IFA Administrator job now available in central Bristol for an experienced, numerically minded professional from a financial planning or group risk background This is an excellent opportunity for an established IFA Administrator who enjoys working with data, spreadsheets and structured processes, and is looking to take on a varied role supporting both employee benefits and wider IFA administration. Based in a growing central Bristol team, you will provide essential back office support to ensure smooth service delivery across a range of benefit schemes and financial planning work. In this role, you will take responsibility for the day-to-day administration of group life and group income protection schemes, helping maintain accurate data, documentation and renewals. You will also support group pension activity, including salary exchange exercises and annuity related tasks. Alongside this, you will provide general administrative support to two Advisers, helping manage client information, prepare documentation and coordinate processes. For someone who enjoys working with numbers, Excel and structured data, this position offers plenty of variety and the chance to build broader experience. Candidates with group risk or employee benefits experience will be well suited, though strong IFA Administrators with the ability to learn quickly are also encouraged to apply. This is a full time, office-based role in central Bristol with a collaborative team who value flexibility, involvement and a willingness to support each other. IFA Administrator Requirements Essential • Strong Excel capability and confident numeracy • Experience within an IFA, financial planning or employee benefits environment • Comfortable handling data and structured processes • Ability to support multiple Advisers and adapt within a small team Desirable • Previous experience in group life, group income protection or group pensions The Company A well respected financial services firm offering both financial planning and employee benefits support, known for its friendly, close knit team culture and strong client relationships. IFA Administrator Benefits • Salary circa £30,000 to £35,000 • Full time, office based in the Bristol office • Flexible start / finish time if desired Location Central Bristol, suitable for individuals living in or able to commute to the area. If this Employee Benefits Administrator role sounds like the right fit for you, we encourage you to apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Mar 19, 2026
Full time
IFA Administrator job now available in central Bristol for an experienced, numerically minded professional from a financial planning or group risk background This is an excellent opportunity for an established IFA Administrator who enjoys working with data, spreadsheets and structured processes, and is looking to take on a varied role supporting both employee benefits and wider IFA administration. Based in a growing central Bristol team, you will provide essential back office support to ensure smooth service delivery across a range of benefit schemes and financial planning work. In this role, you will take responsibility for the day-to-day administration of group life and group income protection schemes, helping maintain accurate data, documentation and renewals. You will also support group pension activity, including salary exchange exercises and annuity related tasks. Alongside this, you will provide general administrative support to two Advisers, helping manage client information, prepare documentation and coordinate processes. For someone who enjoys working with numbers, Excel and structured data, this position offers plenty of variety and the chance to build broader experience. Candidates with group risk or employee benefits experience will be well suited, though strong IFA Administrators with the ability to learn quickly are also encouraged to apply. This is a full time, office-based role in central Bristol with a collaborative team who value flexibility, involvement and a willingness to support each other. IFA Administrator Requirements Essential • Strong Excel capability and confident numeracy • Experience within an IFA, financial planning or employee benefits environment • Comfortable handling data and structured processes • Ability to support multiple Advisers and adapt within a small team Desirable • Previous experience in group life, group income protection or group pensions The Company A well respected financial services firm offering both financial planning and employee benefits support, known for its friendly, close knit team culture and strong client relationships. IFA Administrator Benefits • Salary circa £30,000 to £35,000 • Full time, office based in the Bristol office • Flexible start / finish time if desired Location Central Bristol, suitable for individuals living in or able to commute to the area. If this Employee Benefits Administrator role sounds like the right fit for you, we encourage you to apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
The Coast Partnership Ltd
St. Albans, Hertfordshire
A dynamic and prosperous Specialist Mortgage Broker in the City are keen to appoint an experienced Mortgage and Protection Administrator. You will support the advisers by packaging and progressing mortgage cases and administering protection applications, with a strong focus on proactive case chasing and clean, compliant file notes. Duties: • Process and progress mortgage cases from DIP offer completion • Chase updates and resolve issues with clients, lenders, solicitors, estate agents and valuers. • Gather and check documents early (ID/AML, bank statements, payslips, SA302s, deposit evidence, gifted deposits, source of funds) • Keep the CRM up to date with clear notes and a proper audit trail. • Protection admin (life/CI/IP): submitting applications, managing insurer queries, underwriting follow-ups, medical evidence/admin, policy issue. • General admin: emails/calls, keeping cases organised and moving. Required: • Previous experience in a UK mortgage broker admin/processing role (recent experience preferred). • Confident managing multiple live cases at once and prioritising properly. • Strong written and phone communication. • Careful, accurate and organised (FCA-regulated environment). • Comfortable with Outlook/Word/Excel and broker CRM systems. The role offers a competitive basic salary in a progressive and friendly environment. Interviews are available immediately.
Mar 19, 2026
Full time
A dynamic and prosperous Specialist Mortgage Broker in the City are keen to appoint an experienced Mortgage and Protection Administrator. You will support the advisers by packaging and progressing mortgage cases and administering protection applications, with a strong focus on proactive case chasing and clean, compliant file notes. Duties: • Process and progress mortgage cases from DIP offer completion • Chase updates and resolve issues with clients, lenders, solicitors, estate agents and valuers. • Gather and check documents early (ID/AML, bank statements, payslips, SA302s, deposit evidence, gifted deposits, source of funds) • Keep the CRM up to date with clear notes and a proper audit trail. • Protection admin (life/CI/IP): submitting applications, managing insurer queries, underwriting follow-ups, medical evidence/admin, policy issue. • General admin: emails/calls, keeping cases organised and moving. Required: • Previous experience in a UK mortgage broker admin/processing role (recent experience preferred). • Confident managing multiple live cases at once and prioritising properly. • Strong written and phone communication. • Careful, accurate and organised (FCA-regulated environment). • Comfortable with Outlook/Word/Excel and broker CRM systems. The role offers a competitive basic salary in a progressive and friendly environment. Interviews are available immediately.
We're seeking people who bring together a unique blend of personal strengths, technical know-how, and a genuine passion for the built environment and construction industry. TSA Riley is a global organization, 1,000 people strong. We provide expert project consultancy across project management, cost management, advisory, ESG, and asset management, and our people are at the centre of everything we do. We help clients create great places to work, live, shop, play, and produce. Visit our work and grow with us page for information about our graduate, apprenticeship, and professional development programmes, or apply for an advertised position below. We'd love to hear from you. Please get in touch if you Cultivate positive and trusting relationships with colleagues and stakeholders. Effectively communicate ideas and actions that resonate with diverse audiences. Exhibit drive, flexibility, passion, and a proactive attitude towards tasks. Take ownership of responsibilities and ensure timely delivery on commitments. Approach challenges with a solutions oriented mindset. Analyse and synthesise detailed information to identify opportunities for improvement. Possess a degree qualification, underpinning knowledge and skills. Senior Project Manager Croydon, UK 06/03/2026 Due to ongoing expansion in the retail sector, we are seeking an experienced Senior Project Manager to join our London and Southeast regional team. TSA Riley is a trusted partner to some of the UK's leading retail brands, providing expert cost and project management services that support their continued growth and success. This is a permanent, full time role with the flexibility of hybrid working and the option to be based out of our Central London or Croydon offices. Within your role, you will lead the delivery of project management services across a variety of exciting retail developments, including new builds, refurbishments, and fit outs. Projects may range from individual store initiatives to complex programmes spanning multiple locations. You will play a key role in building strong client relationships, ensuring projects are delivered on time, within budget, and to a high standard of quality. We are looking for a collaborative and detail oriented professional with proven experience managing construction projects from inception through to completion. Your background may include working within a consultancy, contractor, or client side role, and you will be comfortable handling both pre and post contract responsibilities in a client facing environment. At TSA Riley, we value flexibility, autonomy, and high performance. We offer a supportive team culture, opportunities to work with major clients, and a competitive salary with a comprehensive benefits package. If you are ready to contribute to impactful retail projects and grow your career with a forward thinking consultancy, we encourage you to apply. About your responsibilities Leading end to end project delivery, ensuring alignment with agreed scope, budget, and programme targets. Coordinating project inputs across procurement, design, delivery planning, site activity, and contractor engagement. Building strong, trusted relationships with clients, consultants, and stakeholders through clear, responsive communication. Applying sound judgment to identify and manage risks, resolve issues, and capture opportunities early. Driving commercial performance through effective budget control, contract administration, and management of scope changes. Using TSA Riley's digital tools and systems to track progress, monitor risk, and support quality reporting. Ensuring compliance with project governance, quality, and safety frameworks. Leading and supporting team members with clear direction, regular feedback, and a focus on development and high performance. Supporting ongoing client growth by identifying opportunities and contributing to positive project outcomes. Contributing to business growth by supporting pipeline development, participating in bids and pursuits, and advancing sector initiatives. About you A tertiary qualification in a field relevant to shaping or delivering projects in the built environment. May hold or be pursuing professional accreditation with a relevant professional body such as the CIOB, RICS or similar equivalent. Prior experience of working with clients in the retail sector of the construction industry. Ideally, having managed a combination of individual stores and programmes of work across multiple sites, consisting of new build, refurbishment and fit out. Experience in delivering construction related projects in a client side or consulting environment. We regret that this role is not suitable for Project Managers looking to transition from other industries such as IT, marketing or finance. Deep understanding of project lifecycles, commercial controls, and contract administration, including the ability to perform the role of Contract Administrator, Employer's Agent, or equivalent as appropriate. Proven ability to manage scope, programme, and budget across complex projects, ensuring delivery against commercial and client expectations. Proficiency with digital tools and project systems to support planning, reporting, coordination, and quality assurance. Skilled in navigating stakeholder complexity, resolving conflict, and aligning diverse interests to drive project outcomes. A reputation for leading teams effectively and supporting others. Actively building their professional reputation and connections through high quality delivery, knowledge sharing, and industry engagement. A full UK driving license would be essential for this role. About us TSA Riley has a 130 year heritage dating back to 1890 when Henry Riley Esq first established a quantity surveying practice in London. In Asia Pacific we trace our roots back to the 1980s through the merging of several respected, small project management and advisory firms. Now, in the 21st century, we're defining and pioneering a new way of helping our clients drive greater value and impact from their built assets. Plan. Deliver. Optimise. We call this project consulting. We provide expert strategic, commercial and operations advice; project and cost management; carbon advice; and dispute resolution. This uniquely broad range of services - across the project lifecycle - means we understand the interdependencies at every stage. We combine this with hands on experience and personalised service to drive greater value, impact and certainty for our clients' projects. Our Values We win together: Collaborate openly, learn from each other and succeed as one global team. We own it, always: Act with integrity and take responsibility to deliver with purpose. We focus on what matters: Striving for high standards to create meaningful, lasting and sustainable impact. We are curious: Embrace agility and change, explore ideas and turn our curiosity into progress. TSA Riley is an Equal Opportunity Employer: We welcome applications from candidates who are interested in working with us but are not able to commit to a full time role and/or would require forms of flexible working. Additionally, we provide hybrid working as standard practice. We would like you to perform at your best at every stage of our recruitment process. Please contact us if you require any adjustments that would support you throughout your application. No Agencies Please
