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IFA Administrator
Search Crank, Merseyside
IFA Administrator Location: St Helens (Rainford) Salary: 28,000 - 30,000 (DOE) Contract: Full-Time Permanent Hours: Monday to Friday, 9:00am - 5:00pm Fully Office-Based An excellent opportunity has arisen for an experienced IFA Administrator or Financial Services Administrator to join a busy and professional wealth management environment in St Helens. This role is ideally suited to someone with previous experience supporting Financial Advisers or working within financial services administration who is looking to further develop their career within a client-focused and highly regulated sector. The Role As an IFA Administrator, you will provide comprehensive support to Financial Advisers, ensuring the smooth processing of new business, ongoing client servicing, and compliance with regulatory requirements. You will be responsible for maintaining strong relationships with clients and providers while delivering a high standard of administrative support across pensions, investments, protection and savings products. Key Responsibilities Manage new business applications across pensions, investments, protection and savings products. Liaise with providers, clients and advisers to ensure cases progress efficiently. Process letters of authority, transfers and ongoing servicing requests. Maintain accurate client records and update CRM systems. Prepare client documentation, review packs and correspondence. Arrange client meetings and manage adviser diaries. Support annual reviews and ongoing client service activities. Complete AML and compliance checks, ensuring FCA and GDPR requirements are met. Assist advisers with meeting preparation and administrative follow-up. Monitor workflows and ensure tasks are completed within agreed timescales. About You We are looking for candidates with: Previous experience as an IFA Administrator, or significant experience within Financial Services Administration Knowledge of pensions, investments and protection products Strong organisational and time-management skills Excellent attention to detail and accuracy Experience using CRM systems and Microsoft Office applications Professional communication and client service skills The ability to manage multiple priorities and work to deadlines Desirable Previous experience within an Independent Financial Adviser practice Knowledge of FCA regulations and Consumer Duty requirements Experience using systems such as Intelligent Office, FE Analytics or Defaqto Financial services qualifications, or an interest in working towards CII qualifications What's on Offer? Salary of 28,000 - 30,000 , depending on experience Potential team performance bonus Full-time, permanent position Monday to Friday, 9:00am - 5:00pm Fully office-based in St Helens (Rainford) Opportunity to develop within a supportive and professional financial services environment If you feel like this is the right fit for the next step in your career, I'd love to hear from you. To apply, please contact Jessica Haslam at Search Recruitment. Email: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Aug 17, 2026
Full time
IFA Administrator Location: St Helens (Rainford) Salary: 28,000 - 30,000 (DOE) Contract: Full-Time Permanent Hours: Monday to Friday, 9:00am - 5:00pm Fully Office-Based An excellent opportunity has arisen for an experienced IFA Administrator or Financial Services Administrator to join a busy and professional wealth management environment in St Helens. This role is ideally suited to someone with previous experience supporting Financial Advisers or working within financial services administration who is looking to further develop their career within a client-focused and highly regulated sector. The Role As an IFA Administrator, you will provide comprehensive support to Financial Advisers, ensuring the smooth processing of new business, ongoing client servicing, and compliance with regulatory requirements. You will be responsible for maintaining strong relationships with clients and providers while delivering a high standard of administrative support across pensions, investments, protection and savings products. Key Responsibilities Manage new business applications across pensions, investments, protection and savings products. Liaise with providers, clients and advisers to ensure cases progress efficiently. Process letters of authority, transfers and ongoing servicing requests. Maintain accurate client records and update CRM systems. Prepare client documentation, review packs and correspondence. Arrange client meetings and manage adviser diaries. Support annual reviews and ongoing client service activities. Complete AML and compliance checks, ensuring FCA and GDPR requirements are met. Assist advisers with meeting preparation and administrative follow-up. Monitor workflows and ensure tasks are completed within agreed timescales. About You We are looking for candidates with: Previous experience as an IFA Administrator, or significant experience within Financial Services Administration Knowledge of pensions, investments and protection products Strong organisational and time-management skills Excellent attention to detail and accuracy Experience using CRM systems and Microsoft Office applications Professional communication and client service skills The ability to manage multiple priorities and work to deadlines Desirable Previous experience within an Independent Financial Adviser practice Knowledge of FCA regulations and Consumer Duty requirements Experience using systems such as Intelligent Office, FE Analytics or Defaqto Financial services qualifications, or an interest in working towards CII qualifications What's on Offer? Salary of 28,000 - 30,000 , depending on experience Potential team performance bonus Full-time, permanent position Monday to Friday, 9:00am - 5:00pm Fully office-based in St Helens (Rainford) Opportunity to develop within a supportive and professional financial services environment If you feel like this is the right fit for the next step in your career, I'd love to hear from you. To apply, please contact Jessica Haslam at Search Recruitment. Email: (url removed) 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.
CATCH 22
Facilities Helpdesk Administrator
CATCH 22 Wishaw, Lanarkshire
Catch 22 are working with a Facilities Management organisation to recruit Facilities Management Helpdesk Administrators on an initial 6-month contract . This role is ideal for candidates with experience using their CAFM software and a strong administrative background within Facilities Management. You will play a key role in ensuring the CAFM system is fully up to date, accurately maintainingcompliance records, PPM schedules, and reactive maintenance data. Key Responsibilities: Updating and maintaining the CAFM system Managing compliance, PPM and reactive maintenance records Ensuring data accuracy and supporting ongoing system administration Helping bring historical records up to date and maintaining data quality standards Requirements: Previous experience using MRI Evolution CAFM System is desirable Background in Facilities Management or maintenance helpdesk environments Strong attention to detail and data administration skills Ability to work independently and manage workloads effectively In return, our client is offering an hourly rate between £15.00 - £17.00 per hour. This is an excellent opportunity to join a busy FM team and support a key project focused on compliance and asset data management.
Aug 17, 2026
Contractor
Catch 22 are working with a Facilities Management organisation to recruit Facilities Management Helpdesk Administrators on an initial 6-month contract . This role is ideal for candidates with experience using their CAFM software and a strong administrative background within Facilities Management. You will play a key role in ensuring the CAFM system is fully up to date, accurately maintainingcompliance records, PPM schedules, and reactive maintenance data. Key Responsibilities: Updating and maintaining the CAFM system Managing compliance, PPM and reactive maintenance records Ensuring data accuracy and supporting ongoing system administration Helping bring historical records up to date and maintaining data quality standards Requirements: Previous experience using MRI Evolution CAFM System is desirable Background in Facilities Management or maintenance helpdesk environments Strong attention to detail and data administration skills Ability to work independently and manage workloads effectively In return, our client is offering an hourly rate between £15.00 - £17.00 per hour. This is an excellent opportunity to join a busy FM team and support a key project focused on compliance and asset data management.
Construction Resources
Repairs Supervisor
Construction Resources
Repairs Supervisor Location: Hatfield Salary: Up to £45,000 depending on experience Job Type: Permanent, Full-Time We are recruiting on behalf of an established property services contractor delivering responsive repairs, planned maintenance and refurbishment services across the social housing sector. Due to continued growth, they are looking for an experienced Repairs Supervisor to oversee subcontractors delivering damp and mould repairs and maintenance across the Hatfield area. The Role This is a hands-on supervisory position, ideal for someone with strong multi-trade knowledge and experience managing a mobile workforce. You will be responsible for day-to-day performance, quality and service delivery, ensuring works are completed safely, efficiently and to a high standard. Key Responsibilities Supervise subcontractors delivering damp and mould repairs and maintenance. Ensure works are completed on time and to specification. Monitor productivity, performance and quality through regular site visits. Review completed works, coding accuracy and variations. Liaise with planners, administrators and client teams to maintain an efficient workflow. Ensure all works comply with Health & Safety, quality and regulatory requirements. Deliver toolbox talks, risk assessments and site inspections. Support resource planning and coordination. Maintain strong relationships with residents, clients and colleagues. Mentor apprentices and support the development of team capability. Requirements Previous experience as a Repairs Supervisor or Senior Operative within social housing or property maintenance. Strong technical knowledge across multiple trades. Good understanding of Health & Safety, RAMS and compliance procedures. Experience managing teams and monitoring performance. Strong communication and organisational skills. IT literate, including Microsoft Office and mobile work management systems. CSCS card. SSSTS, SMSTS and/or IOSH Managing Safely preferred. Full UK Driving Licence. What's on Offer Salary up to £45,000 depending on experience. Company van and fuel card for work purposes. 25 days' annual leave plus bank holidays. Up to £2,000 colleague referral fee. Long-service awards. Employee discounts and wellbeing benefits. 1 paid volunteer day per year. Ongoing training, support and progression opportunities.
Aug 17, 2026
Full time
Repairs Supervisor Location: Hatfield Salary: Up to £45,000 depending on experience Job Type: Permanent, Full-Time We are recruiting on behalf of an established property services contractor delivering responsive repairs, planned maintenance and refurbishment services across the social housing sector. Due to continued growth, they are looking for an experienced Repairs Supervisor to oversee subcontractors delivering damp and mould repairs and maintenance across the Hatfield area. The Role This is a hands-on supervisory position, ideal for someone with strong multi-trade knowledge and experience managing a mobile workforce. You will be responsible for day-to-day performance, quality and service delivery, ensuring works are completed safely, efficiently and to a high standard. Key Responsibilities Supervise subcontractors delivering damp and mould repairs and maintenance. Ensure works are completed on time and to specification. Monitor productivity, performance and quality through regular site visits. Review completed works, coding accuracy and variations. Liaise with planners, administrators and client teams to maintain an efficient workflow. Ensure all works comply with Health & Safety, quality and regulatory requirements. Deliver toolbox talks, risk assessments and site inspections. Support resource planning and coordination. Maintain strong relationships with residents, clients and colleagues. Mentor apprentices and support the development of team capability. Requirements Previous experience as a Repairs Supervisor or Senior Operative within social housing or property maintenance. Strong technical knowledge across multiple trades. Good understanding of Health & Safety, RAMS and compliance procedures. Experience managing teams and monitoring performance. Strong communication and organisational skills. IT literate, including Microsoft Office and mobile work management systems. CSCS card. SSSTS, SMSTS and/or IOSH Managing Safely preferred. Full UK Driving Licence. What's on Offer Salary up to £45,000 depending on experience. Company van and fuel card for work purposes. 25 days' annual leave plus bank holidays. Up to £2,000 colleague referral fee. Long-service awards. Employee discounts and wellbeing benefits. 1 paid volunteer day per year. Ongoing training, support and progression opportunities.
