Your new company An exciting opportunity has arisen for an organised and proactive Training Coordinator to join a well-established and growing business. Working as part of the wider HR and Learning & Development function, you will play a key role in coordinating training activities, supporting employee development programmes and ensuring the smooth delivery of learning initiatives across the organisation.This position would suit an individual with strong administration and coordination skills who enjoys building relationships, managing multiple priorities and supporting employee development. Your new role Coordinate all training and development activities across multiple business areas. Support apprenticeship, graduate, trainee and professional development programmes, ensuring progress is effectively monitored and recorded. Work closely with managers to identify training needs and skills gaps across the workforce. Maintain and update training records, databases and reporting systems. Manage training plans and coordinate training schedules in line with business requirements. Book training courses, source suitable providers and venues, and coordinate all associated logistics. Monitor training budgets and support the administration of grant funding claims where applicable. Produce regular reports on training activity, qualifications, completion rates and learning outcomes. Support employees undertaking professional qualifications and further education programmes. Build and maintain positive relationships with employees, managers and external training providers. Contribute ideas to improve training processes, systems and overall learning provision. Support wider HR and Learning & Development initiatives as required. What you'll need to succeed Previous experience within a Training Coordinator, Learning & Development Administrator, HR Administrator or similar coordination role would be advantageous. Strong administrative and organisational skills with the ability to manage multiple tasks and deadlines. Excellent communication skills and the confidence to build relationships at all levels. Good working knowledge of Microsoft Office, including Excel, Word and databases. Strong attention to detail and accurate record-keeping abilities. Ability to analyse information and produce clear, meaningful reports. Self-motivated, proactive and keen to learn and develop. Comfortable working independently as well as collaboratively within a wider team. What you'll get in return Opportunity to develop a career within Learning & Development and HR. Exposure to a wide range of training and employee development activities. Collaborative and supportive working environment. Ongoing training and professional development opportunities. The chance to make a real impact on employee growth and business success What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Aug 11, 2026
Full time
Your new company An exciting opportunity has arisen for an organised and proactive Training Coordinator to join a well-established and growing business. Working as part of the wider HR and Learning & Development function, you will play a key role in coordinating training activities, supporting employee development programmes and ensuring the smooth delivery of learning initiatives across the organisation.This position would suit an individual with strong administration and coordination skills who enjoys building relationships, managing multiple priorities and supporting employee development. Your new role Coordinate all training and development activities across multiple business areas. Support apprenticeship, graduate, trainee and professional development programmes, ensuring progress is effectively monitored and recorded. Work closely with managers to identify training needs and skills gaps across the workforce. Maintain and update training records, databases and reporting systems. Manage training plans and coordinate training schedules in line with business requirements. Book training courses, source suitable providers and venues, and coordinate all associated logistics. Monitor training budgets and support the administration of grant funding claims where applicable. Produce regular reports on training activity, qualifications, completion rates and learning outcomes. Support employees undertaking professional qualifications and further education programmes. Build and maintain positive relationships with employees, managers and external training providers. Contribute ideas to improve training processes, systems and overall learning provision. Support wider HR and Learning & Development initiatives as required. What you'll need to succeed Previous experience within a Training Coordinator, Learning & Development Administrator, HR Administrator or similar coordination role would be advantageous. Strong administrative and organisational skills with the ability to manage multiple tasks and deadlines. Excellent communication skills and the confidence to build relationships at all levels. Good working knowledge of Microsoft Office, including Excel, Word and databases. Strong attention to detail and accurate record-keeping abilities. Ability to analyse information and produce clear, meaningful reports. Self-motivated, proactive and keen to learn and develop. Comfortable working independently as well as collaboratively within a wider team. What you'll get in return Opportunity to develop a career within Learning & Development and HR. Exposure to a wide range of training and employee development activities. Collaborative and supportive working environment. Ongoing training and professional development opportunities. The chance to make a real impact on employee growth and business success What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Are you an experienced IFA Administrator looking to take the next step into a leadership role while remaining hands-on with clients and Financial Planners? An excellent opportunity has arisen for an IFA Administrator to join a highly regarded financial planning firm as a Team Manager in their Bristol office. Our client is a well-established wealth management firm with an excellent reputation for delivering high-quality financial planning advice. They're looking for an experienced IFA Administrator to provide administrative support to the Director of Financial Planning and 1 Trainee Financial Planner, as well as mentor and support a Junior Administrator. You will also act as the escalation point and support 4 Junior Administrators based in other regional offices. This is a varied role combining hands-on financial planning administration with team leadership, and suitable for someone who has strong experience within Financial Planning, mentoring junior team members, and looking to take that next step in their career. The Role: Provide comprehensive administrative support to the Financial Planning Director and 1 Trainee Financial Planner Prepare client meeting packs and all associated documentation Arrange client meetings and manage adviser diaries Liaise with clients and providers to progress new and existing business Process Letters of Authority and obtain information from providers Maintain accurate client records using the firm's CRM and workflow systems Manage cases from inception through to completion, ensuring an outstanding client experience Support, coach and develop Junior Administrators Allocate workloads and act as the technical escalation point for the administration team Ensure all work is completed accurately and in line with FCA requirements while identifying opportunities to improve processes The Person: Around 3 years' experience as an IFA Administrator within a Financial Planning/Wealth Management environment Experience supervising, mentoring or coaching junior team members Knowledge of pensions, investments and wider wealth management products Strong knowledge of the Financial Advice process, from initial enquiry through to implementation and ongoing client servicing Excellent organisational skills with exceptional attention to detail Confident communicator with a collaborative and proactive approach Level 4 Diploma is welcomed but not essential. Full study support is available for those wishing to achieve their Level 4 Diploma Package & Benefits: Salary up to £50,000 plus bonus DOE Hybrid working (4 days in the office, 1 day from home) Full study support towards professional qualifications (if desired) Ongoing training and career development Opportunity to step into a leadership role within a highly successful business Supportive and collaborative working environment with genuine long-term progression Health Cash Plan Life Assurance 4x Salary Private Medical Insurance Private GP Income Protection Pension 26 days holiday plus bank holidays This is an excellent opportunity for an experienced IFA Administrator looking to take the next step in their career, combining leadership responsibilities with hands-on financial planning administration within a well-established, supportive, and growing Financial Planning firm. If this opportunity is of interest, please send your CV to Harry at Financial Divisions.
