Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Bristol 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 OurWellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. 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.
Jan 09, 2026
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Bristol 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 OurWellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. 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.
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.
Jan 09, 2026
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.
Senior Operational Due Diligence Analyst page is loaded Senior Operational Due Diligence Analystlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: R-03679# Business Unit:Compliance, Risk and Internal Audit# Job Description: Role Summary Every day, we seek to improve financial security for people. Joining our team means you will be a part of a passionate and supportive team that believes what we do matters to our clients and investors. The Operational Due Diligence Senior Analyst will identify and assess operational risk factors at prospective and currently funded traditional and alternative (hedge fund, private equity, private real estate, infrastructure) investment managers through the performance of operational due diligence reviews. The responsibilities of the individual in this position include: Evaluating business, compliance, and operational risks associated with traditional and alternative investment managers relative to the scope of the Global Manager Operational Due Diligence (GMODD) program requirements by conducting desktop and/or on-site reviews of investment managers globally. Conducting/Leading due diligence reviews focusing on several areas including, but not limited to: organizational structure, regulatory compliance, legal entity risks, fund structure risks, allocation policy, valuation policy, cash and collateral management, trading infrastructure, asset monitoring, information technology, background checks, and third-party service providers (e.g., administrator, prime broker, custodian, auditor). Obtaining and analysing investment manager documentation including offering memorandums, fund formation documents, deal documents, financial statements, regulatory filings, due diligence questionnaires, policies and procedures. Identifying key areas of operational risk and confirming that the manager has completed associated remediation actions and/or implemented appropriate mitigating controls. Preparing written reports for internal and external distribution, documenting the due diligence performed, findings and recommendations to support conclusions. Communicating summary conclusions to internally interested parties and conducting follow-up with investment managers on any recommendations or risk findings, as needed. Maintaining and tracking remediation/action plans with managers; escalating material issues to Investment, Legal, Compliance, and Operational Risk and presenting at the appropriate governance forums. Ensuring records management/data systems are maintained and up to date. Proactively identifying and supporting efforts/projects to evolve the team's practice in operational due diligence. Contributing to client deliverables including ODD sections of due diligence reports, RFPs/RFIs and responses to client operational questionnaires; supporting client meetings as subject-matter expert. Staying current with industry best practices and key events across applicable areas (e.g., regulatory, technology/systems, trading). The successful candidate will have extensive demonstrable skills and experiences including the following: Bachelor's Degree in a relevant field (or equivalent experience / qualification) required; MBA or CFA preferred. Significant experience in Business Analyst, Operations, Internal Audit or Compliance role within financial services, including Operational Due Diligence experience. Knowledge of private equity/real estate/hedge fund strategies and trading, valuation and industry best practices is preferred. Experience in private markets operational due diligence (ODD), along with strong understanding of the regulatory framework in the UK. Ability to articulate concerns/issues effectively to internal and external senior investment management professionals and compliance professionals. Demonstrated initiative to work independently and engage, undirected, in execution of responsibilities. Strong attention to detail; ability to consume and triangulate information and data from multiple sources and reconcile conflicts. Ability to support ongoing reviews and lead ad hoc projects while meeting deadlines; ability to multi task and prioritize multiple projects efficiently. Excellent communication skills (oral and written) required. Excellent interpersonal skills integrating tact and diplomacy required. Ability to professionally represent the firm required. Strong collaboration and team skills. Proficient in Microsoft Office; project management and coding skills are preferred. Practical familiarity with generative AI tools (e.g., large language models) for document review and workflow efficiency is preferred. Familiarity with various global regulatory and compliance regimes, rules, and regulations preferred. Familiarity with investment best practices across operations, accounting, technology, and compliance preferred. Willingness and ability for domestic and international travel. (<15%)
Jan 09, 2026
Full time
Senior Operational Due Diligence Analyst page is loaded Senior Operational Due Diligence Analystlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: R-03679# Business Unit:Compliance, Risk and Internal Audit# Job Description: Role Summary Every day, we seek to improve financial security for people. Joining our team means you will be a part of a passionate and supportive team that believes what we do matters to our clients and investors. The Operational Due Diligence Senior Analyst will identify and assess operational risk factors at prospective and currently funded traditional and alternative (hedge fund, private equity, private real estate, infrastructure) investment managers through the performance of operational due diligence reviews. The responsibilities of the individual in this position include: Evaluating business, compliance, and operational risks associated with traditional and alternative investment managers relative to the scope of the Global Manager Operational Due Diligence (GMODD) program requirements by conducting desktop and/or on-site reviews of investment managers globally. Conducting/Leading due diligence reviews focusing on several areas including, but not limited to: organizational structure, regulatory compliance, legal entity risks, fund structure risks, allocation policy, valuation policy, cash and collateral management, trading infrastructure, asset monitoring, information technology, background checks, and third-party service providers (e.g., administrator, prime broker, custodian, auditor). Obtaining and analysing investment manager documentation including offering memorandums, fund formation documents, deal documents, financial statements, regulatory filings, due diligence questionnaires, policies and procedures. Identifying key areas of operational risk and confirming that the manager has completed associated remediation actions and/or implemented appropriate mitigating controls. Preparing written reports for internal and external distribution, documenting the due diligence performed, findings and recommendations to support conclusions. Communicating summary conclusions to internally interested parties and conducting follow-up with investment managers on any recommendations or risk findings, as needed. Maintaining and tracking remediation/action plans with managers; escalating material issues to Investment, Legal, Compliance, and Operational Risk and presenting at the appropriate governance forums. Ensuring records management/data systems are maintained and up to date. Proactively identifying and supporting efforts/projects to evolve the team's practice in operational due diligence. Contributing to client deliverables including ODD sections of due diligence reports, RFPs/RFIs and responses to client operational questionnaires; supporting client meetings as subject-matter expert. Staying current with industry best practices and key events across applicable areas (e.g., regulatory, technology/systems, trading). The successful candidate will have extensive demonstrable skills and experiences including the following: Bachelor's Degree in a relevant field (or equivalent experience / qualification) required; MBA or CFA preferred. Significant experience in Business Analyst, Operations, Internal Audit or Compliance role within financial services, including Operational Due Diligence experience. Knowledge of private equity/real estate/hedge fund strategies and trading, valuation and industry best practices is preferred. Experience in private markets operational due diligence (ODD), along with strong understanding of the regulatory framework in the UK. Ability to articulate concerns/issues effectively to internal and external senior investment management professionals and compliance professionals. Demonstrated initiative to work independently and engage, undirected, in execution of responsibilities. Strong attention to detail; ability to consume and triangulate information and data from multiple sources and reconcile conflicts. Ability to support ongoing reviews and lead ad hoc projects while meeting deadlines; ability to multi task and prioritize multiple projects efficiently. Excellent communication skills (oral and written) required. Excellent interpersonal skills integrating tact and diplomacy required. Ability to professionally represent the firm required. Strong collaboration and team skills. Proficient in Microsoft Office; project management and coding skills are preferred. Practical familiarity with generative AI tools (e.g., large language models) for document review and workflow efficiency is preferred. Familiarity with various global regulatory and compliance regimes, rules, and regulations preferred. Familiarity with investment best practices across operations, accounting, technology, and compliance preferred. Willingness and ability for domestic and international travel. (<15%)
Our client is a world-class aerospace material supplier, providing a comprehensive range of products tailored for the Aviation Maintenance, Repair, and Overhaul (MRO) sector. With rapid growth driven by recent investment, they are expanding their team and are looking for a Sales and Customer Success Representative to be based at offices near St Albans, Hertfordshire On Offer: 37.5 Hours a week with flexible start and finish times between 6am and 7pm Monday - Friday Offering a salary up to £40K dependant on skills and experience with an OTE of £45K+ along with an annual discretionary bonus 22 days annual leave plus bank holidays (increasing by 1 day at years 3, 5, and 7). This changes to 25days after successful completion of probation. Hybrid working (1 day per week from home after 8 10 weeks of onboarding and training) Recommend-a-friend scheme (£1,000 after a successful referral passes probation) Quarterly team dinners, a summer team activity, and a Christmas party Enhanced parental leave (2 weeks at full pay for both maternity and paternity) with Life assurance at 2x base salary (following 3 months of service) Onsite parking Main Purpose of the Sales and Customer Success Representative Serving as a point of contact for customers with queries relating to products, orders and deliveries and provide support for sales team. The ideal candidate is goal-oriented and has a deep knowledge of customer service best practices. Ultimately, you should be able to contribute to high quality customer service and achieve challenging sales targets. Win sales orders while ensuring that the maximum values are obtained for the company as part of the quoting and sales process Support the achievements and growth of sales goals and objectives Ensure that goods are correctly entered on sales orders and on time as quoted to customers and submit regular reports of non-conformity to the Quality Team Ensure that a high level of customer service is given to all customers A high-pressure job; which requires extreme focus, dedication and stamina, you are expected to work out of office hours when required Any other duties assigned by the management; where appropriate Duties & Responsibilities of the Sales and Customer Success Representative Selling multiple product lines to customers Sales orders entering and managing orders Quotations - creating and sending quotes to customers Communicate important feedback from customers internally To aid the company to meet sales targets and report any deviations Stay up-to-date with new products and features Maintain and update sales and customer records Purchasing as and when required to create and send new orders to our suppliers To Be Considered for the Sales and Customer Success Representative Proven work experience as a Sales support or Sales administrator with the ability to sell Experience in the aerospace industry is an advantage. Other industries such as Automotive, Pharmaceuticals can be considered Strong mathematical, analytical and problem solving skills Understanding of sales performance metrics Excellent organizational and multitasking skills with attention to detail with good communication skills, both verbal and written Project and time management skills and ability to work under strict deadlines Bachelor s degree in aerospace industry or a related discipline, will accept applicants who do not have degrees but have a few years of experience with sales Certification in sales, marketing or relevant field is a plus For more details, please contact Willis Global a leading Recruitment Consultancy for the Aviation & Aerospace sector.
Jan 09, 2026
Full time
Our client is a world-class aerospace material supplier, providing a comprehensive range of products tailored for the Aviation Maintenance, Repair, and Overhaul (MRO) sector. With rapid growth driven by recent investment, they are expanding their team and are looking for a Sales and Customer Success Representative to be based at offices near St Albans, Hertfordshire On Offer: 37.5 Hours a week with flexible start and finish times between 6am and 7pm Monday - Friday Offering a salary up to £40K dependant on skills and experience with an OTE of £45K+ along with an annual discretionary bonus 22 days annual leave plus bank holidays (increasing by 1 day at years 3, 5, and 7). This changes to 25days after successful completion of probation. Hybrid working (1 day per week from home after 8 10 weeks of onboarding and training) Recommend-a-friend scheme (£1,000 after a successful referral passes probation) Quarterly team dinners, a summer team activity, and a Christmas party Enhanced parental leave (2 weeks at full pay for both maternity and paternity) with Life assurance at 2x base salary (following 3 months of service) Onsite parking Main Purpose of the Sales and Customer Success Representative Serving as a point of contact for customers with queries relating to products, orders and deliveries and provide support for sales team. The ideal candidate is goal-oriented and has a deep knowledge of customer service best practices. Ultimately, you should be able to contribute to high quality customer service and achieve challenging sales targets. Win sales orders while ensuring that the maximum values are obtained for the company as part of the quoting and sales process Support the achievements and growth of sales goals and objectives Ensure that goods are correctly entered on sales orders and on time as quoted to customers and submit regular reports of non-conformity to the Quality Team Ensure that a high level of customer service is given to all customers A high-pressure job; which requires extreme focus, dedication and stamina, you are expected to work out of office hours when required Any other duties assigned by the management; where appropriate Duties & Responsibilities of the Sales and Customer Success Representative Selling multiple product lines to customers Sales orders entering and managing orders Quotations - creating and sending quotes to customers Communicate important feedback from customers internally To aid the company to meet sales targets and report any deviations Stay up-to-date with new products and features Maintain and update sales and customer records Purchasing as and when required to create and send new orders to our suppliers To Be Considered for the Sales and Customer Success Representative Proven work experience as a Sales support or Sales administrator with the ability to sell Experience in the aerospace industry is an advantage. Other industries such as Automotive, Pharmaceuticals can be considered Strong mathematical, analytical and problem solving skills Understanding of sales performance metrics Excellent organizational and multitasking skills with attention to detail with good communication skills, both verbal and written Project and time management skills and ability to work under strict deadlines Bachelor s degree in aerospace industry or a related discipline, will accept applicants who do not have degrees but have a few years of experience with sales Certification in sales, marketing or relevant field is a plus For more details, please contact Willis Global a leading Recruitment Consultancy for the Aviation & Aerospace sector.
