357 jobs found

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.

Financial Planning Administrator Location: Cardiff Salary £30,000 - £35,000 DOE Full-Time, Part Time, Permanent An excellent opportunity has arisen for an experienced Administrator to join a well-established and growing financial planning business in Cardiff. This role would suit someone with previous experience within financial planning administration who enjoys working in a fast-paced, client-focused environment and takes pride in delivering a high level of support. The successful candidate will provide administrative and technical support to advisers and management, helping ensure a smooth and efficient client journey from initial enquiry through to completion. Key Responsibilities: • Providing high-level administrative support to advisers and the wider team • Preparing client files and ensuring all compliance documentation is accurate and complete • Supporting pre- and post-meeting administration, including CRM updates • Processing applications and liaising with providers, clients, and third parties • Chasing applications and Letters of Authority to ensure timely completion • Producing client correspondence, reports, and review documentation • Handling inbound calls professionally and building strong client relationships • Running reports, illustrations, and collating key client information • Maintaining accurate records and supporting day-to-day operational processes Requirements: • Previous administration experience within financial services, wealth management, or a related sector • Experience using CRM systems such as Salesforce would be advantageous • Strong communication and client relationship skills • Excellent organisational skills and attention to detail • Ability to manage multiple tasks and work independently in a remote environment • Good working knowledge of Microsoft Office, including Outlook, Word, and Excel • Positive, proactive, and team-oriented approach This is a fantastic opportunity to join a supportive and professional organisation offering long-term career stability, remote working flexibility, and the chance to be part of a collaborative team environment. If you are interested in the Financial Planning Administrator position then apply today and if successful one of our consultants will be in contact within 24 hours! Financial Planning Administrator, Financial Planning, Wealth Management, IFA, Hybrid, Administration

Job Title: IFA Administrator Location: London Salary: £30,000 to £35,000 Capio Recruitment are working with a well-established Financial Planning firm that is looking to add a Financial Administrator to its growing London team. This is an excellent opportunity for someone with at least a year's experience within Financial Planning or Wealth Management who is looking to build a long-term career in the industry. Joining a collaborative advice team, you'll play a key role in supporting Financial Advisers, ensuring clients receive an outstanding service while gaining exposure to all aspects of the financial planning process. This role would suit someone who enjoys being organised, thrives in a busy environment and is looking to develop their technical knowledge over time. The business is looking for someone with a positive attitude, strong communication skills and a genuine desire to progress within Financial Services. The Role Supporting Financial Advisers with the day to day administration of client cases Preparing applications, documentation and client meeting packs Liaising with providers, platforms and clients to progress new and existing business Processing Letters of Authority, valuations and ongoing servicing requests Coordinating client reviews and ensuring follow up actions are completed Maintaining accurate client records across internal systems Providing updates to clients throughout the advice process Working closely with colleagues to ensure an efficient and high quality service is delivered at all times What's Needed to Be Considered? A minimum of one year's experience within Financial Planning, Wealth Management or Financial Services administration A good understanding of pensions, investments and the financial advice process Excellent organisational skills with strong attention to detail Confident communication skills and a professional approach when dealing with clients A positive, proactive attitude and willingness to learn Experience using Financial Planning back-office systems would be advantageous Someone looking to build a long-term career within Financial Planning What's on Offer? Hybrid working Full training and ongoing professional development Support towards professional qualifications Clear long term career progression within a growing Financial Planning business A supportive, collaborative team environment where you can continue to develop your career To discuss this opportunity in more detail, please contact one of our Financial Planning specialists at Capio Recruitment.

Job Title: Onboarding Administrator Industry: Financial Services Location: Blackpool Salary: Up to £27,500 Job Reference: 10416 Job Description: Recruit UK is working on an excellent opportunity for an Onboarding Administrator to join a well-established financial services firm in Blackpool on a 3-month fixed-term contract. The role focuses on onboarding new clients by reviewing and setting up accounts within the CRM system, ensuring all processes are completed in line with regulatory requirements and internal procedures. You will be responsible for accurately inputting and maintaining client data, ensuring high levels of data integrity through strict quality control checks, and supporting internal stakeholders with onboarding queries. The role also involves liaising with Front Office and Client Due Diligence teams to ensure a smooth onboarding process. Benefits: Salary up to £27,500 (negotiable depending on skill set and experience) 25 days holiday plus bank holidays Enhanced additional benefits package Fantastic workplace culture Skills and Experience Required: Experience in financial services operations or onboarding (preferred) Strong attention to detail and accuracy Confident using systems (ideally Avaloq or similar) Proficient in Microsoft Word, Excel, and Outlook Ability to work independently and manage workload effectively Strong communication skills About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Services firm looking to recruit a Client Onboarding Administrator. Our Commitment to You: Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities Start every journey with a conversation to find out about you in-depth Provide honest feedback on where you fit in the jobs market Use our network across the financial world to match you to your perfect position Take a holistic approach - career happiness is rarely just about the money Cover the whole of the UK with a local touch through our regional teams Never pester you

