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
Company Description At The Stepstone Group, we have a simple yet very important mission: The right job for everyone. Using our data, platform, and technology, we create opportunities for jobseekers and companies around the world to find a perfect match in fair and equitable way. With over 20 brands across 30+ countries, we strive for fair and unbiased hiring. Join our team of 4,000+ employees and be part of reshaping the labour market and becoming the worlds leading job platform. Job Description Join our Platform Engineering team and play a critical role in modernizing andoptimizingour development infrastructure.You'llbe responsible formanaging artifact repositories, ensuring stability of development and pre-production environments, and implementing automation that accelerates delivery whilemaintaininghigh standardsof reliability and security. This is an opportunity to make a tangible impact on how hundreds of engineers across The Stepstone Group build and deploy software. Our Developer PlatformatStepStoneempowers teams to build secure, high-quality software through intuitive tools, automated workflows, and robust governance. By fostering creativity, collaboration, and continuous improvement, our platform removes barriers and maximises developer flow, enabling every engineer to deliver impactful solutions that reflect our commitment to excellence and innovation. Key Responsibilities Lead the consolidation of our artifact management infrastructure, supporting 3.5 million daily requests across 5,000+ packages Design and implement strategies for package distribution, versioning, and dependency management Establish governance policies and security controls for artifact repositories Ensure the stability, availability, and performance of development and pre-production environments Design and implement comprehensive monitoring, alerting, and observability solutions Qualifications 5+ years of professional experience in DevOps, Platform Engineering, or Site Reliability Engineering roles AWS Certification (Solutions Architect, DevOps Engineer, SysOps Administrator, or similar) with hands-on experience across core AWS services including EC2, S3, RDS, Route53, CloudFront, and ECS/EKS Infrastructure-as-Code proficiency with Terraform, CloudFormation, or similar tools Linux/Unix systems administration with strong command-line skills and scripting abilities (Bash, Python, Go, or similar) Strong DNS knowledge including configuration, troubleshooting, and understanding of routing, zones, and records Additional information Were a community here that cares as much about your life outside work as how you feel when youre with us. Because your job shouldnt take over your life, it should enrich it. Here are some of the benefits we offer: 29 days holiday allowance + bank holidays Private medical and dental healthcare Matching pension contribution of 4 or 5% (after 3 years of service up to 10%) 24/7 Employee Assistance Programme Life Assurance Cover Cycle to work scheme Hybrid working model (3 days working fromthe office) Volunteering days and you can bring your dog to the office onMondays and Fridays! Our commitment Equal opportunities are important to us. We believe that diversity and inclusion at The Stepstone Group are critical to our success as a global company, so we want to recruit, develop, and keep the best talent. We encourage applications from everyone, regardless of background, gender identity, sexual orientation, disability status, ethnicity, belief, age, family or parental status, and any other characteristic. As a global business we further our DEI and sustainability progress by working with national and international bodies and are proud to have been recognised for our work - both locally and internationally, including: Armed Forces Covenant: Bronze Award, Employer Recognition Scheme EcoVadis: Bronze Award Fertility Friendly Employer, accredited by Fertility Matters at Work RIDI (Recruitment Industry Disability) Awards: Inclusive Technology Award 2024 Stonewall: Gold Award Stonewall: Top 100 Workplace Equality Index (85) JBRP1_UKTJ
Dec 07, 2025
Full time
Company Description At The Stepstone Group, we have a simple yet very important mission: The right job for everyone. Using our data, platform, and technology, we create opportunities for jobseekers and companies around the world to find a perfect match in fair and equitable way. With over 20 brands across 30+ countries, we strive for fair and unbiased hiring. Join our team of 4,000+ employees and be part of reshaping the labour market and becoming the worlds leading job platform. Job Description Join our Platform Engineering team and play a critical role in modernizing andoptimizingour development infrastructure.You'llbe responsible formanaging artifact repositories, ensuring stability of development and pre-production environments, and implementing automation that accelerates delivery whilemaintaininghigh standardsof reliability and security. This is an opportunity to make a tangible impact on how hundreds of engineers across The Stepstone Group build and deploy software. Our Developer PlatformatStepStoneempowers teams to build secure, high-quality software through intuitive tools, automated workflows, and robust governance. By fostering creativity, collaboration, and