+ On Target Earnings 5 days a week including Saturday 9am to 6pm weekdays, 9am to 5pm Saturday, parking available Are you an existing Senior Negotiator with Property Listing/Valuation experience? Are you feeling unsettled or undervalued within your current position? Or, do you simply wish to progress your career in Estate Agency? If any of these apply, please send in your CV today! Estate Agent Assistant Branch Manager This is an exciting opportunity for Top Class Estate Agents to develop their career with an established, forward thinking independent Estate Agency. Estate Agent Assistant Branch Manager You will help manage the day to day Estate Agency business working closely with staff to maximise income and profit from a range of products and services. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Assistant Branch Manager - Key objectives: Responsibility to increase revenue and profitability through the achievement of agreed business targets Setting and reviewing performance standards Development of team members Implementing agreed business plans Listing and selling properties Maintain a compliant business Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Kings Permanent Recruitment Ltd
Estate Agent Assistant Branch Manager
Kings Permanent Recruitment Ltd Chislehurst, Kent
Estate Agent Assistant Branch Manager £25,000 - £30,000 Basic Salary commensurate with experience £50,000+ On Target Earnings 5 days a week including Saturday 9am to 6pm weekdays, 9am to 5pm Saturday, parking available Are you an existing Senior Negotiator with Property Listing/Valuation experience? Are you feeling unsettled or undervalued within your current position? Or, do you simply wish to progress your career in Estate Agency? If any of these apply, please send in your CV today! Estate Agent Assistant Branch Manager This is an exciting opportunity for Top Class Estate Agents to develop their career with an established, forward thinking independent Estate Agency. Estate Agent Assistant Branch Manager You will help manage the day to day Estate Agency business working closely with staff to maximise income and profit from a range of products and services. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Assistant Branch Manager - Key objectives: Responsibility to increase revenue and profitability through the achievement of agreed business targets Setting and reviewing performance standards Development of team members Implementing agreed business plans Listing and selling properties Maintain a compliant business Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jul 31, 2026
Full time
Estate Agent Assistant Branch Manager £25,000 - £30,000 Basic Salary commensurate with experience £50,000+ On Target Earnings 5 days a week including Saturday 9am to 6pm weekdays, 9am to 5pm Saturday, parking available Are you an existing Senior Negotiator with Property Listing/Valuation experience? Are you feeling unsettled or undervalued within your current position? Or, do you simply wish to progress your career in Estate Agency? If any of these apply, please send in your CV today! Estate Agent Assistant Branch Manager This is an exciting opportunity for Top Class Estate Agents to develop their career with an established, forward thinking independent Estate Agency. Estate Agent Assistant Branch Manager You will help manage the day to day Estate Agency business working closely with staff to maximise income and profit from a range of products and services. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Assistant Branch Manager - Key objectives: Responsibility to increase revenue and profitability through the achievement of agreed business targets Setting and reviewing performance standards Development of team members Implementing agreed business plans Listing and selling properties Maintain a compliant business Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Kings Permanent Recruitment Ltd
Property Lister
Kings Permanent Recruitment Ltd Ipswich, Suffolk
Property Lister On target earnings of £60,000 to £100,000. This is a tried and tested self-employed business model. The Directors currently also operate in a highly successful high street Estate Agency so they have experience in building a business. You will effectively be your own boss with full support so, you can work the hours and days you want. We are looking for experienced Estate Agents and Letting Agents with 2 years+ minimum experience who are capable of valuing and listing. Property Lister What's included: Market leading Street CRM. Branch page on high street Estate Agency website. Access to standard listings on Rightmove and Zoopla. Head office support / enquiry call handling. Discounted rates with a number of proptech suppliers. Property Management handled by an award winning team. Pay as you go sales progression (optional). Full training, mentoring and support services provided by the Directors with initial business and marketing planning meeting. Bi weekly zoom calls with the Directors plus other franchisees. Access to Rightmove s training platform to get a qualification for entry to The National Association of Estate Agents or Association of Residential Letting Agents. Do you want to be in charge of your own destiny along with your own salary working as a self-employed Estate Agent or Letting Agent? Have you always wanted to be involved in having a key share in your own Estate Agency? Property Lister Residential Sales - You will receive 70% commission paid on completion. Financial Services and Conveyancing - You will receive 70% commission paid on completion (if you they use their suggested providers). Residential Lettings - You will receive 70% commission paid on move in of the tenant subject to a tenancy set up fee £300 plus VAT. Property Management - You will receive 70% commission subject to a monthly management fee of 5% plus VAT (minimum fee £65 plus VAT) so basically anything you charge as a tenant fee over £300 you get to keep and any % above 5% on the monthly management fee is yours and it s a way for someone without the expertise or desire to do Lettings to build a management portfolio and so get a monthly income as well as a valuable asset without having to do the technical stuff. You keep ownership of your Lettings portfolio so you are building a business that you can sell. The Directors will have first refusal to buy this at a pre agreed rate. Property Management is done for you in house at Head Office. You will pay a monthly license fee £295 plus VAT. If in a calendar year your bank £100,000 (on sales bankings only) your commission will increase to 90% for the rest of that year. Property Lister You will be provided with all the tools of the trade for lead generation to include using artificial intelligence, CRM and social media training. You will need to be prepared to door knock both 'on market and 'off market properties to build your profile and be open to filming advertising videos, so as to promote to your core local market. Full support for you to grow your business and you will be shown how to send reminders and also use Facebook to your benefit. You will get heavily involved in marketing in your core postcode area on an ongoing basis. Property Lister On target earnings of £60,000 to £100,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jul 31, 2026
Full time
