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Pro Staff Recruitment Ltd
HR Administrator
Pro Staff Recruitment Ltd Bedford, Bedfordshire
HR Administrator Location: Office-based -Bedfordshire Salary: £30,000 per annum Hours: 40 hours per week, Monday to Friday, 8:00 am - 5:00 pm We are currently recruiting on behalf of our client for an experienced HR Administrator to join a busy and supportive People team. This is a fantastic opportunity for an organised and detail-oriented HR professional who is passionate about delivering a high standard of service and ensuring smooth, compliant HR operations across the business. As an HR Administrator, you will play a key role in supporting the full employee lifecycle while acting as a central point of contact for HR systems, processes, and queries. You will ensure accuracy, compliance, and efficiency across all core HR activities. Key Responsibilities Act as the People team's Workday champion, ensuring all employee lifecycle changes, including starters, leavers, and contractual amendments, are processed accurately and reported as required. Monitor compliance and accuracy across key HR processes, including pre-employment checks, onboarding, probation reviews, inductions, and leaver procedures. Serve as the subject matter expert for Workday processes, providing guidance and support to managers and the wider People team. Maintain accurate and up-to-date employee records using Workday and SharePoint in line with GDPR and data protection requirements. Administer employee leavers, including producing associated documentation and monitoring completion of exit interviews. Manage and respond to queries received through the HR inbox, ensuring timely and professional communication. Support the People team with the preparation of Employee Relations documentation as required. Skills and Experience Proven experience within an HR administration role, with a solid understanding of core HR processes across the full employee lifecycle. Strong written and verbal communication skills, with the ability to produce clear, accurate, and professional documentation. Highly organised with the ability to prioritise workload and manage multiple tasks in a fast-paced environment. Able to work collaboratively within a team whilst also demonstrating initiative and the ability to work independently. Professional and discreet, with confidence in handling sensitive and confidential information. Proficient in Microsoft Office, including Word, Excel, Outlook, and Teams. Experience of using HR systems is essential, with Workday experience highly desirable. This is an excellent opportunity for an HR professional looking to develop their career within a structured and values-driven environment, where accuracy, ownership, and continuous improvement are highly valued.
Mar 19, 2026
Full time
HR Administrator Location: Office-based -Bedfordshire Salary: £30,000 per annum Hours: 40 hours per week, Monday to Friday, 8:00 am - 5:00 pm We are currently recruiting on behalf of our client for an experienced HR Administrator to join a busy and supportive People team. This is a fantastic opportunity for an organised and detail-oriented HR professional who is passionate about delivering a high standard of service and ensuring smooth, compliant HR operations across the business. As an HR Administrator, you will play a key role in supporting the full employee lifecycle while acting as a central point of contact for HR systems, processes, and queries. You will ensure accuracy, compliance, and efficiency across all core HR activities. Key Responsibilities Act as the People team's Workday champion, ensuring all employee lifecycle changes, including starters, leavers, and contractual amendments, are processed accurately and reported as required. Monitor compliance and accuracy across key HR processes, including pre-employment checks, onboarding, probation reviews, inductions, and leaver procedures. Serve as the subject matter expert for Workday processes, providing guidance and support to managers and the wider People team. Maintain accurate and up-to-date employee records using Workday and SharePoint in line with GDPR and data protection requirements. Administer employee leavers, including producing associated documentation and monitoring completion of exit interviews. Manage and respond to queries received through the HR inbox, ensuring timely and professional communication. Support the People team with the preparation of Employee Relations documentation as required. Skills and Experience Proven experience within an HR administration role, with a solid understanding of core HR processes across the full employee lifecycle. Strong written and verbal communication skills, with the ability to produce clear, accurate, and professional documentation. Highly organised with the ability to prioritise workload and manage multiple tasks in a fast-paced environment. Able to work collaboratively within a team whilst also demonstrating initiative and the ability to work independently. Professional and discreet, with confidence in handling sensitive and confidential information. Proficient in Microsoft Office, including Word, Excel, Outlook, and Teams. Experience of using HR systems is essential, with Workday experience highly desirable. This is an excellent opportunity for an HR professional looking to develop their career within a structured and values-driven environment, where accuracy, ownership, and continuous improvement are highly valued.
mbf.
IFA Administrator
mbf. Bath, Somerset
A well-established and growing independent financial planning firm in Bath seeking to recruit an additional IFA Administrator to join their supportive and professional team. Our client is a leading name in the region; they provide holistic financial planning solutions to HNW clients across the South West. In this position you will provide administrative support to a successful team of Financial Planners, clients and Paraplanners - you will be a vital part of the team and ongoing advice process. Key responsibilities will include: Providing day-to-day administrative support to Financial Planners Obtaining information from providers regarding clients' existing financial arrangements Preparing client valuations and review packs ahead of meetings Processing new business and ensuring all documentation is correct Maintaining accurate client records on the back-office system Managing your own caseload of client work and tasks Handling client and provider correspondence Acting as a point of contact for client queries Ensuring all files meet FCA and compliance requirements To be considered: Ideally at least 1 years' experience within a financial planning/ifa environment Experience using Microsoft Office (Word, Excel and Outlook) Knowledge of financial services systems and processes An understanding of the financial planning advice process and FCA requirements Excellent organisational skills and attention to detail Strong written and verbal communication skills The client is offering a competitive overall package: basic to £32,000, discretionary annual bonus, 25 days holiday plus bank holidays, 5% pension, full exam support, life cover and much more. The client also offers hybrid working. You will be joining a growing financial planning business that places strong emphasis on long-term client relationships, high-quality advice and a supportive working culture. The firm is committed to developing its people and providing opportunities for career progression (should you want to). If you are looking to join a supportive employer, working within a first-class support team this could be an excellent opportunity for you.
Mar 19, 2026
Full time
A well-established and growing independent financial planning firm in Bath seeking to recruit an additional IFA Administrator to join their supportive and professional team. Our client is a leading name in the region; they provide holistic financial planning solutions to HNW clients across the South West. In this position you will provide administrative support to a successful team of Financial Planners, clients and Paraplanners - you will be a vital part of the team and ongoing advice process. Key responsibilities will include: Providing day-to-day administrative support to Financial Planners Obtaining information from providers regarding clients' existing financial arrangements Preparing client valuations and review packs ahead of meetings Processing new business and ensuring all documentation is correct Maintaining accurate client records on the back-office system Managing your own caseload of client work and tasks Handling client and provider correspondence Acting as a point of contact for client queries Ensuring all files meet FCA and compliance requirements To be considered: Ideally at least 1 years' experience within a financial planning/ifa environment Experience using Microsoft Office (Word, Excel and Outlook) Knowledge of financial services systems and processes An understanding of the financial planning advice process and FCA requirements Excellent organisational skills and attention to detail Strong written and verbal communication skills The client is offering a competitive overall package: basic to £32,000, discretionary annual bonus, 25 days holiday plus bank holidays, 5% pension, full exam support, life cover and much more. The client also offers hybrid working. You will be joining a growing financial planning business that places strong emphasis on long-term client relationships, high-quality advice and a supportive working culture. The firm is committed to developing its people and providing opportunities for career progression (should you want to). If you are looking to join a supportive employer, working within a first-class support team this could be an excellent opportunity for you.
mbf.
IFA Administrator
mbf. Exeter, Devon
A well-established and growing independent financial planning firm on the outskirts of Exeter are seeking to recruit an additional IFA Administrator to join their supportive and professional team. Our client is a leading name in the region; they provide holistic financial planning solutions to HNW clients across the South West. In this position you will provide administrative support to a successful team of Financial Planners, clients and Paraplanners - you will be a vital part of the team and ongoing advice process. Key responsibilities will include: Providing day-to-day administrative support to Financial Planners Obtaining information from providers regarding clients' existing financial arrangements Preparing client valuations and review packs ahead of meetings Processing new business and ensuring all documentation is correct Maintaining accurate client records on the back-office system Managing your own caseload of client work and tasks Handling client and provider correspondence Acting as a point of contact for client queries Ensuring all files meet FCA and compliance requirements To be considered: Ideally at least 1 years' experience within a financial planning/ifa environment Experience using Microsoft Office (Word, Excel and Outlook) Knowledge of financial services systems and processes An understanding of the financial planning advice process and FCA requirements Excellent organisational skills and attention to detail Strong written and verbal communication skills The client is offering a competitive overall package: basic to £32,000, discretionary annual bonus, 25 days holiday plus bank holidays, 5% pension, full exam support, life cover and much more. The client also offers hybrid working. You will be joining a growing financial planning business that places strong emphasis on long-term client relationships, high-quality advice and a supportive working culture. The firm is committed to developing its people and providing opportunities for career progression (should you want to). If you are looking to join a supportive employer, working within a first-class support team this could be an excellent opportunity for you.