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job CategoryCustomer SuccessJob Details About Salesforce Salesforce is the AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.The Customer Success team within Signature Success is looking for a driven and customer-focused Customer Success Manager (CSM) to serve as a primary contact point for Salesforce's largest and highest-profile customers. You will have responsibility for partnering with a small number of assigned accounts, maintaining a continual focus on the customer's business goals to improve their overall technical and operational health and realize the maximum value out of their Salesforce investment. The Customer Success Manager maintains awareness of the customer's key events, needs, potential risks, and value drivers. As a trusted advisor, the CSM will build a track record in customer success through superb communication with partners and extensive knowledge of the Salesforce platform to translate their business needs to solutions. You will forge relationships with your customers and account teams, develop a deep technical understanding of their Salesforce implementation, share standard methodologies, and adoption of proactive services. These activities will enable you to proactively set the customer up for success through optimization of the platform, with special care during critically important peak events. As a CSM, you will occasionally act as a point of contact for any major incidents, owning the customer's expectations and communications through the resolution of such incidents. The CSM acts as the technical main interface on behalf of our customers and works closely across both internal and external collaborators, including partners and ISVs, as required to address the customer needs. The ideal CSM has an extraordinary focus on the success of the customer, is an exceptional communicator, exhibits professionalism, is dedicated to meeting and exceeding expectations, enjoys forming relationships, has excellent collaboration skills, and has the ability to learn new technologies quickly. Your Impact Serve as the single point of customer accountability responsible for the orchestration of all Signature deliverables, experience, renewal, and expansion. Cultivate and maintain stakeholder relationships with the customer's IT and business executive leadership, sponsors, and decision-makers within customer organizations that have purchased Signature. Help your customers achieve their business goals and outcomes on the Salesforce platform by: Coordinating the completion of the Signature Success catalog of services as required for your customer Providing timely, proactive Salesforce feature guidance based on the areas of interest for your customer Acting as an advisor to your customers for the adoption of new features of Salesforce's annual release schedules and identifying potential challenges and risks to your customer's implementation Communicate the value of Signature Success. Be accountable for ensuring all collaborators understand this value so that customers continue to renew Signature Success. Act as an advocate for customers during the triage and resolution of high-severity cases to assist with the timely resolution of these issues. Proactive Support & Enhancement: Conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement. Internal Relationship Building: Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities. The CSM may be required to occasionally be available for some after-hour or weekend coverage depending on the customer's need. Evolution of Roles: Anticipate and adapt to role changes per evolving Salesforce needs. Minimum Skills: Experienced professional with 8+ years of relevant industry expertise in Technical Customer Success, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture. Exceptional English communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organization, including executive and C-level. Skills for analyzing technical concepts, translating them into business terms, and mapping business requirements into technical features. Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners. Knowledge of software development process and design methodologies. Experience leading efforts of cross-functional teams to facilitate the resolution or disposition of customer needs or projects. Preferred Requirements: +2 years in the Salesforce Ecosystem. Salesforce product certifications are a plus ( Administrator , Advanced Administrator, Platform App Builder, Service Cloud Consultant, Sales Cloud Consultant ). Knowledge of Salesforce products and features, capabilities, best use, and how to deploy. Degree or equivalent experience required. Experience will be evaluated based on the strengths you'll need for the role (e.g. demonstrated behaviors in previous jobs, that align to role needs such as extracurricular leadership roles, military experience, volunteer roles, work experience, etc.) Please note: This position requires the flexibility to travel to the London office 3 days a week. Unleash Your PotentialWhen you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best . Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.AccommodationsIf you require assistance due to a disability applying for open positions please submit a request via this .We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.Posting StatementAny employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits,
Jan 09, 2026
Full time
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job CategoryCustomer SuccessJob Details About Salesforce Salesforce is the AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.The Customer Success team within Signature Success is looking for a driven and customer-focused Customer Success Manager (CSM) to serve as a primary contact point for Salesforce's largest and highest-profile customers. You will have responsibility for partnering with a small number of assigned accounts, maintaining a continual focus on the customer's business goals to improve their overall technical and operational health and realize the maximum value out of their Salesforce investment. The Customer Success Manager maintains awareness of the customer's key events, needs, potential risks, and value drivers. As a trusted advisor, the CSM will build a track record in customer success through superb communication with partners and extensive knowledge of the Salesforce platform to translate their business needs to solutions. You will forge relationships with your customers and account teams, develop a deep technical understanding of their Salesforce implementation, share standard methodologies, and adoption of proactive services. These activities will enable you to proactively set the customer up for success through optimization of the platform, with special care during critically important peak events. As a CSM, you will occasionally act as a point of contact for any major incidents, owning the customer's expectations and communications through the resolution of such incidents. The CSM acts as the technical main interface on behalf of our customers and works closely across both internal and external collaborators, including partners and ISVs, as required to address the customer needs. The ideal CSM has an extraordinary focus on the success of the customer, is an exceptional communicator, exhibits professionalism, is dedicated to meeting and exceeding expectations, enjoys forming relationships, has excellent collaboration skills, and has the ability to learn new technologies quickly. Your Impact Serve as the single point of customer accountability responsible for the orchestration of all Signature deliverables, experience, renewal, and expansion. Cultivate and maintain stakeholder relationships with the customer's IT and business executive leadership, sponsors, and decision-makers within customer organizations that have purchased Signature. Help your customers achieve their business goals and outcomes on the Salesforce platform by: Coordinating the completion of the Signature Success catalog of services as required for your customer Providing timely, proactive Salesforce feature guidance based on the areas of interest for your customer Acting as an advisor to your customers for the adoption of new features of Salesforce's annual release schedules and identifying potential challenges and risks to your customer's implementation Communicate the value of Signature Success. Be accountable for ensuring all collaborators understand this value so that customers continue to renew Signature Success. Act as an advocate for customers during the triage and resolution of high-severity cases to assist with the timely resolution of these issues. Proactive Support & Enhancement: Conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement. Internal Relationship Building: Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities. The CSM may be required to occasionally be available for some after-hour or weekend coverage depending on the customer's need. Evolution of Roles: Anticipate and adapt to role changes per evolving Salesforce needs. Minimum Skills: Experienced professional with 8+ years of relevant industry expertise in Technical Customer Success, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture. Exceptional English communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organization, including executive and C-level. Skills for analyzing technical concepts, translating them into business terms, and mapping business requirements into technical features. Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners. Knowledge of software development process and design methodologies. Experience leading efforts of cross-functional teams to facilitate the resolution or disposition of customer needs or projects. Preferred Requirements: +2 years in the Salesforce Ecosystem. Salesforce product certifications are a plus ( Administrator , Advanced Administrator, Platform App Builder, Service Cloud Consultant, Sales Cloud Consultant ). Knowledge of Salesforce products and features, capabilities, best use, and how to deploy. Degree or equivalent experience required. Experience will be evaluated based on the strengths you'll need for the role (e.g. demonstrated behaviors in previous jobs, that align to role needs such as extracurricular leadership roles, military experience, volunteer roles, work experience, etc.) Please note: This position requires the flexibility to travel to the London office 3 days a week. Unleash Your PotentialWhen you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best . Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.AccommodationsIf you require assistance due to a disability applying for open positions please submit a request via this .We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.Posting StatementAny employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits,
Trust Administrator / Senior Administrator Department: Trust Employment Type: Permanent Location: Guernsey Reporting To: Assistant Trust Manager Description Who we are: Saffery Trust is a director led firm of individually expert, collectively exceptional people. We help clients optimise their personal and business wealth and create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long term. Established in Guernsey in 1977, we are one of the largest independent private client firms on the island. As an accredited STEP Platinum Employer Partner, we offer great benefits, including: a competitive salary flexible working and dress for your day policies full financial support and study leave for professional development top level health insurance for our people annual performance based bonuses e bikes free for staff use and opportunities to take part in green initiatives regular sports and social events as well as opportunities to support local charities The role We're looking for an enthusiastic Trust Administrator / Senior Administrator who demonstrates our core values and wants to build a rewarding career delivering client service excellence. This role is a permanent contract, working within a trust and corporate services team to support high net worth individuals and their families. The responsibilities You'll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including: Administrator Assisting with the set up and maintenance of client information in the database; and statutory records including minutes of directors and shareholders meetings, and trustee resolutions. Completing the day to day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements. Assisting with the opening and closing of entity bank accounts and reviewing incoming funds into client bank accounts, working towards becoming competent in liaising with bankers over remittance of money, deposit accounts, investment transactions and settlement instructions. Preparing emails and routing through to senior team members in readiness for sending, taking telephone messages and carrying out call backs. Preparing routine investment review minutes. Developing an understanding of the firm's policies and procedures and how they impact day to day work. Developing an awareness of tax and taking note of warning messages while gaining knowledge on the formation of legal entities and trusts. Updating the time keeping system in line with expectations and striving to meet utilisation targets. Senior Administrator Setting up and maintaining the client information database and statutory records including minutes of directors and shareholders meetings, and trustee resolutions. Completing the day to day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements. Assisting team members with the opening and closing of entity bank accounts and reviewing incoming funds to client bank accounts, noting any inconsistencies; liaising with bankers over remittance of money, deposit accounts and investment transactions and settlement instructions. Liaising with intermediaries as directed by senior team members, including proactively making phone calls, attending intermediary meetings, preparing meeting notes where appropriate, and discussing technical matters with senior team members to gain understanding. Preparing routine investment review minutes and liaising with investment advisors and brokers, as required. Working towards competency in the formation of legal entities and trusts and developing knowledge of registry requirements in common jurisdictions. Acting in line with the firm's policies and procedures and demonstrating a good understanding of how they impact day to day work. Gaining and developing an awareness of tax, taking note of warning messages. Completing the time keeping system and meeting utilisation targets. You Administrator Successful attainment of a minimum of 5 GCSEs (or equivalent) at grade 4 (or C) and above, including English and Maths. Effective and confident communication skills and the ability to converse with a range of people. Ability to organise work schedule over the short term, with support if needed. Ability to work to specified standards and service levels and propose solutions to resolve straightforward daily problems. Evidence a positive and committed approach to teamwork and an understanding of the importance of working together to provide excellent client service. Senior Administrator A sound understanding of tasks covering a range of activities using multiple methods, techniques and processes. May have attained or be working towards STEP or CGI, or equivalent, along with meeting your CPD requirements. Effective communication skills and the ability to converse with a range of people, adapting style with ease to suit the audience and situation. Ability to identify and resolve non complex issues, with support and direction. Ability to prioritise and complete tasks to achieve deadlines, with support and direction. Ability to work to specified standards and service levels and propose solutions to resolve straightforward daily problems. Evidence a positive and committed approach to teamwork and an understanding of the importance of working together to provide excellent client service.
Jan 09, 2026
Full time
Trust Administrator / Senior Administrator Department: Trust Employment Type: Permanent Location: Guernsey Reporting To: Assistant Trust Manager Description Who we are: Saffery Trust is a director led firm of individually expert, collectively exceptional people. We help clients optimise their personal and business wealth and create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long term. Established in Guernsey in 1977, we are one of the largest independent private client firms on the island. As an accredited STEP Platinum Employer Partner, we offer great benefits, including: a competitive salary flexible working and dress for your day policies full financial support and study leave for professional development top level health insurance for our people annual performance based bonuses e bikes free for staff use and opportunities to take part in green initiatives regular sports and social events as well as opportunities to support local charities The role We're looking for an enthusiastic Trust Administrator / Senior Administrator who demonstrates our core values and wants to build a rewarding career delivering client service excellence. This role is a permanent contract, working within a trust and corporate services team to support high net worth individuals and their families. The responsibilities You'll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including: Administrator Assisting with the set up and maintenance of client information in the database; and statutory records including minutes of directors and shareholders meetings, and trustee resolutions. Completing the day to day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements. Assisting with the opening and closing of entity bank accounts and reviewing incoming funds into client bank accounts, working towards becoming competent in liaising with bankers over remittance of money, deposit accounts, investment transactions and settlement instructions. Preparing emails and routing through to senior team members in readiness for sending, taking telephone messages and carrying out call backs. Preparing routine investment review minutes. Developing an understanding of the firm's policies and procedures and how they impact day to day work. Developing an awareness of tax and taking note of warning messages while gaining knowledge on the formation of legal entities and trusts. Updating the time keeping system in line with expectations and striving to meet utilisation targets. Senior Administrator Setting up and maintaining the client information database and statutory records including minutes of directors and shareholders meetings, and trustee resolutions. Completing the day to day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements. Assisting team members with the opening and closing of entity bank accounts and reviewing incoming funds to client bank accounts, noting any inconsistencies; liaising with bankers over remittance of money, deposit accounts and investment transactions and settlement instructions. Liaising with intermediaries as directed by senior team members, including proactively making phone calls, attending intermediary meetings, preparing meeting notes where appropriate, and discussing technical matters with senior team members to gain understanding. Preparing routine investment review minutes and liaising with investment advisors and brokers, as required. Working towards competency in the formation of legal entities and trusts and developing knowledge of registry requirements in common jurisdictions. Acting in line with the firm's policies and procedures and demonstrating a good understanding of how they impact day to day work. Gaining and developing an awareness of tax, taking note of warning messages. Completing the time keeping system and meeting utilisation targets. You Administrator Successful attainment of a minimum of 5 GCSEs (or equivalent) at grade 4 (or C) and above, including English and Maths. Effective and confident communication skills and the ability to converse with a range of people. Ability to organise work schedule over the short term, with support if needed. Ability to work to specified standards and service levels and propose solutions to resolve straightforward daily problems. Evidence a positive and committed approach to teamwork and an understanding of the importance of working together to provide excellent client service. Senior Administrator A sound understanding of tasks covering a range of activities using multiple methods, techniques and processes. May have attained or be working towards STEP or CGI, or equivalent, along with meeting your CPD requirements. Effective communication skills and the ability to converse with a range of people, adapting style with ease to suit the audience and situation. Ability to identify and resolve non complex issues, with support and direction. Ability to prioritise and complete tasks to achieve deadlines, with support and direction. Ability to work to specified standards and service levels and propose solutions to resolve straightforward daily problems. Evidence a positive and committed approach to teamwork and an understanding of the importance of working together to provide excellent client service.
