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Reed
Ifa Administrator
Reed Fareham, Hampshire
IFA Administrator A great opportunity to join a growing UK financial services business, providing vital support to advisers and clients. This role suits someone organised, proactive, and looking to build a long-term career in financial planning. The Role You will be part of a supportive Client Services team, responsible for delivering high-quality administrative and customer support. Key responsibilities include: Processing new business applications Managing and updating client records Chasing providers and supporting client requests Handling incoming calls and client queries Assisting advisers with trades, meeting preparation, and documentation Ensuring all files and tasks are completed accurately and on time What We're Looking For Strong communication and organisational skills A customer-focused mindset Confidence using technology Ability to prioritise and work as part of a team Experience with financial planning systems is advantageous but not essential. Benefits Up to £30,000 salary + discretionary annual bonus Hybrid working (2-3 days in office) 26 days holiday + bank holidays + your birthday off 5% flexible benefits allowance (extra holiday, medical, dental, life cover etc.) Aegon pension (auto-enrolment) Extra Christmas leave at company discretion Employee Benefit Trust membership (share in future private equity exit) Full exam support - funded exams, materials, study day & salary increases for AF passes 3-month probation 2-month notice period If you feel your experiences align with the above, please apply below
Mar 19, 2026
Full time
IFA Administrator A great opportunity to join a growing UK financial services business, providing vital support to advisers and clients. This role suits someone organised, proactive, and looking to build a long-term career in financial planning. The Role You will be part of a supportive Client Services team, responsible for delivering high-quality administrative and customer support. Key responsibilities include: Processing new business applications Managing and updating client records Chasing providers and supporting client requests Handling incoming calls and client queries Assisting advisers with trades, meeting preparation, and documentation Ensuring all files and tasks are completed accurately and on time What We're Looking For Strong communication and organisational skills A customer-focused mindset Confidence using technology Ability to prioritise and work as part of a team Experience with financial planning systems is advantageous but not essential. Benefits Up to £30,000 salary + discretionary annual bonus Hybrid working (2-3 days in office) 26 days holiday + bank holidays + your birthday off 5% flexible benefits allowance (extra holiday, medical, dental, life cover etc.) Aegon pension (auto-enrolment) Extra Christmas leave at company discretion Employee Benefit Trust membership (share in future private equity exit) Full exam support - funded exams, materials, study day & salary increases for AF passes 3-month probation 2-month notice period If you feel your experiences align with the above, please apply below
Transact
Document Management Administrator
Transact
Are you looking for your first step into the financial services industry? We are currently recruiting for two Document Management Administrators to join our team, one on a permanent basis and one 12-month FTC. This is ideal for an entry level candidate looking to kickstart their career in finance. At Transact, you can expect to be invested in. We want you to be the best you can be and we provide you with the learning and development to achieve this. As a Document Management Administrator you will have the opportunity to learn our business from the inside out - learning about our culture, values and how we provide the award winning customer service we are well known for. As a Document Management Administrator you will be an integral part of the Client Operations department. Within this role you will be exposed to each department in the business, building important relationships internally. Working as part of a team your main tasks will be: Document Management Managing all incoming post by ensuring that documents received are converted electronically using our in house system and forwarded to the correct department Managing all outgoing post by ensuring that documents are sent in the manner requested and that adequate records are kept. Developing internal relationships with key departments to ensure that work flows to relevant areas effectively and efficiently. Accurate and efficient completion of transfer out related paperwork Other tasks Operate the main switchboard, answering calls promptly and professionally. Triage and transfer calls to appropriate departments or individuals, ensuring a high level of customer service. Build effective relationships with team members. Build internal relationships, communicate pro-actively and resolve escalated issues. Please note this role will be predominately based in our London office but there will be opportunity to work remotely up to twice a week, dependent on business resource requirements. To start your career in the financial services industry as part of the Transact team we are looking for individuals with enthusiasm, a real customer focus and a passion for the investments and finance industry. Previous experience working in the financial services industry is not essential but we are looking for candidates with a genuine interest in starting a career in this sector. You must have a minimum of 6 GCSE's to be considered, with a minimum grade C/4 or above in Maths and English In return for your hard work we offer a comprehensive training and induction process, great company culture, a competitive base salary, discretionary company bonus scheme, 25 days annual leave, season ticket loan, BUPA health insurance and sponsorship of key professional qualifications. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
Mar 19, 2026
Full time
Are you looking for your first step into the financial services industry? We are currently recruiting for two Document Management Administrators to join our team, one on a permanent basis and one 12-month FTC. This is ideal for an entry level candidate looking to kickstart their career in finance. At Transact, you can expect to be invested in. We want you to be the best you can be and we provide you with the learning and development to achieve this. As a Document Management Administrator you will have the opportunity to learn our business from the inside out - learning about our culture, values and how we provide the award winning customer service we are well known for. As a Document Management Administrator you will be an integral part of the Client Operations department. Within this role you will be exposed to each department in the business, building important relationships internally. Working as part of a team your main tasks will be: Document Management Managing all incoming post by ensuring that documents received are converted electronically using our in house system and forwarded to the correct department Managing all outgoing post by ensuring that documents are sent in the manner requested and that adequate records are kept. Developing internal relationships with key departments to ensure that work flows to relevant areas effectively and efficiently. Accurate and efficient completion of transfer out related paperwork Other tasks Operate the main switchboard, answering calls promptly and professionally. Triage and transfer calls to appropriate departments or individuals, ensuring a high level of customer service. Build effective relationships with team members. Build internal relationships, communicate pro-actively and resolve escalated issues. Please note this role will be predominately based in our London office but there will be opportunity to work remotely up to twice a week, dependent on business resource requirements. To start your career in the financial services industry as part of the Transact team we are looking for individuals with enthusiasm, a real customer focus and a passion for the investments and finance industry. Previous experience working in the financial services industry is not essential but we are looking for candidates with a genuine interest in starting a career in this sector. You must have a minimum of 6 GCSE's to be considered, with a minimum grade C/4 or above in Maths and English In return for your hard work we offer a comprehensive training and induction process, great company culture, a competitive base salary, discretionary company bonus scheme, 25 days annual leave, season ticket loan, BUPA health insurance and sponsorship of key professional qualifications. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
Greaves Recruitment Solutions
Internal Administrator
Greaves Recruitment Solutions Sheffield, Yorkshire
Company Profile: Part of a larger packaging solutions provider this arm of the business is responsible for safe, secure logistics in transit. Title: Internal Administrator Salary: Up to £28,000 Purpose of job: We are looking to appoint an Internal Administrator to support our External Specialists and the wider team. This is a key technical and customer-focused support role, acting as the link between customers, the external specialist, and our internal sales and operations teams. You will play a vital part in providing technical advice, preparing quotations, analysing applications, and ensuring customers receive the safest and most effective strapping solutions. Full training will be provided - this role would suit someone with a technical, analytical or customer-focused background, or an individual looking to develop a specialist career with us. Key Accountabilities: Act as the primary internal support for the External Specialists Work closely with customers and the external specialist to understand: Current strapping methods Load type, transit cycle and application Existing issues, risks or inefficiencies Identify sales patterns and pro-actively contact customers Prepare and invoice annual tooling contracts Prepare technical proposals, quotations and recommendations for: Sale or rental of strapping tools Strapping materials and ancillaries Export products (Ty-Gard, Slip sheets and Dunnage bags) Provide guidance on best practice, operational improvement and health & safety compliance Analyse data from tensile testing and customer applications, supporting written reports and recommendations Maintain accurate records, reports and customer documentation Support external sales pipeline activity by responding to enquiries and assisting with follow-up activity and proactively Maintain product knowledge across their Pallet Stability range including tools, strapping types, export products and ad hoc new product lines Support awareness and understanding of EUMOS 40509:2020 and load stability requirements Assist with market intelligence, competitor feedback and product development insights Provide general technical and administrative support to the SPS team as required Knowledge Previous experience in strapping, packaging, engineering or technical sales is advantageous but not essential Full training will be provided - a positive attitude and willingness to learn is key Experience Experience in a customer-facing, technical support, sales support or operational role preferred Exposure to industrial or manufacturing environments would be beneficial Skills & Competences: Strong written and verbal communication skills Ability to explain technical information clearly and confidently Good analytical and problem-solving skills High level of numeracy and attention to detail Confident using Microsoft Excel, Word and PowerPoint Well organised with strong planning and time-management skills Able to work independently and as part of a team Proactive, improvement-focused and customer-centric Positive, can-do attitude Education Good standard of Maths and English essential (reports, analysis and written feedback form a key part of the role) Would suit a technically minded or analytical individual Why Join the company? Specialist technical training and development Opportunity to build a long-term career in a growing, expert team Exposure to customers, innovation and industry best practice Supportive team environment within the wider Group If you feel you have the right skill set and attributes for this role and that it's the challenge, you are looking for then please contact us on a confidential basis or apply via the website.
Mar 19, 2026
Full time
Company Profile: Part of a larger packaging solutions provider this arm of the business is responsible for safe, secure logistics in transit. Title: Internal Administrator Salary: Up to £28,000 Purpose of job: We are looking to appoint an Internal Administrator to support our External Specialists and the wider team. This is a key technical and customer-focused support role, acting as the link between customers, the external specialist, and our internal sales and operations teams. You will play a vital part in providing technical advice, preparing quotations, analysing applications, and ensuring customers receive the safest and most effective strapping solutions. Full training will be provided - this role would suit someone with a technical, analytical or customer-focused background, or an individual looking to develop a specialist career with us. Key Accountabilities: Act as the primary internal support for the External Specialists Work closely with customers and the external specialist to understand: Current strapping methods Load type, transit cycle and application Existing issues, risks or inefficiencies Identify sales patterns and pro-actively contact customers Prepare and invoice annual tooling contracts Prepare technical proposals, quotations and recommendations for: Sale or rental of strapping tools Strapping materials and ancillaries Export products (Ty-Gard, Slip sheets and Dunnage bags) Provide guidance on best practice, operational improvement and health & safety compliance Analyse data from tensile testing and customer applications, supporting written reports and recommendations Maintain accurate records, reports and customer documentation Support external sales pipeline activity by responding to enquiries and assisting with follow-up activity and proactively Maintain product knowledge across their Pallet Stability range including tools, strapping types, export products and ad hoc new product lines Support awareness and understanding of EUMOS 40509:2020 and load stability requirements Assist with market intelligence, competitor feedback and product development insights Provide general technical and administrative support to the SPS team as required Knowledge Previous experience in strapping, packaging, engineering or technical sales is advantageous but not essential Full training will be provided - a positive attitude and willingness to learn is key Experience Experience in a customer-facing, technical support, sales support or operational role preferred Exposure to industrial or manufacturing environments would be beneficial Skills & Competences: Strong written and verbal communication skills Ability to explain technical information clearly and confidently Good analytical and problem-solving skills High level of numeracy and attention to detail Confident using Microsoft Excel, Word and PowerPoint Well organised with strong planning and time-management skills Able to work independently and as part of a team Proactive, improvement-focused and customer-centric Positive, can-do attitude Education Good standard of Maths and English essential (reports, analysis and written feedback form a key part of the role) Would suit a technically minded or analytical individual Why Join the company? Specialist technical training and development Opportunity to build a long-term career in a growing, expert team Exposure to customers, innovation and industry best practice Supportive team environment within the wider Group If you feel you have the right skill set and attributes for this role and that it's the challenge, you are looking for then please contact us on a confidential basis or apply via the website.
