Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Droitwich offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Mar 18, 2026
Full time
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Droitwich offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Gloucester offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Mar 18, 2026
Full time
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Gloucester offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
A brand-new role reporting to the Operations Manager of an international Financial Services business. Were looking for an adaptable, enthusiastic and resilient administrator to provide varied operational support to a busy team and play a key part in shaping the success of the business. This fast-paced business is keen to offer training and would like to find a candidate with some existing operati click apply for full job details
Mar 18, 2026
Full time
A brand-new role reporting to the Operations Manager of an international Financial Services business. Were looking for an adaptable, enthusiastic and resilient administrator to provide varied operational support to a busy team and play a key part in shaping the success of the business. This fast-paced business is keen to offer training and would like to find a candidate with some existing operati click apply for full job details
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Derby offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Mar 18, 2026
Full time
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Derby offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Mortgage Case Handler - 12-month FTC Location: Worthing Salary: £26k - £28k DOE + company benefits Hours: Mon-Fri 9am - 5pm (Office based) Are you aspiring to become a Mortgage Broker but currently working within Mortgage Administration or case handling? Are you CeMAP 1+ qualified and looking for a clear progression pathway into an advisory role? An excellent opportunity has arisen to join a small, friendly and well-established brokerage based in Worthing. This role will initially be offered on a 12-month maternity fixed-term contract , with a clear and supported pathway to transition into a permanent Mortgage Broker position upon completion of the contract. Full support will be provided to help you achieve your remaining qualifications and work towards obtaining CAS status , making this an ideal opportunity for someone ambitious and career-focused. The Role You will play a pivotal role in supporting Mortgage Advisers and managing the full lifecycle of mortgage applications within a busy, FCA-regulated environment. Key Responsibilities: Liaising with clients, lenders, solicitors and introducers via phone and email Managing a caseload of new business mortgage applications through to completion Chasing outstanding documentation from clients and lenders Uploading and processing applications via lender portals Accurately maintaining and updating CRM systems Completing case checks to ensure compliance standards are met Adhering to FCA compliance and regulatory requirements Working within lender panel criteria to ensure suitable products are recommended Building and maintaining strong professional relationships Ensuring applications are processed efficiently and within agreed deadlines Keeping clients fully informed throughout the mortgage journey About You Experience within a Mortgage Administrator or Paraplanner role Strong understanding of mortgage processing and FCA compliance Excellent organisational skills with high attention to detail Confident communicator with strong client service skills Able to manage multiple cases within a fast-paced environment CeMAP qualified (or actively working towards qualification) Candidates holding CeMAP 1+ will be considered, with structured support available to complete the full qualification as part of the progression plan. This is a genuine career development opportunity within a supportive and forward-thinking brokerage. If you would like to learn more about this exciting opportunity, please apply today - I would be delighted to speak with you.
Mar 18, 2026
Contractor
Mortgage Case Handler - 12-month FTC Location: Worthing Salary: £26k - £28k DOE + company benefits Hours: Mon-Fri 9am - 5pm (Office based) Are you aspiring to become a Mortgage Broker but currently working within Mortgage Administration or case handling? Are you CeMAP 1+ qualified and looking for a clear progression pathway into an advisory role? An excellent opportunity has arisen to join a small, friendly and well-established brokerage based in Worthing. This role will initially be offered on a 12-month maternity fixed-term contract , with a clear and supported pathway to transition into a permanent Mortgage Broker position upon completion of the contract. Full support will be provided to help you achieve your remaining qualifications and work towards obtaining CAS status , making this an ideal opportunity for someone ambitious and career-focused. The Role You will play a pivotal role in supporting Mortgage Advisers and managing the full lifecycle of mortgage applications within a busy, FCA-regulated environment. Key Responsibilities: Liaising with clients, lenders, solicitors and introducers via phone and email Managing a caseload of new business mortgage applications through to completion Chasing outstanding documentation from clients and lenders Uploading and processing applications via lender portals Accurately maintaining and updating CRM systems Completing case checks to ensure compliance standards are met Adhering to FCA compliance and regulatory requirements Working within lender panel criteria to ensure suitable products are recommended Building and maintaining strong professional relationships Ensuring applications are processed efficiently and within agreed deadlines Keeping clients fully informed throughout the mortgage journey About You Experience within a Mortgage Administrator or Paraplanner role Strong understanding of mortgage processing and FCA compliance Excellent organisational skills with high attention to detail Confident communicator with strong client service skills Able to manage multiple cases within a fast-paced environment CeMAP qualified (or actively working towards qualification) Candidates holding CeMAP 1+ will be considered, with structured support available to complete the full qualification as part of the progression plan. This is a genuine career development opportunity within a supportive and forward-thinking brokerage. If you would like to learn more about this exciting opportunity, please apply today - I would be delighted to speak with you.
HR Administrator Full-time & office based 12-month FTC We are looking for a highly organised and proactive HR Administrator to support our clients HR team with all aspects of employee administration. This role is ideal for someone who enjoys a varied workload, thrives in a fast-paced environment, and has a strong eye for detail. Key Responsibilities Manage job adverts, applications, interview coordination, and recruitment admin. Prepare offer letters, contracts, induction packs, and complete all onboarding checks. Support the leavers process, including paperwork, system updates, and equipment returns. Maintain accurate employee records and update HR systems. Assist with timesheet processing, reporting and general HR compliance tasks. Provide note-taking support for formal meetings. Help coordinate HR events, communications, and newsletters. Support with training administration, mandatory checks, and data reporting. Provide general administrative support to the HR team and managers. Skills & Experience Essential: Strong administrative background with excellent organisation and time-management skills. Confident user of Microsoft Office (Word, Excel, PowerPoint). High accuracy, attention to detail, and ability to handle confidential information. Clear communication skills and ability to build positive working relationships. Desirable: CIPD Level 3 or working toward it. Experience in HR or recruitment administration. Knowledge of HR systems and employment processes. What We're Looking For A proactive, adaptable team player. Someone who can manage multiple tasks and prioritise effectively. A personable and professional communicator. Someone who brings initiative, reliability, and genuine interest in HR. If you are interested in this role, please apply with your up-to-date CV.
