Trainee Financial Services Administrator Hours - Full Time, 8.30am - 4.30pm Monday - Friday Location - West Bridgford, Nottingham (NG2) Salary - £25,000 + benefits This very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting a Trainee Financial Services Administrator to join their team. The Practice provide expert advice to Business Owners and Private Clients on a wide range of financial planning products including Pensions, Investments, Long Term Care, Tax Planning and Protection. As a Trainee Financial Services Administrator you will become a key member of the team, working closely with colleagues to deliver high-quality administrative support to the Advisors and the Clients. This is a fantastic opportunity to develop your career within a supportive environment and study towards a professional qualification (Level 4 Diploma in Regulated Financial Services) through a Higher-Level Apprenticeship. The Role: You will be responsible for day-to-day administration and client support - learning how a successful financial planning business operates from the inside. Dealing with enquiries confidently and effectively with clients, providers and third parties. (via phone, email, or in person) Preparing all documentation ahead of client review meetings, producing and collating key data, preparing relevant Illustrations, projections, and valuations to ensure the Advisers are fully prepared. Ensuring all files are completed post review meeting and all client details are up to date. Maintaining accurate client records on Salesforce and updating workflows and management information. Assisting with business processing and administration, submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Working closely with the Advisers to support client relationships The Person: The role would suit a recent Graduate or A Level School / College leaver who has a genuine interest in wealth management and is committed to developing a career in Financial Services You will be proactive, have a "get stuck in" attitude and be able to demonstrate attention to detail and an organised approach You will need broad experience of Microsoft Office (Outlook, Excel, Word) and some previous work experience in professional office environment. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Apr 29, 2026
Full time
Trainee Financial Services Administrator Hours - Full Time, 8.30am - 4.30pm Monday - Friday Location - West Bridgford, Nottingham (NG2) Salary - £25,000 + benefits This very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting a Trainee Financial Services Administrator to join their team. The Practice provide expert advice to Business Owners and Private Clients on a wide range of financial planning products including Pensions, Investments, Long Term Care, Tax Planning and Protection. As a Trainee Financial Services Administrator you will become a key member of the team, working closely with colleagues to deliver high-quality administrative support to the Advisors and the Clients. This is a fantastic opportunity to develop your career within a supportive environment and study towards a professional qualification (Level 4 Diploma in Regulated Financial Services) through a Higher-Level Apprenticeship. The Role: You will be responsible for day-to-day administration and client support - learning how a successful financial planning business operates from the inside. Dealing with enquiries confidently and effectively with clients, providers and third parties. (via phone, email, or in person) Preparing all documentation ahead of client review meetings, producing and collating key data, preparing relevant Illustrations, projections, and valuations to ensure the Advisers are fully prepared. Ensuring all files are completed post review meeting and all client details are up to date. Maintaining accurate client records on Salesforce and updating workflows and management information. Assisting with business processing and administration, submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Working closely with the Advisers to support client relationships The Person: The role would suit a recent Graduate or A Level School / College leaver who has a genuine interest in wealth management and is committed to developing a career in Financial Services You will be proactive, have a "get stuck in" attitude and be able to demonstrate attention to detail and an organised approach You will need broad experience of Microsoft Office (Outlook, Excel, Word) and some previous work experience in professional office environment. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
The Company: A highly reputable, wholly independent financial planning firm who sit at the forefront of UHNW private client advice who are looking to bring in an experienced, private wealth focused Financial Planning Administrator to their expanding back-office support team. The firm works closely with clients to create bespoke strategies to preserve and grow wealth, focusing on long-term financial goals and tailored family planning advice. Office Location: Central Leeds Working Setup: Office-based Package: £32-34k base DOE + superb annual bonuses and full company benefits Benefits: 24 days holiday plus stats, pension, 4xDIS and PMI Bonus: Discretionary - Paid annually The Role: Sitting alongside a team of highly consultative, technical administrators the remit is focused on working alongside two very high performing Financial Planners. Duties include: On boarding new clients to the business, ensuring the new client file is fully compliant Adding new client information to Intelligent Office back-office system Checking that all compliance paperwork and anti-money laundering procedures have been satisfied and recorded Preparation/Implementation of advice Prepare cost and charges disclosure documents Obtain illustrations Preparing application forms (both online & paper) Print/save Factsheets & KIIDs and provide any other pre advice paperwork to accompany advice letters/emails Processing new business using Intelligent Office and associated service case workflows to track through to issue and investment Processing investment trades on behalf of clients, within required deadlines using various investment platforms and life companies Maintaining accurate records of these trades to ensure valuation reconciliation Ensure that fact find sections within Intelligent Office are completed and updated when appropriate The Person: This is a high calibre firm offering an opportunity to get your foot in the door working with ultra-high value clientele. It will suit someone highly ambitious who wants to build a career within this space.An IFA/wealth management/investments management background is a necessity, coupled with experience of providing administrative support to IFA's/financial advisers in a private wealth advice setting. But if you are motivated by working alongside best-in-class Financial Planners and Adviser Support Staff, and feel you can add value in this space this is definitely one to explore. What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Apr 29, 2026
Full time
The Company: A highly reputable, wholly independent financial planning firm who sit at the forefront of UHNW private client advice who are looking to bring in an experienced, private wealth focused Financial Planning Administrator to their expanding back-office support team. The firm works closely with clients to create bespoke strategies to preserve and grow wealth, focusing on long-term financial goals and tailored family planning advice. Office Location: Central Leeds Working Setup: Office-based Package: £32-34k base DOE + superb annual bonuses and full company benefits Benefits: 24 days holiday plus stats, pension, 4xDIS and PMI Bonus: Discretionary - Paid annually The Role: Sitting alongside a team of highly consultative, technical administrators the remit is focused on working alongside two very high performing Financial Planners. Duties include: On boarding new clients to the business, ensuring the new client file is fully compliant Adding new client information to Intelligent Office back-office system Checking that all compliance paperwork and anti-money laundering procedures have been satisfied and recorded Preparation/Implementation of advice Prepare cost and charges disclosure documents Obtain illustrations Preparing application forms (both online & paper) Print/save Factsheets & KIIDs and provide any other pre advice paperwork to accompany advice letters/emails Processing new business using Intelligent Office and associated service case workflows to track through to issue and investment Processing investment trades on behalf of clients, within required deadlines using various investment platforms and life companies Maintaining accurate records of these trades to ensure valuation reconciliation Ensure that fact find sections within Intelligent Office are completed and updated when appropriate The Person: This is a high calibre firm offering an opportunity to get your foot in the door working with ultra-high value clientele. It will suit someone highly ambitious who wants to build a career within this space.An IFA/wealth management/investments management background is a necessity, coupled with experience of providing administrative support to IFA's/financial advisers in a private wealth advice setting. But if you are motivated by working alongside best-in-class Financial Planners and Adviser Support Staff, and feel you can add value in this space this is definitely one to explore. What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
