IFA Administrator A great opportunity to join a growing UK financial services business, providing vital support to advisers and clients. This role suits someone organised, proactive, and looking to build a long-term career in financial planning. The Role You will be part of a supportive Client Services team, responsible for delivering high-quality administrative and customer support. Key responsibilities include: Processing new business applications Managing and updating client records Chasing providers and supporting client requests Handling incoming calls and client queries Assisting advisers with trades, meeting preparation, and documentation Ensuring all files and tasks are completed accurately and on time What We're Looking For Strong communication and organisational skills A customer-focused mindset Confidence using technology Ability to prioritise and work as part of a team Experience with financial planning systems is advantageous but not essential. Benefits Up to £30,000 salary + discretionary annual bonus Hybrid working (2-3 days in office) 26 days holiday + bank holidays + your birthday off 5% flexible benefits allowance (extra holiday, medical, dental, life cover etc.) Aegon pension (auto-enrolment) Extra Christmas leave at company discretion Employee Benefit Trust membership (share in future private equity exit) Full exam support - funded exams, materials, study day & salary increases for AF passes 3-month probation 2-month notice period If you feel your experiences align with the above, please apply below
Mar 19, 2026
Full time
IFA Administrator A great opportunity to join a growing UK financial services business, providing vital support to advisers and clients. This role suits someone organised, proactive, and looking to build a long-term career in financial planning. The Role You will be part of a supportive Client Services team, responsible for delivering high-quality administrative and customer support. Key responsibilities include: Processing new business applications Managing and updating client records Chasing providers and supporting client requests Handling incoming calls and client queries Assisting advisers with trades, meeting preparation, and documentation Ensuring all files and tasks are completed accurately and on time What We're Looking For Strong communication and organisational skills A customer-focused mindset Confidence using technology Ability to prioritise and work as part of a team Experience with financial planning systems is advantageous but not essential. Benefits Up to £30,000 salary + discretionary annual bonus Hybrid working (2-3 days in office) 26 days holiday + bank holidays + your birthday off 5% flexible benefits allowance (extra holiday, medical, dental, life cover etc.) Aegon pension (auto-enrolment) Extra Christmas leave at company discretion Employee Benefit Trust membership (share in future private equity exit) Full exam support - funded exams, materials, study day & salary increases for AF passes 3-month probation 2-month notice period If you feel your experiences align with the above, please apply below
Are you looking for your first step into the financial services industry? We are currently recruiting for two Document Management Administrators to join our team, one on a permanent basis and one 12-month FTC. This is ideal for an entry level candidate looking to kickstart their career in finance. At Transact, you can expect to be invested in. We want you to be the best you can be and we provide you with the learning and development to achieve this. As a Document Management Administrator you will have the opportunity to learn our business from the inside out - learning about our culture, values and how we provide the award winning customer service we are well known for. As a Document Management Administrator you will be an integral part of the Client Operations department. Within this role you will be exposed to each department in the business, building important relationships internally. Working as part of a team your main tasks will be: Document Management Managing all incoming post by ensuring that documents received are converted electronically using our in house system and forwarded to the correct department Managing all outgoing post by ensuring that documents are sent in the manner requested and that adequate records are kept. Developing internal relationships with key departments to ensure that work flows to relevant areas effectively and efficiently. Accurate and efficient completion of transfer out related paperwork Other tasks Operate the main switchboard, answering calls promptly and professionally. Triage and transfer calls to appropriate departments or individuals, ensuring a high level of customer service. Build effective relationships with team members. Build internal relationships, communicate pro-actively and resolve escalated issues. Please note this role will be predominately based in our London office but there will be opportunity to work remotely up to twice a week, dependent on business resource requirements. To start your career in the financial services industry as part of the Transact team we are looking for individuals with enthusiasm, a real customer focus and a passion for the investments and finance industry. Previous experience working in the financial services industry is not essential but we are looking for candidates with a genuine interest in starting a career in this sector. You must have a minimum of 6 GCSE's to be considered, with a minimum grade C/4 or above in Maths and English In return for your hard work we offer a comprehensive training and induction process, great company culture, a competitive base salary, discretionary company bonus scheme, 25 days annual leave, season ticket loan, BUPA health insurance and sponsorship of key professional qualifications. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
Mar 19, 2026
Full time
Are you looking for your first step into the financial services industry? We are currently recruiting for two Document Management Administrators to join our team, one on a permanent basis and one 12-month FTC. This is ideal for an entry level candidate looking to kickstart their career in finance. At Transact, you can expect to be invested in. We want you to be the best you can be and we provide you with the learning and development to achieve this. As a Document Management Administrator you will have the opportunity to learn our business from the inside out - learning about our culture, values and how we provide the award winning customer service we are well known for. As a Document Management Administrator you will be an integral part of the Client Operations department. Within this role you will be exposed to each department in the business, building important relationships internally. Working as part of a team your main tasks will be: Document Management Managing all incoming post by ensuring that documents received are converted electronically using our in house system and forwarded to the correct department Managing all outgoing post by ensuring that documents are sent in the manner requested and that adequate records are kept. Developing internal relationships with key departments to ensure that work flows to relevant areas effectively and efficiently. Accurate and efficient completion of transfer out related paperwork Other tasks Operate the main switchboard, answering calls promptly and professionally. Triage and transfer calls to appropriate departments or individuals, ensuring a high level of customer service. Build effective relationships with team members. Build internal relationships, communicate pro-actively and resolve escalated issues. Please note this role will be predominately based in our London office but there will be opportunity to work remotely up to twice a week, dependent on business resource requirements. To start your career in the financial services industry as part of the Transact team we are looking for individuals with enthusiasm, a real customer focus and a passion for the investments and finance industry. Previous experience working in the financial services industry is not essential but we are looking for candidates with a genuine interest in starting a career in this sector. You must have a minimum of 6 GCSE's to be considered, with a minimum grade C/4 or above in Maths and English In return for your hard work we offer a comprehensive training and induction process, great company culture, a competitive base salary, discretionary company bonus scheme, 25 days annual leave, season ticket loan, BUPA health insurance and sponsorship of key professional qualifications. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
Our Clients; award winning removals and storage providers worldwide, are currently looking to appoint an experienced Removals Sales Consultant to join their team in Hertfordshire. Reporting to the Director of Sales and working with colleagues, external suppliers and subcontractors, as Removals Sales Consultant, you will be engaging directly with customers, guiding them through the purchasing process, addressing enquiries, and ensuring a seamless customer experience. You will also be required to leverage sales expertise to meet and exceed sales targets, build strong customer relationships, and contribute to the company's overall growth. Removals Sales Consultant duties include: Respond to inbound enquiries (via phone, email, or chat) from potential customers, providing personalised support and product recommendations Identify customer needs, match them with suitable products or services Follow up all quotations to effectively close sales Build rapport and trust with customers to ensure a positive buying experience Meet or exceed individual and team sales targets and key performance indicators (KPIs) Maintain an up-to-date understanding of product features, pricing, and promotions to provide accurate information to customers Navigate CRM systems and sales tools to track customer interactions, sales progress, and follow-ups Provide feedback to the marketing and product teams regarding customer preferences, pain points, and potential improvements. Attend monthly sales meetings to report personal sales Handle customer concerns with professionalism and resolve issues to ensure satisfaction We are keen to speak with self-motivated people who have at least 3 years sales and customer service experience within the Removals/Relocation industry, with domestic, European and international knowledge being a distinct advantage. Candidates must be able to work independently and within a team, have excellent customer service skills as well as strong administration and organisational skills. In return, the successful Removals Sales Consultant will be offered up to £40,000 in line with skills and experience, plus commission. Contact us today. If you would like to know more about this Removals Sales Consultant opportunity, or you know of anyone that fits the bill, please forward this advert to them, send us their details or get in contact with us and we will do the rest. You can recommend as many people as you like via our website and earn a referral fee per candidate we place . This is an unlimited offer. As recruiters specialising in Removals, Relocations and Global Mobility, Red Recruit have vacancies at all levels within the industry, so please do get in touch to tell us what you're looking for and we'll do our best to assist. T&C's apply. Please contact the office for more information. Please note: - We do not advertise all of our vacancies as some are highly confidential. Therefore, please either submit your CV to us directly or call us in complete confidence. We have also setup a contacts list for candidates to join to be made aware of all relevant jobs to them. If this sounds of interest, then please get in contact with us via our website and send us your CV so that we can make sure you receive relevant updates on our latest vacancies.
