195 jobs found

Mortgage and Protection Advisor - The Package: Basic salary between £25,000 £35,000 OTE of £80,000 £100,000+ Up to 30% commission on banked business (tiered structure) Full in-house admin support from appointment to completion High volume of quality leads no cold calling Big investment in marketing to help you convert more Real career progression and promotion potential Onsite parking Quarterly team socials and events Working Hours 8.45am - 5.30pm 5 days per week with 1 Saturday a month 10am - 3pm Mortgage and Protection Advisor - About the Company: You will be working with a directly authorised, fast-growing mortgage firm that s building a reputation for excellence, integrity, and results. With a huge influx of quality leads and big case sizes, this is a rare opportunity to join a high-performing team backed by robust admin support and serious investment in marketing. Clients come first of course - but so do Advisers If you re driven, CeMAP-qualified, and looking for a role where you can thrive both financially and professionally, you ll feel right at home here You ll be working with warm leads, engaging with clients both over the phone and face-to-face to help them secure the right mortgage and protection solutions. Supported by a dedicated admin team, you ll be free to focus on what you do best - giving expert advice, building relationships, and closing deals Mortgage and Protection Advisor - Key Responsibilities: Advise clients on a full range of mortgage and protection products Conduct thorough financial assessments and recommend tailored solutions Manage your pipeline from enquiry to completion with admin support Maintain strong relationships with clients, lenders, and insurers Stay current with market regulations and product changes Mortgage and Protection Advisor - The Successful Candidate: Minimum 12 months as a Mortgage & Protection Adviser Fully CeMAP qualified (or equivalent) Strong product knowledge and understanding of FCA regulations Confident communicator with a passion for customer service Self-starter who thrives in a fast-paced environment Able to work independently but loves being part of a team We re after someone who s experienced, motivated, and people-focused - someone who wants to build a long-term career in a high-performing team. If you re ready to step into a well-supported, well-paid, high-lead environment where you can do what you re great at and grow while doing it - we d love to hear from you Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 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 Adam Howes on LinkedIn.

Estate Agent Sales Manager To £30,000 Basic Salary commensurate with experience £50,000+ On Target Earnings Opportunity to progress to Branch Manager / Partner subject to performance 5 days a week including Saturday 9am to 6pm weekdays, 9am to 5pm Saturday, parking available Are you an existing Senior Negotiator with Property Listing/Valuation experience? Are you feeling unsettled or undervalued within your current position? Or, do you simply wish to progress your career in Estate Agency? If any of these apply, please send in your CV today! Estate Agent Sales Manager This is an exciting opportunity for Top Class Estate Agents to develop their career with an established, forward thinking independent Estate Agency. Estate Agent Sales Manager You will help manage the day to day Estate Agency business working closely with staff to maximise income and profit from a range of products and services. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Sales Manager - Key objectives: Responsibility to increase revenue and profitability through the achievement of agreed business targets Setting and reviewing performance standards Development of team members Implementing agreed business plans Listing and selling properties Maintain a compliant business Kings Permanent Recruitment for Estate Agents and Financial Services Professionals 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 Adam Howes on LinkedIn.