Turner Wise
Office Administrator
Turner Wise
We are working with a lovely high end client who are now looking for a Property Administrator in Kensington! Working in a lively and busy team you would be integral to the department! Taking responsibility for the property administration within the Kensington office. This position is a fast paced role requiring proficient skills at multi tasking, prioritising workflow and coordinating a variety of contracts, invoices, diaries and more! Diary Management Booking appointments with client and confirming via email. Answering phone calls. Distributing sales enquiries via call-in and email accounts. Documentation Management Working alongside sales negotiators to ensure they have relevant and updated documentation. Starting from Market Appraisal documents, Terms and Conditions, Contracts, Offer Letters, Memorandum of Sales and Offer Letters. Ensuring we have the correct due diligence and coordinating with our anti-money laundering department. Creating invoices and sending these internally to the Finance Department as well as externally to clients. Department Coordination Active tracking of sales process for each property. Ensure checklist and our internal system if up to date Actively working with other departments of the company to ensure we have streamlined and synchronized processes Preparation for weekly department meeting Registering keys and viewing arrangements on our computer system and keeping it up to date Managing the completion of properties according to the company procedure Arranging company monthly meetings and sending email reminders Producing department monthly meeting reports If this role sounds like you, please contact us today!
Mar 19, 2026
Full time
We are working with a lovely high end client who are now looking for a Property Administrator in Kensington! Working in a lively and busy team you would be integral to the department! Taking responsibility for the property administration within the Kensington office. This position is a fast paced role requiring proficient skills at multi tasking, prioritising workflow and coordinating a variety of contracts, invoices, diaries and more! Diary Management Booking appointments with client and confirming via email. Answering phone calls. Distributing sales enquiries via call-in and email accounts. Documentation Management Working alongside sales negotiators to ensure they have relevant and updated documentation. Starting from Market Appraisal documents, Terms and Conditions, Contracts, Offer Letters, Memorandum of Sales and Offer Letters. Ensuring we have the correct due diligence and coordinating with our anti-money laundering department. Creating invoices and sending these internally to the Finance Department as well as externally to clients. Department Coordination Active tracking of sales process for each property. Ensure checklist and our internal system if up to date Actively working with other departments of the company to ensure we have streamlined and synchronized processes Preparation for weekly department meeting Registering keys and viewing arrangements on our computer system and keeping it up to date Managing the completion of properties according to the company procedure Arranging company monthly meetings and sending email reminders Producing department monthly meeting reports If this role sounds like you, please contact us today!
Blakemore Recruitment
IFA Administrator
Blakemore Recruitment Welwyn Garden City, Hertfordshire
IFA Administrator Location: Welwyn Garden City Contract Type: Full-time Are you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We're recruiting a IFA Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners. About the Role As an IFA Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you'll be a critical part of ensuring clients receive a seamless, positive experience. This is an excellent opportunity for someone looking to build or develop a career within financial services administration. Key Responsibilities Onboard, update and maintain accurate, compliant client records across internal systems Prepare documentation and information for client meetings Monitor new and existing client transactions, ensuring timely and accurate completion Process new business efficiently and effectively Translate financial documentation for clients where required Produce high-quality letters, emails, and financial paperwork with excellent attention to detail Handle queries and calls in line with company standards, escalating where appropriate Prioritise workloads to meet deadlines and agreed service levels Resolve income reconciliation, finance, or tax-related queries Ensure all work adheres to company policies, procedures, and compliance standards Embed a client-first culture throughout every interaction In Senior positions , responsibilities may also include: Managing more complex cases and supporting the development of junior team members Contributing to departmental projects and process improvements Assisting the Client Services Manager in overseeing workloads and resolving procedural matters Supporting with complaint identification and investigation Taking responsibility for local health & safety and facilities requirements Deputising for the Client Services Manager when required Key Relationships You will work closely with: Client Services team Financial Planning team Paraplanners Central Services functions Skills & Experience Essential: Strong attention to detail and high level of accuracy Excellent knowledge of iO and Excel Ability to work under pressure and meet deadlines Confident communicator, both written and verbal Strong team player Desirable: Broad knowledge of the financial services sector Understanding of FCA regulations
Mar 19, 2026
Full time
IFA Administrator Location: Welwyn Garden City Contract Type: Full-time Are you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We're recruiting a IFA Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners. About the Role As an IFA Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you'll be a critical part of ensuring clients receive a seamless, positive experience. This is an excellent opportunity for someone looking to build or develop a career within financial services administration. Key Responsibilities Onboard, update and maintain accurate, compliant client records across internal systems Prepare documentation and information for client meetings Monitor new and existing client transactions, ensuring timely and accurate completion Process new business efficiently and effectively Translate financial documentation for clients where required Produce high-quality letters, emails, and financial paperwork with excellent attention to detail Handle queries and calls in line with company standards, escalating where appropriate Prioritise workloads to meet deadlines and agreed service levels Resolve income reconciliation, finance, or tax-related queries Ensure all work adheres to company policies, procedures, and compliance standards Embed a client-first culture throughout every interaction In Senior positions , responsibilities may also include: Managing more complex cases and supporting the development of junior team members Contributing to departmental projects and process improvements Assisting the Client Services Manager in overseeing workloads and resolving procedural matters Supporting with complaint identification and investigation Taking responsibility for local health & safety and facilities requirements Deputising for the Client Services Manager when required Key Relationships You will work closely with: Client Services team Financial Planning team Paraplanners Central Services functions Skills & Experience Essential: Strong attention to detail and high level of accuracy Excellent knowledge of iO and Excel Ability to work under pressure and meet deadlines Confident communicator, both written and verbal Strong team player Desirable: Broad knowledge of the financial services sector Understanding of FCA regulations
Pertemps Wolverhampton Industrial
Administrator
Pertemps Wolverhampton Industrial Wolverhampton, Staffordshire
Job Title: Administrative Assistant Location: Wolverhampton Hours: Monday to Friday (8:30am - 4:30pm) Pay Rate: £12.71 - £13.50ph About the role: Pertemps are currently recruiting for an experienced Administrative Assistant on behalf of a well-established and growing business based in Wolverhampton. This is an excellent opportunity to join a supportive, close-knit team in a role that offers long-term potential, with the opportunity to secure a permanent position. This is a varied and hands-on role where attention to detail, organisation, and teamwork are key. You will be supporting the day-to-day running of the office and ensuring administrative processes are carried out efficiently and accurately. Key Responsibilities: • Providing general administrative support across the business • Accurate data entry and maintaining up-to-date records • Managing and organising filing systems (electronic and paper-based) • Handling sensitive documentation with confidentiality • Supporting colleagues and assisting with ad-hoc administrative tasks • Ensuring processes are followed with accuracy and consistency Candidate Requirements: • Previous experience in an administrative role is essential • Strong attention to detail and a high level of accuracy • Confident with data entry and record keeping • Experience managing filing systems • Good communication and organisational skills • Proficient in Microsoft Office and general office systems • Ability to work both independently and as part of a team What's on Offer: • Hourly rate of £12.71 - £13.50 • Flexible working hours to suit the right candidate • Monday to Friday - no weekends • Opportunity to secure a permanent position • Friendly, supportive working environment Apply Now If you are looking for your next opportunity, apply today or contact Pertemps for more information.
Mar 19, 2026
Full time
Job Title: Administrative Assistant Location: Wolverhampton Hours: Monday to Friday (8:30am - 4:30pm) Pay Rate: £12.71 - £13.50ph About the role: Pertemps are currently recruiting for an experienced Administrative Assistant on behalf of a well-established and growing business based in Wolverhampton. This is an excellent opportunity to join a supportive, close-knit team in a role that offers long-term potential, with the opportunity to secure a permanent position. This is a varied and hands-on role where attention to detail, organisation, and teamwork are key. You will be supporting the day-to-day running of the office and ensuring administrative processes are carried out efficiently and accurately. Key Responsibilities: • Providing general administrative support across the business • Accurate data entry and maintaining up-to-date records • Managing and organising filing systems (electronic and paper-based) • Handling sensitive documentation with confidentiality • Supporting colleagues and assisting with ad-hoc administrative tasks • Ensuring processes are followed with accuracy and consistency Candidate Requirements: • Previous experience in an administrative role is essential • Strong attention to detail and a high level of accuracy • Confident with data entry and record keeping • Experience managing filing systems • Good communication and organisational skills • Proficient in Microsoft Office and general office systems • Ability to work both independently and as part of a team What's on Offer: • Hourly rate of £12.71 - £13.50 • Flexible working hours to suit the right candidate • Monday to Friday - no weekends • Opportunity to secure a permanent position • Friendly, supportive working environment Apply Now If you are looking for your next opportunity, apply today or contact Pertemps for more information.