WEALTHLINK RECRUITMENT LTD
Financial Services Administrator / IFA Administrator
WEALTHLINK RECRUITMENT LTD Sheffield, Yorkshire
Financial Services Administrator / IFA Administrator Location: Sheffield (Office-Based) Salary: £28,000 - £33,000 DOE Job Type: Full-Time Permanent Financial Services Administrator IFA Administrator Wealth Management Financial Planning Are you an experienced Financial Services Administrator looking to join a professional, supportive and growing financial planning firm? We're looking for a proactive and organised IFA Administrator to become a key member of our client support team, providing high-quality administrative support to Financial Advisers and helping deliver an exceptional client experience. This is an excellent opportunity for someone with experience in an Independent Financial Adviser (IFA) or Wealth Management environment who enjoys working in a fast-paced office and wants to continue developing their career. Why Apply? Salary £28,000 - £33,000 (DOE) Fully office-based in Sheffield Flexible working hours with core office hours of 10:30am - 4:00pm Study support towards professional qualifications 25 days holiday plus bank holidays Option to purchase up to 5 additional days annual leave Pension scheme Health Cash Plan Life Assurance (4x salary) Eye care support Regular social events Volunteering opportunities Staff discounts on Wills, LPAs and residential mortgages The Role Working closely with Financial Advisers and the wider support team, you'll play a vital role in ensuring clients receive a seamless and professional service. Key Responsibilities Managing client records using Intelligent Office (IO) and back-office systems Confirming client meetings and preparing electronic client files Requesting policy information and managing Letters of Authority through to completion Liaising with clients, providers and third parties Producing provider illustrations, application packs and client presentation documents Processing new business applications from submission through to completion Monitoring new business pipelines and chasing providers where required Supporting protection underwriting cases Preparing annual review documentation and post-review correspondence Supporting group pension and employee benefit schemes, including renewals and new scheme setup Managing incoming correspondence, post and office administration Responding to adviser and client requests promptly and accurately About You We're looking for someone who can hit the ground running and has experience working within a regulated financial services environment. Essential Minimum 3 years' experience within Financial Services Previous experience as a Financial Services Administrator , IFA Administrator , Wealth Management Administrator or Financial Planning Administrator Excellent organisational and communication skills High attention to detail Strong administration and client service skills Confident liaising with providers, advisers and clients Desirable Knowledge of FCA regulations and compliance requirements Senior Financial Services Administration or Paraplanning experience Experience using Intelligent Office (IO) or similar back-office systems If you're looking to join a business that genuinely invests in its people, offers excellent benefits and provides long-term career development within financial planning, we'd love to hear from you. Apply today for immediate consideration.
Aug 17, 2026
Full time
Financial Services Administrator / IFA Administrator Location: Sheffield (Office-Based) Salary: £28,000 - £33,000 DOE Job Type: Full-Time Permanent Financial Services Administrator IFA Administrator Wealth Management Financial Planning Are you an experienced Financial Services Administrator looking to join a professional, supportive and growing financial planning firm? We're looking for a proactive and organised IFA Administrator to become a key member of our client support team, providing high-quality administrative support to Financial Advisers and helping deliver an exceptional client experience. This is an excellent opportunity for someone with experience in an Independent Financial Adviser (IFA) or Wealth Management environment who enjoys working in a fast-paced office and wants to continue developing their career. Why Apply? Salary £28,000 - £33,000 (DOE) Fully office-based in Sheffield Flexible working hours with core office hours of 10:30am - 4:00pm Study support towards professional qualifications 25 days holiday plus bank holidays Option to purchase up to 5 additional days annual leave Pension scheme Health Cash Plan Life Assurance (4x salary) Eye care support Regular social events Volunteering opportunities Staff discounts on Wills, LPAs and residential mortgages The Role Working closely with Financial Advisers and the wider support team, you'll play a vital role in ensuring clients receive a seamless and professional service. Key Responsibilities Managing client records using Intelligent Office (IO) and back-office systems Confirming client meetings and preparing electronic client files Requesting policy information and managing Letters of Authority through to completion Liaising with clients, providers and third parties Producing provider illustrations, application packs and client presentation documents Processing new business applications from submission through to completion Monitoring new business pipelines and chasing providers where required Supporting protection underwriting cases Preparing annual review documentation and post-review correspondence Supporting group pension and employee benefit schemes, including renewals and new scheme setup Managing incoming correspondence, post and office administration Responding to adviser and client requests promptly and accurately About You We're looking for someone who can hit the ground running and has experience working within a regulated financial services environment. Essential Minimum 3 years' experience within Financial Services Previous experience as a Financial Services Administrator , IFA Administrator , Wealth Management Administrator or Financial Planning Administrator Excellent organisational and communication skills High attention to detail Strong administration and client service skills Confident liaising with providers, advisers and clients Desirable Knowledge of FCA regulations and compliance requirements Senior Financial Services Administration or Paraplanning experience Experience using Intelligent Office (IO) or similar back-office systems If you're looking to join a business that genuinely invests in its people, offers excellent benefits and provides long-term career development within financial planning, we'd love to hear from you. Apply today for immediate consideration.
WEALTHLINK RECRUITMENT LTD
IFA Administrator (Part-Time)
WEALTHLINK RECRUITMENT LTD Malmesbury, Wiltshire
Financial Services Administrator (Part-Time) Location: Malmesbury, Wiltshire Salary: £30,000 - £35,000 pro rata (dependent on experience) Hours: Part-time - 3 days per week (flexible working pattern) Working Arrangement: Office-based initially, with the opportunity for hybrid working (1 day per week from home) following successful completion of probation What's On Offer Competitive salary of £30,000 - £35,000 pro rata depending on experience Flexible part-time working arrangement (3 days per week) Flexibility around working days and hours, with Fridays required Office-based role within a professional financial services environment Hybrid working opportunity following successful completion of probation Opportunity to join an established and successful team Supportive working environment with long-term career stability About You You will be an experienced Financial Services Administrator who takes pride in delivering a high level of service and enjoys being part of a close-knit team. You will be organised, dependable and able to work independently while managing a varied workload. About the Opportunity An established and highly regarded independent financial services firm based in Malmsbury is looking to appoint an experienced Financial Services Administrator to join their professional and friendly team. This is an excellent opportunity for an experienced administrator who is looking for a part-time role within a supportive environment, where they can play a key role in delivering an excellent service to clients and supporting experienced Financial Advisers. The working pattern is flexible, with the successful candidate able to agree suitable days and hours around their requirements; however, availability to work on a Friday will be essential. The Role Working closely with Financial Advisers and the wider support team, you will provide high-quality administrative support across the full client journey. You will be responsible for ensuring client cases are processed efficiently, records are maintained accurately, and clients receive a professional and timely service. The role would suit an experienced Financial Services Administrator who enjoys working within a client-focused environment and has a strong understanding of the requirements of an IFA or wealth management business. Key Responsibilities Providing comprehensive administrative support to Financial Advisers Managing client administration throughout the financial planning process Preparing client documentation, reports and correspondence Processing new business applications and tracking cases through to completion Liaising with pension providers, investment platforms, insurers and other third parties Maintaining accurate client records and updating internal systems Preparing meeting packs and adviser support documentation Supporting ongoing client reviews and servicing requirements Assisting with compliance-related administration and ensuring FCA processes are followed Handling client queries professionally and providing excellent levels of service Skills & Experience Required Previous experience within Financial Services administration is essential Experience working within an IFA, wealth management or financial planning environment Good understanding of pensions, investments, protection and general financial planning processes Strong organisational skills with excellent attention to detail Ability to manage multiple priorities and work to deadlines Confident communicating with clients, providers and colleagues Strong IT skills including Microsoft Office and experience using financial services systems Professional, reliable and client-focused approach
Aug 17, 2026
Full time
