HR Administrator £26,000 - £28,000 Oldham A lot of people want to start a career in HR but don't know where to start or get pushed back, here's an opening just for you. This is an opportunity for someone who has business admin exp, perhaps finished CIPD Level 3 and looking for their first break through in HR. This is amazing, HR Admin role, will suit someone with experience already or wants to get into it as a full time career, but you do need to have some basic HR knowledge already. Role remit covers all aspects of HR from recruitment and onboarding through to employee relations and internal projects; HR Advisor is going to give you all the exposure in a full generalist capacity. Perfect skill booster, setting you up for a long term career. You'll work in a team of 2 with a Senior HR Advisor who is CIPD qualified and will teach you everything you need to know when it comes to HR. She's brilliant. Super down to earth culture, relaxed, it's full time office based, a real face to face role so be prepared for face to face HR support, mingling with the team and getting your steps in around the office and site! Further down the line the business will fund CIPD studies if you wish - they want you to do well and improve your learning. Get applying ASAP!
Mar 17, 2026
Full time
HR Administrator £26,000 - £28,000 Oldham A lot of people want to start a career in HR but don't know where to start or get pushed back, here's an opening just for you. This is an opportunity for someone who has business admin exp, perhaps finished CIPD Level 3 and looking for their first break through in HR. This is amazing, HR Admin role, will suit someone with experience already or wants to get into it as a full time career, but you do need to have some basic HR knowledge already. Role remit covers all aspects of HR from recruitment and onboarding through to employee relations and internal projects; HR Advisor is going to give you all the exposure in a full generalist capacity. Perfect skill booster, setting you up for a long term career. You'll work in a team of 2 with a Senior HR Advisor who is CIPD qualified and will teach you everything you need to know when it comes to HR. She's brilliant. Super down to earth culture, relaxed, it's full time office based, a real face to face role so be prepared for face to face HR support, mingling with the team and getting your steps in around the office and site! Further down the line the business will fund CIPD studies if you wish - they want you to do well and improve your learning. Get applying ASAP!
This Senior IFA Administrator job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Senior IFA Administrator, your duties will include: Processing of new business applications on all types of Pensions, Investments & Protection Liaising with product providers Producing illustrations, comparison quotations including the collating of literature and pre-population of applications Processing letters of authority Updating client portfolios for annual reviews and printing reports Completion of ad hoc administration and requests on behalf of the team Diary management- scheduling/rescheduling appointments Occasional meeting & greeting of clients/visitors to the office Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. IFA Administrator Requirements You must be an experienced Administrator within financial services Ideally you should have experience of one or more of the following: Supporting Financial Advisors Group Scheme Administration Mortgage Administration You must have good written and verbal communication skills Experience with IO would be advantageous but not essential Our client is focused on values driven individuals who are motivated by delivering great service to clients IFA Administrator Benefits Competitive salary up to £40,000 Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Mar 17, 2026
Full time
This Senior IFA Administrator job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Senior IFA Administrator, your duties will include: Processing of new business applications on all types of Pensions, Investments & Protection Liaising with product providers Producing illustrations, comparison quotations including the collating of literature and pre-population of applications Processing letters of authority Updating client portfolios for annual reviews and printing reports Completion of ad hoc administration and requests on behalf of the team Diary management- scheduling/rescheduling appointments Occasional meeting & greeting of clients/visitors to the office Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. IFA Administrator Requirements You must be an experienced Administrator within financial services Ideally you should have experience of one or more of the following: Supporting Financial Advisors Group Scheme Administration Mortgage Administration You must have good written and verbal communication skills Experience with IO would be advantageous but not essential Our client is focused on values driven individuals who are motivated by delivering great service to clients IFA Administrator Benefits Competitive salary up to £40,000 Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Senior Administrator Bristol (Office-based Hybrid considered) £27,000-£31, hours per week Permanent A well-established wealth management firm is looking for a Senior Administrator to join its growing operations team in Bristol. This is far more than a standard admin role, it's a key position supporting advisers, clients and senior leadership within a professional, client-focused environment. The Role Processing investment transactions (trades, income, corporate actions & cash movements) Carrying out reconciliations across internal systems and custodians Preparing monthly, quarterly and annual client reports Supporting senior management with reporting and operational oversight Acting as a mentor and quality checker for junior team members Contributing to process improvements and operational efficiency Full training will be provided, but you'll be trusted to take ownership and work independently once established. What You'll Bring 3+ years' experience in an administrative or operations role (wealth management / financial services preferred) Excellent attention to detail and accuracy Strong organisational and communication skills Confidence handling data, reporting and client instructions Industry qualifications (or working towards) desirable What's On Offer Bristol city centre location with excellent transport links 25 days holiday + bank holidays Additional leave between Christmas & New Year Company pension scheme Group life cover (4x salary) Emergency fund support Supportive, professional team environment If you're looking for a structured role within a respected wealth management firm - where quality and client service genuinely matter, this could be an excellent next step. Apply now or message for a confidential chat.
Mar 17, 2026
Full time
Senior Administrator Bristol (Office-based Hybrid considered) £27,000-£31, hours per week Permanent A well-established wealth management firm is looking for a Senior Administrator to join its growing operations team in Bristol. This is far more than a standard admin role, it's a key position supporting advisers, clients and senior leadership within a professional, client-focused environment. The Role Processing investment transactions (trades, income, corporate actions & cash movements) Carrying out reconciliations across internal systems and custodians Preparing monthly, quarterly and annual client reports Supporting senior management with reporting and operational oversight Acting as a mentor and quality checker for junior team members Contributing to process improvements and operational efficiency Full training will be provided, but you'll be trusted to take ownership and work independently once established. What You'll Bring 3+ years' experience in an administrative or operations role (wealth management / financial services preferred) Excellent attention to detail and accuracy Strong organisational and communication skills Confidence handling data, reporting and client instructions Industry qualifications (or working towards) desirable What's On Offer Bristol city centre location with excellent transport links 25 days holiday + bank holidays Additional leave between Christmas & New Year Company pension scheme Group life cover (4x salary) Emergency fund support Supportive, professional team environment If you're looking for a structured role within a respected wealth management firm - where quality and client service genuinely matter, this could be an excellent next step. Apply now or message for a confidential chat.
Financial Planning Director - Birmingham Location: Birmingham Package: up to £120,000 plus bonus and benefits An established, nationally respected wealth management firm is seeking an experienced Financial Planning Director to join its Birmingham office . This is a senior leadership opportunity within a highly regarded business known for its long-term client relationships, responsible investment approach, and strong ethical values. The Opportunity As Financial Planning Director , you will work closely with the Office Lead , a highly experienced Financial Planner, and the company's Investment Managers to deliver a seamless, client-focused wealth management service. Together, you will take joint responsibility for managing existing client relationships, handling new client enquiries, and generating new business through both internal collaboration and external networking. You will also lead and develop a small, high-performing support team consisting of three paraplanners and one administrator, ensuring the continued delivery of excellent client service. Teamwork and complementary skills will be key to success in this role. The business is looking for someone whose expertise and personality will enhance and balance the existing team, broadening its ability to connect with a diverse client base. Key Responsibilities Provide holistic financial planning and investment advice across pensions, investments, protection, and estate planning. Manage and develop relationships with new and existing clients, ensuring an exceptional standard of advice and service. Collaborate closely with the Office Lead and Investment Managers to deliver integrated financial and investment solutions. Drive new business opportunities through proactive networking, referrals, and professional partnerships. Lead, mentor, and develop paraplanners and support staff within the office. Contribute to the continued commercial growth and strategic development of the Birmingham office. Maintain high standards of professionalism, compliance, and ethical conduct in all client interactions. About You Chartered Financial Planner (or close to Chartered status). Proven success in new business development and long-term client relationship management. Strong technical knowledge across all areas of financial planning. Commercially astute with excellent communication and interpersonal skills. Experienced team leader who can inspire and develop others. Ideally experienced in Defined Benefit Pension Scheme transfers. Collaborative, empathetic, and motivated by shared success. Package and Benefits The role offers a competitive package of up to £120,000 basic salary plus a range of benefits, including: 9% employer pension contribution 10x death in service cover Share plan Private medical insurance and dental cover Study support and professional development opportunities Discretionary annual bonus based on performance The package is negotiable to attract the right candidate. Why Apply? This role offers a unique opportunity to join a respected wealth management firm with a clear purpose and long-term vision. You will work alongside highly experienced professionals, enjoy autonomy in managing your clients, and play a pivotal role in shaping the continued growth of the Birmingham office. If you are a senior-level financial planner with strong business development credentials and a passion for delivering outstanding client outcomes, this could be the perfect next step in your career.
