Trainee Wealth Planning Administrator (experience within financial services desirable) Location: Corsham Salary: £26,000 - £30,000 depending on experience Hours: Monday to Friday, 9:00am - 5:00pm, office based Are you working within financial services and looking to take the next step into Wealth Planning? Perhaps you have experience in pensions administration, investment administration, working for a provider or another area of financial services, and would like to develop your career within financial planning. This could also suit someone early in their career, with some financial services experience, who is looking for a company that will provide the training and support to build a long-term career. About the Company We're working with a highly respected Wealth Management Practice with 50+ employees across four offices, which has continued to grow while retaining its friendly, family-oriented culture. The business places a huge emphasis on training, mentoring and internal development, with regular one-to-ones, structured support and clear progression pathways. The Role You'll join an established administration team, supporting Financial Advisers across the client journey. The role will include: Supporting advisers with day-to-day client administration. Preparing documentation and maintaining accurate client records. Liaising with providers and third parties. Assisting with new business and ongoing client servicing. Updating internal systems and supporting the wider administration team. Developing your knowledge across pensions, investments and wider financial planning. As your knowledge develops, you'll gradually take on more responsibility Training & Progression You'll receive full training and ongoing support from experienced managers with previous experience of helping people develop their wealth planning skill set. What's on Offer £26,000 - £30,000 depending on experience. Monday to Friday, 9:00am - 5:00pm. Full training and professional qualification support. Excellent staff retention and a genuinely supportive culture. Long-term progression within a growing financial planning business. Pay increases for exams passed If you're looking to transition your existing financial services experience into Wealth Planning, this is a fantastic opportunity to join a business that will genuinely invest in your development.
Aug 24, 2026
Full time
Trainee Wealth Planning Administrator (experience within financial services desirable) Location: Corsham Salary: £26,000 - £30,000 depending on experience Hours: Monday to Friday, 9:00am - 5:00pm, office based Are you working within financial services and looking to take the next step into Wealth Planning? Perhaps you have experience in pensions administration, investment administration, working for a provider or another area of financial services, and would like to develop your career within financial planning. This could also suit someone early in their career, with some financial services experience, who is looking for a company that will provide the training and support to build a long-term career. About the Company We're working with a highly respected Wealth Management Practice with 50+ employees across four offices, which has continued to grow while retaining its friendly, family-oriented culture. The business places a huge emphasis on training, mentoring and internal development, with regular one-to-ones, structured support and clear progression pathways. The Role You'll join an established administration team, supporting Financial Advisers across the client journey. The role will include: Supporting advisers with day-to-day client administration. Preparing documentation and maintaining accurate client records. Liaising with providers and third parties. Assisting with new business and ongoing client servicing. Updating internal systems and supporting the wider administration team. Developing your knowledge across pensions, investments and wider financial planning. As your knowledge develops, you'll gradually take on more responsibility Training & Progression You'll receive full training and ongoing support from experienced managers with previous experience of helping people develop their wealth planning skill set. What's on Offer £26,000 - £30,000 depending on experience. Monday to Friday, 9:00am - 5:00pm. Full training and professional qualification support. Excellent staff retention and a genuinely supportive culture. Long-term progression within a growing financial planning business. Pay increases for exams passed If you're looking to transition your existing financial services experience into Wealth Planning, this is a fantastic opportunity to join a business that will genuinely invest in your development.
FindCore are thrilled to be assisting a leading financial planning business with the recruitment of a Senior IFA Administrator. Permanent position. This role will be based in Edinburgh. Salary £33,000 - £43,000, depending on experience Key Responsibilities Provide high-level administrative support to Financial Advisers and Paraplanners. Prepare and process new business applications across pensions, investments and protection. Liaise with clients, providers and third parties to obtain information and progress cases. Prepare client review packs and supporting documentation. Process investment, pension and protection business accurately and efficiently. Maintain accurate client records and ensure CRM systems are kept fully up to date. Deal with valuations, withdrawals, transfers and other client servicing requests. Monitor new business through to completion and resolve any outstanding requirements. Ensure all work is completed in line with FCA requirements and internal compliance procedures. Support and mentor more junior members of the administration team where required. Skills & Experience Strong previous experience within an IFA, wealth management or financial planning environment. FPC qualification or equivalent is required. Good understanding of pensions, investments and protection products. Experience supporting Financial Advisers with new business and ongoing client servicing. Strong knowledge of financial services administration and compliance requirements. Excellent attention to detail and organisational skills. Confident communicating with clients, advisers and product providers. Ability to manage a busy workload and prioritise multiple cases. Experience using financial planning CRM or back-office systems would be advantageous. What's on Offer Salary of £33,000 - £43,000 depending on experience. Permanent, full-time position. Opportunity to join an established financial planning business. Long-term career progression. Ongoing training and professional development. Supportive and professional working environment. For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.