Financial Services Administrator (Part-Time) Location: Malmesbury, Wiltshire Salary: £30,000 - £35,000 pro rata (dependent on experience) Hours: Part-time - 3 days per week (flexible working pattern) Working Arrangement: Office-based initially, with the opportunity for hybrid working (1 day per week from home) following successful completion of probation What's On Offer Competitive salary of £30,000 - £35,000 pro rata depending on experience Flexible part-time working arrangement (3 days per week) Flexibility around working days and hours, with Fridays required Office-based role within a professional financial services environment Hybrid working opportunity following successful completion of probation Opportunity to join an established and successful team Supportive working environment with long-term career stability About You You will be an experienced Financial Services Administrator who takes pride in delivering a high level of service and enjoys being part of a close-knit team. You will be organised, dependable and able to work independently while managing a varied workload. About the Opportunity An established and highly regarded independent financial services firm based in Malmsbury is looking to appoint an experienced Financial Services Administrator to join their professional and friendly team. This is an excellent opportunity for an experienced administrator who is looking for a part-time role within a supportive environment, where they can play a key role in delivering an excellent service to clients and supporting experienced Financial Advisers. The working pattern is flexible, with the successful candidate able to agree suitable days and hours around their requirements; however, availability to work on a Friday will be essential. The Role Working closely with Financial Advisers and the wider support team, you will provide high-quality administrative support across the full client journey. You will be responsible for ensuring client cases are processed efficiently, records are maintained accurately, and clients receive a professional and timely service. The role would suit an experienced Financial Services Administrator who enjoys working within a client-focused environment and has a strong understanding of the requirements of an IFA or wealth management business. Key Responsibilities Providing comprehensive administrative support to Financial Advisers Managing client administration throughout the financial planning process Preparing client documentation, reports and correspondence Processing new business applications and tracking cases through to completion Liaising with pension providers, investment platforms, insurers and other third parties Maintaining accurate client records and updating internal systems Preparing meeting packs and adviser support documentation Supporting ongoing client reviews and servicing requirements Assisting with compliance-related administration and ensuring FCA processes are followed Handling client queries professionally and providing excellent levels of service Skills & Experience Required Previous experience within Financial Services administration is essential Experience working within an IFA, wealth management or financial planning environment Good understanding of pensions, investments, protection and general financial planning processes Strong organisational skills with excellent attention to detail Ability to manage multiple priorities and work to deadlines Confident communicating with clients, providers and colleagues Strong IT skills including Microsoft Office and experience using financial services systems Professional, reliable and client-focused approach
Hays Specialist Recruitment Limited
Cost Administrator
Hays Specialist Recruitment Limited Peterborough, Cambridgeshire
Your New Company My client is expanding their Central Services function and is seeking a Cost Administrator to join their growing team based in Peterborough. This newly established department plays a key role in delivering professional, efficient and cost-effective maintenance, engineering and operational support services across the business. This is an excellent opportunity to join a collaborative and forward-thinking organisation where you'll support essential projects, financial processes and commercial activities while gaining exposure to a wide range of business functions. Your New Role As a Cost Administrator, you will provide vital support to the financial and commercial management of projects and contracts. Working closely with Cost Managers and Analysts, you will ensure that all financial transactions are processed accurately and efficiently, helping maintain strong cost control and commercial compliance. Key responsibilities will include: Creating and processing SAP requisitions and purchase orders Managing supplier invoices and supporting timely payment processes Verifying completed works against agreed contractual terms and framework pricing Supporting Purchase-to-Pay (P2P) processes, including PR, PO, GRN and AP activities Assisting with cash flow monitoring, cost tracking and financial reporting Maintaining accurate records for audit and cost assurance purposes Supporting supplier payment processes and contract compliance activities Promoting health and safety best practice and contributing to continuous improvement initiatives Working collaboratively with internal stakeholders and external suppliers to resolve queries and maintain accurate financial records What You'll Need to Succeed To be successful in this role, you'll be highly organised, numerically minded and comfortable working within a fast-paced administrative environment.You'll ideally have: Previous experience in a cost administration, finance administration or commercial support role Strong IT skills, particularly within Microsoft Excel Experience using SAP and other business systems Knowledge of Purchase-to-Pay (P2P) processes including PR, PO, GRN and AP Experience with systems such as M2i and Power BI would be advantageous Excellent organisational skills with the ability to prioritise a high volume workload Strong attention to detail and the ability to maintain effective control processes Excellent communication and relationship-building skills The ability to work independently whilst also contributing positively to a wider team Proficiency in Microsoft Office applications including Excel, Word and PowerPoint What You'll Get in ReturnCompetitive hourly rate of £14.00 - £17.50 depending on experienceImmediate start available 12-week temporary assignment with strong potential for permanent employment Flexible working options, with part-time hours considered Opportunity to join a growing and supportive team Valuable experience within a large and well-established organisation What You Need to Do Now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Hays for a confidential discussion about your career. Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Aug 17, 2026
Seasonal
Your New Company My client is expanding their Central Services function and is seeking a Cost Administrator to join their growing team based in Peterborough. This newly established department plays a key role in delivering professional, efficient and cost-effective maintenance, engineering and operational support services across the business. This is an excellent opportunity to join a collaborative and forward-thinking organisation where you'll support essential projects, financial processes and commercial activities while gaining exposure to a wide range of business functions. Your New Role As a Cost Administrator, you will provide vital support to the financial and commercial management of projects and contracts. Working closely with Cost Managers and Analysts, you will ensure that all financial transactions are processed accurately and efficiently, helping maintain strong cost control and commercial compliance. Key responsibilities will include: Creating and processing SAP requisitions and purchase orders Managing supplier invoices and supporting timely payment processes Verifying completed works against agreed contractual terms and framework pricing Supporting Purchase-to-Pay (P2P) processes, including PR, PO, GRN and AP activities Assisting with cash flow monitoring, cost tracking and financial reporting Maintaining accurate records for audit and cost assurance purposes Supporting supplier payment processes and contract compliance activities Promoting health and safety best practice and contributing to continuous improvement initiatives Working collaboratively with internal stakeholders and external suppliers to resolve queries and maintain accurate financial records What You'll Need to Succeed To be successful in this role, you'll be highly organised, numerically minded and comfortable working within a fast-paced administrative environment.You'll ideally have: Previous experience in a cost administration, finance administration or commercial support role Strong IT skills, particularly within Microsoft Excel Experience using SAP and other business systems Knowledge of Purchase-to-Pay (P2P) processes including PR, PO, GRN and AP Experience with systems such as M2i and Power BI would be advantageous Excellent organisational skills with the ability to prioritise a high volume workload Strong attention to detail and the ability to maintain effective control processes Excellent communication and relationship-building skills The ability to work independently whilst also contributing positively to a wider team Proficiency in Microsoft Office applications including Excel, Word and PowerPoint What You'll Get in ReturnCompetitive hourly rate of £14.00 - £17.50 depending on experienceImmediate start available 12-week temporary assignment with strong potential for permanent employment Flexible working options, with part-time hours considered Opportunity to join a growing and supportive team Valuable experience within a large and well-established organisation What You Need to Do Now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Hays for a confidential discussion about your career. Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
IRIS Recruitment
HR Trainee (Part Time 25 hrs)
IRIS Recruitment Slough, Berkshire
HR Trainee (Part Time 25 hrs) Manchester or Slough, UK Competitive + Bonus Permanent, part time At IRIS, we exist to simplify the lives of businesses, schools and organisations by providing software solutions and services that enhance compliance, efficiency and accuracy. Our technology gives customers the confidence to focus on what matters most, knowing their critical operational processes are supported by trusted solutions. As one of the UK's largest private software companies, we've been delivering innovative solutions to businesses, charities, schools and public sector organisations for over 40 years. Our software supports thousands of organisations every day, helping them stay compliant, improve productivity and achieve their goals. The Opportunity We're looking for a highly organised and detail-oriented HR Administrator (Level 1) to join our Education HR Consultancy Team on a part-time basis (25.5 hours per week) . This is an excellent opportunity for someone looking to build or further develop their HR career within a supportive and growing consultancy environment. You'll work closely with our HR Consultancy Manager and HR Consultants, supporting schools and education clients through the delivery of high-quality HR administration services. What You'll Be Doing Producing contracts of employment, offer letters and HR documentation for education-sector clients using established templates. Reviewing client information to ensure documentation aligns with agreed terms and conditions. Advising clients on contract clauses where appropriate and escalating complex queries to the wider HR team. Uploading and managing HR documentation in line with agreed service level agreements. Supporting the HR Consultancy Manager and HR Consultants in delivering an effective HR service across the client base. Assisting with the development and continuous improvement of our Contracts & Document Management system. Working collaboratively with internal Payroll and VERA teams to support shared clients. Contributing ideas to improve processes, service delivery and the effective use of technology. Maintaining accurate records and ensuring confidentiality at all times. Keeping up to date with employment legislation and HR best practice through training and continuous professional development. Providing general administrative support and undertaking ad hoc duties as required. What We're Looking For Strong attention to detail and the ability to produce high-quality, accurate documentation. Excellent organisational and time management skills. Strong customer service skills with the ability to build positive relationships with clients and colleagues. High level of IT proficiency, particularly in Microsoft Word, Excel and PowerPoint. Ability to manage competing priorities and work to strict deadlines. Excellent written and verbal communication skills. A proactive and self-motivated approach, with the ability to work independently and as part of a team. Strong problem-solving abilities and a willingness to learn. A professional, confidential and customer-focused mindset. Desirable Skills & Experience Willingness to study towards a CIPD qualification if not already held. Why Join IRIS? Join a highly regarded HR Consultancy team supporting schools and education organisations across the UK. Develop your HR knowledge and consultancy skills in a varied and rewarding role. Gain exposure to a wide range of employee lifecycle activities and HR processes. Receive ongoing training and development, including support towards professional qualifications. Be part of a collaborative team that values customer service, continuous improvement and innovation.
