Join our busy administration team as a Pensions Administrator, supporting over 60 varied pension schemes, including our new and innovative Collective Defined Contribution (CDC) scheme. What is a CDC Pension Scheme? A CDC pension scheme is a new style of pension scheme designed to bridge the gap between Defined Benefit and Defined Contribution pensions, offering members a lifelong pension with fixed contributions pooled into a collective fund. Your Responsibilities Ensuring customer satisfaction is a key priority at all times and working in line with service levels Managing all aspects of the Pensions Administrator role, including pensions calculations, member enquiries, and ad hoc projects Mentoring team members whilst actively developing your own knowledge Maintaining accuracy of member/employer data at all times Monitor both the quality and volume of your own output, as well as that produced by the team. Undertake thorough reviews of colleagues' work to ensure accuracy and consistency. Taking ownership of and show a level of urgency in completing delegated tasks within the team Build relationships across relevant TPT teams as business need dictates Identifying areas for improvement, actively contributing in team meetings, refining processes and suggesting change Complying with the Data Protection Policy when dealing with personal data in the course of employment including personal data relating to any employee, customer, client, supplier or agent of the Company. Performing all duties in line with TPT's Information Security policy and to act as an ambassador of TPT at all times. Skills & Qualifications Experience with Defined Benefit & Defined Contribution Pensions GCSEs (or equivalent), C/4 or above in Maths and English Benefit calculation experience Working towards or completed CPC/DPA/CPA Microsoft Word and Excel proficiency Demonstrates enthusiasm for the job and able to work using own initiative. Able to work under pressure and adapt to changes within the workplace. Good level of communication skills and able to prioritise own workload. What You Will Get in Return A bustling and diverse administration department where a close knit group of three BAU teams work together to provide the best service possible for our valued members and employers. The teams work on over 60 different pension schemes, both DB, DC & CDC, allowing for a great variety of day to day case and project work. If you're wanting to expand your expertise in pensions administration to include the new CDC scheme, join us on our journey to delivering dependable retirement outcomes for our members and apply today! The Company TPT Retirement Solutions (TPT) is one of the UK's leading providers of workplace pensions with over 75 years' experience of managing defined benefit and defined contribution pension schemes. It has £11.1 billion of assets under management (as at 30 September 2024) and 470,000 members. TPT's mission is to make pension schemes perform better for everyone, from the sponsoring employers and trustees to the members who are saving for the future. They are an innovative, forward-thinking organisation, investing in technology to improve the services they provide. TPT are ultimately owned by a pension fund, providing genuine alignment of interests with those of their clients and scheme members.
Mar 18, 2026
Full time
Join our busy administration team as a Pensions Administrator, supporting over 60 varied pension schemes, including our new and innovative Collective Defined Contribution (CDC) scheme. What is a CDC Pension Scheme? A CDC pension scheme is a new style of pension scheme designed to bridge the gap between Defined Benefit and Defined Contribution pensions, offering members a lifelong pension with fixed contributions pooled into a collective fund. Your Responsibilities Ensuring customer satisfaction is a key priority at all times and working in line with service levels Managing all aspects of the Pensions Administrator role, including pensions calculations, member enquiries, and ad hoc projects Mentoring team members whilst actively developing your own knowledge Maintaining accuracy of member/employer data at all times Monitor both the quality and volume of your own output, as well as that produced by the team. Undertake thorough reviews of colleagues' work to ensure accuracy and consistency. Taking ownership of and show a level of urgency in completing delegated tasks within the team Build relationships across relevant TPT teams as business need dictates Identifying areas for improvement, actively contributing in team meetings, refining processes and suggesting change Complying with the Data Protection Policy when dealing with personal data in the course of employment including personal data relating to any employee, customer, client, supplier or agent of the Company. Performing all duties in line with TPT's Information Security policy and to act as an ambassador of TPT at all times. Skills & Qualifications Experience with Defined Benefit & Defined Contribution Pensions GCSEs (or equivalent), C/4 or above in Maths and English Benefit calculation experience Working towards or completed CPC/DPA/CPA Microsoft Word and Excel proficiency Demonstrates enthusiasm for the job and able to work using own initiative. Able to work under pressure and adapt to changes within the workplace. Good level of communication skills and able to prioritise own workload. What You Will Get in Return A bustling and diverse administration department where a close knit group of three BAU teams work together to provide the best service possible for our valued members and employers. The teams work on over 60 different pension schemes, both DB, DC & CDC, allowing for a great variety of day to day case and project work. If you're wanting to expand your expertise in pensions administration to include the new CDC scheme, join us on our journey to delivering dependable retirement outcomes for our members and apply today! The Company TPT Retirement Solutions (TPT) is one of the UK's leading providers of workplace pensions with over 75 years' experience of managing defined benefit and defined contribution pension schemes. It has £11.1 billion of assets under management (as at 30 September 2024) and 470,000 members. TPT's mission is to make pension schemes perform better for everyone, from the sponsoring employers and trustees to the members who are saving for the future. They are an innovative, forward-thinking organisation, investing in technology to improve the services they provide. TPT are ultimately owned by a pension fund, providing genuine alignment of interests with those of their clients and scheme members.
