Job Description At Connells, part of the Connells Group, we're looking for a highly motivated Sales Administrator to support our fantastic team in Romsey. As our Sales Administrator you will take ownership of office administration accurately and efficiently and in a professional manner, within a busy customer facing environment. A quick look at the role In this role you will support the sales team within the office with administrative duties. This will involve uploading property details onto various property portals, dealing with customer enquiries both in branch and over the phone and ensuring office expenditure is maintained within budgeted levels. What's in it for you Sales Administrator? Industry leading training and development Demonstrable career ladder Opportunities for progression Supportive , rewarding and fun environment Team incentives Understanding of operations within an estate agency business Skills and experience required to be a successful Sales Administrator Customer focused and comfortable in a client facing role Resilient , positive , numerate and detail oriented Organised and able to prioritise workload in a faced paced environment Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.EA07116
Mar 23, 2026
Full time
Job Description At Connells, part of the Connells Group, we're looking for a highly motivated Sales Administrator to support our fantastic team in Romsey. As our Sales Administrator you will take ownership of office administration accurately and efficiently and in a professional manner, within a busy customer facing environment. A quick look at the role In this role you will support the sales team within the office with administrative duties. This will involve uploading property details onto various property portals, dealing with customer enquiries both in branch and over the phone and ensuring office expenditure is maintained within budgeted levels. What's in it for you Sales Administrator? Industry leading training and development Demonstrable career ladder Opportunities for progression Supportive , rewarding and fun environment Team incentives Understanding of operations within an estate agency business Skills and experience required to be a successful Sales Administrator Customer focused and comfortable in a client facing role Resilient , positive , numerate and detail oriented Organised and able to prioritise workload in a faced paced environment Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.EA07116
Job Title: IFA Administrator/Trainee Financial Planner Location : London Basic Salary : Up to £33,000 basic + fantastic opportunity to be a fully qualified IFA Hours : Mon - Fri, 8.30am - 5.30pm About our client and the role: Swarm Recruitment are pleased to be supporting a well-established financial services firm specialising in wealth management, financial education, and tailored advisory solutions. Their approach focuses on empowering clients through expert guidance, education, and personalised support, helping them make informed financial decisions and achieve long-term goals with confidence. They value collaboration, client-centred thinking, and continuous learning. Team members bring specialist expertise and share a commitment to making a meaningful impact, working in a supportive environment that fosters professional growth and strong, lasting relationships. This is an exciting opportunity for someone with Financial Planning experience and an entrepreneurial spirit, with a minimum of 2 years experience and 2 exams completed, to progress through an internal academy program over 18-24 months (18 months minimum), to become a fully qualified IFA. You will be working alongside IFA's and their teams, supporting their day to day task all whilst working towards your qualification and the opportunity to remain within the business as an IFA. Salary & Benefits: £29,000 for candidates with 0-2 exams £31,000 for candidates with 3-5 exams £33,000 for candidates with all exams Clear pathway to become an IFA within 18 - 24 months (18 month minimum term) £80,000 - £100,000 OTE once qualified Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools 21 days holiday + 3 extra days off between Christmas and New Year. On top of that: 12 half-days off for'Family Friday', which happens on the last Friday of the month 4 half days for our quarterly practice meetings Half a day for our annual summer BBQ Half a day for our Christmas Party 1 additional day for each year of service (max 7 days) Competitive pension scheme Access to funded Private Medical Insurance Daily breakfast in the office Team and company-wide social events Charity event Working Hours: Mon - Fri, 8.30am - 4.30pm (1hr for lunch) Family Friday - half day on the last Friday of every month (6 extra days in total) Office closure over Christmas Hybrid Working - 4 days in office during training, 3 days thereafter (or more if desired) Responsibilities: Attend client meetings with Wealth Managers Manage action points from client meetings Carry Forward, Annual Allowance, Lifetime Allowance Calculations Investment analysis Preparation of detailed cash-flow modelling Respond to technical and administrative Client Inquiries Identify Opportunities and Referrals from Existing Clients Managing workflow through Salesforce and Business Trackers Skills and experience: Minimum of two exams completed SJP experience will be well regarded Strong organisational skills, resilience and a methodical approach Strong understanding of the Financial Planning industry Tenacious and driven Proficiency with automated solutions for tasks like text writing and chasing providers is beneficial. Confidence, eagerness to learn, entrepreneurial flair, and a natural talent for building relationships. 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 23, 2026
Full time
Job Title: IFA Administrator/Trainee Financial Planner Location : London Basic Salary : Up to £33,000 basic + fantastic opportunity to be a fully qualified IFA Hours : Mon - Fri, 8.30am - 5.30pm About our client and the role: Swarm Recruitment are pleased to be supporting a well-established financial services firm specialising in wealth management, financial education, and tailored advisory solutions. Their approach focuses on empowering clients through expert guidance, education, and personalised support, helping them make informed financial decisions and achieve long-term goals with confidence. They value collaboration, client-centred thinking, and continuous learning. Team members bring specialist expertise and share a commitment to making a meaningful impact, working in a supportive environment that fosters professional growth and strong, lasting relationships. This is an exciting opportunity for someone with Financial Planning experience and an entrepreneurial spirit, with a minimum of 2 years experience and 2 exams completed, to progress through an internal academy program over 18-24 months (18 months minimum), to become a fully qualified IFA. You will be working alongside IFA's and their teams, supporting their day to day task all whilst working towards your qualification and the opportunity to remain within the business as an IFA. Salary & Benefits: £29,000 for candidates with 0-2 exams £31,000 for candidates with 3-5 exams £33,000 for candidates with all exams Clear pathway to become an IFA within 18 - 24 months (18 month minimum term) £80,000 - £100,000 OTE once qualified Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools 21 days holiday + 3 extra days off between Christmas and New Year. On top of that: 12 half-days off for'Family Friday', which happens on the last Friday of the month 4 half days for our quarterly practice meetings Half a day for our annual summer BBQ Half a day for our Christmas Party 1 additional day for each year of service (max 7 days) Competitive pension scheme Access to funded Private Medical Insurance Daily breakfast in the office Team and company-wide social events Charity event Working Hours: Mon - Fri, 8.30am - 4.30pm (1hr for lunch) Family Friday - half day on the last Friday of every month (6 extra days in total) Office closure over Christmas Hybrid Working - 4 days in office during training, 3 days thereafter (or more if desired) Responsibilities: Attend client meetings with Wealth Managers Manage action points from client meetings Carry Forward, Annual Allowance, Lifetime Allowance Calculations Investment analysis Preparation of detailed cash-flow modelling Respond to technical and administrative Client Inquiries Identify Opportunities and Referrals from Existing Clients Managing workflow through Salesforce and Business Trackers Skills and experience: Minimum of two exams completed SJP experience will be well regarded Strong organisational skills, resilience and a methodical approach Strong understanding of the Financial Planning industry Tenacious and driven Proficiency with automated solutions for tasks like text writing and chasing providers is beneficial. Confidence, eagerness to learn, entrepreneurial flair, and a natural talent for building relationships. 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.
HR Manager Annual Salary: £50,000 - £55,000 per annum Location: Barking Job Type: Full-time - office based I am recruiting for an experienced HR Manager to join my Clients' expanding business, reporting directly to the HR Director. This role offers a fantastic opportunity to utilise your HR expertise in a dynamic environment, supporting approximately 90 directly employed staff and working closely with other Directors to strengthen all aspects of the HR function. Job Description: Employee Relations Provide advice and guidance on employee relations matters including disciplinary, grievance, absence management, and performance management. Manage disciplinary and grievance processes in accordance with company policy and employment legislation. Support managers with investigations, hearings, and outcome recommendations. Ensure fair and consistent application of company policies. Recruitment and Onboarding Manage the recruitment process from advertising to issuing offer letters and employment contracts. Ensure compliance with legal requirements during onboarding. Maintain recruitment records. HR Compliance and Administration Maintain accurate employee records, ensuring compliance with GDPR and data protection requirements. Update and ensure compliance of employment contracts and policies. Support audits and compliance checks. Performance Management Support the annual appraisal and salary review process. Assist managers with performance improvement plans. Promote continuous improvement and employee development. HR Policies and Procedures Implement and maintain HR policies and procedures. Ensure policies are consistently applied across the organisation. Payroll and Benefits Support Process payroll and assist with benefits administration. Ensure accurate HR records to support payroll processing. Absence Management Monitor and support managers with absence management. Manage long-term absence cases and return-to-work processes. HR Reporting Produce reports on key HR metrics such as headcount, turnover, and absence. Support senior management with HR information for business planning. Training and Development Support training and development initiatives. Maintain training records and ensure compliance with mandatory training requirements. Required Skills & Qualifications Minimum 3 years' experience in an HR role. Strong understanding of UK employment law. Experience managing recruitment and onboarding. CIPD qualification is desirable but not essential.
