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Office Angels
Temporary Administrator
Office Angels Edinburgh, Midlothian
Temporary Administrator - South Edinburgh Hours: Monday - Friday, 8:30am - 5:00pm Pay: £12.50 per hour Duration: 2 Months Are you an organised, proactive individual looking to jump into a fast-paced admin role? We're on the lookout for a Temporary Administrator to join our client's friendly team and make an impact from day one! What You'll Be Doing: Providing essential administrative support to keep the office running smoothly Handling documents, data entry, and filing with accuracy and efficiency Assisting the team with day-to-day office tasks and general support What We're Looking For: Someone with a keen eye for detail and a can-do attitude Previous administration experience A team player who's ready to hit the ground running Ready to start ASAP? Apply now and be part of a team that values your contribution! If you are already registered with Edinburgh Office Angels, please reach out to your Consultant directly Why Temp With Office Angels? Working as a temp is an ideal way of exploring different job roles and industries. It also gives you control of your own work/life balance! Here are just some of the benefits you can expect when you become part of our team: Weekly pay 28 days paid annual leave (Based on a weekly accrual) You are employed directly with Office Angels, meaning we're always on hand to ensure you're being well looked after Access to discount vouchers with many high street brands Eye care vouchers and money towards glasses should you require them for VDU purposes We can search for permanent work whilst you're in assignments and offer expert interview support and advice Pension scheme option (with employer contributions) Statutory Sick Pay in the unfortunate event you find yourself under the weather Access to our assistance programme that provides free, confidential, and independent advice on a range of issues including grief, stress, and legal issues Should you wish to pursue a different career path, we have several sister businesses which cover almost every sector and specialism. Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Dec 15, 2025
Full time
Temporary Administrator - South Edinburgh Hours: Monday - Friday, 8:30am - 5:00pm Pay: £12.50 per hour Duration: 2 Months Are you an organised, proactive individual looking to jump into a fast-paced admin role? We're on the lookout for a Temporary Administrator to join our client's friendly team and make an impact from day one! What You'll Be Doing: Providing essential administrative support to keep the office running smoothly Handling documents, data entry, and filing with accuracy and efficiency Assisting the team with day-to-day office tasks and general support What We're Looking For: Someone with a keen eye for detail and a can-do attitude Previous administration experience A team player who's ready to hit the ground running Ready to start ASAP? Apply now and be part of a team that values your contribution! If you are already registered with Edinburgh Office Angels, please reach out to your Consultant directly Why Temp With Office Angels? Working as a temp is an ideal way of exploring different job roles and industries. It also gives you control of your own work/life balance! Here are just some of the benefits you can expect when you become part of our team: Weekly pay 28 days paid annual leave (Based on a weekly accrual) You are employed directly with Office Angels, meaning we're always on hand to ensure you're being well looked after Access to discount vouchers with many high street brands Eye care vouchers and money towards glasses should you require them for VDU purposes We can search for permanent work whilst you're in assignments and offer expert interview support and advice Pension scheme option (with employer contributions) Statutory Sick Pay in the unfortunate event you find yourself under the weather Access to our assistance programme that provides free, confidential, and independent advice on a range of issues including grief, stress, and legal issues Should you wish to pursue a different career path, we have several sister businesses which cover almost every sector and specialism. Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Office Lead
We Manage Jobs(WMJobs) Leeds, Yorkshire
We are looking to appoint a candidate who, as an administrative professional, will be responsible for managing the office team and ensuring the smooth and effective running of the school office with professionalism and high standards. Primley Wood Primary School is a wonderful diverse school in an excellent new environment. The multi faith, values led ethos of the school is cherished and a foundation to flourishing in life. You will have the opportunity to collaborate with and be supported by leaders from the Nishkam Schools Multi Academy Trust (NSMAT). NSMAT is a DfE flagship high performing Trust of 4 primaries and 2 secondaries across 4 regions. Our children are a delight, the school has excellent resources, our teachers are enthusiastic and hardworking, and the support team is dedicated to the wellbeing of all. We opened in September 2013 as a one form entry school, now with nursery provision. The Role We are looking for a highly skilled school administrator to lead our School Office team. This is an excellent opportunity for someone with a genuine desire to work in a busy environment and lead a small yet friendly and hardworking team. Your role will centre around supporting the daily work of the senior leadership team and leading on all aspects of school related administration. Duties & Responsibilities Office Lead To ensure the smooth and effective running of the school office and ensure professional manner is adhered to To have full line management responsibility and accountability of the administration team and site manager including appraisals and performance management. Responsible for the continuing training and development of admin staff and site manager To supervise, train and develop administrative staff as appropriate Delegating tasks to Office Team that may come up on an adhoc basis Contribute to the maintenance of School Information Management System (Bromcom) Add pupil data to the Bromcom system on transition into Reception Provide general clerical support including word processing, and other IT based tasks requiring knowledge of various ICT packages Be responsible for; License renewals, Service Level Agreements (SLAs) - contractors & o Third party agreements - Hall hire (insurance checks, safeguarding checks, declaration of right to work checks) Quality assure attendance follow up processes/procedures to ensure rigour and impact, report to Headteacher To recognise own strengths and areas of expertise and use these to advise and support others Data To produce clear, concise and accurate information to support Senior Leaders in raising standards of performance in school. To assist in the organisation, administration and distribution of reports to parents and staff. Finance Undertake general financial administration including inputting and reconciling; banking/petty cash reconciliation and reconciliation with trips Maintain Free School Meal records and monitor compliance Be responsible for the administration of school milk (NMRU and FP) to include: Submitting quarterly milk returns, ordering milk and bread, reconciling parents' accounts accordingly. Main point of contact for supplier queries Maintain club/trips & events costings spreadsheet Manage lettings system Assist with and undertake delegated tasks in line with financial administration procedures Manage Procurement order for school in liaison with SLT Support with Audit preparation for internal/external audits, new supplier forms, asset management Admissions Complete annual admissions and induction process for Reception In year admissions Update Admissions portal (joiners and leavers admin) To manage arrangements for the transfer of data and information to, and from, the school databases, through secure links with legitimate government agencies. (CTF files, EYFS, Baseline KS1) Data transfer to new school, mid year transition, and review files before sending to new school General Undertake reception duties, answering general telephone and face to face enquiries when dealing with visitors, when required Assist in arrangements for school visits and events Distribute and manage orders received Assist with pupil first aid / welfare duties, looking after sick pupils, liaising with parents / Staff Management of medications and information for children with medical needs Analyse data and quality assure medical tracking software First Aider Student teacher admin Leeds for Learning bookings and check out Regular check of inventry system to ensure sign in procedures are being adhered to Weekly site check with HT and Site manager Undertake other tasks as may be reasonably required HR Complete and maintain the SCR record (Sampeople), every month check the SCR with the HT Sickness and absence reporting HR and Payroll administration Support for the School Be aware of and comply with policies and procedures relating to child protection, health, safety and security, confidentiality and data protection, reporting all concerns to an appropriate person Be aware of and support difference and ensure all pupils have equal access to opportunities to learn and develop Contribute to the overall ethos/work/aims of the school Appreciate and support the role of other professionals Attend relevant meetings as required Participate in training and other learning activities and performance development as required
Dec 15, 2025
Full time
We are looking to appoint a candidate who, as an administrative professional, will be responsible for managing the office team and ensuring the smooth and effective running of the school office with professionalism and high standards. Primley Wood Primary School is a wonderful diverse school in an excellent new environment. The multi faith, values led ethos of the school is cherished and a foundation to flourishing in life. You will have the opportunity to collaborate with and be supported by leaders from the Nishkam Schools Multi Academy Trust (NSMAT). NSMAT is a DfE flagship high performing Trust of 4 primaries and 2 secondaries across 4 regions. Our children are a delight, the school has excellent resources, our teachers are enthusiastic and hardworking, and the support team is dedicated to the wellbeing of all. We opened in September 2013 as a one form entry school, now with nursery provision. The Role We are looking for a highly skilled school administrator to lead our School Office team. This is an excellent opportunity for someone with a genuine desire to work in a busy environment and lead a small yet friendly and hardworking team. Your role will centre around supporting the daily work of the senior leadership team and leading on all aspects of school related administration. Duties & Responsibilities Office Lead To ensure the smooth and effective running of the school office and ensure professional manner is adhered to To have full line management responsibility and accountability of the administration team and site manager including appraisals and performance management. Responsible for the continuing training and development of admin staff and site manager To supervise, train and develop administrative staff as appropriate Delegating tasks to Office Team that may come up on an adhoc basis Contribute to the maintenance of School Information Management System (Bromcom) Add pupil data to the Bromcom system on transition into Reception Provide general clerical support including word processing, and other IT based tasks requiring knowledge of various ICT packages Be responsible for; License renewals, Service Level Agreements (SLAs) - contractors & o Third party agreements - Hall hire (insurance checks, safeguarding checks, declaration of right to work checks) Quality assure attendance follow up processes/procedures to ensure rigour and impact, report to Headteacher To recognise own strengths and areas of expertise and use these to advise and support others Data To produce clear, concise and accurate information to support Senior Leaders in raising standards of performance in school. To assist in the organisation, administration and distribution of reports to parents and staff. Finance Undertake general financial administration including inputting and reconciling; banking/petty cash reconciliation and reconciliation with trips Maintain Free School Meal records and monitor compliance Be responsible for the administration of school milk (NMRU and FP) to include: Submitting quarterly milk returns, ordering milk and bread, reconciling parents' accounts accordingly. Main point of contact for supplier queries Maintain club/trips & events costings spreadsheet Manage lettings system Assist with and undertake delegated tasks in line with financial administration procedures Manage Procurement order for school in liaison with SLT Support with Audit preparation for internal/external audits, new supplier forms, asset management Admissions Complete annual admissions and induction process for Reception In year admissions Update Admissions portal (joiners and leavers admin) To manage arrangements for the transfer of data and information to, and from, the school databases, through secure links with legitimate government agencies. (CTF files, EYFS, Baseline KS1) Data transfer to new school, mid year transition, and review files before sending to new school General Undertake reception duties, answering general telephone and face to face enquiries when dealing with visitors, when required Assist in arrangements for school visits and events Distribute and manage orders received Assist with pupil first aid / welfare duties, looking after sick pupils, liaising with parents / Staff Management of medications and information for children with medical needs Analyse data and quality assure medical tracking software First Aider Student teacher admin Leeds for Learning bookings and check out Regular check of inventry system to ensure sign in procedures are being adhered to Weekly site check with HT and Site manager Undertake other tasks as may be reasonably required HR Complete and maintain the SCR record (Sampeople), every month check the SCR with the HT Sickness and absence reporting HR and Payroll administration Support for the School Be aware of and comply with policies and procedures relating to child protection, health, safety and security, confidentiality and data protection, reporting all concerns to an appropriate person Be aware of and support difference and ensure all pupils have equal access to opportunities to learn and develop Contribute to the overall ethos/work/aims of the school Appreciate and support the role of other professionals Attend relevant meetings as required Participate in training and other learning activities and performance development as required
Change Grow Live
Senior Administrator
Change Grow Live Alloa, Clackmannanshire
