46 jobs found

We're delighted to be partnering with a growing and forward-thinking independent financial planning business as they continue to invest in their people and build for the future. This isn't your typical financial services administration role. You'll become a trusted operational partner to a number of Financial Advisers across the South, helping deliver an outstanding client experience from initial enquiry through to implementation and ongoing servicing. Supported by market-leading technology and AI-driven tools, you'll spend less time battling administration and more time adding real value to both advisers and clients. With the business continuing to grow at an impressive pace, this opportunity also offers genuine long-term career progression and forms part of a wider succession plan, making it ideal for someone who wants to build a lasting career rather than simply find their next role. The Opportunity Working closely with a team of Financial Advisers, you'll become an extension of their business, ensuring cases progress smoothly, clients remain informed and every interaction reflects the high standards the business is known for. Responsibilities are likely to include: Supporting a portfolio of Financial Advisers across the full client journey. Managing client cases from instruction through to completion. Preparing and coordinating client documentation and recommendations. Liaising with clients, providers and internal teams to keep business progressing efficiently. Conducting product, platform and provider research where required. Managing multiple priorities while maintaining exceptional accuracy and attention to detail. Helping identify smarter ways of working through technology, AI and continuous process improvement. Delivering an outstanding client experience at every stage. About You We're looking for someone who genuinely enjoys being the person advisers rely upon. You'll probably have experience within an Independent Financial Adviser, Wealth Management or Financial Planning environment and understand how to keep complex client cases moving whilst delivering exceptional service. You'll ideally bring: Experience supporting Financial Advisers within an FCA-regulated environment. Strong organisational and operational skills. The ability to manage multiple cases simultaneously. Excellent communication and relationship-building skills. A proactive, solutions-focused approach. High attention to detail and pride in delivering quality work. Confidence using financial planning systems and embracing new technology. A genuine passion for delivering exceptional client outcomes. Why Apply? Join a business experiencing sustained growth. Genuine career development and succession opportunities. Hybrid working. Work alongside experienced advisers in a collaborative environment. Benefit from market-leading AI and technology designed to make your role more effective. Be recognised as a key part of the business rather than "just" an administrator.

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. Specifically you'll be responsible for: New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone and reception duties as required. General Admin support including handling post and typing. The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.

Are you looking for a role where every day is different, fast paced and genuinely rewarding? An exciting opportunity has arisen to join a prestigious firm within their Residential Lettings Maintenance Team with an impressive reputation across the South West. Enjoy a generous holiday allowance, including Bank Holidays and gifted days at Christmas, professional fees paid by the firm, a pension scheme, and engaging social events throughout the year. Job Opportunity: Maintenance Administrator Location: Taunton, Somerset Salary: Discussed at application stage Working Hours: Full Time - 9am-5.30pm Monday-Friday About the Company: A large and highly reputable firm dedicated to providing high-quality and professional advice across the West Country. The Role: Step into an exciting opportunity in this busy and successful lettings maintenance team. As a Maintenance Administrator, you will support the administration behind the servicing of residential let properties across Somerset, Devon, and Dorset. Your role will be pivotal in ensuring clients' expectations are met and exceeded. Key Responsibilities: Delivering friendly, efficient, and dependable service to clients Liaising with landlords, tenants, internal stakeholders, and insurance companies Logging repairs on the computer system Sourcing competitive quotes for works Issuing works orders and progressing them through to completion Providing exceptional customer service via phone, email, and occasionally face-to-face Approving invoices About You: Exceptional customer/client care skills Prior admin experience and a keen interest to work in the property sector Highly accurate typing skills and efficient approach to administration Strong communicator at all levels Confident user of MS Office Next Steps: If this position has caught your attention and you would like to apply, please do so online or email your CV to (url removed). Prefer to speak on the phone before applying? Call Vicky on (phone number removed). Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.