Mar 23, 2026
Full time
HR Manager Annual Salary: £50,000 - £55,000 per annum Location: Barking Job Type: Full-time - office based I am recruiting for an experienced HR Manager to join my Clients' expanding business, reporting directly to the HR Director. This role offers a fantastic opportunity to utilise your HR expertise in a dynamic environment, supporting approximately 90 directly employed staff and working closely with other Directors to strengthen all aspects of the HR function. Job Description: Employee Relations Provide advice and guidance on employee relations matters including disciplinary, grievance, absence management, and performance management. Manage disciplinary and grievance processes in accordance with company policy and employment legislation. Support managers with investigations, hearings, and outcome recommendations. Ensure fair and consistent application of company policies. Recruitment and Onboarding Manage the recruitment process from advertising to issuing offer letters and employment contracts. Ensure compliance with legal requirements during onboarding. Maintain recruitment records. HR Compliance and Administration Maintain accurate employee records, ensuring compliance with GDPR and data protection requirements. Update and ensure compliance of employment contracts and policies. Support audits and compliance checks. Performance Management Support the annual appraisal and salary review process. Assist managers with performance improvement plans. Promote continuous improvement and employee development. HR Policies and Procedures Implement and maintain HR policies and procedures. Ensure policies are consistently applied across the organisation. Payroll and Benefits Support Process payroll and assist with benefits administration. Ensure accurate HR records to support payroll processing. Absence Management Monitor and support managers with absence management. Manage long-term absence cases and return-to-work processes. HR Reporting Produce reports on key HR metrics such as headcount, turnover, and absence. Support senior management with HR information for business planning. Training and Development Support training and development initiatives. Maintain training records and ensure compliance with mandatory training requirements. Required Skills & Qualifications Minimum 3 years' experience in an HR role. Strong understanding of UK employment law. Experience managing recruitment and onboarding. CIPD qualification is desirable but not essential.
Company Secretarial Manager - MC My professional services client is seeking a Company Secretarial Manager to join its dynamic corporate services environment. This is a senior-level role requiring CGI qualification, strong technical expertise and the ability to manage a client portfolio independently from the outset. You will have experience using Diligent Entities and a solid understanding of company law and governance. Excellent communication skills are essential, as you will liaise with clients, senior stakeholders and internal teams while supporting the development of colleagues and contributing to a high-performing governance function. Key Responsibilities Manage a portfolio of clients while supporting company secretarial and governance activities, including incorporations, board and shareholder meetings, statutory record maintenance and HMRC Stamp Duty matters. Lead and support complex corporate reorganisations such as demergers, share transfers, buybacks and capital restructures. Assist with workflow management, training junior staff and working closely with senior management. Ensure compliance with evolving legal and regulatory requirements while delivering multiple projects to tight deadlines. Hybrid Working This role offers hybrid working, with 3 days per week in the office and 2 days working from home. Please get in touch asap to avoid missing out.
Mar 23, 2026
Full time
Company Secretarial Manager - MC My professional services client is seeking a Company Secretarial Manager to join its dynamic corporate services environment. This is a senior-level role requiring CGI qualification, strong technical expertise and the ability to manage a client portfolio independently from the outset. You will have experience using Diligent Entities and a solid understanding of company law and governance. Excellent communication skills are essential, as you will liaise with clients, senior stakeholders and internal teams while supporting the development of colleagues and contributing to a high-performing governance function. Key Responsibilities Manage a portfolio of clients while supporting company secretarial and governance activities, including incorporations, board and shareholder meetings, statutory record maintenance and HMRC Stamp Duty matters. Lead and support complex corporate reorganisations such as demergers, share transfers, buybacks and capital restructures. Assist with workflow management, training junior staff and working closely with senior management. Ensure compliance with evolving legal and regulatory requirements while delivering multiple projects to tight deadlines. Hybrid Working This role offers hybrid working, with 3 days per week in the office and 2 days working from home. Please get in touch asap to avoid missing out.
Job Title: Admissions Administrator Reports to: Admissions Team Leader Salary: Main scale 5- £27,478 - £29,563 FTE (£16,486 - £17,737 Pro rata) Hours of work: Part time up to 21.6 hours per week including a Friday (remaining working days and hours to be agreed) Leyton Sixth Form College offers a wide range of A level and vocational courses to approximately 2,300 full-time 16-19-year-old students. We strive to provide high quality education and support to our students in fulfilling their academic potential and becoming thinking, questioning and caring members of society. We are an ambitious, diverse and inclusive College and we are proud of the success and achievements of our students and staff and the contribution that we make to our community. At the heart of our culture and ethos is our commitment to being a responsive, innovative and forward-thinking College and a thriving learning community. In order to realize this commitment in our day-to-day work, we have developed a framework of Compassionate Education, a concept which embraces high expectations and inclusive practice, seeks to apply the principles of equity, diversity and belonging in all we do, promotes the importance of positive mental health and wellbeing for all and advances our ambition to be an anti-racist organization. We are presently seeking a part-time Admissions Administrator to work as part of a busy Admissions Team, dealing with all aspects of student admissions and records. This includes interaction with students, staff and external agencies. The successful candidate will have good interpersonal skills and a working knowledge of MS Word and Excel. It would be desirable to have some experience of working within an educational environment. You should have excellent communication, organisational and interpersonal skills. The ability to pay attention to detail, work in a supportive manner and use initiative are equally important to the role In return we offer a wide range of staff benefits and the opportunity to work within a thriving learning community. Leyton Sixth Form College is an equal opportunities employer and is committed to diversifying the background of its workforce and welcomes applications regardless of sex, gender, race, age, sexuality, religion, belief or disability. We are currently unable to accept applications that require visa sponsorship. For further information about the role and how to apply, please visit the job vacancies page on our website via the button below: Please note that CVs will not be accepted for this role. For any queries about the role, or any reasonable adjustments required to enable you to apply, please email or call us on Closing date for applications Wednesday 8th April 2026. Interview date Monday 20th April 2026. Leyton Sixth Form College has a strong commitment to safeguarding students and safer recruitment. All posts are subject to enhanced DBS clearance.
Mar 23, 2026
Full time
Job Title: Admissions Administrator Reports to: Admissions Team Leader Salary: Main scale 5- £27,478 - £29,563 FTE (£16,486 - £17,737 Pro rata) Hours of work: Part time up to 21.6 hours per week including a Friday (remaining working days and hours to be agreed) Leyton Sixth Form College offers a wide range of A level and vocational courses to approximately 2,300 full-time 16-19-year-old students. We strive to provide high quality education and support to our students in fulfilling their academic potential and becoming thinking, questioning and caring members of society. We are an ambitious, diverse and inclusive College and we are proud of the success and achievements of our students and staff and the contribution that we make to our community. At the heart of our culture and ethos is our commitment to being a responsive, innovative and forward-thinking College and a thriving learning community. In order to realize this commitment in our day-to-day work, we have developed a framework of Compassionate Education, a concept which embraces high expectations and inclusive practice, seeks to apply the principles of equity, diversity and belonging in all we do, promotes the importance of positive mental health and wellbeing for all and advances our ambition to be an anti-racist organization. We are presently seeking a part-time Admissions Administrator to work as part of a busy Admissions Team, dealing with all aspects of student admissions and records. This includes interaction with students, staff and external agencies. The successful candidate will have good interpersonal skills and a working knowledge of MS Word and Excel. It would be desirable to have some experience of working within an educational environment. You should have excellent communication, organisational and interpersonal skills. The ability to pay attention to detail, work in a supportive manner and use initiative are equally important to the role In return we offer a wide range of staff benefits and the opportunity to work within a thriving learning community. Leyton Sixth Form College is an equal opportunities employer and is committed to diversifying the background of its workforce and welcomes applications regardless of sex, gender, race, age, sexuality, religion, belief or disability. We are currently unable to accept applications that require visa sponsorship. For further information about the role and how to apply, please visit the job vacancies page on our website via the button below: Please note that CVs will not be accepted for this role. For any queries about the role, or any reasonable adjustments required to enable you to apply, please email or call us on Closing date for applications Wednesday 8th April 2026. Interview date Monday 20th April 2026. Leyton Sixth Form College has a strong commitment to safeguarding students and safer recruitment. All posts are subject to enhanced DBS clearance.
