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Ortus Psr
IFA Administrator
Ortus Psr Bristol, Somerset
IFA Administrator - Bristol Up to £35,000 Hybrid Working Support a Leading Wealth Management Firm & Elevate Your Career - National IFA firm Are you an experienced IFA Administrator looking for a role that offers career growth, a dynamic working environment, and hybrid flexibility? Join a highly respected Independent Financial Advisory (IFA) firm in London, where you'll be a vital part of a team delivering high-quality financial planning solutions. Salary - Up to £35,000 (DOE) Hybrid working - Split your time between home and the office 3 days in the office and 2 from home Established, growing firm with a strong reputation in wealth management Ongoing professional development and potential for career progression Supportive and collaborative team culture Your Role & Responsibilities Working in a team of Administrators supporting Financial Advisers As an IFA Administrator, you'll provide essential support to Financial Advisers and Paraplanners to ensure the seamless delivery of financial planning services. Your responsibilities will include: Client Administration - Processing new business applications, valuations, and policy updates Liaising with Providers - Managing correspondence with investment and pension providers Client Communication - Responding to client queries and ensuring an exceptional service experience Report & Document Preparation - Supporting advisers with documentation and compliance requirements CRM Management - Maintaining accurate client records and updating financial systems To be considered: Previous IFA/Wealth Management administration experience Strong understanding of pensions, investments products Excellent attention to detail and ability to work in a fast-paced environment A proactive, team-oriented mindset with great communication skills
Mar 18, 2026
Full time
IFA Administrator - Bristol Up to £35,000 Hybrid Working Support a Leading Wealth Management Firm & Elevate Your Career - National IFA firm Are you an experienced IFA Administrator looking for a role that offers career growth, a dynamic working environment, and hybrid flexibility? Join a highly respected Independent Financial Advisory (IFA) firm in London, where you'll be a vital part of a team delivering high-quality financial planning solutions. Salary - Up to £35,000 (DOE) Hybrid working - Split your time between home and the office 3 days in the office and 2 from home Established, growing firm with a strong reputation in wealth management Ongoing professional development and potential for career progression Supportive and collaborative team culture Your Role & Responsibilities Working in a team of Administrators supporting Financial Advisers As an IFA Administrator, you'll provide essential support to Financial Advisers and Paraplanners to ensure the seamless delivery of financial planning services. Your responsibilities will include: Client Administration - Processing new business applications, valuations, and policy updates Liaising with Providers - Managing correspondence with investment and pension providers Client Communication - Responding to client queries and ensuring an exceptional service experience Report & Document Preparation - Supporting advisers with documentation and compliance requirements CRM Management - Maintaining accurate client records and updating financial systems To be considered: Previous IFA/Wealth Management administration experience Strong understanding of pensions, investments products Excellent attention to detail and ability to work in a fast-paced environment A proactive, team-oriented mindset with great communication skills
Aspired Careers Limited
Mortgage Administrator
Aspired Careers Limited
Mortgage Administrator London Salary up to £40,000 Do you want to join a supportive, people-first team where your expertise is genuinely valued? The Opportunity An established brokerage is expanding its operations team and is seeking an experienced Mortgage Administrator to support advisers across the business. You'll play a key role in progressing cases efficiently from application through to completion, ensuring an exceptional client journey. Supported by strong lender relationships and a collaborative family-feel culture, this is a great place for someone who values stability, development and recognition. Key Responsibilities Manage mortgage and specialist finance applications from submission to completion Liaise with lenders, solicitors, valuers and clients to keep cases moving Prepare and check documentation, ensuring accuracy and compliance Support advisers with case packaging, document gathering and pipeline updates Maintain organised case notes and update CRM systems Deliver excellent customer service and proactive communication Assist across Residential, Bridging, BTL and Commercial cases What You'll Bring Experience in mortgage administration, case management, mortgage processing or packaging is essential. Strong organisational skills and the ability to manage multiple cases Clear communication skills and a professional, client-focused approach High attention to detail and a proactive mindset Ability to work effectively in a fast-paced, supportive team What's on Offer Salary up to £40,000 (depending on experience) Clear progression into senior administration, case management or adviser pathways Supportive, people-first culture with genuine recognition Opportunities to develop into specialist finance areas. Apply Today If you're an organised, proactive Mortgage Administrator looking to grow within a collaborative environment that values people and progression, apply today. Equal Opportunities At Aspired Careers, we believe recruitment should create lasting impact. Diversity, equity and inclusion are central to our ethos. We welcome applications from all talented individuals regardless of background. Mortgage Administrator, Mortgage Admin, Case Manager, Case Handler, Mortgage Processing, Mortgage Packaging, Residential Mortgages, Bridging, BTL, Commercial Mortgages, Financial Services Admin
Mar 18, 2026
Full time
Mortgage Administrator London Salary up to £40,000 Do you want to join a supportive, people-first team where your expertise is genuinely valued? The Opportunity An established brokerage is expanding its operations team and is seeking an experienced Mortgage Administrator to support advisers across the business. You'll play a key role in progressing cases efficiently from application through to completion, ensuring an exceptional client journey. Supported by strong lender relationships and a collaborative family-feel culture, this is a great place for someone who values stability, development and recognition. Key Responsibilities Manage mortgage and specialist finance applications from submission to completion Liaise with lenders, solicitors, valuers and clients to keep cases moving Prepare and check documentation, ensuring accuracy and compliance Support advisers with case packaging, document gathering and pipeline updates Maintain organised case notes and update CRM systems Deliver excellent customer service and proactive communication Assist across Residential, Bridging, BTL and Commercial cases What You'll Bring Experience in mortgage administration, case management, mortgage processing or packaging is essential. Strong organisational skills and the ability to manage multiple cases Clear communication skills and a professional, client-focused approach High attention to detail and a proactive mindset Ability to work effectively in a fast-paced, supportive team What's on Offer Salary up to £40,000 (depending on experience) Clear progression into senior administration, case management or adviser pathways Supportive, people-first culture with genuine recognition Opportunities to develop into specialist finance areas. Apply Today If you're an organised, proactive Mortgage Administrator looking to grow within a collaborative environment that values people and progression, apply today. Equal Opportunities At Aspired Careers, we believe recruitment should create lasting impact. Diversity, equity and inclusion are central to our ethos. We welcome applications from all talented individuals regardless of background. Mortgage Administrator, Mortgage Admin, Case Manager, Case Handler, Mortgage Processing, Mortgage Packaging, Residential Mortgages, Bridging, BTL, Commercial Mortgages, Financial Services Admin
Fish Hook Careers Limited
Office Administrator/Recruitment Resourcer
Fish Hook Careers Limited Cambridge, Cambridgeshire
Welcome to Fish Hook Careers We are an independent in-house recruitment consultancy based in Oakington, specialising in delivering tailored talent solutions across Sales & Marketing, Events & Exhibitions, FMCG, Digital Technology, Creative, HR and Business Support. With more than 24 years of experience, we pride ourselves on building lasting relationships with our clients by immersing ourselves in their business and understanding their culture. As In-House Talent Acquisition Managers, we bring together clients and candidates who deliver talent, innovation, and initiative. The Opportunity We are looking for a highly organised and proactive Office Administrator/Recruitment Resourcer to join our busy recruitment team in Oakington. This is a hands-on, varied role offering responsibility, variety, and the chance to grow your career in recruitment, HR, and talent acquisition. You'll work closely with our Consultants to identify, engage, and assess top talent across multiple industries, ensuring candidates have a great experience and our clients get the best matches. Key Responsibilities Office & HR Administration Support our Managing Consultant with account management for key in-house clients Liaise with HR teams, organising interviews and managing communications with clients and candidates Daily inbox management to ensure all applications are reviewed and responded Provide clerical and administrative support across HR functions and projects Recruitment & Resourcing Proactively source candidates via LinkedIn, job boards, social media, referrals, and networking Conduct structured phone, video, and written screenings (training provided) to assess skills, experience, and cultural fit Prepare pre-screened, high-quality shortlists for HR teams and Consultants Write and post compelling job adverts to attract the right talent Research the market to identify talent trends and new sourcing opportunities Coordinate interviews and provide timely feedback to candidates and hiring managers About You You thrive on variety, enjoy connecting with people, and approach every task proactively. You will be: Educated to GCSE level or equivalent, or have relevant experience Minimum 3 years office administration experience Previous experience in recruitment resourcing, talent acquisition, or candidate screening (agency or in-house) - advantageous but not essential Confident and professional on the phone - customer service at the heart of everything you do! Highly motivated, able to work on your own initiative, and a strong team player Organised, able to multitask across multiple roles and sectors Confident communicator with excellent relationship-building skills Able to thrive in a fast-moving environment IT-literate, including email and Microsoft Office Able to make a great cup of tea! Desirable skills: Experience using ATS/CRM systems, LinkedIn Recruiter/job boards (training will be provided) Knowledge of Boolean search techniques and candidate sourcing strategies (training will be provided) Why Join Fish Hook Careers? At Fish Hook Careers, you'll gain hands-on recruitment experience in a supportive, collaborative environment. You'll contribute to real recruitment campaigns, work across diverse industries, and see the tangible impact of your work every day. We are a small, friendly consultancy that values initiative, creativity, and quality. This is a fantastic opportunity to develop your recruitment skills and help candidates take the next step in their careers.