Mar 19, 2026
Full time
Our Clients; award winning removals and storage providers worldwide, are currently looking to appoint an experienced Removals Sales Consultant to join their team in Hertfordshire. Reporting to the Director of Sales and working with colleagues, external suppliers and subcontractors, as Removals Sales Consultant, you will be engaging directly with customers, guiding them through the purchasing process, addressing enquiries, and ensuring a seamless customer experience. You will also be required to leverage sales expertise to meet and exceed sales targets, build strong customer relationships, and contribute to the company's overall growth. Removals Sales Consultant duties include: Respond to inbound enquiries (via phone, email, or chat) from potential customers, providing personalised support and product recommendations Identify customer needs, match them with suitable products or services Follow up all quotations to effectively close sales Build rapport and trust with customers to ensure a positive buying experience Meet or exceed individual and team sales targets and key performance indicators (KPIs) Maintain an up-to-date understanding of product features, pricing, and promotions to provide accurate information to customers Navigate CRM systems and sales tools to track customer interactions, sales progress, and follow-ups Provide feedback to the marketing and product teams regarding customer preferences, pain points, and potential improvements. Attend monthly sales meetings to report personal sales Handle customer concerns with professionalism and resolve issues to ensure satisfaction We are keen to speak with self-motivated people who have at least 3 years sales and customer service experience within the Removals/Relocation industry, with domestic, European and international knowledge being a distinct advantage. Candidates must be able to work independently and within a team, have excellent customer service skills as well as strong administration and organisational skills. In return, the successful Removals Sales Consultant will be offered up to £40,000 in line with skills and experience, plus commission. Contact us today. If you would like to know more about this Removals Sales Consultant opportunity, or you know of anyone that fits the bill, please forward this advert to them, send us their details or get in contact with us and we will do the rest. You can recommend as many people as you like via our website and earn a referral fee per candidate we place . This is an unlimited offer. As recruiters specialising in Removals, Relocations and Global Mobility, Red Recruit have vacancies at all levels within the industry, so please do get in touch to tell us what you're looking for and we'll do our best to assist. T&C's apply. Please contact the office for more information. Please note: - We do not advertise all of our vacancies as some are highly confidential. Therefore, please either submit your CV to us directly or call us in complete confidence. We have also setup a contacts list for candidates to join to be made aware of all relevant jobs to them. If this sounds of interest, then please get in contact with us via our website and send us your CV so that we can make sure you receive relevant updates on our latest vacancies.
Are you a confident communicator with a passion for delivering exceptional service? If so, Transact is looking for a proactive and personable Receptionist to be the first point of contact for our clients, financial advisers, and visitors - both over the phone and in person. About the Role As a key member of our front-of-house team, you will operate our central switchboard, efficiently triaging and directing incoming calls to the appropriate internal teams. You'll also provide a warm and professional welcome to all visitors, ensuring a seamless and positive experience from the moment they arrive. While there is flexibility to work from home, the successful candidate must be willing and able to attend our London office up to five days per week, depending on business needs. Key responsibilities: Switchboard Operation Answer and direct incoming calls promptly and professionally. Triage queries and transfer calls to the appropriate departments. Manage high call volumes while maintaining a calm and courteous manner. Provide basic information to callers as required. Visitor Services Greet and welcome visitors, ensuring a professional first impression. Liaise with internal staff and building security to coordinate visitor access. Maintain a tidy and organised reception area. Adhere to visitor management and security procedures. Administrative Support Provide general administrative assistance to support daily operations. Assist with hosting and coordinating visitor meetings. What We're Looking For Education & Skills A-C GCSEs in English and Maths or equivalent (essential) Proficiency in Microsoft Office (Word, Outlook, Excel) Experience Minimum 1 year in a switchboard or relevant role (essential) Experience operating a telephone system Experience in financial services or a corporate environment Attributes Positive, 'can-do' attitude Friendly and approachable with excellent interpersonal skills Team player with strong multitasking abilities Reliable, punctual, and professional We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £65.9 billion of funds under direction on behalf of over 8,000 advisers and 241,000 investor clients (as at March 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
Mar 19, 2026
Full time
Are you a confident communicator with a passion for delivering exceptional service? If so, Transact is looking for a proactive and personable Receptionist to be the first point of contact for our clients, financial advisers, and visitors - both over the phone and in person. About the Role As a key member of our front-of-house team, you will operate our central switchboard, efficiently triaging and directing incoming calls to the appropriate internal teams. You'll also provide a warm and professional welcome to all visitors, ensuring a seamless and positive experience from the moment they arrive. While there is flexibility to work from home, the successful candidate must be willing and able to attend our London office up to five days per week, depending on business needs. Key responsibilities: Switchboard Operation Answer and direct incoming calls promptly and professionally. Triage queries and transfer calls to the appropriate departments. Manage high call volumes while maintaining a calm and courteous manner. Provide basic information to callers as required. Visitor Services Greet and welcome visitors, ensuring a professional first impression. Liaise with internal staff and building security to coordinate visitor access. Maintain a tidy and organised reception area. Adhere to visitor management and security procedures. Administrative Support Provide general administrative assistance to support daily operations. Assist with hosting and coordinating visitor meetings. What We're Looking For Education & Skills A-C GCSEs in English and Maths or equivalent (essential) Proficiency in Microsoft Office (Word, Outlook, Excel) Experience Minimum 1 year in a switchboard or relevant role (essential) Experience operating a telephone system Experience in financial services or a corporate environment Attributes Positive, 'can-do' attitude Friendly and approachable with excellent interpersonal skills Team player with strong multitasking abilities Reliable, punctual, and professional We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £65.9 billion of funds under direction on behalf of over 8,000 advisers and 241,000 investor clients (as at March 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