Aug 24, 2026
Full time
FindCore are thrilled to be assisting a leading financial planning business with the recruitment of a Senior IFA Administrator. Permanent position. This role will be based in Edinburgh. Salary £33,000 - £43,000, depending on experience Key Responsibilities Provide high-level administrative support to Financial Advisers and Paraplanners. Prepare and process new business applications across pensions, investments and protection. Liaise with clients, providers and third parties to obtain information and progress cases. Prepare client review packs and supporting documentation. Process investment, pension and protection business accurately and efficiently. Maintain accurate client records and ensure CRM systems are kept fully up to date. Deal with valuations, withdrawals, transfers and other client servicing requests. Monitor new business through to completion and resolve any outstanding requirements. Ensure all work is completed in line with FCA requirements and internal compliance procedures. Support and mentor more junior members of the administration team where required. Skills & Experience Strong previous experience within an IFA, wealth management or financial planning environment. FPC qualification or equivalent is required. Good understanding of pensions, investments and protection products. Experience supporting Financial Advisers with new business and ongoing client servicing. Strong knowledge of financial services administration and compliance requirements. Excellent attention to detail and organisational skills. Confident communicating with clients, advisers and product providers. Ability to manage a busy workload and prioritise multiple cases. Experience using financial planning CRM or back-office systems would be advantageous. What's on Offer Salary of £33,000 - £43,000 depending on experience. Permanent, full-time position. Opportunity to join an established financial planning business. Long-term career progression. Ongoing training and professional development. Supportive and professional working environment. For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.
Trainee Paraplanner Sutton Coldfield Salary: up to £40,000 depending on experience and qualifications Full-Time Permanent Office-Based Our Client are a Boutique Firm of Independent Financial Planners who hold an excellent reputation in the Industry for Providing bespoke Financial Planning Advice to high net worth individuals. Due to their continued growth now have an excellent opportunity for a talented Paraplanner to join their dynamic organisation to provide technical research and suitability report writing services to a team of financial advisers. The Paraplanner will need to ensure that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business. This is an excellent opportunity for an experienced IFA Administrator or Junior Paraplanner looking to take the next step in their career and develop their technical paraplanning expertise within a supportive and professional environment. The ideal candidate will have some existing IFA Paraplanning experience and ideally be part-way through the Diploma in Financial Planning . What's on Offer? Salary from £40,000 , depending on experience and qualifications. Full-time, permanent position. Office-based role in Sutton Coldfield . Monday to Thursday: 8:30am - 5:00pm . Friday: 9:00am - 1:00pm . Excellent opportunity to develop your technical Paraplanning career. Supportive and collaborative working environment. Exposure to a broad range of technical financial planning work. Opportunity to continue progressing professional qualifications. The Role Working closely with Financial Advisers, the outsourced Paraplanning provider and Compliance team, you'll provide important technical support and help ensure the efficient delivery of high-quality financial planning solutions and client advice. You'll gain exposure to a broad range of technical areas, including suitability report writing, investment analysis, CGT calculations, chargeable events, cashflow information and client recommendations. Key Responsibilities Provide technical support to the Financial Adviser team. Assist with the preparation of client recommendations and financial planning documentation. Draft clear, accurate and compliant suitability reports and client recommendation letters. Calculate and assess Capital Gains Tax (CGT) liabilities on investment disposals, including annual exemptions, allowable losses and asset histories. Undertake chargeable event gain calculations for investment bonds and liaise with providers where required. Gather, verify and analyse client information, including fact finds, policy details, valuations and cashflow reports. Liaise with product providers and platforms to obtain information, quotations and up-to-date investment valuations. Monitor workflow and ensure tasks are completed within agreed service levels and compliance requirements. Maintain accurate and compliant client records on CRM and back-office systems, including Intelligent Office. Support the Compliance team in ensuring documentation and advice processes meet FCA requirements. Act as a point of contact for Advisers regarding technical queries. Contribute to the continuous improvement of processes, systems and documentation standards. About You The successful candidate will ideally have: Previous experience within an IFA Paraplanning or Financial Services environment. Experience supporting Advisers with technical and administrative aspects of financial planning. Ideally be working towards, or have commenced, the Diploma in Financial Planning . Strong attention to detail and a methodical approach to work. Excellent written and verbal communication skills. Strong analytical and numerical abilities. The ability to interpret and analyse financial information accurately. Good knowledge of financial planning products and processes. A strong understanding of the importance of FCA compliance and accurate record keeping. Confidence using IT systems and back-office platforms, ideally Intelligent Office. A proactive approach and willingness to continue developing technical knowledge. If you're looking to develop your career within Paraplanning and want to build your technical knowledge within a successful IFA environment, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16915 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Aug 24, 2026
