204 jobs found

Time Appointments are currently recruiting on behalf of a leading financial services based in the Ipswich area who are looking to appoint an IFA Administrator within their team. This is a fantastic opportunity to work for a leading local financial services company, who reward their employees with a competitive salary and excellent career prospects. The Ideal candidate will be some with previous experience working within an IFA company. Essential Skills Required: Pervious IFA admin experience Proficient in Microsoft Good communication skills Full Uk driving licence As well as the opportunity to progress within the business, in return for your hard work and commitment you will be rewarded with: Free parking Monday to Friday work Competitive salary Private medical Qualifications supported

Some Trade Mark Administrator Experience Required Trade Mark Records Administrator - (Contract to Permanent Role)- London Dawn Ellmore Employment are seeking experienced Trade Mark Records Administrator initially looking to join a prestigious law firm in London on a 6-month contract with a view to permanent. Do read on Our client is seeking those who can hit the ground running within their records team, providing crucial Trade Mark administrative support to their attorneys and paralegals. You should ideally hold previous experience using WebTMS (although not essential) and be efficient in updating records, sending reminders, and invoicing/billing. This is an excellent opportunity to gain valuable experience within a multifaceted firm! If you would be interested in applying for this opportunity, please apply NOW!

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

Dynamite Recruitment are assisting in the recruit of a IFA Administrator for a well-established, independent wealth management firm based in Poole, providing personalised financial planning and investment advice to a diverse range of private clients. As they continue to grow, we are seeking a proactive and detail-oriented Client Services Administrator to join my clients close-knit team. Key Responsibilities Provide administrative support to financial advisers and paraplanners Maintain and update client records on back-office systems Liaise with clients, providers, and internal teams to handle enquiries and ensure smooth case progression Prepare and process new business applications and client documentation Manage the onboarding process for new clients, ensuring all compliance requirements are met Assist with the preparation of client review packs and reports Monitor and follow up on outstanding requirements or documentation Skills & Experience Essential: Previous experience in a financial services or wealth management environment Excellent administrative and organisational skills Strong attention to detail and accuracy Confident communicator with excellent interpersonal skills Proficient in Microsoft Office (Word, Excel, Outlook) What's on Offer A supportive, professional working environment Opportunities for professional development and industry qualifications Competitive salary and benefits package Discretionary bonus scheme Pension scheme For more details please apply or contact Tegan at Dynamite Recruitment

IFA Administrator Independent IFA Firm Ainsdale Based Full Time £25,000 - £30,000 DOE Are you looking to work for an award winning Independent firm of Financial Advisers? Are you looking to surround yourself with a team of over 40 years worth of expertise within their field? Are you looking for an experienced and detail-oriented IFA Administrator role within a growing team? This pivotal role supports Advisers and Paraplanners by ensuring that financial advice is implemented accurately, efficiently, and consistently through a variety of providers and platforms. The successful candidate will also take responsibility for managing their own administrative workload using our Client Relationship Management (CRM) system, contributing to a seamless and professional client experience. Reasonability s; - Support Advisers and Paraplanners in the delivery and implementation of financial planning advice - Accurately process and manage administrative tasks through FPC s CRM system - Monitor and manage client documentation, investment instructions, and provider communications - Ensure timely and compliant execution of advice services via multiple platforms - Communicate effectively across teams and directly with clients when needed Apply now!

