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Service Service Employment Agency Limited
Senior Client Services Administrator
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
Service Service Employment Agency Limited
Client Services Administrator
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 purpose of this role is to support the Financial Planning Partners with providing back-office support where required, whilst working within the administration team. The Role: The Practice fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients You will be providing technical and administrative support to the Partner and the firms Advisers You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office You will be responsible for business submission using bespoke software; due to the nature of the company, you will need to ensure that business obtained is processed in a timely manner Your role will involve day-to-day use and management of the Practice's CRM database You will need to keep the back-office system updated maintaining live files and case notes You will be responsible for the preparation of meeting documentation and follow up client meeting notes You will be providing additional support for the Partner as and when required The Person: To be considered for this exciting role you will need: Proven work experience as an Administrator or within an office support role Financial Services experience, especially with an SJP, IFA or Wealth Management business, is preferred but not essential Excellent customer service and the ability to build rapport and manage client relationships You are a self-starter and able to work with little supervision Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software Excellent literacy, numeracy and communication skills Strong attention to detail as well as the ability to problem solve and think on your feet Good time management and planning skills It is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total discretion 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 purpose of this role is to support the Financial Planning Partners with providing back-office support where required, whilst working within the administration team. The Role: The Practice fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients You will be providing technical and administrative support to the Partner and the firms Advisers You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office You will be responsible for business submission using bespoke software; due to the nature of the company, you will need to ensure that business obtained is processed in a timely manner Your role will involve day-to-day use and management of the Practice's CRM database You will need to keep the back-office system updated maintaining live files and case notes You will be responsible for the preparation of meeting documentation and follow up client meeting notes You will be providing additional support for the Partner as and when required The Person: To be considered for this exciting role you will need: Proven work experience as an Administrator or within an office support role Financial Services experience, especially with an SJP, IFA or Wealth Management business, is preferred but not essential Excellent customer service and the ability to build rapport and manage client relationships You are a self-starter and able to work with little supervision Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software Excellent literacy, numeracy and communication skills Strong attention to detail as well as the ability to problem solve and think on your feet Good time management and planning skills It is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total discretion 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
SALES ADMINISTRATOR - SPANISH SPEAKER
Euro London Appointments
Sales Administrator Spanish Market Full-time Lisbon English, Spanish & Portuguese required Our client, a global leader in econometric and statistical software solutions, is seeking a Sales Administrator to support their Spanish-speaking customer base from their Lisbon office. The Role You will handle customer enquiries, prepare quotes, process sales orders, maintain accurate data in Salesforce, and support renewals and tender submissions. This is a key support role working closely with international Sales, Accounts and Marketing teams. Requirements Fluent English, Spanish and Portuguese Strong communication and customer service skills Excellent attention to detail and organisational ability Confident with MS Office; Salesforce experience a plus Able to work independently and meet deadlines Willingness to travel occasionally Benefits Salary €16,000 €22,000 DOE 22 days holiday + local bank holidays Birthday day off & quarterly wellness days Pension scheme
Mar 17, 2026
Full time
Sales Administrator Spanish Market Full-time Lisbon English, Spanish & Portuguese required Our client, a global leader in econometric and statistical software solutions, is seeking a Sales Administrator to support their Spanish-speaking customer base from their Lisbon office. The Role You will handle customer enquiries, prepare quotes, process sales orders, maintain accurate data in Salesforce, and support renewals and tender submissions. This is a key support role working closely with international Sales, Accounts and Marketing teams. Requirements Fluent English, Spanish and Portuguese Strong communication and customer service skills Excellent attention to detail and organisational ability Confident with MS Office; Salesforce experience a plus Able to work independently and meet deadlines Willingness to travel occasionally Benefits Salary €16,000 €22,000 DOE 22 days holiday + local bank holidays Birthday day off & quarterly wellness days Pension scheme
CBC Resourcing Solutions
Payouts Administrator
CBC Resourcing Solutions Warrington, Cheshire
Payouts Administrator North West - hybrid £27,000 to £35,000 plus bonus and benefits Our client is a fast-expanding, substantially backed asset finance business specialising in the provision of a range of funding options into the UK SME and mid-corporate sectors. They are looking to recruit an experienced Payouts Administrator. Working within a fast paced environment the successful candidate will need to be experienced in Payouts. Responsibilities: Work closely with the underwriters and Sales/Sales Support team to ensure that all business is accurately processed in line with company policies and procedures, and within agreed deadlines. Check finance documents, with the ability to calculate and check rental profiles, rates and commissions ensuring these meet regulatory requirements. Attention to detail and the confidence to challenge irregularities has proved to be a key ability. Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities are carried out to the standards needed. Have a full understanding of all the finance products Ability to load and administer all types of finance agreements on a finance platform, with a full understanding of how each agreement works. Responsible for preparing correct payments to suppliers, brokers and customers. Ideally looking for candidates from an Asset or Motor Finance background. In the first instance please send your CV in confidence
Mar 17, 2026
Full time
Payouts Administrator North West - hybrid £27,000 to £35,000 plus bonus and benefits Our client is a fast-expanding, substantially backed asset finance business specialising in the provision of a range of funding options into the UK SME and mid-corporate sectors. They are looking to recruit an experienced Payouts Administrator. Working within a fast paced environment the successful candidate will need to be experienced in Payouts. Responsibilities: Work closely with the underwriters and Sales/Sales Support team to ensure that all business is accurately processed in line with company policies and procedures, and within agreed deadlines. Check finance documents, with the ability to calculate and check rental profiles, rates and commissions ensuring these meet regulatory requirements. Attention to detail and the confidence to challenge irregularities has proved to be a key ability. Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities are carried out to the standards needed. Have a full understanding of all the finance products Ability to load and administer all types of finance agreements on a finance platform, with a full understanding of how each agreement works. Responsible for preparing correct payments to suppliers, brokers and customers. Ideally looking for candidates from an Asset or Motor Finance background. In the first instance please send your CV in confidence
Artemis Recruitment Consultants Ltd
Employee Benefits Administrator
Artemis Recruitment Consultants Ltd Sittingbourne, Kent
Employee Benefits Administrator (Pensions & Benefits) Our client is seeking an Employee Benefits Administrator to manage pensions and wider employee benefits for their client base. This is an excellent opportunity for an experienced pensions administrator to join a growing and supportive team. The Role You will be responsible for the administration of workplace pension schemes and a range of employee benefits, acting as a key point of contact for clients, providers, advisers, employers, and employees. Key Responsibilities General Administration Processing client, provider, and adviser queries via email, letter, and telephone Communicating with existing and former clients, providers, and advisers New Joiner & Leaver Processing Issuing new joiner emails (database and employer-specific) Sending benefit invitations and processing benefit additions Notifying employers of payroll changes Updating records for joiners, leavers, and benefit amendments Database Management Maintaining and updating the company database, including: Address changes Benefit level amendments Bulk data downloads Issuing app launch emails and assisting with login queries Letters of Authority & Pension Transfers Explaining the transfer process and issuing Letters of Authority (LOAs) Liaising with providers and chasing information Keeping clients updated throughout the process Producing policy summaries and benefit projections Arranging adviser calls where appropriate Generating and tracking transfer paperwork through to completion Pension Contributions & Auto-Enrolment Processing monthly Group Personal Pension contributions Managing joiners and leavers within pension schemes Ensuring correct contribution levels and auto-enrolment compliance Supporting employer re-enrolment processes Assisting employees with auto-enrolment queries and opt-outs Employer & Adviser Support Coordinating employer meeting days and issuing employee invitations Preparing adviser paperwork and diary entries Employee Support Managing contribution changes and bonus sacrifice requests Supporting salary sacrifice arrangements Sending communications regarding AE rate changes and tax relief Assisting with employee queries related to pensions and benefits Skills & Experience Required Proven experience in pensions administration Strong knowledge of: Workplace Pension Schemes Auto Enrolment Salary Sacrifice General pension scheme administration Ideally, working knowledge of wider employee benefits, including: Group Life Assurance Income Protection Private Medical Insurance Dental and Cash Plans Strong communication and organisational skills Ability to manage multiple processes accurately and efficiently Working Pattern Hybrid working available How to Apply If you are interested in this exciting opportunity, please email your CV to apply.