Aug 11, 2026
Full time
Are you an experienced IFA Administrator looking to take the next step into a leadership role while remaining hands-on with clients and Financial Planners? An excellent opportunity has arisen for an IFA Administrator to join a highly regarded financial planning firm as a Team Manager in their Bristol office. Our client is a well-established wealth management firm with an excellent reputation for delivering high-quality financial planning advice. They're looking for an experienced IFA Administrator to provide administrative support to the Director of Financial Planning and 1 Trainee Financial Planner, as well as mentor and support a Junior Administrator. You will also act as the escalation point and support 4 Junior Administrators based in other regional offices. This is a varied role combining hands-on financial planning administration with team leadership, and suitable for someone who has strong experience within Financial Planning, mentoring junior team members, and looking to take that next step in their career. The Role: Provide comprehensive administrative support to the Financial Planning Director and 1 Trainee Financial Planner Prepare client meeting packs and all associated documentation Arrange client meetings and manage adviser diaries Liaise with clients and providers to progress new and existing business Process Letters of Authority and obtain information from providers Maintain accurate client records using the firm's CRM and workflow systems Manage cases from inception through to completion, ensuring an outstanding client experience Support, coach and develop Junior Administrators Allocate workloads and act as the technical escalation point for the administration team Ensure all work is completed accurately and in line with FCA requirements while identifying opportunities to improve processes The Person: Around 3 years' experience as an IFA Administrator within a Financial Planning/Wealth Management environment Experience supervising, mentoring or coaching junior team members Knowledge of pensions, investments and wider wealth management products Strong knowledge of the Financial Advice process, from initial enquiry through to implementation and ongoing client servicing Excellent organisational skills with exceptional attention to detail Confident communicator with a collaborative and proactive approach Level 4 Diploma is welcomed but not essential. Full study support is available for those wishing to achieve their Level 4 Diploma Package & Benefits: Salary up to £50,000 plus bonus DOE Hybrid working (4 days in the office, 1 day from home) Full study support towards professional qualifications (if desired) Ongoing training and career development Opportunity to step into a leadership role within a highly successful business Supportive and collaborative working environment with genuine long-term progression Health Cash Plan Life Assurance 4x Salary Private Medical Insurance Private GP Income Protection Pension 26 days holiday plus bank holidays This is an excellent opportunity for an experienced IFA Administrator looking to take the next step in their career, combining leadership responsibilities with hands-on financial planning administration within a well-established, supportive, and growing Financial Planning firm. If this opportunity is of interest, please send your CV to Harry at Financial Divisions.
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Aug 11, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Trainee Paraplanner Liverpool City Centre / Hybrid (2 days from home) 28,000 - 35,000 (Dependant on experience) Hybrid Working (3 days office / 2 days home) Monday to Friday, 9:00am to 5:00pm The Opportunity A highly respected financial planning firm based in Liverpool City Centre is looking to recruit a Trainee Paraplanner to join its growing team. This position is ideal for an ambitious individual currently working as a Senior Financial Services Administrator, Client Services Administrator, or in a Trainee/Junior Paraplanner role who is looking to progress their career within financial planning. You will receive ongoing support and development, working closely with experienced Advisers and Paraplanners while developing your technical knowledge and progressing your paraplanning career. Key Responsibilities: Assist in the preparation of suitability reports and recommendation letters Conduct product, provider and fund research Gather and analyse client information Prepare review meeting documentation Liaise with Advisers, clients and product providers Support the paraplanning team with technical administrative duties Maintain accurate client records and ensure compliance processes are followed Assist with pension, investment and protection case work About You We are keen to speak with individuals who possess: Previous experience within a Financial Planning, Wealth Management or Independent Financial Advice environment Experience as a Senior Administrator, Client Services Administrator, Trainee Paraplanner or Junior Paraplanner Excellent organisational and communication skills Strong attention to detail The ability to manage multiple tasks and deadlines effectively A desire to build a long-term career within paraplanning and financial planning Progress towards, or an interest in studying towards, Level 4 Diploma qualifications would be beneficial What's on Offer? Competitive salary and benefits package Hybrid working with 2 days per week from home Modern Liverpool City Centre offices Clear career progression into a Paraplanner role Ongoing training and professional development Support towards financial planning qualifications A collaborative and supportive team environment Apply Now If you're an experienced Financial Services Administrator ready for the next step, or an existing Trainee/Junior Paraplanner looking to further develop your career, we'd love to hear from you. Apply today to find out more about this exciting opportunity in Liverpool City Centre. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Aug 11, 2026
Full time
Trainee Paraplanner Liverpool City Centre / Hybrid (2 days from home) 28,000 - 35,000 (Dependant on experience) Hybrid Working (3 days office / 2 days home) Monday to Friday, 9:00am to 5:00pm The Opportunity A highly respected financial planning firm based in Liverpool City Centre is looking to recruit a Trainee Paraplanner to join its growing team. This position is ideal for an ambitious individual currently working as a Senior Financial Services Administrator, Client Services Administrator, or in a Trainee/Junior Paraplanner role who is looking to progress their career within financial planning. You will receive ongoing support and development, working closely with experienced Advisers and Paraplanners while developing your technical knowledge and progressing your paraplanning career. Key Responsibilities: Assist in the preparation of suitability reports and recommendation letters Conduct product, provider and fund research Gather and analyse client information Prepare review meeting documentation Liaise with Advisers, clients and product providers Support the paraplanning team with technical administrative duties Maintain accurate client records and ensure compliance processes are followed Assist with pension, investment and protection case work About You We are keen to speak with individuals who possess: Previous experience within a Financial Planning, Wealth Management or Independent Financial Advice environment Experience as a Senior Administrator, Client Services Administrator, Trainee Paraplanner or Junior Paraplanner Excellent organisational and communication skills Strong attention to detail The ability to manage multiple tasks and deadlines effectively A desire to build a long-term career within paraplanning and financial planning Progress towards, or an interest in studying towards, Level 4 Diploma qualifications would be beneficial What's on Offer? Competitive salary and benefits package Hybrid working with 2 days per week from home Modern Liverpool City Centre offices Clear career progression into a Paraplanner role Ongoing training and professional development Support towards financial planning qualifications A collaborative and supportive team environment Apply Now If you're an experienced Financial Services Administrator ready for the next step, or an existing Trainee/Junior Paraplanner looking to further develop your career, we'd love to hear from you. Apply today to find out more about this exciting opportunity in Liverpool City Centre. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Client Relationship Manager - great for a senior admin / Trainee Paraplanner who wants to progress more technically. Salary: Up to £30,000 Location: Hybrid Working - 2 Days Office Based (Tuesdays & Fridays) / 3 Days Working From Home The Opportunity We are seeking an organised and client-focused Client Relationship Manager to join a growing financial planning business. This is an excellent opportunity for someone with experience within wealth management, financial planning, or financial services administration who enjoys building strong client relationships and supporting advisers to deliver an exceptional client experience. Working closely with advisers, paraplanners, and support teams, you will act as a key point of contact for clients, ensuring a seamless and professional service throughout their financial planning journey. Key Responsibilities Client Relationship Management Act as the day-to-day contact for clients. Build and maintain strong, trusted client relationships. Handle client enquiries professionally and efficiently. Deliver a high standard of client service at all times. Adviser Support Support advisers in the management of client relationships and portfolios. Prepare meeting packs, valuations, and supporting documentation. Ensure advisers are fully prepared ahead of client meetings. Assist with the implementation of recommendations and ongoing servicing requirements. Report Preparation Draft suitability reports and review documentation. Ensure documentation is accurate, compliant, and tailored to client needs. Maintain high standards of written communication and attention to detail. Annual Reviews Coordinate annual review processes. Prepare review packs and valuations. Follow up on actions arising from review meetings. Ensure clients receive a proactive and efficient service. Platform Migration Support Assist with the transfer of client assets onto a modern investment platform. Liaise with providers and internal stakeholders. Support a smooth and efficient onboarding process for clients. Administration & Workflow Management Maintain accurate client records and back-office systems. Monitor tasks and workflows to ensure deadlines are met. Ensure all client servicing activities are completed within agreed timescales. Support regulatory and compliance requirements. About You You will ideally have: Experience within a financial planning, wealth management, or financial services environment. A strong understanding of client servicing processes. Excellent written and verbal communication skills. Strong organisational and time management abilities. High attention to detail and accuracy. Confidence working with multiple stakeholders and managing competing priorities. Personal Attributes Client-focused and professional. Proactive and reliable. Strong relationship-building skills. Commercially aware. Able to work independently and as part of a team. What's on Offer? Salary up to £30,000 . Hybrid working model - Tuesdays and Fridays in the office, with three days working from home . Supportive and collaborative team environment. Opportunity to develop within a growing financial planning business. Exposure to advisers, paraplanners, and wider financial planning processes. If you're looking to take the next step in your financial services career and enjoy working in a client-focused environment, we'd love to hear from you.
