360 jobs found

Financial Data Administrator Permanent Edinburgh Hybrid Working Pertemps are delighted to be recruiting on behalf of our client, a growing and highly respected financial services organisation, for a Financial Data Administrator to join their team in Edinburgh. This is an excellent opportunity for someone who is highly organised, detail-oriented, and looking to develop a long-term career within a professional and supportive business. Salary & Benefits £26,000 per annum- Salary review following successful completion of probation Hybrid working model & free on-site parking Modern and supportive office environment Fully funded R0 Financial Planning qualification - exam costs covered by the company when purchased, providing a clear pathway into professional financial services credentials The Role Working within a fast-paced financial services environment, you will be responsible for producing accurate client data reports and supporting the wider team with administrative and analytical tasks.This role requires a high level of attention to detail, the ability to learn new systems quickly, and a proactive approach to managing workloads and deadlines. About You The successful candidate will demonstrate: Exceptional attention to detail and accuracy The ability to learn new systems and processes quickly Excellent written and verbal communication skills A proactive and self-motivated approach to work The confidence to work independently as well as part of a team Good IT skills, including experience using databases, spreadsheets, or reporting systems Previous experience within financial services, administration, data processing, or analytical roles would be advantageous but is not essential. Our client is keen to meet candidates with the right attitude, work ethic, and willingness to learn.

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

As a Senior Project Manager within Capital Delivery, you will lead the successful delivery of complex and high-profile development projects that support the Council's regeneration, growth and placemaking ambitions. Managing projects from inception through to completion, you will be responsible for overseeing all aspects of delivery including business case development, procurement, planning, design, stakeholder engagement, construction and handover. Working across a diverse portfolio of residential, mixed-use, education, commercial and community infrastructure schemes, you will ensure projects are delivered safely, on time, within budget and to the highest quality standards. The role requires strong leadership and relationship management skills, with responsibility for coordinating multidisciplinary project teams, consultants, contractors and key stakeholders. You will act as the Council's client representative, providing professional advice to senior leadership, elected Members and partner organisations, while managing risk, governance, financial performance and contractual obligations. As part of a high-performing Capital Delivery team, you will play a key role in delivering projects that create lasting social, economic and environmental benefits for residents and contribute to the long-term transformation of places across the borough. Key Responsibilities To lead the end-to-end delivery of complex capital projects from RIBA Stage 0 through to completion and handover. Projects vary from new build to refurbishments including housing, mixed-use, commercial and community infrastructures To manage allocated professional staff and commissioned consultants to provide the appropriate range of property-related professional services and to procure the design and construction elements of construction related services for property projects Lead procurement activities in accordance with the Council's Contract Procedure Rules and Public Contract Regulations. Act as Employer's Agent, Contract Administrator or Client Representative if applicable and where appropriate. Oversee project budgets and commercial performance, ensuring effective cost management, value for money and alignment with approved funding and investment objectives. Build and maintain productive relationships with elected Members, senior officers, development partners, statutory agencies and community stakeholders, ensuring projects reflect both strategic priorities and local needs. Identify, manage and mitigate project risks and issues, developing solutions to complex challenges while maintaining delivery momentum. Prepare and present high-quality reports, business cases and briefing papers for senior leadership, boards, committees and Cabinet decision-making. Provide professional advice to senior officers, elected members and project teams. Promote collaborative working and continuous improvement across the Capital Delivery service. If you are interested in this role please send your updated CV in the first instance.