Mar 17, 2026
Full time
Financial Planning Director - Birmingham Location: Birmingham Package: up to £120,000 plus bonus and benefits An established, nationally respected wealth management firm is seeking an experienced Financial Planning Director to join its Birmingham office . This is a senior leadership opportunity within a highly regarded business known for its long-term client relationships, responsible investment approach, and strong ethical values. The Opportunity As Financial Planning Director , you will work closely with the Office Lead , a highly experienced Financial Planner, and the company's Investment Managers to deliver a seamless, client-focused wealth management service. Together, you will take joint responsibility for managing existing client relationships, handling new client enquiries, and generating new business through both internal collaboration and external networking. You will also lead and develop a small, high-performing support team consisting of three paraplanners and one administrator, ensuring the continued delivery of excellent client service. Teamwork and complementary skills will be key to success in this role. The business is looking for someone whose expertise and personality will enhance and balance the existing team, broadening its ability to connect with a diverse client base. Key Responsibilities Provide holistic financial planning and investment advice across pensions, investments, protection, and estate planning. Manage and develop relationships with new and existing clients, ensuring an exceptional standard of advice and service. Collaborate closely with the Office Lead and Investment Managers to deliver integrated financial and investment solutions. Drive new business opportunities through proactive networking, referrals, and professional partnerships. Lead, mentor, and develop paraplanners and support staff within the office. Contribute to the continued commercial growth and strategic development of the Birmingham office. Maintain high standards of professionalism, compliance, and ethical conduct in all client interactions. About You Chartered Financial Planner (or close to Chartered status). Proven success in new business development and long-term client relationship management. Strong technical knowledge across all areas of financial planning. Commercially astute with excellent communication and interpersonal skills. Experienced team leader who can inspire and develop others. Ideally experienced in Defined Benefit Pension Scheme transfers. Collaborative, empathetic, and motivated by shared success. Package and Benefits The role offers a competitive package of up to £120,000 basic salary plus a range of benefits, including: 9% employer pension contribution 10x death in service cover Share plan Private medical insurance and dental cover Study support and professional development opportunities Discretionary annual bonus based on performance The package is negotiable to attract the right candidate. Why Apply? This role offers a unique opportunity to join a respected wealth management firm with a clear purpose and long-term vision. You will work alongside highly experienced professionals, enjoy autonomy in managing your clients, and play a pivotal role in shaping the continued growth of the Birmingham office. If you are a senior-level financial planner with strong business development credentials and a passion for delivering outstanding client outcomes, this could be the perfect next step in your career.
Service Service Employment Agency Limited
Norwich, Norfolk
My clients, a very reputable and well established financial planning practice based just twenty minutes east of Norwich are looking for a Financial Administration Professional. My client is a family orientated firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being. My client is looking to recruit the right individual as a Personal Assistant also carrying out administrative tasks. It is important that you have some experience in Financial Services. You will be working closely with Senior Management / Directors, to help transact new business and produce ongoing progress documents for existing clients. Requirements Great organisational skills - ability to prioritise and manage own workload Experience in Financial Services, working in a similar role Ideally holding or working towards professional qualifications Good communication skills, able to deal with clients, support colleagues and challenge providers Knowledge on anti-money laundering, TCF and compliance procedures IT skills and use or Intelligent office or similar Responsibilities: The preparation of New Business files The submission of new business applications Ongoing management of existing client bank - including preparing portfolio reports/client review documents Client change of agency and information gathering Client support, processing trades and answering client queries Liaising with advisers and paraplanners throughout the process Updating the back office system and keeping files and records up to date PA work - managing advisers diary, booking client appointments and deal with adviser emails. General office admin - scanning, answering the telephone, processing post What my client can offer you Competitive Salary with KPI based bonus scheme Career progression opportunities Family run business environment Benefits My client provides support with R0 exams both financially and in terms of study support 28 days holiday + BH My client is happy to consider flexible working e.g. school hours Monday to Friday with some working from home. Pension
Mar 17, 2026
Full time
My clients, a very reputable and well established financial planning practice based just twenty minutes east of Norwich are looking for a Financial Administration Professional. My client is a family orientated firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being. My client is looking to recruit the right individual as a Personal Assistant also carrying out administrative tasks. It is important that you have some experience in Financial Services. You will be working closely with Senior Management / Directors, to help transact new business and produce ongoing progress documents for existing clients. Requirements Great organisational skills - ability to prioritise and manage own workload Experience in Financial Services, working in a similar role Ideally holding or working towards professional qualifications Good communication skills, able to deal with clients, support colleagues and challenge providers Knowledge on anti-money laundering, TCF and compliance procedures IT skills and use or Intelligent office or similar Responsibilities: The preparation of New Business files The submission of new business applications Ongoing management of existing client bank - including preparing portfolio reports/client review documents Client change of agency and information gathering Client support, processing trades and answering client queries Liaising with advisers and paraplanners throughout the process Updating the back office system and keeping files and records up to date PA work - managing advisers diary, booking client appointments and deal with adviser emails. General office admin - scanning, answering the telephone, processing post What my client can offer you Competitive Salary with KPI based bonus scheme Career progression opportunities Family run business environment Benefits My client provides support with R0 exams both financially and in terms of study support 28 days holiday + BH My client is happy to consider flexible working e.g. school hours Monday to Friday with some working from home. Pension
Job Title: Paraplanning Administrator (Senior Administrator) Industry: Financial Services Location: Weston Super Mare Salary: Up to £40,000 Reference Number: 10161 Job Description: Recruit UK are working on an excellent opportunity for an experienced Paraplanning Administrator to join a growing and ambitious firm in Weston Super Mare. This is a key role within a collaborative team, supporting advisers with both the technical and administrative aspects of the advice process. The successful candidate will be detail focused, organised and flexible in their approach, with a strong understanding of financial services and a commitment to delivering an excellent client experience. Duties include: Drafting suitability letters for advisers Ensuring back office systems are accurate and kept up to date, with all client service reminders in place and adhered to Managing and maintaining financial records in line with regulatory requirements Communicating with clients and internal teams to respond to queries and provide a high level of customer service Organising and scheduling meetings and preparing all required documentation in advance Analysing financial data to identify trends, discrepancies and opportunities for improvement Providing general financial administration support including filing, data entry and record management Working closely with other team members to ensure best practice and exemplary client service What's in it for you: Competitive salary between £30,000 and £40,000 depending on experience Pension, DIS, Private Medical, Discretionary bonus Exposure to both technical paraplanning and financial administration Supportive and collaborative team environment Ongoing training and development within financial services Long term career progression within the business Skills and Experience Required: Previous experience within financial services in a related role Level 4 qualification or working towards this is preferred Proficiency with Intelliflo desirable IT literate and able to manage varied tools/systems Excellent organisational skills with strong attention to detail Strong analytical skills and the ability to interpret financial data Professional written and verbal communication skills Client focused mindset with a commitment to delivering high quality service
Mar 17, 2026
Full time
Job Title: Paraplanning Administrator (Senior Administrator) Industry: Financial Services Location: Weston Super Mare Salary: Up to £40,000 Reference Number: 10161 Job Description: Recruit UK are working on an excellent opportunity for an experienced Paraplanning Administrator to join a growing and ambitious firm in Weston Super Mare. This is a key role within a collaborative team, supporting advisers with both the technical and administrative aspects of the advice process. The successful candidate will be detail focused, organised and flexible in their approach, with a strong understanding of financial services and a commitment to delivering an excellent client experience. Duties include: Drafting suitability letters for advisers Ensuring back office systems are accurate and kept up to date, with all client service reminders in place and adhered to Managing and maintaining financial records in line with regulatory requirements Communicating with clients and internal teams to respond to queries and provide a high level of customer service Organising and scheduling meetings and preparing all required documentation in advance Analysing financial data to identify trends, discrepancies and opportunities for improvement Providing general financial administration support including filing, data entry and record management Working closely with other team members to ensure best practice and exemplary client service What's in it for you: Competitive salary between £30,000 and £40,000 depending on experience Pension, DIS, Private Medical, Discretionary bonus Exposure to both technical paraplanning and financial administration Supportive and collaborative team environment Ongoing training and development within financial services Long term career progression within the business Skills and Experience Required: Previous experience within financial services in a related role Level 4 qualification or working towards this is preferred Proficiency with Intelliflo desirable IT literate and able to manage varied tools/systems Excellent organisational skills with strong attention to detail Strong analytical skills and the ability to interpret financial data Professional written and verbal communication skills Client focused mindset with a commitment to delivering high quality service