Mar 18, 2026
Contractor
Welcome to Fish Hook Careers We are an independent in-house recruitment consultancy based in Oakington, specialising in delivering tailored talent solutions across Sales & Marketing, Events & Exhibitions, FMCG, Digital Technology, Creative, HR and Business Support. With more than 24 years of experience, we pride ourselves on building lasting relationships with our clients by immersing ourselves in their business and understanding their culture. As In-House Talent Acquisition Managers, we bring together clients and candidates who deliver talent, innovation, and initiative. The Opportunity We are looking for a highly organised and proactive Office Administrator/Recruitment Resourcer to join our busy recruitment team in Oakington. This is a hands-on, varied role offering responsibility, variety, and the chance to grow your career in recruitment, HR, and talent acquisition. You'll work closely with our Consultants to identify, engage, and assess top talent across multiple industries, ensuring candidates have a great experience and our clients get the best matches. Key Responsibilities Office & HR Administration Support our Managing Consultant with account management for key in-house clients Liaise with HR teams, organising interviews and managing communications with clients and candidates Daily inbox management to ensure all applications are reviewed and responded Provide clerical and administrative support across HR functions and projects Recruitment & Resourcing Proactively source candidates via LinkedIn, job boards, social media, referrals, and networking Conduct structured phone, video, and written screenings (training provided) to assess skills, experience, and cultural fit Prepare pre-screened, high-quality shortlists for HR teams and Consultants Write and post compelling job adverts to attract the right talent Research the market to identify talent trends and new sourcing opportunities Coordinate interviews and provide timely feedback to candidates and hiring managers About You You thrive on variety, enjoy connecting with people, and approach every task proactively. You will be: Educated to GCSE level or equivalent, or have relevant experience Minimum 3 years office administration experience Previous experience in recruitment resourcing, talent acquisition, or candidate screening (agency or in-house) - advantageous but not essential Confident and professional on the phone - customer service at the heart of everything you do! Highly motivated, able to work on your own initiative, and a strong team player Organised, able to multitask across multiple roles and sectors Confident communicator with excellent relationship-building skills Able to thrive in a fast-moving environment IT-literate, including email and Microsoft Office Able to make a great cup of tea! Desirable skills: Experience using ATS/CRM systems, LinkedIn Recruiter/job boards (training will be provided) Knowledge of Boolean search techniques and candidate sourcing strategies (training will be provided) Why Join Fish Hook Careers? At Fish Hook Careers, you'll gain hands-on recruitment experience in a supportive, collaborative environment. You'll contribute to real recruitment campaigns, work across diverse industries, and see the tangible impact of your work every day. We are a small, friendly consultancy that values initiative, creativity, and quality. This is a fantastic opportunity to develop your recruitment skills and help candidates take the next step in their careers.
Citizens Advice Doncaster Borough
Advice Session Supervisor
Citizens Advice Doncaster Borough
The role As our Advice Session Supervision, you will play a pivotal role in leading and managing the delivery of advice services across both office-based and community outreach settings. You will supervise, support, and develop a team of employed advisers, volunteers, and supervisors ensuring our services are of the highest quality and delivered in line with Citizens Advice standards. This includes oversight of advice sessions, project coordination, case checking, and ensuring team members are up to date with training and development. This is a key leadership role requiring strong people management skills, sound advice knowledge, and the ability to motivate and empower others. You will demonstrate a deep commitment to the aims and principles of the Citizens Advice service, with a passion for achieving the best outcomes for our clients. To succeed in this role, you will be: Resilient and calm under pressure A strong communicator and confident decision-maker Flexible and proactive in a fast-paced and evolving environment Organised, responsive, and capable of leading others through change You ll also bring experience of delivering advice and working with diverse client groups. The role will involve regular travel between our central office and community venues across the City of Doncaster, so flexibility and a willingness to work in various locations is essential. Role profile Team Leadership & Line Management Supervise and support a team of advisers and volunteers in order to provide high quality accurate advice to service users and partners Conduct regular supervision, appraisals, and performance reviews. Support with recruitment, induction, and development for advisers and supervisors. Promote a culture of collaboration, learning, and inclusion. Service Delivery Oversight Ensure smooth delivery of generalist and specialist advice services across all channels (in-person, phone, online, outreach). Monitor session flow and respond to operational pressures and safeguarding issues. Manage rota planning and resource allocation in response to demand. Quality & Compliance Oversee quality assurance and ensure advice meets Citizens Advice standards. Conduct case checks, Independent file reviews, and support remedial action where needed. Promote continuous improvement and respond to client feedback or complaints. Ensure supervisors, advisers and volunteers complete tasks and remedial action in a timely manner. Technical Support & Guidance Act as a point of escalation for complex advice queries from supervisors, advisers and volunteers Ensure technical knowledge is shared and updated across the team. Contribute to internal training and CPD activities. Training & Development Ensure all supervisors, advisers, and volunteers are up to date with mandatory and role-specific training. Monitor attendance at refresher events and promote a learning culture. Liaise with internal trainers to coordinate support and capacity building across teams. Ensure own training and professional development is kept up to date in line with role requirements. Service Development & Data Monitoring Use data, KPIs and trends to inform improvements and plan service delivery. Support the development and implementation of new projects and funding bids. Engage with partners and stakeholders to extend service reach and impact. Research and campaigns Assist with research and campaigns by providing information on clients' circumstances and current issues faced Provide statistical information on the number of clients and nature of cases and provide regular reports to management. Monitor service provision to ensure that it reaches the widest possible client group. Alert other staff to local and national issues and campaigns. Person specification Essential: At least 1 years experience supervising advice services or managing advice teams. Sound understanding of regulated advice delivery (e.g., debt, benefits, housing). Proven ability to manage people and deliver operational leadership. Experience conducting case checks and applying Citizens Advice quality standards. Strong interpersonal and problem-solving skills Have access to a vehicle and be willing to travel to locations across Doncaster An understanding of local and national issues that may affect those accessing the service provision Desirable: Experience of building relationships with partners and external organisations Experience of working within a community setting Proven experience of working towards and achieving targets and running funded projects Experience of providing advice Familiarity with Citizens Advice systems and service models. In accordance with Citizens Advice national policy we may require the successful candidate to be screened by the DBS. However, a criminal record will not necessarily be a bar to your being able to take up the job. Terms and conditions Full time salary £28,000 - £31,700 per annum depending on experience Hours - 37 hours per week with some requirement for out of usual office hours remote supervision A full-time post holder will be entitled to 28 days which are inclusive of the 8 normal bank holidays and 4 associated days. What we give our staff We re proud to be a National Living Wage employer, committed to ensuring all our staff are paid fairly and competitively. At Citizens Advice Doncaster Borough, we value our people and offer a comprehensive benefits package to support your health, wellbeing, and professional growth. This includes: Access to the Cycle to Work scheme, promoting healthy, sustainable travel Membership of the Westfield Health Cash Plan, providing money back on everyday healthcare costs such as optical, dental, and physiotherapy A tailored induction and ongoing training, with opportunities for continuous professional development A collaborative, supportive team environment with regular peer support and knowledge sharing The option to join our pension scheme through NEST, including employer contributions to support your financial future Join us and be part of a friendly, purpose-driven team making a real difference in people s lives across Doncaster. Our values We re inventive. We re not afraid of trying new things and learn by getting things wrong. We question every idea to make it better and we change when things aren t working. We re generous. We work together, sharing knowledge and experience to solve problems. We tell it like it is and respect everyone. We re responsible. We do what we say we ll do and keep our promises. We remember that we work for a charity and use our resources effectively. 3 things you should know about us 1. We re local and we re national. We have 6 national offices and offer direct support to people in around 300 independent local Citizens Advice services across England and Wales. 2. We re here for everyone. Our advice helps people solve problems and our advocacy helps fix problems in society. Whatever the problem, we won t turn people away. 3. We re listened to - and we make a difference. Our trusted brand and the quality of our research mean we make a real impact on behalf of the people who rely on us. How Citizens Advice Doncaster Borough works We are an independent charity governed by our trustee board, and operating from 3 main offices, plus outreaches, across the borough of Doncaster. Our Chief Executive is James Woods. We are a forward-looking and expanding organisation with a team of paid and volunteer advisers and admin staff. Our team works across all our offices to deliver high quality generalist advice and casework in debt and benefits and clients have access to our services through drop-in, appointment, telephone, email and web chat. We are committed to Citizens Advice aims, principles and policies and equality and diversity standards are embedded throughout our organisation. It is essential that all our clients have an equal opportunity to access our services and all our staff work hard to put this into practice. Overview of Citizens Advice The Citizens Advice service is made up of Citizens Advice - the national charity - and a network of around 300 local Citizens Advice members. This role sits our network of independent charities, delivering services from over 600 local Citizens Advice outlets over 1,800 community centres, GPs surgeries and prisons They do this with: 6,500 local staff over 23,000 trained volunteers