New opportunity: Senior Wealth Management Administrator / Practice Manager Suitable for long-term administrator / future practice manager. Role overview We are recruiting for a full time Senior Wealth Management Administrator / Practice Manager to support a Senior Partner within a successful principal partner practice of St. James s Place Wealth Management, based in Moorgate, London. The role will be an integral part of the team, supporting the Partner (Financial Adviser) at an operational level with a mix of client servicing, business processing, general administration and basic level paraplanning. The Financial Adviser has a small team of financial advisers under them, and therefore the individual would on occasions mentor and support the more junior level administrators in the wider team as required. It would be particularly suited to an individual seeking a long-term senior administrative career / existing practice manager / or aspiring practice manager. The successful candidate will ideally have previous experience of working either in a support role for financial adviser as an administrator or practice manager within an IFA or an SJP practice. Previous experience of SJP systems / Salesforce / FE Analytics is highly advantageous but not essential. Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner - good communication skills are a must. Role content: The role will include, but is not limited to the following responsibilities: Pro-active and structured approach to the partners administration needs, ensuring the efficient smooth running of the back-office support; focus on best client outcomes whilst diligently adhering to regulatory process. Prepare full and bespoke client CFRs via Salesforce and supporting documentation to assist with the automated production of suitability letters across and seek relevant approvals for business submissions on behalf of the Adviser. Become competent and proficient in use of support systems, e.g. Salesforce, My Practice, iBusiness, Voyant, FE Analytics to provide full client task and client review management process Preparing client meeting packs in advance, using support systems to provide data analysis of clients funds and investments Manage partners Letter of Authority (LoA s) process; gathering signed client LoAs; liaising with LoA management service to receipt of complete 3rd party provider documentation Ensure that client and business files are accurately maintained and filed/archived in line with compliance regulations. Liaising with internal marketing team, as directed by the financial adviser. Dealing with client queries via telephone, email, face-to-face or in writing as required and directed by the financial adviser. Maintain the high professional standards required, in line with the culture and values of the business. Supporting / leading the existing administrators in the wider team Technical skills required Previous administrative experience highly desirable. Previous experience working in administration within financial services, with a basic understanding of pensions and / or investments in an administrative capacity advantageous (but not essential) First class organisational skills to deliver against a wide variety of tasks Effective communication skills verbally, face to face and in writing Highly computer literate: Word, Excel, Outlook Good A Level or Degree results. SJP experience highly advantageous but not essential. Personal attributes Scrupulous high level of accuracy and attention to detail in work Naturally comfortable working in a numeric environment Experienced in delivering in a fast-paced environment. Strong interpersonal / client relationship management skills Ability to manage own workloads and multitask where appropriate Able to work independently, disciplined in work approach with the ability to get the job done Professional and approachable manner to clients and colleagues Highly professional and well presented with a strong work ethic Ability to work effectively under pressure to meet tight deadlines where required Able to deal with individuals at all levels, including those of high net worth Able to work in a high confidential and discreet environment Pro-active in approach Additional information Salary: £30-35K depending on experience Role type: Employed role, auto-enrolment pension scheme. Location: Moorgate, London Hours of work: Monday to Friday, 37.5 hours a week between the core hours of 8.00am - 6.00pm. Please note that at busy peak times in year such as tax year end, additional hours will be required as standard. Training: Full training shall be provided Holiday: 25 days plus bank holiday paid holiday entitlement Pension: Auto-enrolment pension scheme provided To apply for this excellent opportunity or for further information, please apply online

The successful applicant will manage the full sales process for a portfolio of residential properties, from initial client engagement through to the acceptance of offers. This includes attending initial property visits, assisting clients in completing legal and compliance documentation, and verifying identity in line with current regulations. The role requires proactive sales management with a strong focus on client communication, both in person and by phone. Key Responsibilities and Duties: Maintain and manage relationships with clients throughout the sales process. Handle enquiries, provide regular feedback to clients, and offer strategic recommendations to support prompt and optimal sales outcomes. Attend initial property meetings to advise on documentation, including terms of engagement and property details. Conduct identity verification and anti-money laundering checks in line with current requirements. Support and advise clients on marketing strategy, including coordination with external suppliers for photography, floor plans, energy certificates, and aerial imagery. Arrange and conduct viewings or coordinate with clients as needed. Follow up on viewings, deliver constructive feedback, and recommend actions to enhance sale potential. Monitor and manage portfolio stock levels, recommending price adjustments where appropriate. Provide professional advice to clients on all aspects of the property sales process. Register prospective purchasers, capturing full details and updating preferences as needed. Maintain ongoing contact with potential buyers to match them with suitable properties. Identify cross-selling opportunities and refer clients to relevant services, such as financial advice, legal support, and property surveys. Negotiate offers effectively to secure optimal sale terms. Ensure all due diligence, including identity and financial checks, is completed prior to finalizing a sale. Support the progression of sales by coordinating communication among all involved parties, managing timelines, and ensuring that expectations are aligned throughout the transaction.

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.

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

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.

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.

