123 jobs found

Assistant Pensions Administrator Cardiff, South Wales Location: Cardiff, South Wales Position Type: Permanent, Full-time Assistant Pensions Administrator Industry: Wealth Management / Financial Planning Salary: £25,000 £30,000 (depending on experience and qualifications) About the Role We're representing a well-established and growing wealth management practice based in Cardiff, providing tailored financial planning and wealth management services to individuals, families and business owners across South Wales and beyond. Due to continued growth, they are looking to recruit an Assistant Pensions Administrator to join their experienced and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to develop a long-term career within wealth management and financial services. Working alongside experienced advisers and administrators, you'll gain exposure to pension administration, compliance and client service while benefiting from ongoing training and genuine career progression. Key Responsibilities Process pension applications, transfers and associated client documentation. Liaise with pension providers, investment platforms and third-party organisations to progress client cases. Monitor outstanding requirements and ensure pension cases are completed efficiently. Maintain accurate client records and update CRM and back-office systems. Support financial advisers with client review preparation and pension administration. Assist with compliance activities, including file reviews, document checking and audit trail maintenance. Prepare client correspondence, meeting packs and supporting documentation. Manage electronic filing systems and ensure client records remain accurate and compliant. Coordinate appointments, manage diaries and handle client enquiries professionally. Provide general administrative support to the wider financial planning and wealth management team. Ideal Candidate Profile Previous experience within an administrative or office support role. Excellent organisational and time management skills with strong attention to detail. Confident using Microsoft Office, including Word, Excel and Outlook. Strong written and verbal communication skills. Professional, proactive and client-focused approach. Ability to work independently and collaboratively within a team. Previous experience within financial services, pensions, wealth management, compliance, legal services or another professional services environment would be advantageous. Experience using CRM, document management or financial planning software is desirable. An interest in building a long-term career within financial planning and wealth management. Willingness to study towards relevant professional qualifications would be beneficial. Why This Opportunity Stands Out Competitive salary of £25,000 £30,000 depending on experience. Supportive and collaborative team environment. Ongoing training and professional development. Clear career progression within a growing wealth management practice. Opportunity to gain industry-recognised professional qualifications. Exposure to a varied and interesting client portfolio. Modern systems and technology. Recognition and reward for performance, commitment and personal development. Long-term career opportunities within a respected financial planning business

IFA Administrator Location: North West (Hybrid Working Available) Job Type: Full-Time, Permanent Salary: Competitive + Excellent Benefits The Opportunity An established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team. This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with Financial Advisers and Paraplanners, supporting clients throughout their financial planning journey across pensions, investments, protection, and wealth management solutions. The successful candidate will play a key role in ensuring the smooth delivery of client services while maintaining the highest standards of accuracy, compliance, and professionalism. Key Responsibilities New Business Administration Process and submit new business applications across pensions, investments, ISAs, bonds, and protection products. Ensure applications are completed accurately and submitted within agreed timescales. Monitor cases through to completion and proactively manage outstanding requirements. Client Servicing & Reviews Prepare valuations, reports, and review packs for adviser meetings. Support ongoing client servicing and review processes. Ensure all post-review actions are completed accurately and efficiently. Provider & Platform Liaison Liaise with providers and investment platforms to obtain valuations, illustrations, and policy information. Submit and manage Letters of Authority. Chase providers and third parties to ensure timely case progression. Client Records & Compliance Maintain accurate and up-to-date client records on back-office systems. Ensure all files are fully documented and audit-ready. Adhere to FCA regulations, Consumer Duty principles, and internal procedures at all times. Client & Adviser Support Act as a key point of contact for client and provider enquiries. Provide professional and efficient support to Financial Advisers and Paraplanners. Contribute to delivering an exceptional client experience throughout the advice process. What's on Offer? In addition to a competitive salary, you'll benefit from an outstanding package including: 25 days annual leave plus bank holidays Your birthday off every year Paid Christmas shutdown 9-day working fortnight - enjoy a paid day off every other week 5% employer pension contribution with enhanced salary sacrifice benefits Death in Service cover (10x salary) Private Medical Insurance Health Cash Plan Employee discounts and lifestyle benefits programme Study support and professional development opportunities Referral bonus scheme Discretionary performance bonus Why Apply? This is a fantastic opportunity to join a supportive and forward-thinking financial planning business that genuinely invests in its people. You'll enjoy a positive working environment, excellent work-life balance, and the opportunity to further develop your career within a growing organisation. If you're an experienced IFA Administrator looking for your next challenge, we'd love to hear from you.