Fantastic opportunity to join an award-winning firm where you will work closely with Client Directors to manage and maintain a variety of entities through the entire life cycle, ensuring the highest standards of service. The role will involve extensive client interaction, and you will also be involved in effective fiduciary decision making. Applicants will need at least 5-10 years experience serving HNW international families, with proven ability in managing complex fiduciary structures. You ll need in depth understanding of local trust and company legislation and regulatory requirements, along with knowledge of investments, property and other asset classes. Strong communication skills are essential, combined with IT literacy, an organised, detail-focussed approach, and the ambition to succeed in dynamic environment. We have new opportunities every day, sometimes every hour! We aim to get them live ASAP, but this isn t always possible during busy times, why not email your CV to our amazing talent team at , or sign up to our job alerts, to make sure you never miss out.
Jan 09, 2026
Full time
Fantastic opportunity to join an award-winning firm where you will work closely with Client Directors to manage and maintain a variety of entities through the entire life cycle, ensuring the highest standards of service. The role will involve extensive client interaction, and you will also be involved in effective fiduciary decision making. Applicants will need at least 5-10 years experience serving HNW international families, with proven ability in managing complex fiduciary structures. You ll need in depth understanding of local trust and company legislation and regulatory requirements, along with knowledge of investments, property and other asset classes. Strong communication skills are essential, combined with IT literacy, an organised, detail-focussed approach, and the ambition to succeed in dynamic environment. We have new opportunities every day, sometimes every hour! We aim to get them live ASAP, but this isn t always possible during busy times, why not email your CV to our amazing talent team at , or sign up to our job alerts, to make sure you never miss out.
To apply, please email your resume and any additional information to Role: Fund Operations Project Manager Location: London or Birmingham Contract Type: 12 Months - Fixed Term Contract (Full-time) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including Private equity (primaries, secondaries and direct investments) and Clean Energy. Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 15 billion in assets under management and advisement and employs approximately 150 professionals globally across 13 offices in Europe, North America, and Asia. Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy. Department Overview: The Capital Dynamics Finance team manage all elements of operational finance, reporting and regulatory reporting obligations. Further, the team provides oversight, controls, and protection to safeguard the firm's interests and budgets while upholding the financial integrity of the business. The team also collaborates with the business and stakeholders to drive value creation and efficiencies within the wider organization, either directly or by enabling improved performance to support the firm's continued growth. Role Purpose: Capital Dynamics (CD) seeks to engage an experience fund accountant / controller who will operate in the role of Fund Operations Project Manager - to lead the transformation of our fund administration and 'carried interest' operations. The successful candidate will become a key member of the fund operations team and will oversee the work delivered by our third-party fund administrators. The role requires strong general fund accounting experience, proven knowledge of carried interest calculations, and experience working in the private equity or asset management sector. Key Tasks and Responsibilities: Project manage the end-to-end fund operations transition process and mitigate risks associated with assigned transition events. Work closely with internal stakeholders to manage projects, and transition events in accordance with agreed processes and procedures. Manage communication internally and externally to ensure all stakeholders are aware of progress and are contributing towards the target completion dates. Produce progress reports and provide clear and definitive updates as required for project meetings, Committees and Steering Group meetings. Work alongside legal team on the review of existing limited partnership agreements (LPA's) to identify and define relevant fund-chargeable services. Support LPA monitoring, compliance, and refinement of existing and new terms for new fund vehicles. Oversee the production of carried interest calculations and reporting for all Capital Dynamics funds, in collaboration with CD fund operations and the third-party fund administrator. Work alongside tax experts to ensure legal, tax, and regulatory requirements for CD funds are met. Review of net asset value (NAV) calculations. Work with CD third-party fund administrator to maintain accurate loan and credit facilities. Liaise closely and effectively with our fund administrator to review financial statements, audited annual accounts, coordinate the audit process, and manage and discharge audit queries. Ensure all relevant tax compliance obligations for investment funds in domiciled jurisdictions. Support the preparation of accounting, tax, and reporting for CD employee investment vehicles. Skills, Education and Qualifications: Qualified Accounting (ACA / ACCA / CIMA or equivalent). Minimum of 8 to 10 years' relevant experience, with at least the last 4 working in a private equity firm or similar financial services organization - i.e. Venture Capital, Asset Management, etc. Extensive knowledge of account standards - IFRS, US GAAP, and UK GAAP is beneficial. Proven track record in fund administration / fund accounting, asset management audit, or tax consulting. Experience of carried interest accounting and calculation is essential. Excellent project management experience. Understanding of US federal tax processes including K1 / 1065, K2, and K3 filings is highly desirable. Solid technical and working knowledge of the topics of fund legal documents (LPA's) and fund oversight model. Strong understanding of private company securities and legal/structural preferences, and modelling abilities. The ability to document, justify, and demonstrate complex fund finance, accounting, and fund operation matters. Ability to analyze and organize large amounts of data in an efficient manner. Languages: Must be fluent in English and display superior verbal/written communication skills. Diversity & Inclusion: Capital Dynamics is an Equal Opportunity Employer and is committed to creating a global diverse workforce. We are a global company with 23 nationalities represented across our staff in 13 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion ("D&I") is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics. Please inform our recruitment team if you have a disability, condition or difference that may require us to make any adjustments as part of your application process or during employment.
Jan 09, 2026
Full time
To apply, please email your resume and any additional information to Role: Fund Operations Project Manager Location: London or Birmingham Contract Type: 12 Months - Fixed Term Contract (Full-time) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including Private equity (primaries, secondaries and direct investments) and Clean Energy. Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 15 billion in assets under management and advisement and employs approximately 150 professionals globally across 13 offices in Europe, North America, and Asia. Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy. Department Overview: The Capital Dynamics Finance team manage all elements of operational finance, reporting and regulatory reporting obligations. Further, the team provides oversight, controls, and protection to safeguard the firm's interests and budgets while upholding the financial integrity of the business. The team also collaborates with the business and stakeholders to drive value creation and efficiencies within the wider organization, either directly or by enabling improved performance to support the firm's continued growth. Role Purpose: Capital Dynamics (CD) seeks to engage an experience fund accountant / controller who will operate in the role of Fund Operations Project Manager - to lead the transformation of our fund administration and 'carried interest' operations. The successful candidate will become a key member of the fund operations team and will oversee the work delivered by our third-party fund administrators. The role requires strong general fund accounting experience, proven knowledge of carried interest calculations, and experience working in the private equity or asset management sector. Key Tasks and Responsibilities: Project manage the end-to-end fund operations transition process and mitigate risks associated with assigned transition events. Work closely with internal stakeholders to manage projects, and transition events in accordance with agreed processes and procedures. Manage communication internally and externally to ensure all stakeholders are aware of progress and are contributing towards the target completion dates. Produce progress reports and provide clear and definitive updates as required for project meetings, Committees and Steering Group meetings. Work alongside legal team on the review of existing limited partnership agreements (LPA's) to identify and define relevant fund-chargeable services. Support LPA monitoring, compliance, and refinement of existing and new terms for new fund vehicles. Oversee the production of carried interest calculations and reporting for all Capital Dynamics funds, in collaboration with CD fund operations and the third-party fund administrator. Work alongside tax experts to ensure legal, tax, and regulatory requirements for CD funds are met. Review of net asset value (NAV) calculations. Work with CD third-party fund administrator to maintain accurate loan and credit facilities. Liaise closely and effectively with our fund administrator to review financial statements, audited annual accounts, coordinate the audit process, and manage and discharge audit queries. Ensure all relevant tax compliance obligations for investment funds in domiciled jurisdictions. Support the preparation of accounting, tax, and reporting for CD employee investment vehicles. Skills, Education and Qualifications: Qualified Accounting (ACA / ACCA / CIMA or equivalent). Minimum of 8 to 10 years' relevant experience, with at least the last 4 working in a private equity firm or similar financial services organization - i.e. Venture Capital, Asset Management, etc. Extensive knowledge of account standards - IFRS, US GAAP, and UK GAAP is beneficial. Proven track record in fund administration / fund accounting, asset management audit, or tax consulting. Experience of carried interest accounting and calculation is essential. Excellent project management experience. Understanding of US federal tax processes including K1 / 1065, K2, and K3 filings is highly desirable. Solid technical and working knowledge of the topics of fund legal documents (LPA's) and fund oversight model. Strong understanding of private company securities and legal/structural preferences, and modelling abilities. The ability to document, justify, and demonstrate complex fund finance, accounting, and fund operation matters. Ability to analyze and organize large amounts of data in an efficient manner. Languages: Must be fluent in English and display superior verbal/written communication skills. Diversity & Inclusion: Capital Dynamics is an Equal Opportunity Employer and is committed to creating a global diverse workforce. We are a global company with 23 nationalities represented across our staff in 13 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion ("D&I") is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics. Please inform our recruitment team if you have a disability, condition or difference that may require us to make any adjustments as part of your application process or during employment.