Mar 18, 2026
Full time
The role As our Advice Session Supervision, you will play a pivotal role in leading and managing the delivery of advice services across both office-based and community outreach settings. You will supervise, support, and develop a team of employed advisers, volunteers, and supervisors ensuring our services are of the highest quality and delivered in line with Citizens Advice standards. This includes oversight of advice sessions, project coordination, case checking, and ensuring team members are up to date with training and development. This is a key leadership role requiring strong people management skills, sound advice knowledge, and the ability to motivate and empower others. You will demonstrate a deep commitment to the aims and principles of the Citizens Advice service, with a passion for achieving the best outcomes for our clients. To succeed in this role, you will be: Resilient and calm under pressure A strong communicator and confident decision-maker Flexible and proactive in a fast-paced and evolving environment Organised, responsive, and capable of leading others through change You ll also bring experience of delivering advice and working with diverse client groups. The role will involve regular travel between our central office and community venues across the City of Doncaster, so flexibility and a willingness to work in various locations is essential. Role profile Team Leadership & Line Management Supervise and support a team of advisers and volunteers in order to provide high quality accurate advice to service users and partners Conduct regular supervision, appraisals, and performance reviews. Support with recruitment, induction, and development for advisers and supervisors. Promote a culture of collaboration, learning, and inclusion. Service Delivery Oversight Ensure smooth delivery of generalist and specialist advice services across all channels (in-person, phone, online, outreach). Monitor session flow and respond to operational pressures and safeguarding issues. Manage rota planning and resource allocation in response to demand. Quality & Compliance Oversee quality assurance and ensure advice meets Citizens Advice standards. Conduct case checks, Independent file reviews, and support remedial action where needed. Promote continuous improvement and respond to client feedback or complaints. Ensure supervisors, advisers and volunteers complete tasks and remedial action in a timely manner. Technical Support & Guidance Act as a point of escalation for complex advice queries from supervisors, advisers and volunteers Ensure technical knowledge is shared and updated across the team. Contribute to internal training and CPD activities. Training & Development Ensure all supervisors, advisers, and volunteers are up to date with mandatory and role-specific training. Monitor attendance at refresher events and promote a learning culture. Liaise with internal trainers to coordinate support and capacity building across teams. Ensure own training and professional development is kept up to date in line with role requirements. Service Development & Data Monitoring Use data, KPIs and trends to inform improvements and plan service delivery. Support the development and implementation of new projects and funding bids. Engage with partners and stakeholders to extend service reach and impact. Research and campaigns Assist with research and campaigns by providing information on clients' circumstances and current issues faced Provide statistical information on the number of clients and nature of cases and provide regular reports to management. Monitor service provision to ensure that it reaches the widest possible client group. Alert other staff to local and national issues and campaigns. Person specification Essential: At least 1 years experience supervising advice services or managing advice teams. Sound understanding of regulated advice delivery (e.g., debt, benefits, housing). Proven ability to manage people and deliver operational leadership. Experience conducting case checks and applying Citizens Advice quality standards. Strong interpersonal and problem-solving skills Have access to a vehicle and be willing to travel to locations across Doncaster An understanding of local and national issues that may affect those accessing the service provision Desirable: Experience of building relationships with partners and external organisations Experience of working within a community setting Proven experience of working towards and achieving targets and running funded projects Experience of providing advice Familiarity with Citizens Advice systems and service models. In accordance with Citizens Advice national policy we may require the successful candidate to be screened by the DBS. However, a criminal record will not necessarily be a bar to your being able to take up the job. Terms and conditions Full time salary £28,000 - £31,700 per annum depending on experience Hours - 37 hours per week with some requirement for out of usual office hours remote supervision A full-time post holder will be entitled to 28 days which are inclusive of the 8 normal bank holidays and 4 associated days. What we give our staff We re proud to be a National Living Wage employer, committed to ensuring all our staff are paid fairly and competitively. At Citizens Advice Doncaster Borough, we value our people and offer a comprehensive benefits package to support your health, wellbeing, and professional growth. This includes: Access to the Cycle to Work scheme, promoting healthy, sustainable travel Membership of the Westfield Health Cash Plan, providing money back on everyday healthcare costs such as optical, dental, and physiotherapy A tailored induction and ongoing training, with opportunities for continuous professional development A collaborative, supportive team environment with regular peer support and knowledge sharing The option to join our pension scheme through NEST, including employer contributions to support your financial future Join us and be part of a friendly, purpose-driven team making a real difference in people s lives across Doncaster. Our values We re inventive. We re not afraid of trying new things and learn by getting things wrong. We question every idea to make it better and we change when things aren t working. We re generous. We work together, sharing knowledge and experience to solve problems. We tell it like it is and respect everyone. We re responsible. We do what we say we ll do and keep our promises. We remember that we work for a charity and use our resources effectively. 3 things you should know about us 1. We re local and we re national. We have 6 national offices and offer direct support to people in around 300 independent local Citizens Advice services across England and Wales. 2. We re here for everyone. Our advice helps people solve problems and our advocacy helps fix problems in society. Whatever the problem, we won t turn people away. 3. We re listened to - and we make a difference. Our trusted brand and the quality of our research mean we make a real impact on behalf of the people who rely on us. How Citizens Advice Doncaster Borough works We are an independent charity governed by our trustee board, and operating from 3 main offices, plus outreaches, across the borough of Doncaster. Our Chief Executive is James Woods. We are a forward-looking and expanding organisation with a team of paid and volunteer advisers and admin staff. Our team works across all our offices to deliver high quality generalist advice and casework in debt and benefits and clients have access to our services through drop-in, appointment, telephone, email and web chat. We are committed to Citizens Advice aims, principles and policies and equality and diversity standards are embedded throughout our organisation. It is essential that all our clients have an equal opportunity to access our services and all our staff work hard to put this into practice. Overview of Citizens Advice The Citizens Advice service is made up of Citizens Advice - the national charity - and a network of around 300 local Citizens Advice members. This role sits our network of independent charities, delivering services from over 600 local Citizens Advice outlets over 1,800 community centres, GPs surgeries and prisons They do this with: 6,500 local staff over 23,000 trained volunteers
Fish Hook Careers Limited
Junior/Office Administrator
Fish Hook Careers Limited Cambridge, Cambridgeshire
Welcome to Fish Hook Careers We are an independent in-house recruitment consultancy based in Oakington, specialising in delivering tailored talent solutions across Sales & Marketing, Events & Exhibitions, FMCG, Digital Technology, Creative, HR and Business Support. With more than 24 years of experience, we pride ourselves on building lasting relationships with our clients by immersing ourselves in their business and understanding their culture. As In-House Talent Acquisition Managers, we bring together clients and candidates who deliver talent, innovation, and initiative. The Opportunity We are looking for a highly organised and proactive Junior Office Administrator to join our busy recruitment team in Oakington. This is a hands-on, varied role offering responsibility, variety, and the chance to grow your career in recruitment, HR, and talent acquisition. You'll work closely with our Consultants to identify, engage, and assess top talent across multiple industries, ensuring candidates have a great experience and our clients get the best matches. Key Responsibilities Office & HR Administration Support our Managing Consultant with account management for key in-house clients Liaise with HR teams, organising interviews and managing communications with clients and candidates Daily inbox management to ensure all applications are reviewed and responded Provide clerical and administrative support across HR functions and projects Recruitment & Resourcing Proactively source candidates via LinkedIn, job boards, social media, referrals, and networking Conduct structured phone, video, and written screenings (training provided) to assess skills, experience, and cultural fit Prepare pre-screened, high-quality shortlists for HR teams and Consultants Write and post compelling job adverts to attract the right talent Research the market to identify talent trends and new sourcing opportunities Coordinate interviews and provide timely feedback to candidates and hiring managers About You You thrive on variety, enjoy connecting with people, and approach every task proactively. You will be: Educated to GCSE level or equivalent, or have relevant experience Minimum 1-2 years office administration experience Previous experience in recruitment resourcing, talent acquisition, or candidate screening (agency or in-house) - advantageous but not essential Confident and professional on the phone - customer service at the heart of everything you do! Highly motivated, able to work on your own initiative, and a strong team player Organised, able to multitask across multiple roles and sectors Confident communicator with excellent relationship-building skills Able to thrive in a fast-moving environment IT-literate, including email and Microsoft Office Able to make a great cup of tea! Desirable skills: Experience using ATS/CRM systems, LinkedIn Recruiter/job boards (training will be provided) Knowledge of Boolean search techniques and candidate sourcing strategies (training will be provided) Why Join Fish Hook Careers? At Fish Hook Careers, you'll gain hands-on recruitment experience in a supportive, collaborative environment. You'll contribute to real recruitment campaigns, work across diverse industries, and see the tangible impact of your work every day. We are a small, friendly consultancy that values initiative, creativity, and quality. This is a fantastic opportunity to develop your recruitment skills and help candidates take the next step in their careers.