Henlee Resourcing is working in partnership with this well respected professional services business with bases in Swindon, Bath and Bristol, to recruit a talented HR / People Advisor on a permanent basis. Ideally the role will be full time, however the business will be flexible for the right person (minimum 4 days or condensed working week). As HR Advisor you will be involved in a challenging and diverse role being the first point of contact for HR advice across all business areas. You will provide proactive end to end support and solutions across all stages of the employee life cycle which encompasses employee relations, performance management, policies and practices, organisational change and development needs. You will also support on recruitment activity, as required alongside the Talent Acquisition team. You will need to have regular attendance at the office (2-3 days per week with some occasional travel), to build positive working relationships with key stakeholders. You will be proactive and solutions focused, looking for continuous improvements to help foster a positive working environment. Key Accountabilities: Advising and coaching line managers in key HR areas such as recruitment, employee relations, performance and absence management, employee engagement, change and wellbeing, providing support as required Support all people managers across the business to ensure best practice HR solutions are implemented and followed Discuss with managers resource needs and liaise with the talent acquisition team on sourcing of roles and supporting with interviews as necessary. Liaise with managers regarding performance and development areas and support on processes where necessary Responsible for onboarding, delivering induction, providing a quarterly report on new starter check ins and supporting managers with the onboarding of new starters, issuing contracts and onboarding Responsible for all absence from work processes, such as holiday, family leave and sickness Supporting the annual pay review process, which includes benchmarking data, liaising with managers regarding pay and supporting the employee documentation to confirm changes Review all letters drafted by the HR Administrator such as contracts of employment, changes to terms & conditions, flexible working requests, probation passed letters, and other such letters as required Be responsible for reviewing all drafted leavers letters, completing all exit interviews and reporting back to the HR Business Partners on themes Responsible for employee engagement, supporting the employee forum, wellbeing champions, ED&I committee, engagement surveys and firm wide initiatives Key Skills / Experience: CIPD qualified - ideally level 5 / studying towards Sound understanding of HR policies, practices and employment legislation, with the ability to use this knowledge to advise, coach and influence at all levels within a professional services environment Understanding and practical application of UK Employment legislative framework Evidence strong experience in HR processes and procedures, e.g. performance management, talent selection, leavers, absence management etc A naturally open communicator, ensuring the wider HR team are kept up to date with developments within the remit of your role Confident with the ability to deal directly with senior stakeholders and build relationships at all levels of the organisation, remaining objective yet assertive Proactive approach, comfortable to initiate or suggest process improvements Passionate about delivering the highest possible standards of service, with a positive 'can do' attitude A desire to drive change and make things happen Solutions focused advice to the business If you are looking for a challenging and progressive role with a reputable professional services organisation and can demonstrate the above capabilities, we are keen to hear from you. Henlee Resourcing is a specialist full service human resources recruitment consultancy operating across the South West, M3, M4 and M5 corridors.
Mar 17, 2026
Full time
Henlee Resourcing is working in partnership with this well respected professional services business with bases in Swindon, Bath and Bristol, to recruit a talented HR / People Advisor on a permanent basis. Ideally the role will be full time, however the business will be flexible for the right person (minimum 4 days or condensed working week). As HR Advisor you will be involved in a challenging and diverse role being the first point of contact for HR advice across all business areas. You will provide proactive end to end support and solutions across all stages of the employee life cycle which encompasses employee relations, performance management, policies and practices, organisational change and development needs. You will also support on recruitment activity, as required alongside the Talent Acquisition team. You will need to have regular attendance at the office (2-3 days per week with some occasional travel), to build positive working relationships with key stakeholders. You will be proactive and solutions focused, looking for continuous improvements to help foster a positive working environment. Key Accountabilities: Advising and coaching line managers in key HR areas such as recruitment, employee relations, performance and absence management, employee engagement, change and wellbeing, providing support as required Support all people managers across the business to ensure best practice HR solutions are implemented and followed Discuss with managers resource needs and liaise with the talent acquisition team on sourcing of roles and supporting with interviews as necessary. Liaise with managers regarding performance and development areas and support on processes where necessary Responsible for onboarding, delivering induction, providing a quarterly report on new starter check ins and supporting managers with the onboarding of new starters, issuing contracts and onboarding Responsible for all absence from work processes, such as holiday, family leave and sickness Supporting the annual pay review process, which includes benchmarking data, liaising with managers regarding pay and supporting the employee documentation to confirm changes Review all letters drafted by the HR Administrator such as contracts of employment, changes to terms & conditions, flexible working requests, probation passed letters, and other such letters as required Be responsible for reviewing all drafted leavers letters, completing all exit interviews and reporting back to the HR Business Partners on themes Responsible for employee engagement, supporting the employee forum, wellbeing champions, ED&I committee, engagement surveys and firm wide initiatives Key Skills / Experience: CIPD qualified - ideally level 5 / studying towards Sound understanding of HR policies, practices and employment legislation, with the ability to use this knowledge to advise, coach and influence at all levels within a professional services environment Understanding and practical application of UK Employment legislative framework Evidence strong experience in HR processes and procedures, e.g. performance management, talent selection, leavers, absence management etc A naturally open communicator, ensuring the wider HR team are kept up to date with developments within the remit of your role Confident with the ability to deal directly with senior stakeholders and build relationships at all levels of the organisation, remaining objective yet assertive Proactive approach, comfortable to initiate or suggest process improvements Passionate about delivering the highest possible standards of service, with a positive 'can do' attitude A desire to drive change and make things happen Solutions focused advice to the business If you are looking for a challenging and progressive role with a reputable professional services organisation and can demonstrate the above capabilities, we are keen to hear from you. Henlee Resourcing is a specialist full service human resources recruitment consultancy operating across the South West, M3, M4 and M5 corridors.
The ideal candidate will supports the Contract Manager in the day-to-day coordination and administration of contract, ensuring operational performance, reporting, invoicing, and service delivery requirements are maintained. The role involves monitoring repair orders, producing operational reports, coordinating engineer activities, managing financial administration, and ensuring communication betwe click apply for full job details
Mar 17, 2026
Full time
The ideal candidate will supports the Contract Manager in the day-to-day coordination and administration of contract, ensuring operational performance, reporting, invoicing, and service delivery requirements are maintained. The role involves monitoring repair orders, producing operational reports, coordinating engineer activities, managing financial administration, and ensuring communication betwe click apply for full job details
Henlee Resourcing is working in partnership with this well respected professional services business with bases in Swindon, Bath and Bristol, to recruit a talented HR / People Advisor on a permanent basis. Ideally the role will be full time, however the business will be flexible for the right person (minimum 4 days or condensed working week). As HR Advisor you will be involved in a challenging and diverse role being the first point of contact for HR advice across all business areas. You will provide proactive end to end support and solutions across all stages of the employee life cycle which encompasses employee relations, performance management, policies and practices, organisational change and development needs. You will also support on recruitment activity, as required alongside the Talent Acquisition team. You will need to have regular attendance at the office (2-3 days per week with some occasional travel), to build positive working relationships with key stakeholders. You will be proactive and solutions focused, looking for continuous improvements to help foster a positive working environment. Key Accountabilities: Advising and coaching line managers in key HR areas such as recruitment, employee relations, performance and absence management, employee engagement, change and wellbeing, providing support as required Support all people managers across the business to ensure best practice HR solutions are implemented and followed Discuss with managers resource needs and liaise with the talent acquisition team on sourcing of roles and supporting with interviews as necessary. Liaise with managers regarding performance and development areas and support on processes where necessary Responsible for onboarding, delivering induction, providing a quarterly report on new starter check ins and supporting managers with the onboarding of new starters, issuing contracts and onboarding Responsible for all absence from work processes, such as holiday, family leave and sickness Supporting the annual pay review process, which includes benchmarking data, liaising with managers regarding pay and supporting the employee documentation to confirm changes Review all letters drafted by the HR Administrator such as contracts of employment, changes to terms & conditions, flexible working requests, probation passed letters, and other such letters as required Be responsible for reviewing all drafted leavers letters, completing all exit interviews and reporting back to the HR Business Partners on themes Responsible for employee engagement, supporting the employee forum, wellbeing champions, ED&I committee, engagement surveys and firm wide initiatives Key Skills / Experience: CIPD qualified - ideally level 5 / studying towards Sound understanding of HR policies, practices and employment legislation, with the ability to use this knowledge to advise, coach and influence at all levels within a professional services environment Understanding and practical application of UK Employment legislative framework Evidence strong experience in HR processes and procedures, e.g. performance management, talent selection, leavers, absence management etc A naturally open communicator, ensuring the wider HR team are kept up to date with developments within the remit of your role Confident with the ability to deal directly with senior stakeholders and build relationships at all levels of the organisation, remaining objective yet assertive Proactive approach, comfortable to initiate or suggest process improvements Passionate about delivering the highest possible standards of service, with a positive 'can do' attitude A desire to drive change and make things happen Solutions focused advice to the business If you are looking for a challenging and progressive role with a reputable professional services organisation and can demonstrate the above capabilities, we are keen to hear from you. Henlee Resourcing is a specialist full service human resources recruitment consultancy operating across the South West, M3, M4 and M5 corridors.
