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ifa administrator
Financial Services Administrator
i2i Independent Recruitment Consultancy Ltd Cheltenham, Gloucestershire
Whats in it for you? Company pension Life insurance Free on-site parking Company events Sick pay Join a growing, supportive team in the financial services sector Career development & progression opportunities Must Haves 2+ years' experience in financial services Confident supporting Independent Financial Advisers or working within an IFA firm Strong attention to detail and time management s click apply for full job details
Jun 04, 2025
Full time
Whats in it for you? Company pension Life insurance Free on-site parking Company events Sick pay Join a growing, supportive team in the financial services sector Career development & progression opportunities Must Haves 2+ years' experience in financial services Confident supporting Independent Financial Advisers or working within an IFA firm Strong attention to detail and time management s click apply for full job details
Michael Page
Customer Service & Sales Administrator
Michael Page Halifax, Yorkshire
The business is looking for a Customer Service & Sales Administrator to join their friendly team., this permanent position is ideal for someone who is solutions focused with a can do attitude and passionate about Customer Service. Client Details My client, a well established FMCG business based in Halifax known for its commitment to quality and innovation. With a strong presence in the market, the company offers a supportive and engaging environment for its employees. Description Act as the first point of contact for customer enquiries via phone and email. Collaborate with internal teams to resolve customer issues effectively. Maintain accurate records of customer interactions and transactions. Process customer orders accurately and efficiently through the sales system (SAGE & various customer portals). Maintain customer records, pricing, and product information. Support the Sales Team with quotations, sales reports, and account management. Liaise with internal departments (e.g. production, finance, logistics) to ensure timely fulfilment of orders. Handle customer complaints and returns in a professional and timely manner. Monitor and follow up on back orders or delays, providing proactive communication to customers. Prepare and manage all export documentation including commercial invoices, packing lists, and order processing within SAGE. Liaise with freight forwarders, couriers, and customs agents to organise shipments. Track international shipments and resolve any delays or customs issues. Maintain accurate records of export activities for audit and compliance purposes. Profile As a Customer Service & Sales Administrator you will have : Previous experience in a distribution or FMCG environment. Strong communication and problem-solving skills. Proficiency with SAGE 200 would be highly desirable. An organised approach to managing tasks and priorities. A keen eye for detail and a proactive mindset. Ability to work effectively both independently and within a team. A genuine interest in delivering high-quality customer experiences. Job Offer Competitive salary ranging from 24,000- 28,000 Annual bonus scheme rewarding performance. Private medical coverage and life assurance (2x annual salary). Employee Assistance Programme (EAP) for wellbeing support. Monthly allowance of two cases of beer and free pint Fridays. Discounted products. Inclusive and collaborative company culture. Please note this is a fully office based role.
Jun 03, 2025
Full time
The business is looking for a Customer Service & Sales Administrator to join their friendly team., this permanent position is ideal for someone who is solutions focused with a can do attitude and passionate about Customer Service. Client Details My client, a well established FMCG business based in Halifax known for its commitment to quality and innovation. With a strong presence in the market, the company offers a supportive and engaging environment for its employees. Description Act as the first point of contact for customer enquiries via phone and email. Collaborate with internal teams to resolve customer issues effectively. Maintain accurate records of customer interactions and transactions. Process customer orders accurately and efficiently through the sales system (SAGE & various customer portals). Maintain customer records, pricing, and product information. Support the Sales Team with quotations, sales reports, and account management. Liaise with internal departments (e.g. production, finance, logistics) to ensure timely fulfilment of orders. Handle customer complaints and returns in a professional and timely manner. Monitor and follow up on back orders or delays, providing proactive communication to customers. Prepare and manage all export documentation including commercial invoices, packing lists, and order processing within SAGE. Liaise with freight forwarders, couriers, and customs agents to organise shipments. Track international shipments and resolve any delays or customs issues. Maintain accurate records of export activities for audit and compliance purposes. Profile As a Customer Service & Sales Administrator you will have : Previous experience in a distribution or FMCG environment. Strong communication and problem-solving skills. Proficiency with SAGE 200 would be highly desirable. An organised approach to managing tasks and priorities. A keen eye for detail and a proactive mindset. Ability to work effectively both independently and within a team. A genuine interest in delivering high-quality customer experiences. Job Offer Competitive salary ranging from 24,000- 28,000 Annual bonus scheme rewarding performance. Private medical coverage and life assurance (2x annual salary). Employee Assistance Programme (EAP) for wellbeing support. Monthly allowance of two cases of beer and free pint Fridays. Discounted products. Inclusive and collaborative company culture. Please note this is a fully office based role.
Future Select Recruitment
Asbestos Removals Supervisor
Future Select Recruitment City, Leeds
Job Title: Asbestos Removals Supervisor Location: Leeds, West Yorkshire Salary/Benefits: 150 - 220 Day rate + Training & Benefits Our client is a highly regarded Asbestos outfit, who provide the full range of services to clients. They are seeking a professional and polished Asbestos Removals Supervisor who can efficiently manage a portfolio of removals projects from initial stages, right through to completion. You will be integral in overseeing all moving parts within projects, such as the hiring of equipment, ordering of materials, safety adherence and work allocation. It is essential to have good interpersonal and management skills as well as strong technical knowledge. They are offering competitive day rates as well as attractive benefits packages. Locations of work include: Leeds, Bradford, Morley, Pudsey, Horsforth, Yeadon, Otley, Keighley, Halifax, Brighouse, Huddersfield, Mirfield, Batley, Wakefield, Normanton, Castleford, Featherstone, Selby, Barnsley, Doncaster, Sheffield, Mexborough, Holmfirth, Skipton, Rochdale, Oldham, Heywood, Stalybridge, Hyde, Glossop, Harrogate, Knaresborough, Wetherby, Tadcaster, York, Ripon. Experience / Qualifications: - Must have a successful track record overseeing the running of Asbestos Removals projects - Will ideally hold the Supervisor Ticket - It would be beneficial to hold a valid CSCS card - Comfortable managing teams of site staff - Excellent client-facing experience - Strong literacy and IT skills - Able to prioritise workloads The Role: - Overseeing a teams of asbestos removals operatives in order to complete projects - Ensuring works run to agreed deadlines and budgets - Allocating workloads and organising project plans - Meeting with clients on site to discuss scopes of works - Monitoring safety across projects, making sure operatives are wearing the correct PPE - Completing regular reports and site documents - Working closely with contracts managers to discuss project progress - Liaising with clients and third parties on a regular basis - Representing the company in a professional manner - Travelling to client sites to undertake risk assessments as well as pre and post work inspections 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
May 31, 2025
Full time