Mar 19, 2026
Full time
A well-established and growing independent financial planning firm on the outskirts of Exeter are seeking to recruit an additional IFA Administrator to join their supportive and professional team. Our client is a leading name in the region; they provide holistic financial planning solutions to HNW clients across the South West. In this position you will provide administrative support to a successful team of Financial Planners, clients and Paraplanners - you will be a vital part of the team and ongoing advice process. Key responsibilities will include: Providing day-to-day administrative support to Financial Planners Obtaining information from providers regarding clients' existing financial arrangements Preparing client valuations and review packs ahead of meetings Processing new business and ensuring all documentation is correct Maintaining accurate client records on the back-office system Managing your own caseload of client work and tasks Handling client and provider correspondence Acting as a point of contact for client queries Ensuring all files meet FCA and compliance requirements To be considered: Ideally at least 1 years' experience within a financial planning/ifa environment Experience using Microsoft Office (Word, Excel and Outlook) Knowledge of financial services systems and processes An understanding of the financial planning advice process and FCA requirements Excellent organisational skills and attention to detail Strong written and verbal communication skills The client is offering a competitive overall package: basic to £32,000, discretionary annual bonus, 25 days holiday plus bank holidays, 5% pension, full exam support, life cover and much more. The client also offers hybrid working. You will be joining a growing financial planning business that places strong emphasis on long-term client relationships, high-quality advice and a supportive working culture. The firm is committed to developing its people and providing opportunities for career progression (should you want to). If you are looking to join a supportive employer, working within a first-class support team this could be an excellent opportunity for you.
Recruit UK
Senior IFA Administrator
Recruit UK Worcester, Worcestershire
Job Title: Senior IFA Administrator Industry: Financial Services Location: Worcester (Office-based initially, hybrid post-probation) Salary: Up to £37,500 DOE Reference Number: 10237 Recruit UK is working with a well-respected Independent Financial Adviser firm in Worcester, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. As an IFA Administrator you will play a key role in supporting advisers across all aspects of financial services administration, ensuring the smooth delivery of high-quality client service. Responsibilities: Processing new business applications and liaising with providers to ensure timely and accurate completion Coordinating client meetings, preparing valuations and meeting packs, and managing advisers' diaries effectively Managing client correspondence and maintaining accurate records, ensuring all documentation complies with FCA regulations and internal compliance standards Supporting the training and quality checking of work completed by junior team members, as required What's in it for you: Competitive salary up to £37,500 (depending on experience) 25 days' annual leave, increasing with length of service Auto-enrolment pension Share Incentive Plan Private Medical Insurance Death in Service (DIS) cover Income Protection Enhanced maternity leave Paid paternity leave Electric car scheme Cycle to work scheme Hybrid working arrangement following probation Skills and experience required: A minimum of 2 years' experience (or equivalent) in a Senior Administrative role within Financial Services Proficiency in Microsoft Office and Outlook, with strong working knowledge of Word and Excel A strong understanding of FCA regulations and compliance requirements Experience using Xplan or Voyant is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Mar 19, 2026
Full time
Job Title: Senior IFA Administrator Industry: Financial Services Location: Worcester (Office-based initially, hybrid post-probation) Salary: Up to £37,500 DOE Reference Number: 10237 Recruit UK is working with a well-respected Independent Financial Adviser firm in Worcester, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. As an IFA Administrator you will play a key role in supporting advisers across all aspects of financial services administration, ensuring the smooth delivery of high-quality client service. Responsibilities: Processing new business applications and liaising with providers to ensure timely and accurate completion Coordinating client meetings, preparing valuations and meeting packs, and managing advisers' diaries effectively Managing client correspondence and maintaining accurate records, ensuring all documentation complies with FCA regulations and internal compliance standards Supporting the training and quality checking of work completed by junior team members, as required What's in it for you: Competitive salary up to £37,500 (depending on experience) 25 days' annual leave, increasing with length of service Auto-enrolment pension Share Incentive Plan Private Medical Insurance Death in Service (DIS) cover Income Protection Enhanced maternity leave Paid paternity leave Electric car scheme Cycle to work scheme Hybrid working arrangement following probation Skills and experience required: A minimum of 2 years' experience (or equivalent) in a Senior Administrative role within Financial Services Proficiency in Microsoft Office and Outlook, with strong working knowledge of Word and Excel A strong understanding of FCA regulations and compliance requirements Experience using Xplan or Voyant is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Recruit Wealth
SIPP Administrator
Recruit Wealth Sale, Cheshire
An established and highly respected pensions provider is seeking an experienced New Business Pension Administrator to join its growing technical administration team. Operating for over 25 years, the business works closely with regulated financial advisers across the UK, delivering specialist pension solutions supported by strong technical expertise, innovative technology and a collaborative team culture. This is an excellent opportunity for someone with SIPP administration experience who is looking to join a business where their expertise will be valued and where they can further develop their technical knowledge within the pensions sector. The Opportunity Consider this role as an entry point to their specialist SIPP administration team, supporting advisers and clients by processing new business applications and ensuring pension transactions are completed accurately and efficiently. The role offers exposure to a broad range of pension administration activities and the opportunity to work alongside experienced team members within a supportive and professional environment. You will regularly liaise with financial advisers, investment providers and internal teams, ensuring requests are handled efficiently while maintaining the highest standards of service, accuracy and regulatory compliance. Key Responsibilities: Processing new SIPP business applications from submission through to completion Managing pension transfers and investment applications Processing payments to investment providers and financial advisers Handling investment withdrawals and related pension transactions Completing pension administration tasks including LOAs, FSCS claims, DSARs and agency changes Liaising with financial advisers and clients to resolve queries and provide updates Tracking requests through to completion within service level agreements Supporting wider SIPP administration where required, including property-based pensions Maintaining high standards of accuracy, compliance and risk management Contributing to internal projects and continuous improvements within the administration team What We're Looking For: Minimum 1 years' experience in pensions administration Strong working knowledge of SIPP administration Good understanding of pension rules and investment transactions Strong attention to detail and organisational skills Excellent communication skills with the ability to liaise confidently with advisers and clients Comfortable working with pension calculations and numerical data Proficiency in Microsoft Office, particularly Excel You will also bring a proactive mindset, strong teamwork and a commitment to delivering excellent client service. Why Join? This is an opportunity to join a well-established pension provider where you will work within a collaborative team focused on delivering high-quality service and expertise to advisers and their clients. The business offers a supportive culture, strong technical exposure and opportunities for ongoing professional development within the pensions industry. An attractive salary alongside comprehensive benefits are all available. Hybrid working is fully supported. Please apply to us here at Recruit Wealth for an immediate response.
Mar 19, 2026
Full time
An established and highly respected pensions provider is seeking an experienced New Business Pension Administrator to join its growing technical administration team. Operating for over 25 years, the business works closely with regulated financial advisers across the UK, delivering specialist pension solutions supported by strong technical expertise, innovative technology and a collaborative team culture. This is an excellent opportunity for someone with SIPP administration experience who is looking to join a business where their expertise will be valued and where they can further develop their technical knowledge within the pensions sector. The Opportunity Consider this role as an entry point to their specialist SIPP administration team, supporting advisers and clients by processing new business applications and ensuring pension transactions are completed accurately and efficiently. The role offers exposure to a broad range of pension administration activities and the opportunity to work alongside experienced team members within a supportive and professional environment. You will regularly liaise with financial advisers, investment providers and internal teams, ensuring requests are handled efficiently while maintaining the highest standards of service, accuracy and regulatory compliance. Key Responsibilities: Processing new SIPP business applications from submission through to completion Managing pension transfers and investment applications Processing payments to investment providers and financial advisers Handling investment withdrawals and related pension transactions Completing pension administration tasks including LOAs, FSCS claims, DSARs and agency changes Liaising with financial advisers and clients to resolve queries and provide updates Tracking requests through to completion within service level agreements Supporting wider SIPP administration where required, including property-based pensions Maintaining high standards of accuracy, compliance and risk management Contributing to internal projects and continuous improvements within the administration team What We're Looking For: Minimum 1 years' experience in pensions administration Strong working knowledge of SIPP administration Good understanding of pension rules and investment transactions Strong attention to detail and organisational skills Excellent communication skills with the ability to liaise confidently with advisers and clients Comfortable working with pension calculations and numerical data Proficiency in Microsoft Office, particularly Excel You will also bring a proactive mindset, strong teamwork and a commitment to delivering excellent client service. Why Join? This is an opportunity to join a well-established pension provider where you will work within a collaborative team focused on delivering high-quality service and expertise to advisers and their clients. The business offers a supportive culture, strong technical exposure and opportunities for ongoing professional development within the pensions industry. An attractive salary alongside comprehensive benefits are all available. Hybrid working is fully supported. Please apply to us here at Recruit Wealth for an immediate response.