Mar 19, 2026
Full time
We're seeking people who bring together a unique blend of personal strengths, technical know-how, and a genuine passion for the built environment and construction industry. TSA Riley is a global organization, 1,000 people strong. We provide expert project consultancy across project management, cost management, advisory, ESG, and asset management, and our people are at the centre of everything we do. We help clients create great places to work, live, shop, play, and produce. Visit our work and grow with us page for information about our graduate, apprenticeship, and professional development programmes, or apply for an advertised position below. We'd love to hear from you. Please get in touch if you Cultivate positive and trusting relationships with colleagues and stakeholders. Effectively communicate ideas and actions that resonate with diverse audiences. Exhibit drive, flexibility, passion, and a proactive attitude towards tasks. Take ownership of responsibilities and ensure timely delivery on commitments. Approach challenges with a solutions oriented mindset. Analyse and synthesise detailed information to identify opportunities for improvement. Possess a degree qualification, underpinning knowledge and skills. Senior Project Manager Croydon, UK 06/03/2026 Due to ongoing expansion in the retail sector, we are seeking an experienced Senior Project Manager to join our London and Southeast regional team. TSA Riley is a trusted partner to some of the UK's leading retail brands, providing expert cost and project management services that support their continued growth and success. This is a permanent, full time role with the flexibility of hybrid working and the option to be based out of our Central London or Croydon offices. Within your role, you will lead the delivery of project management services across a variety of exciting retail developments, including new builds, refurbishments, and fit outs. Projects may range from individual store initiatives to complex programmes spanning multiple locations. You will play a key role in building strong client relationships, ensuring projects are delivered on time, within budget, and to a high standard of quality. We are looking for a collaborative and detail oriented professional with proven experience managing construction projects from inception through to completion. Your background may include working within a consultancy, contractor, or client side role, and you will be comfortable handling both pre and post contract responsibilities in a client facing environment. At TSA Riley, we value flexibility, autonomy, and high performance. We offer a supportive team culture, opportunities to work with major clients, and a competitive salary with a comprehensive benefits package. If you are ready to contribute to impactful retail projects and grow your career with a forward thinking consultancy, we encourage you to apply. About your responsibilities Leading end to end project delivery, ensuring alignment with agreed scope, budget, and programme targets. Coordinating project inputs across procurement, design, delivery planning, site activity, and contractor engagement. Building strong, trusted relationships with clients, consultants, and stakeholders through clear, responsive communication. Applying sound judgment to identify and manage risks, resolve issues, and capture opportunities early. Driving commercial performance through effective budget control, contract administration, and management of scope changes. Using TSA Riley's digital tools and systems to track progress, monitor risk, and support quality reporting. Ensuring compliance with project governance, quality, and safety frameworks. Leading and supporting team members with clear direction, regular feedback, and a focus on development and high performance. Supporting ongoing client growth by identifying opportunities and contributing to positive project outcomes. Contributing to business growth by supporting pipeline development, participating in bids and pursuits, and advancing sector initiatives. About you A tertiary qualification in a field relevant to shaping or delivering projects in the built environment. May hold or be pursuing professional accreditation with a relevant professional body such as the CIOB, RICS or similar equivalent. Prior experience of working with clients in the retail sector of the construction industry. Ideally, having managed a combination of individual stores and programmes of work across multiple sites, consisting of new build, refurbishment and fit out. Experience in delivering construction related projects in a client side or consulting environment. We regret that this role is not suitable for Project Managers looking to transition from other industries such as IT, marketing or finance. Deep understanding of project lifecycles, commercial controls, and contract administration, including the ability to perform the role of Contract Administrator, Employer's Agent, or equivalent as appropriate. Proven ability to manage scope, programme, and budget across complex projects, ensuring delivery against commercial and client expectations. Proficiency with digital tools and project systems to support planning, reporting, coordination, and quality assurance. Skilled in navigating stakeholder complexity, resolving conflict, and aligning diverse interests to drive project outcomes. A reputation for leading teams effectively and supporting others. Actively building their professional reputation and connections through high quality delivery, knowledge sharing, and industry engagement. A full UK driving license would be essential for this role. About us TSA Riley has a 130 year heritage dating back to 1890 when Henry Riley Esq first established a quantity surveying practice in London. In Asia Pacific we trace our roots back to the 1980s through the merging of several respected, small project management and advisory firms. Now, in the 21st century, we're defining and pioneering a new way of helping our clients drive greater value and impact from their built assets. Plan. Deliver. Optimise. We call this project consulting. We provide expert strategic, commercial and operations advice; project and cost management; carbon advice; and dispute resolution. This uniquely broad range of services - across the project lifecycle - means we understand the interdependencies at every stage. We combine this with hands on experience and personalised service to drive greater value, impact and certainty for our clients' projects. Our Values We win together: Collaborate openly, learn from each other and succeed as one global team. We own it, always: Act with integrity and take responsibility to deliver with purpose. We focus on what matters: Striving for high standards to create meaningful, lasting and sustainable impact. We are curious: Embrace agility and change, explore ideas and turn our curiosity into progress. TSA Riley is an Equal Opportunity Employer: We welcome applications from candidates who are interested in working with us but are not able to commit to a full time role and/or would require forms of flexible working. Additionally, we provide hybrid working as standard practice. We would like you to perform at your best at every stage of our recruitment process. Please contact us if you require any adjustments that would support you throughout your application. No Agencies Please
Payroll Administrator - Fixed Term Contract (to December 2026) Potential to Become Permanent Location: Near Banbury, towards Chipping Norton Salary: £30,000 Hours: Full-time, Monday-Friday, 9am-5pm Hybrid Working Available (2-3 days office/home) Our client, a well established organisation with around 200 locations across the UK, is looking for a detail driven Payroll Administrator to join their busy People team. Supporting approximately 30 sites , you'll play a key role in ensuring accurate and timely payroll processing for employees across your region. This position is offered on a fixed term contract until December 2026 , with a strong possibility of becoming a permanent role. Key Responsibilities Process payroll accurately and on time for employees across your allocated sites Maintain payroll records, ensuring all data is up to date and compliant Handle payroll queries from managers and employees, providing clear and timely responses Support with statutory payments including SSP, SMP, SPP and holiday calculations Assist with new starter, leaver and contract change administration Work closely with HR colleagues to ensure seamless data flow and compliance Support with general payroll and HR administration as required About You Previous experience in a payroll administration role Strong understanding of payroll processes and statutory requirements Excellent attention to detail and accuracy Confident working with payroll systems and Excel Strong communication skills and a proactive approach Comfortable supporting multiple sites and managing competing priorities Own transport is essential due to the rural location and occasional site travel What's on Offer £30,000 salary Hybrid working (typically 2-3 days split between office and home) Supportive team environment with opportunities to develop A genuine chance for the role to become permanent
Mar 19, 2026
Full time
Payroll Administrator - Fixed Term Contract (to December 2026) Potential to Become Permanent Location: Near Banbury, towards Chipping Norton Salary: £30,000 Hours: Full-time, Monday-Friday, 9am-5pm Hybrid Working Available (2-3 days office/home) Our client, a well established organisation with around 200 locations across the UK, is looking for a detail driven Payroll Administrator to join their busy People team. Supporting approximately 30 sites , you'll play a key role in ensuring accurate and timely payroll processing for employees across your region. This position is offered on a fixed term contract until December 2026 , with a strong possibility of becoming a permanent role. Key Responsibilities Process payroll accurately and on time for employees across your allocated sites Maintain payroll records, ensuring all data is up to date and compliant Handle payroll queries from managers and employees, providing clear and timely responses Support with statutory payments including SSP, SMP, SPP and holiday calculations Assist with new starter, leaver and contract change administration Work closely with HR colleagues to ensure seamless data flow and compliance Support with general payroll and HR administration as required About You Previous experience in a payroll administration role Strong understanding of payroll processes and statutory requirements Excellent attention to detail and accuracy Confident working with payroll systems and Excel Strong communication skills and a proactive approach Comfortable supporting multiple sites and managing competing priorities Own transport is essential due to the rural location and occasional site travel What's on Offer £30,000 salary Hybrid working (typically 2-3 days split between office and home) Supportive team environment with opportunities to develop A genuine chance for the role to become permanent
Operations Administrator We are recruiting for a confident and proactive administrator to join our clients operation in Castle Donington. Our client based at East Midlands Airport are a leading logistics company and are now looking to add to their team. This role presents the successful Administrator with the ability to forge a long term career in a supportive company and team. In this role you will have to demonstrate 5 years work history in the UK that can be vetted and be willing to undertake a criminal record check due working in the aviation industry Shift Patterns / Working Hours: Monday to Friday 12noon - 8pm The successful candidate will: Have experience in a fast paced Administration or Coordinator role Be able to work confidently on excel and other computer systems Be comfortable talking to customers and have a positive phone manner Able to work the above shift pattern Have a positive and proactive attitude Be willing to undertake a DBS check if one has not been undertaken in past 70 days Be able to provide 5 years worth of work references in the UK Your duties will include: Support the day operations team to ensure administration tasks are complete Input and update data into excel and other CRM systems Ensure all paperwork is filed correctly Update customers and other third parties with ETA's and address any queries. General duties to support the operation as assigned by the line manager You will receive: £14.29 per hour Benefit of working with Pertemps: Weekly pay or monthly pay - you choose Pension Annual leave 24/7 support Mortgage references To apply for the Operations Administrator role, please submit an up to date CV or call us on to discuss the opportunity in more detail.