Job Title: Asbestos Removals Supervisor Location: Leeds, West Yorkshire Salary/Benefits: 150 - 220 Day rate + Training & Benefits Our client is a highly regarded Asbestos outfit, who provide the full range of services to clients. They are seeking a professional and polished Asbestos Removals Supervisor who can efficiently manage a portfolio of removals projects from initial stages, right through to completion. You will be integral in overseeing all moving parts within projects, such as the hiring of equipment, ordering of materials, safety adherence and work allocation. It is essential to have good interpersonal and management skills as well as strong technical knowledge. They are offering competitive day rates as well as attractive benefits packages. Locations of work include: Leeds, Bradford, Morley, Pudsey, Horsforth, Yeadon, Otley, Keighley, Halifax, Brighouse, Huddersfield, Mirfield, Batley, Wakefield, Normanton, Castleford, Featherstone, Selby, Barnsley, Doncaster, Sheffield, Mexborough, Holmfirth, Skipton, Rochdale, Oldham, Heywood, Stalybridge, Hyde, Glossop, Harrogate, Knaresborough, Wetherby, Tadcaster, York, Ripon. Experience / Qualifications: - Must have a successful track record overseeing the running of Asbestos Removals projects - Will ideally hold the Supervisor Ticket - It would be beneficial to hold a valid CSCS card - Comfortable managing teams of site staff - Excellent client-facing experience - Strong literacy and IT skills - Able to prioritise workloads The Role: - Overseeing a teams of asbestos removals operatives in order to complete projects - Ensuring works run to agreed deadlines and budgets - Allocating workloads and organising project plans - Meeting with clients on site to discuss scopes of works - Monitoring safety across projects, making sure operatives are wearing the correct PPE - Completing regular reports and site documents - Working closely with contracts managers to discuss project progress - Liaising with clients and third parties on a regular basis - Representing the company in a professional manner - Travelling to client sites to undertake risk assessments as well as pre and post work inspections 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
Premier Jobs UK
Financial Advisor
Premier Jobs UK Hodsoll Street, Kent
This Financial Adviser job provides opportunity to join a growing IFA firm. They are seeking an experienced Financial Adviser to join their team to takeover a client bank from a fellow Financial Advisor who is due to retire. Your aim is to establish excellent rapport and understand their current and future needs. Your priority is on retention of client and identifying new business opportunities where possible. The client bank you will be taking over will be in the region of 20m with all clients having ongoing service agreements in place. The clients are spread across Surrey and Kent. Alongside the acquired clients you will be taking over, our client is ideally seeking a Financial Adviser who can bring some clients or ways to generate clients. You will receive back office support from their support team consisting of Paraplanners and Administrators Financial Adviser Requirements You must hold full Level 4 Diploma in Financial Planning or equivalent You must be a current Financial Adviser, confident in taking over and retaining acquired clients You should be able to bring / generate clients to supplement the clients provided The Company This long established financial planning firm of nearly 30 years has recently undergone new management as a result of a recent acquisition. The new owners are looking to build on the strong foundations already laid out and develop the service offering to new and existing clients. Therefore, this is an exciting opportunity to join as they enter their next chapter Financial Adviser Benefits Remuneration to be discussed at interview Open to considering employed or self-employed options Mixture of working location with travel to see clients, working from home and visits to their offices Location Surrey / Kent 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.
May 31, 2025
Full time
This Financial Adviser job provides opportunity to join a growing IFA firm. They are seeking an experienced Financial Adviser to join their team to takeover a client bank from a fellow Financial Advisor who is due to retire. Your aim is to establish excellent rapport and understand their current and future needs. Your priority is on retention of client and identifying new business opportunities where possible. The client bank you will be taking over will be in the region of 20m with all clients having ongoing service agreements in place. The clients are spread across Surrey and Kent. Alongside the acquired clients you will be taking over, our client is ideally seeking a Financial Adviser who can bring some clients or ways to generate clients. You will receive back office support from their support team consisting of Paraplanners and Administrators Financial Adviser Requirements You must hold full Level 4 Diploma in Financial Planning or equivalent You must be a current Financial Adviser, confident in taking over and retaining acquired clients You should be able to bring / generate clients to supplement the clients provided The Company This long established financial planning firm of nearly 30 years has recently undergone new management as a result of a recent acquisition. The new owners are looking to build on the strong foundations already laid out and develop the service offering to new and existing clients. Therefore, this is an exciting opportunity to join as they enter their next chapter Financial Adviser Benefits Remuneration to be discussed at interview Open to considering employed or self-employed options Mixture of working location with travel to see clients, working from home and visits to their offices Location Surrey / Kent 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.
Premier Jobs UK
Financial Advisor
Premier Jobs UK Fetcham, Surrey
This Financial Adviser job provides opportunity to join a growing IFA firm. They are seeking an experienced Financial Adviser to join their team to takeover a client bank from a fellow Financial Advisor who is due to retire. Your aim is to establish excellent rapport and understand their current and future needs. Your priority is on retention of client and identifying new business opportunities where possible. The client bank you will be taking over will be in the region of 20m with all clients having ongoing service agreements in place. The clients are spread across Surrey and Kent. Alongside the acquired clients you will be taking over, our client is ideally seeking a Financial Adviser who can bring some clients or ways to generate clients. You will receive back office support from their support team consisting of Paraplanners and Administrators Financial Adviser Requirements You must hold full Level 4 Diploma in Financial Planning or equivalent You must be a current Financial Adviser, confident in taking over and retaining acquired clients You should be able to bring / generate clients to supplement the clients provided The Company This long established financial planning firm of nearly 30 years has recently undergone new management as a result of a recent acquisition. The new owners are looking to build on the strong foundations already laid out and develop the service offering to new and existing clients. Therefore, this is an exciting opportunity to join as they enter their next chapter Financial Adviser Benefits Remuneration to be discussed at interview Open to considering employed or self-employed options Mixture of working location with travel to see clients, working from home and visits to their offices Location Surrey / Kent 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.
May 31, 2025
Full time
This Financial Adviser job provides opportunity to join a growing IFA firm. They are seeking an experienced Financial Adviser to join their team to takeover a client bank from a fellow Financial Advisor who is due to retire. Your aim is to establish excellent rapport and understand their current and future needs. Your priority is on retention of client and identifying new business opportunities where possible. The client bank you will be taking over will be in the region of 20m with all clients having ongoing service agreements in place. The clients are spread across Surrey and Kent. Alongside the acquired clients you will be taking over, our client is ideally seeking a Financial Adviser who can bring some clients or ways to generate clients. You will receive back office support from their support team consisting of Paraplanners and Administrators Financial Adviser Requirements You must hold full Level 4 Diploma in Financial Planning or equivalent You must be a current Financial Adviser, confident in taking over and retaining acquired clients You should be able to bring / generate clients to supplement the clients provided The Company This long established financial planning firm of nearly 30 years has recently undergone new management as a result of a recent acquisition. The new owners are looking to build on the strong foundations already laid out and develop the service offering to new and existing clients. Therefore, this is an exciting opportunity to join as they enter their next chapter Financial Adviser Benefits Remuneration to be discussed at interview Open to considering employed or self-employed options Mixture of working location with travel to see clients, working from home and visits to their offices Location Surrey / Kent 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.