Mar 18, 2026
Contractor
Welcome to Fish Hook Careers We are an independent in-house recruitment consultancy based in Oakington, specialising in delivering tailored talent solutions across Sales & Marketing, Events & Exhibitions, FMCG, Digital Technology, Creative, HR and Business Support. With more than 24 years of experience, we pride ourselves on building lasting relationships with our clients by immersing ourselves in their business and understanding their culture. As In-House Talent Acquisition Managers, we bring together clients and candidates who deliver talent, innovation, and initiative. The Opportunity We are looking for a highly organised and proactive Junior Office Administrator to join our busy recruitment team in Oakington. This is a hands-on, varied role offering responsibility, variety, and the chance to grow your career in recruitment, HR, and talent acquisition. You'll work closely with our Consultants to identify, engage, and assess top talent across multiple industries, ensuring candidates have a great experience and our clients get the best matches. Key Responsibilities Office & HR Administration Support our Managing Consultant with account management for key in-house clients Liaise with HR teams, organising interviews and managing communications with clients and candidates Daily inbox management to ensure all applications are reviewed and responded Provide clerical and administrative support across HR functions and projects Recruitment & Resourcing Proactively source candidates via LinkedIn, job boards, social media, referrals, and networking Conduct structured phone, video, and written screenings (training provided) to assess skills, experience, and cultural fit Prepare pre-screened, high-quality shortlists for HR teams and Consultants Write and post compelling job adverts to attract the right talent Research the market to identify talent trends and new sourcing opportunities Coordinate interviews and provide timely feedback to candidates and hiring managers About You You thrive on variety, enjoy connecting with people, and approach every task proactively. You will be: Educated to GCSE level or equivalent, or have relevant experience Minimum 1-2 years office administration experience Previous experience in recruitment resourcing, talent acquisition, or candidate screening (agency or in-house) - advantageous but not essential Confident and professional on the phone - customer service at the heart of everything you do! Highly motivated, able to work on your own initiative, and a strong team player Organised, able to multitask across multiple roles and sectors Confident communicator with excellent relationship-building skills Able to thrive in a fast-moving environment IT-literate, including email and Microsoft Office Able to make a great cup of tea! Desirable skills: Experience using ATS/CRM systems, LinkedIn Recruiter/job boards (training will be provided) Knowledge of Boolean search techniques and candidate sourcing strategies (training will be provided) Why Join Fish Hook Careers? At Fish Hook Careers, you'll gain hands-on recruitment experience in a supportive, collaborative environment. You'll contribute to real recruitment campaigns, work across diverse industries, and see the tangible impact of your work every day. We are a small, friendly consultancy that values initiative, creativity, and quality. This is a fantastic opportunity to develop your recruitment skills and help candidates take the next step in their careers.
Bagshaws
Sales Administrator
Bagshaws Derby, Derbyshire
Job Description At Bagshaws Residential, part of the Connells Group, we're looking for a highly motivated Sales Administrator to support our fantastic team in Derby. As our Sales Administrator you will take ownership of office administration accurately and efficiently and in a professional manner, within a busy customer facing environment. A quick look at the role In this role you will support the sales team within the office with administrative duties. This will involve uploading property details onto various property portals, dealing with customer enquiries both in branch and over the phone and ensuring office expenditure is maintained within budgeted levels. What's in it for you Sales Administrator? Industry leading training and development Demonstrable career ladder Opportunities for progression Supportive , rewarding and fun environment Team incentives Understanding of operations within an estate agency business Skills and experience required to be a successful Sales Administrator Customer focused and comfortable in a client facing role Resilient , positive , numerate and detail oriented Organised and able to prioritise workload in a faced paced environment Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.EA06672
Mar 18, 2026
Full time
Job Description At Bagshaws Residential, part of the Connells Group, we're looking for a highly motivated Sales Administrator to support our fantastic team in Derby. As our Sales Administrator you will take ownership of office administration accurately and efficiently and in a professional manner, within a busy customer facing environment. A quick look at the role In this role you will support the sales team within the office with administrative duties. This will involve uploading property details onto various property portals, dealing with customer enquiries both in branch and over the phone and ensuring office expenditure is maintained within budgeted levels. What's in it for you Sales Administrator? Industry leading training and development Demonstrable career ladder Opportunities for progression Supportive , rewarding and fun environment Team incentives Understanding of operations within an estate agency business Skills and experience required to be a successful Sales Administrator Customer focused and comfortable in a client facing role Resilient , positive , numerate and detail oriented Organised and able to prioritise workload in a faced paced environment Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.EA06672
Halecroft Recruitment
Financial Planning Administrator
Halecroft Recruitment Altrincham, Cheshire
Financial Planning Administrator - Altrincham Are you a highly organised, detail-focused administrator looking to join a supportive and professional financial services team? We are seeking a Financial Planning Administrator to provide efficient, friendly, and professional administration support to both clients and IFAs. The Role: In this key role, you will be responsible for supporting the smooth running of our client and adviser services, including: Handling adhoc queries from Advisers, Clients, and Providers Maintaining client files and recording tasks via back-office systems Managing postal activity (incoming and outgoing) Processing new business applications (online and post) Loading and maintaining data on CRM systems Processing Letters of Authority and valuations Liaising with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs, quotes, illustrations, fact sheets, and order projections Booking client review appointments and managing IFA diaries Printing and binding client suitability reports Administering client investment funds and constructing portfolios Updating IFAs and clients on the progress of new business cases Maintaining all client policy data and associated income expectancies Processing client withdrawals as required Skills & Attributes: Excellent oral and written communication skills Strong administrative and organisational skills with high accuracy Proficient in keyboarding and data entry Attention to detail and commitment to quality Flexible, adaptable, and a strong team player Ability to build effective working relationships at all levels Experience & Knowledge: Previous administration experience - essential Financial services experience - ideal Experience working within defined service standards, policies, and procedures Demonstrated commitment and longevity in previous roles Good knowledge of Microsoft Office Understanding of financial products and regulatory requirements - advantageous Proven track record in delivering excellent client satisfaction What We Offer: Salary: Negotiable, depending on experience Benefits: Death in Service Cover (4 x salary), 6% employer pension contribution, PHI long-term sickness cover (75% of salary) Holidays: 25 days + bank holidays, increasing by 1 day per year up to a maximum of 30 days Study support for industry-related qualifications Office-based role in Altrincham, Cheshire, working Monday - Friday, 8:30am - 5:00pm If you are a dedicated administrator with a passion for delivering excellent client service, we would love to hear from you!
Mar 18, 2026
Full time
Financial Planning Administrator - Altrincham Are you a highly organised, detail-focused administrator looking to join a supportive and professional financial services team? We are seeking a Financial Planning Administrator to provide efficient, friendly, and professional administration support to both clients and IFAs. The Role: In this key role, you will be responsible for supporting the smooth running of our client and adviser services, including: Handling adhoc queries from Advisers, Clients, and Providers Maintaining client files and recording tasks via back-office systems Managing postal activity (incoming and outgoing) Processing new business applications (online and post) Loading and maintaining data on CRM systems Processing Letters of Authority and valuations Liaising with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs, quotes, illustrations, fact sheets, and order projections Booking client review appointments and managing IFA diaries Printing and binding client suitability reports Administering client investment funds and constructing portfolios Updating IFAs and clients on the progress of new business cases Maintaining all client policy data and associated income expectancies Processing client withdrawals as required Skills & Attributes: Excellent oral and written communication skills Strong administrative and organisational skills with high accuracy Proficient in keyboarding and data entry Attention to detail and commitment to quality Flexible, adaptable, and a strong team player Ability to build effective working relationships at all levels Experience & Knowledge: Previous administration experience - essential Financial services experience - ideal Experience working within defined service standards, policies, and procedures Demonstrated commitment and longevity in previous roles Good knowledge of Microsoft Office Understanding of financial products and regulatory requirements - advantageous Proven track record in delivering excellent client satisfaction What We Offer: Salary: Negotiable, depending on experience Benefits: Death in Service Cover (4 x salary), 6% employer pension contribution, PHI long-term sickness cover (75% of salary) Holidays: 25 days + bank holidays, increasing by 1 day per year up to a maximum of 30 days Study support for industry-related qualifications Office-based role in Altrincham, Cheshire, working Monday - Friday, 8:30am - 5:00pm If you are a dedicated administrator with a passion for delivering excellent client service, we would love to hear from you!