Mar 18, 2026
Contractor
HR Administrator Full-time & office based 12-month FTC We are looking for a highly organised and proactive HR Administrator to support our clients HR team with all aspects of employee administration. This role is ideal for someone who enjoys a varied workload, thrives in a fast-paced environment, and has a strong eye for detail. Key Responsibilities Manage job adverts, applications, interview coordination, and recruitment admin. Prepare offer letters, contracts, induction packs, and complete all onboarding checks. Support the leavers process, including paperwork, system updates, and equipment returns. Maintain accurate employee records and update HR systems. Assist with timesheet processing, reporting and general HR compliance tasks. Provide note-taking support for formal meetings. Help coordinate HR events, communications, and newsletters. Support with training administration, mandatory checks, and data reporting. Provide general administrative support to the HR team and managers. Skills & Experience Essential: Strong administrative background with excellent organisation and time-management skills. Confident user of Microsoft Office (Word, Excel, PowerPoint). High accuracy, attention to detail, and ability to handle confidential information. Clear communication skills and ability to build positive working relationships. Desirable: CIPD Level 3 or working toward it. Experience in HR or recruitment administration. Knowledge of HR systems and employment processes. What We're Looking For A proactive, adaptable team player. Someone who can manage multiple tasks and prioritise effectively. A personable and professional communicator. Someone who brings initiative, reliability, and genuine interest in HR. If you are interested in this role, please apply with your up-to-date CV.
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Braintree offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Mar 18, 2026
Full time
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Braintree offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional East Molesey office one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Mar 18, 2026
Full time
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional East Molesey office one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Technical Administrator - Growing Wealth Management Firm A dynamic and expanding Wealth Management firm is looking to hire a Technical Administrator to support their team of financial advisers. This is an excellent opportunity for someone organised, proactive, and looking to develop their career in financial services. Salary & Benefits: £20,000 - £35,000 per annum (dependent on experience) Additional benefits including pension, training and development, and supportive team culture Key Responsibilities: Prepare suitability reports, illustrations, and other technical documentation for advisers Process new business and follow-up documentation with providers Conduct compliance and regulatory checks to ensure all client work meets FCA standards Maintain accurate client records, including updates in CRM and advisory systems Support paraplanners and advisers with research and data collation Liaise with providers, clients, and internal teams to resolve queries efficiently Assist with ongoing client reviews and account maintenance Contribute to process improvements and support operational efficiency About You: Experience working in a technical or paraplanning support role within financial services or wealth management Knowledge of financial products, pensions, investments, and protection policies Strong attention to detail and organisational skills Ability to manage multiple tasks and deadlines in a fast-paced environment Excellent written and verbal communication skills Proactive and solutions-focused mindset This role offers the chance to work within a forward-thinking firm and play a key part in delivering excellent client service.
Mar 18, 2026
Full time
Technical Administrator - Growing Wealth Management Firm A dynamic and expanding Wealth Management firm is looking to hire a Technical Administrator to support their team of financial advisers. This is an excellent opportunity for someone organised, proactive, and looking to develop their career in financial services. Salary & Benefits: £20,000 - £35,000 per annum (dependent on experience) Additional benefits including pension, training and development, and supportive team culture Key Responsibilities: Prepare suitability reports, illustrations, and other technical documentation for advisers Process new business and follow-up documentation with providers Conduct compliance and regulatory checks to ensure all client work meets FCA standards Maintain accurate client records, including updates in CRM and advisory systems Support paraplanners and advisers with research and data collation Liaise with providers, clients, and internal teams to resolve queries efficiently Assist with ongoing client reviews and account maintenance Contribute to process improvements and support operational efficiency About You: Experience working in a technical or paraplanning support role within financial services or wealth management Knowledge of financial products, pensions, investments, and protection policies Strong attention to detail and organisational skills Ability to manage multiple tasks and deadlines in a fast-paced environment Excellent written and verbal communication skills Proactive and solutions-focused mindset This role offers the chance to work within a forward-thinking firm and play a key part in delivering excellent client service.
Location: Coltishall, Norfolk Salary: up to £30,000 (depending on experience & qualifications) Hours: Monday to Friday, 9:00am - 5:00pm (37.5 hours per week) Flexible working available after completion of initial training The Opportunity This is a fantastic opportunity for an experienced Financial Services Administrator to join a well-established and growing financial planning firm. Due to continued success, the business is expanding its Client Services Team and is looking for someone with strong administrative experience within financial services to play a key support role. The Role You will be responsible for the day-to-day administration of the business, supporting advisers and ensuring service level agreements and key performance indicators are consistently met. Salary & Benefits: Basic Salary - £25,000 - £30,000 (Depending on Experience) Bonus scheme Study support and funded exams Great progression opportunities Pension contributions Death in Service cover 25 days holiday plus bank holidays Key Responsibilities: General Administration & Office Support Managing daily post, including scanning, filing, franking and preparing outgoing mail Answering incoming calls and handling client queries Updating task management and back-office systems Managing advisers' appointments Welcoming visitors and providing refreshments Adviser Support Requesting and collating plan and policy information Assisting with client meeting preparation Preparing client letters and illustrations Liaising with clients and product providers Client Reporting & Reviews Producing and issuing portfolio reports Preparing review documentation for advisers Compiling fund performance information New Business Processing Online submission of pension and investment applications Buying and selling investments on platforms Processing client income requirements Completing fund switches Checking completion and accuracy of all trades Assisting with medical underwriting applications for life cover Skills & Experience Required: Experience Minimum of 2 years' experience in a similar financial services administration role Qualifications Essential: GCSEs (or equivalent) - 5 subjects including Maths and English at Level 4 or above Desirable: A Levels - minimum of 2 subjects at Grade C or above (or equivalent) Working towards the Level 4 Diploma in Financial Planning or willing to start exams Key Skills & Attributes: Excellent communication skills Strong attention to detail Professional email and letter writing skills Good organisational and administrative skills Analytical and problem-solving ability Team player with a patient and professional approach By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Mar 18, 2026
Full time