Full time
Trainee Paraplanner Sutton Coldfield Salary: up to £40,000 depending on experience and qualifications Full-Time Permanent Office-Based Our Client are a Boutique Firm of Independent Financial Planners who hold an excellent reputation in the Industry for Providing bespoke Financial Planning Advice to high net worth individuals. Due to their continued growth now have an excellent opportunity for a talented Paraplanner to join their dynamic organisation to provide technical research and suitability report writing services to a team of financial advisers. The Paraplanner will need to ensure that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business. This is an excellent opportunity for an experienced IFA Administrator or Junior Paraplanner looking to take the next step in their career and develop their technical paraplanning expertise within a supportive and professional environment. The ideal candidate will have some existing IFA Paraplanning experience and ideally be part-way through the Diploma in Financial Planning . What's on Offer? Salary from £40,000 , depending on experience and qualifications. Full-time, permanent position. Office-based role in Sutton Coldfield . Monday to Thursday: 8:30am - 5:00pm . Friday: 9:00am - 1:00pm . Excellent opportunity to develop your technical Paraplanning career. Supportive and collaborative working environment. Exposure to a broad range of technical financial planning work. Opportunity to continue progressing professional qualifications. The Role Working closely with Financial Advisers, the outsourced Paraplanning provider and Compliance team, you'll provide important technical support and help ensure the efficient delivery of high-quality financial planning solutions and client advice. You'll gain exposure to a broad range of technical areas, including suitability report writing, investment analysis, CGT calculations, chargeable events, cashflow information and client recommendations. Key Responsibilities Provide technical support to the Financial Adviser team. Assist with the preparation of client recommendations and financial planning documentation. Draft clear, accurate and compliant suitability reports and client recommendation letters. Calculate and assess Capital Gains Tax (CGT) liabilities on investment disposals, including annual exemptions, allowable losses and asset histories. Undertake chargeable event gain calculations for investment bonds and liaise with providers where required. Gather, verify and analyse client information, including fact finds, policy details, valuations and cashflow reports. Liaise with product providers and platforms to obtain information, quotations and up-to-date investment valuations. Monitor workflow and ensure tasks are completed within agreed service levels and compliance requirements. Maintain accurate and compliant client records on CRM and back-office systems, including Intelligent Office. Support the Compliance team in ensuring documentation and advice processes meet FCA requirements. Act as a point of contact for Advisers regarding technical queries. Contribute to the continuous improvement of processes, systems and documentation standards. About You The successful candidate will ideally have: Previous experience within an IFA Paraplanning or Financial Services environment. Experience supporting Advisers with technical and administrative aspects of financial planning. Ideally be working towards, or have commenced, the Diploma in Financial Planning . Strong attention to detail and a methodical approach to work. Excellent written and verbal communication skills. Strong analytical and numerical abilities. The ability to interpret and analyse financial information accurately. Good knowledge of financial planning products and processes. A strong understanding of the importance of FCA compliance and accurate record keeping. Confidence using IT systems and back-office platforms, ideally Intelligent Office. A proactive approach and willingness to continue developing technical knowledge. If you're looking to develop your career within Paraplanning and want to build your technical knowledge within a successful IFA environment, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16915 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Paraplanner Sutton Coldfield Salary: up to £45,000, depending on experience and qualifications Full-Time Permanent Office-Based Our Client are a Boutique Firm of Independent Financial Planners who hold an excellent reputation in the Industry for Providing bespoke Financial Planning Advice to high net worth individuals. Due to their continued growth now have an excellent opportunity for a talented Paraplanner to join their dynamic organisation to provide technical research and suitability report writing services to a team of financial advisers. The Paraplanner will need to ensure that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business. This is an excellent opportunity for an experienced IFA Administrator or Junior Paraplanner looking to take the next step in their career and develop their technical paraplanning expertise within a supportive and professional environment. The ideal candidate will have some existing IFA Paraplanning experience and ideally be part-way through the Diploma in Financial Planning . What's on Offer? Salary from £45,000 , depending