HR Administrator (Part Time) 35,000 - 37,000 Pro Rata + 22 Days Holiday + Bank Holidays + Birthday Leave + Private Healthcare + 6% Pension + Life Assurance + Company Benefits + Hybrid Part-Time, 20-25 Hours per Week Bury St Edmunds Are you an HR Administrator or similar looking for a varied part-time role within a professional and supportive business? On offer is the opportunity to join a well-established professional services firm bringing together accountancy, tax, legal, financial planning and investment management services. The company offers a friendly and professional working environment and places a strong focus on employee wellbeing, development and long-term retention. In this varied role, you will provide day-to-day HR support across the business, including first-line advice, recruitment, onboarding, employee records, absence, performance, training and employee relations. You will report to the Operations Director, escalating complex matters where required, while supporting HR policies, compliance and staff wellbeing initiatives. This role would suit a HR Administrator or similar seeking a flexible, part-time position within a professional business offering a strong benefits package. The Role Provide first-line HR support to employees and managers Coordinate recruitment, onboarding and pre-employment checks Maintain employee records, contracts and HR documentation Support absence, employee relations, performance and training processes The Person HR Officer, HR Advisor, HR Administrator or similar Previous experience working within an HR position Knowledge of employment legislation and HR best practice Commutable to Bury St Edmunds Reference: BBBH26683A If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

Waltham Forest are currently looking for an Interim Project Manager for Housing Delivery and Capital Projects. 400 per day. Inside IR35. Hybrid working Mon-Wed onsite. Role Overview: As a Senior Project Manager within Capital Delivery, you will lead the successful delivery of complex and high-profile development projects that support the Council's regeneration, growth and placemaking ambitions. Managing projects from inception through to completion, you will be responsible for overseeing all aspects of delivery including business case development, procurement, planning, design, stakeholder engagement, construction and handover. Working across a diverse portfolio of residential, mixed-use, education, commercial and community infrastructure schemes, you will ensure projects are delivered safely, on time, within budget and to the highest quality standards. The role requires strong leadership and relationship management skills, with responsibility for coordinating multidisciplinary project teams, consultants, contractors and key stakeholders. You will act as the Council's client representative, providing professional advice to senior leadership, elected Members and partner organisations, while managing risk, governance, financial performance and contractual obligations. As part of a high-performing Capital Delivery team, you will play a key role in delivering projects that create lasting social, economic and environmental benefits for residents and contribute to the long-term transformation of places across the borough. Key Responsibilities To lead the end-to-end delivery of complex capital projects from RIBA Stage 0 through to completion and handover. Projects vary from new build to refurbishments including housing, mixed-use, commercial and community infrastructures To manage allocated professional staff and commissioned consultants to provide the appropriate range of property-related professional services and to procure the design and construction elements of construction related services for property projects Lead procurement activties in accordance with the Council's Contract Procedure Rules and Public Contract Regulations. Act as Employer's Agent, Contract Administrator or Client Representative if applicable and where appropriate. Oversee project budgets and commercial performance, ensuring effective cost management, value for money and alignment with approved funding and investment objectives. Build and maintain productive relationships with elected Members, senior officers, development partners, statutory agencies and community stakeholders, ensuring projects reflect both strategic priorities and local needs. Identify, manage and mitigate project risks and issues, developing solutions to complex challenges while maintaining delivery momentum. Prepare and present high-quality reports, business cases and briefing papers for senior leadership, boards, committees and Cabinet decision-making. Provide professional advice to senior officers, elected members and project teams. Promote collaborative working and continuous improvement across the Capital Delivery service.