Agence : Havas Lynx Description du poste : At Havas Lynx, a global advertising agency at the forefront of healthcare communications, we combine unmatched creativity, extensive expertise, and a deep understanding of the pharmaceutical and healthcare field. Our communications resonate deeply with audiences and adhere to the highest standards of healthcare advertising.Committed to driving meaningful change-a change built on a foundation of rich experience, inspired by innovation, and confirmed through our proven track record-we work in close partnership with healthcare professionals, patients, carers, and leading pharmaceutical brands to navigate the complex challenges of today's healthcare landscape. Our approach blends strategic insights and deep scientific acumen with cutting-edge creativity and digital innovation, crafting campaigns and solutions that significantly improve people's lives.We're a team of over 400+ people in Manchester and London, with a history spanning over 35 years and an ever-evolving future. You can get a feel for the through our YouTube playlist, Instagram, Facebook, LinkedIn, and Twitter.Everything this company achieves-every life it saves, every penny it makes, every policy it changes, every award it wins-is down to everyone who works here. Please note that this role is based in Manchester, and our current hybrid working arrangement requires office attendance on Mondays, Tuesdays, and Thursdays. Summary of the Role As a Senior Talent Acquisition Coordinator, you'll play a key role within our established Talent Acquisition team. Reporting to the Head of Talent Acquisition, you'll focus on administrative excellence and process management, ensuring smooth operations and overseeing freelance resourcing. You'll handle scheduling, documentation, compliance checks, paperwork for new starters, and stakeholder communication to keep everything running seamlessly. What You Can Expect to Be Doing Managing the approval process for internal freelance requests. Sourcing freelance talent on time and within budget using platforms like LinkedIn. Handling end-to-end recruitment for junior roles. Building strong relationships with Operations, HR, and IT teams to ensure smooth onboarding. Acting as the first point of contact for freelance-related queries. Drafting contracts, managing trackers, and ensuring compliance with IR35 and insurance requirements. Maintaining accurate documentation and quality control throughout all processes. Providing mentorship and guidance to junior team members. Liaise with external suppliers to manage and coordinate relationships, ensuring seamless operations. Manage and maintain our pool of freelance talent. This Role Could Be a Great Fit for You If You have previous experience in an administrative or recruitment role. You're highly organised with exceptional attention to detail. You're confident using Microsoft Office and familiar with LinkedIn sourcing techniques. You have excellent communication skills and a friendly, approachable attitude. You enjoy working collaboratively and supporting others. You're proactive about learning and personal development. What you can expect from us A supportive and challenging environment in which you will have the opportunity to learn, grow, and make an impact that matters. We put a huge investment into and our internal programmes. It's a unique initiative that aims to reward hard work, reduce pressures, and ensure that we can all enjoy our time at Lynx. Our strategy is to build capabilities internally and inspire the best talent, so we can continue to deliver on our mission. You can also expect a whole host of benefits, including: Hybrid Working - 3 days in the office (flexible working options are available for in-office days) Starting holiday allowance of 28 days annual leave + Bank Holidays, with increasing allowance connected to length of service Option to buy, carry or sell holidays Early Friday finish throughout the year Seasonal working hours Enhanced family leave, pay and return to work benefit scheme Extensive L&D support Sabbatical opportunities Season ticket interest free loans for travel Cycle to work scheme Life insurance (4x salary) Company pension scheme Fully compensated company events Volunteer days Wellbeing programme including sports clubs, discounted gym memberships, free onsite flu vaccinations, extended lunch breaks on Wellness Wednesdays and much more +Medicash healthcare benefit 24/7 access to a free, confidential and independent Employee Assistance ProgrammeGet in touch to find out how we can make an impact that matters together. Type de contrat : CDI Vous intégrerez une entreprise garantissant l'égalité des chances et qui valorise la diversité. Si vous ne trouvez pas de poste correspondant à votre profil, vous pouvez toujours nous envoyer votre CV.Veuillez cliquer sur le lien ci-dessous . Havas Fondé à Paris en 1835, Havas est l'un des plus grands groupes de communication au monde, avec plus de collaborateurs dans plus de 100 pays, qui partagent une seule et même mission : make a meaningful difference au service des marques, des entreprises, et de la société dans son ensemble. Havas a développé un modèle d'agences totalement intégré, regroupant tous les métiers de la communication. Les équipes des trois divisions Creative, Media, et Health & You, travaillent avec agilité et en parfaite synergie pour accompagner leurs clients dans leur transformation positive, en leur apportant des solutions sur mesure, porteuses de sens et s'inspirant des métiers de l'entertainment. Life at Havas Nous sommes très fiers de notre famille Havas. Elle est composée de personnalités uniques, qui enrichissent leur travail avec leurs idées et leurs passions. L'esprit d'équipe est au cœur de notre fonctionnement et les Havas Villages constituent nos espaces de travail. Nous encourageons nos collaborateurs à saisir les multiples opportunités d'évolution au sein du groupe, que ce soit par une formation dans une agence locale, par la création d'un projet spécifique ou par la participation à l'un de nos programmes mondiaux de développement, uniques en leur genre. Havas Creative Network Chez Havas, nous pensons que la créativité n'est pas seulement une description de notre activité, mais qu'elle fait partie de l'ADN de nos agences. Notre réseau créatif rassemble certaines des agences les plus créatives et les plus accomplies du secteur. En associant l'expertise créative au pouvoir stratégique et innovant de nos Villages, nous construisons des équipes sur-mesure autour des besoins spécifiques de chacun de nos clients. Havas Media Network Chez Havas, nous offrons la meilleure expérience média, en nous concentrant sur les médias les plus meaningful pour construire des marques porteuses de sens. Nous savons comment établir une relation entre un client et son public cible - en fonction d'où il se trouve et avec du contenu qui lui parle. Nous apportons cette expertise grâce à notre système Mx, notre méthodologie opérationnelle globale et processus commun de planification stratégique. Ce système crée de la valeur pour nos clients en transformant les informations sur les consommateurs en objectifs de croissance clairs, en associant les parties prenantes et les indicateurs clés de performance et en mesurant l'impact des expériences médiatiques. Havas Health & You Animée par l'objectif d'avoir un impact positif sur la vie des patients et d'œuvrer à l'amélioration du bien-être et de la santé de tous, l'entité Havas Health & You s'appuie sur un réseau mondial d'experts en communication santé. Avec un état d'esprit résolument tourné vers l'innovation, la créativité et l'éducation, nous nous engageons à fournir un travail innovant et toujours excellent.
Jan 09, 2026
Full time
Agence : Havas Lynx Description du poste : At Havas Lynx, a global advertising agency at the forefront of healthcare communications, we combine unmatched creativity, extensive expertise, and a deep understanding of the pharmaceutical and healthcare field. Our communications resonate deeply with audiences and adhere to the highest standards of healthcare advertising.Committed to driving meaningful change-a change built on a foundation of rich experience, inspired by innovation, and confirmed through our proven track record-we work in close partnership with healthcare professionals, patients, carers, and leading pharmaceutical brands to navigate the complex challenges of today's healthcare landscape. Our approach blends strategic insights and deep scientific acumen with cutting-edge creativity and digital innovation, crafting campaigns and solutions that significantly improve people's lives.We're a team of over 400+ people in Manchester and London, with a history spanning over 35 years and an ever-evolving future. You can get a feel for the through our YouTube playlist, Instagram, Facebook, LinkedIn, and Twitter.Everything this company achieves-every life it saves, every penny it makes, every policy it changes, every award it wins-is down to everyone who works here. Please note that this role is based in Manchester, and our current hybrid working arrangement requires office attendance on Mondays, Tuesdays, and Thursdays. Summary of the Role As a Senior Talent Acquisition Coordinator, you'll play a key role within our established Talent Acquisition team. Reporting to the Head of Talent Acquisition, you'll focus on administrative excellence and process management, ensuring smooth operations and overseeing freelance resourcing. You'll handle scheduling, documentation, compliance checks, paperwork for new starters, and stakeholder communication to keep everything running seamlessly. What You Can Expect to Be Doing Managing the approval process for internal freelance requests. Sourcing freelance talent on time and within budget using platforms like LinkedIn. Handling end-to-end recruitment for junior roles. Building strong relationships with Operations, HR, and IT teams to ensure smooth onboarding. Acting as the first point of contact for freelance-related queries. Drafting contracts, managing trackers, and ensuring compliance with IR35 and insurance requirements. Maintaining accurate documentation and quality control throughout all processes. Providing mentorship and guidance to junior team members. Liaise with external suppliers to manage and coordinate relationships, ensuring seamless operations. Manage and maintain our pool of freelance talent. This Role Could Be a Great Fit for You If You have previous experience in an administrative or recruitment role. You're highly organised with exceptional attention to detail. You're confident using Microsoft Office and familiar with LinkedIn sourcing techniques. You have excellent communication skills and a friendly, approachable attitude. You enjoy working collaboratively and supporting others. You're proactive about learning and personal development. What you can expect from us A supportive and challenging environment in which you will have the opportunity to learn, grow, and make an impact that matters. We put a huge investment into and our internal programmes. It's a unique initiative that aims to reward hard work, reduce pressures, and ensure that we can all enjoy our time at Lynx. Our strategy is to build capabilities internally and inspire the best talent, so we can continue to deliver on our mission. You can also expect a whole host of benefits, including: Hybrid Working - 3 days in the office (flexible working options are available for in-office days) Starting holiday allowance of 28 days annual leave + Bank Holidays, with increasing allowance connected to length of service Option to buy, carry or sell holidays Early Friday finish throughout the year Seasonal working hours Enhanced family leave, pay and return to work benefit scheme Extensive L&D support Sabbatical opportunities Season ticket interest free loans for travel Cycle to work scheme Life insurance (4x salary) Company pension scheme Fully compensated company events Volunteer days Wellbeing programme including sports clubs, discounted gym memberships, free onsite flu vaccinations, extended lunch breaks on Wellness Wednesdays and much more +Medicash healthcare benefit 24/7 access to a free, confidential and independent Employee Assistance ProgrammeGet in touch to find out how we can make an impact that matters together. Type de contrat : CDI Vous intégrerez une entreprise garantissant l'égalité des chances et qui valorise la diversité. Si vous ne trouvez pas de poste correspondant à votre profil, vous pouvez toujours nous envoyer votre CV.Veuillez cliquer sur le lien ci-dessous . Havas Fondé à Paris en 1835, Havas est l'un des plus grands groupes de communication au monde, avec plus de collaborateurs dans plus de 100 pays, qui partagent une seule et même mission : make a meaningful difference au service des marques, des entreprises, et de la société dans son ensemble. Havas a développé un modèle d'agences totalement intégré, regroupant tous les métiers de la communication. Les équipes des trois divisions Creative, Media, et Health & You, travaillent avec agilité et en parfaite synergie pour accompagner leurs clients dans leur transformation positive, en leur apportant des solutions sur mesure, porteuses de sens et s'inspirant des métiers de l'entertainment. Life at Havas Nous sommes très fiers de notre famille Havas. Elle est composée de personnalités uniques, qui enrichissent leur travail avec leurs idées et leurs passions. L'esprit d'équipe est au cœur de notre fonctionnement et les Havas Villages constituent nos espaces de travail. Nous encourageons nos collaborateurs à saisir les multiples opportunités d'évolution au sein du groupe, que ce soit par une formation dans une agence locale, par la création d'un projet spécifique ou par la participation à l'un de nos programmes mondiaux de développement, uniques en leur genre. Havas Creative Network Chez Havas, nous pensons que la créativité n'est pas seulement une description de notre activité, mais qu'elle fait partie de l'ADN de nos agences. Notre réseau créatif rassemble certaines des agences les plus créatives et les plus accomplies du secteur. En associant l'expertise créative au pouvoir stratégique et innovant de nos Villages, nous construisons des équipes sur-mesure autour des besoins spécifiques de chacun de nos clients. Havas Media Network Chez Havas, nous offrons la meilleure expérience média, en nous concentrant sur les médias les plus meaningful pour construire des marques porteuses de sens. Nous savons comment établir une relation entre un client et son public cible - en fonction d'où il se trouve et avec du contenu qui lui parle. Nous apportons cette expertise grâce à notre système Mx, notre méthodologie opérationnelle globale et processus commun de planification stratégique. Ce système crée de la valeur pour nos clients en transformant les informations sur les consommateurs en objectifs de croissance clairs, en associant les parties prenantes et les indicateurs clés de performance et en mesurant l'impact des expériences médiatiques. Havas Health & You Animée par l'objectif d'avoir un impact positif sur la vie des patients et d'œuvrer à l'amélioration du bien-être et de la santé de tous, l'entité Havas Health & You s'appuie sur un réseau mondial d'experts en communication santé. Avec un état d'esprit résolument tourné vers l'innovation, la créativité et l'éducation, nous nous engageons à fournir un travail innovant et toujours excellent.