on experience and qualifications. Full-time, permanent position. Office-based role in Sutton Coldfield . Monday to Thursday: 8:30am - 5:00pm . Friday: 9:00am - 1:00pm . Excellent opportunity to develop your technical Paraplanning career. Supportive and collaborative working environment. Exposure to a broad range of technical financial planning work. Opportunity to continue progressing professional qualifications. The Role Working closely with Financial Advisers, the outsourced Paraplanning provider and Compliance team, you'll provide important technical support and help ensure the efficient delivery of high-quality financial planning solutions and client advice. You'll gain exposure to a broad range of technical areas, including suitability report writing, investment analysis, CGT calculations, chargeable events, cashflow information and client recommendations. Key Responsibilities Provide technical support to the Financial Adviser team. Assist with the preparation of client recommendations and financial planning documentation. Draft clear, accurate and compliant suitability reports and client recommendation letters. Calculate and assess Capital Gains Tax (CGT) liabilities on investment disposals, including annual exemptions, allowable losses and asset histories. Undertake chargeable event gain calculations for investment bonds and liaise with providers where required. Gather, verify and analyse client information, including fact finds, policy details, valuations and cashflow reports. Liaise with product providers and platforms to obtain information, quotations and up-to-date investment valuations. Monitor workflow and ensure tasks are completed within agreed service levels and compliance requirements. Maintain accurate and compliant client records on CRM and back-office systems, including Intelligent Office. Support the Compliance team in ensuring documentation and advice processes meet FCA requirements. Act as a point of contact for Advisers regarding technical queries. Contribute to the continuous improvement of processes, systems and documentation standards. About You The successful candidate will ideally have: Previous experience within an IFA Paraplanning or Financial Services environment. Experience supporting Advisers with technical and administrative aspects of financial planning. Ideally be working towards, or have commenced, the Diploma in Financial Planning . Strong attention to detail and a methodical approach to work. Excellent written and verbal communication skills. Strong analytical and numerical abilities. The ability to interpret and analyse financial information accurately. Good knowledge of financial planning products and processes. A strong understanding of the importance of FCA compliance and accurate record keeping. Confidence using IT systems and back-office platforms, ideally Intelligent Office. A proactive approach and willingness to continue developing technical knowledge. If you're looking to develop your career within Paraplanning and want to build your technical knowledge within a successful IFA environment, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16921 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Aug 24, 2026
Full time
Paraplanner Sutton Coldfield Salary: up to £45,000, depending on experience and qualifications Full-Time Permanent Office-Based Our Client are a Boutique Firm of Independent Financial Planners who hold an excellent reputation in the Industry for Providing bespoke Financial Planning Advice to high net worth individuals. Due to their continued growth now have an excellent opportunity for a talented Paraplanner to join their dynamic organisation to provide technical research and suitability report writing services to a team of financial advisers. The Paraplanner will need to ensure that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business. This is an excellent opportunity for an experienced IFA Administrator or Junior Paraplanner looking to take the next step in their career and develop their technical paraplanning expertise within a supportive and professional environment. The ideal candidate will have some existing IFA Paraplanning experience and ideally be part-way through the Diploma in Financial Planning . What's on Offer? Salary from £45,000 , depending on experience and qualifications. Full-time, permanent position. Office-based role in Sutton Coldfield . Monday to Thursday: 8:30am - 5:00pm . Friday: 9:00am - 1:00pm . Excellent opportunity to develop your technical Paraplanning career. Supportive and collaborative working environment. Exposure to a broad range of technical financial planning work. Opportunity to continue progressing professional qualifications. The Role Working closely with Financial Advisers, the outsourced Paraplanning provider and Compliance team, you'll provide important technical support and help ensure the efficient delivery of high-quality financial planning solutions and client advice. You'll gain exposure to a broad range of technical areas, including suitability report writing, investment analysis, CGT calculations, chargeable events, cashflow information and client recommendations. Key Responsibilities Provide technical support to the Financial Adviser team. Assist with the preparation of client recommendations and financial planning documentation. Draft clear, accurate and compliant suitability reports and client recommendation letters. Calculate and assess Capital Gains Tax (CGT) liabilities on investment disposals, including annual exemptions, allowable losses and asset histories. Undertake chargeable event gain calculations for investment bonds and liaise with providers where required. Gather, verify and analyse client information, including fact finds, policy details, valuations and cashflow reports. Liaise with product providers and platforms to obtain information, quotations and