Job Title: Senior IFA Administrator Industry: Financial Planning / Financial Services Location: Leeds Salary: Up to £35,000 (dependent on experience) Job Ref: 10514 Job Description: Recruit UK are working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established Financial Planning firm. The purpose of this role is to provide high-quality administrative support to Financial Advisers and clients, ensuring an efficient, compliant and professional service is delivered at all times. You will also play an important role in supporting and mentoring less experienced team members, maintaining excellent client service standards and ensuring all business is processed accurately and within regulatory requirements. This position requires excellent organisational skills, strong technical knowledge of financial services products, and previous experience within an Independent Financial Advice environment. Key Responsibilities: Provide comprehensive administrative support to Financial Advisers and clients Process new business across investments, pensions and protection cases Prepare client documentation including application packs, client agreements and supporting paperwork Obtain provider information through Letters of Authority (LOAs) and collate documentation for advisers and paraplanners Complete online and paper-based business processing, including fund switches, withdrawals, income payments and other client transactions Carry out post-implementation processing for investment and pension business Maintain accurate client records using back-office systems Liaise with product providers and clients to obtain information and resolve queries Support and mentor junior administrators, providing guidance and training where required Assist with team training and share technical knowledge across the business Ensure all work is completed accurately, compliantly and within agreed service standards Manage incoming correspondence, update client records and support wider office administration Handle client and adviser enquiries professionally via telephone and email Assist with ad hoc projects and departmental initiatives as required What's in it for you? Competitive salary depending on experience Opportunity to work within a well-established and supportive financial planning firm Ongoing professional development and training Career progression opportunities Collaborative and friendly team environment Comprehensive benefits package (details available on application) Skills and Experience Required: Minimum of 3-5 years' experience as an IFA Administrator or Financial Services Administrator within an Independent Financial Advice practice Strong understanding of investment, pension and protection products Experience processing complex financial services business Working knowledge of Pension Drawdown, Trusts and inheritance tax planning products would be advantageous Experience using Intelligent Office (iO) or similar back-office systems Proficient in Microsoft Office, particularly Excel, Word and Outlook Excellent organisational skills with the ability to prioritise a varied workload Strong communication skills with the ability to build positive relationships with colleagues, advisers and clients Ability to support, coach and develop less experienced team members High attention to detail with a strong understanding of compliance and FCA regulatory requirements A proactive, solutions-focused approach with the ability to work independently and as part of a team

Are you an experienced Financial Services Administrator looking for your next opportunity in Shrewsbury? This Financial Services Administrator job offers the chance to join a well-established local firm where you can make a real impact. As a Financial Services Administrator, you'll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clie click apply for full job details

Central Services Support Assistant Education Colchester Full-Time GSL Education are seeking an organised and proactive Central Services Support Assistant , School Administrator , Education Administrator , Office Administrator , Business Support Administrator , Finance Administrator , Reception Administrator , Administrative Assistant , or School Office Administrator to join a welcoming education organisation based in Colchester . This is an excellent opportunity for an experienced administrator looking to develop their career within the education sector while supporting the day-to-day operations of a specialist SEND organisation. You will work closely with senior leaders and central services to provide high-quality administrative , financial , and business support , ensuring the smooth running of the organisation. The role offers a varied workload, including finance administration , purchase orders , invoice processing , reception duties , record management , meeting administration , and supporting wider outreach and project activities. If you are an experienced School Administrator , Office Administrator , Business Support Officer , Administrative Assistant , Finance Assistant , Receptionist , Office Coordinator , School Receptionist , Education Administrator , or Customer Service Administrator , we would love to hear from you. You will have opportunities for professional development while supporting a busy education office through: Financial administration including purchase orders, invoices and payments Front of house reception and visitor management General office administration and document management Meeting coordination and minute taking Supporting outreach, project administration and data tracking Maintaining confidential records and ensuring GDPR compliance Providing excellent customer service to staff, parents, visitors and external professionals As a Central Services Support Assistant , you will play a key role in supporting the efficient running of the organisation. You will work collaboratively with senior leaders, finance teams, school staff and external agencies to ensure high standards of administration, communication and operational support are maintained. Central Services Support Assistant Education Colchester Position: Central Services Support Assistant Location: Colchester Salary Scale: £130 £140 per day Contract Type: Full-time Fixed-Term Responsibilities: Provide high-quality administrative support across central services Process purchase orders, invoices, payments and financial records accurately Support finance administration and maintain accurate documentation Act as front of house, welcoming visitors and handling telephone and email enquiries Maintain electronic records, filing systems and confidential information Organise meetings, prepare documentation and record meeting minutes Support outreach services, project administration and tracking documents Ensure compliance with safeguarding, GDPR and organisational procedures Work collaboratively with senior leaders and colleagues to deliver an efficient administrative service Qualifications and Skills: Previous experience as a School Administrator , Education Administrator , Office Administrator , Business Support Administrator , Finance Administrator , Receptionist , or similar administrative role Strong organisational skills with excellent attention to detail Experience working within a busy education, school or office environment Confident using Microsoft Office and administrative systems Excellent communication and interpersonal skills Ability to manage multiple priorities and meet deadlines Knowledge of safeguarding, confidentiality and GDPR Experience processing financial transactions, invoices or purchase orders is desirable What We Offer: Competitive daily pay rates of £130 £140 per day A supportive and collaborative education environment Ongoing CPD, administrative training and career progression opportunities The opportunity to work within a specialist education setting supporting children and young people with SEND A varied and rewarding role where no two days are the same This is an excellent opportunity for an organised and motivated administrator to make a real difference within education. You'll play an important role in supporting the smooth running of central services while helping to create positive outcomes for children and young people through outstanding administrative support. Please be advised that this role requires a strong knowledge and understanding of safeguarding and child protection. Successful applicants must satisfy all background safer recruitment checks, including an Enhanced DBS on the Update Service. If you are interested in this role, please click 'Apply Now' to submit your full and up-to-date CV, and one of our dedicated consultants will be in touch within 24 hours.

