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Office Angels
Criminal Law Administrator
Office Angels Newton Abbot, Devon
Do you have a keen interest in law but not the relevant qualifications? Perhaps you once studied law but never got the opportunity to work in a legal environment? Now could be your chance! We are working with a well-respected law firm who have a rare opportunity for someone to join their team either with or without prior legal experience, plus full training and career progression opportunities! JOB TITLE: Criminal Law Administrator LOCATION: Newton Abbot SALARY: £23,750 starting salary BENEFITS: 25 days holiday plus bank holidays, company social events, contributory pension, health and wellbeing programme HOURS: 9:00am-5.00pm Monday - Friday (35 hours) THE COMPANY: A well respected and longstanding legal firm specialising in Criminal Law, who provide a friendly and welcoming environment for their employees, plus opportunities to develop. THE ROLE: The Criminal Law Administrator is a paralegal support role where you will be assisting the Case Progression Officers in the day-to-day progression of cases, working closely with them and their clients. DUTIES & RESPONSIBILITIES: Answering telephone calls and passing information in a timely manner. Be the first point of contact for clients, dealing with both new enquiries and existing clients. Working closely with Case Progression Officers and other members in the team to progress cases and provide excellent customer service. Liaising with the Prosecution, Courts, Barrister Chambers and Chambers by both telephone and email. Recording notes of conversations and preparation on files. Taking mitigation and witness statements from clients. Manage and organise your workload efficiently and effectively. Establish and maintain an effective working relationship with colleagues, supervisors and clients. YOUR SKILLS AND ATTRIBUTES: Good communication and customer service skills - both oral and written. Paying fine attention to detail. Competent IT skills including knowledge in Microsoft Office and Outlook. Have excellent organisation. Work well within a team as well as being able to use your own initiative and work independently. Be able to prioritise and manage workload. Have the ability and enthusiasm to learn. Previous experience within the legal industry is advantageous but not required - full training will be provided, making this an excellent opportunity to get into the legal profession. If this sounds like you or you would like to find out more please either apply online, email your CV to or call to speak to Vicky and discuss the role. 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.
Mar 22, 2026
Full time
Do you have a keen interest in law but not the relevant qualifications? Perhaps you once studied law but never got the opportunity to work in a legal environment? Now could be your chance! We are working with a well-respected law firm who have a rare opportunity for someone to join their team either with or without prior legal experience, plus full training and career progression opportunities! JOB TITLE: Criminal Law Administrator LOCATION: Newton Abbot SALARY: £23,750 starting salary BENEFITS: 25 days holiday plus bank holidays, company social events, contributory pension, health and wellbeing programme HOURS: 9:00am-5.00pm Monday - Friday (35 hours) THE COMPANY: A well respected and longstanding legal firm specialising in Criminal Law, who provide a friendly and welcoming environment for their employees, plus opportunities to develop. THE ROLE: The Criminal Law Administrator is a paralegal support role where you will be assisting the Case Progression Officers in the day-to-day progression of cases, working closely with them and their clients. DUTIES & RESPONSIBILITIES: Answering telephone calls and passing information in a timely manner. Be the first point of contact for clients, dealing with both new enquiries and existing clients. Working closely with Case Progression Officers and other members in the team to progress cases and provide excellent customer service. Liaising with the Prosecution, Courts, Barrister Chambers and Chambers by both telephone and email. Recording notes of conversations and preparation on files. Taking mitigation and witness statements from clients. Manage and organise your workload efficiently and effectively. Establish and maintain an effective working relationship with colleagues, supervisors and clients. YOUR SKILLS AND ATTRIBUTES: Good communication and customer service skills - both oral and written. Paying fine attention to detail. Competent IT skills including knowledge in Microsoft Office and Outlook. Have excellent organisation. Work well within a team as well as being able to use your own initiative and work independently. Be able to prioritise and manage workload. Have the ability and enthusiasm to learn. Previous experience within the legal industry is advantageous but not required - full training will be provided, making this an excellent opportunity to get into the legal profession. If this sounds like you or you would like to find out more please either apply online, email your CV to or call to speak to Vicky and discuss the role. 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.
Recruit Wealth
IFA Administrator
Recruit Wealth Newcastle Upon Tyne, Tyne And Wear
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office, IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Mar 22, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office, IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
GXO Logistics
HR Administrator
GXO Logistics Harlow, Essex
Are you looking to develop your career in HR and payroll? Or perhaps you're already experienced and want to join a dynamic team? Here at GXO, we're recruiting for a HR Admin / Payroll professional to join our team in Harlow . You'll play a key role in managing payroll processes and maintaining accurate HR records, supporting our site operations and ensuring compliance with company standards. This is a full-time, permanent role , working Monday to Friday 9am to 5:30 pm, hours though can be flexible Pay, benefits and more: We're looking to offer a salary of £26,000 - £28,000 per annum and 25 days annual leave (plus bank holidays). Your benefits package includes flexible dental insurance plans, a company sponsored pension scheme, a 24/7 online GP service, life assurance and a fully comprehensive employee assistance programme. You'll also have access to our MyBenefits platform offering a variety of high street discounts, a cycle to work scheme, cashback cards, a saving scheme and much more! What you'll do on a typical day: Manage payroll systems and maintain accurate HR records Process HR forms and liaise with Central HR and Payroll Maintain attendance, sickness, and timeliness records Support engagement activities and operational management Prepare letters, take meeting minutes, and arrange occupational health appointments What you need to succeed at GXO: Previous experience in HR administration Strong Microsoft Office skills (Word, Excel, PowerPoint) Excellent stakeholder management and communication skills CIPD qualification preferred Flexible, proactive, and committed approach We engineer faster, smarter, leaner supply chains GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work. GXO is an equal opportunity employer. We celebrate, support and thrive on diversity and are committed to creating an inclusive environment for all employees. We believe that diversity and inclusion in our business is critical to our success as a global company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. We are an Armed Forces friendly organisation and Disability Confident Leader as part of the Disability Confident Scheme (GIS) and actively welcome applications from people with disabilities. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement
Mar 22, 2026
Full time
Are you looking to develop your career in HR and payroll? Or perhaps you're already experienced and want to join a dynamic team? Here at GXO, we're recruiting for a HR Admin / Payroll professional to join our team in Harlow . You'll play a key role in managing payroll processes and maintaining accurate HR records, supporting our site operations and ensuring compliance with company standards. This is a full-time, permanent role , working Monday to Friday 9am to 5:30 pm, hours though can be flexible Pay, benefits and more: We're looking to offer a salary of £26,000 - £28,000 per annum and 25 days annual leave (plus bank holidays). Your benefits package includes flexible dental insurance plans, a company sponsored pension scheme, a 24/7 online GP service, life assurance and a fully comprehensive employee assistance programme. You'll also have access to our MyBenefits platform offering a variety of high street discounts, a cycle to work scheme, cashback cards, a saving scheme and much more! What you'll do on a typical day: Manage payroll systems and maintain accurate HR records Process HR forms and liaise with Central HR and Payroll Maintain attendance, sickness, and timeliness records Support engagement activities and operational management Prepare letters, take meeting minutes, and arrange occupational health appointments What you need to succeed at GXO: Previous experience in HR administration Strong Microsoft Office skills (Word, Excel, PowerPoint) Excellent stakeholder management and communication skills CIPD qualification preferred Flexible, proactive, and committed approach We engineer faster, smarter, leaner supply chains GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work. GXO is an equal opportunity employer. We celebrate, support and thrive on diversity and are committed to creating an inclusive environment for all employees. We believe that diversity and inclusion in our business is critical to our success as a global company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. We are an Armed Forces friendly organisation and Disability Confident Leader as part of the Disability Confident Scheme (GIS) and actively welcome applications from people with disabilities. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement
i2i Recruitment Consultancy
IT Infrastructure and Support Engineer
i2i Recruitment Consultancy Gloucester, Gloucestershire
What's in it for you? Brand-new, state-of-the-art office environment with parking Generous pension contribution Life cover Sick pay Income protection Ongoing career development within a growing organisation Must have's Three to five years' experience in IT infrastructure, network administration or a similar role Strong expertise in Microsoft Azure and virtualisation technologies such as VMware or Hyper-V Experience managing servers, storage, networking and cloud environments Solid understanding of IT security and compliance including ISO 27001, GDPR and Cyber Essentials Experience working within a global, multi-site environment Familiarity with ticketing and monitoring systems Relevant certifications such as Azure Administrator or CompTIA Network+/Security+ (or working towards) Nice to have's Experience acting as an escalation point for complex technical issues Exposure to capacity planning and network optimisation Experience developing internal documentation and knowledge base materials So, what will you be doing? Overseeing daily IT operations across servers, storage, networking and cloud platforms Acting as the escalation point for complex service and incident management issues Implementing and maintaining robust security measures including firewalls, VPNs and access controls Ensuring compliance with security frameworks through audits and assessments Managing and optimising LAN, WAN and Wi-Fi infrastructure Maintaining and improving Azure and virtualisation environments for performance and scalability Overseeing hardware and software installation, configuration and maintenance Maintaining clear infrastructure documentation and contributing to knowledge sharing across the business Helpful extras Opportunity to bridge hands-on technical support with infrastructure strategy Key role supporting business-critical systems and security Growing organisation with modern offices and a collaborative culture Interested? Send your CV to Ellie at i2i Recruitment today! Our mission of 'Making Recruitment Personal' also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to the number of applications we receive, this is not always possible. We will still aim to update you on your application, regardless of if it's successful.