Right Now Group
Logistics Administrator
Right Now Group Slough, Berkshire
Right Now Group are recruiting for a highly organised and customer-focused Logistics Administrator to join our client's team in Slough. This role is key to supporting the coordination and delivery of logistics services, ensuring operations run smoothly and efficiently. As a Logistics Administrator, you will manage routine orders, coordinate collections, liaise with clients and subcontractors, and ensure all services are delivered in line with agreed Service Level Agreements (SLAs). You will play a vital role in maintaining high service standards and supporting operational success. Key Responsibilities Coordinate and schedule collections in accordance with Statements of Work (SOW), Work Orders (WO), and Service Agreements (SA). Liaise with logistics providers, subcontractors, and internal Operations teams to ensure timely and accurate service delivery. Obtain and manage freight quotations, approvals, shipping documentation, and order updates within internal systems. Communicate proactively with clients regarding collections and deliveries, resolving any logistics-related queries or issues. Maintain accurate records across task management and ERP systems. Collaborate with cross-functional teams to ensure client deadlines and service requirements are met. Working Pattern Monday to Friday (3 days office-based, 2 days remote) 08:30 - 17:00 (30-minute break) Hourly Rate £14.50 Requirements Minimum of 2 years' experience in logistics, administration, or customer service. Strong organisational skills with the ability to multitask effectively. Excellent written and verbal communication skills. Experience working with logistics carriers (desirable). Proficient in Microsoft Office and order management/ERP systems. Ability to work under pressure and meet tight deadlines. High level of accuracy and attention to detail. Proactive approach with strong problem-solving skills. Commitment to quality, safety, and continuous improvement. Ability to build and maintain positive working relationships with internal and external stakeholders. This is an excellent opportunity for a motivated logistics professional looking to join a dynamic and supportive team. The Employment Agencies Act (EAA) is a piece of legislation which sets a minimum standard of conduct for recruitment agencies in the UK. What does the EAA mean for me? The Act aims to protect the best interests of you as a candidate, as well as the interests of the hirer. Additionally, the regulations provide added protection for jobseekers and companies using the services of recruiters and stipulate how recruitment businesses should operate. As part of meeting these regulations, you will need to provide us with some simple information, including but not limited to: Proof of identification - if you apply for a job through us, we are required to ask you to provide proof of identification. We may also ask you for evidence of any training or qualifications that are mandatory for specific positions with particular companies. Referees - we will ask you for two references or two referees that we can contact on your behalf in accordance with Recruitment Employment Confederation (REC) guidelines. This information may then be passed on to a future possible employer, once you have given your permission. Informing you of Health & Safety practices As well as providing you with factual and detailed information about a vacancy, we will share with you any Health & Safety documentation/requirements that the end employer has provided to us. Limited Company contractors If you are a Limited Company contractor, you can 'opt out' of the regulations. Whilst the regulations have been conceived to ensure greater legislative protection for candidates, there may be issues which conflict with the spirit of the IR35 rules. Opting out of the regulations will have benefits if you decide that you want to be considered self-employed. This will mean you will not be afforded the same protection as that of our PAYE workers but does bring you a step closer to being seen as genuinely self-employed and therefore could be viewed as outside the scope of the IR35 tax rules. If you wish to opt-out, you need to do so before your contract starts. To do this, please inform your consultant and sign and return the EAA opt-out form. Please note if we do not receive your signed form then your opt-out will be invalid. For more information on these rules and the implications and benefits of opting out of the Conduct Regulations, please take independent advice from Professional Passport or view the Government guidance - EAA guidance notes.
Mar 19, 2026
Seasonal
Right Now Group are recruiting for a highly organised and customer-focused Logistics Administrator to join our client's team in Slough. This role is key to supporting the coordination and delivery of logistics services, ensuring operations run smoothly and efficiently. As a Logistics Administrator, you will manage routine orders, coordinate collections, liaise with clients and subcontractors, and ensure all services are delivered in line with agreed Service Level Agreements (SLAs). You will play a vital role in maintaining high service standards and supporting operational success. Key Responsibilities Coordinate and schedule collections in accordance with Statements of Work (SOW), Work Orders (WO), and Service Agreements (SA). Liaise with logistics providers, subcontractors, and internal Operations teams to ensure timely and accurate service delivery. Obtain and manage freight quotations, approvals, shipping documentation, and order updates within internal systems. Communicate proactively with clients regarding collections and deliveries, resolving any logistics-related queries or issues. Maintain accurate records across task management and ERP systems. Collaborate with cross-functional teams to ensure client deadlines and service requirements are met. Working Pattern Monday to Friday (3 days office-based, 2 days remote) 08:30 - 17:00 (30-minute break) Hourly Rate £14.50 Requirements Minimum of 2 years' experience in logistics, administration, or customer service. Strong organisational skills with the ability to multitask effectively. Excellent written and verbal communication skills. Experience working with logistics carriers (desirable). Proficient in Microsoft Office and order management/ERP systems. Ability to work under pressure and meet tight deadlines. High level of accuracy and attention to detail. Proactive approach with strong problem-solving skills. Commitment to quality, safety, and continuous improvement. Ability to build and maintain positive working relationships with internal and external stakeholders. This is an excellent opportunity for a motivated logistics professional looking to join a dynamic and supportive team. The Employment Agencies Act (EAA) is a piece of legislation which sets a minimum standard of conduct for recruitment agencies in the UK. What does the EAA mean for me? The Act aims to protect the best interests of you as a candidate, as well as the interests of the hirer. Additionally, the regulations provide added protection for jobseekers and companies using the services of recruiters and stipulate how recruitment businesses should operate. As part of meeting these regulations, you will need to provide us with some simple information, including but not limited to: Proof of identification - if you apply for a job through us, we are required to ask you to provide proof of identification. We may also ask you for evidence of any training or qualifications that are mandatory for specific positions with particular companies. Referees - we will ask you for two references or two referees that we can contact on your behalf in accordance with Recruitment Employment Confederation (REC) guidelines. This information may then be passed on to a future possible employer, once you have given your permission. Informing you of Health & Safety practices As well as providing you with factual and detailed information about a vacancy, we will share with you any Health & Safety documentation/requirements that the end employer has provided to us. Limited Company contractors If you are a Limited Company contractor, you can 'opt out' of the regulations. Whilst the regulations have been conceived to ensure greater legislative protection for candidates, there may be issues which conflict with the spirit of the IR35 rules. Opting out of the regulations will have benefits if you decide that you want to be considered self-employed. This will mean you will not be afforded the same protection as that of our PAYE workers but does bring you a step closer to being seen as genuinely self-employed and therefore could be viewed as outside the scope of the IR35 tax rules. If you wish to opt-out, you need to do so before your contract starts. To do this, please inform your consultant and sign and return the EAA opt-out form. Please note if we do not receive your signed form then your opt-out will be invalid. For more information on these rules and the implications and benefits of opting out of the Conduct Regulations, please take independent advice from Professional Passport or view the Government guidance - EAA guidance notes.
Think Accountancy and Finance
Part Time HR Assistant
Think Accountancy and Finance Amersham, Buckinghamshire
Think Human Resources are seeking a highly organised and proactive Part Time People Assistant / HR Coordinator to provide comprehensive administrative and operational support to a HR function. The company are based in Amersham. This is a temporary role with a view of permanent for the right candidate. The part time hours will be approximately 17.5 hours a week spread across 4 or 5 days. Hybrid working is available after a period of induction. You will play a key role in ensuring that people processes run smoothly, employee records are accurate and compliant, and colleagues receive a high standard of support across the employee lifecycle. This is an excellent opportunity for an experienced HR administrator who enjoys working independently, thrives on detail, and takes pride in delivering a professional and efficient service. Salary will be paid hourly dependent on level of experience. Key Responsibilities HR Administration & Employee Records Maintain and manage employee personnel files, ensuring documentation is accurately stored and organised. Conduct regular audits of employee records to ensure completeness and compliance. Lead the transition of HR paperwork to digital files, ensuring appropriate scanning, storage, and archiving. Prepare and issue contracts, offer letters, amendments, and other employment-related correspondence. HR Systems Management Maintain and update employee data within the HR system, ensuring accuracy and completeness. Improve data quality and address gaps in employee records. Support employee lifecycle updates, including onboarding and leaver processes. Holiday, Absence & Leaver Administration Calculate holiday entitlements and maintain accurate leave records. Manage leaver administration, ensuring documentation and system updates are completed promptly. Support absence management administration and maintain accurate records. Training & Performance Support Assist with the annual appraisal process, ensuring documentation and objectives are recorded and stored correctly. Coordinate training and development sessions and maintain accurate training records. Employee Engagement Support employee engagement initiatives and internal communications. Administer pulse surveys and provide initial analysis and insights. Recruitment & Onboarding Provide recruitment administration, including candidate communications and interview coordination. Support onboarding processes and ensure new starter documentation is complete and accurately recorded. Conduct reference checks and right-to-work checks where required. Compliance & HR Support Maintain accurate and secure records in line with GDPR and internal policies. Support compliance and audit requirements by ensuring HR documentation meets required standards. Assist with benefits and pension administration. Monitor sickness absence reporting and follow up with managers as needed. Prepare engaging PowerPoint presentations for company meetings and training sessions. Support HR projects, policy updates, and organisational change initiatives. Assist with documentation relating to disciplinary, grievance, and performance procedures. Provide ad hoc administrative support to the HR Manager, including diary coordination. You will be: Proactive, reliable, and highly organised Detail-oriented and methodical in your approach Calm under pressure with a solution-focused mindset Professional and discreet, with the ability to handle confidential information A strong communicator with excellent written and verbal skills Able to work both independently and collaboratively Flexible and adaptable to changing priorities Essential Experience & Skills Previous experience in an HR role delivering HR administration and first-line query support Confident user of Microsoft Office (Word, Excel, Outlook, PowerPoint) Experience maintaining and improving data quality within an HR system Ability to work autonomously without close day-to-day supervision Desirable CIPD qualification (or working towards) Experience using Breathe HR (or similar HRIS) Knowledge of employment law and HR best practice Experience supporting compliance processes or audits Think Human Resources is the HR division of Think Specialist Recruitment, an independently owned recruitment business. The HR division is responsible for recruiting permanent, temporary and contract roles within the field of Human Resources including; HR Administrator, HR Assistant, HR Advisor, HR Business Partner, HR Manager, Head of HR, Employee Relations, talent, internal recruitment, Learning and Development, Compensation and Benefits/Reward and Recognition.
Mar 19, 2026
Seasonal
Think Human Resources are seeking a highly organised and proactive Part Time People Assistant / HR Coordinator to provide comprehensive administrative and operational support to a HR function. The company are based in Amersham. This is a temporary role with a view of permanent for the right candidate. The part time hours will be approximately 17.5 hours a week spread across 4 or 5 days. Hybrid working is available after a period of induction. You will play a key role in ensuring that people processes run smoothly, employee records are accurate and compliant, and colleagues receive a high standard of support across the employee lifecycle. This is an excellent opportunity for an experienced HR administrator who enjoys working independently, thrives on detail, and takes pride in delivering a professional and efficient service. Salary will be paid hourly dependent on level of experience. Key Responsibilities HR Administration & Employee Records Maintain and manage employee personnel files, ensuring documentation is accurately stored and organised. Conduct regular audits of employee records to ensure completeness and compliance. Lead the transition of HR paperwork to digital files, ensuring appropriate scanning, storage, and archiving. Prepare and issue contracts, offer letters, amendments, and other employment-related correspondence. HR Systems Management Maintain and update employee data within the HR system, ensuring accuracy and completeness. Improve data quality and address gaps in employee records. Support employee lifecycle updates, including onboarding and leaver processes. Holiday, Absence & Leaver Administration Calculate holiday entitlements and maintain accurate leave records. Manage leaver administration, ensuring documentation and system updates are completed promptly. Support absence management administration and maintain accurate records. Training & Performance Support Assist with the annual appraisal process, ensuring documentation and objectives are recorded and stored correctly. Coordinate training and development sessions and maintain accurate training records. Employee Engagement Support employee engagement initiatives and internal communications. Administer pulse surveys and provide initial analysis and insights. Recruitment & Onboarding Provide recruitment administration, including candidate communications and interview coordination. Support onboarding processes and ensure new starter documentation is complete and accurately recorded. Conduct reference checks and right-to-work checks where required. Compliance & HR Support Maintain accurate and secure records in line with GDPR and internal policies. Support compliance and audit requirements by ensuring HR documentation meets required standards. Assist with benefits and pension administration. Monitor sickness absence reporting and follow up with managers as needed. Prepare engaging PowerPoint presentations for company meetings and training sessions. Support HR projects, policy updates, and organisational change initiatives. Assist with documentation relating to disciplinary, grievance, and performance procedures. Provide ad hoc administrative support to the HR Manager, including diary coordination. You will be: Proactive, reliable, and highly organised Detail-oriented and methodical in your approach Calm under pressure with a solution-focused mindset Professional and discreet, with the ability to handle confidential information A strong communicator with excellent written and verbal skills Able to work both independently and collaboratively Flexible and adaptable to changing priorities Essential Experience & Skills Previous experience in an HR role delivering HR administration and first-line query support Confident user of Microsoft Office (Word, Excel, Outlook, PowerPoint) Experience maintaining and improving data quality within an HR system Ability to work autonomously without close day-to-day supervision Desirable CIPD qualification (or working towards) Experience using Breathe HR (or similar HRIS) Knowledge of employment law and HR best practice Experience supporting compliance processes or audits Think Human Resources is the HR division of Think Specialist Recruitment, an independently owned recruitment business. The HR division is responsible for recruiting permanent, temporary and contract roles within the field of Human Resources including; HR Administrator, HR Assistant, HR Advisor, HR Business Partner, HR Manager, Head of HR, Employee Relations, talent, internal recruitment, Learning and Development, Compensation and Benefits/Reward and Recognition.