Property Lister On target earnings of £60,000 to £100,000. This is a tried and tested self-employed business model. The Directors currently also operate in a highly successful high street Estate Agency so they have experience in building a business. You will effectively be your own boss with full support so, you can work the hours and days you want. We are looking for experienced Estate Agents and Letting Agents with 2 years+ minimum experience who are capable of valuing and listing. Property Lister What's included: Market leading Street CRM. Branch page on high street Estate Agency website. Access to standard listings on Rightmove and Zoopla. Head office support / enquiry call handling. Discounted rates with a number of proptech suppliers. Property Management handled by an award winning team. Pay as you go sales progression (optional). Full training, mentoring and support services provided by the Directors with initial business and marketing planning meeting. Bi weekly zoom calls with the Directors plus other franchisees. Access to Rightmove s training platform to get a qualification for entry to The National Association of Estate Agents or Association of Residential Letting Agents. Do you want to be in charge of your own destiny along with your own salary working as a self-employed Estate Agent or Letting Agent? Have you always wanted to be involved in having a key share in your own Estate Agency? Property Lister Residential Sales - You will receive 70% commission paid on completion. Financial Services and Conveyancing - You will receive 70% commission paid on completion (if you they use their suggested providers). Residential Lettings - You will receive 70% commission paid on move in of the tenant subject to a tenancy set up fee £300 plus VAT. Property Management - You will receive 70% commission subject to a monthly management fee of 5% plus VAT (minimum fee £65 plus VAT) so basically anything you charge as a tenant fee over £300 you get to keep and any % above 5% on the monthly management fee is yours and it s a way for someone without the expertise or desire to do Lettings to build a management portfolio and so get a monthly income as well as a valuable asset without having to do the technical stuff. You keep ownership of your Lettings portfolio so you are building a business that you can sell. The Directors will have first refusal to buy this at a pre agreed rate. Property Management is done for you in house at Head Office. You will pay a monthly license fee £295 plus VAT. If in a calendar year your bank £100,000 (on sales bankings only) your commission will increase to 90% for the rest of that year. Property Lister You will be provided with all the tools of the trade for lead generation to include using artificial intelligence, CRM and social media training. You will need to be prepared to door knock both 'on market and 'off market properties to build your profile and be open to filming advertising videos, so as to promote to your core local market. Full support for you to grow your business and you will be shown how to send reminders and also use Facebook to your benefit. You will get heavily involved in marketing in your core postcode area on an ongoing basis. Property Lister On target earnings of £60,000 to £100,000. 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 Adam Howes on LinkedIn.

Property Lister On target earnings of £60,000 to £100,000. This is a tried and tested self-employed business model. The Directors currently also operate in a highly successful high street Estate Agency so they have experience in building a business. You will effectively be your own boss with full support so, you can work the hours and days you want. We are looking for experienced Estate Agents and Letting Agents with 2 years+ minimum experience who are capable of valuing and listing. Property Lister What's included: Market leading Street CRM. Branch page on high street Estate Agency website. Access to standard listings on Rightmove and Zoopla. Head office support / enquiry call handling. Discounted rates with a number of proptech suppliers. Property Management handled by an award winning team. Pay as you go sales progression (optional). Full training, mentoring and support services provided by the Directors with initial business and marketing planning meeting. Bi weekly zoom calls with the Directors plus other franchisees. Access to Rightmove s training platform to get a qualification for entry to The National Association of Estate Agents or Association of Residential Letting Agents. Do you want to be in charge of your own destiny along with your own salary working as a self-employed Estate Agent or Letting Agent? Have you always wanted to be involved in having a key share in your own Estate Agency? Property Lister Residential Sales - You will receive 70% commission paid on completion. Financial Services and Conveyancing - You will receive 70% commission paid on completion (if you they use their suggested providers). Residential Lettings - You will receive 70% commission paid on move in of the tenant subject to a tenancy set up fee £300 plus VAT. Property Management - You will receive 70% commission subject to a monthly management fee of 5% plus VAT (minimum fee £65 plus VAT) so basically anything you charge as a tenant fee over £300 you get to keep and any % above 5% on the monthly management fee is yours and it s a way for someone without the expertise or desire to do Lettings to build a management portfolio and so get a monthly income as well as a valuable asset without having to do the technical stuff. You keep ownership of your Lettings portfolio so you are building a business that you can sell. The Directors will have first refusal to buy this at a pre agreed rate. Property Management is done for you in house at Head Office. You will pay a monthly license fee £295 plus VAT. If in a calendar year your bank £100,000 (on sales bankings only) your commission will increase to 90% for the rest of that year. Property Lister You will be provided with all the tools of the trade for lead generation to include using artificial intelligence, CRM and social media training. You will need to be prepared to door knock both 'on market and 'off market properties to build your profile and be open to filming advertising videos, so as to promote to your core local market. Full support for you to grow your business and you will be shown how to send reminders and also use Facebook to your benefit. You will get heavily involved in marketing in your core postcode area on an ongoing basis. Property Lister On target earnings of £60,000 to £100,000. 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 Adam Howes on LinkedIn.