Aug 10, 2026
Full time
Client Relationship Manager - great for a senior admin / Trainee Paraplanner who wants to progress more technically. Salary: Up to £30,000 Location: Hybrid Working - 2 Days Office Based (Tuesdays & Fridays) / 3 Days Working From Home The Opportunity We are seeking an organised and client-focused Client Relationship Manager to join a growing financial planning business. This is an excellent opportunity for someone with experience within wealth management, financial planning, or financial services administration who enjoys building strong client relationships and supporting advisers to deliver an exceptional client experience. Working closely with advisers, paraplanners, and support teams, you will act as a key point of contact for clients, ensuring a seamless and professional service throughout their financial planning journey. Key Responsibilities Client Relationship Management Act as the day-to-day contact for clients. Build and maintain strong, trusted client relationships. Handle client enquiries professionally and efficiently. Deliver a high standard of client service at all times. Adviser Support Support advisers in the management of client relationships and portfolios. Prepare meeting packs, valuations, and supporting documentation. Ensure advisers are fully prepared ahead of client meetings. Assist with the implementation of recommendations and ongoing servicing requirements. Report Preparation Draft suitability reports and review documentation. Ensure documentation is accurate, compliant, and tailored to client needs. Maintain high standards of written communication and attention to detail. Annual Reviews Coordinate annual review processes. Prepare review packs and valuations. Follow up on actions arising from review meetings. Ensure clients receive a proactive and efficient service. Platform Migration Support Assist with the transfer of client assets onto a modern investment platform. Liaise with providers and internal stakeholders. Support a smooth and efficient onboarding process for clients. Administration & Workflow Management Maintain accurate client records and back-office systems. Monitor tasks and workflows to ensure deadlines are met. Ensure all client servicing activities are completed within agreed timescales. Support regulatory and compliance requirements. About You You will ideally have: Experience within a financial planning, wealth management, or financial services environment. A strong understanding of client servicing processes. Excellent written and verbal communication skills. Strong organisational and time management abilities. High attention to detail and accuracy. Confidence working with multiple stakeholders and managing competing priorities. Personal Attributes Client-focused and professional. Proactive and reliable. Strong relationship-building skills. Commercially aware. Able to work independently and as part of a team. What's on Offer? Salary up to £30,000 . Hybrid working model - Tuesdays and Fridays in the office, with three days working from home . Supportive and collaborative team environment. Opportunity to develop within a growing financial planning business. Exposure to advisers, paraplanners, and wider financial planning processes. If you're looking to take the next step in your financial services career and enjoy working in a client-focused environment, we'd love to hear from you.
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Hybrid and flexible working arrangements Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Aug 09, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Hybrid and flexible working arrangements Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Trainee Paraplanner Bristol Competitive Salary + Full Study Support Are you an experienced IFA Administrator looking to take the next step towards becoming a Paraplanner? Have you already started progression to your Level 4 Diploma (or are you planning to) and want to join a business that will genuinely invest in your development? We're working with a highly respected, award-winning Financial Planning firm looking to recruit a Trainee Paraplanner to join their growing team. This is an outstanding opportunity to build on your administration experience while receiving hands on mentoring, full paraplanning training and ongoing support towards achieving your professional qualifications. What's on Offer? Full study support for CII qualifications Structured career path to become a fully qualified Paraplanner Mentoring from experienced Advisers and Paraplanners Friendly, collaborative team culture Modern offices in Bristol Competitive salary and excellent benefits The Role Working closely with experienced Financial Advisers and Paraplanners, you'll gradually develop your technical knowledge and take on increasing responsibility, including: Conducting product and provider research. Preparing suitability reports and recommendation packs. Supporting advisers with financial planning reports. Maintaining accurate client records and ensuring FCA compliance. Liaising with providers and clients to gather information. Assisting with pensions, investments and protection cases. Developing your technical knowledge through structured learning and professional qualifications. What We're Looking For Previous experience working within an IFA or Financial Planning practice in an Administration or Client Support role. A good understanding of pensions, investments and financial planning processes. Ideally studying towards your Level 4 qualification Excellent attention to detail and strong organisational skills. Confident communication skills with a genuine passion for financial planning. A proactive attitude and eagerness to learn. This is an excellent opportunity for someone who wants to move beyond administration and build a long-term career in paraplanning with a firm that is committed to your development every step of the way. If you're ambitious, eager to learn and ready for the next stage in your financial services career, we'd love to hear from you.