Mar 17, 2026
Full time
Employee Benefits Administrator (Pensions & Benefits) Our client is seeking an Employee Benefits Administrator to manage pensions and wider employee benefits for their client base. This is an excellent opportunity for an experienced pensions administrator to join a growing and supportive team. The Role You will be responsible for the administration of workplace pension schemes and a range of employee benefits, acting as a key point of contact for clients, providers, advisers, employers, and employees. Key Responsibilities General Administration Processing client, provider, and adviser queries via email, letter, and telephone Communicating with existing and former clients, providers, and advisers New Joiner & Leaver Processing Issuing new joiner emails (database and employer-specific) Sending benefit invitations and processing benefit additions Notifying employers of payroll changes Updating records for joiners, leavers, and benefit amendments Database Management Maintaining and updating the company database, including: Address changes Benefit level amendments Bulk data downloads Issuing app launch emails and assisting with login queries Letters of Authority & Pension Transfers Explaining the transfer process and issuing Letters of Authority (LOAs) Liaising with providers and chasing information Keeping clients updated throughout the process Producing policy summaries and benefit projections Arranging adviser calls where appropriate Generating and tracking transfer paperwork through to completion Pension Contributions & Auto-Enrolment Processing monthly Group Personal Pension contributions Managing joiners and leavers within pension schemes Ensuring correct contribution levels and auto-enrolment compliance Supporting employer re-enrolment processes Assisting employees with auto-enrolment queries and opt-outs Employer & Adviser Support Coordinating employer meeting days and issuing employee invitations Preparing adviser paperwork and diary entries Employee Support Managing contribution changes and bonus sacrifice requests Supporting salary sacrifice arrangements Sending communications regarding AE rate changes and tax relief Assisting with employee queries related to pensions and benefits Skills & Experience Required Proven experience in pensions administration Strong knowledge of: Workplace Pension Schemes Auto Enrolment Salary Sacrifice General pension scheme administration Ideally, working knowledge of wider employee benefits, including: Group Life Assurance Income Protection Private Medical Insurance Dental and Cash Plans Strong communication and organisational skills Ability to manage multiple processes accurately and efficiently Working Pattern Hybrid working available How to Apply If you are interested in this exciting opportunity, please email your CV to apply.
Financial Divisions
Financial Administrator (SJP Wealth Management), NW London, Office based, £28,000 - £35,000 (DOE)
Financial Divisions
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.
Mortgage Administrator
Pinstripe Personnel
Mortgage Administrator Belfast £26,000 - £32,000 - DOE A position has arisen at an a well respected, client focussed Mortgage Brokerage based in Belfast. They are looking to appoint an experienced Case Manager / Mortgage Administrator. The role includes, keying in applications ensuring all necessary documentation is completed with a high degree of accuracy. Routine liaison with lenders, insurance companies and clients alike, ensuring that the Mortgage or Insurance policies are case managed from the initial application through to completion. You will be working closely with the Mortgage Advisers and the Directors on a daily basis. Good keyboard skills, attention to detail and previous experience as a Mortgage Administrator / Case Manager is advantageous. Previous administration experience is essential. This position is office based and you will be working closely with the Directors and Mortgage Brokers on a daily basis. A salary of £26,000 - £32,000 is on offer to the successful candidate. For more information please send your CV to Douglas McDougall
Mar 17, 2026
Full time
Mortgage Administrator Belfast £26,000 - £32,000 - DOE A position has arisen at an a well respected, client focussed Mortgage Brokerage based in Belfast. They are looking to appoint an experienced Case Manager / Mortgage Administrator. The role includes, keying in applications ensuring all necessary documentation is completed with a high degree of accuracy. Routine liaison with lenders, insurance companies and clients alike, ensuring that the Mortgage or Insurance policies are case managed from the initial application through to completion. You will be working closely with the Mortgage Advisers and the Directors on a daily basis. Good keyboard skills, attention to detail and previous experience as a Mortgage Administrator / Case Manager is advantageous. Previous administration experience is essential. This position is office based and you will be working closely with the Directors and Mortgage Brokers on a daily basis. A salary of £26,000 - £32,000 is on offer to the successful candidate. For more information please send your CV to Douglas McDougall
WEALTHLINK RECRUITMENT LTD
IFA Administrator
WEALTHLINK RECRUITMENT LTD Weston-super-mare, Somerset
IFA Administrator Salary: £26,000 - £32,000 DOE Duration: Permanent, Full time, office based, some scope for hybrid in future Benefits: 20 days annual leave plus bank holidays, birthday off, extra time off over Christmas, study support, free parking, health plan, DIS, pension, career progression prospects, flexible working options The Role We are working with a great business who are looking to add an IFA Administrator to their established team. In the role you will work closely with the firm's Paraplanners and Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.
Mar 17, 2026
Full time
IFA Administrator Salary: £26,000 - £32,000 DOE Duration: Permanent, Full time, office based, some scope for hybrid in future Benefits: 20 days annual leave plus bank holidays, birthday off, extra time off over Christmas, study support, free parking, health plan, DIS, pension, career progression prospects, flexible working options The Role We are working with a great business who are looking to add an IFA Administrator to their established team. In the role you will work closely with the firm's Paraplanners and Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.