Mar 22, 2026
Full time
What's in it for you? Brand-new, state-of-the-art office environment with parking Generous pension contribution Life cover Sick pay Income protection Ongoing career development within a growing organisation Must have's Three to five years' experience in IT infrastructure, network administration or a similar role Strong expertise in Microsoft Azure and virtualisation technologies such as VMware or Hyper-V Experience managing servers, storage, networking and cloud environments Solid understanding of IT security and compliance including ISO 27001, GDPR and Cyber Essentials Experience working within a global, multi-site environment Familiarity with ticketing and monitoring systems Relevant certifications such as Azure Administrator or CompTIA Network+/Security+ (or working towards) Nice to have's Experience acting as an escalation point for complex technical issues Exposure to capacity planning and network optimisation Experience developing internal documentation and knowledge base materials So, what will you be doing? Overseeing daily IT operations across servers, storage, networking and cloud platforms Acting as the escalation point for complex service and incident management issues Implementing and maintaining robust security measures including firewalls, VPNs and access controls Ensuring compliance with security frameworks through audits and assessments Managing and optimising LAN, WAN and Wi-Fi infrastructure Maintaining and improving Azure and virtualisation environments for performance and scalability Overseeing hardware and software installation, configuration and maintenance Maintaining clear infrastructure documentation and contributing to knowledge sharing across the business Helpful extras Opportunity to bridge hands-on technical support with infrastructure strategy Key role supporting business-critical systems and security Growing organisation with modern offices and a collaborative culture Interested? Send your CV to Ellie at i2i Recruitment today! Our mission of 'Making Recruitment Personal' also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to the number of applications we receive, this is not always possible. We will still aim to update you on your application, regardless of if it's successful.
Randstad Delivery (GBS)
Property Administrator
Randstad Delivery (GBS) Richmond, Surrey
Property Administrator Property Administrator / Property Management Assistant - Leading Property Business / Richmond / Training provided Are you a proven Property Administrator, Lettings Assistant or Assistant Property Manager looking for a career with a leading property brand in West London? Are you looking for a leading employer that can offer structured training, qualifications and career development? Are you looking for an employer that values its workforce and offers excellent benefits and reward? Our leading Real Estate Management client is seeking an Administrator to join the business on a permanent basis. Working from the West London office, you will play a key role in supporting the Property Management Team in running a local high end portfolio Leading brand company with extensive benefits Excellent career progression to Property Manager including funded qualifications Excellent working environment and team Flexible working hours / hybrid options (after training/probation) £28-29k basic (depending on experience) + Benefits (regular reviews) 25 Days Holiday + Bank Holidays + Birthday leave Monday to Friday only - 37.5 hours per week Duties Include: Supporting with processing resident documents and data Booking contractors Managing contractor keys and access Organising and coordinating meetings and diaries Managing keys release to contractors Overseeing general enquires General administration duties Experienced Required: Proven Administration experience Good customer skills Highly organised and good levels of attention to detail Good level of IT skills and use of CRM Keen to learn, develop and progress For further details on this new and exciting opportunity, please apply today Randstad CPE values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are more than happy to discuss reasonable adjustments and/or additional arrangements as required to support your application. Candidates must be eligible to live and work in the UK. For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business.
Mar 22, 2026
Full time
Property Administrator Property Administrator / Property Management Assistant - Leading Property Business / Richmond / Training provided Are you a proven Property Administrator, Lettings Assistant or Assistant Property Manager looking for a career with a leading property brand in West London? Are you looking for a leading employer that can offer structured training, qualifications and career development? Are you looking for an employer that values its workforce and offers excellent benefits and reward? Our leading Real Estate Management client is seeking an Administrator to join the business on a permanent basis. Working from the West London office, you will play a key role in supporting the Property Management Team in running a local high end portfolio Leading brand company with extensive benefits Excellent career progression to Property Manager including funded qualifications Excellent working environment and team Flexible working hours / hybrid options (after training/probation) £28-29k basic (depending on experience) + Benefits (regular reviews) 25 Days Holiday + Bank Holidays + Birthday leave Monday to Friday only - 37.5 hours per week Duties Include: Supporting with processing resident documents and data Booking contractors Managing contractor keys and access Organising and coordinating meetings and diaries Managing keys release to contractors Overseeing general enquires General administration duties Experienced Required: Proven Administration experience Good customer skills Highly organised and good levels of attention to detail Good level of IT skills and use of CRM Keen to learn, develop and progress For further details on this new and exciting opportunity, please apply today Randstad CPE values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are more than happy to discuss reasonable adjustments and/or additional arrangements as required to support your application. Candidates must be eligible to live and work in the UK. For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business.