Company Description About FRP At FRP, we are a leading national business advisory firm based in the UK. With over 950 team members, including more than 100 partners, we specialise in Corporate Finance, Debt Advisory, Forensic Services, Financial Advisory, Restructuring Advisory, and Real Estate Advisory. Operating from 35 offices across the UK, Isle of Man and Cyprus, we are dedicated to helping clients navigate complex and difficult situations to create, preserve, and recover value. Our approach is known for being honest, clear, and considered. We provide strategic solutions that cater to a broad range of businesses, from multinational organisations to small enterprises. Our commitment is to deliver expert advice and support, ensuring our clients can make informed decisions and achieve their goals. Job Description Role overview We are seeking a motivated individual to join our experienced Restructuring team at FRP Advisory in our Brentwood office. This role is ideal for someone looking to start a career in the professional services sector. Full training will be provided, along with opportunities for further education and professional qualifications. The successful candidate will support colleagues on a wide range insolvency cases, coordinating with various stakeholders, and ensuring the smooth progression of the team's caseload. As you develop, you will take on a wider client-facing role. Key Responsibilities The duties and responsibilities will vary case to case but are likely to include: Issuing statutory documentation in accordance with case diaries Communicating in writing and by telephone with creditors, employees and tax authorities to address any queries Preparation of reports, in line with insolvency legislation and best practice (training will be given) Managing own workload to ensure deadlines are met whilst ensuring that work is completed with accuracy and to a high standard Taking responsibility and proactive management of ongoing compliance of cases Provide ongoing support and assistance to other members of the team Attending site visits as and when required Developing and maintaining strong working relationships with accountants/agents/banks/lawyers/financial institutions Further Development FRP is committed to ongoing development and will support further training and professional qualifications. This could include pathways such as the ICAEW Certificate in Insolvency, ACA or equivalent, and CPI qualification. Qualifications GCSE English and Mathematics grade 5 or above 2 A-level grades c or above (or expected grades) Ability to exhibit our core values of being clear, honest and considered in your approach to work Highly motivated team player with excellent oral and written communication skills and interpersonal skills when engaging with clients and colleagues Diligent with keen attention to detail and a professional approach to work Adaptable and flexible approach to work with a genuine willingness to learn Excellent organisational and administration skills with good knowledge of Microsoft Office packages including Word, Excel, and Outlook Additional Information Our Values Straightforward : We provide clear, no-nonsense advice Confident : Our guidance is backed by expertise and evidence Pragmatic : We focus on practical solutions and tangible outcomes Real : We are professional yet approachable, understanding the challenges our clients face Our Commitment to You and the Environment At FRP, sustainability is integral to our strategy and operations. Our sustainability depends on building and maintaining meaningful, long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on the natural environment. We are always striving to improve in all areas - whether it's our people, our clients, our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We are committed to fostering an inclusive, equitable, and diverse culture for our people. We maintain an Equal Opportunities Policy, ensuring that recruitment and employment decisions are based solely on the skills and experience required for our professional services - regardless of ethnicity, race, sexual orientation, disability, or any other protected characteristic. We believe every individual should have the opportunity to thrive. Our learning and development programmes enable us to invest in growing our employees' careers. We aim to empower our team members to each achieve their potential. We are committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success lead to our sustainability and success. We are emotionally invested in our clients right from the beginning.

