1302 jobs found

IFA Administrator (Part-Time, Fully Remote) Location: 100% Home-Based (UK Only) Salary: Circa £30,000 Pro Rata (Negotiable DOE) Working Pattern: 2-3 Days Per Week We are currently supporting a highly successful, independent Financial Adviser in the appointment of an experienced IFA Administrator to join their growing business on a fully remote, part-time basis. This is an excellent opportunity for a seasoned professional who is looking to reduce their working hours while continuing to play a key role within a high-quality, client-focused advisory firm. The Business Our client is a highly experienced Financial Adviser who has built a strong reputation working with a High Net Worth client base. Since launching the business nearly two years ago, they have experienced significant growth and ongoing success. Due to this continued expansion, they are now looking to make their second administrative hire to support the next phase of development. The Role Working closely with the Adviser, you will provide comprehensive administrative support across the full client journey. This is a varied and hands-on role requiring a high level of accuracy, organisation, and industry knowledge. Key responsibilities will include: Preparing and processing new business applications Managing client documentation and records Liaising with providers and platforms Supporting report preparation and client reviews Handling client queries and maintaining excellent service standards Ensuring compliance and regulatory requirements are met Requirements Minimum 5+ years' experience in an IFA Administrator role within the UK Strong understanding of financial products, platforms, and processes Experience supporting HNW clients is highly desirable Excellent organisational and communication skills Ability to work independently in a fully remote environment Must be UK-based with full right to work in the UK The Opportunity Fully remote, flexible working arrangement Ideal for experienced professionals seeking reduced hours Opportunity to work closely with a successful and growing Adviser Supportive, collaborative working relationship Competitive salary package, negotiable based on experience If you are an experienced IFA Administrator looking for a flexible, part-time role within a high-quality and growing firm, we would be keen to speak with you. Please apply or get in touch for a confidential discussion.

A well-established financial planning practice is looking to recruit an experienced Client Relationship Manager to join their team across their Newton Abbott office. This is a varied and client-facing administrative role, sitting at the heart of the business and providing essential support to a team of Financial Advisers. Salary up to £33,000 & hybrid working 3 days in the office The Role The successful candidate will serve as a key point of contact for clients, managing enquiries by phone, email and in person with professionalism and care. They will take ownership of the end-to-end administration process - from organising client review meetings and preparing valuation reports, through to processing new business applications and ensuring all actions and follow-ups are completed accurately and on time. Day-to-day responsibilities will include: Managing Financial Adviser diaries and coordinating client meetings Preparing meeting packs and new business documentation for sign-off Submitting, processing and following up on applications in a compliant and timely manner Maintaining accurate client records on the back office system (Intelligent Office) Processing fund switches, rebalances, surrender requests and death claims Uploading file notes and ensuring client files meet compliance requirements Ordering quotes and requesting policy details on behalf of advisers Providing holiday and sickness cover for colleagues as required The Person The practice is looking for someone with a minimum of two years' experience working within the IFA market, including hands-on experience with provider platforms. They will be confident managing their own workload, organised under pressure, and able to communicate clearly and professionally with both clients and colleagues across multiple locations. The ideal candidate will bring: Experience in an IFA or financial services administrative role Familiarity with CRM and back office systems Strong working knowledge of Microsoft Office Excellent interpersonal and written communication skills A high level of discretion when handling sensitive client data The ability to work effectively as part of a geographically spread team, both face-to-face and remotely This is a fantastic opportunity for an experienced financial services administrator to join a supportive and established team, with a competitive salary of up to £33,000 on offer depending on experience.

