Linux Systems Administrator Are you a Linux enthusiast who loves automation, cloud technology, and building reliable, scalable platforms? If you're looking for a role where you can make a real impact and work with modern, forward-thinking infrastructure, this could be the perfect opportunity. About the Organisation You'll be joining a rapidly growing UK technology organisation that provides innovative digital solutions to partners across the country. The culture is inclusive, supportive, and values-led with genuine opportunities for development and contribution. This is a place where your ideas matter and where your work will directly support the performance and resilience of mission-critical systems. The Role We're looking for a Linux Systems Administrator to help evolve and support the Linux-based infrastructure that underpins both internal operations and partner-facing platforms. You'll work primarily with Ubuntu, AWS, and Infrastructure-as-Code, taking ownership of systems that thousands rely on every day. What You'll Be Doing Building and maintaining Ubuntu Linux servers across cloud and on-prem environments. Managing core Linux services - systemd, SSH, networking, firewalling (UFW/iptables). Delivering and maintaining Terraform-based infrastructure-as-code. Developing and improving Bash scripts to automate operational tasks. Administering MySQL databases, including backups, optimisation, and replication. Supporting key AWS services: EC2, IAM, RDS, S3, VPC, CloudWatch. Ensuring security best practice, including patching and vulnerability remediation. Monitoring system performance, availability, and capacity. Collaborating closely with Security, Network, Product, and Service Delivery teams. What You'll Bring Strong Linux administration experience (preferably Ubuntu). Confident Bash scripting skills. Working knowledge of Terraform. Solid understanding of MySQL. Practical AWS experience across compute, storage, and networking. Good understanding of Linux security and hardening. Experience with monitoring tools (Prometheus, Grafana, CloudWatch, etc.). If this sounds like the right fit for you, please apply now. Modis International Ltd acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers in the UK. Modis Europe Ltd provide a variety of international solutions that connect clients to the best talent in the world. For all positions based in Switzerland, Modis Europe Ltd works with its licensed Swiss partner Accurity GmbH to ensure that candidate applications are handled in accordance with Swiss law. Both Modis International Ltd and Modis Europe Ltd are Equal Opportunities Employers. By applying for this role your details will be submitted to Modis International Ltd and/ or Modis Europe Ltd. Our Candidate Privacy Information Statement which explains how we will use your information is available on the Modis website.
Mar 26, 2026
Full time
Linux Systems Administrator Are you a Linux enthusiast who loves automation, cloud technology, and building reliable, scalable platforms? If you're looking for a role where you can make a real impact and work with modern, forward-thinking infrastructure, this could be the perfect opportunity. About the Organisation You'll be joining a rapidly growing UK technology organisation that provides innovative digital solutions to partners across the country. The culture is inclusive, supportive, and values-led with genuine opportunities for development and contribution. This is a place where your ideas matter and where your work will directly support the performance and resilience of mission-critical systems. The Role We're looking for a Linux Systems Administrator to help evolve and support the Linux-based infrastructure that underpins both internal operations and partner-facing platforms. You'll work primarily with Ubuntu, AWS, and Infrastructure-as-Code, taking ownership of systems that thousands rely on every day. What You'll Be Doing Building and maintaining Ubuntu Linux servers across cloud and on-prem environments. Managing core Linux services - systemd, SSH, networking, firewalling (UFW/iptables). Delivering and maintaining Terraform-based infrastructure-as-code. Developing and improving Bash scripts to automate operational tasks. Administering MySQL databases, including backups, optimisation, and replication. Supporting key AWS services: EC2, IAM, RDS, S3, VPC, CloudWatch. Ensuring security best practice, including patching and vulnerability remediation. Monitoring system performance, availability, and capacity. Collaborating closely with Security, Network, Product, and Service Delivery teams. What You'll Bring Strong Linux administration experience (preferably Ubuntu). Confident Bash scripting skills. Working knowledge of Terraform. Solid understanding of MySQL. Practical AWS experience across compute, storage, and networking. Good understanding of Linux security and hardening. Experience with monitoring tools (Prometheus, Grafana, CloudWatch, etc.). If this sounds like the right fit for you, please apply now. Modis International Ltd acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers in the UK. Modis Europe Ltd provide a variety of international solutions that connect clients to the best talent in the world. For all positions based in Switzerland, Modis Europe Ltd works with its licensed Swiss partner Accurity GmbH to ensure that candidate applications are handled in accordance with Swiss law. Both Modis International Ltd and Modis Europe Ltd are Equal Opportunities Employers. By applying for this role your details will be submitted to Modis International Ltd and/ or Modis Europe Ltd. Our Candidate Privacy Information Statement which explains how we will use your information is available on the Modis website.
This role has a starting salary of £27,634 per annum, based on a 36 hour working week. For working 14.4 hours per week, the pro rata salary is £11,053.60 per annum. We are excited to be recruiting a full time and a part time (2 days per week) MARAC (Multi-Agency Risk Assessment Conference) Administrator to join our fantastic team based at Woodhatch Place in Reigate. Our Offer to You 26 days' holiday, rising to 28 days after 2 years' service and 31 days after 5 years' service (prorated for part time staff) Option to buy up to 10 days of additional annual leave A generous local government salary related pension Up to 5 days of carer's leave and 2 paid volunteering days per year Paternity, adoption and dependents leave An Employee Assistance Programme (EAP) to support health and wellbeing Learning and development hub where you can access a wealth of resources Wellbeing and lifestyle discounts including gym, travel, and shopping A chance to make a real difference to the lives of our residents About the Role Do you feel passionate about ensuring that families experiencing domestic abuse receive the support they need in a timely way? Are you looking for an opportunity to gain experience of working within a multi professional environment? MARAC is a Multi-Agency Risk Assessment Conference and is a meeting where information is shared on the highest risk domestic abuse cases between representatives of local police, health, child protection, housing practitioners, Independent Domestic Violence Advisors (IDVAs), probation and other specialists from the statutory and voluntary sectors. We are looking for individuals who have an awareness of domestic abuse and how it can impact on victims and their children, and who want to ensure that they receive timely support. Working as an integral part of the team you will protect and uphold the safety and security (including Health and Safety) of the service users, staff, volunteers and buildings, and the confidentiality of records and other information in line with data protection, as well as the rights of women and children experiencing domestic abuse. You will be proactive, solution-focused, and responsible for personal learning and development, including keeping up to date on relevant research and legislation, and participating in supervision, training and meetings as required. We're looking for people who can work across teams and undertake such other duties, appropriate to the grade and character of the work, as may reasonably be expected. Key tasks you would undertake as part of this role include but are not limited to: Supporting the work of MARACs, meetings and workshops. This involves arranging dates of meetings; compiling agendas; checking and co-ordinating agendas and other papers; making necessary arrangements for meetings, including securing venues, displaying public notices; supporting the chair, inviting guests and distributing and despatching on time all necessary papers; attending meetings; drafting minutes and reports; and co-ordinating such follow-up action as may be necessary. Attending, delivering and participating in training, meetings and seminars and to organise and deliver training, briefings and presentations for partners and representatives. Interpreting, collating and analysing complex information/statistics in relation to the service area for the ongoing monitoring of performance/progress. Keeping records up to date, providing reports as required and monitoring performance against strategic objectives and relevant indicators. Your Application In order to be considered for shortlisting, your application will clearly evidence the following skills and align with our behaviours: Ability to work with others to achieve objectives and provide excellent customer service Good written and oral communication skills with the ability to build sound relationships with staff and customers Understand the need for confidentiality Ability to prioritise and plan own workload in the context of conflicting priorities. To apply, we request that you submit a CV and you will be asked the following 4 questions: What are your motivations for applying for this role? What do you understand about the purpose and function of a MARAC? Describe a time you managed a large volume of sensitive or confidential information. How did you ensure accuracy and security? Describe your experience working within statutory organisations in a multi-agency context. How have you navigated the complexities of multi-agency collaboration, and can you provide an example of a successful outcome resulting from such collaboration? The job advert closes at 23:59 on 05/04/2026 with interviews planned for 23/03/2026. Local Government Reorganisation (LGR) Surrey County Council is undergoing Local Government Reorganisation, moving from a two-tier system to two new unitary councils in April 2027. If you are employed by Surrey on 1st April 2027, your role will transfer with current terms and conditions to one of the new organisations, supporting local devolution and greater powers for our communities. Join our dynamic team and shape the future of local government. Make a lasting impact with innovative solutions and improved services for our community. Help us build a brighter future for our residents! Our Commitment We are a disability confident employer which means if you have shared a disability on your application form and have evidenced you meet the minimum criteria, we guarantee you an interview. Your skills and experience truly matter to us. From application to your first day, we're committed to supporting you with any adjustments you need, we value inclusion and warmly welcome you to join and help build a workplace where everyone belongs.