Financial Planner / IFA Doncaster £55,000 basic + bonus + benefits Existing client bank provided Immediate start available Are you an experienced Financial Adviser looking to focus on advising clients rather than generating leads? A fantastic opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Doncaster. This is an excellent opportunity to inherit an established client bank from day one and join a supportive, growing wealth management business. With a dedicated team of paraplanners and administrators handling much of the back-office work, you will have more time to do what you do best-build trusted client relationships and deliver high-quality financial advice. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client s individual goals and circumstances. Key Responsibilities Conducting detailed reviews of clients financial circumstances and objectives Preparing suitable financial plans and recommendations Completing detailed risk assessments Researching and recommending appropriate financial products and services Building and maintaining strong long-term client relationships Supporting clients in making informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing financial needs Liaising with providers, professional connections and internal teams Keeping up to date with industry regulations and market developments Producing clear and compliant financial reports About You Level 4 Diploma qualified in Financial Planning (minimum requirement) Chartered status advantageous but not essential Previous experience as a Financial Adviser / Financial Planner / IFA Strong knowledge of pensions, investments, tax planning and protection Excellent communication and relationship-building skills Professional, organised and client-focused approach Able to work independently whilst contributing positively to the wider team What s on Offer £55,000 basic salary depending on experience Bonus structure Existing client bank provided Full paraplanning and administrative support Established pipeline and long-term client relationships Supportive and established business environment Genuine long-term career prospects Additional benefits discussed at interview stage Interested in this Financial Planner role? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

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

Salary: £28,000 - £32,000 + Bonus + Excellent Benefits Dynamite Recruitment is delighted to be working in partnership with a highly respected and growing financial planning firm who are looking to recruit a Financial Services Administrator to join their supportive and close-knit team. This is an excellent opportunity for an experienced Financial Planning Administrator who enjoys the administrative and client servicing side of the industry and is looking to develop a long-term career in this area. Our client is particularly keen to speak with candidates who are passionate about delivering outstanding client support rather than pursuing a future adviser role. The Role As a Financial Planning Administrator, you will play a key role in supporting advisers and clients, ensuring a smooth and efficient service throughout the client journey. You will be responsible for a variety of administrative duties and will work closely with both internal colleagues and external providers. Key responsibilities will include: Preparing client documentation and reports Liaising with clients, providers, and third parties Maintaining accurate client records and databases Supporting advisers with day-to-day administration Monitoring workflows and ensuring tasks are completed within agreed timescales Providing a high level of client service and attention to detail About You To be considered for this position, you will ideally have: Previous experience within a Financial Services Administration role Good understanding of financial planning processes and administration Strong organisational and communication skills Excellent attention to detail and accuracy The ability to manage multiple priorities effectively A proactive and positive approach to work What's on Offer? Salary of £28,000 - £30,000 depending on experience Annual bonus opportunity of up to 10% 25 days annual leave plus Bank Holidays Private Medical Insurance Life Assurance Critical Illness Cover Supportive team culture and excellent working environment If you are an experienced Financial Services Administrator looking to join a business that genuinely values its people and offers a rewarding long-term career path, we would love to hear from you. Apply today or contact Tegan at Dynamite Recruitment for a confidential discussion.

IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Position Title: Senior Administrator / Budget Analyst Duration: Contract Location: Irvine, California USA Job Description: Support HDC budget tracking and monitoring, ensuring accurate and up-to-date records of expenditures Process and manage SAP transactions, including budget entries, cost tracking, and financial data updates for HDC Review and validate financial data to ensure accuracy and compliance with internal policies Assist with monthly budget reporting, reconciliation, and variance analysis Maintain organized documentations of financial records, invoices, and procurement activities Collaborate with Finance, Purchasing, and cross-functional teams to resolve budget or payment-related issues Support budget planning and forecasting activities as needed Identify discrepancies and proactively follow up to ensure timely resolution Assist in improving internal processes related to budget control, SAP usage, and reporting efficiency Plan and coordinate internal events and special programs (team events, workshops, VIP visits) Support Long & short-term business planning (including establishing and implementing of annual planning), budget projection, budget creation, completing report, financial management and bookkeeping Support investment consultation preparation (product, technology, fixed asset investment, and investment committee), Support monthly/ quarterly differential analysis, and financial reporting Filing for investment consultation report, PI, PO, RFQ, invoice, payroll, expense report, completion report, etc. Foster communication between the Client and counterparts Asset management - shipping and receiving design properties, renting and/or borrowing vehicles Assist design studio head and staff with administrative and operation side of business Given the nature of design studio environment with high stress and heavy workload, good communication skill and positive personality is a great asset Requirements: Bachelor's degree in Accounting, Finance, Business Administration, Economics, or a related field 1-5 years of relevant experience in Accounting, Finance Operations, Purchasing, or Administrative roles, with exposure to budgeting processes preferred Hands-on experience with SAP (or similar ERP systems) for financial transactions, budget tracking, and reporting Practical understanding of Procurement (PO) processes, including PR/PO creation, invoice processing, and payment tracking Solid knowledge of basic accounting principles Proficiency in Microsoft Office Suite, with strong Excel skills (e.g. formulas, data reconciliation, pivot tables) required Ability to monitor budgets, track expenditures, and maintain accurate financial records in real time Strong analytical skills with the ability to identify discrepancies, validate financial data, and support cost control measures High level of attention to detail and accuracy, especially in financial documentation and transaction processing Ability to manage multiple priorities while maintaining organized documentation and compliance with internal procedures Effective written and verbal communication skills Proactive and problem-solving mindset, with the ability to improve process efficiency Education: Bachelor's Degree Experience: Minimum 10+ Years We are an equal opportunity employer and do not discriminate based on race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, or veteran status. Employment is at will and may be terminated by either party at any time. We provide reasonable accommodations for qualified individuals with disabilities. Please contact us if you need assistance in the application process Must be authorized to work in the U.S.