IDEX Consulting Ltd
Team Assistant, Investment Management
IDEX Consulting Ltd Newcastle Upon Tyne, Tyne And Wear
A leading Wealth Management business are seeking a Team Administrator to join their Newcastle-based offices and work closely with the Investment Management division. This role will be part of a small and collaborative office, whilst being part of a larger, acquisitive wealth management firm who have demonstrated strong growth across the UK in recent years. Duties include; Supporting various teams as necessary e.g., writing up file notes, drafting letters, arranging client meetings Account opening and closing Transfer of stock into accounts and payments Updating Avaloq with static data Support Investment Managers with preparation and administration for client pitches and meetings Due to the fast-paced nature of the role, the ideal candidate will have experience within either a Financial Planning/Advisory or Investment Management environment, working closely with Advisors and being a point of contact for clients. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Mar 22, 2026
Full time
A leading Wealth Management business are seeking a Team Administrator to join their Newcastle-based offices and work closely with the Investment Management division. This role will be part of a small and collaborative office, whilst being part of a larger, acquisitive wealth management firm who have demonstrated strong growth across the UK in recent years. Duties include; Supporting various teams as necessary e.g., writing up file notes, drafting letters, arranging client meetings Account opening and closing Transfer of stock into accounts and payments Updating Avaloq with static data Support Investment Managers with preparation and administration for client pitches and meetings Due to the fast-paced nature of the role, the ideal candidate will have experience within either a Financial Planning/Advisory or Investment Management environment, working closely with Advisors and being a point of contact for clients. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Tempest Jones
Trainee Paraplanner
Tempest Jones Sunderland, Tyne And Wear
Trainee Paraplanner - Sunderland Full training Study support to obtain Diploma in Financial Planning provided. Perfect role for an experienced Financial Planning Administrator seeking that next step. A fantastic opportunity has arisen for a Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, and advising, if this is something you want to pursue. Full study support will be provided. Full and thorough training will be provided so no previous experience in paraplanning is required, however applications are preferred from Financial Planning Administrators looking for that next step. Trainee Paraplanner role: The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing client needs, assess their attitude to risk and help them to create a suitable financial plan for the future. Trainee Paraplanner Core Duties: Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place. Exposure to investments, pensions, tax planning and protection cases. Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection. Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client. Trainee Paraplanner Requirements This role would suit a financial planning administrator looking to launch their career into a more technical field. In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team. Trainee Paraplanner - Apply To find out more, or to apply, please send your cv to . com NB: The top end of the salary banding would be for more experienced and qualified candidates. IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report
Mar 22, 2026
Full time
Trainee Paraplanner - Sunderland Full training Study support to obtain Diploma in Financial Planning provided. Perfect role for an experienced Financial Planning Administrator seeking that next step. A fantastic opportunity has arisen for a Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, and advising, if this is something you want to pursue. Full study support will be provided. Full and thorough training will be provided so no previous experience in paraplanning is required, however applications are preferred from Financial Planning Administrators looking for that next step. Trainee Paraplanner role: The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing client needs, assess their attitude to risk and help them to create a suitable financial plan for the future. Trainee Paraplanner Core Duties: Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place. Exposure to investments, pensions, tax planning and protection cases. Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection. Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client. Trainee Paraplanner Requirements This role would suit a financial planning administrator looking to launch their career into a more technical field. In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team. Trainee Paraplanner - Apply To find out more, or to apply, please send your cv to . com NB: The top end of the salary banding would be for more experienced and qualified candidates. IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report
mbf.
IFA Administrator - Hybrid working
mbf. Newton Abbot, Devon
A highly regarded and growing independent financial planning firm is seeking an experienced IFA Administrator to join their supportive and collaborative team. This is an excellent opportunity for an individual with prior experience in financial services administration to join a professional environment where client service and attention to detail are at the heart of everything they do. The Role Working closely with Financial Advisers, you will play a key role in delivering a high-quality client experience and ensuring the smooth processing of new and existing business. Key responsibilities include: Acting as a professional first point of contact for clients via phone, email, and in person Supporting advisers with diary management and meeting coordination Preparing client meeting packs and documentation Processing new business applications from submission through to completion Liaising with providers and clients to obtain required information Managing fund switches, rebalances, and other client transactions Organising and supporting client review processes Maintaining accurate and compliant client records using back-office systems Handling general administrative duties including correspondence and documentation Supporting the wider team and providing cover where required About You To be successful in this role, you will have: Previous experience in an IFA / financial services administration role Strong knowledge of provider platforms and industry processes Excellent organisational skills and attention to detail Strong communication skills, both written and verbal A professional and client-focused approach Good working knowledge of Microsoft Office and back-office systems (e.g. Intelligent Office) Basic salary to £32,000, discretionary bonus, hybrid working scheme, 25 days holiday plus bank holidays, 5% pension, Private Medical Insurance, Life Assurance, Income Protection and much more.
Mar 22, 2026
Full time
A highly regarded and growing independent financial planning firm is seeking an experienced IFA Administrator to join their supportive and collaborative team. This is an excellent opportunity for an individual with prior experience in financial services administration to join a professional environment where client service and attention to detail are at the heart of everything they do. The Role Working closely with Financial Advisers, you will play a key role in delivering a high-quality client experience and ensuring the smooth processing of new and existing business. Key responsibilities include: Acting as a professional first point of contact for clients via phone, email, and in person Supporting advisers with diary management and meeting coordination Preparing client meeting packs and documentation Processing new business applications from submission through to completion Liaising with providers and clients to obtain required information Managing fund switches, rebalances, and other client transactions Organising and supporting client review processes Maintaining accurate and compliant client records using back-office systems Handling general administrative duties including correspondence and documentation Supporting the wider team and providing cover where required About You To be successful in this role, you will have: Previous experience in an IFA / financial services administration role Strong knowledge of provider platforms and industry processes Excellent organisational skills and attention to detail Strong communication skills, both written and verbal A professional and client-focused approach Good working knowledge of Microsoft Office and back-office systems (e.g. Intelligent Office) Basic salary to £32,000, discretionary bonus, hybrid working scheme, 25 days holiday plus bank holidays, 5% pension, Private Medical Insurance, Life Assurance, Income Protection and much more.
mbf.
IFA Administrator
mbf. Wellington, Somerset
A highly regarded and growing independent financial planning firm is seeking an experienced IFA Administrator to join their supportive and collaborative team. This is an excellent opportunity for an individual with prior experience in financial services administration to join a professional environment where client service and attention to detail are at the heart of everything they do. The Role Working closely with Financial Advisers, you will play a key role in delivering a high-quality client experience and ensuring the smooth processing of new and existing business. Key responsibilities include: Acting as a professional first point of contact for clients via phone, email, and in person Supporting advisers with diary management and meeting coordination Preparing client meeting packs and documentation Processing new business applications from submission through to completion Liaising with providers and clients to obtain required information Managing fund switches, rebalances, and other client transactions Organising and supporting client review processes Maintaining accurate and compliant client records using back-office systems Handling general administrative duties including correspondence and documentation Supporting the wider team and providing cover where required About You To be successful in this role, you will have: Previous experience in an IFA / financial services administration role Strong knowledge of provider platforms and industry processes Excellent organisational skills and attention to detail Strong communication skills, both written and verbal A professional and client-focused approach Good working knowledge of Microsoft Office and back-office systems (e.g. Intelligent Office) Basic salary to £32,000, discretionary bonus, hybrid working scheme, 25 days holiday plus bank holidays, 5% pension, Private Medical Insurance, Life Assurance, Income Protection and much more.
Mar 22, 2026
Full time
A highly regarded and growing independent financial planning firm is seeking an experienced IFA Administrator to join their supportive and collaborative team. This is an excellent opportunity for an individual with prior experience in financial services administration to join a professional environment where client service and attention to detail are at the heart of everything they do. The Role Working closely with Financial Advisers, you will play a key role in delivering a high-quality client experience and ensuring the smooth processing of new and existing business. Key responsibilities include: Acting as a professional first point of contact for clients via phone, email, and in person Supporting advisers with diary management and meeting coordination Preparing client meeting packs and documentation Processing new business applications from submission through to completion Liaising with providers and clients to obtain required information Managing fund switches, rebalances, and other client transactions Organising and supporting client review processes Maintaining accurate and compliant client records using back-office systems Handling general administrative duties including correspondence and documentation Supporting the wider team and providing cover where required About You To be successful in this role, you will have: Previous experience in an IFA / financial services administration role Strong knowledge of provider platforms and industry processes Excellent organisational skills and attention to detail Strong communication skills, both written and verbal A professional and client-focused approach Good working knowledge of Microsoft Office and back-office systems (e.g. Intelligent Office) Basic salary to £32,000, discretionary bonus, hybrid working scheme, 25 days holiday plus bank holidays, 5% pension, Private Medical Insurance, Life Assurance, Income Protection and much more.
