42 jobs found

Please see job description for more information Join us at The General Optical Council (GOC) - Thomas Pocklington Trust (TPT) and RNIB are collaborating with organisations from both the sight loss and wider charity sector as well as corporate organisations to create new opportunities for blind and partially sighted people to find employment through the Get Set Progress (GSP) Internship programme. The GOC is delighted to be offering an internship as part of the Get Set Progress Programme. Important Information About The Role As part of your 9-month internship, you will be taking part in Thomas Pocklington Trusts Get Set Progress internship program. As this role forms part of the programme, we will share your name and email address with TPT to monitor participation, confirm eligibility and, where appropriate, enable TPT to provide employment support to unsuccessful applicants.We process and share this information in accordance with UK GDPR and our Recruitment Privacy Notice.You will be part of a large cohort of fellow interns and gain the following:• Obtain valuable work experience within the charity sector• Technology support (including Microsoft Office) and upskilling opportunities• Online and in-person training and development opportunities• Opportunity to present and network with senior leaders within the sight loss sector• Opportunities to build relationships with fellow interns• A personal mentor offering support, advice and guidance throughout your internship• Help deliver positive changes for people with sight loss Role Purpose To provide flexible administrative and project support across the organisation, helping to ensure the smooth delivery of day-to-day operations and key initiatives. Essential Application Criteria • This role has a Genuine Occupational Requirement that the successful applicant be a person who is blind or partially sighted, in line with The Equality Act 2010.• Interns need to be able to travel to the TPT Hub in London for development events throughout the course of the internship programme (costs covered by TPT).• Having not previously undertaken the Get Set Progress internship programme.• Successful applicants must have the Right to Work in the UK for the duration of the Internship. Sponsorship will not be provided. Key Accountabilities • Provide general administrative support across the organisation, including processing requests, maintaining records and supporting routine processes.• Support the coordination and delivery of projects and initiatives, including scheduling, communications and follow-up actions.• Draft and issue correspondence, ensuring appropriate approvals are obtained where required.• Maintain and update records, trackers and databases to support accurate reporting and oversight.• Liaise with colleagues at all levels to gather information, provide updates and ensure timely completion of tasks.• Support internal processes such as onboarding administration, documentation checks and record keeping.• Contribute to internal communications, including intranet updates and news items where needed.• Support the organisation and delivery of internal meetings, training sessions and events.• Assist with the coordination of organisational initiatives, including wellbeing and engagement activities.• Provide ad hoc administrative support across different areas of the organisation as required, including occasional front-of-house or facilities-related support. Personal specification - Essential criteria • Experience of providing administrative support in a professional environment (this could include internships, placements, or voluntary work). • Comfortable using Microsoft Office tools, particularly Excel, Outlook and Word, with the ability to manage and update basic data and records accurately. • Strong organisational skills, with the ability to manage multiple tasks and prioritise effectively. • Good written and verbal communication skills, with the confidence to draft emails and communicate clearly with colleagues. • A proactive and flexible approach, with the willingness to support a range of tasks across different areas of the organisation. • Good attention to detail, particularly when handling data, documentation and processes. • Ability to build positive working relationships with colleagues at different levels. Closing date for this role is 12 August :59pm, please note we reserve the right to close this role early dependent on number of applications. At the GOC we have staff networks that are here to provide a supportive space and celebrate our diversity! They also help influence GOC practices and policy to ensure they are inclusive as possible. We hold Disability Confident Level 2 and are members of Onvero. Please note your application will not be accepted without a covering letter exampling how you meet the essential criteria of this role, no more than 2 A4 pages. REF-229944

JOB TITLE: Solicitor - Contentious Probate PQE REQUIRED: 3 - 5 LOCATION: Berkshire THE ROLE: A specialist Will Disputes and Contentious Probate team is seeking a litigation solicitor to join its growing practice.The role will focus solely on contentious probate work, covering a broad mix of disputes arising from estates and trusts. This will include claims under the Inheritance (Provision for Family and Dependants) Act, challenges to the validity of wills, executor and administrator disputes, estate administration issues, Court of Protection matters and trust-related litigation.The successful candidate will manage their own caseload while also contributing to larger, more complex matters alongside colleagues across both contentious and private client teams. The position offers close support and technical guidance within a well-established specialist team, alongside opportunities to build expertise in this niche area.Applicants will typically have between three and five years' experience in civil litigation, with exposure to contentious probate work. Candidates from a broader litigation background with a genuine interest in this area will also be considered. This role would suit a motivated solicitor looking to develop a long-term career in contentious private client work within an expanding practice.HOW TO APPLY:Contact Pasquale Agatiello at eNL on or email with your CV, or simply call for a confidential discussion. eNL will never share your CV with a third party without your express permission. As part of our candidate care process, we aim to respond to all applications in 7 days. If you have not been contacted within this timescale, your application has been unsuccessful on this occasion. Please note our advertisements use PQE/salary levels purely as a guide.At eNL we value diversity and inclusion. We want to attract people at all levels and encourage applications from all suitably qualified candidates whatever your ethnicity, religion, age, physical or mental disability, sexual orientation, gender identity or any other characteristics protected by law in the jurisdictions in which we operate