Mortgage Administrator Mortgage Administrator Coordinator Mortgage Case Administrator Chippenham £27,562 per annum + Bonus Full-Time Monday-Friday Permanent Hybrid - 3 Days Office / 2 Days Home After Probation Introduction Acorn by Synergie is recruiting for a Mortgage Administrator Coordinator to join a leading specialist mortgage brokerage based in Chippenham . This is an excellent opportunity for an experienced Mortgage Administrator, Mortgage Case Administrator, Financial Services Administrator or Mortgage Support Coordinator to join a growing and award-winning business that has been supporting property investors for over 20 years. Working closely with a team of specialist Mortgage Brokers, you'll provide high-level administrative support, manage mortgage applications from submission through to completion, and deliver exceptional customer service throughout the mortgage process. What We Offer £27,562 per annum, plus bonus. Monday to Thursday, 9am-5:30pm. Friday, 9am-5pm. Hybrid working after successful completion of a six-month probation, with 3 days office-based and 2 days from home. Free on-site parking. Competitive annual leave allowance plus bank and religious holidays. Pension scheme. Ongoing career development opportunities. Friendly and vibrant company culture. Key Duties Provide proactive administrative support to a team of specialist Mortgage Brokers. Manage mortgage applications from submission through to completion. Liaise with lenders, solicitors, surveyors, estate agents and customers to progress cases. Enter and maintain confidential client information accurately within specialist mortgage CRM systems. Ensure all records are accurate, up to date and compliant. Handle incoming telephone calls and email enquiries professionally. Draft professional correspondence, letters and documentation using Microsoft Office. Welcome office visitors and assist with general office administration. Maintain office supplies and place orders when required. Liaise with the management team regarding case progression and operational updates. Requirements Previous administrative experience is essential. Experience within mortgages, financial services, banking or the property sector is highly desirable. Excellent verbal and written communication skills. Strong organisational and time management skills with the ability to prioritise a busy workload. High level of accuracy and attention to detail when processing confidential financial information. Professional and discreet approach to handling sensitive information. Proficient in Microsoft Word, Excel and Outlook. Experience using mortgage CRM or financial services systems is advantageous. Interested? If you're an experienced Mortgage Administrator, Mortgage Case Administrator, Mortgage Coordinator, Financial Services Administrator, Mortgage Processing Administrator or Broker Support Administrator looking for your next opportunity in Chippenham , apply today with your up-to-date CV. Acorn by Synergie acts as an employment agency for permanent recruitment.

Administrator GAP Claims Assessment £26,450 + Excellent Benefits Hybrid Working one day WFH Warwick, Warwickshire Looking for your next career move in a supportive, successful and established insurance business? We're recruiting for an Administrator GAP Claims Assessment to join a well-established insurance solutions provider that partners with many of the UK's leading automotive dealer groups. This is an opportunity for someone with administration or customer service experience, who wants to build a long-term career in the insurance industry. What's in it for you? No shifts or weekends - Monday to Friday, 8:30am 5:00pm (37.5 hours) Full training, ongoing development and genuine career progression BUPA healthcare, life insurance & critical illness cover Employee Assistance Programme Staff discounts and regular company social events Modern offices with free on-site parking Excellent transport links close to the A46, Warwick town centre and within walking distance of Warwick Parkway Station The Role of Administrator GAP Claims Assessment As an Administrator GAP Claims Assessment , you'll play a key role in supporting customers through their GAP insurance claims process. You'll ensure every GAP claim is handled efficiently while providing a professional, empathetic and reassuring attitude throughout. Key Responsibilities of Administrator GAP Claims Assessment Manage your own portfolio of GAP insurance claims from start to finish Research current value of customers vehicles and negotiate with motor insurers Speak with customers to explain the claims process and provide regular updates Review and validate documentation to ensure claims are processed accurately Maintain accurate records using internal systems Work closely with colleagues, to ensure claims are resolved efficiently We're looking for someone who: Previous experience in administration, claims handling, insurance, financial services, fleet management or office administration Enjoys helping customers and providing an excellent service Has strong communication, research and interpersonal skills Is organised, proactive and has excellent attention to detail Is confident using Microsoft Office and CRM systems Insurance or motor claims experience would be advantageous but is not essential as full training will be provided