Aug 17, 2026
Full time
HR Trainee (Part Time 25 hrs) Manchester or Slough, UK Competitive + Bonus Permanent, part time At IRIS, we exist to simplify the lives of businesses, schools and organisations by providing software solutions and services that enhance compliance, efficiency and accuracy. Our technology gives customers the confidence to focus on what matters most, knowing their critical operational processes are supported by trusted solutions. As one of the UK's largest private software companies, we've been delivering innovative solutions to businesses, charities, schools and public sector organisations for over 40 years. Our software supports thousands of organisations every day, helping them stay compliant, improve productivity and achieve their goals. The Opportunity We're looking for a highly organised and detail-oriented HR Administrator (Level 1) to join our Education HR Consultancy Team on a part-time basis (25.5 hours per week) . This is an excellent opportunity for someone looking to build or further develop their HR career within a supportive and growing consultancy environment. You'll work closely with our HR Consultancy Manager and HR Consultants, supporting schools and education clients through the delivery of high-quality HR administration services. What You'll Be Doing Producing contracts of employment, offer letters and HR documentation for education-sector clients using established templates. Reviewing client information to ensure documentation aligns with agreed terms and conditions. Advising clients on contract clauses where appropriate and escalating complex queries to the wider HR team. Uploading and managing HR documentation in line with agreed service level agreements. Supporting the HR Consultancy Manager and HR Consultants in delivering an effective HR service across the client base. Assisting with the development and continuous improvement of our Contracts & Document Management system. Working collaboratively with internal Payroll and VERA teams to support shared clients. Contributing ideas to improve processes, service delivery and the effective use of technology. Maintaining accurate records and ensuring confidentiality at all times. Keeping up to date with employment legislation and HR best practice through training and continuous professional development. Providing general administrative support and undertaking ad hoc duties as required. What We're Looking For Strong attention to detail and the ability to produce high-quality, accurate documentation. Excellent organisational and time management skills. Strong customer service skills with the ability to build positive relationships with clients and colleagues. High level of IT proficiency, particularly in Microsoft Word, Excel and PowerPoint. Ability to manage competing priorities and work to strict deadlines. Excellent written and verbal communication skills. A proactive and self-motivated approach, with the ability to work independently and as part of a team. Strong problem-solving abilities and a willingness to learn. A professional, confidential and customer-focused mindset. Desirable Skills & Experience Willingness to study towards a CIPD qualification if not already held. Why Join IRIS? Join a highly regarded HR Consultancy team supporting schools and education organisations across the UK. Develop your HR knowledge and consultancy skills in a varied and rewarding role. Gain exposure to a wide range of employee lifecycle activities and HR processes. Receive ongoing training and development, including support towards professional qualifications. Be part of a collaborative team that values customer service, continuous improvement and innovation.
Mulberry Recruitment
IFA / New Business Administrator
Mulberry Recruitment Farnborough, Hampshire
IFA Administrator Location: Farnborough (hybrid working available) Salary: £27,000 - £33,500 + excellent benefits Our client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of financial products. Key responsibilities: Processing new business across investments (ISAs, bonds, investment accounts), pensions, and protection (individual and corporate) Managing cases from submission through to "in force" status Proactively managing pipeline cases in line with SLAs Raising new business invoices Booking annual review meetings Handling queries from advisers, clients, and providers Maintaining accurate and compliant client records Ensuring documentation is stored correctly Supporting wider team objectives and service standards Experience required: Previous financial services experience (ideally within an IFA or provider environment) Experience processing new business across multiple product types Strong administrative and customer service skills Proficiency in Microsoft Word and Excel Minimum of 5 GCSEs (A-C / 9-4), including Maths and English Desirable: Experience with life, investment, or pensions products Exposure to DB transfers Understanding of regulated environments and compliance processes Benefits include: Private medical insurance (self-cover) Income protection (75% of salary for up to 3 years) Life assurance (4x salary) Critical illness cover (£50,000 lump sum) Pension (6% employer / 3% employee)
Aug 17, 2026
Full time
IFA Administrator Location: Farnborough (hybrid working available) Salary: £27,000 - £33,500 + excellent benefits Our client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of financial products. Key responsibilities: Processing new business across investments (ISAs, bonds, investment accounts), pensions, and protection (individual and corporate) Managing cases from submission through to "in force" status Proactively managing pipeline cases in line with SLAs Raising new business invoices Booking annual review meetings Handling queries from advisers, clients, and providers Maintaining accurate and compliant client records Ensuring documentation is stored correctly Supporting wider team objectives and service standards Experience required: Previous financial services experience (ideally within an IFA or provider environment) Experience processing new business across multiple product types Strong administrative and customer service skills Proficiency in Microsoft Word and Excel Minimum of 5 GCSEs (A-C / 9-4), including Maths and English Desirable: Experience with life, investment, or pensions products Exposure to DB transfers Understanding of regulated environments and compliance processes Benefits include: Private medical insurance (self-cover) Income protection (75% of salary for up to 3 years) Life assurance (4x salary) Critical illness cover (£50,000 lump sum) Pension (6% employer / 3% employee)
RG Setsquare
Housing Administrator
RG Setsquare Sittingbourne, Kent
Are you in search of a temporary yet fulfilling role? Look no further! We're thrilled to offer an exciting position for our client based in Sittingbourne who are looking to appoint a Housing Administrator for the 6 months ongoing, at the rate of 132.86 per day umbrella This is a Hybrid role 3 days remote, 2 days in office Job responsibilities Providing a full range of administrative and support services to facilitate the effective and efficient operation of the team and department. Completing daily, weekly, and monthly tasks to ensure the organisation meets its legal and regulatory compliance requirements. Duties will include, but are not limited to: Booking appointments and co-ordinating these with residents, contractors, and other stakeholders Raising jobs across a wide range of systems including MRI, Proactis, etc. Providing meeting administrative support. Booking rooms, sending out invites, producing agendas, taking minutes, producing action trackers, etc. Assisting with HHSRS and Decent Homes queries. Arranging works and following up to ensure there is completion evidence. Monitoring compliance email inboxes and respond with prompt and accurate information. Providing general administrative support to the team. Taking responsibility for respond to Customer Contact through various mechanisms, phone, e-mail, CRM, etc. Accurately processing incoming data and certification Following procedures that describe how to process compliance documentation. Ensuring all warranty and guarantee information is captured and stored for the use of the business. Ensuring the accuracy of Apex, True Compliance, Swordfish and other databases Executing your duties as prescribed in the relevant management plans, procedures, capping requests, etc. Producing when necessary large mail merge databases and processing accordingly Executing quality assurance activity and data sets and other processes. Liaising with our Service Charge Team to ensure all our Leaseholder Consultation processes are fully compliant. Processing as necessary any new product installation packs to ensure they are captured by all necessary stakeholders. Should your skills match the above please send through your updated CV. Eden Brown is acting as an Employment Business in relation to this vacancy.
Aug 17, 2026
Seasonal
Are you in search of a temporary yet fulfilling role? Look no further! We're thrilled to offer an exciting position for our client based in Sittingbourne who are looking to appoint a Housing Administrator for the 6 months ongoing, at the rate of 132.86 per day umbrella This is a Hybrid role 3 days remote, 2 days in office Job responsibilities Providing a full range of administrative and support services to facilitate the effective and efficient operation of the team and department. Completing daily, weekly, and monthly tasks to ensure the organisation meets its legal and regulatory compliance requirements. Duties will include, but are not limited to: Booking appointments and co-ordinating these with residents, contractors, and other stakeholders Raising jobs across a wide range of systems including MRI, Proactis, etc. Providing meeting administrative support. Booking rooms, sending out invites, producing agendas, taking minutes, producing action trackers, etc. Assisting with HHSRS and Decent Homes queries. Arranging works and following up to ensure there is completion evidence. Monitoring compliance email inboxes and respond with prompt and accurate information. Providing general administrative support to the team. Taking responsibility for respond to Customer Contact through various mechanisms, phone, e-mail, CRM, etc. Accurately processing incoming data and certification Following procedures that describe how to process compliance documentation. Ensuring all warranty and guarantee information is captured and stored for the use of the business. Ensuring the accuracy of Apex, True Compliance, Swordfish and other databases Executing your duties as prescribed in the relevant management plans, procedures, capping requests, etc. Producing when necessary large mail merge databases and processing accordingly Executing quality assurance activity and data sets and other processes. Liaising with our Service Charge Team to ensure all our Leaseholder Consultation processes are fully compliant. Processing as necessary any new product installation packs to ensure they are captured by all necessary stakeholders. Should your skills match the above please send through your updated CV. Eden Brown is acting as an Employment Business in relation to this vacancy.