Blakemore Recruitment
Employee Benefits Administrator
Blakemore Recruitment
Employee Benefits Administrator Location: London Salary: £40,000-£45,000 We are a growing, values-led employee benefits and financial services firm working closely with corporate clients to design, implement and administer high-quality workplace benefit solutions. Due to continued growth, we are seeking an experienced Employee Benefits Administrator to support advisers and a portfolio of corporate clients. The Role Working alongside advisers, you will play a key role in overseeing and managing corporate employee benefit arrangements. This is a varied, hands-on position involving the day-to-day administration of pension and non-pension schemes, supporting HR teams and responding to employee queries. The role focuses on the ongoing servicing of workplace benefit arrangements, including renewals, membership changes and provider liaison, ensuring a consistently high level of client service. Key Responsibilities Act as a primary point of contact for corporate client and employee queries Administer joiners and leavers across pension and insurance schemes Request and manage new business and renewal quotations from providers Process new business accurately through the back-office system Manage claims, on-risk matters and pension scheme administration Coordinate annual renewals for insurance schemes and health cash plans Gather and summarise scheme information from providers Support advisers with renewal presentations and recommendation reports Review and issue policy documents, accounts and client invoices Build strong working relationships with HR teams and insurance/pension providers About You You will be an organised and detail-focused administrator with proven experience in employee benefits, who enjoys working in a client-facing role and takes pride in delivering a high standard of service. Key skills and attributes include: Excellent attention to detail and record-keeping skills Strong verbal and written communication Ability to multitask and work effectively under pressure Proactive, with a natural sense of initiative High integrity and discretion when handling confidential information Strong IT skills, including MS Word, Excel and Outlook Confidence building internal and external relationships Experience & Qualifications Proven experience in an employee benefits administration role Good knowledge of insurance products and the wider benefits market Experience using CRM/back-office systems (Intelligent Office desirable) Professional qualifications such as CII RO or GR1 are advantageous What's on Offer Hybrid working between home and London offices Supportive, collaborative working environment Opportunity to develop within a growing employee benefits team Long-term career progression for the right individual
Mar 19, 2026
Full time
Employee Benefits Administrator Location: London Salary: £40,000-£45,000 We are a growing, values-led employee benefits and financial services firm working closely with corporate clients to design, implement and administer high-quality workplace benefit solutions. Due to continued growth, we are seeking an experienced Employee Benefits Administrator to support advisers and a portfolio of corporate clients. The Role Working alongside advisers, you will play a key role in overseeing and managing corporate employee benefit arrangements. This is a varied, hands-on position involving the day-to-day administration of pension and non-pension schemes, supporting HR teams and responding to employee queries. The role focuses on the ongoing servicing of workplace benefit arrangements, including renewals, membership changes and provider liaison, ensuring a consistently high level of client service. Key Responsibilities Act as a primary point of contact for corporate client and employee queries Administer joiners and leavers across pension and insurance schemes Request and manage new business and renewal quotations from providers Process new business accurately through the back-office system Manage claims, on-risk matters and pension scheme administration Coordinate annual renewals for insurance schemes and health cash plans Gather and summarise scheme information from providers Support advisers with renewal presentations and recommendation reports Review and issue policy documents, accounts and client invoices Build strong working relationships with HR teams and insurance/pension providers About You You will be an organised and detail-focused administrator with proven experience in employee benefits, who enjoys working in a client-facing role and takes pride in delivering a high standard of service. Key skills and attributes include: Excellent attention to detail and record-keeping skills Strong verbal and written communication Ability to multitask and work effectively under pressure Proactive, with a natural sense of initiative High integrity and discretion when handling confidential information Strong IT skills, including MS Word, Excel and Outlook Confidence building internal and external relationships Experience & Qualifications Proven experience in an employee benefits administration role Good knowledge of insurance products and the wider benefits market Experience using CRM/back-office systems (Intelligent Office desirable) Professional qualifications such as CII RO or GR1 are advantageous What's on Offer Hybrid working between home and London offices Supportive, collaborative working environment Opportunity to develop within a growing employee benefits team Long-term career progression for the right individual
People First
Mandarin Speaking Account Service Administrator - Banking
People First
To see more Chinese jobs please follow us on WeChat: teamchinapf AND pfteamchina Ref: 23297 The Skills You'll Need: Mandarin and English fluent, experience in account service within banking Your New Salary: Competitive + Bonus + Benefits Fully office based Permanent Office based: London Start: ASAP Reports to: Team Head Account Service Administrator (Banking) - What You'll be Doing: Handle account service operations, including account opening and closing, FX, Remittance, internal account transfer, E-banking maintenance and static data updates in internal systems. Maintain accurate client information and documentation in accordance with internal policies and regulatory requirements. Handle customer inquiries related to account services and E-banking products and resolve issues in a timely manner. Assist with internal and external reporting requirements and support operational reporting as required. Support compliance-related activities, including AML reviews, SCV, data governance and other actions in accordance with policies. Participate in product testing activities, particularly for E-banking products and follow-up work for other related projects, including system upgrades, regulatory-driven changes and process improvements. Account Service Administrator (Banking) - The Skills You'll Need to Succeed: Proficiency in Mandarin and English language (writing and speaking) Good Microsoft Office skills Good organizational ability and attention to detail Good interpersonal skills with the ability to communicate with people of different departments The ability to priorities tasks and delegate when necessary Accurate reporting skills Good team player Please follow us on Linkedin: people-first-team-china We would be grateful if you could send your CV as a Word document. If your application is successful, you will be contacted within 7 days. We regret that due to the high volume of applications we receive we cannot provide feedback on individual CVs. Please note that we can only consider candidates who are eligible to work in the UK and are able to provide relevant supporting documentation. People First is committed to increasing diversity, and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status or whether or not they have a disability. People First (Recruitment) Limited acts as an employment agency for permanent and fixed term contract recruitment and as an employment business for the supply of temporary workers. Please note that by applying for this job you accept our Terms of Use and Privacy Policy which can be found on our website.
Mar 19, 2026
Full time
To see more Chinese jobs please follow us on WeChat: teamchinapf AND pfteamchina Ref: 23297 The Skills You'll Need: Mandarin and English fluent, experience in account service within banking Your New Salary: Competitive + Bonus + Benefits Fully office based Permanent Office based: London Start: ASAP Reports to: Team Head Account Service Administrator (Banking) - What You'll be Doing: Handle account service operations, including account opening and closing, FX, Remittance, internal account transfer, E-banking maintenance and static data updates in internal systems. Maintain accurate client information and documentation in accordance with internal policies and regulatory requirements. Handle customer inquiries related to account services and E-banking products and resolve issues in a timely manner. Assist with internal and external reporting requirements and support operational reporting as required. Support compliance-related activities, including AML reviews, SCV, data governance and other actions in accordance with policies. Participate in product testing activities, particularly for E-banking products and follow-up work for other related projects, including system upgrades, regulatory-driven changes and process improvements. Account Service Administrator (Banking) - The Skills You'll Need to Succeed: Proficiency in Mandarin and English language (writing and speaking) Good Microsoft Office skills Good organizational ability and attention to detail Good interpersonal skills with the ability to communicate with people of different departments The ability to priorities tasks and delegate when necessary Accurate reporting skills Good team player Please follow us on Linkedin: people-first-team-china We would be grateful if you could send your CV as a Word document. If your application is successful, you will be contacted within 7 days. We regret that due to the high volume of applications we receive we cannot provide feedback on individual CVs. Please note that we can only consider candidates who are eligible to work in the UK and are able to provide relevant supporting documentation. People First is committed to increasing diversity, and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status or whether or not they have a disability. People First (Recruitment) Limited acts as an employment agency for permanent and fixed term contract recruitment and as an employment business for the supply of temporary workers. Please note that by applying for this job you accept our Terms of Use and Privacy Policy which can be found on our website.