Mar 26, 2026
Full time
This role has a starting salary of £27,634 per annum, based on a 36 hour working week. For working 14.4 hours per week, the pro rata salary is £11,053.60 per annum. We are excited to be recruiting a full time and a part time (2 days per week) MARAC (Multi-Agency Risk Assessment Conference) Administrator to join our fantastic team based at Woodhatch Place in Reigate. Our Offer to You 26 days' holiday, rising to 28 days after 2 years' service and 31 days after 5 years' service (prorated for part time staff) Option to buy up to 10 days of additional annual leave A generous local government salary related pension Up to 5 days of carer's leave and 2 paid volunteering days per year Paternity, adoption and dependents leave An Employee Assistance Programme (EAP) to support health and wellbeing Learning and development hub where you can access a wealth of resources Wellbeing and lifestyle discounts including gym, travel, and shopping A chance to make a real difference to the lives of our residents About the Role Do you feel passionate about ensuring that families experiencing domestic abuse receive the support they need in a timely way? Are you looking for an opportunity to gain experience of working within a multi professional environment? MARAC is a Multi-Agency Risk Assessment Conference and is a meeting where information is shared on the highest risk domestic abuse cases between representatives of local police, health, child protection, housing practitioners, Independent Domestic Violence Advisors (IDVAs), probation and other specialists from the statutory and voluntary sectors. We are looking for individuals who have an awareness of domestic abuse and how it can impact on victims and their children, and who want to ensure that they receive timely support. Working as an integral part of the team you will protect and uphold the safety and security (including Health and Safety) of the service users, staff, volunteers and buildings, and the confidentiality of records and other information in line with data protection, as well as the rights of women and children experiencing domestic abuse. You will be proactive, solution-focused, and responsible for personal learning and development, including keeping up to date on relevant research and legislation, and participating in supervision, training and meetings as required. We're looking for people who can work across teams and undertake such other duties, appropriate to the grade and character of the work, as may reasonably be expected. Key tasks you would undertake as part of this role include but are not limited to: Supporting the work of MARACs, meetings and workshops. This involves arranging dates of meetings; compiling agendas; checking and co-ordinating agendas and other papers; making necessary arrangements for meetings, including securing venues, displaying public notices; supporting the chair, inviting guests and distributing and despatching on time all necessary papers; attending meetings; drafting minutes and reports; and co-ordinating such follow-up action as may be necessary. Attending, delivering and participating in training, meetings and seminars and to organise and deliver training, briefings and presentations for partners and representatives. Interpreting, collating and analysing complex information/statistics in relation to the service area for the ongoing monitoring of performance/progress. Keeping records up to date, providing reports as required and monitoring performance against strategic objectives and relevant indicators. Your Application In order to be considered for shortlisting, your application will clearly evidence the following skills and align with our behaviours: Ability to work with others to achieve objectives and provide excellent customer service Good written and oral communication skills with the ability to build sound relationships with staff and customers Understand the need for confidentiality Ability to prioritise and plan own workload in the context of conflicting priorities. To apply, we request that you submit a CV and you will be asked the following 4 questions: What are your motivations for applying for this role? What do you understand about the purpose and function of a MARAC? Describe a time you managed a large volume of sensitive or confidential information. How did you ensure accuracy and security? Describe your experience working within statutory organisations in a multi-agency context. How have you navigated the complexities of multi-agency collaboration, and can you provide an example of a successful outcome resulting from such collaboration? The job advert closes at 23:59 on 05/04/2026 with interviews planned for 23/03/2026. Local Government Reorganisation (LGR) Surrey County Council is undergoing Local Government Reorganisation, moving from a two-tier system to two new unitary councils in April 2027. If you are employed by Surrey on 1st April 2027, your role will transfer with current terms and conditions to one of the new organisations, supporting local devolution and greater powers for our communities. Join our dynamic team and shape the future of local government. Make a lasting impact with innovative solutions and improved services for our community. Help us build a brighter future for our residents! Our Commitment We are a disability confident employer which means if you have shared a disability on your application form and have evidenced you meet the minimum criteria, we guarantee you an interview. Your skills and experience truly matter to us. From application to your first day, we're committed to supporting you with any adjustments you need, we value inclusion and warmly welcome you to join and help build a workplace where everyone belongs.
Pensions & Investments Administrator Location: Burnley Area / Two days WFH Salary: Up to £30,000 Are you an experienced Financial Services Administrator looking to join a supportive and growing team? This is an excellent opportunity to play a key role in supporting Financial Advisers while delivering a first-class service to clients. Benefits Life insurance Company pension Free onsite parking Company events Supportive team environment The Role As a Pensions & Investments Administrator, you will provide essential support to Advisers, helping to ensure clients receive a seamless and professional experience. This is a varied role where organisation, attention to detail, and client service are key. Key Responsibilities Acting as a point of contact for clients via phone, video, and face-to-face interactions Responding to client queries in a professional and timely manner Providing administrative support to Advisers and the wider office Preparing and coordinating Annual Reviews Drafting correspondence to clients and providers Ensuring all client files and systems are accurate and fully compliant Supporting Paraplanners and assisting with wider team tasks Processing new business applications and managing existing client requests Preparing new client packs and documentation Collating plan information from new enquiries Managing Adviser diaries, including scheduling and logistics Maintaining and updating client records on internal systems Using platforms such as XPLAN, Dynamic Planner, and provider portals About You Minimum 2 years' experience in Financial Services administration Proven experience in pensions administration Strong knowledge of pensions and investment products Excellent organisational skills and attention to detail Confident communicator with a professional manner Ability to manage multiple tasks and deadlines effectively Comfortable using back-office systems and Microsoft Office Why Apply? This is a fantastic opportunity to join a well-established firm where you'll be a valued part of the team. You'll gain exposure to a wide range of financial planning processes while working in a collaborative and professional environment. Apply today via NJR Recruitment or call quoting the reference NJR16572 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Mar 26, 2026
Full time
Pensions & Investments Administrator Location: Burnley Area / Two days WFH Salary: Up to £30,000 Are you an experienced Financial Services Administrator looking to join a supportive and growing team? This is an excellent opportunity to play a key role in supporting Financial Advisers while delivering a first-class service to clients. Benefits Life insurance Company pension Free onsite parking Company events Supportive team environment The Role As a Pensions & Investments Administrator, you will provide essential support to Advisers, helping to ensure clients receive a seamless and professional experience. This is a varied role where organisation, attention to detail, and client service are key. Key Responsibilities Acting as a point of contact for clients via phone, video, and face-to-face interactions Responding to client queries in a professional and timely manner Providing administrative support to Advisers and the wider office Preparing and coordinating Annual Reviews Drafting correspondence to clients and providers Ensuring all client files and systems are accurate and fully compliant Supporting Paraplanners and assisting with wider team tasks Processing new business applications and managing existing client requests Preparing new client packs and documentation Collating plan information from new enquiries Managing Adviser diaries, including scheduling and logistics Maintaining and updating client records on internal systems Using platforms such as XPLAN, Dynamic Planner, and provider portals About You Minimum 2 years' experience in Financial Services administration Proven experience in pensions administration Strong knowledge of pensions and investment products Excellent organisational skills and attention to detail Confident communicator with a professional manner Ability to manage multiple tasks and deadlines effectively Comfortable using back-office systems and Microsoft Office Why Apply? This is a fantastic opportunity to join a well-established firm where you'll be a valued part of the team. You'll gain exposure to a wide range of financial planning processes while working in a collaborative and professional environment. Apply today via NJR Recruitment or call quoting the reference NJR16572 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Sewell Wallis is working with one of the largest rail businesses in the world. They have roughly 2,000 employees and are operating in a number of different countries. Due to expansion, this Doncaster-based company is now looking to appoint a Payroll Administrator to join its team permanently. The ideal candidate for this Payroll Administrator role will have experience in running a large payroll on a monthly basis and some experience with P11d's and benefits in kind. What will you be doing? Administration of the company's Flexible Benefits and Recognition Programme, including Cycle to Work, Childcare Vouchers, Annual Leave Purchase Scheme and Fuel & Go. Coordination of the company's Benefits in Kind, including payrolling benefits and P11d reporting for the company fleet, staff travel and private medical insurance ensuring compliance with payroll legislation. Administration of the Defined Benefit & Defined Contribution Company Pension Schemes and AVCs, including Automatic Enrolment; annual reassessment activities, pension governance, interfaces to pension providers and calculation of pension contributions in line with the scheme rules. Ensure payroll compliance by adherence to all statutory guidelines such as PAYE, National Minimum Wage, Salary Sacrifice and providing advisory support to employees in such matters. Monitoring and calculating of company and statutory pay and leave entitlements in line with company policy and compliance with statutory guidelines. Processing new starters and leavers in line with the company policies and payroll legislation. Completion of tax year end activities, including the reconciliation of statutory payments whilst adhering to legislative deadlines. Review and maintain the payroll Business Continuity Plan, ensuring all relevant documentation is kept up to date. Perform any necessary internal checks on data, ensuring that all transactional processes and the four-eye principle are complied with, in addition to supporting annual internal and external audits. Provision of Payroll Services for internal and external companies in a timely and accurate manner. Processing compensation changes in line with the company policies. Verification of payroll control reports supporting the pre-approval process. Performing the final Utilisation of HR Information Systems (HRIS) to maintain employee pay information, answer queries and resolve problems from colleagues, the wider business and third parties What skills are we looking for? 2-5 years' experience within a payroll department. Experience with Microsoft Office products, with strength in Excel Flexibility around working hours required at peak periods. Experience of working to strict deadlines and prioritising workloads. Experience of maintaining attention to detail and accurate data entry required. Experience in communicating with a broad range of internal and external customers, at all levels What's on offer? Free parking Hybrid working Study support Competitive salary Apply for this role below, or for more information, contact Lewis. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Mar 26, 2026