Ortus Psr
IFA Administrator
Ortus Psr Newcastle Upon Tyne, Tyne And Wear
IFA Administrator - Whole of Market Wealth Firm, Newcastle An Opportunity for an Experienced IFA Administrator Seeking More Variety and Market Exposure. A well-established, whole of market financial advice firm in Newcastle is looking to appoint an experienced IFA Administrator to support its new business focused IFA's. Salary up to £33,000 + hybrid working 3 days in the office and 2 form home. This role will appeal to administrators who enjoy working across multiple provider platforms, value technical variety, and want to be part of a busy, professional advice environment where no two cases look the same. Unlike restricted models, this firm operates on a whole of market basis - offering broad product access and diverse planning solutions. For an administrator, this means greater exposure, wider platform knowledge and more interesting day-to-day work. Responsibilities include: Processing new business and top-up submissions across a range of provider platforms, ensuring full compliance requirements are met Updating back-office systems and maintaining accurate documentation records Managing fund switches, purchases, sales and client payment requests Supporting asset migration activity, including platform transfers Liaising directly with providers and platforms to track and progress cases Booking annual review meetings and preparing client meeting packs Assisting Advisers in gathering documentation and information ahead of client meetings Why This Role May Appeal This opportunity is particularly attractive to IFA Administrators in Newcastle who: Want to work within a whole of market firm rather than a restricted model Enjoy platform work and technical processing Want exposure to a wide range of providers and investment solutions The role offers the chance to deepen platform expertise and broaden industry exposure within a supportive and structured team. The successful individual will have: Experience within the IFA / financial advice sector Strong experience dealing with provider platforms Excellent organisational and time management skills The ability to prioritise effectively in a busy office The Opportunity This is an excellent opportunity for an experienced IFA Administrator based in Newcastle who wants to join a whole of market advice firm offering genuine variety in platform and product exposure. It represents a stable and long-term career move within a professional, growing financial planning environment. Applications are welcomed from administrators seeking their next step within a dynamic advisory practice.
Mar 18, 2026
Full time
IFA Administrator - Whole of Market Wealth Firm, Newcastle An Opportunity for an Experienced IFA Administrator Seeking More Variety and Market Exposure. A well-established, whole of market financial advice firm in Newcastle is looking to appoint an experienced IFA Administrator to support its new business focused IFA's. Salary up to £33,000 + hybrid working 3 days in the office and 2 form home. This role will appeal to administrators who enjoy working across multiple provider platforms, value technical variety, and want to be part of a busy, professional advice environment where no two cases look the same. Unlike restricted models, this firm operates on a whole of market basis - offering broad product access and diverse planning solutions. For an administrator, this means greater exposure, wider platform knowledge and more interesting day-to-day work. Responsibilities include: Processing new business and top-up submissions across a range of provider platforms, ensuring full compliance requirements are met Updating back-office systems and maintaining accurate documentation records Managing fund switches, purchases, sales and client payment requests Supporting asset migration activity, including platform transfers Liaising directly with providers and platforms to track and progress cases Booking annual review meetings and preparing client meeting packs Assisting Advisers in gathering documentation and information ahead of client meetings Why This Role May Appeal This opportunity is particularly attractive to IFA Administrators in Newcastle who: Want to work within a whole of market firm rather than a restricted model Enjoy platform work and technical processing Want exposure to a wide range of providers and investment solutions The role offers the chance to deepen platform expertise and broaden industry exposure within a supportive and structured team. The successful individual will have: Experience within the IFA / financial advice sector Strong experience dealing with provider platforms Excellent organisational and time management skills The ability to prioritise effectively in a busy office The Opportunity This is an excellent opportunity for an experienced IFA Administrator based in Newcastle who wants to join a whole of market advice firm offering genuine variety in platform and product exposure. It represents a stable and long-term career move within a professional, growing financial planning environment. Applications are welcomed from administrators seeking their next step within a dynamic advisory practice.
Dixon International Group Ltd
HR Officer
Dixon International Group Ltd Cambridge, Cambridgeshire
HR Officer Part Time 3 days per week office based. £40,000 - £48,000 Full Time equivalent. We are looking for an HR Officer to join our friendly family business based in Pampisford, Cambridge. We employ 64 staff in our Manufacturing and Testing business and are looking for someone who can work across the Group ensuring the smooth operation of our HR functions. You will be responsible for recruitment, compliance and record keeping. While providing support to both employees and management. Where specialist HR advice is required, we use a local Solicitors as and when needed. Key Responsibilities Recruitment & Selection: Manage the recruitment process, including posting job ads, screening resumes, coordinating interviews, and issuing offer letters. Employee Relations: Act as a first point of contact for employee queries, providing advice on policies and assisting with performance management or disciplinary issues. Performance & Development: Assist in developing performance review processes and supporting employee growth initiatives. Training: Co-ordination of internal and external staff training. Records: Maintain accurate, confidential employee records. HR Administration & Compliance: Ensure compliance with employment laws and company policies. Required Skills & Qualifications In-depth knowledge of employment law and HR best practices. Experience in a similar medium sized business, where you have been required to work with a degree of autonomy. Proven experience as an HR Officer, Administrator, or in a similar HR role. Excellent communication, interpersonal, and organisational skills. Ability to maintain confidentiality and handle sensitive information. Education Ideally candidates should have CIPD level 5 or above Degree in an associated field or an equivalent qualification from a Professional body Benefits Company Pension Health Insurance Onsite parking 23 days on a pro rata. Plus Bank Holidays About Us We are a family manufacturing company specialising in the production of draught, weather, fire and acoustic seals since 1961. We are based on a 4 acre site in Pampisford with beautiful gardens and ample on site parking. We export our products worldwide and also supply many projects in the Uk - recent examples being Wimbledon Centre Court, Spurs new Football Stand, the Thames Barrier and many more. We are a small and friendly team and as a result have low staff turnover. Apply today with an up to date CV.
Mar 18, 2026
Full time
HR Officer Part Time 3 days per week office based. £40,000 - £48,000 Full Time equivalent. We are looking for an HR Officer to join our friendly family business based in Pampisford, Cambridge. We employ 64 staff in our Manufacturing and Testing business and are looking for someone who can work across the Group ensuring the smooth operation of our HR functions. You will be responsible for recruitment, compliance and record keeping. While providing support to both employees and management. Where specialist HR advice is required, we use a local Solicitors as and when needed. Key Responsibilities Recruitment & Selection: Manage the recruitment process, including posting job ads, screening resumes, coordinating interviews, and issuing offer letters. Employee Relations: Act as a first point of contact for employee queries, providing advice on policies and assisting with performance management or disciplinary issues. Performance & Development: Assist in developing performance review processes and supporting employee growth initiatives. Training: Co-ordination of internal and external staff training. Records: Maintain accurate, confidential employee records. HR Administration & Compliance: Ensure compliance with employment laws and company policies. Required Skills & Qualifications In-depth knowledge of employment law and HR best practices. Experience in a similar medium sized business, where you have been required to work with a degree of autonomy. Proven experience as an HR Officer, Administrator, or in a similar HR role. Excellent communication, interpersonal, and organisational skills. Ability to maintain confidentiality and handle sensitive information. Education Ideally candidates should have CIPD level 5 or above Degree in an associated field or an equivalent qualification from a Professional body Benefits Company Pension Health Insurance Onsite parking 23 days on a pro rata. Plus Bank Holidays About Us We are a family manufacturing company specialising in the production of draught, weather, fire and acoustic seals since 1961. We are based on a 4 acre site in Pampisford with beautiful gardens and ample on site parking. We export our products worldwide and also supply many projects in the Uk - recent examples being Wimbledon Centre Court, Spurs new Football Stand, the Thames Barrier and many more. We are a small and friendly team and as a result have low staff turnover. Apply today with an up to date CV.
Ortus Psr
IFA Administrator
Ortus Psr Sheffield, Yorkshire
Financial Services Co-ordinator Sheffield A Role for an Experienced IFA Administrator Ready to Take the Next Step An established and growing wealth management practice in Sheffield is seeking an experienced IFA Administrator / Financial Services Co-ordinator to join its expanding support team. Salary up to £29,000 & hybrid working 3 days in the office and 2 from home. This position plays a central role in supporting Financial Advisers and Paraplanners, ensuring clients receive a seamless, professional and highly organised service at every stage of their journey. It would suit an individual who already has experience within investment or wealth management administration and is looking for a stable, long-term opportunity within a structured and supportive environment. The Role The Financial Services Co-ordinator will provide comprehensive administrative and operational support, including: Assisting with the preparation of annual review reports, updating back-office systems and compiling documentation Coordinating client communications, including review invitations and meeting confirmations Scheduling adviser activities and client meetings (First Appointments, Presentations and Annual Reviews) and maintaining accurate system records Supporting new business submissions, tracking applications and ensuring accurate updates Handling inbound and outbound queries from clients, internal teams and third-party providers Assisting with ongoing servicing work, including recommendation reports and withdrawal processing Liaising with providers regarding letters of authority, policy information, fund switches and transfers Contributing to operational improvements, service enhancements and compliance initiatives Supporting and, in time, supervising colleagues and assisting with training new team members The role requires someone comfortable managing a high volume of work while maintaining accuracy and professionalism. The Person The successful candidate will: Have proven Financial Services Administration experience within an IFA, investment or wealth management environment Possess strong compliance and regulatory awareness Be highly organised with the ability to prioritise effectively The Opportunity This is an excellent opportunity for an experienced IFA Administrator seeking a structured and professional environment where their contribution will be valued. The firm offers stability, team collaboration and the chance to play a meaningful role within a growing advice practice. Applications are welcomed from individuals looking to build a long-term career within financial services administration.