Mar 17, 2026
Full time
Henlee Resourcing is working in partnership with this well respected professional services business with bases in Swindon, Bath and Bristol, to recruit a talented HR / People Advisor on a permanent basis. Ideally the role will be full time, however the business will be flexible for the right person (minimum 4 days or condensed working week). As HR Advisor you will be involved in a challenging and diverse role being the first point of contact for HR advice across all business areas. You will provide proactive end to end support and solutions across all stages of the employee life cycle which encompasses employee relations, performance management, policies and practices, organisational change and development needs. You will also support on recruitment activity, as required alongside the Talent Acquisition team. You will need to have regular attendance at the office (2-3 days per week with some occasional travel), to build positive working relationships with key stakeholders. You will be proactive and solutions focused, looking for continuous improvements to help foster a positive working environment. Key Accountabilities: Advising and coaching line managers in key HR areas such as recruitment, employee relations, performance and absence management, employee engagement, change and wellbeing, providing support as required Support all people managers across the business to ensure best practice HR solutions are implemented and followed Discuss with managers resource needs and liaise with the talent acquisition team on sourcing of roles and supporting with interviews as necessary. Liaise with managers regarding performance and development areas and support on processes where necessary Responsible for onboarding, delivering induction, providing a quarterly report on new starter check ins and supporting managers with the onboarding of new starters, issuing contracts and onboarding Responsible for all absence from work processes, such as holiday, family leave and sickness Supporting the annual pay review process, which includes benchmarking data, liaising with managers regarding pay and supporting the employee documentation to confirm changes Review all letters drafted by the HR Administrator such as contracts of employment, changes to terms & conditions, flexible working requests, probation passed letters, and other such letters as required Be responsible for reviewing all drafted leavers letters, completing all exit interviews and reporting back to the HR Business Partners on themes Responsible for employee engagement, supporting the employee forum, wellbeing champions, ED&I committee, engagement surveys and firm wide initiatives Key Skills / Experience: CIPD qualified - ideally level 5 / studying towards Sound understanding of HR policies, practices and employment legislation, with the ability to use this knowledge to advise, coach and influence at all levels within a professional services environment Understanding and practical application of UK Employment legislative framework Evidence strong experience in HR processes and procedures, e.g. performance management, talent selection, leavers, absence management etc A naturally open communicator, ensuring the wider HR team are kept up to date with developments within the remit of your role Confident with the ability to deal directly with senior stakeholders and build relationships at all levels of the organisation, remaining objective yet assertive Proactive approach, comfortable to initiate or suggest process improvements Passionate about delivering the highest possible standards of service, with a positive 'can do' attitude A desire to drive change and make things happen Solutions focused advice to the business If you are looking for a challenging and progressive role with a reputable professional services organisation and can demonstrate the above capabilities, we are keen to hear from you. Henlee Resourcing is a specialist full service human resources recruitment consultancy operating across the South West, M3, M4 and M5 corridors.
Senior Financial Planning Administrator City of London (3 days a week in the office) Up to £35,000 A well-renowned, national Financial Planning firm is looking for an experienced Senior Financial Planning Administrator to join their growing team out of their London HQ. This is a fantastic opportunity for someone with strong IFA/Financial Planning administration experience who wants to take on more responsibility and play a key role in supporting busy Advisers on high net worth clients. They are looking for someone with like-for-like experience, within the IFA or Wealth Management industry. Ideally you will be working towards industry qualifications, which they can support with and help you develop. Benefits include: Hybrid working Private Medical Insurance 25 days of annual leave Enhanced parental leave Flexi benefits and cash plans Exam support If you're an experienced Administrator looking to step into a senior role with more responsibility and long term development, we'd love to hear from you.
Mar 17, 2026
Full time
Senior Financial Planning Administrator City of London (3 days a week in the office) Up to £35,000 A well-renowned, national Financial Planning firm is looking for an experienced Senior Financial Planning Administrator to join their growing team out of their London HQ. This is a fantastic opportunity for someone with strong IFA/Financial Planning administration experience who wants to take on more responsibility and play a key role in supporting busy Advisers on high net worth clients. They are looking for someone with like-for-like experience, within the IFA or Wealth Management industry. Ideally you will be working towards industry qualifications, which they can support with and help you develop. Benefits include: Hybrid working Private Medical Insurance 25 days of annual leave Enhanced parental leave Flexi benefits and cash plans Exam support If you're an experienced Administrator looking to step into a senior role with more responsibility and long term development, we'd love to hear from you.
North Oak Recruitment Ltd
Leicester, Leicestershire
Executive PA to Senior Advisor Full-time, office-based - Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If you're a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, we'd love to hear from you. My client is an established yet growing and forward-thinking Independent Wealth Management organisation. They are now seeking a highly professional, discreet and exceptionally organised Executive PA to provide dedicated support to their Senior Advisor, while also delivering high-quality IFA administrative and technical support. About the Role This is a pivotal role at the heart of a growing financial services business. You will combine first-class executive support with deep knowledge of IFA administration processes, ensuring the Senior Advisor is fully supported in all aspects of day-to-day operations, client management and strategic priorities. This role is ideal for someone with substantial Financial Services administration experience who is ready to step into a high-trust, high-responsibility position working directly with senior leadership. Key Responsibilities Executive PA Support to the Senior Advisor Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors time is optimised. Manage confidential and sensitive information with absolute discretion. Prepare briefing documents, meeting packs, agendas and follow-up actions. Handle internal and external communication on behalf of the Senior Advisor in a polished, professional manner. Coordinate travel, meetings, events and key leadership engagements. Act as a trusted gatekeeper and first point of contact for stakeholders, clients and internal teams. Support the Senior Advisor in delivering strategic initiatives, business projects and time-critical priorities. IFA Technical Administration Process LOAs and liaise with product providers. Prepare valuations, portfolio comparison analytics and cashflow modelling inputs. Manage attitude-to-risk questionnaires and support suitability documentation processes. Produce and prepare client appointment packs for new and existing clients. Carry out fund switches and "no action" suitability letters where required. Manage adviser diary booking and scheduling for client meetings. Process new business applications, ensuring accuracy and regulatory compliance. Liaise with providers to track business through to completion, resolving queries and updating clients and Senior Advisor. Handle death claims with professionalism, sensitivity and empathy. Maintain full compliance with FCA regulations, Financial Services and Markets Act 2000, and all internal TCF, AML and financial crime procedures. Keep up to date with product, legislative and industry changes. What We're Looking For - Essential Experience Minimum 5 years of administration experience, including at least 2 years within Financial Services (IFA experience essential). Proven experience supporting senior leadership or acting in a high-responsibility administrative role requiring discretion. Strong understanding of IFA processes, compliance requirements and provider interactions. Skills & Attributes Exceptional professionalism, confidentiality and judgement. Highly organised, proactive and able to manage competing deadlines. Confident communicator with excellent written and verbal skills. Strong IT capability (Word, Excel, Outlook); experience with the back-office system Curo would be a distinct advantage. Able to work independently with minimal supervision while maintaining high accuracy. Composed under pressure; able to navigate interruptions and shifting priorities. A positive, solutions-focused team player who contributes ideas for improving processes and client service. Why Apply? Opportunity to work directly with the Senior Advisor in a trusted, high-impact position. A supportive, professional environment committed to excellence in client service. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Mar 17, 2026
Full time