St. James's Place Wealth Management
West Bridgford, Nottinghamshire
Trainee Financial Services Administrator Hours Full Time, 8.30am - 4.30pm Monday - Friday Location West Bridgford, Nottingham (NG2) Salary £25,000 + benefits This very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting a Trainee Financial Services Administrator to join their team. The Practice provide expert advice to Business Owners and Private Clients on a wide range of financial planning products including Pensions, Investments, Long Term Care, Tax Planning and Protection. As a Trainee Financial Services Administrator you will become a key member of the team, working closely with colleagues to deliver high-quality administrative support to the Advisors and the Clients. This is a fantastic opportunity to develop your career within a supportive environment and study towards a professional qualification (Level 4 Diploma in Regulated Financial Services) through a Higher-Level Apprenticeship. The Role: You will be responsible for day-to-day administration and client support learning how a successful financial planning business operates from the inside. Dealing with enquiries confidently and effectively with clients, providers and third parties. (via phone, email, or in person) Preparing all documentation ahead of client review meetings, producing and collating key data, preparing relevant Illustrations, projections, and valuations to ensure the Advisers are fully prepared. Ensuring all files are completed post review meeting and all client details are up to date. Maintaining accurate client records on Salesforce and updating workflows and management information. Assisting with business processing and administration, submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Working closely with the Advisers to support client relationships The Person: The role would suit a recent Graduate or A Level School / College leaver who has a genuine interest in wealth management and is committed to developing a career in Financial Services You will be proactive, have a get stuck in attitude and be able to demonstrate attention to detail and an organised approach You will need broad experience of Microsoft Office (Outlook, Excel, Word) and some previous work experience in professional office environment. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Apr 23, 2026
Full time
Trainee Financial Services Administrator Hours Full Time, 8.30am - 4.30pm Monday - Friday Location West Bridgford, Nottingham (NG2) Salary £25,000 + benefits This very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting a Trainee Financial Services Administrator to join their team. The Practice provide expert advice to Business Owners and Private Clients on a wide range of financial planning products including Pensions, Investments, Long Term Care, Tax Planning and Protection. As a Trainee Financial Services Administrator you will become a key member of the team, working closely with colleagues to deliver high-quality administrative support to the Advisors and the Clients. This is a fantastic opportunity to develop your career within a supportive environment and study towards a professional qualification (Level 4 Diploma in Regulated Financial Services) through a Higher-Level Apprenticeship. The Role: You will be responsible for day-to-day administration and client support learning how a successful financial planning business operates from the inside. Dealing with enquiries confidently and effectively with clients, providers and third parties. (via phone, email, or in person) Preparing all documentation ahead of client review meetings, producing and collating key data, preparing relevant Illustrations, projections, and valuations to ensure the Advisers are fully prepared. Ensuring all files are completed post review meeting and all client details are up to date. Maintaining accurate client records on Salesforce and updating workflows and management information. Assisting with business processing and administration, submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Working closely with the Advisers to support client relationships The Person: The role would suit a recent Graduate or A Level School / College leaver who has a genuine interest in wealth management and is committed to developing a career in Financial Services You will be proactive, have a get stuck in attitude and be able to demonstrate attention to detail and an organised approach You will need broad experience of Microsoft Office (Outlook, Excel, Word) and some previous work experience in professional office environment. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons As a firm our focus on delivering quality audit work for the benefit of the public interest is our key priority. Our Audit teams are essential, not just to BDO, but to the whole economy. With specialist knowledge of sectors such as Pension Audit, markets and geographies; our auditors have the business understanding necessary to deliver the high quality and robust audits that companies and their stakeholders can trust. As part of our Pension Audit team, you'll receive the support you need to reach your potential. From developing new skills, working on audit tenders, undertaking business development activities and exploring different learning opportunities, you'll join a friendly and diverse team whose work really matters. Use your skills to build a career in Audit at BDO. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by pension members and Trustees alike. You'll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. You'll also: Act as a major point of contact within the firm. This includes responding quickly to, as well as anticipating requests/needs and keeping stakeholders informed of progress in relation to all aspects of the audit. Be responsible for the financial management of a portfolio from billing, WIP management and cash collection. Complete assignments within agreed budgets and timescales and identify opportunities for additional billings. Ensure assignments are staffed with the appropriate mix of knowledge and skills required. Ensure that the firm's risk management and quality control procedures are adhered to at all times. Identify and recognise business and sales opportunities. Support Partners and Senior Managers in the development of new business relationships and business proposals through high level sales and marketing activity. Support Partners with the implementation and communication of any new business. Recruit, retain, develop and motivate our employees, which includes participating in graduate recruitment, ensuring job appraisal documentation is completed within deadlines and ensuring appropriate objectives and development plans are in place for counselees. Work as part of the pension audit management team within the wider Audit stream (e.g. resource planning, merit rate meetings and efficiency gains) Act as an ambassador of the firm, participate in office marketing events, keeps abreast of the wide range of service the firm offers. Act as a role model for trainees and executives. ACA/ICAS qualified or overseas equivalent. Have previous experience of managing people of all grades and experience, including managing audits and teams remotely. Good working knowledge of UK GAAP, FRS 102 and Pension SORP and Financial Reporting requirements. Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance, including anti-money laundering. Experience of systems/controls testing as well as substantive auditing, including contributions, benefits and investments Experience of working with and managing audits with Scheme administrators and Scheme Accountants. Experience of preparing audit planning and completion reports to Trustees as well as presenting audit findings confidently Building, developing and maintaining a pension industry network of key contacts. Project Management experience, confidently communicating with clients and internal BDO staff and monitoring audit timetables to ensure deadlines are met. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Apr 22, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons As a firm our focus on delivering quality audit work for the benefit of the public interest is our key priority. Our Audit teams are essential, not just to BDO, but to the whole economy. With specialist knowledge of sectors such as Pension Audit, markets and geographies; our auditors have the business understanding necessary to deliver the high quality and robust audits that companies and their stakeholders can trust. As part of our Pension Audit team, you'll receive the support you need to reach your potential. From developing new skills, working on audit tenders, undertaking business development activities and exploring different learning opportunities, you'll join a friendly and diverse team whose work really matters. Use your skills to build a career in Audit at BDO. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by pension members and Trustees alike. You'll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. You'll also: Act as a major point of contact within the firm. This includes responding quickly to, as well as anticipating requests/needs and keeping stakeholders informed of progress in relation to all aspects of the audit. Be responsible for the financial management of a portfolio from billing, WIP management and cash collection. Complete assignments within agreed budgets and timescales and identify opportunities for additional billings. Ensure assignments are staffed with the appropriate mix of knowledge and skills required. Ensure that the firm's risk management and quality control procedures are adhered to at all times. Identify and recognise business and sales opportunities. Support Partners and Senior Managers in the development of new business relationships and business proposals through high level sales and marketing activity. Support Partners with the implementation and communication of any new business. Recruit, retain, develop and motivate our employees, which includes participating in graduate recruitment, ensuring job appraisal documentation is completed within deadlines and ensuring appropriate objectives and development plans are in place for counselees. Work as part of the pension audit management team within the wider Audit stream (e.g. resource planning, merit rate meetings and efficiency gains) Act as an ambassador of the firm, participate in office marketing events, keeps abreast of the wide range of service the firm offers. Act as a role model for trainees and executives. ACA/ICAS qualified or overseas equivalent. Have previous experience of managing people of all grades and experience, including managing audits and teams remotely. Good working knowledge of UK GAAP, FRS 102 and Pension SORP and Financial Reporting requirements. Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance, including anti-money laundering. Experience of systems/controls testing as well as substantive auditing, including contributions, benefits and investments Experience of working with and managing audits with Scheme administrators and Scheme Accountants. Experience of preparing audit planning and completion reports to Trustees as well as presenting audit findings confidently Building, developing and maintaining a pension industry network of key contacts. Project Management experience, confidently communicating with clients and internal BDO staff and monitoring audit timetables to ensure deadlines are met. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons As a firm our focus on delivering quality audit work for the benefit of the public interest is our key priority. Our Audit teams are essential, not just to BDO, but to the whole economy. With specialist knowledge of sectors such as Pension Audit, markets and geographies; our auditors have the business understanding necessary to deliver the high quality and robust audits that companies and their stakeholders can trust. As part of our Pension Audit team, you'll receive the support you need to reach your potential. From developing new skills, working on audit tenders, undertaking business development activities and exploring different learning opportunities, you'll join a friendly and diverse team whose work really matters. Use your skills to build a career in Audit at BDO. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by pension members and Trustees alike. You'll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. You'll also: Act as a major point of contact within the firm. This includes responding quickly to, as well as anticipating requests/needs and keeping stakeholders informed of progress in relation to all aspects of the audit. Be responsible for the financial management of a portfolio from billing, WIP management and cash collection. Complete assignments within agreed budgets and timescales and identify opportunities for additional billings. Ensure assignments are staffed with the appropriate mix of knowledge and skills required. Ensure that the firm's risk management and quality control procedures are adhered to at all times. Identify and recognise business and sales opportunities. Support Partners and Senior Managers in the development of new business relationships and business proposals through high level sales and marketing activity. Support Partners with the implementation and communication of any new business. Recruit, retain, develop and motivate our employees, which includes participating in graduate recruitment, ensuring job appraisal documentation is completed within deadlines and ensuring appropriate objectives and development plans are in place for counselees. Work as part of the pension audit management team within the wider Audit stream (e.g. resource planning, merit rate meetings and efficiency gains) Act as an ambassador of the firm, participate in office marketing events, keeps abreast of the wide range of service the firm offers. Act as a role model for trainees and executives. ACA/ICAS qualified or overseas equivalent. Have previous experience of managing people of all grades and experience, including managing audits and teams remotely. Good working knowledge of UK GAAP, FRS 102 and Pension SORP and Financial Reporting requirements. Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance, including anti-money laundering. Experience of systems/controls testing as well as substantive auditing, including contributions, benefits and investments Experience of working with and managing audits with Scheme administrators and Scheme Accountants. Experience of preparing audit planning and completion reports to Trustees as well as presenting audit findings confidently Building, developing and maintaining a pension industry network of key contacts. Project Management experience, confidently communicating with clients and internal BDO staff and monitoring audit timetables to ensure deadlines are met. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Apr 22, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons As a firm our focus on delivering quality audit work for the benefit of the public interest is our key priority. Our Audit teams are essential, not just to BDO, but to the whole economy. With specialist knowledge of sectors such as Pension Audit, markets and geographies; our auditors have the business understanding necessary to deliver the high quality and robust audits that companies and their stakeholders can trust. As part of our Pension Audit team, you'll receive the support you need to reach your potential. From developing new skills, working on audit tenders, undertaking business development activities and exploring different learning opportunities, you'll join a friendly and diverse team whose work really matters. Use your skills to build a career in Audit at BDO. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by pension members and Trustees alike. You'll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. You'll also: Act as a major point of contact within the firm. This includes responding quickly to, as well as anticipating requests/needs and keeping stakeholders informed of progress in relation to all aspects of the audit. Be responsible for the financial management of a portfolio from billing, WIP management and cash collection. Complete assignments within agreed budgets and timescales and identify opportunities for additional billings. Ensure assignments are staffed with the appropriate mix of knowledge and skills required. Ensure that the firm's risk management and quality control procedures are adhered to at all times. Identify and recognise business and sales opportunities. Support Partners and Senior Managers in the development of new business relationships and business proposals through high level sales and marketing activity. Support Partners with the implementation and communication of any new business. Recruit, retain, develop and motivate our employees, which includes participating in graduate recruitment, ensuring job appraisal documentation is completed within deadlines and ensuring appropriate objectives and development plans are in place for counselees. Work as part of the pension audit management team within the wider Audit stream (e.g. resource planning, merit rate meetings and efficiency gains) Act as an ambassador of the firm, participate in office marketing events, keeps abreast of the wide range of service the firm offers. Act as a role model for trainees and executives. ACA/ICAS qualified or overseas equivalent. Have previous experience of managing people of all grades and experience, including managing audits and teams remotely. Good working knowledge of UK GAAP, FRS 102 and Pension SORP and Financial Reporting requirements. Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance, including anti-money laundering. Experience of systems/controls testing as well as substantive auditing, including contributions, benefits and investments Experience of working with and managing audits with Scheme administrators and Scheme Accountants. Experience of preparing audit planning and completion reports to Trustees as well as presenting audit findings confidently Building, developing and maintaining a pension industry network of key contacts. Project Management experience, confidently communicating with clients and internal BDO staff and monitoring audit timetables to ensure deadlines are met. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons As a firm our focus on delivering quality audit work for the benefit of the public interest is our key priority. Our Audit teams are essential, not just to BDO, but to the whole economy. With specialist knowledge of sectors such as Pension Audit, markets and geographies; our auditors have the business understanding necessary to deliver the high quality and robust audits that companies and their stakeholders can trust. As part of our Pension Audit team, you'll receive the support you need to reach your potential. From developing new skills, working on audit tenders, undertaking business development activities and exploring different learning opportunities, you'll join a friendly and diverse team whose work really matters. Use your skills to build a career in Audit at BDO. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by pension members and Trustees alike. You'll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. You'll also: Act as a major point of contact within the firm. This includes responding quickly to, as well as anticipating requests/needs and keeping stakeholders informed of progress in relation to all aspects of the audit. Be responsible for the financial management of a portfolio from billing, WIP management and cash collection. Complete assignments within agreed budgets and timescales and identify opportunities for additional billings. Ensure assignments are staffed with the appropriate mix of knowledge and skills required. Ensure that the firm's risk management and quality control procedures are adhered to at all times. Identify and recognise business and sales opportunities. Support Partners and Senior Managers in the development of new business relationships and business proposals through high level sales and marketing activity. Support Partners with the implementation and communication of any new business. Recruit, retain, develop and motivate our employees, which includes participating in graduate recruitment, ensuring job appraisal documentation is completed within deadlines and ensuring appropriate objectives and development plans are in place for counselees. Work as part of the pension audit management team within the wider Audit stream (e.g. resource planning, merit rate meetings and efficiency gains) Act as an ambassador of the firm, participate in office marketing events, keeps abreast of the wide range of service the firm offers. Act as a role model for trainees and executives. ACA/ICAS qualified or overseas equivalent. Have previous experience of managing people of all grades and experience, including managing audits and teams remotely. Good working knowledge of UK GAAP, FRS 102 and Pension SORP and Financial Reporting requirements. Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance, including anti-money laundering. Experience of systems/controls testing as well as substantive auditing, including contributions, benefits and investments Experience of working with and managing audits with Scheme administrators and Scheme Accountants. Experience of preparing audit planning and completion reports to Trustees as well as presenting audit findings confidently Building, developing and maintaining a pension industry network of key contacts. Project Management experience, confidently communicating with clients and internal BDO staff and monitoring audit timetables to ensure deadlines are met. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Apr 22, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons As a firm our focus on delivering quality audit work for the benefit of the public interest is our key priority. Our Audit teams are essential, not just to BDO, but to the whole economy. With specialist knowledge of sectors such as Pension Audit, markets and geographies; our auditors have the business understanding necessary to deliver the high quality and robust audits that companies and their stakeholders can trust. As part of our Pension Audit team, you'll receive the support you need to reach your potential. From developing new skills, working on audit tenders, undertaking business development activities and exploring different learning opportunities, you'll join a friendly and diverse team whose work really matters. Use your skills to build a career in Audit at BDO. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by pension members and Trustees alike. You'll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. You'll also: Act as a major point of contact within the firm. This includes responding quickly to, as well as anticipating requests/needs and keeping stakeholders informed of progress in relation to all aspects of the audit. Be responsible for the financial management of a portfolio from billing, WIP management and cash collection. Complete assignments within agreed budgets and timescales and identify opportunities for additional billings. Ensure assignments are staffed with the appropriate mix of knowledge and skills required. Ensure that the firm's risk management and quality control procedures are adhered to at all times. Identify and recognise business and sales opportunities. Support Partners and Senior Managers in the development of new business relationships and business proposals through high level sales and marketing activity. Support Partners with the implementation and communication of any new business. Recruit, retain, develop and motivate our employees, which includes participating in graduate recruitment, ensuring job appraisal documentation is completed within deadlines and ensuring appropriate objectives and development plans are in place for counselees. Work as part of the pension audit management team within the wider Audit stream (e.g. resource planning, merit rate meetings and efficiency gains) Act as an ambassador of the firm, participate in office marketing events, keeps abreast of the wide range of service the firm offers. Act as a role model for trainees and executives. ACA/ICAS qualified or overseas equivalent. Have previous experience of managing people of all grades and experience, including managing audits and teams remotely. Good working knowledge of UK GAAP, FRS 102 and Pension SORP and Financial Reporting requirements. Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance, including anti-money laundering. Experience of systems/controls testing as well as substantive auditing, including contributions, benefits and investments Experience of working with and managing audits with Scheme administrators and Scheme Accountants. Experience of preparing audit planning and completion reports to Trustees as well as presenting audit findings confidently Building, developing and maintaining a pension industry network of key contacts. Project Management experience, confidently communicating with clients and internal BDO staff and monitoring audit timetables to ensure deadlines are met. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
A leading wealth management firm is seeking an experienced Client Services Administrator to enhance client services within their Charities team. The ideal candidate will have at least 2 years of experience in asset management, alongside strong organisational and communication skills. Key responsibilities involve coordinating with investment managers, administering client data, and maintaining relationships with charity clients. This permanent position offers a competitive salary and is based in London.
Apr 21, 2026
Full time
A leading wealth management firm is seeking an experienced Client Services Administrator to enhance client services within their Charities team. The ideal candidate will have at least 2 years of experience in asset management, alongside strong organisational and communication skills. Key responsibilities involve coordinating with investment managers, administering client data, and maintaining relationships with charity clients. This permanent position offers a competitive salary and is based in London.