Tate
IFA Administrator
Tate Taunton, Somerset
A very well know IFA firm based in Taunton is seeking a Graduate Administrator, paying up to 30,000 plus bonus and benefits, to join the ambitious and rapidly growing team. This is a really great opportunity for a recent graduate who is looking to get into financial planning and the IFA industry. The company will take you on an extensive training programme, mapping out your career from the ground up to help you build the foundations to a successful career. You will be trained to support the Paraplanner and Advisors in the business with all of the administration tasks, but progression will be limitless going forwards. Duties will include the following: Client Reviews Processing of new business Preparation of Compliance/ Provider documentation Fund Switches Plan Withdrawals Obtaining fund values from Provider Answering client queries etc. The ideal candidate will be looking to have successful career within the Finical services industry and will be looking to join a growing company that will provide that support. The company really are investing in their people with paid training, extensive mentorship and career planning. The ideal candidate will be a real-go getter, have an eye for detail, excellent customer service skills and a want to be in the financial industry! If this is you, please apply! This is an amazing opportunity for a recent graduate to join a great company that is going to grow and develop your career! Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
May 30, 2025
Full time
A very well know IFA firm based in Taunton is seeking a Graduate Administrator, paying up to 30,000 plus bonus and benefits, to join the ambitious and rapidly growing team. This is a really great opportunity for a recent graduate who is looking to get into financial planning and the IFA industry. The company will take you on an extensive training programme, mapping out your career from the ground up to help you build the foundations to a successful career. You will be trained to support the Paraplanner and Advisors in the business with all of the administration tasks, but progression will be limitless going forwards. Duties will include the following: Client Reviews Processing of new business Preparation of Compliance/ Provider documentation Fund Switches Plan Withdrawals Obtaining fund values from Provider Answering client queries etc. The ideal candidate will be looking to have successful career within the Finical services industry and will be looking to join a growing company that will provide that support. The company really are investing in their people with paid training, extensive mentorship and career planning. The ideal candidate will be a real-go getter, have an eye for detail, excellent customer service skills and a want to be in the financial industry! If this is you, please apply! This is an amazing opportunity for a recent graduate to join a great company that is going to grow and develop your career! Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Tate
Graduate IFA Administrator
Tate Taunton, Somerset
A very well know IFA firm based in Taunton is seeking a Graduate Administrator, paying up to 30,000 plus bonus and benefits, to join the ambitious and rapidly growing team. This is a really great opportunity for a recent graduate who is looking to get into financial planning and the IFA industry. The company will take you on an extensive training programme, mapping out your career from the ground up to help you build the foundations to a successful career. You will be trained to support the Paraplanner and Advisors in the business with all of the administration tasks, but progression will be limitless going forwards. Duties will include the following: Client Reviews Processing of new business Preparation of Compliance/ Provider documentation Fund Switches Plan Withdrawals Obtaining fund values from Provider Answering client queries etc. The ideal candidate will be looking to have successful career within the Finical services industry and will be looking to join a growing company that will provide that support. The company really are investing in their people with paid training, extensive mentor-ship and career planning. The ideal candidate will be a real-go-getter, have an eye for detail, excellent customer service skills and a want to be in the financial industry! If this is you, please apply! This is an amazing opportunity for a recent graduate to join a great company that is going to grow and develop your career! Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
May 30, 2025
Full time
A very well know IFA firm based in Taunton is seeking a Graduate Administrator, paying up to 30,000 plus bonus and benefits, to join the ambitious and rapidly growing team. This is a really great opportunity for a recent graduate who is looking to get into financial planning and the IFA industry. The company will take you on an extensive training programme, mapping out your career from the ground up to help you build the foundations to a successful career. You will be trained to support the Paraplanner and Advisors in the business with all of the administration tasks, but progression will be limitless going forwards. Duties will include the following: Client Reviews Processing of new business Preparation of Compliance/ Provider documentation Fund Switches Plan Withdrawals Obtaining fund values from Provider Answering client queries etc. The ideal candidate will be looking to have successful career within the Finical services industry and will be looking to join a growing company that will provide that support. The company really are investing in their people with paid training, extensive mentor-ship and career planning. The ideal candidate will be a real-go-getter, have an eye for detail, excellent customer service skills and a want to be in the financial industry! If this is you, please apply! This is an amazing opportunity for a recent graduate to join a great company that is going to grow and develop your career! Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
NJR Recruitment Ltd
IFA Administrator
NJR Recruitment Ltd Leicester, Leicestershire
IFA Administrator Leicester based Market leading salary Company Benefits Workplace pension with provider and funds under their proposition via salary exchange (5% employer and 3% employee equivalent) 23 days holiday allowance, plus public holidays Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year Private medical scheme following successful completion of 6 months probation Hybrid working up to 1 day a week from home in addition to flexible working for appointments Funding and support for professional development Discounts on our services Our Client are a well-established Wealth management company, who have an excellent opportunity for an ambitious and talented Financial Planning Administrator to join their thriving Business based in the Leicester area. This role will suit someone who has been working within financial services industry and has experience of administering Pensions & Investments. Our client offer a fantastic training and development programme and will therefore fully support those wishing to develop with CII examinations. Daily duties: Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings Providing an effective link between the client and the adviser, ensuring that both are kept up to date with all matters relating to their financial affairs Ensuring that all client information is stored on the relevant system, that it is updated accurately and in a timely manner, checking that all compliance requirements are met Providing post meeting administration support to advisers, ensuring that all work is completed within agreed timescales Ensuring that any complaints (formal or informal), breaches or losses are reported to the Commercial Director at the earliest possible opportunity to facilitate speedy resolution To undertake general administrative duties (e.g. scanning, filing, preparing letters, etc.) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory requirements To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively To support with process improvements and developments and business projects, to drive the company forwards The successful candidate must have previous experience as an Administrator working within an IFA practice . You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. For further information please contact one of our specialist consultants quoting NJR15766
May 30, 2025
Full time
IFA Administrator Leicester based Market leading salary Company Benefits Workplace pension with provider and funds under their proposition via salary exchange (5% employer and 3% employee equivalent) 23 days holiday allowance, plus public holidays Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year Private medical scheme following successful completion of 6 months probation Hybrid working up to 1 day a week from home in addition to flexible working for appointments Funding and support for professional development Discounts on our services Our Client are a well-established Wealth management company, who have an excellent opportunity for an ambitious and talented Financial Planning Administrator to join their thriving Business based in the Leicester area. This role will suit someone who has been working within financial services industry and has experience of administering Pensions & Investments. Our client offer a fantastic training and development programme and will therefore fully support those wishing to develop with CII examinations. Daily duties: Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings Providing an effective link between the client and the adviser, ensuring that both are kept up to date with all matters relating to their financial affairs Ensuring that all client information is stored on the relevant system, that it is updated accurately and in a timely manner, checking that all compliance requirements are met Providing post meeting administration support to advisers, ensuring that all work is completed within agreed timescales Ensuring that any complaints (formal or informal), breaches or losses are reported to the Commercial Director at the earliest possible opportunity to facilitate speedy resolution To undertake general administrative duties (e.g. scanning, filing, preparing letters, etc.) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory requirements To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively To support with process improvements and developments and business projects, to drive the company forwards The successful candidate must have previous experience as an Administrator working within an IFA practice . You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. For further information please contact one of our specialist consultants quoting NJR15766