Financial Administrator (entry level) Supporting 3 Financial Advisers Offices in Farnham (Surrey) £27k - £30k basic salary plus bonus My client are a boutique wealth planning firm with offices in Farnham who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £100k up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 10 years. The business has grown organically since its inception a team of established Advisers and a full team of support staff including administrators, paraplanners and operations staff. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of AI software's and analytical tools. The Directors are creating a brand-new role for a Junior Financial Administrator who will be responsible for conducting end to end administration within the practice supporting 3 financial advisers. This role will suit a graduate or school leaver but who has some very basic experience in financial services or knows that financial planning is the career they have chose and intend to sit the industry qualifications, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Mar 19, 2026
Full time
Financial Administrator (entry level) Supporting 3 Financial Advisers Offices in Farnham (Surrey) £27k - £30k basic salary plus bonus My client are a boutique wealth planning firm with offices in Farnham who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £100k up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 10 years. The business has grown organically since its inception a team of established Advisers and a full team of support staff including administrators, paraplanners and operations staff. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of AI software's and analytical tools. The Directors are creating a brand-new role for a Junior Financial Administrator who will be responsible for conducting end to end administration within the practice supporting 3 financial advisers. This role will suit a graduate or school leaver but who has some very basic experience in financial services or knows that financial planning is the career they have chose and intend to sit the industry qualifications, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
An award-winning, multi-disciplinary construction consultancy is looking to appoint a Quantity Surveyor to join their expanding team based in Bath. This is an exciting opportunity for a RICS-qualified Quantity Surveyor to be part of a well-established business with a strong reputation across the UK. The Quantity Surveyor The successful Quantity Surveyor will join a collaborative and forward-thinking team working across a wide range of engaging projects within both the private and public sectors. The Quantity Surveyor role offers the flexibility to work from home or from the Bath office, depending on preference. This is an ideal position for a Quantity Surveyor looking to take the next step in their career while gaining exposure to varied sectors and benefiting from structured professional development. Role & Responsibilities: Delivery of both pre and post contract quantity surveying services Working across a wide range of sectors including education, commercial, healthcare and industrial Supporting senior staff with cost management, procurement, and contract administration Preparing cost plans, tender documents and final accounts Liaising directly with clients and design teams Required Experience & Qualifications: RICS accredited Quantity Surveying degree Full MRICS or working towards chartership Demonstrable experience delivering pre and post contract services Previous consultancy experience is essential Proven track record working across both private and public sector projects Strong communication skills and client-facing experience Full UK driving licence Salary & Benefits: Competitive salary dependent on experience Generous holiday entitlement and pension scheme Discretionary bonus Supportive team environment with ongoing CPD Flexible hybrid working arrangements What's in it for you? £40,000 - £50,000 25 Days holiday + Bank holidays APC Programme Health insurance Hybrid working Generous Pension Plan Life assurance Mobile and Laptop Car allowance Regular socials Cycle to work scheme Supportive culture Flexible working conditions Great work-life balance Income protection Internal training programmes Death in Service contribution Health & Wellness programme If you are a Quantity Surveyor considering your career opportunities, then please contact Dominic Jansen at Brandon James. Reference Employers Agent / Surveying / Construction / MRICS / FRICS / Quantity Surveyor / Contract Administration / Associate Director / Construction Consultancy / Fee Generation / Pre-Construction Planning / Quantity Surveying / QS / Cost Manager / Cost Consultant / Consultancy
Mar 19, 2026
Full time
An award-winning, multi-disciplinary construction consultancy is looking to appoint a Quantity Surveyor to join their expanding team based in Bath. This is an exciting opportunity for a RICS-qualified Quantity Surveyor to be part of a well-established business with a strong reputation across the UK. The Quantity Surveyor The successful Quantity Surveyor will join a collaborative and forward-thinking team working across a wide range of engaging projects within both the private and public sectors. The Quantity Surveyor role offers the flexibility to work from home or from the Bath office, depending on preference. This is an ideal position for a Quantity Surveyor looking to take the next step in their career while gaining exposure to varied sectors and benefiting from structured professional development. Role & Responsibilities: Delivery of both pre and post contract quantity surveying services Working across a wide range of sectors including education, commercial, healthcare and industrial Supporting senior staff with cost management, procurement, and contract administration Preparing cost plans, tender documents and final accounts Liaising directly with clients and design teams Required Experience & Qualifications: RICS accredited Quantity Surveying degree Full MRICS or working towards chartership Demonstrable experience delivering pre and post contract services Previous consultancy experience is essential Proven track record working across both private and public sector projects Strong communication skills and client-facing experience Full UK driving licence Salary & Benefits: Competitive salary dependent on experience Generous holiday entitlement and pension scheme Discretionary bonus Supportive team environment with ongoing CPD Flexible hybrid working arrangements What's in it for you? £40,000 - £50,000 25 Days holiday + Bank holidays APC Programme Health insurance Hybrid working Generous Pension Plan Life assurance Mobile and Laptop Car allowance Regular socials Cycle to work scheme Supportive culture Flexible working conditions Great work-life balance Income protection Internal training programmes Death in Service contribution Health & Wellness programme If you are a Quantity Surveyor considering your career opportunities, then please contact Dominic Jansen at Brandon James. Reference Employers Agent / Surveying / Construction / MRICS / FRICS / Quantity Surveyor / Contract Administration / Associate Director / Construction Consultancy / Fee Generation / Pre-Construction Planning / Quantity Surveying / QS / Cost Manager / Cost Consultant / Consultancy