People Development Administrator Didsbury, Manchester £8,654.14 Part-Time, 9 month contract Monday to Friday, 15 hours per week. You will provide administrative support across the People Development team, helping colleagues access learning opportunities and ensuring learning records, systems and processes are maintained accurately. This is an exciting opportunity to join the People Development team during a period of change and development, providing essential support within a busy and evolving service. What You'll Be Doing Support the day-to-day administration of learning activities Help manage the People Development mailbox, responding to queries and directing requests appropriately. Support the administration of learning activities, including booking training sessions, arranging venues and Teams meetings, and issuing joining instructions. Support the booking of external courses, conferences and learning events. Maintain accurate learning records and attendance information across learning systems. Support colleagues with learning-related queries and access to eLearning and other learning resources. Raise purchase orders and support the processing of invoices and payments relating to learning activity. Deliver a high standard of customer service and identify opportunities to improve administrative processes. What You'll Need Experience working in an administration, business support or customer service role. Experience maintaining accurate records and documentation. Good IT skills, including Microsoft Office and digital systems. Good organisational skills and attention to detail. Effective written and verbal communication skills. Ability to manage your workload, prioritise tasks and work independently when required. A customer-focused approach with a commitment to delivering a positive experience. Ability to work collaboratively as part of a team. Ability to work accurately and reliably with minimal supervision. A positive and flexible approach to supporting colleagues and stakeholders. Experience of supporting learning, training, HR or people-related activities. Experience using a learning management system or similar digital platform. Relevant administration, customer service or business support training, qualifications or experience. What We Need From You A commitment to understand the challenges and opportunities that exist in the communities in which we work. We particularly value lived experience in social housing. A passion to advocate on behalf of people and communities. A commitment to work in partnership with others A commitment to continuous learning and improvement. Ability to work flexibly and when needed. What we give you in return for your hard work and commitment Pension DC scheme (up to 10% contribution from both colleagues and the client) WPA Healthcare scheme starts at no contribution level with £1250 of savings available per year (option to increase & add family members) Ways of Working We offer some hybrid and flexible working Annual leave Start at 26 days annual leave, increasing up to 30 days within 5 years + Bank Holidays Reward & Recognition You Count Rewards are individual reward's for going 'above & beyond' Professional fees The business pays the cost of one professional role related membership fee for each colleague The Market Place high street, restaurant & supermarket discounts, gym memberships, cycle to work, smart tech loans and much more Wage Stream You can access savings opportunities and early access to wages Health and Wellbeing Initiatives Our colleagues enjoy wellbeing campaigns throughout the year, with activities designed around our four pillars of wellbeing, these include career wellbeing, mental wellbeing, physical wellbeing and financial wellbeing Our client believes the wellbeing of our colleagues is vital to enable them to deliver to great services, all your benefits can be used inside and outside of work.