Executive PA to Senior Advisor Full-time, office-based - Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If you're a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, we'd love to hear from you. My client is an established yet growing and forward-thinking Independent Wealth Management organisation. They are now seeking a highly professional, discreet and exceptionally organised Executive PA to provide dedicated support to their Senior Advisor, while also delivering high-quality IFA administrative and technical support. About the Role This is a pivotal role at the heart of a growing financial services business. You will combine first-class executive support with deep knowledge of IFA administration processes, ensuring the Senior Advisor is fully supported in all aspects of day-to-day operations, client management and strategic priorities. This role is ideal for someone with substantial Financial Services administration experience who is ready to step into a high-trust, high-responsibility position working directly with senior leadership. Key Responsibilities Executive PA Support to the Senior Advisor Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors time is optimised. Manage confidential and sensitive information with absolute discretion. Prepare briefing documents, meeting packs, agendas and follow-up actions. Handle internal and external communication on behalf of the Senior Advisor in a polished, professional manner. Coordinate travel, meetings, events and key leadership engagements. Act as a trusted gatekeeper and first point of contact for stakeholders, clients and internal teams. Support the Senior Advisor in delivering strategic initiatives, business projects and time-critical priorities. IFA Technical Administration Process LOAs and liaise with product providers. Prepare valuations, portfolio comparison analytics and cashflow modelling inputs. Manage attitude-to-risk questionnaires and support suitability documentation processes. Produce and prepare client appointment packs for new and existing clients. Carry out fund switches and "no action" suitability letters where required. Manage adviser diary booking and scheduling for client meetings. Process new business applications, ensuring accuracy and regulatory compliance. Liaise with providers to track business through to completion, resolving queries and updating clients and Senior Advisor. Handle death claims with professionalism, sensitivity and empathy. Maintain full compliance with FCA regulations, Financial Services and Markets Act 2000, and all internal TCF, AML and financial crime procedures. Keep up to date with product, legislative and industry changes. What We're Looking For - Essential Experience Minimum 5 years of administration experience, including at least 2 years within Financial Services (IFA experience essential). Proven experience supporting senior leadership or acting in a high-responsibility administrative role requiring discretion. Strong understanding of IFA processes, compliance requirements and provider interactions. Skills & Attributes Exceptional professionalism, confidentiality and judgement. Highly organised, proactive and able to manage competing deadlines. Confident communicator with excellent written and verbal skills. Strong IT capability (Word, Excel, Outlook); experience with the back-office system Curo would be a distinct advantage. Able to work independently with minimal supervision while maintaining high accuracy. Composed under pressure; able to navigate interruptions and shifting priorities. A positive, solutions-focused team player who contributes ideas for improving processes and client service. Why Apply? Opportunity to work directly with the Senior Advisor in a trusted, high-impact position. A supportive, professional environment committed to excellence in client service. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Financial Planning Administrator Tring (3-4 days a week in the office) Onsite parking £30,000 - £40,000 depending on experience We're working with a well-established, client-focused independent financial planning firm that is looking to appoint a Financial Planning Administrator to work in a technical and well rounded role to support all teams across the business, and assist with some suitability report writing. This is a great opportunity to join a collaborative, quality-driven business where advice is holistic and client relationships are long-term. You'll play a key role in ensuring advisers can continue delivering an exceptional service through high-quality support. The company is in a period of growth, and has Advisers spread across the South East. They have a centralised Admin & PPing hub from which this role will be based. As a Financial Planning Administrator, you will work alongside the Senior Administrator, Paraplanners and the Office Manager to assist all staff across the business. This is a varied role and will give you exposure to all areas within the IFA back office, and increase your knowledge of the industry. They are looking for someone with a flexible attitude to work. They are open on the level of experience required, so you may be an Administrator at the start of your career in Financial Planning (can support with exams and training), or a more senior and experienced individual. The role and salary will be adapted accordingly. What they're looking for: Previous experience in an Administrator role within a financial planning / IFA environment Some exposure to templated suitability letter writing Good understanding of pensions, investments, protection and tax-based planning Experience using systems such as Intelligent Office Why join? Join a respected, relationship-driven financial planning firm with a local client base Exposure to genuinely holistic advice, not transactional sales Supportive team culture with strong adviser collaboration Opportunity to further develop technical skills and long-term career progression
Mar 17, 2026
Full time
Financial Planning Administrator Tring (3-4 days a week in the office) Onsite parking £30,000 - £40,000 depending on experience We're working with a well-established, client-focused independent financial planning firm that is looking to appoint a Financial Planning Administrator to work in a technical and well rounded role to support all teams across the business, and assist with some suitability report writing. This is a great opportunity to join a collaborative, quality-driven business where advice is holistic and client relationships are long-term. You'll play a key role in ensuring advisers can continue delivering an exceptional service through high-quality support. The company is in a period of growth, and has Advisers spread across the South East. They have a centralised Admin & PPing hub from which this role will be based. As a Financial Planning Administrator, you will work alongside the Senior Administrator, Paraplanners and the Office Manager to assist all staff across the business. This is a varied role and will give you exposure to all areas within the IFA back office, and increase your knowledge of the industry. They are looking for someone with a flexible attitude to work. They are open on the level of experience required, so you may be an Administrator at the start of your career in Financial Planning (can support with exams and training), or a more senior and experienced individual. The role and salary will be adapted accordingly. What they're looking for: Previous experience in an Administrator role within a financial planning / IFA environment Some exposure to templated suitability letter writing Good understanding of pensions, investments, protection and tax-based planning Experience using systems such as Intelligent Office Why join? Join a respected, relationship-driven financial planning firm with a local client base Exposure to genuinely holistic advice, not transactional sales Supportive team culture with strong adviser collaboration Opportunity to further develop technical skills and long-term career progression
Due to a new client acquisition, this industry leading provider of administration and related services to UK occupational pension schemes has a need for a Senior Pensions Administrator to join one of their well respected pension's team. The main purpose of the role is to provide an efficient, professional service to meet all client and members needs whilst promoting the company brand. Key tasks include cradle to grave DB and DC administration, dealing with member queries, taking on ad hoc project work and identifying areas where service could be improved. To be considered for this role you must have previous experience of Pensions Administration, excellent interpersonal skills and a desire to succeed. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Mar 17, 2026
Full time
Due to a new client acquisition, this industry leading provider of administration and related services to UK occupational pension schemes has a need for a Senior Pensions Administrator to join one of their well respected pension's team. The main purpose of the role is to provide an efficient, professional service to meet all client and members needs whilst promoting the company brand. Key tasks include cradle to grave DB and DC administration, dealing with member queries, taking on ad hoc project work and identifying areas where service could be improved. To be considered for this role you must have previous experience of Pensions Administration, excellent interpersonal skills and a desire to succeed. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Senior Pensions Project Administrator whose purpose will be to plan and carry out projects and Scheme Events using Profund Classic, oPen, and other tools as required within the agreed time and budget constraints. The Pensions Project Administrator will provide support and technical expertise to the Pensions Managers in delivering ad-hoc client projects as well as assisting in Pension Scheme Installations. The Senior Pensions Project Administrator will also undertake in project tasks and provide reports to communicate progress/unexpected issues with the project sponsor. You will also need to have relevant experience with exposure to technical issues relating to pension scheme legislation and systems. To be considered for this role you must have at least 3-4 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within pensions consulting. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Mar 17, 2026
Full time
This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Senior Pensions Project Administrator whose purpose will be to plan and carry out projects and Scheme Events using Profund Classic, oPen, and other tools as required within the agreed time and budget constraints. The Pensions Project Administrator will provide support and technical expertise to the Pensions Managers in delivering ad-hoc client projects as well as assisting in Pension Scheme Installations. The Senior Pensions Project Administrator will also undertake in project tasks and provide reports to communicate progress/unexpected issues with the project sponsor. You will also need to have relevant experience with exposure to technical issues relating to pension scheme legislation and systems. To be considered for this role you must have at least 3-4 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within pensions consulting. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
As a result of continued expansion our client, an independent firm of pension actuaries and consultants, are currently looking for a Team Leader or Senior Pensions Administrator to join their provide supervision and management of their administration team dealing primarily with DB pension schemes. Responsibilities: Candidates will be responsible for mentoring and managing a team of administrators to ensure effective and successful administration of clients pension schemes, ensuring an excellent level of service. You will deal with enquiries from new and existing pension scheme members, as well as clients and financial advisors etc. Candidates will be expected to plan and manage annual administration events ie pension increases and renewals etc. You will be responsible for checking work and calculations of more junior members of the team and providing support and training where needed. Experience: Candidates need to have demonstrable experience of working within the pensions industry, ideally DB / Defined Benefit based from either a consulting or third party administration (TPA) or in-house environment. You will ideally have experience or checking work and calculations of more junior members of the team Ideally you will have achieved, or be working towards PMI, QPA or CPC qualifications In return our client is looking to offer a very competitive basic salary as well as an excellent benefits and bonus package. This is a great opportunity for someone who is an existing Team Leader seeking a fresh challenge, or someone who is a Senior Administrator seeking an opportunity to make a step forward in their career.