Client Services Administrator - Charity Portfolio Administration Our client, a Wealth and Asset Management firm, is looking for an experienced Client Services Administrator to work with Investment Managers in the Charities team to deliver high quality client service to Charity clients. Key duties: Coordinate with Investment Managers to discuss client requirements and arrange account opening. Administer the entire client lifecycle, from account opening through to ongoing maintenance. Provide periodic AML reviews, amend agreements, manage sub accounts and maintain accurate record keeping. Liaise with custodians, third party consultants and audit firms on custodial matters, derivative and FFX account openings. Develop and maintain strong client relationships where appropriate. Administer client data on internal and external systems. Respond to client queries covering reporting, cash transactions, custody arrangements and transitions. Provide support and cover to the Client Administration Team and, when necessary, attend client meetings. Coach and train junior teammates and cross functional colleagues. Requirements Minimum 2 years' experience in a similar role within an Asset Management environment. Sound technical knowledge of client take on and charity portfolio administration. Working knowledge of AML, MiFID, EU Directives and global tax reporting regimes (FATCA, CRS, etc.). Strong grasp of asset management company structure and operations. Excellent organisational skills and ability to work unsupervised. Ability to prioritise work to meet deadlines and multitask effectively. Strong verbal and written communication skills. Confidence to deal with clients and colleagues at all levels. Numerical, analytical and PC skills. Knowledge of investment parameters and fee arrangements for discretionary managed portfolios. Knowledge of investment instruments, securities, corporate actions and capital gains tax rules. Relevant industry qualifications such as IOC. Referral: DB Email: Salary: £50,000 - 60,000 per annum Location: London Type: Permanent Date: 15 Nov 2023
Apr 20, 2026
Full time
Client Services Administrator - Charity Portfolio Administration Our client, a Wealth and Asset Management firm, is looking for an experienced Client Services Administrator to work with Investment Managers in the Charities team to deliver high quality client service to Charity clients. Key duties: Coordinate with Investment Managers to discuss client requirements and arrange account opening. Administer the entire client lifecycle, from account opening through to ongoing maintenance. Provide periodic AML reviews, amend agreements, manage sub accounts and maintain accurate record keeping. Liaise with custodians, third party consultants and audit firms on custodial matters, derivative and FFX account openings. Develop and maintain strong client relationships where appropriate. Administer client data on internal and external systems. Respond to client queries covering reporting, cash transactions, custody arrangements and transitions. Provide support and cover to the Client Administration Team and, when necessary, attend client meetings. Coach and train junior teammates and cross functional colleagues. Requirements Minimum 2 years' experience in a similar role within an Asset Management environment. Sound technical knowledge of client take on and charity portfolio administration. Working knowledge of AML, MiFID, EU Directives and global tax reporting regimes (FATCA, CRS, etc.). Strong grasp of asset management company structure and operations. Excellent organisational skills and ability to work unsupervised. Ability to prioritise work to meet deadlines and multitask effectively. Strong verbal and written communication skills. Confidence to deal with clients and colleagues at all levels. Numerical, analytical and PC skills. Knowledge of investment parameters and fee arrangements for discretionary managed portfolios. Knowledge of investment instruments, securities, corporate actions and capital gains tax rules. Relevant industry qualifications such as IOC. Referral: DB Email: Salary: £50,000 - 60,000 per annum Location: London Type: Permanent Date: 15 Nov 2023
A leading wealth management firm is seeking a proactive Administrator to support transfer processing for various investment accounts. The successful candidate will ensure a smooth client experience while collaborating across the team. Responsibilities include facilitating client portfolio transfers, managing queries, and meeting SLAs. Candidates should have strong IT skills, organizational abilities, and a keen attention to detail. A-Level education or relevant experience is required, making this a rewarding opportunity in a dynamic environment.
Apr 16, 2026
Full time
A leading wealth management firm is seeking a proactive Administrator to support transfer processing for various investment accounts. The successful candidate will ensure a smooth client experience while collaborating across the team. Responsibilities include facilitating client portfolio transfers, managing queries, and meeting SLAs. Candidates should have strong IT skills, organizational abilities, and a keen attention to detail. A-Level education or relevant experience is required, making this a rewarding opportunity in a dynamic environment.
A financial services firm in Braintree is seeking a Financial Administrator to provide high-quality administrative support. This varied role involves client queries regarding investments and pensions, and requires excellent communication and organization skills. The ideal candidate will have experience in a Financial Planning firm and be professional in representing the company. Benefits include 25 days holiday, life assurance, and an electric car scheme.
Apr 15, 2026
Full time
A financial services firm in Braintree is seeking a Financial Administrator to provide high-quality administrative support. This varied role involves client queries regarding investments and pensions, and requires excellent communication and organization skills. The ideal candidate will have experience in a Financial Planning firm and be professional in representing the company. Benefits include 25 days holiday, life assurance, and an electric car scheme.