A well-established financial planning practice is looking to recruit an experienced Client Relationship Manager to join their team across their Wellington offices. This is a varied and client-facing administrative role, sitting at the heart of the business and providing essential support to a team of Financial Advisers. Salary up to £33,000 & hybrid working 3 days in the office The Role The successful candidate will serve as a key point of contact for clients, managing enquiries by phone, email and in person with professionalism and care. They will take ownership of the end-to-end administration process - from organising client review meetings and preparing valuation reports, through to processing new business applications and ensuring all actions and follow-ups are completed accurately and on time. Day-to-day responsibilities will include: Managing Financial Adviser diaries and coordinating client meetings Preparing meeting packs and new business documentation for sign-off Submitting, processing and following up on applications in a compliant and timely manner Maintaining accurate client records on the back office system (Intelligent Office) Processing fund switches, rebalances, surrender requests and death claims Uploading file notes and ensuring client files meet compliance requirements Ordering quotes and requesting policy details on behalf of advisers Providing holiday and sickness cover for colleagues as required The Person The practice is looking for someone with a minimum of two years' experience working within the IFA market, including hands-on experience with provider platforms. They will be confident managing their own workload, organised under pressure, and able to communicate clearly and professionally with both clients and colleagues across multiple locations. The ideal candidate will bring: Experience in an IFA or financial services administrative role Familiarity with CRM and back office systems Strong working knowledge of Microsoft Office Excellent interpersonal and written communication skills A high level of discretion when handling sensitive client data The ability to work effectively as part of a geographically spread team, both face-to-face and remotely This is a fantastic opportunity for an experienced financial services administrator to join a supportive and established team, with a competitive salary of up to £33,000 on offer depending on experience.

Role : HR Advisor Sector: Public and Not-for-Profit Duration: Contract until Location: Derby - Hybrid Salary: up to £28000 per annum Sellick Partnership are currently recruiting for an experienced HR Officer to join our client based in Derbyshire, working on a hybrid basis. The HR Officer will act as a first point of contact for all employee relations, policy and contractual issues across a multi-site operation. This role would be ideal for someone who is looking to move into their first management position. The role will support the wider HR Team in delivering the HR strategy to the people across all the organisations subsidiaries. Providing pragmatic advice and guidance as well as supporting in the implementation of key projects. The duties of the HR Officer include: Being the first point of contact for all people related issues across each of the subsidiaries. Developing robust relationships with managers within the business to provide proactive support to any people related issues. Leading investigations and supporting managers through the various HR processes. Actively working with the HR team to develop and delivery HR Training as required across the subsidiaries. Ensuring managers are dealing effectively with employee relations issues. Providing, monitoring and analysing HR information for managers, highlighting areas for concern. Proactively working with managers to put plans in place to resolve areas of concern. Bring responsible for the Skills Matrix ensuring that our people across all subsidiaries are up to date with mandatory and essential to role training. Managing a team of recruitment administrators is the delivery of their day-to-day activities including the delivery of recruitment related projects. Ensuring that appraisals / performance and development review targets are set, monitored, delivered and proactively promoted across the business. Being an active member in HR and Operational related projects as required. Taking both supporting and leading roles depending on the nature and scope of the project. To undertake any other duties as may be required for the optimum efficiency of organisation's operations, including working within other departments as directed. Ensuring continuing, personal and professional development, taking ownership and accountability for remaining up-to-date. As duties and responsibilities change, the job description will be reviewed and amended in consultation with the postholder. The ideal HR Officer will: Be qualified to CIPD Level 3 or equivalent Have a minimum of 1 years' experience in employee relation cases Have a minimum of 1 years' experience in human resources Have experience in managing and prioritisation of conflicting deadlines The HR Officer will need to have excellent communication skills and effectively be able to communicate to stakeholders of all levels. Furthermore, the ideal candidate will have an impeccable eye for detail and accuracy to ensure all workload is carried out effectively and efficiently. They will also need to able to prioritise their workload and be efficient and effective to meet unpredictable deadlines and deal with conflicting demands, whilst working in a high-pressured environment. This role would be the perfect position for a current HR Administrator, HR Assistant or HR Co-ordinator who is looking to progress to the next stage Our client is hoping to have the HR Officer in the role as soon as possible, therefore if you believe your experience meets the criteria above, please contact Charlotte Broomfield by Monday 9 February or call the Derby office for more information. Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.