up-to-date investment valuations. Monitor workflow and ensure tasks are completed within agreed service levels and compliance requirements. Maintain accurate and compliant client records on CRM and back-office systems, including Intelligent Office. Support the Compliance team in ensuring documentation and advice processes meet FCA requirements. Act as a point of contact for Advisers regarding technical queries. Contribute to the continuous improvement of processes, systems and documentation standards. About You The successful candidate will ideally have: Previous experience within an IFA Paraplanning or Financial Services environment. Experience supporting Advisers with technical and administrative aspects of financial planning. Ideally be working towards, or have commenced, the Diploma in Financial Planning . Strong attention to detail and a methodical approach to work. Excellent written and verbal communication skills. Strong analytical and numerical abilities. The ability to interpret and analyse financial information accurately. Good knowledge of financial planning products and processes. A strong understanding of the importance of FCA compliance and accurate record keeping. Confidence using IT systems and back-office platforms, ideally Intelligent Office. A proactive approach and willingness to continue developing technical knowledge. If you're looking to develop your career within Paraplanning and want to build your technical knowledge within a successful IFA environment, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16921 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Role: This is an exciting opportunity to join a progressive and people-focused organisation that places a strong emphasis on employee development, collaboration, and career progression. As the business continues to grow, they are looking to attract a talented individual who is keen to make a meaningful contribution while further developing their own skills and expertise within a supportive environment. Working closely with Financial Planners, you will play an integral role in delivering an exceptional client experience, providing high-quality support across a range of financial planning activities. You will also have the opportunity to mentor and support junior colleagues, share your knowledge and expertise, and help drive the continued success of a dynamic and ambitious team. If you are looking to join a firm that genuinely values its people, encourages professional growth, and offers long-term career opportunities, this could be the perfect next step in your career. The Opportunity As a Senior IFA Administrator, you will be responsible for providing comprehensive administrative support across a broad range of financial planning activities. You'll work on both routine and complex cases, ensuring clients receive a professional, efficient, and compliant service at every stage of their journey. Alongside your technical expertise, you'll act as a mentor and role model within the team, sharing knowledge and helping to maintain the highest standards of client service and operational excellence. Key Responsibilities Preparing client review packs, valuation reports, and performance documentation Processing new business submissions and ensuring all compliance requirements are met Liaising with providers to obtain policy information, valuations, and illustrations Managing client servicing activities, including withdrawals, fund switches, and policy amendments Maintaining accurate and up-to-date client records using the firm's back-office systems Preparing post-review correspondence and keeping clients informed throughout the advice process Supporting Financial Planners with complex investment, pension, protection, and mortgage cases Producing fund switch reports and assisting with research using FE Analytics Coaching and supporting junior administrators to encourage development and best practice The successful candidate will possess: A minimum of 4 years' experience within an IFA/Financial Planning administration role Strong technical knowledge of pensions, investments, protection, and financial planning processes A thorough understanding of FCA regulatory requirements and industry best practice Experience supporting complex and high-value client cases Excellent organisational skills with a meticulous attention to detail Strong communication and relationship-building abilities Proficiency with financial planning back-office systems and Microsoft Office applications
Aug 24, 2026
Full time
Role: This is an exciting opportunity to join a progressive and people-focused organisation that places a strong emphasis on employee development, collaboration, and career progression. As the business continues to grow, they are looking to attract a talented individual who is keen to make a meaningful contribution while further developing their own skills and expertise within a supportive environment. Working closely with Financial Planners, you will play an integral role in delivering an exceptional client experience, providing high-quality support across a range of financial planning activities. You will also have the opportunity to mentor and support junior colleagues, share your knowledge and expertise, and help drive the continued success of a dynamic and ambitious team. If you are looking to join a firm that genuinely values its people, encourages professional growth, and offers long-term career opportunities, this could be the perfect next step in your career. The Opportunity As a Senior IFA Administrator, you will be responsible for providing comprehensive administrative support across a broad range of financial planning activities. You'll work on both routine and complex cases, ensuring clients receive a professional, efficient, and compliant service at every stage of their journey. Alongside your technical expertise, you'll act as a