Full time
Sewell Wallis is working with one of the largest rail businesses in the world. They have roughly 2,000 employees and are operating in a number of different countries. Due to expansion, this Doncaster-based company is now looking to appoint a Payroll Administrator to join its team permanently. The ideal candidate for this Payroll Administrator role will have experience in running a large payroll on a monthly basis and some experience with P11d's and benefits in kind. What will you be doing? Administration of the company's Flexible Benefits and Recognition Programme, including Cycle to Work, Childcare Vouchers, Annual Leave Purchase Scheme and Fuel & Go. Coordination of the company's Benefits in Kind, including payrolling benefits and P11d reporting for the company fleet, staff travel and private medical insurance ensuring compliance with payroll legislation. Administration of the Defined Benefit & Defined Contribution Company Pension Schemes and AVCs, including Automatic Enrolment; annual reassessment activities, pension governance, interfaces to pension providers and calculation of pension contributions in line with the scheme rules. Ensure payroll compliance by adherence to all statutory guidelines such as PAYE, National Minimum Wage, Salary Sacrifice and providing advisory support to employees in such matters. Monitoring and calculating of company and statutory pay and leave entitlements in line with company policy and compliance with statutory guidelines. Processing new starters and leavers in line with the company policies and payroll legislation. Completion of tax year end activities, including the reconciliation of statutory payments whilst adhering to legislative deadlines. Review and maintain the payroll Business Continuity Plan, ensuring all relevant documentation is kept up to date. Perform any necessary internal checks on data, ensuring that all transactional processes and the four-eye principle are complied with, in addition to supporting annual internal and external audits. Provision of Payroll Services for internal and external companies in a timely and accurate manner. Processing compensation changes in line with the company policies. Verification of payroll control reports supporting the pre-approval process. Performing the final Utilisation of HR Information Systems (HRIS) to maintain employee pay information, answer queries and resolve problems from colleagues, the wider business and third parties What skills are we looking for? 2-5 years' experience within a payroll department. Experience with Microsoft Office products, with strength in Excel Flexibility around working hours required at peak periods. Experience of working to strict deadlines and prioritising workloads. Experience of maintaining attention to detail and accurate data entry required. Experience in communicating with a broad range of internal and external customers, at all levels What's on offer? Free parking Hybrid working Study support Competitive salary Apply for this role below, or for more information, contact Lewis. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Financial Planning Administrator Chester (4 days in the office) Up to £31,000 + excellent benefits Looking to build your career with a firm that genuinely invests in your future? This is your chance to join a highly respected, award-winning financial planning and investment business that's been supporting clients across the UK for over 30 years. Known for working with high-net-worth individuals, businesses, and financial professionals, they've built a reputation as a market leader-and a great place to grow your career. They're now looking for a Financial Planning Administrator to become a key part of their collaborative team. You'll work closely with experienced advisers and support high-value clients, playing an important role in delivering a first-class financial planning service. This is an opportunity to develop, learn, and progress within a business that actively supports your long-term career goals. What you'll be doing: Supporting advisers with the end-to-end financial planning process Managing client relationships and delivering excellent service Preparing documentation and maintaining accurate client records Liaising with providers and internal teams What you'll bring: Experience in a Financial Planning / Wealth Management admin or client support role Understanding of pensions and investment products Familiarity with systems like Xplan, IO, or similar Strong communication skills and a proactive mindset What's in it for you: 25 days holiday + bank holidays 10% contributory pension Private medical cover 4x life assurance Full study support towards Chartered status Clear progression pathways within the business You'll be joining a supportive, inclusive environment where your development is taken seriously, and your contribution is genuinely valued.
Mar 26, 2026
Full time
Financial Planning Administrator Chester (4 days in the office) Up to £31,000 + excellent benefits Looking to build your career with a firm that genuinely invests in your future? This is your chance to join a highly respected, award-winning financial planning and investment business that's been supporting clients across the UK for over 30 years. Known for working with high-net-worth individuals, businesses, and financial professionals, they've built a reputation as a market leader-and a great place to grow your career. They're now looking for a Financial Planning Administrator to become a key part of their collaborative team. You'll work closely with experienced advisers and support high-value clients, playing an important role in delivering a first-class financial planning service. This is an opportunity to develop, learn, and progress within a business that actively supports your long-term career goals. What you'll be doing: Supporting advisers with the end-to-end financial planning process Managing client relationships and delivering excellent service Preparing documentation and maintaining accurate client records Liaising with providers and internal teams What you'll bring: Experience in a Financial Planning / Wealth Management admin or client support role Understanding of pensions and investment products Familiarity with systems like Xplan, IO, or similar Strong communication skills and a proactive mindset What's in it for you: 25 days holiday + bank holidays 10% contributory pension Private medical cover 4x life assurance Full study support towards Chartered status Clear progression pathways within the business You'll be joining a supportive, inclusive environment where your development is taken seriously, and your contribution is genuinely valued.
Client Delivery Lead (Financial Services Administrator) Hybrid working - Glasgow We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Mar 26, 2026
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working - Glasgow We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
IFA Administrator / Wealth Planning Administrator Birmingham (North East outskirts) £30,000 - £34,000 (depending on experience) Office-based (Monday to Friday, 9am-5pm) Looking for a role where you're genuinely valued? If you're currently working as an IFA Administrator and feel like your role has become repetitive, or you're not getting the exposure you'd like - this could be a really nice step forward. This is an opportunity to join a boutique wealth management firm where you'll be part of a close-knit team, with real variety in your role and the chance to build your technical knowledge over time. Client Overview This is a well-established financial planning firm with around 30 team members, known for its high standards, strong processes and genuinely supportive culture. It's the kind of place where people enjoy coming to work - collaborative, down-to-earth and focused on doing things properly for both clients and the team. This role would suit an IFA Administrator who enjoys being busy, working closely with others and developing their skills within financial planning. Role Details Supporting advisers and paraplanners across pensions, investments and protection cases. Managing new business, provider follow-ups and keeping cases moving. Maintaining accurate client records using back-office systems (IO experience helpful). Assisting with annual reviews and ongoing client servicing. Handling platform transactions including fund switches and withdrawals. Preparing client documentation and ensuring files are compliant and well organised. You'll have real ownership of your work, while also gaining exposure to more technical aspects of financial planning. Benefits / Details £30,000 - £34,000 salary depending on experience. 25 days holiday plus bank holidays. Full exam support towards the Diploma in Financial Planning. Clear progression into paraplanning or advice longer term. Supportive, friendly team with strong structure and leadership. Office-based role with consistent 9am-5pm hours. If you're looking for a role where you can build your technical knowledge, feel part of a team and enjoy the work you do day-to-day, please apply and we can discuss the role in more detail.
Mar 25, 2026
Full time
IFA Administrator / Wealth Planning Administrator Birmingham (North East outskirts) £30,000 - £34,000 (depending on experience) Office-based (Monday to Friday, 9am-5pm) Looking for a role where you're genuinely valued? If you're currently working as an IFA Administrator and feel like your role has become repetitive, or you're not getting the exposure you'd like - this could be a really nice step forward. This is an opportunity to join a boutique wealth management firm where you'll be part of a close-knit team, with real variety in your role and the chance to build your technical knowledge over time. Client Overview This is a well-established financial planning firm with around 30 team members, known for its high standards, strong processes and genuinely supportive culture. It's the kind of place where people enjoy coming to work - collaborative, down-to-earth and focused on doing things properly for both clients and the team. This role would suit an IFA Administrator who enjoys being busy, working closely with others and developing their skills within financial planning. Role Details Supporting advisers and paraplanners across pensions, investments and protection cases. Managing new business, provider follow-ups and keeping cases moving. Maintaining accurate client records using back-office systems (IO experience helpful). Assisting with annual reviews and ongoing client servicing. Handling platform transactions including fund switches and withdrawals. Preparing client documentation and ensuring files are compliant and well organised. You'll have real ownership of your work, while also gaining exposure to more technical aspects of financial planning. Benefits / Details £30,000 - £34,000 salary depending on experience. 25 days holiday plus bank holidays. Full exam support towards the Diploma in Financial Planning. Clear progression into paraplanning or advice longer term. Supportive, friendly team with strong structure and leadership. Office-based role with consistent 9am-5pm hours. If you're looking for a role where you can build your technical knowledge, feel part of a team and enjoy the work you do day-to-day, please apply and we can discuss the role in more detail.