IFA Administrator Sutton Coldfield (Office based) 28,000 to 35,000 depending on experience Ref: JC/BCR/32442a Bell Cornwall Recruitment are currently searching for an experienced IFA administrator or an administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different 'products' from Pensions, Investments, Protection and more. What we're looking for This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You'll have: Essential: Previous experience working as a Financial Services Administrator within an Independent Financial Adviser (IFA) or financial planning firm. Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications. A good understanding of pensions, investments, ISAs and protection products. Excellent organisational skills and exceptional attention to detail. Strong communication and customer service skills. What you'll be doing Your responsibilities will include: Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person. Managing advisers' diaries and arranging client meetings. Preparing client meeting packs, valuations and review documentation. Processing new business for pensions, investments, ISAs and protection policies. Submitting applications and ensuring all documentation is accurate and compliant. Monitoring applications through to completion and keeping clients and advisers updated on progress. Using provider platforms to obtain valuations, process transactions, request information and service existing business. Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information. Preparing paperwork for annual reviews and ongoing client servicing. If you are an IFA Administrator or if you have admin and secretarial experience from a financial planning firm please apply now! INDHP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. The Business Processing Team Leader is responsible for leading and managing the national Business Processing Team - the specialist back-office function within Central Business Operations that owns all post-acceptance processing across the Wealth Advice Division. The role exists to ensure that every new business case is processed accurately, on time, and to a consistent standard across all 22,500 client households. The Team Leader is the single point of accountability for best execution compliance, fee accuracy, IO data integrity, and tracker management - and is the primary link between the Business Processing function and Central Business Operations leadership. Key Responsibilities Team Leadership and People Management Lead, manage, and develop the Business Processing Team. Set clear performance expectations for every team member against the six-step processing standard. Conduct regular one-to-ones, performance reviews, and development conversations. Monitor individual and team throughput, quality, and SLA compliance on a daily basis. Manage absence, capacity, and workload allocation across the team. Support the onboarding and training of new team members onto all relevant platforms and processes. Processing Quality and Oversight Own and maintain the six-step processing standard - Check, Fees, Submit, Monitor, Update, Close - ensuring every case follows the same process without exception. Conduct weekly audits of completed cases to verify quality, accuracy, and data cleanse compliance. Ensure that Step 6 record closure and IO data cleanse is completed on every case on the day of settlement. Identify and address recurring error types through targeted training and process updates. Act as the escalation point for all processing exceptions, provider delays, and compliance concerns. Ensure best execution timelines are monitored and met on every transfer case. Case Tracker and Visibility Own and maintain the central case tracker, ensuring every live case has a current status at all times. Ensure all Client Service colleagues have accurate, up-to-date visibility of every case in their adviser's pipeline. Escalate any case where best execution, fee accuracy, or data quality is at risk. Performance Reporting and MI Produce regular MI for the Head of Central Operations covering case volumes, same-day submission rates, error rates, fee accuracy, record closure rates, and best execution compliance. Identify trends in processing data that indicate systemic issues - with providers, case types, or the submission process - and raise them proactively. Provide input into the post-pilot review of the Business Processing model, including actual case time data and throughput figures. Process Improvement and Technology Continuously identify opportunities to improve processing speed, accuracy, and consistency. Work with Business Operations and technology teams to identify candidates for straight-through processing automation on the Third platform. Maintain up-to-date process documentation, submission guides, and training materials for all platforms in scope. Support the consolidation of business onto the Third platform, ensuring team processes are updated as provider platforms change. Critical Knowledge Investment platform processing, new business submission, and provider transfer processes within Wealth. IO or equivalent back-office CRM and portfolio management system. Best execution obligations in a regulated advice context. Quality control and audit frameworks in high-volume operational environments. Performance MI design and reporting in a processing or operations function. Critical Skills Proven ability to lead and manage a small specialist team in a regulated financial services environment. Strong quality control and accuracy management capability. Ability to design and maintain repeatable processes that scale with volume. Clear, confident communication with operational colleagues and senior stakeholders. Calm, delivery-focused leadership style suited to high-volume, deadline-driven environments. Experience Required Experience in a financial services operations, processing, or back-office role. Experience managing or leading a small team in a regulated environment. Demonstrable track record of maintaining accuracy and quality under volume pressure. Experience working with investment platforms and provider submission processes. Experience producing performance MI and using data to manage operational quality Qualifications (Essential and Desirable) Essential Strong general education with substantial relevant experience in financial services operations or processing within a regulated environment. Desirable Relevant financial services qualifications (e.g. CF1, R01, or equivalent). Experience working with the Third platform or equivalent wrap platform. Leadership or operational management development Key Interfaces (Internal and External) Head of Central Operations - direct line manager; performance reporting, escalation, strategic input Business Processing Administrators - direct reports Client Service colleagues across the Wealth Advice Division - receive packaged cases; provide tracker updates Wealth Advice Division leadership - regular MI reporting; exception escalation Provider platforms (Third and others) - oversight of submissions and SLA performance Business Operations - process governance, compliance oversight, technology roadmap