Mar 18, 2026
Full time
Financial Services Co-ordinator Sheffield A Role for an Experienced IFA Administrator Ready to Take the Next Step An established and growing wealth management practice in Sheffield is seeking an experienced IFA Administrator / Financial Services Co-ordinator to join its expanding support team. Salary up to £29,000 & hybrid working 3 days in the office and 2 from home. This position plays a central role in supporting Financial Advisers and Paraplanners, ensuring clients receive a seamless, professional and highly organised service at every stage of their journey. It would suit an individual who already has experience within investment or wealth management administration and is looking for a stable, long-term opportunity within a structured and supportive environment. The Role The Financial Services Co-ordinator will provide comprehensive administrative and operational support, including: Assisting with the preparation of annual review reports, updating back-office systems and compiling documentation Coordinating client communications, including review invitations and meeting confirmations Scheduling adviser activities and client meetings (First Appointments, Presentations and Annual Reviews) and maintaining accurate system records Supporting new business submissions, tracking applications and ensuring accurate updates Handling inbound and outbound queries from clients, internal teams and third-party providers Assisting with ongoing servicing work, including recommendation reports and withdrawal processing Liaising with providers regarding letters of authority, policy information, fund switches and transfers Contributing to operational improvements, service enhancements and compliance initiatives Supporting and, in time, supervising colleagues and assisting with training new team members The role requires someone comfortable managing a high volume of work while maintaining accuracy and professionalism. The Person The successful candidate will: Have proven Financial Services Administration experience within an IFA, investment or wealth management environment Possess strong compliance and regulatory awareness Be highly organised with the ability to prioritise effectively The Opportunity This is an excellent opportunity for an experienced IFA Administrator seeking a structured and professional environment where their contribution will be valued. The firm offers stability, team collaboration and the chance to play a meaningful role within a growing advice practice. Applications are welcomed from individuals looking to build a long-term career within financial services administration.
Premier Jobs UK Limited
IFA Administrator
Premier Jobs UK Limited Shrewsbury, Shropshire
This IFA Administrator job in Shrewsbury provides an opportunity to join a local IFA firm As an IFA Administrator you will be supporting 2 Financial Advisors, alongside a Paraplanner. Together, you will aim to provide excellent service to clients and the right outcomes for their financial planning needs. This is a well-rounded administrative position, supporting clients through the full financial planning process, with your responsibilities including: Client relationships - welcoming clients to the office, liaising with them to organize meetings, following up any outstanding information Meeting preparation - preparing client files ahead of time, liaising with the Financial Advisors to identify upcoming tasks Processing - issuing LOAs, submitting business, updating the CRM system (Intelliflo) Providers - liaising with providers to chase for outstanding items The company will provide support towards professional development, as evidenced by their current Paraplanner starting as an Administrator with them. IFA Administrator Requirements You should have experience as an IFA Administrator or similar role Individuals with Intelliflo experience would be ideal, but not essential You should be able to manage multiple tasks and complete within agreed timescales The Company This long established Independent Financial Advisory firm is well established in the Shrewsbury area. Their team of circa 8 enjoy working together, many of which have been with the firm for 10+ years. They are now looking for their next team member. IFA Administrator Benefits Salary of up to £32,000 depending on experience Company benefits include 25 days holiday + bank holidays, pension 37.5 hours per week, although would consider part-time Flexible start / finish time if desired Mainly office based role Location Shrewsbury Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Mar 18, 2026
Full time
This IFA Administrator job in Shrewsbury provides an opportunity to join a local IFA firm As an IFA Administrator you will be supporting 2 Financial Advisors, alongside a Paraplanner. Together, you will aim to provide excellent service to clients and the right outcomes for their financial planning needs. This is a well-rounded administrative position, supporting clients through the full financial planning process, with your responsibilities including: Client relationships - welcoming clients to the office, liaising with them to organize meetings, following up any outstanding information Meeting preparation - preparing client files ahead of time, liaising with the Financial Advisors to identify upcoming tasks Processing - issuing LOAs, submitting business, updating the CRM system (Intelliflo) Providers - liaising with providers to chase for outstanding items The company will provide support towards professional development, as evidenced by their current Paraplanner starting as an Administrator with them. IFA Administrator Requirements You should have experience as an IFA Administrator or similar role Individuals with Intelliflo experience would be ideal, but not essential You should be able to manage multiple tasks and complete within agreed timescales The Company This long established Independent Financial Advisory firm is well established in the Shrewsbury area. Their team of circa 8 enjoy working together, many of which have been with the firm for 10+ years. They are now looking for their next team member. IFA Administrator Benefits Salary of up to £32,000 depending on experience Company benefits include 25 days holiday + bank holidays, pension 37.5 hours per week, although would consider part-time Flexible start / finish time if desired Mainly office based role Location Shrewsbury Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Reed
Property Administrator
Reed King's Lynn, Norfolk
Job Purpose This role sits within a housing provider's Home and Community Maintenance team and is responsible for the day to day administration of property asset data. The post holder ensures that systems, databases, and registers remain accurate, updated, and well maintained. The role supports operational, investment, and compliance activity by processing information, correcting anomalies, and maintaining strong data integrity so that decisions, reports, and investment planning are based on reliable information. The position also supports sustainability work, property disposals, and resident engagement to help deliver a consistent and customer focused service. Key Accountabilities Data Management and Accuracy Process, update, and maintain asset data, resolving errors and ensuring data integrity. Keep databases, registers, and systems organised and up to date. Run data queries and create reports from multiple information sources. Support improvements to systems, reporting tools, and data processes. Assist with monitoring data quality, compliance, and risk. Contribute to reviewing workflows to strengthen business controls. Cross Team Collaboration Liaise with asset investment colleagues to ensure required information is received. Work with Home Quality Assessors to ensure stock condition and HHSRS data is transferred accurately. Collaborate with other service areas, including development, to maintain consistency. Provide relevant data and reports to the asset investment delivery team. Programme and Project Support Assist in drafting capital and revenue investment programmes. Support project activity aligned with the Asset Management Strategy. Property Related Activities Support sustainability assessments. Maintain the property disposal register. Assist with disposal processes and liaise with external partners such as auctioneers and estate agents. Customer Focus and Service Delivery Manage workload within agreed timescales. Engage with residents to ensure their feedback informs service delivery. Support a high performing, customer focused service. Keep informed of organisational changes and developments. Comply with all policies and procedures. Health and Safety Responsibilities Comply with Health and Safety legislation. Take reasonable care for your own safety and that of others. Cooperate with the organisation to maintain safe working practices. Understand your responsibilities under Health and Safety policies. Report incidents and near misses. Promote a positive Health and Safety culture. Person Specification Skills Strong technical data analysis skills. Ability to maintain systems and databases. Proactive, flexible, and pragmatic approach. Strong communication and relationship building skills. Ability to prioritise competing demands. Willingness to undertake training. Experience Experience processing and maintaining data in a data support environment. Experience working with technical datasets. Knowledge of stock condition and HHSRS assessments is desirable. Experience maintaining systems and working in multi disciplinary teams. Qualifications NVQ Level 3 or ONC in Business Administration or equivalent experience. Intermediate Excel skills desirable. What We Can Offer Competitive salary. Twenty five days annual leave rising to thirty. Pension scheme with generous employer contribution. Access to discounts and benefits. Training and tools to support performance. Autonomy and development opportunities.
Mar 18, 2026
Full time
Job Purpose This role sits within a housing provider's Home and Community Maintenance team and is responsible for the day to day administration of property asset data. The post holder ensures that systems, databases, and registers remain accurate, updated, and well maintained. The role supports operational, investment, and compliance activity by processing information, correcting anomalies, and maintaining strong data integrity so that decisions, reports, and investment planning are based on reliable information. The position also supports sustainability work, property disposals, and resident engagement to help deliver a consistent and customer focused service. Key Accountabilities Data Management and Accuracy Process, update, and maintain asset data, resolving errors and ensuring data integrity. Keep databases, registers, and systems organised and up to date. Run data queries and create reports from multiple information sources. Support improvements to systems, reporting tools, and data processes. Assist with monitoring data quality, compliance, and risk. Contribute to reviewing workflows to strengthen business controls. Cross Team Collaboration Liaise with asset investment colleagues to ensure required information is received. Work with Home Quality Assessors to ensure stock condition and HHSRS data is transferred accurately. Collaborate with other service areas, including development, to maintain consistency. Provide relevant data and reports to the asset investment delivery team. Programme and Project Support Assist in drafting capital and revenue investment programmes. Support project activity aligned with the Asset Management Strategy. Property Related Activities Support sustainability assessments. Maintain the property disposal register. Assist with disposal processes and liaise with external partners such as auctioneers and estate agents. Customer Focus and Service Delivery Manage workload within agreed timescales. Engage with residents to ensure their feedback informs service delivery. Support a high performing, customer focused service. Keep informed of organisational changes and developments. Comply with all policies and procedures. Health and Safety Responsibilities Comply with Health and Safety legislation. Take reasonable care for your own safety and that of others. Cooperate with the organisation to maintain safe working practices. Understand your responsibilities under Health and Safety policies. Report incidents and near misses. Promote a positive Health and Safety culture. Person Specification Skills Strong technical data analysis skills. Ability to maintain systems and databases. Proactive, flexible, and pragmatic approach. Strong communication and relationship building skills. Ability to prioritise competing demands. Willingness to undertake training. Experience Experience processing and maintaining data in a data support environment. Experience working with technical datasets. Knowledge of stock condition and HHSRS assessments is desirable. Experience maintaining systems and working in multi disciplinary teams. Qualifications NVQ Level 3 or ONC in Business Administration or equivalent experience. Intermediate Excel skills desirable. What We Can Offer Competitive salary. Twenty five days annual leave rising to thirty. Pension scheme with generous employer contribution. Access to discounts and benefits. Training and tools to support performance. Autonomy and development opportunities.