Senior / Manager Trust & Company Administrator Our client is seeking a Senior / Manager Trust & Company Administrator to join their team on a full-time, permanent basis. The role is open to candidates across a range of experience levels, offering an excellent opportunity to join an independent and long-established fiduciary services provider. The successful candidate will be responsible for the day-to-day administration of a portfolio of trust and company structures, supporting private clients and corporate entities. Job Duties: Administer a portfolio of trusts and companies in accordance with client requirements and regulatory obligations Maintain accurate and up-to-date records and ensure timely processing of statutory filings Liaise professionally with clients, intermediaries, and service providers Assist with bank account openings, payments, and investment transactions Draft minutes, resolutions, and correspondence as required Support the onboarding of new clients and structures Ensure compliance with AML/CFT requirements and internal policies Work collaboratively with colleagues to ensure a high standard of client service Contribute to team goals and assist with ad hoc duties as needed Job Requirements: Previous experience in trust and company administration preferred, although all levels will be considered Currently studying or willing to study towards a relevant professional qualification (STEP, ICSA or equivalent) Strong organisational skills and attention to detail Excellent written and verbal communication skills A proactive approach with the ability to work both independently and as part of a team Proficiency in Microsoft Office and familiarity with trust administration systems What You'll Love: Our client is an independent fiduciary services firm that prides itself on providing tailored solutions without conflicts of interest. Their long-standing independence allows them to focus entirely on the needs of their clients and partners, offering a supportive environment with a clear commitment to professional integrity and personal development. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists byclicking here
Jan 09, 2026
Full time
Senior / Manager Trust & Company Administrator Our client is seeking a Senior / Manager Trust & Company Administrator to join their team on a full-time, permanent basis. The role is open to candidates across a range of experience levels, offering an excellent opportunity to join an independent and long-established fiduciary services provider. The successful candidate will be responsible for the day-to-day administration of a portfolio of trust and company structures, supporting private clients and corporate entities. Job Duties: Administer a portfolio of trusts and companies in accordance with client requirements and regulatory obligations Maintain accurate and up-to-date records and ensure timely processing of statutory filings Liaise professionally with clients, intermediaries, and service providers Assist with bank account openings, payments, and investment transactions Draft minutes, resolutions, and correspondence as required Support the onboarding of new clients and structures Ensure compliance with AML/CFT requirements and internal policies Work collaboratively with colleagues to ensure a high standard of client service Contribute to team goals and assist with ad hoc duties as needed Job Requirements: Previous experience in trust and company administration preferred, although all levels will be considered Currently studying or willing to study towards a relevant professional qualification (STEP, ICSA or equivalent) Strong organisational skills and attention to detail Excellent written and verbal communication skills A proactive approach with the ability to work both independently and as part of a team Proficiency in Microsoft Office and familiarity with trust administration systems What You'll Love: Our client is an independent fiduciary services firm that prides itself on providing tailored solutions without conflicts of interest. Their long-standing independence allows them to focus entirely on the needs of their clients and partners, offering a supportive environment with a clear commitment to professional integrity and personal development. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists byclicking here
Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Penn on a full-time, permanent basis. Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore, you'll be someone who has experience of adapting to change and managing an array of different queries and challenges. What you'll do as a Client Liaison Administrator: Providing support to Advisors such as monitoring diaries, opportunities, queries and requests Follow standard procedures and workflows via XPLAN Assist with the preparation of cases in readiness for the paraplanning paperwork Process all sales related paperwork from submission to completion and any ongoing administration for investments, pensions and protection departments. Be in attendance of operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities. Adhere and maintain and up to date awareness of company policies, practices and procedures. Maintain records according to Kingswood company standards Prepare meeting packs Gather and obtain information for annual reviews This list is not exhaustive, and you will be expected to undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided. What we're looking for: Someone who has the ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients. An individual that has an interest of working within Wealth Management/Planning. Due to the nature of our organisation, commercial experience working in a similar role is preferred Experience of providing exceptional client and relationship management Our benefits: 26 days annual leave including a day off for your birthday (plus bank holidays) Contributory pension scheme Private Healthcare Life assurance Health insurance 2 charity volunteer days Employee recognition Recruitment referral Career Development Cycle to work scheme About Kingswood: Kingswood offers tailored financial planning advice, aiming to provide our clients with a complete wealth management service combining financial advice with our in-house investment offering. With a growing network of offices across the UK, our clients range from private individuals to some of the UK's largest universities. Kingswood has recently merged with Mattioli Woods to serve over 25,000 clients with £25 billion in assets under administration and advice. It is the Group's vision to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by our investment in our people and technological innovation. Our Diversity, Equality and Inclusion commitment: At Kingswood Group we're all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our Kingswood colleagues. Join us on our journey and apply today.
Jan 09, 2026
Full time
Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Penn on a full-time, permanent basis. Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore, you'll be someone who has experience of adapting to change and managing an array of different queries and challenges. What you'll do as a Client Liaison Administrator: Providing support to Advisors such as monitoring diaries, opportunities, queries and requests Follow standard procedures and workflows via XPLAN Assist with the preparation of cases in readiness for the paraplanning paperwork Process all sales related paperwork from submission to completion and any ongoing administration for investments, pensions and protection departments. Be in attendance of operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities. Adhere and maintain and up to date awareness of company policies, practices and procedures. Maintain records according to Kingswood company standards Prepare meeting packs Gather and obtain information for annual reviews This list is not exhaustive, and you will be expected to undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided. What we're looking for: Someone who has the ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients. An individual that has an interest of working within Wealth Management/Planning. Due to the nature of our organisation, commercial experience working in a similar role is preferred Experience of providing exceptional client and relationship management Our benefits: 26 days annual leave including a day off for your birthday (plus bank holidays) Contributory pension scheme Private Healthcare Life assurance Health insurance 2 charity volunteer days Employee recognition Recruitment referral Career Development Cycle to work scheme About Kingswood: Kingswood offers tailored financial planning advice, aiming to provide our clients with a complete wealth management service combining financial advice with our in-house investment offering. With a growing network of offices across the UK, our clients range from private individuals to some of the UK's largest universities. Kingswood has recently merged with Mattioli Woods to serve over 25,000 clients with £25 billion in assets under administration and advice. It is the Group's vision to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by our investment in our people and technological innovation. Our Diversity, Equality and Inclusion commitment: At Kingswood Group we're all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our Kingswood colleagues. Join us on our journey and apply today.
Coast and Vale Learning Trust
Watford, Hertfordshire
Would you like to be part of an inspiring team who genuinely make a difference every day? Our school ethos centres on well trained, fully supported and happy staff who work together to make a difference. The school day begins from the moment someone steps through our school gates and is greeted by one of our welcoming administrators. If you have the skills to brighten someone's day and make them feel as though they belong, then please apply for this role. We are looking for someone with strong experience in an administrator role, who can provide a warm and professional service at all times. The ideal candidate will be confident, friendly, and have excellent communication and interpersonal skills. This is a permanent role, working 22.5 hours per week. The hours are 12 30, Monday to Friday, during term time, plus 5 INSET days and one additional week during school holidays (specific days to be agreed with the line manager). These hours may be flexible for the right candidate. Benefits A positive and caring working environment A friendly, dedicated, and supportive staff team A well resourced working environment Excellent opportunities for career development Investment in CPD A two day wellbeing weekend in the Summer Term Responsibilities The successful candidate will contribute to the work of the admin team. You will undertake a wide range of school administration duties such as pupil and staff record keeping, communication with parents, visitor management, first aid and medical administration, reports and school publications. You will also work closely with the Senior Leadership Team to oversee the school social media sites. You must be familiar with Microsoft Word and Excel; knowledge of Canva is desirable. Knowledge of school management systems such as Arbor would also be advantageous but not essential. About the Trust The Inclusive Multi Academy Trust was established in 2016 by school leaders looking to make a difference to local communities with a commitment to meeting the needs of every child. The Trust consists of three primary schools: Beechfield, Cherry Tree and Laurance Haines who work together to share specialist best practice and work collaboratively to support and challenge each other. Candidate profile Is a committed practitioner with excellent interpersonal and communication skills Is confident in written English and able to communicate to all stakeholders in the school Has an eye for detail Has the ability and dedication to ensure the smooth working of school operations Is hardworking and a team player Is able to work on their own initiative and manage and organise their time effectively Is numeracy/computer literate and proficient in using Word and Excel Prospective candidates are encouraged to submit their applications as soon as possible as the school reserves the right to close the advert early should we feel able to appoint an appropriate candidate.
Jan 09, 2026
Full time
Would you like to be part of an inspiring team who genuinely make a difference every day? Our school ethos centres on well trained, fully supported and happy staff who work together to make a difference. The school day begins from the moment someone steps through our school gates and is greeted by one of our welcoming administrators. If you have the skills to brighten someone's day and make them feel as though they belong, then please apply for this role. We are looking for someone with strong experience in an administrator role, who can provide a warm and professional service at all times. The ideal candidate will be confident, friendly, and have excellent communication and interpersonal skills. This is a permanent role, working 22.5 hours per week. The hours are 12 30, Monday to Friday, during term time, plus 5 INSET days and one additional week during school holidays (specific days to be agreed with the line manager). These hours may be flexible for the right candidate. Benefits A positive and caring working environment A friendly, dedicated, and supportive staff team A well resourced working environment Excellent opportunities for career development Investment in CPD A two day wellbeing weekend in the Summer Term Responsibilities The successful candidate will contribute to the work of the admin team. You will undertake a wide range of school administration duties such as pupil and staff record keeping, communication with parents, visitor management, first aid and medical administration, reports and school publications. You will also work closely with the Senior Leadership Team to oversee the school social media sites. You must be familiar with Microsoft Word and Excel; knowledge of Canva is desirable. Knowledge of school management systems such as Arbor would also be advantageous but not essential. About the Trust The Inclusive Multi Academy Trust was established in 2016 by school leaders looking to make a difference to local communities with a commitment to meeting the needs of every child. The Trust consists of three primary schools: Beechfield, Cherry Tree and Laurance Haines who work together to share specialist best practice and work collaboratively to support and challenge each other. Candidate profile Is a committed practitioner with excellent interpersonal and communication skills Is confident in written English and able to communicate to all stakeholders in the school Has an eye for detail Has the ability and dedication to ensure the smooth working of school operations Is hardworking and a team player Is able to work on their own initiative and manage and organise their time effectively Is numeracy/computer literate and proficient in using Word and Excel Prospective candidates are encouraged to submit their applications as soon as possible as the school reserves the right to close the advert early should we feel able to appoint an appropriate candidate.
Looking for a fool-proof amazing career path? Have a read If you are looking to work for a company that invests in its teams development, as well as to be recognised as one of the best in the UK at what they do, and if you are a solid, experienced administrator ideally in the world of finance, investments, mortgage or related sector, then this may be worth a read! Role : PPensions & Wealth Management Administrator Location: Milton Keynes Salary: circa 29,000 - 40,000 depending on experience and qualifications - you could be a grad with a few months experience to someone with a few years experience in a related role, to a fully fledged sector ecperienced person - just send your cv if you can answer yes :) Benefits: pension 28 days holiday (inc bank holidays) PLUS Christmas and New Year closure parking Continuous development sponsored and a bonus paid at exams passed (great future proof career path in Financial services potentially!) employee recognition awards Friday breakfast club Fab Festive team events and lots more! Hours: worked Monday to Friday 8.00- 5.00pm (early finish on a Friday to start the weekend! (37.5hrs per week) Overview you will have responsibility for the continued relationship building and care for a portfolio of clients, supporting the financial advisers in looking after the clients needs. You will provide excellent, ongoing non-advised service and help the team and brand maintain a very high client satisfaction it is renowned for, maintaining the status of being one of the top Financial Services companies in Buckinghamshire and listed in the Financial Times. You will be part of a UK award winning team! Key Duties & Responsibilities Take responsibility for a portfolio of clients, performing tasks such as: Creating Annual Review Reports accurately and in a timely manner Creating Porfolio Valuation reports Perform fund switches as requested by clients Maintaining regular contact with clients via phone calls, email and letters to ensure great client support and service, building trusted, valued relationships Sitting on the Financial Adviser client meetings, taking detailed notes as well as actioning any agreed outcomes, updating client fact-find and client notes. Dealing with client queries Build a strong, friendly, professional relationship with clients Attend networking events to raise the profile of the business. Assist with general office duties as required by all of the team- this includes things from making the tea, to emptying the bins, to loading the dishwasher - it's a teamwork thing :) Attributes & Skills Required You need to be someone who is experienced at working within defined business process and take on responsibility, using common sense and initiative Ability to achieve agreed outcomes using your initiative and common sense Ability to plan your daily/weekly workload, prioritising effectively Great attention to Detail and accuracy is absolutely essential - its peoples pensions Organised, methodical and process driven Maintaining confidentiality and professionalism at all times Proactive and forward thinking - not just reacting but being proactive A teamplayer, supporting and assisting as required for great teamwork Ability to learn and develop as you will be required to take the required exams and if you wish, to continue developing your career into the world of Financial services - your future career invested in and paid for by the company and a bonus for passing the exam! Well spoken with excellent English communication skills, spoken and written Good grammar, spelling and punctuation is a must to create legal documents A professional outlook in the way you work and present yourself to your peers and clients Good IT skills Good keyboard skills Good notetaking ability to take notes in meetings A solid, stable career history Driver to attend networking events and possibly visit other offices in the portfolio Minimum of 5 GCSEs passes inc Maths and English (level 6+/ C) Full rights to work/reside in the UK the ability to pass a Financial Services check (DBS and credit check) Ideally, you will have previous financial sector experience such as banking, pensions, mortgage industries. This is truly a great opportunity for the right person with an almost fool-proof career path if you have the right attitude, motivation, people skills and attributes. If this is you, then please send your CV to us now. If you do not hear back within 5 working days, you will not have been shortlisted on this occasion. Thank you for your interest.