Financial Services Administrator Location: Gillingham, Dorset Salary: Highly Competitive Job Types: Full-time, Permanent - Hybrid working available Are you looking for a career in Financial Services? Due to continued growth, Future Wealth Management has an exciting opportunity for you to join their friendly team as a Financial Services Administrator, based in their Gillingham office. You will provide efficient administrative support to the Financial Planners & Paraplanners within the practice. The Practice represents a FSTE 100 brand and has seen its success grow through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The company's proposition is further enhanced by its distinctive approach to investment management. About the Role - Financial Services Administrator We are seeking a highly organised and technically proficient Financial Services Administrator to provide high-level technical and administrative support to the Practice. This is a varied and fast-paced role requiring strong attention to detail, excellent communication skills, and the ability to manage multiple priorities while maintaining exceptional client service standards. You will work closely with advisers, paraplanners, and administrators to ensure the smooth delivery of all business processes and client servicing requirements. Key Responsibilities - Financial Services Administrator Complete AML and ID checks in line with regulatory requirements. Process new business, replacements, fund switches and encashments efficiently and accurately. Manage ongoing servicing including annual and drawdown reviews, transfers, annuities, account top-ups and ISA/UT transactions. Prepare clear, compliant suitability reports and recommendations. Conduct research and obtain quotes/illustrations to support robust advice. Liaise with advisers, providers and administration centres to progress cases to completion. Maintain accurate client records on Salesforce and update management information. Prepare meeting documentation and complete all follow-up actions promptly. Process applications and advice sets (including EBS submissions) accurately. Respond professionally to client and provider queries by phone and email. Ensure all work meets compliance and internal quality standards. Support the wider Practice and maintain ongoing professional development. About You - Financial Services Administrator Previous experience in financial services administration. Knowledge of the UK regulatory system, particularly those aspects relevant to Financial Services. Highly organised with the ability to prioritise workloads and meet deadlines under pressure. Professional, client-focused and able to handle confidential information with discretion. Strong attention to detail and clear written and verbal communication skills. Confident working independently as well as collaboratively within a team. Proficient IT skills, including experience using CRM systems such as Salesforce, with a willingness to learn new systems. What we offer Competitive salary Quarterly and Annual bonuses Training opportunities and career development with fully funded qualifications to support your professional development 25 days annual leave plus bank holidays Birthdays off Pensions Hybrid working Cycle to work Private Medical Insurance after successful completion of 6 months service Death in Service after successful completion of 6 months service Team incentives and social outings for the whole family St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

A well-respected, growing and established financial planning organisation with multiple offices across the South West is seeking an experienced Independent Financial Adviser (IFA) to join their expanding team. This is an excellent opportunity to join a highly regarded firm with a strong reputation for delivering holistic financial planning to a loyal and growing client base. The business places real emphasis on long-term relationships, high-quality advice and providing a supportive, collaborative working environment for its advisers. The Opportunity You will inherit an established portfolio of AUM of c.£30m providing a strong foundation from day one. The focus of the role will be on delivering a high level of ongoing service to maintain and strengthen client relationships, ensuring excellent retention. There will also be opportunities to grow the client bank organically through referrals, by building trust and identifying additional planning needs within your existing portfolio. This is a client-facing role involving regular travel to meet clients at their homes or offices. Importantly, there is no requirement to bring an existing client bank. Key Responsibilities Provide holistic financial planning advice to an existing portfolio of clients Build and maintain long-term client relationships Conduct regular client reviews and identify planning opportunities Work closely with paraplanners and administrators to deliver a high-quality service Generate new business opportunities through referrals and existing relationships Ensure all advice is compliant with FCA regulations About You Diploma qualified (Level 4) as a minimum (or working towards) Proven experience as a Financial Adviser/IFA Strong relationship management and communication skills Client-focused approach with a passion for delivering high-quality advice Organised, professional and able to manage your own workload effectively What's on Offer Basic salary up to £60,000 Established client bank provided (c.£30m AUM) Supportive, collaborative team environment Clear long-term career progression within a growing business This is a fantastic opportunity for an adviser looking to join a forward-thinking firm where they can inherit clients, develop professionally and be part of a business with ambitious growth plans across the South West. If you're looking for a role where you can focus on delivering excellent advice within a supportive environment, we would be keen to hear from you.