Aug 07, 2026
Full time
Trainee Paraplanner Bristol Competitive Salary + Full Study Support Are you an experienced IFA Administrator looking to take the next step towards becoming a Paraplanner? Have you already started progression to your Level 4 Diploma (or are you planning to) and want to join a business that will genuinely invest in your development? We're working with a highly respected, award-winning Financial Planning firm looking to recruit a Trainee Paraplanner to join their growing team. This is an outstanding opportunity to build on your administration experience while receiving hands on mentoring, full paraplanning training and ongoing support towards achieving your professional qualifications. What's on Offer? Full study support for CII qualifications Structured career path to become a fully qualified Paraplanner Mentoring from experienced Advisers and Paraplanners Friendly, collaborative team culture Modern offices in Bristol Competitive salary and excellent benefits The Role Working closely with experienced Financial Advisers and Paraplanners, you'll gradually develop your technical knowledge and take on increasing responsibility, including: Conducting product and provider research. Preparing suitability reports and recommendation packs. Supporting advisers with financial planning reports. Maintaining accurate client records and ensuring FCA compliance. Liaising with providers and clients to gather information. Assisting with pensions, investments and protection cases. Developing your technical knowledge through structured learning and professional qualifications. What We're Looking For Previous experience working within an IFA or Financial Planning practice in an Administration or Client Support role. A good understanding of pensions, investments and financial planning processes. Ideally studying towards your Level 4 qualification Excellent attention to detail and strong organisational skills. Confident communication skills with a genuine passion for financial planning. A proactive attitude and eagerness to learn. This is an excellent opportunity for someone who wants to move beyond administration and build a long-term career in paraplanning with a firm that is committed to your development every step of the way. If you're ambitious, eager to learn and ready for the next stage in your financial services career, we'd love to hear from you.
Company Description About FRP At FRP, we are a leading national business advisory firm based in the UK. With over 950 team members, including more than 100 partners, we specialise in Corporate Finance, Debt Advisory, Forensic Services, Financial Advisory, Restructuring Advisory, and Real Estate Advisory. Operating from 35 offices across the UK, Isle of Man and Cyprus, we are dedicated to helping clients navigate complex and difficult situations to create, preserve, and recover value. Our approach is known for being honest, clear, and considered. We provide strategic solutions that cater to a broad range of businesses, from multinational organisations to small enterprises. Our commitment is to deliver expert advice and support, ensuring our clients can make informed decisions and achieve their goals. Job Description Role overview We are seeking a motivated individual to join our experienced Restructuring team at FRP Advisory in our Brentwood office. This role is ideal for someone looking to start a career in the professional services sector. Full training will be provided, along with opportunities for further education and professional qualifications. The successful candidate will support colleagues on a wide range insolvency cases, coordinating with various stakeholders, and ensuring the smooth progression of the team's caseload. As you develop, you will take on a wider client-facing role. Key Responsibilities The duties and responsibilities will vary case to case but are likely to include: Issuing statutory documentation in accordance with case diaries Communicating in writing and by telephone with creditors, employees and tax authorities to address any queries Preparation of reports, in line with insolvency legislation and best practice (training will be given) Managing own workload to ensure deadlines are met whilst ensuring that work is completed with accuracy and to a high standard Taking responsibility and proactive management of ongoing compliance of cases Provide ongoing support and assistance to other members of the team Attending site visits as and when required Developing and maintaining strong working relationships with accountants/agents/banks/lawyers/financial institutions Further Development FRP is committed to ongoing development and will support further training and professional qualifications. This could include pathways such as the ICAEW Certificate in Insolvency, ACA or equivalent, and CPI qualification. Qualifications GCSE English and Mathematics grade 5 or above 2 A-level grades c or above (or expected grades) Ability to exhibit our core values of being clear, honest and considered in your approach to work Highly motivated team player with excellent oral and written communication skills and interpersonal skills when engaging with clients and colleagues Diligent with keen attention to detail and a professional approach to work Adaptable and flexible approach to work with a genuine willingness to learn Excellent organisational and administration skills with good knowledge of Microsoft Office packages including Word, Excel, and Outlook Additional Information Our Values Straightforward : We provide clear, no-nonsense advice Confident : Our guidance is backed by expertise and evidence Pragmatic : We focus on practical solutions and tangible outcomes Real : We are professional yet approachable, understanding the challenges our clients face Our Commitment to You and the Environment At FRP, sustainability is integral to our strategy and operations. Our sustainability depends on building and maintaining meaningful, long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on the natural environment. We are always striving to improve in all areas - whether it's our people, our clients, our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We are committed to fostering an inclusive, equitable, and diverse culture for our people. We maintain an Equal Opportunities Policy, ensuring that recruitment and employment decisions are based solely on the skills and experience required for our professional services - regardless of ethnicity, race, sexual orientation, disability, or any other protected characteristic. We believe every individual should have the opportunity to thrive. Our learning and development programmes enable us to invest in growing our employees' careers. We aim to empower our team members to each achieve their potential. We are committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success lead to our sustainability and success. We are emotionally invested in our clients right from the beginning.
Aug 07, 2026
Full time
Company Description About FRP At FRP, we are a leading national business advisory firm based in the UK. With over 950 team members, including more than 100 partners, we specialise in Corporate Finance, Debt Advisory, Forensic Services, Financial Advisory, Restructuring Advisory, and Real Estate Advisory. Operating from 35 offices across the UK, Isle of Man and Cyprus, we are dedicated to helping clients navigate complex and difficult situations to create, preserve, and recover value. Our approach is known for being honest, clear, and considered. We provide strategic solutions that cater to a broad range of businesses, from multinational organisations to small enterprises. Our commitment is to deliver expert advice and support, ensuring our clients can make informed decisions and achieve their goals. Job Description Role overview We are seeking a motivated individual to join our experienced Restructuring team at FRP Advisory in our Brentwood office. This role is ideal for someone looking to start a career in the professional services sector. Full training will be provided, along with opportunities for further education and professional qualifications. The successful candidate will support colleagues on a wide range insolvency cases, coordinating with various stakeholders, and ensuring the smooth progression of the team's caseload. As you develop, you will take on a wider client-facing role. Key Responsibilities The duties and responsibilities will vary case to case but are likely to include: Issuing statutory documentation in accordance with case diaries Communicating in writing and by telephone with creditors, employees and tax authorities to address any queries Preparation of reports, in line with insolvency legislation and best practice (training will be given) Managing own workload to ensure deadlines are met whilst ensuring that work is completed with accuracy and to a high standard Taking responsibility and proactive management of ongoing compliance of cases Provide ongoing support and assistance to other members of the team Attending site visits as and when required Developing and maintaining strong working relationships with accountants/agents/banks/lawyers/financial institutions Further Development FRP is committed to ongoing development and will support further training and professional qualifications. This could include pathways such as the ICAEW Certificate in Insolvency, ACA or equivalent, and CPI qualification. Qualifications GCSE English and Mathematics grade 5 or above 2 A-level grades c or above (or expected grades) Ability to exhibit our core values of being clear, honest and considered in your approach to work Highly motivated team player with excellent oral and written communication skills and interpersonal skills when engaging with clients and colleagues Diligent with keen attention to detail and a professional approach to work Adaptable and flexible approach to work with a genuine willingness to learn Excellent organisational and administration skills with good knowledge of Microsoft Office packages including Word, Excel, and Outlook Additional Information Our Values Straightforward : We provide clear, no-nonsense advice Confident : Our guidance is backed by expertise and evidence Pragmatic : We focus on practical solutions and tangible outcomes Real : We are professional yet approachable, understanding the challenges our clients face Our Commitment to You and the Environment At FRP, sustainability is integral to our strategy and operations. Our sustainability depends on building and maintaining meaningful, long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on the natural environment. We are always striving to improve in all areas - whether it's our people, our clients, our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We are committed to fostering an inclusive, equitable, and diverse culture for our people. We maintain an Equal Opportunities Policy, ensuring that recruitment and employment decisions are based solely on the skills and experience required for our professional services - regardless of ethnicity, race, sexual orientation, disability, or any other protected characteristic. We believe every individual should have the opportunity to thrive. Our learning and development programmes enable us to invest in growing our employees' careers. We aim to empower our team members to each achieve their potential. We are committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success lead to our sustainability and success. We are emotionally invested in our clients right from the beginning.