continuous improvement, our platform removes barriers and maximises developer flow, enabling every engineer to deliver impactful solutions that reflect our commitment to excellence and innovation. Key Responsibilities Lead the consolidation of our artifact management infrastructure, supporting 3.5 million daily requests across 5,000+ packages Design and implement strategies for package distribution, versioning, and dependency management Establish governance policies and security controls for artifact repositories Ensure the stability, availability, and performance of development and pre-production environments Design and implement comprehensive monitoring, alerting, and observability solutions Qualifications 5+ years of professional experience in DevOps, Platform Engineering, or Site Reliability Engineering roles AWS Certification (Solutions Architect, DevOps Engineer, SysOps Administrator, or similar) with hands-on experience across core AWS services including EC2, S3, RDS, Route53, CloudFront, and ECS/EKS Infrastructure-as-Code proficiency with Terraform, CloudFormation, or similar tools Linux/Unix systems administration with strong command-line skills and scripting abilities (Bash, Python, Go, or similar) Strong DNS knowledge including configuration, troubleshooting, and understanding of routing, zones, and records Additional information Were a community here that cares as much about your life outside work as how you feel when youre with us. Because your job shouldnt take over your life, it should enrich it. Here are some of the benefits we offer: 29 days holiday allowance + bank holidays Private medical and dental healthcare Matching pension contribution of 4 or 5% (after 3 years of service up to 10%) 24/7 Employee Assistance Programme Life Assurance Cover Cycle to work scheme Hybrid working model (3 days working fromthe office) Volunteering days and you can bring your dog to the office onMondays and Fridays! Our commitment Equal opportunities are important to us. We believe that diversity and inclusion at The Stepstone Group are critical to our success as a global company, so we want to recruit, develop, and keep the best talent. We encourage applications from everyone, regardless of background, gender identity, sexual orientation, disability status, ethnicity, belief, age, family or parental status, and any other characteristic. As a global business we further our DEI and sustainability progress by working with national and international bodies and are proud to have been recognised for our work - both locally and internationally, including: Armed Forces Covenant: Bronze Award, Employer Recognition Scheme EcoVadis: Bronze Award Fertility Friendly Employer, accredited by Fertility Matters at Work RIDI (Recruitment Industry Disability) Awards: Inclusive Technology Award 2024 Stonewall: Gold Award Stonewall: Top 100 Workplace Equality Index (85) JBRP1_UKTJ
Company Description At The Stepstone Group, we have a simple yet very important mission: The right job for everyone. Using our data, platform, and technology, we create opportunities for jobseekers and companies around the world to find a perfect match in fair and equitable way. With over 20 brands across 30+ countries, we strive for fair and unbiased hiring. Join our team of 4,000+ employees and be part of reshaping the labour market and becoming the worlds leading job platform. Job Description Join our Platform Engineering team and play a critical role in modernizing andoptimizingour development infrastructure.You'llbe responsible formanaging artifact repositories, ensuring stability of development and pre-production environments, and implementing automation that accelerates delivery whilemaintaininghigh standardsof reliability and security. This is an opportunity to make a tangible impact on how hundreds of engineers across The Stepstone Group build and deploy software. Our Developer PlatformatStepStoneempowers teams to build secure, high-quality software through intuitive tools, automated workflows, and robust governance. By fostering creativity, collaboration, and continuous improvement, our platform removes barriers and maximises developer flow, enabling every engineer to deliver impactful solutions that reflect our commitment to excellence and innovation. Key Responsibilities Lead the consolidation of our artifact management infrastructure, supporting 3.5 million daily requests across 5,000+ packages Design and implement strategies for package distribution, versioning, and dependency management Establish governance policies and security controls for artifact repositories Ensure the stability, availability, and performance of development and pre-production environments Design and implement comprehensive monitoring, alerting, and observability solutions Qualifications 5+ years of professional experience in DevOps, Platform Engineering, or Site Reliability Engineering roles AWS Certification (Solutions Architect, DevOps Engineer, SysOps Administrator, or similar) with hands-on experience across core AWS services including EC2, S3, RDS, Route53, CloudFront, and ECS/EKS Infrastructure-as-Code proficiency with Terraform, CloudFormation, or similar tools Linux/Unix systems administration with strong command-line skills and scripting abilities (Bash, Python, Go, or similar) Strong DNS knowledge including