Life Insurance Administrator Camberley Full or Part-Time £24,000 - £27,000 (pro-rata) A position has arisen at an award winning, client focussed Mortgage and Protection Brokerage based in Camberley. They are looking to appoint a Life Insurance Administrator. The role includes, keying in applications ensuring all necessary documentation is completed with a high degree of accuracy. Routine liaison with lenders, insurance companies and clients alike, ensuring that the Insurance policies are case managed from the initial application through to completion. You will be working closely with the Protection Advisers and the Directors on a daily basis. Good keyboard skills, attention to detail and previous experience as a Mortgage or Life Insurance Administrator / Case Manager is advantageous. Previous administration experience is essential. The role can be Full or Part-Time and will be office based, but with the option to work on a hybrid basis in the future. You will be working closely with the Management Team and Protection Advisers on a daily basis. A salary of £24,000 to £27,000 (Pro Rata) is on offer to the successful candidate. For more information please send your CV to Douglas McDougall
Mar 25, 2026
Full time
Life Insurance Administrator Camberley Full or Part-Time £24,000 - £27,000 (pro-rata) A position has arisen at an award winning, client focussed Mortgage and Protection Brokerage based in Camberley. They are looking to appoint a Life Insurance Administrator. The role includes, keying in applications ensuring all necessary documentation is completed with a high degree of accuracy. Routine liaison with lenders, insurance companies and clients alike, ensuring that the Insurance policies are case managed from the initial application through to completion. You will be working closely with the Protection Advisers and the Directors on a daily basis. Good keyboard skills, attention to detail and previous experience as a Mortgage or Life Insurance Administrator / Case Manager is advantageous. Previous administration experience is essential. The role can be Full or Part-Time and will be office based, but with the option to work on a hybrid basis in the future. You will be working closely with the Management Team and Protection Advisers on a daily basis. A salary of £24,000 to £27,000 (Pro Rata) is on offer to the successful candidate. For more information please send your CV to Douglas McDougall
Events Administrator (Online and in person) Meraki Talent is looking for an Event Administrator, to join a growing events team to support with day to day event operations. You will gain hands on experience delivering both online and in person events. This role will suit a highly organised and tech savvy Event Administrator, looking to develop their career. Events Administration duties: Manage and maintain accurate event delegate lists Provide technical support for setting up and running online webinars (Zoom) Act as the first point of contact for delegate queries, delivering excellent customer service Support day-to-day event operations, including both virtual and in-person events Attend and assist at live events when required Coordinate post-event activities, including distributing recordings and feedback surveys Collect and organise feedback to support continuous improvement Person Specification: Strong organisational skills and attention to detail Confident communicator with a customer-focused approach Comfortable using digital tools, particularly Zoom or similar webinar platforms Ability to multitask and work in a fast-paced environment A proactive, can-do attitude and willingness to support the wider team
Mar 25, 2026
Full time
Events Administrator (Online and in person) Meraki Talent is looking for an Event Administrator, to join a growing events team to support with day to day event operations. You will gain hands on experience delivering both online and in person events. This role will suit a highly organised and tech savvy Event Administrator, looking to develop their career. Events Administration duties: Manage and maintain accurate event delegate lists Provide technical support for setting up and running online webinars (Zoom) Act as the first point of contact for delegate queries, delivering excellent customer service Support day-to-day event operations, including both virtual and in-person events Attend and assist at live events when required Coordinate post-event activities, including distributing recordings and feedback surveys Collect and organise feedback to support continuous improvement Person Specification: Strong organisational skills and attention to detail Confident communicator with a customer-focused approach Comfortable using digital tools, particularly Zoom or similar webinar platforms Ability to multitask and work in a fast-paced environment A proactive, can-do attitude and willingness to support the wider team
We are seeking some UK-based Admin Support temps to work remotely for a Real Estate business based in Australia, with an ASAP start. This is a fully remote opportunity working on a part-time basis with the potential to increase and grow into a full-time position on a rolling contract. This is a great position for someone looking to kickstart their career within Real Estate or a candidate wanting to build valuable, transferable administration skills within a supportive company for their career moving forward. Please note that candidates must be flexible with working evening hours to support Australian timings and business operations whilst working from the UK. What You'll Do Carry out data entry and CRM management duties Provide administration support across the business Assist with inbox management and general operational tasksMaintain and update client contact records ensuring thorough accuracy Maintain and update client records ensuring thorough accuracy Support the wider team as and when required Who You Are A clear, confident and strong communicator Highly organised with strong attention to detail and accuracy Proactive and able to prioritise workload effectively Comfortable and confident with picking up new systems Previous admin experience is a bonus but not essential Please get in touch with us if you are interested in this new and exciting opportunity! REF: IF170637Tiger is B Corp Certified. We are part of a global movement of businesses committed to improving social and environmental conditions around the world.
Mar 25, 2026
Seasonal
We are seeking some UK-based Admin Support temps to work remotely for a Real Estate business based in Australia, with an ASAP start. This is a fully remote opportunity working on a part-time basis with the potential to increase and grow into a full-time position on a rolling contract. This is a great position for someone looking to kickstart their career within Real Estate or a candidate wanting to build valuable, transferable administration skills within a supportive company for their career moving forward. Please note that candidates must be flexible with working evening hours to support Australian timings and business operations whilst working from the UK. What You'll Do Carry out data entry and CRM management duties Provide administration support across the business Assist with inbox management and general operational tasksMaintain and update client contact records ensuring thorough accuracy Maintain and update client records ensuring thorough accuracy Support the wider team as and when required Who You Are A clear, confident and strong communicator Highly organised with strong attention to detail and accuracy Proactive and able to prioritise workload effectively Comfortable and confident with picking up new systems Previous admin experience is a bonus but not essential Please get in touch with us if you are interested in this new and exciting opportunity! REF: IF170637Tiger is B Corp Certified. We are part of a global movement of businesses committed to improving social and environmental conditions around the world.
The Tenovus Macmillan Welfare Benefits Administrator Role We re excited to lead a pan-Wales Financial Health and Wellbeing Service funded through our Macmillan partnership to directly help people with a cancer diagnosis and a recruiting Administrators. With your expert admin skills and experience you ll be able to apply them within the cancer community at a crucial time for these individuals as an Administrator in this Service and join us for a 3 year Fixed Term contract. We ve full time hours available (35 per week) and are open to part time working or job share opportunities for the right candidates. Cardiff Head Office working a minimum of one day a week is required. We support flexibility and home and hybrid working options supported with Head Office working welcomed. You'll need to be available to attend a Cardiff Assessment Centre week commencing 20th April for a 1st June start date. The Tenovus Macmillan Welfare Benefits Administrator Role Details An important and meaningful office admin role keeping the wheels turning for this Advice service when it comes to all thing s admin, processes and procedures. It s not just any admin role doing data entry and computer work but very customer focused too and involving phone work. It s a varied, busy and meaningful admin job so is something you may relish if you match our values, can work in a busy office team environment and have the admin skills to be a top performer. What s key is our service user customer experience is slick, professional and personable and our Advice service have the important admin support required. You ll have an instant impact as you represent the Advice service often being the person that takes the first call, referral or enquiry into the service from someone affected by cancer. This may be from a cancer medical professional or someone going through cancer personally at any point from diagnosis. This means our administrators are professional people, they get the important information right from the outset and handle sensitive calls and communication with care and understanding showing resilience and reliability. You ll work in an organised way on IT systems and capture information on spreadsheets, scanning forms, inputting data, sending forms and calling our cancer service users with updates and collecting key information from them. It means as a first point of contact, you re an independent and sensible thinker who has focus and confidence and can adapt to the type of work needed. It s a busy, involved and varied role where you ll work as part of a team, responding to the workload and keeping focus on shared goals and adapting to priorities. The role requires a minimum weekly attendance at our Cardiff Head office where you ll work closely with team members, meet and greet visitors, handle post, receive and make calls and perform admin duties. Whilst you can have an option to work from home a lot it s important you can commute to Cardiff regularly each week with a higher concentration of office time during your induction and probation period for training and team interaction days. The Tenovus Macmillan Welfare Benefits Administrator Role Fit We re looking for a team player who s conscientious and takes pride and care in their work. You can comfortably manage a busy workload and change direction when it s needed whilst remaining calm and able to think independently. You re someone who s spot on in the details, good on computers, has a great phone manner and can glean key information and tailor your communication style. You ve got common sense and have a logical approach without being phased by tricky things and bounce back well when things are challenging. It s not just in doing the nuts and bolts of the job but how you go about it that matters just as much. Making a difference for people affected by cancer is at the heart of what we do. Our values are our guiding principles in how we go about doing that in the way we think, go about work and interact with people and across teams. Solution solving with a collaborative and open mind, being inclusive and super supportive and team focused means you ll fit in well. You work in a way that can adapt to dealing with curve balls and know when to ask for help all whilst keeping on top of the day to day and keeping focus on what s important to achieve our shared goals If you re an adaptable and motivated person who s proud to deliver quality work, has a people focused attitude and is excited to be part of our work we d love to hear from you. The Tenovus Macmillan Welfare Benefits Administrator Role Skills We d love to see your application demonstrating how your skills or experience match the job role essentials and understand your motivation behind your application and what you d bring to the team. To be great in this role you re skilled with: Great customer service capabilities -you treat everyone respectfully, are willing to go the extra mile and help others and you welcome feedback Producing well managed and quality work on time you re careful and double check your work, manage your own time independently and are results focused to get a job done well within a deadline A flexible approach to working your attitude s good when there s pressure to deliver and you adapt to the flow of work recognising where you need to change your focus Being collaborative, team and people focused you know how to deliver great customer service. You work well with your colleagues to help them, listen to others ideas and put forward your own ones and demonstrate how you treat customers, so they feel valued Solution solving you ve a positive and resilient attitude looking for the best options in any situation or challenge things appropriately when coming up with a new idea or have a suggestion At Tenovus Cancer Care we re guided in all that we do by our core values. These are: Collaborative, Integrity, Innovative, Respectful and Inclusive. We re dedicated to making our workplace diverse and inclusive where everyone feels they belong and can be their authentic selves at work. This means that whatever your background you ll have an equal opportunity with us. With our commitment to safeguarding the successful candidate s role is eligible for a DBS check (Adults) Applying is easy, just click the Apply Now button at the top of the page and follow the online process. If you d like any help with your application or to discuss any adjustments you may need please contact our People Team.