Who we are: Wainwright s Bee Farm is a family business, started with two hives back in 1977, we now have our hives on farms across the UK, producing beautiful honey from the wildflowers and fields the bees find. Back in Aberystwyth we built our honey factory where we pack up the honey into jars and despatch pallets to shops and supermarkets. Every year the bees thrive and produce more honey and the customers keep coming back for more and more jars, so our factory team is growing too. Based at the honey factory near Aberystwyth you will play a key role in the office team, ensuring honey gets to the customers on time, and we have enough jars lids and labels flowing into the warehouse. What you ll be doing: Co-ordinating deliveries to customers Purchasing inputs and packaging materials Maintaining financial records accurately on QuickBooks software. Calculating the payroll monthly. Financial planning, monitoring cash flow, budgets etc Working with the Founder to move the company forward. Who we are looking for: Someone with experience of financial and office management Someone who can quickly learn to use our financial toolkit system Someone who wants to develop and build our office systems using initiative and attention to detail. Someone flexible and able to solve problems, wherever they arise Someone who will feel at home and thrive, in our artisan, entrepreneurial, family business. Hours of work: Ideally Monday to Friday 9.00am- 5.00pm, but some flexibility is possible. Salary: £31,000 to £37,000 depending on experience.

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

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

Financial Services Administrator - Wanted - Immediate Start! Leicester Based Salary: £30,000-£35,000 Permanent, Full-Time Are you an experienced Financial Services Administrator? Regional Recruitment is recruiting for an established and growing financial planning firm. They are seeking a skilled Financial Services Administrator to support advisers and deliver an exceptional client experience. This is an excellent opportunity to join a professional office environment and play a key role in supporting the financial planning process while contributing to the continued growth of the business. What's on Offer: Competitive salary 25 days annual leave plus bank holidays Company pension scheme Private medical insurance Qualifications Essential: Minimum 5 years' experience within a financial services role Strong understanding of financial planning processes and client documentation Excellent organisational skills with a high level of accuracy and attention to detail Desirable: Experience with financial planning tools, research software, or cashflow modelling systems Knowledge of investment, pension and protection products Roles & Responsibilities Act as the first point of contact for clients via telephone, email, and in person Manage incoming and outgoing correspondence, including post and electronic communications Maintain accurate client records and upload documentation to internal systems Liaise with providers to obtain policy information and progress outstanding requests Process letters of authority and maintain client documentation Support advisers with file preparation, client reviews, and post-meeting administration Prepare portfolio summaries, valuations, and annual review documentation Attend meetings when necessary to provide administrative support to advisers Requirements The successful candidate will be proactive, professional, highly organised, and capable of managing multiple priorities in a fast-paced financial services environment. About Regional Recruitment This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors. If this Financial Services Administrator role is right for you - Click to apply below. Alternatively contact Chloe Raitt in the Commercial team on (phone number removed). To explore more roles available across the UK, please visit (url removed).