HR Administrator Central Bristol 35 hours per week ? Fantastic office and Outstanding benefitsWe're partnering with an award-winning, highly respected organisation based in central Bristol to recruit a HR Administrator.This is a brilliant opportunity for someone who genuinely enjoys HR administration - the systems, the structure, the detail, the process and wants to build long-term expertise within a stable, collaborative business.Our client is looking for a steady, dependable professional who takes real pride in getting the detail right and being the operational backbone of a team. The Role This position supports the full employee lifecycle and plays a key role in ensuring HR processes are accurate, compliant and efficiently managed.You'll be central to keeping the function running smoothly, maintaining systems, coordinating recruitment activity, supporting payroll processes and ensuring documentation is watertight.This role would suit:An experienced HR Administrator seeking a stable, long-term opportunity or a strong administrator with a genuine interest in HR who wants to deepen their experience in a supportive environment. Key Responsibilities Employee Lifecycle Administration Maintaining and updating HR systems with accuracy and integrity Managing employee files and documentation Processing leavers and coordinating exit interviews Monitoring probation periods and performance cycles Providing first-line guidance on HR policies and procedures Supporting monthly payroll reporting and employee benefits administration Recruitment & Onboarding Administering new role approvals and recruitment documentation Managing candidate tracking via the HR system Liaising with agencies and hiring managers Coordinating onboarding and induction processes Conducting screening and vetting in line with regulatory requirements Producing recruitment updates and HR MI Systems & Reporting Acting as a key HR systems user What We're Looking For Someone who genuinely enjoys organisation and administration Strong attention to detail and high levels of accuracy Confident IT skills, ideally with experience using HR systems A calm, reliable and professional approach A collaborative mindset and positive attitude Comfortable working in a fast-paced but structured environment This is a role for someone who values consistency, enjoys becoming the "go-to" person for process and takes satisfaction in doing the fundamentals exceptionally well. What's on Offer 35-hour working week Central Bristol location with fantastic modern offices Outstanding benefits package A collaborative, professional and well-established organisation A stable role within a supportive HR team If you're looking for a HR administration position where you can embed yourself, build strong working relationships and become a trusted part of the function, this is well worth a conversation.
Mar 18, 2026
Full time
HR Administrator Central Bristol 35 hours per week ? Fantastic office and Outstanding benefitsWe're partnering with an award-winning, highly respected organisation based in central Bristol to recruit a HR Administrator.This is a brilliant opportunity for someone who genuinely enjoys HR administration - the systems, the structure, the detail, the process and wants to build long-term expertise within a stable, collaborative business.Our client is looking for a steady, dependable professional who takes real pride in getting the detail right and being the operational backbone of a team. The Role This position supports the full employee lifecycle and plays a key role in ensuring HR processes are accurate, compliant and efficiently managed.You'll be central to keeping the function running smoothly, maintaining systems, coordinating recruitment activity, supporting payroll processes and ensuring documentation is watertight.This role would suit:An experienced HR Administrator seeking a stable, long-term opportunity or a strong administrator with a genuine interest in HR who wants to deepen their experience in a supportive environment. Key Responsibilities Employee Lifecycle Administration Maintaining and updating HR systems with accuracy and integrity Managing employee files and documentation Processing leavers and coordinating exit interviews Monitoring probation periods and performance cycles Providing first-line guidance on HR policies and procedures Supporting monthly payroll reporting and employee benefits administration Recruitment & Onboarding Administering new role approvals and recruitment documentation Managing candidate tracking via the HR system Liaising with agencies and hiring managers Coordinating onboarding and induction processes Conducting screening and vetting in line with regulatory requirements Producing recruitment updates and HR MI Systems & Reporting Acting as a key HR systems user What We're Looking For Someone who genuinely enjoys organisation and administration Strong attention to detail and high levels of accuracy Confident IT skills, ideally with experience using HR systems A calm, reliable and professional approach A collaborative mindset and positive attitude Comfortable working in a fast-paced but structured environment This is a role for someone who values consistency, enjoys becoming the "go-to" person for process and takes satisfaction in doing the fundamentals exceptionally well. What's on Offer 35-hour working week Central Bristol location with fantastic modern offices Outstanding benefits package A collaborative, professional and well-established organisation A stable role within a supportive HR team If you're looking for a HR administration position where you can embed yourself, build strong working relationships and become a trusted part of the function, this is well worth a conversation.
