Role: Practice Administrator Location: Brighton Hours: Monday - Friday, 9:30am - 5:30pm (1 hour lunch break) Pay: 26,000 - 29,000 per annum An excellent opportunity has arisen for a Practice Administrator to join one of our clients based in Brighton . The business provides professional financial advice to a diverse client base across a range of planning and investment areas. The practice has built a strong reputation over a number of years, developing a loyal client base and continuing to grow steadily. Benefits 26,000 - 29,000 basic salary Pension Opportunity to join a well-established practice The Requirements Previous experience in an administration or PA role within a financial advice or wealth management business Experience working within a partner financial planning practice is advantageous Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) Experience using CRM or client management systems (e.g. Salesforce) beneficial Strong written and verbal communication skills with excellent client interaction Highly organised with strong attention to detail Ability to manage competing priorities and work to deadlines Self-motivated with a proactive, positive attitude Comfortable working independently and taking initiative The Role Greeting clients and supporting them ahead of meetings with the Financial Adviser Managing the adviser's diary, arranging and coordinating client appointments Preparing client welcome packs and review documentation Maintaining and updating client records on internal systems and CRM platforms Preparing and obtaining quotations and illustrations from product providers Processing applications accurately and preparing relevant pre- and post-sale documentation Sending and following up letters of authority with financial institutions Assisting with fund switches and withdrawal requests Drafting basic suitability reports for reviews and simple advice cases Producing investment performance charts and supporting analysis where required Liaising with clients and external contacts via telephone and email Providing general administrative support including filing, scanning and document preparation Supporting the organisation of client events Maintaining office supplies and supporting the smooth day-to-day running of the office If you're keen to join an exceptional team who can offer a supportive environment within a well-established and growing practice , then please apply to this Practice Administrator role below or call Jamie Watson on (phone number removed) between 9:00am - 5:30pm .
Mar 11, 2026
Full time
Role: Practice Administrator Location: Brighton Hours: Monday - Friday, 9:30am - 5:30pm (1 hour lunch break) Pay: 26,000 - 29,000 per annum An excellent opportunity has arisen for a Practice Administrator to join one of our clients based in Brighton . The business provides professional financial advice to a diverse client base across a range of planning and investment areas. The practice has built a strong reputation over a number of years, developing a loyal client base and continuing to grow steadily. Benefits 26,000 - 29,000 basic salary Pension Opportunity to join a well-established practice The Requirements Previous experience in an administration or PA role within a financial advice or wealth management business Experience working within a partner financial planning practice is advantageous Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) Experience using CRM or client management systems (e.g. Salesforce) beneficial Strong written and verbal communication skills with excellent client interaction Highly organised with strong attention to detail Ability to manage competing priorities and work to deadlines Self-motivated with a proactive, positive attitude Comfortable working independently and taking initiative The Role Greeting clients and supporting them ahead of meetings with the Financial Adviser Managing the adviser's diary, arranging and coordinating client appointments Preparing client welcome packs and review documentation Maintaining and updating client records on internal systems and CRM platforms Preparing and obtaining quotations and illustrations from product providers Processing applications accurately and preparing relevant pre- and post-sale documentation Sending and following up letters of authority with financial institutions Assisting with fund switches and withdrawal requests Drafting basic suitability reports for reviews and simple advice cases Producing investment performance charts and supporting analysis where required Liaising with clients and external contacts via telephone and email Providing general administrative support including filing, scanning and document preparation Supporting the organisation of client events Maintaining office supplies and supporting the smooth day-to-day running of the office If you're keen to join an exceptional team who can offer a supportive environment within a well-established and growing practice , then please apply to this Practice Administrator role below or call Jamie Watson on (phone number removed) between 9:00am - 5:30pm .