Mar 17, 2026
Full time
As a result of continued expansion our client, an independent firm of pension actuaries and consultants, are currently looking for a Team Leader or Senior Pensions Administrator to join their provide supervision and management of their administration team dealing primarily with DB pension schemes. Responsibilities: Candidates will be responsible for mentoring and managing a team of administrators to ensure effective and successful administration of clients pension schemes, ensuring an excellent level of service. You will deal with enquiries from new and existing pension scheme members, as well as clients and financial advisors etc. Candidates will be expected to plan and manage annual administration events ie pension increases and renewals etc. You will be responsible for checking work and calculations of more junior members of the team and providing support and training where needed. Experience: Candidates need to have demonstrable experience of working within the pensions industry, ideally DB / Defined Benefit based from either a consulting or third party administration (TPA) or in-house environment. You will ideally have experience or checking work and calculations of more junior members of the team Ideally you will have achieved, or be working towards PMI, QPA or CPC qualifications In return our client is looking to offer a very competitive basic salary as well as an excellent benefits and bonus package. This is a great opportunity for someone who is an existing Team Leader seeking a fresh challenge, or someone who is a Senior Administrator seeking an opportunity to make a step forward in their career.
Financial Planning Central Administrator Location: Peterborough (Hybrid - 3 days office based) Salary to £28,000 Excellent benefits, including 30 days holidays + Bank Holidays! We are recruiting for a Central Administrator to join a highly regarded UK wealth management business, supporting its Financial Planning division. This is a key operational role, providing essential administrative and process support to advisers and internal teams, helping ensure high standards of efficiency, compliance and client service. The firm offers a collaborative and inclusive working culture, with a strong focus on responsible investing, sustainability, and doing the right thing for clients and colleagues alike. The Role The Central Administrator plays a vital role in ensuring the smooth delivery of financial planning administration, acting as a central point of contact for key processes such as Letters of Authority, annual reviews, valuations and record maintenance. Key Responsibilities Administrative Support Provide accurate and timely administrative support across client servicing and internal processes Maintain and update client records and CRM systems in line with regulatory and company requirements Assist with client onboarding, document preparation and data entry Operational Delivery Complete tasks to a high standard within agreed service level timeframes Support the wider administration team with operational targets, including suitability report packaging Flag complex cases or issues to senior team members Monitor and manage incoming and outgoing post Compliance & Governance Follow internal policies and FCA/AML requirements at all times Assist with documentation for internal reviews and audits Maintain confidentiality and data integrity Escalate complaints, breaches or losses promptly in line with internal procedures Team Collaboration Work closely with colleagues across regional teams to ensure consistent support Participate in team meetings and contribute to continuous improvement initiatives Undertake additional duties as reasonably required Stakeholder Interaction Respond professionally to queries from advisers and internal teams Maintain a client-focused approach in all communications Escalate complex queries where appropriate Skills & Experience Essential Strong attention to detail and organisational skills Excellent communication and interpersonal abilities Ability to manage multiple tasks and prioritise effectively Consistently produce accurate, high-quality work Proficient in Microsoft Office and CRM systems Desirable Understanding of financial planning and wealth management products Knowledge of the annual review process Willingness to work towards financial services or CII qualifications Qualifications Educated to GCSE/A-Level standard Further professional or administrative qualifications beneficial Values & Culture Client-focused and principled Acts with integrity, fairness and professionalism Team-oriented with a commitment to high standards and continuous improvement Apply today via NJR Recruitment quoting the reference NJR16477 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Mar 17, 2026
Full time
Financial Planning Central Administrator Location: Peterborough (Hybrid - 3 days office based) Salary to £28,000 Excellent benefits, including 30 days holidays + Bank Holidays! We are recruiting for a Central Administrator to join a highly regarded UK wealth management business, supporting its Financial Planning division. This is a key operational role, providing essential administrative and process support to advisers and internal teams, helping ensure high standards of efficiency, compliance and client service. The firm offers a collaborative and inclusive working culture, with a strong focus on responsible investing, sustainability, and doing the right thing for clients and colleagues alike. The Role The Central Administrator plays a vital role in ensuring the smooth delivery of financial planning administration, acting as a central point of contact for key processes such as Letters of Authority, annual reviews, valuations and record maintenance. Key Responsibilities Administrative Support Provide accurate and timely administrative support across client servicing and internal processes Maintain and update client records and CRM systems in line with regulatory and company requirements Assist with client onboarding, document preparation and data entry Operational Delivery Complete tasks to a high standard within agreed service level timeframes Support the wider administration team with operational targets, including suitability report packaging Flag complex cases or issues to senior team members Monitor and manage incoming and outgoing post Compliance & Governance Follow internal policies and FCA/AML requirements at all times Assist with documentation for internal reviews and audits Maintain confidentiality and data integrity Escalate complaints, breaches or losses promptly in line with internal procedures Team Collaboration Work closely with colleagues across regional teams to ensure consistent support Participate in team meetings and contribute to continuous improvement initiatives Undertake additional duties as reasonably required Stakeholder Interaction Respond professionally to queries from advisers and internal teams Maintain a client-focused approach in all communications Escalate complex queries where appropriate Skills & Experience Essential Strong attention to detail and organisational skills Excellent communication and interpersonal abilities Ability to manage multiple tasks and prioritise effectively Consistently produce accurate, high-quality work Proficient in Microsoft Office and CRM systems Desirable Understanding of financial planning and wealth management products Knowledge of the annual review process Willingness to work towards financial services or CII qualifications Qualifications Educated to GCSE/A-Level standard Further professional or administrative qualifications beneficial Values & Culture Client-focused and principled Acts with integrity, fairness and professionalism Team-oriented with a commitment to high standards and continuous improvement Apply today via NJR Recruitment quoting the reference NJR16477 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Henlee Resourcing is working in partnership with this well respected professional services business with bases in Swindon, Bath and Bristol, to recruit a talented HR / People Advisor on a permanent basis. Ideally the role will be full time, however the business will be flexible for the right person (minimum 4 days or condensed working week). As HR Advisor you will be involved in a challenging and diverse role being the first point of contact for HR advice across all business areas. You will provide proactive end to end support and solutions across all stages of the employee life cycle which encompasses employee relations, performance management, policies and practices, organisational change and development needs. You will also support on recruitment activity, as required alongside the Talent Acquisition team. You will need to have regular attendance at the office (2-3 days per week with some occasional travel), to build positive working relationships with key stakeholders. You will be proactive and solutions focused, looking for continuous improvements to help foster a positive working environment. Key Accountabilities: Advising and coaching line managers in key HR areas such as recruitment, employee relations, performance and absence management, employee engagement, change and wellbeing, providing support as required Support all people managers across the business to ensure best practice HR solutions are implemented and followed Discuss with managers resource needs and liaise with the talent acquisition team on sourcing of roles and supporting with interviews as necessary. Liaise with managers regarding performance and development areas and support on processes where necessary Responsible for onboarding, delivering induction, providing a quarterly report on new starter check ins and supporting managers with the onboarding of new starters, issuing contracts and onboarding Responsible for all absence from work processes, such as holiday, family leave and sickness Supporting the annual pay review process, which includes benchmarking data, liaising with managers regarding pay and supporting the employee documentation to confirm changes Review all letters drafted by the HR Administrator such as contracts of employment, changes to terms & conditions, flexible working requests, probation passed letters, and other such letters as required Be responsible for reviewing all drafted leavers letters, completing all exit interviews and reporting back to the HR Business Partners on themes Responsible for employee engagement, supporting the employee forum, wellbeing champions, ED&I committee, engagement surveys and firm wide initiatives Key Skills / Experience: CIPD qualified - ideally level 5 / studying towards Sound understanding of HR policies, practices and employment legislation, with the ability to use this knowledge to advise, coach and influence at all levels within a professional services environment Understanding and practical application of UK Employment legislative framework Evidence strong experience in HR processes and procedures, e.g. performance management, talent selection, leavers, absence management etc A naturally open communicator, ensuring the wider HR team are kept up to date with developments within the remit of your role Confident with the ability to deal directly with senior stakeholders and build relationships at all levels of the organisation, remaining objective yet assertive Proactive approach, comfortable to initiate or suggest process improvements Passionate about delivering the highest possible standards of service, with a positive 'can do' attitude A desire to drive change and make things happen Solutions focused advice to the business If you are looking for a challenging and progressive role with a reputable professional services organisation and can demonstrate the above capabilities, we are keen to hear from you. Henlee Resourcing is a specialist full service human resources recruitment consultancy operating across the South West, M3, M4 and M5 corridors.