Company Profile: Part of a larger packaging solutions provider this arm of the business is responsible for safe, secure logistics in transit. Title: Internal Administrator Salary: Up to £28,000 Purpose of job: We are looking to appoint an Internal Administrator to support our External Specialists and the wider team. This is a key technical and customer-focused support role, acting as the link between customers, the external specialist, and our internal sales and operations teams. You will play a vital part in providing technical advice, preparing quotations, analysing applications, and ensuring customers receive the safest and most effective strapping solutions. Full training will be provided - this role would suit someone with a technical, analytical or customer-focused background, or an individual looking to develop a specialist career with us. Key Accountabilities: Act as the primary internal support for the External Specialists Work closely with customers and the external specialist to understand: Current strapping methods Load type, transit cycle and application Existing issues, risks or inefficiencies Identify sales patterns and pro-actively contact customers Prepare and invoice annual tooling contracts Prepare technical proposals, quotations and recommendations for: Sale or rental of strapping tools Strapping materials and ancillaries Export products (Ty-Gard, Slip sheets and Dunnage bags) Provide guidance on best practice, operational improvement and health & safety compliance Analyse data from tensile testing and customer applications, supporting written reports and recommendations Maintain accurate records, reports and customer documentation Support external sales pipeline activity by responding to enquiries and assisting with follow-up activity and proactively Maintain product knowledge across their Pallet Stability range including tools, strapping types, export products and ad hoc new product lines Support awareness and understanding of EUMOS 40509:2020 and load stability requirements Assist with market intelligence, competitor feedback and product development insights Provide general technical and administrative support to the SPS team as required Knowledge Previous experience in strapping, packaging, engineering or technical sales is advantageous but not essential Full training will be provided - a positive attitude and willingness to learn is key Experience Experience in a customer-facing, technical support, sales support or operational role preferred Exposure to industrial or manufacturing environments would be beneficial Skills & Competences: Strong written and verbal communication skills Ability to explain technical information clearly and confidently Good analytical and problem-solving skills High level of numeracy and attention to detail Confident using Microsoft Excel, Word and PowerPoint Well organised with strong planning and time-management skills Able to work independently and as part of a team Proactive, improvement-focused and customer-centric Positive, can-do attitude Education Good standard of Maths and English essential (reports, analysis and written feedback form a key part of the role) Would suit a technically minded or analytical individual Why Join the company? Specialist technical training and development Opportunity to build a long-term career in a growing, expert team Exposure to customers, innovation and industry best practice Supportive team environment within the wider Group If you feel you have the right skill set and attributes for this role and that it's the challenge, you are looking for then please contact us on a confidential basis or apply via the website.
Mar 19, 2026
Full time
Company Profile: Part of a larger packaging solutions provider this arm of the business is responsible for safe, secure logistics in transit. Title: Internal Administrator Salary: Up to £28,000 Purpose of job: We are looking to appoint an Internal Administrator to support our External Specialists and the wider team. This is a key technical and customer-focused support role, acting as the link between customers, the external specialist, and our internal sales and operations teams. You will play a vital part in providing technical advice, preparing quotations, analysing applications, and ensuring customers receive the safest and most effective strapping solutions. Full training will be provided - this role would suit someone with a technical, analytical or customer-focused background, or an individual looking to develop a specialist career with us. Key Accountabilities: Act as the primary internal support for the External Specialists Work closely with customers and the external specialist to understand: Current strapping methods Load type, transit cycle and application Existing issues, risks or inefficiencies Identify sales patterns and pro-actively contact customers Prepare and invoice annual tooling contracts Prepare technical proposals, quotations and recommendations for: Sale or rental of strapping tools Strapping materials and ancillaries Export products (Ty-Gard, Slip sheets and Dunnage bags) Provide guidance on best practice, operational improvement and health & safety compliance Analyse data from tensile testing and customer applications, supporting written reports and recommendations Maintain accurate records, reports and customer documentation Support external sales pipeline activity by responding to enquiries and assisting with follow-up activity and proactively Maintain product knowledge across their Pallet Stability range including tools, strapping types, export products and ad hoc new product lines Support awareness and understanding of EUMOS 40509:2020 and load stability requirements Assist with market intelligence, competitor feedback and product development insights Provide general technical and administrative support to the SPS team as required Knowledge Previous experience in strapping, packaging, engineering or technical sales is advantageous but not essential Full training will be provided - a positive attitude and willingness to learn is key Experience Experience in a customer-facing, technical support, sales support or operational role preferred Exposure to industrial or manufacturing environments would be beneficial Skills & Competences: Strong written and verbal communication skills Ability to explain technical information clearly and confidently Good analytical and problem-solving skills High level of numeracy and attention to detail Confident using Microsoft Excel, Word and PowerPoint Well organised with strong planning and time-management skills Able to work independently and as part of a team Proactive, improvement-focused and customer-centric Positive, can-do attitude Education Good standard of Maths and English essential (reports, analysis and written feedback form a key part of the role) Would suit a technically minded or analytical individual Why Join the company? Specialist technical training and development Opportunity to build a long-term career in a growing, expert team Exposure to customers, innovation and industry best practice Supportive team environment within the wider Group If you feel you have the right skill set and attributes for this role and that it's the challenge, you are looking for then please contact us on a confidential basis or apply via the website.