WEALTHLINK RECRUITMENT LTD
IFA Administrator
WEALTHLINK RECRUITMENT LTD Tring, Hertfordshire
IFA Administrator Location: High Wycombe Salary: £DOE Duration: Permanent, Full time, office based initially Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support, Income Protection, DIS, Enhanced Pension The Role We are working with a business in Tring who are looking to add an IFA Administrator to their established team. In the role you will work closely with the firm's Paraplanners and Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary £DOE 25 days annual leave Bank Holidays Discretionary Annual bonus 37.5 hour working week with flexible start times Study Support and Sponsorship through financial planning exams Comprehensive insurance benefits Enhanced pension
Mar 17, 2026
Full time
IFA Administrator Location: High Wycombe Salary: £DOE Duration: Permanent, Full time, office based initially Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support, Income Protection, DIS, Enhanced Pension The Role We are working with a business in Tring who are looking to add an IFA Administrator to their established team. In the role you will work closely with the firm's Paraplanners and Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary £DOE 25 days annual leave Bank Holidays Discretionary Annual bonus 37.5 hour working week with flexible start times Study Support and Sponsorship through financial planning exams Comprehensive insurance benefits Enhanced pension
Switch Recruitment
Wealth Management Administrator
Switch Recruitment Norwich, Norfolk
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator / Wealth Management Administrator to join their growing team. Responsibilities: Providing administration and planning support to Financial Planners and a professional service to new and existing clients Undertake client valuations and preparing documentation ahead of client reviews Liaising with insurers / providers for new business quotations and updating software accordingly Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience required: Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have a good knowledge of pensions, investments, protection etc Good verbal and written communication skills and have the ability to manage multiple tasks. Ideally you will have experience of working with systems such as Intelligent Office (IO) In return our client is looking to offer a competitive basic salary, benefits and bonus package including enhanced pension and holidays, PMI etc.
Mar 17, 2026
Full time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator / Wealth Management Administrator to join their growing team. Responsibilities: Providing administration and planning support to Financial Planners and a professional service to new and existing clients Undertake client valuations and preparing documentation ahead of client reviews Liaising with insurers / providers for new business quotations and updating software accordingly Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience required: Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have a good knowledge of pensions, investments, protection etc Good verbal and written communication skills and have the ability to manage multiple tasks. Ideally you will have experience of working with systems such as Intelligent Office (IO) In return our client is looking to offer a competitive basic salary, benefits and bonus package including enhanced pension and holidays, PMI etc.
Switch Recruitment
Wealth Management Administrator
Switch Recruitment
We are pleased to be working with a leading professional services and chartered financial planning firm which, due to continued expansion, currently require a competent Wealth Management Administrator to join their growing team. Responsibilities: Providing administration and planning support to Financial Planners and a professional service to new and existing clients Undertake client valuations and preparing documentation ahead of client reviews Liaising with insurers / providers for new business quotations and updating software accordingly Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience: Candidates need to have demonstrable experience of working within wealth management / financial services administration Ideally you will hold some professional qualifications, although this is not essential. You will have a good knowledge across pensions, investments, protection etc as well as mortgages ideally. You will also be able to demonstrate good verbal and written communication skills and have the ability to manage multiple tasks. In return, candidates can expect to receive a competitive basic salary, bonus and benefits including generous annual leave, PMI, enhanced pension etc.
Mar 17, 2026
Full time
We are pleased to be working with a leading professional services and chartered financial planning firm which, due to continued expansion, currently require a competent Wealth Management Administrator to join their growing team. Responsibilities: Providing administration and planning support to Financial Planners and a professional service to new and existing clients Undertake client valuations and preparing documentation ahead of client reviews Liaising with insurers / providers for new business quotations and updating software accordingly Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience: Candidates need to have demonstrable experience of working within wealth management / financial services administration Ideally you will hold some professional qualifications, although this is not essential. You will have a good knowledge across pensions, investments, protection etc as well as mortgages ideally. You will also be able to demonstrate good verbal and written communication skills and have the ability to manage multiple tasks. In return, candidates can expect to receive a competitive basic salary, bonus and benefits including generous annual leave, PMI, enhanced pension etc.
Brevere Group
Financial Planning Administrator
Brevere Group Uxbridge, Middlesex
Are you an experienced Financial Planning Administrator looking for your next role within a close-knit and supportive team? We are seeking a proactive and organised individual with experience working within an IFA office. You will have a strong understanding of the financial planning process, be confident working in a regulated environment, and enjoy supporting both clients and advisers. Key responsibilities will include: Oversight and management of administration workflows Confident communication with a wide range of clients and providers Supporting group pension and protection schemes Working collaboratively with advisers and the wider team to develop client-focused proposals Completing general administration and compliance checks for new and existing business Database administration, maintenance, and consolidation Managing workloads effectively to meet deadlines The successful candidate will have: Experience in an IFA office Working knowledge of the regulated Financial Services industry and FCA requirements Previous experience in a Financial Services administration role with familiarity of industry terminology Experience using Intelligent Office Desirable experience with FE Analytics Strong organisational skills with the ability to multitask A proactive, "can-do" attitude High competency in Microsoft Word, Excel, and Outlook We are happy to consider candidates who are looking to develop into a Paraplanner role . The firm actively supports career progression and the completion of professional qualifications . This is an excellent opportunity to join a forward-thinking and innovative firm, working within a vibrant team that is continually looking to improve the services offered to clients. A competitive salary package is offered, along with structured support for professional development. The role will be office-based initially, moving to a hybrid working model after six month s . By applying for this role, you agree that we may hold and process your personal data in line with our Privacy Policy. Further information on how we use your data can be found on our website.
Mar 17, 2026
Full time
Are you an experienced Financial Planning Administrator looking for your next role within a close-knit and supportive team? We are seeking a proactive and organised individual with experience working within an IFA office. You will have a strong understanding of the financial planning process, be confident working in a regulated environment, and enjoy supporting both clients and advisers. Key responsibilities will include: Oversight and management of administration workflows Confident communication with a wide range of clients and providers Supporting group pension and protection schemes Working collaboratively with advisers and the wider team to develop client-focused proposals Completing general administration and compliance checks for new and existing business Database administration, maintenance, and consolidation Managing workloads effectively to meet deadlines The successful candidate will have: Experience in an IFA office Working knowledge of the regulated Financial Services industry and FCA requirements Previous experience in a Financial Services administration role with familiarity of industry terminology Experience using Intelligent Office Desirable experience with FE Analytics Strong organisational skills with the ability to multitask A proactive, "can-do" attitude High competency in Microsoft Word, Excel, and Outlook We are happy to consider candidates who are looking to develop into a Paraplanner role . The firm actively supports career progression and the completion of professional qualifications . This is an excellent opportunity to join a forward-thinking and innovative firm, working within a vibrant team that is continually looking to improve the services offered to clients. A competitive salary package is offered, along with structured support for professional development. The role will be office-based initially, moving to a hybrid working model after six month s . By applying for this role, you agree that we may hold and process your personal data in line with our Privacy Policy. Further information on how we use your data can be found on our website.