Your new company I am currently working with an organisation who are seeking a highly organised and proactive Programme Administrator to support the delivery of their ECTP and National Professional Qualifications (NPQs) across the North and West region. This is an exciting opportunity for an experienced administrator who enjoys coordinating programmes, supporting events, building relationships with stakeholders, and ensuring exceptional customer service and will be from 24th August - 31 October 2026. Your new role As a Programme Administrator, you will play a vital role in ensuring the smooth administration and delivery of our professional development programmes. Working closely with participants, schools, facilitators, trusts and internal colleagues, you will provide high-quality administrative support, coordinate communications, and help deliver engaging training events. This is a varied role that combines programme administration, stakeholder engagement and event coordination, making it ideal for someone who thrives in a busy and collaborative environment. Key Responsibilities Programme Administration Maintain accurate attendance records for seminars, training events and programme activities. Manage and respond to programme inboxes, resolving routine queries and escalating where necessary. Prepare, print and distribute programme materials and resources. Coordinate communications with participants, facilitators, schools and other stakeholders. Support programme onboarding, registrations and participant tracking. Produce reports and data updates to support programme delivery and monitoring. Provide general administrative support to the NPQ and ECF teams. Event & Programme Support Prepare training rooms and event spaces, ensuring all resources and equipment are available. Welcome participants and facilitators, manage registrations and maintain attendance records. Coordinate refreshments and catering requirements during events. Liaise with venues and catering providers to ensure smooth event delivery. Monitor training spaces throughout events and resolve operational issues where appropriate. Ensure rooms and resources are organised and ready for future sessions. Work closely with schools, business offices and venue contacts to deliver successful events. Provide on-the-day support to facilitators and programme delivery teams. Stakeholder Support Act as a professional first point of contact for schools, trusts, mentors, facilitators, participants and colleagues. Respond promptly and professionally to programme enquiries. Support effective communication across ECF and NPQ programmes. Build positive working relationships with partner schools, trusts and delivery partners. Support enrolment, onboarding and programme completion processes. Prepare reports, presentations and documentation to support programme management and quality assurance activities. What you'll need to succeed An interest in education Excellent written and verbal communication skills. Exceptional organisational skills with strong attention to detail. Strong IT skills, including Microsoft Teams, Word, Excel and Outlook. Ability to manage multiple priorities and work proactively to find solutions. Experience monitoring processes and producing accurate reports. Ability to communicate effectively with a wide range of stakeholders and adapt communication styles accordingly. An Enhanced DBS will need to be obtained in order to undertake this role or an Enhanced DBS on the update service can also be used. What you'll get in return You will get the opportunity to work in a fast-paced environment as part of a team that is shaping the educators of the future. The role is from 24th August - 31st October on a temporary basis, and you will be paid £16.44 per hour. You will work from 8AM-4PM Monday to Friday and there is free parking on site. 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

Client Relationship Manager - Private Wealth - Sheffield - £45-50k Location: Sheffield (office-based) Salary: £45,000-£50,000 Role: Client Relationship Manager - Private Wealth. Environment: Chartered, multi disciplinary wealth & tax planning group Why This Firm Stands Out This is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices, bringing together a team of financial planners, paraplanners, tax specialists, accountants and private client experts, giving you deep technical support and genuine cross department collaboration. The financial planning division is highly qualified, close knit and well resourced , meaning you're supported by paraplanners, administrators, tax advisers and senior planners who share knowledge freely. The wider group structure also means clients benefit from joined up tax, trust, corporate and wealth planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with long-standing client relationships, strong retention and clear internal progression. Role Overview You'll act as a Client Relationship Manager , supporting advisers and clients across private wealth, retirement planning, investments, tax planning and estate planning. This is a client facing role combining technical work, relationship management and oversight of the full advice process. Key Responsibilities Conduct client review meetings (virtual & in person) Assess client circumstances, objectives, ATR & CFL Evaluate existing arrangements and complete due diligence / research Complete calculations (pensions, CGT , IHT , income tax) Oversee provider illustrations, applications & fund information Identify new business opportunities & cross-group referrals Oversee post-review work passed to the support team Monitor client fees and manage servicing requests Maintain accurate records in back-office systems Liaise with clients and providers Produce suitability reports across multiple advice areas Support advisers with new client enquiries Maintain technical knowledge & CPD Requirements 5+ years financial services experience Strong FCA/regulatory understanding Senior admin or paraplanning background Diploma qualified (Level 4) Strong communication, organisation and work ethic Ability to work to deadlines and prioritise effectively Desirable Experience with private wealth, corporate clients, trusts Client facing experience Desire to work towards Chartered status Background in a team-based environment Package Full-time, office-based role (Sheffield) Salary £45,000-£50,000 Benefits including pension & life cover Supportive, multi-disciplinary environment with strong internal expertise Clear progression within a Chartered, growing private-wealth team Benefits Study support for qualifications 25 days holiday + bank holidays (option to buy +5) Pension scheme Health Cash Plan Life Assurance (4x salary) Eye tests Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .

Job title: Active Directory Architect/SME Duration: 9 months Clearance required: DV or DV Eligible Rate: To be discussed Location: Hybrid, onsite in Corsham twice a week Specification: Below Overview: We are seeking a highly skilled Microsoft Active Directory Subject Matter Expert (SME) to lead the design, implementation, and optimisation of enterprise directory services within secure, high-assurance environments. This role requires deep technical expertise in Active Directory architecture, strong delivery experience, and the ability to operate both strategically and hands-on. The successful candidate will support a UK secure account, working closely with stakeholders and delivering solutions on customer sites. Key Responsibilities: Lead the architecture, design, and evolution of Microsoft Active Directory environments (on premises) Act as the technical SME for Active Directory, providing expert guidance on best practices, policies, and standards Design and implement secure AD architectures, including domains, forests, trusts, and replication strategies Develop and enforce Group Policy (GPO) strategies aligned with security and operational requirements Deliver identity services integration, including federation (ADFS) Define and implement tiered administration models, privileged access controls, Integration with Privileged access Management tooling, and secure identity design patterns Conduct health checks, security assessments, and remediation planning for AD environments Support incident resolution and root cause analysis relating to identity and authentication services Produce and maintain comprehensive design and operational documentation Work closely with security, infrastructure, and application teams to ensure secure and efficient identity services Engage directly with Tech Lead, Programme Manager and customers on-site, supporting delivery and building trusted relationships Experience Required: Proven experience in an Active Directory Architect or Senior SME role Deep hands-on expertise with: Microsoft Active Directory (multi-domain/forest environments) Group Policy design and management DNS, DHCP, and core supporting infrastructure Strong experience in designing and implementing enterprise-scale AD environments Demonstrable experience producing high-quality design documentation, including: High-Level Designs (HLDs) Low-Level Designs (LLDs) Security architecture documentation Operational procedures and runbooks Strong understanding of identity security, including: Tiered administration models Least privilege access Privileged Access Workstations (PAWs) Privileged access Management Toolset Knowledge of authentication protocols (Kerberos, NTLM, LDAP, SAML, OAuth) Experience with PowerShell Scripting and automation Familiarity with integrating AD into enterprise security and monitoring tooling (eg, SIEM) Excellent stakeholder engagement, communication, and documentation skills Industry Experience: Experience working within the Defence and/or Aerospace sector is highly desirable Familiarity with policies, standards, and security frameworks (eg, JSP series, NCSC guidance) Familiarity with high-security, regulated environments and secure system delivery Desirable Certifications Microsoft certifications (eg, Identity and Access Administrator, Windows Server) CISSP, CISM, or equivalent security certifications TOGAF or other architecture frameworks (desirable) If you are available and interested in this opportunity, please apply for further information. Please note that due to high volumes of applications we are unable to contact every applicant. If you do not hear back from us within 7 days of sending your application, please assume that you have not been successful on this occasion. At Lucid, we celebrate difference and value diverse perspectives, underpinned by our values 'Honesty, Integrity and Pragmatism'. We are proud to provide equal opportunities in line with our Diversity and Inclusion policy and welcome applications from all suitably qualified or experienced people, regardless of personal characteristics. If you have a disability or health condition and seek support throughout the recruitment process, please do not hesitate to contact us via the details below.

A fantastic opportunity for an Administrator to join a well-established firm of solicitors in York. This position offers the opportunity to become a part of a great team in a business that provides a great culture. Working hours are 35 per week (Mon-Fri, 9am - 5pm with 1 hour for lunch). THE ROLE: The role of Administrator is to assist the busy and esteemed Tax and Trusts team who deal with all components of Tax and Trusts work including wills, probate, lasting powers of attorney and estate planning and trusts. DUTIES: Dealing with Trust, Estate and Income Tax returns. Completing R185 and IHT100 forms. Dealing with TRS. Dealing with Trust Accounts. General administration. THE CANDIDATE: Experience in tax and trusts is essential (including Capital Gains Tax). Have secretarial / administrative experience. Be a positive self-starter. Have good attention to detail. Be a strong team-player. Have strong accuracy and organisational skills. THE COMPANY: A well-known firm of solicitors who operate in Yorkshire and Lincolnshire. They offer a supportive culture where every person matters. THE CONSULTANCY: Edwards & Pearce acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Edwards & Pearce is an Equal Opportunities Employer.