Mar 19, 2026
Full time
Operations Administrator We are recruiting for a confident and proactive administrator to join our clients operation in Castle Donington. Our client based at East Midlands Airport are a leading logistics company and are now looking to add to their team. This role presents the successful Administrator with the ability to forge a long term career in a supportive company and team. In this role you will have to demonstrate 5 years work history in the UK that can be vetted and be willing to undertake a criminal record check due working in the aviation industry Shift Patterns / Working Hours: Monday to Friday 12noon - 8pm The successful candidate will: Have experience in a fast paced Administration or Coordinator role Be able to work confidently on excel and other computer systems Be comfortable talking to customers and have a positive phone manner Able to work the above shift pattern Have a positive and proactive attitude Be willing to undertake a DBS check if one has not been undertaken in past 70 days Be able to provide 5 years worth of work references in the UK Your duties will include: Support the day operations team to ensure administration tasks are complete Input and update data into excel and other CRM systems Ensure all paperwork is filed correctly Update customers and other third parties with ETA's and address any queries. General duties to support the operation as assigned by the line manager You will receive: £14.29 per hour Benefit of working with Pertemps: Weekly pay or monthly pay - you choose Pension Annual leave 24/7 support Mortgage references To apply for the Operations Administrator role, please submit an up to date CV or call us on to discuss the opportunity in more detail.
Senior Employee Benefits Administrator Here at Alexander Lloyd, we are working with an employee benefits consultancy to support their search for a Senior Employee Benefits Administrator to join their team. You will join a collaborative team of Employee Benefits Administrators, providing day-to-day support to both the team and their Employee Benefits Consultants. The Consultants advise clients on a range of employee benefit solutions, including group income protection, group life insurance (death in service), group health insurance (such as private medical, dental, and cash plans), and group defined contribution (DC) pensions. Role & Responsibilities: Obtain quotations from leading UK group pension, risk, and health providers Support Consultants with new business processing and deadlines Provide general administration and respond to ad hoc queries Essential Criteria: Must have prior healthcare & group risk employee benefit administration experience High levels of accuracy and attention detail is key to this role Strong organisational skills This role is remote based with the expectation of attending their Brighton office once per month so if this opportunity is of interest, reach out or apply today. Please quote 52242 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Mar 19, 2026
Full time
Senior Employee Benefits Administrator Here at Alexander Lloyd, we are working with an employee benefits consultancy to support their search for a Senior Employee Benefits Administrator to join their team. You will join a collaborative team of Employee Benefits Administrators, providing day-to-day support to both the team and their Employee Benefits Consultants. The Consultants advise clients on a range of employee benefit solutions, including group income protection, group life insurance (death in service), group health insurance (such as private medical, dental, and cash plans), and group defined contribution (DC) pensions. Role & Responsibilities: Obtain quotations from leading UK group pension, risk, and health providers Support Consultants with new business processing and deadlines Provide general administration and respond to ad hoc queries Essential Criteria: Must have prior healthcare & group risk employee benefit administration experience High levels of accuracy and attention detail is key to this role Strong organisational skills This role is remote based with the expectation of attending their Brighton office once per month so if this opportunity is of interest, reach out or apply today. Please quote 52242 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
EQ Retirement Solutions is transforming the retirement and pensions markets with leading administration and technology solutions. With over 1200 employees globally, 189 years of knowledge and 11 million pension scheme members and policyholders, we are here to help people plan for a confident financial future by delivering innovative, reliable and customer-focused retirement services. Our teams are driven by a shared commitment to excellence, collaboration and making a real impact to the lives of our clients and customers. Role Summary We are looking for an Implementation Consultant to join our team. It is an exciting opportunity to be a part of the team that is not only responsible for the core configuration of the system, but also working closely with the ongoing development of a system called Compendia, this includes contributing to development plans, reviewing enhancement requests, Compendia rollouts and producing prototypes for new functionality. This is a great role for you if you already have experience in implementing pensions software or you are a pensions administrator with a good understanding of UK pensions looking for that next step in your career. Core Duties/Responsibilities The successful candidates will be responsible for the following: Working across all aspects of the Compendia Touch application Liaising with clients (both internal and external) to understand their requirements for the Compendia Touch application Analysing, documenting and estimating client requirements Configuring and testing the Compendia Touch application Enhancing and developing the Touch Model Improving the implementation practices and procedures Working closely with the development team to refine and improve the system. The duties and responsibilities outlined above are to be regarded as broad areas of responsibility and do not necessarily detail all tasks which the post holder may be required to perform. Skills, Knowledge & Experience The successful candidate will demonstrate the following experience, skills and behaviours: Strong experience as an Implementation Consultant. Educated to degree standard preferred but not essential Experience of using Pension Configuration Tools and MS SQL LGPS experience would be advantageous Relevant qualifications in the Pensions & Actuarial Industry desirable (e.g. Pensions Management Institute Certification) Prior experience in the Pensions Industry, either as a Scheme Administrator or Business Analyst experienced in capturing requirements for Pensions IT Projects Demonstrable software development capability Demonstrate commercial awareness & operational efficiencies/income generation in current role What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. Learning & Development - Investment in LinkedIn Learning for all colleagues. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
Mar 19, 2026
Full time
EQ Retirement Solutions is transforming the retirement and pensions markets with leading administration and technology solutions. With over 1200 employees globally, 189 years of knowledge and 11 million pension scheme members and policyholders, we are here to help people plan for a confident financial future by delivering innovative, reliable and customer-focused retirement services. Our teams are driven by a shared commitment to excellence, collaboration and making a real impact to the lives of our clients and customers. Role Summary We are looking for an Implementation Consultant to join our team. It is an exciting opportunity to be a part of the team that is not only responsible for the core configuration of the system, but also working closely with the ongoing development of a system called Compendia, this includes contributing to development plans, reviewing enhancement requests, Compendia rollouts and producing prototypes for new functionality. This is a great role for you if you already have experience in implementing pensions software or you are a pensions administrator with a good understanding of UK pensions looking for that next step in your career. Core Duties/Responsibilities The successful candidates will be responsible for the following: Working across all aspects of the Compendia Touch application Liaising with clients (both internal and external) to understand their requirements for the Compendia Touch application Analysing, documenting and estimating client requirements Configuring and testing the Compendia Touch application Enhancing and developing the Touch Model Improving the implementation practices and procedures Working closely with the development team to refine and improve the system. The duties and responsibilities outlined above are to be regarded as broad areas of responsibility and do not necessarily detail all tasks which the post holder may be required to perform. Skills, Knowledge & Experience The successful candidate will demonstrate the following experience, skills and behaviours: Strong experience as an Implementation Consultant. Educated to degree standard preferred but not essential Experience of using Pension Configuration Tools and MS SQL LGPS experience would be advantageous Relevant qualifications in the Pensions & Actuarial Industry desirable (e.g. Pensions Management Institute Certification) Prior experience in the Pensions Industry, either as a Scheme Administrator or Business Analyst experienced in capturing requirements for Pensions IT Projects Demonstrable software development capability Demonstrate commercial awareness & operational efficiencies/income generation in current role What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. Learning & Development - Investment in LinkedIn Learning for all colleagues. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
SENIOR CHARTERED SURVEYOR SRVO • £Competitive, aligned to experience • Hybrid - London / South East ROLE OVERVIEW This role is for an MRICS qualified Chartered Surveyor ready to operate with senior authority within a growing consultancy. You will lead complex residential and commercial instructions, acting as a trusted adviser while managing technically demanding projects from inception to completion. You will combine professional judgement, commercial awareness and delivery ownership across multiple live projects. You will operate across building pathology, major works, compliance led reporting and strategic advisory work, contributing directly to client relationships and regional growth, with progression toward Associate level. ROLE EXPECTATIONS You will manage your workload independently, leading projects and deploying junior colleagues where appropriate. You will own client relationships, providing clear advice and commercially balanced recommendations. You will support and develop junior surveyors and APC candidates, strengthening technical standards and team capability. WHAT SUCCESS LOOKS LIKE You'll be successful in this role if: You lead multiple live projects while maintaining technical and commercial control Your advice is trusted and influences client decisions You manage risk effectively across contract administration and compliance instructions You strengthen client relationships and identify further opportunities You contribute positively to team development and mentoring HOW YOU'LL SPEND MOST OF YOUR TIME Most weeks, you'll be: Acting as Project Manager and Contract Administrator on refurbishment and major works projects typically ranging from £50k to £3m+ Preparing specifications, tender documentation and administering JCT contracts Providing advice on complex building defects and construction issues Preparing Planned Preventative Maintenance reports and lifecycle cost advice Undertaking reinstatement cost assessments and pre acquisition surveys Completing Building Height Surveys and Building Safety Act related reporting Preparing Schedules of Dilapidations and negotiating claims Acting as Principal Designer including PCI preparation and oversight of H&S documentation Monitoring development works on behalf of landlords, managing agents and funders Mentoring junior surveyors and APC candidates You will work in a hybrid way, balancing home working, site inspections and office collaboration. WHO THIS ROLE IS FOR This role suits someone who: Is MRICS qualified with 2+ years PQE Has strong technical knowledge across construction technology and building pathology Has experience administering projects under JCT contracts Is confident operating autonomously in a hybrid environment Is motivated by progression toward Associate level Holds a full clean UK driving licence and can travel as required EXPERIENCE THAT HELPS Experience across residential and mixed use portfolios Experience acting as Principal Designer under CDM Regulations Experience delivering Building Safety Act surveys and reporting Strong report writing and client communication skills Experience mentoring junior surveyors or APC candidates AutoCAD capability is advantageous WHAT WE OFFER Competitive salary aligned to experience Discretionary bonus Hybrid and flexible working 25 days holiday plus bank holidays Private medical insurance, life assurance and enhanced family leave Fully funded training and professional development Pension scheme and employee assistance programme Employee referral scheme Discounts across travel, retail, fitness and entertainment You'll also benefit from a senior environment where you are trusted to manage your workload professionally, supported by experienced Directors, and given the tools and backing to deliver high-quality work without unnecessary bureaucracy. ABOUT SRVO SRVO is a Chartered Surveying and Property Consultancy delivering building surveying, project and consultancy services across the UK. We work across both commercial and residential sectors and have built a strong reputation through long-standing client relationships, technically robust delivery and a practical approach to problem solving. Our mission is to transform the property landscape with safe and sustainable solutions. As part of the Odevo Group, SRVO combines the agility and expertise of a specialist consultancy with the stability, scale and long-term investment of a wider group. We set our people up to succeed through the right tools, technology and support, alongside clear development pathways and an environment where wellbeing is genuinely prioritised. HOW WE HIRE Initial conversation with our talent team Interview focused on technical experience, judgement and approach We aim to complete the process within two to three weeks and communicate clearly throughout. INTERESTED? Apply with your CV. All applicants must be eligible to live and work in the UK. Documentary evidence of eligibility will be required. A full, clean UK driving licence is essential for this role. Appointment is subject to a valid DBS check and CSCS card or willingness to obtain.