configuration, troubleshooting, and understanding of routing, zones, and records Additional information Were a community here that cares as much about your life outside work as how you feel when youre with us. Because your job shouldnt take over your life, it should enrich it. Here are some of the benefits we offer: 29 days holiday allowance + bank holidays Private medical and dental healthcare Matching pension contribution of 4 or 5% (after 3 years of service up to 10%) 24/7 Employee Assistance Programme Life Assurance Cover Cycle to work scheme Hybrid working model (3 days working fromthe office) Volunteering days and you can bring your dog to the office onMondays and Fridays! Our commitment Equal opportunities are important to us. We believe that diversity and inclusion at The Stepstone Group are critical to our success as a global company, so we want to recruit, develop, and keep the best talent. We encourage applications from everyone, regardless of background, gender identity, sexual orientation, disability status, ethnicity, belief, age, family or parental status, and any other characteristic. As a global business we further our DEI and sustainability progress by working with national and international bodies and are proud to have been recognised for our work - both locally and internationally, including: Armed Forces Covenant: Bronze Award, Employer Recognition Scheme EcoVadis: Bronze Award Fertility Friendly Employer, accredited by Fertility Matters at Work RIDI (Recruitment Industry Disability) Awards: Inclusive Technology Award 2024 Stonewall: Gold Award Stonewall: Top 100 Workplace Equality Index (85) JBRP1_UKTJ
Dec 07, 2025
Full time
Company Description At The Stepstone Group, we have a simple yet very important mission: The right job for everyone. Using our data, platform, and technology, we create opportunities for jobseekers and companies around the world to find a perfect match in fair and equitable way. With over 20 brands across 30+ countries, we strive for fair and unbiased hiring. Join our team of 4,000+ employees and be part of reshaping the labour market and becoming the worlds leading job platform. Job Description Join our Platform Engineering team and play a critical role in modernizing andoptimizingour development infrastructure.You'llbe responsible formanaging artifact repositories, ensuring stability of development and pre-production environments, and implementing automation that accelerates delivery whilemaintaininghigh standardsof reliability and security. This is an opportunity to make a tangible impact on how hundreds of engineers across The Stepstone Group build and deploy software. Our Developer PlatformatStepStoneempowers teams to build secure, high-quality software through intuitive tools, automated workflows, and robust governance. By fostering creativity, collaboration, and continuous improvement, our platform removes barriers and maximises developer flow, enabling every engineer to deliver impactful solutions that reflect our commitment to excellence and innovation. Key Responsibilities Lead the consolidation of our artifact management infrastructure, supporting 3.5 million daily requests across 5,000+ packages Design and implement strategies for package distribution, versioning, and dependency management Establish governance policies and security controls for artifact repositories Ensure the stability, availability, and performance of development and pre-production environments Design and implement comprehensive monitoring, alerting, and observability solutions Qualifications 5+ years of professional experience in DevOps, Platform Engineering, or Site Reliability Engineering roles AWS Certification (Solutions Architect, DevOps Engineer, SysOps Administrator, or similar) with hands-on experience across core AWS services including EC2, S3, RDS, Route53, CloudFront, and ECS/EKS Infrastructure-as-Code proficiency with Terraform, CloudFormation, or similar tools Linux/Unix systems administration with strong command-line skills and scripting abilities (Bash, Python, Go, or similar) Strong DNS knowledge including configuration, troubleshooting, and understanding of routing, zones, and records Additional information Were a community here that cares as much about your life outside work as how you feel when youre with us. Because your job shouldnt take over your life, it should enrich it. Here are some of the benefits we offer: 29 days holiday allowance + bank holidays Private medical and dental healthcare Matching pension contribution of 4 or 5% (after 3 years of service up to 10%) 24/7 Employee Assistance Programme Life Assurance Cover Cycle to work scheme Hybrid working model (3 days working fromthe office) Volunteering days and you can bring your dog to the office onMondays and Fridays! Our commitment Equal opportunities are important to us. We believe that diversity and inclusion at The Stepstone Group are critical to our success as a global company, so we want to recruit, develop, and keep the best talent. We encourage applications from everyone, regardless of background, gender identity, sexual orientation, disability status, ethnicity, belief, age, family or parental status, and any other characteristic. As a global business we further our DEI and sustainability progress by working with national and international bodies and are proud to have been recognised for our work - both locally and internationally, including: Armed Forces Covenant: Bronze Award, Employer Recognition Scheme EcoVadis: Bronze Award Fertility Friendly Employer, accredited by Fertility Matters at Work RIDI (Recruitment Industry Disability) Awards: Inclusive Technology Award 2024 Stonewall: Gold Award Stonewall: Top 100 Workplace Equality Index (85) JBRP1_UKTJ