Noodle Talent Partners
Financial Services Administrator
Noodle Talent Partners Norwich, Norfolk
Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator, to join the team on a permanent basis. Working Monday to Friday, 37.5 hours per week within office times, with option for flexibility on the hours- either 8am-4pm, 8:30am-4:30pm, or 9am-5pm. Part time will also be considered, but no less than 30 hours per week. Within this role you will work within a close friendly team, providing support to Financial Advisors & Wealth Managers and ensuring client's receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis. Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts. Accurately manage administration tasks and client records to ensure compliance protocols are followed, records are up to date and all requests are logged. Supporting with diary management and coordinating appointments Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital) Assist with compliance tasks Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner We are looking for candidates with existing experience in financial services (IFA) at varying levels, with strong organisational and prioritisation skills, high levels of attention to detail, excellent communication skills, a friendly team-working attitude, and ability to use intiative to handle their workload effectively. There are lots of opportunities to progress and develop within this firm, with opportunties for training & qualifications to progress your career. A very generous package is on offer, including: Salary between £25,000-£30,000 dependant on experience 21 days annual leave plus bank holidays, with options to purchase extra holiday Flexible working hours Health care scheme Enhanced Pension - 10% Life Assurance (4x salary) Employee Assistance Program Social events Training and career development opportunities A supportive, friendly and motivating team and much more! Please apply online with your updated CV as soon as possible if you're interested in this fantastic opportunity- do not miss out! Contact Talent Partners for more information. Financial Services IFA Estate Planning Wealth Administration Client Services
May 30, 2025
Full time
Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator, to join the team on a permanent basis. Working Monday to Friday, 37.5 hours per week within office times, with option for flexibility on the hours- either 8am-4pm, 8:30am-4:30pm, or 9am-5pm. Part time will also be considered, but no less than 30 hours per week. Within this role you will work within a close friendly team, providing support to Financial Advisors & Wealth Managers and ensuring client's receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis. Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts. Accurately manage administration tasks and client records to ensure compliance protocols are followed, records are up to date and all requests are logged. Supporting with diary management and coordinating appointments Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital) Assist with compliance tasks Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner We are looking for candidates with existing experience in financial services (IFA) at varying levels, with strong organisational and prioritisation skills, high levels of attention to detail, excellent communication skills, a friendly team-working attitude, and ability to use intiative to handle their workload effectively. There are lots of opportunities to progress and develop within this firm, with opportunties for training & qualifications to progress your career. A very generous package is on offer, including: Salary between £25,000-£30,000 dependant on experience 21 days annual leave plus bank holidays, with options to purchase extra holiday Flexible working hours Health care scheme Enhanced Pension - 10% Life Assurance (4x salary) Employee Assistance Program Social events Training and career development opportunities A supportive, friendly and motivating team and much more! Please apply online with your updated CV as soon as possible if you're interested in this fantastic opportunity- do not miss out! Contact Talent Partners for more information. Financial Services IFA Estate Planning Wealth Administration Client Services
Ernest Gordon Recruitment Limited
IFA Administrator (Financial Planning)
Ernest Gordon Recruitment Limited Hook Norton, Oxfordshire
IFA Administrator (Financial Planning) 35,000 - 40,000 DOE + Pension + Study Support + 23 days holiday + hybrid working after probation Part Time 3 or 4 days a week to suit Banbury Are you an administrator from a Financial Planning or IFA practice looking to work for a financial advisory specialist, with exceptional progression opportunities? Are you looking to work for a company that will offer full study support to gain your financial qualifications and progress your career? On offer is the opportunity to work for a bespoke firm in financial planning. With over 30 years of experience, the organisation is looking to expand its team and provide opportunities for internal growth and career progression. This role would suit someone with an administrator background who is seeking a position that offers professional development and studying towards a CII Diploma qualification. You will have a passion for delivering high-quality work within set time frames and a strong ability to confidently engage with clients. The Role: Maintaining the client file Implementing recommendations Client review preparation General office administration duties The Person: Experience in an administration role Study towards a CII Diploma qualification, or equivalent Experience with Intelliflo, Quilter, Transact or similar is desirable If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. Reference Number: BBBH 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.
May 30, 2025
Full time
IFA Administrator (Financial Planning) 35,000 - 40,000 DOE + Pension + Study Support + 23 days holiday + hybrid working after probation Part Time 3 or 4 days a week to suit Banbury Are you an administrator from a Financial Planning or IFA practice looking to work for a financial advisory specialist, with exceptional progression opportunities? Are you looking to work for a company that will offer full study support to gain your financial qualifications and progress your career? On offer is the opportunity to work for a bespoke firm in financial planning. With over 30 years of experience, the organisation is looking to expand its team and provide opportunities for internal growth and career progression. This role would suit someone with an administrator background who is seeking a position that offers professional development and studying towards a CII Diploma qualification. You will have a passion for delivering high-quality work within set time frames and a strong ability to confidently engage with clients. The Role: Maintaining the client file Implementing recommendations Client review preparation General office administration duties The Person: Experience in an administration role Study towards a CII Diploma qualification, or equivalent Experience with Intelliflo, Quilter, Transact or similar is desirable If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. Reference Number: BBBH 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.
Premier Jobs UK
Financial Advisor
Premier Jobs UK Nether Stowey, Somerset
This employed, Independent Financial Adviser job covering Taunton and North Somerset coast provides opportunity to join a boutique, IFA firm due to continued growth across the business You will be provided with approximately (Apply online only) clients, generating around 30m - 35m. This will continue to grow over the long term from additional clients being passed over, natural organic growth and activities you undertake to bolster the portfolio. The business puts client satisfaction and client retention at the heart of what they do, therefore looking for individuals who share these values. To enable you to focus on giving the best advice to clients, you will be supported by their team of Paraplanners and Administrators. Independent Financial Adviser Requirements You must be fully Diploma qualified in Financial Planning or equivalent You should have some experience as a Financial Adviser (our client is happy to consider a range in level of advice experience) You should align with the company values of putting clients first The Company Our client has been established for over 40 years and is a thriving firm of Independent Financial Advisers. The business is experiencing excellent levels of growth from organic means and also from acquiring local IFAs who want their clients to be serviced by a team of local IFAs. Independent Financial Adviser Benefits Salary open to discussion Excellent potential for total earnings in excess of 100k in year 2 (possibly year 1) Mixture of working from home and their office(s) in Tiverton and/or Exeter Benefits to be discussed at interview Opportunity to join a family owned firm who are look after their team Locations Taunton and North Somerset Coast 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.