Location: Coltishall, Norfolk Salary: up to £30,000 (depending on experience & qualifications) Hours: Monday to Friday, 9:00am - 5:00pm (37.5 hours per week) Flexible working available after completion of initial training The Opportunity This is a fantastic opportunity for an experienced Financial Services Administrator to join a well-established and growing financial planning firm. Due to continued success, the business is expanding its Client Services Team and is looking for someone with strong administrative experience within financial services to play a key support role. The Role You will be responsible for the day-to-day administration of the business, supporting advisers and ensuring service level agreements and key performance indicators are consistently met. Salary & Benefits: Basic Salary - £25,000 - £30,000 (Depending on Experience) Bonus scheme Study support and funded exams Great progression opportunities Pension contributions Death in Service cover 25 days holiday plus bank holidays Key Responsibilities: General Administration & Office Support Managing daily post, including scanning, filing, franking and preparing outgoing mail Answering incoming calls and handling client queries Updating task management and back-office systems Managing advisers' appointments Welcoming visitors and providing refreshments Adviser Support Requesting and collating plan and policy information Assisting with client meeting preparation Preparing client letters and illustrations Liaising with clients and product providers Client Reporting & Reviews Producing and issuing portfolio reports Preparing review documentation for advisers Compiling fund performance information New Business Processing Online submission of pension and investment applications Buying and selling investments on platforms Processing client income requirements Completing fund switches Checking completion and accuracy of all trades Assisting with medical underwriting applications for life cover Skills & Experience Required: Experience Minimum of 2 years' experience in a similar financial services administration role Qualifications Essential: GCSEs (or equivalent) - 5 subjects including Maths and English at Level 4 or above Desirable: A Levels - minimum of 2 subjects at Grade C or above (or equivalent) Working towards the Level 4 Diploma in Financial Planning or willing to start exams Key Skills & Attributes: Excellent communication skills Strong attention to detail Professional email and letter writing skills Good organisational and administrative skills Analytical and problem-solving ability Team player with a patient and professional approach By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Job Title - IFA Administrator Location : Northampton Basic Salary : Up to £30,000 + Bonus & Benefits Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a well-established independent financial advice firm based in Northampton. With a long history of providing independent financial advice across Northamptonshire and surrounding areas, the business has been operating for several decades, evolving from its roots in life and pensions advice to offer a broader range of financial planning and consultancy services. As the Corporate Support Administrator, you will work closely within a well-established team of experienced administrators, advisers and paraplanners, acting as a main point of contact for clients while helping to strengthen existing relationships and support the development of new business through clear communication and a confident, professional approach. This is a great opportunity for an experienced IFA Administrator or similar background, to start their journey towards becoming a financial adviser. There is a clear plan set out over a 2/3-year period, where the company will support you with qualifications and progression. Salary & Benefits: £25,000 - £30,000 dependant on experience 25 days annual leave + BH's (increasing to 27 days after 5 years and 30 days after 10 years' service) Support for undertaking professional exams (CII or LIBF) Clear career progression to IFA status Standard Pension Contribution, increasing to 9% employer contribution after 5 years' service Parking Group Life Cover Bonus Scheme & Christmas Bonus - subject to company performance Yearly pay reviews Working Hours: 35hrs a week, Monday - Friday, 9am - 5pm (1hr for lunch) Friday working from home Hybrid Working Responsibilities: Provide administrative support to Advisors and Consultants for employer meetings, presentations and ongoing client service Prepare reports, carry out research and maintain accurate records on back-office systems Liaise with providers, employers and payroll teams to gather and update scheme, workforce and member data Manage scheme renewals and re-enrolments, including obtaining and negotiating terms and meeting all deadlines Support auto-enrolment compliance, including charge reviews, re-certifications and declarations with the Pensions Regulator Administer workplace pension schemes, including uploads, enrolments, eligibility checks and employee changes Assist with employee benefits renewals and new policy set-ups, including research and documentation Handle general workplace pension and benefits queries from employers and employees Ensure premiums, claims, reimbursements and benefit communications are processed accurately and on time Build and maintain effective working relationships with clients, providers and third-party professionals Skills and experience: Ideally a Minimum of 2 years' experience in IFA environment or similar Open to applications from individuals looking to start a career in wealth management Basic understanding of financial services, including pensions Comprehensive Microsoft Excel and Word skills, including handling and formatting data Good numeracy and literacy (GCSE level 5/C or above) Attention to detail with the ability to manage workload and meet deadlines Confident communicator, comfortable liaising with clients, providers, and employers Willingness to learn and develop skills within the role Desirable: Knowledge of auto-enrolment rules and employer duties Experience administering corporate pension or employee benefit schemes, including new scheme set-up Understanding of employee benefits such as DIS, PMI, private health, and cash plans By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Mar 18, 2026
Full time
Job Title - IFA Administrator Location : Northampton Basic Salary : Up to £30,000 + Bonus & Benefits Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a well-established independent financial advice firm based in Northampton. With a long history of providing independent financial advice across Northamptonshire and surrounding areas, the business has been operating for several decades, evolving from its roots in life and pensions advice to offer a broader range of financial planning and consultancy services. As the Corporate Support Administrator, you will work closely within a well-established team of experienced administrators, advisers and paraplanners, acting as a main point of contact for clients while helping to strengthen existing relationships and support the development of new business through clear communication and a confident, professional approach. This is a great opportunity for an experienced IFA Administrator or similar background, to start their journey towards becoming a financial adviser. There is a clear plan set out over a 2/3-year period, where the company will support you with qualifications and progression. Salary & Benefits: £25,000 - £30,000 dependant on experience 25 days annual leave + BH's (increasing to 27 days after 5 years and 30 days after 10 years' service) Support for undertaking professional exams (CII or LIBF) Clear career progression to IFA status Standard Pension Contribution, increasing to 9% employer contribution after 5 years' service Parking Group Life Cover Bonus Scheme & Christmas Bonus - subject to company performance Yearly pay reviews Working Hours: 35hrs a week, Monday - Friday, 9am - 5pm (1hr for lunch) Friday working from home Hybrid Working Responsibilities: Provide administrative support to Advisors and Consultants for employer meetings, presentations and ongoing client service Prepare reports, carry out research and maintain accurate records on back-office systems Liaise with providers, employers and payroll teams to gather and update scheme, workforce and member data Manage scheme renewals and re-enrolments, including obtaining and negotiating terms and meeting all deadlines Support auto-enrolment compliance, including charge reviews, re-certifications and declarations with the Pensions Regulator Administer workplace pension schemes, including uploads, enrolments, eligibility checks and employee changes Assist with employee benefits renewals and new policy set-ups, including research and documentation Handle general workplace pension and benefits queries from employers and employees Ensure premiums, claims, reimbursements and benefit communications are processed accurately and on time Build and maintain effective working relationships with clients, providers and third-party professionals Skills and experience: Ideally a Minimum of 2 years' experience in IFA environment or similar Open to applications from individuals looking to start a career in wealth management Basic understanding of financial services, including pensions Comprehensive Microsoft Excel and Word skills, including handling and formatting data Good numeracy and literacy (GCSE level 5/C or above) Attention to detail with the ability to manage workload and meet deadlines Confident communicator, comfortable liaising with clients, providers, and employers Willingness to learn and develop skills within the role Desirable: Knowledge of auto-enrolment rules and employer duties Experience administering corporate pension or employee benefit schemes, including new scheme set-up Understanding of employee benefits such as DIS, PMI, private health, and cash plans By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Mortgage Administrator- REMOTE We are looking to hire an experienced Mortgage Administrator to join the team as soon as possible. This is an employed position, working 35 hours per week (9am-5pm) Remote. The successful candidate must have at least 1 year's experience in whole-of-market mortgage administration and be confident managing cases from application through to completion. Strong organisational skills and the ability to handle multiple cases efficiently are essential. Experience in protection administration, compliance checks, would be advantageous but is not essential. Quarterly travel for team meetings/training and development Basic neg- £26,000 to £28,000 Plus bonus and employee benefits. If you have any questions, please feel free to get in touc