IFA Administrator/Wealth Planning Administrator Location: Colchester (Hybrid: 2 days WFH after probation) Salary: £28,000 - £36,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes What's on offer £28,000 - £36,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development- including development into paraplanning through a trainee paraplanner programme Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What they are looking for Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others If this role and company align with what you are looking for, please apply!
Aug 07, 2026
Full time
IFA Administrator/Wealth Planning Administrator Location: Colchester (Hybrid: 2 days WFH after probation) Salary: £28,000 - £36,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes What's on offer £28,000 - £36,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development- including development into paraplanning through a trainee paraplanner programme Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What they are looking for Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others If this role and company align with what you are looking for, please apply!
IFA Administrator/Wealth Planning Administrator Location: Ipswich / East Anglia (Hybrid: 2 days WFH after probation) Salary: £28,000 - £33,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes What's on offer £28,000 - £33,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development- including development into paraplanning through a trainee paraplanner programme Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What they are looking for Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others If this role and company align with what you are looking for, please apply!
Aug 07, 2026
Full time
IFA Administrator/Wealth Planning Administrator Location: Ipswich / East Anglia (Hybrid: 2 days WFH after probation) Salary: £28,000 - £33,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes What's on offer £28,000 - £33,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development- including development into paraplanning through a trainee paraplanner programme Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What they are looking for Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others If this role and company align with what you are looking for, please apply!
Your new company An exciting opportunity has arisen for an organised and proactive Training Coordinator to join a well-established and growing business. Working as part of the wider HR and Learning & Development function, you will play a key role in coordinating training activities, supporting employee development programmes and ensuring the smooth delivery of learning initiatives across the organisation.This position would suit an individual with strong administration and coordination skills who enjoys building relationships, managing multiple priorities and supporting employee development. Your new role Coordinate all training and development activities across multiple business areas. Support apprenticeship, graduate, trainee and professional development programmes, ensuring progress is effectively monitored and recorded. Work closely with managers to identify training needs and skills gaps across the workforce. Maintain and update training records, databases and reporting systems. Manage training plans and coordinate training schedules in line with business requirements. Book training courses, source suitable providers and venues, and coordinate all associated logistics. Monitor training budgets and support the administration of grant funding claims where applicable. Produce regular reports on training activity, qualifications, completion rates and learning outcomes. Support employees undertaking professional qualifications and further education programmes. Build and maintain positive relationships with employees, managers and external training providers. Contribute ideas to improve training processes, systems and overall learning provision. Support wider HR and Learning & Development initiatives as required. What you'll need to succeed Previous experience within a Training Coordinator, Learning & Development Administrator, HR Administrator or similar coordination role would be advantageous. Strong administrative and organisational skills with the ability to manage multiple tasks and deadlines. Excellent communication skills and the confidence to build relationships at all levels. Good working knowledge of Microsoft Office, including Excel, Word and databases. Strong attention to detail and accurate record-keeping abilities. Ability to analyse information and produce clear, meaningful reports. Self-motivated, proactive and keen to learn and develop. Comfortable working independently as well as collaboratively within a wider team. What you'll get in return Opportunity to develop a career within Learning & Development and HR. Exposure to a wide range of training and employee development activities. Collaborative and supportive working environment. Ongoing training and professional development opportunities. The chance to make a real impact on employee growth and business success What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Aug 06, 2026
Full time
Your new company An exciting opportunity has arisen for an organised and proactive Training Coordinator to join a well-established and growing business. Working as part of the wider HR and Learning & Development function, you will play a key role in coordinating training activities, supporting employee development programmes and ensuring the smooth delivery of learning initiatives across the organisation.This position would suit an individual with strong administration and coordination skills who enjoys building relationships, managing multiple priorities and supporting employee development. Your new role Coordinate all training and development activities across multiple business areas. Support apprenticeship, graduate, trainee and professional development programmes, ensuring progress is effectively monitored and recorded. Work closely with managers to identify training needs and skills gaps across the workforce. Maintain and update training records, databases and reporting systems. Manage training plans and coordinate training schedules in line with business requirements. Book training courses, source suitable providers and venues, and coordinate all associated logistics. Monitor training budgets and support the administration of grant funding claims where applicable. Produce regular reports on training activity, qualifications, completion rates and learning outcomes. Support employees undertaking professional qualifications and further education programmes. Build and maintain positive relationships with employees, managers and external training providers. Contribute ideas to improve training processes, systems and overall learning provision. Support wider HR and Learning & Development initiatives as required. What you'll need to succeed Previous experience within a Training Coordinator, Learning & Development Administrator, HR Administrator or similar coordination role would be advantageous. Strong administrative and organisational skills with the ability to manage multiple tasks and deadlines. Excellent communication skills and the confidence to build relationships at all levels. Good working knowledge of Microsoft Office, including Excel, Word and databases. Strong attention to detail and accurate record-keeping abilities. Ability to analyse information and produce clear, meaningful reports. Self-motivated, proactive and keen to learn and develop. Comfortable working independently as well as collaboratively within a wider team. What you'll get in return Opportunity to develop a career within Learning & Development and HR. Exposure to a wide range of training and employee development activities. Collaborative and supportive working environment. Ongoing training and professional development opportunities. The chance to make a real impact on employee growth and business success What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Your new company An exciting opportunity has arisen for an organised and proactive Training Coordinator to join a well-established and growing business. Working as part of the wider HR and Learning & Development function, you will play a key role in coordinating training activities, supporting employee development programmes and ensuring the smooth delivery of learning initiatives across the organisation.This position would suit an individual with strong administration and coordination skills who enjoys building relationships, managing multiple priorities and supporting employee development. Your new role Coordinate all training and development activities across multiple business areas. Support apprenticeship, graduate, trainee and professional development programmes, ensuring progress is effectively monitored and recorded. Work closely with managers to identify training needs and skills gaps across the workforce. Maintain and update training records, databases and reporting systems. Manage training plans and coordinate training schedules in line with business requirements. Book training courses, source suitable providers and venues, and coordinate all associated logistics. Monitor training budgets and support the administration of grant funding claims where applicable. Produce regular reports on training activity, qualifications, completion rates and learning outcomes. Support employees undertaking professional qualifications and further education programmes. Build and maintain positive relationships with employees, managers and external training providers. Contribute ideas to improve training processes, systems and overall learning provision. Support wider HR and Learning & Development initiatives as required. What you'll need to succeed Previous experience within a Training Coordinator, Learning & Development Administrator, HR Administrator or similar coordination role would be advantageous. Strong administrative and organisational skills with the ability to manage multiple tasks and deadlines. Excellent communication skills and the confidence to build relationships at all levels. Good working knowledge of Microsoft Office, including Excel, Word and databases. Strong attention to detail and accurate record-keeping abilities. Ability to analyse information and produce clear, meaningful reports. Self-motivated, proactive and keen to learn and develop. Comfortable working independently as well as collaboratively within a wider team. What you'll get in return Opportunity to develop a career within Learning & Development and HR. Exposure to a wide range of training and employee development activities. Collaborative and supportive working environment. Ongoing training and professional development opportunities. The chance to make a real impact on employee growth and business success What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Aug 06, 2026