Client Services Administrator Salary : 27,000- 30,000 Location: Farnborough (Hybrid working available) Job Summary: We are recruiting for a highly organised and detail-oriented Client Administrator to join a professional and fast-paced team. The successful candidate will play a key role in supporting client services, ensuring accurate administration, and maintaining high standards of customer care and operational efficiency. This is a hybrid position offering a mix of office-based work in Farnborough and remote working. Key Responsibilities: Provide high-quality administrative support to client-facing teams Maintain and update client records accurately and in line with data protection requirements Handle incoming client queries via email and telephone in a professional manner Prepare and process documentation, reports, and correspondence Support onboarding and ongoing management of client accounts Liaise with internal departments to ensure smooth service delivery Monitor deadlines and ensure tasks are completed in a timely manner Assist with general office administration duties as required Requirements: Previous experience in an administrative or client support role Strong communication and interpersonal skills Excellent attention to detail and accuracy Good organisational and time management abilities Confident using Microsoft Office (Word, Excel, Outlook) Ability to work independently and as part of a team Professional and customer-focused approach Desirable: Experience in a client services or financial/professional services environment Familiarity with CRM systems or database management Experience working in a hybrid or remote-friendly environment Benefits: Competitive salary (based on experience) Hybrid working arrangement Opportunities for training and development Supportive and collaborative team environment Holiday entitlement and company benefits package

Job Description - Maintenance Administration Coordinator Job Title: Maintenance Administration Coordinator Department: Estates / Facilities Management Reports To: Estates Maintenance Manager (or equivalent) Role Purpose To provide comprehensive administrative support to the Estates Maintenance team, ensuring robust, auditable systems and processes are maintained to support operational compliance and service delivery. The postholder will assist with the coordination of maintenance activities, financial administration, record management, contractor liaison, and reporting functions. Key Responsibilities Maintenance Administration Provide administrative support to the Estates Maintenance team to ensure the effective delivery of maintenance services. Maintain accurate and auditable records, ensuring compliance with organisational policies, procedures, and regulatory requirements. Coordinate maintenance-related paperwork, documentation, and service records. Schedule and coordinate contractor and supplier visits, ensuring all relevant documentation is completed and retained. Financial Administration Process purchase requisitions, goods received notices, and invoices through the organisation's financial management system. Raise purchase orders and liaise with suppliers regarding orders, deliveries, and invoicing queries. Monitor and maintain accurate financial records to support budget management and auditing requirements. Contract and Supplier Coordination Support the administration of maintenance contracts and service agreements. Maintain records relating to contractor performance, inspections, service schedules, and compliance documentation. Liaise with internal stakeholders and external suppliers to ensure maintenance services are delivered as planned. Staff Records and Training Administration Record and monitor staff attendance information. Maintain employee records and training databases, ensuring information is accurate and up to date. Coordinate communications between staff and internal/external training providers to support training delivery and compliance requirements. Produce reports relating to staff training, attendance, and competency records as required. Meeting and Communication Support Organise meetings, prepare supporting documentation, and distribute relevant information. Attend meetings and accurately record, prepare, and distribute minutes and actions. Develop and maintain effective working relationships with colleagues, contractors, suppliers, and external service providers. Computerised Maintenance Management System (CMMS) Operate and maintain the Computerised Maintenance Management System (CMMS). Allocate, monitor, update, and close maintenance work orders. Record maintenance activities and generate reports to support operational performance monitoring and compliance assurance. Ensure maintenance data is accurate, complete, and available for management reporting and audit purposes. Person Specification Essential Skills and Experience Experience in an administrative or coordination role. Strong organisational and record-keeping skills with excellent attention to detail. Experience using computerised systems and databases. Competent in Microsoft Office applications, particularly Word, Excel, and Outlook. Ability to prioritise workloads and meet deadlines. Excellent written and verbal communication skills. Experience producing accurate meeting minutes and reports. Desirable Skills and Experience Experience working within estates, facilities management, maintenance, engineering, or a similar operational environment. Knowledge of Computerised Maintenance Management Systems (CMMS). Experience using financial management or purchase order systems. Understanding of compliance, audit, and quality assurance processes. Key Attributes Professional and reliable approach to work. Strong attention to accuracy and data integrity. Ability to work independently and as part of a team. Proactive problem-solving skills. Commitment to maintaining confidentiality and compliance standards. Blue Arrow is proud to be a Disability Confident Employer and is committed to helping find great work opportunities for great people.