Job title: HR Administrator Salary: Up to £30k Location: Norwich My client is looking for and HR Administrator to join their team. This role requires someone who has great attention to details and is keen to learn. There will be development and progression within this role. Duties : Providing administrative support to the HR function across the business Managing a busy shared mailbox Handling time-sensitive documentation with accuracy and confidentiality Supporting recruitment activities Booking and coordinating training events Maintaining and updating HR procedures, policies, and manual documentation Point of contact for employee queries Assisting with payroll-related Supporting PDP bookings, reviews, and related administration Assisting the department in tracking and maintaining departmental KPIs Answering and managing incoming telephone calls Attributes : Team player Hardworking Good attention to detail
Mar 18, 2026
Full time
Job title: HR Administrator Salary: Up to £30k Location: Norwich My client is looking for and HR Administrator to join their team. This role requires someone who has great attention to details and is keen to learn. There will be development and progression within this role. Duties : Providing administrative support to the HR function across the business Managing a busy shared mailbox Handling time-sensitive documentation with accuracy and confidentiality Supporting recruitment activities Booking and coordinating training events Maintaining and updating HR procedures, policies, and manual documentation Point of contact for employee queries Assisting with payroll-related Supporting PDP bookings, reviews, and related administration Assisting the department in tracking and maintaining departmental KPIs Answering and managing incoming telephone calls Attributes : Team player Hardworking Good attention to detail
Job Description We are looking for an enthusiastic and motivated customer service specialist who wants to be a part of our passionate and dedicated Lettings Insurance team.As a Lettings Insurance Administrator , you will be working for the UK s largest property services group where we serve our customers in multiple locations. We have unparalleled coverage of the UK property market, and we are uniquely placed to support our customers across the residential and commercial property markets. Responsibilities of a Lettings Insurance Administrator : Logging all support calls to demonstrate response times and resource Ensuring you have a comprehensive understanding of the current Lettings Insurance products being sold through the branch network in order that you can support and assist the branch network with any queries Processing requests for new users Following up all new users requests to ensure that Branch Managers Carrying out quality control audits on various areas of the sale of general insurance within the lettings branches, to ensure that all are compliant with the currently agreed audit matrix Assisting with the annual (and other periodic) compliance auditing of branches and colleagues to ensure that the full requirements of CPS are met Maintaining comprehensive records of the results of all quality control audits in order that these can be submitted to CPS as part of their auditing of CRL processes and sales Completing weekly dashboard, reports and general MI relating to the areas covered by your role. Monitoring the general insurance mailboxes for various products to ensure that all queries are answered promptly Compliance auditing and checks for various insurance products offered within the business Skills & Experience of a Lettings Insurance Administrator Quality Control and Auditing experience preferable First class customer service skills Excellent organisation, prioritisation and time management skills with a strong attention to detail Ability to work proactively and comfortable / excited at using their own initiative in a fast-paced environment where priorities can change regularly Strong communication, influencing and relationship skills High levels of energy, drive, enthusiasm with a passion for developing themselves and being an active and supportive member of a high performing team High level of competency in IT along with excellent written and spoken English Benefits for a Lettings Insurance Administrator: Pension scheme 23 days annual leave, increasing with service Training and career progression opportunities throughout the business Industry recognised qualifications Discount schemes covering retail, entertainment, travel and health Free on-site parking Countrywide, part of the Connells Group, 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.CC00708
Mar 18, 2026
Full time
Job Description We are looking for an enthusiastic and motivated customer service specialist who wants to be a part of our passionate and dedicated Lettings Insurance team.As a Lettings Insurance Administrator , you will be working for the UK s largest property services group where we serve our customers in multiple locations. We have unparalleled coverage of the UK property market, and we are uniquely placed to support our customers across the residential and commercial property markets. Responsibilities of a Lettings Insurance Administrator : Logging all support calls to demonstrate response times and resource Ensuring you have a comprehensive understanding of the current Lettings Insurance products being sold through the branch network in order that you can support and assist the branch network with any queries Processing requests for new users Following up all new users requests to ensure that Branch Managers Carrying out quality control audits on various areas of the sale of general insurance within the lettings branches, to ensure that all are compliant with the currently agreed audit matrix Assisting with the annual (and other periodic) compliance auditing of branches and colleagues to ensure that the full requirements of CPS are met Maintaining comprehensive records of the results of all quality control audits in order that these can be submitted to CPS as part of their auditing of CRL processes and sales Completing weekly dashboard, reports and general MI relating to the areas covered by your role. Monitoring the general insurance mailboxes for various products to ensure that all queries are answered promptly Compliance auditing and checks for various insurance products offered within the business Skills & Experience of a Lettings Insurance Administrator Quality Control and Auditing experience preferable First class customer service skills Excellent organisation, prioritisation and time management skills with a strong attention to detail Ability to work proactively and comfortable / excited at using their own initiative in a fast-paced environment where priorities can change regularly Strong communication, influencing and relationship skills High levels of energy, drive, enthusiasm with a passion for developing themselves and being an active and supportive member of a high performing team High level of competency in IT along with excellent written and spoken English Benefits for a Lettings Insurance Administrator: Pension scheme 23 days annual leave, increasing with service Training and career progression opportunities throughout the business Industry recognised qualifications Discount schemes covering retail, entertainment, travel and health Free on-site parking Countrywide, part of the Connells Group, 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.CC00708