Full time
Your new company An exciting opportunity has arisen for an organised and proactive Training Coordinator to join a well-established and growing business. Working as part of the wider HR and Learning & Development function, you will play a key role in coordinating training activities, supporting employee development programmes and ensuring the smooth delivery of learning initiatives across the organisation.This position would suit an individual with strong administration and coordination skills who enjoys building relationships, managing multiple priorities and supporting employee development. Your new role Coordinate all training and development activities across multiple business areas. Support apprenticeship, graduate, trainee and professional development programmes, ensuring progress is effectively monitored and recorded. Work closely with managers to identify training needs and skills gaps across the workforce. Maintain and update training records, databases and reporting systems. Manage training plans and coordinate training schedules in line with business requirements. Book training courses, source suitable providers and venues, and coordinate all associated logistics. Monitor training budgets and support the administration of grant funding claims where applicable. Produce regular reports on training activity, qualifications, completion rates and learning outcomes. Support employees undertaking professional qualifications and further education programmes. Build and maintain positive relationships with employees, managers and external training providers. Contribute ideas to improve training processes, systems and overall learning provision. Support wider HR and Learning & Development initiatives as required. What you'll need to succeed Previous experience within a Training Coordinator, Learning & Development Administrator, HR Administrator or similar coordination role would be advantageous. Strong administrative and organisational skills with the ability to manage multiple tasks and deadlines. Excellent communication skills and the confidence to build relationships at all levels. Good working knowledge of Microsoft Office, including Excel, Word and databases. Strong attention to detail and accurate record-keeping abilities. Ability to analyse information and produce clear, meaningful reports. Self-motivated, proactive and keen to learn and develop. Comfortable working independently as well as collaboratively within a wider team. What you'll get in return Opportunity to develop a career within Learning & Development and HR. Exposure to a wide range of training and employee development activities. Collaborative and supportive working environment. Ongoing training and professional development opportunities. The chance to make a real impact on employee growth and business success What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Your new company An exciting opportunity has arisen for an organised and proactive Training Coordinator to join a well-established and growing business. Working as part of the wider HR and Learning & Development function, you will play a key role in coordinating training activities, supporting employee development programmes and ensuring the smooth delivery of learning initiatives across the organisation.This position would suit an individual with strong administration and coordination skills who enjoys building relationships, managing multiple priorities and supporting employee development. Your new role Coordinate all training and development activities across multiple business areas. Support apprenticeship, graduate, trainee and professional development programmes, ensuring progress is effectively monitored and recorded. Work closely with managers to identify training needs and skills gaps across the workforce. Maintain and update training records, databases and reporting systems. Manage training plans and coordinate training schedules in line with business requirements. Book training courses, source suitable providers and venues, and coordinate all associated logistics. Monitor training budgets and support the administration of grant funding claims where applicable. Produce regular reports on training activity, qualifications, completion rates and learning outcomes. Support employees undertaking professional qualifications and further education programmes. Build and maintain positive relationships with employees, managers and external training providers. Contribute ideas to improve training processes, systems and overall learning provision. Support wider HR and Learning & Development initiatives as required. What you'll need to succeed Previous experience within a Training Coordinator, Learning & Development Administrator, HR Administrator or similar coordination role would be advantageous. Strong administrative and organisational skills with the ability to manage multiple tasks and deadlines. Excellent communication skills and the confidence to build relationships at all levels. Good working knowledge of Microsoft Office, including Excel, Word and databases. Strong attention to detail and accurate record-keeping abilities. Ability to analyse information and produce clear, meaningful reports. Self-motivated, proactive and keen to learn and develop. Comfortable working independently as well as collaboratively within a wider team. What you'll get in return Opportunity to develop a career within Learning & Development and HR. Exposure to a wide range of training and employee development activities. Collaborative and supportive working environment. Ongoing training and professional development opportunities. The chance to make a real impact on employee growth and business success What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Aug 06, 2026
Full time
Your new company An exciting opportunity has arisen for an organised and proactive Training Coordinator to join a well-established and growing business. Working as part of the wider HR and Learning & Development function, you will play a key role in coordinating training activities, supporting employee development programmes and ensuring the smooth delivery of learning initiatives across the organisation.This position would suit an individual with strong administration and coordination skills who enjoys building relationships, managing multiple priorities and supporting employee development. Your new role Coordinate all training and development activities across multiple business areas. Support apprenticeship, graduate, trainee and professional development programmes, ensuring progress is effectively monitored and recorded. Work closely with managers to identify training needs and skills gaps across the workforce. Maintain and update training records, databases and reporting systems. Manage training plans and coordinate training schedules in line with business requirements. Book training courses, source suitable providers and venues, and coordinate all associated logistics. Monitor training budgets and support the administration of grant funding claims where applicable. Produce regular reports on training activity, qualifications, completion rates and learning outcomes. Support employees undertaking professional qualifications and further education programmes. Build and maintain positive relationships with employees, managers and external training providers. Contribute ideas to improve training processes, systems and overall learning provision. Support wider HR and Learning & Development initiatives as required. What you'll need to succeed Previous experience within a Training Coordinator, Learning & Development Administrator, HR Administrator or similar coordination role would be advantageous. Strong administrative and organisational skills with the ability to manage multiple tasks and deadlines. Excellent communication skills and the confidence to build relationships at all levels. Good working knowledge of Microsoft Office, including Excel, Word and databases. Strong attention to detail and accurate record-keeping abilities. Ability to analyse information and produce clear, meaningful reports. Self-motivated, proactive and keen to learn and develop. Comfortable working independently as well as collaboratively within a wider team. What you'll get in return Opportunity to develop a career within Learning & Development and HR. Exposure to a wide range of training and employee development activities. Collaborative and supportive working environment. Ongoing training and professional development opportunities. The chance to make a real impact on employee growth and business success What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Are you an ambitious Financial Services Administrator or Junior Paraplanner looking to take the next step in your career with a firm that will invest in your technical development and long-term progression? We are exclusively partnered with one of the City of London's leading independent financial planning firms , currently hiring a Trainee/ Junior Paraplanner. Key Requirements Previous IFA Admin/ paraplanning experience (essential) Studying towards CII Level 4 (desirable) Role Overview Act as the Director's first point of contact for clients Maintain accurate and up-to-date client records Support clients throughout the onboarding process Arrange client meetings and annual reviews Follow up on actions from client meetings Process client transactions in line with company and FCA requirements Prepare compliant suitability reports Conduct investment and fund research to support recommendations In depth understanding of the financial planning process The Package (not limited to) Starting basic salary of up to c£45,000 Bonus Scheme Hybrid working (3 days in the office) 30 days holiday + bank holidays (rising) Full study support Private Medical Insurance Life Cover Company Pension Scheme Social Events To be considered for this opportunity, please submit your latest CV and/ or connect with Paul Taylor on LinkedIn .