Administrator - FSL
DCK Group Billericay, Essex
About us DCK is one of the world's leading fashion jewellery companies, working with many well-known retailers and high street fashion brands such as River Island, M&S, Tesco, Matalan to name a few. We have over 25 years' experience in fashion jewellery. We are experts in designing, developing and trading in accessories, working with a wide range of partners and selling directly to consumers. We are pleased to have a fantastic opportunity available for an Administrator tojoin our successful FSLteamto work full time on a 12 month FTCbasis, across both our Billericay office and remote working. Role Purpose In this role, you will support the field team to ensure accurate and consistent use of the FSL system and mobile app. You will help maintain reliable appointment and timesheet data, provide day-to-day system support, and ensure information in FSL is accurate and reliable for timesheets and wider business reporting. You will act as a key point of contact for FSL-related queries and support smooth day-to-day operations. Main Tasks and Responsibilities Act as the first point of contact for field-based colleagues using the FSL app. Support users with queries relating to appointments, timesheets, schedules and system usage. Make system updates and amendments, including correcting timesheets, appointments and appointment statuses. Help resolve scheduling conflicts and system issues. Support new starters with system access and basic guidance. Maintain data accuracy and follow agreed processes and ways of working. Identify common issues or training gaps and flag opportunities for improvement. Provide basic training and guidance on correct use of FSL. Requirements Strong organisational skills and attention to detail. Confident using systems and learning new tools. Comfortable supporting colleagues remotely. Clear, friendly and supportive communication style. Able to manage multiple queries and priorities. Positive, practical and solution-focused mindset. Desirable: Experience using Salesforce or similar systems. Experience supporting field-based or operational teams. Understanding of scheduling or resource planning. Why choose DCK: Opportunity to work for a leading independent global fashion business Be part of a welcoming, friendly business that promotes learning and developing from day one Work-from-home opportunities and flexible working hours, to help you develop a healthy work-life balance Early 4pm finish every Friday Private medical health insurance Heavily staff discounted fashion and jewellery allowance 25 days holiday (+ bank holidays) Free Parking Free refreshments and fruit with lunch on us once a week Community Group Social Events Plus, many more additional benefits
Mar 17, 2026
Full time
About us DCK is one of the world's leading fashion jewellery companies, working with many well-known retailers and high street fashion brands such as River Island, M&S, Tesco, Matalan to name a few. We have over 25 years' experience in fashion jewellery. We are experts in designing, developing and trading in accessories, working with a wide range of partners and selling directly to consumers. We are pleased to have a fantastic opportunity available for an Administrator tojoin our successful FSLteamto work full time on a 12 month FTCbasis, across both our Billericay office and remote working. Role Purpose In this role, you will support the field team to ensure accurate and consistent use of the FSL system and mobile app. You will help maintain reliable appointment and timesheet data, provide day-to-day system support, and ensure information in FSL is accurate and reliable for timesheets and wider business reporting. You will act as a key point of contact for FSL-related queries and support smooth day-to-day operations. Main Tasks and Responsibilities Act as the first point of contact for field-based colleagues using the FSL app. Support users with queries relating to appointments, timesheets, schedules and system usage. Make system updates and amendments, including correcting timesheets, appointments and appointment statuses. Help resolve scheduling conflicts and system issues. Support new starters with system access and basic guidance. Maintain data accuracy and follow agreed processes and ways of working. Identify common issues or training gaps and flag opportunities for improvement. Provide basic training and guidance on correct use of FSL. Requirements Strong organisational skills and attention to detail. Confident using systems and learning new tools. Comfortable supporting colleagues remotely. Clear, friendly and supportive communication style. Able to manage multiple queries and priorities. Positive, practical and solution-focused mindset. Desirable: Experience using Salesforce or similar systems. Experience supporting field-based or operational teams. Understanding of scheduling or resource planning. Why choose DCK: Opportunity to work for a leading independent global fashion business Be part of a welcoming, friendly business that promotes learning and developing from day one Work-from-home opportunities and flexible working hours, to help you develop a healthy work-life balance Early 4pm finish every Friday Private medical health insurance Heavily staff discounted fashion and jewellery allowance 25 days holiday (+ bank holidays) Free Parking Free refreshments and fruit with lunch on us once a week Community Group Social Events Plus, many more additional benefits
GRL Legal
Chambers Administrator - Civil & Commercial Barristers Chambers
GRL Legal City, London
Our client is a leading civil and commercial Barristers Chambers. As experienced advocates who appear in courts and arbitral tribunals at all levels throughout the UK and overseas, they are ranked in the two leading legal directories for their work across several practice areas. Chambers offers a progressive working environment, one that fosters an approachable, forward-thinking and collaborative w click apply for full job details
Mar 17, 2026
Full time
Our client is a leading civil and commercial Barristers Chambers. As experienced advocates who appear in courts and arbitral tribunals at all levels throughout the UK and overseas, they are ranked in the two leading legal directories for their work across several practice areas. Chambers offers a progressive working environment, one that fosters an approachable, forward-thinking and collaborative w click apply for full job details
Royal College of Obstetricians and Gynaecologists
Course and Webinar Administrator
Royal College of Obstetricians and Gynaecologists
RCOG Events is entering an exciting phase of transformation as we strengthen and expand our global education portfolio. As the College evolves its courses, skills-based workshops, and webinar programme, it is committed to ensuring learning remains innovative, high-quality, and accessible to healthcare professionals worldwide. To support this growth, we are seeking a Courses and Webinar Administrator to play a vital role in the delivery of our education portfolio. Working closely with the Course Development and Delivery team, faculty, and other internal teams, the post-holder will ensure that webinars, courses, and workshops run smoothly and provide a seamless experience for delegates, faculty, and franchise centres. The role combines operational responsibility with a focus on accuracy, customer service, and collaboration, supporting the successful planning, coordination, and execution of events across the College. This position provides the opportunity to contribute to continuous improvement by maintaining accurate records, monitoring administrative processes, and troubleshooting issues efficiently. By supporting the delivery of high-impact education, the Courses and Webinar Administrator helps ensure that RCOG s programme continues to meet the needs of a global workforce, while directly contributing to improving healthcare for women and girls worldwide. Responsibilities: Provide administrative and operational support for courses, workshops, and webinars, ensuring smooth delivery online and in person. Coordinate delegate and faculty communications and manage event materials accurately. Maintain accurate records using registration systems, CRM platforms, and other digital tools. Act as the first point of contact for delegates, faculty, and partner centres, delivering excellent customer service. Support post-event reporting, financial processes, and continuous improvement through feedback analysis. Work closely with the Events Team and wider College departments to ensure seamless, joined-up delivery. This is an exciting opportunity for a passionate events professional, whether you have prior experience or are a recent graduate, to contribute to transformational change, support the delivery of course, workshops and