Overview Change Grow Live are a charity dedicated to the belief that we can make a difference to our Service Users lives, offering support and respect in a safe environment, treating each user as an individual and working with them to find the right treatment and care options. Our core values are 'Be open, be compassionate and be bold' and our team members apply these daily to achieve our mission of helping people change the direction of their lives, grow as individuals, and live life to its full potential. We are seeking an experienced and proactive Senior Administrator to oversee the delivery of high-quality office management and administrative support across our service. This pivotal role ensures compliance with Care Inspectorate and Health & Safety standards, effective data and stock control systems, and the smooth operation of all administrative and reception functions. The successful candidate will provide leadership, supervision, and quality assurance, facilitating meetings and maintaining efficient systems that support exceptional service performance and contractual compliance. Location: Alloa Hours: Full Time 37.5 per week Full time Salary Range: £27,132.98 - £28,692.82 (pro rata for part time hours) Full-time hours at Change Grow Live are 37.5 hours per week. For part-time roles, the salary and payments will be pro rata based on contracted hours. Responsibilities About the role: Collate, monitor, and report clinical team data to the consultant psychiatrist, lead nurse and wider clinical team. Monitor administration processes and pathways to ensure targets are met. Provide administration, secretarial support and minute taking for colleagues and departments in the Service. To co-ordinate operational requirements of the project base as required, e.g., room booking, scheduling appointments. To work with team leaders and senior practitioners managing booking systems for doctors and nurses. Manage clinical bookings for the wider staffing team. Ensuring the quality of correspondence between the service and external partners. To maintain and assist with the setting up of a general filling system within the projects. To take the lead role in ensuring adequate supplies of clinical equipment. To develop and maintain excellent working relationships with the Leadership team. To support the Services participation in partnership meetings. To support the Project Manager in the design and implementation of quality assurance tools and measures. To participate in external forums, such as the DAISy development group. About You: Experience of supervision and leading a team. Knowledge of general office procedures. IT literacy including proficiency in word processing, spreadsheets and data entry. Working knowledge of NDTMS and local data inputting and monitoringprocedures and the ability to produce associated reports. Good interpersonal skills and a willingness to work flexibly as part of a team. The ability to respond to appropriate requests for assistance, maintaining confidentiality whenever necessary. Experience of managing finance systems, including invoicing and petty cash systems. Thorough understanding of administrative elements of drug treatment service. Experience of working in health and social care sector. What we will give to you: 25 days of annual leave, plus bank holidays. Additionally, you'll receive one extra day of annual leave for each year of service during your first five years, therefore you will enjoy 30 days of leave after five years with us. Flexible working arrangements Paid 'Wellness' hour each week along with a 'Wellness' hub and Employee Assist Programme Contributory pension scheme A great selection of benefits incl. discounts for shopping, cinema, holidays, etc. A friendly and supportive team Training, career development & progression opportunities Please ensure that when completing your application form and supporting statement, you reflect on the details outlined in the job description. This will help us understand how your skills and experiences align with the requirements of the role. If this sounds like you and you'd like to begin your journey with Change Grow Live, then we'd love to talk to you. Direct applications only - we will not be engaging agencies for this vacancy. Please note: This role is not eligible for visa sponsorship. Applicants must already have the right to work in the UK at the time of application. For applicants with time-limited visas, unfortunately, we are unable to support new visa applications or extensions. More information about eligible roles and occupations can be found here: Skilled Worker visa: Overview - GOV.UK We reserve the right to close the vacancy early if we receive a high number of applications, so we encourage you to apply as soon as possible. Salary Range (pro rata if part time) CGL points 22 to 24 (£27,132.98 - £28,692.82) ILW / OLW / Fringe N/A - Outside London Weighting Area Interview Date 7/12/2025 Closing Date 31/12/2025 If you have any questions on this opportunity that you would like to talk through please contact us using the below details: Norma Howarth
Dec 15, 2025
Full time
Overview Change Grow Live are a charity dedicated to the belief that we can make a difference to our Service Users lives, offering support and respect in a safe environment, treating each user as an individual and working with them to find the right treatment and care options. Our core values are 'Be open, be compassionate and be bold' and our team members apply these daily to achieve our mission of helping people change the direction of their lives, grow as individuals, and live life to its full potential. We are seeking an experienced and proactive Senior Administrator to oversee the delivery of high-quality office management and administrative support across our service. This pivotal role ensures compliance with Care Inspectorate and Health & Safety standards, effective data and stock control systems, and the smooth operation of all administrative and reception functions. The successful candidate will provide leadership, supervision, and quality assurance, facilitating meetings and maintaining efficient systems that support exceptional service performance and contractual compliance. Location: Alloa Hours: Full Time 37.5 per week Full time Salary Range: £27,132.98 - £28,692.82 (pro rata for part time hours) Full-time hours at Change Grow Live are 37.5 hours per week. For part-time roles, the salary and payments will be pro rata based on contracted hours. Responsibilities About the role: Collate, monitor, and report clinical team data to the consultant psychiatrist, lead nurse and wider clinical team. Monitor administration processes and pathways to ensure targets are met. Provide administration, secretarial support and minute taking for colleagues and departments in the Service. To co-ordinate operational requirements of the project base as required, e.g., room booking, scheduling appointments. To work with team leaders and senior practitioners managing booking systems for doctors and nurses. Manage clinical bookings for the wider staffing team. Ensuring the quality of correspondence between the service and external partners. To maintain and assist with the setting up of a general filling system within the projects. To take the lead role in ensuring adequate supplies of clinical equipment. To develop and maintain excellent working relationships with the Leadership team. To support the Services participation in partnership meetings. To support the Project Manager in the design and implementation of quality assurance tools and measures. To participate in external forums, such as the DAISy development group. About You: Experience of supervision and leading a team. Knowledge of general office procedures. IT literacy including proficiency in word processing, spreadsheets and data entry. Working knowledge of NDTMS and local data inputting and monitoringprocedures and the ability to produce associated reports. Good interpersonal skills and a willingness to work flexibly as part of a team. The ability to respond to appropriate requests for assistance, maintaining confidentiality whenever necessary. Experience of managing finance systems, including invoicing and petty cash systems. Thorough understanding of administrative elements of drug treatment service. Experience of working in health and social care sector. What we will give to you: 25 days of annual leave, plus bank holidays. Additionally, you'll receive one extra day of annual leave for each year of service during your first five years, therefore you will enjoy 30 days of leave after five years with us. Flexible working arrangements Paid 'Wellness' hour each week along with a 'Wellness' hub and Employee Assist Programme Contributory pension scheme A great selection of benefits incl. discounts for shopping, cinema, holidays, etc. A friendly and supportive team Training, career development & progression opportunities Please ensure that when completing your application form and supporting statement, you reflect on the details outlined in the job description. This will help us understand how your skills and experiences align with the requirements of the role. If this sounds like you and you'd like to begin your journey with Change Grow Live, then we'd love to talk to you. Direct applications only - we will not be engaging agencies for this vacancy. Please note: This role is not eligible for visa sponsorship. Applicants must already have the right to work in the UK at the time of application. For applicants with time-limited visas, unfortunately, we are unable to support new visa applications or extensions. More information about eligible roles and occupations can be found here: Skilled Worker visa: Overview - GOV.UK We reserve the right to close the vacancy early if we receive a high number of applications, so we encourage you to apply as soon as possible. Salary Range (pro rata if part time) CGL points 22 to 24 (£27,132.98 - £28,692.82) ILW / OLW / Fringe N/A - Outside London Weighting Area Interview Date 7/12/2025 Closing Date 31/12/2025 If you have any questions on this opportunity that you would like to talk through please contact us using the below details: Norma Howarth
Senior Administrator
Michael Page (UK) South Molton, Devon
Permanent Role Offering Hybrid Working Excellent Company Benefits! About Our Client This role is with a respected organisation in the professional services industry. The company is a medium-sized business that values efficiency and precision in its secretarial and business support functions. Job Description Provide administrative support to the team and wider business operations. Maintain and organise schedules, including meeting arrangements and travel coordination. Prepare and manage correspondence, reports, and documentation. Ensure accurate data entry and record-keeping in line with company policies. Act as a point of contact for internal and external stakeholders. Assist with the implementation of office procedures and workflows. Support the team in achieving departmental goals and objectives. Handle general office duties to support daily operational needs. The Successful Applicant A successful Senior Administrator should have: Experience in providing administrative or secretarial support within a professional environment. Strong organisational and multitasking abilities. Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook. Excellent written and verbal communication skills. Attention to detail and the ability to handle sensitive information with discretion. A proactive approach to problem-solving and the ability to work independently. Knowledge of office management systems and procedures. What's on Offer Competitive salary ranging from £24,570 to £28,000 per annum. Hybrid working opportunities to support work-life balance. Additional leave on your birthday to celebrate your special day. A permanent role with long-term career development potential. If you're ready to advance your career as a Senior Administrator in South Molton within the professional services industry, this role could be the perfect fit. Apply today to join a supportive and professional team!
Dec 15, 2025
Full time
Permanent Role Offering Hybrid Working Excellent Company Benefits! About Our Client This role is with a respected organisation in the professional services industry. The company is a medium-sized business that values efficiency and precision in its secretarial and business support functions. Job Description Provide administrative support to the team and wider business operations. Maintain and organise schedules, including meeting arrangements and travel coordination. Prepare and manage correspondence, reports, and documentation. Ensure accurate data entry and record-keeping in line with company policies. Act as a point of contact for internal and external stakeholders. Assist with the implementation of office procedures and workflows. Support the team in achieving departmental goals and objectives. Handle general office duties to support daily operational needs. The Successful Applicant A successful Senior Administrator should have: Experience in providing administrative or secretarial support within a professional environment. Strong organisational and multitasking abilities. Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook. Excellent written and verbal communication skills. Attention to detail and the ability to handle sensitive information with discretion. A proactive approach to problem-solving and the ability to work independently. Knowledge of office management systems and procedures. What's on Offer Competitive salary ranging from £24,570 to £28,000 per annum. Hybrid working opportunities to support work-life balance. Additional leave on your birthday to celebrate your special day. A permanent role with long-term career development potential. If you're ready to advance your career as a Senior Administrator in South Molton within the professional services industry, this role could be the perfect fit. Apply today to join a supportive and professional team!
Legal Administrator / Receptionist
Harwood Recruitment Solutions Limited Andover, Hampshire
I am currently seeking a dedicated and detail-oriented Department Assistant to support our Private Client team in various administrative tasks. This role is essential for ensuring the smooth operation of our department, providing assistance with clerical duties, data entry, and maintaining an organised office environment click apply for full job details
Dec 14, 2025
Full time
I am currently seeking a dedicated and detail-oriented Department Assistant to support our Private Client team in various administrative tasks. This role is essential for ensuring the smooth operation of our department, providing assistance with clerical duties, data entry, and maintaining an organised office environment click apply for full job details
Client Delivery Lead
Successionwealth Rugby, Warwickshire
Hybrid working -Home+ RugbyOffice We are Succession Wealth, from start-up in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team.In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Dec 13, 2025
Full time
Hybrid working -Home+ RugbyOffice We are Succession Wealth, from start-up in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team.In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Project Support Administrator - Data-Driven Ops in Barrow
Butler Rose Ltd Barrow-in-furness, Cumbria
A growing engineering business in Barrow-in-Furness is seeking a Project Support Administrator. This full-time, permanent role offers a salary of circa £25,000 and a market-leading benefits package, including 25 days annual leave, enhanced pension scheme, and ongoing training. Key responsibilities include data entry, client record maintenance, and supporting project teams. The ideal candidate will be highly organized, proactive, and possess strong communication skills. Join a collaborative team where your input truly matters.
Dec 13, 2025
Full time
A growing engineering business in Barrow-in-Furness is seeking a Project Support Administrator. This full-time, permanent role offers a salary of circa £25,000 and a market-leading benefits package, including 25 days annual leave, enhanced pension scheme, and ongoing training. Key responsibilities include data entry, client record maintenance, and supporting project teams. The ideal candidate will be highly organized, proactive, and possess strong communication skills. Join a collaborative team where your input truly matters.