Mar 19, 2026
Full time
SENIOR CHARTERED SURVEYOR SRVO • £Competitive, aligned to experience • Hybrid - London / South East ROLE OVERVIEW This role is for an MRICS qualified Chartered Surveyor ready to operate with senior authority within a growing consultancy. You will lead complex residential and commercial instructions, acting as a trusted adviser while managing technically demanding projects from inception to completion. You will combine professional judgement, commercial awareness and delivery ownership across multiple live projects. You will operate across building pathology, major works, compliance led reporting and strategic advisory work, contributing directly to client relationships and regional growth, with progression toward Associate level. ROLE EXPECTATIONS You will manage your workload independently, leading projects and deploying junior colleagues where appropriate. You will own client relationships, providing clear advice and commercially balanced recommendations. You will support and develop junior surveyors and APC candidates, strengthening technical standards and team capability. WHAT SUCCESS LOOKS LIKE You'll be successful in this role if: You lead multiple live projects while maintaining technical and commercial control Your advice is trusted and influences client decisions You manage risk effectively across contract administration and compliance instructions You strengthen client relationships and identify further opportunities You contribute positively to team development and mentoring HOW YOU'LL SPEND MOST OF YOUR TIME Most weeks, you'll be: Acting as Project Manager and Contract Administrator on refurbishment and major works projects typically ranging from £50k to £3m+ Preparing specifications, tender documentation and administering JCT contracts Providing advice on complex building defects and construction issues Preparing Planned Preventative Maintenance reports and lifecycle cost advice Undertaking reinstatement cost assessments and pre acquisition surveys Completing Building Height Surveys and Building Safety Act related reporting Preparing Schedules of Dilapidations and negotiating claims Acting as Principal Designer including PCI preparation and oversight of H&S documentation Monitoring development works on behalf of landlords, managing agents and funders Mentoring junior surveyors and APC candidates You will work in a hybrid way, balancing home working, site inspections and office collaboration. WHO THIS ROLE IS FOR This role suits someone who: Is MRICS qualified with 2+ years PQE Has strong technical knowledge across construction technology and building pathology Has experience administering projects under JCT contracts Is confident operating autonomously in a hybrid environment Is motivated by progression toward Associate level Holds a full clean UK driving licence and can travel as required EXPERIENCE THAT HELPS Experience across residential and mixed use portfolios Experience acting as Principal Designer under CDM Regulations Experience delivering Building Safety Act surveys and reporting Strong report writing and client communication skills Experience mentoring junior surveyors or APC candidates AutoCAD capability is advantageous WHAT WE OFFER Competitive salary aligned to experience Discretionary bonus Hybrid and flexible working 25 days holiday plus bank holidays Private medical insurance, life assurance and enhanced family leave Fully funded training and professional development Pension scheme and employee assistance programme Employee referral scheme Discounts across travel, retail, fitness and entertainment You'll also benefit from a senior environment where you are trusted to manage your workload professionally, supported by experienced Directors, and given the tools and backing to deliver high-quality work without unnecessary bureaucracy. ABOUT SRVO SRVO is a Chartered Surveying and Property Consultancy delivering building surveying, project and consultancy services across the UK. We work across both commercial and residential sectors and have built a strong reputation through long-standing client relationships, technically robust delivery and a practical approach to problem solving. Our mission is to transform the property landscape with safe and sustainable solutions. As part of the Odevo Group, SRVO combines the agility and expertise of a specialist consultancy with the stability, scale and long-term investment of a wider group. We set our people up to succeed through the right tools, technology and support, alongside clear development pathways and an environment where wellbeing is genuinely prioritised. HOW WE HIRE Initial conversation with our talent team Interview focused on technical experience, judgement and approach We aim to complete the process within two to three weeks and communicate clearly throughout. INTERESTED? Apply with your CV. All applicants must be eligible to live and work in the UK. Documentary evidence of eligibility will be required. A full, clean UK driving licence is essential for this role. Appointment is subject to a valid DBS check and CSCS card or willingness to obtain.
IFA Administrator A great opportunity to join a growing UK financial services business, providing vital support to advisers and clients. This role suits someone organised, proactive, and looking to build a long-term career in financial planning. The Role You will be part of a supportive Client Services team, responsible for delivering high-quality administrative and customer support. Key responsibilities include: Processing new business applications Managing and updating client records Chasing providers and supporting client requests Handling incoming calls and client queries Assisting advisers with trades, meeting preparation, and documentation Ensuring all files and tasks are completed accurately and on time What We're Looking For Strong communication and organisational skills A customer-focused mindset Confidence using technology Ability to prioritise and work as part of a team Experience with financial planning systems is advantageous but not essential. Benefits Up to £30,000 salary + discretionary annual bonus Hybrid working (2-3 days in office) 26 days holiday + bank holidays + your birthday off 5% flexible benefits allowance (extra holiday, medical, dental, life cover etc.) Aegon pension (auto-enrolment) Extra Christmas leave at company discretion Employee Benefit Trust membership (share in future private equity exit) Full exam support - funded exams, materials, study day & salary increases for AF passes 3-month probation 2-month notice period If you feel your experiences align with the above, please apply below
Mar 19, 2026
Full time
IFA Administrator A great opportunity to join a growing UK financial services business, providing vital support to advisers and clients. This role suits someone organised, proactive, and looking to build a long-term career in financial planning. The Role You will be part of a supportive Client Services team, responsible for delivering high-quality administrative and customer support. Key responsibilities include: Processing new business applications Managing and updating client records Chasing providers and supporting client requests Handling incoming calls and client queries Assisting advisers with trades, meeting preparation, and documentation Ensuring all files and tasks are completed accurately and on time What We're Looking For Strong communication and organisational skills A customer-focused mindset Confidence using technology Ability to prioritise and work as part of a team Experience with financial planning systems is advantageous but not essential. Benefits Up to £30,000 salary + discretionary annual bonus Hybrid working (2-3 days in office) 26 days holiday + bank holidays + your birthday off 5% flexible benefits allowance (extra holiday, medical, dental, life cover etc.) Aegon pension (auto-enrolment) Extra Christmas leave at company discretion Employee Benefit Trust membership (share in future private equity exit) Full exam support - funded exams, materials, study day & salary increases for AF passes 3-month probation 2-month notice period If you feel your experiences align with the above, please apply below
IFA Administrator A great opportunity to join a growing UK financial services business, providing vital support to advisers and clients. This role suits someone organised, proactive, and looking to build a long-term career in financial planning. The Role You will be part of a supportive Client Services team, responsible for delivering high-quality administrative and customer support. Key responsibilities include: Processing new business applications Managing and updating client records Chasing providers and supporting client requests Handling incoming calls and client queries Assisting advisers with trades, meeting preparation, and documentation Ensuring all files and tasks are completed accurately and on time What We're Looking For Strong communication and organisational skills A customer-focused mindset Confidence using technology Ability to prioritise and work as part of a team Experience with financial planning systems is advantageous but not essential. Benefits Up to £30,000 salary + discretionary annual bonus Hybrid working (2-3 days in office) 26 days holiday + bank holidays + your birthday off 5% flexible benefits allowance (extra holiday, medical, dental, life cover etc.) Aegon pension (auto-enrolment) Extra Christmas leave at company discretion Employee Benefit Trust membership (share in future private equity exit) Full exam support - funded exams, materials, study day & salary increases for AF passes 3-month probation 2-month notice period If you feel your experiences align with the above, please apply below
Mar 19, 2026
Full time
IFA Administrator A great opportunity to join a growing UK financial services business, providing vital support to advisers and clients. This role suits someone organised, proactive, and looking to build a long-term career in financial planning. The Role You will be part of a supportive Client Services team, responsible for delivering high-quality administrative and customer support. Key responsibilities include: Processing new business applications Managing and updating client records Chasing providers and supporting client requests Handling incoming calls and client queries Assisting advisers with trades, meeting preparation, and documentation Ensuring all files and tasks are completed accurately and on time What We're Looking For Strong communication and organisational skills A customer-focused mindset Confidence using technology Ability to prioritise and work as part of a team Experience with financial planning systems is advantageous but not essential. Benefits Up to £30,000 salary + discretionary annual bonus Hybrid working (2-3 days in office) 26 days holiday + bank holidays + your birthday off 5% flexible benefits allowance (extra holiday, medical, dental, life cover etc.) Aegon pension (auto-enrolment) Extra Christmas leave at company discretion Employee Benefit Trust membership (share in future private equity exit) Full exam support - funded exams, materials, study day & salary increases for AF passes 3-month probation 2-month notice period If you feel your experiences align with the above, please apply below
