This hybrid-based Paraplanner job in Wirral is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors. You will be involved in assisting the business provide holistic financial planning and cashflow modelling to their clients. As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include: Preparing pre-approval documents prior to report writing, ensuring recommendations are appropriate Providing accurate, timely and compliant suitability reports Utilising technology to produce accurate solutions Undertake financial calculations including CGT and annual allowances Ensuring al advice documentation is compliant Effectively communicating internally and externally Working closely with the Financial Adviser's to gather sufficient information Provide clear instructions to the team of Administrators to ensure proposals and documents are completed correctly Paraplanner Requirements You should have experience as a Paraplanner You should good knowledge of financial planning and have experience of writing bespoke pieces of advice for complex cases You should be confident undertaking research and financial calculations You should ideally hold your Level 4 Diploma in Financial Planning (or equivalent) or be willing to work towards this (support provided) The Company This national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. Paraplanner Benefits Salary of up to £40,000 depending on experience plus company benefits Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days Hybrid working after being signed off as competent (typically in line with probation sign off) 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Wirral Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Oct 11, 2025
Full time
This hybrid-based Paraplanner job in Wirral is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors. You will be involved in assisting the business provide holistic financial planning and cashflow modelling to their clients. As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include: Preparing pre-approval documents prior to report writing, ensuring recommendations are appropriate Providing accurate, timely and compliant suitability reports Utilising technology to produce accurate solutions Undertake financial calculations including CGT and annual allowances Ensuring al advice documentation is compliant Effectively communicating internally and externally Working closely with the Financial Adviser's to gather sufficient information Provide clear instructions to the team of Administrators to ensure proposals and documents are completed correctly Paraplanner Requirements You should have experience as a Paraplanner You should good knowledge of financial planning and have experience of writing bespoke pieces of advice for complex cases You should be confident undertaking research and financial calculations You should ideally hold your Level 4 Diploma in Financial Planning (or equivalent) or be willing to work towards this (support provided) The Company This national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. Paraplanner Benefits Salary of up to £40,000 depending on experience plus company benefits Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days Hybrid working after being signed off as competent (typically in line with probation sign off) 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Wirral Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Robert Half Ltd are delighted to be working with a growing business based in Oxford that are looking for a Finance Operations Manager to join the team. This role will ensure controls over all payrolls, cash operations and treasury across the finance department. Offering up to £50,000, hybrid working + excellent benefits. Key Objectives: Management of the Payroll Lead and Payroll Administrator, overs click apply for full job details
Oct 11, 2025
Full time
Robert Half Ltd are delighted to be working with a growing business based in Oxford that are looking for a Finance Operations Manager to join the team. This role will ensure controls over all payrolls, cash operations and treasury across the finance department. Offering up to £50,000, hybrid working + excellent benefits. Key Objectives: Management of the Payroll Lead and Payroll Administrator, overs click apply for full job details
Edith Stein Catholic Academy Trust
Waterlooville, Hampshire
Job Title: Deputy Finance Manager Location: Waterlooville, Hampshire Salary: £33,178 to £45,076 (Grade E/F) per annum Initial PayScale and Duties will be dependent upon previous qualifications and experience held Job Type: Permanent, Full time, 52 Weeks per year Start Date: November 2025 or ASAP About the role: The Directors of the Edith Stein Catholic Academy Trust (ESCAT) are seeking to appoint a Deputy Finance Manager to join our hardworking, committed and enthusiastic team and to assist the Finance Manager in the smooth running of the finance function at Oaklands Catholic School and of the Trust. The Initial PayScale will be dependent on previous experience and the level of qualifications already held. The Trust is willing to upskill the right candidate and pay will increase to reflect the duties, responsibilities and progress performed of the candidate. The Directors are looking for someone who has a Level 4 AAT qualification or above, or working towards this. A proven track-record and experience in a finance role within an Academy Trust would be highly considered. Equally the Directors welcome applications from those with Finance management experience in the public sector. The Trust is happy to provide the required training and development opportunity for the right candidate leading towards completion of a higher level qualification as required. This will be dependent on previous experience and the level of qualifications already held. The successful candidate will initially work on providing financial management services across two schools and then other schools as they join the Trust and deputising for the Finance Manager when necessary. Key Responsibilities: Management Line manage the Finance Team by ensuring tasks and job roles are completed effectively and to a high-standard This includes ensuring performance management procedures are completed effectively and that staff training requirements are highlighted and addressed within the constraints of the CPD budget Ensure statutory and development CPD is completed for all staff for whom responsible Financial Management Assist in the preparation and monitoring of the budget, and advise on any important budgetary considerations Use the agreed budget to monitor and control performance to achieve value for money, producing monthly reports for budget holders Identify and inform the ESCAT FM (Finance Manager) of the causes of any significant variance and take prompt corrective action as directed Ensure that the Trust s financial policies and procedures are followed, consistent with the requirements of the DfE, Companies House, auditors and trustees with the support of the ESCAT FM Administration Liaise with the Business Support Team and Student Services Team to ensure all finance related processes and procedures are followed and maintained Further details related to the position can be found in the Application Pack on our website or is available on request. About You: Essential: Educated to A Level with passes in Maths and at least one other A Level subject (or college equivalent) In possession of a Level 4 qualification in Finance Accounting or a robust proven track-record of financial management Willingness to undertake further CPD or qualifications if required Sound administrator with attention to detail Working with a range of financial software programmes, MIS and Microsoft applications Ability to motivate and manage a team Excellent time management, communication, organisation and listening skills Good IT Skills Skilled with attention to detail Happy to develop leadership and management techniques relevant to the post Stamina and resilience and ability to work under pressure Committed to personal development Strong commitment to team-working and partnership Ability to work in a Catholic Trust and be sensitive to its ethos The following would be desirable: Experience of working in a school setting or other public sector setting in a similar role Educated to Degree Level An understanding of the Trust s role in the community Benefits: Generous pension scheme Free onsite parking Access to the canteen serving delicious home made hot and cold food An active staff association which organises staff socials throughout the year and an emphasis on staff well-being Please note all staff will be required to complete an Enhanced DBS application following the initial offer of employment. Additional Information: Closing date: Tuesday 30th September 2025 Interviews: Week commencing 6th October 2025 Please note that once you have applied for the role you will be sent an email with an application form to fill in. This form will need to be fully completed and returned for your application to be considered. Please click the APPLY to submit your application for this role and you will be sent an email with application forms to complete. Candidates with previous job titles and experience of; Deputy Finance Services Manager, Assistant Finance Manager, Senior Accounting Manager, Financial Controller, Chief Financial Officer, Deputy Chief Financial Officer, CCAB Qualified Accountant, Senior Accountant, Finance Manager, Finance Supervisor, ACA, CIMA, ACCA may be considered for this role.