May 30, 2025
Full time
This employed, Independent Financial Adviser job covering Taunton and North Somerset coast provides opportunity to join a boutique, IFA firm due to continued growth across the business You will be provided with approximately (Apply online only) clients, generating around 30m - 35m. This will continue to grow over the long term from additional clients being passed over, natural organic growth and activities you undertake to bolster the portfolio. The business puts client satisfaction and client retention at the heart of what they do, therefore looking for individuals who share these values. To enable you to focus on giving the best advice to clients, you will be supported by their team of Paraplanners and Administrators. Independent Financial Adviser Requirements You must be fully Diploma qualified in Financial Planning or equivalent You should have some experience as a Financial Adviser (our client is happy to consider a range in level of advice experience) You should align with the company values of putting clients first The Company Our client has been established for over 40 years and is a thriving firm of Independent Financial Advisers. The business is experiencing excellent levels of growth from organic means and also from acquiring local IFAs who want their clients to be serviced by a team of local IFAs. Independent Financial Adviser Benefits Salary open to discussion Excellent potential for total earnings in excess of 100k in year 2 (possibly year 1) Mixture of working from home and their office(s) in Tiverton and/or Exeter Benefits to be discussed at interview Opportunity to join a family owned firm who are look after their team Locations Taunton and North Somerset Coast 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.
Options Resourcing Ltd
IFA Admin
Options Resourcing Ltd
Are you an experienced IFA Administrator looking for your next challenge? Do you want to work for a company that truly values you? If so, look no further! An excellent opportunity for an experienced IFA Administrator to join a dynamic team where you'll play a key role in supporting financial planners and ensuring seamless client service. Benefits: Competitive salary up to 30,000 (DOE) 31 Days Holiday (Including Bank Holiday) Holiday entitlement increases with length of service Location - Edgbaston Monday to Friday - 35 hours per week Pension auto-enrolment scheme Group Life Cover & Income Protection Hybrid working opportunities Employee Assistance Programme Financial Wellbeing Support Role & Responsibilities: Process new business applications, ensuring compliance with FCA regulations Handle client queries, prepare valuations, and maintain accurate client records Assist with investment, pension, and protection administration Prepare review packs, performance reports, and compliance documentation Process fund switches, withdrawals, and provider transactions Liaise with providers, advisers, and clients to ensure smooth operations Maintain CRM systems and ensure all client data is up to date Required Skills & Experience: At least 2 years of experience in IFA administration Strong knowledge of investment, pension, and protection products Excellent organisational skills and attention to detail Proficiency in financial systems and CRM software Strong communication and client service skills Ability to work independently and collaboratively within a team If you're ready to take the next step in your career, apply now!
May 30, 2025
Full time
Are you an experienced IFA Administrator looking for your next challenge? Do you want to work for a company that truly values you? If so, look no further! An excellent opportunity for an experienced IFA Administrator to join a dynamic team where you'll play a key role in supporting financial planners and ensuring seamless client service. Benefits: Competitive salary up to 30,000 (DOE) 31 Days Holiday (Including Bank Holiday) Holiday entitlement increases with length of service Location - Edgbaston Monday to Friday - 35 hours per week Pension auto-enrolment scheme Group Life Cover & Income Protection Hybrid working opportunities Employee Assistance Programme Financial Wellbeing Support Role & Responsibilities: Process new business applications, ensuring compliance with FCA regulations Handle client queries, prepare valuations, and maintain accurate client records Assist with investment, pension, and protection administration Prepare review packs, performance reports, and compliance documentation Process fund switches, withdrawals, and provider transactions Liaise with providers, advisers, and clients to ensure smooth operations Maintain CRM systems and ensure all client data is up to date Required Skills & Experience: At least 2 years of experience in IFA administration Strong knowledge of investment, pension, and protection products Excellent organisational skills and attention to detail Proficiency in financial systems and CRM software Strong communication and client service skills Ability to work independently and collaboratively within a team If you're ready to take the next step in your career, apply now!
Premier Jobs UK
Financial Advisor
Premier Jobs UK Tiverton, Devon
This employed, Independent Financial Adviser job covering Tiverton, Taunton and Wellington provides opportunity to join a boutique, IFA firm due to continued growth across the business You will be provided with approximately 200 clients, generating around 50m - 60m. This will continue to grow over the long term from additional clients being passed over, natural organic growth and activities you undertake to bolster the portfolio. The business puts client satisfaction and client retention at the heart of what they do, therefore looking for individuals who share these values. To enable you to focus on giving the best advice to clients, you will be supported by their team of Paraplanners and Administrators. Independent Financial Adviser Requirements You must be fully Diploma qualified in Financial Planning or equivalent You should have some experience as a Financial Adviser (our client is happy to consider a range in level of advice experience) You should align with the company values of putting clients first The Company Our client has been established for over 40 years and is a thriving firm of Independent Financial Advisers. The business is experiencing excellent levels of growth from organic means and also from acquiring local IFAs who want their clients to be serviced by a team of local IFAs. Independent Financial Adviser Benefits Salary open to discussion Mixture of working from home and their office(s) in Tiverton and/or Exeter - although please note most clients attend their office in Tiverton for their face-to-face reviews, so you will need to be present in the office regularly for these Benefits to be discussed at interview Opportunity to join a family owned firm who are look after their team Locations Tiverton, Taunton and Wellington 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.
May 30, 2025
Full time
This employed, Independent Financial Adviser job covering Tiverton, Taunton and Wellington provides opportunity to join a boutique, IFA firm due to continued growth across the business You will be provided with approximately 200 clients, generating around 50m - 60m. This will continue to grow over the long term from additional clients being passed over, natural organic growth and activities you undertake to bolster the portfolio. The business puts client satisfaction and client retention at the heart of what they do, therefore looking for individuals who share these values. To enable you to focus on giving the best advice to clients, you will be supported by their team of Paraplanners and Administrators. Independent Financial Adviser Requirements You must be fully Diploma qualified in Financial Planning or equivalent You should have some experience as a Financial Adviser (our client is happy to consider a range in level of advice experience) You should align with the company values of putting clients first The Company Our client has been established for over 40 years and is a thriving firm of Independent Financial Advisers. The business is experiencing excellent levels of growth from organic means and also from acquiring local IFAs who want their clients to be serviced by a team of local IFAs. Independent Financial Adviser Benefits Salary open to discussion Mixture of working from home and their office(s) in Tiverton and/or Exeter - although please note most clients attend their office in Tiverton for their face-to-face reviews, so you will need to be present in the office regularly for these Benefits to be discussed at interview Opportunity to join a family owned firm who are look after their team Locations Tiverton, Taunton and Wellington 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.