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Stoke-on-Trent offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Mar 18, 2026
Full time
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Stoke-on-Trent offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Halesowen offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Mar 18, 2026
Full time
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Halesowen offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Bexhill-on-Sea offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Mar 18, 2026
Full time
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Bexhill-on-Sea offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Legal Administrator Salary: £26,000 Start Date: TBC Close date: 31st of March 2026 Location: Central Bristol with hybrid working following completion of probationary period About Us At Kings Court Trust, we occupy a unique, privileged position. We are called upon at a sensitive time when families are going through the stages of grief, but there is an acceptance that certain realities need to be addresse click apply for full job details
Mar 18, 2026
Full time
Legal Administrator Salary: £26,000 Start Date: TBC Close date: 31st of March 2026 Location: Central Bristol with hybrid working following completion of probationary period About Us At Kings Court Trust, we occupy a unique, privileged position. We are called upon at a sensitive time when families are going through the stages of grief, but there is an acceptance that certain realities need to be addresse click apply for full job details
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Droitwich offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Mar 18, 2026
Full time
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Droitwich offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Gloucester offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Mar 18, 2026
Full time
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Gloucester offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
A brand-new role reporting to the Operations Manager of an international Financial Services business. Were looking for an adaptable, enthusiastic and resilient administrator to provide varied operational support to a busy team and play a key part in shaping the success of the business. This fast-paced business is keen to offer training and would like to find a candidate with some existing operati click apply for full job details
Mar 18, 2026
Full time
A brand-new role reporting to the Operations Manager of an international Financial Services business. Were looking for an adaptable, enthusiastic and resilient administrator to provide varied operational support to a busy team and play a key part in shaping the success of the business. This fast-paced business is keen to offer training and would like to find a candidate with some existing operati click apply for full job details
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Derby offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Mar 18, 2026
Full time
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Derby offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Mortgage Case Handler - 12-month FTC Location: Worthing Salary: £26k - £28k DOE + company benefits Hours: Mon-Fri 9am - 5pm (Office based) Are you aspiring to become a Mortgage Broker but currently working within Mortgage Administration or case handling? Are you CeMAP 1+ qualified and looking for a clear progression pathway into an advisory role? An excellent opportunity has arisen to join a small, friendly and well-established brokerage based in Worthing. This role will initially be offered on a 12-month maternity fixed-term contract , with a clear and supported pathway to transition into a permanent Mortgage Broker position upon completion of the contract. Full support will be provided to help you achieve your remaining qualifications and work towards obtaining CAS status , making this an ideal opportunity for someone ambitious and career-focused. The Role You will play a pivotal role in supporting Mortgage Advisers and managing the full lifecycle of mortgage applications within a busy, FCA-regulated environment. Key Responsibilities: Liaising with clients, lenders, solicitors and introducers via phone and email Managing a caseload of new business mortgage applications through to completion Chasing outstanding documentation from clients and lenders Uploading and processing applications via lender portals Accurately maintaining and updating CRM systems Completing case checks to ensure compliance standards are met Adhering to FCA compliance and regulatory requirements Working within lender panel criteria to ensure suitable products are recommended Building and maintaining strong professional relationships Ensuring applications are processed efficiently and within agreed deadlines Keeping clients fully informed throughout the mortgage journey About You Experience within a Mortgage Administrator or Paraplanner role Strong understanding of mortgage processing and FCA compliance Excellent organisational skills with high attention to detail Confident communicator with strong client service skills Able to manage multiple cases within a fast-paced environment CeMAP qualified (or actively working towards qualification) Candidates holding CeMAP 1+ will be considered, with structured support available to complete the full qualification as part of the progression plan. This is a genuine career development opportunity within a supportive and forward-thinking brokerage. If you would like to learn more about this exciting opportunity, please apply today - I would be delighted to speak with you.