webinars, and help shape the growth of a globally recognised programme. For the full list of key responsibilities, please check the recruitment pack. About you We are looking for a highly organised, proactive, and adaptable individual to support the delivery of RCOG s courses, workshops, and webinar programme, including franchise courses and key online learning events. The ideal candidate will be detail-oriented, customer-focused, and able to work collaboratively across teams and with faculty, franchise centres, and delegates to ensure smooth, high-quality course delivery. Requirements: Experience, or a strong interest, in providing administrative or operational support for courses, webinars, workshops, or events, in-person, virtual, or hybrid. Strong organisational and coordination skills, with the ability to manage multiple tasks, deadlines, and stakeholders simultaneously. Excellent written and verbal communication skills, with a professional and proactive approach to delegates, faculty, and colleagues. Competence with digital platforms, CRM systems, registration tools, and webinar platforms, with a willingness to learn new systems. A customer-focused mindset, delivering high standards of service and anticipating the needs of delegates, faculty, and partner centres. Ability to work flexibly, manage unexpected challenges, and contribute positively to a busy, dynamic team environment. We encourage candidates from all backgrounds to apply, including those with prior experience in course administration or recent graduates who are organised, motivated, and passionate about supporting high-quality learning experiences. If you are excited about joining RCOG Events at a pivotal moment of growth, supporting a globally recognised programme of courses and webinars, we would love to hear from you. Full training and support will be provided, but attention to detail, organisation, and a proactive, collaborative approach will be essential to succeed in this role. Our culture and benefits As a key member of the team, you will be located in our offices in London Bridge. We offer a friendly, values led working culture with an excellent benefits package that includes: 25 days annual leave, plus bank holidays and office closure from 25 December to 1 January 10% employer pension contribution Life assurance and income protection schemes Employee assistance programme 24/7 confidential advice line and counselling Interest-free season ticket loan Free lunch in our offices in Union Street, London Daily wellness hour to support staff to take breaks and focus on wellness Tailored learning and development Enhanced wellbeing and family support Employee-led diversity networks Volunteering days Lifestyle discounts For a full list of the benefits we offer, please visit our careers site. How to apply Click on Apply to be taken to our recruitment platform, Applied. Please visit our careers website to download the full Job pack. Applications close at 10.00am on Monday 30 March 2026 We encourage candidates to apply early and reserve the right to close the advert and appoint before the closing date. We believe that diverse teams will deliver the best outcomes for women's healthcare and we strive to be an inclusive employer. We welcome applications from all backgrounds and particularly encourage candidates from underrepresented groups, including those from black, Asian and minority ethnic backgrounds and people with disabilities. To find out more, please see our Diversity Policy and Equal Opportunities Policy. Please note: We are only accepting applicants with a right to work in the UK; we are unable to sponsor people requiring a work visa. About us The RCOG is a professional membership association dedicated to improving women s health care across the world. We do this by setting standards for clinical practice, providing doctors with training and lifelong learning, and working with partners to advocate for women s health and health care across their life course. We are a global leader in this specialist area, supporting 18,000 members in the UK and internationally. We are a values-led organisation placing high standards, innovation, openness, inclusiveness and trust at the centre of all we do.
Mar 17, 2026
Full time
RCOG Events is entering an exciting phase of transformation as we strengthen and expand our global education portfolio. As the College evolves its courses, skills-based workshops, and webinar programme, it is committed to ensuring learning remains innovative, high-quality, and accessible to healthcare professionals worldwide. To support this growth, we are seeking a Courses and Webinar Administrator to play a vital role in the delivery of our education portfolio. Working closely with the Course Development and Delivery team, faculty, and other internal teams, the post-holder will ensure that webinars, courses, and workshops run smoothly and provide a seamless experience for delegates, faculty, and franchise centres. The role combines operational responsibility with a focus on accuracy, customer service, and collaboration, supporting the successful planning, coordination, and execution of events across the College. This position provides the opportunity to contribute to continuous improvement by maintaining accurate records, monitoring administrative processes, and troubleshooting issues efficiently. By supporting the delivery of high-impact education, the Courses and Webinar Administrator helps ensure that RCOG s programme continues to meet the needs of a global workforce, while directly contributing to improving healthcare for women and girls worldwide. Responsibilities: Provide administrative and operational support for courses, workshops, and webinars, ensuring smooth delivery online and in person. Coordinate delegate and faculty communications and manage event materials accurately. Maintain accurate records using registration systems, CRM platforms, and other digital tools. Act as the first point of contact for delegates, faculty, and partner centres, delivering excellent customer service. Support post-event reporting, financial processes, and continuous improvement through feedback analysis. Work closely with the Events Team and wider College departments to ensure seamless, joined-up delivery. This is an exciting opportunity for a passionate events professional, whether you have prior experience or are a recent graduate, to contribute to transformational change, support the delivery of course, workshops and webinars, and help shape the growth of a globally recognised programme. For the full list of key responsibilities, please check the recruitment pack. About you We are looking for a highly organised, proactive, and adaptable individual to support the delivery of RCOG s courses, workshops, and webinar programme, including franchise courses and key online learning events. The ideal candidate will be detail-oriented, customer-focused, and able to work collaboratively across teams and with faculty, franchise centres, and delegates to ensure smooth, high-quality course delivery. Requirements: Experience, or a strong interest, in providing administrative or operational support for courses, webinars, workshops, or events, in-person, virtual, or hybrid. Strong organisational and coordination skills, with the ability to manage multiple tasks, deadlines, and stakeholders simultaneously. Excellent written and verbal communication skills, with a professional and proactive approach to delegates, faculty, and colleagues. Competence with digital platforms, CRM systems, registration tools, and webinar platforms, with a willingness to learn new systems. A customer-focused mindset, delivering high standards of service and anticipating the needs of delegates, faculty, and partner centres. Ability to work flexibly, manage unexpected challenges, and contribute positively to a busy, dynamic team environment. We encourage candidates from all backgrounds to apply, including those with prior experience in course administration or recent graduates who are organised, motivated, and passionate about supporting high-quality learning experiences. If you are excited about joining RCOG Events at a pivotal moment of growth, supporting a globally recognised programme of courses and webinars, we would love to hear from you. Full training and support will be provided, but attention to detail, organisation, and a proactive, collaborative approach will be essential to succeed in this role. Our culture and benefits As a key member of the team, you will be located in our offices in London Bridge. We offer a friendly, values led working culture with an excellent benefits package that includes: 25 days annual leave, plus bank holidays and office closure from 25 December to 1 January 10% employer pension contribution Life assurance and income protection schemes Employee assistance