Recruit Wealth
IFA Administrator
Recruit Wealth Bristol, Somerset
A rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team in Bristol. This is an excellent opportunity for someone with financial services administration experience who wants to develop their career within a modern, high-growth firm with the stability of strong financial backing. You will play a key role supporting Financial Advisers and Paraplanners, helping deliver a first-class service to clients, while ensuring the advice process runs smoothly and efficiently. The role offers hybrid working, 3 days in the office, 2 from home and the opportunity to join a collaborative, supportive team where development and career progression are actively encouraged. The Role Working closely with Financial Advisers, you will provide comprehensive administrative support to ensure client reviews, recommendations and new business submissions are completed efficiently and in line with regulatory requirements. You will be responsible for maintaining accurate client records, preparing documentation for client meetings and liaising with providers to obtain key information. This is a varied and important role that sits at the heart of the client advice process, offering exposure to multiple aspects of financial planning and wealth management. Key Responsibilities Preparing advisers for client review meetings by ensuring all client and plan information is up to date Liaising with providers to obtain policy and plan information and updating internal systems Producing client valuation reports and review documentation Preparing meeting packs including research, key documents and supporting information Supporting advisers with new business submissions and case processing Liaising with providers to obtain and chase required information Handling client and provider enquiries via phone and email Maintaining accurate client records and documentation Working collaboratively with advisers and support teams to ensure an excellent client experience What We're Looking For At least 12 months' experience in an IFA administration or Financial Services support role Understanding of the financial advice process Good product knowledge of pensions, investments and protection Strong organisational skills and attention to detail Excellent communication skills, both written and verbal Comfortable working with internal systems and financial platforms A proactive attitude with a genuine interest in developing within financial services Why Join? This is a fantastic opportunity to join a dynamic team, where employees are supported, valued and encouraged to progress. Benefits include: Competitive salary Hybrid working, 3 days office & 2 days home Private medical insurance Private pension 25 days holiday plus option to buy additional days Discretionary performance bonus Life assurance and health cash plan Employee Assistance Additional flexible benefits This role would suit an IFA Administrator looking to join a progressive, well known national business, where your knowledge base whilst being part of a supportive team with long-term career prospects. Opportunities to progress, if desired, can all be discussed further on application such as Paraplanning and beyond. Support for industry exams etc are fully funded. Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates. Please apply to us here at Recruit Wealth for an immediate response.
Mar 19, 2026
Full time
A rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team in Bristol. This is an excellent opportunity for someone with financial services administration experience who wants to develop their career within a modern, high-growth firm with the stability of strong financial backing. You will play a key role supporting Financial Advisers and Paraplanners, helping deliver a first-class service to clients, while ensuring the advice process runs smoothly and efficiently. The role offers hybrid working, 3 days in the office, 2 from home and the opportunity to join a collaborative, supportive team where development and career progression are actively encouraged. The Role Working closely with Financial Advisers, you will provide comprehensive administrative support to ensure client reviews, recommendations and new business submissions are completed efficiently and in line with regulatory requirements. You will be responsible for maintaining accurate client records, preparing documentation for client meetings and liaising with providers to obtain key information. This is a varied and important role that sits at the heart of the client advice process, offering exposure to multiple aspects of financial planning and wealth management. Key Responsibilities Preparing advisers for client review meetings by ensuring all client and plan information is up to date Liaising with providers to obtain policy and plan information and updating internal systems Producing client valuation reports and review documentation Preparing meeting packs including research, key documents and supporting information Supporting advisers with new business submissions and case processing Liaising with providers to obtain and chase required information Handling client and provider enquiries via phone and email Maintaining accurate client records and documentation Working collaboratively with advisers and support teams to ensure an excellent client experience What We're Looking For At least 12 months' experience in an IFA administration or Financial Services support role Understanding of the financial advice process Good product knowledge of pensions, investments and protection Strong organisational skills and attention to detail Excellent communication skills, both written and verbal Comfortable working with internal systems and financial platforms A proactive attitude with a genuine interest in developing within financial services Why Join? This is a fantastic opportunity to join a dynamic team, where employees are supported, valued and encouraged to progress. Benefits include: Competitive salary Hybrid working, 3 days office & 2 days home Private medical insurance Private pension 25 days holiday plus option to buy additional days Discretionary performance bonus Life assurance and health cash plan Employee Assistance Additional flexible benefits This role would suit an IFA Administrator looking to join a progressive, well known national business, where your knowledge base whilst being part of a supportive team with long-term career prospects. Opportunities to progress, if desired, can all be discussed further on application such as Paraplanning and beyond. Support for industry exams etc are fully funded. Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates. Please apply to us here at Recruit Wealth for an immediate response.
Financial Divisions
Senior IFA Administrator - Farringdon, London (Hybrid) - £40-45k + excellent benefits
Financial Divisions
Ready to step into a role where your expertise genuinely matters? Join a high-performing wealth management team as a Senior IFA Administrator and become the engine behind exceptional client service. We're looking for someone who thrives in a fast-paced environment, loves taking ownership, and brings confidence, accuracy and initiative to every task. If you're an experienced IFA administrator who enjoys being the go-to person for advisers and clients alike, this is your next move. What you'll be doing Providing first-class support to Private Client Advisers Preparing client meeting packs, valuations and documentation Managing workflows, tasks and client data across iO and other systems Handling new business processing, trades, rebalancing and cash management Acting as a trusted point of contact for clients and providers Ensuring files remain compliant and up to FCA standards What you'll bring 3-5+ years' experience in an IFA/wealth management admin role Strong technical knowledge across pensions, investments, ISAs, bonds and trusts Excellent communication skills and meticulous attention to detail Confidence managing workloads and supporting a busy adviser team Experience using iO, Transact or similar platforms Why this role stands out You'll join a respected, people-focused firm with a brilliant culture, hybrid working, and a genuine commitment to professional development. Expect a supportive environment, high standards, and the chance to make a real impact. If you're proactive, organised and passionate about delivering outstanding client service, we'd love to hear from you.
Mar 19, 2026
Full time
Ready to step into a role where your expertise genuinely matters? Join a high-performing wealth management team as a Senior IFA Administrator and become the engine behind exceptional client service. We're looking for someone who thrives in a fast-paced environment, loves taking ownership, and brings confidence, accuracy and initiative to every task. If you're an experienced IFA administrator who enjoys being the go-to person for advisers and clients alike, this is your next move. What you'll be doing Providing first-class support to Private Client Advisers Preparing client meeting packs, valuations and documentation Managing workflows, tasks and client data across iO and other systems Handling new business processing, trades, rebalancing and cash management Acting as a trusted point of contact for clients and providers Ensuring files remain compliant and up to FCA standards What you'll bring 3-5+ years' experience in an IFA/wealth management admin role Strong technical knowledge across pensions, investments, ISAs, bonds and trusts Excellent communication skills and meticulous attention to detail Confidence managing workloads and supporting a busy adviser team Experience using iO, Transact or similar platforms Why this role stands out You'll join a respected, people-focused firm with a brilliant culture, hybrid working, and a genuine commitment to professional development. Expect a supportive environment, high standards, and the chance to make a real impact. If you're proactive, organised and passionate about delivering outstanding client service, we'd love to hear from you.
Capio Recruitment Financial Planning
IFA Administrator
Capio Recruitment Financial Planning Bath, Somerset
Job Title - IFA Administrator Location - Bath Salary - £28,000 - £32,000 Job Description: Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an IFA Administrator to join a practice in Bath. The firm prides themselves on providing a high-quality service with a priority of putting their clients first. They have an excellent level of knowledge in services such as protection, investments, and pensions. The role itself will be working within the successful, close-knit financial planning team who focus on their clients and making their money work for them. Day-to-day duties including gathering data, processing new business, issuing letters of authority, client file preparation and provider liaison. This role would really suit someone who is looking to be a key component, supporting the advice process in every element. What our client will offer you: Competitive salary based on experience Hybrid/flexible working Close knit team, working closely with experienced professionals Ongoing training and development Exam support and opportunity for progression Required experience: Strong work ethic with an attitude to succeed Previous experience working within wealth management Key understanding on a full range of financial products Approachable, professional, and ambitious Proficient in systems such as Microsoft 365 and Intelligent Office Strong attention to detail Level 4 Diploma in Regulated Financial Planning or working towards desirable To discuss this opportunity, please contact one of our Financial Planning team specialists at Capio Recruitment
Mar 19, 2026
Full time