Morgan Spencer
Office Administrator
Morgan Spencer Bridport, Dorset
Office Administrator Dorset Full-Time, Permanent £25,000 per annum About the Company Our client is a well-established and growing specialist service provider supporting highly regulated industries across the UK and internationally. Working with organisations in sectors such as life sciences, healthcare, research, and advanced manufacturing, they deliver essential technical and compliance-related services that help customers operate safely and effectively. Following a sustained period of growth, they are now looking to appoint an Office Administrator to join their busy and supportive team. The Role As Office Administrator, you will play a key role in supporting the day-to-day operation of the business. This varied position involves managing customer records, processing and uploading documentation, maintaining databases, handling incoming enquiries, and providing administrative support across the wider team. This role would suit someone who is highly organised, enjoys working in a fast-paced environment, and has strong attention to detail. Key Responsibilities Assisting with the management and tracking of customer assets and records Formatting, processing, and uploading documentation to customer portals Maintaining and updating internal databases accurately Answering incoming telephone calls and directing enquiries appropriately Providing general administrative support to colleagues across the business Ensuring customer information and records remain accurate and up to date Skills & Experience Excellent IT skills, including Microsoft Office Strong organisational and administrative abilities Effective written and verbal communication skills Previous office administration experience (minimum one year preferred) Experience using databases and Excel A proactive and flexible approach to work High level of accuracy and attention to detail What Success Looks Like Delivering a professional and responsive customer experience Producing accurate documentation within agreed timescales Maintaining reliable and up-to-date business records Supporting the wider team effectively and efficiently Working Environment Full-time, Monday to Friday Office-based role Collaborative and supportive team culture Opportunity to work closely with both technical and operational teams What's on Offer Salary of £25,000 per annum Long-term career development opportunities Stable and growing business environment Exposure to a range of leading organisations across highly regulated sectors Supportive team culture with ongoing training and development Morgan Spencer - Your Career, Our Expertise We are proud to be one of London's leading Executive Secretarial & Business Services recruitment consultancies, connecting exceptional talent with outstanding opportunities. Equal Opportunities: Morgan Spencer is committed to equality, diversity, and inclusion. We welcome applications from all suitably qualified candidates regardless of background, identity, or circumstance. Confidentiality & GDPR: All applications are handled with the strictest confidentiality and processed in accordance with UK GDPR and data protection legislation. Your personal information will only be used for recruitment purposes and will never be shared without your consent.Morgan Spencer Limited, registered in England & Wales No:
Aug 16, 2026
Full time
Office Administrator Dorset Full-Time, Permanent £25,000 per annum About the Company Our client is a well-established and growing specialist service provider supporting highly regulated industries across the UK and internationally. Working with organisations in sectors such as life sciences, healthcare, research, and advanced manufacturing, they deliver essential technical and compliance-related services that help customers operate safely and effectively. Following a sustained period of growth, they are now looking to appoint an Office Administrator to join their busy and supportive team. The Role As Office Administrator, you will play a key role in supporting the day-to-day operation of the business. This varied position involves managing customer records, processing and uploading documentation, maintaining databases, handling incoming enquiries, and providing administrative support across the wider team. This role would suit someone who is highly organised, enjoys working in a fast-paced environment, and has strong attention to detail. Key Responsibilities Assisting with the management and tracking of customer assets and records Formatting, processing, and uploading documentation to customer portals Maintaining and updating internal databases accurately Answering incoming telephone calls and directing enquiries appropriately Providing general administrative support to colleagues across the business Ensuring customer information and records remain accurate and up to date Skills & Experience Excellent IT skills, including Microsoft Office Strong organisational and administrative abilities Effective written and verbal communication skills Previous office administration experience (minimum one year preferred) Experience using databases and Excel A proactive and flexible approach to work High level of accuracy and attention to detail What Success Looks Like Delivering a professional and responsive customer experience Producing accurate documentation within agreed timescales Maintaining reliable and up-to-date business records Supporting the wider team effectively and efficiently Working Environment Full-time, Monday to Friday Office-based role Collaborative and supportive team culture Opportunity to work closely with both technical and operational teams What's on Offer Salary of £25,000 per annum Long-term career development opportunities Stable and growing business environment Exposure to a range of leading organisations across highly regulated sectors Supportive team culture with ongoing training and development Morgan Spencer - Your Career, Our Expertise We are proud to be one of London's leading Executive Secretarial & Business Services recruitment consultancies, connecting exceptional talent with outstanding opportunities. Equal Opportunities: Morgan Spencer is committed to equality, diversity, and inclusion. We welcome applications from all suitably qualified candidates regardless of background, identity, or circumstance. Confidentiality & GDPR: All applications are handled with the strictest confidentiality and processed in accordance with UK GDPR and data protection legislation. Your personal information will only be used for recruitment purposes and will never be shared without your consent.Morgan Spencer Limited, registered in England & Wales No:
Aimee Willow Connex
Mortgage Administrator
Aimee Willow Connex Warrington, Cheshire
Mortgage Paraplanner Full Time Office Based Warrington Salary: £32k The Role A highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service dealing with customer's queries to successful conclusion. Must have a 'can do' attitude with proven ability to achieve and exceed targets in a quality manner through system (opportunities). Must be able to manage customer relationships by building a rapport with them. You will have the ability to learn about our products and must have the drive and determination to succeed in a target orientated environment. Ensure self and team work in a safe and secure environment. You will need to be able to handle and process large quantities of information on behalf of the customer using various systems and liaising with other members of the team. Attention to detail and a teamwork ethic are essential. To escalate when appropriate customer effecting issues to line managers or directors. To deliver a set of diverse tasks that enable our advisors to focus on sales. Duties for the role includes: Hands on approach for delivering agreed objectives and accountable for delivering the following: Responsibilities: Supporting Mortgage and Protection Advisors in the production of client reports. Assisting in the researching of appropriate products and solutions. Assist the Advisors in the management of cases to completion. Production of KFI for the product an adviser has selected. Creation of comprehensive and compliant suitability reports. Adherence to the service level agreements. Ensure compliance guidelines are met with each case. Adhering to Anti Money Laundering requirements. Liaising with internal contacts to ensure applications are completed accurately. Liaising between clients, professional contacts and providers. Ensuring correct filing of documents for compliance purposes. Excellent organisational skills. Strong communication skills. Ability to keep knowledge of Financial Services industry up to date. Good understanding of Financial Services industry and FCA requirements. Qualifications required for this role. Desirable CeMAP KEY WORKING RELATIONSHIPS: Key Working Relationships : - Customers: External customers. - Suppliers: Various Business Partners, Lenders, Providers, Suppliers - Other key relationships : Team of advisors, Managers and Directors.
Aug 16, 2026
Full time
Mortgage Paraplanner Full Time Office Based Warrington Salary: £32k The Role A highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service dealing with customer's queries to successful conclusion. Must have a 'can do' attitude with proven ability to achieve and exceed targets in a quality manner through system (opportunities). Must be able to manage customer relationships by building a rapport with them. You will have the ability to learn about our products and must have the drive and determination to succeed in a target orientated environment. Ensure self and team work in a safe and secure environment. You will need to be able to handle and process large quantities of information on behalf of the customer using various systems and liaising with other members of the team. Attention to detail and a teamwork ethic are essential. To escalate when appropriate customer effecting issues to line managers or directors. To deliver a set of diverse tasks that enable our advisors to focus on sales. Duties for the role includes: Hands on approach for delivering agreed objectives and accountable for delivering the following: Responsibilities: Supporting Mortgage and Protection Advisors in the production of client reports. Assisting in the researching of appropriate products and solutions. Assist the Advisors in the management of cases to completion. Production of KFI for the product an adviser has selected. Creation of comprehensive and compliant suitability reports. Adherence to the service level agreements. Ensure compliance guidelines are met with each case. Adhering to Anti Money Laundering requirements. Liaising with internal contacts to ensure applications are completed accurately. Liaising between clients, professional contacts and providers. Ensuring correct filing of documents for compliance purposes. Excellent organisational skills. Strong communication skills. Ability to keep knowledge of Financial Services industry up to date. Good understanding of Financial Services industry and FCA requirements. Qualifications required for this role. Desirable CeMAP KEY WORKING RELATIONSHIPS: Key Working Relationships : - Customers: External customers. - Suppliers: Various Business Partners, Lenders, Providers, Suppliers - Other key relationships : Team of advisors, Managers and Directors.
K2 Recruitment
Claims Administrator
K2 Recruitment Bicester, Oxfordshire
We are seeking a dedicated and detail-oriented Claims Assistant Administrator to join our clients dynamic and inclusive team. This role is ideal for someone with strong computer skills and a passion for organisation who is looking to support the claims process in an efficient and professional manner. Responsibilities Provide administrative support to the claims team to ensure smooth operations and timely processing of claims. Manage and update claims-related documents, spreadsheets, and correspondence using Excel and Word. Accurately input and maintain data across various systems, ensuring data integrity and compliance with company policies. Respond to claims inquiries via phone or email, delivering excellent customer service and clear communication. Assist in preparing reports, summaries, and documentation for claims processing and audits. Ensure all claims documentation is filed, organised, and readily accessible for team members. Use Excel to maintain claims logs, analyse data, and generate reports as needed. Maintain an orderly filing system (both digital and physical as required) for easy access to claims documentation. Provide general administrative support, such as data entry, scheduling, and record-keeping. Experience Required Proficiency in Microsoft Excel and Word with the ability to create, edit, and manage spreadsheets and documents. Confident and efficient computer skills with the ability to quickly learn new software or systems. Exceptional organizational skills and attention to detail to manage multiple tasks and responsibilities. Strong problem-solving abilities and the capacity to work under deadlines in a fast-paced environment. Excellent written and verbal communication skills to engage with internal teams and external stakeholders. Previous experience in administration or support roles, particularly within insurance, claims, or related industries, is an advantage. A positive, proactive attitude with a willingness to learn and support the team.
Aug 16, 2026
Full time
We are seeking a dedicated and detail-oriented Claims Assistant Administrator to join our clients dynamic and inclusive team. This role is ideal for someone with strong computer skills and a passion for organisation who is looking to support the claims process in an efficient and professional manner. Responsibilities Provide administrative support to the claims team to ensure smooth operations and timely processing of claims. Manage and update claims-related documents, spreadsheets, and correspondence using Excel and Word. Accurately input and maintain data across various systems, ensuring data integrity and compliance with company policies. Respond to claims inquiries via phone or email, delivering excellent customer service and clear communication. Assist in preparing reports, summaries, and documentation for claims processing and audits. Ensure all claims documentation is filed, organised, and readily accessible for team members. Use Excel to maintain claims logs, analyse data, and generate reports as needed. Maintain an orderly filing system (both digital and physical as required) for easy access to claims documentation. Provide general administrative support, such as data entry, scheduling, and record-keeping. Experience Required Proficiency in Microsoft Excel and Word with the ability to create, edit, and manage spreadsheets and documents. Confident and efficient computer skills with the ability to quickly learn new software or systems. Exceptional organizational skills and attention to detail to manage multiple tasks and responsibilities. Strong problem-solving abilities and the capacity to work under deadlines in a fast-paced environment. Excellent written and verbal communication skills to engage with internal teams and external stakeholders. Previous experience in administration or support roles, particularly within insurance, claims, or related industries, is an advantage. A positive, proactive attitude with a willingness to learn and support the team.