Aug 05, 2026
Full time
Are you an ambitious Financial Services Administrator or Junior Paraplanner looking to take the next step in your career with a firm that will invest in your technical development and long-term progression? We are exclusively partnered with one of the City of London's leading independent financial planning firms , currently hiring a Trainee/ Junior Paraplanner. Key Requirements Previous IFA Admin/ paraplanning experience (essential) Studying towards CII Level 4 (desirable) Role Overview Act as the Director's first point of contact for clients Maintain accurate and up-to-date client records Support clients throughout the onboarding process Arrange client meetings and annual reviews Follow up on actions from client meetings Process client transactions in line with company and FCA requirements Prepare compliant suitability reports Conduct investment and fund research to support recommendations In depth understanding of the financial planning process The Package (not limited to) Starting basic salary of up to c£45,000 Bonus Scheme Hybrid working (3 days in the office) 30 days holiday + bank holidays (rising) Full study support Private Medical Insurance Life Cover Company Pension Scheme Social Events To be considered for this opportunity, please submit your latest CV and/ or connect with Paul Taylor on LinkedIn .
Administrator Guildford Up to £25,000 per annum Are you looking to start a professional career within financial services? This is an excellent opportunity for a motivated and organised individual to join a friendly and established office environment where full training and development will be provided. As an Administrator, you will provide support across the business while learning key administrative systems and processes. You will gain exposure to client administration, office management, marketing activities, event coordination, and financial administration. Duties will include: Acting as the first point of contact for incoming telephone calls and visitors Assisting with client enquiries and general office correspondence Opening, scanning, distributing and filing incoming post Preparing outgoing mail and coordinating recorded and special deliveries Supporting purchase ledger administration and invoice processing Assisting with monthly company credit card reconciliations Maintaining and updating client records and databases Supporting newsletter production and client communications Assisting with social media content creation and scheduling across multiple platforms Coordinating office supplies and stationery orders Supporting company events, including client events and corporate hospitality activities Carrying out file checks and ensuring documentation is maintained accurately Providing general administrative support to the wider team We are looking for someone who is: Keen to build a career within financial services Professional, enthusiastic and eager to learn Organised with strong attention to detail Confident communicating with clients and colleagues Comfortable using Microsoft Office applications Able to manage multiple tasks and priorities A team player with a positive attitude Previous office experience is not essential as full training will be provided.
Aug 05, 2026
Full time
Administrator Guildford Up to £25,000 per annum Are you looking to start a professional career within financial services? This is an excellent opportunity for a motivated and organised individual to join a friendly and established office environment where full training and development will be provided. As an Administrator, you will provide support across the business while learning key administrative systems and processes. You will gain exposure to client administration, office management, marketing activities, event coordination, and financial administration. Duties will include: Acting as the first point of contact for incoming telephone calls and visitors Assisting with client enquiries and general office correspondence Opening, scanning, distributing and filing incoming post Preparing outgoing mail and coordinating recorded and special deliveries Supporting purchase ledger administration and invoice processing Assisting with monthly company credit card reconciliations Maintaining and updating client records and databases Supporting newsletter production and client communications Assisting with social media content creation and scheduling across multiple platforms Coordinating office supplies and stationery orders Supporting company events, including client events and corporate hospitality activities Carrying out file checks and ensuring documentation is maintained accurately Providing general administrative support to the wider team We are looking for someone who is: Keen to build a career within financial services Professional, enthusiastic and eager to learn Organised with strong attention to detail Confident communicating with clients and colleagues Comfortable using Microsoft Office applications Able to manage multiple tasks and priorities A team player with a positive attitude Previous office experience is not essential as full training will be provided.