School Services Administrator About us: As a Sunday Times Top 100 Employer , Tradewind Recruitment is committed to providing outstanding service to both candidates and schools. We pride ourselves on matching talented professionals with rewarding opportunities and supporting them every step of the way. Our Client: Full Time Fixed-Term Contract Colchester Area, Essex September 2026 Start Are you an organised and proactive administrator looking to build your career within education? Tradewind Recruitment, one of the UK's leading education recruitment specialists and a Sunday Times Top 100 Employer , is working in partnership with a successful multi-academy trust in the Colchester area to recruit a School Services Administrator . This is an excellent opportunity for an experienced administrator who thrives in a busy environment and enjoys supporting schools through high-quality administrative, financial and operational support. You'll become an integral member of a welcoming central team, helping ensure the smooth running of services across a number of schools. The Role As a School Services Administrator, your responsibilities will include: Supporting the day-to-day administration of the trust's central office. Processing purchase orders, invoices and routine financial transactions. Maintaining accurate financial records and assisting with finance queries. Answering telephone and email enquiries professionally and efficiently. Providing a welcoming front-of-house service for visitors, staff and parents. Managing visitor sign-in procedures and ensuring safeguarding and security protocols are followed. Preparing agendas, taking meeting minutes and distributing documentation. Maintaining electronic filing systems, policies and shared documents. Providing administrative support for projects, outreach programmes and trust-wide initiatives. Completing general office duties including data entry, document preparation and photocopying. Supporting colleagues across the organisation with a variety of administrative tasks. We're Looking For Someone Who Has Previous administrative experience, ideally within a school, academy trust or busy office environment. Excellent organisational skills with exceptional attention to detail. Confidence using Microsoft Office and online administrative systems. Strong communication and interpersonal skills. The ability to prioritise workloads and work independently as well as part of a team. An understanding of confidentiality, GDPR and safeguarding responsibilities. A positive, flexible and professional approach to work. Why Choose Tradewind Recruitment? As a Sunday Times Top 100 Employer , Tradewind Recruitment is committed to providing outstanding service to both candidates and schools. We pride ourselves on matching talented professionals with rewarding opportunities and supporting them every step of the way. Safeguarding Tradewind Recruitment is committed to safeguarding and promoting the welfare of children and young people. All appointments are subject to enhanced DBS clearance, satisfactory references, right to work checks and all relevant safer recruitment checks. Location: Colchester Area, Essex Contract: Fixed-Term Start Date: September 2026 If you're an organised administrator looking for a rewarding role within education, we'd love to hear from you. Apply today to speak with one of Tradewind Recruitment's specialist consultants about this exciting opportunity.