Mar 25, 2026
Full time
The Tenovus Macmillan Welfare Benefits Administrator Role We re excited to lead a pan-Wales Financial Health and Wellbeing Service funded through our Macmillan partnership to directly help people with a cancer diagnosis and a recruiting Administrators. With your expert admin skills and experience you ll be able to apply them within the cancer community at a crucial time for these individuals as an Administrator in this Service and join us for a 3 year Fixed Term contract. We ve full time hours available (35 per week) and are open to part time working or job share opportunities for the right candidates. Cardiff Head Office working a minimum of one day a week is required. We support flexibility and home and hybrid working options supported with Head Office working welcomed. You'll need to be available to attend a Cardiff Assessment Centre week commencing 20th April for a 1st June start date. The Tenovus Macmillan Welfare Benefits Administrator Role Details An important and meaningful office admin role keeping the wheels turning for this Advice service when it comes to all thing s admin, processes and procedures. It s not just any admin role doing data entry and computer work but very customer focused too and involving phone work. It s a varied, busy and meaningful admin job so is something you may relish if you match our values, can work in a busy office team environment and have the admin skills to be a top performer. What s key is our service user customer experience is slick, professional and personable and our Advice service have the important admin support required. You ll have an instant impact as you represent the Advice service often being the person that takes the first call, referral or enquiry into the service from someone affected by cancer. This may be from a cancer medical professional or someone going through cancer personally at any point from diagnosis. This means our administrators are professional people, they get the important information right from the outset and handle sensitive calls and communication with care and understanding showing resilience and reliability. You ll work in an organised way on IT systems and capture information on spreadsheets, scanning forms, inputting data, sending forms and calling our cancer service users with updates and collecting key information from them. It means as a first point of contact, you re an independent and sensible thinker who has focus and confidence and can adapt to the type of work needed. It s a busy, involved and varied role where you ll work as part of a team, responding to the workload and keeping focus on shared goals and adapting to priorities. The role requires a minimum weekly attendance at our Cardiff Head office where you ll work closely with team members, meet and greet visitors, handle post, receive and make calls and perform admin duties. Whilst you can have an option to work from home a lot it s important you can commute to Cardiff regularly each week with a higher concentration of office time during your induction and probation period for training and team interaction days. The Tenovus Macmillan Welfare Benefits Administrator Role Fit We re looking for a team player who s conscientious and takes pride and care in their work. You can comfortably manage a busy workload and change direction when it s needed whilst remaining calm and able to think independently. You re someone who s spot on in the details, good on computers, has a great phone manner and can glean key information and tailor your communication style. You ve got common sense and have a logical approach without being phased by tricky things and bounce back well when things are challenging. It s not just in doing the nuts and bolts of the job but how you go about it that matters just as much. Making a difference for people affected by cancer is at the heart of what we do. Our values are our guiding principles in how we go about doing that in the way we think, go about work and interact with people and across teams. Solution solving with a collaborative and open mind, being inclusive and super supportive and team focused means you ll fit in well. You work in a way that can adapt to dealing with curve balls and know when to ask for help all whilst keeping on top of the day to day and keeping focus on what s important to achieve our shared goals If you re an adaptable and motivated person who s proud to deliver quality work, has a people focused attitude and is excited to be part of our work we d love to hear from you. The Tenovus Macmillan Welfare Benefits Administrator Role Skills We d love to see your application demonstrating how your skills or experience match the job role essentials and understand your motivation behind your application and what you d bring to the team. To be great in this role you re skilled with: Great customer service capabilities -you treat everyone respectfully, are willing to go the extra mile and help others and you welcome feedback Producing well managed and quality work on time you re careful and double check your work, manage your own time independently and are results focused to get a job done well within a deadline A flexible approach to working your attitude s good when there s pressure to deliver and you adapt to the flow of work recognising where you need to change your focus Being collaborative, team and people focused you know how to deliver great customer service. You work well with your colleagues to help them, listen to others ideas and put forward your own ones and demonstrate how you treat customers, so they feel valued Solution solving you ve a positive and resilient attitude looking for the best options in any situation or challenge things appropriately when coming up with a new idea or have a suggestion At Tenovus Cancer Care we re guided in all that we do by our core values. These are: Collaborative, Integrity, Innovative, Respectful and Inclusive. We re dedicated to making our workplace diverse and inclusive where everyone feels they belong and can be their authentic selves at work. This means that whatever your background you ll have an equal opportunity with us. With our commitment to safeguarding the successful candidate s role is eligible for a DBS check (Adults) Applying is easy, just click the Apply Now button at the top of the page and follow the online process. If you d like any help with your application or to discuss any adjustments you may need please contact our People Team.
Financial Administrator Location: Bury St Edmunds Job Type: Full-time Salary: £28,000pa DOE We are seeking a dedicated Administrative Support professional to join our team. This role is crucial for providing administrative support to Private Client Financial Planners and Directors, ensuring the timely preparation of review packs and the accurate delivery of information. The successful candidate will also support the wider department and help train and develop new team members. Day-to-day of the role: Client Administration: Maintain up-to-date client records in line with internal processes, ensuring all correspondence is uploaded and correctly indexed. Save and name documents accurately; ensure all client work is logged using AF tasks with a clear audit trail. Identify and escalate any client records that are incomplete or not sufficiently updated. Team Support & Communication: Obtain information, respond to queries, and liaise with third parties to ensure high-quality client service. Keep Financial Planners and clients updated on progress, raising concerns or complaints to the manager promptly. Support, train, and develop new team members to ensure consistency and efficiency. Process & Workflow Management: Embrace new technology and working methods, providing feedback to improve processes where appropriate. Prioritise and process work efficiently across tasks, emails, post, reviews, and phone calls. Maintain and update personal development records within the Beckett Academy App, ensuring objectives and training impact are recorded. Reception Cover: Provide reception cover during staff holidays, sickness, lunch breaks, or other absences, completing all required reception duties. Pre-Financial Planner Meeting Responsibilities: Circulate monthly updates on reviews due and overdue. Prepare Financial Planner (FP) packs based on FP Outlook meeting invites, allowing one week for team review. Generate and update the Advice Flow to track activity. Identify any additional meeting requirements from the Outlook task. Required Skills & Qualifications: Strong administrative or secretarial experience. Good understanding of Becketts' systems and Private Client processes. Proficient in IO and understanding of PC team operations. Excellent attention to detail and accuracy. Strong computer literacy and data management skills. Analytical thinking, good organisational and prioritisation skills. Effective time management. Strong team-working and relationship-building ability. Clear written and verbal communication. Ability to follow processes and procedures. How to apply: To apply for this Administrative Support position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this position.
Mar 25, 2026
Full time
Financial Administrator Location: Bury St Edmunds Job Type: Full-time Salary: £28,000pa DOE We are seeking a dedicated Administrative Support professional to join our team. This role is crucial for providing administrative support to Private Client Financial Planners and Directors, ensuring the timely preparation of review packs and the accurate delivery of information. The successful candidate will also support the wider department and help train and develop new team members. Day-to-day of the role: Client Administration: Maintain up-to-date client records in line with internal processes, ensuring all correspondence is uploaded and correctly indexed. Save and name documents accurately; ensure all client work is logged using AF tasks with a clear audit trail. Identify and escalate any client records that are incomplete or not sufficiently updated. Team Support & Communication: Obtain information, respond to queries, and liaise with third parties to ensure high-quality client service. Keep Financial Planners and clients updated on progress, raising concerns or complaints to the manager promptly. Support, train, and develop new team members to ensure consistency and efficiency. Process & Workflow Management: Embrace new technology and working methods, providing feedback to improve processes where appropriate. Prioritise and process work efficiently across tasks, emails, post, reviews, and phone calls. Maintain and update personal development records within the Beckett Academy App, ensuring objectives and training impact are recorded. Reception Cover: Provide reception cover during staff holidays, sickness, lunch breaks, or other absences, completing all required reception duties. Pre-Financial Planner Meeting Responsibilities: Circulate monthly updates on reviews due and overdue. Prepare Financial Planner (FP) packs based on FP Outlook meeting invites, allowing one week for team review. Generate and update the Advice Flow to track activity. Identify any additional meeting requirements from the Outlook task. Required Skills & Qualifications: Strong administrative or secretarial experience. Good understanding of Becketts' systems and Private Client processes. Proficient in IO and understanding of PC team operations. Excellent attention to detail and accuracy. Strong computer literacy and data management skills. Analytical thinking, good organisational and prioritisation skills. Effective time management. Strong team-working and relationship-building ability. Clear written and verbal communication. Ability to follow processes and procedures. How to apply: To apply for this Administrative Support position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this position.