HTC
Service and Warranty Administrator
HTC Belvedere, Kent
HTC is a long-established, privately owned group that has been at the forefront of the UK commercial vehicle industry since 1970. As one of the original DAF franchises, we have grown into a powerhouse within the Ballyvesey Holdings Ltd family. We proudly represent industry leaders including DAF Trucks, FiatPro, and Maxus, providing world-class vehicle sales and aftersales support. We are currently looking to recruit for an experienced Service and Warranty administrator to join our team in Belvedere. Main Purpose of Job: To oversee service/warranty and PFL invoice procedures ensuring compliance to Manufacturers' policy and procedures. To process all service/warranty and PFL job cards to ensure maximum profitability for each repair and full compliance with the manufacturers' requirements. Individual Key Objectives: To check and raise retail pro-forma invoices for quotation and passing to the customer. To co-ordinate the closing of purchase order numbers. To reconcile warranty and Paccar Finance Limited (PFL) self-billing invoices (SBIs). To raise warranty and PFL credit notes for customer accounts. To investigate and resolve CCM queries for warranty and PFL accounts. To carry out warranty and PFL risk assessments on claims submitted. Check daily workshop work in progress (WIP) levels and strive to maintain WIP levels below 250 hours. To manage all warranty and PFL job cards and determine from the technicians write up those claims which are warranty or PFL. To ensure all correct coding and repair times claimed are correct and raise any discrepancies with the Service Manager. To liaise with the Workshop Manager over any discrepancies with technicians' write-ups, parts omitted or claim details missing. To submit all claims through the Haddenham system in a timely manner to achieve submission times in line with current DAF requirements. To manage all referred and rejected claims daily, ensuring all are resolved in a timely manner in line with current DAF requirements. To manage daily all parts label requests from the Manufacturer i.e., print all parts labels and pass to the Parts Department for action. Record all labels produced on a separate spreadsheet and liaise with the Parts Department on any missing parts requested. Update spreadsheet daily, with parts consignment note details, when received from the Parts Department. To ensure all non-warranty repairs are passed to the Service Advisor for process and recharge. On a weekly basis, to check the verification report and ensure all warranty jobs raised on the GDMS system have been sent to Haddenham. To ensure all parts to be held off on a weekly basis and pass to the Parts Department to action Hours: 8:00-17:30 At Ballyvesey Holdings your right to privacy is important to us. By applying for this job, your information will be entered into our recruitment system. This will enable you to register for job alerts, apply for jobs and for us to help you find your next role. To read our full privacy policy please follow the link:
Aug 16, 2026
Full time
HTC is a long-established, privately owned group that has been at the forefront of the UK commercial vehicle industry since 1970. As one of the original DAF franchises, we have grown into a powerhouse within the Ballyvesey Holdings Ltd family. We proudly represent industry leaders including DAF Trucks, FiatPro, and Maxus, providing world-class vehicle sales and aftersales support. We are currently looking to recruit for an experienced Service and Warranty administrator to join our team in Belvedere. Main Purpose of Job: To oversee service/warranty and PFL invoice procedures ensuring compliance to Manufacturers' policy and procedures. To process all service/warranty and PFL job cards to ensure maximum profitability for each repair and full compliance with the manufacturers' requirements. Individual Key Objectives: To check and raise retail pro-forma invoices for quotation and passing to the customer. To co-ordinate the closing of purchase order numbers. To reconcile warranty and Paccar Finance Limited (PFL) self-billing invoices (SBIs). To raise warranty and PFL credit notes for customer accounts. To investigate and resolve CCM queries for warranty and PFL accounts. To carry out warranty and PFL risk assessments on claims submitted. Check daily workshop work in progress (WIP) levels and strive to maintain WIP levels below 250 hours. To manage all warranty and PFL job cards and determine from the technicians write up those claims which are warranty or PFL. To ensure all correct coding and repair times claimed are correct and raise any discrepancies with the Service Manager. To liaise with the Workshop Manager over any discrepancies with technicians' write-ups, parts omitted or claim details missing. To submit all claims through the Haddenham system in a timely manner to achieve submission times in line with current DAF requirements. To manage all referred and rejected claims daily, ensuring all are resolved in a timely manner in line with current DAF requirements. To manage daily all parts label requests from the Manufacturer i.e., print all parts labels and pass to the Parts Department for action. Record all labels produced on a separate spreadsheet and liaise with the Parts Department on any missing parts requested. Update spreadsheet daily, with parts consignment note details, when received from the Parts Department. To ensure all non-warranty repairs are passed to the Service Advisor for process and recharge. On a weekly basis, to check the verification report and ensure all warranty jobs raised on the GDMS system have been sent to Haddenham. To ensure all parts to be held off on a weekly basis and pass to the Parts Department to action Hours: 8:00-17:30 At Ballyvesey Holdings your right to privacy is important to us. By applying for this job, your information will be entered into our recruitment system. This will enable you to register for job alerts, apply for jobs and for us to help you find your next role. To read our full privacy policy please follow the link:
Michael Page
HR Administrator (Part Time or Full Time)
Michael Page City, Edinburgh
As an HR Administrator in Edinburgh - you'll support the smooth running of the human resources function in the property industry. This role involves handling administrative tasks and processes to ensure everything is organised and efficient. Client Details This role is within the property industry and based in Edinburgh Description Manage and maintain employee records and HR databases accurately. Assist with recruitment processes, including posting job ads and scheduling interviews. Prepare HR documents such as employment contracts and onboarding materials. Handle payroll administration and liaise with relevant departments. Respond to employee queries regarding HR policies and procedures. Support the coordination of training sessions and development programmes. Ensure compliance with employment laws and company policies. Assist with general HR administrative tasks as needed. Profile A successful HR Administrator should have: Previous experience in an administrative or HR role. A good understanding of HR processes and practices. Strong attention to detail and excellent organisational skills. Proficiency in using HR software and Microsoft Office tools. Clear communication skills, both written and verbal. A proactive approach to problem-solving and multitasking. Job Offer Permanent position within the property industry. Additional benefits as part of the contract. Office Based Salary range of 26,500 to 29,000 (dependent on skill and experience) Employer pension contribution of 5.5% (subject to you contributing 3.5%) 30 days of annual leave (inclusive of public and statutory holidays) Life assurance of 2.5 times salary Private healthcare If you're interested in this role, apply now. People are at the heart of Michael Page. We are committed to creating an inclusive environment. As an inclusive recruiter we welcome applications from people of all backgrounds, identities and experiences. If you require any adjustments or accommodations during the recruitment process, we'll work with you to ensure you can perform at your best.
Aug 16, 2026
Full time
As an HR Administrator in Edinburgh - you'll support the smooth running of the human resources function in the property industry. This role involves handling administrative tasks and processes to ensure everything is organised and efficient. Client Details This role is within the property industry and based in Edinburgh Description Manage and maintain employee records and HR databases accurately. Assist with recruitment processes, including posting job ads and scheduling interviews. Prepare HR documents such as employment contracts and onboarding materials. Handle payroll administration and liaise with relevant departments. Respond to employee queries regarding HR policies and procedures. Support the coordination of training sessions and development programmes. Ensure compliance with employment laws and company policies. Assist with general HR administrative tasks as needed. Profile A successful HR Administrator should have: Previous experience in an administrative or HR role. A good understanding of HR processes and practices. Strong attention to detail and excellent organisational skills. Proficiency in using HR software and Microsoft Office tools. Clear communication skills, both written and verbal. A proactive approach to problem-solving and multitasking. Job Offer Permanent position within the property industry. Additional benefits as part of the contract. Office Based Salary range of 26,500 to 29,000 (dependent on skill and experience) Employer pension contribution of 5.5% (subject to you contributing 3.5%) 30 days of annual leave (inclusive of public and statutory holidays) Life assurance of 2.5 times salary Private healthcare If you're interested in this role, apply now. People are at the heart of Michael Page. We are committed to creating an inclusive environment. As an inclusive recruiter we welcome applications from people of all backgrounds, identities and experiences. If you require any adjustments or accommodations during the recruitment process, we'll work with you to ensure you can perform at your best.
NJR Recruitment
IFA Client Care Administrator
NJR Recruitment Manchester, Lancashire
IFA Client Care Administrator South Manchester (Hybrid) Salary: £27,000 - £32,000 NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience. Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently. The Role This varied position will see you taking ownership of key client servicing and administration activities, including: Managing adviser diaries and booking annual reviews, introductory meetings and client appointments Coordinating meeting schedules and ensuring adviser calendars are organised efficiently Managing Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providers Chasing outstanding information and maintaining accurate records across internal systems Processing provider documentation, including fund switches, fee amendments and Bed & ISA transactions Supporting advisers with day-to-day client servicing requirements Answering client enquiries and providing a professional first point of contact Logging and distributing incoming and outgoing post Maintaining accurate client records and ensuring compliance with internal procedures Supporting the wider Client Care and Client Servicing teams where required About You To be successful, you will have: Previous experience within an IFA or financial planning administration/client servicing role Excellent organisational skills with the ability to manage multiple priorities Strong communication skills and a professional, client-focused approach High levels of accuracy and attention to detail Good working knowledge of Microsoft Office, including Excel and Word Experience using back-office systems within financial services would be advantageous A proactive attitude and the ability to work effectively within a collaborative team What's on Offer? Salary up to £32,000 Hybrid working following successful completion of probation 25 days holiday plus bank holidays Birthday day off 5% employer pension contribution Health cash plan On-site gym Free on-site parking Supportive and friendly working environment Genuine opportunities for career development within a growing business If you have experience supporting Financial Advisers and enjoy delivering exceptional client service within a busy financial planning environment, we'd love to hear from you. Apply today or contact NJR Recruitment for a confidential discussion.