Grove Talent Solutions
Financial Planning Administrator
Grove Talent Solutions Kettering, Northamptonshire
Financial Planning Administrator Location: Kettering Salary: £ Negotiable The Opportunity This is an opportunity to join a modern, independent financial planning firm seeking an organised and proactive IFA Administrator to join its growing team in Kettering. This is an excellent opportunity for someone looking to build a long-term career in financial services within a supportive and professional environment. Role Overview The successful candidate will provide essential administrative support to Financial Planners and Paraplanners, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and a genuine interest in financial planning. Key Responsibilities Processing new business applications and maintaining accurate client records. Liaising with providers to obtain policy information and updates. Preparing documentation for client meetings, including valuations and reports. Managing client communications and scheduling appointments. Supporting the team with compliance and regulatory requirements. Assisting with annual reviews and updating client files accordingly. Candidate Skills Essential: Previous experience in an IFA or financial services administration role. Strong organisational and communication skills. High level of accuracy and attention to detail. Proficient in Microsoft Office and CRM systems. Desirable: Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent). Experience with Intelligent Office (IO) would be advantageous A proactive attitude and willingness to learn and grow within the role. Some of the Benefits on offer include: Fantastic holiday allowance of up to 30 days Annual Holiday + Bank Holidays. (Salary Purchase) Private Medical Insurance Strong Pension Scheme CII Exams & Membership funding Discretionary Bonus Opportunity for progression towards paraplanning and advising in the future.
Mar 18, 2026
Full time
Financial Planning Administrator Location: Kettering Salary: £ Negotiable The Opportunity This is an opportunity to join a modern, independent financial planning firm seeking an organised and proactive IFA Administrator to join its growing team in Kettering. This is an excellent opportunity for someone looking to build a long-term career in financial services within a supportive and professional environment. Role Overview The successful candidate will provide essential administrative support to Financial Planners and Paraplanners, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and a genuine interest in financial planning. Key Responsibilities Processing new business applications and maintaining accurate client records. Liaising with providers to obtain policy information and updates. Preparing documentation for client meetings, including valuations and reports. Managing client communications and scheduling appointments. Supporting the team with compliance and regulatory requirements. Assisting with annual reviews and updating client files accordingly. Candidate Skills Essential: Previous experience in an IFA or financial services administration role. Strong organisational and communication skills. High level of accuracy and attention to detail. Proficient in Microsoft Office and CRM systems. Desirable: Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent). Experience with Intelligent Office (IO) would be advantageous A proactive attitude and willingness to learn and grow within the role. Some of the Benefits on offer include: Fantastic holiday allowance of up to 30 days Annual Holiday + Bank Holidays. (Salary Purchase) Private Medical Insurance Strong Pension Scheme CII Exams & Membership funding Discretionary Bonus Opportunity for progression towards paraplanning and advising in the future.
Bell Cornwall Recruitment
HR Administrator Part time
Bell Cornwall Recruitment
HR Administrator (Part Time) £25,000 - £27,000 (Full time equivalent) Birmingham City Centre BCR/JN/32190 Bell Cornwall Recruitment are searching for an HR Administrator to join a well established full service law firm on a part time basis, working 22.5 hours over 5 days. Benefits: 24 days annual leave (pro rated according to working hours) + bank holidays. Additional days granted at Christmas, plus option to purchase extra holidays. Access to financial advisor or mortgage broker Yoga, meditation & social events. The Role: HR Administration support to the HR senior team Support HR projects, reporting, policy implementation, and employee engagement initiatives. Maintain accurate employee records, HR systems, and documentation while ensuring confidentiality and compliance. The Ideal Candidate: Past experience as an HR Administrator Legal HR experience preferred Happy to work alongside a team Excellent written and verbal communication skills Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Mar 18, 2026
Full time
HR Administrator (Part Time) £25,000 - £27,000 (Full time equivalent) Birmingham City Centre BCR/JN/32190 Bell Cornwall Recruitment are searching for an HR Administrator to join a well established full service law firm on a part time basis, working 22.5 hours over 5 days. Benefits: 24 days annual leave (pro rated according to working hours) + bank holidays. Additional days granted at Christmas, plus option to purchase extra holidays. Access to financial advisor or mortgage broker Yoga, meditation & social events. The Role: HR Administration support to the HR senior team Support HR projects, reporting, policy implementation, and employee engagement initiatives. Maintain accurate employee records, HR systems, and documentation while ensuring confidentiality and compliance. The Ideal Candidate: Past experience as an HR Administrator Legal HR experience preferred Happy to work alongside a team Excellent written and verbal communication skills Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
The Coast Partnership Ltd
Senior IFA Administrator/Office Manager
The Coast Partnership Ltd Manningtree, Essex
A very well respected IFA Wealth Manager based in smart, professional offices in the Manningtree area are keen to appoint an experienced Senior IFA Support Administrator on a full time basis to assume greater responsibility as an Office manager. The duties will involve Office Management Partially looking after the team and partially the smooth running of the offices. Technical Support: Prepare and compile financial planning reports, including templated suitability reports and technical research. Client Support: Assist two advisers with client queries and provide administrative support to ensure a seamless client journey. Compliance: Ensure all documentation and processes adhere to FCA regulations and internal compliance standards. Data Management: Update and maintain client records on an " in house" and other relevant systems. The role is available immediately. For full details, please apply in confidence.
Mar 18, 2026
Full time
A very well respected IFA Wealth Manager based in smart, professional offices in the Manningtree area are keen to appoint an experienced Senior IFA Support Administrator on a full time basis to assume greater responsibility as an Office manager. The duties will involve Office Management Partially looking after the team and partially the smooth running of the offices. Technical Support: Prepare and compile financial planning reports, including templated suitability reports and technical research. Client Support: Assist two advisers with client queries and provide administrative support to ensure a seamless client journey. Compliance: Ensure all documentation and processes adhere to FCA regulations and internal compliance standards. Data Management: Update and maintain client records on an " in house" and other relevant systems. The role is available immediately. For full details, please apply in confidence.
Fabric Recruitment
HR Advisor
Fabric Recruitment Melton Mowbray, Leicestershire
HR Advisor Permanent, Full-Time Melton Mowbray £33,000-£35,000 Introduction to the Company This is an exciting opportunity to join a small and supportive HR team within a great company. As the HR Advisor, you will bring fresh ideas and a background HR experience to enhance employee engagement and drive effective solutions. You will be involved in all aspects of HR across the employee life-cycle, providing a professional service to all employees. Description of the role: Provide a professional HR service across all stages of the employee life-cycle. Build strong relationships with managers to support performance and retention. Manage and resolve employee relations issues, including investigations and grievances. Analyse and report on HR data to identify trends and support strategic decisions. Support recruitment, on-boarding, and apprenticeship processes. Maintain HR systems, troubleshoot issues, and ensure accurate data management. Review and update HR policies and procedures in line with legislation and best practice. Provide general HR administrative support and assist with internal communication. About you: CIPD Level 5 qualified. Experience of working with a HRIS. Part-time 32 hours would be considered for the right candidate. Excellent communication skills across the business. A passion for working with people. A keen eye for detail being able to interpret data. Our client believe in investing in their people and are committed to supporting your ongoing professional growth. In this role, you'll have the opportunity to further your HR career through internal and external training, with full support to achieve additional qualifications. If you're passionate about people, eager to make a difference, and ready to contribute to a collaborative and forward-thinking HR team, we'd love to hear from you.
Mar 18, 2026
Full time
HR Advisor Permanent, Full-Time Melton Mowbray £33,000-£35,000 Introduction to the Company This is an exciting opportunity to join a small and supportive HR team within a great company. As the HR Advisor, you will bring fresh ideas and a background HR experience to enhance employee engagement and drive effective solutions. You will be involved in all aspects of HR across the employee life-cycle, providing a professional service to all employees. Description of the role: Provide a professional HR service across all stages of the employee life-cycle. Build strong relationships with managers to support performance and retention. Manage and resolve employee relations issues, including investigations and grievances. Analyse and report on HR data to identify trends and support strategic decisions. Support recruitment, on-boarding, and apprenticeship processes. Maintain HR systems, troubleshoot issues, and ensure accurate data management. Review and update HR policies and procedures in line with legislation and best practice. Provide general HR administrative support and assist with internal communication. About you: CIPD Level 5 qualified. Experience of working with a HRIS. Part-time 32 hours would be considered for the right candidate. Excellent communication skills across the business. A passion for working with people. A keen eye for detail being able to interpret data. Our client believe in investing in their people and are committed to supporting your ongoing professional growth. In this role, you'll have the opportunity to further your HR career through internal and external training, with full support to achieve additional qualifications. If you're passionate about people, eager to make a difference, and ready to contribute to a collaborative and forward-thinking HR team, we'd love to hear from you.