Overview Reporting to: Chief of Staff Visa sponsorship: UK national or visa holder preferred, but not a dealbreaker. Background checks: Due to the non-partisan nature of the work we do with global governments and partners, all employees need to pass background checks, verifying your identity, education (if relevant), work history, sanctions, criminal record, adverse financial history, right to work, media and social media. You can expect to hear from us, no matter the outcome, by: 24th April 2026 Salary expectations: We aim for transparency on salary bands. If our range is misaligned with your expectations, we'd welcome an open conversation as early as possible. About Apolitical Apolitical's mission is to make governments smarter for people and the planet and we reach over 40 million public servants through our partnerships with governments globally. We are the largest global network for governments, used by 500,000+ public servants in 160 countries to find and share best practices and gain skills on critical topics from AI, to climate change, to emerging technologies. Role Apolitical is growing, and the demands on our leadership team are increasing as we expand our partnerships, product and commercial work globally. This is a high-trust role at the centre of our daily operations: you will serve as Executive Assistant primarily to our CEO with additional responsibility for supporting the CCO and CPO, and coordinating travel for several other members of the leadership team. Working closely with the Chief of Staff, you will exercise active judgment on priorities and access, anticipate needs before they are voiced, and ensure nothing falls through the cracks in a fast-moving, internationally-dispersed organisation. Alongside executive support, you will oversee the smooth running of our London office by coordinating facilities suppliers, supporting meetings and visitors, and ensuring the workplace operates effectively day to day. Remit Executive support Own the CEO's time and priorities, exercising confident judgment about what gets scheduled, what can wait, and how leadership bandwidth is deployed. Managing the CEO's calendar across time zones, protecting space for deep work and ensuring leadership bandwidth goes where it matters most Managing the CEO's inbox, triaging correspondence and drafting or preparing responses on their behalf Managing calendars for the CCO, CPO and other leadership team members when required, coordinating across time zones and competing priorities Scheduling and coordinating key internal and external meetings, including board sessions and leadership forums, with the judgment to know what each one needs to run well Anticipating and planning international travel end-to-end, coordinating with our travel management service and staying ahead of disruptions Staying two steps ahead on scheduling; resolving conflicts and adapting quickly when plans change Managing executive expenses with accuracy and discretion Office operations Oversee the operational coordination of our London office and act as the main point of contact for facilities suppliers. Managing relationships with facilities vendors and coordinating maintenance visits Managing office supplies, deliveries and equipment needs Preparing meeting rooms and arranging catering when required Welcoming and registering visitors to the office Supporting internal meetings and company gatherings where needed (incl. testing AV) Onboarding milestones Within one month, you will Build working relationships with the CEO, Chief of Staff and leadership team Become familiar with executive calendars, travel processes and internal tools Begin coordinating meetings and managing diary scheduling Understand the operational needs of the London office Within three months, you will Confidently manage the CEO's calendar and travel coordination Establish effective coordination rhythms with the leadership team Take ownership of office operations and vendor coordination Identify opportunities to improve coordination workflows or processes Within six months, you will Be the CEO and Chief of Staff's trusted partner, with full ownership of their time, priorities and access Proactively manage executive schedules and travel, anticipating and resolving issues before they surface Maintain a well-run and welcoming office environment Implement at least one improvement to executive coordination or office operations About you This is a great fit if you: Are a career Executive Assistant and take pride in the craft of executive support Have experience supporting C-level executives Are highly organised and able to manage complex schedules and logistics Stay calm and focused when plans change quickly Communicate clearly and professionally with a wide range of stakeholders Anticipate what the CEO and leadership team will need before they ask, bringing structure and order so commitments run smoothly even when plans change quickly Make confident, independent decisions in a fast-moving environment where priorities shift and there isn't always time to consult Take ownership of operational details and follow through reliably Handle sensitive and confidential information with discretion and sound judgment at all times This role is particularly well suited to people who have previously worked in fast-paced environments such as venture capital firms, consulting organisations, or technology scale-ups, where executives' schedules are busy, international and often change at short notice. This likely won't be the right role if you: Are looking to move out of executive support into another profession in the near future Are most comfortable when the work is clearly defined and doesn't require reading ahead Prefer highly predictable schedules and workloads Don't meet every single expectation? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. Apolitical is dedicated to building a diverse and inclusive workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. Application Process Apolitical uses Applied in our recruitment. Applied aims to overcome unconscious bias in recruiting. Instead of using your CV alone, we'll be asking you to answer questions to test skills needed for the role. The answers are then anonymised, and reviewed in a random order by members of our team. The Applied platform also asks some demographic questions before you start your application. These answers are never visible to the hiring team and don't affect your application in any way. We only see summary statistics to help us check if our candidate pool is balanced and if everyone has an equal chance to get hired irrespective of their background. If you prefer, you can easily opt out of answering these questions. Using AI in your application answers At Apolitical, we embrace new technologies and encourage the use of AI in our work. However, as AI becomes more prevalent, it can be difficult to distinguish between machine-generated content and the unique perspectives of candidates. We're excited to see how you use AI tools to structure and refine your answers, but we value your unique insights above all else. Ensure your application reflects your voice and how your skills align with our mission.
Mar 23, 2026
Full time
Overview Reporting to: Chief of Staff Visa sponsorship: UK national or visa holder preferred, but not a dealbreaker. Background checks: Due to the non-partisan nature of the work we do with global governments and partners, all employees need to pass background checks, verifying your identity, education (if relevant), work history, sanctions, criminal record, adverse financial history, right to work, media and social media. You can expect to hear from us, no matter the outcome, by: 24th April 2026 Salary expectations: We aim for transparency on salary bands. If our range is misaligned with your expectations, we'd welcome an open conversation as early as possible. About Apolitical Apolitical's mission is to make governments smarter for people and the planet and we reach over 40 million public servants through our partnerships with governments globally. We are the largest global network for governments, used by 500,000+ public servants in 160 countries to find and share best practices and gain skills on critical topics from AI, to climate change, to emerging technologies. Role Apolitical is growing, and the demands on our leadership team are increasing as we expand our partnerships, product and commercial work globally. This is a high-trust role at the centre of our daily operations: you will serve as Executive Assistant primarily to our CEO with additional responsibility for supporting the CCO and CPO, and coordinating travel for several other members of the leadership team. Working closely with the Chief of Staff, you will exercise active judgment on priorities and access, anticipate needs before they are voiced, and ensure nothing falls through the cracks in a fast-moving, internationally-dispersed organisation. Alongside executive support, you will oversee the smooth running of our London office by coordinating facilities suppliers, supporting meetings and visitors, and ensuring the workplace operates effectively day to day. Remit Executive support Own the CEO's time and priorities, exercising confident judgment about what gets scheduled, what can wait, and how leadership bandwidth is deployed. Managing the CEO's calendar across time zones, protecting space for deep work and ensuring leadership bandwidth goes where it matters most Managing the CEO's inbox, triaging correspondence and drafting or preparing responses on their behalf Managing calendars for the CCO, CPO and other leadership team members when required, coordinating across time zones and competing priorities Scheduling and coordinating key internal and external meetings, including board sessions and leadership forums, with the judgment to know what each one needs to run well Anticipating and planning international travel end-to-end, coordinating with our travel management service and staying ahead of disruptions Staying two steps ahead on scheduling; resolving conflicts and adapting quickly when plans change Managing executive expenses with accuracy and discretion Office operations Oversee the operational coordination of our London office and act as the main point of contact for facilities suppliers. Managing relationships with facilities vendors and coordinating maintenance visits Managing office supplies, deliveries and equipment needs Preparing meeting rooms and arranging catering when required Welcoming and registering visitors to the office Supporting internal meetings and company gatherings where needed (incl. testing AV) Onboarding milestones Within one month, you will Build working relationships with the CEO, Chief of Staff and leadership team Become familiar with executive calendars, travel processes and internal tools Begin coordinating meetings and managing diary scheduling Understand the operational needs of the London office Within three months, you will Confidently manage the CEO's calendar and travel coordination Establish effective coordination rhythms with the leadership team Take ownership of office operations and vendor coordination Identify opportunities to improve coordination workflows or processes Within six months, you will Be the CEO and Chief of Staff's trusted partner, with full ownership of their time, priorities and access Proactively manage executive schedules and travel, anticipating and resolving issues before they surface Maintain a well-run and welcoming office environment Implement at least one improvement to executive coordination or office operations About you This is a great fit if you: Are a career Executive Assistant and take pride in the craft of executive support Have experience supporting C-level executives Are highly organised and able to manage complex schedules and logistics Stay calm and focused when plans change quickly Communicate clearly and professionally with a wide range of stakeholders Anticipate what the CEO and leadership team will need before they ask, bringing structure and order so commitments run smoothly even when plans change quickly Make confident, independent decisions in a fast-moving environment where priorities shift and there isn't always time to consult Take ownership of operational details and follow through reliably Handle sensitive and confidential information with discretion and sound judgment at all times This role is particularly well suited to people who have previously worked in fast-paced environments such as venture capital firms, consulting organisations, or technology scale-ups, where executives' schedules are busy, international and often change at short notice. This likely won't be the right role if you: Are looking to move out of executive support into another profession in the near future Are most comfortable when the work is clearly defined and doesn't require reading ahead Prefer highly predictable schedules and workloads Don't meet every single expectation? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. Apolitical is dedicated to building a diverse and inclusive workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. Application Process Apolitical uses Applied in our recruitment. Applied aims to overcome unconscious bias in recruiting. Instead of using your CV alone, we'll be asking you to answer questions to test skills needed for the role. The answers are then anonymised, and reviewed in a random order by members of our team. The Applied platform also asks some demographic questions before you start your application. These answers are never visible to the hiring team and don't affect your application in any way. We only see summary statistics to help us check if our candidate pool is balanced and if everyone has an equal chance to get hired irrespective of their background. If you prefer, you can easily opt out of answering these questions. Using AI in your application answers At Apolitical, we embrace new technologies and encourage the use of AI in our work. However, as AI becomes more prevalent, it can be difficult to distinguish between machine-generated content and the unique perspectives of candidates. We're excited to see how you use AI tools to structure and refine your answers, but we value your unique insights above all else. Ensure your application reflects your voice and how your skills align with our mission.
Permanent - Full Time 37.5 Hours An exciting opportunity has arisen within our growing Refurbishment business for a Contracts Administrator to join a wider dynamic Partnership team in Doncaster. Reporting to the Project Manager, you will provide contract administration support for planned works and refurbishment projects click apply for full job details
Mar 23, 2026
Full time
Permanent - Full Time 37.5 Hours An exciting opportunity has arisen within our growing Refurbishment business for a Contracts Administrator to join a wider dynamic Partnership team in Doncaster. Reporting to the Project Manager, you will provide contract administration support for planned works and refurbishment projects click apply for full job details
Do you have a management accountant background and experience setting up a new company? And the current capacity to work two days a week for the next three months? This could be for you! Role: Fractional Financial Controller Location: Remote (needs home office) Engagement Type: Contract and part time (approximately 2 days a week for 8-12 weeks, with realistic likelihood of extension) Daily Rate: £400 to £500 Our client is a newly established entity undergoing a significant reorganisation and separation from its parent company. This standalone business will be funded from the same overarching Group it is spinning out of and requires a dedicated finance professional to establish its foundational financial and administrative infrastructure. We are seeking an experienced Contract Finance Manager to lead the "front-end" setup of the spun-out new business. This role is crucial for establishing the financial and administrative framework required for the new entity to operate independently. The ideal candidate will be a proactive, hands-on professional capable of navigating complex setup processes and ensuring compliance who also has a finance / accountancy background. While the role is largely remote, some initial on-site presence could be beneficial for fostering a strong working relationship. Fractional Financial Controller - Key Responsibilities: Entity Setup: Oversee and manage new company registraton. Handle VAT registration and corporation tax setup. Establish new bank accounts and finance facilities. Systems & Processes: Set up new payroll suppliers and related processes. Implement and configure Dynamics 365 Business Central (BC) or similar ERP systems. Develop and manage asset lists, including understanding and transferring asset values from Group to NewCo. Business Administration: Renegotiate lease agreements for new facilities. Establish new agreements with energy suppliers and other essential service providers. Manage various business administration tasks, including contract review and setup, beyond pure numerical accounting. Financial & Group Structure: Work within a group structure, demonstrating experience with intercompany recharges and transfers. Assist in initial cash flow management, understanding that funding will be provided from Group and NewCo will be initially loss making. Collaboration & Support: Work in conjunction with external solicitors and accountants on legal and tax aspects. Collaborate with existing staff, including on TUPE arrangements. Fractional Financial Controller - Required Skills & Experience: Proven experience in setting up a new business entity or guiding a business through administration and into a new legal entity. Strong understanding of "front-end" financial and administrative setup processes (e.g., registrations, bank accounts, supplier contracts). Experience with Dynamics 365 Business Central (BC) or Microsoft Dynamics NAV. Ability to handle a broad range of tasks, including both financial and business administration duties. Experience working within a group structure and managing intercompany transactions. Excellent communication and organisational skills. Ability to work independently and take initiative in a fast-paced environment. Comfortable with remote work arrangements. Fractional Financial Controller - Desirable Attributes: A proactive problem-solver who can identify and resolve challenges without extensive hand-holding. Experience with asset transfer and valuation between entities. Note: This role is focused on the initial setup phase. While ongoing management accounts and treasury functions will eventually be needed, this specific contract prioritises the foundational establishment of the NewCo and its separation from the Group entity.