TEMPLEGATE RECRUITMENT
IFA Administrator
TEMPLEGATE RECRUITMENT Preston, Lancashire
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Senior IFA Administrator / Junior Paraplanner Location: Preston Salary: £27,000 - £35,000 per year (dependent on qualifications & experience) Why Join Us ? Join a small, dynamic financial advisory team where your work is valued and visible Clear opportunities for professional development and career progression Support for further qualifications, including study and exam costs Work in a collaborative, friendly environment with a strong team culture Benefits : 25 days annual leave plus bank holidays Company pension scheme Office-based role About the Company : We are a small, reputable IFA practice delivering high-quality financial advice. The team is highly collaborative, supportive, and committed to client service excellence. With opportunities to learn and progress, this is an ideal environment for someone looking to grow their financial services career. Key Responsibilities : Produce professional suitability reports tailored to individual clients Prepare meeting packs and files for appointments Conduct product, provider, and fund research Assist administrators during busy periods and work collaboratively in a team General administration tasks, including: Submitting new business applications Producing quotations Liaising with providers and clients Chasing outstanding pipeline cases and fees Any other ad-hoc administrative duties as required What We're Looking For : Minimum 2 years' experience in Financial Services (IFA/paraplanning environment preferred) Strong knowledge of Pensions, Investments, ISAs, and Protection products Excellent communication and organisational skills Ability to prioritise workload, meet deadlines, and take ownership of tasks Part-qualified or working towards Level 4 Diploma; keen to progress further Desirable Skills : Experience using Intelligent Office and Selectapension Previous paraplanning or senior admin experience within an IFA practice How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Mar 18, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Senior IFA Administrator / Junior Paraplanner Location: Preston Salary: £27,000 - £35,000 per year (dependent on qualifications & experience) Why Join Us ? Join a small, dynamic financial advisory team where your work is valued and visible Clear opportunities for professional development and career progression Support for further qualifications, including study and exam costs Work in a collaborative, friendly environment with a strong team culture Benefits : 25 days annual leave plus bank holidays Company pension scheme Office-based role About the Company : We are a small, reputable IFA practice delivering high-quality financial advice. The team is highly collaborative, supportive, and committed to client service excellence. With opportunities to learn and progress, this is an ideal environment for someone looking to grow their financial services career. Key Responsibilities : Produce professional suitability reports tailored to individual clients Prepare meeting packs and files for appointments Conduct product, provider, and fund research Assist administrators during busy periods and work collaboratively in a team General administration tasks, including: Submitting new business applications Producing quotations Liaising with providers and clients Chasing outstanding pipeline cases and fees Any other ad-hoc administrative duties as required What We're Looking For : Minimum 2 years' experience in Financial Services (IFA/paraplanning environment preferred) Strong knowledge of Pensions, Investments, ISAs, and Protection products Excellent communication and organisational skills Ability to prioritise workload, meet deadlines, and take ownership of tasks Part-qualified or working towards Level 4 Diploma; keen to progress further Desirable Skills : Experience using Intelligent Office and Selectapension Previous paraplanning or senior admin experience within an IFA practice How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Aspire People Limited
School Administrators
Aspire People Limited Northampton, Northamptonshire
School Administrators£14.00 - £16.00 per hourAre you an Administrator with a background working in a school environment or similar looking for workIt is ADVANTAGEOUS that applicants have some school administration experience and be proficient on SIMS/ARBOR/BROMCOM. However, applicants with STRONG ADMINISTRATION experience in a similar sector will also be considered.You MUST BE willing to work on a TEMPORARY basis and between the hours of 8:00a.m. & 4:30p.m. There will be full time and part time positions available throughout the School year which run for a variety amount of time.There may also be an opportunity to move to a permanent contract within the Schools although this is NOT guaranteed.PLEASE ONLY APPLY IF YOU UNDERSTAND THAT THE ROLES ARE TEMPORARY, AS AND WHEN REQUIRED.As a School Administrator your day to day responsibilities will include but not limited to:" Inputting details onto SIMS/ARBOR/BROMCOM" Answering phones and taking messages" Typing of letters and memos" Filing, faxing and photocopying" Dealing with parents and pupilsYOU WILL BE REQUIRED TO FULLY REGISTER WITH US INCLUDING PROVIDING RIGHT TO WORK DOCUMENTS ALONG WITH OBTAINING AN ENHANCED CHILD WORKFORCE DBS THAT WILL BE PROCESS BY US BUT COME AT A COST OF £47.20 (UNLESS YOU ALREADY HAVE ONE REGISTERED ON THE UPDATE SERVICE). PLEASE ONLY APPLY IF YOU ARE ABLE TO DO THIS.To find out more about Aspire People head to our website Aspire People Limited provides services as an Education Agency and an Education Employment Business. Aspire People is committed to safeguarding and promoting the welfare of pupils and expects every candidate to share this commitment. Placements are subject, to appropriate Child Protection screening, including checks with former employers and the Disclosure and Barring Checks.
Mar 18, 2026
Seasonal
School Administrators£14.00 - £16.00 per hourAre you an Administrator with a background working in a school environment or similar looking for workIt is ADVANTAGEOUS that applicants have some school administration experience and be proficient on SIMS/ARBOR/BROMCOM. However, applicants with STRONG ADMINISTRATION experience in a similar sector will also be considered.You MUST BE willing to work on a TEMPORARY basis and between the hours of 8:00a.m. & 4:30p.m. There will be full time and part time positions available throughout the School year which run for a variety amount of time.There may also be an opportunity to move to a permanent contract within the Schools although this is NOT guaranteed.PLEASE ONLY APPLY IF YOU UNDERSTAND THAT THE ROLES ARE TEMPORARY, AS AND WHEN REQUIRED.As a School Administrator your day to day responsibilities will include but not limited to:" Inputting details onto SIMS/ARBOR/BROMCOM" Answering phones and taking messages" Typing of letters and memos" Filing, faxing and photocopying" Dealing with parents and pupilsYOU WILL BE REQUIRED TO FULLY REGISTER WITH US INCLUDING PROVIDING RIGHT TO WORK DOCUMENTS ALONG WITH OBTAINING AN ENHANCED CHILD WORKFORCE DBS THAT WILL BE PROCESS BY US BUT COME AT A COST OF £47.20 (UNLESS YOU ALREADY HAVE ONE REGISTERED ON THE UPDATE SERVICE). PLEASE ONLY APPLY IF YOU ARE ABLE TO DO THIS.To find out more about Aspire People head to our website Aspire People Limited provides services as an Education Agency and an Education Employment Business. Aspire People is committed to safeguarding and promoting the welfare of pupils and expects every candidate to share this commitment. Placements are subject, to appropriate Child Protection screening, including checks with former employers and the Disclosure and Barring Checks.
Titan Wealth Holdings Limited
IFA Administrator
Titan Wealth Holdings Limited Kettering, Northamptonshire
Titan Pensions & Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. We aim to become our clients' financial planners for the rest of their lives. Titan Pensions & Investments are experts in managing pensions and investments and we look after £850m on behalf of 3,500 clients. As Chartered Financial Planners, we help both individual and corporate clients by providing financial advice and in-house discretionary investment management. We are a growing business, expanding year on year ahead of our peers. We grow organically so we recruit bright, young individuals who are hungry for success. Working at Titan Pensions & Investments is a career choice. This role will provide support to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures. The role is onsite - 5 days a week - out of the Kettering office, 9am to 5pm - Monday to Friday Responsibilities Helping advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans Adding the details of any missing policy information to IO as required Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges Using the standard templates within IO, create and check the client valuation report and upload to IO Produce any 'OneNote packs' requested by the advisers including: Client Charter FE Analytics research on the funds held by the client KID (Key Information Documents) Data capture form from IO Client Valuation Report Producing comparisons between old and new centralised investment propositions Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. If requested, the checking and validation of client income expectations held within the system Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients Produce client letters as required Answering phone calls as they come in via the Main Hunt Group Ensure that the level of service, as agreed with each client, is delivered in a timely manner. To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Create and maintain effective client files. New business processing and application submission. Liaising with product providers as and when necessary, chasing as often as required. Keep up to date with new products, technical or legislative changes within the marketplace Always comply with the Compliance policies Engage with training and development as applicable Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Essential Skills, qualities and Experience required: A minimum 12 month's IFA administration experience, supporting an advisor Previous regulatory or financial industry experience is desirable Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. Problem solving. Knowledge of the advice process True collaborator, takes initiative, curious A desire to learn and develop and step out of comfort zone Essential Qualifications: Good standard of education Maths and English GCSE, grade 5 or above, or equivalent. Titan expected behaviours: Commercial Awareness Innovation Collaboration Team contribution Professionalism Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity- we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme And lots of flexible benefits to choose from! At Titan Wealth, we're Creative, Collaborative, and Committed. We know this isn't an environment for everyone - it's fast-paced, complex, and full of change. But if you're ambitious, client-focused, and excited to help shape one of the UK's top 10 wealth management businesses, this could be the opportunity you've been looking for.
Mar 18, 2026
Full time
Titan Pensions & Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. We aim to become our clients' financial planners for the rest of their lives. Titan Pensions & Investments are experts in managing pensions and investments and we look after £850m on behalf of 3,500 clients. As Chartered Financial Planners, we help both individual and corporate clients by providing financial advice and in-house discretionary investment management. We are a growing business, expanding year on year ahead of our peers. We grow organically so we recruit bright, young individuals who are hungry for success. Working at Titan Pensions & Investments is a career choice. This role will provide support to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures. The role is onsite - 5 days a week - out of the Kettering office, 9am to 5pm - Monday to Friday Responsibilities Helping advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans Adding the details of any missing policy information to IO as required Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges Using the standard templates within IO, create and check the client valuation report and upload to IO Produce any 'OneNote packs' requested by the advisers including: Client Charter FE Analytics research on the funds held by the client KID (Key Information Documents) Data capture form from IO Client Valuation Report Producing comparisons between old and new centralised investment propositions Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. If requested, the checking and validation of client income expectations held within the system Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients Produce client letters as required Answering phone calls as they come in via the Main Hunt Group Ensure that the level of service, as agreed with each client, is delivered in a timely manner. To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Create and maintain effective client files. New business processing and application submission. Liaising with product providers as and when necessary, chasing as often as required. Keep up to date with new products, technical or legislative changes within the marketplace Always comply with the Compliance policies Engage with training and development as applicable Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Essential Skills, qualities and Experience required: A minimum 12 month's IFA administration experience, supporting an advisor Previous regulatory or financial industry experience is desirable Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. Problem solving. Knowledge of the advice process True collaborator, takes initiative, curious A desire to learn and develop and step out of comfort zone Essential Qualifications: Good standard of education Maths and English GCSE, grade 5 or above, or equivalent. Titan expected behaviours: Commercial Awareness Innovation Collaboration Team contribution Professionalism Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity- we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme And lots of flexible benefits to choose from! At Titan Wealth, we're Creative, Collaborative, and Committed. We know this isn't an environment for everyone - it's fast-paced, complex, and full of change. But if you're ambitious, client-focused, and excited to help shape one of the UK's top 10 wealth management businesses, this could be the opportunity you've been looking for.