Governance Officer (Entry Level) - Social Housing Temporary Contract - 3 Months Weekly Pay Hybrid WorkingLocation: Warrington(1 day per week in the office, remainder home-based)Contract: 3-Month Temporary AssignmentSector: Social Housing Your New Company Hays are proud to be partnering with a leading social housing organisation that is committed to creating places where people can thrive and be recognised. Due to an increase in workload, an exciting opportunity has arisen for a Governance Officer (Entry Level) to join their Governance & Assurance team on a 3 month initial contract assignment. This is an excellent opportunity for someone looking to build or develop a career within governance, corporate services or social housing working alongside experienced governance professionals in a supportive and collaborative environment. Your New Role As Governance Officer, you will provide efficient and effective governance and regulatory compliance support across the organisation. Working closely with the Governance Manager and Senior Governance Officer, you will play a key role in supporting Board and Committee activities, maintaining governance records and ensuring governance processes operate smoothly and effectively. Key responsibilities will include: Supporting Board and Committee meetings; including agenda preparation, report collation and minute taking. Providing governance advice and administrative support to colleagues across the organisation. Assisting with the signing and sealing of legal documents, ensuring correct company information and execution clauses are used. Maintaining governance policies, procedures and guidance documents. Managing diaries and administrative arrangements for Board and Committee meetings. Organising conferences, training events, travel, accommodation and meeting room bookings. Supporting financial administration processes, including invoice processing, expenses and mileage claims. Managing document control, record keeping and archiving systems. Assisting with wider governance and corporate administration activities as required. What You'll Need to Succeed Experience supporting governance, committee, board or corporate administration functions - ideally within Social Housing or a similar sector! Strong minute-taking experience with excellent written communication skills. Excellent organisational skills and attention to detail. The ability to handle confidential and sensitive information appropriately. Strong relationship-building skills and the confidence to work with stakeholders at all levels. Good IT skills, including Microsoft Outlook, Excel and PowerPoint. Desirable criteria include: Level 4 Governance qualification Experience using Diligent or other Board Management software. Experience using entity management systems. Previous experience within social housing, regulated sectors or corporate governance environments. What You'll Get in Return 3-month temporary contract with the possibility of extension. Hybrid working model with just 1 day per week in the office. Weekly pay through Hays. Dedicated Hays consultant support throughout your assignment. Opportunity to gain valuable experience within a respected social housing organisation. Flexible and supportive working environment. Apply Now If you're an organised administrator with strong attention to detail and an interest in governance, compliance or social housing - we'd love to hear from you.Apply today or contact Hays Social Housing for a confidential discussion about this opportunity. 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 hays.co.uk

Accounts & Payroll Administrator Location: South Somerset (commutable from Yeovil, Chard, Ilminster) Salary: 30,000 - 35,000 per annum Job Type: Full-time/Part Time (pro rata annual salary), Permanent, Onsite The Opportunity An established and growing accountancy practice in South Somerset is seeking an experienced Accounts & Payroll Administrator to join their busy team. Working across a diverse portfolio of clients, you will be responsible for delivering accurate payroll services alongside supporting a range of bookkeeping and accounting activities. This is an excellent opportunity for someone with previous payroll and accounts experience who enjoys working in a client-focused environment and managing multiple priorities. Key Responsibilities Payroll Processing weekly, fortnightly and monthly payrolls for multiple clients across a range of sectors Ensuring payrolls are completed accurately and within agreed deadlines Managing payroll starters and leavers Processing statutory payments including SSP, SMP, SPP and SAP Administering pension auto-enrolment and pension scheme submissions Calculating holiday pay, overtime, bonuses and other payroll adjustments Producing and issuing payslips and payroll reports Responding to client payroll queries and providing ongoing support Maintaining employee payroll records in line with current legislation Accounts & Bookkeeping Maintaining bookkeeping records for a portfolio of clients Processing purchase invoices, sales invoices and bank transactions Performing bank reconciliations Assisting with VAT return preparation and submission Supporting the preparation of management accounts Reconciling balance sheet accounts Assisting with year-end accounts preparation Liaising with clients to obtain financial information and documentation Ensuring client records are maintained accurately and efficiently Person Specification Essential Previous experience within a payroll and accounting/bookkeeping position (5 years+) Knowledge of payroll legislation and pension auto-enrolment Strong bookkeeping skills including reconciliations and VAT returns Good working knowledge of Microsoft Excel Excellent attention to detail and organisational skills Ability to manage multiple deadlines and client requirements Strong written and verbal communication skills Desirable Experience working within an accountancy practice environment Knowledge of payroll software such as BrightPay, Sage Payroll or Xero Payroll Experience using bookkeeping software such as Xero, QuickBooks or Sage AAT qualification or working towards a finance qualification What's on Offer Salary of 30,000 - 35,000 depending on experience Opportunity to work with a varied and interesting client portfolio Supportive and collaborative team environment Ongoing professional development and training Pension scheme Holiday entitlement Free parking Apply Now If you have experience in both payroll and accounts and are looking for a varied role within a friendly and professional accountancy practice, we would love to hear from you. Shortlisted applicants will be contacted within 48 working hours.