Perspective Financial Group Ltd
Halesowen, West Midlands
Perspective (South East) Ltd / Perspective (SFP) Job Description We have a fantastic vacancy for a Financial Administrator to join our busy Halesowen Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties. Office: Perspective (SFP) Location: Halesowen Hours: Monday - Friday 9am to 5pm with a one hour break (35 hours) Salary: Competitive dependant on experience and qualifications. Available upon request. Please note: any offer of employment is subject to satisfactory criminal record background checks. Job Requirements You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. You will also be skilled in, or have the ability to learn: Good working knowledge of IO and Platform. Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy. Confidence with IT and office software packages including Teams, Outlook, Word and Excel. Management and prioritising workloads. Excellent planning, organisational and multi-tasking abilities. Analytical and problem-solving skills. Flexibility/adaptability to cope with change. Excellent communication skills at all levels. A team player with a positive attitude. Job Responsibilities This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to: Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. Back-office support. Due to the nature of the business, the role may also include additional responsibilities considered reasonable. Job Benefits 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts. Birthday Day Off Electric Car Scheme Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority. Registered in England and Wales. Company No. Perspective Financial Group Ltd Lancaster House Ackhurst Business Park Foxhole Road Chorley Lancashire PR7 1NY
Apr 15, 2026
Full time
Perspective (South East) Ltd / Perspective (SFP) Job Description We have a fantastic vacancy for a Financial Administrator to join our busy Halesowen Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties. Office: Perspective (SFP) Location: Halesowen Hours: Monday - Friday 9am to 5pm with a one hour break (35 hours) Salary: Competitive dependant on experience and qualifications. Available upon request. Please note: any offer of employment is subject to satisfactory criminal record background checks. Job Requirements You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. You will also be skilled in, or have the ability to learn: Good working knowledge of IO and Platform. Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy. Confidence with IT and office software packages including Teams, Outlook, Word and Excel. Management and prioritising workloads. Excellent planning, organisational and multi-tasking abilities. Analytical and problem-solving skills. Flexibility/adaptability to cope with change. Excellent communication skills at all levels. A team player with a positive attitude. Job Responsibilities This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to: Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. Back-office support. Due to the nature of the business, the role may also include additional responsibilities considered reasonable. Job Benefits 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts. Birthday Day Off Electric Car Scheme Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority. Registered in England and Wales. Company No. Perspective Financial Group Ltd Lancaster House Ackhurst Business Park Foxhole Road Chorley Lancashire PR7 1NY
Salary: £25,000 - £40,000 FTE (20 hours, 4 hours a day, part time / In Office) Part Time ( Salary will be on a pro rata basis) with the potential to go full time Working as part of the team at Collett Wealth Management who are an Appointed Representative of St. James's Place Plc. An excellent opportunity has arisen for a professional Administrative Support to work in Tenterden. You will be part of a fast-paced team managing the work generated by the Partner and Adviser team offering support as required. This business is well established and highly successful. You will be employed by the Practice. The Role: Administrative Support You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice You will be responsible for managing Salesforce (CRM system) and keeping all client details up to date You will manage and collate key data for reports and portfolio reviews You will answer the telephone and deal with queries from clients Managing the database of clients and diary management for the Partner and Advisors You will send correspondence to clients via email, Docusign and/or post You will be a point of contact for clients and third parties dealing with general enquiries You will be processing business and liaising with SJP admin teams Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Administrative Support This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style. To be considered for this role you will need: Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong English proficiency is required (ideally have A -C/9-5 at GCSE) Strong Maths proficiency is required (ideally have A -C/9-5 at GCSE) Strong working knowledge of Excel, Word, Outlook and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
Apr 15, 2026
Full time
Salary: £25,000 - £40,000 FTE (20 hours, 4 hours a day, part time / In Office) Part Time ( Salary will be on a pro rata basis) with the potential to go full time Working as part of the team at Collett Wealth Management who are an Appointed Representative of St. James's Place Plc. An excellent opportunity has arisen for a professional Administrative Support to work in Tenterden. You will be part of a fast-paced team managing the work generated by the Partner and Adviser team offering support as required. This business is well established and highly successful. You will be employed by the Practice. The Role: Administrative Support You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice You will be responsible for managing Salesforce (CRM system) and keeping all client details up to date You will manage and collate key data for reports and portfolio reviews You will answer the telephone and deal with queries from clients Managing the database of clients and diary management for the Partner and Advisors You will send correspondence to clients via email, Docusign and/or post You will be a point of contact for clients and third parties dealing with general enquiries You will be processing business and liaising with SJP admin teams Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Administrative Support This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style. To be considered for this role you will need: Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong English proficiency is required (ideally have A -C/9-5 at GCSE) Strong Maths proficiency is required (ideally have A -C/9-5 at GCSE) Strong working knowledge of Excel, Word, Outlook and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
Career This is a great entry level role into Financial Planning. You will support Financial Planners with administrative needs and if you do a great job you have this potential career path: Step 1 - Client Advisor Support (CAS) - Regulated Administrative support to front office. Step 2 - Paraplanner - support financial planners by doing much of the technical, analytical, and preparatory work involved in financial planning. Step 3 - Financial Planning Associate - support Financial Planners in the provision of high quality financial planning - shadow and learn their ways! Step 4 - Financial Planner - a key revenue generator for our business, provide advice to create financial plans for our clients to achieve their financial goals. Careers can twist and turn according to your capabilities, you might instead wish to progress into management of any one trade, or move to a corporate role such as compliance, but CAS is a great induction point to getting started on our career ladder and we love to promote from within! This is a fixed term role until the end of 2026. However, we are a growing firm and there are many opportunities that come up, especially if you are mobile within our Northern offices. Accountabilities This position ensures planners can focus on client relationships and strategic advice by managing the administrative tasks that underpin high quality financial planning. The role organises into two distinct objectives: Client Administration Ensure all client reviews have a corresponding suitability report and are sent to the client. Any reviews which are viewed as outstanding will need to be chased and escalated when required. Process new business, applications, and provider paperwork accurately and on time. Reconcile all client fees monthly and ensure timely payment to Financial Planners by collaborating with Finance and the Financial Planner. Maintain our CRM (Client Centre) and ensure data is up to date and compliant. All client files should be regularly maintained and updated. Financial Planner Enablement Assist Financial Planners with the scheduling of annual reviews and preparation for meetings. Assist Financial Planners managing and building their client banks, ensuring all clients are correctly segmented, client data is kept up to date with any changes, and a good level of service is consistently provided to the client. Maintain strong relationships with both the Financial Planners and their clients. Ensuring that all post meeting requirements are actioned promptly within agreed SLA's. Skills and Experience Tech savvy, able to work on cloud based systems, has used AI to support finding answers. High attention to detail and accuracy. Confident written and verbal skills, confident to communicate directly with clients on customer service queries. A desire to excel at what you do. An interest in financial products (e.g. pensions, ISAs, investments). A self learner who wants to read about industry articles and later take up supported study for exams to progress in their career. Prior experience in a financial planning, wealth/asset management or similar firm would get you reviewed quickly. Experience in financial services or accountancy is desirable. Benefits Competitive Pension Scheme - we contribute 6%, you 3% 26 days holiday plus bank holidays Private Medical Insurance Life Assurance (4x) Group Income Protection Work From Anywhere policy Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Apr 14, 2026