IFA Administrator - Chartered, Award-Winning Firm - Wetherby/Boston Spa - £27,000-£32,000 + Bonus Location: Wetherby / Boston Spa (office-based) Salary: £27,000-£32,000 + discretionary bonus Environment: Chartered, multi-award-winning private-wealth planning firm Team: Small, highly qualified, supportive client service & paraplanning team Why This Firm Stands Out This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care, technical excellence and long-term relationships. The business operates with a small, highly qualified team of advisers, paraplanners, administrators and client-service specialists, meaning you're surrounded by strong support, clear processes and people who genuinely care about doing things properly. The firm works with HNW individuals, families and business owners , offering holistic financial planning across pensions, investments, tax, trusts and estate planning. You'll be part of a boutique, collaborative environment where quality comes first , and where your role directly contributes to outstanding client outcomes. The culture is warm, professional and client centric, with structured training, exam support and clear progression within the admin/client-service pathway. Role Overview You'll provide personalised client servicing and administrative support across new business, client reviews, investment tracking and day to day operations. This is a hands on, detail-driven role ideal for someone who enjoys working in a supportive, high-quality private wealth environment. Key Responsibilities Client servicing & personalised support Preparing documentation & maintaining accurate records Attending client meetings; providing updates Coordinating admin tasks & tracking investments Supporting planners across the full product range Managing LOAs, provider liaison & client communication Preparing pre-meeting packs & processing post-meeting actions Producing review letters Handling group scheme renewals & new scheme setups Managing general admin, stationery, post & provider correspondence Requirements 2+ years financial services experience Strong communication & organisation High attention to detail IT proficient (Microsoft Office) Team-focused, client centric FCA knowledge (desirable) Senior admin/paraplanning exposure (desirable) Benefits £27,000-£32,000 + discretionary bonus 27 days holiday + bank holidays + birthday off Pension scheme Private health & mental health support Death in service (4x salary) Training & exam support Fully office-based; collaborative environment Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .

JOB TITLE: TRUST ADMINISTRATOR LOCATION: Manchester City Centre HOURS OF WORK: 9 am - 5. 30 pm Monday to Friday BENEFITS: Excellent Benefits Main Purpose of the role: Reporting to the Tax and Estate Planning Partners Providing administrative support to the Tax and Estate Planning department JOB DESCRIPTION: Will report to two Partners Review existing records and maintain a record of Trusts where the client is appointed as a professional Trustee to help ensure that they are meeting their obligations as Trustees, keeping on top of key dates and offering excellent service to our Trust clients. Obtaining instructions from clients to offer ongoing Trust administration services as professional trustees. Acting on key dates by advising relevant fee-earners and contacting clients where necessary. Prepare and maintain accurate and up-to-date Trust Accounts, to include details of Trust assets and income & summaries of key points and events relating to the Trusts. Maintain copies of Trust documentation in an organised and easily accessible manner. Schedule annual review meetings with the Trustees, financial advisers and other relevant parties. Prepare file notes and resolutions of important Trustee decisions. Prepare reports to Trustees/clients to include annual Accounts and any recommendations or relevant changes to legislation. Ensuring that Trust assets are registered to the correct Trustees. Ensuring that other ongoing requirements are met, e.g. payment of regular policy premiums or insurance cover is in place Working closely with the Tax and Trusts Compliance Adviser to ensure that compliance and tax matters are dealt with as required, including: Registration and updates with the Trusts Registration Service (TRS) Registration and any filing of returns under the Automatic Exchange of Information (AEOI) - including FATCA / CRS returns Applying for Legal Entity Identifier (LEI) numbers where relevant Submission and filing of Trust tax returns, such as self-assessment tax returns (SA900), 60-day CGT Returns and inheritance tax returns (IHT100) and co-ordinating tax payments or liaising with accountants / relevant parties to ensure requirements are dealt with, including checking of returns to ensure they correspond with our records Ensuring any additional requirements for specialist Trusts are dealt with, such as Vulnerable Person's Elections or any Charity Commission requirements PERSON SPECIFICATION: Willing to work as part of a team and communicate with clients, intermediaries and other fee-earners and partners in the team Experience is not essential - it is desired Good attention to detail Ability to understand the significance of key dates, such as tax deadlines, and to act quickly to deal with the required actions Can take initiative and make suggestions on next steps based on information available Can produce legal documents and use Word, Excel and Teams to produce documents and maintain records Willingness to attend courses (if not already) on Trust Accounting and Taxation of Trusts (e.g. STEP, MBL) and opportunity to work towards STEP qualification if appropriate Maze Recruitment will never share your CV with any third party without your explicit consent. As part of our candidate care commitment, and due to the high volume of applications we receive, we aim to respond within 24- 48hours. If you do not hear from us in this timeframe, please consider your application unsuccessful on this occasion. We encourage you to apply for future opportunities that align with your skills and interests.