Administrator (Junior School)
George Watson's College Edinburgh, Midlothian
The following content displays a map of the jobs location - Edinburgh Location: George Watson's College, Edinburgh Contract Type: Permanent Salary: £24,460 - £27,296(based on 36.25 hours per week, 52 weeks per year) Benefits: A utomatic enrolment in the contributory support staff defined contribution pension scheme, reduced school fees at George Watson's College for children of staff, Membership of the Galleon Club (the school's fitness club) The Role We are looking for a highly skilled and personable colleague to join our front line administration team in the Junior School. The job holder will provide administration support, particularly to the Deputy Heads and staff of Lower Primary, but this role has a particular focus on maintaining school data within several management information systems/databases. We are currently on a journey to implement iSAMS by August 2026, so it is essential that candidates are experienced iSAMS users who are highly skilled in the use of Excel and data maintenance and analysis work. The Administrator also undertakes reception work; answering phone calls, greeting visitors, supporting parents and children, and plays a crucial part in keeping our children safe. Hours of work will be 37 hours per week, Monday to Thursday, 8.00am to 4.00pm, Fridays 8.00am to 3.30pm, 46 weeks per year (36 weeks of term time plus professional learning days and a further two weeks during holiday periods). The annual leave entitlement is seven weeks per year making a total of 46 weeks. The salary for this position will be in the Grade 2 range which currently stands at £27,090 - £30,231 per annum (based on 36.25 hours per week, 52 weeks per year). This equates to £24,460 - £27,296. APPLICATION PROCESS To apply, please click the Apply for this job button. Please include a letter of application of not more than 800 words giving us more information about you and why you consider yourself to be a strong candidate for the role, addressed to Mrs Su Breadner, Chief Operating Officer. Closing date: 11:59pm on Wednesday 14 January 2026 Interviews are scheduled to take place on Thursday 22 January 2026 Main Responsibilities Administration Responsibilities: Provide administrative support to the Deputy Heads, Principal Teachers and Assistant Principal Teachers. This work is varied and high volume. Working in a small team any of the following tasks may be required; diary management, arranging meetings, preparing timetables, processing assessment details, organising trips, events, meetings. It also includes producing spreadsheets, reports, typing minutes, photocopying, filing, and producing printed materials such as labels, booklets and worksheets. Daily, process pupil absence information, check registers, record known absences, identify potentially missing children, report to Deputy Head and phone parents as required. Prepare reports. Sending emails on behalf of Deputy Heads and other staff, preparing letters for Parents (for email distribution or publishing on the School's Weekly Parent Digest). Assist with preparation for school trips including, booking of venues/accommodation/transport, sending information to parents, collating permission slips and ensuring risk assessment forms are completed. Annually negotiate pricing with external platform providers and make recommendations to JS management for agreement. Place orders, e.g. teaching materials or stationery and check order against delivery. Assist with the preparation of school events, e.g. performances, by ensuring rooms and other resources are booked, timely notices to parents. Keep up-to-date with details of School events and information available on the School website, in order to provide parents and visitors with general information regarding school activities. Receive and deal with Lost Property items and liaise with Thrift Shop volunteers. Occasional handling of cash e.g. for school visits and charity collections. Provide cover to other administrators across the whole school, as required. Ensures compliance with General Data Protection Regulations when handling personal data and information relating to data subjects, whether that be on the management information system, paper records or when in discussions with others. Reception Responsibilities: Provide a first class Reception service, by acting as the first point of contact for the school, welcoming visitors and responding to telephone and email enquiries in a helpful and constructive manner, and representing the School with a positive attitude and professional appearance at all times. Ensure the safety and security of the Junior School at all times, by making sure that entry to the premises is controlled. Ensure all visitors have signed in appropriately and are provided with an identification badge, asked to read the visitor briefing notes, notifying the relevant employee/ department of their arrival if necessary. Handle all telephone calls promptly and efficiently, directing and screening calls, as appropriate, and taking and forwarding messages in an accurate and timely manner. Handle all general enquiries, by phone, email and in person, ensuring that all enquiries are either dealt with successfully within the reception, or promptly and professionally forwarded on to the most appropriate colleague. Communicate with parents regarding all aspects of School life, receiving and passing on information, between parents and teachers, including phoning parents to ascertain reasons for pupils' absence. Ensure that the Reception area is kept smart and tidy and that displays of School publications are kept up-to-date. Database Administration Setting up all data structures which are needed for the school to operate effectively. Provides technical support and guidance on core data systems to Junior School colleagues and other Administration colleagues in the wider College. Examples of current tasks which the job holder is responsible for include: Creation of School Year, Timetables and Registers Before the start of the academic year, populate the Junior School system with the session dates and create the periods for the day which allows the creation of timetables and registers. Crucial this is accurate and timely as once committed it cannot be altered and the entire JS operation depends on this being correct. Curriculum Support confirms accuracy. Before the start of the academic year, transfer all the children from the closed year to the new year, changing class, removing leavers, adding new children, additional/new classes where relevant, in all external platforms (e.g. Mathletics, Accelerated Reader, Spellzone, Maths Investigations, Seesaw, Education City). Maintain this data across the year. Once the system is set up for the new academic year, and prior to session starting, receive information about timetables from Deputy Head(s) LP/UP, from PE, Drama, Art, Music and from this generate subject sets. Create subject sets (c500) for each class, English, Numeracy, Literacy, Spanish, Art, Music, Drama etc attaching class, teacher, pupils, location, times and days which ultimately creates the timetable which teachers use. Ongoing maintenance of this data as required across the year. Data Maintenance Ensures the school management information systems are kept up to date with pupil information, e.g. change of circumstances, medical information, dashboards, Mathletics, SpellZone. Entries must be accurate and timely. Testing At key tracking points across the year (termly) work closely with Deputy Head (LP) to organise the testing programme. Agree dates of testing, share on central calendar with staff, decide whether enough test papers are in stock, maintain stock control, order papers where needed, consider supplier lead times, prepopulate external sites with data of children, dob, gender, names, class. Without this info the child cannot take an online test and for paper tests, the results could not be recorded by the testing company to the right child. Once results are available generate a csv file and import into a markbook. Create markbook tasks. Each test has a name, therefore getting the naming convention accurate is essential, as this is pulled off onto the dashboard. Allocate teacher, children being reported, additional markers. Assist teachers with entering scores/grades, as required and provide technical support/guidance. Report Production Ad hoc, creation of reports from the management information systems, e.g. running pre designed ODBC reports, creating new (if basic) or seeking help from Senior School Deputy as required. Present data in various formats e.g. excel, graphs, pivot tables to Management/Staff/Annual Report. Typical reports include individual/ cohort performance, performance by subject. Interim and End of Session Reports for parents Twice a year, using Google sheets creates blank templates for teaching staff to complete with comments on the pupils and grades for attainment/approach etc. Create a reference page to accompany the template, which involves populating with data about the pupil. Once a teacher has completed the template, the job holder reformats through a merge process to create a pre designed PDF document for sharing with parents by the Communications Team. Any changes that are requested by parents are made to the final report. Once finalised, individually assign a pupil record . click apply for full job details
Dec 13, 2025
Full time
The following content displays a map of the jobs location - Edinburgh Location: George Watson's College, Edinburgh Contract Type: Permanent Salary: £24,460 - £27,296(based on 36.25 hours per week, 52 weeks per year) Benefits: A utomatic enrolment in the contributory support staff defined contribution pension scheme, reduced school fees at George Watson's College for children of staff, Membership of the Galleon Club (the school's fitness club) The Role We are looking for a highly skilled and personable colleague to join our front line administration team in the Junior School. The job holder will provide administration support, particularly to the Deputy Heads and staff of Lower Primary, but this role has a particular focus on maintaining school data within several management information systems/databases. We are currently on a journey to implement iSAMS by August 2026, so it is essential that candidates are experienced iSAMS users who are highly skilled in the use of Excel and data maintenance and analysis work. The Administrator also undertakes reception work; answering phone calls, greeting visitors, supporting parents and children, and plays a crucial part in keeping our children safe. Hours of work will be 37 hours per week, Monday to Thursday, 8.00am to 4.00pm, Fridays 8.00am to 3.30pm, 46 weeks per year (36 weeks of term time plus professional learning days and a further two weeks during holiday periods). The annual leave entitlement is seven weeks per year making a total of 46 weeks. The salary for this position will be in the Grade 2 range which currently stands at £27,090 - £30,231 per annum (based on 36.25 hours per week, 52 weeks per year). This equates to £24,460 - £27,296. APPLICATION PROCESS To apply, please click the Apply for this job button. Please include a letter of application of not more than 800 words giving us more information about you and why you consider yourself to be a strong candidate for the role, addressed to Mrs Su Breadner, Chief Operating Officer. Closing date: 11:59pm on Wednesday 14 January 2026 Interviews are scheduled to take place on Thursday 22 January 2026 Main Responsibilities Administration Responsibilities: Provide administrative support to the Deputy Heads, Principal Teachers and Assistant Principal Teachers. This work is varied and high volume. Working in a small team any of the following tasks may be required; diary management, arranging meetings, preparing timetables, processing assessment details, organising trips, events, meetings. It also includes producing spreadsheets, reports, typing minutes, photocopying, filing, and producing printed materials such as labels, booklets and worksheets. Daily, process pupil absence information, check registers, record known absences, identify potentially missing children, report to Deputy Head and phone parents as required. Prepare reports. Sending emails on behalf of Deputy Heads and other staff, preparing letters for Parents (for email distribution or publishing on the School's Weekly Parent Digest). Assist with preparation for school trips including, booking of venues/accommodation/transport, sending information to parents, collating permission slips and ensuring risk assessment forms are completed. Annually negotiate pricing with external platform providers and make recommendations to JS management for agreement. Place orders, e.g. teaching materials or stationery and check order against delivery. Assist with the preparation of school events, e.g. performances, by ensuring rooms and other resources are booked, timely notices to parents. Keep up-to-date with details of School events and information available on the School website, in order to provide parents and visitors with general information regarding school activities. Receive and deal with Lost Property items and liaise with Thrift Shop volunteers. Occasional handling of cash e.g. for school visits and charity collections. Provide cover to other administrators across the whole school, as required. Ensures compliance with General Data Protection Regulations when handling personal data and information relating to data subjects, whether that be on the management information system, paper records or when in discussions with others. Reception Responsibilities: Provide a first class Reception service, by acting as the first point of contact for the school, welcoming visitors and responding to telephone and email enquiries in a helpful and constructive manner, and representing the School with a positive attitude and professional appearance at all times. Ensure the safety and security of the Junior School at all times, by making sure that entry to the premises is controlled. Ensure all visitors have signed in appropriately and are provided with an identification badge, asked to read the visitor briefing notes, notifying the relevant employee/ department of their arrival if necessary. Handle all telephone calls promptly and efficiently, directing and screening calls, as appropriate, and taking and forwarding messages in an accurate and timely manner. Handle all general enquiries, by phone, email and in person, ensuring that all enquiries are either dealt with successfully within the reception, or promptly and professionally forwarded on to the most appropriate colleague. Communicate with parents regarding all aspects of School life, receiving and passing on information, between parents and teachers, including phoning parents to ascertain reasons for pupils' absence. Ensure that the Reception area is kept smart and tidy and that displays of School publications are kept up-to-date. Database Administration Setting up all data structures which are needed for the school to operate effectively. Provides technical support and guidance on core data systems to Junior School colleagues and other Administration colleagues in the wider College. Examples of current tasks which the job holder is responsible for include: Creation of School Year, Timetables and Registers Before the start of the academic year, populate the Junior School system with the session dates and create the periods for the day which allows the creation of timetables and registers. Crucial this is accurate and timely as once committed it cannot be altered and the entire JS operation depends on this being correct. Curriculum Support confirms accuracy. Before the start of the academic year, transfer all the children from the closed year to the new