Tempest Jones
Trainee Paraplanner
Tempest Jones Glasgow, Lanarkshire
Trainee Paraplanner - Glasgow Full training Study support to obtain Diploma in Financial Planning provided. Perfect role for an experienced Financial Planning Administrator seeking that next step. Hybrid working A fantastic opportunity has arisen for a Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, and advising, if this is something you want to pursue. Full study support will be provided. Full and thorough training will be provided so no previous experience in paraplanning is required, however applications are preferred from Financial Planning Administrators looking for that next step. Trainee Paraplanner role: The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing client needs, assess their attitude to risk and help them to create a suitable financial plan for the future. Trainee Paraplanner Core Duties: Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place. Exposure to investments, pensions, tax planning and protection cases. Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection. Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client. Trainee Paraplanner Requirements This role would suit a financial planning administrator looking to launch their career into a more technical field. In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team. Trainee Paraplanner - Apply To find out more, or to apply, please send your cv to . com NB: The top end of the salary banding would be for more experienced and qualified candidates. IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report
Mar 22, 2026
Full time
Trainee Paraplanner - Glasgow Full training Study support to obtain Diploma in Financial Planning provided. Perfect role for an experienced Financial Planning Administrator seeking that next step. Hybrid working A fantastic opportunity has arisen for a Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, and advising, if this is something you want to pursue. Full study support will be provided. Full and thorough training will be provided so no previous experience in paraplanning is required, however applications are preferred from Financial Planning Administrators looking for that next step. Trainee Paraplanner role: The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing client needs, assess their attitude to risk and help them to create a suitable financial plan for the future. Trainee Paraplanner Core Duties: Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place. Exposure to investments, pensions, tax planning and protection cases. Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection. Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client. Trainee Paraplanner Requirements This role would suit a financial planning administrator looking to launch their career into a more technical field. In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team. Trainee Paraplanner - Apply To find out more, or to apply, please send your cv to . com NB: The top end of the salary banding would be for more experienced and qualified candidates. IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report
Tempest Jones
Paraplanner
Tempest Jones Leeds, Yorkshire
Paraplanner Leeds outskirts Hybrid Decent salary, competitive benefits and bonus Free parking A fantastic new opportunity has arisen for a Paraplanner to join a thriving and forward-thinking firm of financial planners in their Leeds office. This respected business offers advice across the full spectrum of financial planning including retirement, estate planning, protection (personal and corporate) and investments. You'll be joining a professional friendly team that places real value on collaboration, training, and long-term career development. With exciting growth plans ahead, now is the perfect time to be part of this journey. Paraplanner - What's on Offer: Competitive benefits package including bonus Hybrid working pattern for a better work-life balance. Full funding and support for study towards further qualifications. A supportive, energetic team environment where your contributions are genuinely valued. Paraplanner role responsibilities: This is a traditional paraplanning role working closely with and in collaboration with financial advisers. Conducting research on products and providers to identify the best client solutions. Preparing clear and compliant suitability and financial planning reports. Supporting advisers with reviews, client requests, and day-to-day queries. Engaging in cashflow planning when required by adviser. Promoting best practice and ensuring all work complies with regulatory requirements. Working in collaboration with financial planning administrators and other Paraplanners in office. Requirements for the Paraplanner role: Previous paraplanning or technical support experience within financial planning, ideally in an independent financial planning environment. Strong technical knowledge of investments and pensions with a client-focused mindset. Enthusiastic, organised, and able to build rapport easily with colleagues and clients alike. Diploma qualified (or working towards) desirable, with study support available. To apply or find out more about the Paraplanner role: Please send your CV to . com or just get in touch with me if you have any questions . All enquiries will be handled in strictest confidence.
Mar 22, 2026
Full time
Paraplanner Leeds outskirts Hybrid Decent salary, competitive benefits and bonus Free parking A fantastic new opportunity has arisen for a Paraplanner to join a thriving and forward-thinking firm of financial planners in their Leeds office. This respected business offers advice across the full spectrum of financial planning including retirement, estate planning, protection (personal and corporate) and investments. You'll be joining a professional friendly team that places real value on collaboration, training, and long-term career development. With exciting growth plans ahead, now is the perfect time to be part of this journey. Paraplanner - What's on Offer: Competitive benefits package including bonus Hybrid working pattern for a better work-life balance. Full funding and support for study towards further qualifications. A supportive, energetic team environment where your contributions are genuinely valued. Paraplanner role responsibilities: This is a traditional paraplanning role working closely with and in collaboration with financial advisers. Conducting research on products and providers to identify the best client solutions. Preparing clear and compliant suitability and financial planning reports. Supporting advisers with reviews, client requests, and day-to-day queries. Engaging in cashflow planning when required by adviser. Promoting best practice and ensuring all work complies with regulatory requirements. Working in collaboration with financial planning administrators and other Paraplanners in office. Requirements for the Paraplanner role: Previous paraplanning or technical support experience within financial planning, ideally in an independent financial planning environment. Strong technical knowledge of investments and pensions with a client-focused mindset. Enthusiastic, organised, and able to build rapport easily with colleagues and clients alike. Diploma qualified (or working towards) desirable, with study support available. To apply or find out more about the Paraplanner role: Please send your CV to . com or just get in touch with me if you have any questions . All enquiries will be handled in strictest confidence.
Pension Administrator
Marshall Moore Recruitment Limited Liverpool, Merseyside
The Company: A growing and well-respected Financial Services organisation Works with a wide range of employers to support employees in improving their financial futures A collaborative, supportive environment with a strong focus on service quality and continuous improvement The Benefits: Competitive salary and benefits package Impressive City Centre Offices Fantastic company culture Support towards professional qualifications and ongoing development Clear opportunities for progression as the business continues to grow The Role: Administer a wide range of pension activities, ensuring accuracy and compliance at all times Process new business applications from initiation through to completion Manage pension transfers, including liaising with providers and tracking progress Handle ongoing servicing tasks such as contributions, adjustments and scheme updates Administer retirement benefits including drawdown, annuities and death benefit cases Process monthly pension payroll accurately and on time Allocate and reconcile client funds in line with regulatory requirements Respond to enquiries from clients, advisers and third parties via phone and email Support regulatory reporting and flag any risks, issues or breaches Work closely with internal teams and external providers to deliver a high-quality service The Ideal Candidate: Previous experience in pension administration is essential Good understanding of pension regulations and industry standards High attention to detail and strong accuracy skills Proactive, adaptable and keen to learn Apply now for more information!
Mar 22, 2026
Full time
The Company: A growing and well-respected Financial Services organisation Works with a wide range of employers to support employees in improving their financial futures A collaborative, supportive environment with a strong focus on service quality and continuous improvement The Benefits: Competitive salary and benefits package Impressive City Centre Offices Fantastic company culture Support towards professional qualifications and ongoing development Clear opportunities for progression as the business continues to grow The Role: Administer a wide range of pension activities, ensuring accuracy and compliance at all times Process new business applications from initiation through to completion Manage pension transfers, including liaising with providers and tracking progress Handle ongoing servicing tasks such as contributions, adjustments and scheme updates Administer retirement benefits including drawdown, annuities and death benefit cases Process monthly pension payroll accurately and on time Allocate and reconcile client funds in line with regulatory requirements Respond to enquiries from clients, advisers and third parties via phone and email Support regulatory reporting and flag any risks, issues or breaches Work closely with internal teams and external providers to deliver a high-quality service The Ideal Candidate: Previous experience in pension administration is essential Good understanding of pension regulations and industry standards High attention to detail and strong accuracy skills Proactive, adaptable and keen to learn Apply now for more information!