Property Lister On target earnings of £60,000 to £100,000. This is a tried and tested self-employed business model. The Directors currently also operate in a highly successful high street Estate Agency so they have experience in building a business. You will effectively be your own boss with full support so, you can work the hours and days you want. We are looking for experienced Estate Agents and Letting Agents with 2 years+ minimum experience who are capable of valuing and listing. Property Lister What's included: Market leading Street CRM. Branch page on high street Estate Agency website. Access to standard listings on Rightmove and Zoopla. Head office support / enquiry call handling. Discounted rates with a number of proptech suppliers. Property Management handled by an award winning team. Pay as you go sales progression (optional). Full training, mentoring and support services provided by the Directors with initial business and marketing planning meeting. Bi weekly zoom calls with the Directors plus other franchisees. Access to Rightmove s training platform to get a qualification for entry to The National Association of Estate Agents or Association of Residential Letting Agents. Do you want to be in charge of your own destiny along with your own salary working as a self-employed Estate Agent or Letting Agent? Have you always wanted to be involved in having a key share in your own Estate Agency? Property Lister Residential Sales - You will receive 70% commission paid on completion. Financial Services and Conveyancing - You will receive 70% commission paid on completion (if you they use their suggested providers). Residential Lettings - You will receive 70% commission paid on move in of the tenant subject to a tenancy set up fee £300 plus VAT. Property Management - You will receive 70% commission subject to a monthly management fee of 5% plus VAT (minimum fee £65 plus VAT) so basically anything you charge as a tenant fee over £300 you get to keep and any % above 5% on the monthly management fee is yours and it s a way for someone without the expertise or desire to do Lettings to build a management portfolio and so get a monthly income as well as a valuable asset without having to do the technical stuff. You keep ownership of your Lettings portfolio so you are building a business that you can sell. The Directors will have first refusal to buy this at a pre agreed rate. Property Management is done for you in house at Head Office. You will pay a monthly license fee £295 plus VAT. If in a calendar year your bank £100,000 (on sales bankings only) your commission will increase to 90% for the rest of that year. Property Lister You will be provided with all the tools of the trade for lead generation to include using artificial intelligence, CRM and social media training. You will need to be prepared to door knock both 'on market and 'off market properties to build your profile and be open to filming advertising videos, so as to promote to your core local market. Full support for you to grow your business and you will be shown how to send reminders and also use Facebook to your benefit. You will get heavily involved in marketing in your core postcode area on an ongoing basis. Property Lister On target earnings of £60,000 to £100,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Kings Permanent Recruitment Ltd
Estate Agent Sales Manager
Kings Permanent Recruitment Ltd Beckenham, Kent
Estate Agent Sales Manager To £30,000 Basic Salary commensurate with experience £50,000+ On Target Earnings Opportunity to progress to Branch Manager / Partner subject to performance 5 days a week including Saturday 9am to 6pm weekdays, 9am to 5pm Saturday, parking available Are you an existing Senior Negotiator with Property Listing/Valuation experience? Are you feeling unsettled or undervalued within your current position? Or, do you simply wish to progress your career in Estate Agency? If any of these apply, please send in your CV today! Estate Agent Sales Manager This is an exciting opportunity for Top Class Estate Agents to develop their career with an established, forward thinking independent Estate Agency. Estate Agent Sales Manager You will help manage the day to day Estate Agency business working closely with staff to maximise income and profit from a range of products and services. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Sales Manager - Key objectives: Responsibility to increase revenue and profitability through the achievement of agreed business targets Setting and reviewing performance standards Development of team members Implementing agreed business plans Listing and selling properties Maintain a compliant business Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jul 31, 2026
Full time
Estate Agent Sales Manager To £30,000 Basic Salary commensurate with experience £50,000+ On Target Earnings Opportunity to progress to Branch Manager / Partner subject to performance 5 days a week including Saturday 9am to 6pm weekdays, 9am to 5pm Saturday, parking available Are you an existing Senior Negotiator with Property Listing/Valuation experience? Are you feeling unsettled or undervalued within your current position? Or, do you simply wish to progress your career in Estate Agency? If any of these apply, please send in your CV today! Estate Agent Sales Manager This is an exciting opportunity for Top Class Estate Agents to develop their career with an established, forward thinking independent Estate Agency. Estate Agent Sales Manager You will help manage the day to day Estate Agency business working closely with staff to maximise income and profit from a range of products and services. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Sales Manager - Key objectives: Responsibility to increase revenue and profitability through the achievement of agreed business targets Setting and reviewing performance standards Development of team members Implementing agreed business plans Listing and selling properties Maintain a compliant business Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Kings Permanent Recruitment Ltd
Mortgage and Protection Advisor
Kings Permanent Recruitment Ltd Basildon, Essex
Mortgage and Protection Advisor - The Package: Basic salary between £25,000 £35,000 OTE of £80,000 £100,000+ Up to 30% commission on banked business (tiered structure) Full in-house admin support from appointment to completion High volume of quality leads no cold calling Big investment in marketing to help you convert more Real career progression and promotion potential Onsite parking Quarterly team socials and events Working Hours 8.45am - 5.30pm 5 days per week with 1 Saturday a month 10am - 3pm Mortgage and Protection Advisor - About the Company: You will be working with a directly authorised, fast-growing mortgage firm that s building a reputation for excellence, integrity, and results. With a huge influx of quality leads and big case sizes, this is a rare opportunity to join a high-performing team backed by robust admin support and serious investment in marketing. Clients come first of course - but so do Advisers If you re driven, CeMAP-qualified, and looking for a role where you can thrive both financially and professionally, you ll feel right at home here You ll be working with warm leads, engaging with clients both over the phone and face-to-face to help them secure the right mortgage and protection solutions. Supported by a dedicated admin team, you ll be free to focus on what you do best - giving expert advice, building relationships, and closing deals Mortgage and Protection Advisor - Key Responsibilities: Advise clients on a full range of mortgage and protection products Conduct thorough financial assessments and recommend tailored solutions Manage your pipeline from enquiry to completion with admin support Maintain strong relationships with clients, lenders, and insurers Stay current with market regulations and product changes Mortgage and Protection Advisor - The Successful Candidate: Minimum 12 months as a Mortgage & Protection Adviser Fully CeMAP qualified (or equivalent) Strong product knowledge and understanding of FCA regulations Confident communicator with a passion for customer service Self-starter who thrives in a fast-paced environment Able to work independently but loves being part of a team We re after someone who s experienced, motivated, and people-focused - someone who wants to build a long-term career in a high-performing team. If you re ready to step into a well-supported, well-paid, high-lead environment where you can do what you re great at and grow while doing it - we d love to hear from you Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jul 31, 2026