Full time
Career This is a great entry level role into Financial Planning. You will support Financial Planners with administrative needs and if you do a great job you have this potential career path: Step 1 - Client Advisor Support (CAS) - Regulated Administrative support to front office. Step 2 - Paraplanner - support financial planners by doing much of the technical, analytical, and preparatory work involved in financial planning. Step 3 - Financial Planning Associate - support Financial Planners in the provision of high quality financial planning - shadow and learn their ways! Step 4 - Financial Planner - a key revenue generator for our business, provide advice to create financial plans for our clients to achieve their financial goals. Careers can twist and turn according to your capabilities, you might instead wish to progress into management of any one trade, or move to a corporate role such as compliance, but CAS is a great induction point to getting started on our career ladder and we love to promote from within! This is a fixed term role until the end of 2026. However, we are a growing firm and there are many opportunities that come up, especially if you are mobile within our Northern offices. Accountabilities This position ensures planners can focus on client relationships and strategic advice by managing the administrative tasks that underpin high quality financial planning. The role organises into two distinct objectives: Client Administration Ensure all client reviews have a corresponding suitability report and are sent to the client. Any reviews which are viewed as outstanding will need to be chased and escalated when required. Process new business, applications, and provider paperwork accurately and on time. Reconcile all client fees monthly and ensure timely payment to Financial Planners by collaborating with Finance and the Financial Planner. Maintain our CRM (Client Centre) and ensure data is up to date and compliant. All client files should be regularly maintained and updated. Financial Planner Enablement Assist Financial Planners with the scheduling of annual reviews and preparation for meetings. Assist Financial Planners managing and building their client banks, ensuring all clients are correctly segmented, client data is kept up to date with any changes, and a good level of service is consistently provided to the client. Maintain strong relationships with both the Financial Planners and their clients. Ensuring that all post meeting requirements are actioned promptly within agreed SLA's. Skills and Experience Tech savvy, able to work on cloud based systems, has used AI to support finding answers. High attention to detail and accuracy. Confident written and verbal skills, confident to communicate directly with clients on customer service queries. A desire to excel at what you do. An interest in financial products (e.g. pensions, ISAs, investments). A self learner who wants to read about industry articles and later take up supported study for exams to progress in their career. Prior experience in a financial planning, wealth/asset management or similar firm would get you reviewed quickly. Experience in financial services or accountancy is desirable. Benefits Competitive Pension Scheme - we contribute 6%, you 3% 26 days holiday plus bank holidays Private Medical Insurance Life Assurance (4x) Group Income Protection Work From Anywhere policy Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Revenue Lodgements Administrator - 6 month fixed term contract Plymouth, Hybrid Working About Succession Wealth Succession Wealth is one of the UK's leading independent wealth management and financial planning groups. We're committed to delivering a highly personalised service that helps clients achieve financial confidence and long term security. With a collaborative culture and a focus on continuous improvement, we empower our people to grow, contribute, and thrive. Why This Role Matters Our Revenue Team plays a vital role in ensuring that adviser remuneration and business income are processed smoothly, accurately, and efficiently. As a Revenue Lodgements Administrator, you'll help maintain the integrity of our revenue data, support the end to end lodgement workflow, and contribute to seamless financial operations that underpin the wider business. This is an excellent opportunity for someone looking to build a career in finance or administration within a supportive, forward thinking environment. What You'll Do Revenue Processing & Data Management Accurately input and update plan and fee information within our back office system. Work through structured task lists to ensure timely progression of all revenue lodgements. Maintain clear, well organised records that support financial accuracy and compliance. Collaboration & Stakeholder Support Communicate regularly with Client Delivery teams to gather information and progress cases efficiently. Build positive working relationships across Finance and wider business teams. Support the Central Finance Team with project work that enhances data quality and process flow. Continuous Improvement & Financial Control Contribute to the smooth management of outstanding revenue items by identifying and progressing aged balances. Uphold financial control procedures to ensure completeness and accuracy of revenue data. Share ideas for improving efficiency, strengthening processes, and optimising system use. Escalate system or data queries promptly to ensure strong workflow continuity. What You'll Bring Confidence handling numerical information with accuracy and attention to detail. Proficiency in Microsoft Excel and comfort working with data driven processes. Strong organisational skills, with the ability to manage multiple tasks and meet agreed timeframes. A collaborative approach, with clear written and verbal communication skills. A proactive, problem solving mindset and enthusiasm for learning and continuous improvement. Previous administrative experience is helpful but not essential - what matters most is your drive to develop and contribute. Why Join Us At Succession Wealth, you'll be part of a supportive team where your development truly matters. We offer: A hybrid working model that supports balance and wellbeing. A collaborative finance community invested in your progression. Opportunities to get involved in improvement projects and gain exposure across the business. A welcoming culture built on care, integrity, and empowerment. What you can expect from us: Acompetitive salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Apr 13, 2026
Full time
Revenue Lodgements Administrator - 6 month fixed term contract Plymouth, Hybrid Working About Succession Wealth Succession Wealth is one of the UK's leading independent wealth management and financial planning groups. We're committed to delivering a highly personalised service that helps clients achieve financial confidence and long term security. With a collaborative culture and a focus on continuous improvement, we empower our people to grow, contribute, and thrive. Why This Role Matters Our Revenue Team plays a vital role in ensuring that adviser remuneration and business income are processed smoothly, accurately, and efficiently. As a Revenue Lodgements Administrator, you'll help maintain the integrity of our revenue data, support the end to end lodgement workflow, and contribute to seamless financial operations that underpin the wider business. This is an excellent opportunity for someone looking to build a career in finance or administration within a supportive, forward thinking environment. What You'll Do Revenue Processing & Data Management Accurately input and update plan and fee information within our back office system. Work through structured task lists to ensure timely progression of all revenue lodgements. Maintain clear, well organised records that support financial accuracy and compliance. Collaboration & Stakeholder Support Communicate regularly with Client Delivery teams to gather information and progress cases efficiently. Build positive working relationships across Finance and wider business teams. Support the Central Finance Team with project work that enhances data quality and process flow. Continuous Improvement & Financial Control Contribute to the smooth management of outstanding revenue items by identifying and progressing aged balances. Uphold financial control procedures to ensure completeness and accuracy of revenue data. Share ideas for improving efficiency, strengthening processes, and optimising system use. Escalate system or data queries promptly to ensure strong workflow continuity. What You'll Bring Confidence handling numerical information with accuracy and attention to detail. Proficiency in Microsoft Excel and comfort working with data driven processes. Strong organisational skills, with the ability to manage multiple tasks and meet agreed timeframes. A collaborative approach, with clear written and verbal communication skills. A proactive, problem solving mindset and enthusiasm for learning and continuous improvement. Previous administrative experience is helpful but not essential - what matters most is your drive to develop and contribute. Why Join Us At Succession Wealth, you'll be part of a supportive team where your development truly matters. We offer: A hybrid working model that supports balance and wellbeing. A collaborative finance community invested in your progression. Opportunities to get involved in improvement projects and gain exposure across the business. A welcoming culture built on care, integrity, and empowerment. What you can expect from us: Acompetitive salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