Mar 17, 2026
Full time
Henlee Resourcing is working in partnership with this well respected professional services business with bases in Swindon, Bath and Bristol, to recruit a talented HR / People Advisor on a permanent basis. Ideally the role will be full time, however the business will be flexible for the right person (minimum 4 days or condensed working week). As HR Advisor you will be involved in a challenging and diverse role being the first point of contact for HR advice across all business areas. You will provide proactive end to end support and solutions across all stages of the employee life cycle which encompasses employee relations, performance management, policies and practices, organisational change and development needs. You will also support on recruitment activity, as required alongside the Talent Acquisition team. You will need to have regular attendance at the office (2-3 days per week with some occasional travel), to build positive working relationships with key stakeholders. You will be proactive and solutions focused, looking for continuous improvements to help foster a positive working environment. Key Accountabilities: Advising and coaching line managers in key HR areas such as recruitment, employee relations, performance and absence management, employee engagement, change and wellbeing, providing support as required Support all people managers across the business to ensure best practice HR solutions are implemented and followed Discuss with managers resource needs and liaise with the talent acquisition team on sourcing of roles and supporting with interviews as necessary. Liaise with managers regarding performance and development areas and support on processes where necessary Responsible for onboarding, delivering induction, providing a quarterly report on new starter check ins and supporting managers with the onboarding of new starters, issuing contracts and onboarding Responsible for all absence from work processes, such as holiday, family leave and sickness Supporting the annual pay review process, which includes benchmarking data, liaising with managers regarding pay and supporting the employee documentation to confirm changes Review all letters drafted by the HR Administrator such as contracts of employment, changes to terms & conditions, flexible working requests, probation passed letters, and other such letters as required Be responsible for reviewing all drafted leavers letters, completing all exit interviews and reporting back to the HR Business Partners on themes Responsible for employee engagement, supporting the employee forum, wellbeing champions, ED&I committee, engagement surveys and firm wide initiatives Key Skills / Experience: CIPD qualified - ideally level 5 / studying towards Sound understanding of HR policies, practices and employment legislation, with the ability to use this knowledge to advise, coach and influence at all levels within a professional services environment Understanding and practical application of UK Employment legislative framework Evidence strong experience in HR processes and procedures, e.g. performance management, talent selection, leavers, absence management etc A naturally open communicator, ensuring the wider HR team are kept up to date with developments within the remit of your role Confident with the ability to deal directly with senior stakeholders and build relationships at all levels of the organisation, remaining objective yet assertive Proactive approach, comfortable to initiate or suggest process improvements Passionate about delivering the highest possible standards of service, with a positive 'can do' attitude A desire to drive change and make things happen Solutions focused advice to the business If you are looking for a challenging and progressive role with a reputable professional services organisation and can demonstrate the above capabilities, we are keen to hear from you. Henlee Resourcing is a specialist full service human resources recruitment consultancy operating across the South West, M3, M4 and M5 corridors.
Service Service Employment Agency Limited
Norwich, Norfolk
My client is a Norwich based Wealth Management practice who provide investment and retirement advice to a High-Net-Worth client base. They are a boutique practice that believes in putting their strong client base at the forefront of all that they do working from a newly refurbished office in the north outskirts of the city. The Role Reporting to the Operations Manager, you will provide high-level administrative, technical, and client service support to the Partners and advisers. As a senior member of the administration team, you will take ownership of complex cases, support regulatory processes, and contribute to the smooth and efficient running of the Practice. Key Responsibilities Providing high-level technical and administrative support to Financial Planning Partners and advisers Acting as a key point of contact for clients and third parties, handling enquiries professionally and efficiently Meeting and greeting clients and visitors, ensuring a professional and welcoming experience Managing the end-to-end client lifecycle, from onboarding through to ongoing servicing Processing new business submissions accurately and efficiently using bespoke financial services software Managing and maintaining accurate client records on the Practice CRM system Keeping back-office systems up to date with live files, detailed case notes, and supporting documentation Preparing meeting packs, valuations, and reports, and following up on client meeting actions and notes Taking ownership of more complex cases and seeing them through to resolution Supporting compliance and regulatory processes, ensuring adherence to FCA policies and procedures Assisting with Anti-Money Laundering (AML), Know Your Customer (KYC), client due diligence, and ongoing client file reviews Ensuring all client documentation and processes meet regulatory, audit, and data protection (GDPR) requirements Liaising with product providers, and other third parties as required Identifying opportunities to improve administrative processes and contribute to the development of internal procedures Supporting, training, and mentoring members of the administration team when required Providing ad-hoc support to the Partners and Operations Manager as needed About You To be successful in this role, you will ideally have: Several years' experience within Financial Services, ideally within a St. James's Place Practice, IFA, or insurance environment Experience supporting advisers and managing complex client cases Excellent customer service skills, with the ability to build trusted and long-lasting client relationships A proactive, self-motivated approach and the ability to work with minimal supervision Strong organisational and time management skills, with confidence prioritising workloads across multiple advisers High attention to detail and strong problem-solving ability Excellent written and verbal communication skills, with strong literacy and numeracy Strong IT skills, including Microsoft 365 and confidence using bespoke financial services systems A calm, professional approach when working under pressure Confidence working with colleagues, clients, and third parties, demonstrating honesty, integrity, and absolute discretion when handling sensitive information Hours of work: full-time, Monday to Friday 9am until 5pm with 1 hour for lunch. My clients holiday year runs from January 1st to December 31st each year, holiday starting point is 20 days, holiday entitlement will increase by 1 day and each year thereafter up to 25 days maximum. At Christmas, 2 additional discretionary days are awarded. After 2 full years of service you will receive your birthday as a day extra holiday if it falls on a working day. After 10 years with the company, holiday entitlement will increase to 27 days. Pension Parking Professional qualifications are supported
Mar 17, 2026
Full time
My client is a Norwich based Wealth Management practice who provide investment and retirement advice to a High-Net-Worth client base. They are a boutique practice that believes in putting their strong client base at the forefront of all that they do working from a newly refurbished office in the north outskirts of the city. The Role Reporting to the Operations Manager, you will provide high-level administrative, technical, and client service support to the Partners and advisers. As a senior member of the administration team, you will take ownership of complex cases, support regulatory processes, and contribute to the smooth and efficient running of the Practice. Key Responsibilities Providing high-level technical and administrative support to Financial Planning Partners and advisers Acting as a key point of contact for clients and third parties, handling enquiries professionally and efficiently Meeting and greeting clients and visitors, ensuring a professional and welcoming experience Managing the end-to-end client lifecycle, from onboarding through to ongoing servicing Processing new business submissions accurately and efficiently using bespoke financial services software Managing and maintaining accurate client records on the Practice CRM system Keeping back-office systems up to date with live files, detailed case notes, and supporting documentation Preparing meeting packs, valuations, and reports, and following up on client meeting actions and notes Taking ownership of more complex cases and seeing them through to resolution Supporting compliance and regulatory processes, ensuring adherence to FCA policies and procedures Assisting with Anti-Money Laundering (AML), Know Your Customer (KYC), client due diligence, and ongoing client file reviews Ensuring all client documentation and processes meet regulatory, audit, and data protection (GDPR) requirements Liaising with product providers, and other third parties as required Identifying opportunities to improve administrative processes and contribute to the development of internal procedures Supporting, training, and mentoring members of the administration team when required Providing ad-hoc support to the Partners and Operations Manager as needed About You To be successful in this role, you will ideally have: Several years' experience within Financial Services, ideally within a St. James's Place Practice, IFA, or insurance environment Experience supporting advisers and managing complex client cases Excellent customer service skills, with the ability to build trusted and long-lasting client relationships A proactive, self-motivated approach and the ability to work with minimal supervision Strong organisational and time management skills, with confidence prioritising workloads across multiple advisers High attention to detail and strong problem-solving ability Excellent written and verbal communication skills, with strong literacy and numeracy Strong IT skills, including Microsoft 365 and confidence using bespoke financial services systems A calm, professional approach when working under pressure Confidence working with colleagues, clients, and third parties, demonstrating honesty, integrity, and absolute discretion when handling sensitive information Hours of work: full-time, Monday to Friday 9am until 5pm with 1 hour for lunch. My clients holiday year runs from January 1st to December 31st each year, holiday starting point is 20 days, holiday entitlement will increase by 1 day and each year thereafter up to 25 days maximum. At Christmas, 2 additional discretionary days are awarded. After 2 full years of service you will receive your birthday as a day extra holiday if it falls on a working day. After 10 years with the company, holiday entitlement will increase to 27 days. Pension Parking Professional qualifications are supported
Package: £28,000 - £35,000 (DOE) + Excellent Benefits & Progression Location: Office-Based - Northwest London Are you a seasoned professional with extensive St. James's Place (SJP) experience? My client, a leading SJP Partner Practice specialising in personalised wealth management solutions, is seeking an experienced Financial Administrator to join their established Independent Financial Advisory (IFA) team. With a strong focus on building lasting client relationships, the firm provides a full range of services including investment planning, retirement solutions, and tailored financial advice - supported by robust paraplanning, administration, and compliance resources. Key Responsibilities: Advisor-client related administration End-to-end new business processing and submission Ongoing client servicing and review preparation Disinvestment handling and accurate CFR updates Liaising with 3rd party providers and maintaining effective relationships Letter of Authority (LOA) processing and tracking Assisting with research and case preparation Compliance adherence (including Consumer Duty) Supporting client acquisition and retention strategies High-volume activity management with a broad client base (ranging from £2k to multi-million portfolios) You'll play a key role in supporting a Senior Financial Planner , managing client data, maintaining up-to-date records, and ensuring full compliance with internal procedures and FCA guidelines. Requirements: Minimum 2 years of experience in a St. James's Place (SJP) environment Strong background in financial administration and paraplanning Excellent attention to detail and organisational skills Confident communicator with both clients and providers Proficient in SJP systems and processes (including CFR and case submissions) Ability to work well under pressure in a fast-paced environment This is a full-time, office-based role located in NW London , offering excellent long-term career prospects within a supportive and professional environment. To apply please contact Sam at Financial Divisions.