Eden Rose
Financial Planning Administrator
Eden Rose Leamington Spa, Warwickshire
Client Services Administrator Leamington Spa An established, UK-wide independent financial advice firm is seeking a Client Services Administrator to join its growing team. This is a client-focused administrative role that supports Financial Advisers in providing excellent service and The business supports both individual and corporate clients with tailored advice across investments, pensions, savings, retirement planning, and employee benefits. The organisation is known for smooth processes, strong culture, and commitment to long-term client relationships. To be considered for this position: Basic knowledge of financial planning products and provider platforms. Understanding of FCA regulatory requirements Strong organisational skills and the ability to prioritise work. Excellent communication skills Confidence using back-office systems and technology. Benefits Discretionary employee share participation scheme. Generous holiday allowance (including holiday trading). Ongoing professional development support with structured progression pathways. Agile working model. Pension Private Medical Insurance Death in Service Cover Group Income Protection Critical Illness Cover Apply today - this is an excellent opportunity for a financial services administrator looking to join a well-structured, growing wealth management business with clear career progression and strong employee benefits. For further information or a confidential discussion, please get in touch.
Mar 18, 2026
Full time
Client Services Administrator Leamington Spa An established, UK-wide independent financial advice firm is seeking a Client Services Administrator to join its growing team. This is a client-focused administrative role that supports Financial Advisers in providing excellent service and The business supports both individual and corporate clients with tailored advice across investments, pensions, savings, retirement planning, and employee benefits. The organisation is known for smooth processes, strong culture, and commitment to long-term client relationships. To be considered for this position: Basic knowledge of financial planning products and provider platforms. Understanding of FCA regulatory requirements Strong organisational skills and the ability to prioritise work. Excellent communication skills Confidence using back-office systems and technology. Benefits Discretionary employee share participation scheme. Generous holiday allowance (including holiday trading). Ongoing professional development support with structured progression pathways. Agile working model. Pension Private Medical Insurance Death in Service Cover Group Income Protection Critical Illness Cover Apply today - this is an excellent opportunity for a financial services administrator looking to join a well-structured, growing wealth management business with clear career progression and strong employee benefits. For further information or a confidential discussion, please get in touch.
Eden Rose
Financial Planning Administrator
Eden Rose Wilmslow, Cheshire
Client Services Administrator Wilmslow An established, UK-wide independent financial advice firm is seeking a Client Services Administrator to join its growing team. This is a client-focused administrative role that supports Financial Advisers in providing excellent service and The business supports both individual and corporate clients with tailored advice across investments, pensions, savings, retirement planning, and employee benefits. The organisation is known for smooth processes, strong culture, and commitment to long-term client relationships. To be considered for this position: Basic knowledge of financial planning products and provider platforms. Understanding of FCA regulatory requirements Strong organisational skills and the ability to prioritise work. Excellent communication skills Confidence using back-office systems and technology. Benefits Discretionary employee share participation scheme. Generous holiday allowance (including holiday trading). Ongoing professional development support with structured progression pathways. Agile working model. Pension Private Medical Insurance Death in Service Cover Group Income Protection Critical Illness Cover Apply today - this is an excellent opportunity for a financial services administrator looking to join a well-structured, growing wealth management business with clear career progression and strong employee benefits. For further information or a confidential discussion, please get in touch.
Mar 18, 2026
Full time
Client Services Administrator Wilmslow An established, UK-wide independent financial advice firm is seeking a Client Services Administrator to join its growing team. This is a client-focused administrative role that supports Financial Advisers in providing excellent service and The business supports both individual and corporate clients with tailored advice across investments, pensions, savings, retirement planning, and employee benefits. The organisation is known for smooth processes, strong culture, and commitment to long-term client relationships. To be considered for this position: Basic knowledge of financial planning products and provider platforms. Understanding of FCA regulatory requirements Strong organisational skills and the ability to prioritise work. Excellent communication skills Confidence using back-office systems and technology. Benefits Discretionary employee share participation scheme. Generous holiday allowance (including holiday trading). Ongoing professional development support with structured progression pathways. Agile working model. Pension Private Medical Insurance Death in Service Cover Group Income Protection Critical Illness Cover Apply today - this is an excellent opportunity for a financial services administrator looking to join a well-structured, growing wealth management business with clear career progression and strong employee benefits. For further information or a confidential discussion, please get in touch.
Ortus Psr
Paraplanner
Ortus Psr
Join a Modern, Tech-Driven Wealth Management Firm A Rare Opportunity for a High-Calibre, Technical Paraplanner An ambitious, fast-growing, and technology-driven financial planning firm is seeking an experienced and highly technical Paraplanner to join its specialist planning function. This is not a traditional paraplanning role. Rather than sitting behind an adviser, you will work as part of a dedicated planning team responsible for delivering high-quality, forward-thinking financial strategies - helping shape both the advice framework and the future direction of the business. Salary up to £75,000 Hybrid (Minimum 2 Days in London Office) This firm has been built differently. With a strong belief that financial planning should be transparent, evidence-based, and client-first, the business combines high technical standards with a modern, digital approach to advice delivery. Their culture is centred around: Innovation over tradition - leveraging technology to remove inefficiencies Client outcomes over product sales - long-term planning, not transactions Collaboration over hierarchy - ideas and improvements are welcomed from everyone Continuous improvement - refining advice processes and raising standards Tansparency and integrity - doing what's right, always By investing heavily in technology and automation, they remove the administrative burden typically associated with financial planning. This allows the planning team to focus on what truly matters: technical excellence, strategy development, and delivering outstanding client outcomes. It's a firm that values intellectual curiosity, autonomy, and strategic thinking. The Opportunity This role is ideal for a technically strong, ambitious paraplanner who wants to move beyond report writing and into a more strategic and influential position. You will: Own the end-to-end advice process - design and construct robust financial plans across pensions, investments, tax, protection, and estate planning Contribute to advice strategy - refine and enhance planning frameworks Work closely with the technology team - help optimise systems and improve efficiency Maintain best-in-class technical standards Play a leadership role within the planning function - mentoring and guiding junior colleagues Influence the evolution of the firm's advice proposition This is a non-client-facing position, but one with real responsibility, autonomy, and strategic input. What You'll Need A genuinely client-first mindset Strong technical knowledge across core financial planning areas Advanced analytical and suitability drafting skills Comfort working in a technology-led environment Collaborative, open-minded approach Level 4 Diploma
Mar 18, 2026
Full time
Join a Modern, Tech-Driven Wealth Management Firm A Rare Opportunity for a High-Calibre, Technical Paraplanner An ambitious, fast-growing, and technology-driven financial planning firm is seeking an experienced and highly technical Paraplanner to join its specialist planning function. This is not a traditional paraplanning role. Rather than sitting behind an adviser, you will work as part of a dedicated planning team responsible for delivering high-quality, forward-thinking financial strategies - helping shape both the advice framework and the future direction of the business. Salary up to £75,000 Hybrid (Minimum 2 Days in London Office) This firm has been built differently. With a strong belief that financial planning should be transparent, evidence-based, and client-first, the business combines high technical standards with a modern, digital approach to advice delivery. Their culture is centred around: Innovation over tradition - leveraging technology to remove inefficiencies Client outcomes over product sales - long-term planning, not transactions Collaboration over hierarchy - ideas and improvements are welcomed from everyone Continuous improvement - refining advice processes and raising standards Tansparency and integrity - doing what's right, always By investing heavily in technology and automation, they remove the administrative burden typically associated with financial planning. This allows the planning team to focus on what truly matters: technical excellence, strategy development, and delivering outstanding client outcomes. It's a firm that values intellectual curiosity, autonomy, and strategic thinking. The Opportunity This role is ideal for a technically strong, ambitious paraplanner who wants to move beyond report writing and into a more strategic and influential position. You will: Own the end-to-end advice process - design and construct robust financial plans across pensions, investments, tax, protection, and estate planning Contribute to advice strategy - refine and enhance planning frameworks Work closely with the technology team - help optimise systems and improve efficiency Maintain best-in-class technical standards Play a leadership role within the planning function - mentoring and guiding junior colleagues Influence the evolution of the firm's advice proposition This is a non-client-facing position, but one with real responsibility, autonomy, and strategic input. What You'll Need A genuinely client-first mindset Strong technical knowledge across core financial planning areas Advanced analytical and suitability drafting skills Comfort working in a technology-led environment Collaborative, open-minded approach Level 4 Diploma
Rapier
Operations Administrator
Rapier Milton Keynes, Buckinghamshire
Operations Administrator - Immediate Start Available Milton Keynes Monday-Friday 4:00pm - 10:00pm £12.21 per hour Potential for Extended Hours Looking for a stable weekday role with growth potential? Want to build valuable logistics and operations experience in a fast-moving environment? This could be the perfect opportunity for you.We're seeking a proactive, customer-focused Operations Administrator to join our busy depot team in Milton Keynes. This is a varied and engaging role where you'll play a key part in keeping deliveries moving and customers happy. Why Join Us? Competitive hourly rate of £12.21 per hour Monday-Friday schedule - no weekends Opportunity to increase your hours based on performance and business needs Gain hands-on experience in logistics and transport operations Work in a supportive, team-oriented environment Develop valuable admin, customer service, and operational skills What You'll Be Doing: De-briefing van drivers and ensuring they are cleared upon return Supporting customers collecting and dropping off parcels at the depot Locating parcels within the warehouse when required Handling and re-packing damaged parcels Managing delivery and collection queries via phone and resolving issues efficiently Responding to customer queries through Salesforce messaging within SLA Clearing down systems at the end of shift Assisting lorry drivers with tachograph downloads and vehicle key management Manually entering POD (Proof of Delivery) details Completing accurate end-of-shift reports What We're Looking For: Previous customer service experience Confident using computer systems and handling data entry Strong communication skills and a professional manner Ability to multitask in a fast-paced depot environment Reliable, organised, and detail-oriented If you're dependable, hands-on, and ready to take the next step in a dynamic operations role with room to grow, we'd love to hear from you.Apply today and become an essential part of a high-performing depot team in Milton Keynes !