9-month FTC £Competitive + excellent benefits We're looking for a Pension Administrator to join our specialist team at FNZ. Whether you already have some experience working with pensions or you're looking for your next step in financial services, this is a great opportunity to build a long-term career in a supportive and fast-paced environment. What you'll be doing: As a Pension Administrator, you'll support the day-to-day management of Self-Invested Personal Pensions (SIPPs), ensuring that all client needs and regulatory requirements are met accurately and on time. Your role will include: Responding to emails and calls from clients, advisers, and internal teams Preparing valuations, drawdown calculations, and quotations Monitoring pension scheme bank accounts and logging transactions Keeping scheme records and client files organised and up to date Making sure all work is carried out in line with compliance rules and company procedures Assisting with departmental duties and supporting your colleagues where needed Taking part in performance reviews, ongoing training, and knowledge developmentYou'll work closely with your team leader and department head, managing your own workload while having support available when needed. What we're looking for: You don't need to be an expert on pensions - we'll provide training to help you learn. We're looking for someone who brings: Strong attention to detail Good written and verbal communication skills A highly organised and proactive approach to work Confidence working with numbers and documents A willingness to learn and develop in financial servicesExperience in pension administration, with knowledge of SIPP products is a plus - but not essential. Global leader in investment platform technology and services Structured training and long-term career development Collaborative and inclusive culture Competitive salary and benefits packageApply today to join FNZ as a Pension Administrator and build your future in financial services. About FNZ FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with the world's leading financial institutions, with over US$2.2 trillion in assets on platform (AoP). Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future. Pension Administrator Nottingham Hybrid
Apr 09, 2026
Full time
9-month FTC £Competitive + excellent benefits We're looking for a Pension Administrator to join our specialist team at FNZ. Whether you already have some experience working with pensions or you're looking for your next step in financial services, this is a great opportunity to build a long-term career in a supportive and fast-paced environment. What you'll be doing: As a Pension Administrator, you'll support the day-to-day management of Self-Invested Personal Pensions (SIPPs), ensuring that all client needs and regulatory requirements are met accurately and on time. Your role will include: Responding to emails and calls from clients, advisers, and internal teams Preparing valuations, drawdown calculations, and quotations Monitoring pension scheme bank accounts and logging transactions Keeping scheme records and client files organised and up to date Making sure all work is carried out in line with compliance rules and company procedures Assisting with departmental duties and supporting your colleagues where needed Taking part in performance reviews, ongoing training, and knowledge developmentYou'll work closely with your team leader and department head, managing your own workload while having support available when needed. What we're looking for: You don't need to be an expert on pensions - we'll provide training to help you learn. We're looking for someone who brings: Strong attention to detail Good written and verbal communication skills A highly organised and proactive approach to work Confidence working with numbers and documents A willingness to learn and develop in financial servicesExperience in pension administration, with knowledge of SIPP products is a plus - but not essential. Global leader in investment platform technology and services Structured training and long-term career development Collaborative and inclusive culture Competitive salary and benefits packageApply today to join FNZ as a Pension Administrator and build your future in financial services. About FNZ FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with the world's leading financial institutions, with over US$2.2 trillion in assets on platform (AoP). Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future. Pension Administrator Nottingham Hybrid
Client Delivery Lead (Financial Services Administrator) 12 Month maternity cover contract Hybrid working - Succession Wealth Amersham Succession Wealth, part of the Aviva Group, is one of the UK's leading independent financial planning and wealth management organisations. We're dedicated to empowering people to take control of their financial future. Through personalised advice, long term relationships and a commitment to exceptional client service, we help individuals, families and businesses build confidence in their financial wellbeing. Our people are at the heart of this mission - working collaboratively, acting with integrity, and always putting clients first. The role: The primary purpose of the Client Delivery Lead role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: Competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Apr 08, 2026
Full time
Client Delivery Lead (Financial Services Administrator) 12 Month maternity cover contract Hybrid working - Succession Wealth Amersham Succession Wealth, part of the Aviva Group, is one of the UK's leading independent financial planning and wealth management organisations. We're dedicated to empowering people to take control of their financial future. Through personalised advice, long term relationships and a commitment to exceptional client service, we help individuals, families and businesses build confidence in their financial wellbeing. Our people are at the heart of this mission - working collaboratively, acting with integrity, and always putting clients first. The role: The primary purpose of the Client Delivery Lead role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: Competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Farnham Hybrid working - 3 days in office £28,000-33,000pa DOE Full-time, 37.5 hours We are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We're proud that we've been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £10 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? The role will report to the Advice Delivery Manager, and the key areas of the role are as follows: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Learning about Saltus Core Values and products/services Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time What sort of person are you looking for? The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience. Knowledge of investment products ISAs, GIAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A self starter, who owns own development journey Where will I be working? We are looking for someone to be based out of our Farnham office, and offer hybrid working, which includes 3 days in the office, with the remainder at home. We're incredibly flexible about when and how you work: we don't want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they're looking for. We are passionate about championing flexible working for our people, so if there's a slightly different working pattern that you're looking for, then please come and have a chat to us about it! What benefits do I get when working for Saltus? The salary is between £28,000 - £33,000pa depending on experience, alongside 25 days' holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you'll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 450+ people. We work hard, but we have an awful lot of fun along the way. If you think you'd like to come and join us, then please do get in touch we'd love to hear from you!
Apr 07, 2026
Full time
Farnham Hybrid working - 3 days in office £28,000-33,000pa DOE Full-time, 37.5 hours We are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We're proud that we've been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £10 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? The role will report to the Advice Delivery Manager, and the key areas of the role are as follows: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Learning about Saltus Core Values and products/services Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time What sort of person are you looking for? The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience. Knowledge of investment products ISAs, GIAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A self starter, who owns own development journey Where will I be working? We are looking for someone to be based out of our Farnham office, and offer hybrid working, which includes 3 days in the office, with the remainder at home. We're incredibly flexible about when and how you work: we don't want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they're looking for. We are passionate about championing flexible working for our people, so if there's a slightly different working pattern that you're looking for, then please come and have a chat to us about it! What benefits do I get when working for Saltus? The salary is between £28,000 - £33,000pa depending on experience, alongside 25 days' holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you'll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 450+ people. We work hard, but we have an awful lot of fun along the way. If you think you'd like to come and join us, then please do get in touch we'd love to hear from you!