Mar 18, 2026
Full time
Mortgage Administrator- REMOTE We are looking to hire an experienced Mortgage Administrator to join the team as soon as possible. This is an employed position, working 35 hours per week (9am-5pm) Remote. The successful candidate must have at least 1 year's experience in whole-of-market mortgage administration and be confident managing cases from application through to completion. Strong organisational skills and the ability to handle multiple cases efficiently are essential. Experience in protection administration, compliance checks, would be advantageous but is not essential. Quarterly travel for team meetings/training and development Basic neg- £26,000 to £28,000 Plus bonus and employee benefits. If you have any questions, please feel free to get in touc
Job Title: IFA Administrator Industry: Financial Services Location: Bromsgrove (Office-based) Salary: £26,000 - £30,000 DOE Reference Number: 10179 Recruit UK is working on an exciting opportunity with a highly respected Independent Financial Adviser firm in Birmingham, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. As an IFA Administrator, you will play a key role in supporting the Financial Advisers and CEO across all aspects of financial services administration, with a strong focus on new business processing. Responsibilities: Arranging client meetings, preparing valuations and meeting packs, and managing advisers' diaries Handling client correspondence and maintaining accurate records Ensuring all documentation meets FCA regulatory standards and internal compliance requirements What's in it for you: 28 days' holiday Statutory sick pay Quarterly performance bonus scheme Auto-enrolment pension Study support Flexitime Private medical insurance Long-term career progression Employer pension contributions Skills and experience required: A minimum of 2 years' experience as an Administrator within an Independent Financial Adviser firm Experience using Intelligent Office or Dynamic Planner is highly advantageous Get in touch or apply online to find out more about this opportunity! 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. 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.
Mar 18, 2026
Full time
Job Title: IFA Administrator Industry: Financial Services Location: Bromsgrove (Office-based) Salary: £26,000 - £30,000 DOE Reference Number: 10179 Recruit UK is working on an exciting opportunity with a highly respected Independent Financial Adviser firm in Birmingham, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. As an IFA Administrator, you will play a key role in supporting the Financial Advisers and CEO across all aspects of financial services administration, with a strong focus on new business processing. Responsibilities: Arranging client meetings, preparing valuations and meeting packs, and managing advisers' diaries Handling client correspondence and maintaining accurate records Ensuring all documentation meets FCA regulatory standards and internal compliance requirements What's in it for you: 28 days' holiday Statutory sick pay Quarterly performance bonus scheme Auto-enrolment pension Study support Flexitime Private medical insurance Long-term career progression Employer pension contributions Skills and experience required: A minimum of 2 years' experience as an Administrator within an Independent Financial Adviser firm Experience using Intelligent Office or Dynamic Planner is highly advantageous Get in touch or apply online to find out more about this opportunity! 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. 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.
Why This Role Matters Every day, people in our borough face the reality of homelessness. Every person facing homelessness needs practical support, stability and someone who believes their situation can change.This role is central to making that change happen. As Operations Manager, you will help ensure that our services run effectively and compassionately, enabling people experiencing homelessness to access the support they need to rebuild their lives. You will manage a small, committed team, strengthen how our services operate, and help shape the way we respond to homelessness locally. About Us FCENS is a small and ambitious charity working alongside local partners, volunteers and people with lived experience of homelessness to deliver meaningful change in the community in Waltham Forest. Our Vision is that no-one needs to be homeless in Waltham Forest and everyone has a place to go. Our Mission is to support single homeless adults in Waltham Forest towards transforming their lives. The Role We are seeking an experienced and motivated Operations Manager to oversee the effective day-to-day running of the charity s services and internal operations. Reporting to the Director, you will ensure that services are delivered safely, efficiently and to a high standard. You will also play an important role in strengthening operational systems and processes, helping the charity improve and grow its impact. You will manage a small operational team including caseworkers, lived experience coaches, an administrator and an evening worker, supporting them to deliver high-quality, trauma-informed and person-centred support to people experiencing homelessness. You ll also use your strategic thinking skills to help improve service provision. Key Responsibilities Operational Management Oversee the day-to-day delivery of the charity s services. Plan and manage the annual night shelter season and the year-round drop-in centre. Maintain oversight of case management, outreach activity and data systems. Ensure compliance with safeguarding, health and safety, and organisational policies. Oversee administrative and IT systems, including effective use of the case management system. Service Development Review operational systems and processes to identify opportunities for improvement. Implement changes that improve efficiency, quality and impact. Use data, feedback and lived experience insight to inform service development. Leadership and Team Management Line manage operational staff, providing supervision, guidance and performance management. Foster a supportive, inclusive and accountable team culture. Support staff wellbeing, training and reflective practice. Oversee the recruitment, induction and support of volunteers. Strategic Contribution Work closely with the Charity Director to translate strategic aims into operational plans. Contribute to organisational planning, policy development and reporting. Provide operational insight and updates to the Charity Director and Trustees. Partnership Working Work collaboratively with other homelessness organisations and local partners. Support the development of positive relationships with local authorities, funders and stakeholders. Represent the charity in meetings and forums where appropriate. About You We are looking for someone with both strong operational experience in the homelessness sector and a commitment to supporting people experiencing homelessness . You will identify with FCENS values, with a strong focus on trauma-informed care and lived experience. You will bring: Significant experience in the homelessness sector or a related field such as housing, rough sleeping, outreach or multiple disadvantage. Experience managing services or operations within a small team or organisation . Experience line managing staff and supporting frontline practitioners . A strong understanding of safeguarding, risk management and good practice in frontline support services . Excellent organisational, communication and problem-solving skills. You will also be: Positive, resilient and solutions-focused. Calm under pressure and confident making decisions. Values-driven and committed to improving outcomes for people experiencing homelessness. Comfortable working within the charity s Christian ethos. Flexible Working We support flexible hours where operationally viable . Requests for flexible working arrangements and compressed hours will be considered. Equality, Diversity and Safer Recruitment. We are committed to creating an inclusive environment and welcome applications from people of all backgrounds. As part of our commitment to safeguarding the people we support, this role will be subject to safer recruitment procedures , including reference checks and an enhanced DBS check . Closing date for applications: 5pm Monday 13th April 2026 .Interviews expected week commencing April 27th 2026.