Options Resourcing Ltd
IFA Admin
Options Resourcing Ltd Warwick, Warwickshire
Are you an experienced IFA Administrator looking for your next challenge? Do you want to work for a company that truly values you? If so, look no further! An excellent opportunity for an experienced IFA Administrator to join a dynamic team where you'll play a key role in supporting financial planners and ensuring seamless client service. Benefits: Competitive salary up to 32,000 (DOE) 31 Days Holiday (Including Bank Holiday) Holiday entitlement increases with length of service Location - Warwick Monday to Friday - 35 hours per week Pension auto-enrolment scheme Group Life Cover & Income Protection Hybrid working opportunities Employee Assistance Programme Financial Wellbeing Support Role & Responsibilities: Process new business applications, ensuring compliance with FCA regulations Handle client queries, prepare valuations, and maintain accurate client records Assist with investment, pension, and protection administration Prepare review packs, performance reports, and compliance documentation Process fund switches, withdrawals, and provider transactions Liaise with providers, advisers, and clients to ensure smooth operations Maintain CRM systems and ensure all client data is up to date Required Skills & Experience: At least 2 years of experience in IFA administration Strong knowledge of investment, pension, and protection products Excellent organisational skills and attention to detail Proficiency in financial systems and CRM software Strong communication and client service skills Ability to work independently and collaboratively within a team If you're ready to take the next step in your career, apply now!
May 30, 2025
Full time
Are you an experienced IFA Administrator looking for your next challenge? Do you want to work for a company that truly values you? If so, look no further! An excellent opportunity for an experienced IFA Administrator to join a dynamic team where you'll play a key role in supporting financial planners and ensuring seamless client service. Benefits: Competitive salary up to 32,000 (DOE) 31 Days Holiday (Including Bank Holiday) Holiday entitlement increases with length of service Location - Warwick Monday to Friday - 35 hours per week Pension auto-enrolment scheme Group Life Cover & Income Protection Hybrid working opportunities Employee Assistance Programme Financial Wellbeing Support Role & Responsibilities: Process new business applications, ensuring compliance with FCA regulations Handle client queries, prepare valuations, and maintain accurate client records Assist with investment, pension, and protection administration Prepare review packs, performance reports, and compliance documentation Process fund switches, withdrawals, and provider transactions Liaise with providers, advisers, and clients to ensure smooth operations Maintain CRM systems and ensure all client data is up to date Required Skills & Experience: At least 2 years of experience in IFA administration Strong knowledge of investment, pension, and protection products Excellent organisational skills and attention to detail Proficiency in financial systems and CRM software Strong communication and client service skills Ability to work independently and collaboratively within a team If you're ready to take the next step in your career, apply now!
Integro Partners
Commercial Assistant
Integro Partners
IFA Administrator £30-35K depending on experience London Office based (Hybrid available after probation) Wanting to work within a larger firm where support and progression are on offer? Feeling unfulfilled with the cases you work in your current role? This opportunity could be a fresh start A London based Wealth Management firm are keen to bring on an IFA Admin, to not only support with the workload, but also being working up in their career with opportunities available internally once established. This is an opportunity to join an established business, who are focused on supporting UK nationals both moving, living or returning from Europe. This adds a new dynamic to the usual advice given, which also therefore creates unique and niche cases for the admin and paraplanning team to manage. Supporting 10 Advisers, you will be processing new business, completing annual reviews and be hands on with the invoicing side which is an important part of the client process and therefore the individual would need to have recent experience of working as an IFA Admin. Benefits: Exam Support Private Medical Insurance Cashplan Wellbeing Allownace Pension Financial support towards commuting Get in contact with Sam at Integro Partners if you want to discuss the opportunity further.
May 30, 2025
Full time
IFA Administrator £30-35K depending on experience London Office based (Hybrid available after probation) Wanting to work within a larger firm where support and progression are on offer? Feeling unfulfilled with the cases you work in your current role? This opportunity could be a fresh start A London based Wealth Management firm are keen to bring on an IFA Admin, to not only support with the workload, but also being working up in their career with opportunities available internally once established. This is an opportunity to join an established business, who are focused on supporting UK nationals both moving, living or returning from Europe. This adds a new dynamic to the usual advice given, which also therefore creates unique and niche cases for the admin and paraplanning team to manage. Supporting 10 Advisers, you will be processing new business, completing annual reviews and be hands on with the invoicing side which is an important part of the client process and therefore the individual would need to have recent experience of working as an IFA Admin. Benefits: Exam Support Private Medical Insurance Cashplan Wellbeing Allownace Pension Financial support towards commuting Get in contact with Sam at Integro Partners if you want to discuss the opportunity further.
St. James's Place Wealth Management
Practice Manager - Wealth Management
St. James's Place Wealth Management City, London
Practice Administrator - Wealth Management Location: London / Hybrid Salary: Up to £35,000, dependng on experience Working as part of the team at a Partner Practice of St. James s Place Plc, who provide bespoke financial advice and services to a broad range of clients; individuals, families, and businesses. An excellent opportunity has arisen for a professional and proactive Administrator with financial services or wealth management experience. You will be joining a fast-paced team managing the workload and offering support as required. This business is well established and highly successful. The Role: Practice Administrator - Wealth Management You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with both general and technical enquiries You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections and valuations, including any compliance documentation You will be responsible for managing Salesforce and keeping all client details up to date Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Tracking the Business Pipeline, providing regular updates to both Clients and Advisers, always ensuring seamless communication The Person: Practice Administrator - Wealth Management This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a can do working style. You will have been working in Financial Services, ideally with a St. James's Place Practice or an IFA for several years and have good all-round knowledge which you are looking to expand and develop You will enjoy liaising with Clients and colleagues and have a natural flair for building rapport and effective working relationships You will have excellent IT and communication skills, are highly organised and can make decisions Ideally, you have used the CRM Salesforce You are a self-starter and able to work with little or no supervision It is essential that you are confident in dealing with third parties and can work with total discretion. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £188.6bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
May 30, 2025
Full time