Job Title: Asset Servicing Administrator Duration: 12 months Location: Manchester/Hybrid (four days per week in the office) Salary: Competitive Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. Join Our Team as an Asset Servicing Administrator! Are you looking for an exciting opportunity in the banking sector? Do you have a knack for detail and a passion for delivering excellent service? If so, we want to hear from you! Our client, a leading organisation in the financial industry, is seeking a dedicated Asset Servicing Administrator to join their dynamic team in the heart of Manchester City Centre. This is a 12-month fixed-term contract where you can showcase your skills and make a real impact! Key Responsibilities: As an Asset Servicing Administrator, your day-to-day duties will include: Producing accurate daily and monthly valuations of clients' investment accounts. Validating key portfolio data to ensure all information is complete and reliable. Managing a varied and sometimes complex workload to meet tight deadlines. Escalating risks that could affect valuation delivery effectively. Responding promptly to queries from internal and external stakeholders. Collaborating with colleagues to resolve issues and streamline processes. Continuously developing your knowledge of financial products and market developments to support high-quality service delivery. What We're Looking For: To be successful in this role, you should have: A strong attention to detail and analytical mindset. Excellent communication skills, both written and verbal. The ability to work collaboratively within a team. A proactive approach to problem-solving and process improvement. A background in finance or a related field would be advantageous, but not essential. If you're ready to take your career to the next level and be part of an organisation that values your contributions, we want to hear from you! How to Apply: To apply for this opportunity, please apply with an up-to-date CV. Please note that if you haven't heard from us within 48 hours, your application may not have been successful on this occasion. However, we may keep your details on file for future vacancies and contact you accordingly. Pontoon is an equal opportunities employer and an employment consultancy. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.

Job Title: Executive Assistant Location: Staplehurst, Kent Salary: 35,000 - 40,000 per annum (dependent on experience) Job Type: Full time, Permanent Working Hours: Monday to Friday, 40 hours per week, 8.30am to 5.00pm. Burtons Medical Equipment Ltd. (part of the Burtons Group of Companies) has a new vacancy for an Executive Assistant. Burtons is a family run group of companies covering manufacturing, sales and aftercare servicing in the veterinary sector. Starting from 1981 Burtons have quickly grown to be one of the leading veterinary equipment suppliers in the UK. Over the years, Burtons have acquired a variety of companies to increase the equipment offering and skill sets. Approximately 50% of the products are still manufactured at Burtons HQ in Staplehurst which now boasts an extensive range of capabilities including; CAD design, CNC machining, laser cutting, metal fabrication, plastic fabrication, wood shop, paint shop, full assembly & testing. Although still focused on the veterinary sector, Burtons have diversified into allied areas such as vehicle conversions for canine transportation and animal ambulances to grooming equipment and aquatic systems. About The Role: The purpose of the role is to provide high-level administrative and organisational support to our director team, managing schedules, communications, travel, and strategic tasks to enhance executive productivity. You will be reporting direct to the Shareholders. Responsibilities & Duties: Calendar and Schedule Management: Organize and prioritize meetings, appointments, and events, ensuring executives' time is used efficiently Travel Coordination: Arrange domestic and international travel, including flights, accommodations, visas, and itineraries Communication Management: Screen calls, emails, and correspondence, acting as a gatekeeper to reduce interruptions and manage priorities Document Preparation: Draft, edit, and format reports, presentations, briefing papers, and other key documents Meeting Support: Prepare agendas, take accurate minutes, follow up on action items, and coordinate logistics for internal and external meetings Project Coordination: Oversee multiple projects, track progress, and ensure deadlines are met Liaison Role: Serve as a point of contact between executives, clients, and internal teams, maintaining clear communication and alignment Financial: Assisting with financial planning and facilitation expenses claims. Confidentiality Management: Handle sensitive information with discretion, including financial documents and personal matters Qualifications & Skills: Technical Proficiency: Advanced knowledge of MS Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software Organisational Skills: Ability to multitask, prioritize, and manage complex schedules efficiently Communication Skills: Strong verbal and written communication, including drafting professional correspondence Problem-Solving: Anticipate executive needs, resolve issues proactively, and maintain workflow continuity Discretion and Professionalism: Maintain confidentiality and handle sensitive matters with integrity Experience: Typically 3-5 years in administrative or executive support roles, with exposure to corporate or fast-paced environments Benefits: Full-time permanent contract, 40 hours per week, Monday to Friday Discretionary monthly bonus scheme Idyllic countryside setting 33 holiday days per year (inc. Bank Holidays) Contributory pension scheme On-site car parking Staff events, such as the Big Summer Party and Awards Scheme Please click on the APPLY button to send your CV and Cover Letter for this role. Candidates with experience of: Executive Assistant, Senior Executive Assistant, Personal Assistant, Senior Personal Assistant, Founder's Executive Assistant, Executive & Personal Assistant, Executive Business Partner, Administrator, Business Administrator, Administration Executive may also be considered for this role.