Part-Time Temporary Finance and Facilities Administrator Hours: Part-time, 25 hours per week Location: Central Cardiff (close to train station) Contract: Temporary, with potential to become permanent Rate: £14.37 per hour plus holiday pay Mrwell Talent Solutions is recruiting a Part-Time Temporary Finance and Facilities Administrator to join a highly respected Welsh charity based in Centr click apply for full job details
Mar 25, 2026
Seasonal
Part-Time Temporary Finance and Facilities Administrator Hours: Part-time, 25 hours per week Location: Central Cardiff (close to train station) Contract: Temporary, with potential to become permanent Rate: £14.37 per hour plus holiday pay Mrwell Talent Solutions is recruiting a Part-Time Temporary Finance and Facilities Administrator to join a highly respected Welsh charity based in Centr click apply for full job details
. Paraplanner - £38,000 to £50,000 (DOE) Hybrid Working - 1 Day in Office or Fully Remote for the Right Candidate Due to continued business growth, we are seeking an experienced and technically skilled Paraplanner to join our expanding team. This is an excellent opportunity to step into a role where your expertise is truly valued and where you will play a key part in delivering high-quality, holistic financial planning support. We are a dynamic and client-focused UK financial advisory firm, operating nationally, with increasing market presence and involvement in M&A activity. As part of this evolution, we are looking for a Paraplanner who can support our Financial Planners, deliver comprehensive research, and produce compliant and insightful suitability reports. This role offers hybrid working with one office day per week , but we are also open to fully remote arrangements for the right candidate. Key Responsibilities Suitability Reporting Prepare detailed, accurate, and fully compliant suitability reports and recommendation letters Review fact-finds, risk profiles, and client objectives to ensure accuracy and audit readiness Annual Review Support Assist with annual client reviews, valuations, objective updates and the creation of Annual Suitability Assessments Maintain ongoing suitability in line with FCA requirements Technical Research Conduct in-depth research across investments, pensions, tax wrappers, protection products, and estate planning Analyse fund data, product options and technical solutions Client & Adviser Support Provide support to advisers before and after client meetings Communicate with providers to obtain policy information, illustrations, and documentation Compliance & Record Management Conduct AML checks, identity verification, and maintain regulatory documentation Ensure all client files and CRM data remain accurate and complete Collaboration & Continuous Improvement Work closely with advisers, administrators, compliance teams and investment specialists Contribute to developing paraplanning processes, templates and best practices as the business evolves Skills & Experience Essential Minimum 2 years' Paraplanning experience in a UK financial planning/advisory firm Level 4 Diploma (DipPFS or equivalent) Strong knowledge of pensions (DC & DB), investments, ISAs, bonds, trusts and protection products Excellent report-writing, analytical and technical research skills Understanding of FCA regulations, including ongoing suitability and annual assessments Experience conducting AML and due diligence checks Proficient with financial planning software (e.g., Intelligent Office, Fintegrate, FE Analytics, Voyant) Highly organised, self-motivated and comfortable working independently Desirable Experience within firms undergoing M&A activity Exposure to DFM models, cashflow modelling and tax optimisation strategies Experience with HNW clients or complex financial planning cases What We Offer £38,000-£50,000 depending on experience Hybrid working with only one office day per week Fully remote considered for high-calibre candidates Opportunity to join a business experiencing exciting, ongoing growth Supportive, collaborative culture with career development potential An array of benefits
Mar 25, 2026
Full time
. Paraplanner - £38,000 to £50,000 (DOE) Hybrid Working - 1 Day in Office or Fully Remote for the Right Candidate Due to continued business growth, we are seeking an experienced and technically skilled Paraplanner to join our expanding team. This is an excellent opportunity to step into a role where your expertise is truly valued and where you will play a key part in delivering high-quality, holistic financial planning support. We are a dynamic and client-focused UK financial advisory firm, operating nationally, with increasing market presence and involvement in M&A activity. As part of this evolution, we are looking for a Paraplanner who can support our Financial Planners, deliver comprehensive research, and produce compliant and insightful suitability reports. This role offers hybrid working with one office day per week , but we are also open to fully remote arrangements for the right candidate. Key Responsibilities Suitability Reporting Prepare detailed, accurate, and fully compliant suitability reports and recommendation letters Review fact-finds, risk profiles, and client objectives to ensure accuracy and audit readiness Annual Review Support Assist with annual client reviews, valuations, objective updates and the creation of Annual Suitability Assessments Maintain ongoing suitability in line with FCA requirements Technical Research Conduct in-depth research across investments, pensions, tax wrappers, protection products, and estate planning Analyse fund data, product options and technical solutions Client & Adviser Support Provide support to advisers before and after client meetings Communicate with providers to obtain policy information, illustrations, and documentation Compliance & Record Management Conduct AML checks, identity verification, and maintain regulatory documentation Ensure all client files and CRM data remain accurate and complete Collaboration & Continuous Improvement Work closely with advisers, administrators, compliance teams and investment specialists Contribute to developing paraplanning processes, templates and best practices as the business evolves Skills & Experience Essential Minimum 2 years' Paraplanning experience in a UK financial planning/advisory firm Level 4 Diploma (DipPFS or equivalent) Strong knowledge of pensions (DC & DB), investments, ISAs, bonds, trusts and protection products Excellent report-writing, analytical and technical research skills Understanding of FCA regulations, including ongoing suitability and annual assessments Experience conducting AML and due diligence checks Proficient with financial planning software (e.g., Intelligent Office, Fintegrate, FE Analytics, Voyant) Highly organised, self-motivated and comfortable working independently Desirable Experience within firms undergoing M&A activity Exposure to DFM models, cashflow modelling and tax optimisation strategies Experience with HNW clients or complex financial planning cases What We Offer £38,000-£50,000 depending on experience Hybrid working with only one office day per week Fully remote considered for high-calibre candidates Opportunity to join a business experiencing exciting, ongoing growth Supportive, collaborative culture with career development potential An array of benefits
Exchange Street Claims & Financial Services
Manchester, Lancashire
You're a grown up. So why doesn't your company treat you like one? At this firm you'll have the trust of the business to work in a way that best suits you.How? They offer agile working. That means as long as you work core hours (10am - 2pm) you get flexibility about how you balance your day. And they offer hybrid working (two days a week from home). That adds up to a better work-life balance, greater flexibility and the type of choice sadly missing at a lot of firms. Add to that they have grown up conversations from the outset about your career aspirations. Want to take exams and move into paraplanning? No problem, it's something they've done before and something they'll do again. And they'll be clear about what that future will look like. Want to be the best administrator you can be? No problem with that either.In short, just like they treat their clients as individuals, they treat their employees in the same way. PACKAGE Starting salary of up to £35,000 Annual pay reviews PMI Pension Income Protection Wellbeing provision THE JOBYou'll be part of a team that provides admin support to a team of eight financial planners and their clients.The job is as you'd expect covering tasks such as: Processing new business Dealing with client enquiries Preparing for meetings Chasing letters of authority Working with planners and paraplanners THE COMAPNYThis is a top 20, national Chartered Accountancy firm and you'll work for their wealth arm.It's a settled team with long-standing employees many of whom have developed through the ranks.And it's not private equity backed providing stability.HERE'S WHAT YOU'LL NEED Experience of using Iress XPLAN and provider platforms Previous experience of working within a financial planning firm Experience of working within a strong compliance culture Ready for a grown up conversation about a grown up role? Click apply.Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later.Everyone will receive a response.
Mar 25, 2026
Full time
You're a grown up. So why doesn't your company treat you like one? At this firm you'll have the trust of the business to work in a way that best suits you.How? They offer agile working. That means as long as you work core hours (10am - 2pm) you get flexibility about how you balance your day. And they offer hybrid working (two days a week from home). That adds up to a better work-life balance, greater flexibility and the type of choice sadly missing at a lot of firms. Add to that they have grown up conversations from the outset about your career aspirations. Want to take exams and move into paraplanning? No problem, it's something they've done before and something they'll do again. And they'll be clear about what that future will look like. Want to be the best administrator you can be? No problem with that either.In short, just like they treat their clients as individuals, they treat their employees in the same way. PACKAGE Starting salary of up to £35,000 Annual pay reviews PMI Pension Income Protection Wellbeing provision THE JOBYou'll be part of a team that provides admin support to a team of eight financial planners and their clients.The job is as you'd expect covering tasks such as: Processing new business Dealing with client enquiries Preparing for meetings Chasing letters of authority Working with planners and paraplanners THE COMAPNYThis is a top 20, national Chartered Accountancy firm and you'll work for their wealth arm.It's a settled team with long-standing employees many of whom have developed through the ranks.And it's not private equity backed providing stability.HERE'S WHAT YOU'LL NEED Experience of using Iress XPLAN and provider platforms Previous experience of working within a financial planning firm Experience of working within a strong compliance culture Ready for a grown up conversation about a grown up role? Click apply.Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later.Everyone will receive a response.