Student Income AdministratorLocation: Hybrid WorkingHours: 35 Hours per WeekContract: Temporary AssignmentStart Date: ASAP - temporary for 3 months - could extendGrade: 3 or 15.01 per hour plus holiday payWe are seeking a highly organised and customer-focused Student Income Administrator to provide administrative and financial support within a busy student income environment. The successful candidate will be responsible for assisting with student finance administration, processing transactions, responding to queries and delivering a high standard of customer service to students and colleagues. This role requires excellent communication skills, attention to detail and the ability to manage a varied workload in a fast-paced environment.Key Responsibilities Provide administrative support to the Student Income Team. Process basic financial transactions accurately and efficiently. Assist with student fee and income-related administration. Respond to enquiries by telephone, email and face-to-face. Deliver excellent customer service to students, staff and external stakeholders. Maintain accurate records and update relevant databases and systems. Resolve routine enquiries and escalate more complex matters where required. Support the team with general administration duties including data entry, document management and correspondence. Ensure all work is completed in line with departmental procedures and deadlines. Contribute to the efficient day-to-day operation of the Student Income function.Person Specification Essential Skills and Experience Excellent communication skills, both written and verbal. Strong customer service experience. Experience dealing with enquiries via phone, email and face-to-face. Good administrative and organisational skills. Basic finance processing experience. Ability to work accurately with a high level of attention to detail. Proficiency in Microsoft Office, including Outlook, Word and Excel. Ability to manage competing priorities and work to deadlines. Experience using finance or student record systems. Knowledge of tuition fee or income administration processes.This opportunity would suit an experienced administrator with strong customer service skills and a background in finance administration, student services or office support. You will be confident dealing with a high volume of queries, providing excellent service and maintaining accuracy when processing financial information. 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 hays.co.uk

FindCore are thrilled to be assisting an established independent wealth management firm with the recruitment of a Wealth Management Administrator. The company is based in central Leeds and provides bespoke wealth-management and financial-planning services to private clients. It has operated since 2004 and focuses on building long-term client relationships through independent, tailored advice. Permanent position. This role will initially be office-based during the training period, with hybrid working available once the successful candidate is fully trained. Salary Fully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefits Key Responsibilities Provide administrative support to the Client Service Directors and wider wealth-management team. Prepare and pre-complete client application forms. Produce cost and charges disclosure documents. Obtain provider illustrations and supporting product information. Prepare factsheets, Key Investor Information Documents and other pre-advice paperwork. Submit new business applications and investment trades through investment platforms and life companies. Ensure all applications and trades are completed accurately and within the required deadlines. Maintain accurate transaction records to support valuation reconciliation. Support the onboarding of new clients and ensure client files are complete and compliant. Add and update client information within the iO back-office system. Complete the relevant iO workflows and maintain accurate diary entries. Check that anti-money laundering and compliance requirements have been satisfied. Submit letters of authority to providers and obtain policy information. Ensure client files contain all required agreements, reports and supporting documentation. Confirm files are fully compliant before new business is submitted. Maintain accurate electronic and paper-based client records. Provide general office support, including filing, scanning, photocopying, post and franking. Skills & Experience Minimum of three years' experience in a similar administrative role within financial services. Strong organisational skills with the ability to manage multiple tasks and deadlines. Excellent attention to detail and commitment to accuracy. Strong written and verbal communication skills. Competent using Microsoft Word and Excel to an intermediate level. Professional, dependable and comfortable working within a client-focused environment. What's on Offer Fully negotiable salary based on experience and capabilities. Hybrid working following the initial office-based training period. Employer pension contribution. Death-in-service benefit of four times annual salary. 24 days' annual leave plus bank holidays. Discretionary bonus. Vitality private medical insurance. Professional examination support and training. Opportunity to join an established independent wealth-management business. Supportive and highly experienced team environment. Central Leeds office location. For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.