Office Angels
Temp IFA Administrator!
Office Angels
Join Our Team as an IFA Administrator! Are you passionate about providing exceptional support in the financial services sector? Our client, located in the Chancery Lane, is seeking a dedicated IFA Administrator for a temporary contract. As a Senior Administrator, you will play a vital role in delivering high-quality operational support to advisers and clients. Your responsibilities will include: Processing New Business: Accurately manage new business on Curo, ensuring all data meets the required standards. Monitor Progress: Track the progress of new business, ensuring timely follow-ups and resolutions of outstanding actions. Client Records: Update and maintain client information on Curo, ensuring system accuracy through diligent data cleansing. Transaction Management: Handle a range of transactions including withdrawals, contributions, drawdowns, and other essential processes. Meeting Coordination: Schedule and coordinate annual client review meetings, producing high-quality review packs for adviser meetings. Team Support: Provide guidance and mentorship to other Administrators, promoting best practices and maintaining high standards of compliance and client service. What We're Looking For: To thrive in this role, you should possess the following skills and experience: Proven experience within Financial Services, specifically in an IFA environment. A strong understanding of financial products and terminology. Exceptional attention to detail and a commitment to high-quality output. Excellent communication skills, both written and verbal. Strong organizational and time management abilities. A collaborative team player with a proactive attitude. Familiarity with Curo is preferred, and working towards or achieving a Level 4 relevant industry qualification is desirable. A solid understanding of compliance requirements within an IFA setting. Why Join Us? Dynamic Environment: Work in a supportive and energetic team where your contributions truly matter. Convenient Location: Enjoy the perks of working in the heart of London, with easy access to public transport. Growth Opportunities: Gain valuable experience and knowledge in the financial services sector. If you're ready to take your career to the next level and make a difference in the lives of clients and advisers alike, we want to hear from you! Apply now to join our client's dedicated team as an IFA Administrator! How to Apply: Please submit your CV and a brief cover letter outlining your relevant experience. We can't wait to meet you! Note: This is a temporary position with the potential for further opportunities. Your passion and professionalism can lead to great things! Office Angels is an employment agency. We are an equal opportunities employer who put 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. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. 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.
Mar 22, 2026
Seasonal
Join Our Team as an IFA Administrator! Are you passionate about providing exceptional support in the financial services sector? Our client, located in the Chancery Lane, is seeking a dedicated IFA Administrator for a temporary contract. As a Senior Administrator, you will play a vital role in delivering high-quality operational support to advisers and clients. Your responsibilities will include: Processing New Business: Accurately manage new business on Curo, ensuring all data meets the required standards. Monitor Progress: Track the progress of new business, ensuring timely follow-ups and resolutions of outstanding actions. Client Records: Update and maintain client information on Curo, ensuring system accuracy through diligent data cleansing. Transaction Management: Handle a range of transactions including withdrawals, contributions, drawdowns, and other essential processes. Meeting Coordination: Schedule and coordinate annual client review meetings, producing high-quality review packs for adviser meetings. Team Support: Provide guidance and mentorship to other Administrators, promoting best practices and maintaining high standards of compliance and client service. What We're Looking For: To thrive in this role, you should possess the following skills and experience: Proven experience within Financial Services, specifically in an IFA environment. A strong understanding of financial products and terminology. Exceptional attention to detail and a commitment to high-quality output. Excellent communication skills, both written and verbal. Strong organizational and time management abilities. A collaborative team player with a proactive attitude. Familiarity with Curo is preferred, and working towards or achieving a Level 4 relevant industry qualification is desirable. A solid understanding of compliance requirements within an IFA setting. Why Join Us? Dynamic Environment: Work in a supportive and energetic team where your contributions truly matter. Convenient Location: Enjoy the perks of working in the heart of London, with easy access to public transport. Growth Opportunities: Gain valuable experience and knowledge in the financial services sector. If you're ready to take your career to the next level and make a difference in the lives of clients and advisers alike, we want to hear from you! Apply now to join our client's dedicated team as an IFA Administrator! How to Apply: Please submit your CV and a brief cover letter outlining your relevant experience. We can't wait to meet you! Note: This is a temporary position with the potential for further opportunities. Your passion and professionalism can lead to great things! Office Angels is an employment agency. We are an equal opportunities employer who put 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. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. 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.
Red King Resourcing
Finance Administrator/Assistant
Red King Resourcing Henley-on-thames, Oxfordshire
My legal client are looking for a Finance Administrator/Assistant to join them in their offices in Oxfordshire. This is a great role for someone who might like to fit work around school hours, but it would be 5 days a week. They would also require you to work from the office. Hybrid working may be available later down the line, but initially you will be required in the office for training etc. You will be joining a current team of 3, assisting in the Accounts Department and in the Business Support with day to day responsibilities and projects. You will keep the Department Manager & Partners informed throughout and advising them immediately of any areas of concern. Some of your responsibilities will include: Managing transactions on all client matters Organising office and client CHAPS and BACS payments Monitoring all account bank statements Assisting with reporting Assisting with supplier invoices Assisting with Payroll, tax and pension administration and maintaining records Assisting with credit control The suitable candidate will: Have demonstrable maths/accounts ability such as A level maths or finance/accounts qualification or experience Any bookkeeping experience will be advantageous, even if it is basic An understanding of SRA accounts rules Competent computer user skills (Excel, Word) Good spoken and written communication skills Parking will be provided Please send your CV to the relevant email address to find out more!
Mar 22, 2026
Full time
My legal client are looking for a Finance Administrator/Assistant to join them in their offices in Oxfordshire. This is a great role for someone who might like to fit work around school hours, but it would be 5 days a week. They would also require you to work from the office. Hybrid working may be available later down the line, but initially you will be required in the office for training etc. You will be joining a current team of 3, assisting in the Accounts Department and in the Business Support with day to day responsibilities and projects. You will keep the Department Manager & Partners informed throughout and advising them immediately of any areas of concern. Some of your responsibilities will include: Managing transactions on all client matters Organising office and client CHAPS and BACS payments Monitoring all account bank statements Assisting with reporting Assisting with supplier invoices Assisting with Payroll, tax and pension administration and maintaining records Assisting with credit control The suitable candidate will: Have demonstrable maths/accounts ability such as A level maths or finance/accounts qualification or experience Any bookkeeping experience will be advantageous, even if it is basic An understanding of SRA accounts rules Competent computer user skills (Excel, Word) Good spoken and written communication skills Parking will be provided Please send your CV to the relevant email address to find out more!