Jan 09, 2026
Full time
Looking for a fool-proof amazing career path? Have a read If you are looking to work for a company that invests in its teams development, as well as to be recognised as one of the best in the UK at what they do, and if you are a solid, experienced administrator ideally in the world of finance, investments, mortgage or related sector, then this may be worth a read! Role : PPensions & Wealth Management Administrator Location: Milton Keynes Salary: circa 29,000 - 40,000 depending on experience and qualifications - you could be a grad with a few months experience to someone with a few years experience in a related role, to a fully fledged sector ecperienced person - just send your cv if you can answer yes :) Benefits: pension 28 days holiday (inc bank holidays) PLUS Christmas and New Year closure parking Continuous development sponsored and a bonus paid at exams passed (great future proof career path in Financial services potentially!) employee recognition awards Friday breakfast club Fab Festive team events and lots more! Hours: worked Monday to Friday 8.00- 5.00pm (early finish on a Friday to start the weekend! (37.5hrs per week) Overview you will have responsibility for the continued relationship building and care for a portfolio of clients, supporting the financial advisers in looking after the clients needs. You will provide excellent, ongoing non-advised service and help the team and brand maintain a very high client satisfaction it is renowned for, maintaining the status of being one of the top Financial Services companies in Buckinghamshire and listed in the Financial Times. You will be part of a UK award winning team! Key Duties & Responsibilities Take responsibility for a portfolio of clients, performing tasks such as: Creating Annual Review Reports accurately and in a timely manner Creating Porfolio Valuation reports Perform fund switches as requested by clients Maintaining regular contact with clients via phone calls, email and letters to ensure great client support and service, building trusted, valued relationships Sitting on the Financial Adviser client meetings, taking detailed notes as well as actioning any agreed outcomes, updating client fact-find and client notes. Dealing with client queries Build a strong, friendly, professional relationship with clients Attend networking events to raise the profile of the business. Assist with general office duties as required by all of the team- this includes things from making the tea, to emptying the bins, to loading the dishwasher - it's a teamwork thing :) Attributes & Skills Required You need to be someone who is experienced at working within defined business process and take on responsibility, using common sense and initiative Ability to achieve agreed outcomes using your initiative and common sense Ability to plan your daily/weekly workload, prioritising effectively Great attention to Detail and accuracy is absolutely essential - its peoples pensions Organised, methodical and process driven Maintaining confidentiality and professionalism at all times Proactive and forward thinking - not just reacting but being proactive A teamplayer, supporting and assisting as required for great teamwork Ability to learn and develop as you will be required to take the required exams and if you wish, to continue developing your career into the world of Financial services - your future career invested in and paid for by the company and a bonus for passing the exam! Well spoken with excellent English communication skills, spoken and written Good grammar, spelling and punctuation is a must to create legal documents A professional outlook in the way you work and present yourself to your peers and clients Good IT skills Good keyboard skills Good notetaking ability to take notes in meetings A solid, stable career history Driver to attend networking events and possibly visit other offices in the portfolio Minimum of 5 GCSEs passes inc Maths and English (level 6+/ C) Full rights to work/reside in the UK the ability to pass a Financial Services check (DBS and credit check) Ideally, you will have previous financial sector experience such as banking, pensions, mortgage industries. This is truly a great opportunity for the right person with an almost fool-proof career path if you have the right attitude, motivation, people skills and attributes. If this is you, then please send your CV to us now. If you do not hear back within 5 working days, you will not have been shortlisted on this occasion. Thank you for your interest.
Our client is seeking an experienced and organised Investment Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products. Company Benefits: Competitive salary reflecting experience and ability. Pension scheme and medical insurance. Support for personal development, including exam guidance, study leave and costs covered. Internal training to understand systems, products and processes. Time off for CPD and relevant professional events. Experience and Skills Requirements Familiarity with back-office investment systems and platforms. Experience with fund switch reports and investment review processes. Minimum CF1 (or equivalent) qualification. At least 2 years experience dealing directly with clients in financial services. Good knowledge of pensions, investments, life assurance and mortgages. Key Responsibilities: Provide administrative support throughout the sales and client review process. Prepare and manage regular client investment reviews. Communicate effectively with clients via phone, email and letters. Demonstrate initiative and sound judgment when handling administrative tasks. Maintain well-organised client files and accurate records. Understand and follow compliance procedures, including anti-money laundering, data protection and treating customers fairly. Process new business applications and ensure documentation accuracy. Manage incoming and outgoing post efficiently. Support paraplanners in preparing suitability reports, including factfinds, risk assessments and illustrations. Work with investment platforms and interpret fund valuations in client portfolios. Attend internal and external training as required and stay up-to-date with relevant regulations. Undertake other duties as reasonably requested. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Jan 09, 2026
Full time
Our client is seeking an experienced and organised Investment Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products. Company Benefits: Competitive salary reflecting experience and ability. Pension scheme and medical insurance. Support for personal development, including exam guidance, study leave and costs covered. Internal training to understand systems, products and processes. Time off for CPD and relevant professional events. Experience and Skills Requirements Familiarity with back-office investment systems and platforms. Experience with fund switch reports and investment review processes. Minimum CF1 (or equivalent) qualification. At least 2 years experience dealing directly with clients in financial services. Good knowledge of pensions, investments, life assurance and mortgages. Key Responsibilities: Provide administrative support throughout the sales and client review process. Prepare and manage regular client investment reviews. Communicate effectively with clients via phone, email and letters. Demonstrate initiative and sound judgment when handling administrative tasks. Maintain well-organised client files and accurate records. Understand and follow compliance procedures, including anti-money laundering, data protection and treating customers fairly. Process new business applications and ensure documentation accuracy. Manage incoming and outgoing post efficiently. Support paraplanners in preparing suitability reports, including factfinds, risk assessments and illustrations. Work with investment platforms and interpret fund valuations in client portfolios. Attend internal and external training as required and stay up-to-date with relevant regulations. Undertake other duties as reasonably requested. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Job Title: Purchasing Administrator Location: Chichester Salary: £25,000 - £30,000 (dependent on experience) Contract Type: Full-time About Us We are a dynamic, forward-thinking organisation dedicated to sourcing high-quality, great-value items for home and garden. With a growing trade division and a sales team operating across multiple marketplaces, we currently sell over 250,000 items per week. We are seeking a highly organised and proactive Purchasing Administrator to provide comprehensive support to our Commercial Director and help ensure our commercial operations run smoothly. Role Overview Our approach to sourcing new products is unique: we aim not only to make the initial investment a success but also to ensure replenishment orders are timely and efficient. As a Purchasing Administrator, you will play a key role in supporting the Commercial Director and the wider commercial team. Your work will focus on purchasing, introducing new products quickly, and providing high-level administrative support. This role requires excellent attention to detail, problem-solving skills, and the ability to multitask effectively. Key Responsibilities Compile Landed Unit Costs (LUCs) from supplier quotations (primarily from overseas) Conduct market research to assess price competitiveness and identify suitable purchasing formats and colour options Assist with SKU creation and product setup on internal systems Prepare and maintain accurate product specification sheets Coordinate projects and follow up on key action points Organise and process supplier samples Requirements Exceptional organisational and time-management skills Strong communication and interpersonal abilities Proficiency in Microsoft Office Suite and relevant software Ability to work under pressure and prioritise tasks efficiently High attention to detail Direct Purchasing/Supply Chain experience is advantageous but not essential What We Offer Modern office space in central Chichester with excellent staff amenities Opportunities for personal and professional development Competitive salary and package negotiable based on experience A fun, dynamic, and driven team culture Generous staff discount on products Regular staff events
Jan 09, 2026
Full time
Job Title: Purchasing Administrator Location: Chichester Salary: £25,000 - £30,000 (dependent on experience) Contract Type: Full-time About Us We are a dynamic, forward-thinking organisation dedicated to sourcing high-quality, great-value items for home and garden. With a growing trade division and a sales team operating across multiple marketplaces, we currently sell over 250,000 items per week. We are seeking a highly organised and proactive Purchasing Administrator to provide comprehensive support to our Commercial Director and help ensure our commercial operations run smoothly. Role Overview Our approach to sourcing new products is unique: we aim not only to make the initial investment a success but also to ensure replenishment orders are timely and efficient. As a Purchasing Administrator, you will play a key role in supporting the Commercial Director and the wider commercial team. Your work will focus on purchasing, introducing new products quickly, and providing high-level administrative support. This role requires excellent attention to detail, problem-solving skills, and the ability to multitask effectively. Key Responsibilities Compile Landed Unit Costs (LUCs) from supplier quotations (primarily from overseas) Conduct market research to assess price competitiveness and identify suitable purchasing formats and colour options Assist with SKU creation and product setup on internal systems Prepare and maintain accurate product specification sheets Coordinate projects and follow up on key action points Organise and process supplier samples Requirements Exceptional organisational and time-management skills Strong communication and interpersonal abilities Proficiency in Microsoft Office Suite and relevant software Ability to work under pressure and prioritise tasks efficiently High attention to detail Direct Purchasing/Supply Chain experience is advantageous but not essential What We Offer Modern office space in central Chichester with excellent staff amenities Opportunities for personal and professional development Competitive salary and package negotiable based on experience A fun, dynamic, and driven team culture Generous staff discount on products Regular staff events
Are you an organised Administrator or Bid professional looking to step into a busy construction role where you can learn, develop, and make an impact from day one? A growing construction group in the Northwest is seeking a Bid Coordinator/Administrator to support their Estimating function and help manage incoming tenders, bid submissions, CRM accuracy, and project documentation. This is a permanent, office-based role within a fast-paced, friendly commercial team. Bid Coordinator/Administrator Location: Wirral, Merseyside Salary: £30,000 £35,000 + Benefits Hours: Monday - Friday 8am - 5pm About the Company A well-established construction contracting group with a strong track record of delivering high-value roofing and building envelope projects across the UK. The business is in a period of continued growth and investment, offering stability, development, and long-term career progression. The Role You will support the Estimating and Bid team with administration, data management, tender coordination, and commercial reporting. Full training will be provided across systems and bid processes, making this a fantastic opportunity for someone with a strong administrative background looking to move into the commercial/bids side of construction. Key responsibilities include: Maintaining CRM data, portals, submission trackers, and project documentation Administration support across tender and bid documentation Liaising with the Estimating Manager to allocate incoming enquiries Updating project trackers, costing information, and supporting commercial reporting Generating monthly sales reports and compiling estimating data for the wider business The Ideal Candidate Administration experience within construction, estimating, sales support, bid coordination, or project support roles would be great High attention to detail, strong organisational skills, and confident working with commercial documents Able to manage multiple deadlines and prioritise workload effectively Competent with Microsoft Office (Excel essential) and CRM or project systems Strong communicator, team player, and comfortable liaising with internal stakeholders Why You ll Love This Role Competitive salary of £30,000 £35,000 Training, development, and ongoing support within a growing commercial team Genuine career progression into bid coordination, estimating support, or wider commercial pathways Friendly office culture, fast-paced workload, and exposure to large construction projects Diversity & Inclusion Reynco Ltd operate an inclusive and diverse recruitment process, whilst also ensuring our clients do the same and we can provide any advice or education to them in relation to this. If there may be any support or adjustments required at any point throughout your recruitment journey with us, then please let us know and our trained consultants will assist and advise you accordingly.
Jan 09, 2026
Full time
Are you an organised Administrator or Bid professional looking to step into a busy construction role where you can learn, develop, and make an impact from day one? A growing construction group in the Northwest is seeking a Bid Coordinator/Administrator to support their Estimating function and help manage incoming tenders, bid submissions, CRM accuracy, and project documentation. This is a permanent, office-based role within a fast-paced, friendly commercial team. Bid Coordinator/Administrator Location: Wirral, Merseyside Salary: £30,000 £35,000 + Benefits Hours: Monday - Friday 8am - 5pm About the Company A well-established construction contracting group with a strong track record of delivering high-value roofing and building envelope projects across the UK. The business is in a period of continued growth and investment, offering stability, development, and long-term career progression. The Role You will support the Estimating and Bid team with administration, data management, tender coordination, and commercial reporting. Full training will be provided across systems and bid processes, making this a fantastic opportunity for someone with a strong administrative background looking to move into the commercial/bids side of construction. Key responsibilities include: Maintaining CRM data, portals, submission trackers, and project documentation Administration support across tender and bid documentation Liaising with the Estimating Manager to allocate incoming enquiries Updating project trackers, costing information, and supporting commercial reporting Generating monthly sales reports and compiling estimating data for the wider business The Ideal Candidate Administration experience within construction, estimating, sales support, bid coordination, or project support roles would be great High attention to detail, strong organisational skills, and confident working with commercial documents Able to manage multiple deadlines and prioritise workload effectively Competent with Microsoft Office (Excel essential) and CRM or project systems Strong communicator, team player, and comfortable liaising with internal stakeholders Why You ll Love This Role Competitive salary of £30,000 £35,000 Training, development, and ongoing support within a growing commercial team Genuine career progression into bid coordination, estimating support, or wider commercial pathways Friendly office culture, fast-paced workload, and exposure to large construction projects Diversity & Inclusion Reynco Ltd operate an inclusive and diverse recruitment process, whilst also ensuring our clients do the same and we can provide any advice or education to them in relation to this. If there may be any support or adjustments required at any point throughout your recruitment journey with us, then please let us know and our trained consultants will assist and advise you accordingly.