Fleet / Lease Administrator (Automotive) Southampton 14.45 - 18.45per hour (Inside IR35 / Umbrella Company) 3 Month Contract (+ Extension or T2P) Monday - Friday / Days (37.5hours per week) Are you a Fleet Administrator with a full UK driving licence and prior experience working with MS Excel, looking for your next immediately available, days based, long term contract role? My client is one of the UK's leading companies that specialise in Servicing, Repair & Maintenance work of Ambulances & Blue Light Vehicles. Based in Southampton, this organisation works to ensure that all emergency vehicles in the Hampshire & surrounding counties are operating at the highest level. In this role you will be working as a Fleet / Lease Administrator where you will be supporting the Fleet Operating Lease Manager in analysing and reporting on fleet operating lease information collated from its fleet management system and workshops, ensuring the incorporation of new lease vehicles and end of lease vehicle returns This is a brilliant role for an Fleet / Lease Administrator that is looking for their next immediately available, long term, days based contract role that has the potential of turning into a permanent role for the right person. The Role: Fleet / Lease Administrator Monday - Friday / Days based role where you will be working 37.5 hours per week. Immediately available, days based, long term contract role The Person: Experienced in using MS Excel and creating Pivot Tables etc. Looking for an immediately available, days based role in Southampton Happy to be paid through a 3rd party Umbrella / Payroll company Rise Technical Recruitment Limited is acting as an Employment Business in relation to this vacancy.

Legal Administrative Support (Litigation & Real Estate) Position: Legal Administrative Support Location: Bristol (City Centre) Salary: £28,000 - £29,000 Department: Legal Departmental Support (LSA) Working Pattern: Hybrid - 3 days office Hours: 35 hours per week (9:00am - 5:00pm with 1 hour lunch) An award-winning law firm with a strong national presence, providing legal services across multiple practice areas throughout the UK. The firm has recently centralised its Legal Departmental Support function to deliver consistent, high-quality support to legal teams nationwide. This role sits within the Property Litigation team in Bristol and forms part of a wider support structure servicing legal teams across the business. The successful candidate will support a team of Property Litigation fee earners, working alongside other legal support professionals. The role is focused on legal administration and case support rather than diary management or running a caseload. Please note: This position is an administrative support role and is not intended as a route into fee earning. As such, it is unlikely to suit Law Graduates, aspiring Solicitors, Paralegals seeking progression into fee earning work, or candidates looking to manage their own caseload. Key Responsibilities Support fee earners with active litigation and real estate matters. Track and monitor key dates, court deadlines, completion dates, and tribunal hearings. Maintain and update case management systems and legal databases. Prepare legal documentation, court forms, bundles, submissions, and Land Registry applications. Access and manage HMRC and court documentation where required. Manage electronic and physical filing, including e-filing correspondence and legal documents. Draft emails and correspondence for fee earners to review and send. Screen and manage client calls. Liaise with clients, providing updates and responding to queries. Update client portals, trackers, and matter records. Arrange experts, appointments, meetings, and conferences. Raise bills, process invoices, arrange payments, and support financial administration. Work collaboratively with wider business support teams. Essential Previous experience in a Legal Administrator, Legal Secretary, Legal Assistant, or similar legal support role. Experience supporting Litigation and/or Real Estate teams. Understanding of the litigation process and legal documentation. Strong administrative and organisational skills Experience using case management systems and Microsoft Office Suite (Word, Excel, PowerPoint and Teams). Benefits 25 days annual leave plus the option to buy up to 5 additional days. Hybrid working (3 days office/2 days work from home) Enhanced maternity and adoption pay (up to 26 weeks). Enhanced paternity leave (4 weeks). Pension contribution:Employer: 5%.Employee: 3%. Annual company bonus typically between 3% and 7% of salary (business performance dependent).