Full time
Mortgage and Protection Advisor - The Package: Basic salary between £25,000 £35,000 OTE of £80,000 £100,000+ Up to 30% commission on banked business (tiered structure) Full in-house admin support from appointment to completion High volume of quality leads no cold calling Big investment in marketing to help you convert more Real career progression and promotion potential Onsite parking Quarterly team socials and events Working Hours 8.45am - 5.30pm 5 days per week with 1 Saturday a month 10am - 3pm Mortgage and Protection Advisor - About the Company: You will be working with a directly authorised, fast-growing mortgage firm that s building a reputation for excellence, integrity, and results. With a huge influx of quality leads and big case sizes, this is a rare opportunity to join a high-performing team backed by robust admin support and serious investment in marketing. Clients come first of course - but so do Advisers If you re driven, CeMAP-qualified, and looking for a role where you can thrive both financially and professionally, you ll feel right at home here You ll be working with warm leads, engaging with clients both over the phone and face-to-face to help them secure the right mortgage and protection solutions. Supported by a dedicated admin team, you ll be free to focus on what you do best - giving expert advice, building relationships, and closing deals Mortgage and Protection Advisor - Key Responsibilities: Advise clients on a full range of mortgage and protection products Conduct thorough financial assessments and recommend tailored solutions Manage your pipeline from enquiry to completion with admin support Maintain strong relationships with clients, lenders, and insurers Stay current with market regulations and product changes Mortgage and Protection Advisor - The Successful Candidate: Minimum 12 months as a Mortgage & Protection Adviser Fully CeMAP qualified (or equivalent) Strong product knowledge and understanding of FCA regulations Confident communicator with a passion for customer service Self-starter who thrives in a fast-paced environment Able to work independently but loves being part of a team We re after someone who s experienced, motivated, and people-focused - someone who wants to build a long-term career in a high-performing team. If you re ready to step into a well-supported, well-paid, high-lead environment where you can do what you re great at and grow while doing it - we d love to hear from you Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Kings Permanent Recruitment Ltd
Mortgage and Protection Advisor
Kings Permanent Recruitment Ltd Little Burstead, Essex
Mortgage and Protection Advisor - The Package: Basic salary between £25,000 £35,000 OTE of £80,000 £100,000+ Up to 30% commission on banked business (tiered structure) Full in-house admin support from appointment to completion High volume of quality leads no cold calling Big investment in marketing to help you convert more Real career progression and promotion potential Onsite parking Quarterly team socials and events Working Hours 8.45am - 5.30pm 5 days per week with 1 Saturday a month 10am - 3pm Mortgage and Protection Advisor - About the Company: You will be working with a directly authorised, fast-growing mortgage firm that s building a reputation for excellence, integrity, and results. With a huge influx of quality leads and big case sizes, this is a rare opportunity to join a high-performing team backed by robust admin support and serious investment in marketing. Clients come first of course - but so do Advisers If you re driven, CeMAP-qualified, and looking for a role where you can thrive both financially and professionally, you ll feel right at home here You ll be working with warm leads, engaging with clients both over the phone and face-to-face to help them secure the right mortgage and protection solutions. Supported by a dedicated admin team, you ll be free to focus on what you do best - giving expert advice, building relationships, and closing deals Mortgage and Protection Advisor - Key Responsibilities: Advise clients on a full range of mortgage and protection products Conduct thorough financial assessments and recommend tailored solutions Manage your pipeline from enquiry to completion with admin support Maintain strong relationships with clients, lenders, and insurers Stay current with market regulations and product changes Mortgage and Protection Advisor - The Successful Candidate: Minimum 12 months as a Mortgage & Protection Adviser Fully CeMAP qualified (or equivalent) Strong product knowledge and understanding of FCA regulations Confident communicator with a passion for customer service Self-starter who thrives in a fast-paced environment Able to work independently but loves being part of a team We re after someone who s experienced, motivated, and people-focused - someone who wants to build a long-term career in a high-performing team. If you re ready to step into a well-supported, well-paid, high-lead environment where you can do what you re great at and grow while doing it - we d love to hear from you Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jul 31, 2026
Full time
Mortgage and Protection Advisor - The Package: Basic salary between £25,000 £35,000 OTE of £80,000 £100,000+ Up to 30% commission on banked business (tiered structure) Full in-house admin support from appointment to completion High volume of quality leads no cold calling Big investment in marketing to help you convert more Real career progression and promotion potential Onsite parking Quarterly team socials and events Working Hours 8.45am - 5.30pm 5 days per week with 1 Saturday a month 10am - 3pm Mortgage and Protection Advisor - About the Company: You will be working with a directly authorised, fast-growing mortgage firm that s building a reputation for excellence, integrity, and results. With a huge influx of quality leads and big case sizes, this is a rare opportunity to join a high-performing team backed by robust admin support and serious investment in marketing. Clients come first of course - but so do Advisers If you re driven, CeMAP-qualified, and looking for a role where you can thrive both financially and professionally, you ll feel right at home here You ll be working with warm leads, engaging with clients both over the phone and face-to-face to help them secure the right mortgage and protection solutions. Supported by a dedicated admin team, you ll be free to focus on what you do best - giving expert advice, building relationships, and closing deals Mortgage and Protection Advisor - Key Responsibilities: Advise clients on a full range of mortgage and protection products Conduct thorough financial assessments and recommend tailored solutions Manage your pipeline from enquiry to completion with admin support Maintain strong relationships with clients, lenders, and insurers Stay current with market regulations and product changes Mortgage and Protection Advisor - The Successful Candidate: Minimum 12 months as a Mortgage & Protection Adviser Fully CeMAP qualified (or equivalent) Strong product knowledge and understanding of FCA regulations Confident communicator with a passion for customer service Self-starter who thrives in a fast-paced environment Able to work independently but loves being part of a team We re after someone who s experienced, motivated, and people-focused - someone who wants to build a long-term career in a high-performing team. If you re ready to step into a well-supported, well-paid, high-lead environment where you can do what you re great at and grow while doing it - we d love to hear from you Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Kings Permanent Recruitment Ltd