Could you be Carroll Cleaning's next Accounts Administrator? If you are a driven individual with excellent communication skills and the ability to prioritise your workload, this is the perfect opportunity for you. Apply now! Accounts Administrator Halifax, HX4 8DQ 35 hours per week - 9am - 5pm, Monday to Friday (Some flexibility to these hours may be required) Permanent position Between £27,000 and £ click apply for full job details
Dec 07, 2025
Full time
Could you be Carroll Cleaning's next Accounts Administrator? If you are a driven individual with excellent communication skills and the ability to prioritise your workload, this is the perfect opportunity for you. Apply now! Accounts Administrator Halifax, HX4 8DQ 35 hours per week - 9am - 5pm, Monday to Friday (Some flexibility to these hours may be required) Permanent position Between £27,000 and £ click apply for full job details
Location: HX1 (Calderdale) Rate: £14.82 per hour Contract until: 31/03/2026 Working arrangement: Hybrid a mix of home and council office working RP SEN Support Officer FINAL DBS: Basic DBS required (though the role profile mentions an Enhanced DBS , so its best to confirm which is current) RP SEN Support Officer FINAL Purpose: Provide business support to help the Local Authority meet its statutory duties u click apply for full job details
Dec 07, 2025
Seasonal
Location: HX1 (Calderdale) Rate: £14.82 per hour Contract until: 31/03/2026 Working arrangement: Hybrid a mix of home and council office working RP SEN Support Officer FINAL DBS: Basic DBS required (though the role profile mentions an Enhanced DBS , so its best to confirm which is current) RP SEN Support Officer FINAL Purpose: Provide business support to help the Local Authority meet its statutory duties u click apply for full job details
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
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.
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.
Junior IFA Administrator (Career Progression to Paraplanner) Guildford Up to £45,000 + Company Pension + Company Training + Study Support + Health Scheme + Good Work Life Balance + More Are you a Junior IFA Administrator or similar, with experience in paraplanning, financial planning or similar, looking to take the next step into your career where you can progress your career into paraplanning with a click apply for full job details
Dec 06, 2025
Full time
Junior IFA Administrator (Career Progression to Paraplanner) Guildford Up to £45,000 + Company Pension + Company Training + Study Support + Health Scheme + Good Work Life Balance + More Are you a Junior IFA Administrator or similar, with experience in paraplanning, financial planning or similar, looking to take the next step into your career where you can progress your career into paraplanning with a click apply for full job details
Ernest Gordon Recruitment Limited
Guildford, Surrey
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 study support, company training, company pension, health scheme, good work life balance and much more? Do you want to join a well established business, going from strength to strength in financial management as they grow and maintain their reputable and esteemed client base, placing value on their employees offering study support, company training and more great company benefits? On offer is a fantastic opportunity to join a respectable and growing wealth management company, focusing on providing exceptional services and looking to grow their expert team. With over 25 years of establishment, this company is leading the way in wealth and financial management for a range of clients, championing their employees by offering study support, health schemes, training and more. In this role you would be responsible for managing and leading the administration team and younger members of staff, working on general administrative tasks and assisting with paraplanning, ensuring financial plans are running smoothly. The ideal Financial Administrator would have come from a similar background, with experience in paraplanning looking for a supervisory role in financial management. The Role : Managing and assisting younger members of staff Assisting with paraplanning work General administrative checks and tasks The Person : Experience in IFA Administration, paraplanning or similar Part or fully qualified Local to Guildford Reference : 22635 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