Operations Coordinator Brighouse Up to 30,000 Full-Time, Permanent Our client, a well-established engineering business based in Brighouse , is looking to recruit an organised and proactive Operations Coordinator to join their team on a permanent basis. This is a highly varied role where no two days will be the same , offering the opportunity to become a key part of the business and support a wide range of operational and administrative activities. If you enjoy working in a fast-paced environment, taking ownership of tasks and keeping things running smoothly behind the scenes, this could be the perfect opportunity for you. Salary up to 30,000 depending on experience Full-time, permanent position Monday to Friday, 8:00am - 4:30pm 30 minute break 25 days holiday plus bank holidays Varied role within a successful engineering environment As Operations Administrator, you'll provide essential support across the business, helping to ensure day-to-day operations run efficiently and compliantly Duties will include: Conducting routine fire safety checks and supporting health & safety monitoring activities Ensuring company fleet vehicles remain roadworthy and compliant, including arranging MOTs, servicing and repairs Managing administration relating to lifting equipment inspections and certification Administering fuel cards and maintaining the fleet management system Booking and coordinating accommodation for staff as required Processing and coordinating month-end invoices Ordering PPE and maintaining stock levels Supporting a range of operational, compliance and office administration tasks Assisting with the smooth coordination of day-to-day business operations About You Strong Administration experience Ideally from an engineering, manufacturing or technical environment Highly organised and able to manage a varied workload effectively Strong attention to detail with a proactive approach Confident using Microsoft Office 365, including Outlook, Excel and Teams Able to work independently and communicate effectively with colleagues at all levels If you're looking for a busy, varied position where you can make a real impact within a growing engineering business, we'd love to hear from you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

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

Salary : £28,000 per annum Role : Full time, Monday to Friday, 8am - 5pm Location : Office based - Thames Ditton We are looking for an experienced Customer Service Coordinator to join our busy office. This role would suit someone with previous experience as a Service Coordinator, Service Administrator, Scheduler, Planner, Customer Service Coordinator or Call Centre Team Member who enjoys organising appointments, speaking with customers and providing excellent administrative support. About us: Home Service Group was established in 2024, bringing together a network of established, family-founded plumbing, heating, electrical and property service companies operating across the South of England. Each business has built its own strong reputation over many years. The group was created to unify these companies under a shared vision, combining deep technical expertise and trusted service with group-level standards, systems and centralised account management. Today, the group delivers consistent, high-quality property services across residential homes, schools, managed estates and commercial portfolios, offering the reliability of a larger organisation alongside the responsiveness of established local teams. As we continue to grow, our focus remains the same: to strengthen our network, invest in better systems and technology, and provide dependable service at scale for every client and partner. We are now looking for two Customer Service Coordinators to assist the service and installation teams in the day to day running of the departments and deliver outstanding and efficient customer service across the Home Service Group. Job share opportunities will be considered for the right candidates. Job Role: Answer incoming calls in a professional, friendly and efficient manner, delivering excellent customer service. Schedule, confirm and reschedule service and installation appointments. Provide administrative support to the service and installation teams. Liaise with account customers and agencies, prioritising work and providing updates on additional work required. Contact existing customers to arrange annual boiler servicing appointments. Track parts and orders with suppliers, ensuring timely updates. Identify customers' needs and either resolve enquiries or direct them to the appropriate team member. Communicate clearly and effectively with customers, colleagues and suppliers. Work collaboratively as part of a positive and supportive team. Carry out a range of general administrative and ad hoc duties as required. About you: Previous experience in a call centre environment is essential. Previous experience in a similar customer service or administrative role is essential. Experience within the industry would be beneficial but is not essential. Excellent telephone manner with a outstanding customer service skills. Strong written and verbal communication skills. Excellent organisational and time management skills and a high level of attention to detail. Ability to work effectively both independently and as part of a small team. A positive, proactive approach with good problem-solving skills. The Benefits: Casual dress Company events On-site parking Opportunity for progression Could you be our Customer Service Coordinator? Right to Work in the UK:Applicants must have the legal right to live and work in the UK. Given the role and salary level, this is not a role that will qualify for UK Sponsorship. We will respond to your application as soon as possible. Please bear with us, we are experiencing high numbers of applications at present. REF-