Estate Agent Sales Manager
Kings Permanent Recruitment Ltd Chislehurst, Kent
Estate Agent Sales Manager To £30,000 Basic Salary commensurate with experience £50,000+ On Target Earnings Opportunity to progress to Branch Manager / Partner subject to performance 5 days a week including Saturday 9am to 6pm weekdays, 9am to 5pm Saturday, parking available Are you an existing Senior Negotiator with Property Listing/Valuation experience? Are you feeling unsettled or undervalued within your current position? Or, do you simply wish to progress your career in Estate Agency? If any of these apply, please send in your CV today! Estate Agent Sales Manager This is an exciting opportunity for Top Class Estate Agents to develop their career with an established, forward thinking independent Estate Agency. Estate Agent Sales Manager You will help manage the day to day Estate Agency business working closely with staff to maximise income and profit from a range of products and services. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Sales Manager - Key objectives: Responsibility to increase revenue and profitability through the achievement of agreed business targets Setting and reviewing performance standards Development of team members Implementing agreed business plans Listing and selling properties Maintain a compliant business Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jul 31, 2026
Full time
Estate Agent Sales Manager To £30,000 Basic Salary commensurate with experience £50,000+ On Target Earnings Opportunity to progress to Branch Manager / Partner subject to performance 5 days a week including Saturday 9am to 6pm weekdays, 9am to 5pm Saturday, parking available Are you an existing Senior Negotiator with Property Listing/Valuation experience? Are you feeling unsettled or undervalued within your current position? Or, do you simply wish to progress your career in Estate Agency? If any of these apply, please send in your CV today! Estate Agent Sales Manager This is an exciting opportunity for Top Class Estate Agents to develop their career with an established, forward thinking independent Estate Agency. Estate Agent Sales Manager You will help manage the day to day Estate Agency business working closely with staff to maximise income and profit from a range of products and services. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Sales Manager - Key objectives: Responsibility to increase revenue and profitability through the achievement of agreed business targets Setting and reviewing performance standards Development of team members Implementing agreed business plans Listing and selling properties Maintain a compliant business Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Contechs Consulting
Senior Administrator / Budget Analyst
Contechs Consulting Irvine, Ayrshire
Position Title: Senior Administrator / Budget Analyst Duration: Contract Location: Irvine, California USA Job Description: Support HDC budget tracking and monitoring, ensuring accurate and up-to-date records of expenditures Process and manage SAP transactions, including budget entries, cost tracking, and financial data updates for HDC Review and validate financial data to ensure accuracy and compliance with internal policies Assist with monthly budget reporting, reconciliation, and variance analysis Maintain organized documentations of financial records, invoices, and procurement activities Collaborate with Finance, Purchasing, and cross-functional teams to resolve budget or payment-related issues Support budget planning and forecasting activities as needed Identify discrepancies and proactively follow up to ensure timely resolution Assist in improving internal processes related to budget control, SAP usage, and reporting efficiency Plan and coordinate internal events and special programs (team events, workshops, VIP visits) Support Long & short-term business planning (including establishing and implementing of annual planning), budget projection, budget creation, completing report, financial management and bookkeeping Support investment consultation preparation (product, technology, fixed asset investment, and investment committee), Support monthly/ quarterly differential analysis, and financial reporting Filing for investment consultation report, PI, PO, RFQ, invoice, payroll, expense report, completion report, etc. Foster communication between the Client and counterparts Asset management - shipping and receiving design properties, renting and/or borrowing vehicles Assist design studio head and staff with administrative and operation side of business Given the nature of design studio environment with high stress and heavy workload, good communication skill and positive personality is a great asset Requirements: Bachelor's degree in Accounting, Finance, Business Administration, Economics, or a related field 1-5 years of relevant experience in Accounting, Finance Operations, Purchasing, or Administrative roles, with exposure to budgeting processes preferred Hands-on experience with SAP (or similar ERP systems) for financial transactions, budget tracking, and reporting Practical understanding of Procurement (PO) processes, including PR/PO creation, invoice processing, and payment tracking Solid knowledge of basic accounting principles Proficiency in Microsoft Office Suite, with strong Excel skills (e.g. formulas, data reconciliation, pivot tables) required Ability to monitor budgets, track expenditures, and maintain accurate financial records in real time Strong analytical skills with the ability to identify discrepancies, validate financial data, and support cost control measures High level of attention to detail and accuracy, especially in financial documentation and transaction processing Ability to manage multiple priorities while maintaining organized documentation and compliance with internal procedures Effective written and verbal communication skills Proactive and problem-solving mindset, with the ability to improve process efficiency Education: Bachelor's Degree Experience: Minimum 10+ Years We are an equal opportunity employer and do not discriminate based on race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, or veteran status. Employment is at will and may be terminated by either party at any time. We provide reasonable accommodations for qualified individuals with disabilities. Please contact us if you need assistance in the application process Must be authorized to work in the U.S.