Company Description About FRP At FRP, we are a leading national business advisory firm based in the UK. With over 950 team members, including more than 100 partners, we specialise in Corporate Finance, Debt Advisory, Forensic Services, Financial Advisory and Restructuring Advisory . Operating from 35 offices across the UK, Isle of Man and Cyprus, we are dedicated to helping clients navigate complex and difficult situations to create, preserve, and recover value. Our approach is known for being honest, clear, and considered. We provide strategic solutions that cater to a broad range of businesses, from multinational organisations to small enterprises. Our commitment is to deliver expert advice and support, ensuring our clients can make informed decisions and achieve their goals. Job Description Role overview We are seeking a motivated individual to join our experienced Restructuring team at FRP Advisory in our St Albans office. This role is ideal for someone looking to start a career in the professional services sector. Full training will be provided, along with opportunities for further education and professional qualifications. The successful candidate will support colleagues on a wide range of administrative and investigative work across various corporate insolvency cases. As you develop, you will take on a wider client-facing role. Key Responsibilities Perform office administration tasks including dealing with visitors and handling post Respond to incoming calls and correspondence and produce letters and reports Assist Managers and the wider team with their portfolio of cases including producing statutory paperwork and other legal documents, managing 'take on' administration processes and maintaining files Maintain the case management system and other software Qualifications GCSE English and Mathematics grade 5 or above Ability to exhibit our core values of being clear, honest and considered in your approach to work Highly motivated team player with excellent communication and interpersonal skills when engaging with clients and colleagues Diligent with keen attention to detail and a professional approach to work Adaptable and flexible approach to work with a genuine willingness to learn Excellent organisational and administration skills with good knowledge of Microsoft Office packages including Word, Excel, and Outlook Additional Information Our Values Straightforward : We provide clear, no-nonsense advice Confident : Our guidance is backed by expertise and evidence Pragmatic : We focus on practical solutions and tangible outcomes Real : We are professional yet approachable, understanding the challenges our clients face Our Commitment to You and the Environment At FRP, sustainability is integral to our strategy and operations. Our sustainability depends on building and maintaining meaningful, long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on the natural environment. We are always striving to improve in all areas - whether it's our people, our clients, our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We are committed to fostering an inclusive, equitable, and diverse culture for our people. We maintain an Equal Opportunities Policy, ensuring that recruitment and employment decisions are based solely on the skills and experience required for our professional services - regardless of ethnicity, race, sexual orientation, disability, or any other protected characteristic. We believe every individual should have the opportunity to thrive. Our learning and development programmes enable us to invest in growing our employees' careers. We aim to empower our team members to each achieve their potential. We are committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success lead to our sustainability and success. We are emotionally invested in our clients right from the beginning.

Claims Administrator Belfast The Lockton Belfast team draws on decades of insurance services experience, combining deep technical expertise with innovative, tailored solutions for clients ranging from local businesses to major global organisations. We are now recruiting for a Claims Administrator to join our expanding team. This role is an excellent opportunity for someone at the early stages of their career: whether you are a recent graduate or looking to move into a professional, client-focused environment. You will gain strong foundations in insurance, develop key administrative and analytical skills, and build a long-term career within a highly respected global business. About the Role As a Claims Administrator, you will support the Claims team in delivering an exceptional service to clients and insurers. You will be responsible for ensuring claims are processed accurately, documentation is maintained to a high standard, and enquiries are handled efficiently. This position offers full training and the chance to develop into more senior claims roles as your knowledge grows. Your Responsibilities Provide administrative support to the Claims team, ensuring all documentation is accurate, up-to-date, and compliant. Assist with the logging, monitoring, and progression of claims across various insurance lines. Liaise professionally with clients, insurers, and internal stakeholders via email, telephone, and written correspondence. Prepare and maintain records, reports, and claims files in line with internal processes. Help coordinate information required for claims handling and settlements. Manage your workload effectively, ensuring deadlines are met without compromising quality. Support the wider team with ad-hoc administrative tasks as required. Your Knowledge & Expertise Strong organisational skills with ability to manage time, prioritise and ensure that deadlines are met without compromising quality. Ability to communicate effectively and professionally, both verbally and in writing with clients, insurers and colleagues A proactive mindset with the energy and appetite to learn and progress within the business. Good working knowledge of Microsoft Office (Outlook, Word, Excel) and an ability to learn new systems quickly. Experience of London Market systems including ECF and CLASS would be beneficial but not essential Previous administrative experience is advantageous but not required - full training will be provided. Why Join Lockton? Global reputation with a strong local presence in Belfast Extensive training and development opportunities Supportive team environment with clear progression pathways Exposure to a wide range of clients and insurance lines Opportunity to build a long-term career in claims and insurance If you'd like, I can also format this into a branded job-spec style (headers, spacing, bolding), tailor it for an advert, or create both an internal JD and an external job posting version.