Mar 18, 2026
Seasonal
Operations Administrator - Immediate Start Available Milton Keynes Monday-Friday 4:00pm - 10:00pm £12.21 per hour Potential for Extended Hours Looking for a stable weekday role with growth potential? Want to build valuable logistics and operations experience in a fast-moving environment? This could be the perfect opportunity for you.We're seeking a proactive, customer-focused Operations Administrator to join our busy depot team in Milton Keynes. This is a varied and engaging role where you'll play a key part in keeping deliveries moving and customers happy. Why Join Us? Competitive hourly rate of £12.21 per hour Monday-Friday schedule - no weekends Opportunity to increase your hours based on performance and business needs Gain hands-on experience in logistics and transport operations Work in a supportive, team-oriented environment Develop valuable admin, customer service, and operational skills What You'll Be Doing: De-briefing van drivers and ensuring they are cleared upon return Supporting customers collecting and dropping off parcels at the depot Locating parcels within the warehouse when required Handling and re-packing damaged parcels Managing delivery and collection queries via phone and resolving issues efficiently Responding to customer queries through Salesforce messaging within SLA Clearing down systems at the end of shift Assisting lorry drivers with tachograph downloads and vehicle key management Manually entering POD (Proof of Delivery) details Completing accurate end-of-shift reports What We're Looking For: Previous customer service experience Confident using computer systems and handling data entry Strong communication skills and a professional manner Ability to multitask in a fast-paced depot environment Reliable, organised, and detail-oriented If you're dependable, hands-on, and ready to take the next step in a dynamic operations role with room to grow, we'd love to hear from you.Apply today and become an essential part of a high-performing depot team in Milton Keynes !
Strictly Recruitment
HR Assistant - Accelerate Your HR Career
Strictly Recruitment
Working closely with an experienced HR leadership team, you will play a key role in delivering high-quality HR operations across recruitment, onboarding, payroll coordination, benefits administration, and employee relations support. This role offers exposure to both UK and international HR processes, making it ideal for someone looking to deepen their understanding of HR within a partnership-led professional services culture. You will also support trainee and associate recruitment activity, giving you broad insight into talent pipelines within a legal environment. Key Responsibilities Provide comprehensive HR administrative support across the employee lifecycle. Coordinate benefits administration and wellbeing initiatives. Support associate and lateral recruitment processes, including interview scheduling and candidate tracking. Prepare contracts, offer letters, and onboarding documentation. Maintain HR systems and ensure data accuracy across payroll and absence management platforms. Process payroll changes and liaise with payroll providers. Manage starters, movers, and leavers processes. Support compliance reporting and diversity data exercises. Assist with induction programmes and training coordination. Maintain accurate personnel records in line with data protection requirements. This role will suit someone who brings: Previous HR experience within a law firm or professional services organisation . Strong understanding of HR administration, recruitment coordination, and payroll processes. Excellent attention to detail and ability to manage multiple priorities. Confidence handling confidential information with professionalism and discretion. Experience working with HR systems and reporting tools. Strong interpersonal skills and the ability to build relationships across business support and fee-earning teams. A CIPD qualification (or working towards) is desirable but not essential. This is a fantastic opportunity to join a respected professional services organisation where HR plays a key role in supporting a high-performing business. You'll gain exposure across multiple HR disciplines, work closely with senior stakeholders, and continue building your career within a structured and internationally connected environment. A competitive salary, comprehensive benefits package, and hybrid working arrangements are offered.
Mar 18, 2026
Full time
Working closely with an experienced HR leadership team, you will play a key role in delivering high-quality HR operations across recruitment, onboarding, payroll coordination, benefits administration, and employee relations support. This role offers exposure to both UK and international HR processes, making it ideal for someone looking to deepen their understanding of HR within a partnership-led professional services culture. You will also support trainee and associate recruitment activity, giving you broad insight into talent pipelines within a legal environment. Key Responsibilities Provide comprehensive HR administrative support across the employee lifecycle. Coordinate benefits administration and wellbeing initiatives. Support associate and lateral recruitment processes, including interview scheduling and candidate tracking. Prepare contracts, offer letters, and onboarding documentation. Maintain HR systems and ensure data accuracy across payroll and absence management platforms. Process payroll changes and liaise with payroll providers. Manage starters, movers, and leavers processes. Support compliance reporting and diversity data exercises. Assist with induction programmes and training coordination. Maintain accurate personnel records in line with data protection requirements. This role will suit someone who brings: Previous HR experience within a law firm or professional services organisation . Strong understanding of HR administration, recruitment coordination, and payroll processes. Excellent attention to detail and ability to manage multiple priorities. Confidence handling confidential information with professionalism and discretion. Experience working with HR systems and reporting tools. Strong interpersonal skills and the ability to build relationships across business support and fee-earning teams. A CIPD qualification (or working towards) is desirable but not essential. This is a fantastic opportunity to join a respected professional services organisation where HR plays a key role in supporting a high-performing business. You'll gain exposure across multiple HR disciplines, work closely with senior stakeholders, and continue building your career within a structured and internationally connected environment. A competitive salary, comprehensive benefits package, and hybrid working arrangements are offered.
Huntress
Finance Assistant
Huntress Maidstone, Kent
Finance Assistant Location: Maidstone Salary: £26,000 - £28,000 + Monthly bonus We are seeking a proactive and detail-oriented Finance Assistant to join our client, a leading national insurance organisation based in Maidstone. This is a fantastic opportunity to be part of a supportive finance team within a modern office environment, conveniently located close to the train station. Key Responsibilities: Assist with day-to-day financial operations including invoices, expenses, and reconciliations. Process payments and support month-end reporting. Maintain accurate financial records and assist with data entry into accounting systems. Support the preparation of budgets and financial statements. Liaise with internal teams and external suppliers to ensure smooth financial processes. Assist the Finance Manager with ad-hoc financial projects and administrative duties. If you're an organised and motivated individual with a keen eye for detail and a passion for finance, apply now to be considered for this exciting Finance Assistant opportunity with a reputable national insurance client! Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Mar 18, 2026
Seasonal
Finance Assistant Location: Maidstone Salary: £26,000 - £28,000 + Monthly bonus We are seeking a proactive and detail-oriented Finance Assistant to join our client, a leading national insurance organisation based in Maidstone. This is a fantastic opportunity to be part of a supportive finance team within a modern office environment, conveniently located close to the train station. Key Responsibilities: Assist with day-to-day financial operations including invoices, expenses, and reconciliations. Process payments and support month-end reporting. Maintain accurate financial records and assist with data entry into accounting systems. Support the preparation of budgets and financial statements. Liaise with internal teams and external suppliers to ensure smooth financial processes. Assist the Finance Manager with ad-hoc financial projects and administrative duties. If you're an organised and motivated individual with a keen eye for detail and a passion for finance, apply now to be considered for this exciting Finance Assistant opportunity with a reputable national insurance client! Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Personal Assistant - trainee paraplanner
Vision Financial Advisers Merthyr Tydfil, Mid Glamorgan
We are seeking a dedicated IFA Support Admin/PA to join our team. This role involves working closely with a Financial Adviser and other colleagues to deliver high-quality service to our clients. You will be responsible for preparing and maintaining client records and providing support on various client cases. This position is ideal for a well-organised candidate with strong IT skills and a keen interest in the financial services sector Day-to-Day of the Role: Maintain regular contact with clients, scheduling annual reviews and managing the review process. Serve as an efficient, friendly, and professional point of contact for clients and providers via phone, email, post, or in person. Assist in screening phone calls, enquiries, and requests, handling them appropriately. Process letters of authority and liaise with providers to obtain investment valuations, illustrations, and policy information as required. Create and maintain client files and enter details onto the back-office database. Prepare documents and letters, and ensure all pre-meeting requirements are met, including portfolio valuations, fact find preparation, and compliance support. Manage post-meeting administration, ensuring reports are accurate and compliant, and dispatch reports while maintaining the internal back-office system. Implement adviser-specific actions resulting from advice given to clients, such as fund switches and new business. Handle new business processing and submissions onto external and internal systems, including submission to our Business Quality team. Manage and maintain precise records of pipeline and submitted business to update clients and advisers. Use diaries and office systems to ensure ongoing financial administration tasks are completed timely. Perform general administration and ad hoc tasks as needed. Required Skills & Qualifications: Experience in working within an office environment, or IFA support / financial services administration. Strong organisational and IT skills. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Proactive in keeping up to date with legislative and industry changes. Benefits: Competitive salary and benefits package. Opportunities for professional development. Supportive team environment.