Mar 18, 2026
Full time
Why This Role Matters Every day, people in our borough face the reality of homelessness. Every person facing homelessness needs practical support, stability and someone who believes their situation can change.This role is central to making that change happen. As Operations Manager, you will help ensure that our services run effectively and compassionately, enabling people experiencing homelessness to access the support they need to rebuild their lives. You will manage a small, committed team, strengthen how our services operate, and help shape the way we respond to homelessness locally. About Us FCENS is a small and ambitious charity working alongside local partners, volunteers and people with lived experience of homelessness to deliver meaningful change in the community in Waltham Forest. Our Vision is that no-one needs to be homeless in Waltham Forest and everyone has a place to go. Our Mission is to support single homeless adults in Waltham Forest towards transforming their lives. The Role We are seeking an experienced and motivated Operations Manager to oversee the effective day-to-day running of the charity s services and internal operations. Reporting to the Director, you will ensure that services are delivered safely, efficiently and to a high standard. You will also play an important role in strengthening operational systems and processes, helping the charity improve and grow its impact. You will manage a small operational team including caseworkers, lived experience coaches, an administrator and an evening worker, supporting them to deliver high-quality, trauma-informed and person-centred support to people experiencing homelessness. You ll also use your strategic thinking skills to help improve service provision. Key Responsibilities Operational Management Oversee the day-to-day delivery of the charity s services. Plan and manage the annual night shelter season and the year-round drop-in centre. Maintain oversight of case management, outreach activity and data systems. Ensure compliance with safeguarding, health and safety, and organisational policies. Oversee administrative and IT systems, including effective use of the case management system. Service Development Review operational systems and processes to identify opportunities for improvement. Implement changes that improve efficiency, quality and impact. Use data, feedback and lived experience insight to inform service development. Leadership and Team Management Line manage operational staff, providing supervision, guidance and performance management. Foster a supportive, inclusive and accountable team culture. Support staff wellbeing, training and reflective practice. Oversee the recruitment, induction and support of volunteers. Strategic Contribution Work closely with the Charity Director to translate strategic aims into operational plans. Contribute to organisational planning, policy development and reporting. Provide operational insight and updates to the Charity Director and Trustees. Partnership Working Work collaboratively with other homelessness organisations and local partners. Support the development of positive relationships with local authorities, funders and stakeholders. Represent the charity in meetings and forums where appropriate. About You We are looking for someone with both strong operational experience in the homelessness sector and a commitment to supporting people experiencing homelessness . You will identify with FCENS values, with a strong focus on trauma-informed care and lived experience. You will bring: Significant experience in the homelessness sector or a related field such as housing, rough sleeping, outreach or multiple disadvantage. Experience managing services or operations within a small team or organisation . Experience line managing staff and supporting frontline practitioners . A strong understanding of safeguarding, risk management and good practice in frontline support services . Excellent organisational, communication and problem-solving skills. You will also be: Positive, resilient and solutions-focused. Calm under pressure and confident making decisions. Values-driven and committed to improving outcomes for people experiencing homelessness. Comfortable working within the charity s Christian ethos. Flexible Working We support flexible hours where operationally viable . Requests for flexible working arrangements and compressed hours will be considered. Equality, Diversity and Safer Recruitment. We are committed to creating an inclusive environment and welcome applications from people of all backgrounds. As part of our commitment to safeguarding the people we support, this role will be subject to safer recruitment procedures , including reference checks and an enhanced DBS check . Closing date for applications: 5pm Monday 13th April 2026 .Interviews expected week commencing April 27th 2026.
Shipping Administrator Hourly Rate: £14 Location: Feltham Job Type: Temporary We are seeking a Shipping Administrator for temporary cover in Feltham. This role is ideal for someone who is efficient, detail-oriented, and experienced in handling shipping and logistics tasks. Day-to-day of the role: Export documentation for worldwide dispatches including shipping via courier, air, road and sea. Prepare paper work for courier, freight and shipping services. Arrange domestic same day and next day collections. Code up invoices Process despatches Customs import clearance for worldwide courier shipments. Manage paperwork and filing. Speak to freight forwarders, couriers and liaise with internal departments. Required Skills & Qualifications: Proven experience as a Shipping Administrator or similar role. Strong organisational and time-management skills. Excellent communication and interpersonal skills. Proficiency in logistics software or shipping management systems. Ability to work independently and handle multiple tasks simultaneously. Knowledge of shipping regulations and procedures. Benefits: Competitive hourly rate. Experience working in a dynamic and fast-paced environment. Opportunity to develop skills in shipping and logistics management. To apply for this Shipping Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this temporary role.
Mar 18, 2026
Seasonal
Shipping Administrator Hourly Rate: £14 Location: Feltham Job Type: Temporary We are seeking a Shipping Administrator for temporary cover in Feltham. This role is ideal for someone who is efficient, detail-oriented, and experienced in handling shipping and logistics tasks. Day-to-day of the role: Export documentation for worldwide dispatches including shipping via courier, air, road and sea. Prepare paper work for courier, freight and shipping services. Arrange domestic same day and next day collections. Code up invoices Process despatches Customs import clearance for worldwide courier shipments. Manage paperwork and filing. Speak to freight forwarders, couriers and liaise with internal departments. Required Skills & Qualifications: Proven experience as a Shipping Administrator or similar role. Strong organisational and time-management skills. Excellent communication and interpersonal skills. Proficiency in logistics software or shipping management systems. Ability to work independently and handle multiple tasks simultaneously. Knowledge of shipping regulations and procedures. Benefits: Competitive hourly rate. Experience working in a dynamic and fast-paced environment. Opportunity to develop skills in shipping and logistics management. To apply for this Shipping Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this temporary role.