This IFA Administrator job is available within a local IFA firm based in Northampton. This is an exciting opportunity with excellent career progression available for the successful individual to have pathway to becoming a Financial Advisor. You will be working within their corporate pensions and employee benefits team who provide advice to their corporate clients. As such, you will be involved in providing renewals, review reports, obtaining new terms, liaising with clients and providers and ensuring records are accurately maintained. This role offers pathway to develop into a Junior Financial Advisor role within 12 - 24 months, where you will be servicing their workplace members before eventually having your own client bank. The business would provide full support to assist you with obtaining your Level 4 Diploma in Financial Planning and guiding you through the training to become an Advisor. By working within an experienced team of varying roles, you will have excellent support around you to help as you learn and develop. During your role as IFA Administrator, you will be focused on: Writing reports, which requires undertaking research Requesting key information and data from clients and providers Obtaining terms from providers during renewal stage and evaluate / negotiate for the best possible terms within deadlines Undertake administrative duties in line with regulatory requirements such as producing certifications, carrying out annual management charge reviews, re-declaration of compliance etc Managing and assisting with workplace enquiries and follow up actions from member meetings IFA Administrator Requirements You should have 2+ years experience within an IFA / Wealth Management or Employee Benefits advice firm You should have good knowledge of financial services including pensions You should have Maths and English GCSE Level 5 / C or above Individuals with good knowledge of auto-enrolment and experience of administering corporate pensions / employee benefits (e.g. DIS, PMI, private health care) would be preferred The Company Our client has experienced steady growth recently and has built strong relationships with their clients and known for balancing professionalism and friendliness. IFA Administrator Package Salary of up to £30,000 depending on experience Mainly office based role Plus benefits including pension, 6x group life cover, PHI cover, PMI cover and 25 days holiday rising to 27 and 30 days after milestones plus bank holidays Financial support for exams and CPD, including professional registrations paid in full Fully paid Christmas party and team events Future career progression to lead department and possible share options / board position 35 hours per week, 9am - 5pm, Monday to Friday with 1 hour for lunch Locations Northampton 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.

Senior IFA Administrator Glasgow, hybrid working£30,000 to £36,000 plus benefits Join a respected Chartered financial planning firm that's known for delivering high-quality, client-centred advice. This senior role sits at the heart of the operations team, supporting advisers, guiding junior staff and ensuring the smooth delivery of compliant financial planning services. It's an ideal step if you're an experienced IFA administrator looking for more responsibility, more technical involvement and a clear path into paraplanning, operations or management. The firm offers real progression, discretionary bonuses and salary increases with every exam you pass. You'll also benefit from hybrid working, study support and exposure to complex client work across pensions, investments, protection and trusts. What you'll do Act as a key contact for clients and advisers Handle complex casework across pensions, investments, protection and trusts Manage new business processing and pipeline tracking Prepare review packs, valuations and meeting documentation Maintain compliant, accurate client records and support Consumer Duty requirements Improve workflows and support operational efficiencies Mentor junior administrators and support their development Coordinate adviser diaries and annual review schedules What you'll need Experience in an IFA or wealth management environment Knowledge of pensions, investments and protection products Familiarity with platforms and provider portals Benefits Hybrid working Discretionary bonus Salary increases per exam passed Study support for professional qualifications Pension contribution Death in service Generous holiday allowance with the option to buy additional days Supportive Chartered environment with strong long-term development Career progression This role offers clear routes into paraplanning, operations management, practice management or adviser roles, supported by structured training and funded exams. Salary increases are awarded with each exam passed, with further incentives available as you progress. If you're interested, click Apply now. Don't worry if your CV isn't up to date. Send what you have and we can sort out the rest later.