Mar 18, 2026
Full time
We are seeking a dedicated IFA Support Admin/PA to join our team. This role involves working closely with a Financial Adviser and other colleagues to deliver high-quality service to our clients. You will be responsible for preparing and maintaining client records and providing support on various client cases. This position is ideal for a well-organised candidate with strong IT skills and a keen interest in the financial services sector Day-to-Day of the Role: Maintain regular contact with clients, scheduling annual reviews and managing the review process. Serve as an efficient, friendly, and professional point of contact for clients and providers via phone, email, post, or in person. Assist in screening phone calls, enquiries, and requests, handling them appropriately. Process letters of authority and liaise with providers to obtain investment valuations, illustrations, and policy information as required. Create and maintain client files and enter details onto the back-office database. Prepare documents and letters, and ensure all pre-meeting requirements are met, including portfolio valuations, fact find preparation, and compliance support. Manage post-meeting administration, ensuring reports are accurate and compliant, and dispatch reports while maintaining the internal back-office system. Implement adviser-specific actions resulting from advice given to clients, such as fund switches and new business. Handle new business processing and submissions onto external and internal systems, including submission to our Business Quality team. Manage and maintain precise records of pipeline and submitted business to update clients and advisers. Use diaries and office systems to ensure ongoing financial administration tasks are completed timely. Perform general administration and ad hoc tasks as needed. Required Skills & Qualifications: Experience in working within an office environment, or IFA support / financial services administration. Strong organisational and IT skills. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Proactive in keeping up to date with legislative and industry changes. Benefits: Competitive salary and benefits package. Opportunities for professional development. Supportive team environment.
Radley Recruitment
New Business Administrator - IFA Administrator
Radley Recruitment Farnborough, Hampshire
IFA Administrator - (Wealth Management) Salary £27,000 - £35,000 DOE + pension + excellent benefits Based: Farnborough / Some hybrid Our client, a market leading Financial Services Company provides financial advice to Private High Net Worth individuals and successful SME'S. They are looking for an individual with Business Support experience gained from within the financial services industry, candidates MUST have life investment and pensions experience. You will be supporting Advisers in their day-to-day jobs. Key Responsibilities of the role: Support Financial Advisors with the delivery of administration support focusing on new business and client servicing Carry out end to end processing of new business cases Update back office systems, ensure accurate client data throughout the sales process To promote teamwork by helping colleagues and consultants to meet client service requirements Organise and manage time to ensure delivery of SLA's to meet consultant and client expectations both in terms of timeliness and quality Building relationships over the telephone with both Clients and Product Providers Build relationships with internal colleagues Operating within the company's Treating Customers Fairly Principles at all times Candidate Requirements: Ideal candidates will have 2-3 years experience working within Financial Services specifically for a firm of IFA's or within a wealth management company processing new business Will have a good understanding of a range of financial service products- such as pensions, investments etc. Will have experience of supporting IFA's / paraplanners and consultants within your current role or speaking to them on the telephone via your role CF relevant qualifications would be desirable or a willingness to study Excellent record keeping skills Good organisation and time management skills Proficient in Excel and Word Strong communication skills and excellent team player This is an excellent opportunity to join a market leading Business and progress your career in Sales Support . Full training will be provided for the successful candidate on our Client's business process, workflow and back-office system. Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV to us and we can help you find that perfect job.
Mar 18, 2026
Full time
IFA Administrator - (Wealth Management) Salary £27,000 - £35,000 DOE + pension + excellent benefits Based: Farnborough / Some hybrid Our client, a market leading Financial Services Company provides financial advice to Private High Net Worth individuals and successful SME'S. They are looking for an individual with Business Support experience gained from within the financial services industry, candidates MUST have life investment and pensions experience. You will be supporting Advisers in their day-to-day jobs. Key Responsibilities of the role: Support Financial Advisors with the delivery of administration support focusing on new business and client servicing Carry out end to end processing of new business cases Update back office systems, ensure accurate client data throughout the sales process To promote teamwork by helping colleagues and consultants to meet client service requirements Organise and manage time to ensure delivery of SLA's to meet consultant and client expectations both in terms of timeliness and quality Building relationships over the telephone with both Clients and Product Providers Build relationships with internal colleagues Operating within the company's Treating Customers Fairly Principles at all times Candidate Requirements: Ideal candidates will have 2-3 years experience working within Financial Services specifically for a firm of IFA's or within a wealth management company processing new business Will have a good understanding of a range of financial service products- such as pensions, investments etc. Will have experience of supporting IFA's / paraplanners and consultants within your current role or speaking to them on the telephone via your role CF relevant qualifications would be desirable or a willingness to study Excellent record keeping skills Good organisation and time management skills Proficient in Excel and Word Strong communication skills and excellent team player This is an excellent opportunity to join a market leading Business and progress your career in Sales Support . Full training will be provided for the successful candidate on our Client's business process, workflow and back-office system. Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV to us and we can help you find that perfect job.
Reed
Sales Support Manager
Reed
Operations Administration Manager Annual Salary: Competitive Location: Walsall Job Type: Full-time 12 months fixed term contract We are seeking an Operations Administration / Sales Support Manager to oversee and manage our company's operations administration across various activities. This role is crucial for maintaining high work quality and efficiency within the company. The successful candidate will be responsible for leading the Operations Administration team and ensuring all processes are carried out professionally to meet customer satisfaction. Day-to-day of the role: Responsible for the management of the company's operations administration and sales support function. Involved in the development and evolution of processes to improve administrative performance and quality of output, including purchase order processing and sales order processing. Lead and manage the Operations Administration team. Perform data inputting on spreadsheets and other systems. Maintain a customer-focused approach, ensuring all interactions and services are conducted professionally. Uphold work quality and professionalism, representing the company as required at all times. Control costs and ensure all goods and services are delivered professionally to the satisfaction of customers. Carry out additional duties as capable and requested. Undertake required training to stay updated with company policies and procedures. Required Skills & Qualifications: Confidence in using all Microsoft packages and other departmental software. Accurate data entry skills and strict adherence to processes. Experience in personnel management. Strong communication skills, capable of building and maintaining effective customer and supplier relationships. Previous experience of Transport, Warehouse and Logistics would be an advantage. To apply for this position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
Mar 18, 2026
Full time
Operations Administration Manager Annual Salary: Competitive Location: Walsall Job Type: Full-time 12 months fixed term contract We are seeking an Operations Administration / Sales Support Manager to oversee and manage our company's operations administration across various activities. This role is crucial for maintaining high work quality and efficiency within the company. The successful candidate will be responsible for leading the Operations Administration team and ensuring all processes are carried out professionally to meet customer satisfaction. Day-to-day of the role: Responsible for the management of the company's operations administration and sales support function. Involved in the development and evolution of processes to improve administrative performance and quality of output, including purchase order processing and sales order processing. Lead and manage the Operations Administration team. Perform data inputting on spreadsheets and other systems. Maintain a customer-focused approach, ensuring all interactions and services are conducted professionally. Uphold work quality and professionalism, representing the company as required at all times. Control costs and ensure all goods and services are delivered professionally to the satisfaction of customers. Carry out additional duties as capable and requested. Undertake required training to stay updated with company policies and procedures. Required Skills & Qualifications: Confidence in using all Microsoft packages and other departmental software. Accurate data entry skills and strict adherence to processes. Experience in personnel management. Strong communication skills, capable of building and maintaining effective customer and supplier relationships. Previous experience of Transport, Warehouse and Logistics would be an advantage. To apply for this position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.

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