27 jobs found

Job Title: Database Administrator (AWS, Aurora and RDS) Rate: 500 - 565 Clearance required: BPSS + SC (It needs to be an active SC with a government agency used within the last 6 months) Location: London, Croydon - 2/3 days on site Job Description: Senior Database Administrator (DBA) - SIFA G7 Equivalent (Contingent Worker) Role Overview We are seeking a highly experienced Senior DBA with deep expertise in AWS Aurora, Amazon RDS and PostgreSQL to lead the design, operation, optimisation, resilience, and recovery of critical database platforms. The successful candidate will be a hands-on technical expert, actively involved in architecture decisions, database design, performance tuning, data reconciliation, and operational support. Key Responsibilities Lead the architecture, design, and implementation of enterprise database solutions on AWS. Design and maintain database schemas, data models, indexing strategies, and database standards. Drive database resilience, high availability, disaster recovery, and business continuity capabilities. Define, implement, and test backup, recovery, failover, and disaster recovery processes. Actively participate in architecture reviews, technical governance, and design authority decisions. Optimise database performance through query tuning, execution plan analysis, indexing, and configuration improvements. Provide hands-on troubleshooting and resolution of complex production issues. Perform data reconciliation, integrity validation, and root cause analysis of data discrepancies. Manage database upgrades, patching, security, monitoring, and capacity management. Work closely with architects, developers, cloud engineers, and operational teams to deliver scalable and resilient solutions. Produce and maintain technical documentation, standards, and operational procedures. Essential Skills & Experience Expert knowledge of: o AWS Aurora o Amazon RDS o PostgreSQL Strong database architecture and solution design experience. Proven experience designing highly available and resilient database platforms. Extensive SQL development, query optimisation, and performance tuning expertise. Strong knowledge of database schema design, indexing, and data modelling. Experience with database backup, recovery, replication, failover, and disaster recovery. Hands-on experience troubleshooting large-scale production database environments. Experience leading data reconciliation and data quality activities. Strong understanding of AWS services including IAM, CloudWatch, KMS, VPC, and Secrets Manager. Experience with Infrastructure as Code (Terraform/CloudFormation) and CI/CD practices. Strong stakeholder management, communication, and leadership skills. Desirable AWS Database Specialty or AWS Solutions Architect certification. Experience with MySQL, SQL Server, MongoDB, or Redis. Experience working in highly regulated or public sector environments. Candidate Profile The successful candidate will be a recognised database SME who combines strategic architecture leadership with strong hands-on technical delivery. They will drive resilience and recovery capabilities, influence architecture decisions, and ensure database platforms are secure, scalable, performant, and operationally robust. 'This role requires additional vetting, which means this could take longer than our normal onboarding process. You will require additional vetting for this position, which means the process can take longer than the usual onboarding process with Capgemini. Please do not hesitate to get in touch if you have any queries.' If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.