year, changing class, removing leavers, adding new children, additional/new classes where relevant, in all external platforms (e.g. Mathletics, Accelerated Reader, Spellzone, Maths Investigations, Seesaw, Education City). Maintain this data across the year. Once the system is set up for the new academic year, and prior to session starting, receive information about timetables from Deputy Head(s) LP/UP, from PE, Drama, Art, Music and from this generate subject sets. Create subject sets (c500) for each class, English, Numeracy, Literacy, Spanish, Art, Music, Drama etc attaching class, teacher, pupils, location, times and days which ultimately creates the timetable which teachers use. Ongoing maintenance of this data as required across the year. Data Maintenance Ensures the school management information systems are kept up to date with pupil information, e.g. change of circumstances, medical information, dashboards, Mathletics, SpellZone. Entries must be accurate and timely. Testing At key tracking points across the year (termly) work closely with Deputy Head (LP) to organise the testing programme. Agree dates of testing, share on central calendar with staff, decide whether enough test papers are in stock, maintain stock control, order papers where needed, consider supplier lead times, prepopulate external sites with data of children, dob, gender, names, class. Without this info the child cannot take an online test and for paper tests, the results could not be recorded by the testing company to the right child. Once results are available generate a csv file and import into a markbook. Create markbook tasks. Each test has a name, therefore getting the naming convention accurate is essential, as this is pulled off onto the dashboard. Allocate teacher, children being reported, additional markers. Assist teachers with entering scores/grades, as required and provide technical support/guidance. Report Production Ad hoc, creation of reports from the management information systems, e.g. running pre designed ODBC reports, creating new (if basic) or seeking help from Senior School Deputy as required. Present data in various formats e.g. excel, graphs, pivot tables to Management/Staff/Annual Report. Typical reports include individual/ cohort performance, performance by subject. Interim and End of Session Reports for parents Twice a year, using Google sheets creates blank templates for teaching staff to complete with comments on the pupils and grades for attainment/approach etc. Create a reference page to accompany the template, which involves populating with data about the pupil. Once a teacher has completed the template, the job holder reformats through a merge process to create a pre designed PDF document for sharing with parents by the Communications Team. Any changes that are requested by parents are made to the final report. Once finalised, individually assign a pupil record . click apply for full job details
Administrator (Junior School)
Scottish Council of Independent Schools Edinburgh, Midlothian
We are looking for a highly skilled and personable colleague to join our front-line administration team in the Junior School. The job holder will provide administration support, particularly to the Deputy Heads and staff of Lower Primary, but this role has a particular focus on maintaining school data within several management information systems/databases. We are currently on a journey to implement iSAMS by August 2026, so it is essential that candidates are experienced iSAMS users who are highly skilled in the use of Excel and data maintenance and analysis work. The Administrator also undertakes reception work; answering phone calls, greeting visitors, supporting parents and children, and plays a crucial part in keeping our children safe. Hours of work will be 37 hours per week, Monday to Thursday, 8.00am to 4.00pm, Fridays 8.00am to 3.30pm, 46 weeks per year (36 weeks of term time plus professional learning days and a further two weeks during holiday periods). The annual leave entitlement is seven weeks per year making a total of 46 weeks. The salary for this position will be in the Grade 2 range which currently stands at £27,090 - £30,231 per annum (based on 36.25 hours per week, 52 weeks per year). This equates to £24,460 - £27,296. APPLICATION PROCESS To apply, please click the Apply for this job button. Please include a letter of application of not more than 800 words giving us more information about you and why you consider yourself to be a strong candidate for the role, addressed to Mrs Su Breadner, Chief Operating Officer. Closing date: 11:59pm on Wednesday 14 January 2026 Interviews are scheduled to take place on Thursday 22 January 2026 Main Responsibilities Administration Responsibilities Provide administrative support to the Deputy Heads, Principal Teachers and Assistant Principal Teachers. This work is varied and high volume. Working in a small team any of the following tasks may be required; diary management, arranging meetings, preparing timetables, processing assessment details, organising trips, events, meetings. It also includes producing spreadsheets, reports, typing minutes, photocopying, filing and producing printed materials such as labels, booklets and worksheets. Daily, process pupil absence information, check registers, record known absences, identify potentially missing children, report to Deputy Head and phone parents as required. Prepare reports. Sending emails on behalf of Deputy Heads and other staff, preparing letters for parents (for email distribution or publishing on the School's Weekly Parent Digest). Assist with preparation for school trips including, booking of venues/accommodation/transport, sending information to parents, collating permission slips and ensuring risk assessment forms are completed. Annually negotiate pricing with external platform providers and make recommendations to JS management for agreement. Place orders, e.g. teaching materials or stationery and check order against delivery. Assist with the preparation of school events, e.g. performances, by ensuring rooms and other resources are booked, timely notices to parents. Keep up-to-date with details of School events and information available on the School website, in order to provide parents and visitors with general information regarding school activities. Receive and deal with Lost Property items and liaise with Thrift Shop volunteers. Occasional handling of cash e.g. for school visits and charity collections. Provide cover to other administrators across the whole school, as required. Ensures compliance with General Data Protection Regulations when handling personal data and information relating to data subjects, whether that be on the management information system, paper records or when in discussions with others. Reception Responsibilities Provide a first class Reception service, by acting as the first point of contact for the school, welcoming visitors and responding to telephone and email enquiries in a helpful and constructive manner, and representing the School with a positive attitude and professional appearance at all times. Ensure the safety and security of the Junior School at all times, by making sure that entry to the premises is controlled. Ensure all visitors have signed-in appropriately and are provided with an identification badge, asked to read the visitor briefing notes, notifying the relevant employee/department of their arrival if necessary. Handle all telephone calls promptly and efficiently, directing and screening calls, as appropriate, and taking and forwarding messages in an accurate and timely manner. Handle all general enquiries, by phone, email and in person, ensuring that all enquiries are either dealt with successfully within the reception, or promptly and professionally forwarded on to the most appropriate colleague. Communicate with parents regarding all aspects of School life, receiving and passing on information, between parents and teachers, including phoning parents to ascertain reasons for pupils' absence. Ensure that the Reception area is kept smart and tidy and that displays of School publications are kept up-to-date. Database Administration Setting up all data structures which are needed for the school to operate effectively. Provides technical support and guidance on core data systems to Junior School colleagues and other Administration colleagues in the wider College. Examples of current tasks which the job holder is responsible for include: Creation of School Year, Timetables and Registers Before the start of the academic year, populate the Junior School system with the session dates and create the periods for the day which allows the creation of timetables and registers. Crucial this is accurate and timely as once committed it cannot be altered and the entire JS operation depends on this being correct. Curriculum Support confirms accuracy. Before the start of the academic year, transfer all the children from the closed year to the new year, changing class, removing leavers, adding new children, additional/new classes where relevant, in all external platforms (e.g. Mathletics, Accelerated Reader, Spellzone, Maths Investigations, Seesaw, Education City). Maintain this data across the year. Once the system is set up for the new academic year, and prior to session starting, receive information about timetables from Deputy Head(s) LP/UP, from PE, Drama, Art, Music and from this generate subject sets Create subject sets (c500) for each class, English, Numeracy, Literacy, Spanish, Art, Music, Drama etc attaching class, teacher, pupils, location, times and days which ultimately creates the timetable which teachers use. Ongoing maintenance of this data as required across the year. Data Maintenance Ensures the school management information systems are kept up to date with pupil information, e.g. change of circumstances, medical information, (Dashboards, Mathletics, SpellZone). Entries must be accurate and timely. Testing At key tracking points across the year (termly) work closely with Deputy Head (LP) to organise the testing programme. Agree dates of testing, share on central calendar with staff, decide whether enough test papers are in stock, maintain stock control, order papers where needed, consider supplier lead times, prepopulate external sites with data of children, dob, gender, names, class. Without this info the child cannot take an online test and for paper tests, the results could not be recorded by the testing company to the right child. Once results are available generate a csv file and import into a markbook. Create markbook tasks. Each test has a name, therefore getting the naming convention accurate is essential, as this is pulled off onto the dashboard. Allocate teacher, children being reported, additional markers. Assist teachers with entering scores/grades, as required and provide technical support/guidance. Report Production Ad hoc, creation of reports from the management information systems, e.g. running pre-designed ODBC reports, creating new (if basic) or seeking help from Senior School Deputy as required. Present data in various formats e.g. excel, graphs, pivot tables to Management/Staff/Annual Report. Typical reports include individual/ cohort performance, performance by subject. Interim and End of Session Reports for parents Twice a year, using Google sheets creates blank templates for teaching staff to complete with comments on the pupils and grades for attainment/approach etc. Create a reference page to accompany the template, which involves populating with data about the pupil. Once a teacher has completed the template, the job holder reformats through a merge process to create a pre-designed PDF document for sharing with parents by the Communications Team. Any changes that are requested by parents are made to the final report. Once finalised, individually assign a pupil record. Ideal Candidate Essential Criteria Demonstrable previous experience of working in a busy, customer-facing reception and administration focussed role within a team environment. Excellent and professional telephone manner, coupled with strong interpersonal and written/oral communication skills; communicates in a confident, clear, and concise manner at all times. Experience of using iSAMS Excellent excel skills, including creating formulae, pivot tables, and able to analyse basic data and present well in report/graphic form Excellent Microsoft 365 skills (Word, Powerpoint . click apply for full job details
Dec 13, 2025
Full time
We are looking for a highly skilled and personable colleague to join our front-line administration team in the Junior School. The job holder will provide administration support, particularly to the Deputy Heads and staff of Lower Primary, but this role has a particular focus on maintaining school data within several management information systems/databases. We are currently on a journey to implement iSAMS by August 2026, so it is essential that candidates are experienced iSAMS users who are highly skilled in the use of Excel and data maintenance and analysis work. The Administrator also undertakes reception work; answering phone calls, greeting visitors, supporting parents and children, and plays a crucial part in keeping our children safe. Hours of work will be 37 hours per week, Monday to Thursday, 8.00am to 4.00pm, Fridays 8.00am to 3.30pm, 46 weeks per year (36 weeks of term time plus professional learning days and a further two weeks during holiday periods). The annual leave entitlement is seven weeks per year making a total of 46 weeks. The salary for this position will be in the Grade 2 range which currently stands at £27,090 - £30,231 per annum (based on 36.25 hours per week, 52 weeks per year). This equates to £24,460 - £27,296. APPLICATION PROCESS To apply, please click the Apply for this job button. Please include a letter of application of not more than 800 words giving us more information about you and why you consider yourself to be a strong candidate for the role, addressed to Mrs Su Breadner, Chief Operating Officer. Closing date: 11:59pm on Wednesday 14 January 2026 Interviews are scheduled to take place on Thursday 22 January 2026 Main Responsibilities Administration Responsibilities Provide administrative support to the Deputy Heads, Principal Teachers and Assistant Principal Teachers. This work is varied and high volume. Working in a small team any of the following tasks may be required; diary management, arranging meetings, preparing timetables, processing assessment details, organising trips, events, meetings. It also includes producing spreadsheets, reports, typing minutes, photocopying, filing and producing printed materials such as labels, booklets and worksheets. Daily, process pupil absence information, check registers, record known absences, identify potentially missing children, report to Deputy Head and phone parents as required. Prepare reports. Sending emails on behalf of Deputy Heads and other staff, preparing letters for parents (for email distribution or publishing on the School's Weekly Parent Digest). Assist with preparation for school trips including, booking of venues/accommodation/transport, sending information to parents, collating permission slips and ensuring risk assessment forms are completed. Annually negotiate pricing with external platform providers and make recommendations to JS management for agreement. Place orders, e.g. teaching materials or stationery and check order against delivery. Assist with the preparation of school events, e.g. performances, by ensuring rooms and other resources are booked, timely notices to parents. Keep up-to-date with details of School events and information available on the School website, in order to provide parents and visitors with general information regarding school activities. Receive and deal with Lost Property items and liaise with