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 study support, company training, company pension, health scheme, good work life balance and much more? Do you want to join a well established business, going from strength to strength in financial management as they grow and maintain their reputable and esteemed client base, placing value on their employees offering study support, company training and more great company benefits? On offer is a fantastic opportunity to join a respectable and growing wealth management company, focusing on providing exceptional services and looking to grow their expert team. With over 25 years of establishment, this company is leading the way in wealth and financial management for a range of clients, championing their employees by offering study support, health schemes, training and more. In this role you would be responsible for managing and leading the administration team and younger members of staff, working on general administrative tasks and assisting with paraplanning, ensuring financial plans are running smoothly. The ideal Financial Administrator would have come from a similar background, with experience in paraplanning looking for a supervisory role in financial management. The Role : Managing and assisting younger members of staff Assisting with paraplanning work General administrative checks and tasks The Person : Experience in IFA Administration, paraplanning or similar Part or fully qualified Local to Guildford Reference : 22635 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
The Role A well-established and growing financial services firm is seeking a Client Services Administrator to provide support to advisers, paraplanners, and clients. This role is ideal for someone with experience in financial services administration who enjoys working within a professional, detail-oriented environment. You ll be a key part of the operations team, ensuring all administrative processes run smoothly and clients receive exceptional service at every stage. Reporting to the Operations and Client Services Manager, you ll help maintain efficient back-office systems, handle client documentation, and support the wider team in delivering first-class financial planning services. Key Responsibilities Provide administrative support to advisers and paraplanners across a range of financial planning activities. Maintain and update data within the firm s back-office systems. Prepare meeting packs, letters, valuations, and review reports. Liaise with clients and providers professionally by phone and email. Manage the adviser diary system and ensure meetings are well-prepared in advance. Submit new business through online portals and track progress to completion. Assist with compliance checks and ensure files meet FCA requirements. Keep internal processes and client documentation organised and accurate. Greet clients in person and ensure meeting rooms and documentation are ready. Support the continuous improvement of internal procedures and best practice. About You You ll be an experienced administrator with a background in financial services ideally within an IFA, wealth management, or financial planning environment. You ll take pride in accuracy, communication, and providing a high-quality service to clients and colleagues alike. Essential skills and experience: Proven experience in financial services administration. Excellent attention to detail and organisational ability. Strong written and verbal communication skills. Confident using Microsoft Office (Word, Excel, Outlook). Ability to manage multiple tasks and work to deadlines. Comfortable working both independently and as part of a close-knit team.
Dec 06, 2025
Full time
The Role A well-established and growing financial services firm is seeking a Client Services Administrator to provide support to advisers, paraplanners, and clients. This role is ideal for someone with experience in financial services administration who enjoys working within a professional, detail-oriented environment. You ll be a key part of the operations team, ensuring all administrative processes run smoothly and clients receive exceptional service at every stage. Reporting to the Operations and Client Services Manager, you ll help maintain efficient back-office systems, handle client documentation, and support the wider team in delivering first-class financial planning services. Key Responsibilities Provide administrative support to advisers and paraplanners across a range of financial planning activities. Maintain and update data within the firm s back-office systems. Prepare meeting packs, letters, valuations, and review reports. Liaise with clients and providers professionally by phone and email. Manage the adviser diary system and ensure meetings are well-prepared in advance. Submit new business through online portals and track progress to completion. Assist with compliance checks and ensure files meet FCA requirements. Keep internal processes and client documentation organised and accurate. Greet clients in person and ensure meeting rooms and documentation are ready. Support the continuous improvement of internal procedures and best practice. About You You ll be an experienced administrator with a background in financial services ideally within an IFA, wealth management, or financial planning environment. You ll take pride in accuracy, communication, and providing a high-quality service to clients and colleagues alike. Essential skills and experience: Proven experience in financial services administration. Excellent attention to detail and organisational ability. Strong written and verbal communication skills. Confident using Microsoft Office (Word, Excel, Outlook). Ability to manage multiple tasks and work to deadlines. Comfortable working both independently and as part of a close-knit team.