programme 24/7 confidential advice line and counselling Interest-free season ticket loan Free lunch in our offices in Union Street, London Daily wellness hour to support staff to take breaks and focus on wellness Tailored learning and development Enhanced wellbeing and family support Employee-led diversity networks Volunteering days Lifestyle discounts For a full list of the benefits we offer, please visit our careers site. How to apply Click on Apply to be taken to our recruitment platform, Applied. Please visit our careers website to download the full Job pack. Applications close at 10.00am on Monday 30 March 2026 We encourage candidates to apply early and reserve the right to close the advert and appoint before the closing date. We believe that diverse teams will deliver the best outcomes for women's healthcare and we strive to be an inclusive employer. We welcome applications from all backgrounds and particularly encourage candidates from underrepresented groups, including those from black, Asian and minority ethnic backgrounds and people with disabilities. To find out more, please see our Diversity Policy and Equal Opportunities Policy. Please note: We are only accepting applicants with a right to work in the UK; we are unable to sponsor people requiring a work visa. About us The RCOG is a professional membership association dedicated to improving women s health care across the world. We do this by setting standards for clinical practice, providing doctors with training and lifelong learning, and working with partners to advocate for women s health and health care across their life course. We are a global leader in this specialist area, supporting 18,000 members in the UK and internationally. We are a values-led organisation placing high standards, innovation, openness, inclusiveness and trust at the centre of all we do.
mbf.
Financial Planning Administrator
mbf.
We are working with the Wealth Planning arm of a top 20 accountancy practice, providing fully independent, holistic financial advice to an established portfolio of high-net-worth private clients. The business is on a significant growth trajectory, with plans to expand its Wealth Planning team substantially over the coming years. As a result, they are now seeking a Client Services Executive to provide all-round support to two Wealth Planners managing a high-quality client book. This role would suit either a career administrator or someone looking to develop further. The hiring manager has indicated an ideal initial tenure of 12-18 months, after which there is clear scope to progress into a Paraplanner role with client contact, and long-term development through to adviser level. Key Responsibilities End-to-end processing of new business and ongoing client servicing Preparing for adviser and client meetings, including valuations, illustrations and meeting packs Acting as a point of contact for clients and liaising with advisers on their behalf Maintaining accurate client records and electronic filing systems Supporting adviser fee, charge and commission queries Ensuring all activity is completed in line with FCA regulations and internal compliance procedures (Full job specification available upon request) Moore Kingston Smith - Client S Candidate Profile Experience in a financial services administration role, ideally within IFA or Wealth Management Strong communication skills and high attention to detail Well organised with the ability to manage multiple tasks and deadlines Comfortable working both independently and as part of a team IT literate, including Microsoft Word and Excel Interest in career development within financial planning Package & Benefits £30,000 - £36,000 base salary Bonus Bi-Annual salary reviews 28 days holiday Hybrid working (3 days office / 2 home, with some flexibility) Private medical insurance and comprehensive wellbeing benefits Strong long-term career development and exam support A first-class opportunity for an ambitious individual to join a growing business with a clear pathway for long-term career progression.
Mar 17, 2026
Full time
We are working with the Wealth Planning arm of a top 20 accountancy practice, providing fully independent, holistic financial advice to an established portfolio of high-net-worth private clients. The business is on a significant growth trajectory, with plans to expand its Wealth Planning team substantially over the coming years. As a result, they are now seeking a Client Services Executive to provide all-round support to two Wealth Planners managing a high-quality client book. This role would suit either a career administrator or someone looking to develop further. The hiring manager has indicated an ideal initial tenure of 12-18 months, after which there is clear scope to progress into a Paraplanner role with client contact, and long-term development through to adviser level. Key Responsibilities End-to-end processing of new business and ongoing client servicing Preparing for adviser and client meetings, including valuations, illustrations and meeting packs Acting as a point of contact for clients and liaising with advisers on their behalf Maintaining accurate client records and electronic filing systems Supporting adviser fee, charge and commission queries Ensuring all activity is completed in line with FCA regulations and internal compliance procedures (Full job specification available upon request) Moore Kingston Smith - Client S Candidate Profile Experience in a financial services administration role, ideally within IFA or Wealth Management Strong communication skills and high attention to detail Well organised with the ability to manage multiple tasks and deadlines Comfortable working both independently and as part of a team IT literate, including Microsoft Word and Excel Interest in career development within financial planning Package & Benefits £30,000 - £36,000 base salary Bonus Bi-Annual salary reviews 28 days holiday Hybrid working (3 days office / 2 home, with some flexibility) Private medical insurance and comprehensive wellbeing benefits Strong long-term career development and exam support A first-class opportunity for an ambitious individual to join a growing business with a clear pathway for long-term career progression.
Reed
HR Coordinator
Reed Wymondham, Norfolk
HR Coordinator Annual Salary: £30,000 - £35,000 Location: South Norfolk (Driving required due to location) Job Type: Full-time We are seeking an HR Coordinator & Administrator to join a local meat processing business. Our client offers a warm friendly team environment where staff are valued. This role offers a comprehensive range of responsibilities including HR, payroll and compliance support across the company. It is ideal for an organised, discreet, and proactive individual with a solid background in HR who enjoys a varied, hands-on position supporting both people and business processes. Day-to-day of the role: Serve as the first point of contact for managers and employees on day-to-day HR queries, providing clear and practical advice and escalating complex issues as required. Support disciplinary, grievance, absence, and return-to-work processes, ensuring documentation and timelines are managed accurately. Coordinate recruitment activities including interviews, background checks, and agency liaison. Manage new starter processes, onboarding, and inductions. Conduct exit interviews and collate feedback to support retention and engagement initiatives. Track probation periods, appraisals, and performance review administration. Assist with employee engagement surveys and people initiatives. Review, update, and maintain HR policies and procedures in line with legislative changes and best practice. Maintain accurate and confidential employee records at all times. Coordinate and monitor training activities, including specific training and manager scheduling. Organise health surveillance testing and support audit requirements. Maintain HR data accuracy and produce HR KPIs and reports. Support compliance monitoring across HR and operational requirements. Prepare and process weekly payroll, including checking hours, absences, and agency timesheets. Administer pension processes and liaise with external providers. Support bank reconciliations and input invoices into finance systems. Provide general administrative support to management and operational teams. Required Skills & Qualifications: Previous experience in an HR, payroll, or administrative role. Sound working knowledge of HR processes and employment legislation. Experience handling confidential and sensitive information. Strong organisational, communication, and stakeholder management skills. Proficient in Microsoft Office and HR/payroll systems. CIPD Level 3 (or willingness to work towards) is desirable. Please apply online or contact Maxine or Andrea at Reed HR Norwich.