Abbey Foregate, Shrewsbury £18,213 - £19,105 per annum (FTE £30,355 - £31,841) + 7% pension contribution Permanent, Part Time (21 hours per week) Closing date 12pm on 7th August 2026 Interview date 27th August 2026 The Trust has grown significantly in recent years, benefitting from a strong leadership team and organisational structure, positioning us to deliver the best possible outcomes for nature and the Shropshire community. Our HR strategy focuses on strengthening employee engagement, manager coaching, supporting employee learning and development and expanding wellbeing initiatives across the Trust. We are also exploring opportunities to align our ways of working with those of The Wildlife Trusts (TWT) nationally. What you will be doing: This newly created role is responsible for providing efficient and effective administrative support across day-to-day people activities and processes, ensuring they are delivered accurately and in line with Trust policies and procedures. The role supports the full employee lifecycle, including recruitment and selection, onboarding, training & development, DBS checks, employee records management and leaver processes, helping to provide a positive and professional experience for employees at every stage of their journey with the Trust. You will get to know all teams at Shropshire Wildlife Trust (SWT), understand their roles and how they operate. You ll also establish an effective working relationship with HR counterparts leads in TWT and other Wildlife Trusts to share best practice. About you: We are looking for an enthusiastic and empathetic HR professional to join our team and support us on our journey towards a thriving natural world. You will be committed to maintaining the highest standards of confidentiality and discretion, with a proactive and adaptable approach to your work. You'll have exceptional attention to detail, strong organisational skills and the ability to manage a varied workload, responding positively and effectively to changing priorities. You will also be willing to provide administrative support across the organisation as needed, working collaboratively to help the Trust achieve its goals. We are looking for: CIPD qualified to Level 3, with demonstrable experience of HR administration and policy advice. A good understanding of HR legislation and experience in applying policies/procedures. The ability to build and maintain strong working relationships across an organisation. The ability to effectively and confidently communicate complex ideas and information to a range of audiences. Excellent IT skills with a high proficiency in including Word, Excel, PowerPoint and email. Good written communication, able to produce clear, accurate and inclusive materials. You will be required to work on Monday and Thursday. The third day can be agreed at appointment. The Trust is committed to building an equal, diverse and inclusive workforce we encourage applications from a diverse range of suitably qualified candidates. Please let us know if you require any adjustments to make our recruitment process more accessible. Why work for us - benefits we offer: 25 days holiday plus Bank Holidays and Service related holiday (pro-rated for part time staff) Salary sacrifice benefits such as Cycle to work and EV purchase Life assurance Generous pension - company contribution 7%, employee contribution 3% Enhanced Sick Pay Flexible working policy Employee Assistance Programme Staff discounts Employee away days Enhanced pay for maternity and adoption leave Coaching Support with training and development to assist career progression Inclusive & supportive work atmosphere About us: Shropshire Wildlife Trust (SWT) has a vision of a thriving natural world, where Shropshire's wildlife and natural habitats play a valued role in addressing the climate and ecological emergencies, and people are inspired and empowered to take action for nature. We combine projects across Shropshire (including Telford & Wrekin) with advocacy and campaigning to restore nature and to engage people. We manage over 40 nature reserves and have almost 50 staff, 300 volunteers, and over 9000 members. SWT is an autonomous charity, but we are increasingly working collectively, as part of The Wildlife Trusts (TWT), to ensure that our local actions have a national impact and help to address global issues.

Financial Planning Analyst - Private Wealth - Sheffield - £34,000-£42,000 Location: Sheffield (office-based) Salary: £34,000-£42,000 Role: Financial Planning Analyst Environment: Chartered, multi-disciplinary private-wealth group Why This Firm Stands Out This is a Chartered, fully independent private-wealth group with a long-established presence across Yorkshire. The business operates from multiple offices , bringing together financial planners, paraplanners, administrators, tax specialists, accountants and private-client experts - giving you deep technical support and a genuinely collaborative environment. The financial planning team is highly qualified, close-knit and well structured , meaning you're supported by experienced colleagues across advice, tax, trusts and corporate planning. The wider group setup allows clients to benefit from joined-up wealth, tax and estate planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with strong client retention, long-standing relationships and clear internal progression. Role Overview You'll support advisers and clients across new business, client reviews, technical work and ongoing servicing. This role blends technical analysis , paraplanning tasks , client administration , and end to end support across private wealth, pensions, investments, tax planning and estate planning. Key Responsibilities New business: evaluating client objectives, due diligence , research, technical calculations (pensions, CGT , IHT , income tax), producing suitability reports, overseeing illustrations/applications, monitoring pipeline, client fee checks Client reviews: pre-meeting analysis, post-meeting completion work, producing review letters Client admin: maintaining Intelligent Office records, updating client data, obtaining provider information, liaising with clients/providers General support: handling provider/client correspondence, working closely with managers and advisers, actioning technical and admin requests Requirements 4+ years financial services experience Strong FCA regulation & compliance knowledge Senior admin or paraplanning background Part or fully Diploma qualified (Level 4) Strong communication, organisation and work ethic Ability to work to deadlines and prioritise effectively Desirable Experience with private wealth, business owners, corporate clients, trusts, group schemes Client-facing experience Desire to work towards Chartered status Team-based background Benefits Study support for qualifications 25 days holiday + bank holidays (option to buy +5) Pension scheme Health Cash Plan Life Assurance (4x salary) Eye tests Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .

IFA Administrator - Private Wealth - Sheffield - £28,000-£32,000 Location: Sheffield (office-based) Salary: £28,000-£32,000 Role: IFA Administrator / Client Support Environment: Chartered, multi-disciplinary private wealth group Why This Firm Stands Out This is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices , combining financial planners, paraplanners, administrators, tax specialists, accountants and private client experts, giving you strong technical support and a genuinely collaborative environment. The financial planning team is close knit, highly qualified and well structured , meaning you're surrounded by experienced colleagues across advice, tax, trusts and corporate planning. The wider group setup allows clients to benefit from joined-up wealth, tax and estate planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with long standing client relationships, strong retention and clear internal progression. Role Overview You'll provide end to end administrative support across new business, client reviews, group schemes and ongoing servicing. This role is ideal for someone with strong financial services admin experience who enjoys working in a structured, professional private-wealth environment. Key Responsibilities Client admin: meeting confirmations, IO/Iris updates, creating electronic client files, managing LOAs, liaising with clients/providers New business: producing illustrations, applications, fund info; processing online/paper applications; monitoring pipeline; chasing underwriting Client reviews: preparing pre-meeting packs, processing post-meeting actions, producing review letters Group schemes: monitoring existing schemes, handling renewals, setting up new schemes General admin: managing stationery/post, handling provider correspondence, actioning adviser/client requests Requirements 3+ years financial services experience FCA knowledge (desirable) Senior admin/paraplanning exposure (desirable) Strong organisation, communication and accuracy Ability to prioritise and work to deadlines Benefits Study support 25 days holiday + bank holidays (option to buy +5) Pension Health Cash Plan Life Assurance (4x salary) Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .

BRAND NEW ROLE: Paraplanner Vacancy Boutique Wealth Management Firm £35k - £45k basic salary + discretionary bonuses Reigate/ Redhill (Surrey) - hybrid working after onboarding Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £45k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.

Probate Administrator South Croydon Permanent Full-Time Salary: Competitive and dependent on experience We are seeking an experienced and highly organised Probate Administrator to join our busy and growing probate team. This is an excellent opportunity for a knowledgeable probate professional who can hit the ground running and play a key role in supporting the efficient administration of estates. Due to increasing workload and business demand, we are looking for a committed individual with genuine hands-on probate experience who can manage case files confidently while delivering an excellent client experience. The Role As a Probate Administrator, you will be responsible for supporting the administration of estates from initial instruction through to completion. You will work closely with clients, financial institutions, and other third parties to ensure matters are progressed efficiently and accurately. This role requires someone with practical probate administration experience and the ability to manage their workload independently within a supportive team environment. Key Responsibilities Setting up new probate files and managing case administration from instruction through to completion Gathering and collating estate and asset information from financial institutions and third parties Preparing probate documentation and applications for submission to the Probate Registry Assisting with inheritance tax assessments and related documentation Liaising with banks, building societies, investment providers, utility companies, and other organisations Maintaining accurate file records and case management systems Providing regular updates and support to clients throughout the probate process Chasing outstanding information and documentation to ensure cases progress efficiently Supporting the team in managing workloads and reducing case backlogs Ensuring all work is completed accurately and in accordance with company procedures and relevant regulations Candidate Requirements Essential Previous experience as a Probate Administrator, Probate Case Handler, Estate Administrator, or in a similar role Proven hands-on experience of probate and estate administration Strong understanding of the probate process from application through to estate administration Experience handling probate applications and estate-related correspondence Excellent organisational and administrative skills Strong communication skills, both written and verbal Ability to manage multiple cases and priorities effectively High level of accuracy and attention to detail Desirable Experience using Exizent or similar probate case management software Knowledge of trusts and charitable legacies Experience conducting client onboarding and providing ongoing client updates Previous experience within a legal, will-writing, or specialist probate environment About You The successful candidate will: Have practical, real-world probate experience rather than solely academic knowledge Be capable of working independently and taking ownership of their workload Be organised, reliable, and committed to delivering high standards of service Enjoy working as part of a collaborative and supportive team Be looking for a stable, long-term career opportunity What's on Offer Permanent, full-time position Competitive salary based on experience Supportive and friendly team culture Opportunity to further develop your probate expertise Long-term career prospects within an established and growing business Location South Croydon This is an office-based role and candidates should be able to commute reliably to the office. Blue Arrow is proud to be a Disability Confident Employer and is committed to helping find great work opportunities for great people.