Thrift Shop volunteers. Occasional handling of cash e.g. for school visits and charity collections. Provide cover to other administrators across the whole school, as required. Ensures compliance with General Data Protection Regulations when handling personal data and information relating to data subjects, whether that be on the management information system, paper records or when in discussions with others. Reception Responsibilities Provide a first class Reception service, by acting as the first point of contact for the school, welcoming visitors and responding to telephone and email enquiries in a helpful and constructive manner, and representing the School with a positive attitude and professional appearance at all times. Ensure the safety and security of the Junior School at all times, by making sure that entry to the premises is controlled. Ensure all visitors have signed-in appropriately and are provided with an identification badge, asked to read the visitor briefing notes, notifying the relevant employee/department of their arrival if necessary. Handle all telephone calls promptly and efficiently, directing and screening calls, as appropriate, and taking and forwarding messages in an accurate and timely manner. Handle all general enquiries, by phone, email and in person, ensuring that all enquiries are either dealt with successfully within the reception, or promptly and professionally forwarded on to the most appropriate colleague. Communicate with parents regarding all aspects of School life, receiving and passing on information, between parents and teachers, including phoning parents to ascertain reasons for pupils' absence. Ensure that the Reception area is kept smart and tidy and that displays of School publications are kept up-to-date. Database Administration Setting up all data structures which are needed for the school to operate effectively. Provides technical support and guidance on core data systems to Junior School colleagues and other Administration colleagues in the wider College. Examples of current tasks which the job holder is responsible for include: Creation of School Year, Timetables and Registers Before the start of the academic year, populate the Junior School system with the session dates and create the periods for the day which allows the creation of timetables and registers. Crucial this is accurate and timely as once committed it cannot be altered and the entire JS operation depends on this being correct. Curriculum Support confirms accuracy. Before the start of the academic year, transfer all the children from the closed year to the new year, changing class, removing leavers, adding new children, additional/new classes where relevant, in all external platforms (e.g. Mathletics, Accelerated Reader, Spellzone, Maths Investigations, Seesaw, Education City). Maintain this data across the year. Once the system is set up for the new academic year, and prior to session starting, receive information about timetables from Deputy Head(s) LP/UP, from PE, Drama, Art, Music and from this generate subject sets Create subject sets (c500) for each class, English, Numeracy, Literacy, Spanish, Art, Music, Drama etc attaching class, teacher, pupils, location, times and days which ultimately creates the timetable which teachers use. Ongoing maintenance of this data as required across the year. Data Maintenance Ensures the school management information systems are kept up to date with pupil information, e.g. change of circumstances, medical information, (Dashboards, Mathletics, SpellZone). Entries must be accurate and timely. Testing At key tracking points across the year (termly) work closely with Deputy Head (LP) to organise the testing programme. Agree dates of testing, share on central calendar with staff, decide whether enough test papers are in stock, maintain stock control, order papers where needed, consider supplier lead times, prepopulate external sites with data of children, dob, gender, names, class. Without this info the child cannot take an online test and for paper tests, the results could not be recorded by the testing company to the right child. Once results are available generate a csv file and import into a markbook. Create markbook tasks. Each test has a name, therefore getting the naming convention accurate is essential, as this is pulled off onto the dashboard. Allocate teacher, children being reported, additional markers. Assist teachers with entering scores/grades, as required and provide technical support/guidance. Report Production Ad hoc, creation of reports from the management information systems, e.g. running pre-designed ODBC reports, creating new (if basic) or seeking help from Senior School Deputy as required. Present data in various formats e.g. excel, graphs, pivot tables to Management/Staff/Annual Report. Typical reports include individual/ cohort performance, performance by subject. Interim and End of Session Reports for parents Twice a year, using Google sheets creates blank templates for teaching staff to complete with comments on the pupils and grades for attainment/approach etc. Create a reference page to accompany the template, which involves populating with data about the pupil. Once a teacher has completed the template, the job holder reformats through a merge process to create a pre-designed PDF document for sharing with parents by the Communications Team. Any changes that are requested by parents are made to the final report. Once finalised, individually assign a pupil record. Ideal Candidate Essential Criteria Demonstrable previous experience of working in a busy, customer-facing reception and administration focussed role within a team environment. Excellent and professional telephone manner, coupled with strong interpersonal and written/oral communication skills; communicates in a confident, clear, and concise manner at all times. Experience of using iSAMS Excellent excel skills, including creating formulae, pivot tables, and able to analyse basic data and present well in report/graphic form Excellent Microsoft 365 skills (Word, Powerpoint . click apply for full job details
Project Support Officer
Butler Rose Ltd Barrow-in-furness, Cumbria
Additional Role due to further growth! - Join a Growing Engineering business as a Project Support Administrator - Barrow £25,000 + Market-Leading Benefits Full Time, Permanent Butler Rose are delighted to be working with a respected and rapidly expanding engineering firm based in Barrow-in-Furness, in the search for a Project Support Administrator to join their established team on a full-time, permanent basis. This company places a genuine emphasis on employee wellbeing and work-life balance, offering one of the most attractive benefit packages available. In addition to a competitive salary of circa £25,000, they provide: 25 days annual leave plus bank holidays 37-hour working week Enhanced pension scheme Life Insurance & Medical cover after probation Ongoing professional training and development Modern and comfortable staff facilities Free on-site parking This is an exciting time to join a forward-thinking company in a role that sits at the heart of their operations. The Project Support Administrator will be responsible for providing crucial data and administrative support across multiple projects, ensuring accuracy, timeliness, and exceptional service to clients and internal teams. Key Responsibilities: Data entry and information processing Maintaining and updating client records Importing and exporting large data sets Producing reports for internal and external stakeholders Handling email and telephone correspondence with clients Supporting project teams with administrative duties as required This role would suit a highly organised, proactive, and professional individual who thrives in a team setting but is also comfortable using their own initiative. A keen eye for detail, excellent communication skills, and a methodical working style are essential. You'll act as a key point of contact for client communication, so professionalism and discretion are crucial, especially when handling sensitive or confidential data. Your willingness to learn and immerse yourself in the company's processes will ensure you become a valued and trusted part of the team. If you're looking for a fulfilling role in a collaborative and supportive business where your contribution truly matters, this could be the perfect opportunity. This role is available due to continued company growth - apply today to avoid missing out! Contact the team at Butler Rose Lancaster to find out more or apply below! Butler Rose is committed to equality in the workplace and is an equal opportunity employer. Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Dec 13, 2025
Full time
Additional Role due to further growth! - Join a Growing Engineering business as a Project Support Administrator - Barrow £25,000 + Market-Leading Benefits Full Time, Permanent Butler Rose are delighted to be working with a respected and rapidly expanding engineering firm based in Barrow-in-Furness, in the search for a Project Support Administrator to join their established team on a full-time, permanent basis. This company places a genuine emphasis on employee wellbeing and work-life balance, offering one of the most attractive benefit packages available. In addition to a competitive salary of circa £25,000, they provide: 25 days annual leave plus bank holidays 37-hour working week Enhanced pension scheme Life Insurance & Medical cover after probation Ongoing professional training and development Modern and comfortable staff facilities Free on-site parking This is an exciting time to join a forward-thinking company in a role that sits at the heart of their operations. The Project Support Administrator will be responsible for providing crucial data and administrative support across multiple projects, ensuring accuracy, timeliness, and exceptional service to clients and internal teams. Key Responsibilities: Data entry and information processing Maintaining and updating client records Importing and exporting large data sets Producing reports for internal and external stakeholders Handling email and telephone correspondence with clients Supporting project teams with administrative duties as required This role would suit a highly organised, proactive, and professional individual who thrives in a team setting but is also comfortable using their own initiative. A keen eye for detail, excellent communication skills, and a methodical working style are essential. You'll act as a key point of contact for client communication, so professionalism and discretion are crucial, especially when handling sensitive or confidential data. Your willingness to learn and immerse yourself in the company's processes will ensure you become a valued and trusted part of the team. If you're looking for a fulfilling role in a collaborative and supportive business where your contribution truly matters, this could be the perfect opportunity. This role is available due to continued company growth - apply today to avoid missing out! Contact the team at Butler Rose Lancaster to find out more or apply below! Butler Rose is committed to equality in the workplace and is an equal opportunity employer. Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Project Support Officer - WMF2476i
The Cumbria County Council Kendal, Cumbria
The job requirements are detailed below. Where applicable the skills, qualifications and memberships required for this job have also been included. Job details Job reference REQ Date posted 28/11/2025 Application closing date 14/12/2025 Location Various Locations Salary £34,434 - £35,412 Package Blank Contractual hours 37 Basis Full time Attachments Blank Project Support Officer - WMF2476i INTERNAL ONLY Location: Kendal, Penrith, Barrow (including agile working and working from home) Contract Type: Temporary (until November 2026) About this opportunity We have an exciting opportunity to join our Organisational Change & Transformation Team as a Project Support Officer on a temporary basis. This role is open exclusively to internal candidates and offers an excellent entry point into project management, with the chance to work closely on some of the council's highest-priority programmes. You'll gain hands on experience supporting strategic change and be highly visible across the organisation, engaging directly with senior leaders. The Organisational Change & Transformation Team sits within the Assistant Chief Executive's functions and plays a key role in delivering the council's strategic priority programmes, while supporting the organisation to provide modern, agile, and inclusive services and outcomes for residents and communities across Westmorland and Furness. As Project Support Officer, you will provide effective, efficient, and customer focused support across all aspects of project and programme management. You will work collaboratively with colleagues across the organisation to plan, coordinate, monitor progress, and ensure successful delivery. Alongside the core administrative responsibilities-organising meetings and workshops, managing documentation, and ensuring timely planning and coordination-there will also be opportunities to contribute to project work beyond administration, making this a strong development role for someone looking to broaden their experience. This role offers flexible working across office and home locations, with occasional travel to council and partner sites across the area. Who we are looking for You do not need to be an experienced project manager. We are looking for someone with strong organisational and time management skills, able to prioritise, plan, and deliver objectives on time. You should have excellent communication and interpersonal skills to build trusted relationships and be confident working independently as well as part of a team on multiple projects. The ability to research, analyse data, and present information clearly is important. Experience supporting projects or change programmes and an understanding of change management would be an advantage, but not essential. If you are a skilled administrator, quick to learn, and ready to play an active role in shaping a modern, agile organisation, we would love to hear from you. What can we offer you! Working at Westmorland and Furness Council you will receive a variety of benefits, including a competitive pension scheme, enhanced annual leave allowance and other various perks and discounts schemes. For more information about life at Westmorland and Furness Council and what we can offer you, please visit our Careers site.Our benefits Careers (westmorlandandfurness.gov.uk) Would you like to find out more? For further information about this role, such as responsibilities and essential criteria please view the below attachments: If you have any queries about this role or would like an informal discussion about this opportunity, then please contact Dean Smith, Programme Manager - Organisational Change & Transformation on Application and Interview information We are currently operating both in-person and virtual interviews. Interview details such as venue/timings will be shared with successful candidates, following the shortlisting process. If you have any concerns or adjustments are needed, we are happy to discuss this with you. Safer Recruitment & DBS At Westmorland and Furness Council we are committed to safeguarding and promoting the safety and welfare of children, young people and adults at risk and we expect all workers, employees and volunteers to share our commitment. Equality, Diversity, and Inclusion Westmorland and Furness Council is committed to improving the diversity of its workforce to better reflect the communities we serve. We welcome applications from everyone and work to promote an inclusive, supportive culture that values and celebrates our differences.