Jul 31, 2026
Contractor
Position Title: Senior Administrator / Budget Analyst Duration: Contract Location: Irvine, California USA Job Description: Support HDC budget tracking and monitoring, ensuring accurate and up-to-date records of expenditures Process and manage SAP transactions, including budget entries, cost tracking, and financial data updates for HDC Review and validate financial data to ensure accuracy and compliance with internal policies Assist with monthly budget reporting, reconciliation, and variance analysis Maintain organized documentations of financial records, invoices, and procurement activities Collaborate with Finance, Purchasing, and cross-functional teams to resolve budget or payment-related issues Support budget planning and forecasting activities as needed Identify discrepancies and proactively follow up to ensure timely resolution Assist in improving internal processes related to budget control, SAP usage, and reporting efficiency Plan and coordinate internal events and special programs (team events, workshops, VIP visits) Support Long & short-term business planning (including establishing and implementing of annual planning), budget projection, budget creation, completing report, financial management and bookkeeping Support investment consultation preparation (product, technology, fixed asset investment, and investment committee), Support monthly/ quarterly differential analysis, and financial reporting Filing for investment consultation report, PI, PO, RFQ, invoice, payroll, expense report, completion report, etc. Foster communication between the Client and counterparts Asset management - shipping and receiving design properties, renting and/or borrowing vehicles Assist design studio head and staff with administrative and operation side of business Given the nature of design studio environment with high stress and heavy workload, good communication skill and positive personality is a great asset Requirements: Bachelor's degree in Accounting, Finance, Business Administration, Economics, or a related field 1-5 years of relevant experience in Accounting, Finance Operations, Purchasing, or Administrative roles, with exposure to budgeting processes preferred Hands-on experience with SAP (or similar ERP systems) for financial transactions, budget tracking, and reporting Practical understanding of Procurement (PO) processes, including PR/PO creation, invoice processing, and payment tracking Solid knowledge of basic accounting principles Proficiency in Microsoft Office Suite, with strong Excel skills (e.g. formulas, data reconciliation, pivot tables) required Ability to monitor budgets, track expenditures, and maintain accurate financial records in real time Strong analytical skills with the ability to identify discrepancies, validate financial data, and support cost control measures High level of attention to detail and accuracy, especially in financial documentation and transaction processing Ability to manage multiple priorities while maintaining organized documentation and compliance with internal procedures Effective written and verbal communication skills Proactive and problem-solving mindset, with the ability to improve process efficiency Education: Bachelor's Degree Experience: Minimum 10+ Years We are an equal opportunity employer and do not discriminate based on race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, or veteran status. Employment is at will and may be terminated by either party at any time. We provide reasonable accommodations for qualified individuals with disabilities. Please contact us if you need assistance in the application process Must be authorized to work in the U.S.
Bell Cornwall Recruitment
IFA Administrator
Bell Cornwall Recruitment Sutton Coldfield, West Midlands
IFA Administrator Sutton Coldfield (Office based) 28,000 to 35,000 depending on experience Ref: JC/BCR/32442a Bell Cornwall Recruitment are currently searching for an experienced IFA administrator or an administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different 'products' from Pensions, Investments, Protection and more. What we're looking for This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You'll have: Essential: Previous experience working as a Financial Services Administrator within an Independent Financial Adviser (IFA) or financial planning firm. Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications. A good understanding of pensions, investments, ISAs and protection products. Excellent organisational skills and exceptional attention to detail. Strong communication and customer service skills. What you'll be doing Your responsibilities will include: Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person. Managing advisers' diaries and arranging client meetings. Preparing client meeting packs, valuations and review documentation. Processing new business for pensions, investments, ISAs and protection policies. Submitting applications and ensuring all documentation is accurate and compliant. Monitoring applications through to completion and keeping clients and advisers updated on progress. Using provider platforms to obtain valuations, process transactions, request information and service existing business. Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information. Preparing paperwork for annual reviews and ongoing client servicing. If you are an IFA Administrator or if you have admin and secretarial experience from a financial planning firm please apply now! INDHP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Jul 31, 2026
Full time
IFA Administrator Sutton Coldfield (Office based) 28,000 to 35,000 depending on experience Ref: JC/BCR/32442a Bell Cornwall Recruitment are currently searching for an experienced IFA administrator or an administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different 'products' from Pensions, Investments, Protection and more. What we're looking for This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You'll have: Essential: Previous experience working as a Financial Services Administrator within an Independent Financial Adviser (IFA) or financial planning firm. Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications. A good understanding of pensions, investments, ISAs and protection products. Excellent organisational skills and exceptional attention to detail. Strong communication and customer service skills. What you'll be doing Your responsibilities will include: Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person. Managing advisers' diaries and arranging client meetings. Preparing client meeting packs, valuations and review documentation. Processing new business for pensions, investments, ISAs and protection policies. Submitting applications and ensuring all documentation is accurate and compliant. Monitoring applications through to completion and keeping clients and advisers updated on progress. Using provider platforms to obtain valuations, process transactions, request information and service existing business. Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information. Preparing paperwork for annual reviews and ongoing client servicing. If you are an IFA Administrator or if you have admin and secretarial experience from a financial planning firm please apply now! INDHP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Barker Ross
Reception Administrator
Barker Ross Cargo Fleet, Yorkshire
Our Public Sector client based in Middlesbrough requires several Reception Administrators to join the busy Live Well East division on a temporary ongoing basis. The hours of work are 9am to 5pm, Monday to Friday with a pay rate of 13.26 per hour. The role is due to run through until March 2027. The purpose of the role is to support the Integrated Vulnerable Persons Model with a variety of Business Support Services. Duties and responsibilities, will include: Undertake a range of tasks e.g. reception duties, answering telephone, face to face enquiries, liaising with relevant staff, dealing with visitors. Dealing with routine unexpected problems and situations within the service. Provide general clerical/ admin, support e.g. photocopying, filing, completion of standard forms, responding to routine correspondence Set up and maintain manual and computerised records/ management information systems or service specific management information systems. Sort and distribute mail. Undertake administrative procedures (E.g. reconciliation and processing orders, invoices etc.). Planning and scheduling of events /appointments. Operate relevant equipment/ICT packages (e.g. electronic social care database, Word, excel, spreadsheets, internet). Maintain stock and supplies, ordering of stationary and other supplies. Undertake general financial administration e.g. processing orders. Be aware of and comply with policies and procedures relating to the job holders area of work. Where appropriate provide supervision for other staff carrying out routine administrative tasks. Demonstrate duties and allocate work to other members of staff. Support the role of other professionals. The above duties and responsibilities cannot totally encompass or define all tasks which may be required. The outlined duties and responsibilities may, therefore, vary from time to time without materially changing either the character or level of responsibility: these factors are reflected in the post Any potential candidate must possess a full clean driving license and also hold a fully enhanced DBS check, and must be available on the update service. Please apply with your CV detailing previous experience to (url removed) Barker Ross Group values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are more than happy to discuss reasonable adjustments and/or additional arrangements as required to support your application. For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business.