I'm currently recruiting for an experienced IFA Administrator to join a highly regarded Chartered Financial Planning firm based in Meriden.This is a great opportunity for an IFA Administrator looking to develop their technical knowledge, gain exposure to more complex financial planning and build a long-term career within wealth management.You'll join an established support team working alongside experienced Advisers and Paraplanners within a genuinely supportive and collaborative environment.The firm has a strong track record of developing its people, with members of the wider team progressing internally into Paraplanning and senior positions. The Role As an IFA Administrator, you'll provide dedicated administrative support to a Senior Financial Adviser helping to manage the full client journey and ensuring clients receive a first-class service.You'll work closely with Advisers, Paraplanners and the wider operations team, supporting complex financial planning cases and ensuring all administration is completed accurately and efficiently. Key Responsibilities: Provide dedicated administration support to a Senior Financial Adviser / Director Manage the end-to-end administration process across the client journey Prepare and process new business across pensions, investments and protection Liaise with clients, providers and internal teams Obtain policy information and valuations and support client queries Maintain accurate client records using Intelligent Office (IO) Support estate and wealth planning activities for a high-net-worth client base Prepare documentation for client meetings, reviews and ongoing servicing Work closely with Paraplanners to ensure smooth progression of client cases Ensure all administration meets FCA requirements and internal compliance standards About You The ideal candidate will have: Previous experience as an IFA Administrator within an IFA, wealth management or financial planning environment Experience supporting Financial Advisers and managing client administration processes Knowledge of pensions, investments and protection products Confidence liaising with clients, providers and internal teams Experience using Intelligent Office (IO) or a similar CRM system Strong organisational skills with excellent attention to detail A proactive approach with the ability to manage a varied workload A genuine desire to continue developing within financial services What's on Offer: Opportunity to join a highly regarded Chartered Financial Planning firm Exposure to a high-net-worth client base and complex financial planning cases Clear progression pathway, with previous Administrators progressing into Paraplanning and senior roles Supportive and collaborative working environment Opportunity to develop your technical knowledge and build a long-term career within wealth management To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on or At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. We're looking for a Corporate Benefits Administrator to join our growing Corporate Benefits team at Titan Wealth. This is a fantastic opportunity to build your career within a collaborative, fast-paced environment where you'll support the delivery of high-quality Group Risk and Healthcare solutions. You'll work closely with Consultants, clients and insurers to ensure a seamless service-playing a key role in managing client queries, supporting renewals and maintaining accurate scheme data. As part of our Client Support team, you'll be responsible for supporting a portfolio of clients across Group Risk and Healthcare schemes, ensuring a high standard of service and accuracy at all times. Responsibilities Act as a key point of contact for clients, handling day-to-day queries in a professional and timely manner Support the renewal process, including: Collecting and validating membership data Liaising with insurers for quotations Preparing draft recommendation reports Produce and issue annual accounts accurately and within agreed timescales Support Group Risk claims and underwriting processes, liaising with insurers and stakeholders Monitor outstanding payments and proactively follow up with clients Assist with invoicing, ensuring accuracy and timely processing Manage mid-term adjustments, including joiners and leavers across schemes Maintain accurate and up-to-date records across internal systems Build strong relationships with clients, consultants and insurers Prioritise workload effectively to meet deadlines across multiple client requirements What we're looking for Skills High attention to detail, particularly when working with complex data Strong organisational skills with the ability to manage multiple priorities Clear and professional communication, both written and verbal A methodical and structured approach to problem-solving Strong Excel and MS Office skills, with the ability to analyse and reconcile data Proactive mindset with a sense of ownership and accountability A collaborative team player who supports wider business goals Experience Essential: Experience in an administration or client support role Experience working to deadlines/SLA-driven environments Strong stakeholder management skills (internal and external) Experience maintaining accurate records and ensuring data integrity Ability to prioritise and manage workload effectively Awareness of regulatory principles (e.g. Treating Customers Fairly / Consumer Duty) Desirable: Experience within financial services or insurance Exposure to employee benefits or group risk administration Knowledge of: Group Income Protection (GIP) Group Life Assurance (GLA) Private Medical Insurance (PMI) Understanding of workplace pensions administration Experience supporting renewal processes Qualifications Relevant qualifications are desirable but not essential Working towards or holding a CII qualification would be advantageous Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Financial Planning Administrator Chester-le-Street Up to £ hours) Fully Office Based NJR Recruitment are delighted to be working with a well-established Financial Planning firm who are looking to recruit an Financial Planning Administrator to join their friendly and relaxed team based in Chester-le-Street. This is a great opportunity for an experienced administrator who is looking to develop their career within Financial Services. Previous Financial Services experience isn't essential - the key requirement is strong administration experience, excellent organisation and a professional, personable approach. You will work closely with and provide dedicated support to one Financial Adviser , gaining valuable exposure to the Financial Planning industry and developing your knowledge over time. The Role Your responsibilities will include: Providing day-to-day administrative support to the Financial Adviser Maintaining accurate client records and documentation Preparing and processing client paperwork Liaising with clients, providers and other third parties Assisting with client reviews and ongoing servicing Managing correspondence, emails and general administration Updating internal systems and maintaining accurate records Supporting the wider office team where required Ensuring work is completed accurately and within agreed timescales About You The firm is open to candidates from a range of backgrounds, so Financial Services experience isn't essential . We're looking for someone who has: Previous experience in an administrative role Excellent organisation and attention to detail Good written and verbal communication skills A friendly and professional approach to dealing with clients The ability to manage your own workload and prioritise effectively Good IT skills and confidence using Microsoft Office A genuine interest in developing a career within Financial Planning What's on Offer? Salary up to £23,600 for a 34-hour working week 25 days holiday plus bank holidays Private Medical Insurance Free on-site parking Fully office based Friendly, relaxed and supportive working environment Direct support and training from an experienced Financial Adviser Genuine opportunity for progression within the business over the next few years This is an excellent opportunity for someone who wants to build a long-term career within Financial Planning, joining a business that offers a relaxed working environment, strong support and the opportunity to develop your knowledge and responsibilities over time. If you're an experienced Administrator looking for your next step, we'd love to hear from you. Apply today or for a confidential discussion, please contact NJR Recruitment quoting NJR16912