Oct 10, 2025
Full time
Job Title: Deputy Finance Manager Location: Waterlooville, Hampshire Salary: £33,178 to £45,076 (Grade E/F) per annum Initial PayScale and Duties will be dependent upon previous qualifications and experience held Job Type: Permanent, Full time, 52 Weeks per year Start Date: November 2025 or ASAP About the role: The Directors of the Edith Stein Catholic Academy Trust (ESCAT) are seeking to appoint a Deputy Finance Manager to join our hardworking, committed and enthusiastic team and to assist the Finance Manager in the smooth running of the finance function at Oaklands Catholic School and of the Trust. The Initial PayScale will be dependent on previous experience and the level of qualifications already held. The Trust is willing to upskill the right candidate and pay will increase to reflect the duties, responsibilities and progress performed of the candidate. The Directors are looking for someone who has a Level 4 AAT qualification or above, or working towards this. A proven track-record and experience in a finance role within an Academy Trust would be highly considered. Equally the Directors welcome applications from those with Finance management experience in the public sector. The Trust is happy to provide the required training and development opportunity for the right candidate leading towards completion of a higher level qualification as required. This will be dependent on previous experience and the level of qualifications already held. The successful candidate will initially work on providing financial management services across two schools and then other schools as they join the Trust and deputising for the Finance Manager when necessary. Key Responsibilities: Management Line manage the Finance Team by ensuring tasks and job roles are completed effectively and to a high-standard This includes ensuring performance management procedures are completed effectively and that staff training requirements are highlighted and addressed within the constraints of the CPD budget Ensure statutory and development CPD is completed for all staff for whom responsible Financial Management Assist in the preparation and monitoring of the budget, and advise on any important budgetary considerations Use the agreed budget to monitor and control performance to achieve value for money, producing monthly reports for budget holders Identify and inform the ESCAT FM (Finance Manager) of the causes of any significant variance and take prompt corrective action as directed Ensure that the Trust s financial policies and procedures are followed, consistent with the requirements of the DfE, Companies House, auditors and trustees with the support of the ESCAT FM Administration Liaise with the Business Support Team and Student Services Team to ensure all finance related processes and procedures are followed and maintained Further details related to the position can be found in the Application Pack on our website or is available on request. About You: Essential: Educated to A Level with passes in Maths and at least one other A Level subject (or college equivalent) In possession of a Level 4 qualification in Finance Accounting or a robust proven track-record of financial management Willingness to undertake further CPD or qualifications if required Sound administrator with attention to detail Working with a range of financial software programmes, MIS and Microsoft applications Ability to motivate and manage a team Excellent time management, communication, organisation and listening skills Good IT Skills Skilled with attention to detail Happy to develop leadership and management techniques relevant to the post Stamina and resilience and ability to work under pressure Committed to personal development Strong commitment to team-working and partnership Ability to work in a Catholic Trust and be sensitive to its ethos The following would be desirable: Experience of working in a school setting or other public sector setting in a similar role Educated to Degree Level An understanding of the Trust s role in the community Benefits: Generous pension scheme Free onsite parking Access to the canteen serving delicious home made hot and cold food An active staff association which organises staff socials throughout the year and an emphasis on staff well-being Please note all staff will be required to complete an Enhanced DBS application following the initial offer of employment. Additional Information: Closing date: Tuesday 30th September 2025 Interviews: Week commencing 6th October 2025 Please note that once you have applied for the role you will be sent an email with an application form to fill in. This form will need to be fully completed and returned for your application to be considered. Please click the APPLY to submit your application for this role and you will be sent an email with application forms to complete. Candidates with previous job titles and experience of; Deputy Finance Services Manager, Assistant Finance Manager, Senior Accounting Manager, Financial Controller, Chief Financial Officer, Deputy Chief Financial Officer, CCAB Qualified Accountant, Senior Accountant, Finance Manager, Finance Supervisor, ACA, CIMA, ACCA may be considered for this role.
After probation (3 days office / 2 days home) This respected Wealth Management firm, based in Putney, is looking to appoint an experienced Financial Administrator with between 1-3 years' experience in a Financial Planning or IFA setting. You'll join a welcoming and collaborative team supporting Advisers with new business processing, valuations, and client documentation. The firm prides itself on creating a culture of trust, flexibility, and professional growth. The details: Competitive salary depending on experience Hybrid working pattern after probation Straightforward interview process (video call + final face-to-face) Genuine opportunity to progress within a growing firm If you're looking for a supportive environment where you'll be valued and encouraged to grow, this could be your next move, contact Laura at Financial Divisions
Oct 10, 2025
Full time
After probation (3 days office / 2 days home) This respected Wealth Management firm, based in Putney, is looking to appoint an experienced Financial Administrator with between 1-3 years' experience in a Financial Planning or IFA setting. You'll join a welcoming and collaborative team supporting Advisers with new business processing, valuations, and client documentation. The firm prides itself on creating a culture of trust, flexibility, and professional growth. The details: Competitive salary depending on experience Hybrid working pattern after probation Straightforward interview process (video call + final face-to-face) Genuine opportunity to progress within a growing firm If you're looking for a supportive environment where you'll be valued and encouraged to grow, this could be your next move, contact Laura at Financial Divisions
Established Independent Wealth Firm A highly respected independent financial planning firm in Esher is looking for a polished and experienced Senior Administrator to support their Advisers in delivering a first-class client experience. This is a client-facing administrative role, perfect for a mature, professional individual who takes pride in their work and enjoys building strong relationships. You'll handle all aspects of client servicing - preparing review packs, processing new business, liaising with providers, and ensuring each stage of the advice process runs smoothly. Why apply: Competitive salary up to £45,000 depending on experience Close-knit, professional team with an excellent reputation Two-stage interview process (both face-to-face) Long-term, stable role with genuine respect for work-life balance If you're looking for a role where your professionalism and experience are truly valued, apply now to Laura at Financial Divisions for confidential consideration.
Oct 10, 2025
Full time
Established Independent Wealth Firm A highly respected independent financial planning firm in Esher is looking for a polished and experienced Senior Administrator to support their Advisers in delivering a first-class client experience. This is a client-facing administrative role, perfect for a mature, professional individual who takes pride in their work and enjoys building strong relationships. You'll handle all aspects of client servicing - preparing review packs, processing new business, liaising with providers, and ensuring each stage of the advice process runs smoothly. Why apply: Competitive salary up to £45,000 depending on experience Close-knit, professional team with an excellent reputation Two-stage interview process (both face-to-face) Long-term, stable role with genuine respect for work-life balance If you're looking for a role where your professionalism and experience are truly valued, apply now to Laura at Financial Divisions for confidential consideration.
Boutique Wealth Management Firm Are you an experienced Financial Administrator looking to put down roots in a stable, people-first business? This award-winning independent firm is looking for a career-minded Administrator to join their close-knit team in Godalming. You'll be supporting Advisers and Paraplanners across the full client journey - from onboarding and valuations through to producing meeting packs and processing new business. This is a company where everyone genuinely knows each other, where quality matters more than volume, and where you can enjoy a settled, long-term role without constant churn or pressure. What you'll get: Competitive salary up to £35,000 + discretionary bonus One-stage interview and quick decision process Supportive, experienced colleagues and a relaxed, professional culture The chance to become an integral part of a well-respected local firm If you're looking for a long-term, stable opportunity in Financial Services, apply today or message me for a confidential chat to
Oct 10, 2025
Full time
Boutique Wealth Management Firm Are you an experienced Financial Administrator looking to put down roots in a stable, people-first business? This award-winning independent firm is looking for a career-minded Administrator to join their close-knit team in Godalming. You'll be supporting Advisers and Paraplanners across the full client journey - from onboarding and valuations through to producing meeting packs and processing new business. This is a company where everyone genuinely knows each other, where quality matters more than volume, and where you can enjoy a settled, long-term role without constant churn or pressure. What you'll get: Competitive salary up to £35,000 + discretionary bonus One-stage interview and quick decision process Supportive, experienced colleagues and a relaxed, professional culture The chance to become an integral part of a well-respected local firm If you're looking for a long-term, stable opportunity in Financial Services, apply today or message me for a confidential chat to
PENSIONS & INVESTMENTS ADMINISTRATOR LOCATION WIGAN SALAY UP TO 30,000 One of our well established clients, a Chartered Wealth Management firm in Southport are keen to take onboard an additional IFA Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: " Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner " Sort and allocate the post when necessary " Meet and greet visitors when necessary " Prepare client valuations and ensure back office system is updated (Intelligent Office) " Prepare review packs when necessary " Fully utilise back office system and ensure it is kept up to date with accurate information " Process new business and follow up until policy issue " Scan and file documents using the document management system (Papercloud) " Process client withdrawals and Bed & ISA transfers " Disinvest to ensure adviser charges are paid when necessary " Complete fund switches on client portfolio's What you'd have: " Excellent interpersonal skills both written and verbal " Accurate with good attention to detail " Excellent time management " Excellent IT skills including knowledge of Microsoft Office products " Detailed knowledge of the FCA's rules and requirements " Broad knowledge of the financial services sector " At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of our consultants. Ref: NJR 15160
Oct 10, 2025
Full time
PENSIONS & INVESTMENTS ADMINISTRATOR LOCATION WIGAN SALAY UP TO 30,000 One of our well established clients, a Chartered Wealth Management firm in Southport are keen to take onboard an additional IFA Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: " Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner " Sort and allocate the post when necessary " Meet and greet visitors when necessary " Prepare client valuations and ensure back office system is updated (Intelligent Office) " Prepare review packs when necessary " Fully utilise back office system and ensure it is kept up to date with accurate information " Process new business and follow up until policy issue " Scan and file documents using the document management system (Papercloud) " Process client withdrawals and Bed & ISA transfers " Disinvest to ensure adviser charges are paid when necessary " Complete fund switches on client portfolio's What you'd have: " Excellent interpersonal skills both written and verbal " Accurate with good attention to detail " Excellent time management " Excellent IT skills including knowledge of Microsoft Office products " Detailed knowledge of the FCA's rules and requirements " Broad knowledge of the financial services sector " At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of our consultants. Ref: NJR 15160
We are looking for a Legacy Administrator to support the administration of legacies left to the charity. This vital role helps ensure that Dogs Trust receives the legacy income needed to continue our life-saving work with dogs, while working closely with colleagues across the Legal Department to keep the charity operating smoothly and effectively. What does this role do? As a Legacy Administrator you will: Process incoming legacy notifications, involving managing post, opening new files on the First Class 4 database, and accurately inputting data from solicitors and Smee & Ford notification reports. Manage a caseload of pecuniary and specific legacies, ensuring timely receipt of income and accurate record-keeping. Represent and protect the charity s interests in correspondence with solicitors, other beneficiaries, and members of the public. Responding to queries via phone and monitoring and managing the Legacies inbox and escalating significant issues to senior members of the legacy administration team where needed. Maintain up-to-date and accurate records on the First Class 4 database, ensuring all legacy cases are regularly reviewed and progressed. Support with reporting, financial administration, and the management of specific gifts, including obtaining valuations and advice to maximise income for the charity. Process and allocate all legacy income accurately. Provide administrative support to the team and help with other ad hoc tasks as needed. Could this be you? Do you have? proven legacy administration skills preferably gained in a charity or another regulated sector? experience of working with First Class 4 database or an equivalent? excellent written and verbal communication skills? experience of drafting professional correspondence to solicitors and surveyors? Then this could be for you. This is a good opportunity if you are interested in administratively supporting a busy legacy team. Although not essential, a Certificate in Charity Legacy Administration is desirable. What does this team do? The Legal Department sits within the Finance, Legal & Governance Directorate and is responsible for overseeing all legal matters relating to the charity s operations and activities, ensuring compliance with applicable laws, managing legal risks, and providing strategic advice across a wide range of issues. The department works closely with senior leadership, trustees, and external legal partners to navigate complex legal challenges, and is also responsible for Legacy Administration. Interviews anticipated week commencing 3 November 2025 About Dogs Trust We love dogs. That s why we do whatever we can to make sure every four-legged friend gets the love they deserve. We ll never put a healthy dog down, so our work is focused on helping dogs in need, supporting owners every step of the walk, and creating a better world for dogs in the future. It s what we ve been doing since 1891 and how we ve grown to become the UK s leading dog charity, helping 12,000 loyal friends find their forever homes every year.
Oct 10, 2025
Full time
We are looking for a Legacy Administrator to support the administration of legacies left to the charity. This vital role helps ensure that Dogs Trust receives the legacy income needed to continue our life-saving work with dogs, while working closely with colleagues across the Legal Department to keep the charity operating smoothly and effectively. What does this role do? As a Legacy Administrator you will: Process incoming legacy notifications, involving managing post, opening new files on the First Class 4 database, and accurately inputting data from solicitors and Smee & Ford notification reports. Manage a caseload of pecuniary and specific legacies, ensuring timely receipt of income and accurate record-keeping. Represent and protect the charity s interests in correspondence with solicitors, other beneficiaries, and members of the public. Responding to queries via phone and monitoring and managing the Legacies inbox and escalating significant issues to senior members of the legacy administration team where needed. Maintain up-to-date and accurate records on the First Class 4 database, ensuring all legacy cases are regularly reviewed and progressed. Support with reporting, financial administration, and the management of specific gifts, including obtaining valuations and advice to maximise income for the charity. Process and allocate all legacy income accurately. Provide administrative support to the team and help with other ad hoc tasks as needed. Could this be you? Do you have? proven legacy administration skills preferably gained in a charity or another regulated sector? experience of working with First Class 4 database or an equivalent? excellent written and verbal communication skills? experience of drafting professional correspondence to solicitors and surveyors? Then this could be for you. This is a good opportunity if you are interested in administratively supporting a busy legacy team. Although not essential, a Certificate in Charity Legacy Administration is desirable. What does this team do? The Legal Department sits within the Finance, Legal & Governance Directorate and is responsible for overseeing all legal matters relating to the charity s operations and activities, ensuring compliance with applicable laws, managing legal risks, and providing strategic advice across a wide range of issues. The department works closely with senior leadership, trustees, and external legal partners to navigate complex legal challenges, and is also responsible for Legacy Administration. Interviews anticipated week commencing 3 November 2025 About Dogs Trust We love dogs. That s why we do whatever we can to make sure every four-legged friend gets the love they deserve. We ll never put a healthy dog down, so our work is focused on helping dogs in need, supporting owners every step of the walk, and creating a better world for dogs in the future. It s what we ve been doing since 1891 and how we ve grown to become the UK s leading dog charity, helping 12,000 loyal friends find their forever homes every year.
IFA Administrator Nottingham, Salary up to 30,000 (experience dependent) Hybrid working is available (2 Days Per week Flexible working hours. 6% Pension X3 Death in service NJR are currently working with a very well established and highly successful Chartered Wealth Management practice, who have a strong presence in the market place. As a result of organic growth, they now have an excellent opportunity for an ambitious and professional Senior IFA Administrator to join their thriving Business. This role would suit someone who is looking for the opportunity to work for an innovative and forward-thinking company, which will support you with your qualifications and career progression. You will ideally be working towards Diploma status and be familiar with a range of financial platforms, and have strong product knowledge in Pensions and Investments. Responsibilities, Processing financial transactions (related to investments, insurance policies, sales, fund switches, withdrawals, and so on) from the moment they are agreed and seeing them through to completion. " Communication to clients throughout the transaction process. " Requesting and collating financial information. " Preparing application forms and client documentation. " General client administration and communication. " Addressing complex administration queries and investigating any problems. " Providing support to financial planning advisers and paraplanners as required. " Processing new business The successful candidate will need to have previous experience of working within the Wealth Management sector as a Administrator and would ideally suit someone with a sound working knowledge of (Back Office system) It is expected that you will be consistently accurate in your work, be able to work on your own initiative and maintain the high level of professionalism that our clients expect. For more information please contact one of our specialist consultants quoting REF:NJR16042
Oct 10, 2025
Full time
IFA Administrator Nottingham, Salary up to 30,000 (experience dependent) Hybrid working is available (2 Days Per week Flexible working hours. 6% Pension X3 Death in service NJR are currently working with a very well established and highly successful Chartered Wealth Management practice, who have a strong presence in the market place. As a result of organic growth, they now have an excellent opportunity for an ambitious and professional Senior IFA Administrator to join their thriving Business. This role would suit someone who is looking for the opportunity to work for an innovative and forward-thinking company, which will support you with your qualifications and career progression. You will ideally be working towards Diploma status and be familiar with a range of financial platforms, and have strong product knowledge in Pensions and Investments. Responsibilities, Processing financial transactions (related to investments, insurance policies, sales, fund switches, withdrawals, and so on) from the moment they are agreed and seeing them through to completion. " Communication to clients throughout the transaction process. " Requesting and collating financial information. " Preparing application forms and client documentation. " General client administration and communication. " Addressing complex administration queries and investigating any problems. " Providing support to financial planning advisers and paraplanners as required. " Processing new business The successful candidate will need to have previous experience of working within the Wealth Management sector as a Administrator and would ideally suit someone with a sound working knowledge of (Back Office system) It is expected that you will be consistently accurate in your work, be able to work on your own initiative and maintain the high level of professionalism that our clients expect. For more information please contact one of our specialist consultants quoting REF:NJR16042
IFA Administrator Sutton Coldfield Salary up to 28,000 Free Parking Private Health Insurance X4 Death in Service Our Client are a very well-respected and long standing Independent Financial Planning firm who are looking for an experienced IFA Administrator to join their vibrant and growing organisation based in the Sutton Coldfield area. Our Client provides in-depth advice across all areas of personal finance including Pensions, Investments, Protection and Inheritance Tax and prides itself on the breadth of its collective knowledge and high levels of customer service. Our Client offer a friendly and family oriented working environment where development is encouraged and full exam funding is available. This exciting position focuses on supporting advisers to deliver a first-class service through timely generation of compliant and accurate supporting documents and valuations. This role would suit an experienced administrator who enjoys working as a team in a fast-paced environment and who is proficient in obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and interfacing with clients. The Required Skills: Responsibilities " Experience of working within an IFA firm in an administrative role supporting financial advisers " CF1, R01, or equivalent desirable. " Personable, confident professional who is comfortable dealing with clients and colleagues by telephone and face to face. " Proficiency in Intelligent Office and Microsoft Office. " An understanding and working knowledge around pensions and investments " Outstanding organisational skills " New business processing " Getting quotes, inputting data, liaising with pension/investment companies, dealing with clients and advisers " Managing data on Intelligent Office " Experience of using Intelligent Office is desirable " Managing investments on wrap platforms. We predominantly use Standard Life but also Old Mutual, Transact, Novia, Ascentric and AJ Bell " In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level. For further information please contact one of our specialist consultants quoting REF: NJR16034
Oct 10, 2025
Full time
IFA Administrator Sutton Coldfield Salary up to 28,000 Free Parking Private Health Insurance X4 Death in Service Our Client are a very well-respected and long standing Independent Financial Planning firm who are looking for an experienced IFA Administrator to join their vibrant and growing organisation based in the Sutton Coldfield area. Our Client provides in-depth advice across all areas of personal finance including Pensions, Investments, Protection and Inheritance Tax and prides itself on the breadth of its collective knowledge and high levels of customer service. Our Client offer a friendly and family oriented working environment where development is encouraged and full exam funding is available. This exciting position focuses on supporting advisers to deliver a first-class service through timely generation of compliant and accurate supporting documents and valuations. This role would suit an experienced administrator who enjoys working as a team in a fast-paced environment and who is proficient in obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and interfacing with clients. The Required Skills: Responsibilities " Experience of working within an IFA firm in an administrative role supporting financial advisers " CF1, R01, or equivalent desirable. " Personable, confident professional who is comfortable dealing with clients and colleagues by telephone and face to face. " Proficiency in Intelligent Office and Microsoft Office. " An understanding and working knowledge around pensions and investments " Outstanding organisational skills " New business processing " Getting quotes, inputting data, liaising with pension/investment companies, dealing with clients and advisers " Managing data on Intelligent Office " Experience of using Intelligent Office is desirable " Managing investments on wrap platforms. We predominantly use Standard Life but also Old Mutual, Transact, Novia, Ascentric and AJ Bell " In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level. For further information please contact one of our specialist consultants quoting REF: NJR16034
Financial Planning Administrator Leicester Salary up to £30,000 Our client are a well-established Wealth management organisation who have an excellent opportunity for an ambitious and talented 'Client Relationship Manager' to join their team based in the Leicester area. This role will suit someone who has been working within Financial Planning industry and has experience of processing new business with regards to Pensions & Investments. You will be providing paraplanning support to the Managing Director and other advisers in order to ensure that customer service is of the highest standard and so that regulatory requirements are met. Daily you will be responsible for. " Accurately and efficiently supporting advisers " Preparing for client meetings " Completing Post meeting tasks for advisers " Producing accurate and timely quotations and research for clients " Dealing with non-advice client requests such as withdrawals and contributions " Letter/Email/Phone communication with clients and providers " Regularly updating internal back office systems " Writing high level client letters and emails " Submitting and monitoring new business " Ensuring all compliance points met (as per regulatory requirements) " Maintain and proactively secure Product, Technical and Regulatory knowledge to enhance " personal performance " Establish strong client relationships. " Carrying out other office tasks and activities as required The successful candidate must have previous experience as an Administrator working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. For further information please contact one of our specialist consultants quoting NJR15954
Oct 10, 2025
Full time
Financial Planning Administrator Leicester Salary up to £30,000 Our client are a well-established Wealth management organisation who have an excellent opportunity for an ambitious and talented 'Client Relationship Manager' to join their team based in the Leicester area. This role will suit someone who has been working within Financial Planning industry and has experience of processing new business with regards to Pensions & Investments. You will be providing paraplanning support to the Managing Director and other advisers in order to ensure that customer service is of the highest standard and so that regulatory requirements are met. Daily you will be responsible for. " Accurately and efficiently supporting advisers " Preparing for client meetings " Completing Post meeting tasks for advisers " Producing accurate and timely quotations and research for clients " Dealing with non-advice client requests such as withdrawals and contributions " Letter/Email/Phone communication with clients and providers " Regularly updating internal back office systems " Writing high level client letters and emails " Submitting and monitoring new business " Ensuring all compliance points met (as per regulatory requirements) " Maintain and proactively secure Product, Technical and Regulatory knowledge to enhance " personal performance " Establish strong client relationships. " Carrying out other office tasks and activities as required The successful candidate must have previous experience as an Administrator working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. For further information please contact one of our specialist consultants quoting NJR15954
Sales Administrator Car Dealership Diss £28,000+ DOE Full-time Permanent 40 hours per week - Monday Friday The Role We re looking for an experienced Sales Administrator to join a busy car dealership team. You ll be responsible for ensuring all vehicle sales administration is completed accurately and efficiently, supporting the dealership s sales and management teams. Duties Process new and used car sales from order through to delivery Prepare and check invoices, vehicle paperwork, and finance documents Liaise with sales, accounts, and finance companies to ensure smooth transactions Maintain and update dealership systems and stock records Manage vehicle taxation and registration processes Ensure all work meets manufacturer and compliance standards Requirements Proven experience as a Sales Administrator within the motor trade or car dealership Strong administrative and organisational skills High attention to detail and accuracy Confident communicator and proactive team player IT literate (experience with DMS or Kerridge preferred) Benefits £28,000+ basic salary (depending on experience) Monday Friday working hours Career development within a franchised car dealership Supportive team culture and professional environment Apply today to join a leading car dealership as a Sales Administrator and play an essential role in the success of the sales department.
Oct 10, 2025
Full time
Sales Administrator Car Dealership Diss £28,000+ DOE Full-time Permanent 40 hours per week - Monday Friday The Role We re looking for an experienced Sales Administrator to join a busy car dealership team. You ll be responsible for ensuring all vehicle sales administration is completed accurately and efficiently, supporting the dealership s sales and management teams. Duties Process new and used car sales from order through to delivery Prepare and check invoices, vehicle paperwork, and finance documents Liaise with sales, accounts, and finance companies to ensure smooth transactions Maintain and update dealership systems and stock records Manage vehicle taxation and registration processes Ensure all work meets manufacturer and compliance standards Requirements Proven experience as a Sales Administrator within the motor trade or car dealership Strong administrative and organisational skills High attention to detail and accuracy Confident communicator and proactive team player IT literate (experience with DMS or Kerridge preferred) Benefits £28,000+ basic salary (depending on experience) Monday Friday working hours Career development within a franchised car dealership Supportive team culture and professional environment Apply today to join a leading car dealership as a Sales Administrator and play an essential role in the success of the sales department.
ECommerce & Digital Coordinator , Frimley: A leading leisure brand is seeking a Digital and Ecommerce Administrator to support its online operations. This role offers a blend of technical, creative, and commercial responsibilities, ideal for someone passionate about digital retail and brand growth. Client Details ECommerce & Digital Coordinator, Frimley: The hiring company is a well-regarded organisation within the retail industry, known for its commitment to providing exceptional customer experiences. As a small-sized company, they maintain a close-knit team and a collaborative working environment. Description ECommerce & Digital Coordinator, Frimley: Manage and respond to customer service enquiries through digital channels. Assist in maintaining the company's eCommerce platform, ensuring accurate product listings and content updates. Collaborate with internal teams to improve the online shopping experience. Work closely with customer service, sales and finance teams to ensure success of Ecommerce channels Monitor customer feedback and provide actionable insights to enhance service delivery. Support the implementation of digital marketing initiatives to drive online sales. Analyse website performance data and suggest improvements. Ensure all customer interactions are logged and resolved in a timely manner. Stay updated on eCommerce and digital trends within the retail sector. Profile A successful ECommerce & Digital professional should have: Previous experience in customer service, sales administration or eCommerce roles. Potentially be a graduate with a Business or Marketing Degree Knowledge of digital tools and platforms commonly used in the retail industry. Strong problem-solving skills and attention to detail. Ability to work collaboratively with cross-functional teams. Proficiency in managing and analysing website data. Excellent written and verbal communication skills. A passion for improving the digital customer experience. Looking for an office based role (this one is NOT Hybrid) where you have a fun team and lots of people to learn from and help grow your career. Unfortunately no sponsorship is available for this role and a visa with under 24 months would not be suitable for this permanent position. Job Offer Competitive salary of 25,000 to 28,000 per year, based on experience. Permanent role within a supportive and collaborative work environment. Opportunities for professional growth within the retail sector. Convenient location in Frimley with accessible transport links. A chance to contribute to a growing eCommerce and digital team. If you're looking to further your career in the retail industry and take on an exciting challenge in Frimley, we encourage you to apply today
Oct 10, 2025
Full time
ECommerce & Digital Coordinator , Frimley: A leading leisure brand is seeking a Digital and Ecommerce Administrator to support its online operations. This role offers a blend of technical, creative, and commercial responsibilities, ideal for someone passionate about digital retail and brand growth. Client Details ECommerce & Digital Coordinator, Frimley: The hiring company is a well-regarded organisation within the retail industry, known for its commitment to providing exceptional customer experiences. As a small-sized company, they maintain a close-knit team and a collaborative working environment. Description ECommerce & Digital Coordinator, Frimley: Manage and respond to customer service enquiries through digital channels. Assist in maintaining the company's eCommerce platform, ensuring accurate product listings and content updates. Collaborate with internal teams to improve the online shopping experience. Work closely with customer service, sales and finance teams to ensure success of Ecommerce channels Monitor customer feedback and provide actionable insights to enhance service delivery. Support the implementation of digital marketing initiatives to drive online sales. Analyse website performance data and suggest improvements. Ensure all customer interactions are logged and resolved in a timely manner. Stay updated on eCommerce and digital trends within the retail sector. Profile A successful ECommerce & Digital professional should have: Previous experience in customer service, sales administration or eCommerce roles. Potentially be a graduate with a Business or Marketing Degree Knowledge of digital tools and platforms commonly used in the retail industry. Strong problem-solving skills and attention to detail. Ability to work collaboratively with cross-functional teams. Proficiency in managing and analysing website data. Excellent written and verbal communication skills. A passion for improving the digital customer experience. Looking for an office based role (this one is NOT Hybrid) where you have a fun team and lots of people to learn from and help grow your career. Unfortunately no sponsorship is available for this role and a visa with under 24 months would not be suitable for this permanent position. Job Offer Competitive salary of 25,000 to 28,000 per year, based on experience. Permanent role within a supportive and collaborative work environment. Opportunities for professional growth within the retail sector. Convenient location in Frimley with accessible transport links. A chance to contribute to a growing eCommerce and digital team. If you're looking to further your career in the retail industry and take on an exciting challenge in Frimley, we encourage you to apply today
These opportunities are so rare! Are you Level 4 qualified from a Financial Services linked company? IF so, we are looking for a trainee Financial Adviser to join one of the areas market leading, award winning Financial Planning firms This client has a well known business in the Kent area The client is ready to train the successful candidate and give you the chance to become an Financial Adviser in this lucrative industry We are seeking someone who has already passed and gained their Level 4 Diploma in Financial Services The ideal candidate will be a Paraplanner/BDM/Administrator who has had client contact This role will have a realistic 18 month training program and during this period you will work supporting an established Adviser in a support function All training Office based in Sevenoaks Mon-Fri 9-5 Full Benefits package Bonus package Please only apply if you have Level 4 Diploma and some form of Financial Services experience
Oct 10, 2025
Full time
These opportunities are so rare! Are you Level 4 qualified from a Financial Services linked company? IF so, we are looking for a trainee Financial Adviser to join one of the areas market leading, award winning Financial Planning firms This client has a well known business in the Kent area The client is ready to train the successful candidate and give you the chance to become an Financial Adviser in this lucrative industry We are seeking someone who has already passed and gained their Level 4 Diploma in Financial Services The ideal candidate will be a Paraplanner/BDM/Administrator who has had client contact This role will have a realistic 18 month training program and during this period you will work supporting an established Adviser in a support function All training Office based in Sevenoaks Mon-Fri 9-5 Full Benefits package Bonus package Please only apply if you have Level 4 Diploma and some form of Financial Services experience
We are recruiting for a Loan Administrator to work for an award winning financial services team in Wilmslow. Due to company growth they looking for additional support in their processing team. In this role, you'll be a key part of the lending process, working closely with underwriting teams to ensure every check and procedure is completed with precision. It's a great opportunity for someone who takes pride in getting the details right and enjoys being part of a fast-paced, supportive environment.You'll receive a competitive salary of £25,000 - £30,000, plus a great range of benefits, including team socials and trips that make for a vibrant, collaborative workplace.Our client is a forward-thinking financial services company known for delivering outstanding client experiences. They take pride in their supportive culture and commitment to helping every team member succeed. As a Loan Administrator, your responsibilities will include: Reviewing applications to ensure all relevant paperwork is submitted. Organising client information for efficient loan processing. Checking loan-to-value and debt-to-income ratios. Completing detailed affordability assessments. Requesting credit checks and issuing necessary paperwork. Handling enquiries from applicants and lenders. Drafting case rationale for investors and senior management. Completing AML checks and maintaining accurate records. Working to deadlines for submission of paperwork. Package and Benefits: The Loan Administrator role comes with a comprehensive package including: Annual salary of £25,000 - £30,000. 24 holidays plus bank holidays, increasing to 25 after one year. Westfield Health cash plan. 24-hour colleague assistance helpline. Proximity to Wilmslow train station. Team social events and trips. The ideal Loan Administrator candidate will have: Excellent interpersonal and communication skills. Attention to detail and high-level numeracy. Understanding of financial processes and credit scores. Expertise in databases, word processors, and spreadsheets. Proven customer service skills and exceptional organisation. Ability to multi-task and prioritise effectively. If you have experience or interest in roles such as Loan Administrator, Credit Analyst, Underwriting Assistant, Financial Processor, or Loan Officer, you might find the Loans Processor role to be a perfect fit for your skills and career aspirations.If you're ready to take on a challenging and rewarding role as a Loans Processor, apply today to join a company that values its employees and offers a supportive and engaging work environment. Alternatively please call Jenni on for more information.JL_FIN
Oct 10, 2025
Full time
We are recruiting for a Loan Administrator to work for an award winning financial services team in Wilmslow. Due to company growth they looking for additional support in their processing team. In this role, you'll be a key part of the lending process, working closely with underwriting teams to ensure every check and procedure is completed with precision. It's a great opportunity for someone who takes pride in getting the details right and enjoys being part of a fast-paced, supportive environment.You'll receive a competitive salary of £25,000 - £30,000, plus a great range of benefits, including team socials and trips that make for a vibrant, collaborative workplace.Our client is a forward-thinking financial services company known for delivering outstanding client experiences. They take pride in their supportive culture and commitment to helping every team member succeed. As a Loan Administrator, your responsibilities will include: Reviewing applications to ensure all relevant paperwork is submitted. Organising client information for efficient loan processing. Checking loan-to-value and debt-to-income ratios. Completing detailed affordability assessments. Requesting credit checks and issuing necessary paperwork. Handling enquiries from applicants and lenders. Drafting case rationale for investors and senior management. Completing AML checks and maintaining accurate records. Working to deadlines for submission of paperwork. Package and Benefits: The Loan Administrator role comes with a comprehensive package including: Annual salary of £25,000 - £30,000. 24 holidays plus bank holidays, increasing to 25 after one year. Westfield Health cash plan. 24-hour colleague assistance helpline. Proximity to Wilmslow train station. Team social events and trips. The ideal Loan Administrator candidate will have: Excellent interpersonal and communication skills. Attention to detail and high-level numeracy. Understanding of financial processes and credit scores. Expertise in databases, word processors, and spreadsheets. Proven customer service skills and exceptional organisation. Ability to multi-task and prioritise effectively. If you have experience or interest in roles such as Loan Administrator, Credit Analyst, Underwriting Assistant, Financial Processor, or Loan Officer, you might find the Loans Processor role to be a perfect fit for your skills and career aspirations.If you're ready to take on a challenging and rewarding role as a Loans Processor, apply today to join a company that values its employees and offers a supportive and engaging work environment. Alternatively please call Jenni on for more information.JL_FIN
Sewell Wallis is recruiting for an amazing opportunity for an Accounts Payable Assistant to join a well established and growing team based in Leeds, West Yorkshire! This organisation has a rich history and this Accounts Payable Assistant would be a great role for someone looking for longevity and stability! What skills will you need? Ensure the accurate coding, processing and review of purchase ledger invoices and PO's. Process employee expense claims and perform interim approval against the group expense policy. Manage the input of expense claims input into the accounting ledgers. Manage and reconcile key purchase ledger control accounts. Prepare payment runs for review and sign off and processing by the Cash team Manage supplier queries. What's on offer? 26,000 - 28,000 salary Hybrid working Central location Great organisation with ample growth/development opportunity Apply below or contact Hashim for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Oct 10, 2025
Full time
Sewell Wallis is recruiting for an amazing opportunity for an Accounts Payable Assistant to join a well established and growing team based in Leeds, West Yorkshire! This organisation has a rich history and this Accounts Payable Assistant would be a great role for someone looking for longevity and stability! What skills will you need? Ensure the accurate coding, processing and review of purchase ledger invoices and PO's. Process employee expense claims and perform interim approval against the group expense policy. Manage the input of expense claims input into the accounting ledgers. Manage and reconcile key purchase ledger control accounts. Prepare payment runs for review and sign off and processing by the Cash team Manage supplier queries. What's on offer? 26,000 - 28,000 salary Hybrid working Central location Great organisation with ample growth/development opportunity Apply below or contact Hashim for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
System C Healthcare Limited
Stratford-upon-avon, Warwickshire
System C is the UKs leading health and social care software and services company. Our easy-to-use IT platforms provide a complete view of the individual across all care settings, helping integrate services and improve care. Our finance team is seeking a Billing Coordinator to ensure accurate and efficient billing to meet the business operational requirements and provide high standards of customer s click apply for full job details
Oct 10, 2025
Full time
System C is the UKs leading health and social care software and services company. Our easy-to-use IT platforms provide a complete view of the individual across all care settings, helping integrate services and improve care. Our finance team is seeking a Billing Coordinator to ensure accurate and efficient billing to meet the business operational requirements and provide high standards of customer s click apply for full job details
Direct Recruitment (Midlands) Ltd
Stone, Staffordshire
Job Title: Finance Administrator Support Our Busy Accounts Department Location: Stone, Staffordshire Employment Type: Full-time Salary: £27000-£29000 About Us: We re are representing a fast-growing company in the manufacturing sector. The team takes pride in delivering quality service and maintaining strong financial systems that keep our business running smoothly. We re now looking for a motivated Finance Administrator to join our busy accounts department and support our ongoing success. The Role: As a Finance Administrator, you ll play an important part in keeping our financial operations organised and efficient. You ll be responsible for day-to-day accounting tasks and providing administrative support to the finance team. Key Responsibilities: Processing invoices, payments, and expenses accurately and on time Reconciling supplier statements and resolving account queries Assisting with credit control and maintaining up-to-date records Supporting month-end and year-end processes Maintaining accurate and organised financial documentation Liaising with internal departments and external suppliers General administrative duties as required About You: Previous experience in an accounts or finance administration role Good understanding of basic accounting processes Strong attention to detail and accuracy Proficient in Microsoft Excel and accounting software (e.g., Xero, MYOB, Sage, or similar) Excellent organisational and communication skills Able to work independently and as part of a team What We Offer: Supportive and friendly team environment Opportunities for growth and professional development How to Apply: If you re a detail-oriented individual who enjoys working with numbers and wants to contribute to a dynamic team, we d love to hear from you! Please send your CV and a short cover letter by clicking appy
Oct 10, 2025
Full time
Job Title: Finance Administrator Support Our Busy Accounts Department Location: Stone, Staffordshire Employment Type: Full-time Salary: £27000-£29000 About Us: We re are representing a fast-growing company in the manufacturing sector. The team takes pride in delivering quality service and maintaining strong financial systems that keep our business running smoothly. We re now looking for a motivated Finance Administrator to join our busy accounts department and support our ongoing success. The Role: As a Finance Administrator, you ll play an important part in keeping our financial operations organised and efficient. You ll be responsible for day-to-day accounting tasks and providing administrative support to the finance team. Key Responsibilities: Processing invoices, payments, and expenses accurately and on time Reconciling supplier statements and resolving account queries Assisting with credit control and maintaining up-to-date records Supporting month-end and year-end processes Maintaining accurate and organised financial documentation Liaising with internal departments and external suppliers General administrative duties as required About You: Previous experience in an accounts or finance administration role Good understanding of basic accounting processes Strong attention to detail and accuracy Proficient in Microsoft Excel and accounting software (e.g., Xero, MYOB, Sage, or similar) Excellent organisational and communication skills Able to work independently and as part of a team What We Offer: Supportive and friendly team environment Opportunities for growth and professional development How to Apply: If you re a detail-oriented individual who enjoys working with numbers and wants to contribute to a dynamic team, we d love to hear from you! Please send your CV and a short cover letter by clicking appy
Sales Support / Administrator Property Sector Full-Time Permanent Office-Based (1 day WFH flexibility) On-site parking available A leading property developer with several stunning new home developments is looking to bring on board a Sales Support / Administrator to join their busy and high-performing team. This role is perfect for someone with a strong admin background, ideally within property, legal, or conveyancing , who thrives in a fast-paced environment and is passionate about detail, compliance, and teamwork. Role Overview: You ll be the backbone of the sales support process, working closely with the Sales and Legal teams to manage reservations through to completion. You ll be preparing legal documentation, conducting anti-money laundering (AML) checks, liaising with solicitors and buyers, and ensuring all data is recorded accurately throughout the process. K ey Responsibilities: Support the full sales cycle from reservation to exchange and completion Prepare and process legal paperwork for property sales Carry out AML checks and due diligence on buyers Liaise with solicitors, buyers, Sales Managers and internal departments Update trackers, CRM systems, and sales spreadsheets Join weekly site legal meetings and contribute to meeting progression deadlines Track sales targets and highlight potential risk exchanges or completions Assist with preparation of development white packs and marketing documentation Support with onboarding, organising training sessions, and coordinating sales conferences Ad hoc administrative support to Sales & Marketing and Finance Directors Occasional travel to development sites and support at launch events Ideal Candidate: Proven administrative experience, ideally in new homes, property law, or conveyancing High attention to detail, organisation, and ability to manage multiple priorities Comfortable dealing with a wide range of stakeholders (internal and external) Proactive, dependable, and a team player Understanding of AML procedures and sales compliance Familiar with CRM systems (C360 experience beneficial but not essential) Confident communicator with a flexible, hands-on approach Keen to deliver first-class internal and external customer service Details: Hours: Monday Friday, full-time Location: Office-based (flexibility for 1 day remote per week) Parking: Free on-site parking Salary: Competitive, depending on experience
Oct 10, 2025
Full time
Sales Support / Administrator Property Sector Full-Time Permanent Office-Based (1 day WFH flexibility) On-site parking available A leading property developer with several stunning new home developments is looking to bring on board a Sales Support / Administrator to join their busy and high-performing team. This role is perfect for someone with a strong admin background, ideally within property, legal, or conveyancing , who thrives in a fast-paced environment and is passionate about detail, compliance, and teamwork. Role Overview: You ll be the backbone of the sales support process, working closely with the Sales and Legal teams to manage reservations through to completion. You ll be preparing legal documentation, conducting anti-money laundering (AML) checks, liaising with solicitors and buyers, and ensuring all data is recorded accurately throughout the process. K ey Responsibilities: Support the full sales cycle from reservation to exchange and completion Prepare and process legal paperwork for property sales Carry out AML checks and due diligence on buyers Liaise with solicitors, buyers, Sales Managers and internal departments Update trackers, CRM systems, and sales spreadsheets Join weekly site legal meetings and contribute to meeting progression deadlines Track sales targets and highlight potential risk exchanges or completions Assist with preparation of development white packs and marketing documentation Support with onboarding, organising training sessions, and coordinating sales conferences Ad hoc administrative support to Sales & Marketing and Finance Directors Occasional travel to development sites and support at launch events Ideal Candidate: Proven administrative experience, ideally in new homes, property law, or conveyancing High attention to detail, organisation, and ability to manage multiple priorities Comfortable dealing with a wide range of stakeholders (internal and external) Proactive, dependable, and a team player Understanding of AML procedures and sales compliance Familiar with CRM systems (C360 experience beneficial but not essential) Confident communicator with a flexible, hands-on approach Keen to deliver first-class internal and external customer service Details: Hours: Monday Friday, full-time Location: Office-based (flexibility for 1 day remote per week) Parking: Free on-site parking Salary: Competitive, depending on experience
Our client is a very well established financial planning firm based in Alderley Edge, Cheshire. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region. They are currently recruiting a Client Support Executive to join their growing team. About you To thrive as an Administrator, you will need specific experience and skills. You should be able to tick these boxes: Administration experience, preferably in a financial planning company A basic knowledge of investments, pensions and life assurance policies. Financial administration qualifications would be advantageous. Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment. Responsibilities Processing authority letters, gathering financial data for new clients and annual reviews. Preparing application forms and client documentation. Processing financial transactions on platforms. Preparing client reviews, including gathering financial data, updating goals information and setting up meetings. Dealing with the post, emails and any correspondence relating to clients or their financial situation. Providing administrative support to the financial planners and paraplanners as required. Supporting clients with administrative queries and communication as required. What is on offer The opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.The opportunity to be part of a team delivering truly great financial planning advice to our interesting and varied range of clients, working closely with all our financial planners and paraplanners.Salary is dependent on experience.
Oct 10, 2025
Full time
Our client is a very well established financial planning firm based in Alderley Edge, Cheshire. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region. They are currently recruiting a Client Support Executive to join their growing team. About you To thrive as an Administrator, you will need specific experience and skills. You should be able to tick these boxes: Administration experience, preferably in a financial planning company A basic knowledge of investments, pensions and life assurance policies. Financial administration qualifications would be advantageous. Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment. Responsibilities Processing authority letters, gathering financial data for new clients and annual reviews. Preparing application forms and client documentation. Processing financial transactions on platforms. Preparing client reviews, including gathering financial data, updating goals information and setting up meetings. Dealing with the post, emails and any correspondence relating to clients or their financial situation. Providing administrative support to the financial planners and paraplanners as required. Supporting clients with administrative queries and communication as required. What is on offer The opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.The opportunity to be part of a team delivering truly great financial planning advice to our interesting and varied range of clients, working closely with all our financial planners and paraplanners.Salary is dependent on experience.