The Role An established and growing financial services business is seeking an experienced Operations and Client Services Manager to oversee administrative functions and ensure the smooth running of daily operations. This is a hands-on leadership role, responsible for managing workflow, maintaining client service standards, and supporting advisers and paraplanners in delivering an exceptional client experience. Key Responsibilities Manage day-to-day operational and client service activity within the business. Oversee and allocate workflow for the administrative team. Support advisers and paraplanners with all aspects of client administration and documentation. Maintain and enhance internal processes, templates, and systems. Lead, train, and mentor administrators to ensure high levels of performance and consistency. Prepare client review packs, valuations, and reports. Communicate with clients and product providers via phone and email in a professional manner. Ensure compliance with internal procedures and FCA requirements. Assist with strategic and ad-hoc projects as required. About You You ll be an experienced financial services administrator or operations professional who thrives in an organised, detail-driven role. You ll bring a proactive approach, confident leadership skills, and a genuine commitment to providing an excellent client experience. Essential skills and experience: Proven background in financial services administration (ideally within an IFA, wealth management, or financial planning environment). Experience in implementing and improving operational processes. Strong organisational and leadership skills. Excellent written and verbal communication. Confident using financial back-office systems and Microsoft Office. Ability to manage multiple priorities and work to deadlines.
Dec 06, 2025
Full time
The Role An established and growing financial services business is seeking an experienced Operations and Client Services Manager to oversee administrative functions and ensure the smooth running of daily operations. This is a hands-on leadership role, responsible for managing workflow, maintaining client service standards, and supporting advisers and paraplanners in delivering an exceptional client experience. Key Responsibilities Manage day-to-day operational and client service activity within the business. Oversee and allocate workflow for the administrative team. Support advisers and paraplanners with all aspects of client administration and documentation. Maintain and enhance internal processes, templates, and systems. Lead, train, and mentor administrators to ensure high levels of performance and consistency. Prepare client review packs, valuations, and reports. Communicate with clients and product providers via phone and email in a professional manner. Ensure compliance with internal procedures and FCA requirements. Assist with strategic and ad-hoc projects as required. About You You ll be an experienced financial services administrator or operations professional who thrives in an organised, detail-driven role. You ll bring a proactive approach, confident leadership skills, and a genuine commitment to providing an excellent client experience. Essential skills and experience: Proven background in financial services administration (ideally within an IFA, wealth management, or financial planning environment). Experience in implementing and improving operational processes. Strong organisational and leadership skills. Excellent written and verbal communication. Confident using financial back-office systems and Microsoft Office. Ability to manage multiple priorities and work to deadlines.
Trainee IFA Administrator - London £25,000 - £28,000 Start your career in financial services with one of London's most respected advice firms. If you're organised, proactive, and looking to build a long-term career in wealth management - this is a brilliant first step. You'll join a friendly, supportive team where you'll learn the ropes from experienced administrators and advisers. The first four months will be office-based so you can get fully up to speed, then you'll move to a hybrid setup. Why this role You'll be the backbone of the client journey - helping with onboarding, valuations, and review packs while learning how the advice process works from start to finish. This is a team that genuinely values development. You'll get hands-on training, support with qualifications, and a clear path to grow in financial planning. What's different Full office-based onboarding (4 months), then 3 days in / 2 from home Clear structure and ongoing support from experienced mentors A respected Partner Practice known for developing talent Genuine progression opportunities in a growing team Your role What you'll be doing: Helping prepare documents and reports for client meetings Updating client information and records on the CRM system Assisting advisers with new business and fund transfers Managing email correspondence and handling client queries Supporting the wider team with day-to-day admin tasks Learning how to process investments, pensions, and protection business What you'll need Strong attention to detail and good organisational skills Confident communicator who enjoys working with people Eager to learn and build a career in financial planning Basic IT skills (Microsoft Office, email, etc.) A positive, reliable attitude. Perks & lifestyle Hybrid working after initial training period 25+ days holiday plus bank holidays Full training and support with professional qualifications Friendly, collaborative team environment Modern London office with great transport links Sound like you? If you're ready to kickstart your career in financial services and be part of a team that genuinely invests in your growth - we'd love to hear from you. Hit apply or drop us a message in confidence to find out more.