Estate Agent Lister Without doubt the perfect job role for an out and out Lister as all you need to do is value, list and close. You MUST be prepared to do prospecting so / self generation / door knocks as this is at least 50% of your role. As a company they generate 50 to 60 market appraisals per month off of their our own marketing, but Listers are expected to chip in with self generation with 15 or so listings per month of their own. An OUTSTANDING personal listing commission structure awaits an experienced Lister with 3 thresholds dependent on bankings and starting at 10% and increasing to 12.5% and then 15%. You will join the current Lister who has personally banked £250,000 in 2025. You will work in a pure listing role so you will not be expected to sell or sales progress as there are dedicated Sales Negotiators and a Sales Progressor so what a breath of fresh air this position holds for an Agent who loves to list. The salary package on offer is equally as impressive with a £25,000 basic salary with on target earnings of £70,000 which is realistic. Estate Agent Lister As an independent business, all ideas are heard, and talent is nurtured to provide scope for future progression and promotion internally. Typically, with at least 2 years experience you will be expected to list, negotiate, and represent the Estate Agency to the highest standard. Estate Agent Lister They allow an environment where day to day independence is offered with minimal interference, so this role will suit an individual candidate. Estate Agent Lister Day to day you will be working as part of a team to ensure your clients get the results that they have employed you for, whilst working closely with the Directors to achieve the branch target and objectives. Estate Agent Lister £70,000 on target earnings. Basic salary £25,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.

Our client is a successful and well established top London Mortgage Brokerage and they are currently looking for an experienced Mortgage and Protection Administrator to join the team The client is happy to offer Remote working with ad hoc visits to the London office This is such a rare option in todays market You must have experience doing Mortgages Administration in an independent brokerage We are looking for experienced Administrators who have dealt with a full panel of Lenders Base circa £30-35000 plus benefits and bonus Mon-Fri only For this and other Financial Services roles in West Sussex please call Jason at Astral

Assistant to Financial Advisor Sutton Coldfield (Office based) 30,000 to 35,000 depending on experience Ref: JC/BCR/32442a Bell Cornwall Recruitment are currently searching for an experienced Assistant to Financial Advisor or an PA / administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different 'products' from Pensions, Investments, Protection and more. What we're looking for This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You'll have: Essential: Previous experience working as a Financial Services Administrator within an Independent Financial Adviser (IFA) or financial planning firm. Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications. A good understanding of pensions, investments, ISAs and protection products. Excellent organisational skills and exceptional attention to detail. Strong communication and customer service skills. What you'll be doing Your responsibilities will include: Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person. Managing advisers' diaries and arranging client meetings. Preparing client meeting packs, valuations and review documentation. Processing new business for pensions, investments, ISAs and protection policies. Submitting applications and ensuring all documentation is accurate and compliant. Monitoring applications through to completion and keeping clients and advisers updated on progress. Using provider platforms to obtain valuations, process transactions, request information and service existing business. Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information. Preparing paperwork for annual reviews and ongoing client servicing. If you are an Assistant to Financial Advisor or if you have admin and secretarial experience from a financial planning firm please apply now! INDHP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