Brevere Group
Financial Services Administrator & Practice Administrator
Brevere Group Coventry, Warwickshire
We are exclusively partnering with a highly regarded financial services firm in Coventry to recruit an experienced Financial Services Administrator. This is a rare opportunity to join a business that doesn't often hire, offering a genuinely supportive environment where you'll be a valued part of a close-knit team. If you're currently feeling like just a number in a larger organisation, this role offers something different: real ownership, variety in your day-to-day work, and the chance to build meaningful relationships. Why This Role Stands Out This isn't just another admin role. You'll work alongside experienced advisers in a firm known for its personal approach and long-standing client relationships. With an evolving client bank, particularly in areas such as income drawdown and ongoing client servicing, you'll play a key role in delivering a high-quality, tailored service. As part of a small, collaborative team, your voice will be heard, your contribution recognised, and your development supported. The business offers a refreshing alternative to larger corporate environments, with a strong focus on teamwork, flexibility, and long-term growth. Key Responsibilities Building and maintaining strong client relationships through regular contact and support Liaising with providers, lenders, and solicitors to progress cases efficiently Assisting with product and fund research Producing cashflow models Supporting the preparation of suitability reports (training available if required) Managing new business processing through to completion Ensuring all client files are accurate, compliant, and up to date Handling mortgage documentation and coordinating applications Supporting ongoing client servicing, including changes and withdrawals Managing client reviews and preparing review suitability letters Maintaining and updating CRM systems Handling post, calls, and general office duties Supporting wider team functions, including IT coordination when required Maintaining CPD and attending relevant industry seminars About You Previous experience within a financial advisory practice is essential Strong knowledge of pensions and investments administration Mortgage experience is advantageous but not essential Highly organised with excellent attention to detail A team player who thrives in a collaborative environment Confident communicator with a client-focused approach Enthusiastic, proactive, and keen to develop Experience with systems such as Fintegrate ATR, Selecta Pension, Defaqto Engage, Paraplanning Online (PPOL), Intelliflo, CRM Brain, or IPipeline would be beneficial. What's on Offer c. £35,000 salary (depending on experience) 23 days annual leave plus bank holidays Pension scheme City centre location A genuinely friendly, close-knit team environment Opportunity to grow and develop with the business If you're looking for a role where you can step away from rigid corporate structures and join a business that truly values its people, we'd love to hear from you. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
Mar 22, 2026
Full time
We are exclusively partnering with a highly regarded financial services firm in Coventry to recruit an experienced Financial Services Administrator. This is a rare opportunity to join a business that doesn't often hire, offering a genuinely supportive environment where you'll be a valued part of a close-knit team. If you're currently feeling like just a number in a larger organisation, this role offers something different: real ownership, variety in your day-to-day work, and the chance to build meaningful relationships. Why This Role Stands Out This isn't just another admin role. You'll work alongside experienced advisers in a firm known for its personal approach and long-standing client relationships. With an evolving client bank, particularly in areas such as income drawdown and ongoing client servicing, you'll play a key role in delivering a high-quality, tailored service. As part of a small, collaborative team, your voice will be heard, your contribution recognised, and your development supported. The business offers a refreshing alternative to larger corporate environments, with a strong focus on teamwork, flexibility, and long-term growth. Key Responsibilities Building and maintaining strong client relationships through regular contact and support Liaising with providers, lenders, and solicitors to progress cases efficiently Assisting with product and fund research Producing cashflow models Supporting the preparation of suitability reports (training available if required) Managing new business processing through to completion Ensuring all client files are accurate, compliant, and up to date Handling mortgage documentation and coordinating applications Supporting ongoing client servicing, including changes and withdrawals Managing client reviews and preparing review suitability letters Maintaining and updating CRM systems Handling post, calls, and general office duties Supporting wider team functions, including IT coordination when required Maintaining CPD and attending relevant industry seminars About You Previous experience within a financial advisory practice is essential Strong knowledge of pensions and investments administration Mortgage experience is advantageous but not essential Highly organised with excellent attention to detail A team player who thrives in a collaborative environment Confident communicator with a client-focused approach Enthusiastic, proactive, and keen to develop Experience with systems such as Fintegrate ATR, Selecta Pension, Defaqto Engage, Paraplanning Online (PPOL), Intelliflo, CRM Brain, or IPipeline would be beneficial. What's on Offer c. £35,000 salary (depending on experience) 23 days annual leave plus bank holidays Pension scheme City centre location A genuinely friendly, close-knit team environment Opportunity to grow and develop with the business If you're looking for a role where you can step away from rigid corporate structures and join a business that truly values its people, we'd love to hear from you. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
TEMPLEGATE RECRUITMENT
IFA Administrator
TEMPLEGATE RECRUITMENT Stone, Staffordshire
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Services Administrator Location: Stone, Staffordshire (In-person) Salary: £26,000 - £30,000 per year Benefits: 25 days' holiday plus bank holidays, two extra days after Christmas Additional holiday entitlement after 5 years' service Option to purchase extra holiday days after 1 year Birthday day off after 1 year Employer pension contributions (e.g., 5% employer / 3% employee) Private Medical Insurance for employee and children under 18 (after 1 year) 3x salary life cover from day one Annual financial wellbeing session or 1:1 advice with an adviser Paid study leave for exams and CPD Funded support for relevant qualifications Quarterly team events and socials Discretionary Christmas bonus Two paid volunteer/charity days per year Flexible working hours (at Operations Manager discretion) About the Company: This is an established firm of Independent Financial Advisers based in Stone, Staffordshire, providing holistic, planning-led financial advice to clients locally and across the UK. The firm specialises in retirement planning, pensions and investment strategy, protection planning, intergenerational wealth planning, tax-efficient structuring, and long-term Key Responsibilities: Create and maintain accurate client records across back-office systems and tools Prepare client documentation and correspondence for meetings Check accuracy and completeness of new business documentation Process business applications efficiently and compliantly Maintain supporting documentation in line with regulatory requirements Record and reconcile fees accurately Liaise with product providers and obtain necessary information Send Letters of Authority and gather client data Obtain illustrations and application forms, produce portfolio valuations Ensure fund switches, rebalances, top-ups, and withdrawals are executed correctly Support Financial Planners in review delivery and diarise client meeting actions Act as a professional point of contact for client enquiries Maintain up-to-date back-office systems and manage calls, post, and correspondence Undertake additional duties as directed by management What We're Looking For: Minimum 1 year administrative experience Minimum 2 years' experience within a financial planning environment Highly organised, methodical, and disciplined Comfortable working within defined processes and meeting deadlines Strong written and verbal communication skills Able to take personal responsibility for tasks with minimal supervision Excellent attention to detail and a positive, supportive attitude Desirable Skills: Certificate in Financial Planning (or working towards) RO1 and LP2 qualifications Knowledge of back-office financial systems and advanced Excel How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further and explore other suitable roles. Due to the high volume of applications, only successful candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Mar 22, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Services Administrator Location: Stone, Staffordshire (In-person) Salary: £26,000 - £30,000 per year Benefits: 25 days' holiday plus bank holidays, two extra days after Christmas Additional holiday entitlement after 5 years' service Option to purchase extra holiday days after 1 year Birthday day off after 1 year Employer pension contributions (e.g., 5% employer / 3% employee) Private Medical Insurance for employee and children under 18 (after 1 year) 3x salary life cover from day one Annual financial wellbeing session or 1:1 advice with an adviser Paid study leave for exams and CPD Funded support for relevant qualifications Quarterly team events and socials Discretionary Christmas bonus Two paid volunteer/charity days per year Flexible working hours (at Operations Manager discretion) About the Company: This is an established firm of Independent Financial Advisers based in Stone, Staffordshire, providing holistic, planning-led financial advice to clients locally and across the UK. The firm specialises in retirement planning, pensions and investment strategy, protection planning, intergenerational wealth planning, tax-efficient structuring, and long-term Key Responsibilities: Create and maintain accurate client records across back-office systems and tools Prepare client documentation and correspondence for meetings Check accuracy and completeness of new business documentation Process business applications efficiently and compliantly Maintain supporting documentation in line with regulatory requirements Record and reconcile fees accurately Liaise with product providers and obtain necessary information Send Letters of Authority and gather client data Obtain illustrations and application forms, produce portfolio valuations Ensure fund switches, rebalances, top-ups, and withdrawals are executed correctly Support Financial Planners in review delivery and diarise client meeting actions Act as a professional point of contact for client enquiries Maintain up-to-date back-office systems and manage calls, post, and correspondence Undertake additional duties as directed by management What We're Looking For: Minimum 1 year administrative experience Minimum 2 years' experience within a financial planning environment Highly organised, methodical, and disciplined Comfortable working within defined processes and meeting deadlines Strong written and verbal communication skills Able to take personal responsibility for tasks with minimal supervision Excellent attention to detail and a positive, supportive attitude Desirable Skills: Certificate in Financial Planning (or working towards) RO1 and LP2 qualifications Knowledge of back-office financial systems and advanced Excel How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further and explore other suitable roles. Due to the high volume of applications, only successful candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Julie Rose Recruitment