Job Title: Database Administrator (AWS, Aurora and RDS) Rate: £500 - £565 Clearance required: BPSS + SC (It needs to be an active SC with a government agency used within the last 6 months) Location: London, Croydon - 2/3 days on site Job Description: Senior Database Administrator (DBA) - SIFA G7 Equivalent (Contingent Worker)  Role Overview We are seeking a highly experienced Senior DBA with deep expertise in AWS Aurora, Amazon RDS and PostgreSQL to lead the design, operation, optimisation, resilience, and recovery of critical database platforms. The successful candidate will be a hands-on technical expert, actively involved in architecture decisions, database design, performance tuning, data reconciliation, and operational support.  Key Responsibilities Lead the architecture, design, and implementation of enterprise database solutions on AWS. Design and maintain database schemas, data models, indexing strategies, and database standards. Drive database resilience, high availability, disaster recovery, and business continuity capabilities. Define, implement, and test backup, recovery, failover, and disaster recovery processes. Actively participate in architecture reviews, technical governance, and design authority decisions. Optimise database performance through query tuning, execution plan analysis, indexing, and configuration improvements. Provide hands-on troubleshooting and resolution of complex production issues. Perform data reconciliation, integrity validation, and root cause analysis of data discrepancies. Manage database upgrades, patching, security, monitoring, and capacity management. Work closely with architects, developers, cloud engineers, and operational teams to deliver scalable and resilient solutions. Produce and maintain technical documentation, standards, and operational procedures. Essential Skills & Experience Expert knowledge of: o AWS Aurora o Amazon RDS o PostgreSQL Strong database architecture and solution design experience. Proven experience designing highly available and resilient database platforms. Extensive SQL development, query optimisation, and performance tuning expertise. Strong knowledge of database schema design, indexing, and data modelling. Experience with database backup, recovery, replication, failover, and disaster recovery. Hands-on experience troubleshooting large-scale production database environments. Experience leading data reconciliation and data quality activities. Strong understanding of AWS services including IAM, CloudWatch, KMS, VPC, and Secrets Manager. Experience with Infrastructure as Code (Terraform/CloudFormation) and CI/CD practices. Strong stakeholder management, communication, and leadership skills. Desirable . AWS Database Specialty or AWS Solutions Architect certification. . Experience with MySQL, SQL Server, MongoDB, or Redis. . Experience working in highly regulated or public sector environments. Candidate Profile The successful candidate will be a recognised database SME who combines strategic architecture leadership with strong hands-on technical delivery. They will drive resilience and recovery capabilities, influence architecture decisions, and ensure database platforms are secure, scalable, performant, and operationally robust. 'This role requires additional vetting, which means this could take longer than our normal onboarding process. You will require additional vetting for this position, which means the process can take longer than the usual onboarding process with Capgemini. Please do not hesitate to get in touch if you have any queries.' If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.

Senior Client Support Administrator Financial Services Location - Leeds (LS1) Salary - £35,000 + Benefits Working Pattern In Office An excellent opportunity has arisen for a professional Senior Client Support Administrator adept at supporting all areas of the Practice. You will be part of a fast-paced team managing the work generated by the Advisers and offering support as required. This business is well established and highly successful. The Role: Senior Client Support Administrator You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with general enquiries You will have experience with business submission using bespoke software You will have technical knowledge with cases such as Death Claims, Trusts, Multi Trust planning, Investment Bonds, VCT / EIS s, SIPP / SSAS. You will need to ensure that business is processed accurately and within agreed timescales You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework The Person: Senior Client Support Administrator This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a can do working style. You will have been working in a Financial Services, Wealth Management, or IFA environment for several years and have good all-round knowledge which you are looking to expand and develop You have excellent IT and communication skills, are highly organised and can make decisions Ideally, you have used the CRM Salesforce, iBusiness & Docusign You are a self-starter and able to work with little or no supervision You will take responsibility for coaching and / or mentoring newer members of the team and be an advocate of change. It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application received. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £240.8bn. This business is well established and highly successful. This business sits within the top 3% of Practices within SJP with over £500m FUM and 1,200 households. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Senior IFA Administrator - Birmingham/home based - Up to £35,000 Benefits: Private Medical Insurance Death In Service: 4X Salary 5% Employer Pension Contribution 28 days Holiday + Bank Holidays Remote/flexible working, 1 time a month in Birmingham office. About Us: We are a reputable financial advisory firm committed to providing top-notch service and expertise to our clients. We are currently seeking a dedicated and detail-oriented individual to join our team as an IFA Administrator. This role is crucial in maintaining our commitment to excellent customer service and ensuring the smooth daily operations of our office. Role Purpose: As an IFA Administrator, you will play a key role in providing essential administrative support to the team. Your responsibilities will include handling queries from clients and other parties, preparing documentation, and ensuring compliance with regulatory requirements. Key Duties and Responsibilities: Provide high-quality administrative support to advisers and the support team. Effectively communicate with clients and other parties to address queries. Accurately process applications and record management information. Collaborate with product providers, advisers, clients, and third parties to ensure timely case completion. Qualifications and Skills: Proven experience in a similar administrative role, preferably within the financial services industry. Strong organisational skills with attention to detail. Excellent communication and interpersonal skills. Proficient in using back-office systems. Ability to work independently and collaboratively within a team. What's next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, ifa admin, PA, client review, client delivery, business support, financial services

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.