Dec 06, 2025
Full time
Trainee IFA Administrator - London £25,000 - £28,000 Start your career in financial services with one of London's most respected advice firms. If you're organised, proactive, and looking to build a long-term career in wealth management - this is a brilliant first step. You'll join a friendly, supportive team where you'll learn the ropes from experienced administrators and advisers. The first four months will be office-based so you can get fully up to speed, then you'll move to a hybrid setup. Why this role You'll be the backbone of the client journey - helping with onboarding, valuations, and review packs while learning how the advice process works from start to finish. This is a team that genuinely values development. You'll get hands-on training, support with qualifications, and a clear path to grow in financial planning. What's different Full office-based onboarding (4 months), then 3 days in / 2 from home Clear structure and ongoing support from experienced mentors A respected Partner Practice known for developing talent Genuine progression opportunities in a growing team Your role What you'll be doing: Helping prepare documents and reports for client meetings Updating client information and records on the CRM system Assisting advisers with new business and fund transfers Managing email correspondence and handling client queries Supporting the wider team with day-to-day admin tasks Learning how to process investments, pensions, and protection business What you'll need Strong attention to detail and good organisational skills Confident communicator who enjoys working with people Eager to learn and build a career in financial planning Basic IT skills (Microsoft Office, email, etc.) A positive, reliable attitude. Perks & lifestyle Hybrid working after initial training period 25+ days holiday plus bank holidays Full training and support with professional qualifications Friendly, collaborative team environment Modern London office with great transport links Sound like you? If you're ready to kickstart your career in financial services and be part of a team that genuinely invests in your growth - we'd love to hear from you. Hit apply or drop us a message in confidence to find out more.
Job Title: Asbestos Surveyor / Analyst Location: Sheffield, South Yorkshire Salary/Benefits: 25k - 42k + Training & Benefits Our client is a recognised and respected name within the Asbestos industry. They hold UKAS accreditation and strong pockets of clients throughout the UK. Due to recent expansion, they are seeking an experienced Asbestos Surveyor / Analyst to service a mix of commercial, domestic and industrial client premises. Applicants must have a successful track record within the industry, as you will be expected to hit the ground running. They are offering attractive salaries and benefits, including: training, overtime, pension scheme and company vehicle. We can consider candidates from: Sheffield, Rotherham, Dronfield, Chesterfield, Worksop, Mansfield, Retford, Gainsborough, Conisborough, Mexborough, Barnsley, Goole, Pontefract, Castleford, Normanton, Wakefield, Huddersfield, Holmfirth, Batley, Dewsbury, Morley, Brighouse, Morley, Leeds, Bradford, Halifax, Nottingham, Derby, Beeston. Experience / Qualifications: - Must have strong experience as an Asbestos Surveyor / Analyst within a UKAS accredited company - Will hold the BOHS P402, P403 and P404 (or RSPH equivalent) - Excellent technical knowledge, including: HSG 264 and HSG 248 guidelines - Able to articulate technical matters to clients - Good literacy and numeracy skills - Comfortable using IT software The Role: - Conducting management, refurbishment, demolition and re-inspection asbestos surveys - Travelling across a mixed portfolio of commercial, domestic and industrial client sites - Collecting samples from site for analysis - Undertaking 4 Stage Clearances - Carrying out leak, background, reassurance, leak and smoke air testing - Producing thorough technical reports - Working on a variety of asbestos removals projects - Wearing correct PPE at all times - Meeting / exceeding set personal targets - Maintaining excellent working relationships with clients Alternative job titles: Asbestos Consultant, Asbestos Surveyor, Asbestos Inspector, Asbestos Analyst, Environmental