Mar 18, 2026
Contractor
Mortgage Case Handler - 12-month FTC Location: Worthing Salary: £26k - £28k DOE + company benefits Hours: Mon-Fri 9am - 5pm (Office based) Are you aspiring to become a Mortgage Broker but currently working within Mortgage Administration or case handling? Are you CeMAP 1+ qualified and looking for a clear progression pathway into an advisory role? An excellent opportunity has arisen to join a small, friendly and well-established brokerage based in Worthing. This role will initially be offered on a 12-month maternity fixed-term contract , with a clear and supported pathway to transition into a permanent Mortgage Broker position upon completion of the contract. Full support will be provided to help you achieve your remaining qualifications and work towards obtaining CAS status , making this an ideal opportunity for someone ambitious and career-focused. The Role You will play a pivotal role in supporting Mortgage Advisers and managing the full lifecycle of mortgage applications within a busy, FCA-regulated environment. Key Responsibilities: Liaising with clients, lenders, solicitors and introducers via phone and email Managing a caseload of new business mortgage applications through to completion Chasing outstanding documentation from clients and lenders Uploading and processing applications via lender portals Accurately maintaining and updating CRM systems Completing case checks to ensure compliance standards are met Adhering to FCA compliance and regulatory requirements Working within lender panel criteria to ensure suitable products are recommended Building and maintaining strong professional relationships Ensuring applications are processed efficiently and within agreed deadlines Keeping clients fully informed throughout the mortgage journey About You Experience within a Mortgage Administrator or Paraplanner role Strong understanding of mortgage processing and FCA compliance Excellent organisational skills with high attention to detail Confident communicator with strong client service skills Able to manage multiple cases within a fast-paced environment CeMAP qualified (or actively working towards qualification) Candidates holding CeMAP 1+ will be considered, with structured support available to complete the full qualification as part of the progression plan. This is a genuine career development opportunity within a supportive and forward-thinking brokerage. If you would like to learn more about this exciting opportunity, please apply today - I would be delighted to speak with you.
HR Administrator Full-time & office based 12-month FTC We are looking for a highly organised and proactive HR Administrator to support our clients HR team with all aspects of employee administration. This role is ideal for someone who enjoys a varied workload, thrives in a fast-paced environment, and has a strong eye for detail. Key Responsibilities Manage job adverts, applications, interview coordination, and recruitment admin. Prepare offer letters, contracts, induction packs, and complete all onboarding checks. Support the leavers process, including paperwork, system updates, and equipment returns. Maintain accurate employee records and update HR systems. Assist with timesheet processing, reporting and general HR compliance tasks. Provide note-taking support for formal meetings. Help coordinate HR events, communications, and newsletters. Support with training administration, mandatory checks, and data reporting. Provide general administrative support to the HR team and managers. Skills & Experience Essential: Strong administrative background with excellent organisation and time-management skills. Confident user of Microsoft Office (Word, Excel, PowerPoint). High accuracy, attention to detail, and ability to handle confidential information. Clear communication skills and ability to build positive working relationships. Desirable: CIPD Level 3 or working toward it. Experience in HR or recruitment administration. Knowledge of HR systems and employment processes. What We're Looking For A proactive, adaptable team player. Someone who can manage multiple tasks and prioritise effectively. A personable and professional communicator. Someone who brings initiative, reliability, and genuine interest in HR. If you are interested in this role, please apply with your up-to-date CV.
Mar 18, 2026
Contractor
HR Administrator Full-time & office based 12-month FTC We are looking for a highly organised and proactive HR Administrator to support our clients HR team with all aspects of employee administration. This role is ideal for someone who enjoys a varied workload, thrives in a fast-paced environment, and has a strong eye for detail. Key Responsibilities Manage job adverts, applications, interview coordination, and recruitment admin. Prepare offer letters, contracts, induction packs, and complete all onboarding checks. Support the leavers process, including paperwork, system updates, and equipment returns. Maintain accurate employee records and update HR systems. Assist with timesheet processing, reporting and general HR compliance tasks. Provide note-taking support for formal meetings. Help coordinate HR events, communications, and newsletters. Support with training administration, mandatory checks, and data reporting. Provide general administrative support to the HR team and managers. Skills & Experience Essential: Strong administrative background with excellent organisation and time-management skills. Confident user of Microsoft Office (Word, Excel, PowerPoint). High accuracy, attention to detail, and ability to handle confidential information. Clear communication skills and ability to build positive working relationships. Desirable: CIPD Level 3 or working toward it. Experience in HR or recruitment administration. Knowledge of HR systems and employment processes. What We're Looking For A proactive, adaptable team player. Someone who can manage multiple tasks and prioritise effectively. A personable and professional communicator. Someone who brings initiative, reliability, and genuine interest in HR. If you are interested in this role, please apply with your up-to-date CV.