Location: Leeds (Office-based initially, hybrid available) Salary: Flexible (DOE) + Bonus + Benefits Job Type: Full-time, Permanent About the Role We're currently recruiting for an experienced IFA Administrator to join a well-established, independent financial planning firm. This position offers the opportunity to work closely with advisers and paraplanners, supporting the delivery of high-quality financial planning to a loyal and growing client base. Key Responsibilities Preparing and submitting new business applications and investment trades Obtaining illustrations, key documents and policy information Producing cost and charges disclosures and pre-advice packs Supporting the onboarding of new clients and ensuring compliance requirements are met Maintaining and updating accurate client records on back-office systems Managing workflows and diary tasks to ensure timely completion Submitting letters of authority and chasing providers Ensuring all files are fully compliant and audit-ready About You Minimum 3 years' financial services administration experience Strong understanding of pensions, investments and financial planning processes Experience with back-office systems (e.g. IO or similar) High attention to detail and strong organisational skills Confident using Microsoft Word and Excel Ability to work in a fast-paced, deadline-driven environment What's on Offer Competitive salary (depending on experience) Annual discretionary bonus Hybrid working after initial training period Pension, private medical cover & death in service 24 days holiday + bank holidays (increasing with service) Study support and career development opportunities Friendly, supportive working environment Apply Now If you're an experienced administrator looking to join a professional and growing firm, apply today for immediate consideration. sideration.

BRAND NEW ROLE - JULY 2026 Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients £38k - £42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams 2 days WFH per week once up and running My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Senior Technical Administrator who will be responsible for conducting end to end administration and also some paraplanning work supporting with the entire back-office function within the business. Duties will include suitability report writing, processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 3 year of wealth management experience but team fit will be crucial for this role so a slightly more junior candidate will be considered. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.

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

My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working is available to staff but this position requires someone to be in the office most of the time

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.

I am recruiting on behalf of my client, a well-established and growing FMCG business, for an experienced HR Coordinator to join their team on a part-time basis. This is an excellent opportunity for an organised and detail-focused HR professional with payroll experience to support the delivery of HR operations across the full employee lifecycle. Working closely with the senior HR lead, you will ensure payroll is processed accurately, compliantly, and on time while providing effective HR administration support within a fast-paced operational environment. The successful candidate will join a collaborative organisation that values professionalism, integrity, care, and continuous improvement. About the Company My client is a long-established, family-run FMCG business with approximately 90 employees across multiple UK locations. The organisation operates within a fast-paced environment, providing distribution, warehousing, fulfilment, and logistics services to customers across the UK. The business is committed to delivering excellent service while maintaining a strong people-focused culture. Key Responsibilities Maintain accurate and confidential employee records across HR systems, ensuring compliance and data integrity. Coordinate onboarding activities, including contracts, right-to-work checks, system access, and inductions. Manage employee lifecycle administration, including starters, leavers, contractual changes, and employee records. Support recruitment activity, including advertising, interview coordination, offers, references, and pre-employment checks. Prepare HR documentation, correspondence, contracts, variations, and employee letters. Support managers with HR processes, documentation, and HR system usage. Assist with employee relations processes, including meeting preparation and accurate note-taking. Support HR reporting, audits, compliance checks, and policy administration. Identify opportunities to improve HR processes and employee experience. Process accurate weekly and monthly payroll for hourly and salaried employees. Validate payroll inputs including hours, overtime, bonuses, deductions, and statutory payments. Maintain payroll records and process payroll changes including starters, leavers, and amendments. Produce payroll reports, payslips, and supporting payroll documentation. Act as the first point of contact for payroll queries. Ensure compliance with UK payroll legislation, including HMRC requirements, pensions, statutory payments, and National Minimum Wage. Skills & Experience Previous experience within an HR Administrator, HR Coordinator, or HR & Payroll support role. Hands-on payroll processing experience for both hourly and salaried employees. Strong understanding of UK payroll legislation and HR compliance requirements. Experience within FMCG, logistics, distribution, warehousing, manufacturing, or a similar operational environment is desirable. Strong administration, organisation, and attention to detail skills. Experience using HR systems and payroll software; Sage Payroll and Sage HR are desirable. Excellent communication skills with the ability to build effective relationships at all levels. Professional and discreet approach when handling confidential information. CIPD qualification or working towards one is desirable. Personal Attributes Proactive, reliable, and solutions-focused. Able to manage multiple priorities and meet deadlines. Comfortable working in a growing and changing environment. Interested in continuous improvement and smarter ways of working. Demonstrates professionalism, integrity, and sound judgement.