Job Description At Connells , we're looking for a highly motivated Sales Administrator to support our fantastic team in Shirley. 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.EA07016
Mar 19, 2026
Full time
Job Description At Connells , we're looking for a highly motivated Sales Administrator to support our fantastic team in Shirley. 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.EA07016
Up to £45,000 plus bonus and benefits Hybrid working available! Are you a client service superstar ready to make a tangible impact within a rapidly expanding, highly regarded boutique Investment Management firm? Do you thrive on building exceptional relationships and being the trusted face of an organization committed to unparalleled financial services? A fantastic opportunity has arisen to join a highly regarded boutique Investment Management company in the heart of the City! We're on the hunt for a dedicated Client Services Executive to join this vibrant team to work closely with Investment Directors to ensure clients are always receiving the highest level of support. This leading Investment Management firm strive to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion plans, they are seeking a proactive and client-focused individual to be the face of the organization. Duties of the Client Services Executive to include: Building Lasting Relationships : Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed. Adhere to all client lifecycle processes in line with the Operating Model (including end-to-end management of account opening, onboarding, transfers, client payments, and account amendments; supporting quarterly portfolio valuations) and escalate process improvement suggestions as needed. Streamlining Processes : Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You'll be instrumental in ensuring smooth portfolio valuation processes. Administrative Expertise : Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights. You'll support the Investment Team by gathering essential information to support client suitability. Collaborative Support : Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships. What we need from you as a Client Service Executive: Previous experience working within Investment Management is essential Client Facing experience within financial services is required. Personable and professional with strong time management skills and a keen eye for detail Strong IT skills including Microsoft Office packages. What's in it for you: Thriving Environment : Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success. Meaningful Client Impact : As a Client Services Executive, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships! Hybrid working and excellent benefits: Enjoy a hybrid working scheme which can allow you to balance your work and home life seamlessly. With an extensive list of benefits, you would be eligible for, this is a company who truly value their employees! This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency
Mar 19, 2026
Full time
Up to £45,000 plus bonus and benefits Hybrid working available! Are you a client service superstar ready to make a tangible impact within a rapidly expanding, highly regarded boutique Investment Management firm? Do you thrive on building exceptional relationships and being the trusted face of an organization committed to unparalleled financial services? A fantastic opportunity has arisen to join a highly regarded boutique Investment Management company in the heart of the City! We're on the hunt for a dedicated Client Services Executive to join this vibrant team to work closely with Investment Directors to ensure clients are always receiving the highest level of support. This leading Investment Management firm strive to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion plans, they are seeking a proactive and client-focused individual to be the face of the organization. Duties of the Client Services Executive to include: Building Lasting Relationships : Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed. Adhere to all client lifecycle processes in line with the Operating Model (including end-to-end management of account opening, onboarding, transfers, client payments, and account amendments; supporting quarterly portfolio valuations) and escalate process improvement suggestions as needed. Streamlining Processes : Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You'll be instrumental in ensuring smooth portfolio valuation processes. Administrative Expertise : Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights. You'll support the Investment Team by gathering essential information to support client suitability. Collaborative Support : Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships. What we need from you as a Client Service Executive: Previous experience working within Investment Management is essential Client Facing experience within financial services is required. Personable and professional with strong time management skills and a keen eye for detail Strong IT skills including Microsoft Office packages. What's in it for you: Thriving Environment : Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success. Meaningful Client Impact : As a Client Services Executive, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships! Hybrid working and excellent benefits: Enjoy a hybrid working scheme which can allow you to balance your work and home life seamlessly. With an extensive list of benefits, you would be eligible for, this is a company who truly value their employees! This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency
We are working with a lovely high end client who are now looking for a Property Administrator in Kensington! Working in a lively and busy team you would be integral to the department! Taking responsibility for the property administration within the Kensington office. This position is a fast paced role requiring proficient skills at multi tasking, prioritising workflow and coordinating a variety of contracts, invoices, diaries and more! Diary Management Booking appointments with client and confirming via email. Answering phone calls. Distributing sales enquiries via call-in and email accounts. Documentation Management Working alongside sales negotiators to ensure they have relevant and updated documentation. Starting from Market Appraisal documents, Terms and Conditions, Contracts, Offer Letters, Memorandum of Sales and Offer Letters. Ensuring we have the correct due diligence and coordinating with our anti-money laundering department. Creating invoices and sending these internally to the Finance Department as well as externally to clients. Department Coordination Active tracking of sales process for each property. Ensure checklist and our internal system if up to date Actively working with other departments of the company to ensure we have streamlined and synchronized processes Preparation for weekly department meeting Registering keys and viewing arrangements on our computer system and keeping it up to date Managing the completion of properties according to the company procedure Arranging company monthly meetings and sending email reminders Producing department monthly meeting reports If this role sounds like you, please contact us today!
Mar 19, 2026
Full time
We are working with a lovely high end client who are now looking for a Property Administrator in Kensington! Working in a lively and busy team you would be integral to the department! Taking responsibility for the property administration within the Kensington office. This position is a fast paced role requiring proficient skills at multi tasking, prioritising workflow and coordinating a variety of contracts, invoices, diaries and more! Diary Management Booking appointments with client and confirming via email. Answering phone calls. Distributing sales enquiries via call-in and email accounts. Documentation Management Working alongside sales negotiators to ensure they have relevant and updated documentation. Starting from Market Appraisal documents, Terms and Conditions, Contracts, Offer Letters, Memorandum of Sales and Offer Letters. Ensuring we have the correct due diligence and coordinating with our anti-money laundering department. Creating invoices and sending these internally to the Finance Department as well as externally to clients. Department Coordination Active tracking of sales process for each property. Ensure checklist and our internal system if up to date Actively working with other departments of the company to ensure we have streamlined and synchronized processes Preparation for weekly department meeting Registering keys and viewing arrangements on our computer system and keeping it up to date Managing the completion of properties according to the company procedure Arranging company monthly meetings and sending email reminders Producing department monthly meeting reports If this role sounds like you, please contact us today!
Receptionist - Bristol (J235) £26.5k p.a Our client, an award-winning flexible working space, has an exciting opportunity for a Receptionist to join their team! The role: Running the front reception desk, giving warm welcomes and goodbyes, and keeping that 1st impression at 5-star standard Handling emails and calls Opening and closing the workspace Responding to member questions and issues Assisting and supporting tours and viewings when required Using company software for signing up new members, managing meeting rooms, creating access cards, logging issues, and more Keeping the kitchen and work zones tidy and safe Helping with running events and socials Assisting with stock and ordering Key skills/experience: customer service / hospitality / front of house / reception experience Great attitude to people and a strong work ethic Experience with computer systems and software Responsible and organised Great timekeeping
Mar 19, 2026
Full time
Receptionist - Bristol (J235) £26.5k p.a Our client, an award-winning flexible working space, has an exciting opportunity for a Receptionist to join their team! The role: Running the front reception desk, giving warm welcomes and goodbyes, and keeping that 1st impression at 5-star standard Handling emails and calls Opening and closing the workspace Responding to member questions and issues Assisting and supporting tours and viewings when required Using company software for signing up new members, managing meeting rooms, creating access cards, logging issues, and more Keeping the kitchen and work zones tidy and safe Helping with running events and socials Assisting with stock and ordering Key skills/experience: customer service / hospitality / front of house / reception experience Great attitude to people and a strong work ethic Experience with computer systems and software Responsible and organised Great timekeeping