DESCRIPTION We are looking for an enthusiastic Pension apprentice to join our team specializing in retirement benefits for Cummins Services in Darlington, UK. During your apprenticeship with us, you will learn how a major global organization operates, gaining the tools and exposure you will need to become an expert in the industry and power your potential! Summary of the course: The Pension Apprentice role is a developmental position within the Total Rewards team. During the apprenticeship you will work 5 days per week, inclusive of 1 day per week for study with MBKB. The working hours are 8am till 4pm with flexibility to suit business needs. On completion of this apprenticeship, you will obtain a level 3 Pensions administrator qualification. RESPONSIBILITIES In this role, you will make an impact in the following ways: Completing regular administrative activities, including weekly, monthly and quarterly tasks, to support the effective running of the team/function Delivering exceptional customer service by responding to Pension-related questions and requests with courtesy, accuracy, and promptness. Collaborating with diverse stakeholders, teams, and functions to drive business solutions, achieve project outcomes, and support the delivery of company and Trustee goals. Proactively identify and contribute ideas to improve processes, efficiency and service delivery QUALIFICATIONS To be successful in this role you will need the following: GCSE qualifications or equivalent with 5/B grade English literature, language and math's. Other remaining subjects to be at a 4/C or above. A strong customer focus, with the ability to build effective relationships and deliver customer centric solutions An action oriented approach, demonstrating enthusiasm, energy and a willingness to take on new challenges Strong listening and communication skills, with the ability to explain information clearly and effectively, with ability to work well as part of a team, while also being comfortable working independently. Good background on MS office suite (Word, Excel, PowerPoint, Teams and Outlook) Why Cummins As an apprentice at Cummins, you will have the chance to develop your skills and knowledge in a supportive and dynamic environment. Our program is designed to provide a comprehensive learning experience that prepares you for a successful career in the industry. Job: Human Resources Organization: Cummins Inc. Role Category: On-site with Flexibility Job Type: Apprenticeship ReqID: Relocation Package: No 100% On-Site: No
Mar 18, 2026
Full time
DESCRIPTION We are looking for an enthusiastic Pension apprentice to join our team specializing in retirement benefits for Cummins Services in Darlington, UK. During your apprenticeship with us, you will learn how a major global organization operates, gaining the tools and exposure you will need to become an expert in the industry and power your potential! Summary of the course: The Pension Apprentice role is a developmental position within the Total Rewards team. During the apprenticeship you will work 5 days per week, inclusive of 1 day per week for study with MBKB. The working hours are 8am till 4pm with flexibility to suit business needs. On completion of this apprenticeship, you will obtain a level 3 Pensions administrator qualification. RESPONSIBILITIES In this role, you will make an impact in the following ways: Completing regular administrative activities, including weekly, monthly and quarterly tasks, to support the effective running of the team/function Delivering exceptional customer service by responding to Pension-related questions and requests with courtesy, accuracy, and promptness. Collaborating with diverse stakeholders, teams, and functions to drive business solutions, achieve project outcomes, and support the delivery of company and Trustee goals. Proactively identify and contribute ideas to improve processes, efficiency and service delivery QUALIFICATIONS To be successful in this role you will need the following: GCSE qualifications or equivalent with 5/B grade English literature, language and math's. Other remaining subjects to be at a 4/C or above. A strong customer focus, with the ability to build effective relationships and deliver customer centric solutions An action oriented approach, demonstrating enthusiasm, energy and a willingness to take on new challenges Strong listening and communication skills, with the ability to explain information clearly and effectively, with ability to work well as part of a team, while also being comfortable working independently. Good background on MS office suite (Word, Excel, PowerPoint, Teams and Outlook) Why Cummins As an apprentice at Cummins, you will have the chance to develop your skills and knowledge in a supportive and dynamic environment. Our program is designed to provide a comprehensive learning experience that prepares you for a successful career in the industry. Job: Human Resources Organization: Cummins Inc. Role Category: On-site with Flexibility Job Type: Apprenticeship ReqID: Relocation Package: No 100% On-Site: No
Recruit Wealth are delighted to be representing one the UK's best known national Financial Planning and Wealth Management businesses. Offering independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. The companies mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified Financial Planners, the business is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs. IFA Administrator - Role Profile Obtaining provider information (LOA) and collating these together with relevant client illustrations to assist adviser with recommendations and enable paraplanners to produce reports Run Risk Profiler results via FE Analytics Processing New Business Ensuring all compliance documents on file/provided by adviser prior to submission Submission to providers direct or electronically via platform Business types will be varied but mainly, investments, pensions, protection and sometimes mortgages Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Preparing valuation reports Preparing documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing half yearly valuation reports for issue to client Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser Updating back-office system to maintain accurate client data/records Client liaison and assisting with queries Filing/scanning/photocopying/post/franking/answering phone calls Skills, Experiences & Desirable's Able to support Financial Planners with high profile and complex clients Proactive in ensuring quality service to clients Demonstrating excellent customer communication and relationship building Confident communicator Team working and collaboration Excellent time management and organisation skills. Able to multi-task, plan, prioritise and work to competing deadlines Able to assist wider team with task management, planning and prioritising of work Exceptional attention to detail and accuracy Excellent product knowledge, in-depth understanding of systems and processes, and multi-platform expertise Clear understanding of precise conduct rules and compliance requirements Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal and professional commitment What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover 4x salary Income protection Company sick pay Employee Assistance Program Financial wellbeing program Progression to other job titles, paraplanning for example Annual reviews on salary/performance via management and human resources Support for exams, continuous professional development Hybrid working, 3 days office, 2 days home Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Mar 18, 2026
Full time