Jul 31, 2026
Seasonal
Our Public Sector client based in Middlesbrough requires several Reception Administrators to join the busy Live Well East division on a temporary ongoing basis. The hours of work are 9am to 5pm, Monday to Friday with a pay rate of 13.26 per hour. The role is due to run through until March 2027. The purpose of the role is to support the Integrated Vulnerable Persons Model with a variety of Business Support Services. Duties and responsibilities, will include: Undertake a range of tasks e.g. reception duties, answering telephone, face to face enquiries, liaising with relevant staff, dealing with visitors. Dealing with routine unexpected problems and situations within the service. Provide general clerical/ admin, support e.g. photocopying, filing, completion of standard forms, responding to routine correspondence Set up and maintain manual and computerised records/ management information systems or service specific management information systems. Sort and distribute mail. Undertake administrative procedures (E.g. reconciliation and processing orders, invoices etc.). Planning and scheduling of events /appointments. Operate relevant equipment/ICT packages (e.g. electronic social care database, Word, excel, spreadsheets, internet). Maintain stock and supplies, ordering of stationary and other supplies. Undertake general financial administration e.g. processing orders. Be aware of and comply with policies and procedures relating to the job holders area of work. Where appropriate provide supervision for other staff carrying out routine administrative tasks. Demonstrate duties and allocate work to other members of staff. Support the role of other professionals. The above duties and responsibilities cannot totally encompass or define all tasks which may be required. The outlined duties and responsibilities may, therefore, vary from time to time without materially changing either the character or level of responsibility: these factors are reflected in the post Any potential candidate must possess a full clean driving license and also hold a fully enhanced DBS check, and must be available on the update service. Please apply with your CV detailing previous experience to (url removed) Barker Ross Group values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are more than happy to discuss reasonable adjustments and/or additional arrangements as required to support your application. For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business.
Auto Skills UK
Bodyshop Manager
Auto Skills UK Wellington, Shropshire
BODYSHOP MANAGER Location: Telford Salary: £45,000 - £50,000 Depending on Experience, with a potential for additional bonus structure TBD Job Type: Full-Time, Permanent Hours: Monday - Friday - 08:00 - 17:00 Looking for a role where your leadership skills are recognised, your earning potential is rewarded, and your career can continue to progress? If you're an experienced Bodyshop Manager looking to take the next step in your career, this is an excellent opportunity to lead a successful accident repair centre where your expertise, leadership, and operational knowledge will be truly valued. Offering a competitive salary of up to £50,000 depending on experience, you'll have the opportunity to drive performance while working within a modern and well-equipped repair facility. Enjoy a consistent Monday to Friday working pattern with no weekend commitments, giving you the work-life balance you've been looking for. Join a forward-thinking business that invests in its people, values high-quality workmanship, and offers genuine long-term career progression within a supportive and professional environment. WHAT'S IN IT FOR YOU? Competitive Salary (£45,000 - £50,000 DOE) Bonus structure potential to be discussed at interview stage Monday to Friday Working Pattern (8:00am - 5:00pm) Full-Time, Permanent Position Modern Working Environment Ongoing Training & Development Career Progression Opportunities THE ROLE As a Bodyshop Manager, you will be responsible for overseeing the day-to-day operation of the accident repair centre, ensuring the highest standards of productivity, profitability, customer satisfaction, and repair quality are consistently achieved. Key Responsibilities: Lead and manage the day-to-day operation of the bodyshop to maximise efficiency and performance Manage workshop productivity, repair quality, and vehicle turnaround times Lead, motivate, and develop technicians, estimators, administrators, and workshop support staff Ensure all repairs are completed in accordance with manufacturer repair methods and company quality standards Monitor KPIs, financial performance, and operational targets Build strong relationships with customers, insurers, suppliers, and manufacturers Ensure full compliance with health and safety legislation and company procedures Drive exceptional customer service and continuous improvement across the business ABOUT YOU We're looking for a commercially aware and inspirational leader with a proven background in managing a successful automotive accident repair centre. Previous experience as a Bodyshop Manager, Accident Repair Centre Manager, or Senior Workshop Controller Strong knowledge of bodyshop operations, vehicle repair methods, and insurance repair processes Proven leadership and people management experience Excellent commercial awareness with the ability to improve productivity and profitability Outstanding organisational, communication, and customer service skills Experience managing KPIs, work flow planning, and operational performance Full UK Driving Licence ATA Accreditation or management qualifications advantageous but not essential Alternative Job Titles: Bodyshop Manager / Accident Repair Centre Manager / Bodyshop Centre Manager / Workshop Manager / Bodyshop Operations Manager / General Manager / Workshop Controller / Repair Centre Manager APPLY TODAY This is an excellent opportunity to join a growing business that values its employees, offers genuine career progression, and provides long-term stability. If you're looking for your next challenge, we'd love to hear from you. Apply now for immediate consideration. Contact - job reference - 54156
Jul 31, 2026
Full time
BODYSHOP MANAGER Location: Telford Salary: £45,000 - £50,000 Depending on Experience, with a potential for additional bonus structure TBD Job Type: Full-Time, Permanent Hours: Monday - Friday - 08:00 - 17:00 Looking for a role where your leadership skills are recognised, your earning potential is rewarded, and your career can continue to progress? If you're an experienced Bodyshop Manager looking to take the next step in your career, this is an excellent opportunity to lead a successful accident repair centre where your expertise, leadership, and operational knowledge will be truly valued. Offering a competitive salary of up to £50,000 depending on experience, you'll have the opportunity to drive performance while working within a modern and well-equipped repair facility. Enjoy a consistent Monday to Friday working pattern with no weekend commitments, giving you the work-life balance you've been looking for. Join a forward-thinking business that invests in its people, values high-quality workmanship, and offers genuine long-term career progression within a supportive and professional environment. WHAT'S IN IT FOR YOU? Competitive Salary (£45,000 - £50,000 DOE) Bonus structure potential to be discussed at interview stage Monday to Friday Working Pattern (8:00am - 5:00pm) Full-Time, Permanent Position Modern Working Environment Ongoing Training & Development Career Progression Opportunities THE ROLE As a Bodyshop