Are you looking for your first step into the financial services industry? We are currently recruiting for two Document Management Administrators to join our team, one on a permanent basis and one 12-month FTC. This is ideal for an entry level candidate looking to kickstart their career in finance. At Transact, you can expect to be invested in. We want you to be the best you can be and we provide you with the learning and development to achieve this. As a Document Management Administrator you will have the opportunity to learn our business from the inside out - learning about our culture, values and how we provide the award winning customer service we are well known for. As a Document Management Administrator you will be an integral part of the Client Operations department. Within this role you will be exposed to each department in the business, building important relationships internally. Working as part of a team your main tasks will be: Document Management Managing all incoming post by ensuring that documents received are converted electronically using our in house system and forwarded to the correct department Managing all outgoing post by ensuring that documents are sent in the manner requested and that adequate records are kept. Developing internal relationships with key departments to ensure that work flows to relevant areas effectively and efficiently. Accurate and efficient completion of transfer out related paperwork Other tasks Operate the main switchboard, answering calls promptly and professionally. Triage and transfer calls to appropriate departments or individuals, ensuring a high level of customer service. Build effective relationships with team members. Build internal relationships, communicate pro-actively and resolve escalated issues. Please note this role will be predominately based in our London office but there will be opportunity to work remotely up to twice a week, dependent on business resource requirements. To start your career in the financial services industry as part of the Transact team we are looking for individuals with enthusiasm, a real customer focus and a passion for the investments and finance industry. Previous experience working in the financial services industry is not essential but we are looking for candidates with a genuine interest in starting a career in this sector. You must have a minimum of 6 GCSE's to be considered, with a minimum grade C/4 or above in Maths and English In return for your hard work we offer a comprehensive training and induction process, great company culture, a competitive base salary, discretionary company bonus scheme, 25 days annual leave, season ticket loan, BUPA health insurance and sponsorship of key professional qualifications. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
Mar 19, 2026
Full time
Are you looking for your first step into the financial services industry? We are currently recruiting for two Document Management Administrators to join our team, one on a permanent basis and one 12-month FTC. This is ideal for an entry level candidate looking to kickstart their career in finance. At Transact, you can expect to be invested in. We want you to be the best you can be and we provide you with the learning and development to achieve this. As a Document Management Administrator you will have the opportunity to learn our business from the inside out - learning about our culture, values and how we provide the award winning customer service we are well known for. As a Document Management Administrator you will be an integral part of the Client Operations department. Within this role you will be exposed to each department in the business, building important relationships internally. Working as part of a team your main tasks will be: Document Management Managing all incoming post by ensuring that documents received are converted electronically using our in house system and forwarded to the correct department Managing all outgoing post by ensuring that documents are sent in the manner requested and that adequate records are kept. Developing internal relationships with key departments to ensure that work flows to relevant areas effectively and efficiently. Accurate and efficient completion of transfer out related paperwork Other tasks Operate the main switchboard, answering calls promptly and professionally. Triage and transfer calls to appropriate departments or individuals, ensuring a high level of customer service. Build effective relationships with team members. Build internal relationships, communicate pro-actively and resolve escalated issues. Please note this role will be predominately based in our London office but there will be opportunity to work remotely up to twice a week, dependent on business resource requirements. To start your career in the financial services industry as part of the Transact team we are looking for individuals with enthusiasm, a real customer focus and a passion for the investments and finance industry. Previous experience working in the financial services industry is not essential but we are looking for candidates with a genuine interest in starting a career in this sector. You must have a minimum of 6 GCSE's to be considered, with a minimum grade C/4 or above in Maths and English In return for your hard work we offer a comprehensive training and induction process, great company culture, a competitive base salary, discretionary company bonus scheme, 25 days annual leave, season ticket loan, BUPA health insurance and sponsorship of key professional qualifications. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
Titan Pensions & Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. We aim to become our clients' financial planners for the rest of their lives. Titan Pensions & Investments are experts in managing pensions and investments and we look after £850m on behalf of 3,500 clients. As Chartered Financial Planners, we help both individual and corporate clients by providing financial advice and in-house discretionary investment management. We are a growing business, expanding year on year ahead of our peers. We grow organically so we recruit bright, young individuals who are hungry for success. Working at Titan Pensions & Investments is a career choice. This role will provide support to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures. The role is onsite - 5 days a week - out of the Kettering office, 9am to 5pm - Monday to Friday Responsibilities Helping advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans Adding the details of any missing policy information to IO as required Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges Using the standard templates within IO, create and check the client valuation report and upload to IO Produce any 'OneNote packs' requested by the advisers including: Client Charter FE Analytics research on the funds held by the client KID (Key Information Documents) Data capture form from IO Client Valuation Report Producing comparisons between old and new centralised investment propositions Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. If requested, the checking and validation of client income expectations held within the system Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients Produce client letters as required Answering phone calls as they come in via the Main Hunt Group Ensure that the level of service, as agreed with each client, is delivered in a timely manner. To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Create and maintain effective client files. New business processing and application submission. Liaising with product providers as and when necessary, chasing as often as required. Keep up to date with new products, technical or legislative changes within the marketplace Always comply with the Compliance policies Engage with training and development as applicable Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Essential Skills, qualities and Experience required: A minimum 12 month's IFA administration experience, supporting an advisor Previous regulatory or financial industry experience is desirable Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. Problem solving. Knowledge of the advice process True collaborator, takes initiative, curious A desire to learn and develop and step out of comfort zone Essential Qualifications: Good standard of education Maths and English GCSE, grade 5 or above, or equivalent. Titan expected behaviours: Commercial Awareness Innovation Collaboration Team contribution Professionalism Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity- we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme And lots of flexible benefits to choose from! At Titan Wealth, we're Creative, Collaborative, and Committed. We know this isn't an environment for everyone - it's fast-paced, complex, and full of change. But if you're ambitious, client-focused, and excited to help shape one of the UK's top 10 wealth management businesses, this could be the opportunity you've been looking for.
Mar 18, 2026
Full time
Titan Pensions & Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. We aim to become our clients' financial planners for the rest of their lives. Titan Pensions & Investments are experts in managing pensions and investments and we look after £850m on behalf of 3,500 clients. As Chartered Financial Planners, we help both individual and corporate clients by providing financial advice and in-house discretionary investment management. We are a growing business, expanding year on year ahead of our peers. We grow organically so we recruit bright, young individuals who are hungry for success. Working at Titan Pensions & Investments is a career choice. This role will provide support to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures. The role is onsite - 5 days a week - out of the Kettering office, 9am to 5pm - Monday to Friday Responsibilities Helping advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans Adding the details of any missing policy information to IO as required Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges Using the standard templates within IO, create and check the client valuation report and upload to IO Produce any 'OneNote packs' requested by the advisers including: Client Charter FE Analytics research on the funds held by the client KID (Key Information Documents) Data capture form from IO Client Valuation Report Producing comparisons between old and new centralised investment propositions Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. If requested, the checking and validation of client income expectations held within the system Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients Produce client letters as required Answering phone calls as they come in via the Main Hunt Group Ensure that the level of service, as agreed with each client, is delivered in a timely manner. To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Create and maintain effective client files. New business processing and application submission. Liaising with product providers as and when necessary, chasing as often as required. Keep up to date with new products, technical or legislative changes within the marketplace Always comply with the Compliance policies Engage with training and development as applicable Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Essential Skills, qualities and Experience required: A minimum 12 month's IFA administration experience, supporting an advisor Previous regulatory or financial industry experience is desirable Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. Problem solving. Knowledge of the advice process True collaborator, takes initiative, curious A desire to learn and develop and step out of comfort zone Essential Qualifications: Good standard of education Maths and English GCSE, grade 5 or above, or equivalent. Titan expected behaviours: Commercial Awareness Innovation Collaboration Team contribution Professionalism Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity- we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme And lots of flexible benefits to choose from! At Titan Wealth, we're Creative, Collaborative, and Committed. We know this isn't an environment for everyone - it's fast-paced, complex, and full of change. But if you're ambitious, client-focused, and excited to help shape one of the UK's top 10 wealth management businesses, this could be the opportunity you've been looking for.