Recruit Wealth are delighted to be representing one the UK's best known national Financial Planning and Wealth Management businesses. Offering independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. The companies mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified Financial Planners, the business is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs. IFA Administrator - Role Profile Obtaining provider information (LOA) and collating these together with relevant client illustrations to assist adviser with recommendations and enable paraplanners to produce reports Run Risk Profiler results via FE Analytics Processing New Business Ensuring all compliance documents on file/provided by adviser prior to submission Submission to providers direct or electronically via platform Business types will be varied but mainly, investments, pensions, protection and sometimes mortgages Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Preparing valuation reports Preparing documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing half yearly valuation reports for issue to client Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser Updating back-office system to maintain accurate client data/records Client liaison and assisting with queries Filing/scanning/photocopying/post/franking/answering phone calls Skills, Experiences & Desirable's Able to support Financial Planners with high profile and complex clients Proactive in ensuring quality service to clients Demonstrating excellent customer communication and relationship building Confident communicator Team working and collaboration Excellent time management and organisation skills. Able to multi-task, plan, prioritise and work to competing deadlines Able to assist wider team with task management, planning and prioritising of work Exceptional attention to detail and accuracy Excellent product knowledge, in-depth understanding of systems and processes, and multi-platform expertise Clear understanding of precise conduct rules and compliance requirements Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal and professional commitment What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover 4x salary Income protection Company sick pay Employee Assistance Program Financial wellbeing program Progression to other job titles, paraplanning for example Annual reviews on salary/performance via management and human resources Support for exams, continuous professional development Hybrid working, 3 days office, 2 days home Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Salary: Between £16.44 - £19.18 per hour (dependent on experience) Contract: Full-time, up to the end of July 2026 Location: Central London 2-days per week, remainder remote We re delighted to be partnering with a world leading higher education institution to recruit a Principal Giving Coordinator . This is a fantastic opportunity for a highly organised, proactive administrator who enjoys supporting complex projects, building strong relationships, and working within a mission-driven fundraising environment. As part of a high-performing philanthropy team, you ll play a vital role in supporting the school s ambitious fundraising campaign, contributing to activity that underpins scholarships, research, innovation and the wider student experience. This is a varied and fast-paced role, ideal for someone who is detail-focused, confident managing multiple priorities, and comfortable collaborating with senior stakeholders. Key responsibilities for this role include: Delivery & Support Providing comprehensive administrative support across the Principal Giving team. Coordinating complex diaries, overseas travel itineraries and expense processing. Supporting the creation of high-quality fundraising materials, presentations, data reports and briefing documents. Ensuring documents and prospect strategy information remain accurate, organised and up to date. Planning internal meetings, including agendas, logistics, minute taking and action tracking. Processing invoices, expenses and financial data to support budget tracking. Providing administrative support for donor care and stewardship. Analysis & Reporting Working with data colleagues to ensure donor activity and gifts are accurately recorded in the CRM system. Maintaining clean, accurate records for key alumni and prospects. Supporting income tracking and reporting requirements. Customer Relations Acting as a first point of contact for the Principal Giving team, responding to queries and escalating where needed. Preparing polished correspondence such as letters, invitations and proof read materials. Providing occasional support to colleagues across the wider Advancement team. Event Support Supporting the administration of cultivation events in the UK and internationally. Working with colleagues across the school on key annual events and milestone moments. Process Improvement Identifying opportunities to enhance processes and systems within the team to improve efficiency. To be considered for this position, you should bring: Strong communication and interpersonal skills, with confidence engaging a wide range of stakeholders. Excellent organisational skills, attention to detail and the ability to manage multiple priorities in a fast paced setting. Proficiency with Microsoft Office and experience using databases; CRM experience (such as Raiser s Edge) is desirable. A proactive, collaborative attitude and the ability to work effectively both independently and as part of a team. Experience working in a customer-focused environment. If you re excited by the opportunity to support high-level fundraising activity that directly contributes to transformational impact, we d love to hear from you. Please apply below and submit your CV in Word format. As a specialist Recruitment Practice, we are committed to building inclusive and diverse organisations and welcome applications from all sections of the community. We invest in your journey as a candidate and are committed to supporting you throughout the application process.
Mar 18, 2026
Full time
Salary: Between £16.44 - £19.18 per hour (dependent on experience) Contract: Full-time, up to the end of July 2026 Location: Central London 2-days per week, remainder remote We re delighted to be partnering with a world leading higher education institution to recruit a Principal Giving Coordinator . This is a fantastic opportunity for a highly organised, proactive administrator who enjoys supporting complex projects, building strong relationships, and working within a mission-driven fundraising environment. As part of a high-performing philanthropy team, you ll play a vital role in supporting the school s ambitious fundraising campaign, contributing to activity that underpins scholarships, research, innovation and the wider student experience. This is a varied and fast-paced role, ideal for someone who is detail-focused, confident managing multiple priorities, and comfortable collaborating with senior stakeholders. Key responsibilities for this role include: Delivery & Support Providing comprehensive administrative support across the Principal Giving team. Coordinating complex diaries, overseas travel itineraries and expense processing. Supporting the creation of high-quality fundraising materials, presentations, data reports and briefing documents. Ensuring documents and prospect strategy information remain accurate, organised and up to date. Planning internal meetings, including agendas, logistics, minute taking and action tracking. Processing invoices, expenses and financial data to support budget tracking. Providing administrative support for donor care and stewardship. Analysis & Reporting Working with data colleagues to ensure donor activity and gifts are accurately recorded in the CRM system. Maintaining clean, accurate records for key alumni and prospects. Supporting income tracking and reporting requirements. Customer Relations Acting as a first point of contact for the Principal Giving team, responding to queries and escalating where needed. Preparing polished correspondence such as letters, invitations and proof read materials. Providing occasional support to colleagues across the wider Advancement team. Event Support Supporting the administration of cultivation events in the UK and internationally. Working with colleagues across the school on key annual events and milestone moments. Process Improvement Identifying opportunities to enhance processes and systems within the team to improve efficiency. To be considered for this position, you should bring: Strong communication and interpersonal skills, with confidence engaging a wide range of stakeholders. Excellent organisational skills, attention to detail and the ability to manage multiple priorities in a fast paced setting. Proficiency with Microsoft Office and experience using databases; CRM experience (such as Raiser s Edge) is desirable. A proactive, collaborative attitude and the ability to work effectively both independently and as part of a team. Experience working in a customer-focused environment. If you re excited by the opportunity to support high-level fundraising activity that directly contributes to transformational impact, we d love to hear from you. Please apply below and submit your CV in Word format. As a specialist Recruitment Practice, we are committed to building inclusive and diverse organisations and welcome applications from all sections of the community. We invest in your journey as a candidate and are committed to supporting you throughout the application process.