Practice Administrator - Wealth Management Location: London / Hybrid Salary: Up to £35,000, dependng on experience Working as part of the team at a Partner Practice of St. James s Place Plc, who provide bespoke financial advice and services to a broad range of clients; individuals, families, and businesses. An excellent opportunity has arisen for a professional and proactive Administrator with financial services or wealth management experience. You will be joining a fast-paced team managing the workload and offering support as required. This business is well established and highly successful. The Role: Practice Administrator - Wealth Management You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with both general and technical enquiries You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections and valuations, including any compliance documentation You will be responsible for managing Salesforce and keeping all client details up to date Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Tracking the Business Pipeline, providing regular updates to both Clients and Advisers, always ensuring seamless communication The Person: Practice Administrator - Wealth Management This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a can do working style. You will have been working in Financial Services, ideally with a St. James's Place Practice or an IFA for several years and have good all-round knowledge which you are looking to expand and develop You will enjoy liaising with Clients and colleagues and have a natural flair for building rapport and effective working relationships You will have excellent IT and communication skills, are highly organised and can make decisions Ideally, you have used the CRM Salesforce You are a self-starter and able to work with little or no supervision It is essential that you are confident in dealing with third parties and can work with total discretion. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £188.6bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Dynamite Recruitment
Marketing and Administration Executive
Dynamite Recruitment Sarisbury Green, Hampshire
Marketing & Administration Executive To working within a Marine specialist - therefore experience within the Marine Industry is required Location: Fareham/Southampton Salary: £32,500 - £33,000 plus great benefits Employment Type: Full-Time 100% office based Our client is looking for a dynamic, creative, and highly organised Marketing & Administration Executive to take charge of our in-house marketing efforts and support day-to-day operations. This is a hands-on, highly varied role with plenty of scope to make it your own. Our client is looking for someone ready to hit the ground running someone who can take ownership, drive forward our marketing activity, and thrive in a fast-paced, multifaceted environment. Key Responsibilities of a Marketing Executive and Administrator Plan, create, and publish engaging content across our social media platforms (Instagram, Facebook, LinkedIn) Manage and update our three Shopify-based e-commerce websites, including banners, promotions, and product highlights Handle inbound calls and assist both retail and trade customers with professionalism and care Input and process trade orders into our system Coordinate with the Operations Manager to arrange international shipments Oversee the design and production of our new product catalogue Lead the development and implementation of new product packaging Collaborate with the Sales Team to plan and deliver our presence at trade and retail exhibitions Skills & Qualifications Previous experience within the marine industry is required for this position Previous experience within a marketing position Proficient with Microsoft Office Suite (Excel, Word, Publisher) A full UK driving licence Strong time management and multitasking abilities Excellent communication and customer service skills A self-starter attitude with a proactive and flexible approach What Is On Offer Competitive salary A varied and flexible role with opportunities to influence and grow the marketing function Use of company pool car Company iPad
May 30, 2025
Full time
Marketing & Administration Executive To working within a Marine specialist - therefore experience within the Marine Industry is required Location: Fareham/Southampton Salary: £32,500 - £33,000 plus great benefits Employment Type: Full-Time 100% office based Our client is looking for a dynamic, creative, and highly organised Marketing & Administration Executive to take charge of our in-house marketing efforts and support day-to-day operations. This is a hands-on, highly varied role with plenty of scope to make it your own. Our client is looking for someone ready to hit the ground running someone who can take ownership, drive forward our marketing activity, and thrive in a fast-paced, multifaceted environment. Key Responsibilities of a Marketing Executive and Administrator Plan, create, and publish engaging content across our social media platforms (Instagram, Facebook, LinkedIn) Manage and update our three Shopify-based e-commerce websites, including banners, promotions, and product highlights Handle inbound calls and assist both retail and trade customers with professionalism and care Input and process trade orders into our system Coordinate with the Operations Manager to arrange international shipments Oversee the design and production of our new product catalogue Lead the development and implementation of new product packaging Collaborate with the Sales Team to plan and deliver our presence at trade and retail exhibitions Skills & Qualifications Previous experience within the marine industry is required for this position Previous experience within a marketing position Proficient with Microsoft Office Suite (Excel, Word, Publisher) A full UK driving licence Strong time management and multitasking abilities Excellent communication and customer service skills A self-starter attitude with a proactive and flexible approach What Is On Offer Competitive salary A varied and flexible role with opportunities to influence and grow the marketing function Use of company pool car Company iPad
ARM
M365 Security Design Engineer
ARM Luton, Bedfordshire
A prominent client within the Defence & Security sector is seeking an experienced and proactive Microsoft 365 Security Design Engineer to architect and deliver robust security solutions across the M365 platform. This role demands deep technical proficiency in M365 security features, alongside a comprehensive understanding of contemporary cyber threats, compliance mandates, and enterprise security architectures. Key Responsibilities: Lead the design and deployment of security controls across Microsoft 365 E5 services, including Endpoint Security, Exchange Online, SharePoint Online, OneDrive for Business, and Microsoft Teams. Provide subject matter expertise in the planning and implementation phases of Windows 11 and Exchange Online projects. Develop, document, and maintain security configuration baselines in alignment with recognised standards such as NIST, CIS, and ISO/IEC 27001. Configure and manage Microsoft security technologies, including Defender for Office 365, Defender for Cloud, Defender for Endpoint/Servers, Microsoft Purview (Information Protection, DLP), and Microsoft Entra ID (formerly Azure AD). Integrate Microsoft Sentinel with existing SOC infrastructure and facilitate adoption of Sentinel capabilities within security operations. Implement and administer Microsoft Privileged Identity Management (PIM) solutions. Provide security leadership in areas of identity and access management, conditional access policies, and the implementation of Zero Trust principles. Conduct security risk assessments, identify control gaps, and perform impact analyses on M365 deployments and integrations. Collaborate with security operations and compliance stakeholders to detect, investigate, and respond to security threats and incidents. Produce and maintain technical documentation and deliver knowledge transfer and training sessions to operational and support teams. Required Skills & Qualifications: Demonstrable experience in designing and securing Microsoft 365 environments at enterprise scale. Expert knowledge of Microsoft 365 security tools and services, including the Microsoft Defender suite, Microsoft Purview, and Microsoft Entra ID. Strong expertise in identity and access management concepts, including role-based access, conditional access, and multifactor authentication. Solid understanding of regulatory and compliance frameworks such as GDPR, HIPAA, and ISO/IEC 27001. Proficiency with Microsoft security and compliance centres, PowerShell scripting, and relevant automation techniques. Industry-recognised certifications highly desirable, particularly: SC-100 (Cybersecurity Architect), SC-300 (Identity and Access Administrator), MS-500 (Security Administrator), and AZ-500 (Security Engineer Associate). Disclaimer: This vacancy is being advertised by either Advanced Resource Managers Limited, Advanced Resource Managers IT Limited or Advanced Resource Managers Engineering Limited ("ARM"). ARM is a specialist talent acquisition and management consultancy. We provide technical contingency recruitment and a portfolio of more complex resource solutions. Our specialist recruitment divisions cover the entire technical arena, including some of the most economically and strategically important industries in the UK and the world today. We will never send your CV without your permission. Where the role is marked as Outside IR35 in the advertisement this is subject to receipt of a final Status Determination Statement from the end Client and may be subject to change.