Role Overview We are seeking a highly organized and proactive HR Administrator to join our clients team. The successful candidate will support the HR & Infrastructure function by maintaining accurate employee records, managing office operations and providing exceptional customer service to visitors, employees and external stakeholders. Key Responsibilities Reception & Office Management Create a positive and professional impression of the company through helpful interactions with visitors, customers, suppliers and providers. Greet visitors and guests, ensuring they sign in at reception. Answer and distribute incoming calls and emails, providing excellent customer service at all times. Liaise with the landlord to resolve office maintenance issues. Maintain the coffee machine and ensure weekly cleaning. Maintain kitchen stock, ensuring items are replenished throughout the day/week. Assist in maintaining internal facilities. Monitor and manage the Reception inbox, distributing emails and responding to queries. Post & Document Management Open, log, and distribute incoming post (internal and external). Log internal post-in and post-out. Scan all MET, MRT, ERT post, and medical records. Frank and dispatch external post. Assist with courier dispatch and identifying client reference numbers on post items. Maintain the post-room, including replenishing toners, restocking paper and disposing of cardboard boxes. HR Administration Maintain the accuracy and integrity of employee records in the PeopleHR system. Assist with the Staff Absence inbox, responding to emails and queries promptly. Process appointments on PeopleHR, including GP, hospital, dental, physio, and personal appointments. Record sickness absences and ensure self-certification forms and return-to-work interviews are completed within 48 hours. Assist with salary deduction forms as required. Adhere to all HR policies, procedures and practices. Provide cover for other HR & Infrastructure team members during their absence. Office Supplies & Finance Support Regularly stock check and order stationery and catering supplies, putting them away once received. Send credit card receipts to the Finance team weekly. Ad Hoc Duties Carry out any other tasks or duties delegated by the HR & Infrastructure Manager or Team Leader. Person Specification Strong organizational and time management skills. Excellent communication and interpersonal abilities. Ability to work independently and as part of a team. Attention to detail and accuracy in record-keeping. Proficiency in Microsoft Office and HR systems (PeopleHR preferred).
Mar 25, 2026
Contractor
Role Overview We are seeking a highly organized and proactive HR Administrator to join our clients team. The successful candidate will support the HR & Infrastructure function by maintaining accurate employee records, managing office operations and providing exceptional customer service to visitors, employees and external stakeholders. Key Responsibilities Reception & Office Management Create a positive and professional impression of the company through helpful interactions with visitors, customers, suppliers and providers. Greet visitors and guests, ensuring they sign in at reception. Answer and distribute incoming calls and emails, providing excellent customer service at all times. Liaise with the landlord to resolve office maintenance issues. Maintain the coffee machine and ensure weekly cleaning. Maintain kitchen stock, ensuring items are replenished throughout the day/week. Assist in maintaining internal facilities. Monitor and manage the Reception inbox, distributing emails and responding to queries. Post & Document Management Open, log, and distribute incoming post (internal and external). Log internal post-in and post-out. Scan all MET, MRT, ERT post, and medical records. Frank and dispatch external post. Assist with courier dispatch and identifying client reference numbers on post items. Maintain the post-room, including replenishing toners, restocking paper and disposing of cardboard boxes. HR Administration Maintain the accuracy and integrity of employee records in the PeopleHR system. Assist with the Staff Absence inbox, responding to emails and queries promptly. Process appointments on PeopleHR, including GP, hospital, dental, physio, and personal appointments. Record sickness absences and ensure self-certification forms and return-to-work interviews are completed within 48 hours. Assist with salary deduction forms as required. Adhere to all HR policies, procedures and practices. Provide cover for other HR & Infrastructure team members during their absence. Office Supplies & Finance Support Regularly stock check and order stationery and catering supplies, putting them away once received. Send credit card receipts to the Finance team weekly. Ad Hoc Duties Carry out any other tasks or duties delegated by the HR & Infrastructure Manager or Team Leader. Person Specification Strong organizational and time management skills. Excellent communication and interpersonal abilities. Ability to work independently and as part of a team. Attention to detail and accuracy in record-keeping. Proficiency in Microsoft Office and HR systems (PeopleHR preferred).
We are working with a growing UK-based financial planning and advisory firm providing holistic and tailored financial advice to individuals and families. The business has experienced strong growth in recent years and continues to expand its service offering and national presence, including involvement in merger and acquisition activity within the sector. They are seeking an experienced and technically capable Paraplanner to join our team and support the continued delivery of high-quality financial planning advice. Key Responsibilities Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of financial products Review client fact-finds, risk profiling and objectives to ensure recommendations are appropriate and clearly documented Support Financial Planners with the preparation of client annual reviews Gather data, conduct valuations, review client objectives and prepare Annual Suitability Assessments in line with regulatory requirements Conduct detailed research across investment funds, pension schemes, tax wrappers, protection products and estate planning strategies Communicate with product providers to obtain policy information, valuations, illustrations and documentation Assist advisers with meeting preparation and post-meeting follow-ups Conduct Anti-Money Laundering checks and identity verification Ensure client records and documentation meet regulatory and internal compliance standards Maintain accurate and up-to-date records within the firm's CRM and back-office systems Work closely with advisers, administrators, compliance teams and investment managers to ensure seamless client service Contribute to improving paraplanning processes, templates and best practices as the firm continues to grow Fully remote work can be considered Skills & Experience Minimum 2 years' experience as a Paraplanner within a UK financial planning or advisory firm Diploma in Regulated Financial Planning (DipPFS or equivalent Level 4 qualification) Strong knowledge of financial planning products including pensions (DC & DB), ISAs, GIAs, bonds, trusts and protection Experience conducting AML checks and maintaining regulatory standards Excellent report-writing ability with strong attention to detail Good understanding of FCA regulations, particularly around ongoing suitability and annual assessments Experience using financial planning and research tools such as CRM/back-office systems, cashflow modelling software, or investment research platforms Highly organised with the ability to manage multiple priorities and work both independently and collaboratively Experience supporting a firm during or after merger and acquisition activity Familiarity with discretionary investment management, cashflow modelling and tax planning strategies Exposure to high-net-worth client cases and complex financial planning scenarios If this sounds like the role for you, apply today
Mar 25, 2026
Full time
We are working with a growing UK-based financial planning and advisory firm providing holistic and tailored financial advice to individuals and families. The business has experienced strong growth in recent years and continues to expand its service offering and national presence, including involvement in merger and acquisition activity within the sector. They are seeking an experienced and technically capable Paraplanner to join our team and support the continued delivery of high-quality financial planning advice. Key Responsibilities Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of financial products Review client fact-finds, risk profiling and objectives to ensure recommendations are appropriate and clearly documented Support Financial Planners with the preparation of client annual reviews Gather data, conduct valuations, review client objectives and prepare Annual Suitability Assessments in line with regulatory requirements Conduct detailed research across investment funds, pension schemes, tax wrappers, protection products and estate planning strategies Communicate with product providers to obtain policy information, valuations, illustrations and documentation Assist advisers with meeting preparation and post-meeting follow-ups Conduct Anti-Money Laundering checks and identity verification Ensure client records and documentation meet regulatory and internal compliance standards Maintain accurate and up-to-date records within the firm's CRM and back-office systems Work closely with advisers, administrators, compliance teams and investment managers to ensure seamless client service Contribute to improving paraplanning processes, templates and best practices as the firm continues to grow Fully remote work can be considered Skills & Experience Minimum 2 years' experience as a Paraplanner within a UK financial planning or advisory firm Diploma in Regulated Financial Planning (DipPFS or equivalent Level 4 qualification) Strong knowledge of financial planning products including pensions (DC & DB), ISAs, GIAs, bonds, trusts and protection Experience conducting AML checks and maintaining regulatory standards Excellent report-writing ability with strong attention to detail Good understanding of FCA regulations, particularly around ongoing suitability and annual assessments Experience using financial planning and research tools such as CRM/back-office systems, cashflow modelling software, or investment research platforms Highly organised with the ability to manage multiple priorities and work both independently and collaboratively Experience supporting a firm during or after merger and acquisition activity Familiarity with discretionary investment management, cashflow modelling and tax planning strategies Exposure to high-net-worth client cases and complex financial planning scenarios If this sounds like the role for you, apply today
Pay: £26,000.00-£28,000.00 per year Job Description: We require an Accounts Assistant for a telecoms company based in Newmarket. This is a huge opportunity for a bright Accounts Administrator to work for an exciting, attractive business with exceptional training. We are looking for someone personable, ambitious and the want to grow with the company. This is your chance to put your mark on the role, establishing yourself within a well-known business! A main part of your job role will require supporting the Finance Director. In this role you will: Deal with any payroll queries and keep on top of themAssist in Purchase Ledger DepartmentDeal with any incoming customer queriesAssist in the invoicing processDealing with Credit Control and aiding its consistencyRequired: 1 year of accounts experienceCustomer service abilityBenefits: Career ProgressionOnsite ParkingHolidays and PensionIf you are interested in this role please click apply Job Types: Full-time, Permanent Benefits: Company pensionFree parkingOn-site parkingApplication question(s): Have you got experience in bookkeeping softwares like Xero or Sage?Do you have your AAT level 2 or 3 in accounts?Experience: Accounts: 1 year (preferred)Work Location: In person