This Paraplanning Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm. You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners. As a Paraplanning Administrator, your duties will include: Produce simple suitability letters and non-complex reports Assist Paraplanners with gathering research and documentation for reports, recommendations and suitability letters. Ensure all compliance paperwork is completed Prepare application forms and paperwork required for the advice process Process and manage standard and more complex new business and servicing through to completion Chase progress of applications and inform the Financial Advisers should any issues arise Process any servicing changes to clients' investments Prepare client portfolio valuations and review documents Hold regular meetings with your Paraplanners and Financial Adviser to discuss ongoing and upcoming cases Paraplanning Administrator Requirements You must have experience within a financial planning firm and have supported Financial Advisers You should have knowledge of financial planning products and the client process You will ideally hold RO1 or CF1 You must have excellent numeracy and literacy skills (GCSE grades A - C or 4 - 9) You must be competent using Microsoft Office products and industry software The Company Our client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to c600 clients. They have £400m FuM and have plans to continue growing. Paraplanning Administrator Benefits Salary of £28,000 - £32,000 depending on experience Plus company benefits available immediately include group life cover, group income protection Upon completion of probation, private medical insurance, health cash plan, cycle to work scheme, workplace pension with employer contribution of up to 5% of your salary provided this is matched by you Office based role with 1 day from home following successful probation Typical working hours of Monday to Friday, 9am to 5:30pm with 1 hour for lunch 25 days annual leave (rising up to 30 days) plus bank holiday, plus 1 day's birthday leave and 1 day for charity / community work each year Location North Somerset 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

A mortgage admin role with direction. As well as the prospects of progressing into paraplanning or advising, applicants who also have experience in either office management or protection business, can utilise that background within this role. Job Title/Location: Mortgage Administrator, London Salary: To £40,000 + bonus c.£ Requirements: Solid mortgage administration experience is key, ideally with a background in submitting applications & case managing to completion. Role Snapshot: Varied role with lots of scope. Submitting DIP's, chasing Lenders/Solicitors, research, submitting applications, work on suitability letters + GI & PMI renewals, obtaining protection quotes, submitting GI & protection applications. The Company: An established, independent brokerage producing excellent business levels & is looking to expand the team. A highly supportive environment & positive vibe within the office. Affiliated to the UK's largest mortgage clubs, working with all the major lenders. The Role: The focus with this Mortgage Administrator role is ensuring client expectations are managed throughout the process & a positive overall experience. Key tasks include: Working on client Fact Finds & chasing clients for outstanding documents Submitting DIP's, sending out client certificates Liaising with a wide range of Lenders & Solicitors Research/draft initial recommendation emails on purchases, re-mortgages & transfers Check rate reductions, checking offers, comparing them to applications Draft suitability letters Review home buyer surveys, provide feedback & recommendations to clients. GI + PMI renewals and research Obtain quotes for Protection & GI and ultimately submit applications Skills / Experience Required: For this Mortgage Administrator vacancy, our client is looking for people with solid mortgage administration experience, ideally a background in submitting applications & case managing to completion. Good communication skills are key, as is the ability to work at a fast pace whilst ensuring attention to detail. A hard-working, positive, professional attitude is really important. Additional Information: The Mortgage Administrator salary is to £40k + bonus c.£2k - £3k. There is also a Health CashPlan + 20 days holiday, rising to 26. Great chance to work for an expanding brokerage and develop within a great working environment. Please apply below. The Mortgage Administrator role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.

IFA Administrator, Newcastle. Up to £32,000 plus good benefits and annual bonus. We are working with a well established IFA who are looking for an experienced Financial Services Administrator with previous experience gained within n IFA. This firm is going through a growth phase and offers the opportunity to further progress and develop your career within Financial Services including exam support. The role: You'll be working in a team of Administrators working closely with Paraplanners and supporting a number of Advisers Preparing client meeting packs General administration and maintenance of client files Processing new business applications using various platforms Ensuring that financial transactions are completed correctly & compliantly Booking client meetings and assisting with preparing paperwork & research for new & existing client review meetings Liaising with product and system providers To apply: You must have previous experience gained in Financial Services preferably within an IFA. Strong communications skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely. Financial Services exams a distinct advantage (they offer full support towards these) Customer focused. Ensuring the customer is always provided with the highest possible service. Solid working experience of Word, Excel & Outlook. For further information about this and many other great opportunities in Financial Services , please contact Synchronicity Wealth .