Manager, you will be responsible for overseeing the day-to-day operation of the accident repair centre, ensuring the highest standards of productivity, profitability, customer satisfaction, and repair quality are consistently achieved. Key Responsibilities: Lead and manage the day-to-day operation of the bodyshop to maximise efficiency and performance Manage workshop productivity, repair quality, and vehicle turnaround times Lead, motivate, and develop technicians, estimators, administrators, and workshop support staff Ensure all repairs are completed in accordance with manufacturer repair methods and company quality standards Monitor KPIs, financial performance, and operational targets Build strong relationships with customers, insurers, suppliers, and manufacturers Ensure full compliance with health and safety legislation and company procedures Drive exceptional customer service and continuous improvement across the business ABOUT YOU We're looking for a commercially aware and inspirational leader with a proven background in managing a successful automotive accident repair centre. Previous experience as a Bodyshop Manager, Accident Repair Centre Manager, or Senior Workshop Controller Strong knowledge of bodyshop operations, vehicle repair methods, and insurance repair processes Proven leadership and people management experience Excellent commercial awareness with the ability to improve productivity and profitability Outstanding organisational, communication, and customer service skills Experience managing KPIs, work flow planning, and operational performance Full UK Driving Licence ATA Accreditation or management qualifications advantageous but not essential Alternative Job Titles: Bodyshop Manager / Accident Repair Centre Manager / Bodyshop Centre Manager / Workshop Manager / Bodyshop Operations Manager / General Manager / Workshop Controller / Repair Centre Manager APPLY TODAY This is an excellent opportunity to join a growing business that values its employees, offers genuine career progression, and provides long-term stability. If you're looking for your next challenge, we'd love to hear from you. Apply now for immediate consideration. Contact - job reference - 54156
Clark James recruitment
PARAPLANNER/IFA ADMINISTRATOR
Clark James recruitment Chatham, Kent
Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Knowledge: Strong understanding of financial planning products, including investments and pensions. System Skills: Proficient in Microsoft Office and industry software. Qualifications: Not essential however an advantage. Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate Qualifications : Level 4 Diploma qualified (not essential however, an advantage). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED
Jul 31, 2026
Contractor
Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Knowledge: Strong understanding of financial planning products, including investments and pensions. System Skills: Proficient in Microsoft Office and industry software. Qualifications: Not essential however an advantage. Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate Qualifications : Level 4 Diploma qualified (not essential however, an advantage). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED
Radiant Financial
Financial Services Administrator
Radiant Financial City, Birmingham
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.
Sewell Wallis Ltd
Senior Financial Accountant
Sewell Wallis Ltd City, Sheffield
Sewell Wallis are exclusively partnering with a forward thinking, ever-growing Charity, based in Sheffield, South Yorkshire, to secure a Senior Financial Accountant. You'll be working with a dynamic and collaborative team, reporting into the Reporting Manager, acting as a key second-in-command for the finance accounting team, mentoring and supporting the rest of the team, whilst ensuring robust and accurate financial reporting, balance sheet control and accurate cash flow forecasts. Alongside leading on preparation of statutory accounts and supporting with audit. This Senior Financial Accountant role calls for someone who enjoys the detail, you'll be technically strong and come from an Audit/Practice background with a strong understanding of financial controls, UKGAAP and IFRS. The business is growing, and you'll be joining a company that puts development first. You'll be involved with automations, and exciting project work around improving governance, controls and compliance. What will you be doing? Prepare financial statements and support the delivery of annual financial reporting requirements. Monitor cash flow, prepare forecasts, and provide financial insight to support planning and decision-making. Complete indirect tax returns and assist with statutory and regulatory reporting obligations. Maintain the accuracy of financial records by reviewing key account reconciliations and resolving discrepancies. Contribute to monthly and annual reporting cycles, ensuring financial information is produced accurately and on schedule. Promote effective financial governance by maintaining internal controls and ensuring compliance with relevant accounting requirements. Identify opportunities to improve finance processes, reporting practices, and financial systems to enhance efficiency and effectiveness. What skills are we looking for? Qualified candidates (ACA & ACCA) Experience within Practice/Audit Strong understanding of UK GAAP, VAT, and financial controls Experience with preparation of statutory accounting and audit management Happy to consider a first mover from Practice What's on offer? Salary on offer is up to 60,000 Hybrid working model, with flexible start and finish times Healthcare cash plan Competitive pension scheme Parking available on site Discounts and voucher access Send us your CV below, or contact Inci Evcil for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Jul 31, 2026
Full time
Sewell Wallis are exclusively partnering with a forward thinking, ever-growing Charity, based in Sheffield, South Yorkshire, to secure a Senior Financial Accountant. You'll be working with a dynamic and collaborative team, reporting into the Reporting Manager, acting as a key second-in-command for the finance accounting team, mentoring and supporting the rest of the team, whilst ensuring robust and accurate financial reporting, balance sheet control and accurate cash flow forecasts. Alongside leading on preparation of statutory accounts and supporting with audit. This Senior Financial Accountant role calls for someone who enjoys the detail, you'll be technically strong and come from an Audit/Practice background with a strong understanding of financial controls, UKGAAP and IFRS. The business is growing, and you'll be joining a company that puts development first. You'll be involved with automations, and exciting project work around improving governance, controls and compliance. What will you be doing? Prepare financial statements and support the delivery of annual financial reporting requirements. Monitor cash flow, prepare forecasts, and provide financial insight to support planning and decision-making. Complete indirect tax returns and assist with statutory and regulatory reporting obligations. Maintain the accuracy of financial records by reviewing key account reconciliations and resolving discrepancies. Contribute to monthly and annual reporting cycles, ensuring financial information is produced accurately and on schedule. Promote effective financial governance by maintaining internal controls and ensuring compliance with relevant accounting requirements. Identify opportunities to improve finance processes, reporting practices, and financial systems to enhance efficiency and effectiveness. What skills are we looking for? Qualified candidates (ACA & ACCA) Experience within Practice/Audit Strong understanding of UK GAAP, VAT, and financial controls Experience with preparation of statutory accounting and audit management Happy to consider a first mover from Practice What's on offer? Salary on offer is up to 60,000 Hybrid working model, with flexible start and finish times Healthcare cash plan Competitive pension scheme Parking available on site Discounts and voucher access Send us your CV below, or contact Inci Evcil for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Sewell Wallis Ltd