Are you an organised Administrator or Bid professional looking to step into a busy construction role where you can learn, develop, and make an impact from day one? A growing construction group in the Northwest is seeking a Bid Coordinator/Administrator to support their Estimating function and help manage incoming tenders, bid submissions, CRM accuracy, and project documentation. This is a permanent, office-based role within a fast-paced, friendly commercial team. Bid Coordinator/Administrator Location: Nr Huntingdon, Cambridgeshire Salary: £30,000 £35,000 + Benefits Hours: Monday - Friday 8am - 5pm About the Company A well-established construction contracting group with a strong track record of delivering high-value roofing and building envelope projects across the UK. The business is in a period of continued growth and investment, offering stability, development, and long-term career progression. The Role You will support the Estimating and Bid team with administration, data management, tender coordination, and commercial reporting. Full training will be provided across systems and bid processes, making this a fantastic opportunity for someone with a strong administrative background looking to move into the commercial/bids side of construction. Key responsibilities include: Maintaining CRM data, portals, submission trackers, and project documentation Administration support across tender and bid documentation Liaising with the Estimating Manager to allocate incoming enquiries Updating project trackers, costing information, and supporting commercial reporting Generating monthly sales reports and compiling estimating data for the wider business The Ideal Candidate Administration experience within construction, estimating, sales support, bid coordination, or project support roles would be great High attention to detail, strong organisational skills, and confident working with commercial documents Able to manage multiple deadlines and prioritise workload effectively Competent with Microsoft Office (Excel essential) and CRM or project systems Strong communicator, team player, and comfortable liaising with internal stakeholders Why You ll Love This Role Competitive salary of £30,000 £35,000 Training, development, and ongoing support within a growing commercial team Genuine career progression into bid coordination, estimating support, or wider commercial pathways Friendly office culture, fast-paced workload, and exposure to large construction projects Diversity & Inclusion Reynco Ltd operate an inclusive and diverse recruitment process, whilst also ensuring our clients do the same and we can provide any advice or education to them in relation to this. If there may be any support or adjustments required at any point throughout your recruitment journey with us, then please let us know and our trained consultants will assist and advise you accordingly.
Jan 09, 2026
Full time
Are you an organised Administrator or Bid professional looking to step into a busy construction role where you can learn, develop, and make an impact from day one? A growing construction group in the Northwest is seeking a Bid Coordinator/Administrator to support their Estimating function and help manage incoming tenders, bid submissions, CRM accuracy, and project documentation. This is a permanent, office-based role within a fast-paced, friendly commercial team. Bid Coordinator/Administrator Location: Nr Huntingdon, Cambridgeshire Salary: £30,000 £35,000 + Benefits Hours: Monday - Friday 8am - 5pm About the Company A well-established construction contracting group with a strong track record of delivering high-value roofing and building envelope projects across the UK. The business is in a period of continued growth and investment, offering stability, development, and long-term career progression. The Role You will support the Estimating and Bid team with administration, data management, tender coordination, and commercial reporting. Full training will be provided across systems and bid processes, making this a fantastic opportunity for someone with a strong administrative background looking to move into the commercial/bids side of construction. Key responsibilities include: Maintaining CRM data, portals, submission trackers, and project documentation Administration support across tender and bid documentation Liaising with the Estimating Manager to allocate incoming enquiries Updating project trackers, costing information, and supporting commercial reporting Generating monthly sales reports and compiling estimating data for the wider business The Ideal Candidate Administration experience within construction, estimating, sales support, bid coordination, or project support roles would be great High attention to detail, strong organisational skills, and confident working with commercial documents Able to manage multiple deadlines and prioritise workload effectively Competent with Microsoft Office (Excel essential) and CRM or project systems Strong communicator, team player, and comfortable liaising with internal stakeholders Why You ll Love This Role Competitive salary of £30,000 £35,000 Training, development, and ongoing support within a growing commercial team Genuine career progression into bid coordination, estimating support, or wider commercial pathways Friendly office culture, fast-paced workload, and exposure to large construction projects Diversity & Inclusion Reynco Ltd operate an inclusive and diverse recruitment process, whilst also ensuring our clients do the same and we can provide any advice or education to them in relation to this. If there may be any support or adjustments required at any point throughout your recruitment journey with us, then please let us know and our trained consultants will assist and advise you accordingly.
Office and Fleet Administrator Location : Loughborough, LE11 5TW Salary : £26,000 £27,000 + Excellent Benefits! Contract : Full-time, Permanent 37 hours per week Benefits: 25 Days Annual Leave + Bank Holidays, Pension Scheme, Death in Service Life Assurance 4x Annual Salary, Medicash Join Our Team at PermaRock Products Ltd! Are you highly organised, detail-driven, and ready to take on a varied and rewarding role PermaRock Products Ltd, part of the Sustainable Investments Ltd group, is a leading UK manufacturer of external wall insulation and render systems. We support new-build and refurbishment projects nationwide, delivering high-performance, regulation-compliant solutions backed by exceptional technical expertise. This is your chance to join a dynamic team and play a key role in keeping our office and fleet operations running smoothly! As our Office and Fleet Administrator, you ll be the go-to person for coordinating fleet management and supporting essential office processes. Your responsibilities will include: Preparing and issuing material guarantees Processing installer applications and coordinating approvals Maintaining compliance records and managing the Installer Training Database Operating fleet management software and analysing performance metrics Managing company car maintenance, insurance, and leases Ensuring grey fleet compliance and coordinating van servicing Maintaining accurate vehicle documentation (MOTs, insurance, tax) Acting as the first point of contact for leasing companies, insurers, and suppliers Supporting Health & Safety compliance and fleet safety programmes What You ll Bring Excellent attention to detail and accuracy Strong organisational and time-management skills Proficiency in Microsoft Office and business software Confident, professional communication skills Ability to work independently and as part of a fast-paced team A proactive, adaptable, customer-focused approach Willingness to learn and take on new challenges Why Join Us Competitive salary and benefits A supportive, collaborative team environment Opportunities to learn and grow within a leading UK manufacturer Be part of a company driving sustainability and innovation in construction We are an equal opportunities employer and welcome applications from all backgrounds. Ready to take the next step Apply today and help us keep things moving at PermaRock! No agencies please.
Jan 09, 2026
Full time
Office and Fleet Administrator Location : Loughborough, LE11 5TW Salary : £26,000 £27,000 + Excellent Benefits! Contract : Full-time, Permanent 37 hours per week Benefits: 25 Days Annual Leave + Bank Holidays, Pension Scheme, Death in Service Life Assurance 4x Annual Salary, Medicash Join Our Team at PermaRock Products Ltd! Are you highly organised, detail-driven, and ready to take on a varied and rewarding role PermaRock Products Ltd, part of the Sustainable Investments Ltd group, is a leading UK manufacturer of external wall insulation and render systems. We support new-build and refurbishment projects nationwide, delivering high-performance, regulation-compliant solutions backed by exceptional technical expertise. This is your chance to join a dynamic team and play a key role in keeping our office and fleet operations running smoothly! As our Office and Fleet Administrator, you ll be the go-to person for coordinating fleet management and supporting essential office processes. Your responsibilities will include: Preparing and issuing material guarantees Processing installer applications and coordinating approvals Maintaining compliance records and managing the Installer Training Database Operating fleet management software and analysing performance metrics Managing company car maintenance, insurance, and leases Ensuring grey fleet compliance and coordinating van servicing Maintaining accurate vehicle documentation (MOTs, insurance, tax) Acting as the first point of contact for leasing companies, insurers, and suppliers Supporting Health & Safety compliance and fleet safety programmes What You ll Bring Excellent attention to detail and accuracy Strong organisational and time-management skills Proficiency in Microsoft Office and business software Confident, professional communication skills Ability to work independently and as part of a fast-paced team A proactive, adaptable, customer-focused approach Willingness to learn and take on new challenges Why Join Us Competitive salary and benefits A supportive, collaborative team environment Opportunities to learn and grow within a leading UK manufacturer Be part of a company driving sustainability and innovation in construction We are an equal opportunities employer and welcome applications from all backgrounds. Ready to take the next step Apply today and help us keep things moving at PermaRock! No agencies please.
Partner, Crime and Regulatory page is loaded Partner, Crime and Regulatorylocations: Manchester UK - 82 King Sttime type: Full timeposted on: Posted Todayjob requisition id: RCome and join our Crime & Regulatory team as a Partner here at Markel Law Join us and play your part in something special! The opportunity: We have an excellent opportunity for a Partner to join our Crime & Regulatory team in our Manchester office. The Crime and Regulatory Team is ranked in both the Legal 500 and Chambers and Partners. They undertake a variety of types of regulatory work including inquests, health and safety, licensing, CQC/Ofsted entity regulation and professional subject area work. The team currently includes a Partner, five solicitors, three paralegals and an administrative assistant. The work is fast paced, varied and exciting, and the successful candidate will receive full training in our internal practices and procedures.Markel Law LLP (Markel Law) is an independent SRA authorised and regulated legal business offering services to both insured and non-insured clients. Our clients and business partners comprise businesses, high net worth individuals, and associations across a broad spectrum of industries.Our clients and business partners comprise of businesses, high net worth individuals and associations across a broad spectrum of industries. We operate from offices in Leeds, Manchester, London and Croydon and employ over 60 specialist solicitors. Our legal teams guide, support, defend and protect clients through a wide range of key legal services and risk scenarios.We are looking for an accomplished Senior Lawyer either currently at, or looking for promotion to, Partner level and based in Manchester to join our crime and regulatory team. The team currently consists of 5 fee earners and a senior legal administrator. What you'll be doing: The firm's crime and regulatory offering is focussed on work for Markel UK, a specialist commercial insurance provider to SMEs, professionals, associations, and the third sector. The team is ranked in both the Legal 500 and Chambers and Partners in crime, health and safety and professional field.Instructions cover the full spectrum of business crime and regulatory work, including: Inquests and public inquiries Professional subject area Gross misconduct investigations in policing Health, safety, licensing and environmental matters Entity regulation (with a focus on Ofsted and CQC)The role is to provide input into the strategic leadership, development and growth of the crime and regulatory team, along with handling a varied case load both as the day-to-day contact on cases and also as supervisor to more junior colleagues in the team. Support in leading and running the crime and regulatory team Lead, reinforce and develop internal organisational referrer relationships, corporate client and business partner relationships for growth of the crime and regulatory and wider business Take a proactive role in developing new business Input into strategy and direction at a senior level Provide both contentious and non-contentious legal advice representing businesses and individuals in an insured and uninsured capacity Supervise and mentor other lawyers within the team Carry out general management including governance, compliance, supplier and contract management Have budget, financial and profitability control including running own caseload delivering appropriate personal billing and financial targets Support the Markel Law advice line and hub services management in relation to content and quality of crime and regulatory matters Provide overall team strategic direction, development and marketing (including website, literature, communications and PR) Our must haves: Have significant expertise in more than one of our core practice areas together with management experience Understand how to work with both legal expense insurance and general insurance referrals, including establishing relationships with internal and external partners Be able to demonstrate technical excellence Deliver high quality and commercially focused advice Have experience of client management and practice development Have strong business development experience Be expected to develop and bring in new business to the department for exceptional growth Have a sound knowledge of legal/insurance relationships and their interaction, particularly in the context of liability insurance Demonstrate first class client care and communication skills across all levels Have high attention to detail and accurate case management skills Have excellent written communication skills Be an effective manager, demonstrating positive and co-operative interaction with team members Who we are: Markel Corporation (NYSE - MKL) a Fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. We're all about people We win together We strive for better We enjoy the everyday We think further What's in it for you: A great starting salary plus great annual bonus & strong benefits package 25 days paid holiday plus Bank Holidays, with the opportunity to buy / sell extra leave Fantastic company pension scheme, private medical and dental cover, life assurance, travel insurance cover, income protection, season ticket loan as well as other great benefits on offer There are countless opportunities to learn new skills and develop in your career, and we can provide the support needed to do just that!Choose 'Apply Now' to fill out our short application, so that we can find out more about you.At Markel, we are all about the people , celebrating the value of a diverse workforce that brings experience and expertise from a wide variety of backgrounds and life circumstances. Whatever your background, if you feel you meet the requirements of this role then we want to hear from you. We are also happy to consider candidates who are looking for flexible working patterns.We will ensure that individuals are provided with any reasonable accommodations to be able to participate in the job application or interview process and to perform essential job functions if successful. Please contact us via email at or call us at to request any accommodations or adjustments that may be needed, including alternative formats of documents or information on how to apply offline.