Barchester Healthcare are looking for an experienced and dedicated Administrator to join our team and play a pivotal role within the home's management team. Providing the General Manager with the support needed to ensure the efficient running of a high quality home, this varied position encompasses managing Customer Experience elements alongside, HR, Recruitment, Payroll, Finance and the supervision of junior members of the administration team. You'll need to be a self-sufficient and professional individual who is enthusiastic and promotes a positive image when communicating with others and talking about the home, creating a positive impression. Along with strong IT skills and excellent organisation, our Administrators will need to be comfortable in giving others direction. RESPONSIBILITIES Promote a warm and welcoming environment for residents, staff and visitorsManage enquiries and showrounds of the home for prospective families, including managing the customer database appropriately to support the commercial performance and conversion of enquiries for the homeDrive the occupancy and reputation of the Care Home as part of a community engagement team Support resident and family feedback with a focus on customer care Assist with the recruitment of home staff, completing employment new starter checks and arranging inductionsPayroll preparation for home based staffProvide advice and guidance to employees on queries using the HR tools and resources availableEnsure that all personal files are stored securely Attend meetings and produce accurate notes and minutes where requiredEnsure all rotas are completeManage safe contents, petty cash, and resident fund accountsUpdate ad-hoc training, supervisions, and appraisals on staff recordsOffer guidance on staff development opportunities including signposting to Apprenticeships and qualifications NEED TO HAVE Experience in a customer facing rolePrevious involvement in HR administration and recruitment High level of attention to detail and the ability to prioritiseProficient user of Microsoft- specifically Word, Excel and OutlookCIPD qualification would be beneficial REWARDS AND BENEFITS Rewarding Excellence bonus, meaning you will be financially rewarded by up to £500 for a Good or Outstanding CQC inspectionUnlimited access to our generous refer a friend scheme, earning up to £500 per referralAccess to a wide range of retail and leisure discounts at big brands and supermarketsFree access to medical specialists, who are available for a second opinion if you need it to make a decision with confidenceConfidential and free access to counselling and legal servicesTax code review service, where we will check that you are on the right code and paying the right level of taxOption to join our monthly staff lottery alongside thousands of colleagues across the UK As the only healthcare provider to be accredited as one of the best companies to work for in the UK, Barchester are dedicated to ensuring that our team are respected and their contribution valued. If you are looking to develop your administrative career with an employer that is supportive and offers progression opportunities, Barchester is an empowering and rewarding place to be.

Financial Services Administrator / IFA Administrator Location: Sheffield (Office-Based) Salary: £28,000 - £33,000 DOE Job Type: Full-Time Permanent Financial Services Administrator IFA Administrator Wealth Management Financial Planning Are you an experienced Financial Services Administrator looking to join a professional, supportive and growing financial planning firm? We're looking for a proactive and organised IFA Administrator to become a key member of our client support team, providing high-quality administrative support to Financial Advisers and helping deliver an exceptional client experience. This is an excellent opportunity for someone with experience in an Independent Financial Adviser (IFA) or Wealth Management environment who enjoys working in a fast-paced office and wants to continue developing their career. Why Apply? Salary £28,000 - £33,000 (DOE) Fully office-based in Sheffield Flexible working hours with core office hours of 10:30am - 4:00pm Study support towards professional qualifications 25 days holiday plus bank holidays Option to purchase up to 5 additional days annual leave Pension scheme Health Cash Plan Life Assurance (4x salary) Eye care support Regular social events Volunteering opportunities Staff discounts on Wills, LPAs and residential mortgages The Role Working closely with Financial Advisers and the wider support team, you'll play a vital role in ensuring clients receive a seamless and professional service. Key Responsibilities Managing client records using Intelligent Office (IO) and back-office systems Confirming client meetings and preparing electronic client files Requesting policy information and managing Letters of Authority through to completion Liaising with clients, providers and third parties Producing provider illustrations, application packs and client presentation documents Processing new business applications from submission through to completion Monitoring new business pipelines and chasing providers where required Supporting protection underwriting cases Preparing annual review documentation and post-review correspondence Supporting group pension and employee benefit schemes, including renewals and new scheme setup Managing incoming correspondence, post and office administration Responding to adviser and client requests promptly and accurately About You We're looking for someone who can hit the ground running and has experience working within a regulated financial services environment. Essential Minimum 3 years' experience within Financial Services Previous experience as a Financial Services Administrator , IFA Administrator , Wealth Management Administrator or Financial Planning Administrator Excellent organisational and communication skills High attention to detail Strong administration and client service skills Confident liaising with providers, advisers and clients Desirable Knowledge of FCA regulations and compliance requirements Senior Financial Services Administration or Paraplanning experience Experience using Intelligent Office (IO) or similar back-office systems If you're looking to join a business that genuinely invests in its people, offers excellent benefits and provides long-term career development within financial planning, we'd love to hear from you. Apply today for immediate consideration.

Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available to Paraplanner. Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.