Mar 25, 2026
Full time
Pay: £26,000.00-£28,000.00 per year Job Description: We require an Accounts Assistant for a telecoms company based in Newmarket. This is a huge opportunity for a bright Accounts Administrator to work for an exciting, attractive business with exceptional training. We are looking for someone personable, ambitious and the want to grow with the company. This is your chance to put your mark on the role, establishing yourself within a well-known business! A main part of your job role will require supporting the Finance Director. In this role you will: Deal with any payroll queries and keep on top of themAssist in Purchase Ledger DepartmentDeal with any incoming customer queriesAssist in the invoicing processDealing with Credit Control and aiding its consistencyRequired: 1 year of accounts experienceCustomer service abilityBenefits: Career ProgressionOnsite ParkingHolidays and PensionIf you are interested in this role please click apply Job Types: Full-time, Permanent Benefits: Company pensionFree parkingOn-site parkingApplication question(s): Have you got experience in bookkeeping softwares like Xero or Sage?Do you have your AAT level 2 or 3 in accounts?Experience: Accounts: 1 year (preferred)Work Location: In person
Alban Recruitment Solutions
St. Albans, Hertfordshire
My client is looking for a highly organised and proactive Part TimeMortgage Administrator to become a key part of our team-supporting advisers and helping ensure every client journey runs smoothly from start to finish. The Role This isn't just a "paper-pushing" admin role. You'll be right at the heart of the business-playing a vital role in keeping mortgage applications progressing, clients informed, and deals moving efficiently. You'll work closely with our advisers, lenders, and clients, helping to deliver a seamless and professional experience every time. Key Responsibilities Managing mortgage applications from submission through to completion Liaising with lenders, solicitors, and clients to chase progress and updates Preparing and packaging cases accurately and efficiently Maintaining and updating CRM systems Supporting advisers with day-to-day administration Ensuring compliance and documentation is accurate and up to date Providing an excellent, professional client experience at all times What We're Looking For Highly organised with strong attention to detail Proactive and able to manage multiple cases at once A confident communicator (both written and verbal) Comfortable working in a fast-paced, client-focused environment Reliable, positive, and a genuine team player Experience in mortgage administration or financial services is essential . Desirable Experience Experience liaising with lenders, solicitors, and clients Familiarity with mortgage systems (e.g. CRM systems, lender portals, sourcing tools such as Twenty7Tec) Working Pattern 25 hours per week, spread across 4 days Working days can be flexible to suit the right candidate This is an office-based role in the St Albans branch Benefits 22 days holiday increasing to 27 depending on length of service. Day off on your birthday Company Pension Company socials The salary is £19,000 for the 25 hours per week
Mar 25, 2026
Full time
My client is looking for a highly organised and proactive Part TimeMortgage Administrator to become a key part of our team-supporting advisers and helping ensure every client journey runs smoothly from start to finish. The Role This isn't just a "paper-pushing" admin role. You'll be right at the heart of the business-playing a vital role in keeping mortgage applications progressing, clients informed, and deals moving efficiently. You'll work closely with our advisers, lenders, and clients, helping to deliver a seamless and professional experience every time. Key Responsibilities Managing mortgage applications from submission through to completion Liaising with lenders, solicitors, and clients to chase progress and updates Preparing and packaging cases accurately and efficiently Maintaining and updating CRM systems Supporting advisers with day-to-day administration Ensuring compliance and documentation is accurate and up to date Providing an excellent, professional client experience at all times What We're Looking For Highly organised with strong attention to detail Proactive and able to manage multiple cases at once A confident communicator (both written and verbal) Comfortable working in a fast-paced, client-focused environment Reliable, positive, and a genuine team player Experience in mortgage administration or financial services is essential . Desirable Experience Experience liaising with lenders, solicitors, and clients Familiarity with mortgage systems (e.g. CRM systems, lender portals, sourcing tools such as Twenty7Tec) Working Pattern 25 hours per week, spread across 4 days Working days can be flexible to suit the right candidate This is an office-based role in the St Albans branch Benefits 22 days holiday increasing to 27 depending on length of service. Day off on your birthday Company Pension Company socials The salary is £19,000 for the 25 hours per week
Paraplanner Leicester Office-based (1 day per week from home)Salary up to £42,000 + Excellent Benefits An established and highly respected Chartered Wealth Management and Financial Planning firm is seeking an experienced Paraplanner to join their team in the Leicester office. This role is ideal for a highly competent and detail-focused report writer who enjoys working closely with Financial Advisers to deliver high-quality, client-focused financial planning support. While the Level 4 Diploma in Financial Planning would be advantageous, it is not essential for this role - strong paraplanning and technical report writing experience is the key requirement. The role offers a collaborative working environment with advisers and support staff based in the office for most of the week, alongside one day working from home and an early 3pm finish every Friday . The firm itself is a well-established national wealth management business providing independent financial advice, investment management and estate planning services to a broad client base. The Role You will work closely with Financial Advisers to deliver high-quality technical support, ensuring advice recommendations are clearly documented, compliant and tailored to client needs. Your responsibilities will include: Writing detailed and compliant suitability reports across a range of financial planning areas Conducting technical research and product analysis to support adviser recommendations Preparing client review documentation and financial planning reports Supporting advisers with case preparation and recommendation structuring Ensuring all documentation meets regulatory and compliance standards Liaising with advisers, administrators and providers to progress client cases Maintaining accurate client records and documentation Assisting with pipeline management and case tracking Supporting advisers in delivering a smooth and efficient client journey Candidate Profile We are keen to speak with individuals who have strong technical paraplanning experience , particularly those who take pride in producing clear, well-structured and accurate client reports. Key requirements include: Previous experience working as a Paraplanner within Wealth Management or Financial Planning Strong suitability report writing experience across a range of advice areas Good technical knowledge of investments, pensions and protection Excellent written communication and attention to detail Strong research and analytical skills Ability to work collaboratively with advisers and support teams Level 4 Diploma in Financial Planning is beneficial but not essential Package Salary up to £42,000 1 day per week working from home Early 3pm finish every Friday 25 days annual leave Company pension scheme Additional flexible benefits This is an excellent opportunity for an experienced Paraplanner who enjoys technical work and producing high-quality financial planning reports to join a well-established firm offering stability, a supportive environment and a strong team culture.
Mar 25, 2026
Full time
Paraplanner Leicester Office-based (1 day per week from home)Salary up to £42,000 + Excellent Benefits An established and highly respected Chartered Wealth Management and Financial Planning firm is seeking an experienced Paraplanner to join their team in the Leicester office. This role is ideal for a highly competent and detail-focused report writer who enjoys working closely with Financial Advisers to deliver high-quality, client-focused financial planning support. While the Level 4 Diploma in Financial Planning would be advantageous, it is not essential for this role - strong paraplanning and technical report writing experience is the key requirement. The role offers a collaborative working environment with advisers and support staff based in the office for most of the week, alongside one day working from home and an early 3pm finish every Friday . The firm itself is a well-established national wealth management business providing independent financial advice, investment management and estate planning services to a broad client base. The Role You will work closely with Financial Advisers to deliver high-quality technical support, ensuring advice recommendations are clearly documented, compliant and tailored to client needs. Your responsibilities will include: Writing detailed and compliant suitability reports across a range of financial planning areas Conducting technical research and product analysis to support adviser recommendations Preparing client review documentation and financial planning reports Supporting advisers with case preparation and recommendation structuring Ensuring all documentation meets regulatory and compliance standards Liaising with advisers, administrators and providers to progress client cases Maintaining accurate client records and documentation Assisting with pipeline management and case tracking Supporting advisers in delivering a smooth and efficient client journey Candidate Profile We are keen to speak with individuals who have strong technical paraplanning experience , particularly those who take pride in producing clear, well-structured and accurate client reports. Key requirements include: Previous experience working as a Paraplanner within Wealth Management or Financial Planning Strong suitability report writing experience across a range of advice areas Good technical knowledge of investments, pensions and protection Excellent written communication and attention to detail Strong research and analytical skills Ability to work collaboratively with advisers and support teams Level 4 Diploma in Financial Planning is beneficial but not essential Package Salary up to £42,000 1 day per week working from home Early 3pm finish every Friday 25 days annual leave Company pension scheme Additional flexible benefits This is an excellent opportunity for an experienced Paraplanner who enjoys technical work and producing high-quality financial planning reports to join a well-established firm offering stability, a supportive environment and a strong team culture.