Role JP Morgan Personal Investing is expanding their personal pension offering as part of an ambitious growth agenda over the next 18 months. The existing pension operations team tasks cover transfers in, contributions and drawdown but as the pension provider they primarily enable those and other tasks to be executed by a third-party administrator. We are transitioning to become a full digital personal pension scheme operator and will be bringing the full range of pension operations tasks in-house. You will be expected to directly support the Product team in leading new operations process design; restructure and grow the pension operations team then transition that team to a new pension platform, all during BAU. The role offers leadership opportunities from an early stage. We are looking for a personal pensions operations specialist with deep expertise in delivering, consulting on or directly managing personal pension operations including cash transfers, contributions, crystallisation, drawdown and organizational governance while ensuring regulatory compliance through controls and second line. Ideally you will have team leadership skills to draw on, the curiosity to find solutions to complex problems and the motivation, courage and will to resolve them. Job responsibilities Work with business partners to design, introduce new or re-engineer existing processes and business applications to fulfil all operational tasks expected of a personal pension operator. Structure, expand, upskill then lead the pensions operations team. Support the implementation of strategic change initiatives to develop our offering and enhance service delivery. Support then deliver BAU team activity. Required qualifications, capabilities, and skills Experience delivering and / or consulting on pension operations ideally in personal pensions / SIPPs. Experience with occupational DC schemes will be considered. End to end project management experience including scoping, business case development, implementation and change management. Demonstrable experience in leading teams and coaching and developing team members, particularly through periods of significant change. Ability to deal with different internal and external stakeholder groups to elicit business requirements, procedures and processes. Good understanding of business risk and its management. Willing to work in the office on a full time basis. Preferred qualifications, capabilities, and skills Familiarity with Origo cash transfers. Familiarity with Salesforce or other CRM systems. This is not a Product role but a basic understanding of the Prod / Tech lifecycle would be useful. Some background in process improvement through automation / AI / other intelligent solutions would be useful.
Feb 27, 2026
Full time
Role JP Morgan Personal Investing is expanding their personal pension offering as part of an ambitious growth agenda over the next 18 months. The existing pension operations team tasks cover transfers in, contributions and drawdown but as the pension provider they primarily enable those and other tasks to be executed by a third-party administrator. We are transitioning to become a full digital personal pension scheme operator and will be bringing the full range of pension operations tasks in-house. You will be expected to directly support the Product team in leading new operations process design; restructure and grow the pension operations team then transition that team to a new pension platform, all during BAU. The role offers leadership opportunities from an early stage. We are looking for a personal pensions operations specialist with deep expertise in delivering, consulting on or directly managing personal pension operations including cash transfers, contributions, crystallisation, drawdown and organizational governance while ensuring regulatory compliance through controls and second line. Ideally you will have team leadership skills to draw on, the curiosity to find solutions to complex problems and the motivation, courage and will to resolve them. Job responsibilities Work with business partners to design, introduce new or re-engineer existing processes and business applications to fulfil all operational tasks expected of a personal pension operator. Structure, expand, upskill then lead the pensions operations team. Support the implementation of strategic change initiatives to develop our offering and enhance service delivery. Support then deliver BAU team activity. Required qualifications, capabilities, and skills Experience delivering and / or consulting on pension operations ideally in personal pensions / SIPPs. Experience with occupational DC schemes will be considered. End to end project management experience including scoping, business case development, implementation and change management. Demonstrable experience in leading teams and coaching and developing team members, particularly through periods of significant change. Ability to deal with different internal and external stakeholder groups to elicit business requirements, procedures and processes. Good understanding of business risk and its management. Willing to work in the office on a full time basis. Preferred qualifications, capabilities, and skills Familiarity with Origo cash transfers. Familiarity with Salesforce or other CRM systems. This is not a Product role but a basic understanding of the Prod / Tech lifecycle would be useful. Some background in process improvement through automation / AI / other intelligent solutions would be useful.
Senior Salesforce CRM Consultant- 58,000 (London) 53,500 (Remote) - Flexible (Remote Available) The Opportunity Yolk Recruitment Public Sector & Not-for-Profit team are working closely with an incredibly worthwhile charity that empowers not-for-profits to support some of the most vulnerable members of our society. They are looking for an experienced Senior Salesforce CRM Administrator, who has experience upskilling more junior members of the team and working with clients to gather requirements for Salesforce customisations. What the Senior Salesforce CRM Consultant will be doing You will be providing second and third line technical support to the CRM users, while keeping up to date with Salesforce developments. Scope projects and assist with other pre-sales activities Work with customers to gather requirements, analyse business processes and facilitate workshops and planning meetings Provide technical support and assistance to users, ensuring that service agreement support targets are achieved. Support, develop and potentially line manage Consultants and Associates, What the successful Senior Salesforce CRM Consultant will bring to the team You will be an experienced Senior Salesforce CRM Administrator who holds the ADM201 certification, and is comfortable working with internal and external stakeholders. In-depth knowledge of Salesforce system administration and product range Strong business and system analysis skill set with high level skills and experience in the delivery of IT systems At least three years administering and designing Salesforce CRM systems Experience of business analysis in the voluntary or public sector including running workshops for staff at all levels to identify business requirements Here's What You'll Get in Return Salary of up to 58,000 Flexible working arrangements Generous Holiday Allowances - 30 days PLUS bank holidays Employee assistance and training programmes Think this one's for you If you think this Senior Salesforce CRM Consultant opportunity is for you then please apply online. Yolk Public Sector & Not-for-Profit team works with organisations across the UK to fulfil their recruitment needs and to achieve their D&I objectives. We recruit temporary, contract and permanent hires for 1 off specialist needs or for volume campaigns. We support our applicants to navigate the public sector recruitment processes and secure their dream jobs. Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work.