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

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.

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

IFA Administrator Location: Farnborough (hybrid working available) Salary: £27,000 - £33,500 + excellent benefits Our client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of financial products. Key responsibilities: Processing new business across investments (ISAs, bonds, investment accounts), pensions, and protection (individual and corporate) Managing cases from submission through to "in force" status Proactively managing pipeline cases in line with SLAs Raising new business invoices Booking annual review meetings Handling queries from advisers, clients, and providers Maintaining accurate and compliant client records Ensuring documentation is stored correctly Supporting wider team objectives and service standards Experience required: Previous financial services experience (ideally within an IFA or provider environment) Experience processing new business across multiple product types Strong administrative and customer service skills Proficiency in Microsoft Word and Excel Minimum of 5 GCSEs (A-C / 9-4), including Maths and English Desirable: Experience with life, investment, or pensions products Exposure to DB transfers Understanding of regulated environments and compliance processes Benefits include: Private medical insurance (self-cover) Income protection (75% of salary for up to 3 years) Life assurance (4x salary) Critical illness cover (£50,000 lump sum) Pension (6% employer / 3% employee)

IFA Client Care Administrator South Manchester (Hybrid) Salary: £27,000 - £32,000 NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience. Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently. The Role This varied position will see you taking ownership of key client servicing and administration activities, including: Managing adviser diaries and booking annual reviews, introductory meetings and client appointments Coordinating meeting schedules and ensuring adviser calendars are organised efficiently Managing Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providers Chasing outstanding information and maintaining accurate records across internal systems Processing provider documentation, including fund switches, fee amendments and Bed & ISA transactions Supporting advisers with day-to-day client servicing requirements Answering client enquiries and providing a professional first point of contact Logging and distributing incoming and outgoing post Maintaining accurate client records and ensuring compliance with internal procedures Supporting the wider Client Care and Client Servicing teams where required About You To be successful, you will have: Previous experience within an IFA or financial planning administration/client servicing role Excellent organisational skills with the ability to manage multiple priorities Strong communication skills and a professional, client-focused approach High levels of accuracy and attention to detail Good working knowledge of Microsoft Office, including Excel and Word Experience using back-office systems within financial services would be advantageous A proactive attitude and the ability to work effectively within a collaborative team What's on Offer? Salary up to £32,000 Hybrid working following successful completion of probation 25 days holiday plus bank holidays Birthday day off 5% employer pension contribution Health cash plan On-site gym Free on-site parking Supportive and friendly working environment Genuine opportunities for career development within a growing business If you have experience supporting Financial Advisers and enjoy delivering exceptional client service within a busy financial planning environment, we'd love to hear from you. Apply today or contact NJR Recruitment for a confidential discussion.