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Braintree offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Mar 18, 2026
Full time
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Braintree offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional East Molesey office one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Mar 18, 2026
Full time
Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional East Molesey office one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Technical Administrator - Growing Wealth Management Firm A dynamic and expanding Wealth Management firm is looking to hire a Technical Administrator to support their team of financial advisers. This is an excellent opportunity for someone organised, proactive, and looking to develop their career in financial services. Salary & Benefits: £20,000 - £35,000 per annum (dependent on experience) Additional benefits including pension, training and development, and supportive team culture Key Responsibilities: Prepare suitability reports, illustrations, and other technical documentation for advisers Process new business and follow-up documentation with providers Conduct compliance and regulatory checks to ensure all client work meets FCA standards Maintain accurate client records, including updates in CRM and advisory systems Support paraplanners and advisers with research and data collation Liaise with providers, clients, and internal teams to resolve queries efficiently Assist with ongoing client reviews and account maintenance Contribute to process improvements and support operational efficiency About You: Experience working in a technical or paraplanning support role within financial services or wealth management Knowledge of financial products, pensions, investments, and protection policies Strong attention to detail and organisational skills Ability to manage multiple tasks and deadlines in a fast-paced environment Excellent written and verbal communication skills Proactive and solutions-focused mindset This role offers the chance to work within a forward-thinking firm and play a key part in delivering excellent client service.
Mar 18, 2026
Full time
Technical Administrator - Growing Wealth Management Firm A dynamic and expanding Wealth Management firm is looking to hire a Technical Administrator to support their team of financial advisers. This is an excellent opportunity for someone organised, proactive, and looking to develop their career in financial services. Salary & Benefits: £20,000 - £35,000 per annum (dependent on experience) Additional benefits including pension, training and development, and supportive team culture Key Responsibilities: Prepare suitability reports, illustrations, and other technical documentation for advisers Process new business and follow-up documentation with providers Conduct compliance and regulatory checks to ensure all client work meets FCA standards Maintain accurate client records, including updates in CRM and advisory systems Support paraplanners and advisers with research and data collation Liaise with providers, clients, and internal teams to resolve queries efficiently Assist with ongoing client reviews and account maintenance Contribute to process improvements and support operational efficiency About You: Experience working in a technical or paraplanning support role within financial services or wealth management Knowledge of financial products, pensions, investments, and protection policies Strong attention to detail and organisational skills Ability to manage multiple tasks and deadlines in a fast-paced environment Excellent written and verbal communication skills Proactive and solutions-focused mindset This role offers the chance to work within a forward-thinking firm and play a key part in delivering excellent client service.
Location: Coltishall, Norfolk Salary: up to £30,000 (depending on experience & qualifications) Hours: Monday to Friday, 9:00am - 5:00pm (37.5 hours per week) Flexible working available after completion of initial training The Opportunity This is a fantastic opportunity for an experienced Financial Services Administrator to join a well-established and growing financial planning firm. Due to continued success, the business is expanding its Client Services Team and is looking for someone with strong administrative experience within financial services to play a key support role. The Role You will be responsible for the day-to-day administration of the business, supporting advisers and ensuring service level agreements and key performance indicators are consistently met. Salary & Benefits: Basic Salary - £25,000 - £30,000 (Depending on Experience) Bonus scheme Study support and funded exams Great progression opportunities Pension contributions Death in Service cover 25 days holiday plus bank holidays Key Responsibilities: General Administration & Office Support Managing daily post, including scanning, filing, franking and preparing outgoing mail Answering incoming calls and handling client queries Updating task management and back-office systems Managing advisers' appointments Welcoming visitors and providing refreshments Adviser Support Requesting and collating plan and policy information Assisting with client meeting preparation Preparing client letters and illustrations Liaising with clients and product providers Client Reporting & Reviews Producing and issuing portfolio reports Preparing review documentation for advisers Compiling fund performance information New Business Processing Online submission of pension and investment applications Buying and selling investments on platforms Processing client income requirements Completing fund switches Checking completion and accuracy of all trades Assisting with medical underwriting applications for life cover Skills & Experience Required: Experience Minimum of 2 years' experience in a similar financial services administration role Qualifications Essential: GCSEs (or equivalent) - 5 subjects including Maths and English at Level 4 or above Desirable: A Levels - minimum of 2 subjects at Grade C or above (or equivalent) Working towards the Level 4 Diploma in Financial Planning or willing to start exams Key Skills & Attributes: Excellent communication skills Strong attention to detail Professional email and letter writing skills Good organisational and administrative skills Analytical and problem-solving ability Team player with a patient and professional approach By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Mar 18, 2026