Job Title - IFA Administrator Location - Bath Salary - £28,000 - £32,000 Job Description: Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an IFA Administrator to join a practice in Bath. The firm prides themselves on providing a high-quality service with a priority of putting their clients first. They have an excellent level of knowledge in services such as protection, investments, and pensions. The role itself will be working within the successful, close-knit financial planning team who focus on their clients and making their money work for them. Day-to-day duties including gathering data, processing new business, issuing letters of authority, client file preparation and provider liaison. This role would really suit someone who is looking to be a key component, supporting the advice process in every element. What our client will offer you: Competitive salary based on experience Hybrid/flexible working Close knit team, working closely with experienced professionals Ongoing training and development Exam support and opportunity for progression Required experience: Strong work ethic with an attitude to succeed Previous experience working within wealth management Key understanding on a full range of financial products Approachable, professional, and ambitious Proficient in systems such as Microsoft 365 and Intelligent Office Strong attention to detail Level 4 Diploma in Regulated Financial Planning or working towards desirable To discuss this opportunity, please contact one of our Financial Planning team specialists at Capio Recruitment
WTW
Senior Pensions Administrator
WTW Welwyn Garden City, Hertfordshire
Join us as a Senior Pensions Administrator within our Outsourcing line of business based out of our offices in Welwyn working hybrid. You will work within a team to provide a high quality service to our impressive portfolio of clients that include prestigious and market leading global companies. In the role of Senior Pensions Administrator, you will take on advanced calculations and administration of complex schemes (DB and/or DC) and play an active role in mentoring and checking the work of junior team colleagues. This gives you the opportunity to work on clients that offer exposure to every aspect of pensions administration, utilising bulk processing routines, automated calculations or your manual calculation skills, and the potential for involvement with a huge variety of different projects. The Role Accurately processes and manages complex pensions calculations and queries across a variety of different pension processes and case types such as Retirements, Transfers, Deaths. Cases and processes are completed to a high standard proving accurate and well worded correspondence Checks and monitors work completed by junior colleagues, providing feedback and guidance to colleagues as required to ensure work is right first time and output targets across the team. Acts as a point of escalation for the team for technical issues, non-standard cases, and member complaints. Utilises previous knowledge and experience in pension legislation/regulations as well as WTW guidance and procedures to ensure day to day work on an individual and team basis is of a high quality. Supports the Team Leader in ensuring that all service level agreements and performance standards are achieved on a day-to-day basis and takes responsibility for coordinating team workload and some management or client responsibilities delegated by the Team Leader. Coaches, supports, and mentors junior colleagues providing feedback and supporting the wider development and knowledge of the team. Continuously seeks to identify areas where the service to clients /members could be improved and takes forward process improvements as required. Assists in complex and project-based work as and when required. What you'll bring Previous experience working in an occupational pension administration team (DB and/or DC experience is essential) carrying out administration processes, including but not limited to Retirements, Transfers and Deaths. Experience and knowledge of Pensions Legislation and Regulations and applying these within an administration team in response to changes or new legislation. Experience and knowledge of the DB manual calculations required for a variety of administration processes. High level attention to detail and skilled in following and applying procedural documentation and checking the work of other colleagues. Ability to carry out and manage high volumes of work while maintaining a high level of accuracy. Excellent organisational and time management skills and being able to manage own workload, wider teamwork load and multiple client member queries at the same time, whilst maintaining a high-quality service. Excellent interpersonal skills to include good written and verbal communication and use of Microsoft Excel and Word. Experience of coaching and supporting less experienced colleagues. Experience of working in a hybrid/multi-site team would be an advantage. What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. (OGB2)
Mar 19, 2026
Full time
Join us as a Senior Pensions Administrator within our Outsourcing line of business based out of our offices in Welwyn working hybrid. You will work within a team to provide a high quality service to our impressive portfolio of clients that include prestigious and market leading global companies. In the role of Senior Pensions Administrator, you will take on advanced calculations and administration of complex schemes (DB and/or DC) and play an active role in mentoring and checking the work of junior team colleagues. This gives you the opportunity to work on clients that offer exposure to every aspect of pensions administration, utilising bulk processing routines, automated calculations or your manual calculation skills, and the potential for involvement with a huge variety of different projects. The Role Accurately processes and manages complex pensions calculations and queries across a variety of different pension processes and case types such as Retirements, Transfers, Deaths. Cases and processes are completed to a high standard proving accurate and well worded correspondence Checks and monitors work completed by junior colleagues, providing feedback and guidance to colleagues as required to ensure work is right first time and output targets across the team. Acts as a point of escalation for the team for technical issues, non-standard cases, and member complaints. Utilises previous knowledge and experience in pension legislation/regulations as well as WTW guidance and procedures to ensure day to day work on an individual and team basis is of a high quality. Supports the Team Leader in ensuring that all service level agreements and performance standards are achieved on a day-to-day basis and takes responsibility for coordinating team workload and some management or client responsibilities delegated by the Team Leader. Coaches, supports, and mentors junior colleagues providing feedback and supporting the wider development and knowledge of the team. Continuously seeks to identify areas where the service to clients /members could be improved and takes forward process improvements as required. Assists in complex and project-based work as and when required. What you'll bring Previous experience working in an occupational pension administration team (DB and/or DC experience is essential) carrying out administration processes, including but not limited to Retirements, Transfers and Deaths. Experience and knowledge of Pensions Legislation and Regulations and applying these within an administration team in response to changes or new legislation. Experience and knowledge of the DB manual calculations required for a variety of administration processes. High level attention to detail and skilled in following and applying procedural documentation and checking the work of other colleagues. Ability to carry out and manage high volumes of work while maintaining a high level of accuracy. Excellent organisational and time management skills and being able to manage own workload, wider teamwork load and multiple client member queries at the same time, whilst maintaining a high-quality service. Excellent interpersonal skills to include good written and verbal communication and use of Microsoft Excel and Word. Experience of coaching and supporting less experienced colleagues. Experience of working in a hybrid/multi-site team would be an advantage. What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. (OGB2)
Resource Matters Ltd
Financial Advice Administrator
Resource Matters Ltd Leicester, Leicestershire
Our client A Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to work The Role will include Financial Adviser Administrator to be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner. Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by our Suitability Team. Prepare and submit new business applications, where necessary, on a variety of platforms (Pershing, Quilter and Aviva), in readiness for investments to be placed. Liaise with existing investment providers and the receiving platform to process transfers over to our investment services, as per recommendations provided by our Suitability Team. To maintain accurate records, processing changes: using software (Intelliflo, Virtual Cabinet, Adobe, Excel) and our platform providers (Pershing, Quilter and Aviva). Prepare Valuations and Annual Review Packs for client meetings, including performance analysis of underlying investments, together with recommendations for change advised by the Investment Manager, where appropriate. The Candidate Essentials Educated to A level standard (or equivalent) as a minimum Experience in a financial services/ financial advice administration role Knowledge of investments and associated products Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods - phone, letter, e-mail, etc The Rewards 4 x salary life assurance Pension; 5% employer contribution, increasing incrementally in recognition of continuous service. 24 days' holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays Health Cash Plan Scheme Free parking Hybrid working scheme - Following completion of initial training and induction
Mar 19, 2026
Full time
Our client A Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to work The Role will include Financial Adviser Administrator to be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner. Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by our Suitability Team. Prepare and submit new business applications, where necessary, on a variety of platforms (Pershing, Quilter and Aviva), in readiness for investments to be placed. Liaise with existing investment providers and the receiving platform to process transfers over to our investment services, as per recommendations provided by our Suitability Team. To maintain accurate records, processing changes: using software (Intelliflo, Virtual Cabinet, Adobe, Excel) and our platform providers (Pershing, Quilter and Aviva). Prepare Valuations and Annual Review Packs for client meetings, including performance analysis of underlying investments, together with recommendations for change advised by the Investment Manager, where appropriate. The Candidate Essentials Educated to A level standard (or equivalent) as a minimum Experience in a financial services/ financial advice administration role Knowledge of investments and associated products Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods - phone, letter, e-mail, etc The Rewards 4 x salary life assurance Pension; 5% employer contribution, increasing incrementally in recognition of continuous service. 24 days' holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays Health Cash Plan Scheme Free parking Hybrid working scheme - Following completion of initial training and induction
Access Talent Group
Field Engineer
Access Talent Group Cambridge, Cambridgeshire
Field Engineer Great benefits including ongoing training. As the Field Engineer you will be based out of either Bristol, Manchester, or Cambridge working for a major Managed Service Provider. Covering a wide radius from each hub, you will ideally have hardware experience in either HP, Dell or Lenovo. Have the ability to fix servers and conduct installations and de-installations. Salary: £55,000 to £72,000 Per Annum Sector: Datacentre Contract Type: Permanent Town/City: Cherstey SAP SD/LE Consultant As the SAP SD/LE Consultant you will join to provide consulting services and find business opportunities within companies European Subsidiaries.Purpose of the role:The role requires your strong knowledge in OTC (Order to Cash) and basic understanding of P2P (Procure to Pay) Procurement Professional As the Procurement Professional, this will be an ideal role if you are looking to progress your professional career within one of the most recognised and admired brands in the world.Purpose of the job:Within this role you will continuously develop your procure Adobe Campaign Manager Working within one of the best known and admired brands in the world, you will join as the Adobe Campaign Manager to help manage the Operations capabilities of their Adobe Campaign solution across Europe - utilising your Operations experience and providing leadership within the c Supply Chain Planning Analyst As the Supply Chain Planning Analyst you will join one of the best known and admired brands in the world to support both the retail and online channels. You will be responsible for optimizing inventory levels, improving supply chain efficiency, and ensuring seamless operations ac Marketing Operations Administrator Marketing Operations AdministratorYou will be working as part of the team to support the marketing activities for one of the best known and admired brands in the wowrld,providing a back office support for all teams including duties such as:Timesheet management (Co