HR Manager / People Manager - Essex - Successful growing company in the financial services sector - Salary up to £65k plus bonus, healthcare, pension and 30 days annual leave! - Hybrid working (3 days a week in the office) A fast growing financial services company based in Romford, Essex is looking for an experienced HR Manager to join their team. Reporting into the Head of HR role, the HR Manager will be responsible for managing a team of HR professionals to deliver operational HR across a multi site business. This is a great opportunity to join a forward thinking company that have a great culture and environment. Key responsibilities: - Managing and overseeing an HR team (Business Partners and Administrators) that are supporting multiple sites - Supporting with development of HR strategies and objectives - Implement HR policies and procedures - Provide guidance and support to the HR team and managers - Occasional travel to other UK sites and ensure sites are working collaboratively - Handling complex ER cases - Manage team performance - Playing a key role in advising senior stakeholders - Ensure the team are up to date on employment law and legislation - Develop employee engagement initiatives - HR reporting To be considered suitable for this HR Manager role you will need the following skills and experience: - HR managerial experience - leading small to medium size teams - Ability to commute to the Essex office 3 days a week with very occasional travel to other sites - Ideally experience in either financial services, professional services or insurance - Strong UK employment law knowledge - Background of managing complex ER cases - CIPD qualified - Innovative approach to HR - Prior experience as an HR Manager, People Manager, Head of People, Head of HR etc.

My client is currently looking for an experienced IFA Administrator to join their team in Blackpool. The successful candidate will provide administrative support to Financial Planners to help to deliver good client outcomes. Be the first point of contact with the financial planning team and product providers to deliver a first-class service to clients. THE ROLE Process new business for clients in a timely manner, ensuring all information provided is accurately reflected in the application paperwork and any other associated systems are updated. Be a first contact point for clients to handle general queries, escalating complex queries to the Planner, adapting your approach for clients in vulnerable circumstances Arrange client meetings, valuations, meeting packs and manage the Financial Planners diaries Prepare client application forms in line with suitability report recommendations Prepare letters of authority for signing Complete any required post meeting actions and minutes Provide additional support to the Financial Planners by attending client meetings, dealing with any administrative work for clients. Support the Financial Planners in submission of cases to the paraplanning team Support the Planner's workflow by efficient co-ordination of central services such as paraplanning, valuations, business processing etc Work collaboratively with colleagues to deliver good client outcomes EXPERIENCE Previous experience as an IFA Administrator Knowledge of Financial Planning products. Systems/Internal Processes -MS Office/Outlook - Proficient in Word and Excel Experience of XPlan (Desired) Experience of Cash-Flow system (Desired). Excellent interpersonal and communication skills Good knowledge of financial planning products Strong numerical skills Excellent accuracy and attention to detail Excellent planning and prioritisation skills Extensive Benefits Package Includes: Pension: Up to 7.5% employer matching (4.5% employee minimum contribution) Private Medical Insurance: Cover for employee, spouse/partner, and children via Vitality from day one Medical Cash Plan: Dental, eye care, physiotherapy, and more via Simply Health Life Assurance: 4x annual salary (from start date) 25 days holiday, increasing with tenure (+ bank holidays) Share Incentive Plan: Company matched shares (after 6 months) Electric Car Scheme, Cycle to Work, and Interest-Free Season Ticket Loan Enhanced Maternity & Paternity Leave Wellness Days, flu jabs, eye care vouchers Microsoft Office for home use Hybrid Working after probationary period Discounts on the company's own investment services Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Estate Agent Branch Sales Manager Just take a look at the extremely favorable working hours of Mondayto Friday from 9.00am to 5.30pm and you will only work every 3rd Sa turday from 9.00am to 2.00pm. Basic salary £27,500. On target earnings on offer of £40,000 55p per mile for business miles. Are you a Branch Manager wanting more or are you a high performing Assistant Branch Manager, Sales Manager or strong Lister wanting to progress with your career? Are you a DYNAMIC and INSPIRATIONAL leader of people? Estate Agent Branch Sales Manager This is a role for an enthusiastic, skilled and charismatic Estate Agent seeking a responsible role with a dynamic and growing business, where success, commitment and hard work is both recognised and rewarded. Estate Agent Branch Sales Manager From winning new business to motivating and getting the best out of your team, you will be expected to lead by example and must be professional in your approach to every aspect of the process of selling homes. Estate Agent Branch Sales Manager A minimum of 5 years experience in the Estate Agency industry is required and must include practical experience in valuations and instruction gaining. This is a great role to develop your management skills and help you move upwards on the career ladder. Estate Agent Branch Sales Manager Basic salary £27,500. On target earnings on offer of £40,000. 55p per mile for business miles. Working hours of Monday to Friday from 9.00am to 5.30pm and you will only work every 3rd Saturday from 9.00am to 2.00pm. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.