Dec 13, 2025
Full time
The job requirements are detailed below. Where applicable the skills, qualifications and memberships required for this job have also been included. Job details Job reference REQ Date posted 28/11/2025 Application closing date 14/12/2025 Location Various Locations Salary £34,434 - £35,412 Package Blank Contractual hours 37 Basis Full time Attachments Blank Project Support Officer - WMF2476i INTERNAL ONLY Location: Kendal, Penrith, Barrow (including agile working and working from home) Contract Type: Temporary (until November 2026) About this opportunity We have an exciting opportunity to join our Organisational Change & Transformation Team as a Project Support Officer on a temporary basis. This role is open exclusively to internal candidates and offers an excellent entry point into project management, with the chance to work closely on some of the council's highest-priority programmes. You'll gain hands on experience supporting strategic change and be highly visible across the organisation, engaging directly with senior leaders. The Organisational Change & Transformation Team sits within the Assistant Chief Executive's functions and plays a key role in delivering the council's strategic priority programmes, while supporting the organisation to provide modern, agile, and inclusive services and outcomes for residents and communities across Westmorland and Furness. As Project Support Officer, you will provide effective, efficient, and customer focused support across all aspects of project and programme management. You will work collaboratively with colleagues across the organisation to plan, coordinate, monitor progress, and ensure successful delivery. Alongside the core administrative responsibilities-organising meetings and workshops, managing documentation, and ensuring timely planning and coordination-there will also be opportunities to contribute to project work beyond administration, making this a strong development role for someone looking to broaden their experience. This role offers flexible working across office and home locations, with occasional travel to council and partner sites across the area. Who we are looking for You do not need to be an experienced project manager. We are looking for someone with strong organisational and time management skills, able to prioritise, plan, and deliver objectives on time. You should have excellent communication and interpersonal skills to build trusted relationships and be confident working independently as well as part of a team on multiple projects. The ability to research, analyse data, and present information clearly is important. Experience supporting projects or change programmes and an understanding of change management would be an advantage, but not essential. If you are a skilled administrator, quick to learn, and ready to play an active role in shaping a modern, agile organisation, we would love to hear from you. What can we offer you! Working at Westmorland and Furness Council you will receive a variety of benefits, including a competitive pension scheme, enhanced annual leave allowance and other various perks and discounts schemes. For more information about life at Westmorland and Furness Council and what we can offer you, please visit our Careers site.Our benefits Careers (westmorlandandfurness.gov.uk) Would you like to find out more? For further information about this role, such as responsibilities and essential criteria please view the below attachments: If you have any queries about this role or would like an informal discussion about this opportunity, then please contact Dean Smith, Programme Manager - Organisational Change & Transformation on Application and Interview information We are currently operating both in-person and virtual interviews. Interview details such as venue/timings will be shared with successful candidates, following the shortlisting process. If you have any concerns or adjustments are needed, we are happy to discuss this with you. Safer Recruitment & DBS At Westmorland and Furness Council we are committed to safeguarding and promoting the safety and welfare of children, young people and adults at risk and we expect all workers, employees and volunteers to share our commitment. Equality, Diversity, and Inclusion Westmorland and Furness Council is committed to improving the diversity of its workforce to better reflect the communities we serve. We welcome applications from everyone and work to promote an inclusive, supportive culture that values and celebrates our differences.
Client Delivery Lead
Successionwealth Amersham, Buckinghamshire
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Amersham We are Succession Wealth, from "start up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Dec 12, 2025
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Amersham We are Succession Wealth, from "start up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
S&P Global
Customer Success and Relationship Management Team
S&P Global
About the Role The Team At OSTTRA, we are passionate about our clients and are looking for a Customer Success Representative ready to join our growing global team. The successful candidate will be a dedicated customer advocate who possesses excellent communication skills, can autonomously manage complex issues, and drive maximum value and success for existing clients. This role will focus on the overall post-sales relationship with our strategic and new customers. This includes growing adoption, customer education, and identifying improvement opportunities while maintaining high levels of satisfaction. For more regarding OSTTRA, please visit: Responsibilities and Impact OSTTRA plays a critical role in supporting global financial markets, connecting thousands of counterparties on our multi-asset networks that underpin the post-trade lifecycle from trade capture, through portfolio optimization, to clearing and settlement. OSTTRA is a joint venture between S&P Global & CME Group. Our customers include banks, hedge funds, asset managers, central banks, regulators, auditors, fund administrators, and insurance companies. Our products and services have become deeply embedded in the systems and workflows of many of our customers. We have a track record of innovation, leveraging leading technologies, industry expertise, and strong relationships with market participants. In this role, you'll be instrumental in ensuring our customers achieve their desired outcomes and maximize the value from their OSTTRA solutions. Your key responsibilities will include: Proactive Customer Engagement: Develop and maintain strong, long-lasting relationships with a portfolio of strategic and new customers, serving as their primary point of contact post-sale. Driving Adoption & Value: Guide customers through onboarding, training, and ongoing engagement to ensure full utilization and adoption of OSTTRA's platforms and services. Strategic Account Growth: Identify opportunities for expanded product usage and collaborate with the sales team on potential upsell and cross-sell initiatives. Customer Advocacy & Feedback: Collect, analyze, and communicate customer feedback to internal product and engineering teams, actively contributing to product development and improvements. Issue Resolution & Escalation: Act as a central point of contact for customer inquiries and complex issues, coordinating with support, product, and technical teams to ensure timely and effective resolution. Product Expertise: Become a subject matter expert on OSTTRA's platforms, providing guidance and best practices to customers. Performance Monitoring: Utilize data and analytics to monitor customer health, usage patterns, and identify areas for intervention or growth. What's in it for you Opportunity for Growth: Network across a wide range of sales and business-focused teams, with ample opportunities for professional development, training, and mentorship. Dynamic Environment: Gain exposure to rapid changes in Global Derivative Markets and their effect on Fintech. Building Relationships: Forge strong customer relationships with key industry participants. Impactful Work: Directly contribute to the success of our global financial market infrastructure. Collaborative Culture: Join a supportive and innovative team dedicated to client success and continuous learning. What We're Looking For Financial Market Knowledge: A sound understanding of financial markets and market participants. Experience: Over 5 years in a related function with direct customer advocacy and engagement experience in software post-sales or professional services. Platform Familiarity: Experience with at least one of OSTTRA's platforms (Trade Manager, MarkitWire, TradeServ and etc.) Presentation Skills: Proven experience in running presentations for clients. Language Fluency: Fluency in English is required; one or more additional languages is a plus. Exceptional Communication: Outstanding verbal, written, social, and interpersonal skills, with expertise in building long-term strategic relationships. Client Services Orientation: Strong listening, critical thinking, analytical skills, and a high degree of empathy. Team Player: An active team player who thrives in a multi-tasking environment, can adjust priorities on the fly, and maintains strong attention to detail. Data Acumen: Experience and/or interest in data analytics tools and utilizing data to monitor customer usage and identify adoption opportunities is a plus. Problem-Solving: Demonstrated ability to analyze complex situations, identify root causes, and propose effective solutions. Time Management & Organization: Capacity to manage multiple priorities and deadlines effectively in a fast-paced environment. Self-Motivated & Proactive: A driven individual who takes initiative and anticipates customer needs. About OSTTRA Launched in 2021, OSTTRA unites four businesses that have been at the heart of post-trade evolution and innovation for over 20 years: MarkitServ, Traiana, TriOptima and Reset. With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement. Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets. Learn more at . What's In It For You Benefits We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Recruitment Fraud Alert If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (). Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - %20English_formattedESQA508c.pdf 20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group) Job ID: 319465 Posted On: 2025-11-26 Location: London, United Kingdom
Dec 12, 2025
Full time
About the Role The Team At OSTTRA, we are passionate about our clients and are looking for a Customer Success Representative ready to join our growing global team. The successful candidate will be a dedicated customer advocate who possesses excellent communication skills, can autonomously manage complex issues, and drive maximum value and success for existing clients. This role will focus on the overall post-sales relationship with our strategic and new customers. This includes growing adoption, customer education, and identifying improvement opportunities while maintaining high levels of satisfaction. For more regarding OSTTRA, please visit: Responsibilities and Impact OSTTRA plays a critical role in supporting global financial markets, connecting thousands of counterparties on our multi-asset networks that underpin the post-trade lifecycle from trade capture, through portfolio optimization, to clearing and settlement. OSTTRA is a joint venture between S&P Global & CME Group. Our customers include banks, hedge funds, asset managers, central banks, regulators, auditors, fund administrators, and insurance companies. Our products and services have become deeply embedded in the systems and workflows of many of our customers. We have a track record of innovation, leveraging leading technologies, industry expertise, and strong relationships with market participants. In this role, you'll be instrumental in ensuring our customers achieve their desired outcomes and maximize the value from their OSTTRA solutions. Your key responsibilities will include: Proactive Customer Engagement: Develop and maintain strong, long-lasting relationships with a portfolio of strategic and new customers, serving as their primary point of contact post-sale. Driving Adoption & Value: Guide customers through onboarding, training, and ongoing engagement to ensure full utilization and adoption of OSTTRA's platforms and services. Strategic Account Growth: Identify opportunities for expanded product usage and collaborate with the sales team on potential upsell and cross-sell initiatives. Customer Advocacy & Feedback: Collect, analyze, and communicate customer feedback to internal product and engineering teams, actively contributing to product development and improvements. Issue Resolution & Escalation: Act as a central point of contact for customer inquiries and complex issues, coordinating with support, product, and technical teams to ensure timely and effective resolution. Product Expertise: Become a subject matter expert on OSTTRA's platforms, providing guidance and best practices to customers. Performance Monitoring: Utilize data and analytics to monitor customer health, usage patterns, and identify areas for intervention or growth. What's in it for you Opportunity for Growth: Network across a wide range of sales and business-focused teams, with ample opportunities for professional development, training, and mentorship. Dynamic Environment: Gain exposure to rapid changes in Global Derivative Markets and their effect on Fintech. Building Relationships: Forge strong customer relationships with key industry participants. Impactful Work: Directly contribute to the success of our global financial market infrastructure. Collaborative Culture: Join a supportive and innovative team dedicated to client success and continuous learning. What We're Looking For Financial Market Knowledge: A sound understanding of financial markets and market participants. Experience: Over 5 years in a related function with direct customer advocacy and engagement experience in software post-sales or professional services. Platform Familiarity: Experience with at least one of OSTTRA's platforms (Trade Manager, MarkitWire, TradeServ and etc.) Presentation Skills: Proven experience in running presentations for clients. Language Fluency: Fluency in English is required; one or more additional languages is a plus. Exceptional Communication: Outstanding verbal, written, social, and interpersonal skills, with expertise in building long-term strategic relationships. Client Services Orientation: Strong listening, critical thinking, analytical skills, and a high degree of empathy. Team Player: An active team player who thrives in a multi-tasking environment, can adjust priorities on the fly, and maintains strong attention to detail. Data Acumen: Experience and/or interest in data analytics tools and utilizing data to monitor customer usage and identify adoption opportunities is a plus. Problem-Solving: Demonstrated ability to analyze complex situations, identify root causes, and propose effective solutions. Time Management & Organization: Capacity to manage multiple priorities and deadlines effectively in a fast-paced environment. Self-Motivated & Proactive: A driven individual who takes initiative and anticipates customer needs. About OSTTRA Launched in 2021, OSTTRA unites four businesses that have been at the heart of post-trade evolution and innovation for over 20 years: MarkitServ, Traiana, TriOptima and Reset. With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement. Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets. Learn more at . What's In It For You Benefits We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Recruitment Fraud Alert If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (). Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - %20English_formattedESQA508c.pdf 20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group) Job ID: 319465 Posted On: 2025-11-26 Location: London, United Kingdom
Technology Business Partner - Private Equity and Credit
Aztec Southampton, Hampshire