Mar 19, 2026
Full time
Field Engineer Great benefits including ongoing training. As the Field Engineer you will be based out of either Bristol, Manchester, or Cambridge working for a major Managed Service Provider. Covering a wide radius from each hub, you will ideally have hardware experience in either HP, Dell or Lenovo. Have the ability to fix servers and conduct installations and de-installations. Salary: £55,000 to £72,000 Per Annum Sector: Datacentre Contract Type: Permanent Town/City: Cherstey SAP SD/LE Consultant As the SAP SD/LE Consultant you will join to provide consulting services and find business opportunities within companies European Subsidiaries.Purpose of the role:The role requires your strong knowledge in OTC (Order to Cash) and basic understanding of P2P (Procure to Pay) Procurement Professional As the Procurement Professional, this will be an ideal role if you are looking to progress your professional career within one of the most recognised and admired brands in the world.Purpose of the job:Within this role you will continuously develop your procure Adobe Campaign Manager Working within one of the best known and admired brands in the world, you will join as the Adobe Campaign Manager to help manage the Operations capabilities of their Adobe Campaign solution across Europe - utilising your Operations experience and providing leadership within the c Supply Chain Planning Analyst As the Supply Chain Planning Analyst you will join one of the best known and admired brands in the world to support both the retail and online channels. You will be responsible for optimizing inventory levels, improving supply chain efficiency, and ensuring seamless operations ac Marketing Operations Administrator Marketing Operations AdministratorYou will be working as part of the team to support the marketing activities for one of the best known and admired brands in the wowrld,providing a back office support for all teams including duties such as:Timesheet management (Co
Coca-Cola Europacific Partners
Administrative Assistant
Coca-Cola Europacific Partners Morpeth, Northumberland
Are you looking for new challenges and personal growth within Coca-Cola Europacific Partners? Then we have a great opportunity for you!Do you have a personality with the power to influence and connect?Can you sustain the pace to keep on growing?Will you make an impact with your desire to win? Site Administrator - Morpeth Permanent Structured career development + Annual performance related pay bonus and pay reviews + Share scheme + Competitive pension contributions + Range of flexible benefits and Corporate discounts, holiday buy/sell scheme, optional health care and life assurance + Free parking + Overtime available + Free hot and cold drinks + Excellent parental benefits + Flexible working What you'll be part of Morpeth Operations is the only PET bottled water site within CCEP GB, capable of producing 54,000 bottles per hour and over 1 million bottles each day. With a close-knit team of 38 colleagues across Manufacturing, QESH, and Engineering, Morpeth offers a highly supportive learning environment and fantastic opportunities to grow your career within the site, across GB, and into wider Pan-European roles. What you'll do This is a pivotal role for the site. In addition to supporting the Site in a PA capacity (travel/meeting/ diary arrangements and secretarial support), there will also be responsibility for arranging all aspects of site visits for both external and internal groups, arranging site social events, composing site communications, coordinating the site's recognition scheme and its newsletter. You will have the opportunity to demonstrate your fantastic organisational ability, your well-developed communication skills, and your MS Office skills. Confidentiality is crucial as well as a flexible approach to your working hours. The role is extremely varied but does require the ability to multi task and prioritise. What we expect of you We are looking for an experienced Site Administrator for this role and the ideal person will already have had experience supporting senior management positions. Application If you'd like to find out more, please upload a recent copy of your CV and a member of the Talent Acquisition team will be in touch. Working at CCEP Coca-Cola Europacific Partners (CCEP) is a major fast-moving consumer goods business and the world's largest independent Coca-Cola bottler. We're a dedicated team of 33,200 people, serving 2 million customers in 29 countries. We make, sell and distribute the world's most loved drinks brands - including Coca-Cola , Fanta , Sprite , Costa Coffee and Monster . We've also expanded into alcohol with ready to drink Jack Daniel's and Coca-Cola. We want a workforce that is as diverse as our products - with a culture that fosters belonging and inclusivity. From gender, age and ethnicity to sexual orientation and different abilities, we welcome people from all walks of life and empower unique perspectives. We recognise we've got some way to go, but we'll get there with the support of our people. It's them who drive our future growth. To find out more about what it's like to work at and our culture we would welcome you to speak to one of our employees on our live chat platform, just click here to speak to an insider. We recognise some people prefer not to participate in alcohol related sales, interactions, or promotions. If that's true for you - please raise this with your talent acquisition contact who will advise you on whether this role includes activities related to our alcohol portfolio.The closing date for applications is 01/04/26. We reserve the right to close this advertisement early if we receive a high volume of applications. To ensure you are considered for this role, we encourage you to apply as soon as possible.
Mar 19, 2026
Full time
Are you looking for new challenges and personal growth within Coca-Cola Europacific Partners? Then we have a great opportunity for you!Do you have a personality with the power to influence and connect?Can you sustain the pace to keep on growing?Will you make an impact with your desire to win? Site Administrator - Morpeth Permanent Structured career development + Annual performance related pay bonus and pay reviews + Share scheme + Competitive pension contributions + Range of flexible benefits and Corporate discounts, holiday buy/sell scheme, optional health care and life assurance + Free parking + Overtime available + Free hot and cold drinks + Excellent parental benefits + Flexible working What you'll be part of Morpeth Operations is the only PET bottled water site within CCEP GB, capable of producing 54,000 bottles per hour and over 1 million bottles each day. With a close-knit team of 38 colleagues across Manufacturing, QESH, and Engineering, Morpeth offers a highly supportive learning environment and fantastic opportunities to grow your career within the site, across GB, and into wider Pan-European roles. What you'll do This is a pivotal role for the site. In addition to supporting the Site in a PA capacity (travel/meeting/ diary arrangements and secretarial support), there will also be responsibility for arranging all aspects of site visits for both external and internal groups, arranging site social events, composing site communications, coordinating the site's recognition scheme and its newsletter. You will have the opportunity to demonstrate your fantastic organisational ability, your well-developed communication skills, and your MS Office skills. Confidentiality is crucial as well as a flexible approach to your working hours. The role is extremely varied but does require the ability to multi task and prioritise. What we expect of you We are looking for an experienced Site Administrator for this role and the ideal person will already have had experience supporting senior management positions. Application If you'd like to find out more, please upload a recent copy of your CV and a member of the Talent Acquisition team will be in touch. Working at CCEP Coca-Cola Europacific Partners (CCEP) is a major fast-moving consumer goods business and the world's largest independent Coca-Cola bottler. We're a dedicated team of 33,200 people, serving 2 million customers in 29 countries. We make, sell and distribute the world's most loved drinks brands - including Coca-Cola , Fanta , Sprite , Costa Coffee and Monster . We've also expanded into alcohol with ready to drink Jack Daniel's and Coca-Cola. We want a workforce that is as diverse as our products - with a culture that fosters belonging and inclusivity. From gender, age and ethnicity to sexual orientation and different abilities, we welcome people from all walks of life and empower unique perspectives. We recognise we've got some way to go, but we'll get there with the support of our people. It's them who drive our future growth. To find out more about what it's like to work at and our culture we would welcome you to speak to one of our employees on our live chat platform, just click here to speak to an insider. We recognise some people prefer not to participate in alcohol related sales, interactions, or promotions. If that's true for you - please raise this with your talent acquisition contact who will advise you on whether this role includes activities related to our alcohol portfolio.The closing date for applications is 01/04/26. We reserve the right to close this advertisement early if we receive a high volume of applications. To ensure you are considered for this role, we encourage you to apply as soon as possible.
Pertemps Redditch Commercial
Purchasing & Sales Administrator
Pertemps Redditch Commercial Redditch, Worcestershire
Purchasing & Sales Administrator Redditch £26,000 - £30,000 (depending on experience) 39 hours per week (flexible working hours all office based no hybrid) Our client is a well-established manufacturing company based in Redditch, looking for a highly organised and proactive Purchasing & Sales Administrator to support both our purchasing and sales administration teams. This is a varied role that will suit someone who thrives in a busy office environment and enjoys working across multiple functions. Purchasing & Sales Administrator Key Responsibilities Providing administrative support to both the purchasing and sales departments Processing customer orders accurately and efficiently Managing shared inboxes and responding to customer enquiries in a timely manner Delivering excellent customer service via email and phone Liaising with suppliers, customers, and internal teams Arranging deliveries and coordinating logistics Maintaining accurate records and updating internal systems The successful Purchasing & Sales Administrator will have the following skills and experience: - Administrative or customer service role (manufacturing environment desirable) Strong organisational skills and attention to detail Excellent communication skills, both written and verbal Confident managing multiple tasks and priorities Proficient in Microsoft Office and general IT systems A team player with a positive, can-do attitude In return you will expect to receive a competitive salary of £26,000 - £30,000 per annum depending on your skills and experience Flexible working hours within a 39-hour week Full-time office-based role Supportive team environment Opportunity to grow within a well-established manufacturing business If you are looking for a varied administrative role where you can make a real impact, we would love to hear from you please click APPLY with your updated CV and I will be in touch with you soon.