Client Services Associate Administration & Customer Service Gloucester £27,000 - £30,000 Looking to take the next step in your client services career? Join a progressive, supportive, and rewarding environment where your contribution truly matters. What's in it for you? Competitive salary: £27,000 £30,000 per year Immediate start: Begin as soon as you're ready Enjoy your birthday off: Celebrate with a paid day s leave Flexible benefits: Choose from options including private medical insurance, an electric car scheme, group income protection, critical illness, and life insurance Casual dress code: Enjoy a relaxed work environment Personal development: Access to comprehensive training and development opportunities to help you build your expertise The Role As an Associate in the Client Services team, you will provide essential administrative and client-facing support to a team of advisers. You'll be at the heart of a fast-paced independent financial advice business, helping clients navigate complex financial decisions. You ll work alongside experts in the field and contribute to a business recognised for high standards and a commitment to excellent customer service. What you'll be doing Process new business applications and associated client paperwork, ensuring accuracy and efficiency Verify client identity electronically and manage key client data securely Chase applications and client requests through to a timely completion Assist advisers with client cash management and placing trades on provider platforms Maintain up-to-date client and plan records using Intelligent Office back-office system Upload and organise documentation according to established procedures Respond promptly to queries from clients, providers, and advisers, delivering excellent customer service Receive and direct incoming telephone calls and documentation appropriately Support advisers with the provision of quotations, applications, and key features for client meetings Manage all assigned tasks efficiently, adapting your day as client needs demand Promote professionalism, equality, and a safe working environment at all times What we're looking for 5 GCSEs at grade C/4 or above (or equivalent), including Maths and English Strong communication skills: able to adapt your approach for clients and colleagues alike Excellent organisational skills: able to prioritise and manage competing tasks efficiently Commitment to delivering excellent customer service Effective team player with a collaborative approach Confidence using technology and learning new systems previous experience with Intelligent Office is a bonus Keen to further develop your expertise in a professional environment Basic understanding of financial products and relevant FCA regulations preferred What's on offer? Based in: Gloucester Employment type: Permanent, full-time role Enjoy your birthday off: Celebrate with a paid day s leave Flexible benefits: Choose from options including private medical insurance, an electric car scheme, group income protection, critical illness, and life insurance Casual dress code: Enjoy a relaxed work environment Personal development: Access to comprehensive training and development opportunities to help you build your expertise This is an excellent opportunity to play a vital part in delivering high-quality financial services, build meaningful client relationships, and develop your skills in a growing, forward-thinking company. If you thrive in a busy, people-focused, and supportive team, please don't hesitate and apply! We'll be in touch once we've reviewed your application.

Our client is a successful and well established top London Mortgage Brokerage and they are currently looking for an experienced Mortgage and Protection Administrator to join the team The client is happy to offer Remote working with ad hoc visits to the London office This is such a rare option in todays market You must have experience doing Mortgages Administration in an independent brokerage We are looking for experienced Administrators who have dealt with a full panel of Lenders Base circa £30-35000 plus benefits and bonus Mon-Fri only For this and other Financial Services roles in West Sussex please call Jason at Astral

IFA New Business Administrator Location: Colchester, Essex Salary: 30,000 - 33,500 Days/ Hours of work: Monday - Friday, 8:30am - 5:00pm Benefits 23 days holiday + bank holidays (increasing to 25 days after 5 years) Office closure over Christmas Death in Service policy Income Protection Workplace pension scheme Friendly, close knit and supportive team environment Parking costs covered/ space provided where available A well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team. This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish. Duties Processing new business applications for both new and existing clients Managing pension and ISA transfers from initiation through to completion Handling trust applications and inheritance tax planning cases Processing tax wrapper switches and withdrawals Setting up investment income and pension income Managing Letters of Authority and annuity applications Submitting applications and ensuring accurate completion across all systems Tracking cases and providing updates through to completion Liaising with providers and clients to resolve queries Using intelliflo as the core CRM/database system Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter Processing fund withdrawals and coordinating payments to clients The ideal candidate Experience within an IFA firm (essential) Strong background in new business processing across a variety of financial products Experience handling cases from start to finish Excellent attention to detail and organisational skills Strong communication and relationship building abilities A team player who thrives in a collaborative, friendly but hardworking environment Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