May 30, 2025
Contractor
A prominent client within the Defence & Security sector is seeking an experienced and proactive Microsoft 365 Security Design Engineer to architect and deliver robust security solutions across the M365 platform. This role demands deep technical proficiency in M365 security features, alongside a comprehensive understanding of contemporary cyber threats, compliance mandates, and enterprise security architectures. Key Responsibilities: Lead the design and deployment of security controls across Microsoft 365 E5 services, including Endpoint Security, Exchange Online, SharePoint Online, OneDrive for Business, and Microsoft Teams. Provide subject matter expertise in the planning and implementation phases of Windows 11 and Exchange Online projects. Develop, document, and maintain security configuration baselines in alignment with recognised standards such as NIST, CIS, and ISO/IEC 27001. Configure and manage Microsoft security technologies, including Defender for Office 365, Defender for Cloud, Defender for Endpoint/Servers, Microsoft Purview (Information Protection, DLP), and Microsoft Entra ID (formerly Azure AD). Integrate Microsoft Sentinel with existing SOC infrastructure and facilitate adoption of Sentinel capabilities within security operations. Implement and administer Microsoft Privileged Identity Management (PIM) solutions. Provide security leadership in areas of identity and access management, conditional access policies, and the implementation of Zero Trust principles. Conduct security risk assessments, identify control gaps, and perform impact analyses on M365 deployments and integrations. Collaborate with security operations and compliance stakeholders to detect, investigate, and respond to security threats and incidents. Produce and maintain technical documentation and deliver knowledge transfer and training sessions to operational and support teams. Required Skills & Qualifications: Demonstrable experience in designing and securing Microsoft 365 environments at enterprise scale. Expert knowledge of Microsoft 365 security tools and services, including the Microsoft Defender suite, Microsoft Purview, and Microsoft Entra ID. Strong expertise in identity and access management concepts, including role-based access, conditional access, and multifactor authentication. Solid understanding of regulatory and compliance frameworks such as GDPR, HIPAA, and ISO/IEC 27001. Proficiency with Microsoft security and compliance centres, PowerShell scripting, and relevant automation techniques. Industry-recognised certifications highly desirable, particularly: SC-100 (Cybersecurity Architect), SC-300 (Identity and Access Administrator), MS-500 (Security Administrator), and AZ-500 (Security Engineer Associate). Disclaimer: This vacancy is being advertised by either Advanced Resource Managers Limited, Advanced Resource Managers IT Limited or Advanced Resource Managers Engineering Limited ("ARM"). ARM is a specialist talent acquisition and management consultancy. We provide technical contingency recruitment and a portfolio of more complex resource solutions. Our specialist recruitment divisions cover the entire technical arena, including some of the most economically and strategically important industries in the UK and the world today. We will never send your CV without your permission. Where the role is marked as Outside IR35 in the advertisement this is subject to receipt of a final Status Determination Statement from the end Client and may be subject to change.
Astral Recruitment
IFA Administrator Remote
Astral Recruitment Horsham, Sussex
Our client is a successful and well established business in Horsham West Sussex and they are currently in need of a full time experienced FS Administrator to join the team. The client is very flexible in will allow remote working however there will be an expectation to get to the office in Horsham once per month at your own expense so the ideal candidate will live within 50 miles of Horsham The client is looking for an experienced Administrator who has dealt with New Business, Withdrawals and Fund switching They also look for less than 3 employers in 5 years Base to 32000 plus benefits REMOTE / HYBRID option If you are local to Horsham you can be based in their office full time
May 30, 2025
Full time
Our client is a successful and well established business in Horsham West Sussex and they are currently in need of a full time experienced FS Administrator to join the team. The client is very flexible in will allow remote working however there will be an expectation to get to the office in Horsham once per month at your own expense so the ideal candidate will live within 50 miles of Horsham The client is looking for an experienced Administrator who has dealt with New Business, Withdrawals and Fund switching They also look for less than 3 employers in 5 years Base to 32000 plus benefits REMOTE / HYBRID option If you are local to Horsham you can be based in their office full time
Talent Guardian
IFA Administrator
Talent Guardian
IFA Administrator Location: West Midlands Salary: £28,000-£31,000 per annum About the Role: Our client, a well-established financial planning consultancy based in the West Midlands, is seeking an experienced and highly organised IFA Administrator to join their team. This is a fantastic opportunity to work with a dynamic firm that provides expert financial advice to a diverse range of clients. As a Senior Administrator, you will play a crucial role in ensuring the smooth day-to-day running of the office and supporting financial planners in delivering excellent service. Key Responsibilities: Providing comprehensive administrative support to financial planners and senior management. Managing client records with accuracy, ensuring all documentation meets regulatory requirements. Coordinating meetings, preparing necessary paperwork, and communicating effectively with clients. Assisting with compliance and regulatory duties to ensure best practices are upheld. Identifying ways to improve administrative processes and enhance efficiency. Supporting and mentoring junior team members where necessary. Handling sensitive information professionally and confidentially. About You: Has proven experience in a senior administrative role, ideally within financial services. Is highly organised and able to juggle multiple tasks with efficiency. Has a keen eye for detail and takes pride in delivering high-quality work. Possesses strong communication skills , both written and verbal. Is comfortable using IT systems such as Microsoft Office and CRM software. Understands financial services regulations and compliance (preferred but not essential). Works well as part of a team and enjoys supporting colleagues. What s on Offer: £28,000-£31,000 per annum Opportunities for career progression and professional development. A friendly and supportive working environment. The chance to be part of a reputable and forward-thinking financial planning consultancy. If you re an experienced administrator looking for a new challenge in a dynamic and professional setting, we d love to hear from you.
May 30, 2025
Full time
IFA Administrator Location: West Midlands Salary: £28,000-£31,000 per annum About the Role: Our client, a well-established financial planning consultancy based in the West Midlands, is seeking an experienced and highly organised IFA Administrator to join their team. This is a fantastic opportunity to work with a dynamic firm that provides expert financial advice to a diverse range of clients. As a Senior Administrator, you will play a crucial role in ensuring the smooth day-to-day running of the office and supporting financial planners in delivering excellent service. Key Responsibilities: Providing comprehensive administrative support to financial planners and senior management. Managing client records with accuracy, ensuring all documentation meets regulatory requirements. Coordinating meetings, preparing necessary paperwork, and communicating effectively with clients. Assisting with compliance and regulatory duties to ensure best practices are upheld. Identifying ways to improve administrative processes and enhance efficiency. Supporting and mentoring junior team members where necessary. Handling sensitive information professionally and confidentially. About You: Has proven experience in a senior administrative role, ideally within financial services. Is highly organised and able to juggle multiple tasks with efficiency. Has a keen eye for detail and takes pride in delivering high-quality work. Possesses strong communication skills , both written and verbal. Is comfortable using IT systems such as Microsoft Office and CRM software. Understands financial services regulations and compliance (preferred but not essential). Works well as part of a team and enjoys supporting colleagues. What s on Offer: £28,000-£31,000 per annum Opportunities for career progression and professional development. A friendly and supportive working environment. The chance to be part of a reputable and forward-thinking financial planning consultancy. If you re an experienced administrator looking for a new challenge in a dynamic and professional setting, we d love to hear from you.

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