Job Title: Financial Adviser Location: Marlow, Buckinghamshire (Hybrid - 2 days WFH) Salary: Competitive + Performance Bonus Contract: Full-time, Permanent About the Role: We are seeking an experienced Financial Adviser to join our team, focusing on high-net-worth clients. You will provide expert financial planning advice, including investment, tax, estate, and retirement strategies, while building long-term client relationships. Key Responsibilities: Conduct detailed financial reviews and create tailored plans for clients. Advise on investments, pensions, tax, trusts, and estate planning. Build and maintain strong relationships with HNW clients. Collaborate with other professionals to deliver holistic advice. Supervise and support administrators and paraplanners. Stay up-to-date with market trends, products, and regulations. Requirements: Minimum 5 years' experience as a Financial Adviser managing HNW clients. Diploma in Financial Planning (DipPFS) or equivalent; Chartered status desirable. Strong technical knowledge of UK investment, tax, trust, and pension products. Excellent communication, analytical, and problem-solving skills. Commitment to client-focused advice and confidentiality. Benefits: Competitive salary + performance-based bonuses. Pension, death in service, and cashplan benefits. 25 days annual leave. Flexible working with 2 days WFH. Professional development and career progression opportunities. How to Apply: If you are a technically skilled adviser who thrives managing HNW client relationships, please get in touch with Sam to apply or learn more.
Mar 18, 2026
Full time
Job Title: Financial Adviser Location: Marlow, Buckinghamshire (Hybrid - 2 days WFH) Salary: Competitive + Performance Bonus Contract: Full-time, Permanent About the Role: We are seeking an experienced Financial Adviser to join our team, focusing on high-net-worth clients. You will provide expert financial planning advice, including investment, tax, estate, and retirement strategies, while building long-term client relationships. Key Responsibilities: Conduct detailed financial reviews and create tailored plans for clients. Advise on investments, pensions, tax, trusts, and estate planning. Build and maintain strong relationships with HNW clients. Collaborate with other professionals to deliver holistic advice. Supervise and support administrators and paraplanners. Stay up-to-date with market trends, products, and regulations. Requirements: Minimum 5 years' experience as a Financial Adviser managing HNW clients. Diploma in Financial Planning (DipPFS) or equivalent; Chartered status desirable. Strong technical knowledge of UK investment, tax, trust, and pension products. Excellent communication, analytical, and problem-solving skills. Commitment to client-focused advice and confidentiality. Benefits: Competitive salary + performance-based bonuses. Pension, death in service, and cashplan benefits. 25 days annual leave. Flexible working with 2 days WFH. Professional development and career progression opportunities. How to Apply: If you are a technically skilled adviser who thrives managing HNW client relationships, please get in touch with Sam to apply or learn more.
Job Title: IFA Administrator Industry: Financial Services Location: Durham Salary: £30,000 - £40,000 Job Ref No: 10069 Are you an experienced IFA Administrator with a background in an Independent Financial Adviser (IFA) practice? Recruit UK are working on an excellent opportunity for an IFA Administrator position in Durham to join a leading forward thinking Independent Financial Advice firm. They are looking for an experienced Administrator who will provide high-quality administrative support to Financial Advisers, enabling the delivery of strong client outcomes. The Role: Processing new business (including investments, pensions, mortgages, and life policies) Handling client servicing requests (e.g., switches, rebalances, withdrawals) Managing policy enquiries and client correspondence Providing administrative support: handling calls, managing post, typing documents, and greeting clients Supporting with reception and telephone duties as needed What's in it for you: IFA Administrator - Financial Advice Firm Basic Salary up to £40,000 + Bonuses Excellent Benefits Office based + Flex working Friendly team 28 days holiday plus Bank Holidays includes Christmas Closure Pension Death in Service circa 5 times Generous Study/Training Program Study support towards Level 4 Diploma Skills and experience required: 3 years+ Financial Planning Administration experience Intelligent Office (IO) experience Ideally, Part CII Level 4 Diploma Qualified - Some R0 exams About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a leading Independent Financial Advice firm based in Durham on an IFA Administrator role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Mar 18, 2026
Full time
Job Title: IFA Administrator Industry: Financial Services Location: Durham Salary: £30,000 - £40,000 Job Ref No: 10069 Are you an experienced IFA Administrator with a background in an Independent Financial Adviser (IFA) practice? Recruit UK are working on an excellent opportunity for an IFA Administrator position in Durham to join a leading forward thinking Independent Financial Advice firm. They are looking for an experienced Administrator who will provide high-quality administrative support to Financial Advisers, enabling the delivery of strong client outcomes. The Role: Processing new business (including investments, pensions, mortgages, and life policies) Handling client servicing requests (e.g., switches, rebalances, withdrawals) Managing policy enquiries and client correspondence Providing administrative support: handling calls, managing post, typing documents, and greeting clients Supporting with reception and telephone duties as needed What's in it for you: IFA Administrator - Financial Advice Firm Basic Salary up to £40,000 + Bonuses Excellent Benefits Office based + Flex working Friendly team 28 days holiday plus Bank Holidays includes Christmas Closure Pension Death in Service circa 5 times Generous Study/Training Program Study support towards Level 4 Diploma Skills and experience required: 3 years+ Financial Planning Administration experience Intelligent Office (IO) experience Ideally, Part CII Level 4 Diploma Qualified - Some R0 exams About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a leading Independent Financial Advice firm based in Durham on an IFA Administrator role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Premier Jobs UK Limited
Bradford-on-avon, Wiltshire
This IFA Admin Team Leader job in Bradford-on-Avon is available within a well established financial planning firm You will be joining a strong team who provide holistic financial planning to HNW and UHNW clients. The business requires an IFA Admin Team Leader to manage and lead their small team of support staff. The business is due to embark upon their next chapter of growth and are looking for growth minded individuals who can redesign and implement effective new processes to enable efficiencies whilst delivering a boutique level of service to clients. This will also entail managing, developing and recruiting their support team to be capable of delivering fantastic support to their IFAs. You will be overseeing their team of circa 4 - 6 team members. At times, you may be required to step in and assist with actioning administrative duties. IFA Admin Team Leader Requirements You should have experience of leading a team You should have previous experience as an IFA Administrator You should have desire to be part of a growing team and take an active role in delivering growth for the business You should have experience of designing processes and thinking critically IFA Admin Team Leader Benefits Salary of up to £45,000 depending on experience Plus company benefits Mainly office based role with potential for 1 - 2 days from home Fantastic opportunity to play a key role within a well-established, growing team Locations Bradford-on-Avon Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Mar 18, 2026
Full time
This IFA Admin Team Leader job in Bradford-on-Avon is available within a well established financial planning firm You will be joining a strong team who provide holistic financial planning to HNW and UHNW clients. The business requires an IFA Admin Team Leader to manage and lead their small team of support staff. The business is due to embark upon their next chapter of growth and are looking for growth minded individuals who can redesign and implement effective new processes to enable efficiencies whilst delivering a boutique level of service to clients. This will also entail managing, developing and recruiting their support team to be capable of delivering fantastic support to their IFAs. You will be overseeing their team of circa 4 - 6 team members. At times, you may be required to step in and assist with actioning administrative duties. IFA Admin Team Leader Requirements You should have experience of leading a team You should have previous experience as an IFA Administrator You should have desire to be part of a growing team and take an active role in delivering growth for the business You should have experience of designing processes and thinking critically IFA Admin Team Leader Benefits Salary of up to £45,000 depending on experience Plus company benefits Mainly office based role with potential for 1 - 2 days from home Fantastic opportunity to play a key role within a well-established, growing team Locations Bradford-on-Avon Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
We welcome all applications. Please note, this is NOT a remote role. While it is home-based, you must be within a realistic commuting distance of Carnforth, Lancaster and Morecambe. If you cannot attend these locations when required, please do not apply. TITLE: PROPERTY ADMINISTRATOR - PART TIME JOB TYPE: Part-time (flexible) around 2 days a week, plus getting busy in the summer season. Car essential. LOCATION: Working from home with occasional travel around Carnforth, Lancaster & Morecambe area's + (Manchester very occasionally) mileage allowance will be paid. HOURLY RATE: £15.00 per hour - will be based on experience & ability & will include incentive bonuses for gaining Social media bookings; a review will be given after your first 3 months. REPORTING TO: Director Our client is an established business; they are a small, family-run property business managing a portfolio of holiday lets, lodges, and long-term rental properties. They pride themselves on offering a personal, high-quality service to our guests, tenants, and landlords. They are looking for a reliable, organised, and friendly Property Administrator to join the team and become an integral part of a growing business. What they offer: A supportive and friendly working environment Opportunity to grow with the business Varied and rewarding role Rates depend on experience 3-monthly review to discuss salary and performance Job Description: This is a varied, hands-on position where no two days are the same. You will support the day-to-day running of the properties, managing bookings, assisting tenants and guests, coordinating maintenance, and promoting their holiday lets and lodges online. As a small business, they value team members who are proactive, flexible, and happy to roll up their sleeves when needed. Key Responsibilities Holiday Lets & Lodges Manage bookings via platforms Respond promptly and professionally to guest enquiries and reviews Update availability calendars and pricing via Excel & booking platforms Coordinate cleaning, laundry, and maintenance between guest stays Collating monthly cleaning hours to cover the cleaning cost to housekeepers Ensure properties are guest-ready and maintained to a high standard Long-Term Lets Assist with tenant onboarding and documentation Prepare tenancy agreements and renewals as and when required Monitor rent payments and support with arrears follow-up Coordinate maintenance requests and contractor appointments General Administration Maintain accurate property and compliance records Organise safety certificates (Gas Safety, EPC, EICR, etc.) Process invoices and support basic bookkeeping tasks Liaise with landlords, tenants, contractors, and suppliers Ensure Health & Safety records are up to date Social Media & Marketing Create and post engaging content for holiday lets and lodges Promote seasonal availability and special offers Respond to social media enquiries Assist in keeping property listings on platforms - updated and optimised, including pricing. Take photos and short videos of properties where needed PERSON SPECIFICATION: Essential: Strong organisational skills and attention to detail Experience with 'lettings management would be ideal but not essential Excellent written and verbal communication Confident using social media platforms Comfortable managing online booking systems Ability to work independently and use initiative Confident with emails, word and Excel Car essential as cleaning spot checks required & emergency call outs Ability to work on own initiative and provide speedy responses Desirable Not Essential: Experience in property, lettings, or hospitality Familiarity with online booking systems Basic marketing knowledge Knowledge of UK lettings regulations Personal Qualities Friendly and approachable Trustworthy and dependable Flexible and willing to help where needed Calm under pressure A positive "can-do" attitude If you are looking to contribute to a growing company and have a passion for delivering high-quality administrative support, we encourage you to apply for this rewarding position.