Mar 23, 2026
Contractor
Do you have a management accountant background and experience setting up a new company? And the current capacity to work two days a week for the next three months? This could be for you! Role: Fractional Financial Controller Location: Remote (needs home office) Engagement Type: Contract and part time (approximately 2 days a week for 8-12 weeks, with realistic likelihood of extension) Daily Rate: £400 to £500 Our client is a newly established entity undergoing a significant reorganisation and separation from its parent company. This standalone business will be funded from the same overarching Group it is spinning out of and requires a dedicated finance professional to establish its foundational financial and administrative infrastructure. We are seeking an experienced Contract Finance Manager to lead the "front-end" setup of the spun-out new business. This role is crucial for establishing the financial and administrative framework required for the new entity to operate independently. The ideal candidate will be a proactive, hands-on professional capable of navigating complex setup processes and ensuring compliance who also has a finance / accountancy background. While the role is largely remote, some initial on-site presence could be beneficial for fostering a strong working relationship. Fractional Financial Controller - Key Responsibilities: Entity Setup: Oversee and manage new company registraton. Handle VAT registration and corporation tax setup. Establish new bank accounts and finance facilities. Systems & Processes: Set up new payroll suppliers and related processes. Implement and configure Dynamics 365 Business Central (BC) or similar ERP systems. Develop and manage asset lists, including understanding and transferring asset values from Group to NewCo. Business Administration: Renegotiate lease agreements for new facilities. Establish new agreements with energy suppliers and other essential service providers. Manage various business administration tasks, including contract review and setup, beyond pure numerical accounting. Financial & Group Structure: Work within a group structure, demonstrating experience with intercompany recharges and transfers. Assist in initial cash flow management, understanding that funding will be provided from Group and NewCo will be initially loss making. Collaboration & Support: Work in conjunction with external solicitors and accountants on legal and tax aspects. Collaborate with existing staff, including on TUPE arrangements. Fractional Financial Controller - Required Skills & Experience: Proven experience in setting up a new business entity or guiding a business through administration and into a new legal entity. Strong understanding of "front-end" financial and administrative setup processes (e.g., registrations, bank accounts, supplier contracts). Experience with Dynamics 365 Business Central (BC) or Microsoft Dynamics NAV. Ability to handle a broad range of tasks, including both financial and business administration duties. Experience working within a group structure and managing intercompany transactions. Excellent communication and organisational skills. Ability to work independently and take initiative in a fast-paced environment. Comfortable with remote work arrangements. Fractional Financial Controller - Desirable Attributes: A proactive problem-solver who can identify and resolve challenges without extensive hand-holding. Experience with asset transfer and valuation between entities. Note: This role is focused on the initial setup phase. While ongoing management accounts and treasury functions will eventually be needed, this specific contract prioritises the foundational establishment of the NewCo and its separation from the Group entity.
Ready to build your career in insurance?We're hiring an Operational Admin Assistant for a growing MGA in Manchester (3 days office / 2 WFH). Ideal for someone with office admin experience looking to take their first step into the industry.What you'll do: Support underwriting teams with submissions, renewals and endorsements Handle data entry, policy processing and document production Assist brokers, manage queries and maintain contacts Support credit control and follow up on outstanding itemsWhat we're looking for: Admin experience (insurance a plus) Strong attention to detail and organisation Good communication skills Confident using Excel/MS Office Salesforce/Optalitix exposure beneficialWhy apply? Join a growing MGA Gain exposure across multiple business lines Training and development opportunities Competitive benefitsApply or message to find out more.
Mar 23, 2026
Full time
Ready to build your career in insurance?We're hiring an Operational Admin Assistant for a growing MGA in Manchester (3 days office / 2 WFH). Ideal for someone with office admin experience looking to take their first step into the industry.What you'll do: Support underwriting teams with submissions, renewals and endorsements Handle data entry, policy processing and document production Assist brokers, manage queries and maintain contacts Support credit control and follow up on outstanding itemsWhat we're looking for: Admin experience (insurance a plus) Strong attention to detail and organisation Good communication skills Confident using Excel/MS Office Salesforce/Optalitix exposure beneficialWhy apply? Join a growing MGA Gain exposure across multiple business lines Training and development opportunities Competitive benefitsApply or message to find out more.
We are pleased to announce that we are expanding our North London Open Spaces Team. Ready to bring your organisational brilliance to some of the UK's most iconic green spaces? We're looking for an energetic, motivated, and highly capable Office Manager to lead our local business support operations and ensure the smooth, efficient, and compliant running of our service. This is a fantastic opportunity for someone who thrives in a complex, fast-moving environment and enjoys balancing strategic oversight with improving processes, strengthening systems, and bringing clarity and organisation to a fast paced service. About Us The City of London Corporation manages 11,000 acres (approximately 4,500 hectares) of land in and around London that is enjoyed by over 16 million visitors annually. Whilst there are small pockets of land within the Square Mile, the majority can be found elsewhere in London and the surrounding counties. The City Corporation acts as Trustee of 10 charities which, through their various objects, are responsible for the preservation in perpetuity of a large proportion of these award-winning open spaces. The Role As Office Manager, you will be the backbone of administrative excellence across NLOS. Reporting directly to the Superintendent, you'll oversee the full spectrum of business administration, financial processes, systems development, compliance, and internal coordination. You'll also lead a dynamic Support Services Team of six, helping to shape a high-performing, positive, and collaborative office culture. Your work will span everything from ensuring smooth and efficient daytoday operations, to supporting senior leadership with critical information, coordinating cross-departmental initiatives, and making sure NLOS remains aligned with City Corporation standards and procedures. This is an exciting and varied role for someone who enjoys problem-solving, streamlining systems, supporting staff, and helping a busy division deliver at its best. The Ideal Candidate You'll excel in this role if you are: Highly organised, proactive, and adaptable, with the confidence to juggle multiple priorities. A natural problem-solver, able to anticipate needs, implement improvements, and keep operations running smoothly. A strong communicator and collaborator, comfortable working with colleagues at all levels across multiple sites. Experienced in managing administrative systems and financial processes, ideally in a complex or multisite environment. A supportive and inspiring people manager, committed to developing others and fostering a positive team culture. Above all, you'll bring energy, adaptability, and a commitment to delivering highquality support across a busy and diverse service. Benefits Include: Competitive salary starting at £44,110 including inner London Weighting, depending on experience (with clear incremental progress points) 28 days' annual leave plus public holidays Pension scheme is operated in accordance with Local Government Pension Scheme Employee assistance programmes including mental wellbeing support Bicycle loan scheme Travel card scheme The City of London Corporation is currently undergoing a programme to ensure that our pay and reward practices are competitive and equitable across the whole organisation, to ensure that everyone has the opportunity to thrive in the work that we do.
Mar 23, 2026
Full time
We are pleased to announce that we are expanding our North London Open Spaces Team. Ready to bring your organisational brilliance to some of the UK's most iconic green spaces? We're looking for an energetic, motivated, and highly capable Office Manager to lead our local business support operations and ensure the smooth, efficient, and compliant running of our service. This is a fantastic opportunity for someone who thrives in a complex, fast-moving environment and enjoys balancing strategic oversight with improving processes, strengthening systems, and bringing clarity and organisation to a fast paced service. About Us The City of London Corporation manages 11,000 acres (approximately 4,500 hectares) of land in and around London that is enjoyed by over 16 million visitors annually. Whilst there are small pockets of land within the Square Mile, the majority can be found elsewhere in London and the surrounding counties. The City Corporation acts as Trustee of 10 charities which, through their various objects, are responsible for the preservation in perpetuity of a large proportion of these award-winning open spaces. The Role As Office Manager, you will be the backbone of administrative excellence across NLOS. Reporting directly to the Superintendent, you'll oversee the full spectrum of business administration, financial processes, systems development, compliance, and internal coordination. You'll also lead a dynamic Support Services Team of six, helping to shape a high-performing, positive, and collaborative office culture. Your work will span everything from ensuring smooth and efficient daytoday operations, to supporting senior leadership with critical information, coordinating cross-departmental initiatives, and making sure NLOS remains aligned with City Corporation standards and procedures. This is an exciting and varied role for someone who enjoys problem-solving, streamlining systems, supporting staff, and helping a busy division deliver at its best. The Ideal Candidate You'll excel in this role if you are: Highly organised, proactive, and adaptable, with the confidence to juggle multiple priorities. A natural problem-solver, able to anticipate needs, implement improvements, and keep operations running smoothly. A strong communicator and collaborator, comfortable working with colleagues at all levels across multiple sites. Experienced in managing administrative systems and financial processes, ideally in a complex or multisite environment. A supportive and inspiring people manager, committed to developing others and fostering a positive team culture. Above all, you'll bring energy, adaptability, and a commitment to delivering highquality support across a busy and diverse service. Benefits Include: Competitive salary starting at £44,110 including inner London Weighting, depending on experience (with clear incremental progress points) 28 days' annual leave plus public holidays Pension scheme is operated in accordance with Local Government Pension Scheme Employee assistance programmes including mental wellbeing support Bicycle loan scheme Travel card scheme The City of London Corporation is currently undergoing a programme to ensure that our pay and reward practices are competitive and equitable across the whole organisation, to ensure that everyone has the opportunity to thrive in the work that we do.