Aug 16, 2026
Full time
IFA Client Care Administrator South Manchester (Hybrid) Salary: £27,000 - £32,000 NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience. Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently. The Role This varied position will see you taking ownership of key client servicing and administration activities, including: Managing adviser diaries and booking annual reviews, introductory meetings and client appointments Coordinating meeting schedules and ensuring adviser calendars are organised efficiently Managing Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providers Chasing outstanding information and maintaining accurate records across internal systems Processing provider documentation, including fund switches, fee amendments and Bed & ISA transactions Supporting advisers with day-to-day client servicing requirements Answering client enquiries and providing a professional first point of contact Logging and distributing incoming and outgoing post Maintaining accurate client records and ensuring compliance with internal procedures Supporting the wider Client Care and Client Servicing teams where required About You To be successful, you will have: Previous experience within an IFA or financial planning administration/client servicing role Excellent organisational skills with the ability to manage multiple priorities Strong communication skills and a professional, client-focused approach High levels of accuracy and attention to detail Good working knowledge of Microsoft Office, including Excel and Word Experience using back-office systems within financial services would be advantageous A proactive attitude and the ability to work effectively within a collaborative team What's on Offer? Salary up to £32,000 Hybrid working following successful completion of probation 25 days holiday plus bank holidays Birthday day off 5% employer pension contribution Health cash plan On-site gym Free on-site parking Supportive and friendly working environment Genuine opportunities for career development within a growing business If you have experience supporting Financial Advisers and enjoy delivering exceptional client service within a busy financial planning environment, we'd love to hear from you. Apply today or contact NJR Recruitment for a confidential discussion.
Anthony Alexandra
IFA Administrator
Anthony Alexandra Sevenoaks, Kent
Our client, a fast-growing and highly respected Financial Planning firm, is seeking an experienced IFA Administrator to join one of its offices. With continued expansion and investment in its people, there has never been a better time to join this forward-thinking organisation. This is an excellent opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive, and high-performing advice team. Working closely with Financial Planners and Paraplanners, you will play a key role in delivering an efficient, seamless, and professional service to clients while supporting the day-to-day administration of financial planning activities. Key Responsibilities Managing client correspondence and building strong, lasting client relationships. Processing new business applications across pensions, investments, and protection products. Preparing client review packs and meeting documentation. Coordinating client meetings and managing Financial Planner diaries. Obtaining provider illustrations, valuations, and product information. Maintaining accurate, compliant, and well-presented client records using Intelligent Office (IO). Handling client enquiries and liaising with providers to ensure timely resolution of requests. Providing comprehensive back-office and administrative support to the advice team. Ensuring all work is completed in line with internal procedures, FCA regulations, and compliance standards. About You This opportunity is ideal for an individual with previous experience in an IFA or Financial Planning environment who is looking to further develop their career within a well-established and highly regarded national firm. To be successful, you will ideally have: Previous experience in an IFA or Financial Planning administration role. Strong organisational and time management skills with exceptional attention to detail. Excellent communication and client relationship skills. The ability to prioritise and manage multiple tasks within a busy team environment. Good working knowledge of Microsoft Office and Intelligent Office (IO) or similar financial planning software. Why Join? This firm is recognised for its collaborative culture, supportive leadership, and genuine commitment to employee development. They offer an environment where individuals are encouraged to grow professionally, alongside a highly competitive salary and benefits package, ongoing training, and clear opportunities for long-term career progression.
Aug 16, 2026
Full time
Our client, a fast-growing and highly respected Financial Planning firm, is seeking an experienced IFA Administrator to join one of its offices. With continued expansion and investment in its people, there has never been a better time to join this forward-thinking organisation. This is an excellent opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive, and high-performing advice team. Working closely with Financial Planners and Paraplanners, you will play a key role in delivering an efficient, seamless, and professional service to clients while supporting the day-to-day administration of financial planning activities. Key Responsibilities Managing client correspondence and building strong, lasting client relationships. Processing new business applications across pensions, investments, and protection products. Preparing client review packs and meeting documentation. Coordinating client meetings and managing Financial Planner diaries. Obtaining provider illustrations, valuations, and product information. Maintaining accurate, compliant, and well-presented client records using Intelligent Office (IO). Handling client enquiries and liaising with providers to ensure timely resolution of requests. Providing comprehensive back-office and administrative support to the advice team. Ensuring all work is completed in line with internal procedures, FCA regulations, and compliance standards. About You This opportunity is ideal for an individual with previous experience in an IFA or Financial Planning environment who is looking to further develop their career within a well-established and highly regarded national firm. To be successful, you will ideally have: Previous experience in an IFA or Financial Planning administration role. Strong organisational and time management skills with exceptional attention to detail. Excellent communication and client relationship skills. The ability to prioritise and manage multiple tasks within a busy team environment. Good working knowledge of Microsoft Office and Intelligent Office (IO) or similar financial planning software. Why Join? This firm is recognised for its collaborative culture, supportive leadership, and genuine commitment to employee development. They offer an environment where individuals are encouraged to grow professionally, alongside a highly competitive salary and benefits package, ongoing training, and clear opportunities for long-term career progression.
Pertemps Solihull
Data And Compliance Administrator
Pertemps Solihull Solihull, West Midlands
Data Reconciliation Administrator Location: Solihull Salary: £12.85 Hours:37.5 hours per week About the Role We are looking for a detail-oriented and highly organised Data Reconciliation Administrator to support our business by ensuring data accuracy and consistency across our key systems. You'll play an important role in maintaining the quality and reliability of our business information, working across MRPeasy and Salesforce to identify discrepancies, investigate issues and ensure records remain accurate and up to date. Key Responsibilities Review & reconcile data between MRPeasy and Salesforce. Identify and investigate discrepancies, taking appropriate action to resolve issues. Maintain data integrity through regular audits, checks and validation. Produce reports and analysis to support operational and business requirements. Collaborate with internal teams to ensure consistency of information and processes. Help maintain accurate, reliable and up-to-date business records across key systems. Skills & Experience We're looking for someone with: Advanced Microsoft Excel skills, including: Data analysis Lookups Pivot tables Managing large datasets Excellent attention to detail and a methodical approach to problem-solving. Experience using CRM, ERP or manufacturing systems would be advantageous. The ability to manage multiple priorities and meet deadlines in a fast-paced environment. Strong organisational and communication skills. This role would suit someone who Enjoys working with data and systems. Has a keen eye for detail. Takes pride in producing accurate and reliable information. Is naturally organised, methodical and proactive. Enjoys identifying problems and finding practical solutions. Works well with colleagues across different teams.
Aug 16, 2026
Seasonal
Data Reconciliation Administrator Location: Solihull Salary: £12.85 Hours:37.5 hours per week About the Role We are looking for a detail-oriented and highly organised Data Reconciliation Administrator to support our business by ensuring data accuracy and consistency across our key systems. You'll play an important role in maintaining the quality and reliability of our business information, working across MRPeasy and Salesforce to identify discrepancies, investigate issues and ensure records remain accurate and up to date. Key Responsibilities Review & reconcile data between MRPeasy and Salesforce. Identify and investigate discrepancies, taking appropriate action to resolve issues. Maintain data integrity through regular audits, checks and validation. Produce reports and analysis to support operational and business requirements. Collaborate with internal teams to ensure consistency of information and processes. Help maintain accurate, reliable and up-to-date business records across key systems. Skills & Experience We're looking for someone with: Advanced Microsoft Excel skills, including: Data analysis Lookups Pivot tables Managing large datasets Excellent attention to detail and a methodical approach to problem-solving. Experience using CRM, ERP or manufacturing systems would be advantageous. The ability to manage multiple priorities and meet deadlines in a fast-paced environment. Strong organisational and communication skills. This role would suit someone who Enjoys working with data and systems. Has a keen eye for detail. Takes pride in producing accurate and reliable information. Is naturally organised, methodical and proactive. Enjoys identifying problems and finding practical solutions. Works well with colleagues across different teams.
Macildowie Recruitment and Retention
Personal Assistant and Office Manager - Part Time
Macildowie Recruitment and Retention
Macildowie are working with this client based in Birmingham City Centre to recruit a Part-Time PA / Office Manager within a professional services environment. This is a permanent opportunity offering 25-30 hours per week , fully office-based, with a competitive salary dependent on experience. This is a varied and hands-on role, acting as the central point of coordination for a busy office while also providing high-level Personal Assistant support to senior leadership. You will play a key role in ensuring the smooth day-to-day running of the office, supporting operational efficiency and maintaining a professional and well-organised environment. Key Responsibilities Acting as the first point of contact for the office, managing calls, visitors, post and deliveries Providing dedicated PA support to senior stakeholders, including diary and inbox management Coordinating meetings, preparing agendas and tracking follow-up actions Managing travel bookings including flights, accommodation and events Supporting the organisation of internal and external events Overseeing office supplies, purchasing and supplier coordination Managing facilities, health & safety compliance and maintenance schedules Liaising with property management and external contractors Supporting onboarding processes for new starters, including IT coordination Maintaining accurate records, documentation and internal systems About You You will be an experienced administrator with proven PA exposure, confident managing multiple priorities in a fast-paced environment. Strong organisational and time management skills Excellent communication skills, both written and verbal Proficient in Microsoft Office applications Ability to maintain discretion and confidentiality A proactive, hands-on approach with a flexible mindset Comfortable working independently while supporting a wider team This is an excellent opportunity for someone looking for a broad and engaging role where no two days are the same, within a collaborative and professional setting.