Financial Services Administrator (Part-Time) Location: Malmesbury, Wiltshire Salary: £30,000 - £35,000 pro rata (dependent on experience) Hours: Part-time - 3 days per week (flexible working pattern) Working Arrangement: Office-based initially, with the opportunity for hybrid working (1 day per week from home) following successful completion of probation What's On Offer Competitive salary of £30,000 - £35,000 pro rata depending on experience Flexible part-time working arrangement (3 days per week) Flexibility around working days and hours, with Fridays required Office-based role within a professional financial services environment Hybrid working opportunity following successful completion of probation Opportunity to join an established and successful team Supportive working environment with long-term career stability About You You will be an experienced Financial Services Administrator who takes pride in delivering a high level of service and enjoys being part of a close-knit team. You will be organised, dependable and able to work independently while managing a varied workload. About the Opportunity An established and highly regarded independent financial services firm based in Malmsbury is looking to appoint an experienced Financial Services Administrator to join their professional and friendly team. This is an excellent opportunity for an experienced administrator who is looking for a part-time role within a supportive environment, where they can play a key role in delivering an excellent service to clients and supporting experienced Financial Advisers. The working pattern is flexible, with the successful candidate able to agree suitable days and hours around their requirements; however, availability to work on a Friday will be essential. The Role Working closely with Financial Advisers and the wider support team, you will provide high-quality administrative support across the full client journey. You will be responsible for ensuring client cases are processed efficiently, records are maintained accurately, and clients receive a professional and timely service. The role would suit an experienced Financial Services Administrator who enjoys working within a client-focused environment and has a strong understanding of the requirements of an IFA or wealth management business. Key Responsibilities Providing comprehensive administrative support to Financial Advisers Managing client administration throughout the financial planning process Preparing client documentation, reports and correspondence Processing new business applications and tracking cases through to completion Liaising with pension providers, investment platforms, insurers and other third parties Maintaining accurate client records and updating internal systems Preparing meeting packs and adviser support documentation Supporting ongoing client reviews and servicing requirements Assisting with compliance-related administration and ensuring FCA processes are followed Handling client queries professionally and providing excellent levels of service Skills & Experience Required Previous experience within Financial Services administration is essential Experience working within an IFA, wealth management or financial planning environment Good understanding of pensions, investments, protection and general financial planning processes Strong organisational skills with excellent attention to detail Ability to manage multiple priorities and work to deadlines Confident communicating with clients, providers and colleagues Strong IT skills including Microsoft Office and experience using financial services systems Professional, reliable and client-focused approach

Barchester Healthcare are looking for an experienced and dedicated Administrator to join our team and play a pivotal role within the home's management team. Providing the General Manager with the support needed to ensure the efficient running of a high quality home, this varied position encompasses managing Customer Experience elements alongside, HR, Recruitment, Payroll, Finance and the supervision of junior members of the administration team. You'll need to be a self-sufficient and professional individual who is enthusiastic and promotes a positive image when communicating with others and talking about the home, creating a positive impression. Along with strong IT skills and excellent organisation, our Administrators will need to be comfortable in giving others direction. RESPONSIBILITIES Promote a warm and welcoming environment for residents, staff and visitors Manage enquiries and showrounds of the home for prospective families, including managing the customer database appropriately to support the commercial performance and conversion of enquiries for the home Drive the occupancy and reputation of the Care Home as part of a community engagement team Support resident and family feedback with a focus on customer care Assist with the recruitment of home staff, completing employment new starter checks and arranging inductions Payroll preparation for home based staff Provide advice and guidance to employees on queries using the HR tools and resources available Ensure that all personal files are stored securely Attend meetings and produce accurate notes and minutes where required Ensure all rotas are complete Manage safe contents, petty cash, and resident fund accounts Update ad-hoc training, supervisions, and appraisals on staff records Offer guidance on staff development opportunities including signposting to Apprenticeships and qualifications NEED TO HAVE Experience in a customer facing role Previous involvement in HR administration and recruitment High level of attention to detail and the ability to prioritise Proficient user of Microsoft- specifically Word, Excel and Outlook CIPD qualification would be beneficial REWARDS AND BENEFITS Rewarding Excellence bonus, meaning you will be financially rewarded by up to 500 for a Good or Outstanding CQC inspection Unlimited access to our generous refer a friend scheme, earning up to 500 per referral Access to a wide range of retail and leisure discounts at big brands and supermarkets Free access to medical specialists, who are available for a second opinion if you need it to make a decision with confidence Confidential and free access to counselling and legal services Tax code review service, where we will check that you are on the right code and paying the right level of tax Option to join our monthly staff lottery alongside thousands of colleagues across the UK As the only healthcare provider to be accredited as one of the best companies to work for in the UK, Barchester are dedicated to ensuring that our team are respected and their contribution valued. If you are looking to develop your administrative career with an employer that is supportive and offers progression opportunities, Barchester is an empowering and rewarding place to be.

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.

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.

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.