Mar 19, 2026
Full time
Purchasing & Sales Administrator Redditch £26,000 - £30,000 (depending on experience) 39 hours per week (flexible working hours all office based no hybrid) Our client is a well-established manufacturing company based in Redditch, looking for a highly organised and proactive Purchasing & Sales Administrator to support both our purchasing and sales administration teams. This is a varied role that will suit someone who thrives in a busy office environment and enjoys working across multiple functions. Purchasing & Sales Administrator Key Responsibilities Providing administrative support to both the purchasing and sales departments Processing customer orders accurately and efficiently Managing shared inboxes and responding to customer enquiries in a timely manner Delivering excellent customer service via email and phone Liaising with suppliers, customers, and internal teams Arranging deliveries and coordinating logistics Maintaining accurate records and updating internal systems The successful Purchasing & Sales Administrator will have the following skills and experience: - Administrative or customer service role (manufacturing environment desirable) Strong organisational skills and attention to detail Excellent communication skills, both written and verbal Confident managing multiple tasks and priorities Proficient in Microsoft Office and general IT systems A team player with a positive, can-do attitude In return you will expect to receive a competitive salary of £26,000 - £30,000 per annum depending on your skills and experience Flexible working hours within a 39-hour week Full-time office-based role Supportive team environment Opportunity to grow within a well-established manufacturing business If you are looking for a varied administrative role where you can make a real impact, we would love to hear from you please click APPLY with your updated CV and I will be in touch with you soon.
Reed
Financial Planning Administrator
Reed Leeds, Yorkshire
Financial Planning Administrator Location: Leeds (Hybrid) Salary: Up to £32,000 + Bonus Job Type: Full-time, Permanent Are you an experienced Financial Services Administrator looking to join a supportive, growing business where your career can truly progress? Our client - a well-established independent financial planning firm - is expanding and looking for a detail-driven administrator to join their friendly team. This is a fantastic opportunity to join a people-focused organisation with a great reputation, modern working practices, and a positive, collaborative culture. The Role As a Financial Planning Administrator, you'll play a key role in supporting Financial Planners and ensuring clients receive an exceptional service. Your work will help advisers stay focused on delivering high-quality financial planning. Day-to-day responsibilities include: Processing new business applications Requesting and chasing information from product providers Preparing client review packs and supporting documentation Updating and maintaining accurate client records Producing illustrations and policy information Arranging client meetings and managing adviser diaries Responding to client queries via phone and email Providing general back-office and administrative support About You We'd love to hear from you if you have: Experience as a Financial Services Administrator (2+ years ideal) Strong organisational skills and attention to detail Excellent written and verbal communication skills Confidence using Microsoft Office Experience with financial planning software (e.g., Curo) - beneficial but not essential A proactive, flexible, and team-focused attitude What's on Offer? Salary up to £32,000 (DOE) Annual discretionary bonus 26 days annual leave + bank holidays Employer pension contribution Life cover (4x salary) Health cash plan Hybrid working - blend of home and office A supportive, forward-thinking team and genuine opportunities to grow your career Why Apply? This role is perfect for someone who thrives in a professional, people-centred environment and wants to build a long-term career in financial planning. If you enjoy variety, responsibility, and being part of a supportive team, this could be the ideal next step. Apply Today If this sounds like the right role for you, we'd love to hear from you.
Mar 19, 2026
Full time
Financial Planning Administrator Location: Leeds (Hybrid) Salary: Up to £32,000 + Bonus Job Type: Full-time, Permanent Are you an experienced Financial Services Administrator looking to join a supportive, growing business where your career can truly progress? Our client - a well-established independent financial planning firm - is expanding and looking for a detail-driven administrator to join their friendly team. This is a fantastic opportunity to join a people-focused organisation with a great reputation, modern working practices, and a positive, collaborative culture. The Role As a Financial Planning Administrator, you'll play a key role in supporting Financial Planners and ensuring clients receive an exceptional service. Your work will help advisers stay focused on delivering high-quality financial planning. Day-to-day responsibilities include: Processing new business applications Requesting and chasing information from product providers Preparing client review packs and supporting documentation Updating and maintaining accurate client records Producing illustrations and policy information Arranging client meetings and managing adviser diaries Responding to client queries via phone and email Providing general back-office and administrative support About You We'd love to hear from you if you have: Experience as a Financial Services Administrator (2+ years ideal) Strong organisational skills and attention to detail Excellent written and verbal communication skills Confidence using Microsoft Office Experience with financial planning software (e.g., Curo) - beneficial but not essential A proactive, flexible, and team-focused attitude What's on Offer? Salary up to £32,000 (DOE) Annual discretionary bonus 26 days annual leave + bank holidays Employer pension contribution Life cover (4x salary) Health cash plan Hybrid working - blend of home and office A supportive, forward-thinking team and genuine opportunities to grow your career Why Apply? This role is perfect for someone who thrives in a professional, people-centred environment and wants to build a long-term career in financial planning. If you enjoy variety, responsibility, and being part of a supportive team, this could be the ideal next step. Apply Today If this sounds like the right role for you, we'd love to hear from you.
Premier Jobs UK Limited
Paraplanner
Premier Jobs UK Limited Leamington Spa, Warwickshire
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors. Your duties will include building financial plans, suitability reports, provider research, cashflow modelling, speaking with clients & providers and joining some initial client meetings. The business are advocates of supporting your professional development through enhancing your knowledge and skills, including fully funding your industry qualifications. One of the Directors joined the business as an Administrator 12 years ago! Paraplanner Requirements You should have 3+ years' experience as a Paraplanner Ideally, you should hold your Level 4 Diploma in Financial Planning or hold Certificate in Paraplanning Individuals with experience of using any of the following would be beneficial: IO, Voyant, FE Analytics, Defacto or iPipeline The Company This local independent financial planning firm have a high average tenure for their team and enjoy regular social events throughout the year. They work collaboratively together for the benefit of their clients and proudly support professional development, with many of their senior team members having started in junior positions. Paraplanner Requirements Salary of £33,000 - £40,000 depending on experience Plus 5% matched pension, 4x DIS, Christmas office closure, full benefits and wellness package, full funding towards industry qualifications and regular team / client social events 4 days office based and 1 day from home (following training / probationary sign off) The team thoroughly enjoy working together Soon to be moving to even better offices! (Still within Leamington Spa) Free parking available Locations Leamington Spa Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Mar 19, 2026
Full time
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors. Your duties will include building financial plans, suitability reports, provider research, cashflow modelling, speaking with clients & providers and joining some initial client meetings. The business are advocates of supporting your professional development through enhancing your knowledge and skills, including fully funding your industry qualifications. One of the Directors joined the business as an Administrator 12 years ago! Paraplanner Requirements You should have 3+ years' experience as a Paraplanner Ideally, you should hold your Level 4 Diploma in Financial Planning or hold Certificate in Paraplanning Individuals with experience of using any of the following would be beneficial: IO, Voyant, FE Analytics, Defacto or iPipeline The Company This local independent financial planning firm have a high average tenure for their team and enjoy regular social events throughout the year. They work collaboratively together for the benefit of their clients and proudly support professional development, with many of their senior team members having started in junior positions. Paraplanner Requirements Salary of £33,000 - £40,000 depending on experience Plus 5% matched pension, 4x DIS, Christmas office closure, full benefits and wellness package, full funding towards industry qualifications and regular team / client social events 4 days office based and 1 day from home (following training / probationary sign off) The team thoroughly enjoy working together Soon to be moving to even better offices! (Still within Leamington Spa) Free parking available Locations Leamington Spa Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Premier Jobs UK Limited
Financial Planner
Premier Jobs UK Limited Bradford-on-avon, Wiltshire
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit employed Financial Planners as part of their growth journey The business is due to embark upon their next chapter of growth and are looking for Financial Planners who align with their values. You will benefit from working with their high quality, loyal clients, with average client holdings of £1m. Clients have the option of 3 servicing levels with the client choosing depending on the complexity of advice and level of servicing they wish to receive. You will be provided with some existing clients for servicing with the aim for you to service, retain and also grow the portfolio. You should look to utilise variety of methods such as referrals, networking, use of their marketing initiatives and/or professional introducers. Full back office support with technical Paraplanners, Administrators and Platform Administrators are in place to provide effective and efficient support to you. Financial Planner Requirements You must be Level 4 Diploma qualified and ideally with advanced qualifications towards your Chartered status You must have experience providing financial planning to clients as a Financial Advisor You should have desire to be part of a growing team and take an active role in delivering growth for the business Financial Planner Benefits Salary negotiable depending on experience and qualifications Plus company benefits Mixture of working from their office, seeing clients and working from home Fantastic opportunity to play a key role within a well-established, growing team Locations Bradford-on-Avon Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Mar 19, 2026
Full time
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit employed Financial Planners as part of their growth journey The business is due to embark upon their next chapter of growth and are looking for Financial Planners who align with their values. You will benefit from working with their high quality, loyal clients, with average client holdings of £1m. Clients have the option of 3 servicing levels with the client choosing depending on the complexity of advice and level of servicing they wish to receive. You will be provided with some existing clients for servicing with the aim for you to service, retain and also grow the portfolio. You should look to utilise variety of methods such as referrals, networking, use of their marketing initiatives and/or professional introducers. Full back office support with technical Paraplanners, Administrators and Platform Administrators are in place to provide effective and efficient support to you. Financial Planner Requirements You must be Level 4 Diploma qualified and ideally with advanced qualifications towards your Chartered status You must have experience providing financial planning to clients as a Financial Advisor You should have desire to be part of a growing team and take an active role in delivering growth for the business Financial Planner Benefits Salary negotiable depending on experience and qualifications Plus company benefits Mixture of working from their office, seeing clients and working from home Fantastic opportunity to play a key role within a well-established, growing team Locations Bradford-on-Avon Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Adele Carr Recruitment Limited
HR Administrator
Adele Carr Recruitment Limited St. Asaph, Clwyd
HR Administrator (Temporary Contract) Location: St Asaph Salary: £30,000 - £40,000 FTE (depending on experience) Contract: Temporary (3-4 months) A reputable and well-established business based in St Asaph is seeking an experienced HR Administrator to join the team on a temporary basis for approximately 3-4 months . This opportunity has arisen to provide additional support within the HR team while a colleague is seconded onto an internal project. The role would suit someone with strong HR administration experience and HR systems knowledge , who is comfortable working in a fast-paced environment and supporting a variety of HR processes. The Role As HR Administrator , you will provide essential administrative support to the HR function, ensuring HR systems and employee records are maintained accurately and efficiently. Working closely with the HR team, you will assist with day-to-day HR administration and support payroll-related processes. Key responsibilities will include: Maintaining and updating HR systems and employee records Supporting HR administration across the employee lifecycle Assisting with payroll-related administration and data preparation Ensuring HR documentation and records remain accurate and compliant Providing general administrative support to the HR team as required About You The successful candidate will have: Previous experience in an HR Administrator or HR Assistant position Strong HR systems experience and excellent attention to detail Exposure to payroll administration or payroll processes (desirable) Strong organisational skills and the ability to manage multiple tasks A proactive and reliable approach with good communication skills The Opportunity This is a temporary opportunity lasting approximately 3-4 months , offering the chance to join a supportive HR team within a reputable business and contribute during a busy period.