Financial Divisions
IFA Administrator to Paraplanner-Full Study Support-4-Day Working Week-to £40k-Career Progression
Financial Divisions
Our client, a well-established and highly professional financial planning firm based in South-East London, is looking to appoint an IFA Administrator to join their close-knit team. This role would suit either an experienced career administrator who enjoys being the backbone of a busy advice team, or an administrator looking to develop their knowledge and grow within a supportive environment. The firm has a strong reputation for delivering high-quality financial planning and operates in a structured, professional way - but without the corporate feel. It's a collaborative and friendly office where everyone plays an important part in the client journey. The Role You'll provide key administrative support to the advisers and Paraplanner, helping to ensure that business is processed smoothly and clients receive an excellent service. Your responsibilities as an IFA Administrator will include: New business processing across pensions, investments, and protection Handling Letters of Authority and gathering provider information Preparing documentation for client meetings and reviews Ongoing client servicing and responding to client queries Liaising with providers and platforms to progress cases Maintaining accurate client records and updating the back-office system You'll be working with Intelligent Office as the back-office system and dealing with provider platforms such as Transact and AJ Bell. This is a varied and important role where your hard work, attention to detail and organisation really matter, and will contribute to your long-term progression within the business. About You You may already be an experienced IFA Administrator who takes pride in delivering accurate, efficient work. Equally, you could be a developing IFA Administrator keen to deepen your understanding of financial planning and build a long-term career in the profession. Ideally, you'll already have some experience working within an IFA or financial planning environment and feel comfortable handling new business and ongoing servicing tasks. You'll be organised, able to manage your own workload with confidence, and communicate clearly and professionally with colleagues, advisers, providers and clients. Being within a sensible commuting distance of Blackheath will also be ideal. Most importantly, you'll be reliable, proactive and enjoy being part of a collaborative, professional, and supportive team. What's on Offer Full-time or 4-day working week considered Full study support to allow you to progress within the firm Supportive and collaborative working environment Close-knit, family feel environment Exposure to high-quality financial planning work Opportunity to develop your knowledge and progress over time Stable, well-structured firm with a strong local reputation If you're looking for a stable role in a respected firm where your contribution genuinely matters - whether as a long-term administrator or as someone keen to grow - please send your CV to Harry at Financial Divisions.
Mar 18, 2026
Full time
Our client, a well-established and highly professional financial planning firm based in South-East London, is looking to appoint an IFA Administrator to join their close-knit team. This role would suit either an experienced career administrator who enjoys being the backbone of a busy advice team, or an administrator looking to develop their knowledge and grow within a supportive environment. The firm has a strong reputation for delivering high-quality financial planning and operates in a structured, professional way - but without the corporate feel. It's a collaborative and friendly office where everyone plays an important part in the client journey. The Role You'll provide key administrative support to the advisers and Paraplanner, helping to ensure that business is processed smoothly and clients receive an excellent service. Your responsibilities as an IFA Administrator will include: New business processing across pensions, investments, and protection Handling Letters of Authority and gathering provider information Preparing documentation for client meetings and reviews Ongoing client servicing and responding to client queries Liaising with providers and platforms to progress cases Maintaining accurate client records and updating the back-office system You'll be working with Intelligent Office as the back-office system and dealing with provider platforms such as Transact and AJ Bell. This is a varied and important role where your hard work, attention to detail and organisation really matter, and will contribute to your long-term progression within the business. About You You may already be an experienced IFA Administrator who takes pride in delivering accurate, efficient work. Equally, you could be a developing IFA Administrator keen to deepen your understanding of financial planning and build a long-term career in the profession. Ideally, you'll already have some experience working within an IFA or financial planning environment and feel comfortable handling new business and ongoing servicing tasks. You'll be organised, able to manage your own workload with confidence, and communicate clearly and professionally with colleagues, advisers, providers and clients. Being within a sensible commuting distance of Blackheath will also be ideal. Most importantly, you'll be reliable, proactive and enjoy being part of a collaborative, professional, and supportive team. What's on Offer Full-time or 4-day working week considered Full study support to allow you to progress within the firm Supportive and collaborative working environment Close-knit, family feel environment Exposure to high-quality financial planning work Opportunity to develop your knowledge and progress over time Stable, well-structured firm with a strong local reputation If you're looking for a stable role in a respected firm where your contribution genuinely matters - whether as a long-term administrator or as someone keen to grow - please send your CV to Harry at Financial Divisions.
Financial Divisions
Senior IFA Administrator to Team Leadership-Hiring Due to Exponential Growth-£45,000 - £47,000+..
Financial Divisions Maidstone, Kent
+ Bonus + Excellent Company Culture Our client is a wonderful privately owned and fully independent financial advisory firm, and is looking to appoint a career Senior IFA Administrator to work within their pooled administration team on a full-time basis out of their Maidstone office. With significant assets under management and a highly loyal client bank - the majority based in and around Kent - this is a business that has grown the right way: organically, through word-of-mouth referrals and long-standing professional connections. They also enjoy a strong referral stream from a well-established local accountancy firm, which means a consistent flow of quality clients. Our client has been operating for many years, offering whole of market advice to retirees, families, business owners, charities, trusts, and professional clients with investable assets ranging from £100k to £20m - delivering truly holistic financial planning across investments, pensions, retirement, and estate planning. We have worked closely with this firm for a number of years and have successfully placed 9 members of their team during that time - a reflection not only of their growth, but of the positive, long-term environment they offer. This is a high-calibre firm, and they are looking to welcome an experienced Senior IFA Administrator to the family. All Advisers are Chartered and operate to exceptionally high standards, with a genuine focus on doing what's right for the client. Just as importantly, they are a genuinely lovely group of people - professional, down-to-earth, and collaborative. It's a firm where people build long-term careers. If you're a career Senior IFA Administrator who takes real pride in your work and enjoys supporting others, this could be a brilliant long-term home. If the idea of passing on your knowledge, mentoring junior team members, and helping shape the next generation of administrators appeals to you - with the opportunity to step into more of a team lead position over time - you'll be genuinely valued here. The Role You'll play a key role in ensuring the smooth and compliant delivery of advice to clients. This is more than just processing - you'll be a key technical and organisational support to the Advisers and Paraplanners, helping to maintain the high standards the firm is known for. As a Senior IFA Administrator, your responsibilities will include: Managing new business submissions across pensions, investments, and protection Processing fund switches, withdrawals, and provider communications Handling LOAs, gathering plan information and maintaining accurate client records Supporting the ongoing client review process, including preparing documentation, and processing follow-up actions Liaising with providers, clients, and internal teams to ensure cases progress efficiently Maintaining the back-office system (Intelligent Office) and ensuring data is accurate and audit-ready Assisting with more complex cases and acting as a point of support within the admin team As a senior member of the team, you'll be trusted to manage your own workload, prioritise effectively, and help maintain workflow standards across the pooled function. About You At least 3+ years' experience within an IFA/wealth management administration role Strong understanding of the financial planning process and associated compliance requirements Experience dealing with pensions, investments, and platform-based business Highly organised with excellent attention to detail Experience maintaining accurate records on back-office systems Confident communicating with advisers, providers, and clients Comfortable working both independently and as part of a collaborative team What's on Offer: Annual Discretionary Bonus A genuinely supportive, high-quality working environment Company Pension Scheme Death in Service (3x salary) Private Medical Insurance Medical Cash Plan 33 days holiday (25 days + 8 days public/bank holiday) This role would suit someone experienced, steady, and professional - someone who takes pride in their work and enjoys being a reliable part of a high-performing team. If you're looking to join a respected, Chartered independent financial advisory firm where quality matters and people genuinely enjoy working together, this could be a fantastic long-term move. Should you wish to apply for this role, please send your CV to Harry at Financial Divisions.
Mar 18, 2026
Full time
+ Bonus + Excellent Company Culture Our client is a wonderful privately owned and fully independent financial advisory firm, and is looking to appoint a career Senior IFA Administrator to work within their pooled administration team on a full-time basis out of their Maidstone office. With significant assets under management and a highly loyal client bank - the majority based in and around Kent - this is a business that has grown the right way: organically, through word-of-mouth referrals and long-standing professional connections. They also enjoy a strong referral stream from a well-established local accountancy firm, which means a consistent flow of quality clients. Our client has been operating for many years, offering whole of market advice to retirees, families, business owners, charities, trusts, and professional clients with investable assets ranging from £100k to £20m - delivering truly holistic financial planning across investments, pensions, retirement, and estate planning. We have worked closely with this firm for a number of years and have successfully placed 9 members of their team during that time - a reflection not only of their growth, but of the positive, long-term environment they offer. This is a high-calibre firm, and they are looking to welcome an experienced Senior IFA Administrator to the family. All Advisers are Chartered and operate to exceptionally high standards, with a genuine focus on doing what's right for the client. Just as importantly, they are a genuinely lovely group of people - professional, down-to-earth, and collaborative. It's a firm where people build long-term careers. If you're a career Senior IFA Administrator who takes real pride in your work and enjoys supporting others, this could be a brilliant long-term home. If the idea of passing on your knowledge, mentoring junior team members, and helping shape the next generation of administrators appeals to you - with the opportunity to step into more of a team lead position over time - you'll be genuinely valued here. The Role You'll play a key role in ensuring the smooth and compliant delivery of advice to clients. This is more than just processing - you'll be a key technical and organisational support to the Advisers and Paraplanners, helping to maintain the high standards the firm is known for. As a Senior IFA Administrator, your responsibilities will include: Managing new business submissions across pensions, investments, and protection Processing fund switches, withdrawals, and provider communications Handling LOAs, gathering plan information and maintaining accurate client records Supporting the ongoing client review process, including preparing documentation, and processing follow-up actions Liaising with providers, clients, and internal teams to ensure cases progress efficiently Maintaining the back-office system (Intelligent Office) and ensuring data is accurate and audit-ready Assisting with more complex cases and acting as a point of support within the admin team As a senior member of the team, you'll be trusted to manage your own workload, prioritise effectively, and help maintain workflow standards across the pooled function. About You At least 3+ years' experience within an IFA/wealth management administration role Strong understanding of the financial planning process and associated compliance requirements Experience dealing with pensions, investments, and platform-based business Highly organised with excellent attention to detail Experience maintaining accurate records on back-office systems Confident communicating with advisers, providers, and clients Comfortable working both independently and as part of a collaborative team What's on Offer: Annual Discretionary Bonus A genuinely supportive, high-quality working environment Company Pension Scheme Death in Service (3x salary) Private Medical Insurance Medical Cash Plan 33 days holiday (25 days + 8 days public/bank holiday) This role would suit someone experienced, steady, and professional - someone who takes pride in their work and enjoys being a reliable part of a high-performing team. If you're looking to join a respected, Chartered independent financial advisory firm where quality matters and people genuinely enjoy working together, this could be a fantastic long-term move. Should you wish to apply for this role, please send your CV to Harry at Financial Divisions.