Recruit Wealth are delighted to be representing one the UK's best known national Financial Planning and Wealth Management businesses. Offering independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. The companies mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified Financial Planners, the business is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs. IFA Administrator - Role Profile Obtaining provider information (LOA) and collating these together with relevant client illustrations to assist adviser with recommendations and enable paraplanners to produce reports Run Risk Profiler results via FE Analytics Processing New Business Ensuring all compliance documents on file/provided by adviser prior to submission Submission to providers direct or electronically via platform Business types will be varied but mainly, investments, pensions, protection and sometimes mortgages Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Preparing valuation reports Preparing documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing half yearly valuation reports for issue to client Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser Updating back-office system to maintain accurate client data/records Client liaison and assisting with queries Filing/scanning/photocopying/post/franking/answering phone calls Skills, Experiences & Desirable's Able to support Financial Planners with high profile and complex clients Proactive in ensuring quality service to clients Demonstrating excellent customer communication and relationship building Confident communicator Team working and collaboration Excellent time management and organisation skills. Able to multi-task, plan, prioritise and work to competing deadlines Able to assist wider team with task management, planning and prioritising of work Exceptional attention to detail and accuracy Excellent product knowledge, in-depth understanding of systems and processes, and multi-platform expertise Clear understanding of precise conduct rules and compliance requirements Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal and professional commitment What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover 4x salary Income protection Company sick pay Employee Assistance Program Financial wellbeing program Progression to other job titles, paraplanning for example Annual reviews on salary/performance via management and human resources Support for exams, continuous professional development Hybrid working, 3 days office, 2 days home Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Mar 18, 2026
Full time
Recruit Wealth are delighted to be representing one the UK's best known national Financial Planning and Wealth Management businesses. Offering independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. The companies mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified Financial Planners, the business is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs. IFA Administrator - Role Profile Obtaining provider information (LOA) and collating these together with relevant client illustrations to assist adviser with recommendations and enable paraplanners to produce reports Run Risk Profiler results via FE Analytics Processing New Business Ensuring all compliance documents on file/provided by adviser prior to submission Submission to providers direct or electronically via platform Business types will be varied but mainly, investments, pensions, protection and sometimes mortgages Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Preparing valuation reports Preparing documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing half yearly valuation reports for issue to client Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser Updating back-office system to maintain accurate client data/records Client liaison and assisting with queries Filing/scanning/photocopying/post/franking/answering phone calls Skills, Experiences & Desirable's Able to support Financial Planners with high profile and complex clients Proactive in ensuring quality service to clients Demonstrating excellent customer communication and relationship building Confident communicator Team working and collaboration Excellent time management and organisation skills. Able to multi-task, plan, prioritise and work to competing deadlines Able to assist wider team with task management, planning and prioritising of work Exceptional attention to detail and accuracy Excellent product knowledge, in-depth understanding of systems and processes, and multi-platform expertise Clear understanding of precise conduct rules and compliance requirements Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal and professional commitment What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover 4x salary Income protection Company sick pay Employee Assistance Program Financial wellbeing program Progression to other job titles, paraplanning for example Annual reviews on salary/performance via management and human resources Support for exams, continuous professional development Hybrid working, 3 days office, 2 days home Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Recruit Wealth are delighted to be representing one the UK's best known national Financial Planning and Wealth Management businesses. Offering independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. The companies mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified Financial Planners, the business is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs. IFA Administrator - Role Profile Obtaining provider information (LOA) and collating these together with relevant client illustrations to assist adviser with recommendations and enable paraplanners to produce reports Run Risk Profiler results via FE Analytics Processing New Business Ensuring all compliance documents on file/provided by adviser prior to submission Submission to providers direct or electronically via platform Business types will be varied but mainly, investments, pensions, protection and sometimes mortgages Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Preparing valuation reports Preparing documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing half yearly valuation reports for issue to client Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser Updating back-office system to maintain accurate client data/records Client liaison and assisting with queries Filing/scanning/photocopying/post/franking/answering phone calls Skills, Experiences & Desirable's Able to support Financial Planners with high profile and complex clients Proactive in ensuring quality service to clients Demonstrating excellent customer communication and relationship building Confident communicator Team working and collaboration Excellent time management and organisation skills. Able to multi-task, plan, prioritise and work to competing deadlines Able to assist wider team with task management, planning and prioritising of work Exceptional attention to detail and accuracy Excellent product knowledge, in-depth understanding of systems and processes, and multi-platform expertise Clear understanding of precise conduct rules and compliance requirements Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal and professional commitment What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover 4x salary Income protection Company sick pay Employee Assistance Program Financial wellbeing program Progression to other job titles, paraplanning for example Annual reviews on salary/performance via management and human resources Support for exams, continuous professional development Hybrid working, 3 days office, 2 days home Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Mar 18, 2026
Full time
Recruit Wealth are delighted to be representing one the UK's best known national Financial Planning and Wealth Management businesses. Offering independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. The companies mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified Financial Planners, the business is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs. IFA Administrator - Role Profile Obtaining provider information (LOA) and collating these together with relevant client illustrations to assist adviser with recommendations and enable paraplanners to produce reports Run Risk Profiler results via FE Analytics Processing New Business Ensuring all compliance documents on file/provided by adviser prior to submission Submission to providers direct or electronically via platform Business types will be varied but mainly, investments, pensions, protection and sometimes mortgages Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Preparing valuation reports Preparing documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing half yearly valuation reports for issue to client Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser Updating back-office system to maintain accurate client data/records Client liaison and assisting with queries Filing/scanning/photocopying/post/franking/answering phone calls Skills, Experiences & Desirable's Able to support Financial Planners with high profile and complex clients Proactive in ensuring quality service to clients Demonstrating excellent customer communication and relationship building Confident communicator Team working and collaboration Excellent time management and organisation skills. Able to multi-task, plan, prioritise and work to competing deadlines Able to assist wider team with task management, planning and prioritising of work Exceptional attention to detail and accuracy Excellent product knowledge, in-depth understanding of systems and processes, and multi-platform expertise Clear understanding of precise conduct rules and compliance requirements Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal and professional commitment What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover 4x salary Income protection Company sick pay Employee Assistance Program Financial wellbeing program Progression to other job titles, paraplanning for example Annual reviews on salary/performance via management and human resources Support for exams, continuous professional development Hybrid working, 3 days office, 2 days home Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