Job Title: Client Support Administrator Location: Wigston (Hybrid Working) Job Type: Permanent Salary: Upto £34,000 per annum +Benefits Are you a highly organised administrator who enjoys delivering outstanding client service? Do you thrive in a fast-paced professional environment where attention to detail and strong relationships really matter? A well-established and respected wealth management firm is looking for a Client Support Administrator to join their friendly and collaborative team. This organisation has spent decades helping clients build financial security and confidence in their future. Their approach centres around building trusted relationships, delivering tailored financial solutions, and providing exceptional client experiences. If you enjoy supporting professionals, managing processes efficiently and ensuring everything runs smoothly behind the scenes, this could be the perfect opportunity. The Role As Client Support Administrator, you will play a vital role in ensuring the smooth running of the client journey. You will be the first point of contact for clients and providers, supporting advisers with administrative processes while ensuring regulatory requirements are met at every stage. Working closely with advisers and the wider support team, you will help deliver a high-quality service that keeps clients informed, supported and confident in their financial affairs. Key Responsibilities Processing new business applications and ensuring they are set up correctly Completing research, trades and fund switches when required Liaising with product providers and financial institutions Supporting advisers with valuations, client reviews and servicing transfers Acting as a key link between advisers and clients to keep all parties informed Maintaining accurate client records and ensuring compliance standards are met Providing post-meeting administrative support for advisers Managing general administrative tasks such as scanning, filing and preparing documentation Supporting process improvements and contributing to internal projects Continuously developing technical knowledge and keeping up to date with industry changes What We're Looking For Essential Skills Strong organisational and prioritisation skills Excellent attention to detail and accuracy Strong IT and data management skills Ability to manage multiple tasks and deadlines Excellent relationship-building skills with clients and colleagues Desirable Experience Experience working within a financial advisory or wealth management environment Knowledge of financial products and industry processes Certificate in Financial Administration (or equivalent) Experience using Intelliflo Office or similar CRM systems Benefits & Rewards Competitive salary Workplace pension scheme (5% employer / 3% employee equivalent) 23 days holiday + public holidays Option to buy or sell up to 5 days holiday per year Private medical insurance after probation Hybrid working - up to 1 day per week from home Funding and support for professional development Discounts on company services Employee referral scheme Why Join? This is an opportunity to join a values-driven wealth management firm where teamwork, trust and professionalism are at the heart of everything they do. You'll be part of a supportive environment that values career development, collaboration and delivering exceptional outcomes for clients.
Mar 23, 2026
Full time
Job Title: Client Support Administrator Location: Wigston (Hybrid Working) Job Type: Permanent Salary: Upto £34,000 per annum +Benefits Are you a highly organised administrator who enjoys delivering outstanding client service? Do you thrive in a fast-paced professional environment where attention to detail and strong relationships really matter? A well-established and respected wealth management firm is looking for a Client Support Administrator to join their friendly and collaborative team. This organisation has spent decades helping clients build financial security and confidence in their future. Their approach centres around building trusted relationships, delivering tailored financial solutions, and providing exceptional client experiences. If you enjoy supporting professionals, managing processes efficiently and ensuring everything runs smoothly behind the scenes, this could be the perfect opportunity. The Role As Client Support Administrator, you will play a vital role in ensuring the smooth running of the client journey. You will be the first point of contact for clients and providers, supporting advisers with administrative processes while ensuring regulatory requirements are met at every stage. Working closely with advisers and the wider support team, you will help deliver a high-quality service that keeps clients informed, supported and confident in their financial affairs. Key Responsibilities Processing new business applications and ensuring they are set up correctly Completing research, trades and fund switches when required Liaising with product providers and financial institutions Supporting advisers with valuations, client reviews and servicing transfers Acting as a key link between advisers and clients to keep all parties informed Maintaining accurate client records and ensuring compliance standards are met Providing post-meeting administrative support for advisers Managing general administrative tasks such as scanning, filing and preparing documentation Supporting process improvements and contributing to internal projects Continuously developing technical knowledge and keeping up to date with industry changes What We're Looking For Essential Skills Strong organisational and prioritisation skills Excellent attention to detail and accuracy Strong IT and data management skills Ability to manage multiple tasks and deadlines Excellent relationship-building skills with clients and colleagues Desirable Experience Experience working within a financial advisory or wealth management environment Knowledge of financial products and industry processes Certificate in Financial Administration (or equivalent) Experience using Intelliflo Office or similar CRM systems Benefits & Rewards Competitive salary Workplace pension scheme (5% employer / 3% employee equivalent) 23 days holiday + public holidays Option to buy or sell up to 5 days holiday per year Private medical insurance after probation Hybrid working - up to 1 day per week from home Funding and support for professional development Discounts on company services Employee referral scheme Why Join? This is an opportunity to join a values-driven wealth management firm where teamwork, trust and professionalism are at the heart of everything they do. You'll be part of a supportive environment that values career development, collaboration and delivering exceptional outcomes for clients.
Pertemps Network Group are delighted to be assisting a reputable housing provider in the appointment of a Housing Solutions Assistant to join their busy Housing Solutions Triage Team. Location: London (Hybrid Working) Contract: Temporary Working Pattern: Hybrid - 2-3 days per week in the office Rate: £21.00 -£21.53 per hour PAYE Compliance: DBS Required This is an excellent opportunity to join a fast-paced front-line housing environment, supporting residents with housing enquiries and assisting the delivery of statutory housing services. Role Overview The Housing Solutions Assistant will act as a key point of contact within the Housing Solutions Service, delivering front-line advice and administrative support to residents, internal teams, and external agencies. The postholder will support statutory housing functions, including Housing Register applications, legal reviews, and homelessness-related enquiries, ensuring services are delivered efficiently and in line with relevant housing legislation. This role is ideally suited to candidates with experience within housing services, allocations, homelessness, or customer-facing local authority environments. Key Responsibilities Act as the first point of contact for residents via telephone, email, and face-to-face enquiries Provide accurate housing advice and information, identifying customer needs and directing enquiries appropriately Assess and administer Housing Register applications in line with Part VI of the Housing Act Manage shared inboxes and respond to enquiries from residents, third parties, and partner organisations Support statutory housing reviews , including case research and liaison with legal teams and solicitors Maintain accurate case records on housing management systems such as Locata, I-World, or EDMS Validate and process invoices, supporting financial administration within the service Assist with complaints, MP enquiries, Ombudsman cases, and Subject Access Requests Prepare and maintain housing files in support of review requests and legal processes Register housing reviews under relevant legislation and allocate cases to officers Coordinate appointments, translation services, and referrals to specialist teams Monitor incoming post, maintain records, and ensure documentation is stored accurately Support the development of customer information materials and service communications Assist in the production of performance reports, briefings, and administrative records Ensure compliance with internal policies, procedures, and statutory requirements About You To be successful in this role, candidates should demonstrate: Previous experience working within a housing, homelessness, or local authority environment Knowledge or understanding of Part VI and Part VII of the Housing Act (desirable) Strong customer service skills with experience managing high-volume enquiries Ability to prioritise workloads and meet deadlines in a fast-paced environment Strong administrative and organisational skills Experience maintaining accurate records and working with databases Excellent verbal and written communication skills Ability to work effectively as part of a team Good IT skills, including Microsoft Office and housing systems A housing qualification would be advantageous but is not essential Why Apply? Opportunity to gain experience within a busy Housing Solutions Service Work within a supportive and collaborative team environment Exposure to statutory housing processes and housing legislation Hybrid working available Potential for contract extension Apply Now, If you are interested in this opportunity, please apply with your most up-to-date CV.