Property Manager Basic salary £32,000. Monday to Friday 8.30am to 6.00pm and 1 in 4 Saturdays from 8.30am to 4.00pm with then a full day off in lieu (5 day working week). You should be working within Residential Property Management. Primarily, the successful individual will be dealing with all maintenance based issues on a property portfolio. Property Manager You will work for a supportive company that encourages personal development and looks to support your career in the property industry. Property Manager Managing maintenance issues reporting back to both the landlord and tenant. Co-ordinating contractor diaries and ensuring reported maintenance issues are attended to and remedied in a timely fashion. Obtain maintenance quotes where necessary. Authorise invoices and utility bills. Deal with all landlord and tenant correspondence. Send out check out reports and negotiate deposit returns. Deal with initial complaints at early stages, where appropriate and able. Referral of sales leads. Property Manager A problem solver and someone who can diagnose basic repairs so as not to waste time. Excellent telephone manner. Good listening and communication skills. Ability to problem solve and diffuse situations. Professional approach to customer service. Strong time management skills. Working knowledge of Microsoft products, Word, Excel, Teams. Can-do attitude. Property Manager Basic salary £32,000. Monday to Friday 8.30am to 6.00pm and 1 in 4 Saturdays from 8.30am to 4.00pm with then a full day off in lieu (5 day working week). Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.

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 .

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

One of our longest standing City based Wealth Management clients is looking for an ambitious and career focused Financial Administrator that is looking for a route to becoming a Paraplanner. Having worked with closely with them for over 10 years we have placed nearly 60 people with them in this time and always describe the firm as a "career move" not just another job. Due to a recent promotion within their Financial Admin team, they are now looking for either a graduate with a year's internship experience within Wealth Management or a Financial Administrator that has gained up to 1 year's practical experience of Financial Administration. You will be working in a close-knit team that are very supportive and are managed by a really hands on person, that takes pride in training and supporting their team. The role is working alongside Paraplanners to help provided end to end administrative support for a team of Financial Advisers, where you will be able to build on your current technical knowledge and experience. As with the previous incumbent, there is a clear route through for someone to become a Paraplanner, so if you are in a dead-end job, or working for a firm that doesn't support and appreciate their staff, then this would be an excellent career move for you. Full on the job training will be provided along with study support for you to gain your level 4 diploma. To be eligible for this role, you will need a minimum of 6 months practical work experience within a Financial Services company, either as a Financial Administrator or intern and be a good team player and self-motivated. In return our client can give you a rewarding and enjoyable working environment that will help elevate your career.

Our client based in Warrington requires a Compliance Assistant/Administrator to join their existing team. Required to assist Financial Planners and Investment Managers where you'll play a vital role in supporting compliance and onboarding, carrying out thorough compliance of files generated. The role requires strong attention to detail and ideally an understanding of financial planning regulations and products. Preferable but not essential - CII PFS diploma qualified or equivalent A compliance or file checking background in Financial Services or similar Proficiency in Microsoft Office, especially Excel, Word, and Outlook Excellent numeracy and literacy skills Ideally educated to A-level standard, or equivalent Apply today with an up-to-date CV.

Job Title: Financial Services Administrator Industry: Financial Advice Location: Henley-in-Arden Salary: Up to £34,500 Reference Number: 10543 Recruit UK is working with a well-respected Wealth Management firm in Herley-in-Arden, offering an excellent opportunity for an experienced Financial Services Administrator to join their growing team. As a Financial Services Administrator, you will manage all aspects of financial services administration, including processing Letters of Authority, preparing client documentation, and liaising with providers and clients. Responsibilities Handle new business applications and liaise with providers to ensure timely completion. Prepare client appointment packs and manage adviser diaries. Ensure all documentation meets FCA regulatory standards. Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £34,500 depending on experience 22 days annual leave + bank holidays + Christmas closure Hybrid working Pension contributions Cashback healthcare scheme Funding and support towards professional qualifications Free on-site parking Skills and experience required: Minimum of 1 years' experience (or equivalent) as an Administrator within Financial Services Industry Strong organisational and interpersonal skills Experience utilising Intelligent office is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

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