Mar 17, 2026
Full time
HR Coordinator Annual Salary: £30,000 - £35,000 Location: South Norfolk (Driving required due to location) Job Type: Full-time We are seeking an HR Coordinator & Administrator to join a local meat processing business. Our client offers a warm friendly team environment where staff are valued. This role offers a comprehensive range of responsibilities including HR, payroll and compliance support across the company. It is ideal for an organised, discreet, and proactive individual with a solid background in HR who enjoys a varied, hands-on position supporting both people and business processes. Day-to-day of the role: Serve as the first point of contact for managers and employees on day-to-day HR queries, providing clear and practical advice and escalating complex issues as required. Support disciplinary, grievance, absence, and return-to-work processes, ensuring documentation and timelines are managed accurately. Coordinate recruitment activities including interviews, background checks, and agency liaison. Manage new starter processes, onboarding, and inductions. Conduct exit interviews and collate feedback to support retention and engagement initiatives. Track probation periods, appraisals, and performance review administration. Assist with employee engagement surveys and people initiatives. Review, update, and maintain HR policies and procedures in line with legislative changes and best practice. Maintain accurate and confidential employee records at all times. Coordinate and monitor training activities, including specific training and manager scheduling. Organise health surveillance testing and support audit requirements. Maintain HR data accuracy and produce HR KPIs and reports. Support compliance monitoring across HR and operational requirements. Prepare and process weekly payroll, including checking hours, absences, and agency timesheets. Administer pension processes and liaise with external providers. Support bank reconciliations and input invoices into finance systems. Provide general administrative support to management and operational teams. Required Skills & Qualifications: Previous experience in an HR, payroll, or administrative role. Sound working knowledge of HR processes and employment legislation. Experience handling confidential and sensitive information. Strong organisational, communication, and stakeholder management skills. Proficient in Microsoft Office and HR/payroll systems. CIPD Level 3 (or willingness to work towards) is desirable. Please apply online or contact Maxine or Andrea at Reed HR Norwich.
Sewell Wallis Ltd
Procurement Director
Sewell Wallis Ltd City, Sheffield
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.
Gov Facility Services Ltd (GFSL)
Escort/Handyperson
Gov Facility Services Ltd (GFSL) Kimbolton, Cambridgeshire
Handy Person Location: HMP Littlehey- West Perry Huntingdon- PE28 0SR Salary: 13,287.83 Contract: Part Time/Permanent - 19.5 hours Monday to Friday We are seeking a dedicated Handy Person to join our team at HMP Littlehey, a Category C Adult/Male prison. Join a team that is more than just a group of colleagues - we work Monday to Friday as a supportive and driven family, working together to create a safe and nurturing environment. HMP Littlehey runs like a self-contained town, it takes hundreds of people to keep it functioning, and as the Facilities Maintenance Team we are committed and driving the smooth and safe operation, like a heart that pumps blood through the body, everything we do impacts every prisoner, employee, and visitor, and wider to the families and community. As an Escort / Fabric Operative, you will have the opportunity to work alongside experienced and passionate colleagues who vary from Plumbers, Electricians, Carpenters, Painters, to Cleaners, and Administrators, and others, who are all dedicated to making a positive difference, providing a safe and secure environment for all. If you are looking for a role where you can use your skills to create a better future for others, we encourage you to apply for this compelling opportunity and join us in our mission to promote rehabilitation and positive change and be part of a team that truly makes a difference. We are a Ministry of Justice business and provide critical and time-bound services to HMPPS, and are looking for an Escort / Fabric Operative with any combination of: - Experience of prison environment - Experience of use of hand and power tools - Previous experience of working within a building fabric / Hard FM environment - Up to date First Aid at Work Qualification - Level 2 qualification in English and Maths - Good Health & Safety knowledge. - Excellent organisational, time management and people skills. If this sounds like you, we would like to hear from you! Explore a varied and rewarding career at GFSL. Welcome to careers at Gov Facilities Services Limited (GFSL). Joining us is your chance to help ensure prisons are secure and safe for prisoners and prison staff alike, and to play your part in helping prisoners reintegrate into society. Holidays are 25 days per year plus Bank Holidays, and a range of non-contractual benefits are provided. These range from Death in Service at 4x salary, to access to private GP consultations and an Employee Assistance Programme that offers counselling and information services for preventative care and to help employees in a crisis. There are also a range of financial reward mechanisms and access to retailer discounts. You will find a strong focus on safety, a supportive, inclusive workplace, a competitive benefits package, and real opportunity to build your skills and progress. Explore facilities careers where you can make difference. Pride In People. We're passionate about promoting greater diversity and creating a workplace and culture where all of our employees have a voice that is heard, feel a sense of belonging and are empowered to be their true selves. We recognise the value that every single employee brings to the organisation. Everyone's needs at work are different and we are committed to doing our best to satisfy these differences whilst ensuring consistency and fairness for all. We promise to champion diversity and inclusion with ongoing learning and training, as well as career progression opportunities for everyone. Future Plans. GFSL has been notified by it's shareholder (MOJ) that the provision of FM Services will in future be delivered by the private sector. This means that following a successful procurement process, GFSL's services will complete transfer to a private sector provider/providers no sooner than August 2027. Pride in People - Do the Right thing - One Team An ISO 9001 Certified Company
Mar 17, 2026
Full time
Handy Person Location: HMP Littlehey- West Perry Huntingdon- PE28 0SR Salary: 13,287.83 Contract: Part Time/Permanent - 19.5 hours Monday to Friday We are seeking a dedicated Handy Person to join our team at HMP Littlehey, a Category C Adult/Male prison. Join a team that is more than just a group of colleagues - we work Monday to Friday as a supportive and driven family, working together to create a safe and nurturing environment. HMP Littlehey runs like a self-contained town, it takes hundreds of people to keep it functioning, and as the Facilities Maintenance Team we are committed and driving the smooth and safe operation, like a heart that pumps blood through the body, everything we do impacts every prisoner, employee, and visitor, and wider to the families and community. As an Escort / Fabric Operative, you will have the opportunity to work alongside experienced and passionate colleagues who vary from Plumbers, Electricians, Carpenters, Painters, to Cleaners, and Administrators, and others, who are all dedicated to making a positive difference, providing a safe and secure environment for all. If you are looking for a role where you can use your skills to create a better future for others, we encourage you to apply for this compelling opportunity and join us in our mission to promote rehabilitation and positive change and be part of a team that truly makes a difference. We are a Ministry of Justice