Technology Business Partner - Private Equity and Credit Job ID: Location: Southampton Reports to the Director of Technology - Markets At the Aztec Group we credit our technology as one of the core ingredients to our award-winning outsourced solutions. These are exciting times across the group. Significant growth, change, and investment make it a truly world class opportunity to help shape our organisation for the next stage of its own journey. The Technology Business Partner ("Tech BP") serves as the business relationship link between asset class business units and Technology at the leadership level. You will play a key role in supporting the continued growth in our business and to help drive the ongoing development of our private markets Technology function. As a senior member of the Private Markets Technology team, you will serve as the strategic interface with assigned markets business units or jurisdictional areas for the purpose of business technology strategy development, business demand management, solution discovery, service, solution adoption and risk management. You will perform a key role within a highly skilled team and should offer exceptional communication skills, tenacity, enthusiasm, and consistent energy to drive a successful partnership approach. The Tech BP provides highly valued strategic consulting level support and guidance through key technology initiatives. They communicate decisions, priorities, and relevant project information to appropriate levels regarding business unit requests. They are motivated and proactively share knowledge of technology capabilities, risks, and opportunities to build competitive advantage and improve efficiency and effectiveness of business units. They partner with business leadership and other key stakeholders to define opportunities and identify and prioritise projects based on predefined criteria (e.g., return on investment, productivity, compliance). The Tech BP proactively serves as a "trusted advisor," and is the primary point of contact in Technology for business line leaders and managers, providing insight on technology matters to enable and inform decisions. They operate as the key business contact representing Tech in promoting services and capabilities. The Tech BP is commercially driven and provides support in delivering technology products that meet the needs of the business, with a focus on strategic initiatives and planning activities for their business area. They strive to understand market challenges, including client priorities and competitive issues. Tech BPs are proactive and anticipatory in their thinking. They are, by nature, driven and provide significant value to business units. Tech BPs facilitate the investment intake process and the high-level planning and execution of business initiatives. They serve a lead role in enabling the business to achieve their objectives through the effective use of technology. Key responsibilities: Build strong trusted relationships with business leaders, manage complex priorities, and provide commercial and technical guidance to support delivery of the Aztec vision Work with the wider Technology team to create and provide insightful technology strategies and information backed up by meaningful analysis for our Products across our multiple jurisdictions Use solid tech knowledge and business insight to interpret data, draw conclusions, provide insights, and make proactive recommendations that deliver results, define improvements, and influence the leadership team Support the leadership team, their Products and Functions in the preparation of their technology strategy ensuring appropriate challenge in establishing stretch but achievable targets aligned to the five-year plan Work closely with the Office of the Chief Digital Officer to ensure demand and capacity needs are held and managed centrally to ensure effective coordination of technology teams Be a Technology representative on Product boards or committee meetings Support the leadership team in implementing action, articulate complex technology information in an easy-to-understand manner, without the use of complex Tech jargon Be able to speak to and present the technology landscape and vision to existing clients and prospects during sales processes Ensure appropriate, forward looking decision support is provided to stakeholders Stay informed of relevant industry and market intel for all products and jurisdictions to assess and report on current market trends and identifying opportunities that can be created Be proactive in identifying areas for improvement and driving forward change and efficiencies Develop and implement opportunities for operational efficiencies using analytical insight and work with the peers across the group on projects as required Change Management & Adoption: ability to focus on the human side of change by building and delivering effective strategies for the adoption of new technology across the group. Working with business units to leverage and make best use of existing capabilities where appropriate Management and mentoring of staff Skills, knowledge, expertise: The ideal candidate will have previous experience in a senior Tech, Change or Finance role, in a business partnering role for a medium to large, complex organisation, preferably an Asset Servicer/Fund Administrator or GP/Asset Manager Strong ability to manage multiple priorities across different business lines and in multiple regions Proven experience in understanding business requirements and considering and then recommending appropriate technology solutions working in consultation with architecture and apps teams Broad and deep knowledge of the technologies used to service Private Equity/Credit funds such as eFront Invest, Front Debt, Investran, Allvue/Black Mountain, and Sentry Proficiency in investor servicing and a thorough understanding of LP onboarding processes and tools such as Bite, Anduin, Data Exchange, Investment Café, and AtomInvest Experience automating Fund of Funds services with intelligent document processing technology such as Canoe, Alkymi and Accelex Excellent communication: communicates with clarity and confidence at all levels; adapts style and content to the needs of the audience by being inspirational, avoiding 'tech jargon' where appropriate and helping business stakeholders to understand proposed solutions and/or options Demonstrable ability to influence senior personnel within medium to large organisation and help non-finance and non tech savvy stakeholders understand their performance and consequent actions Ability to own and resolve problems dealing with escalations and client needs and communicating complex tech considerations in plain English Preferably although not essential hold relevant qualification ideally with experience in business partnering and delivering commercial value Exposure to financial services, in particular fund services and asset management business will be an added advantage Sound technical and reporting experience with the ability to develop positioning papers and consolidate information for Tech and Business leadership teams Computer literacy and advanced PowerPoint and Excel skills are essential Excellent interpersonal skills are required to develop close working relationships with colleagues, clients, and business contacts Uses active listening skills to communicate data (both written and verbal) in a clear, concise, and unambiguous manner. Adjusting styles for various audiences to articulate finance issues clearly Presents a professional image in words, tone, and style We will provide the training, both in house for relevant technical knowledge and professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
Dec 12, 2025
Full time
Technology Business Partner - Private Equity and Credit Job ID: Location: Southampton Reports to the Director of Technology - Markets At the Aztec Group we credit our technology as one of the core ingredients to our award-winning outsourced solutions. These are exciting times across the group. Significant growth, change, and investment make it a truly world class opportunity to help shape our organisation for the next stage of its own journey. The Technology Business Partner ("Tech BP") serves as the business relationship link between asset class business units and Technology at the leadership level. You will play a key role in supporting the continued growth in our business and to help drive the ongoing development of our private markets Technology function. As a senior member of the Private Markets Technology team, you will serve as the strategic interface with assigned markets business units or jurisdictional areas for the purpose of business technology strategy development, business demand management, solution discovery, service, solution adoption and risk management. You will perform a key role within a highly skilled team and should offer exceptional communication skills, tenacity, enthusiasm, and consistent energy to drive a successful partnership approach. The Tech BP provides highly valued strategic consulting level support and guidance through key technology initiatives. They communicate decisions, priorities, and relevant project information to appropriate levels regarding business unit requests. They are motivated and proactively share knowledge of technology capabilities, risks, and opportunities to build competitive advantage and improve efficiency and effectiveness of business units. They partner with business leadership and other key stakeholders to define opportunities and identify and prioritise projects based on predefined criteria (e.g., return on investment, productivity, compliance). The Tech BP proactively serves as a "trusted advisor," and is the primary point of contact in Technology for business line leaders and managers, providing insight on technology matters to enable and inform decisions. They operate as the key business contact representing Tech in promoting services and capabilities. The Tech BP is commercially driven and provides support in delivering technology products that meet the needs of the business, with a focus on strategic initiatives and planning activities for their business area. They strive to understand market challenges, including client priorities and competitive issues. Tech BPs are proactive and anticipatory in their thinking. They are, by nature, driven and provide significant value to business units. Tech BPs facilitate the investment intake process and the high-level planning and execution of business initiatives. They serve a lead role in enabling the business to achieve their objectives through the effective use of technology. Key responsibilities: Build strong trusted relationships with business leaders, manage complex priorities, and provide commercial and technical guidance to support delivery of the Aztec vision Work with the wider Technology team to create and provide insightful technology strategies and information backed up by meaningful analysis for our Products across our multiple jurisdictions Use solid tech knowledge and business insight to interpret data, draw conclusions, provide insights, and make proactive recommendations that deliver results, define improvements, and influence the leadership team Support the leadership team, their Products and Functions in the preparation of their technology strategy ensuring appropriate challenge in establishing stretch but achievable targets aligned to the five-year plan Work closely with the Office of the Chief Digital Officer to ensure demand and capacity needs are held and managed centrally to ensure effective coordination of technology teams Be a Technology representative on Product boards or committee meetings Support the leadership team in implementing action, articulate complex technology information in an easy-to-understand manner, without the use of complex Tech jargon Be able to speak to and present the technology landscape and vision to existing clients and prospects during sales processes Ensure appropriate, forward looking decision support is provided to stakeholders Stay informed of relevant industry and market intel for all products and jurisdictions to assess and report on current market trends and identifying opportunities that can be created Be proactive in identifying areas for improvement and driving forward change and efficiencies Develop and implement opportunities for operational efficiencies using analytical insight and work with the peers across the group on projects as required Change Management & Adoption: ability to focus on the human side of change by building and delivering effective strategies for the adoption of new technology across the group. Working with business units to leverage and make best use of existing capabilities where appropriate Management and mentoring of staff Skills, knowledge, expertise: The ideal candidate will have previous experience in a senior Tech, Change or Finance role, in a business partnering role for a medium to large, complex organisation, preferably an Asset Servicer/Fund Administrator or GP/Asset Manager Strong ability to manage multiple priorities across different business lines and in multiple regions Proven experience in understanding business requirements and considering and then recommending appropriate technology solutions working in consultation with architecture and apps teams Broad and deep knowledge of the technologies used to service Private Equity/Credit funds such as eFront Invest, Front Debt, Investran, Allvue/Black Mountain, and Sentry Proficiency in investor servicing and a thorough understanding of LP onboarding processes and tools such as Bite, Anduin, Data Exchange, Investment Café, and AtomInvest Experience automating Fund of Funds services with intelligent document processing technology such as Canoe, Alkymi and Accelex Excellent communication: communicates with clarity and confidence at all levels; adapts style and content to the needs of the audience by being inspirational, avoiding 'tech jargon' where appropriate and helping business stakeholders to understand proposed solutions and/or options Demonstrable ability to influence senior personnel within medium to large organisation and help non-finance and non tech savvy stakeholders understand their performance and consequent actions Ability to own and resolve problems dealing with escalations and client needs and communicating complex tech considerations in plain English Preferably although not essential hold relevant qualification ideally with experience in business partnering and delivering commercial value Exposure to financial services, in particular fund services and asset management business will be an added advantage Sound technical and reporting experience with the ability to develop positioning papers and consolidate information for Tech and Business leadership teams Computer literacy and advanced PowerPoint and Excel skills are essential Excellent interpersonal skills are required to develop close working relationships with colleagues, clients, and business contacts Uses active listening skills to communicate data (both written and verbal) in a clear, concise, and unambiguous manner. Adjusting styles for various audiences to articulate finance issues clearly Presents a professional image in words, tone, and style We will provide the training, both in house for relevant technical knowledge and professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
Pertemps
Administrator
Pertemps Enfield, Middlesex
Administrator - Domestic Construction Location: Enfield Salary: £30,000 per year Hours: 8:00am - 4:00pm, Monday to Friday About the Company Our client is a well-established domestic construction company, delivering high-quality projects and excellent customer service. They are seeking a reliable and proactive Administrator to support the day-to-day running of the business. Role Overview The Administrator will provide essential support across the business, helping with general admin tasks, invoicing, ordering materials, and coordinating suppliers. This is a varied role requiring strong organisation, excellent communication skills, and a customer-focused approach. Key Responsibilities Carrying out general administrative tasks including filing, data entry, and document management. Managing invoicing and purchase orders. Ordering materials, skips, scaffolding, and other required supplies. Liaising with clients and suppliers via phone and email. Providing excellent customer service and responding to enquiries efficiently. Supporting the team to ensure smooth daily operations. Person Specification Previous experience in administration, ideally within construction or a similar environment. Strong organisational skills with the ability to prioritise tasks. Excellent communication skills, both written and verbal. Confident in dealing with clients, suppliers, and colleagues. Proficient in Microsoft Office (Word, Excel, Outlook). Professional, proactive, and able to work independently
Dec 12, 2025
Full time
Administrator - Domestic Construction Location: Enfield Salary: £30,000 per year Hours: 8:00am - 4:00pm, Monday to Friday About the Company Our client is a well-established domestic construction company, delivering high-quality projects and excellent customer service. They are seeking a reliable and proactive Administrator to support the day-to-day running of the business. Role Overview The Administrator will provide essential support across the business, helping with general admin tasks, invoicing, ordering materials, and coordinating suppliers. This is a varied role requiring strong organisation, excellent communication skills, and a customer-focused approach. Key Responsibilities Carrying out general administrative tasks including filing, data entry, and document management. Managing invoicing and purchase orders. Ordering materials, skips, scaffolding, and other required supplies. Liaising with clients and suppliers via phone and email. Providing excellent customer service and responding to enquiries efficiently. Supporting the team to ensure smooth daily operations. Person Specification Previous experience in administration, ideally within construction or a similar environment. Strong organisational skills with the ability to prioritise tasks. Excellent communication skills, both written and verbal. Confident in dealing with clients, suppliers, and colleagues. Proficient in Microsoft Office (Word, Excel, Outlook). Professional, proactive, and able to work independently
Client Delivery Lead
Successionwealth City, Belfast
Client Delivery Lead (Financial Services Administrator) Hybrid working -Home+ Belfastoffice We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need At least a year's experience in a fast paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Dec 12, 2025
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working -Home+ Belfastoffice We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need At least a year's experience in a fast paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Manufacturing Inspection Administrator
CMS - Recruitment Greenwich, London
Manufacturing Inspection Administrator Location: Greenwich (SE10) Contract: Long term Contract Start: ASAP Pay: £10.00 - £11.00 p/h Hours: 6am - 5pm, Monday - Thursday, 41 hours per week (2 weeks of days, 2 weeks of nights) We are recruiting for a multinational engineering company based in Greenwich, SE10 to support the manufacturing departments. We require an Excel and SAP administrator to help with the manufacturing paperwork and system databases. The successful candidate should have demonstrable experience within a manufacturing area, have a strong administration background and be looking for a role which will push them within a manufacturing and ESD protected environment. Daily tasks will include, but are not limited to: Working on the manufacturing shop floor, adhering to all ESD conditions. Data entry using Microsoft Excel. Using Vlookups and pivot tables. Skills required: Competent in the use of Microsoft programs and SAP. Proficient in using Microsoft Excel. Confident when chasing information and data from engineers. For this role, you must have evidence of the right to work in the UK. CMS do not discriminate on the grounds of age, gender, race, colour, religion, disability or sexual orientation, and we welcome applications from all sections of the community.