Human Resources Administrator
Julie Rose Recruitment
JRRL is looking for a Human Resources Administrator to join a successful financial services client based in London. This is an excellent opportunity for an experienced HR Administrator. You will be providing HR administration support across the business and have the opportunity to be involved in all aspects of HR. Duties for the Human Resources Administrator: All recruitment administration, including the preparation of job adverts, liaising with recruitment agencies, managing the recruitment Applicant Tracking System (ATS), arranging interviews and preparing interview packs Manage the new starters process from offer documentation and induction through to administering the probation reviews, liaising with department to ensure the process runs smoothly Ensure that new starters are set up on all internal systems and pre-employment checks are completed in a timely manner Deal with all aspects of training administration for courses and company sponsored qualifications ensuring staff attending courses receive all the necessary pre and post paperwork including joining instructions in a timely manner Assist with the CPD Under IDD process, maintaining up to date and accurate training records, and preparing quarterly training reports and graphs in time for quarterly meetings Collate sickness records, chase up outstanding Self Certificates/Statements of Fitness, ensuring any issues are brought to the attention your line manager Monitor the HR inbox, responding to routine queries and requests from line managers and employees in a courteous prompt manner liaising with the wider team where necessary to resolve queries Administer maternity, paternity, parental leave, leaver procedures and handle any related queries Assist with benefit renewals, and dealing with all ad hoc aspects of administration for employee benefit changes Assist with the preparation of salary review/bonus/promotion/termination letters Update both the HR systems and manual personnel records to ensure that timely and accurate information is available at all times Provide regular and ad hoc management information reports Manage Long Service Awards process Prepare information for Payroll to ensure all new starters, leavers and changes are captured Process invoices and company credit card statements, liaising with other departments and suppliers Provide a general administrative service for the team including post, stationery and general administrative duties as required Facilities administration issues including updating and maintaining registers in relation to annual contracts, liaising with suppliers and contractors to resolve queries Person Specification for the Human Resources Administrator: Degree educated (minimum 2:1) ideally HR related 1-3yrs administrative experience in a HR position Knowledge and experience using HRIS, ideally Workday Excellent verbal and written communication skills Advanced in using Microsoft Office suite i.e. Word, Excel, PowerPoint and Outlook Highly organised with meticulous attention to detail Demonstrates a 'can do' attitude Ability to build effective relationships at all levels Appreciates and understands the need for confidentiality in dealing with all HR issues Is a co-operative team member Displays a flexible, adaptable approach and always rises to new challenges Remains positive despite difficulty, disappointment and when under pressure Builds rapport with colleagues Is aware of personal development needs and raises issues with manager to help improve effectiveness. Takes on board comments about development needs and is always willing to learn This Human Resources vacancy is a fast paced, varied, and crucial role within a busy HR department offering ownership and the opportunity to get involved in projects and initiatives. This role is a full-time, permanent position. The salary range reflects the candidate's level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above
Mar 22, 2026
Full time
JRRL is looking for a Human Resources Administrator to join a successful financial services client based in London. This is an excellent opportunity for an experienced HR Administrator. You will be providing HR administration support across the business and have the opportunity to be involved in all aspects of HR. Duties for the Human Resources Administrator: All recruitment administration, including the preparation of job adverts, liaising with recruitment agencies, managing the recruitment Applicant Tracking System (ATS), arranging interviews and preparing interview packs Manage the new starters process from offer documentation and induction through to administering the probation reviews, liaising with department to ensure the process runs smoothly Ensure that new starters are set up on all internal systems and pre-employment checks are completed in a timely manner Deal with all aspects of training administration for courses and company sponsored qualifications ensuring staff attending courses receive all the necessary pre and post paperwork including joining instructions in a timely manner Assist with the CPD Under IDD process, maintaining up to date and accurate training records, and preparing quarterly training reports and graphs in time for quarterly meetings Collate sickness records, chase up outstanding Self Certificates/Statements of Fitness, ensuring any issues are brought to the attention your line manager Monitor the HR inbox, responding to routine queries and requests from line managers and employees in a courteous prompt manner liaising with the wider team where necessary to resolve queries Administer maternity, paternity, parental leave, leaver procedures and handle any related queries Assist with benefit renewals, and dealing with all ad hoc aspects of administration for employee benefit changes Assist with the preparation of salary review/bonus/promotion/termination letters Update both the HR systems and manual personnel records to ensure that timely and accurate information is available at all times Provide regular and ad hoc management information reports Manage Long Service Awards process Prepare information for Payroll to ensure all new starters, leavers and changes are captured Process invoices and company credit card statements, liaising with other departments and suppliers Provide a general administrative service for the team including post, stationery and general administrative duties as required Facilities administration issues including updating and maintaining registers in relation to annual contracts, liaising with suppliers and contractors to resolve queries Person Specification for the Human Resources Administrator: Degree educated (minimum 2:1) ideally HR related 1-3yrs administrative experience in a HR position Knowledge and experience using HRIS, ideally Workday Excellent verbal and written communication skills Advanced in using Microsoft Office suite i.e. Word, Excel, PowerPoint and Outlook Highly organised with meticulous attention to detail Demonstrates a 'can do' attitude Ability to build effective relationships at all levels Appreciates and understands the need for confidentiality in dealing with all HR issues Is a co-operative team member Displays a flexible, adaptable approach and always rises to new challenges Remains positive despite difficulty, disappointment and when under pressure Builds rapport with colleagues Is aware of personal development needs and raises issues with manager to help improve effectiveness. Takes on board comments about development needs and is always willing to learn This Human Resources vacancy is a fast paced, varied, and crucial role within a busy HR department offering ownership and the opportunity to get involved in projects and initiatives. This role is a full-time, permanent position. The salary range reflects the candidate's level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above
Recruit UK
Junior Paraplanner
Recruit UK Bristol, Somerset
Job Title: Junior Paraplanner Industry: Financial Planning Location: Bristol (City Centre) Salary: up to £38,000 Job Reference: 10132 Job Description: This is a standout opportunity to join a growing Chartered Financial Planning firm as they establish their first dedicated Bristol office. The business already has an established client base across the South West and an existing presence locally, but this marks a significant investment into Bristol as a key location. You'll be joining at an early stage, giving you real visibility and progression potential as the team builds out. They are looking for an experienced IFA Administrator who wants to progress into Paraplanning, with full support, structured training, and exam funding provided. You'll play a key role in supporting Financial Planners and ensuring a high-quality client experience. Responsibilities include: Processing new business and managing Letters of Authority Managing adviser diaries and booking client meetings Preparing documentation for client reviews Maintaining and updating back-office systems Assisting with suitability reports Attending client meetings and supporting relationship management Carrying out product and provider research Handling general administrative duties including calls and correspondence Benefits: Competitive salary of up to £38,000 11% pension contribution (employer) Discretionary bonus 4x DIS Employee Ownership Trust Full exam support and structured development plan Clear pathway into Paraplanning Skills and experience required: Experience working within Financial Planning / Wealth Management Strong IFA administration background Organised, detail-oriented, and able to manage multiple priorities Ambitious and motivated to progress into Paraplanning