business and provide critical and time-bound services to HMPPS, and are looking for an Escort / Fabric Operative with any combination of: - Experience of prison environment - Experience of use of hand and power tools - Previous experience of working within a building fabric / Hard FM environment - Up to date First Aid at Work Qualification - Level 2 qualification in English and Maths - Good Health & Safety knowledge. - Excellent organisational, time management and people skills. If this sounds like you, we would like to hear from you! Explore a varied and rewarding career at GFSL. Welcome to careers at Gov Facilities Services Limited (GFSL). Joining us is your chance to help ensure prisons are secure and safe for prisoners and prison staff alike, and to play your part in helping prisoners reintegrate into society. Holidays are 25 days per year plus Bank Holidays, and a range of non-contractual benefits are provided. These range from Death in Service at 4x salary, to access to private GP consultations and an Employee Assistance Programme that offers counselling and information services for preventative care and to help employees in a crisis. There are also a range of financial reward mechanisms and access to retailer discounts. You will find a strong focus on safety, a supportive, inclusive workplace, a competitive benefits package, and real opportunity to build your skills and progress. Explore facilities careers where you can make difference. Pride In People. We're passionate about promoting greater diversity and creating a workplace and culture where all of our employees have a voice that is heard, feel a sense of belonging and are empowered to be their true selves. We recognise the value that every single employee brings to the organisation. Everyone's needs at work are different and we are committed to doing our best to satisfy these differences whilst ensuring consistency and fairness for all. We promise to champion diversity and inclusion with ongoing learning and training, as well as career progression opportunities for everyone. Future Plans. GFSL has been notified by it's shareholder (MOJ) that the provision of FM Services will in future be delivered by the private sector. This means that following a successful procurement process, GFSL's services will complete transfer to a private sector provider/providers no sooner than August 2027. Pride in People - Do the Right thing - One Team An ISO 9001 Certified Company
mbf.
Client Support Administrator
mbf.
We are working with a well-established, multi-award-winning boutique wealth management firm, based in the City of London, providing independent financial advice to high-net-worth individuals and their families. The firm advises across Pensions, Investments and Life Assurance from the whole of the market and is widely recognised within the industry for the quality of its client service and professional standards. Due to continued growth, including multiple recent acquisitions across the UK, the business is now looking to appoint two Client Support professionals to join its London team. The Roles Two Client Support opportunities are available, offering distinct career paths : Client Support - FP Administration Pod This role sits within a team-based support structure and would suit an experienced career Financial Planning Administrator who enjoys a structured environment supporting multiple advisers. Salary towards the higher end of the banding. Client Support - Dedicated Adviser Support This position supports two Financial Planners directly and is well suited to someone looking to broaden their exposure and progress their career within Financial Planning. Key Responsibilities Supporting the financial planning and advice process to ensure a high-quality client experience Processing new client documentation in line with internal procedures and data protection requirements Creating and maintaining accurate client records on the CRM system Liaising with product providers to obtain policy and investment information Preparing client meeting packs and supporting documentation Working closely with Advisers and Paraplanners to issue reports and new business applications Maintaining accurate records of client and provider communications Ensuring all activity is completed in line with compliance and regulatory standards Candidate Profile The successful candidate will demonstrate: Previous experience within a Financial Planning / Wealth Management support role Strong communication skills at all levels A methodical approach with the ability to manage and prioritise multiple tasks The ability to work well within a team and on their own initiative A client-focused mindset with high attention to detail IT literacy, including MS Word and Excel A desire to pursue or continue financial services qualifications (fully supported) Package & Benefits £32,000 - £38,000 basic salary Quarterly bonus (c. 15% of salary) Employee Shareholder Scheme Comprehensive benefits package 25 days holiday plus 3 additional days over Christmas Hybrid working - 3 days per week in the office Excellent long-term career development opportunities as the firm continues to grow nationally A first class opportunity to work for a growing business offering genuine career development opportunities.
Mar 17, 2026
Full time
We are working with a well-established, multi-award-winning boutique wealth management firm, based in the City of London, providing independent financial advice to high-net-worth individuals and their families. The firm advises across Pensions, Investments and Life Assurance from the whole of the market and is widely recognised within the industry for the quality of its client service and professional standards. Due to continued growth, including multiple recent acquisitions across the UK, the business is now looking to appoint two Client Support professionals to join its London team. The Roles Two Client Support opportunities are available, offering distinct career paths : Client Support - FP Administration Pod This role sits within a team-based support structure and would suit an experienced career Financial Planning Administrator who enjoys a structured environment supporting multiple advisers. Salary towards the higher end of the banding. Client Support - Dedicated Adviser Support This position supports two Financial Planners directly and is well suited to someone looking to broaden their exposure and progress their career within Financial Planning. Key Responsibilities Supporting the financial planning and advice process to ensure a high-quality client experience Processing new client documentation in line with internal procedures and data protection requirements Creating and maintaining accurate client records on the CRM system Liaising with product providers to obtain policy and investment information Preparing client meeting packs and supporting documentation Working closely with Advisers and Paraplanners to issue reports and new business applications Maintaining accurate records of client and provider communications Ensuring all activity is completed in line with compliance and regulatory standards Candidate Profile The successful candidate will demonstrate: Previous experience within a Financial Planning / Wealth Management support role Strong communication skills at all levels A methodical approach with the ability to manage and prioritise multiple tasks The ability to work well within a team and on their own initiative A client-focused mindset with high attention to detail IT literacy, including MS Word and Excel A desire to pursue or continue financial services qualifications (fully supported) Package & Benefits £32,000 - £38,000 basic salary Quarterly bonus (c. 15% of salary) Employee Shareholder Scheme Comprehensive benefits package 25 days holiday plus 3 additional days over Christmas Hybrid working - 3 days per week in the office Excellent long-term career development opportunities as the firm continues to grow nationally A first class opportunity to work for a growing business offering genuine career development opportunities.

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