Jan 09, 2026
Full time
Partner, Crime and Regulatory page is loaded Partner, Crime and Regulatorylocations: Manchester UK - 82 King Sttime type: Full timeposted on: Posted Todayjob requisition id: RCome and join our Crime & Regulatory team as a Partner here at Markel Law Join us and play your part in something special! The opportunity: We have an excellent opportunity for a Partner to join our Crime & Regulatory team in our Manchester office. The Crime and Regulatory Team is ranked in both the Legal 500 and Chambers and Partners. They undertake a variety of types of regulatory work including inquests, health and safety, licensing, CQC/Ofsted entity regulation and professional subject area work. The team currently includes a Partner, five solicitors, three paralegals and an administrative assistant. The work is fast paced, varied and exciting, and the successful candidate will receive full training in our internal practices and procedures.Markel Law LLP (Markel Law) is an independent SRA authorised and regulated legal business offering services to both insured and non-insured clients. Our clients and business partners comprise businesses, high net worth individuals, and associations across a broad spectrum of industries.Our clients and business partners comprise of businesses, high net worth individuals and associations across a broad spectrum of industries. We operate from offices in Leeds, Manchester, London and Croydon and employ over 60 specialist solicitors. Our legal teams guide, support, defend and protect clients through a wide range of key legal services and risk scenarios.We are looking for an accomplished Senior Lawyer either currently at, or looking for promotion to, Partner level and based in Manchester to join our crime and regulatory team. The team currently consists of 5 fee earners and a senior legal administrator. What you'll be doing: The firm's crime and regulatory offering is focussed on work for Markel UK, a specialist commercial insurance provider to SMEs, professionals, associations, and the third sector. The team is ranked in both the Legal 500 and Chambers and Partners in crime, health and safety and professional field.Instructions cover the full spectrum of business crime and regulatory work, including: Inquests and public inquiries Professional subject area Gross misconduct investigations in policing Health, safety, licensing and environmental matters Entity regulation (with a focus on Ofsted and CQC)The role is to provide input into the strategic leadership, development and growth of the crime and regulatory team, along with handling a varied case load both as the day-to-day contact on cases and also as supervisor to more junior colleagues in the team. Support in leading and running the crime and regulatory team Lead, reinforce and develop internal organisational referrer relationships, corporate client and business partner relationships for growth of the crime and regulatory and wider business Take a proactive role in developing new business Input into strategy and direction at a senior level Provide both contentious and non-contentious legal advice representing businesses and individuals in an insured and uninsured capacity Supervise and mentor other lawyers within the team Carry out general management including governance, compliance, supplier and contract management Have budget, financial and profitability control including running own caseload delivering appropriate personal billing and financial targets Support the Markel Law advice line and hub services management in relation to content and quality of crime and regulatory matters Provide overall team strategic direction, development and marketing (including website, literature, communications and PR) Our must haves: Have significant expertise in more than one of our core practice areas together with management experience Understand how to work with both legal expense insurance and general insurance referrals, including establishing relationships with internal and external partners Be able to demonstrate technical excellence Deliver high quality and commercially focused advice Have experience of client management and practice development Have strong business development experience Be expected to develop and bring in new business to the department for exceptional growth Have a sound knowledge of legal/insurance relationships and their interaction, particularly in the context of liability insurance Demonstrate first class client care and communication skills across all levels Have high attention to detail and accurate case management skills Have excellent written communication skills Be an effective manager, demonstrating positive and co-operative interaction with team members Who we are: Markel Corporation (NYSE - MKL) a Fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. We're all about people We win together We strive for better We enjoy the everyday We think further What's in it for you: A great starting salary plus great annual bonus & strong benefits package 25 days paid holiday plus Bank Holidays, with the opportunity to buy / sell extra leave Fantastic company pension scheme, private medical and dental cover, life assurance, travel insurance cover, income protection, season ticket loan as well as other great benefits on offer There are countless opportunities to learn new skills and develop in your career, and we can provide the support needed to do just that!Choose 'Apply Now' to fill out our short application, so that we can find out more about you.At Markel, we are all about the people , celebrating the value of a diverse workforce that brings experience and expertise from a wide variety of backgrounds and life circumstances. Whatever your background, if you feel you meet the requirements of this role then we want to hear from you. We are also happy to consider candidates who are looking for flexible working patterns.We will ensure that individuals are provided with any reasonable accommodations to be able to participate in the job application or interview process and to perform essential job functions if successful. Please contact us via email at or call us at to request any accommodations or adjustments that may be needed, including alternative formats of documents or information on how to apply offline.
Pensions Audit School Leaver Programme (Autumn 2026) - Manchester At Grant Thornton we do things differently - looking to the future, driving ambitious growth and pioneering positive change in our industry. Providing audit, tax and advisory services, we empower clients through strategic insight, curiosity, and genuine partnership. We empower our people with real opportunity, an inclusive culture and work life balance. A true alternative. With over 5,000 people in the UK and a presence in 150 global markets, we are on an ambitious journey, from great to exceptional, and we need the best people to help us achieve our potential. This gives you the opportunity to help redefine what our industry looks like and what you want from your career. Job Description: Real responsibility. Real impact. Right from the start. Auditors are investigators, problem solvers, and trusted advisers. They dive deep into how businesses operate, ensuring the numbers tell the real story, and helping organisations stay on track. Think of it as a backstage pass to the business world, where you don't just observe - you make a difference. At Grant Thornton, we're looking for actively curious, purposefully driven, and candid but kind individuals who want to shape the future of business - not follow it. Our Pensions Audit team works with a wide range of clients, including many household names, covering industry wide schemes, corporate pension schemes and master trusts. These organisations manage the retirement savings of millions and operate in a highly regulated environment where accuracy, governance, and transparency are paramount. That's where we come in. Our audit services team provides the assurance that pension scheme trustees, members and regulators rely on. With a strong reputation for quality and insight, you'll be part of a team that's helping to safeguard the future financial well being of pension scheme members. We also assist our commercial audit teams to audit pension scheme balances and disclosures that appear in company accounts. Our five year audit school leaver programme is your launchpad to a meaningful career, a professional qualification, and a chance to make a real impact on UK businesses. What you'll do Work with a variety of pension schemes, from large corporate household names to specialist industry wide schemes, gaining exposure to different governance structures, investment strategies and regulatory challenges. Get hands on with real audits, reviewing financial statements, testing contributions and benefits, and helping ensure pension schemes are accurately reporting how they manage members' retirement savings. Understand how pension schemes operate by analysing funding positions, assessing internal controls and learning how trustees and administrators manage assets, liabilities and risk. Use data and technology to spot trends, identify anomalies and support your findings. Keep learning and growing by staying up to date with pensions regulations, developing your professional judgement and building relationships with mentors and specialists across the firm. Study with support, with dedicated time to study and a team behind you as you work towards your CFAB and ACA qualifications. Who we're looking for We have a flexible approach to academic entry requirements and consider strengths and motivations. We're looking for people who want to contribute, spark fresh ideas and go beyond expectations. Curious minds who explore ideas and ask thoughtful questions. Innovative problem solvers who think creatively, spot patterns and turn data into meaningful insights. Collaborative partners who work respectfully and build trust with others. Effective communicators who listen, adapt and express ideas clearly. Self leaders who manage and flex their time, mindset and energy effectively. Career mindful contributors who take initiative and are motivated to grow. What you'll get Kick start your career with a structured five year programme designed to give you real world experience from day one. Fully funded professional qualification, including paid study leave, expert tuition and all course fees covered. Technology to support your learning and client work. Dedicated support network, from experienced managers and mentors to college tutors who guide you every step of the way. Our approach to how we work helps you balance life, learning and work. Exclusive discounts on shopping, gyms and wellbeing services. Opportunities to give back through mentoring, volunteering or fundraising initiatives. Competitive salary and benefits package, including: Extra holiday options (including flexible bank holidays and the option to purchase additional holidays) Life assurance Private medical insurance What we expect from you As part of your training with us you'll be provided with study leave to support you in completing your professional qualification. Completing a qualification is a substantial commitment and it's worth taking into consideration before applying, as you will be required to study in your spare time outside of your working hours. You'll also be provided with study leave in the run up to your exams. You'll need to be focused, committed and organised to balance all the requirements of being a trainee. Join the firm that's shaping the accountants of the future. We're growing fast and we want you to grow with us. With digital first innovation and an inclusive culture that powers progress, this is your chance to shape what's next. This isn't just a school leave programme. It's the start of something bigger.
Jan 09, 2026
Full time
Pensions Audit School Leaver Programme (Autumn 2026) - Manchester At Grant Thornton we do things differently - looking to the future, driving ambitious growth and pioneering positive change in our industry. Providing audit, tax and advisory services, we empower clients through strategic insight, curiosity, and genuine partnership. We empower our people with real opportunity, an inclusive culture and work life balance. A true alternative. With over 5,000 people in the UK and a presence in 150 global markets, we are on an ambitious journey, from great to exceptional, and we need the best people to help us achieve our potential. This gives you the opportunity to help redefine what our industry looks like and what you want from your career. Job Description: Real responsibility. Real impact. Right from the start. Auditors are investigators, problem solvers, and trusted advisers. They dive deep into how businesses operate, ensuring the numbers tell the real story, and helping organisations stay on track. Think of it as a backstage pass to the business world, where you don't just observe - you make a difference. At Grant Thornton, we're looking for actively curious, purposefully driven, and candid but kind individuals who want to shape the future of business - not follow it. Our Pensions Audit team works with a wide range of clients, including many household names, covering industry wide schemes, corporate pension schemes and master trusts. These organisations manage the retirement savings of millions and operate in a highly regulated environment where accuracy, governance, and transparency are paramount. That's where we come in. Our audit services team provides the assurance that pension scheme trustees, members and regulators rely on. With a strong reputation for quality and insight, you'll be part of a team that's helping to safeguard the future financial well being of pension scheme members. We also assist our commercial audit teams to audit pension scheme balances and disclosures that appear in company accounts. Our five year audit school leaver programme is your launchpad to a meaningful career, a professional qualification, and a chance to make a real impact on UK businesses. What you'll do Work with a variety of pension schemes, from large corporate household names to specialist industry wide schemes, gaining exposure to different governance structures, investment strategies and regulatory challenges. Get hands on with real audits, reviewing financial statements, testing contributions and benefits, and helping ensure pension schemes are accurately reporting how they manage members' retirement savings. Understand how pension schemes operate by analysing funding positions, assessing internal controls and learning how trustees and administrators manage assets, liabilities and risk. Use data and technology to spot trends, identify anomalies and support your findings. Keep learning and growing by staying up to date with pensions regulations, developing your professional judgement and building relationships with mentors and specialists across the firm. Study with support, with dedicated time to study and a team behind you as you work towards your CFAB and ACA qualifications. Who we're looking for We have a flexible approach to academic entry requirements and consider strengths and motivations. We're looking for people who want to contribute, spark fresh ideas and go beyond expectations. Curious minds who explore ideas and ask thoughtful questions. Innovative problem solvers who think creatively, spot patterns and turn data into meaningful insights. Collaborative partners who work respectfully and build trust with others. Effective communicators who listen, adapt and express ideas clearly. Self leaders who manage and flex their time, mindset and energy effectively. Career mindful contributors who take initiative and are motivated to grow. What you'll get Kick start your career with a structured five year programme designed to give you real world experience from day one. Fully funded professional qualification, including paid study leave, expert tuition and all course fees covered. Technology to support your learning and client work. Dedicated support network, from experienced managers and mentors to college tutors who guide you every step of the way. Our approach to how we work helps you balance life, learning and work. Exclusive discounts on shopping, gyms and wellbeing services. Opportunities to give back through mentoring, volunteering or fundraising initiatives. Competitive salary and benefits package, including: Extra holiday options (including flexible bank holidays and the option to purchase additional holidays) Life assurance Private medical insurance What we expect from you As part of your training with us you'll be provided with study leave to support you in completing your professional qualification. Completing a qualification is a substantial commitment and it's worth taking into consideration before applying, as you will be required to study in your spare time outside of your working hours. You'll also be provided with study leave in the run up to your exams. You'll need to be focused, committed and organised to balance all the requirements of being a trainee. Join the firm that's shaping the accountants of the future. We're growing fast and we want you to grow with us. With digital first innovation and an inclusive culture that powers progress, this is your chance to shape what's next. This isn't just a school leave programme. It's the start of something bigger.