London hybrid arrangement Total package £250-300k A client of mine are working exclusively with myself in hiring a Head of DC Proposition. This is an opportunity to join a major pensions organisation that manages a sophisticated Industry-Wide Master Trust (IWDC) and significant Additional Voluntary Contribution (AVC) arrangements. The firm serves over 75,000 members and manages more than £2 billion in assets, often invested alongside a £33bn DB pool. The Role: Lead the end-to-end DC proposition strategy. Act as the "coal-face" expert, bringing fresh ideas to the DC change roadmap Own the DC investment proposition: default design, ESG integration, and member outcome modelling. Provide regulated investment advice to trustees and senior internal stakeholders. Advise on the upcoming Value for Money (VFM) Framework. Oversee DC administration relationships, ensuring effective SLAs and operational governance Manage regulatory reporting requirements, including the Chair's Statement and Master Trust Business Plan. The Individual: Likely at a Pensions Consultancy in a Senior DC role, currently at the "coal-face" of the DC market A real DC SME, extensive all-round DC knowledge and experience: proposition strategy, DC investment advice (regulated), DC governance and VFM framework, Mastertrust regulations FCA Authorised: Must hold or be eligible for FCA authorisation to give regulated investment advice. Strong understanding of upcoming changes in VFM, framework and other challenges/changes to be anticipated across the DC landscape This is a rare opportunity to move in-house, and a strong time to make a move within DC Pensions. Get in touch or apply to this ad for more details, deadline 20/02/2026:M: E: Sponsorship not offered Principal Consultant Leading Life & Pensions Actuarial Recruitment Seniority LevelDirector Industry Investment Advice Pension Funds Insurance and Employee Benefit Funds Employment TypeFull-time Job Functions Consulting Analyst Business Development Skills Proposition Defined Contribution Pension Funds Corporate Governance Value for Money Investment Strategies Environmental, Social, and Governance (ESG) Investment Advisory Services Client R
Mar 19, 2026
Full time
London hybrid arrangement Total package £250-300k A client of mine are working exclusively with myself in hiring a Head of DC Proposition. This is an opportunity to join a major pensions organisation that manages a sophisticated Industry-Wide Master Trust (IWDC) and significant Additional Voluntary Contribution (AVC) arrangements. The firm serves over 75,000 members and manages more than £2 billion in assets, often invested alongside a £33bn DB pool. The Role: Lead the end-to-end DC proposition strategy. Act as the "coal-face" expert, bringing fresh ideas to the DC change roadmap Own the DC investment proposition: default design, ESG integration, and member outcome modelling. Provide regulated investment advice to trustees and senior internal stakeholders. Advise on the upcoming Value for Money (VFM) Framework. Oversee DC administration relationships, ensuring effective SLAs and operational governance Manage regulatory reporting requirements, including the Chair's Statement and Master Trust Business Plan. The Individual: Likely at a Pensions Consultancy in a Senior DC role, currently at the "coal-face" of the DC market A real DC SME, extensive all-round DC knowledge and experience: proposition strategy, DC investment advice (regulated), DC governance and VFM framework, Mastertrust regulations FCA Authorised: Must hold or be eligible for FCA authorisation to give regulated investment advice. Strong understanding of upcoming changes in VFM, framework and other challenges/changes to be anticipated across the DC landscape This is a rare opportunity to move in-house, and a strong time to make a move within DC Pensions. Get in touch or apply to this ad for more details, deadline 20/02/2026:M: E: Sponsorship not offered Principal Consultant Leading Life & Pensions Actuarial Recruitment Seniority LevelDirector Industry Investment Advice Pension Funds Insurance and Employee Benefit Funds Employment TypeFull-time Job Functions Consulting Analyst Business Development Skills Proposition Defined Contribution Pension Funds Corporate Governance Value for Money Investment Strategies Environmental, Social, and Governance (ESG) Investment Advisory Services Client R
HR Administrator Hybrid - 3 office days Working hours Monday - Friday 9am-5pm Benefits: 25 days holiday + bank holidays Pension scheme On-site parking Employee discount scheme Employee assistance scheme This role requires someone with relevant admin experience in a HR setting. This is a great opportunity for a suitably experience person to show their support skills in HR to make a real difference to the team. Duties include: Providing generalist administrative support to the HR team Employee Lifecycle - managing onboarding and offboarding process and documentation for all new starters and leavers Compliance - ensuring compliance with GDPR, and employee compliance regarding Right To Work and pre-employment checks Shared HR inbox - first point of contact; handling queries and enquiries from employees or line managers, and advising accordingly or escalating HRIS - entering and updating employment and employee data; creating and producing reports for management; optimising system usage to drive efficiencies Ensuring HR-related information is communicated effectively across the business Experience required: Generalist HR Administration or HR Assistant experience Knowledge of UK employment law, especially relating to GDPR, RTW and employee lifecycle compliance HR system experience - able to produce reports and use systems efficiently to drive decision making A good general standard of education Strong attention to detail Strong written and verbal communication skill Confident communicator
Mar 19, 2026
Full time
HR Administrator Hybrid - 3 office days Working hours Monday - Friday 9am-5pm Benefits: 25 days holiday + bank holidays Pension scheme On-site parking Employee discount scheme Employee assistance scheme This role requires someone with relevant admin experience in a HR setting. This is a great opportunity for a suitably experience person to show their support skills in HR to make a real difference to the team. Duties include: Providing generalist administrative support to the HR team Employee Lifecycle - managing onboarding and offboarding process and documentation for all new starters and leavers Compliance - ensuring compliance with GDPR, and employee compliance regarding Right To Work and pre-employment checks Shared HR inbox - first point of contact; handling queries and enquiries from employees or line managers, and advising accordingly or escalating HRIS - entering and updating employment and employee data; creating and producing reports for management; optimising system usage to drive efficiencies Ensuring HR-related information is communicated effectively across the business Experience required: Generalist HR Administration or HR Assistant experience Knowledge of UK employment law, especially relating to GDPR, RTW and employee lifecycle compliance HR system experience - able to produce reports and use systems efficiently to drive decision making A good general standard of education Strong attention to detail Strong written and verbal communication skill Confident communicator
We are seeking a highly organised Senior Pensions Administrator to join our clients award winning professional team. This role offers an excellent opportunity for individuals with strong SIPP & pension background to join a business that is well respected. The ideal candidate will possess excellent computer literacy, organisational abilities, and a proactive approach to managing administrative tasks efficiently. Experience in SIPP Pensions is essential. Duties Creation and maintenance of data for all new and existing SIPP clients Transfers in and out of SIPP accounts in a timely manner Creation and maintenance of all clients in drawdown Authorise journals and quality check Administrators output Respond to Pension related queries in a timely manner Providing support to Wealth Planning and Investment Managers on all aspects of Pension administration Dealing with some of the more complicated Pension transfer cases to ensure they are correctly processed. Respond to client inquiries and concerns in a professional and timely manner, ensuring positive client experiences. Be a senior in the team, and showing a great example to new recruits Experience Proven office experience with a strong background in SIPP Pensions Demonstrable clerical experience with data entry and document management Excellent organisational skills with the ability to prioritise tasks effectively Strong typing skills for efficient document preparation and correspondence Good phone etiquette and communication skills for liaising with clients, vendors, and internal teams
Mar 19, 2026
Full time
We are seeking a highly organised Senior Pensions Administrator to join our clients award winning professional team. This role offers an excellent opportunity for individuals with strong SIPP & pension background to join a business that is well respected. The ideal candidate will possess excellent computer literacy, organisational abilities, and a proactive approach to managing administrative tasks efficiently. Experience in SIPP Pensions is essential. Duties Creation and maintenance of data for all new and existing SIPP clients Transfers in and out of SIPP accounts in a timely manner Creation and maintenance of all clients in drawdown Authorise journals and quality check Administrators output Respond to Pension related queries in a timely manner Providing support to Wealth Planning and Investment Managers on all aspects of Pension administration Dealing with some of the more complicated Pension transfer cases to ensure they are correctly processed. Respond to client inquiries and concerns in a professional and timely manner, ensuring positive client experiences. Be a senior in the team, and showing a great example to new recruits Experience Proven office experience with a strong background in SIPP Pensions Demonstrable clerical experience with data entry and document management Excellent organisational skills with the ability to prioritise tasks effectively Strong typing skills for efficient document preparation and correspondence Good phone etiquette and communication skills for liaising with clients, vendors, and internal teams