We are delighted to be working alongside our small, growing and very reputable financial services client (on a sole agency basis) as they seek to expand their team at their Haywards Heath office. Financial Services Administrator Haywards Heath with parking available nearby. Office is a short walk from the station area. Full time permanent role - Monday - Friday (Apply online only). Hybrid role with 3 days in the office and 2 days working from home per week. A 1/4 ratio could also be considered. Salary £28000 - £32000 plus very good all round company benefits, 25 days holidays plus all UK bank holidays. Salary could be slightly higher for a candidate with very relevant financial services experience The role is ideal for someone with previous experience within the financial services sector, pensions, insurance, IFA, wealth management or similar. The role - Financial Services Administrator My client is seeking a Financial Services Administrator to provide vital support to their adviser team, ensuring the smooth delivery of high-quality service to clients. This is an excellent opportunity for someone with experience in financial services administration who is looking to develop their career within a professional and collaborative environment. Duties will include: As a Financial Services Administrator, you will play a key role in supporting advisers and clients throughout the advice process - your responsibilities will include: Preparing and processing new business applications Managing client administration and maintaining accurate records Liaising with providers, clients and internal stakeholders Preparing documentation and paperwork for advisers Monitoring applications through to completion Providing general administrative support to the adviser team Ensuring client files remain compliant and up to date Experience, competencies and knowledge required: Previous experience within financial services administration Excellent organisational and communication skills Strong attention to detail and accuracy Ability to manage multiple tasks and priorities effectively A proactive and professional approach to client service For more information regarding this new and exciting Financial Services Administrator opportunity, please apply now! Short-listing will take place soon - don't miss out! Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job

Our client is a successful and well established top London Mortgage Brokerage and they are currently looking for an experienced Mortgage and Protection Administrator to join the team The client is happy to offer Remote working with ad hoc visits to the London office This is such a rare option in todays market You must have experience doing Mortgages Administration in an independent brokerage We are looking for experienced Administrators who have dealt with a full panel of Lenders Base circa £30-35000 plus benefits and bonus Mon-Fri only For this and other Financial Services roles in West Sussex please call Jason at Astral

We have a fantastic opportunity with our client, a growing professional services firm, who are looking to hire an Accounts & Corporate Tax Administrator for their team in Farnham. This is a varied onsite role combining accounts administration, Corporation Tax support, client communication and general administrative responsibilities. Your responsibilities will include: Providing administrative support across accounts and tax functions, helping ensure client work is processed accurately, efficiently and within required deadlines. Maintaining accurate and secure client records, documents and correspondence Supporting the preparation and submission of accounts to relevant authorities Monitoring submissions, dealing with queries and resolving any issues Managing Corporation Tax reminders, submissions, repayments and follow-ups Communicating with clients regarding deadlines, documentation and queries Supporting billing administration and relevant correspondence Managing scanning, filing and other administrative processes Supporting the wider team with ad-hoc administrative requirements We would love to hear from you if you have the following skills and experience: Experience in a finance administrative role, ideally within accountancy, tax or professional services An understanding of accounts, corporation tax or HMRC processes would be a distinct advantage. You are naturally organised and have strong excellent attention to detail You are confident managing deadlines and multiple priorities You are comfortable handling sensitive and confidential financial information Confident using Microsoft Office and other business systems If you're an organised administrator looking to develop your career within an accounting or tax environment, we would love to hear from you.

Senior Investment Operations Administrator Location: Liverpool City Centre Hours: Monday-Friday, 9am-5pm Salary: Competitive (DOE) Benefits: Excellent benefits package A fantastic opportunity has arisen for an experienced Senior Investment Operations Administrator to join a growing financial services organisation. This senior position sits within the Operations team and plays a key role in regulatory reporting, process improvement, quality assurance and the day-to-day support of Investment Operations. Key Responsibilities Reporting into the Investment Operations Supervisor, this role is responsible for supporting the delivery of high-quality investment administration services. The Senior will act as a key point of contact for query resolution, perform quality control checks, and support the training and development of team members. The role contributes to maintaining operational excellence and ensuring regulatory compliance across all processes. What We're Looking For Strong analytical and numerical skills Excellent written and verbal communication abilities Proven experience within financial services, ideally in an Investment Operations environment Good working knowledge of investment-related regulation (e.g. ISAs, pensions, FCA CASS/COBS) Advanced Excel skills with experience handling and analysing large datasets Ability to produce clear, concise business and operational documentation Experience managing initiatives or process improvements end to end High level of attention to detail and accuracy Ability to work autonomously while contributing effectively within a team Qualifications CISI Investment Operations Certificate (IOC) or equivalent qualification If this role is of interest, please email your CV to (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.