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details

Hours: Monday - Thursday (09:00 - 17:00) and Friday (09:00 - 16:00) Experience: Financial Services Administrator, IFA Administrator, Wealth Management, Financial Planning, Client Services, Financial Advisors The Opportunity Thompson & Terry Recruitment are proud to be working with a well-established Wealth Management practice who are looking to recruit an experienced and organised Financial Services Administrator to join their team based in Hambledon. As Financial Services Administrator, your role will be focused on supporting a team of Financial Planners in delivering a high-quality, efficient, and professional service to clients. You will be responsible for preparing client documentation, processing new business, liaising with providers, maintaining accurate client records, and supporting both advisers and the wider client servicing team. This is an excellent opportunity for an individual who has previous experience within a financial planning or wealth management environment and is looking to further their career within a supportive and professional firm. The role offers exposure to all aspects of financial planning administration, with the opportunity for ongoing development and progression. The Company Thompson & Terry Recruitment's client is a well-established and highly successful financial planning business based in Hambledon. They are a people-focused business with a strong reputation for high-quality advice, long-term relationships and exceptional service. As they continue to grow, they are looking to appoint a Financial Services Administrator who can bring organisation, and a high-quality approach to the role. Our client are so proud of their culture, where all their people are driven, committed and collaborative. In return, they offer a strong basic salary and impressive benefits package, which includes an enhanced pension, private medical insurance and a big focus on work/life balance. Requirements Previous experience within a financial planning or wealth management environment Strong organisational skills, with excellent attention to detail A proactive and positive approach to work Confident communicator, both written and verbal Ability to manage multiple tasks and work effectively in a fast-paced environment A client-focused mindset, with a desire to deliver excellent service Thompson & Terry Ltd, trading as Thompson & Terry Recruitment are an Abingdon-based recruitment agency specialising in placing candidates into roles across Oxfordshire and beyond. We typically recruit for Office Administration Jobs, Sales Jobs, Marketing Jobs, Biotech Jobs, and Executive Search appointments. No terminology used in this advert is intended to discriminate on the grounds of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex or sexual orientation. Applications from all suitably qualified individuals are encouraged. If you have any accessibility requirements or would like to discuss reasonable adjustments in the recruitment process, please let us know. PLEASE NOTE: Due to a high volume of applications, if you have not heard from us within 5 working days, unfortunately, your application has been unsuccessful at this time.

Events Administrator Leicester City Centre / Hybrid C £32,500 p.a. DOE Do you thrive in fast-paced environments where organisation and attention to detail are critical to success? Would you love to play a key role behind the delivery of high-profile national and international events? Are you looking for a varied opportunity where no two projects, clients or days are ever the same? The Company: ER Recruitment are excited to be working with our client, a dynamic and growing events and brand management agency delivering end-to-end solutions across events, production, PR and brand experiences. The business is now expanding its operational capability with a brand new Events Administrator role to support continued growth. Role & Responsibilities of the Events Administrator: Provide direct administrative and logistical support to 3 Project Managers across multiple live events Support venue sourcing, supplier coordination, catering research and logistics planning Manage attendee registration processes using systems such as Cvent, Eventbrite or internal CRM tools Maintain accurate event documentation including delegate packs, travel arrangements, name badges and event collateral Support budget tracking and financial administration, updating spreadsheets and highlighting variances Assist with coordination of site visits, transport and accommodation arrangements Collate and manage RAMS and compliance documentation from third-party suppliers Provide on-site and virtual event support as required (3 5 times per year) Maintain accurate databases of suppliers and event assets for future projects About You as the Events Administrator: Previous events administration experience Exceptionally organised with the ability to manage multiple deadlines and conflicting priorities Highly detail-focused with strong accuracy across logistics, documentation and scheduling Confident managing supplier and stakeholder relationships professionally Experience supporting budgets, purchase orders or financial tracking would be advantageous Strong digital skills including Google Sheets, CRM or ticketing platforms Adaptable, resilient and comfortable working within a fast-moving and evolving industry Able to bring a proactive, creative and solutions-focused approach to projects Willingness to occasionally travel within the UK or internationally in support of events Additional Benefits: 27 days holiday (rising to 30) plus bank holidays Workplace pension (auto-enrolment) Weekly wellbeing and PT sessions during work time Flexible working hours (8:30 5:00 or 9:00 5:30) Hybrid working 1 day WFH (Wednesday) Exposure to national and international events Please note by applying for this role you give consent for ER Recruitment to retain your CV for up to 24 months for the purposes of assisting you to find your next role unless you notify us otherwise. While we aim to get back to all applicants, if you do not receive a response within 7 working days then unfortunately your application has been unsuccessful on this occasion. We are here to help with your career so please send a copy of your CV to us. If you know of anyone else who is looking for their next opportunity, please feel free to refer them to us or pass on our details. We look forward to hearing from you.