We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships click apply for full job details
Mar 19, 2026
Full time
We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships click apply for full job details
Financial Planning Administrator (entry level) Supporting 3 Financial Advisers Offices in Farnham (Surrey) £27k - £30k basic salary plus bonus My client are a boutique wealth planning firm with offices in Farnham who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £100k up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 10 years. The business has grown organically since its inception a team of established Advisers and a full team of support staff including administrators, paraplanners and operations staff. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of AI software's and analytical tools. The Directors are creating a brand-new role for a Junior Financial Administrator who will be responsible for conducting end to end administration within the practice supporting 3 financial advisers. This role will suit a graduate or school leaver but who has some very basic experience in financial services or knows that financial planning is the career they have chose and intend to sit the industry qualifications, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Mar 19, 2026
Full time
Financial Planning Administrator (entry level) Supporting 3 Financial Advisers Offices in Farnham (Surrey) £27k - £30k basic salary plus bonus My client are a boutique wealth planning firm with offices in Farnham who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £100k up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 10 years. The business has grown organically since its inception a team of established Advisers and a full team of support staff including administrators, paraplanners and operations staff. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of AI software's and analytical tools. The Directors are creating a brand-new role for a Junior Financial Administrator who will be responsible for conducting end to end administration within the practice supporting 3 financial advisers. This role will suit a graduate or school leaver but who has some very basic experience in financial services or knows that financial planning is the career they have chose and intend to sit the industry qualifications, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships click apply for full job details
Mar 19, 2026
Full time
We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships click apply for full job details
Blakemore Recruitment
Welwyn Garden City, Hertfordshire
IFA Administrator Location: Welwyn Garden City Contract Type: Full-time Are you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We're recruiting a IFA Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners. About the Role As an IFA Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you'll be a critical part of ensuring clients receive a seamless, positive experience. This is an excellent opportunity for someone looking to build or develop a career within financial services administration. Key Responsibilities Onboard, update and maintain accurate, compliant client records across internal systems Prepare documentation and information for client meetings Monitor new and existing client transactions, ensuring timely and accurate completion Process new business efficiently and effectively Translate financial documentation for clients where required Produce high-quality letters, emails, and financial paperwork with excellent attention to detail Handle queries and calls in line with company standards, escalating where appropriate Prioritise workloads to meet deadlines and agreed service levels Resolve income reconciliation, finance, or tax-related queries Ensure all work adheres to company policies, procedures, and compliance standards Embed a client-first culture throughout every interaction In Senior positions , responsibilities may also include: Managing more complex cases and supporting the development of junior team members Contributing to departmental projects and process improvements Assisting the Client Services Manager in overseeing workloads and resolving procedural matters Supporting with complaint identification and investigation Taking responsibility for local health & safety and facilities requirements Deputising for the Client Services Manager when required Key Relationships You will work closely with: Client Services team Financial Planning team Paraplanners Central Services functions Skills & Experience Essential: Strong attention to detail and high level of accuracy Excellent knowledge of iO and Excel Ability to work under pressure and meet deadlines Confident communicator, both written and verbal Strong team player Desirable: Broad knowledge of the financial services sector Understanding of FCA regulations
Mar 19, 2026
Full time
IFA Administrator Location: Welwyn Garden City Contract Type: Full-time Are you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We're recruiting a IFA Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners. About the Role As an IFA Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you'll be a critical part of ensuring clients receive a seamless, positive experience. This is an excellent opportunity for someone looking to build or develop a career within financial services administration. Key Responsibilities Onboard, update and maintain accurate, compliant client records across internal systems Prepare documentation and information for client meetings Monitor new and existing client transactions, ensuring timely and accurate completion Process new business efficiently and effectively Translate financial documentation for clients where required Produce high-quality letters, emails, and financial paperwork with excellent attention to detail Handle queries and calls in line with company standards, escalating where appropriate Prioritise workloads to meet deadlines and agreed service levels Resolve income reconciliation, finance, or tax-related queries Ensure all work adheres to company policies, procedures, and compliance standards Embed a client-first culture throughout every interaction In Senior positions , responsibilities may also include: Managing more complex cases and supporting the development of junior team members Contributing to departmental projects and process improvements Assisting the Client Services Manager in overseeing workloads and resolving procedural matters Supporting with complaint identification and investigation Taking responsibility for local health & safety and facilities requirements Deputising for the Client Services Manager when required Key Relationships You will work closely with: Client Services team Financial Planning team Paraplanners Central Services functions Skills & Experience Essential: Strong attention to detail and high level of accuracy Excellent knowledge of iO and Excel Ability to work under pressure and meet deadlines Confident communicator, both written and verbal Strong team player Desirable: Broad knowledge of the financial services sector Understanding of FCA regulations
Senior Building Surveyor Location: Manchester or Birmingham (City Centre) Salary: £60,000 - £70,000 per annum DOE + benefits We are recruiting on behalf of a well-established and growing multi-disciplinary property consultancy seeking a Senior Building Surveyor to join their expanding Building Surveying team. This is an excellent opportunity to join a highly respected consultancy delivering a broad range of commercial, residential and building safety projects across the UK. The successful candidate will be based in the city centre, working within a supportive and collaborative regional team while also engaging with colleagues across a wider national surveying department. The organisation has developed a strong reputation for delivering high-quality technical advice and practical solutions across complex projects, offering an environment where surveyors can gain varied exposure while continuing to develop professionally. The Role The successful candidate will work across a varied portfolio of building surveying instructions including: • Defect diagnosis and condition surveys • Technical due diligence • Dilapidations work, supporting and progressing towards leading claims • Licence to Alter reviews • Reinstatement Cost Assessments (working alongside the cost consultancy team) • Project delivery including design, specification writing, tendering and contract administration • Supporting fire safety and building safety remediation projects You will manage instructions from initial client brief through to completion, maintaining strong client relationships and ensuring a high standard of professional delivery. About You We are seeking a motivated and technically capable surveyor who enjoys working across a broad mix of professional and project work. The ideal candidate will have: • A BSc (or equivalent) in Building Surveying or a related discipline • MRICS or MCABE qualification, or be actively working towards chartership • Demonstrable experience in defect diagnosis and building pathology • Experience supporting project delivery and contract administration • Strong communication skills and the confidence to liaise directly with clients • The ability to work collaboratively within a team environment • Flexibility to travel where project requirements demand Experience in fire safety or building safety remediation projects would be advantageous but is not essential. Why Apply This is an opportunity to join a respected consultancy known for its collaborative culture, strong professional standards and commitment to career development. You will benefit from: • Exposure to a wide range of complex and interesting projects • Direct client engagement and responsibility • A supportive and professional team environment • Structured career development and progression opportunities • Competitive salary and benefits package If you are an experienced Building Surveyor looking to take the next step in your career within a dynamic and supportive consultancy environment, we would be pleased to hear from you. Click apply below to be considered.