Mar 18, 2026
Full time
We welcome all applications. Please note, this is NOT a remote role. While it is home-based, you must be within a realistic commuting distance of Carnforth, Lancaster and Morecambe. If you cannot attend these locations when required, please do not apply. TITLE: PROPERTY ADMINISTRATOR - PART TIME JOB TYPE: Part-time (flexible) around 2 days a week, plus getting busy in the summer season. Car essential. LOCATION: Working from home with occasional travel around Carnforth, Lancaster & Morecambe area's + (Manchester very occasionally) mileage allowance will be paid. HOURLY RATE: £15.00 per hour - will be based on experience & ability & will include incentive bonuses for gaining Social media bookings; a review will be given after your first 3 months. REPORTING TO: Director Our client is an established business; they are a small, family-run property business managing a portfolio of holiday lets, lodges, and long-term rental properties. They pride themselves on offering a personal, high-quality service to our guests, tenants, and landlords. They are looking for a reliable, organised, and friendly Property Administrator to join the team and become an integral part of a growing business. What they offer: A supportive and friendly working environment Opportunity to grow with the business Varied and rewarding role Rates depend on experience 3-monthly review to discuss salary and performance Job Description: This is a varied, hands-on position where no two days are the same. You will support the day-to-day running of the properties, managing bookings, assisting tenants and guests, coordinating maintenance, and promoting their holiday lets and lodges online. As a small business, they value team members who are proactive, flexible, and happy to roll up their sleeves when needed. Key Responsibilities Holiday Lets & Lodges Manage bookings via platforms Respond promptly and professionally to guest enquiries and reviews Update availability calendars and pricing via Excel & booking platforms Coordinate cleaning, laundry, and maintenance between guest stays Collating monthly cleaning hours to cover the cleaning cost to housekeepers Ensure properties are guest-ready and maintained to a high standard Long-Term Lets Assist with tenant onboarding and documentation Prepare tenancy agreements and renewals as and when required Monitor rent payments and support with arrears follow-up Coordinate maintenance requests and contractor appointments General Administration Maintain accurate property and compliance records Organise safety certificates (Gas Safety, EPC, EICR, etc.) Process invoices and support basic bookkeeping tasks Liaise with landlords, tenants, contractors, and suppliers Ensure Health & Safety records are up to date Social Media & Marketing Create and post engaging content for holiday lets and lodges Promote seasonal availability and special offers Respond to social media enquiries Assist in keeping property listings on platforms - updated and optimised, including pricing. Take photos and short videos of properties where needed PERSON SPECIFICATION: Essential: Strong organisational skills and attention to detail Experience with 'lettings management would be ideal but not essential Excellent written and verbal communication Confident using social media platforms Comfortable managing online booking systems Ability to work independently and use initiative Confident with emails, word and Excel Car essential as cleaning spot checks required & emergency call outs Ability to work on own initiative and provide speedy responses Desirable Not Essential: Experience in property, lettings, or hospitality Familiarity with online booking systems Basic marketing knowledge Knowledge of UK lettings regulations Personal Qualities Friendly and approachable Trustworthy and dependable Flexible and willing to help where needed Calm under pressure A positive "can-do" attitude If you are looking to contribute to a growing company and have a passion for delivering high-quality administrative support, we encourage you to apply for this rewarding position.
Get Recruited (UK) Ltd
Newton-le-willows, Merseyside
Financial Administrator (Technical Administrator) Location: St Helens Sector: FCA-Regulated Financial Services Full-time Permanent A well-established and highly respected financial planning firm is seeking an experienced Financial/Technical Administrator to support advisers in delivering high-quality ongoing and new business administrative support.This is an excellent opportunity for a technically strong administrator who enjoys managing cases end-to-end, thrives in a structured regulatory environment, and takes pride in delivering accurate, compliant work. The Role You will play a key role in supporting advisers by: Managing ongoing advice cases from start to completion Preparing and issuing compliant advice documentation within agreed service standards Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts) Supporting fund switches, top-ups, new business submissions and annual reviews Completing projections and technical calculations to assist adviser recommendations Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases Tracking pipeline business and ensuring smooth workflow management Maintaining accurate, compliant client records in line with FCA requirements You will work closely with advisers, paraplanners and fellow administrators to ensure seamless client service and continuity. About You We're looking for someone who has: Experience within FCA-regulated financial services (Desirable) Strong technical understanding of ongoing advice and regulated documentation High attention to detail and excellent organisational skills The ability to manage multiple cases and deadlines efficiently Confidence in producing detailed, accurate written documentation A proactive and collaborative approach What's on Offer A supportive and professional team environment Clear processes and structured workflows Opportunities for ongoing development and accreditation A stable, growing business with strong compliance standards Hybrid working arrangements If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you. Apply confidentially today to learn more. By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.
Mar 18, 2026
Full time
Financial Administrator (Technical Administrator) Location: St Helens Sector: FCA-Regulated Financial Services Full-time Permanent A well-established and highly respected financial planning firm is seeking an experienced Financial/Technical Administrator to support advisers in delivering high-quality ongoing and new business administrative support.This is an excellent opportunity for a technically strong administrator who enjoys managing cases end-to-end, thrives in a structured regulatory environment, and takes pride in delivering accurate, compliant work. The Role You will play a key role in supporting advisers by: Managing ongoing advice cases from start to completion Preparing and issuing compliant advice documentation within agreed service standards Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts) Supporting fund switches, top-ups, new business submissions and annual reviews Completing projections and technical calculations to assist adviser recommendations Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases Tracking pipeline business and ensuring smooth workflow management Maintaining accurate, compliant client records in line with FCA requirements You will work closely with advisers, paraplanners and fellow administrators to ensure seamless client service and continuity. About You We're looking for someone who has: Experience within FCA-regulated financial services (Desirable) Strong technical understanding of ongoing advice and regulated documentation High attention to detail and excellent organisational skills The ability to manage multiple cases and deadlines efficiently Confidence in producing detailed, accurate written documentation A proactive and collaborative approach What's on Offer A supportive and professional team environment Clear processes and structured workflows Opportunities for ongoing development and accreditation A stable, growing business with strong compliance standards Hybrid working arrangements If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you. Apply confidentially today to learn more. By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.
This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties. Duties will include: preparing for client meetings, ensuring data is accurate, ensuring reports, forms and review documentation are fully completed and liaising with providers. Plus, you will be liaising across departments to identify and rectify any gaps or inconsistencies, making sure the Financial Advisers and Paraplanners have the information to carry out their responsibilities effectively. To be successful in this role, you will need: Attention to detail Proactive communication Commitment to getting it right first time IFA Client Services Associate Requirements You should have experience as an Administrator within a financial services Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates You should have experience and enjoy the process of preparing client meeting packs Experience using IO, Curo, Cashcalc or Dynamic Planner would be beneficial The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Client Services Associate Benefits Salary of £26,000 - £32,000 Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days Hybrid working after being signed off as competent (typically in line with probation sign off) 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Talbot Green Swanley St Helens Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Mar 18, 2026
Full time
This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties. Duties will include: preparing for client meetings, ensuring data is accurate, ensuring reports, forms and review documentation are fully completed and liaising with providers. Plus, you will be liaising across departments to identify and rectify any gaps or inconsistencies, making sure the Financial Advisers and Paraplanners have the information to carry out their responsibilities effectively. To be successful in this role, you will need: Attention to detail Proactive communication Commitment to getting it right first time IFA Client Services Associate Requirements You should have experience as an Administrator within a financial services Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates You should have experience and enjoy the process of preparing client meeting packs Experience using IO, Curo, Cashcalc or Dynamic Planner would be beneficial The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Client Services Associate Benefits Salary of £26,000 - £32,000 Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days Hybrid working after being signed off as competent (typically in line with probation sign off) 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Talbot Green Swanley St Helens Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Administrator required in Newport to support a new manufacturing facility with 45 staff, part of a growing global group. £28K salary, 25 days holiday (+ banks hols), pension, other benefits. Mon Thurs 8:00am-4:30pm, Friday 7:00am-1:00pm. We are looking for an experienced Administrator to support the daily operations with responsibilities that may include answering the phone, keeping track of inventory, maintaining financial and client records, handling HR duties and documentation and providing administrative support as needed. This high level Administrator should be very well organised and thrive under pressure. Our client is a world leading manufacturer of B2B and B2C products with c700 employees across multiple sites in the UK, Europe and the US. With leading brands, innovative products, and a global footprint, they are committed to delivering sustainable solutions that protect public health and work in harmony with nature. Administrator - Key Responsibilities Act as first point of contact: answering calls and responding to enquiries Maintain and update company databases, records, and documentation Manage office administration including inventory, supplies, meetings, travel, and events Provide administrative support across Finance, Operations, and HR Draft and issue correspondence to suppliers, customers, and employees Support recruitment activities: applications, shortlisting, interviews, offers, contracts, and referencing Coordinate onboarding, inductions, and employee training Maintain HR documentation and respond to day to day HR queries in line with company policies Support ad hoc projects and other duties as required Essential Qualifications & Experience 2+ years' experience in an administrative or similar role Strong IT skills, including Microsoft Office (Excel, Word) and report creation Excellent written and verbal communication skills Highly organised, detail oriented, and able to manage multiple priorities Able to work independently with minimal supervision and meet deadlines Collaborative team player with a flexible, proactive approach Desirable Qualification in Business Administration or related field Experience in HR administration CIPD membership or HR related training This is a great opportunity to become a pivotal member of the manufacturing site. Please apply or contact Tim Hill at Technical Placements for an informal chat about the role.