AWD Online
Marketing Executive / Fundraising Administrator
AWD Online Reading, Berkshire
Marketing Executive / Fundraising Administrator An exciting opportunity for a marketing professional to support direct marketing campaigns across cash appeals, raffles and mid-value fundraising. Ideal for someone with campaign management, administration and analytical skills looking to grow within fundraising and digital marketing. If you've also worked in the following roles, we'd also like to hear from you: Fundraising Executive, Marketing Assistant, Direct Marketing Assistant, Campaign Officer, Communications Officer, Campaign Executive, Direct Marketing Executive, Marketing Officer, Fundraising Assistant, Fundraising Officer This role is known internally as a Single Gifts Marketing Campaign Executive SALARY: £24,000 per annum + Excellent Benefits (see below) LOCATION: Hybrid working - at least 2 days per week (including every Thursday for a team day) from the office in Reading, Berkshire (RG7) and the remainer of the time from home JOB TYPE: Full-time, Permanent WORKING HOURS: 35 hours per week, 9am - 5pm, Monday to Friday JOB OVERVIEW We have a fantastic new job opportunity for a Marketing Executive / Fundraising Administrator to support the delivery of multi-channel direct marketing campaigns including cash appeals, raffles and mid-value fundraising activity. Working across acquisition and supporter development, the Marketing Executive / Fundraising Administrator will help plan, coordinate and optimise campaign management activity, ensuring projects are delivered on time and within budget while maximising response rates and income performance. As a Marketing Executive / Fundraising Administrator you will collaborate with internal teams and external suppliers, manage artwork approvals, track campaign performance and produce post-campaign analysis reports to inform future marketing strategy. DUTIES Your duties as the Marketing Executive / Fundraising Administrator include: Campaign Delivery: Assist with the planning and execution of cash appeals, raffles and mid-value campaigns across acquisition and supporter development Artwork & Content Approvals: Circulate creative assets for review and coordinate feedback with internal stakeholders and suppliers Budget Administration: Raise purchase orders, manage invoices and support campaign budget tracking Performance Monitoring: Maintain accurate campaign files and track results to inform future direct marketing activity Post-Campaign Analysis: Produce wrap-up reports with clear insights and recommendations for optimisation Supplier Liaison: Work closely with external suppliers to ensure high-quality delivery within agreed schedules and costs Digital Coordination: Collaborate with the Online team and external partners to ensure website content for cash appeals and raffles is accurate and up to date Stakeholder Support: Respond to internal and supporter queries relating to campaign activity and raffle schemes CANDIDATE REQUIREMENTS ESSENTIAL Educated to GCSE Grade C or above in English and Maths (or equivalent qualification) Proven experience of working in a busy environment delivering against competing priorities Previous administration experience within a professional setting Experience working collaboratively with multiple teams and/or external suppliers Understanding of direct marketing principles and campaign management techniques Competent in Microsoft Office including Excel, Word and PowerPoint Excellent organisation, communication and analytical skills High level of attention to detail with strong literacy and numeracy skills Eligibility to work in the UK DESIRABLE Previous experience within the charity or not-for-profit sector Experience working within a direct marketing or fundraising team Proactive approach with the ability to problem-solve and make recommendations for improvement BENEFITS Employee Assistance Programme providing confidential wellbeing support Wellbeing Buddies offering confidential peer support Menopause Champions providing dedicated guidance and resources Cycle-to-work scheme with a wide range of bike options Eye care vouchers for free tests and VDU glasses contributions Hearing tests for colleagues working in kennel environments Discounts and cashback across retail, supermarkets, travel and more Pension scheme with employer matching plus 2%, up to 9% employer contribution Life assurance at four times salary, with options to increase cover Flexible benefits allowance (3% of salary) for gym memberships, health plans, dental insurance, travel insurance, critical illness cover, additional life assurance and the option to buy or sell annual leave As this role requires an Enhanced Disclosure check the start date for the successful candidate will only be confirmed upon receipt of the check. The Charity is committed to safeguarding and promoting the welfare of all children, young people and vulnerable adults with whom they work. They expect all of their employees and volunteers to fully share this commitment. Please note: we reserve the right to close any of our vacancies early. APPLY TODAY By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P14476 Full-Time, Permanent Marketing and Fundraising Jobs, Careers and Vacancies. Find a new job and work in Reading, Berkshire. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency.
Mar 18, 2026
Full time
Marketing Executive / Fundraising Administrator An exciting opportunity for a marketing professional to support direct marketing campaigns across cash appeals, raffles and mid-value fundraising. Ideal for someone with campaign management, administration and analytical skills looking to grow within fundraising and digital marketing. If you've also worked in the following roles, we'd also like to hear from you: Fundraising Executive, Marketing Assistant, Direct Marketing Assistant, Campaign Officer, Communications Officer, Campaign Executive, Direct Marketing Executive, Marketing Officer, Fundraising Assistant, Fundraising Officer This role is known internally as a Single Gifts Marketing Campaign Executive SALARY: £24,000 per annum + Excellent Benefits (see below) LOCATION: Hybrid working - at least 2 days per week (including every Thursday for a team day) from the office in Reading, Berkshire (RG7) and the remainer of the time from home JOB TYPE: Full-time, Permanent WORKING HOURS: 35 hours per week, 9am - 5pm, Monday to Friday JOB OVERVIEW We have a fantastic new job opportunity for a Marketing Executive / Fundraising Administrator to support the delivery of multi-channel direct marketing campaigns including cash appeals, raffles and mid-value fundraising activity. Working across acquisition and supporter development, the Marketing Executive / Fundraising Administrator will help plan, coordinate and optimise campaign management activity, ensuring projects are delivered on time and within budget while maximising response rates and income performance. As a Marketing Executive / Fundraising Administrator you will collaborate with internal teams and external suppliers, manage artwork approvals, track campaign performance and produce post-campaign analysis reports to inform future marketing strategy. DUTIES Your duties as the Marketing Executive / Fundraising Administrator include: Campaign Delivery: Assist with the planning and execution of cash appeals, raffles and mid-value campaigns across acquisition and supporter development Artwork & Content Approvals: Circulate creative assets for review and coordinate feedback with internal stakeholders and suppliers Budget Administration: Raise purchase orders, manage invoices and support campaign budget tracking Performance Monitoring: Maintain accurate campaign files and track results to inform future direct marketing activity Post-Campaign Analysis: Produce wrap-up reports with clear insights and recommendations for optimisation Supplier Liaison: Work closely with external suppliers to ensure high-quality delivery within agreed schedules and costs Digital Coordination: Collaborate with the Online team and external partners to ensure website content for cash appeals and raffles is accurate and up to date Stakeholder Support: Respond to internal and supporter queries relating to campaign activity and raffle schemes CANDIDATE REQUIREMENTS ESSENTIAL Educated to GCSE Grade C or above in English and Maths (or equivalent qualification) Proven experience of working in a busy environment delivering against competing priorities Previous administration experience within a professional setting Experience working collaboratively with multiple teams and/or external suppliers Understanding of direct marketing principles and campaign management techniques Competent in Microsoft Office including Excel, Word and PowerPoint Excellent organisation, communication and analytical skills High level of attention to detail with strong literacy and numeracy skills Eligibility to work in the UK DESIRABLE Previous experience within the charity or not-for-profit sector Experience working within a direct marketing or fundraising team Proactive approach with the ability to problem-solve and make recommendations for improvement BENEFITS Employee Assistance Programme providing confidential wellbeing support Wellbeing Buddies offering confidential peer support Menopause Champions providing dedicated guidance and resources Cycle-to-work scheme with a wide range of bike options Eye care vouchers for free tests and VDU glasses contributions Hearing tests for colleagues working in kennel environments Discounts and cashback across retail, supermarkets, travel and more Pension scheme with employer matching plus 2%, up to 9% employer contribution Life assurance at four times salary, with options to increase cover Flexible benefits allowance (3% of salary) for gym memberships, health plans, dental insurance, travel insurance, critical illness cover, additional life assurance and the option to buy or sell annual leave As this role requires an Enhanced Disclosure check the start date for the successful candidate will only be confirmed upon receipt of the check. The Charity is committed to safeguarding and promoting the welfare of all children, young people and vulnerable adults with whom they work. They expect all of their employees and volunteers to fully share this commitment. Please note: we reserve the right to close any of our vacancies early. APPLY TODAY By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P14476 Full-Time, Permanent Marketing and Fundraising Jobs, Careers and Vacancies. Find a new job and work in Reading, Berkshire. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency.
Focus Search and Selection
Employee Benefits Administrator
Focus Search and Selection Norwich, Norfolk
Employee Benefits Administrator Are you an experienced Financial Services Administrator looking to build a long-term career in Employee Benefits? We're partnering with a highly regarded and growing financial services firm seeking an Employee Benefits Administrator to join its corporate team. This is a fantastic opportunity to work with an established portfolio of corporate clients while benefiting from a clear and structured career development pathway. Whether your ambition is to progress into a Client Consultant role or become a technical specialist within Employee Benefits, you'll be fully supported in achieving your goals. The Role You'll support the delivery and ongoing servicing of group risk, business protection and workplace pension schemes, working closely with Consultants and Advisers. Your responsibilities will include: Preparing reports, market research and provider comparisons ahead of client meetings Ensuring documentation and recommendations are accurate and compliant Managing post-meeting follow-ups, including new scheme installations, renewals and amendments Liaising with clients and providers to process new and existing business Maintaining scheme records and administration systems with strong attention to compliance Identifying opportunities to improve internal processes and client delivery standards About You Minimum 2 years' experience within Financial Services administration Exposure to group pensions and/or employee benefits schemes Strong understanding of products such as group life, income protection, critical illness and workplace pensions Knowledge of the regulatory environment within Financial Services Working towards (or willing to study towards) a relevant qualification (e.g. CII) What's on Offer Structured training and professional qualification support A clear career progression plan A collaborative and supportive team environment The opportunity to develop both technically and professionally If you're looking to take the next step in your Employee Benefits career within a progressive and supportive environment, I'd welcome a confidential conversation.
Mar 18, 2026
Full time
Employee Benefits Administrator Are you an experienced Financial Services Administrator looking to build a long-term career in Employee Benefits? We're partnering with a highly regarded and growing financial services firm seeking an Employee Benefits Administrator to join its corporate team. This is a fantastic opportunity to work with an established portfolio of corporate clients while benefiting from a clear and structured career development pathway. Whether your ambition is to progress into a Client Consultant role or become a technical specialist within Employee Benefits, you'll be fully supported in achieving your goals. The Role You'll support the delivery and ongoing servicing of group risk, business protection and workplace pension schemes, working closely with Consultants and Advisers. Your responsibilities will include: Preparing reports, market research and provider comparisons ahead of client meetings Ensuring documentation and recommendations are accurate and compliant Managing post-meeting follow-ups, including new scheme installations, renewals and amendments Liaising with clients and providers to process new and existing business Maintaining scheme records and administration systems with strong attention to compliance Identifying opportunities to improve internal processes and client delivery standards About You Minimum 2 years' experience within Financial Services administration Exposure to group pensions and/or employee benefits schemes Strong understanding of products such as group life, income protection, critical illness and workplace pensions Knowledge of the regulatory environment within Financial Services Working towards (or willing to study towards) a relevant qualification (e.g. CII) What's on Offer Structured training and professional qualification support A clear career progression plan A collaborative and supportive team environment The opportunity to develop both technically and professionally If you're looking to take the next step in your Employee Benefits career within a progressive and supportive environment, I'd welcome a confidential conversation.

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