Fleet AdministratorEnderby£26,000- £28,000Permanent opportunity Calling all Fleet Administrators Are looking for a dynamic working environment, with a supporting and friendly team? We are looking for an organised and detail-oriented Fleet Administrator to join our client's fantastic team in Leicester. This role is key to ensuring the smooth and compliant operation of their vehicle fleet, supporting drivers, and maintaining accurate records across all fleet-related systems. Key Responsibilities Ordering and managing fuel cards for driversConducting driver licence checks and ensuring complianceMonitor driver compliance, escalating any convictions or endorsements as requiredUpload and maintain driver insurance and vehicle (V5) documentation (Grey Fleet Drivers)Carrying out regular audits and producing fleet reportsMaintain accurate vehicle records, including adding and removing vehicles from toll accountsProcessing changes such as private registration plate changesMaintaining and updating customers motor insurance databaseManage and process vehicle-related finesPreparing and issuing VE103 documents Issue parking permits and no-claims lettersEnsure accurate allocation of vehicles across the business About You Previous experience in a fleet, or transport administration role is desirableStrong attention to detail and excellent organisational skillsAbility to manage multiple tasks and meet deadlinesConfident using databases and Microsoft Office applicationsStrong communication skills with the ability to liaise across teamsA proactive approach to problem-solving and compliance In return, you will receive: Starting salary of up to £28,000Pension25 days holiday + BHsSupportive and collaborative team environmentOpportunities for professional development and progression Please get in touch if this sounds like your sort of job!

Financial Planner - Kent Kent Medium- Wealth Management Firm £70,000 - £100,000 + bonus (negotiable) 25 days holiday + bank holidays Pension, death in service, income protection, medical cash plan A well-established Chartered independent wealth planning firm with offices across Kent is looking to hire two Financial Planners to join their award-winning team. The firm provides whole-of-market advice to HNW retirees, families, accumulators, and SME owners across Kent, Sussex, and London. They currently manage circa 2,000 clients with over £600m AUM, advising on pensions, investments, tax planning, retirement and cashflow planning, protection, and specialist solutions such as VCT and EIS schemes. The firm is highly regarded for client service, with long-standing relationships-some over 20 years-and strong connections to local accountancy and legal practices that provide a steady stream of referrals. The support team comprises experienced paraplanners and administrators across two offices, providing dedicated assistance and encouraging ongoing professional development. The Role These are newly created roles, managing existing client portfolios as advisers approach retirement. You will have full paraplanning and administration support, allowing you to focus on delivering high-quality advice, building relationships with clients, and engaging with businesses and stakeholders across Kent. This is an ideal position for a candidate with a background in independent wealth planning, preferably Chartered or working towards Chartered status. You will also have the opportunity to develop new business and expand the firm's reach in the region, while benefiting from a collaborative, supportive team environment. Key Benefits Competitive salary £70k-£100k + bonuses Full paraplanning and administration support Pension, death in service, income protection, and medical cash plan 25 days holiday plus bank holidays Clear opportunities to build client relationships and generate new business If you're an experienced Financial Planner looking for a role with career progression, high-quality clients, and a supportive team, this is an excellent opportunity. Contact Sam at Financial Divisions.

HR Shared Services Administrator Supply Chain We are working with a fantastic business who are looking to bring in a HR Shared Services Administrator to support their People team.This is a great opportunity for someone early in their HR career, or someone who enjoys the detail side of HR and being part of a busy, fast-moving environment, particularly within supply chain.You'll play a key role in supporting the employee lifecycle and keeping everything running smoothly behind the scenes. What you'll be doing Supporting with HR administration across the full employee lifecycle Preparing contracts, letters and HR documentation Maintaining and updating HR systems and employee records Supporting onboarding processes for new starters Acting as a first point of contact for basic HR queries Supporting the wider HR team with day-to-day tasks and projects What we're looking for Previous experience in a HR Administration or similar role Experience within a supply chain, logistics or operational environment would be desirable Strong attention to detail and organisation Comfortable working with systems and data A proactive approach and willingness to learn A positive and team-focused mindsetThis is a great opportunity to build your HR experience in a supportive environment, with exposure to a fast-paced and operationally focused business.Salary up to £30,000 DOE Please apply with your most up-to-date CV. BH35756