Consultant. Future Select are the leading market supplier for recruitment in the Asbestos industry; we work with the best clients and candidates and supply the majority of permanent jobs in the asbestos market. We have a large dedicated team, with over 25 years combined industry experience within Asbestos recruitment specifically geared to dealing with Asbestos Surveyors/Analysts/Lab Technicians, Administrators, Project/Regional /Technical/Quality/Training/Sales Managers through to Director Level for both Consultancy & Removal. We have intrinsic knowledge of the market place, as well as respecting candidates/clients confidentiality in this close knit market sector. We are also interested in anyone with p401/p402/p403/p404/p404 or s301 CCP. We are inundated with applications, we will endeavour to get back in touch, however if you have applied to Future Select and you have not heard from us after a week, on this occasion, you will not have been successful. Your details will be saved on our system and you will be contacted in the future if a vacancy matches your skills. Future Select Copyright 2025
Dec 06, 2025
Full time
Job Title: Asbestos Surveyor / Analyst Location: Sheffield, South Yorkshire Salary/Benefits: 25k - 42k + Training & Benefits Our client is a recognised and respected name within the Asbestos industry. They hold UKAS accreditation and strong pockets of clients throughout the UK. Due to recent expansion, they are seeking an experienced Asbestos Surveyor / Analyst to service a mix of commercial, domestic and industrial client premises. Applicants must have a successful track record within the industry, as you will be expected to hit the ground running. They are offering attractive salaries and benefits, including: training, overtime, pension scheme and company vehicle. We can consider candidates from: Sheffield, Rotherham, Dronfield, Chesterfield, Worksop, Mansfield, Retford, Gainsborough, Conisborough, Mexborough, Barnsley, Goole, Pontefract, Castleford, Normanton, Wakefield, Huddersfield, Holmfirth, Batley, Dewsbury, Morley, Brighouse, Morley, Leeds, Bradford, Halifax, Nottingham, Derby, Beeston. Experience / Qualifications: - Must have strong experience as an Asbestos Surveyor / Analyst within a UKAS accredited company - Will hold the BOHS P402, P403 and P404 (or RSPH equivalent) - Excellent technical knowledge, including: HSG 264 and HSG 248 guidelines - Able to articulate technical matters to clients - Good literacy and numeracy skills - Comfortable using IT software The Role: - Conducting management, refurbishment, demolition and re-inspection asbestos surveys - Travelling across a mixed portfolio of commercial, domestic and industrial client sites - Collecting samples from site for analysis - Undertaking 4 Stage Clearances - Carrying out leak, background, reassurance, leak and smoke air testing - Producing thorough technical reports - Working on a variety of asbestos removals projects - Wearing correct PPE at all times - Meeting / exceeding set personal targets - Maintaining excellent working relationships with clients Alternative job titles: Asbestos Consultant, Asbestos Surveyor, Asbestos Inspector, Asbestos Analyst, Environmental Consultant. Future Select are the leading market supplier for recruitment in the Asbestos industry; we work with the best clients and candidates and supply the majority of permanent jobs in the asbestos market. We have a large dedicated team, with over 25 years combined industry experience within Asbestos recruitment specifically geared to dealing with Asbestos Surveyors/Analysts/Lab Technicians, Administrators, Project/Regional /Technical/Quality/Training/Sales Managers through to Director Level for both Consultancy & Removal. We have intrinsic knowledge of the market place, as well as respecting candidates/clients confidentiality in this close knit market sector. We are also interested in anyone with p401/p402/p403/p404/p404 or s301 CCP. We are inundated with applications, we will endeavour to get back in touch, however if you have applied to Future Select and you have not heard from us after a week, on this occasion, you will not have been successful. Your details will be saved on our system and you will be contacted in the future if a vacancy matches your skills. Future Select Copyright 2025