A fantastic opportunity to join a well-established and highly respected financial planning firm based near Birmingham City Centre. We are looking for the right person who is wanting to progress and succeed within this role, someone who is willing to get involved and support with several upcoming exciting projects going ahead. Working as part of a collaborative team, you'll provide technical support to Financial Planners, helping to produce high-quality suitability reports, conduct research and deliver an exceptional client experience. This is a varied role that offers the opportunity to get involved in exciting projects, making it ideal for a proactive and ambitious individual who enjoys taking ownership, building strong relationships, and contributing to the continued success of the business. We are looking for the right person who is wanting to progress and succeed within this role, someone who is willing to get involved and support with a few upcoming exciting projects going ahead. The role Create and draft reports supporting senior internal team members. Support Advisers and their clients throughout every stage of the financial planning process. Build and maintain key relationships with clients, supporting them appropriately. Review client information and prepare cashflow models, illustrations, and financial planning documents. Contribute to improving processes, systems, and the overall efficiency of the advice team. The ideal candidate will have: Previous experience in a Paraplanner or IFA role. A Financial Planning Level 4 Diploma (or equivalent). Excellent communication skills. A strong understanding of relevant legislative and regulatory requirements. If interested in this role please apply now, call Bard on for any additional information.

Client Relationship Manager - great for a senior admin / Trainee Paraplanner who wants to progress more technically. Salary: Up to £30,000 Location: Hybrid Working - 2 Days Office Based (Tuesdays & Fridays) / 3 Days Working From Home The Opportunity We are seeking an organised and client-focused Client Relationship Manager to join a growing financial planning business. This is an excellent opportunity for someone with experience within wealth management, financial planning, or financial services administration who enjoys building strong client relationships and supporting advisers to deliver an exceptional client experience. Working closely with advisers, paraplanners, and support teams, you will act as a key point of contact for clients, ensuring a seamless and professional service throughout their financial planning journey. Key Responsibilities Client Relationship Management Act as the day-to-day contact for clients. Build and maintain strong, trusted client relationships. Handle client enquiries professionally and efficiently. Deliver a high standard of client service at all times. Adviser Support Support advisers in the management of client relationships and portfolios. Prepare meeting packs, valuations, and supporting documentation. Ensure advisers are fully prepared ahead of client meetings. Assist with the implementation of recommendations and ongoing servicing requirements. Report Preparation Draft suitability reports and review documentation. Ensure documentation is accurate, compliant, and tailored to client needs. Maintain high standards of written communication and attention to detail. Annual Reviews Coordinate annual review processes. Prepare review packs and valuations. Follow up on actions arising from review meetings. Ensure clients receive a proactive and efficient service. Platform Migration Support Assist with the transfer of client assets onto a modern investment platform. Liaise with providers and internal stakeholders. Support a smooth and efficient onboarding process for clients. Administration & Workflow Management Maintain accurate client records and back-office systems. Monitor tasks and workflows to ensure deadlines are met. Ensure all client servicing activities are completed within agreed timescales. Support regulatory and compliance requirements. About You You will ideally have: Experience within a financial planning, wealth management, or financial services environment. A strong understanding of client servicing processes. Excellent written and verbal communication skills. Strong organisational and time management abilities. High attention to detail and accuracy. Confidence working with multiple stakeholders and managing competing priorities. Personal Attributes Client-focused and professional. Proactive and reliable. Strong relationship-building skills. Commercially aware. Able to work independently and as part of a team. What's on Offer? Salary up to £30,000 . Hybrid working model - Tuesdays and Fridays in the office, with three days working from home . Supportive and collaborative team environment. Opportunity to develop within a growing financial planning business. Exposure to advisers, paraplanners, and wider financial planning processes. If you're looking to take the next step in your financial services career and enjoy working in a client-focused environment, we'd love to hear from you.