IFA Administrator Sutton Coldfield (Office based) 28,000 to 35,000 depending on experience Ref: JC/BCR/32442a Bell Cornwall Recruitment are currently searching for an experienced IFA administrator or an administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different 'products' from Pensions, Investments, Protection and more. What we're looking for This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You'll have: Essential: Previous experience working as a Financial Services Administrator within an Independent Financial Adviser (IFA) or financial planning firm. Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications. A good understanding of pensions, investments, ISAs and protection products. Excellent organisational skills and exceptional attention to detail. Strong communication and customer service skills. What you'll be doing Your responsibilities will include: Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person. Managing advisers' diaries and arranging client meetings. Preparing client meeting packs, valuations and review documentation. Processing new business for pensions, investments, ISAs and protection policies. Submitting applications and ensuring all documentation is accurate and compliant. Monitoring applications through to completion and keeping clients and advisers updated on progress. Using provider platforms to obtain valuations, process transactions, request information and service existing business. Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information. Preparing paperwork for annual reviews and ongoing client servicing. If you are an IFA Administrator or if you have admin and secretarial experience from a financial planning firm please apply now! INDHP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

Annual salary: up to £28,072.84 Administrator X 2 Location- Coatbridge Contract - 1 X Fixed Term Maternity Cover / working 40 hours per week 08.00 - 16.30 & 1 X Permanent / working 40 hours per week 08.00 - 16.30 Salary - £28,072.84 per annum, plus great company benefits. We are looking for 2 X Exceptional Administrator who are proactive, methodical, confident, able to work on their own initiative and support multiple teams within our business on a fixed term contract. Please note - There are 2 roles available here and the role responsibilities may slightly differ. Specific details to be discussed at interview. Mears have continuedinvestment in the North Lanarkshire communityfor the long-term. We have a commitment to deliver excellent services to residents, whilst bringing community and training benefits to the North Lanarkshire community in a sustainable way. Our ambition is to be recognised as the most trusted, large private provider, working with the public sector by 2025. Our approach prioritises where we can have the greatest impact and supports a culture that fully integrates sustainability and purpose beyond profit. This is underlined by our strategy, which through robust, ethical and transparent practices is built upon. About the Role: The successful Administrator's will be assertive, positive and flexible with the desire to be that person that everyone turns to for support You will support the team in maintaining the smooth operation of the department; ensuring all administrative procedures are undertaken in accordance with department requirements and in a timely and accurate manner and helping to provide a service to clients that is efficient and effective. Key for this is to be experienced in working with high volume and fast turnarounds maintaining an efficient and accurate approach. Key Responsibilities: Maintain accurate records, databases, and documentation while ensuring data quality and compliance. Produce reports, spreadsheets, KPI information, and analyse data to support business performance and decision-making. Provide administrative support to the Business, including document management, audits, and process improvement initiatives. Support operational activities, including system implementations, PDA/device rollouts, user administration, and team administration. Investigate queries and support reporting, performance tracking, and action management. Assist with customer complaints administration, community engagement projects, fundraising initiatives, and social value reporting. Provide payroll and financial administration, including processing timesheets, payroll submissions, reconciliations, and job costing support. Key Criteria: Good level of verbal and written communication IT literate - strong knowledge and understanding of Microsoft packages Ability to prioritise and manage workload to deadlines Previous experience in Administration or customer service would be ideal Benefits: Pension Scheme Enhanced Sick Pay Family friendly policy to include enhanced maternity/paternity leave and much more. Refer a friend scheme (total award £1000) Share saver scheme Eye test vouchers Employee Assistance Programme (Access to Free counselling service) Wellbeing service (Access to trained mental health & wellbeing advisors) Mears Annual Family Fun Day for you and your family to places like Blairdrummond Safari Park, M&Ds Themepark, fully paid for including lunch Mears Rewards - A performance recognition platform whereby you can be rewarded in high street vouchers All our roles require candidates to have the entitlement to work within the UK, Mears does not currently offer visa sponsorship. To drive a Mears vehicle, you must be aged over 21 have held your licence over 3 months and have less than 9 points. Candidates should be aware that all our roles are subject to relevant Background, Identity & Security checks before commencement of employment. Apply below or to discuss your application further; contact: Vickie Rudge url removed If you need any help with your application process, we are here to support you. We will be accessible every step of the way. At Mears Group, we are committed to fostering a diverse and inclusive environment where everyone can thrive, we are a Disability Confident employer, valuing individuality and ensuring equal opportunities for all. We proudly support the Armed Forces Covenant and are honoured to have achieved the Gold Award in the Defence Employer Recognition Scheme (ERS) to coincide with this, we hold an Endorser Award for the Career Transition Partnership, recognising our commitment to veterans transitioning into civilian careers. In our continued effort to promote social mobility, we invite applicants to voluntarily share their background information during the application stages to help us better understand the diverse experiences of our candidates. This is to ensure we are committed to improving social mobility. We use the Social Mobility Index to assess and enhance opportunities for individuals from diverse backgrounds. These questions are optional and will not impact your ability to apply.