Mortgage Administrator - Hybrid Working - LE18 Location: LE18 (Hybrid: Office & Home-Based) Full-Time Permanent Excellent Career Progression Small, Supportive Team Environment Are you a detail-oriented individual with experience in mortgage administration or financial services? Looking for a new opportunity that offers flexibility, career growth, and a close-knit team environment? We're an established and growing business based in LE18 , currently seeking a Mortgage Administrator to join our small, friendly team. This is a fantastic opportunity for someone who enjoys working behind the scenes to support mortgage advisers and deliver a seamless experience for clients. What You'll Be Doing: Supporting mortgage advisers with application processing from submission to completion Liaising with lenders, solicitors, and clients to progress applications efficiently Ensuring all documentation is accurate and compliant with industry regulations Managing diaries, chasing updates, and keeping all parties informed General admin duties to help keep everything running smoothly What We're Looking For: Experience in mortgage administration, financial services, or a similar role Strong attention to detail and excellent organisational skills Confident communicator with a professional, proactive approach Ability to manage multiple tasks and work to deadlines A team player who enjoys being part of a small, supportive office culture What We Offer: Hybrid working - split between the LE18 office and working from home Competitive salary based on experience Genuine career progression opportunities as the business continues to grow Supportive team environment where your contributions make a real difference Ongoing training and development Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Trainee IFA Administrator Salary: £23,809 - £25,000 per annum Start your career in financial services with a friendly, well established advice firm in Rossendale. If you're organised, proactive, and keen to learn, this is a brilliant opportunity to build the foundations of a long term career in wealth management. No prior experience is required - just a positive attitude, strong attention to detail, good numeracy, literacy and IT skills and a willingness to get stuck in. Full training will be provided. Why you'll love it here. You'll be part of a supportive team that values collaboration and care as much as results. You'll gain hands on experience in every part of the advice process, from client servicing to preparing documents for meetings, learning directly from experienced advisers and administrators. This is an office based role in Rossendale, so you'll always have support nearby and be part of the day to day rhythm of the team. Responsibilities Processing incoming and outgoing post (scanning, printing and tracking). Quality checking letters and mail merges before posting. Answering calls and handling routine client queries. Greeting clients when they visit the office and preparing meeting rooms. Creating new client records and updating information on the CRM system. Preparing meeting packs for advisers, including valuations and relevant documents. Once trained, will send Letters of Authority (LOAs) to providers and tracking their progress. Drafting ad hoc letters and managing client documentation. Qualifications We are looking for a highly motivated self starter, ideally with an interest in Finance, Wealth Management or Financial Services, or a strong bias for administration. Join this dynamic team and contribute to the continued growth! If you're an ambitious individual with a passion for your work, we'd love to hear from you. About Square Peg Associates: At Square Peg Associates, we are a leading recruitment consultancy specialising in finance and commercial business professionals within the North West of England. Our approach is personal and tailored to each candidate. We not only consider the qualifications listed on their CVs but also take the time to understand them on a deeper level. Before representing any candidate to our esteemed client base, we build strong relationships with them. If you're interested in exploring our current vacancies, visit our website at Squarepegassociates.co.uk.

Property Manager / Property Administrator - £30,000 to £35,000 Addlestone Full-Time, Permanent An established property company is looking for an experienced Property Manager / Property Administrator to join its team in Addlestone. This is a full-time, permanent role suited to someone with a background in estate agency, lettings, or property management who is organised, proactive, and confident managing a busy workload. Key responsibilities: Managing a portfolio of residential properties Dealing with landlord, tenant, and contractor queries Coordinating maintenance and repairs Supporting renewals and general property administration Keeping records and internal systems up to date Ensuring a high standard of service and compliance About you: Previous experience in property management, lettings, or estate agency Strong organisational and communication skills Proactive, professional, and able to use initiative Good IT skills and attention to detail This is a great opportunity to join a growing property business in a varied and busy rolUnfortunately due to the volume of applications we receive, if Copperfield Recruitment Ltd has not contacted you within five days of your application then please assume you have been unsuccessful on this occasion. Please note that by applying for this vacancy you accept Copperfield Recruitment Ltd's Privacy Policy and GDPR Policy which can be found at our website and therefore give us consent to contact you. Copperfield Recruitment Ltd are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.