Sewell Wallis are working with an established, forward thinking accountancy practice based near Halifax, West Yorkshire, as they look to recruit an AAT Qualified Accountant to join their friendly team. This role will play a key function within the finance team, and would suit an AAT qualified candidate looking to take the next step in their career, with opportunities to progress longer term within the team. The successful candidate will also be well placed to offer support and mentoring for more junior members within the team if a management route is something of longer term interest. What will you be doing? Preparation of sole trader, partnership, limited company, and any other accounts from manual and/or electronic records referring to the WDS Procedure Manual for the process Suggest improvements on clients records to the client manager to discuss at the meeting and to identify cross selling opportunities Prepare and present financial statements on Iris AP Preparation of capital allowances computations, personal, partnership and company tax returns on Iris PT and BT Preparation of VAT Returns for clients using the correct software for that client Complete Company Secretarial duties using Iris Understand the deadlines for submission of accounts, Tax returns and VAT returns and support the team to not miss any Liaise with Client Manager or Senior Manager for any taxation queries Gather personal tax return information for individuals Liaise with clients regarding queries or additional information required to assist with the work being carried out, either in person, by phone or by email Increase fee growth by identifying and promoting additional WDS services, as appropriate to new and existing clients Ensure that Iris client data is correct and up to date Review and complete KYC and Risk Assessments along with the PAF folder for all clients before commencing work Update Iris PM with job stages performed and prioritise work accordingly to meet deadlines Complete weekly timesheet on Iris accurately prior to 12 noon the following Monday Review client debtor balances on Iris and assist in collection of debt recovery when contacting clients What skills will you need? AAT Qualified Strong analytical skills and attention to detail Previous experience working within an accountancy practice Commercial awareness and understanding of how tasks and activities impact the business and clients What's on offer? Flexible working options Hybrid working Highly competitive salary Study Support 25 days holiday + bank holidays Please apply below, or for more information, contact Lawrie Bacon. 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.

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.

Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.

Team Administrator Senior Administrator £28,000 - £30,000 with 2 bonuses per year based on company profits MUST HAVE STRONG EXCEL SKILLS Hybrid Working 2/3 days in the office per month Your new role Hays are proud to be working with a rapidly growing global organisation who are seeking a proactive and highly organised Senior Administrator to join their dynamic team in Halifax. In this pivotal role, you will provide comprehensive support to the Operations Director, handling a range of PA duties, while also offering complex administrative assistance to a team of field Sales Account Managers. This is a fantastic opportunity for someone who thrives in a fast-paced environment and enjoys being at the heart of a busy team. Acting as PA to the Head of UK Operations, organising travel, keeping track of details, calendar updatesGeneral office administration - post, invoices, and expensesWith Excel reporting, you must be comfortable with VLookups, countiffs, statements, conditional formatting and able to design, prepare, and run reports using Excel. Collaboration with and assisting the sales and technical team in the UK Liaising closely with the Export teamCustomer care and support, including answering emails and the phone Meeting and event organisation including travel and hotel bookings - UK and internationally Assisting with technical sales and new projectsProviding admin support and producing workflow documentationCreation and maintenance of a tender document library, keeping track of what documents we have and need, selection for translation, proofreadingUpdating the CRM system and relevant reportingProducing reports including sales and data analysis, order books, survey reports, and training manuals What you'll get in return Discretionary Bonus scheme paid twice per yearGroup pension scheme and private healthFlexibility and home office daysProfessional and personal development30-day holidays What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #