Financial Services Administrator Leicester (potential of hybrid/1 day per week at home after qualifying period) Salary 25,000 - 28,000 + benefits (our ref AL1386) Full time or 4 days per week available My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced Wealth Management Administrator to join their Leicester based team. Responsibilities Research a broad range of financial products across all financial sectors Maintain regular contact with clients providing assistance where required Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Sending Letters of Authority Collate and evaluate client policy/investment/pension Researching products and funds using software such as SelectAPension and FE Analytics General Administration and client support duties Create and maintain client files and enter details onto back-office database Submitting New Business on internal and external systems Prepare paperwork for pre-sale and post-sale Maintain regular contact with clients, booking clients in for annual reviews and management of review process Monitoring of trail fees, Invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow up Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products The ideal person - Administrator Ability to build strong working relationships with both the IFA, and the rest of the team. Previous experience of working within a similar role within a financial services business is desirable. Experience using Financial research tools. Working towards diploma qualification preferred, but not essential. It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment. You must be happy to work on your own and as part of a team and have excellent time management skills. Good IT skills including Office 365. Capable of meeting deadlines and being able to prioritise effectively. Good telephone manner. Benefits - Company pension scheme Death in service 25 days annual leave Flexible Benefits Birthday as an additional day off Opportunity to purchase additional holidays Enhanced family friendly policies Cycle to work scheme If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Dec 07, 2025
Full time
Financial Services Administrator Leicester (potential of hybrid/1 day per week at home after qualifying period) Salary 25,000 - 28,000 + benefits (our ref AL1386) Full time or 4 days per week available My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced Wealth Management Administrator to join their Leicester based team. Responsibilities Research a broad range of financial products across all financial sectors Maintain regular contact with clients providing assistance where required Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Sending Letters of Authority Collate and evaluate client policy/investment/pension Researching products and funds using software such as SelectAPension and FE Analytics General Administration and client support duties Create and maintain client files and enter details onto back-office database Submitting New Business on internal and external systems Prepare paperwork for pre-sale and post-sale Maintain regular contact with clients, booking clients in for annual reviews and management of review process Monitoring of trail fees, Invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow up Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products The ideal person - Administrator Ability to build strong working relationships with both the IFA, and the rest of the team. Previous experience of working within a similar role within a financial services business is desirable. Experience using Financial research tools. Working towards diploma qualification preferred, but not essential. It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment. You must be happy to work on your own and as part of a team and have excellent time management skills. Good IT skills including Office 365. Capable of meeting deadlines and being able to prioritise effectively. Good telephone manner. Benefits - Company pension scheme Death in service 25 days annual leave Flexible Benefits Birthday as an additional day off Opportunity to purchase additional holidays Enhanced family friendly policies Cycle to work scheme If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
IFA Administrator An exciting opportunity has arisen for aFinancial Administratorto join one of the UKs leading wealth management and financial advisory firms, based in the Spalding area. Renowned for their exceptional client service, forward-thinking approach, and long-standing reputation for excellence, this organisation continues to make animpactfuldifference in the lives of the individuals and click apply for full job details
Dec 07, 2025
Full time
IFA Administrator An exciting opportunity has arisen for aFinancial Administratorto join one of the UKs leading wealth management and financial advisory firms, based in the Spalding area. Renowned for their exceptional client service, forward-thinking approach, and long-standing reputation for excellence, this organisation continues to make animpactfuldifference in the lives of the individuals and click apply for full job details
Our client in Pontyclun is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation. What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things through. A flexible team member who's ready to adapt in a growing business. Salary & Benefits: Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits: Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4x base salary). 28 days holiday (rising to 30 after 2 years' service). Hybrid working after probationary period. Free parking on-site.
Dec 07, 2025
Full time
Our client in Pontyclun is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation. What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things through. A flexible team member who's ready to adapt in a growing business. Salary & Benefits: Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits: Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4x base salary). 28 days holiday (rising to 30 after 2 years' service). Hybrid working after probationary period. Free parking on-site.
Our client in Cardiff is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation. What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things through. A flexible team member who's ready to adapt in a growing business. Salary & Benefits: Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits: Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4x base salary). 28 days holiday (rising to 30 after 2 years' service). Hybrid working after probationary period.
Dec 07, 2025
Full time
Our client in Cardiff is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation. What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things through. A flexible team member who's ready to adapt in a growing business. Salary & Benefits: Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits: Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4x base salary). 28 days holiday (rising to 30 after 2 years' service). Hybrid working after probationary period.
Senior IFA Administrator Location: Guildford Salary: 38,000- 42,000 DOE Permanent Role working Monday - Friday We are seeking a Senior IFA Administrator to support our client's growing team. This is a key role within the business, combining core administration with paraplanning support and work-quality checking. You will be responsible for ensuring the smooth and efficient progression of client cases, maintaining accurate records, and acting as a reliable point of contact for both clients and providers. Key Responsibilities Act as a main client contact, maintaining accurate records and preparing meeting documents Process applications, transfers, policy changes, fund switches and withdrawals Liaise with providers and manage client servicing requests Draft suitability reports and conduct product and fund research Ensure compliance documentation is completed and filed correctly Review admin workflows, carry out spot checks and support quality standards About You Strong knowledge of pensions, investments and financial planning processes Excellent attention to detail and communication skills Confident using Intelligent Office or similar systems Experience reviewing others' work is an advantage Refer a friend and earn a retail voucher worth up to 500! Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion. By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer. MJ15282
Dec 07, 2025
Full time
Senior IFA Administrator Location: Guildford Salary: 38,000- 42,000 DOE Permanent Role working Monday - Friday We are seeking a Senior IFA Administrator to support our client's growing team. This is a key role within the business, combining core administration with paraplanning support and work-quality checking. You will be responsible for ensuring the smooth and efficient progression of client cases, maintaining accurate records, and acting as a reliable point of contact for both clients and providers. Key Responsibilities Act as a main client contact, maintaining accurate records and preparing meeting documents Process applications, transfers, policy changes, fund switches and withdrawals Liaise with providers and manage client servicing requests Draft suitability reports and conduct product and fund research Ensure compliance documentation is completed and filed correctly Review admin workflows, carry out spot checks and support quality standards About You Strong knowledge of pensions, investments and financial planning processes Excellent attention to detail and communication skills Confident using Intelligent Office or similar systems Experience reviewing others' work is an advantage Refer a friend and earn a retail voucher worth up to 500! Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion. By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer. MJ15282
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Dec 07, 2025
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Dec 07, 2025
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Job Introduction: Are you genuinely passionate about providing a 5 Customer experience, helping our Sales team oversee the newbuild sales process from beginning to end and achieve success? If so, we have an exciting opportunity for a Sales Manager to join our sales team. What we want is great personalities with strong motivational and people management skills, and a knowledge of the home buying process. The role is a varied role with responsibilities such as leading a team which is committed and highly effective, maximising revenue opportunities whilst working collaboratively within the regional sales remit, Head of Sales/Sales Director and other regional functions to deliver the required operational performance and customer experience to meet the Region's business plan and future growth requirements. You'll have the pleasure of overseeing a team who take pride in settling new home owners in, right where they belong. At Gleeson we are continuously supporting ongoing learning and development opportunities for our Sales team to ensure you receive the relevant training, coaching, mentoring and support to succeed in your role. This includes the sales excellence school, maximising your team's sales potentials and giving you all the toolkit for success. Main Responsibilities: As a member of the divisional senior leadership team it is crucial, to take a 'whole company' perspective to the performance of Building Homes. Changing Lives, being a Gleeson Ambassador for our vision, mission, values and our approach to performance excellence, whilst positively influencing and enhancing the profitability and operational effectiveness of the business. A High level summary of key responsibilities: Produce and update a weekly sales report Ensure sales staff chase through reservations to exchange and completion Answer enquiries raised by Solicitors Manage the Sales Administrator Liaise with construction regarding CML and move in dates Check contract documentation Motivating the Sales Team Develop relationships with Estate Agents and nominated Solicitors Manage customer enquiries Manage the training of Sales Negotiators and relevant staff as applicable Liaise with marketing department on advertising, events and lead feedback Attend marketing planning meetings Liaise with signage and graphics companies regarding site requirements Managing new site set up The Ideal Candidate: Proven track record in sales and sales management with an ability to inspire others to achieve high levels of sales success and customer satisfaction. Knowledge of using data and insight to complete needs analysis to drive operational strategies Good coaching skills for developing sales excellence and undertaking career development conversations Able to balance multiple priorities within a fast-changing and demanding environment. Good communication and presentation skills A good knowledge of the Construction Industry and a broad understanding of the legal framework, mortgage market and financial implications of the methods and sequences of build Demonstratable knowledge of the property market and competitor activity Benefits: Generous holiday entitlement of 26 days per annum + bank holidays Discretionary Bonus Scheme Holiday Buy Back Scheme Company Pension Scheme Private Medical Insurance Scheme Healthshield membership Life Assurance Scheme Share Purchase Plan JBRP1_UKTJ
Dec 07, 2025
Full time
Job Introduction: Are you genuinely passionate about providing a 5 Customer experience, helping our Sales team oversee the newbuild sales process from beginning to end and achieve success? If so, we have an exciting opportunity for a Sales Manager to join our sales team. What we want is great personalities with strong motivational and people management skills, and a knowledge of the home buying process. The role is a varied role with responsibilities such as leading a team which is committed and highly effective, maximising revenue opportunities whilst working collaboratively within the regional sales remit, Head of Sales/Sales Director and other regional functions to deliver the required operational performance and customer experience to meet the Region's business plan and future growth requirements. You'll have the pleasure of overseeing a team who take pride in settling new home owners in, right where they belong. At Gleeson we are continuously supporting ongoing learning and development opportunities for our Sales team to ensure you receive the relevant training, coaching, mentoring and support to succeed in your role. This includes the sales excellence school, maximising your team's sales potentials and giving you all the toolkit for success. Main Responsibilities: As a member of the divisional senior leadership team it is crucial, to take a 'whole company' perspective to the performance of Building Homes. Changing Lives, being a Gleeson Ambassador for our vision, mission, values and our approach to performance excellence, whilst positively influencing and enhancing the profitability and operational effectiveness of the business. A High level summary of key responsibilities: Produce and update a weekly sales report Ensure sales staff chase through reservations to exchange and completion Answer enquiries raised by Solicitors Manage the Sales Administrator Liaise with construction regarding CML and move in dates Check contract documentation Motivating the Sales Team Develop relationships with Estate Agents and nominated Solicitors Manage customer enquiries Manage the training of Sales Negotiators and relevant staff as applicable Liaise with marketing department on advertising, events and lead feedback Attend marketing planning meetings Liaise with signage and graphics companies regarding site requirements Managing new site set up The Ideal Candidate: Proven track record in sales and sales management with an ability to inspire others to achieve high levels of sales success and customer satisfaction. Knowledge of using data and insight to complete needs analysis to drive operational strategies Good coaching skills for developing sales excellence and undertaking career development conversations Able to balance multiple priorities within a fast-changing and demanding environment. Good communication and presentation skills A good knowledge of the Construction Industry and a broad understanding of the legal framework, mortgage market and financial implications of the methods and sequences of build Demonstratable knowledge of the property market and competitor activity Benefits: Generous holiday entitlement of 26 days per annum + bank holidays Discretionary Bonus Scheme Holiday Buy Back Scheme Company Pension Scheme Private Medical Insurance Scheme Healthshield membership Life Assurance Scheme Share Purchase Plan JBRP1_UKTJ
Act as the primary point of contact with property agencies for maintenance works, maintaining documentation. Your new company My client is looking for an experienced property administrator to take ownership of over 100 residential and commercial properties, ensuring smooth operations, financial accuracy, and excellent tenant relations. Your new role Oversee the day-to-day operations of 100 properties. Be the first point of contact for property agencies regarding maintenance, rent queries, check ins/check outs, and more. Ensure timely collection of rental income and follow up on outstanding payments. Maintain a detailed and up to date property database including deposits, rent reviews, insurance, and tenancy details. Address tenant concerns and ensure properties are well-maintained. Manage renewals, end of tenancy processes, and ensure rental rates are competitive. Match monthly tenancy statements with bank records. Coordinate with relevant parties for timely renewals. Prepare profit & loss reports for tax and self assessment purposes. Assist with technical and administrative tasks as needed What you'll need to succeed Proven experience in property management or a similar administrative role. Strong communication and negotiation skills. Commercially minded with a proactive approach. Excellent organisational and time management abilities. Comfortable working with databases and financial statements. Knowledge of Xero is desirable What you'll get in return Training & Development Opportunities for professional growth Regular treats such as free breakfasts, lunches, and snacks for all employees Friendly Work Culture Employee Recognition Team Outings & Social 28 days Annual Leave What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Dec 07, 2025
Full time
Act as the primary point of contact with property agencies for maintenance works, maintaining documentation. Your new company My client is looking for an experienced property administrator to take ownership of over 100 residential and commercial properties, ensuring smooth operations, financial accuracy, and excellent tenant relations. Your new role Oversee the day-to-day operations of 100 properties. Be the first point of contact for property agencies regarding maintenance, rent queries, check ins/check outs, and more. Ensure timely collection of rental income and follow up on outstanding payments. Maintain a detailed and up to date property database including deposits, rent reviews, insurance, and tenancy details. Address tenant concerns and ensure properties are well-maintained. Manage renewals, end of tenancy processes, and ensure rental rates are competitive. Match monthly tenancy statements with bank records. Coordinate with relevant parties for timely renewals. Prepare profit & loss reports for tax and self assessment purposes. Assist with technical and administrative tasks as needed What you'll need to succeed Proven experience in property management or a similar administrative role. Strong communication and negotiation skills. Commercially minded with a proactive approach. Excellent organisational and time management abilities. Comfortable working with databases and financial statements. Knowledge of Xero is desirable What you'll get in return Training & Development Opportunities for professional growth Regular treats such as free breakfasts, lunches, and snacks for all employees Friendly Work Culture Employee Recognition Team Outings & Social 28 days Annual Leave What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
This is an outstanding opportunity to join a multi-award-winning, digitally-led accountancy and advisory practice. Based in Sheffield, the firm specialises in helping ambitious start-ups, scale-ups, and SMEs automate their finances, reduce stress, save time, and achieve sustainable growth. As Client Finance Director (FD), you'll provide ambitious businesses with the strategic insight of a full-time FD, but with the flexibility and cost-effectiveness of outsourcing. What will you be doing? Supporting a diverse client base by delivering outstanding financial leadership that enables businesses to scale, become audit-ready, manage cash flow, and prepare for fundraising or transactions. Acting as a strategic finance partner to client leadership teams, focusing on growth, profitability, efficiency, and long-term planning. Overseeing automated financial systems and delivering monthly management accounts, budgeting, forecasting, cash flow management, and compliance. Ensuring audit readiness and transaction support , preparing businesses for investment or exit planning. Leading and developing a team of accountants who deliver accounting and business advisory services. Championing digital innovation , leveraging cutting-edge finance platforms to deliver clarity and efficiency. What skills are we looking for? Qualified accountant (ACA/ACCA/CIMA) with proven leadership experience. Current or recent practice experience - this is essential. Strong strategic capability with hands-on expertise in management accounts, forecasting, modelling, cash flow, and compliance. Tech-savvy with proficiency in Xero, QuickBooks, Sage, FreeAgent, and other digital systems. Clear, personable communicator able to build trust and influence at senior stakeholder levels. What's on offer? Competitive, uncapped pay linked directly to team revenue. Generous holiday allowance , including your birthday off. Career development opportunities and autonomy to shape the FD function. Flexible hybrid working , modern office environment, and relaxed dress code. The chance to build genuine relationships with leading business owners across the region. Please apply below, or contact Jenny Goodson 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.
Dec 07, 2025
Full time
This is an outstanding opportunity to join a multi-award-winning, digitally-led accountancy and advisory practice. Based in Sheffield, the firm specialises in helping ambitious start-ups, scale-ups, and SMEs automate their finances, reduce stress, save time, and achieve sustainable growth. As Client Finance Director (FD), you'll provide ambitious businesses with the strategic insight of a full-time FD, but with the flexibility and cost-effectiveness of outsourcing. What will you be doing? Supporting a diverse client base by delivering outstanding financial leadership that enables businesses to scale, become audit-ready, manage cash flow, and prepare for fundraising or transactions. Acting as a strategic finance partner to client leadership teams, focusing on growth, profitability, efficiency, and long-term planning. Overseeing automated financial systems and delivering monthly management accounts, budgeting, forecasting, cash flow management, and compliance. Ensuring audit readiness and transaction support , preparing businesses for investment or exit planning. Leading and developing a team of accountants who deliver accounting and business advisory services. Championing digital innovation , leveraging cutting-edge finance platforms to deliver clarity and efficiency. What skills are we looking for? Qualified accountant (ACA/ACCA/CIMA) with proven leadership experience. Current or recent practice experience - this is essential. Strong strategic capability with hands-on expertise in management accounts, forecasting, modelling, cash flow, and compliance. Tech-savvy with proficiency in Xero, QuickBooks, Sage, FreeAgent, and other digital systems. Clear, personable communicator able to build trust and influence at senior stakeholder levels. What's on offer? Competitive, uncapped pay linked directly to team revenue. Generous holiday allowance , including your birthday off. Career development opportunities and autonomy to shape the FD function. Flexible hybrid working , modern office environment, and relaxed dress code. The chance to build genuine relationships with leading business owners across the region. Please apply below, or contact Jenny Goodson 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.
Finance Administrator - 12-Month Maternity Cover (FTC) Location: Andover (Fully Onsite) Contract: Fixed Term, 12 Months Salary: Up to 30,000 DOE We are recruiting on behalf of our client for a personable, proactive, and detail-oriented Finance Administrator to join their friendly team in Andover for a 12-month maternity cover. This is a fully onsite role where you will play a key part in ensuring the smooth running of day-to-day financial administration and providing direct support to the Managing Director. Key Responsibilities: Provide general assistance and administrative support to the Managing Director. Enter daily takings from all sites into the accounting system and reconcile tills. Bank previous day's takings and report discrepancies. Process supplier invoices and payments via cheque or bank transfer. Maintain accurate records of bank accounts and flag any queries. Perform monthly bank reconciliations for multiple accounts and PayPal. Assist with VAT analysis, expenses, and end-of-month spreadsheets. Organise salary payments and liaise with management accountant for PAYE, VAT, and tax compliance. Provide general administrative support including answering phones, filing, and handling post. Support buyers and wholesale accounts with deliveries and invoice queries. What We're Looking For: Strong attention to detail and willingness to learn. Excellent organisational and communication skills. Ability to work independently and as part of a team. Previous experience in finance administration or similar role is desirable. Proficiency in accounting systems and MS Office. Why Join Us? This is an exciting opportunity to contribute to a thriving organisation while developing your skills in a supportive and engaging environment. You will work alongside a team of friendly professionals who value collaboration and mutual success. How to Apply: To become a key player in our client's finance team, please submit your CV along with a cover letter outlining your relevant experience. Join us in making finance fun and fulfilling! Your next exciting chapter awaits! Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Dec 07, 2025
Contractor
Finance Administrator - 12-Month Maternity Cover (FTC) Location: Andover (Fully Onsite) Contract: Fixed Term, 12 Months Salary: Up to 30,000 DOE We are recruiting on behalf of our client for a personable, proactive, and detail-oriented Finance Administrator to join their friendly team in Andover for a 12-month maternity cover. This is a fully onsite role where you will play a key part in ensuring the smooth running of day-to-day financial administration and providing direct support to the Managing Director. Key Responsibilities: Provide general assistance and administrative support to the Managing Director. Enter daily takings from all sites into the accounting system and reconcile tills. Bank previous day's takings and report discrepancies. Process supplier invoices and payments via cheque or bank transfer. Maintain accurate records of bank accounts and flag any queries. Perform monthly bank reconciliations for multiple accounts and PayPal. Assist with VAT analysis, expenses, and end-of-month spreadsheets. Organise salary payments and liaise with management accountant for PAYE, VAT, and tax compliance. Provide general administrative support including answering phones, filing, and handling post. Support buyers and wholesale accounts with deliveries and invoice queries. What We're Looking For: Strong attention to detail and willingness to learn. Excellent organisational and communication skills. Ability to work independently and as part of a team. Previous experience in finance administration or similar role is desirable. Proficiency in accounting systems and MS Office. Why Join Us? This is an exciting opportunity to contribute to a thriving organisation while developing your skills in a supportive and engaging environment. You will work alongside a team of friendly professionals who value collaboration and mutual success. How to Apply: To become a key player in our client's finance team, please submit your CV along with a cover letter outlining your relevant experience. Join us in making finance fun and fulfilling! Your next exciting chapter awaits! Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Premier Jobs UK Limited
Stourbridge, West Midlands
Our client is seeking a Financial Planner in the Dudley / Wolverhampton / Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling. They are seeking a client focused Financial Planner who can be at the early stages of their Adviser career who enjoys building strong relationships and provide excellent service to their clients. You should be hungry to grow this client bank organically through referrals and full holistic advice. As further acquisitions come on board you are likely to have additional higher value clients added to your portfolio. Successful Financial Planners in their team obtain growth through their high level of financial planning service and exceptional client relationships. You should focus on conducting in-depth reviews to understand your clients current and future financial goals and objectives, and with the support of their back-office team and AI generated reports formulate appropriate financial strategies. You will be advising on clients pensions, savings, investments and other financial needs. This role is ideal for someone who is at the beginning of their Financial Planning journey. Our client will look to develop your skills and knowledge in order to enable you to grow your client bank and income. Your salary will grow each year linked to your recurring income. Financial Planner Requirements You must hold full Level 4 Diploma in financial planning or equivalent You should have 1+ years experience as a Financial Advisor (ideally with CAS status) You be comfortable growing a client bank through referrals You should be familiar and use cash flow modelling also helps identify potential IHT liabilities and strategies to mitigate them efficiently You should have a client centric approach and have dedication to doing the right thing for clients meeting their financial objectives, and tax strategies You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Planner Benefits Starting salary of £50,000 OTE of c.£70,000 during first year with opportunity to grow substantially in future years Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Hybrid working Plus company benefits Company This national IFA firm with over £5bn of AuM 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. Locations Dudley / Wolverhampton / Worcester 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. JBRP1_UKTJ
Dec 07, 2025
Full time
Our client is seeking a Financial Planner in the Dudley / Wolverhampton / Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling. They are seeking a client focused Financial Planner who can be at the early stages of their Adviser career who enjoys building strong relationships and provide excellent service to their clients. You should be hungry to grow this client bank organically through referrals and full holistic advice. As further acquisitions come on board you are likely to have additional higher value clients added to your portfolio. Successful Financial Planners in their team obtain growth through their high level of financial planning service and exceptional client relationships. You should focus on conducting in-depth reviews to understand your clients current and future financial goals and objectives, and with the support of their back-office team and AI generated reports formulate appropriate financial strategies. You will be advising on clients pensions, savings, investments and other financial needs. This role is ideal for someone who is at the beginning of their Financial Planning journey. Our client will look to develop your skills and knowledge in order to enable you to grow your client bank and income. Your salary will grow each year linked to your recurring income. Financial Planner Requirements You must hold full Level 4 Diploma in financial planning or equivalent You should have 1+ years experience as a Financial Advisor (ideally with CAS status) You be comfortable growing a client bank through referrals You should be familiar and use cash flow modelling also helps identify potential IHT liabilities and strategies to mitigate them efficiently You should have a client centric approach and have dedication to doing the right thing for clients meeting their financial objectives, and tax strategies You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Planner Benefits Starting salary of £50,000 OTE of c.£70,000 during first year with opportunity to grow substantially in future years Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Hybrid working Plus company benefits Company This national IFA firm with over £5bn of AuM 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. Locations Dudley / Wolverhampton / Worcester 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. JBRP1_UKTJ
Sewell Wallis Recruitment is delighted to be partnering with a global law firm seeking a Billing Administrator to join its Edinburgh team. The ideal candidate will be proactive, motivated, and preferably bring previous accounts experience. What will you be doing? Requesting Ad-hoc proformas and generating reports. Amending proformas upon request and inputting billing guide amendments to the pre-billing system in line with the Partner/Associates' requirements. Review time narratives for accuracy of recording, identifying and correcting typos. Forwarding billing guides to alternative reviewers and editors as required in the pre-bill system. Dealing with the volume of invoices & billing-related queries. Liaising with the Working Capital Support team to assist in the resolution of complex queries. Preparation of narratives and fee breakdowns as required. Preparation of covering documents for dispatch on generated bills for Partner/Associate review. Facilitating the dispatch of bills to clients in line with the client's requirements, where necessary. Liaising with the eBilling team to provide billing guidelines and portal requirements. Requesting Credit Notes/re-issue instructions via Finance workflow and other post billing queries. Liaising with other finance teams to ensure the accurate and timely drafting and preparation of bills. What skills are we looking for? Strong written and verbal communication skills, with the ability to communicate confidently with clients, partners and other stakeholders. Able to work within given timeframes and be able to anticipate likely workflows. Ability to consistently produce accurate work with exceptional attention to detail. Self-motivated, proactive and able to prioritise and manage own workload. Ability to use initiative, but also work well within a team. Experience in a partnership or professional services environment with a finance background. Analytical skills to resolve queries. Proficient in MS Excel and Word. What's on offer? Competitive basic salary (reviewed annually). Flexible, hybrid working policy. Generous bonus scheme. Up to 25 days holiday (rising to 28 days with service). Holiday exchange scheme. Private medical insurance. Enhanced parental leave. Please apply below, or contact Lewis Walker 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.
Dec 07, 2025
Full time
Sewell Wallis Recruitment is delighted to be partnering with a global law firm seeking a Billing Administrator to join its Edinburgh team. The ideal candidate will be proactive, motivated, and preferably bring previous accounts experience. What will you be doing? Requesting Ad-hoc proformas and generating reports. Amending proformas upon request and inputting billing guide amendments to the pre-billing system in line with the Partner/Associates' requirements. Review time narratives for accuracy of recording, identifying and correcting typos. Forwarding billing guides to alternative reviewers and editors as required in the pre-bill system. Dealing with the volume of invoices & billing-related queries. Liaising with the Working Capital Support team to assist in the resolution of complex queries. Preparation of narratives and fee breakdowns as required. Preparation of covering documents for dispatch on generated bills for Partner/Associate review. Facilitating the dispatch of bills to clients in line with the client's requirements, where necessary. Liaising with the eBilling team to provide billing guidelines and portal requirements. Requesting Credit Notes/re-issue instructions via Finance workflow and other post billing queries. Liaising with other finance teams to ensure the accurate and timely drafting and preparation of bills. What skills are we looking for? Strong written and verbal communication skills, with the ability to communicate confidently with clients, partners and other stakeholders. Able to work within given timeframes and be able to anticipate likely workflows. Ability to consistently produce accurate work with exceptional attention to detail. Self-motivated, proactive and able to prioritise and manage own workload. Ability to use initiative, but also work well within a team. Experience in a partnership or professional services environment with a finance background. Analytical skills to resolve queries. Proficient in MS Excel and Word. What's on offer? Competitive basic salary (reviewed annually). Flexible, hybrid working policy. Generous bonus scheme. Up to 25 days holiday (rising to 28 days with service). Holiday exchange scheme. Private medical insurance. Enhanced parental leave. Please apply below, or contact Lewis Walker 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.
Financial Services Administrator Salary: 25,000 - 30,000 (DOE) Location: Huddersfield (free parking available) Hours: Mon-Fri, 8:30am-4:30pm Full-time, permanent position Role Overview: Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long-term client relationships. The Key Responsibilities of the Financial Services Administrator: Client Experience & Relationship Management: Act as the first point of contact for client servicing with a professional and proactive approach Maintain and enhance client relationships through timely communication and personalised service Support client onboarding and ensure documentation accuracy and compliance Operational Excellence: Oversee submission and tracking of client applications Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems Ensure compliance with regulatory and licensing requirements Liaise with Head Office and external providers for seamless service delivery Practice Development & Collaboration: Work with the Practice Manager and Paraplanner to support business growth initiatives Contribute to marketing efforts including campaigns and client events Assist in developing new client opportunities and nurturing referrals Leadership & Team Support: Provide locum support for senior team members during absences Mentor junior team members and foster a collaborative team culture Attend meetings, workshops, and training for continuous professional development The Required Skills and Experience of the Financial Services Administrator: Exceptional organisational and communication skills Calm, confident, and client-focused under pressure Strong attention to detail and analytical thinking Proactive and solution-oriented mindset Comfortable with face-to-face and phone-based client interaction Proficient in Microsoft Office and internal systems Knowledge of financial services regulation and compliance Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar) The Successful Candidate will Receive Excellent Benefits: Bonus: Performance-related annual bonus up to 8% Annual Leave: 25 days plus bank holidays Benefits: o Pension Scheme o Private Medical Insurance (after qualifying period) o Professional development funding and exam support o Team social events and client entertainment opportunities 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.
Dec 07, 2025
Full time
Financial Services Administrator Salary: 25,000 - 30,000 (DOE) Location: Huddersfield (free parking available) Hours: Mon-Fri, 8:30am-4:30pm Full-time, permanent position Role Overview: Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long-term client relationships. The Key Responsibilities of the Financial Services Administrator: Client Experience & Relationship Management: Act as the first point of contact for client servicing with a professional and proactive approach Maintain and enhance client relationships through timely communication and personalised service Support client onboarding and ensure documentation accuracy and compliance Operational Excellence: Oversee submission and tracking of client applications Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems Ensure compliance with regulatory and licensing requirements Liaise with Head Office and external providers for seamless service delivery Practice Development & Collaboration: Work with the Practice Manager and Paraplanner to support business growth initiatives Contribute to marketing efforts including campaigns and client events Assist in developing new client opportunities and nurturing referrals Leadership & Team Support: Provide locum support for senior team members during absences Mentor junior team members and foster a collaborative team culture Attend meetings, workshops, and training for continuous professional development The Required Skills and Experience of the Financial Services Administrator: Exceptional organisational and communication skills Calm, confident, and client-focused under pressure Strong attention to detail and analytical thinking Proactive and solution-oriented mindset Comfortable with face-to-face and phone-based client interaction Proficient in Microsoft Office and internal systems Knowledge of financial services regulation and compliance Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar) The Successful Candidate will Receive Excellent Benefits: Bonus: Performance-related annual bonus up to 8% Annual Leave: 25 days plus bank holidays Benefits: o Pension Scheme o Private Medical Insurance (after qualifying period) o Professional development funding and exam support o Team social events and client entertainment opportunities 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.
Sewell Wallis are working with a Doncaster based company who are a market leader in their field, as they look to recruit an Assistant Management Accountant on a temp to perm basis. This is an exciting opportunity to join a supportive finance team, working in a varied but demanding role which will play a key part in supporting the growth agenda for the business sector and supporting new projects. What will you be doing? Accurate reporting of customer financials on a weekly and monthly basis. Monthly/weekly invoicing on a timely basis, ensuring any queries are dealt with promptly. Compiling weekly and monthly journals, ensuring accuracy and required detail present. Show full understanding of double entry accounting. Show awareness of relevant Finance policies and ensure they are being followed. Ability to challenge relevant Managers/teams on accuracy and timeliness of information. Regular review of reporting mechanisms used within Finance and provide suggestions/improvements to FM. Show full knowledge and understanding of GL coding and reporting requirements. Ability to manage workload in order to support other team members as and when required. Willingness to learn and support different areas of the Finance team as and when required. Be able to call out relevant and value add information for weekly reporting. Contribute to continuous improvement projects within Finance. Take a proactive and problem-solving approach, ensuring relevant information is provided to Finance and Operations teams. Show detailed understanding of Cost drivers. Support FM with any additional customer requirements. Provide detailed information on all balance sheet entries, ensuring accuracy and ongoing management of accruals and prepayments. Support FM with forecasting and Budgets both internal and external. Provide in depth analysis and insight. Keen collaborator and team player who can also work independently. What skills are we looking for? Ability to build relationships at all levels. Be proactive, inquisitive with a passion for challenging teams to drive performance. A keen eye for detail and financial controls. Be able to work under pressure whilst maintaining high standards. Must be flexible and respond positively and accurately to internal and external customer requests. What's on offer? Hybrid working - 4 days from home! Study Support. 25 days annual leave and bank holidays. Company pension scheme. Employee benefits discount platform. Healthcare cash plan. Well-being and benefits portal. Send us your CV below or contact Lawrie Bacon 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.
Dec 07, 2025
Contractor
Sewell Wallis are working with a Doncaster based company who are a market leader in their field, as they look to recruit an Assistant Management Accountant on a temp to perm basis. This is an exciting opportunity to join a supportive finance team, working in a varied but demanding role which will play a key part in supporting the growth agenda for the business sector and supporting new projects. What will you be doing? Accurate reporting of customer financials on a weekly and monthly basis. Monthly/weekly invoicing on a timely basis, ensuring any queries are dealt with promptly. Compiling weekly and monthly journals, ensuring accuracy and required detail present. Show full understanding of double entry accounting. Show awareness of relevant Finance policies and ensure they are being followed. Ability to challenge relevant Managers/teams on accuracy and timeliness of information. Regular review of reporting mechanisms used within Finance and provide suggestions/improvements to FM. Show full knowledge and understanding of GL coding and reporting requirements. Ability to manage workload in order to support other team members as and when required. Willingness to learn and support different areas of the Finance team as and when required. Be able to call out relevant and value add information for weekly reporting. Contribute to continuous improvement projects within Finance. Take a proactive and problem-solving approach, ensuring relevant information is provided to Finance and Operations teams. Show detailed understanding of Cost drivers. Support FM with any additional customer requirements. Provide detailed information on all balance sheet entries, ensuring accuracy and ongoing management of accruals and prepayments. Support FM with forecasting and Budgets both internal and external. Provide in depth analysis and insight. Keen collaborator and team player who can also work independently. What skills are we looking for? Ability to build relationships at all levels. Be proactive, inquisitive with a passion for challenging teams to drive performance. A keen eye for detail and financial controls. Be able to work under pressure whilst maintaining high standards. Must be flexible and respond positively and accurately to internal and external customer requests. What's on offer? Hybrid working - 4 days from home! Study Support. 25 days annual leave and bank holidays. Company pension scheme. Employee benefits discount platform. Healthcare cash plan. Well-being and benefits portal. Send us your CV below or contact Lawrie Bacon 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.
Premier Jobs UK Limited
Bromsgrove, Worcestershire
This Paraplanner job in Bromsgrove provides hybrid working and opportunity to join a leading independent financial planning firm. As a Paraplanner within this team you will be assigned Financial Advisors to support with a dedicated team of Administrators, enabling you to build close working relationships and have a great understanding of each other click apply for full job details
Dec 06, 2025
Full time
This Paraplanner job in Bromsgrove provides hybrid working and opportunity to join a leading independent financial planning firm. As a Paraplanner within this team you will be assigned Financial Advisors to support with a dedicated team of Administrators, enabling you to build close working relationships and have a great understanding of each other click apply for full job details
Job title: Senior Occupational Health Advisor Location: Royston, Hertfordshire (with some travel required) World-changing careers, enabled by Johnson Matthey. With more than 200 years history, join us and help to accelerate the transition to net-zero! As a Senior OH Advisor, you'll contribute to JM's mission as a world leader in sustainable technology, transforming energy and reducing carbon emissions for a cleaner, brighter future. This role is to support the Site infrastructure Manager, OH Advisor, OH Technician and OH Administrator in the delivery and coordination of high-quality OH services across the Johnson Matthey sites - Royston, Brimsdown, Cambridge and Sonning. This plays a critical part in protecting, maintaining, and improving employee health through clinical expertise, strategic planning, and cross-functional collaboration with EHS, HR, and operations teams. The role includes responsibility for health surveillance activities, case management fitness-for-work assessments and other screening activities The role: As a Senior OH advisor, you will help drive our goals by: Accountable and responsible for the management and effectiveness of the clinical service and case management on a day-to-day basis recognising appropriate skill mix, staffing levels and staff competency, to deliver a quality service. Working with Johnson Matthey PGMS community of practice to identify opportunities for improvement in clinical procedures and escalate as appropriate. Hands on delivery of clinical work - expected 70% hands on, 30% management. Deliver Occupational Health case management and rehabilitation services in partnership with operations, HR, EHS and OH Physician and refer to specialist services externally when required. Working with Reward and Wellbeing support HR, EHS, operations and other key business areas on employee wellbeing and occupational health so employee health and wellbeing is considered a priority by all leaders within JM. Working with the office administrator to prioritise, plan and maintain own and team referral caseload. Special factors: Travel will be needed on several JM sites, each as follows: Royston - primary base site Brimsdown, North London - monthly as required Cambridge, Sonning & Farringdon - quarterly visits as required. While performing the duties of this job, the employee will be working in an office location based on one of the sites above. All functions take place inside with optimal lighting. The employee can expect low levels of noise, in addition to DSE work and use of telephones. The temperature is generally average. All sites operate with varying levels of risk and complexity. Key skills that will help you succeed in this role: Registered Nurse on NMC register (Part 1 or 2) with at least 3 years broad based post registration experience Working knowledge of H&S legislation Experience in an occupational health setting (industrial or manufacturing environment is high desirable) Previous experience leading and managing a team Knowledge of UK health and safety legislation and occupational health standards Experience of Risk Management Process and of carrying our Risk Assessments with previous experience of case management. Even if you only match some of the skills, we'd love to hear from you to discuss further! What we offer: We make sure salaries are fair, competitive and aligned to individual roles, experience and responsibilities. We are also supportive of hybrid and flexible working and where applicable, offer life, medical and other benefits that support our employees' financial and physical wellbeing, such as: Retirement savings Share plans Saving accounts House saving funds Life and disability insurance Commuter allowances and loans Medical plans / health assessments Fitness discounts Ready to make a meaningful impact on your career and the environment? Join us and help shape a sustainable future while advancing your career! At JM, inclusivity is central to our values. We create an environment where everyone can thrive, embracing diverse perspectives to tackle challenges and ensure all colleagues feel valued and connected. For any queries or accessibility requirements, please contact (url removed). We will work with you to make suitable adjustments at any stage of the recruitment process. All conversations are confidential, and your feedback is welcome to help us provide an accessible and positive recruitment experience. Closing date for applications: This job advertisement will be posted for a minimum of 2 weeks; early application is advised. To submit your application, please click the "Apply" button online. All applications are carefully considered and your details will be stored on our secure Application Management System. This is used throughout Johnson Matthey for the selection of suitable candidates for our vacancies as they arise.Johnson Matthey respects your privacy and is committed to protecting your personal information. For more information about how your personal data is used please view our privacy notice: Johnson Matthey Privacy Notice . By applying for this role and creating an account you are agreeing to the notice. Johnson Matthey Plc is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, marriage or civil partnership, pregnancy or maternity, religion or belief.
Dec 06, 2025
Full time
Job title: Senior Occupational Health Advisor Location: Royston, Hertfordshire (with some travel required) World-changing careers, enabled by Johnson Matthey. With more than 200 years history, join us and help to accelerate the transition to net-zero! As a Senior OH Advisor, you'll contribute to JM's mission as a world leader in sustainable technology, transforming energy and reducing carbon emissions for a cleaner, brighter future. This role is to support the Site infrastructure Manager, OH Advisor, OH Technician and OH Administrator in the delivery and coordination of high-quality OH services across the Johnson Matthey sites - Royston, Brimsdown, Cambridge and Sonning. This plays a critical part in protecting, maintaining, and improving employee health through clinical expertise, strategic planning, and cross-functional collaboration with EHS, HR, and operations teams. The role includes responsibility for health surveillance activities, case management fitness-for-work assessments and other screening activities The role: As a Senior OH advisor, you will help drive our goals by: Accountable and responsible for the management and effectiveness of the clinical service and case management on a day-to-day basis recognising appropriate skill mix, staffing levels and staff competency, to deliver a quality service. Working with Johnson Matthey PGMS community of practice to identify opportunities for improvement in clinical procedures and escalate as appropriate. Hands on delivery of clinical work - expected 70% hands on, 30% management. Deliver Occupational Health case management and rehabilitation services in partnership with operations, HR, EHS and OH Physician and refer to specialist services externally when required. Working with Reward and Wellbeing support HR, EHS, operations and other key business areas on employee wellbeing and occupational health so employee health and wellbeing is considered a priority by all leaders within JM. Working with the office administrator to prioritise, plan and maintain own and team referral caseload. Special factors: Travel will be needed on several JM sites, each as follows: Royston - primary base site Brimsdown, North London - monthly as required Cambridge, Sonning & Farringdon - quarterly visits as required. While performing the duties of this job, the employee will be working in an office location based on one of the sites above. All functions take place inside with optimal lighting. The employee can expect low levels of noise, in addition to DSE work and use of telephones. The temperature is generally average. All sites operate with varying levels of risk and complexity. Key skills that will help you succeed in this role: Registered Nurse on NMC register (Part 1 or 2) with at least 3 years broad based post registration experience Working knowledge of H&S legislation Experience in an occupational health setting (industrial or manufacturing environment is high desirable) Previous experience leading and managing a team Knowledge of UK health and safety legislation and occupational health standards Experience of Risk Management Process and of carrying our Risk Assessments with previous experience of case management. Even if you only match some of the skills, we'd love to hear from you to discuss further! What we offer: We make sure salaries are fair, competitive and aligned to individual roles, experience and responsibilities. We are also supportive of hybrid and flexible working and where applicable, offer life, medical and other benefits that support our employees' financial and physical wellbeing, such as: Retirement savings Share plans Saving accounts House saving funds Life and disability insurance Commuter allowances and loans Medical plans / health assessments Fitness discounts Ready to make a meaningful impact on your career and the environment? Join us and help shape a sustainable future while advancing your career! At JM, inclusivity is central to our values. We create an environment where everyone can thrive, embracing diverse perspectives to tackle challenges and ensure all colleagues feel valued and connected. For any queries or accessibility requirements, please contact (url removed). We will work with you to make suitable adjustments at any stage of the recruitment process. All conversations are confidential, and your feedback is welcome to help us provide an accessible and positive recruitment experience. Closing date for applications: This job advertisement will be posted for a minimum of 2 weeks; early application is advised. To submit your application, please click the "Apply" button online. All applications are carefully considered and your details will be stored on our secure Application Management System. This is used throughout Johnson Matthey for the selection of suitable candidates for our vacancies as they arise.Johnson Matthey respects your privacy and is committed to protecting your personal information. For more information about how your personal data is used please view our privacy notice: Johnson Matthey Privacy Notice . By applying for this role and creating an account you are agreeing to the notice. Johnson Matthey Plc is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, marriage or civil partnership, pregnancy or maternity, religion or belief.
Financial Services Administrator Salary: 25,000 - 30,000 (DOE) Location: Huddersfield (free parking available) Hours: Mon-Fri, 8:30am-4:30pm Full-time, permanent position Role Overview: Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long-term client relationships. The Key Responsibilities of the Financial Services Administrator: Client Experience & Relationship Management: Act as the first point of contact for client servicing with a professional and proactive approach Maintain and enhance client relationships through timely communication and personalised service Support client onboarding and ensure documentation accuracy and compliance Operational Excellence: Oversee submission and tracking of client applications Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems Ensure compliance with regulatory and licensing requirements Liaise with Head Office and external providers for seamless service delivery Practice Development & Collaboration: Work with the Practice Manager and Paraplanner to support business growth initiatives Contribute to marketing efforts including campaigns and client events Assist in developing new client opportunities and nurturing referrals Leadership & Team Support: Provide locum support for senior team members during absences Mentor junior team members and foster a collaborative team culture Attend meetings, workshops, and training for continuous professional development The Required Skills and Experience of the Financial Services Administrator: Exceptional organisational and communication skills Calm, confident, and client-focused under pressure Strong attention to detail and analytical thinking Proactive and solution-oriented mindset Comfortable with face-to-face and phone-based client interaction Proficient in Microsoft Office and internal systems Knowledge of financial services regulation and compliance Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar) The Successful Candidate will Receive Excellent Benefits: Bonus: Performance-related annual bonus up to 8% Annual Leave: 25 days plus bank holidays Benefits: oPension Scheme oPrivate Medical Insurance (after qualifying period) oProfessional development funding and exam support oTeam social events and client entertainment opportunities 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.
Dec 06, 2025
Full time
Financial Services Administrator Salary: 25,000 - 30,000 (DOE) Location: Huddersfield (free parking available) Hours: Mon-Fri, 8:30am-4:30pm Full-time, permanent position Role Overview: Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long-term client relationships. The Key Responsibilities of the Financial Services Administrator: Client Experience & Relationship Management: Act as the first point of contact for client servicing with a professional and proactive approach Maintain and enhance client relationships through timely communication and personalised service Support client onboarding and ensure documentation accuracy and compliance Operational Excellence: Oversee submission and tracking of client applications Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems Ensure compliance with regulatory and licensing requirements Liaise with Head Office and external providers for seamless service delivery Practice Development & Collaboration: Work with the Practice Manager and Paraplanner to support business growth initiatives Contribute to marketing efforts including campaigns and client events Assist in developing new client opportunities and nurturing referrals Leadership & Team Support: Provide locum support for senior team members during absences Mentor junior team members and foster a collaborative team culture Attend meetings, workshops, and training for continuous professional development The Required Skills and Experience of the Financial Services Administrator: Exceptional organisational and communication skills Calm, confident, and client-focused under pressure Strong attention to detail and analytical thinking Proactive and solution-oriented mindset Comfortable with face-to-face and phone-based client interaction Proficient in Microsoft Office and internal systems Knowledge of financial services regulation and compliance Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar) The Successful Candidate will Receive Excellent Benefits: Bonus: Performance-related annual bonus up to 8% Annual Leave: 25 days plus bank holidays Benefits: oPension Scheme oPrivate Medical Insurance (after qualifying period) oProfessional development funding and exam support oTeam social events and client entertainment opportunities 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.
Accounts Administrator Location: Woolpit Job Type: Permanent, full time, office based Hours: 40 per week (8:30am5:00pm, 30-minute lunch) Salary: Up to 28,000 per annum A well-established business based in Woolpit is seeking a proactive and detail-focused Accounts Administrator to join its busy finance team. Reporting to the Accounts Team Leader, this role plays a key part in ensuring accurate and efficient financial processes across the organisation. Role Overview The Accounts Administrator will support the smooth running of the accounts function, with a strong focus on high-volume purchase ledger processing (manual and EDI invoices). The role involves maintaining accurate financial records, supporting both purchase and sales ledger activities, and assisting with wider administrative and month-end processes. Key Responsibilities Process high volumes of manual and EDI purchase ledger invoices accurately and on time Investigate and resolve invoice discrepancies to ensure timely supplier payments Liaise with internal teams to support accurate purchase order and invoice processing Assist with reconciliations, supplier payments, bank deposits and general financial administration Maintain accurate records, spreadsheets and accounting databases Handle customer and supplier POD requests and manage monthly rebate records Reconcile HMRC import documentation as required Support credit control and assist with month-end duties Provide cover for team members and support other departments when needed Required Skills & Experience Previous experience in an accounts role, ideally within purchase ledger/accounts payable Strong organisational skills and ability to manage a high-volume workload Excellent attention to detail and accuracy Confident communicator with a professional telephone manner Competent in Outlook, Word and Excel Ability to work under pressure, meet deadlines and follow instructions If you are interested in this position and have the required skills, please apply today and we will be in touch.
Dec 06, 2025
Full time
Accounts Administrator Location: Woolpit Job Type: Permanent, full time, office based Hours: 40 per week (8:30am5:00pm, 30-minute lunch) Salary: Up to 28,000 per annum A well-established business based in Woolpit is seeking a proactive and detail-focused Accounts Administrator to join its busy finance team. Reporting to the Accounts Team Leader, this role plays a key part in ensuring accurate and efficient financial processes across the organisation. Role Overview The Accounts Administrator will support the smooth running of the accounts function, with a strong focus on high-volume purchase ledger processing (manual and EDI invoices). The role involves maintaining accurate financial records, supporting both purchase and sales ledger activities, and assisting with wider administrative and month-end processes. Key Responsibilities Process high volumes of manual and EDI purchase ledger invoices accurately and on time Investigate and resolve invoice discrepancies to ensure timely supplier payments Liaise with internal teams to support accurate purchase order and invoice processing Assist with reconciliations, supplier payments, bank deposits and general financial administration Maintain accurate records, spreadsheets and accounting databases Handle customer and supplier POD requests and manage monthly rebate records Reconcile HMRC import documentation as required Support credit control and assist with month-end duties Provide cover for team members and support other departments when needed Required Skills & Experience Previous experience in an accounts role, ideally within purchase ledger/accounts payable Strong organisational skills and ability to manage a high-volume workload Excellent attention to detail and accuracy Confident communicator with a professional telephone manner Competent in Outlook, Word and Excel Ability to work under pressure, meet deadlines and follow instructions If you are interested in this position and have the required skills, please apply today and we will be in touch.
Financial Administrator (Paraplanning) Guildford £35,000 to £45,000 + Company Pension + Company Training + Study Support + Health Scheme + Good Work Life Balance + More Are you an Financial Administrator or similar, with experience in paraplanning, financial planning or similar, looking to take the next step into your career into a supervisory position with a growing and respected company, offering s click apply for full job details
Dec 06, 2025
Full time
Financial Administrator (Paraplanning) Guildford £35,000 to £45,000 + Company Pension + Company Training + Study Support + Health Scheme + Good Work Life Balance + More Are you an Financial Administrator or similar, with experience in paraplanning, financial planning or similar, looking to take the next step into your career into a supervisory position with a growing and respected company, offering s click apply for full job details