Mar 23, 2026
Full time
Pertemps Network Group are delighted to be assisting a reputable housing provider in the appointment of a Housing Solutions Assistant to join their busy Housing Solutions Triage Team. Location: London (Hybrid Working) Contract: Temporary Working Pattern: Hybrid - 2-3 days per week in the office Rate: £21.00 -£21.53 per hour PAYE Compliance: DBS Required This is an excellent opportunity to join a fast-paced front-line housing environment, supporting residents with housing enquiries and assisting the delivery of statutory housing services. Role Overview The Housing Solutions Assistant will act as a key point of contact within the Housing Solutions Service, delivering front-line advice and administrative support to residents, internal teams, and external agencies. The postholder will support statutory housing functions, including Housing Register applications, legal reviews, and homelessness-related enquiries, ensuring services are delivered efficiently and in line with relevant housing legislation. This role is ideally suited to candidates with experience within housing services, allocations, homelessness, or customer-facing local authority environments. Key Responsibilities Act as the first point of contact for residents via telephone, email, and face-to-face enquiries Provide accurate housing advice and information, identifying customer needs and directing enquiries appropriately Assess and administer Housing Register applications in line with Part VI of the Housing Act Manage shared inboxes and respond to enquiries from residents, third parties, and partner organisations Support statutory housing reviews , including case research and liaison with legal teams and solicitors Maintain accurate case records on housing management systems such as Locata, I-World, or EDMS Validate and process invoices, supporting financial administration within the service Assist with complaints, MP enquiries, Ombudsman cases, and Subject Access Requests Prepare and maintain housing files in support of review requests and legal processes Register housing reviews under relevant legislation and allocate cases to officers Coordinate appointments, translation services, and referrals to specialist teams Monitor incoming post, maintain records, and ensure documentation is stored accurately Support the development of customer information materials and service communications Assist in the production of performance reports, briefings, and administrative records Ensure compliance with internal policies, procedures, and statutory requirements About You To be successful in this role, candidates should demonstrate: Previous experience working within a housing, homelessness, or local authority environment Knowledge or understanding of Part VI and Part VII of the Housing Act (desirable) Strong customer service skills with experience managing high-volume enquiries Ability to prioritise workloads and meet deadlines in a fast-paced environment Strong administrative and organisational skills Experience maintaining accurate records and working with databases Excellent verbal and written communication skills Ability to work effectively as part of a team Good IT skills, including Microsoft Office and housing systems A housing qualification would be advantageous but is not essential Why Apply? Opportunity to gain experience within a busy Housing Solutions Service Work within a supportive and collaborative team environment Exposure to statutory housing processes and housing legislation Hybrid working available Potential for contract extension Apply Now, If you are interested in this opportunity, please apply with your most up-to-date CV.
HR Administrator Full Time 37.5 Hours. Bradley Stoke Benefits: Flexitime Referral programme Company pension Work-from-home options On-site parking About the Role An established and growing professional services organisation in is seeking a highly organised and proactive HR Administrator to join its dedicated HR team. This role is ideal for someone with strong attention to detail, excellent communication skills, and a genuine interest in building a career in human resources. You will play a vital role in supporting HR operations, maintaining accurate employee data, managing HR systems, and ensuring that colleagues receive a seamless and professional HR service throughout their employment lifecycle. For the right candidate, the organisation is also open to supporting CIPD study . If you're ambitious, resilient, and committed to delivering high-quality HR support, we'd love to hear from you. Key Responsibilities HR Administration Maintain accurate and up-to-date HR records throughout the full employee lifecycle. Support the onboarding process, including preparing documentation and coordinating mandatory training. Assist with payroll administration, ensuring joiners, leavers, and changes are processed accurately. Collect and analyse feedback from exit interviews and other touchpoints to support continuous improvement. Monitor and update HR databases, including sickness, maternity/paternity information, and other key metrics. Ensure all HR documentation and file management complies with GDPR requirements. Complete Right-to-Work checks in line with current legislation. Act as the first point of contact for day-to-day HR queries. Support recruitment activity including posting vacancies, scheduling interviews, and conducting reference checks. Assist with coordinating training sessions and maintaining training records. Provide general administrative and project support to the HR Operations Manager and wider leadership team as needed. What We're Looking For Strong organisational and administrative skills High attention to detail Excellent communication skills A proactive, adaptable, and people-focused approach Interest in pursuing a career in HR
Mar 22, 2026
Full time
HR Administrator Full Time 37.5 Hours. Bradley Stoke Benefits: Flexitime Referral programme Company pension Work-from-home options On-site parking About the Role An established and growing professional services organisation in is seeking a highly organised and proactive HR Administrator to join its dedicated HR team. This role is ideal for someone with strong attention to detail, excellent communication skills, and a genuine interest in building a career in human resources. You will play a vital role in supporting HR operations, maintaining accurate employee data, managing HR systems, and ensuring that colleagues receive a seamless and professional HR service throughout their employment lifecycle. For the right candidate, the organisation is also open to supporting CIPD study . If you're ambitious, resilient, and committed to delivering high-quality HR support, we'd love to hear from you. Key Responsibilities HR Administration Maintain accurate and up-to-date HR records throughout the full employee lifecycle. Support the onboarding process, including preparing documentation and coordinating mandatory training. Assist with payroll administration, ensuring joiners, leavers, and changes are processed accurately. Collect and analyse feedback from exit interviews and other touchpoints to support continuous improvement. Monitor and update HR databases, including sickness, maternity/paternity information, and other key metrics. Ensure all HR documentation and file management complies with GDPR requirements. Complete Right-to-Work checks in line with current legislation. Act as the first point of contact for day-to-day HR queries. Support recruitment activity including posting vacancies, scheduling interviews, and conducting reference checks. Assist with coordinating training sessions and maintaining training records. Provide general administrative and project support to the HR Operations Manager and wider leadership team as needed. What We're Looking For Strong organisational and administrative skills High attention to detail Excellent communication skills A proactive, adaptable, and people-focused approach Interest in pursuing a career in HR
An exciting and exclusive opportunity has become available with a newly established, London based, Single-Family Office who are looking for an experienced Senior Executive/Personal Assistant to join their team. This role will be supporting and representing an UHNW Family and requires a highly organized, proactive professional who can anticipate needs, manage complex logistics, and ensure seamless day-to-day operations across personal, household, business and travel activities. Key Responsibilities Comprehensive Support: Provide direct assistance to the Principals, acting as their primary point of contact and representative in day-to-day matters. Travel Coordination: Arrange complex travel itineraries including commercial and private flights, hotel accommodations, ground transportation, and yacht scheduling. Schedule Management: Maintain and update the Principals' calendars, ensuring all appointments, meetings, and events are accurately scheduled and communicated in a timely manner. Event Planning: Support the planning, coordination, and execution of social and private events, managing guest lists, logistics, and vendor relations. Errands & Personal Shopping: Run errands, establish and maintain relationships with boutiques and service providers, manage orders, deliveries, and returns. Medical Coordination: Schedule and manage all medical appointments, prescriptions, insurance claims, and related documentation for the Family. Records & Administration: Establish and maintain organized digital and physical filing systems for the Family's personal information, properties, and household operations. Household Operations: Act as the point person for creating and updating house manuals, procedures, maintenance schedules, and cost tracking. Staff & Vendor Liaison: Coordinate with household staff, vendors, and the Family Office to ensure smooth operations and communication. Project Management: Collaborate with the Operations Director and assist with special projects and initiatives as assigned by the Principals. Inventory Oversight: Assist with inventory management across residences and storage facilities. Confidentiality: Handle sensitive and confidential information with absolute discretion and professionalism. Requirements Considerable experience providing high-level administrative or personal support to ultra-high-net-worth individuals. Polite, poised, and personable demeanour with exceptional interpersonal and communication skills. Demonstrated integrity, confidentiality, and trustworthiness always. Action-oriented, composed, and committed to the highest standard of performance and presentation. Anticipates needs, identifies opportunities, and proposes effective solutions. Exceptional accuracy and organization in all tasks. Comfortable handling both executive and practical responsibilities. Ability to manage competing priorities and adapt to changing schedules. Collaborative and adaptable within a small, high-performing team environment. Remuneration will be commensurate with the duties and demands of the role and the experience of the candidate. If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV
Mar 22, 2026
Full time
An exciting and exclusive opportunity has become available with a newly established, London based, Single-Family Office who are looking for an experienced Senior Executive/Personal Assistant to join their team. This role will be supporting and representing an UHNW Family and requires a highly organized, proactive professional who can anticipate needs, manage complex logistics, and ensure seamless day-to-day operations across personal, household, business and travel activities. Key Responsibilities Comprehensive Support: Provide direct assistance to the Principals, acting as their primary point of contact and representative in day-to-day matters. Travel Coordination: Arrange complex travel itineraries including commercial and private flights, hotel accommodations, ground transportation, and yacht scheduling. Schedule Management: Maintain and update the Principals' calendars, ensuring all appointments, meetings, and events are accurately scheduled and communicated in a timely manner. Event Planning: Support the planning, coordination, and execution of social and private events, managing guest lists, logistics, and vendor relations. Errands & Personal Shopping: Run errands, establish and maintain relationships with boutiques and service providers, manage orders, deliveries, and returns. Medical Coordination: Schedule and manage all medical appointments, prescriptions, insurance claims, and related documentation for the Family. Records & Administration: Establish and maintain organized digital and physical filing systems for the Family's personal information, properties, and household operations. Household Operations: Act as the point person for creating and updating house manuals, procedures, maintenance schedules, and cost tracking. Staff & Vendor Liaison: Coordinate with household staff, vendors, and the Family Office to ensure smooth operations and communication. Project Management: Collaborate with the Operations Director and assist with special projects and initiatives as assigned by the Principals. Inventory Oversight: Assist with inventory management across residences and storage facilities. Confidentiality: Handle sensitive and confidential information with absolute discretion and professionalism. Requirements Considerable experience providing high-level administrative or personal support to ultra-high-net-worth individuals. Polite, poised, and personable demeanour with exceptional interpersonal and communication skills. Demonstrated integrity, confidentiality, and trustworthiness always. Action-oriented, composed, and committed to the highest standard of performance and presentation. Anticipates needs, identifies opportunities, and proposes effective solutions. Exceptional accuracy and organization in all tasks. Comfortable handling both executive and practical responsibilities. Ability to manage competing priorities and adapt to changing schedules. Collaborative and adaptable within a small, high-performing team environment. Remuneration will be commensurate with the duties and demands of the role and the experience of the candidate. If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV
The Recruiter Specialists Group Ltd
Chelmsford, Essex