Full time
Location: Coltishall, Norfolk Salary: up to £30,000 (depending on experience & qualifications) Hours: Monday to Friday, 9:00am - 5:00pm (37.5 hours per week) Flexible working available after completion of initial training The Opportunity This is a fantastic opportunity for an experienced Financial Services Administrator to join a well-established and growing financial planning firm. Due to continued success, the business is expanding its Client Services Team and is looking for someone with strong administrative experience within financial services to play a key support role. The Role You will be responsible for the day-to-day administration of the business, supporting advisers and ensuring service level agreements and key performance indicators are consistently met. Salary & Benefits: Basic Salary - £25,000 - £30,000 (Depending on Experience) Bonus scheme Study support and funded exams Great progression opportunities Pension contributions Death in Service cover 25 days holiday plus bank holidays Key Responsibilities: General Administration & Office Support Managing daily post, including scanning, filing, franking and preparing outgoing mail Answering incoming calls and handling client queries Updating task management and back-office systems Managing advisers' appointments Welcoming visitors and providing refreshments Adviser Support Requesting and collating plan and policy information Assisting with client meeting preparation Preparing client letters and illustrations Liaising with clients and product providers Client Reporting & Reviews Producing and issuing portfolio reports Preparing review documentation for advisers Compiling fund performance information New Business Processing Online submission of pension and investment applications Buying and selling investments on platforms Processing client income requirements Completing fund switches Checking completion and accuracy of all trades Assisting with medical underwriting applications for life cover Skills & Experience Required: Experience Minimum of 2 years' experience in a similar financial services administration role Qualifications Essential: GCSEs (or equivalent) - 5 subjects including Maths and English at Level 4 or above Desirable: A Levels - minimum of 2 subjects at Grade C or above (or equivalent) Working towards the Level 4 Diploma in Financial Planning or willing to start exams Key Skills & Attributes: Excellent communication skills Strong attention to detail Professional email and letter writing skills Good organisational and administrative skills Analytical and problem-solving ability Team player with a patient and professional approach By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Job Title - IFA Administrator Location : Northampton Basic Salary : Up to £30,000 + Bonus & Benefits Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a well-established independent financial advice firm based in Northampton. With a long history of providing independent financial advice across Northamptonshire and surrounding areas, the business has been operating for several decades, evolving from its roots in life and pensions advice to offer a broader range of financial planning and consultancy services. As the Corporate Support Administrator, you will work closely within a well-established team of experienced administrators, advisers and paraplanners, acting as a main point of contact for clients while helping to strengthen existing relationships and support the development of new business through clear communication and a confident, professional approach. This is a great opportunity for an experienced IFA Administrator or similar background, to start their journey towards becoming a financial adviser. There is a clear plan set out over a 2/3-year period, where the company will support you with qualifications and progression. Salary & Benefits: £25,000 - £30,000 dependant on experience 25 days annual leave + BH's (increasing to 27 days after 5 years and 30 days after 10 years' service) Support for undertaking professional exams (CII or LIBF) Clear career progression to IFA status Standard Pension Contribution, increasing to 9% employer contribution after 5 years' service Parking Group Life Cover Bonus Scheme & Christmas Bonus - subject to company performance Yearly pay reviews Working Hours: 35hrs a week, Monday - Friday, 9am - 5pm (1hr for lunch) Friday working from home Hybrid Working Responsibilities: Provide administrative support to Advisors and Consultants for employer meetings, presentations and ongoing client service Prepare reports, carry out research and maintain accurate records on back-office systems Liaise with providers, employers and payroll teams to gather and update scheme, workforce and member data Manage scheme renewals and re-enrolments, including obtaining and negotiating terms and meeting all deadlines Support auto-enrolment compliance, including charge reviews, re-certifications and declarations with the Pensions Regulator Administer workplace pension schemes, including uploads, enrolments, eligibility checks and employee changes Assist with employee benefits renewals and new policy set-ups, including research and documentation Handle general workplace pension and benefits queries from employers and employees Ensure premiums, claims, reimbursements and benefit communications are processed accurately and on time Build and maintain effective working relationships with clients, providers and third-party professionals Skills and experience: Ideally a Minimum of 2 years' experience in IFA environment or similar Open to applications from individuals looking to start a career in wealth management Basic understanding of financial services, including pensions Comprehensive Microsoft Excel and Word skills, including handling and formatting data Good numeracy and literacy (GCSE level 5/C or above) Attention to detail with the ability to manage workload and meet deadlines Confident communicator, comfortable liaising with clients, providers, and employers Willingness to learn and develop skills within the role Desirable: Knowledge of auto-enrolment rules and employer duties Experience administering corporate pension or employee benefit schemes, including new scheme set-up Understanding of employee benefits such as DIS, PMI, private health, and cash plans By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Mar 18, 2026