Mar 22, 2026
Full time
Job Title: Junior Paraplanner Industry: Financial Planning Location: Bristol (City Centre) Salary: up to £38,000 Job Reference: 10132 Job Description: This is a standout opportunity to join a growing Chartered Financial Planning firm as they establish their first dedicated Bristol office. The business already has an established client base across the South West and an existing presence locally, but this marks a significant investment into Bristol as a key location. You'll be joining at an early stage, giving you real visibility and progression potential as the team builds out. They are looking for an experienced IFA Administrator who wants to progress into Paraplanning, with full support, structured training, and exam funding provided. You'll play a key role in supporting Financial Planners and ensuring a high-quality client experience. Responsibilities include: Processing new business and managing Letters of Authority Managing adviser diaries and booking client meetings Preparing documentation for client reviews Maintaining and updating back-office systems Assisting with suitability reports Attending client meetings and supporting relationship management Carrying out product and provider research Handling general administrative duties including calls and correspondence Benefits: Competitive salary of up to £38,000 11% pension contribution (employer) Discretionary bonus 4x DIS Employee Ownership Trust Full exam support and structured development plan Clear pathway into Paraplanning Skills and experience required: Experience working within Financial Planning / Wealth Management Strong IFA administration background Organised, detail-oriented, and able to manage multiple priorities Ambitious and motivated to progress into Paraplanning
Dove & Hawk
Lettings Administrator
Dove & Hawk
Lettings Administrator - Birmingham - £28,000 - £30,000 + 10% Discretionary Bonus My client, a market leading and rapidly growing operator of Build to Rent homes are looking for driven Lettings Administrator to join their centralised admin team based in Birmingham. You'll support leasing teams across the UK in creating a best-in-class customer experience, driving innovation and elevating the resident experience. Responsibilities: Tenancy progression for any pending move ins - including referencing checks, serving of documents, issuing contracts, right to rent checks, direct debit set ups and collecting initial rent payments. Rent increase administration across all assets, serving S13 notices and system management. Super user of sales and PM systems (training will be provided). Legislation advisory support for on-site leasing teams - key contact within the business for all teams (training will be provided). Auditing as required, to ensure leasing compliance. Data analysis Supporting the implementation of leasing strategies. Contributing to new property onboarding during mobilisations, including data uploads. Any other duties as required. Requirements: Strong attention to detail and organisation. Experience with MRI/Hubspot an advantage. Friendly, professional, and solutions focused. Passion for excellent customer service. Calm under pressure, with high standards of integrity. Excellent communication - both written and verbal. Proficient in Microsoft Office - especially Excel Able to handle a busy workload and meet deadlines. Confident, proactive, and able to work independently Benefits: 25 days annual leave + bank holidays Workplace pension Employee benefits platform with discounts Wellness support (mental health services, digital GP access) Regular team socials Working Hours: Monday to Friday 9:00am - 5:30pm 1 in every 3 Saturdays with the Friday off in lieuFor more information, please contact Anisha on the Business Support team at Dove & Hawk Property recruitment. Dove & Hawk Property Recruitment acts as an employment agency for permanent recruitment and employment business for the supply of permanent workers. By applying for this job you accept the T&C's and Privacy Policy which can be found at doveandhawk.co.uk
Mar 22, 2026
Full time
Lettings Administrator - Birmingham - £28,000 - £30,000 + 10% Discretionary Bonus My client, a market leading and rapidly growing operator of Build to Rent homes are looking for driven Lettings Administrator to join their centralised admin team based in Birmingham. You'll support leasing teams across the UK in creating a best-in-class customer experience, driving innovation and elevating the resident experience. Responsibilities: Tenancy progression for any pending move ins - including referencing checks, serving of documents, issuing contracts, right to rent checks, direct debit set ups and collecting initial rent payments. Rent increase administration across all assets, serving S13 notices and system management. Super user of sales and PM systems (training will be provided). Legislation advisory support for on-site leasing teams - key contact within the business for all teams (training will be provided). Auditing as required, to ensure leasing compliance. Data analysis Supporting the implementation of leasing strategies. Contributing to new property onboarding during mobilisations, including data uploads. Any other duties as required. Requirements: Strong attention to detail and organisation. Experience with MRI/Hubspot an advantage. Friendly, professional, and solutions focused. Passion for excellent customer service. Calm under pressure, with high standards of integrity. Excellent communication - both written and verbal. Proficient in Microsoft Office - especially Excel Able to handle a busy workload and meet deadlines. Confident, proactive, and able to work independently Benefits: 25 days annual leave + bank holidays Workplace pension Employee benefits platform with discounts Wellness support (mental health services, digital GP access) Regular team socials Working Hours: Monday to Friday 9:00am - 5:30pm 1 in every 3 Saturdays with the Friday off in lieuFor more information, please contact Anisha on the Business Support team at Dove & Hawk Property recruitment. Dove & Hawk Property Recruitment acts as an employment agency for permanent recruitment and employment business for the supply of permanent workers. By applying for this job you accept the T&C's and Privacy Policy which can be found at doveandhawk.co.uk
TEMPLEGATE RECRUITMENT
IFA Administrator
TEMPLEGATE RECRUITMENT Stoke-on-trent, Staffordshire
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Stoke on Trent; hybrid 1-2 days from home Salary: £27,000 - £30,000 DOE (full-time) Benefits: Professional industry exams paid for and study supported 25 days holiday (excluding Bank Holidays) Holiday Purchase Scheme In-House Training Academy Annual Salary Review Day off on Birthday Life Assurance & Pension Opportunities to progress into Paraplanner or Adviser roles if desired About the Company: We are a growing financial services firm looking to expand our administration team. The company prides itself on strong culture and personality fit. This is an excellent opportunity to join a supportive and professional environment with room for progression. Key Responsibilities: Act as the first point of contact for client enquiries regarding pensions, investments, and protection Correspond with clients verbally and in writing Process new business applications Assist Paraplanners and Advisers in preparing client review packs (annual and tri-annual) Arrange client meetings and manage Advisers' diaries Complete Portfolio Illustration requests Provide back-office support and ensure administration is completed in line with company procedures Maintain accurate, compliant client records on company software What We're Looking For: Previous experience in a Financial Planning administration role (essential) Minimum 2-3 years' experience, able to hit the ground running Confident in IT and office software packages Strong organisational, planning, and communication skills Ability to prioritise workloads effectively Flexibility and adaptability Team player with a positive attitude Desirable Skills: Working knowledge of Intelligent Office (IO) and other platform experience Understanding of Model Portfolios / DFMs Analytical and problem-solving skills How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Mar 22, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Stoke on Trent; hybrid 1-2 days from home Salary: £27,000 - £30,000 DOE (full-time) Benefits: Professional industry exams paid for and study supported 25 days holiday (excluding Bank Holidays) Holiday Purchase Scheme In-House Training Academy Annual Salary Review Day off on Birthday Life Assurance & Pension Opportunities to progress into Paraplanner or Adviser roles if desired About the Company: We are a growing financial services firm looking to expand our administration team. The company prides itself on strong culture and personality fit. This is an excellent opportunity to join a supportive and professional environment with room for progression. Key Responsibilities: Act as the first point of contact for client enquiries regarding pensions, investments, and protection Correspond with clients verbally and in writing Process new business applications Assist Paraplanners and Advisers in preparing client review packs (annual and tri-annual) Arrange client meetings and manage Advisers' diaries Complete Portfolio Illustration requests Provide back-office support and ensure administration is completed in line with company procedures Maintain accurate, compliant client records on company software What We're Looking For: Previous experience in a Financial Planning administration role (essential) Minimum 2-3 years' experience, able to hit the ground running Confident in IT and office software packages Strong organisational, planning, and communication skills Ability to prioritise workloads effectively Flexibility and adaptability Team player with a positive attitude Desirable Skills: Working knowledge of Intelligent Office (IO) and other platform experience Understanding of Model Portfolios / DFMs Analytical and problem-solving skills How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

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