Feb 25, 2026
Full time
Senior Salesforce CRM Consultant- 58,000 (London) 53,500 (Remote) - Flexible (Remote Available) The Opportunity Yolk Recruitment Public Sector & Not-for-Profit team are working closely with an incredibly worthwhile charity that empowers not-for-profits to support some of the most vulnerable members of our society. They are looking for an experienced Senior Salesforce CRM Administrator, who has experience upskilling more junior members of the team and working with clients to gather requirements for Salesforce customisations. What the Senior Salesforce CRM Consultant will be doing You will be providing second and third line technical support to the CRM users, while keeping up to date with Salesforce developments. Scope projects and assist with other pre-sales activities Work with customers to gather requirements, analyse business processes and facilitate workshops and planning meetings Provide technical support and assistance to users, ensuring that service agreement support targets are achieved. Support, develop and potentially line manage Consultants and Associates, What the successful Senior Salesforce CRM Consultant will bring to the team You will be an experienced Senior Salesforce CRM Administrator who holds the ADM201 certification, and is comfortable working with internal and external stakeholders. In-depth knowledge of Salesforce system administration and product range Strong business and system analysis skill set with high level skills and experience in the delivery of IT systems At least three years administering and designing Salesforce CRM systems Experience of business analysis in the voluntary or public sector including running workshops for staff at all levels to identify business requirements Here's What You'll Get in Return Salary of up to 58,000 Flexible working arrangements Generous Holiday Allowances - 30 days PLUS bank holidays Employee assistance and training programmes Think this one's for you If you think this Senior Salesforce CRM Consultant opportunity is for you then please apply online. Yolk Public Sector & Not-for-Profit team works with organisations across the UK to fulfil their recruitment needs and to achieve their D&I objectives. We recruit temporary, contract and permanent hires for 1 off specialist needs or for volume campaigns. We support our applicants to navigate the public sector recruitment processes and secure their dream jobs. Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work.
Salesforce CRM Consultant- 38,500 (London) 34,500 (Non-London) - Flexible (Remote Available) The Opportunity Yolk Recruitment Public Sector & Not-for-Profit team are working closely with an incredibly worthwhile charity that supports some of the most in need people and other organisations. They are looking for an experienced Salesforce CRM Administrator, who has the Salesforce ADM201 certification and good excel skills. What the Salesforce CRM Consultant will be doing You will be providing first and second line technical support to the CRM users, while keeping up to date with Salesforce developments. First and Second Line Technical Support Project work surrounding the Salesforce CRM Assist in the day to day running of the CRM Maintain an up to date knowledge base of Salesforce advances What the successful Salesforce CRM Consultant will bring to the team You will be an experienced Salesforce CRM Administrator who holds the ADM201 certification, and is comfortable using the MS Office suite. 1 year experience working with Salesforce Systems ADM201 Certification Competent Excel skills Ability to analyse customer needs and business requirements Here's What You'll Get in Return Salary of up to 38,500 Flexible working arrangements Generous Holiday Allowances - 30 days PLUS bank holidays Employee assistance and training programmes Think this one's for you If you think this Salesforce CRM Consultant opportunity is for you then please apply online. Yolk Public Sector & Not-for-Profit team works with organisations across the UK to fulfil their recruitment needs and to achieve their D&I objectives. We recruit temporary, contract and permanent hires for 1 off specialist needs or for volume campaigns. We support our applicants to navigate the public sector recruitment processes and secure their dream jobs. Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work.