Working within this progressive Insurer who are continually looking to attract experienced professionals within the Insurance Market A great opportunity for someone to be in a pivotal position which is evolving combined with a very engaging team environment. Offering support in personal development and career aspirations. Duties Providing support to the Underwriting team in ensuring premiums are paid within any terms of credit, including for example: Prepare weekly premium collections via direct debit Carry out weekly reconciliation of accounts system to insurer system Handle premium payment enquiries. Prepare and send broker statements Chase premium payments and direct debits due from insured and brokers Reduce outstanding historical debt Assist in optimising processes to ensure effective and efficient transaction processing Ensure daily and monthly targets are met. Act as liaison with broker and insured account departments. Prepare premium payment reports based on premium allocation. Work closely with internal accounting function to reconcile accounts. Provide administrative support to the fleet team on an ad-hoc basis during periods of reduced workload or increased team capacity Experience and Skills A good experience of credit control and debtor management within an insurance environment. Proficient communication skills. Experience in reconciling bank accounts. Experience of using insurance or accounts packages. IT literate - to include Microsoft Word, Outlook, Excel. Basic understanding and knowledge of insurance products. Salary is competitive to attract the right individual, and an excellent benefits package. If you feel you have the relevant skills and background then please submit your CV for consideration. The Recruiter Insurance Specialists are acting as a Recruitment Agency
Mar 22, 2026
Full time
Working within this progressive Insurer who are continually looking to attract experienced professionals within the Insurance Market A great opportunity for someone to be in a pivotal position which is evolving combined with a very engaging team environment. Offering support in personal development and career aspirations. Duties Providing support to the Underwriting team in ensuring premiums are paid within any terms of credit, including for example: Prepare weekly premium collections via direct debit Carry out weekly reconciliation of accounts system to insurer system Handle premium payment enquiries. Prepare and send broker statements Chase premium payments and direct debits due from insured and brokers Reduce outstanding historical debt Assist in optimising processes to ensure effective and efficient transaction processing Ensure daily and monthly targets are met. Act as liaison with broker and insured account departments. Prepare premium payment reports based on premium allocation. Work closely with internal accounting function to reconcile accounts. Provide administrative support to the fleet team on an ad-hoc basis during periods of reduced workload or increased team capacity Experience and Skills A good experience of credit control and debtor management within an insurance environment. Proficient communication skills. Experience in reconciling bank accounts. Experience of using insurance or accounts packages. IT literate - to include Microsoft Word, Outlook, Excel. Basic understanding and knowledge of insurance products. Salary is competitive to attract the right individual, and an excellent benefits package. If you feel you have the relevant skills and background then please submit your CV for consideration. The Recruiter Insurance Specialists are acting as a Recruitment Agency
HR ADMINISTRATOR An exciting opportunity to enter the HR field within a leading university in the arts sector in London! HR ADMINISTRATOR ROLE: Ensuring accurate production of all payroll activities, in line with payroll cut-off dates Accurately processing information on the HR system for starters and leavers Acting as the first line for payroll queries, working with the payroll team in finance to support managers and staff with queries Ensuring the HR system is updated with all staff changes, working monthly with the HR team to quality check data Monitoring the HR email inbox and responding to queries, monitoring issues and escalating patterns Arranging interviews and preparing relevant paperwork Ensuring the online recruitment system and relevant spreadsheets are updated in a timely and organised manner Tracking all recruitment campaigns and reporting weekly on deadlines so that the team is aware of cross-college campaigns Managing pre-employment checks through an online portal, monitoring daily to ensure completion in line with agreed timeframes Organising and supporting in arranging inductions, ensuring all communication is sent to staff in a timely manner Ensuring all e-learning modules are sent to staff as per the agreed timeframes, monitoring completion and following up accordingly Working with the HR team to develop the use of systems and continuous improvement of employee onboarding Completing other ad hoc tasks HR ADMINISTRATOR ESSENTIALS: Minimum 12 months in a customer service role The ability to interact and engage with people face-to-face Experience working in an office If you feel that you fit the above criteria then please apply today by submitting your CV to us. Please note due to the high volume of applications that we receive only successful applicants will be contacted. For information on how we process personal information please refer to our website: How We Use Your Personal Information. At Australasian Recruitment Company we are committed to an Equal Opportunities policy and make employment decisions by matching business needs with the skills and experience of candidates, irrespective of age, disability (including hidden disabilities) gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation .
Mar 22, 2026
Full time
HR ADMINISTRATOR An exciting opportunity to enter the HR field within a leading university in the arts sector in London! HR ADMINISTRATOR ROLE: Ensuring accurate production of all payroll activities, in line with payroll cut-off dates Accurately processing information on the HR system for starters and leavers Acting as the first line for payroll queries, working with the payroll team in finance to support managers and staff with queries Ensuring the HR system is updated with all staff changes, working monthly with the HR team to quality check data Monitoring the HR email inbox and responding to queries, monitoring issues and escalating patterns Arranging interviews and preparing relevant paperwork Ensuring the online recruitment system and relevant spreadsheets are updated in a timely and organised manner Tracking all recruitment campaigns and reporting weekly on deadlines so that the team is aware of cross-college campaigns Managing pre-employment checks through an online portal, monitoring daily to ensure completion in line with agreed timeframes Organising and supporting in arranging inductions, ensuring all communication is sent to staff in a timely manner Ensuring all e-learning modules are sent to staff as per the agreed timeframes, monitoring completion and following up accordingly Working with the HR team to develop the use of systems and continuous improvement of employee onboarding Completing other ad hoc tasks HR ADMINISTRATOR ESSENTIALS: Minimum 12 months in a customer service role The ability to interact and engage with people face-to-face Experience working in an office If you feel that you fit the above criteria then please apply today by submitting your CV to us. Please note due to the high volume of applications that we receive only successful applicants will be contacted. For information on how we process personal information please refer to our website: How We Use Your Personal Information. At Australasian Recruitment Company we are committed to an Equal Opportunities policy and make employment decisions by matching business needs with the skills and experience of candidates, irrespective of age, disability (including hidden disabilities) gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation .
A rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team in Bristol. This is an excellent opportunity for someone with financial services administration experience who wants to develop their career within a modern, high-growth firm with the stability of strong financial backing. You will play a key role supporting Financial Advisers and Paraplanners, helping deliver a first-class service to clients, while ensuring the advice process runs smoothly and efficiently. The role offers hybrid working, 3 days in the office, 2 from home and the opportunity to join a collaborative, supportive team where development and career progression are actively encouraged. The Role Working closely with Financial Advisers, you will provide comprehensive administrative support to ensure client reviews, recommendations and new business submissions are completed efficiently and in line with regulatory requirements. You will be responsible for maintaining accurate client records, preparing documentation for client meetings and liaising with providers to obtain key information. This is a varied and important role that sits at the heart of the client advice process, offering exposure to multiple aspects of financial planning and wealth management. Key Responsibilities Preparing advisers for client review meetings by ensuring all client and plan information is up to date Liaising with providers to obtain policy and plan information and updating internal systems Producing client valuation reports and review documentation Preparing meeting packs including research, key documents and supporting information Supporting advisers with new business submissions and case processing Liaising with providers to obtain and chase required information Handling client and provider enquiries via phone and email Maintaining accurate client records and documentation Working collaboratively with advisers and support teams to ensure an excellent client experience What We're Looking For At least 12 months' experience in an IFA administration or Financial Services support role Understanding of the financial advice process Good product knowledge of pensions, investments and protection Strong organisational skills and attention to detail Excellent communication skills, both written and verbal Comfortable working with internal systems and financial platforms A proactive attitude with a genuine interest in developing within financial services Why Join? This is a fantastic opportunity to join a dynamic team, where employees are supported, valued and encouraged to progress. Benefits include: Competitive salary Hybrid working, 3 days office & 2 days home Private medical insurance Private pension 25 days holiday plus option to buy additional days Discretionary performance bonus Life assurance and health cash plan Employee Assistance Additional flexible benefits This role would suit an IFA Administrator looking to join a progressive, well known national business, where your knowledge base whilst being part of a supportive team with long-term career prospects. Opportunities to progress, if desired, can all be discussed further on application such as Paraplanning and beyond. Support for industry exams etc are fully funded. Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates. Please apply to us here at Recruit Wealth for an immediate response.
Mar 22, 2026
Full time
A rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team in Bristol. This is an excellent opportunity for someone with financial services administration experience who wants to develop their career within a modern, high-growth firm with the stability of strong financial backing. You will play a key role supporting Financial Advisers and Paraplanners, helping deliver a first-class service to clients, while ensuring the advice process runs smoothly and efficiently. The role offers hybrid working, 3 days in the office, 2 from home and the opportunity to join a collaborative, supportive team where development and career progression are actively encouraged. The Role Working closely with Financial Advisers, you will provide comprehensive administrative support to ensure client reviews, recommendations and new business submissions are completed efficiently and in line with regulatory requirements. You will be responsible for maintaining accurate client records, preparing documentation for client meetings and liaising with providers to obtain key information. This is a varied and important role that sits at the heart of the client advice process, offering exposure to multiple aspects of financial planning and wealth management. Key Responsibilities Preparing advisers for client review meetings by ensuring all client and plan information is up to date Liaising with providers to obtain policy and plan information and updating internal systems Producing client valuation reports and review documentation Preparing meeting packs including research, key documents and supporting information Supporting advisers with new business submissions and case processing Liaising with providers to obtain and chase required information Handling client and provider enquiries via phone and email Maintaining accurate client records and documentation Working collaboratively with advisers and support teams to ensure an excellent client experience What We're Looking For At least 12 months' experience in an IFA administration or Financial Services support role Understanding of the financial advice process Good product knowledge of pensions, investments and protection Strong organisational skills and attention to detail Excellent communication skills, both written and verbal Comfortable working with internal systems and financial platforms A proactive attitude with a genuine interest in developing within financial services Why Join? This is a fantastic opportunity to join a dynamic team, where employees are supported, valued and encouraged to progress. Benefits include: Competitive salary Hybrid working, 3 days office & 2 days home Private medical insurance Private pension 25 days holiday plus option to buy additional days Discretionary performance bonus Life assurance and health cash plan Employee Assistance Additional flexible benefits This role would suit an IFA Administrator looking to join a progressive, well known national business, where your knowledge base whilst being part of a supportive team with long-term career prospects. Opportunities to progress, if desired, can all be discussed further on application such as Paraplanning and beyond. Support for industry exams etc are fully funded. Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates. Please apply to us here at Recruit Wealth for an immediate response.