Mar 19, 2026
Seasonal
HR Administrator (Temporary Contract) Location: St Asaph Salary: £30,000 - £40,000 FTE (depending on experience) Contract: Temporary (3-4 months) A reputable and well-established business based in St Asaph is seeking an experienced HR Administrator to join the team on a temporary basis for approximately 3-4 months . This opportunity has arisen to provide additional support within the HR team while a colleague is seconded onto an internal project. The role would suit someone with strong HR administration experience and HR systems knowledge , who is comfortable working in a fast-paced environment and supporting a variety of HR processes. The Role As HR Administrator , you will provide essential administrative support to the HR function, ensuring HR systems and employee records are maintained accurately and efficiently. Working closely with the HR team, you will assist with day-to-day HR administration and support payroll-related processes. Key responsibilities will include: Maintaining and updating HR systems and employee records Supporting HR administration across the employee lifecycle Assisting with payroll-related administration and data preparation Ensuring HR documentation and records remain accurate and compliant Providing general administrative support to the HR team as required About You The successful candidate will have: Previous experience in an HR Administrator or HR Assistant position Strong HR systems experience and excellent attention to detail Exposure to payroll administration or payroll processes (desirable) Strong organisational skills and the ability to manage multiple tasks A proactive and reliable approach with good communication skills The Opportunity This is a temporary opportunity lasting approximately 3-4 months , offering the chance to join a supportive HR team within a reputable business and contribute during a busy period.
Financial Divisions
IFA Administrator - London/Hybrid (Mostly Remote) - £35000-£40,000
Financial Divisions
Career Progression HNW Client Exposure Remote with once a week in London An excellent opportunity has arisen for an experienced Financial Planning Administrator / Wealth Management Administrator / IFA Administrator to join a highly regarded Chartered Financial Planning firm specialising in Inheritance Tax planning and retirement planning for high-net-worth clients . This role offers the chance to work within a specialist financial planning firm advising clients with estates typically between £2m and £10m , supporting advisers delivering sophisticated and bespoke planning strategies. The role is hybrid based in London with significant remote working flexibility , making it ideal for someone looking for a Financial Planning Administrator or IFA Administrator role with flexible working . The Role - Financial Planning Administrator As a Financial Planning Administrator / Wealth Management Administrator , you will support advisers and planners to deliver a high standard of client service within a professional financial planning environment. Key responsibilities include: • Processing new business across pensions, investments and protection • Managing applications and provider correspondence with financial providers • Coordinating communication between clients, advisers and providers • Preparing documentation for client meetings and annual reviews • Supporting complex cases including Inheritance Tax planning and retirement planning • Completing provider paperwork including trust documentation and applications • Maintaining accurate client records and compliance documentation • Chasing providers to ensure cases progress smoothly • Managing workflow and ensuring tasks are completed within deadlines • Supporting advisers delivering Chartered level financial planning advice Because the firm provides bespoke financial planning solutions , this role offers exposure to complex client work and high-net-worth financial planning cases . Experience Required To be considered you should have previous experience as a: • Financial Planning Administrator • Wealth Management Administrator • IFA Administrator • Financial Services Administrator Candidates should have: • Previous experience within wealth management or financial planning • Experience working with financial providers and new business applications • Strong organisational and workflow management skills • Excellent communication skills with clients and providers • Experience supporting advisers within a financial planning environment • High attention to detail and ability to manage multiple cases Experience with financial planning software, analytics tools or cashflow modelling systems would be advantageous. Career Development This firm actively supports professional development and will provide support for industry qualifications including PFS or STEP for candidates wishing to progress within financial planning. This role offers the opportunity to develop within a top-tier specialist financial planning firm working with high-net-worth clients and complex planning strategies . Why Apply • Hybrid role with significant remote working flexibility • Opportunity to work with high-net-worth clients • Exposure to Inheritance Tax and complex financial planning cases • Join a specialist Chartered financial planning firm • Support with PFS / STEP qualifications • Excellent long-term career development Apply For a confidential discussion or to apply please contact: Laura McKendry Financial Divisions Recruitment
Mar 19, 2026
Full time
Career Progression HNW Client Exposure Remote with once a week in London An excellent opportunity has arisen for an experienced Financial Planning Administrator / Wealth Management Administrator / IFA Administrator to join a highly regarded Chartered Financial Planning firm specialising in Inheritance Tax planning and retirement planning for high-net-worth clients . This role offers the chance to work within a specialist financial planning firm advising clients with estates typically between £2m and £10m , supporting advisers delivering sophisticated and bespoke planning strategies. The role is hybrid based in London with significant remote working flexibility , making it ideal for someone looking for a Financial Planning Administrator or IFA Administrator role with flexible working . The Role - Financial Planning Administrator As a Financial Planning Administrator / Wealth Management Administrator , you will support advisers and planners to deliver a high standard of client service within a professional financial planning environment. Key responsibilities include: • Processing new business across pensions, investments and protection • Managing applications and provider correspondence with financial providers • Coordinating communication between clients, advisers and providers • Preparing documentation for client meetings and annual reviews • Supporting complex cases including Inheritance Tax planning and retirement planning • Completing provider paperwork including trust documentation and applications • Maintaining accurate client records and compliance documentation • Chasing providers to ensure cases progress smoothly • Managing workflow and ensuring tasks are completed within deadlines • Supporting advisers delivering Chartered level financial planning advice Because the firm provides bespoke financial planning solutions , this role offers exposure to complex client work and high-net-worth financial planning cases . Experience Required To be considered you should have previous experience as a: • Financial Planning Administrator • Wealth Management Administrator • IFA Administrator • Financial Services Administrator Candidates should have: • Previous experience within wealth management or financial planning • Experience working with financial providers and new business applications • Strong organisational and workflow management skills • Excellent communication skills with clients and providers • Experience supporting advisers within a financial planning environment • High attention to detail and ability to manage multiple cases Experience with financial planning software, analytics tools or cashflow modelling systems would be advantageous. Career Development This firm actively supports professional development and will provide support for industry qualifications including PFS or STEP for candidates wishing to progress within financial planning. This role offers the opportunity to develop within a top-tier specialist financial planning firm working with high-net-worth clients and complex planning strategies . Why Apply • Hybrid role with significant remote working flexibility • Opportunity to work with high-net-worth clients • Exposure to Inheritance Tax and complex financial planning cases • Join a specialist Chartered financial planning firm • Support with PFS / STEP qualifications • Excellent long-term career development Apply For a confidential discussion or to apply please contact: Laura McKendry Financial Divisions Recruitment

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