Pyramid8 are supporting a legal firm to recruit an Administrator to work in a fast paced role. You will work as part of a small team supporting the costs and accounts side of a legal business with overall Administration support and the processing of payments. They are looking for an enthusiastic individual who wants to learn and develop. You do not necessarily have to have experience in an office environment, but you will have strong IT skills which may have being gained through college or university. Responsibilities Provide Administration support across the accounts side of the business to ensure tasks are accurately completed and prepared to be provided either in writing or verbally to management, colleagues, clients or third parties Utilise systems and follow processes, providing/inputting information to maintain accurate details Communicate effectively, (in writing and verbally) engaging with management and fellow employees across all parts of the business and with clients and third parties Handle confidential and sensitive information Adhere to all company, statutory and regulatory policies, procedures, processes and requirements Provide cover for the Receptionist/Admin Assistant when required including greeting and directing visitors, dealing with telephone calls, assisting with incoming and outgoing post and any other relevant duties Person / Skills Good IT Skills Strong communicator both written and verbal Shows interest in, and commitment to, the success of the firm Good interpersonal skills, demonstrating professionalism in all dealings Demonstrates high levels of initiative and motivation Team player with a flexible, professional attitude Ability to manage assigned tasks in an assertive, efficient and timely manner Ability to multitask and keep calm under pressure Willingness, enthusiasm and ability to learn on the job and develop new skills Attention to detail Conscientious and punctual
Aug 05, 2026
Full time
Pyramid8 are supporting a legal firm to recruit an Administrator to work in a fast paced role. You will work as part of a small team supporting the costs and accounts side of a legal business with overall Administration support and the processing of payments. They are looking for an enthusiastic individual who wants to learn and develop. You do not necessarily have to have experience in an office environment, but you will have strong IT skills which may have being gained through college or university. Responsibilities Provide Administration support across the accounts side of the business to ensure tasks are accurately completed and prepared to be provided either in writing or verbally to management, colleagues, clients or third parties Utilise systems and follow processes, providing/inputting information to maintain accurate details Communicate effectively, (in writing and verbally) engaging with management and fellow employees across all parts of the business and with clients and third parties Handle confidential and sensitive information Adhere to all company, statutory and regulatory policies, procedures, processes and requirements Provide cover for the Receptionist/Admin Assistant when required including greeting and directing visitors, dealing with telephone calls, assisting with incoming and outgoing post and any other relevant duties Person / Skills Good IT Skills Strong communicator both written and verbal Shows interest in, and commitment to, the success of the firm Good interpersonal skills, demonstrating professionalism in all dealings Demonstrates high levels of initiative and motivation Team player with a flexible, professional attitude Ability to manage assigned tasks in an assertive, efficient and timely manner Ability to multitask and keep calm under pressure Willingness, enthusiasm and ability to learn on the job and develop new skills Attention to detail Conscientious and punctual
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
Oct 08, 2025
Full time
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Oct 08, 2025
Full time
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Thinking About a Career Change? Why Not Choose HR? If you've reached a crossroads in your professional life and are looking for a fresh start in a people-focused, rewarding industry then Human Resources might be exactly what you're looking for. Many of our candidates come from diverse professional backgrounds retail, customer service, administration, healthcare, education, hospitality, and more. What they all have in common is the desire to do meaningful work, support others, and build a stable, long-term career. Our HR Career Change Programme We specialise in helping individuals transition into HR-starting with recognised qualifications and ending with real job opportunities. Whether you're working full-time, part-time, or in between roles, our online learning and personalised recruitment support can help you make a successful move into the HR profession often in just a few months. Please note that this is a training course and fees apply. Why Human Resources? The HR profession is growing steadily across all sectors. As businesses put more focus on employee wellbeing, development, and company culture, skilled HR professionals are more important than ever. Even entry-level roles in HR offer strong salaries, clear progression routes, and opportunities to specialise over time (in areas like learning & development, recruitment, employee relations, and more). Here are typical UK salaries at various stages of the HR journey: HR Administrator - £27,000+ HR Assistant - £30,000+ HR Officer - £35,000+ HR Advisor - £38,500+ HR Manager - £55,000+ And with hybrid and remote roles increasingly common in HR, the flexibility is there too. How It Works - Your 3 Step Journey Into HR Step 1 - CIPD Level 3 Certificate in People Practice The CIPD Level 3 Certificate in People Practice is the industry-standard entry point into Human Resources. It's assignment-based (no exams), and is delivered fully online with expert tutor support. Accredited by the Chartered Institute of Personnel & Development (CIPD) Covers recruitment, employee relations, HR systems, and more Complete in approx. 10-12 weeks at your own pace This course not only boosts your employability-it also gives you the confidence and credibility to take the leap into a new industry. Step 2 - Tailored Recruitment Support Once you're qualified, our Recruitment Support Team will help you translate your background and new qualification into real job opportunities. We've been helping career changers break into new roles since 2007-and our 4.8 Trustpilot rating shows how serious we are about your success. You'll get: A professionally written, HR-focused CV Job-matching advice tailored to your experience and location Application support, interview prep, and mock interviews Ongoing 1-to-1 guidance to help you land your first HR role Step 3 - Start Your New HR Career Most of our candidates secure their first HR job within 3-6 months of qualifying-and often sooner if they're based near a major town or city. And to give you confidence, we offer a Money Back Guarantee : If we can't help you secure a role within 12 months of passing your qualification, we'll refund your training fees. Flexible, Affordable, Achievable To make things easier, we offer flexible payment options to spread the cost of your training over 12 months-so you can get qualified without financial pressure. Ready to Make the Change? Enquire now and one of our experienced Career Consultants will contact you within 4 working hours to answer your questions and help you take the first step towards a new, rewarding career in Human Resources.
Oct 07, 2025
Full time
Thinking About a Career Change? Why Not Choose HR? If you've reached a crossroads in your professional life and are looking for a fresh start in a people-focused, rewarding industry then Human Resources might be exactly what you're looking for. Many of our candidates come from diverse professional backgrounds retail, customer service, administration, healthcare, education, hospitality, and more. What they all have in common is the desire to do meaningful work, support others, and build a stable, long-term career. Our HR Career Change Programme We specialise in helping individuals transition into HR-starting with recognised qualifications and ending with real job opportunities. Whether you're working full-time, part-time, or in between roles, our online learning and personalised recruitment support can help you make a successful move into the HR profession often in just a few months. Please note that this is a training course and fees apply. Why Human Resources? The HR profession is growing steadily across all sectors. As businesses put more focus on employee wellbeing, development, and company culture, skilled HR professionals are more important than ever. Even entry-level roles in HR offer strong salaries, clear progression routes, and opportunities to specialise over time (in areas like learning & development, recruitment, employee relations, and more). Here are typical UK salaries at various stages of the HR journey: HR Administrator - £27,000+ HR Assistant - £30,000+ HR Officer - £35,000+ HR Advisor - £38,500+ HR Manager - £55,000+ And with hybrid and remote roles increasingly common in HR, the flexibility is there too. How It Works - Your 3 Step Journey Into HR Step 1 - CIPD Level 3 Certificate in People Practice The CIPD Level 3 Certificate in People Practice is the industry-standard entry point into Human Resources. It's assignment-based (no exams), and is delivered fully online with expert tutor support. Accredited by the Chartered Institute of Personnel & Development (CIPD) Covers recruitment, employee relations, HR systems, and more Complete in approx. 10-12 weeks at your own pace This course not only boosts your employability-it also gives you the confidence and credibility to take the leap into a new industry. Step 2 - Tailored Recruitment Support Once you're qualified, our Recruitment Support Team will help you translate your background and new qualification into real job opportunities. We've been helping career changers break into new roles since 2007-and our 4.8 Trustpilot rating shows how serious we are about your success. You'll get: A professionally written, HR-focused CV Job-matching advice tailored to your experience and location Application support, interview prep, and mock interviews Ongoing 1-to-1 guidance to help you land your first HR role Step 3 - Start Your New HR Career Most of our candidates secure their first HR job within 3-6 months of qualifying-and often sooner if they're based near a major town or city. And to give you confidence, we offer a Money Back Guarantee : If we can't help you secure a role within 12 months of passing your qualification, we'll refund your training fees. Flexible, Affordable, Achievable To make things easier, we offer flexible payment options to spread the cost of your training over 12 months-so you can get qualified without financial pressure. Ready to Make the Change? Enquire now and one of our experienced Career Consultants will contact you within 4 working hours to answer your questions and help you take the first step towards a new, rewarding career in Human Resources.
Gemini Wealth Management Limited
Sutton Coldfield, West Midlands
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Oct 03, 2025
Full time
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