Feb 20, 2026
Full time
Salesforce CRM Consultant- 38,500 (London) 34,500 (Non-London) - Flexible (Remote Available) The Opportunity Yolk Recruitment Public Sector & Not-for-Profit team are working closely with an incredibly worthwhile charity that supports some of the most in need people and other organisations. They are looking for an experienced Salesforce CRM Administrator, who has the Salesforce ADM201 certification and good excel skills. What the Salesforce CRM Consultant will be doing You will be providing first and second line technical support to the CRM users, while keeping up to date with Salesforce developments. First and Second Line Technical Support Project work surrounding the Salesforce CRM Assist in the day to day running of the CRM Maintain an up to date knowledge base of Salesforce advances What the successful Salesforce CRM Consultant will bring to the team You will be an experienced Salesforce CRM Administrator who holds the ADM201 certification, and is comfortable using the MS Office suite. 1 year experience working with Salesforce Systems ADM201 Certification Competent Excel skills Ability to analyse customer needs and business requirements Here's What You'll Get in Return Salary of up to 38,500 Flexible working arrangements Generous Holiday Allowances - 30 days PLUS bank holidays Employee assistance and training programmes Think this one's for you If you think this Salesforce CRM Consultant opportunity is for you then please apply online. Yolk Public Sector & Not-for-Profit team works with organisations across the UK to fulfil their recruitment needs and to achieve their D&I objectives. We recruit temporary, contract and permanent hires for 1 off specialist needs or for volume campaigns. We support our applicants to navigate the public sector recruitment processes and secure their dream jobs. Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work.
Service Desk Administrator Permanent Uxbridge/Hybrid working after probation £30,000 This is a brilliant opportunity for a candidate with supreme office administration/customer service experience, ideally working with Engineers. Working for a business who have a fantastic company culture and is highly supportive, you will work in the Customer Care Team taking calls regarding Engineer attendance. This role sits within the company s service team so candidates will need to have excellent telephone manner and 5 customer service skills, as well as strong data entry skills. Role requirements: Respond to emails received in the service inbox Creating quotes Closing service reports Creating and managing returns Manage stock adjustments Creating contracts Logging calls for Engineers attendance Candidate requirements: Strong customer service skills Good data entry skills Highly organised and able to work in a fast-paced environment Working knowledge of Salesforce and MS Excel would be advantageous What You Need to Do Now: If this sounds like the role for you, don t wait - apply today with your up-to-date CV! If it s not quite right for you but you know someone perfect, refer them to us and receive a £100 voucher when they re placed and pass their probation period (terms apply). Visit our website to read more about our Double the Reward scheme in our blog. Due to the high number of applications, if you have not heard from us within 48 hours, please assume your application has been unsuccessful. A little more about us: We are Top Flight Recruitment Ltd (trading as Uxbridge Employment Agency and Windsor Employment Agency), and act as an Employment Agency when advertising permanent roles and as an Employment Business when advertising temporary or contract roles. All vacancies are advertised with written instruction from our clients. Where salaries or rates of pay are quoted, the nature of the work, location, and minimum experience, training or qualifications required are stated within the advert. We never charge fees to work-seekers, and all recruitment is carried out in line with the Conduct of Employment Agencies and Employment Businesses Regulations 2003. We take your privacy seriously. Please see our website for our full Data Privacy Notice
Feb 17, 2026
Full time
Service Desk Administrator Permanent Uxbridge/Hybrid working after probation £30,000 This is a brilliant opportunity for a candidate with supreme office administration/customer service experience, ideally working with Engineers. Working for a business who have a fantastic company culture and is highly supportive, you will work in the Customer Care Team taking calls regarding Engineer attendance. This role sits within the company s service team so candidates will need to have excellent telephone manner and 5 customer service skills, as well as strong data entry skills. Role requirements: Respond to emails received in the service inbox Creating quotes Closing service reports Creating and managing returns Manage stock adjustments Creating contracts Logging calls for Engineers attendance Candidate requirements: Strong customer service skills Good data entry skills Highly organised and able to work in a fast-paced environment Working knowledge of Salesforce and MS Excel would be advantageous What You Need to Do Now: If this sounds like the role for you, don t wait - apply today with your up-to-date CV! If it s not quite right for you but you know someone perfect, refer them to us and receive a £100 voucher when they re placed and pass their probation period (terms apply). Visit our website to read more about our Double the Reward scheme in our blog. Due to the high number of applications, if you have not heard from us within 48 hours, please assume your application has been unsuccessful. A little more about us: We are Top Flight Recruitment Ltd (trading as Uxbridge Employment Agency and Windsor Employment Agency), and act as an Employment Agency when advertising permanent roles and as an Employment Business when advertising temporary or contract roles. All vacancies are advertised with written instruction from our clients. Where salaries or rates of pay are quoted, the nature of the work, location, and minimum experience, training or qualifications required are stated within the advert. We never charge fees to work-seekers, and all recruitment is carried out in line with the Conduct of Employment Agencies and Employment Businesses Regulations 2003. We take your privacy seriously. Please see our website for our full Data Privacy Notice