Mar 19, 2026
Full time
Senior Building Surveyor Location: Manchester or Birmingham (City Centre) Salary: £60,000 - £70,000 per annum DOE + benefits We are recruiting on behalf of a well-established and growing multi-disciplinary property consultancy seeking a Senior Building Surveyor to join their expanding Building Surveying team. This is an excellent opportunity to join a highly respected consultancy delivering a broad range of commercial, residential and building safety projects across the UK. The successful candidate will be based in the city centre, working within a supportive and collaborative regional team while also engaging with colleagues across a wider national surveying department. The organisation has developed a strong reputation for delivering high-quality technical advice and practical solutions across complex projects, offering an environment where surveyors can gain varied exposure while continuing to develop professionally. The Role The successful candidate will work across a varied portfolio of building surveying instructions including: • Defect diagnosis and condition surveys • Technical due diligence • Dilapidations work, supporting and progressing towards leading claims • Licence to Alter reviews • Reinstatement Cost Assessments (working alongside the cost consultancy team) • Project delivery including design, specification writing, tendering and contract administration • Supporting fire safety and building safety remediation projects You will manage instructions from initial client brief through to completion, maintaining strong client relationships and ensuring a high standard of professional delivery. About You We are seeking a motivated and technically capable surveyor who enjoys working across a broad mix of professional and project work. The ideal candidate will have: • A BSc (or equivalent) in Building Surveying or a related discipline • MRICS or MCABE qualification, or be actively working towards chartership • Demonstrable experience in defect diagnosis and building pathology • Experience supporting project delivery and contract administration • Strong communication skills and the confidence to liaise directly with clients • The ability to work collaboratively within a team environment • Flexibility to travel where project requirements demand Experience in fire safety or building safety remediation projects would be advantageous but is not essential. Why Apply This is an opportunity to join a respected consultancy known for its collaborative culture, strong professional standards and commitment to career development. You will benefit from: • Exposure to a wide range of complex and interesting projects • Direct client engagement and responsibility • A supportive and professional team environment • Structured career development and progression opportunities • Competitive salary and benefits package If you are an experienced Building Surveyor looking to take the next step in your career within a dynamic and supportive consultancy environment, we would be pleased to hear from you. Click apply below to be considered.
Job Title: Administrative Assistant Location: Wolverhampton Hours: Monday to Friday (8:30am - 4:30pm) Pay Rate: £12.71 - £13.50ph About the role: Pertemps are currently recruiting for an experienced Administrative Assistant on behalf of a well-established and growing business based in Wolverhampton. This is an excellent opportunity to join a supportive, close-knit team in a role that offers long-term potential, with the opportunity to secure a permanent position. This is a varied and hands-on role where attention to detail, organisation, and teamwork are key. You will be supporting the day-to-day running of the office and ensuring administrative processes are carried out efficiently and accurately. Key Responsibilities: • Providing general administrative support across the business • Accurate data entry and maintaining up-to-date records • Managing and organising filing systems (electronic and paper-based) • Handling sensitive documentation with confidentiality • Supporting colleagues and assisting with ad-hoc administrative tasks • Ensuring processes are followed with accuracy and consistency Candidate Requirements: • Previous experience in an administrative role is essential • Strong attention to detail and a high level of accuracy • Confident with data entry and record keeping • Experience managing filing systems • Good communication and organisational skills • Proficient in Microsoft Office and general office systems • Ability to work both independently and as part of a team What's on Offer: • Hourly rate of £12.71 - £13.50 • Flexible working hours to suit the right candidate • Monday to Friday - no weekends • Opportunity to secure a permanent position • Friendly, supportive working environment Apply Now If you are looking for your next opportunity, apply today or contact Pertemps for more information.
Mar 19, 2026
Full time
Job Title: Administrative Assistant Location: Wolverhampton Hours: Monday to Friday (8:30am - 4:30pm) Pay Rate: £12.71 - £13.50ph About the role: Pertemps are currently recruiting for an experienced Administrative Assistant on behalf of a well-established and growing business based in Wolverhampton. This is an excellent opportunity to join a supportive, close-knit team in a role that offers long-term potential, with the opportunity to secure a permanent position. This is a varied and hands-on role where attention to detail, organisation, and teamwork are key. You will be supporting the day-to-day running of the office and ensuring administrative processes are carried out efficiently and accurately. Key Responsibilities: • Providing general administrative support across the business • Accurate data entry and maintaining up-to-date records • Managing and organising filing systems (electronic and paper-based) • Handling sensitive documentation with confidentiality • Supporting colleagues and assisting with ad-hoc administrative tasks • Ensuring processes are followed with accuracy and consistency Candidate Requirements: • Previous experience in an administrative role is essential • Strong attention to detail and a high level of accuracy • Confident with data entry and record keeping • Experience managing filing systems • Good communication and organisational skills • Proficient in Microsoft Office and general office systems • Ability to work both independently and as part of a team What's on Offer: • Hourly rate of £12.71 - £13.50 • Flexible working hours to suit the right candidate • Monday to Friday - no weekends • Opportunity to secure a permanent position • Friendly, supportive working environment Apply Now If you are looking for your next opportunity, apply today or contact Pertemps for more information.