Trust / Estates Administrator (Chartered Accountancy) Chester (Office Based) 35,000 - 40,000 + Training + Company Events + Company Benefits + Progression Are you looking to join a Trusted Accountancy, where you will have the opportunity to take on more responsibility, with continuous in-house training so you can have a long and successful career with guaranteed progression opportunities, where you will run client accounts with complete autonomy? Do you want to join a dynamic and highly reputable Chartered Accountancy, where you will be provided with all the support needed, alongside excellent benefits such as flexible working hours and the potential for hybrid work? The company are taking the market by storm as they continue to expand and capitalise on their success, providing auditing, accounting, tax and specialist advisory services to their wide range of clients, covering a variety of sectors from sport, medical to entertainment. With long-standing client relationships at the forefront. In this role you will work with a broad range of trusts, estates and private clients, gaining exposure to complex and rewarding assignments within a supportive and experienced team environment. This role would suit someone with a foundation in private client work who is looking to build a long-term career specialising in trust and estate matters The Role: Managing a portfolio of trust and estate compliance matters. Preparing trust and estate tax returns and ensuring compliance with relevant deadlines. Supporting trust registration and ongoing administration through the Trust Registration Service (TRS). Liaising with clients, professional advisers and HMRC where required. Assisting with inheritance tax (IHT) compliance matters, including the preparation of IHT returns. The Person: AAT qualifications or similar Commutable to Liverpool Reference Number: BBBH26539J If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon 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 our website.

Job Purpose We are seeking an organised and detail-focused Conveyancing Assistant / Legal Administrator to provide comprehensive administrative and legal support to the conveyancing team. The successful candidate will assist with residential and commercial property transactions from instruction through to completion and post-completion. The role will involve supporting freehold and leasehold matters, commercial property transactions, bridging finance, and transactions involving companies, LLPs, SPVs, trusts, and other corporate structures. The ideal candidate will have previous experience within a conveyancing or property law environment and be confident managing a busy workload while providing excellent client care. Key Responsibilities Assist with residential sales, purchases, remortgages, transfers of equity, and new build transactions. Open and manage client files, completing all required compliance procedures. Carry out identity verification, AML, source of funds, and source of wealth checks. Prepare client care documentation, engagement letters, and legal correspondence. Request and review contract packs, title documents, searches, and redemption statements. Draft and prepare legal documents under appropriate supervision. Liaise with clients, estate agents, lenders, brokers, and other solicitors. Monitor transaction milestones and proactively chase outstanding information. Assist with exchange, completion, and post-completion processes. Prepare completion statements and assist with completion arrangements. Submit Land Registry applications and SDLT returns where required. Assist with leasehold sales and purchases and review relevant documentation. Liaise with managing agents, landlords, and management companies. Assist with leasehold enquiries, including service charges, ground rent, and landlord consents. Prepare post-completion notices, including notices of transfer and charge. Support commercial property acquisitions, disposals, refinancing, and leasing matters. Assist with reviewing commercial contracts, title documents, and property searches. Liaise with lenders, surveyors, accountants, and commercial agents. Assist with bridging finance transactions and monitor strict lender deadlines. Coordinate transactions involving purchases, refinancing, and exit strategies. Assist with transactions involving companies, LLPs, SPVs, partnerships, trusts, and pension schemes. Obtain and review Companies House information and verify corporate structures. Assist with company authority documents, board minutes, resolutions, and security documentation. Provide regular updates to clients and maintain excellent standards of client care. Maintain accurate electronic and paper files in line with GDPR and firm procedures. Ensure compliance with SRA, CLC, AML, and other relevant regulatory requirements. Manage correspondence, incoming enquiries, diaries, appointments, billing, and file closures. Previous experience within a conveyancing or property law environment is essential. Strong organisational, communication, time management, and attention-to-detail skills are required. A conveyancing or legal administration qualification, including CILEX or CLC studies, is desirable but not essential. Knowledge, Skills & Experience The successful candidate will have previous experience working within a conveyancing or property law environment, with a good understanding of residential property transactions. Experience with leasehold matters is highly desirable, while exposure to commercial property, bridging finance, and corporate property structures would be advantageous. You will be highly organised, proactive, and able to manage multiple transactions and deadlines effectively. Strong communication and client care skills are essential, alongside excellent attention to detail and the ability to work both independently and as part of a team. Experience using legal case management systems and Microsoft Office is required, together with an understanding of HM Land Registry procedures and relevant compliance requirements. Qualifications A legal administration or conveyancing qualification is desirable but not essential. CILEX, CLC, or equivalent legal studies would be advantageous, alongside a commitment to continued professional development. What We Are Looking For We are looking for a professional, approachable, and reliable individual who takes pride in delivering a high standard of client service. The successful candidate will be calm under pressure, proactive in progressing matters, and able to maintain accuracy and confidentiality while working within a busy conveyancing environment.