Aug 16, 2026
Full time
Macildowie are working with this client based in Birmingham City Centre to recruit a Part-Time PA / Office Manager within a professional services environment. This is a permanent opportunity offering 25-30 hours per week , fully office-based, with a competitive salary dependent on experience. This is a varied and hands-on role, acting as the central point of coordination for a busy office while also providing high-level Personal Assistant support to senior leadership. You will play a key role in ensuring the smooth day-to-day running of the office, supporting operational efficiency and maintaining a professional and well-organised environment. Key Responsibilities Acting as the first point of contact for the office, managing calls, visitors, post and deliveries Providing dedicated PA support to senior stakeholders, including diary and inbox management Coordinating meetings, preparing agendas and tracking follow-up actions Managing travel bookings including flights, accommodation and events Supporting the organisation of internal and external events Overseeing office supplies, purchasing and supplier coordination Managing facilities, health & safety compliance and maintenance schedules Liaising with property management and external contractors Supporting onboarding processes for new starters, including IT coordination Maintaining accurate records, documentation and internal systems About You You will be an experienced administrator with proven PA exposure, confident managing multiple priorities in a fast-paced environment. Strong organisational and time management skills Excellent communication skills, both written and verbal Proficient in Microsoft Office applications Ability to maintain discretion and confidentiality A proactive, hands-on approach with a flexible mindset Comfortable working independently while supporting a wider team This is an excellent opportunity for someone looking for a broad and engaging role where no two days are the same, within a collaborative and professional setting.
Portfolio Payroll Limited
Payroll Administrator
Portfolio Payroll Limited Brighton, Sussex
This is a well-established firm in Brighton, dedicated to providing top-notch financial services to a diverse range of clients. Their commitment to excellence and client satisfaction has positioned them as a leader in the industry. They are currently seeking a skilled and dedicated Payroll Administrator to join their dynamic team. Role Overview: As a Payroll Administrator, you will play a crucial role in managing the end-to-end payroll process for a diverse portfolio of clients. You will ensure accurate and timely payroll operations while adhering to statutory requirements and maintaining confidentiality. This is an excellent opportunity for an experienced payroll professional who thrives in a team environment and is passionate about delivering high-quality service. Key Responsibilities: End-to-End Payroll Processing - Manage and process the full payroll cycle for multiple clients, ensuring accuracy and compliance with current legislation and regulations. Data Management - Collect, verify, and input payroll data from various sources, maintaining meticulous records and ensuring data integrity. Client Communication - Act as the primary point of contact for payroll-related inquiries from clients, providing clear and concise information and resolving issues promptly. Compliance and Reporting - Ensure all payroll activities comply with statutory regulations and company policies. Prepare and submit necessary reports, such as PAYE, National Insurance, and pension contributions. Utilize payroll software to process payrolls and update systems with any changes in client information, tax codes, or pay rates. Continuous Improvement: Stay updated with changes in payroll legislation and recommend process improvements to enhance efficiency and accuracy. Qualifications and Experience: Proven experience as a Payroll Administrator or in a similar role, preferably within an accountancy or professional services environment. In-depth knowledge of payroll principles, practices, and regulations. Proficiency in payroll software and Microsoft Office, particularly Excel. Strong numerical and analytical skills with a keen attention to detail. Excellent communication skills, both written and verbal, with the ability to explain payroll concepts clearly to clients and team members. Ability to manage multiple clients and deadlines efficiently in a fast-paced environment. A professional and confidential approach to handling sensitive information. What We Offer: A supportive and collaborative team environment. Opportunities for professional development and career progression. Competitive salary and benefits package. Flexible working arrangements and a commitment to work-life balance. If you are a dedicated payroll professional looking to advance your career with a reputable accountancy firm, then please do apply and we can set up a time to discuss further. we would love to hear from you. 51332LWR2 INDPAYS The Portfolio Group are acting on behalf of our client in recruiting for this position.
Aug 16, 2026
Full time
This is a well-established firm in Brighton, dedicated to providing top-notch financial services to a diverse range of clients. Their commitment to excellence and client satisfaction has positioned them as a leader in the industry. They are currently seeking a skilled and dedicated Payroll Administrator to join their dynamic team. Role Overview: As a Payroll Administrator, you will play a crucial role in managing the end-to-end payroll process for a diverse portfolio of clients. You will ensure accurate and timely payroll operations while adhering to statutory requirements and maintaining confidentiality. This is an excellent opportunity for an experienced payroll professional who thrives in a team environment and is passionate about delivering high-quality service. Key Responsibilities: End-to-End Payroll Processing - Manage and process the full payroll cycle for multiple clients, ensuring accuracy and compliance with current legislation and regulations. Data Management - Collect, verify, and input payroll data from various sources, maintaining meticulous records and ensuring data integrity. Client Communication - Act as the primary point of contact for payroll-related inquiries from clients, providing clear and concise information and resolving issues promptly. Compliance and Reporting - Ensure all payroll activities comply with statutory regulations and company policies. Prepare and submit necessary reports, such as PAYE, National Insurance, and pension contributions. Utilize payroll software to process payrolls and update systems with any changes in client information, tax codes, or pay rates. Continuous Improvement: Stay updated with changes in payroll legislation and recommend process improvements to enhance efficiency and accuracy. Qualifications and Experience: Proven experience as a Payroll Administrator or in a similar role, preferably within an accountancy or professional services environment. In-depth knowledge of payroll principles, practices, and regulations. Proficiency in payroll software and Microsoft Office, particularly Excel. Strong numerical and analytical skills with a keen attention to detail. Excellent communication skills, both written and verbal, with the ability to explain payroll concepts clearly to clients and team members. Ability to manage multiple clients and deadlines efficiently in a fast-paced environment. A professional and confidential approach to handling sensitive information. What We Offer: A supportive and collaborative team environment. Opportunities for professional development and career progression. Competitive salary and benefits package. Flexible working arrangements and a commitment to work-life balance. If you are a dedicated payroll professional looking to advance your career with a reputable accountancy firm, then please do apply and we can set up a time to discuss further. we would love to hear from you. 51332LWR2 INDPAYS The Portfolio Group are acting on behalf of our client in recruiting for this position.
Reed
Wealth Management Administrator
Reed
Wealth Management Administrator Ayrshire£28,000 - £32,000 + benefits Join a respected financial advisory firm offering a stable, long-term role within a professional and supportive office environment. This opportunity is with an established practice that prides itself on strong client relationships, high standards, and a collaborative team culture. You'll be supporting experienced advisers, playing a key role in the smooth day-to-day running of the business. This is an ideal role if you enjoy being organised, working with clients, and being trusted with responsibility in a regulated financial services environment. The business encourages ongoing learning and development, giving you the chance to build your technical knowledge and develop a long-term career within financial planning. What you'll do As a Wealth Management Administrator, you'll provide high-level administrative support across the practice, including: Supporting multiple advisers and the Practice Manager with client and office administration Acting as a key point of contact for clients, providers and third parties Preparing client files, including compliance documentation, research, illustrations and supporting paperwork Ensuring all client records are accurate, complete and up to date Processing applications accurately and tracking cases through to completion Progressing new business with providers and resolving queries in a timely manner Managing diaries and coordinating client appointments Maintaining review systems and supporting ongoing client servicing Contributing to team meetings and maintaining high professional standards at all times What you'll need Previous experience in a Wealth Management Administrator position Experience working in Financial Planning, Wealth Management, or similar Financial Services firm Understanding of pensions, investments and protection What's in it for you Financial support and encouragement to work towards professional qualifications Hybrid working to support a healthy work-life balance 25 days annual leave plus bank holidays Private Medical Insurance Death in Service benefit A relaxed, friendly and professional working environment Stability, structure, and a long-term career path rather than a short-term role Exposure to experienced advisers and a well-run advice process A genuinely supportive team where your contribution is recognised and valued If you're interested, please click Apply now. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.
Aug 16, 2026
Full time
Wealth Management Administrator Ayrshire£28,000 - £32,000 + benefits Join a respected financial advisory firm offering a stable, long-term role within a professional and supportive office environment. This opportunity is with an established practice that prides itself on strong client relationships, high standards, and a collaborative team culture. You'll be supporting experienced advisers, playing a key role in the smooth day-to-day running of the business. This is an ideal role if you enjoy being organised, working with clients, and being trusted with responsibility in a regulated financial services environment. The business encourages ongoing learning and development, giving you the chance to build your technical knowledge and develop a long-term career within financial planning. What you'll do As a Wealth Management Administrator, you'll provide high-level administrative support across the practice, including: Supporting multiple advisers and the Practice Manager with client and office administration Acting as a key point of contact for clients, providers and third parties Preparing client files, including compliance documentation, research, illustrations and supporting paperwork Ensuring all client records are accurate, complete and up to date Processing applications accurately and tracking cases through to completion Progressing new business with providers and resolving queries in a timely manner Managing diaries and coordinating client appointments Maintaining review systems and supporting ongoing client servicing Contributing to team meetings and maintaining high professional standards at all times What you'll need Previous experience in a Wealth Management Administrator position Experience working in Financial Planning, Wealth Management, or similar Financial Services firm Understanding of pensions, investments and protection What's in it for you Financial support and encouragement to work towards professional qualifications Hybrid working to support a healthy work-life balance 25 days annual leave plus bank holidays Private Medical Insurance Death in Service benefit A relaxed, friendly and professional working environment Stability, structure, and a long-term career path rather than a short-term role Exposure to experienced advisers and a well-run advice process A genuinely supportive team where your contribution is recognised and valued If you're interested, please click Apply now. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.

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