Salary : £28,000 per annum Role : Full time, Monday to Friday, 8am 5pm Location : Office based - Thames Ditton We are looking for an experienced Customer Service Coordinator to join our busy office. This role would suit someone with previous experience as a Service Coordinator, Service Administrator, Scheduler, Planner, Customer Service Coordinator or Call Centre Team Member who enjoys organising appointments, speaking with customers and providing excellent administrative support. About us: Home Service Group was established in 2024, bringing together a network of established, family-founded plumbing, heating, electrical and property service companies operating across the South of England. Each business has built its own strong reputation over many years. The group was created to unify these companies under a shared vision, combining deep technical expertise and trusted service with group-level standards, systems and centralised account management. Today, the group delivers consistent, high-quality property services across residential homes, schools, managed estates and commercial portfolios, offering the reliability of a larger organisation alongside the responsiveness of established local teams. As we continue to grow, our focus remains the same: to strengthen our network, invest in better systems and technology, and provide dependable service at scale for every client and partner. We are now looking for two Customer Service Coordinators to assist the service and installation teams in the day to day running of the departments and deliver outstanding and efficient customer service across the Home Service Group. Job share opportunities will be considered for the right candidates. Job Role: Answer incoming calls in a professional, friendly and efficient manner, delivering excellent customer service. Schedule, confirm and reschedule service and installation appointments. Provide administrative support to the service and installation teams. Liaise with account customers and agencies, prioritising work and providing updates on additional work required. Contact existing customers to arrange annual boiler servicing appointments. Track parts and orders with suppliers, ensuring timely updates. Identify customers' needs and either resolve enquiries or direct them to the appropriate team member. Communicate clearly and effectively with customers, colleagues and suppliers. Work collaboratively as part of a positive and supportive team. Carry out a range of general administrative and ad hoc duties as required. About you: Previous experience in a call centre environment is essential. Previous experience in a similar customer service or administrative role is essential. Experience within the industry would be beneficial but is not essential. Excellent telephone manner with a outstanding customer service skills. Strong written and verbal communication skills. Excellent organisational and time management skills and a high level of attention to detail. Ability to work effectively both independently and as part of a small team. A positive, proactive approach with good problem-solving skills. The Benefits: Casual dress Company events On-site parking Opportunity for progression Could you be our Customer Service Coordinator? Right to Work in the UK: Applicants must have the legal right to live and work in the UK. Given the role and salary level, this is not a role that will qualify for UK Sponsorship. We will respond to your application as soon as possible. Please bear with us, we are experiencing high numbers of applications at present. REF-(Apply online only)