Mar 18, 2026
Full time
Administrator required in Newport to support a new manufacturing facility with 45 staff, part of a growing global group. £28K salary, 25 days holiday (+ banks hols), pension, other benefits. Mon Thurs 8:00am-4:30pm, Friday 7:00am-1:00pm. We are looking for an experienced Administrator to support the daily operations with responsibilities that may include answering the phone, keeping track of inventory, maintaining financial and client records, handling HR duties and documentation and providing administrative support as needed. This high level Administrator should be very well organised and thrive under pressure. Our client is a world leading manufacturer of B2B and B2C products with c700 employees across multiple sites in the UK, Europe and the US. With leading brands, innovative products, and a global footprint, they are committed to delivering sustainable solutions that protect public health and work in harmony with nature. Administrator - Key Responsibilities Act as first point of contact: answering calls and responding to enquiries Maintain and update company databases, records, and documentation Manage office administration including inventory, supplies, meetings, travel, and events Provide administrative support across Finance, Operations, and HR Draft and issue correspondence to suppliers, customers, and employees Support recruitment activities: applications, shortlisting, interviews, offers, contracts, and referencing Coordinate onboarding, inductions, and employee training Maintain HR documentation and respond to day to day HR queries in line with company policies Support ad hoc projects and other duties as required Essential Qualifications & Experience 2+ years' experience in an administrative or similar role Strong IT skills, including Microsoft Office (Excel, Word) and report creation Excellent written and verbal communication skills Highly organised, detail oriented, and able to manage multiple priorities Able to work independently with minimal supervision and meet deadlines Collaborative team player with a flexible, proactive approach Desirable Qualification in Business Administration or related field Experience in HR administration CIPD membership or HR related training This is a great opportunity to become a pivotal member of the manufacturing site. Please apply or contact Tim Hill at Technical Placements for an informal chat about the role.
Job Title: Digital Assistant Project Manager / Junior Project Manager Location: Birmingham Salary: 25,000 - 32,000 Per annum Position: Permanent, Full-Time Job Summary: Trading for over a decade, we are a well-established mobile and web app development agency based in Birmingham's Jewellery Quarter, delivering innovative technology solutions across a range of industry sectors. Depending on your experience, you will join us as either an Assistant Project Manager or a Junior Project Manager within our Project Team. As an Assistant Project Manager, you will support the delivery of projects through coordination, documentation, system updates, and customer communication, while developing the skills required to manage projects independently. You may lead very small, low-risk projects with guidance. As a Junior Project Manager, you will independently manage small projects and take responsibility for delivering small to medium-sized projects - leading client communication, monitoring scope, timelines, and budgets, and proactively identifying and managing risks. Job Role: This role is a great opportunity for you to get experience working in a tech business and gain exposure to many of the coordination tasks required to deliver successful app projects on time and on budget. Based in Birmingham's up-and-coming Jewellery Quarter, the Company specialises in making mobile and web apps for small and medium-sized businesses and is looking for a Digital Project Administrator or Junior Project Manager (depending on experience) to join the Team. You will report into and support the Programme Manager with administrative tasks associated with running projects, communicating with customers, and other general business activities. In addition to this, the Junior Project Manager role will manage small to medium projects with support and guidance. The Company has a culture of learning and understands that you may not have worked within an app development company before and is therefore looking for evidence of transferrable skills that demonstrate you will work well with the team and be capable of carrying out your roles and responsibilities. Deliverables and Responsibilities: Support project delivery by liaising with customers via email and telephone, providing updates and ensuring clear communication. Coordinate and maintain systems, ensuring issues, tasks, and client requests are accurately logged and progressed in a timely manner. Attend internal and external meetings, documenting clear notes, actions, and outcomes. Test the delivery of web and mobile applications from an end-user perspective and ensure client feedback is accurately captured and tracked. Liaise with external suppliers, to coordinate outputs and ensure alignment with project requirements and timelines. Contribute to the creation and maintenance of project documentation, including describing features from wireframes and updating specifications. As an Assistant Project Manager, support the delivery of projects by monitoring progress, identifying risks, and escalating concerns appropriately. As a Junior Project Manager, independently manage small to medium projects from initiation to delivery, ensuring agreed scope, timelines, and communication standards are met. About you: To perform this role well, we believe that someone should be able to demonstrate comfortably: A strong willingness and ability to learn on the job, quickly picking up new skills using available resources and team support. The ability to understand customer requirements, needs, and motivations, and respond in a professional and empathetic manner. Proactive thinking and a problem-solving mindset, with the ability to analyse situations logically. Strong organisational skills, with the ability to prioritise work effectively across multiple projects and deadlines. Clear and professional verbal and written communication skills, including the ability to reason and explain information confidently. A customer-focused approach, delivering high standards of service while remaining fair and balanced. Competence using common productivity tools, including Microsoft Word and Excel (with basic formula knowledge). The company is looking for a demonstrable tech enthusiast. Prior industry experience, University degree, or other relevant further education is desirable, however, is not a firm requirement if you can demonstrate you are tech minded via other means. The job title/pay offered will be proportional to skills, capability, and aptitude. Additional Information: The job title and salary offered will be dependent on the candidate's experience and demonstrated capability. Applicants must have the right to work in the UK. We are unable to offer visa sponsorship for this role. Please click the APPLY button to send your CV and Cover Letter for this role. Candidates with experience of the following may also be suitable to apply for this role; Project Administrator, General Admin Assistant, Lead Assistant, Lead Enquiries Assistant, App Project Administrator, App Project Assistant, Project Manager, Project Management, Web Project Administrator, Web Project Assistant, Account Manager, Digital Account Manager, Project Support Analyst, Assistant Project Manager, Junior Project Assistant.
Mar 18, 2026
Full time
Job Title: Digital Assistant Project Manager / Junior Project Manager Location: Birmingham Salary: 25,000 - 32,000 Per annum Position: Permanent, Full-Time Job Summary: Trading for over a decade, we are a well-established mobile and web app development agency based in Birmingham's Jewellery Quarter, delivering innovative technology solutions across a range of industry sectors. Depending on your experience, you will join us as either an Assistant Project Manager or a Junior Project Manager within our Project Team. As an Assistant Project Manager, you will support the delivery of projects through coordination, documentation, system updates, and customer communication, while developing the skills required to manage projects independently. You may lead very small, low-risk projects with guidance. As a Junior Project Manager, you will independently manage small projects and take responsibility for delivering small to medium-sized projects - leading client communication, monitoring scope, timelines, and budgets, and proactively identifying and managing risks. Job Role: This role is a great opportunity for you to get experience working in a tech business and gain exposure to many of the coordination tasks required to deliver successful app projects on time and on budget. Based in Birmingham's up-and-coming Jewellery Quarter, the Company specialises in making mobile and web apps for small and medium-sized businesses and is looking for a Digital Project Administrator or Junior Project Manager (depending on experience) to join the Team. You will report into and support the Programme Manager with administrative tasks associated with running projects, communicating with customers, and other general business activities. In addition to this, the Junior Project Manager role will manage small to medium projects with support and guidance. The Company has a culture of learning and understands that you may not have worked within an app development company before and is therefore looking for evidence of transferrable skills that demonstrate you will work well with the team and be capable of carrying out your roles and responsibilities. Deliverables and Responsibilities: Support project delivery by liaising with customers via email and telephone, providing updates and ensuring clear communication. Coordinate and maintain systems, ensuring issues, tasks, and client requests are accurately logged and progressed in a timely manner. Attend internal and external meetings, documenting clear notes, actions, and outcomes. Test the delivery of web and mobile applications from an end-user perspective and ensure client feedback is accurately captured and tracked. Liaise with external suppliers, to coordinate outputs and ensure alignment with project requirements and timelines. Contribute to the creation and maintenance of project documentation, including describing features from wireframes and updating specifications. As an Assistant Project Manager, support the delivery of projects by monitoring progress, identifying risks, and escalating concerns appropriately. As a Junior Project Manager, independently manage small to medium projects from initiation to delivery, ensuring agreed scope, timelines, and communication standards are met. About you: To perform this role well, we believe that someone should be able to demonstrate comfortably: A strong willingness and ability to learn on the job, quickly picking up new skills using available resources and team support. The ability to understand customer requirements, needs, and motivations, and respond in a professional and empathetic manner. Proactive thinking and a problem-solving mindset, with the ability to analyse situations logically. Strong organisational skills, with the ability to prioritise work effectively across multiple projects and deadlines. Clear and professional verbal and written communication skills, including the ability to reason and explain information confidently. A customer-focused approach, delivering high standards of service while remaining fair and balanced. Competence using common productivity tools, including Microsoft Word and Excel (with basic formula knowledge). The company is looking for a demonstrable tech enthusiast. Prior industry experience, University degree, or other relevant further education is desirable, however, is not a firm requirement if you can demonstrate you are tech minded via other means. The job title/pay offered will be proportional to skills, capability, and aptitude. Additional Information: The job title and salary offered will be dependent on the candidate's experience and demonstrated capability. Applicants must have the right to work in the UK. We are unable to offer visa sponsorship for this role. Please click the APPLY button to send your CV and Cover Letter for this role. Candidates with experience of the following may also be suitable to apply for this role; Project Administrator, General Admin Assistant, Lead Assistant, Lead Enquiries Assistant, App Project Administrator, App Project Assistant, Project Manager, Project Management, Web Project Administrator, Web Project Assistant, Account Manager, Digital Account Manager, Project Support Analyst, Assistant Project Manager, Junior Project Assistant.