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

My client is a well established UK financial advice firm, delivering tailored Financial Planning solutions to both individuals and businesses across pensions, investments and protection. With a commitment to delivering high-quality advice and outstanding client service, we are seeking an experienced and proactive Senior Administrator to also take on the role of Office Manager , overseeing daily operations and team workflows. This is a dual-role opportunity ideal for a highly organised and detail-oriented individual with strong experience in financial services administration and a proven understanding of the pensions and investment environment. The successful candidate will be responsible for leading the administration team, managing office operations, and ensuring the smooth running of administrative functions and systems including Intelliflo Office (IO). Key Responsibilities: Administration & Client Support Oversee day-to-day administrative processes across the business, ensuring high service standards. Issue letters of authority and liaise with providers to chase up policy information. Maintain and develop workflows to ensure the efficient processing of business. Support the advice team in the preparation of documentation for meetings and suitability reports. Handle complex cases such as SIPP/SSAS, drawdown, and offshore bond administration. Office Management Manage office infrastructure, resources, and suppliers (e.g. insurance, systems). Assign work to the administration team and monitor task progress. Maintain company records, and assist with HR administration. Coordinate onboarding and training of new staff and upskilling of team members. Process Improvement Assist in the development and documentation of business processes. Identify opportunities for continuous improvement across systems and workflows. We are ideally seeking someone with 3-5 years experience working within Financial Services Administration, ideally within an IFA / Financial Advisory environment. It would be to your advantage if you have performed a team leading or managerial role in the past. Strong understanding of Pension products, including SIPP SAAS and retirement planning, and working knowledge of the Intelliflow Office (IO) including workflow management and document / report creation. You will be a great listener and communicator. What We Offer Opportunity to play a key leadership role in a growing firm. Supportive and collaborative team environment. Competitive salary package with potential for progression. Ongoing professional development opportunities.

Senior IFA Administrator Award-Winning Wealth Management Firm Our client is a highly respected and award-winning Wealth Management firm, known for delivering tailored investment management and financial planning services. Following an internal promotion, they are seeking a Senior IFA Administrator to join their collaborative and supportive team. This is an excellent opportunity to be part of a professional environment with a great office culture, while also enjoying the flexibility of hybrid working (two days from home). You ll also have the chance to attend client meetings and further develop your skills in a firm that actively supports career progression. Benefits: Salary bracket is £30,000 - £38,000 Open to part time applicants Study support and leave Private Medical Health cash plan Parking Nice open plan office Hybrid working And much more To be considered for this IFA Administrator opportunity, candidates need to have: Previous 2years of IFA admin experience within an IFA Practice Strong technical Pensions & Investment knowledge Working towards financial service exams (or at least an interest to do so) Ability to work well with others Apply today to be considered for this Technical IFA Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career Client service, paraplanner, IFA administrator, Adviser support, Paraplanner Assistant, Investments, CII, IFA Admin, Wealth Management, Financial Planning, Financial Adviser, Financial Services Administrator

IFA Administrator Birmingham Based Hybrid Working (2 Days WFH) £30,000 DOE 31 Days Holiday + Bank Holidays Income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work life balance? Then this could be the role for you? My client believe financial planning is about more than just advice. It s about creating a roadmap for a life well-lived, which we call Life Landscaping. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with. Responsibilities - Obtaining and compiling provider information and illustrations - Processing and tracking new business submissions - Managing investment, pension, and protection business - Communicating with clients and providing exceptional customer service - Preparing valuation reports, performance documentation, and review checklists - Processing and monitoring switches with providers - Completing withdrawal instructions for clients - Updating back-office systems Required Experience - Excellent communication skills with a customer-centric approach - Team-oriented, with a collaborative work style - Experience with IFA systems and processes Apply now for this exciting IFA Administrator role!

IFA Administrator £26-30K depending on experience Preston Office based Tired of working for a large corporate & feeling unappreciated? Wanting to work more closely with loyal ongoing clients, becoming an integral part of the process? This opportunity could be a fresh start A Preston based Wealth Management firm are keen to bring on an experienced IFA Admin, to not only support with the workload, but also be an integral part of the team after unfortunately losing one of their Admins earlier in the year. You will therefore be able to slot into an already busy desk, and take on work from day 1. There will still be support ongoing, to ensure your development is not stifled. You will be supporting with the following: Pensions Investments & Savings Protection This is an opportunity to join an established business, who have a real focus on face-to-face meetings with their clients. This ensures that both the Admins and Paraplanners will be actively involved in the client process, earning recognition for their work, so nobody feels like they are just working behind the scenes. If you are interested in working within an already established back office team, within a long standing IFA firm, get in touch with Sam at Integro Partners if you want to discuss the opportunity further.