Account Manager - 6 Month FTC Location: Aston Clinton Salary: 32,000 per annum Contract: 6-month fixed-term contract Job Type: Full-time We are currently recruiting for an Account Manager to join a busy and growing team based in Aston Clinton on a 6-month fixed-term contract with the possibilty to go perm! This is a varied role where you'll be responsible for managing key client accounts, building strong relationships and making sure every order and event is delivered smoothly from start to finish. You'll work closely with clients, warehouse teams, drivers, crew and suppliers, so this role would suit someone who is organised, proactive and confident communicating with a wide range of people . The Role As an Account Manager, your responsibilities will include: Managing day-to-day communication with key clients and responding to enquiries promptly and professionally Taking ownership of the full client order lifecycle, from initial requirements through to completion Planning ahead to ensure staffing, drivers, equipment and logistics are in place for upcoming events Identifying potential issues early and putting solutions in place before they become a problem Supporting clients, drivers, crew and couriers throughout events Organising regular client calls to review service, identify upselling opportunities and forecast future business Working within agreed client budgets Preparing Health & Safety reports, risk assessments and method statements Maintaining accurate stock and equipment information Completing monthly reports, KPIs and financial information within required deadlines Working closely with the warehouse team to ensure orders are delivered on time and in full Booking and coordinating drivers, external crew and suppliers where required Making sure all relevant documentation and information is shared with the appropriate teams Providing support and guidance to administrators and other Account Managers Helping to ensure the wider office team meets its daily tasks and deadlines About You We're looking for someone who is: Experienced in FMCG, brand events or trade show environments Highly organised with excellent attention to detail Confident communicating with clients and internal teams Proactive and comfortable working in a fast-paced environment Able to manage multiple accounts, deadlines and priorities at once Confident using Microsoft Office, particularly Excel Commercially aware and comfortable working within budgets Able to identify problems and find practical solutions A strong team player who is happy to support colleagues when needed Working Hours The role may occasionally require flexibility outside normal working hours, including some evenings during the week and weekend work as part of a team rota. Apply Today If you're an experienced Account Manager looking for a 6-month fixed-term opportunity where you can make an immediate impact, we'd love to hear from you. Apply today to be considered for this exciting opportunity. INDCOM Planet Recruitment is acting as an Employment Business in relation to this vacancy.

Senior Lettings Negotiator Basic salary £30,000 plus £1,800 car allowance. On target earnings of £40,000. The role will be ideal for either a Lettings Negotiator looking to make the next step in their career who wants to be carrying out Lettings valuations or someone currently working as a Senior Lettings Negotiator but within an environment which is failing to recognise their full potential, provide the necessary training and support required or limited opportunity to improve earning potential. Senior Lettings Negotiator If you consider yourself to be a team player then we have a refreshing position available for a multi skilled Letting Agent with strong selling and closing skills. Senior Lettings Negotiator From winning new business to motivating your colleagues you must be professional in your approach to every aspect of the process of letting homes. Senior Lettings Negotiator All staff are expected to be all-rounders so basically everyone in the office can do everyone else's job. Senior Lettings Negotiator Basic salary £30,000 plus £1,800 car allowance. On target earnings of £40,000. 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.