Service Administrator Location: Chessington (Office-Based) Free On-Site Parking Salary: 26,000 - 28,000k Working Hours: Monday to Thursday, 7:30am - 4:30pm Friday, 7:30am - 3:00pm Benefits: Generous benefits package, early finish every Friday, free parking, supportive family-feel team environment, office dogs, career development opportunities Join a Friendly Team in Chessington! Are you a highly organised administrator with excellent customer service skills? Do you enjoy working in a busy, varied role where no two days are the same? If so, we'd love to hear from you. We are looking for a Service Administrator to join a welcoming and supportive team based in Chessington. This is a fantastic opportunity for someone who enjoys being at the heart of a business, providing vital administrative support and ensuring the smooth running of service operations. The Role As a Service Administrator, you will play a key role in supporting the Service Team, acting as a central point of contact for clients, suppliers, and engineers. You'll be responsible for a wide range of administrative tasks, helping to ensure the department operates efficiently while delivering an excellent customer experience. Key Responsibilities: Managing incoming calls and providing excellent customer service Completing service RAMS documentation Processing and issuing invoices Completing supplier forms and maintaining accurate records Arranging permits for site visits Assisting with service quotations Managing accreditations and certification documentation Maintaining accurate service and customer records Monitoring fleet administration, including vehicle servicing, MOTs, lease renewals and associated costs Providing general office and administrative support to the wider team Requirements: Excellent customer service and telephone communication skills A positive, proactive and professional approach Strong organisational skills and attention to detail The ability to manage multiple priorities and meet deadlines A willingness to learn and develop new skills Good knowledge of Microsoft Office and standard business systems Previous administration experience, ideally within a service, engineering or facilities environment If you're looking for a busy and rewarding administrative position within a welcoming team, apply today! Office Angels acts as an employment agency for permanent recruitment and is an equal opportunities employer. We are committed to creating an inclusive workplace and welcome applications from all suitably qualified candidates. Should you require any reasonable adjustments during the recruitment process, please let us know. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Job Title: Office Manager Location: Leatherhead Salary: £32-£35K dependent on experience Job Type: Permanent, Full Time About us: ConservAqua is a dynamic and growing water retailer dedicated to delivering exceptional service and innovative solutions to our clients. We offer a bespoke service that lowers consumption, reduces bills, and improves the environmental footprint of businesses. Headed by a team with extensive experience in the water industry and utilities sector, our simple, transparent, no-nonsense approach means we offer highly competitive pricing for water and sewerage services. Water efficiency is at the heart of our business, and we work with clients to develop a strategic, efficient plan that uses technology and innovation to drive down bills through reduced water usage, reduced effluent discharge, and reduced surface water drainage. About the role: We are seeking a proactive and highly organised Office Manager to oversee the day-to-day operations of our office and provide administrative support across the business in a fast-paced, growing environment. This role is central to ensuring the smooth operation of the office and providing administrative support across all departments. The successful candidate will coordinate office facilities, company purchasing, fleet administration, HR processes and business operations, while supporting managers with key people processes and ensuring internal systems and procedures are maintained efficiently. Administration Management: Oversee the smooth day-to-day running of the office and provide administrative support across the business. Support managers with recruitment administration, onboarding, probation reviews and quarterly performance reviews. Maintain accurate HR records and ensure employee documentation is up to date. Coordinate holidays, absence records and other HR administration. Manage company purchasing, including office supplies, stationery, uniforms and equipment. Arrange company travel, including hotels, rail travel and other business bookings. Identify opportunities to improve administrative processes and increase efficiency. Work collaboratively with all departments, providing a proactive and solution-focused approach to business support. Facilities/Fleet Management: Manage the company's fleet administration, including MOTs, servicing, repairs, insurance, road tax and vehicle documentation. Maintain records for employees using their own vehicles for business purposes, ensuring insurance, MOTs and driving licence checks remain valid. Coordinate company mobile phones, IT equipment and telephony requirements, including joiners, leavers and supplier liaison. Oversee company credit card administration and monitor expenditure in line with company procedures. About you: Previous experience in an Office Manager, Office Coordinator or Business Support role. Experience supporting HR administration, including onboarding and employee lifecycle processes. Excellent organisational and time management skills with the ability to prioritise a varied workload. Strong communication and interpersonal skills with the confidence to work across all levels of the business. Experience coordinating suppliers, facilities or fleet administration would be advantageous. Proactive, adaptable and able to work under pressure while maintaining attention to detail. What we offer: Free on-site parking Private BUPA healthcare (available after successful completion of probation), including optical and therapy benefits 20 days annual leave plus bank holidays, with an additional day's leave for your birthday and your child's first birthday Perks at Work employee benefits platform Financial wellbeing programme with access to independent financial advisers Salary sacrifice schemes Please click on the APPLY button to send your CV and Cover Letter for this role. Candidates with experience of: Office Manager, Office Coordinator, Business Support Manager, Operations Administrator, HR Administrator, Facilities Coordinator, Fleet Administrator, Business Support Officer, Administration Officer, Senior Administrator, Executive Assistant, Office Supervisor