Mar 17, 2026
Full time
Package: £28,000 - £35,000 (DOE) + Excellent Benefits & Progression Location: Office-Based - Northwest London Are you a seasoned professional with extensive St. James's Place (SJP) experience? My client, a leading SJP Partner Practice specialising in personalised wealth management solutions, is seeking an experienced Financial Administrator to join their established Independent Financial Advisory (IFA) team. With a strong focus on building lasting client relationships, the firm provides a full range of services including investment planning, retirement solutions, and tailored financial advice - supported by robust paraplanning, administration, and compliance resources. Key Responsibilities: Advisor-client related administration End-to-end new business processing and submission Ongoing client servicing and review preparation Disinvestment handling and accurate CFR updates Liaising with 3rd party providers and maintaining effective relationships Letter of Authority (LOA) processing and tracking Assisting with research and case preparation Compliance adherence (including Consumer Duty) Supporting client acquisition and retention strategies High-volume activity management with a broad client base (ranging from £2k to multi-million portfolios) You'll play a key role in supporting a Senior Financial Planner , managing client data, maintaining up-to-date records, and ensuring full compliance with internal procedures and FCA guidelines. Requirements: Minimum 2 years of experience in a St. James's Place (SJP) environment Strong background in financial administration and paraplanning Excellent attention to detail and organisational skills Confident communicator with both clients and providers Proficient in SJP systems and processes (including CFR and case submissions) Ability to work well under pressure in a fast-paced environment This is a full-time, office-based role located in NW London , offering excellent long-term career prospects within a supportive and professional environment. To apply please contact Sam at Financial Divisions.
Sewell Wallis is working with a high growth business based in Sheffield, South Yorkshire, who are looking to recruit a Procurement Director to join their senior leadership team. Reporting to the MD, this is a crucial role for this leading manufacturer and will be responsible for leading the strategic sourcing, capital procurement, and supplier management functions. You will oversee the procurement strategy for large-scale programs, advanced manufacturing facilities, tooling, and long-term supplier partnerships. The ideal candidate combines deep engineering and manufacturing supply chain expertise with strong commercial insight, risk management capabilities, and experience managing complex, high-value project investments. A comprehensive spec is available; however, the key responsibilities include: Synchronised raw material requirements with global supply planning cycles to capture international intercompany synergies Architected and executed procurement strategies aligned with Group objectives to hit key project milestones. Scaled a procurement function by 3x within an international market, demonstrating rapid organisational growth. Directed negotiations and contract management for major capital projects within highly regulated, high-investment environments. Directly optimised P&L performance, cash flow, and program profitability through rigorous cost structure management. Expert at navigating high-stakes, regulated environments, with a proven track record in managing large-scale Capital Expenditure (Capex) projects Oversee strategic sourcing, supplier selection, and contract negotiations. Build and maintain strong supplier relationships. Develop supplier performance evaluation frameworks. Identify and mitigate supply chain risks. Direct the end-to-end contract lifecycle, providing expert oversight on claims management and dispute resolution to mitigate legal and financial exposure. What skills will you need? Bachelor's degree in supply chain management, Business Administration, Finance, or related field. Professional certification such as CIPS (Chartered Institute of Procurement & Supply) or CPSM (Certified Professional in Supply Management) preferred. Progressive procurement experience, with at least 5 years in a leadership role. Strong negotiation, analytical, and strategic thinking skills. Experience with implementing an MRP ERP system, such as SAP Strategic thinking and commercial expertise Complex negotiation expertise Project investment governance Risk management & scenario planning Financial literacy (NPV, IRR, CAPEX control) Executive stakeholder management Change management & digital transformation What's on offer? 25 days annual leave + bank holidays Enviable Bonus scheme Flexible Working Hours Private Medical Insurance Pension - matched up to 8% Health and wellbeing programme Please apply below, or for more information, contact Sue Wallis. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Mar 17, 2026
Full time
Sewell Wallis is working with a high growth business based in Sheffield, South Yorkshire, who are looking to recruit a Procurement Director to join their senior leadership team. Reporting to the MD, this is a crucial role for this leading manufacturer and will be responsible for leading the strategic sourcing, capital procurement, and supplier management functions. You will oversee the procurement strategy for large-scale programs, advanced manufacturing facilities, tooling, and long-term supplier partnerships. The ideal candidate combines deep engineering and manufacturing supply chain expertise with strong commercial insight, risk management capabilities, and experience managing complex, high-value project investments. A comprehensive spec is available; however, the key responsibilities include: Synchronised raw material requirements with global supply planning cycles to capture international intercompany synergies Architected and executed procurement strategies aligned with Group objectives to hit key project milestones. Scaled a procurement function by 3x within an international market, demonstrating rapid organisational growth. Directed negotiations and contract management for major capital projects within highly regulated, high-investment environments. Directly optimised P&L performance, cash flow, and program profitability through rigorous cost structure management. Expert at navigating high-stakes, regulated environments, with a proven track record in managing large-scale Capital Expenditure (Capex) projects Oversee strategic sourcing, supplier selection, and contract negotiations. Build and maintain strong supplier relationships. Develop supplier performance evaluation frameworks. Identify and mitigate supply chain risks. Direct the end-to-end contract lifecycle, providing expert oversight on claims management and dispute resolution to mitigate legal and financial exposure. What skills will you need? Bachelor's degree in supply chain management, Business Administration, Finance, or related field. Professional certification such as CIPS (Chartered Institute of Procurement & Supply) or CPSM (Certified Professional in Supply Management) preferred. Progressive procurement experience, with at least 5 years in a leadership role. Strong negotiation, analytical, and strategic thinking skills. Experience with implementing an MRP ERP system, such as SAP Strategic thinking and commercial expertise Complex negotiation expertise Project investment governance Risk management & scenario planning Financial literacy (NPV, IRR, CAPEX control) Executive stakeholder management Change management & digital transformation What's on offer? 25 days annual leave + bank holidays Enviable Bonus scheme Flexible Working Hours Private Medical Insurance Pension - matched up to 8% Health and wellbeing programme Please apply below, or for more information, contact Sue Wallis. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.