Senior Finance Manager
Sewell Wallis Ltd City, Sheffield
Sewell Wallis is working with a charitable organisation based in Sheffield, South Yorkshire, who have an upcoming opportunity for a qualified Senior Finance Manager to join their brilliant team on a full or part time basis across either 4 or 5 days per week. This is an exciting opportunity to lead and manage the finance function, work with service managers across the organisation and liaise with the Board of Trustees. The successful candidate will direct financial strategy and policies, budgeting, payroll, investment, audits and support funding applications for the charity. What will you be doing? Lead the finance function, line management of 2 staff members. Manage the financial position, monitoring reserves and coordinating investment strategy. Ensure a sustainable financial strategy for the charity, underpinned by robust financial planning and management systems Work with the Finance Subcommittee (CEO and Treasurer) to set financial policy, review risk and performance Ensure timely invoicing and payment for service income and the maintenance of cash balances Work with the Senior Management Team to develop the business plan, managing and monitoring effectiveness and performance to achieve its objectives Prepare annual budgets, forecasts and cash flow projections Provide budgeting support, training and reports to the SMT, project managers, funders and trustees when required Prepare monthly management accounts and commentary for the SMT and Board of Trustees Prepare draft year end accounts for audit and coordinate accountancy and audit activities Ensure compliance with charity accounting requirements, statutory regulations and internal financial controls Prepare information for the outsourced payroll function and ensure accurate reports are returned to allow for payment to be made to schedule Collaborate with the Business Development Manager on fundraising activities and coordinate Gift Aid claims Drive continuous improvement across finance processes and systems Oversee company pension scheme enrolment and reporting Support funding bids by preparing costings and reviewing financial implications What skills are we looking for? Qualified CIMA/ACCA/ACA/CIPFA Experience of working within the Charitable or Third Sector is preferred Experience of and commitment to delivering an effective financial support service in support of an organisation's aim. Experience of managing staff members What's on offer? Flexible working arrangements (part/full time option) Hybrid working Hugely positive and inspiring working environment 25 days annual leave + bank holidays Enhanced annual leave with length of service Pension Scheme Apply for the role below or contact Lawrie for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Jul 31, 2026
Full time
Sewell Wallis is working with a charitable organisation based in Sheffield, South Yorkshire, who have an upcoming opportunity for a qualified Senior Finance Manager to join their brilliant team on a full or part time basis across either 4 or 5 days per week. This is an exciting opportunity to lead and manage the finance function, work with service managers across the organisation and liaise with the Board of Trustees. The successful candidate will direct financial strategy and policies, budgeting, payroll, investment, audits and support funding applications for the charity. What will you be doing? Lead the finance function, line management of 2 staff members. Manage the financial position, monitoring reserves and coordinating investment strategy. Ensure a sustainable financial strategy for the charity, underpinned by robust financial planning and management systems Work with the Finance Subcommittee (CEO and Treasurer) to set financial policy, review risk and performance Ensure timely invoicing and payment for service income and the maintenance of cash balances Work with the Senior Management Team to develop the business plan, managing and monitoring effectiveness and performance to achieve its objectives Prepare annual budgets, forecasts and cash flow projections Provide budgeting support, training and reports to the SMT, project managers, funders and trustees when required Prepare monthly management accounts and commentary for the SMT and Board of Trustees Prepare draft year end accounts for audit and coordinate accountancy and audit activities Ensure compliance with charity accounting requirements, statutory regulations and internal financial controls Prepare information for the outsourced payroll function and ensure accurate reports are returned to allow for payment to be made to schedule Collaborate with the Business Development Manager on fundraising activities and coordinate Gift Aid claims Drive continuous improvement across finance processes and systems Oversee company pension scheme enrolment and reporting Support funding bids by preparing costings and reviewing financial implications What skills are we looking for? Qualified CIMA/ACCA/ACA/CIPFA Experience of working within the Charitable or Third Sector is preferred Experience of and commitment to delivering an effective financial support service in support of an organisation's aim. Experience of managing staff members What's on offer? Flexible working arrangements (part/full time option) Hybrid working Hugely positive and inspiring working environment 25 days annual leave + bank holidays Enhanced annual leave with length of service Pension Scheme Apply for the role below or contact Lawrie for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Search
IFA Administrator
Search St. Helens, Merseyside
IFA Administrator Location: St Helens Salary: 28,000 - 30,000 + company bonus Hours: Monday to Friday, 9:00am - 5:00pm 25 days holiday + birthday off + bank holidays The Opportunity We are working with a growing and supportive financial planning firm in St Helens who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 25 days holiday + birthday off + bank holidays Free car parking Death in service benefit Company pension scheme Clear, supported career progression within financial planning If you are interested in applying then submit your CV by applying online or email (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jul 31, 2026
Full time
IFA Administrator Location: St Helens Salary: 28,000 - 30,000 + company bonus Hours: Monday to Friday, 9:00am - 5:00pm 25 days holiday + birthday off + bank holidays The Opportunity We are working with a growing and supportive financial planning firm in St Helens who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 25 days holiday + birthday off + bank holidays Free car parking Death in service benefit Company pension scheme Clear, supported career progression within financial planning If you are interested in applying then submit your CV by applying online or email (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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