An established and growing wealth management business is looking to appoint an Associate Wealth Planner to join its Cambridge-based Wealth Planning team. This role is ideally suited to an experienced Paraplanner who is looking for a structured and supported pathway into an advisory position over time. The role combines paraplanning, client support and entry-level planning responsibilities, working closely alongside a Senior Planner. The Role The Associate Wealth Planner role is designed as an interim step toward becoming a fully-fledged Financial Planner, subject to development, competence and qualifications. Responsibilities will include: Working closely with a Senior Planner to support client relationships and ongoing servicing Delivering less complex advice (e.g. annual reviews, ISAs and pension top-ups) once authorised and appropriately certificated Undertaking detailed technical research to support holistic advice across investments, pensions, protection and tax planning Preparing suitability reports and client communications that are clear, fair and not misleading Producing cashflow modelling and calculations to support client recommendations Identifying potential future advice needs and raising these with the Planner Supporting paraplanning activity across the wider team where required Assisting with wealth planning administration including new business processing, client onboarding, valuations, XPlan updates and general client queries Ensuring all work is completed in line with FCA, SMCR, T&C and internal regulatory standards Alongside technical delivery, the role supports the development of client relationship skills, commercial awareness and a future advisory mindset. Candidate Profile Minimum RQF Level 4 qualified (CII or equivalent) 3-5 years' paraplanning experience Strong technical knowledge of FCA-regulated financial planning advice Experience producing suitability reports, research and cashflow modelling Confident working closely with advisers and supporting good client outcomes Keen to progress into an advisory role within a structured T&C framework Full support is provided toward Level 6 / Chartered status, subject to development and performance. Package & Benefits Salary £45,000-£60,000 (depending on experience) Bonus and excellent benefits package Hybrid working following probation Clear progression pathway into an Advisory role or senior wealth planning positions This is an excellent opportunity for a capable and ambitious Paraplanner looking to take the next step toward advice within a growing, well-supported wealth planning environment.
Mar 22, 2026
Full time
An established and growing wealth management business is looking to appoint an Associate Wealth Planner to join its Cambridge-based Wealth Planning team. This role is ideally suited to an experienced Paraplanner who is looking for a structured and supported pathway into an advisory position over time. The role combines paraplanning, client support and entry-level planning responsibilities, working closely alongside a Senior Planner. The Role The Associate Wealth Planner role is designed as an interim step toward becoming a fully-fledged Financial Planner, subject to development, competence and qualifications. Responsibilities will include: Working closely with a Senior Planner to support client relationships and ongoing servicing Delivering less complex advice (e.g. annual reviews, ISAs and pension top-ups) once authorised and appropriately certificated Undertaking detailed technical research to support holistic advice across investments, pensions, protection and tax planning Preparing suitability reports and client communications that are clear, fair and not misleading Producing cashflow modelling and calculations to support client recommendations Identifying potential future advice needs and raising these with the Planner Supporting paraplanning activity across the wider team where required Assisting with wealth planning administration including new business processing, client onboarding, valuations, XPlan updates and general client queries Ensuring all work is completed in line with FCA, SMCR, T&C and internal regulatory standards Alongside technical delivery, the role supports the development of client relationship skills, commercial awareness and a future advisory mindset. Candidate Profile Minimum RQF Level 4 qualified (CII or equivalent) 3-5 years' paraplanning experience Strong technical knowledge of FCA-regulated financial planning advice Experience producing suitability reports, research and cashflow modelling Confident working closely with advisers and supporting good client outcomes Keen to progress into an advisory role within a structured T&C framework Full support is provided toward Level 6 / Chartered status, subject to development and performance. Package & Benefits Salary £45,000-£60,000 (depending on experience) Bonus and excellent benefits package Hybrid working following probation Clear progression pathway into an Advisory role or senior wealth planning positions This is an excellent opportunity for a capable and ambitious Paraplanner looking to take the next step toward advice within a growing, well-supported wealth planning environment.
Senior Administrator/Practice Manager (SJP experienced required) Work on a 1-2-1 basis with the Managing Director Offices near Sutton (Surrey) £35k - £40k basic salary plus bonus My client are a boutique wealth planning firm with offices near Sutton (Surrey) who offer financial advice to high income accumulators, local families and SME owners based across London, Surrey and Sussex. In their current setup they manage the affairs of 160 clients giving advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. The Managing Director is creating a brand-new role for an experienced Financial Administrator with SJP experience who will be responsible for conducting end to end administration and supporting the Managing Director on a 1-2-1 basis with all his affairs. You will be compiling very basic suitability letters and pre-meeting documentation, onboarding new clients, updating the CRM system and ensuring a smooth back office function. This role is suitable for a candidate with at least 1 year of wealth management administration experience within SJP. If this role sounds of interest or any other roles I am working on please get in touch.
Mar 22, 2026
Full time
Senior Administrator/Practice Manager (SJP experienced required) Work on a 1-2-1 basis with the Managing Director Offices near Sutton (Surrey) £35k - £40k basic salary plus bonus My client are a boutique wealth planning firm with offices near Sutton (Surrey) who offer financial advice to high income accumulators, local families and SME owners based across London, Surrey and Sussex. In their current setup they manage the affairs of 160 clients giving advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. The Managing Director is creating a brand-new role for an experienced Financial Administrator with SJP experience who will be responsible for conducting end to end administration and supporting the Managing Director on a 1-2-1 basis with all his affairs. You will be compiling very basic suitability letters and pre-meeting documentation, onboarding new clients, updating the CRM system and ensuring a smooth back office function. This role is suitable for a candidate with at least 1 year of wealth management administration experience within SJP. If this role sounds of interest or any other roles I am working on please get in touch.
A well-established and highly regarded Wealth Management organisation is currently expanding its Financial Planning offering and is looking to recruit a Wealth Planning Assistant to join its team based in Cambridge. The business is undergoing a period of significant growth following recent acquisitions and continued investment in its UK Wealth Planning capability. This represents an excellent opportunity to join a professional, forward-thinking firm with strong long-term career prospects. The role: You will provide administrative and client support to Wealth Planners, helping to ensure the smooth delivery of high-quality Wealth Planning services and excellent client outcomes. Key responsibilities include: Providing administrative and client support to Wealth Planners Supporting the end-to-end Wealth Planning process, including client onboarding, CDD and new business processing Acting as a key point of contact between clients, internal teams and product providers Preparing meeting packs, arranging client meetings and managing adviser diaries Attending client meetings where appropriate and completing post-meeting actions Accurately maintaining client records on XPlan and associated systems Liaising closely with paraplanning, valuations and business processing teams The environment: A growing Wealth Management firm with a strong reputation in the market A professional, collaborative and well-structured Financial Planning team Exposure to high-quality clients and established internal processes The ideal candidate: Previous experience in a Wealth Planning Assistant or Financial Services administration role Good understanding of the Wealth Planning process and financial planning products Experience using XPlan would be advantageous Strong organisational skills with excellent attention to detail A client-focused approach with strong communication skills Package & benefits: Salary up to £35,000, with some flexibility depending on experience Discretionary bonus and comprehensive benefits package (including pension, PHI and PMI) 37.5-hour working week (8:30am-5:00pm) Office-based initially during the probation period (with some flexibility at manager discretion) Hybrid working thereafter: 3 days in the office / 2 days from home This is a strong opportunity for someone looking to build a long-term career within a high-quality Wealth Management environment.
Mar 22, 2026
Full time
A well-established and highly regarded Wealth Management organisation is currently expanding its Financial Planning offering and is looking to recruit a Wealth Planning Assistant to join its team based in Cambridge. The business is undergoing a period of significant growth following recent acquisitions and continued investment in its UK Wealth Planning capability. This represents an excellent opportunity to join a professional, forward-thinking firm with strong long-term career prospects. The role: You will provide administrative and client support to Wealth Planners, helping to ensure the smooth delivery of high-quality Wealth Planning services and excellent client outcomes. Key responsibilities include: Providing administrative and client support to Wealth Planners Supporting the end-to-end Wealth Planning process, including client onboarding, CDD and new business processing Acting as a key point of contact between clients, internal teams and product providers Preparing meeting packs, arranging client meetings and managing adviser diaries Attending client meetings where appropriate and completing post-meeting actions Accurately maintaining client records on XPlan and associated systems Liaising closely with paraplanning, valuations and business processing teams The environment: A growing Wealth Management firm with a strong reputation in the market A professional, collaborative and well-structured Financial Planning team Exposure to high-quality clients and established internal processes The ideal candidate: Previous experience in a Wealth Planning Assistant or Financial Services administration role Good understanding of the Wealth Planning process and financial planning products Experience using XPlan would be advantageous Strong organisational skills with excellent attention to detail A client-focused approach with strong communication skills Package & benefits: Salary up to £35,000, with some flexibility depending on experience Discretionary bonus and comprehensive benefits package (including pension, PHI and PMI) 37.5-hour working week (8:30am-5:00pm) Office-based initially during the probation period (with some flexibility at manager discretion) Hybrid working thereafter: 3 days in the office / 2 days from home This is a strong opportunity for someone looking to build a long-term career within a high-quality Wealth Management environment.