Dec 12, 2025
Full time
Manufacturing Inspection Administrator Location: Greenwich (SE10) Contract: Long term Contract Start: ASAP Pay: £10.00 - £11.00 p/h Hours: 6am - 5pm, Monday - Thursday, 41 hours per week (2 weeks of days, 2 weeks of nights) We are recruiting for a multinational engineering company based in Greenwich, SE10 to support the manufacturing departments. We require an Excel and SAP administrator to help with the manufacturing paperwork and system databases. The successful candidate should have demonstrable experience within a manufacturing area, have a strong administration background and be looking for a role which will push them within a manufacturing and ESD protected environment. Daily tasks will include, but are not limited to: Working on the manufacturing shop floor, adhering to all ESD conditions. Data entry using Microsoft Excel. Using Vlookups and pivot tables. Skills required: Competent in the use of Microsoft programs and SAP. Proficient in using Microsoft Excel. Confident when chasing information and data from engineers. For this role, you must have evidence of the right to work in the UK. CMS do not discriminate on the grounds of age, gender, race, colour, religion, disability or sexual orientation, and we welcome applications from all sections of the community.
Manufacturing Inspection & Data Administrator
CMS - Recruitment Greenwich, London
A leading recruitment agency is seeking a Manufacturing Inspection Administrator in Greenwich (SE10) for a long-term contract starting ASAP. Candidates should possess strong Excel and SAP skills, have experience in a manufacturing setting, and be able to work on the shop floor while adhering to ESD conditions. Daily tasks include data entry with Excel and other administrative duties. This role is ideal for someone looking to grow in a protected manufacturing environment.
Dec 12, 2025
Full time
A leading recruitment agency is seeking a Manufacturing Inspection Administrator in Greenwich (SE10) for a long-term contract starting ASAP. Candidates should possess strong Excel and SAP skills, have experience in a manufacturing setting, and be able to work on the shop floor while adhering to ESD conditions. Daily tasks include data entry with Excel and other administrative duties. This role is ideal for someone looking to grow in a protected manufacturing environment.
Victim Support
Administrator
Victim Support Cardiff, South Glamorgan
We have an exciting opportunity for am Administrator (known internally as a Service Delivery Assistant) to join the National Contact Centre team in Cardiff, working 37.5 hours a week. Do you want to make a difference every day? Do you want to contribute to change & improvement for those who need it? Do you have resilience & adaptability? Can you work effectively with a focus on customer service and care? If yes, then we'd love to hear from you What we offer: At Victim Support, we are committed to attracting and retaining the best talent. Our competitive rewards and benefits package includes: Flexible Working Options : Including hybrid working of one day per week working from home. Generous Annual Leave : 28 days plus Bank Holidays, increasing to 33 days plus Bank Holidays, with options to buy or sell annual leave. Birthday Leave : An extra day off for your birthday. Pension Plan : 5% employer contribution. Enhanced Allowances : Enhanced sick pay, maternity, and paternity payments. Exclusive Discounts : High Street, retail, holiday, gym, entertainment, and leisure discounts. Financial Wellbeing : Access to our financial wellbeing hub and salary-deducted finance. Wellbeing Support : Employee assistance programme and wellbeing support. Inclusive Networks : Access to EDI networks and colleague cafes. Sustainable Travel : Cycle to work scheme and season ticket loans. Career Development : Ongoing training and support with opportunities for career progression. About the Role As a Service Delivery Assistant you will provide high quality and responsive administrative function for the National Contact Centre. Acting as the first point of contact for enquiries and supporting the wider team with general administrative duties. Key Responsibilities: Provide high quality administrative support to the team and service. Update and maintain manual and computerised database and case management systems and records in accordance with the service's internal policies/procedures and organisational standards. Manage incoming and outgoing mail and general queries into the National Contact Centre. Provide general office administration support which could include photocopying, filing, data entry, ordering of office supplies, processing invoices, raising purchase orders and minute taking at meetings. Liaising and communicating with key stakeholders, including internal and external contacts, such as the arrangement of Supervision sessions for staff. About You: Ideally, you will have a good understanding and knowledge of office systems and business support functions, as well as being a team player with a flexible approach You will need: Effective verbal/written communication and numerical skills. Ability to prioritise own workload and deal with competing demands in an organised and methodical manner. Excellent IT skills and experience of using all packages in the standard Microsoft Office suite and case management systems/databases. Excellent customer service skills with the ability to communicate sensitively and effectively both verbally and in writing with a wide range of individuals and audiences. Ability to work on own initiative and with minimal supervision to achieve deadlines. Excellent record keeping skills with a focus on quality and accuracy. About Us: Victim Support is an independent charity dedicated to supporting people affected by crime and traumatic incidents in England and Wales. We put them at the heart of our organisation and our support and campaigns are informed and shaped by them and their experiences. Victim Support are committed to recruiting with care and to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all staff and volunteers to share this commitment. Background checks and Disclosed Barring Service checks may be required. At Victim Support, we're proud to celebrate diversity and create a workplace where everyone feels they belong. We're committed to being an antiracist organisation, and we actively welcome applications from people of all backgrounds, including those from Black and Asian and other minoritised communities. As a Disability Confident Employer, we will offer an interview to disabled candidates who meet all essential criteria for a job where it is practicable to do so. We are also happy to make reasonable adjustments during the recruitment and selection process. How to apply: To apply for this role please follow the link below to the Jobs page on our website and complete the application form demonstrating how you meet the essential shortlisting criteria. We reserve the right to close this vacancy early, if we receive enough suitable applications to take forward to interview prior to the published closing date. If you have already registered & started an application, then we will contact you to advise of the amended closing date wherever possible.
Dec 12, 2025
Full time
We have an exciting opportunity for am Administrator (known internally as a Service Delivery Assistant) to join the National Contact Centre team in Cardiff, working 37.5 hours a week. Do you want to make a difference every day? Do you want to contribute to change & improvement for those who need it? Do you have resilience & adaptability? Can you work effectively with a focus on customer service and care? If yes, then we'd love to hear from you What we offer: At Victim Support, we are committed to attracting and retaining the best talent. Our competitive rewards and benefits package includes: Flexible Working Options : Including hybrid working of one day per week working from home. Generous Annual Leave : 28 days plus Bank Holidays, increasing to 33 days plus Bank Holidays, with options to buy or sell annual leave. Birthday Leave : An extra day off for your birthday. Pension Plan : 5% employer contribution. Enhanced Allowances : Enhanced sick pay, maternity, and paternity payments. Exclusive Discounts : High Street, retail, holiday, gym, entertainment, and leisure discounts. Financial Wellbeing : Access to our financial wellbeing hub and salary-deducted finance. Wellbeing Support : Employee assistance programme and wellbeing support. Inclusive Networks : Access to EDI networks and colleague cafes. Sustainable Travel : Cycle to work scheme and season ticket loans. Career Development : Ongoing training and support with opportunities for career progression. About the Role As a Service Delivery Assistant you will provide high quality and responsive administrative function for the National Contact Centre. Acting as the first point of contact for enquiries and supporting the wider team with general administrative duties. Key Responsibilities: Provide high quality administrative support to the team and service. Update and maintain manual and computerised database and case management systems and records in accordance with the service's internal policies/procedures and organisational standards. Manage incoming and outgoing mail and general queries into the National Contact Centre. Provide general office administration support which could include photocopying, filing, data entry, ordering of office supplies, processing invoices, raising purchase orders and minute taking at meetings. Liaising and communicating with key stakeholders, including internal and external contacts, such as the arrangement of Supervision sessions for staff. About You: Ideally, you will have a good understanding and knowledge of office systems and business support functions, as well as being a team player with a flexible approach You will need: Effective verbal/written communication and numerical skills. Ability to prioritise own workload and deal with competing demands in an organised and methodical manner. Excellent IT skills and experience of using all packages in the standard Microsoft Office suite and case management systems/databases. Excellent customer service skills with the ability to communicate sensitively and effectively both verbally and in writing with a wide range of individuals and audiences. Ability to work on own initiative and with minimal supervision to achieve deadlines. Excellent record keeping skills with a focus on quality and accuracy. About Us: Victim Support is an independent charity dedicated to supporting people affected by crime and traumatic incidents in England and Wales. We put them at the heart of our organisation and our support and campaigns are informed and shaped by them and their experiences. Victim Support are committed to recruiting with care and to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all staff and volunteers to share this commitment. Background checks and Disclosed Barring Service checks may be required. At Victim Support, we're proud to celebrate diversity and create a workplace where everyone feels they belong. We're committed to being an antiracist organisation, and we actively welcome applications from people of all backgrounds, including those from Black and Asian and other minoritised communities. As a Disability Confident Employer, we will offer an interview to disabled candidates who meet all essential criteria for a job where it is practicable to do so. We are also happy to make reasonable adjustments during the recruitment and selection process. How to apply: To apply for this role please follow the link below to the Jobs page on our website and complete the application form demonstrating how you meet the essential shortlisting criteria. We reserve the right to close this vacancy early, if we receive enough suitable applications to take forward to interview prior to the published closing date. If you have already registered & started an application, then we will contact you to advise of the amended closing date wherever possible.
Electronic Inspection Administrator
CMS - Recruitment Greenwich, London
Electronic Inspection Administrator Greenwich (SE10) Long term Contract START ASAP! £9.00 - £10.00p/h (+ free parking and access to on site gym facilities) 6am starts - 42.5 hours per week. We are recruiting for a multinational engineering company based in Greenwich, SE10 to support the manufacturing departments. We require an Excel and SAP administrator to help with the manufacturing paperwork and system databases. The successful candidate should have demonstrable experience of SAP, have a strong administration background and be looking for a role which will push them within a manufacturing and ESD protected environment. Daily tasks will include, but are not limited to: Working on the manufacturing shop floor, adhering to all ESD conditions. Data entry using Microsoft Excel Using Vlookups and pivot tables Use of in-house systems such as SAP (experience required) Skills required: Competent in the use of Microsoft programs and SAP Proficient in using Microsoft Excel Confident when chasing information and data from engineers Please note this is an ongoing contract role, working 42.5 hours per week and is based in Greenwich (SE10). With starts from 6am.
Dec 12, 2025
Full time
Electronic Inspection Administrator Greenwich (SE10) Long term Contract START ASAP! £9.00 - £10.00p/h (+ free parking and access to on site gym facilities) 6am starts - 42.5 hours per week. We are recruiting for a multinational engineering company based in Greenwich, SE10 to support the manufacturing departments. We require an Excel and SAP administrator to help with the manufacturing paperwork and system databases. The successful candidate should have demonstrable experience of SAP, have a strong administration background and be looking for a role which will push them within a manufacturing and ESD protected environment. Daily tasks will include, but are not limited to: Working on the manufacturing shop floor, adhering to all ESD conditions. Data entry using Microsoft Excel Using Vlookups and pivot tables Use of in-house systems such as SAP (experience required) Skills required: Competent in the use of Microsoft programs and SAP Proficient in using Microsoft Excel Confident when chasing information and data from engineers Please note this is an ongoing contract role, working 42.5 hours per week and is based in Greenwich (SE10). With starts from 6am.

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