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

Location: Beaminster Salary £27k-£32k DOE (will pay more for experienced Trust administrator) Hours: 9am-5.30pm Mon-Thurs, 9am-5pm Fri Benefits: 25 days hols + Bank hols (including 3 for Christmas shutdown), birthday off, no onsite parking but provide car parking permit for local car park, pension, medical insurance after probation, social events during the year Aspire Jobs are delighted to be working in an exclusive partnership with our professional services client who are a well-established and growing firm based in West Dorset. They are seeking to recruit a Trust Administrator to join their busy team. This is a perfect time to join a growing and progressive thinking team and firm. Are you an organised administrator with excellent attention to detail? Do you enjoy working with figures, managing accurate records and being part of a professional team? Perhaps you already have experience within legal services, finance or trust administration or from within a professional services firm. Or maybe you're looking for the opportunity to develop specialist knowledge in a highly regarded firm where full training will be provided. This is a fantastic opportunity to join an established Trusts department in a varied role offering long-term career development. The Role Working as part of a busy and supportive team, you'll help administer a portfolio of trusts, ensuring everything is managed accurately, efficiently and in line with legal requirements. No two days are quite the same and you'll be involved in a wide range of administrative and financial tasks. As this is a new role you will be setting up systems and spreadsheets from scratch so a real chance to make the role your own. Responsibilities will include: • Assisting with the administration of trusts • Maintaining accurate records and documentation • Processing financial transactions • Preparing trust accounts and supporting financial administration • Liaising with clients and professional advisers • Ensuring deadlines are met and files remain compliant • Providing general administrative support to the Trusts team About You We're much more interested in finding the right person than someone with previous trust experience. You'll probably have: • Previous administration experience • Excellent attention to detail • Good numerical ability and confidence working with figures • Strong organisational and time management skills • A methodical approach to your work • Excellent written and verbal communication skills • Good IT skills, including Microsoft Office particularly Excel Experience within a legal practice, financial services, accountancy or trust administration would be an advantage but is by no means essential, as full training will be provided.

About Us The Diocese of Leeds is proud to be recognised as one of the top ten charities in the UK to work for, according to Best Companies. We were ranked,6th best charity to work for in the UK,14th best company to work for in Yorkshire and the Humber,21st best small company to work for nationally. These achievements reflect the positive culture we strive to create - one where colleagues feel supported, welcomed and able to thrive in their roles. Our flexible working practices, commitment to excellent workplace facilities, and our active staff groups - including the Social Group and Staff Engagement Forum - help foster a collaborative, supportive and enjoyable place to work. We re committed to fair and inclusive recruitment. That s why all our vacancies are shortlisted anonymously, removing personal details from applications to ensure every candidate is assessed purely on their skills and experience. Benefits The package includes a flexi-time scheme 8% non-contributory pension with an additional 5% matched contributions, hybrid working (50%), Cycle to work scheme, EV salary sacrifice scheme and 25 days annual leave plus bank holidays and four customary days a year (between Christmas and New Year). About the Role In this role, you will: Act as a first point of administrative contact for governance and admissions enquiries from schools, trusts and academies. Offer initial support and advice, ensuring more complex issues are referred to the appropriate colleague or adviser. Check admissions arrangements for compliance with diocesan expectations and support timely responses to consultations and pre-consultations. Maintain accurate governance and admissions records, including foundation governor appointments and routine changes to governing bodies. Help ensure diocesan guidance is clear, up to date and easy for schools, trusts and academies to access. Support the wider Education Team by updating the database and website, managing electronic mailing lists and issuing safeguarding assurance letters when requested by schools. Every day will involve helping schools and colleagues by keeping information accurate, responding carefully to enquiries and making sure agreed processes are followed well. Who we are looking for We would love to hear from you if you: Have experience in an administrative or support role, ideally in education, charity, public sector, diocesan or similar service environment. Are organised, accurate and confident keeping records, updating systems and following agreed processes. Communicate clearly and professionally by phone and email, and know when to escalate an enquiry for further advice. Enjoy building positive working relationships with schools, trusts, academies, local authorities and colleagues. Are confident using Microsoft 365 and willing to learn new systems, including databases, websites and mailing list tools. Are committed to the mission and ethos of the Church of England and the flourishing of all our schools. If you are a careful, helpful and well organised administrator who wants to contribute meaningfully to the life of our schools, this could be the role for you. Come and join us We are looking to appoint a Governor and Admissions Support Assistant to join our committed and highly supportive Education Team. This is an important administrative and support role, helping us provide clear, timely and well organised support to Church of England schools and academies across the Diocese of Leeds. You will be a first point of administrative contact for schools, trusts and academies on governance and admissions matters. You will provide initial support and advice, escalate more complex issues where necessary, keep accurate records, help maintain guidance and ensure routine processes are followed carefully. This is a varied role for someone who enjoys working with people, keeping systems organised and helping busy teams work well. Closing Date for Applications: Wednesday 2 September 2026 Interviews: Thursday 10 September 2026 The Diocese of Leeds is currently unable to sponsor candidates without Right to Work in the UK. Candidates must have Right to Work in the UK to take up this role.

BRAND NEW ROLE: Paraplanner Vacancy Boutique Wealth Management Firm £35k - £45k basic salary + discretionary bonuses Reigate/ Redhill (Surrey) - hybrid working after onboarding Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £45k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.

Financial Adviser Epsom offices (Surrey) £75k basic salary and benefits Manage existing client bank of 100 clients (£500k average) 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The Managing Director requires an experienced Adviser in their Epsom office to manage an existing client bank of 100 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too. You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. If this role sounds of interest or any other roles I am working on please get in touch.