Full time
Job Title - IFA Administrator Location : Northampton Basic Salary : Up to £30,000 + Bonus & Benefits Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a well-established independent financial advice firm based in Northampton. With a long history of providing independent financial advice across Northamptonshire and surrounding areas, the business has been operating for several decades, evolving from its roots in life and pensions advice to offer a broader range of financial planning and consultancy services. As the Corporate Support Administrator, you will work closely within a well-established team of experienced administrators, advisers and paraplanners, acting as a main point of contact for clients while helping to strengthen existing relationships and support the development of new business through clear communication and a confident, professional approach. This is a great opportunity for an experienced IFA Administrator or similar background, to start their journey towards becoming a financial adviser. There is a clear plan set out over a 2/3-year period, where the company will support you with qualifications and progression. Salary & Benefits: £25,000 - £30,000 dependant on experience 25 days annual leave + BH's (increasing to 27 days after 5 years and 30 days after 10 years' service) Support for undertaking professional exams (CII or LIBF) Clear career progression to IFA status Standard Pension Contribution, increasing to 9% employer contribution after 5 years' service Parking Group Life Cover Bonus Scheme & Christmas Bonus - subject to company performance Yearly pay reviews Working Hours: 35hrs a week, Monday - Friday, 9am - 5pm (1hr for lunch) Friday working from home Hybrid Working Responsibilities: Provide administrative support to Advisors and Consultants for employer meetings, presentations and ongoing client service Prepare reports, carry out research and maintain accurate records on back-office systems Liaise with providers, employers and payroll teams to gather and update scheme, workforce and member data Manage scheme renewals and re-enrolments, including obtaining and negotiating terms and meeting all deadlines Support auto-enrolment compliance, including charge reviews, re-certifications and declarations with the Pensions Regulator Administer workplace pension schemes, including uploads, enrolments, eligibility checks and employee changes Assist with employee benefits renewals and new policy set-ups, including research and documentation Handle general workplace pension and benefits queries from employers and employees Ensure premiums, claims, reimbursements and benefit communications are processed accurately and on time Build and maintain effective working relationships with clients, providers and third-party professionals Skills and experience: Ideally a Minimum of 2 years' experience in IFA environment or similar Open to applications from individuals looking to start a career in wealth management Basic understanding of financial services, including pensions Comprehensive Microsoft Excel and Word skills, including handling and formatting data Good numeracy and literacy (GCSE level 5/C or above) Attention to detail with the ability to manage workload and meet deadlines Confident communicator, comfortable liaising with clients, providers, and employers Willingness to learn and develop skills within the role Desirable: Knowledge of auto-enrolment rules and employer duties Experience administering corporate pension or employee benefit schemes, including new scheme set-up Understanding of employee benefits such as DIS, PMI, private health, and cash plans By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Mortgage Administrator- REMOTE We are looking to hire an experienced Mortgage Administrator to join the team as soon as possible. This is an employed position, working 35 hours per week (9am-5pm) Remote. The successful candidate must have at least 1 year's experience in whole-of-market mortgage administration and be confident managing cases from application through to completion. Strong organisational skills and the ability to handle multiple cases efficiently are essential. Experience in protection administration, compliance checks, would be advantageous but is not essential. Quarterly travel for team meetings/training and development Basic neg- £26,000 to £28,000 Plus bonus and employee benefits. If you have any questions, please feel free to get in touc
Mar 18, 2026
Full time
Mortgage Administrator- REMOTE We are looking to hire an experienced Mortgage Administrator to join the team as soon as possible. This is an employed position, working 35 hours per week (9am-5pm) Remote. The successful candidate must have at least 1 year's experience in whole-of-market mortgage administration and be confident managing cases from application through to completion. Strong organisational skills and the ability to handle multiple cases efficiently are essential. Experience in protection administration, compliance checks, would be advantageous but is not essential. Quarterly travel for team meetings/training and development Basic neg- £26,000 to £28,000 Plus bonus and employee benefits. If you have any questions, please feel free to get in touc