mentor and role model within the team, sharing knowledge and helping to maintain the highest standards of client service and operational excellence. Key Responsibilities Preparing client review packs, valuation reports, and performance documentation Processing new business submissions and ensuring all compliance requirements are met Liaising with providers to obtain policy information, valuations, and illustrations Managing client servicing activities, including withdrawals, fund switches, and policy amendments Maintaining accurate and up-to-date client records using the firm's back-office systems Preparing post-review correspondence and keeping clients informed throughout the advice process Supporting Financial Planners with complex investment, pension, protection, and mortgage cases Producing fund switch reports and assisting with research using FE Analytics Coaching and supporting junior administrators to encourage development and best practice The successful candidate will possess: A minimum of 4 years' experience within an IFA/Financial Planning administration role Strong technical knowledge of pensions, investments, protection, and financial planning processes A thorough understanding of FCA regulatory requirements and industry best practice Experience supporting complex and high-value client cases Excellent organisational skills with a meticulous attention to detail Strong communication and relationship-building abilities Proficiency with financial planning back-office systems and Microsoft Office applications
FINANCIAL PLANNING & PENSIONS ADMINISTRATOR Up to 35,000 + Benefits + Exam Support LEICESTER / HYBRID Our client are a leading and National Independent Provider of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an additional 'Client Relationship Manager' to join the incredibly busy team in Leicester. This will be a mixture of office and home working. Working alongside the Team Leader and forming part of a team of CRMs' this role will involve providing direct support to the Pension Consultants including two busy Directors. The successful candidate will be responsible for managing and administrating a portfolio of SIPP and SSAS pension schemes. Daily duties will be varied consisting of; First point of contact for clients within your portfolio and to be aware of all client issues and detail Inputting data on to the system within a timely manner Dealing with routine correspondence including contact with clients, their advisers and product providers both by postal correspondence, fax, e-mail and telephone Ensuring all HMRC and FSA deadlines are met Organise and prioritise work including managing client's expectations Maintenance of paper and electronic filing systems for correspondence and documents including scanning and archiving Preparation of new business documentation The successful candidate will be intelligent and ambitious with the desire to learn and succeed within Financial Planning. Our client is looking for someone with a can-do attitude who has solid communication and articulations skills as well as the eagerness and drive to succeed. NJR16934
Aug 24, 2026
Full time
FINANCIAL PLANNING & PENSIONS ADMINISTRATOR Up to 35,000 + Benefits + Exam Support LEICESTER / HYBRID Our client are a leading and National Independent Provider of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an additional 'Client Relationship Manager' to join the incredibly busy team in Leicester. This will be a mixture of office and home working. Working alongside the Team Leader and forming part of a team of CRMs' this role will involve providing direct support to the Pension Consultants including two busy Directors. The successful candidate will be responsible for managing and administrating a portfolio of SIPP and SSAS pension schemes. Daily duties will be varied consisting of; First point of contact for clients within your portfolio and to be aware of all client issues and detail Inputting data on to the system within a timely manner Dealing with routine correspondence including contact with clients, their advisers and product providers both by postal correspondence, fax, e-mail and telephone Ensuring all HMRC and FSA deadlines are met Organise and prioritise work including managing client's expectations Maintenance of paper and electronic filing systems for correspondence and documents including scanning and archiving Preparation of new business documentation The successful candidate will be intelligent and ambitious with the desire to learn and succeed within Financial Planning. Our client is looking for someone with a can-do attitude who has solid communication and articulations skills as well as the eagerness and drive to succeed. NJR16934
South Dakota Board of Regents
Aberdeen, Aberdeenshire
Associate Vice President for Human Resources Logo Institution Institution Northern State University Working Title Working Title Associate Vice President for Human Resources Posting Number Posting Number NFE03162P Department Department NSU-Finance & Administration Physical Location of Position (City) Posting Text Northern State University invites applications for the position of Associate Vice President for Human Resources, an exceptional opportunity for an experienced human resources professional to serve as the University's chief HR officer. Reporting to the Vice President for Finance and Administration, the Associate Vice President for Human Resources provides strategic leadership and operational oversight for all human resource functions while fostering a culture of excellence, engagement, and service across campus. This position also provides comprehensive human resources and payroll services to the South Dakota School for the Blind and Visually Impaired, making it a unique opportunity to support two outstanding public institutions dedicated to education and student success. The Associate Vice President for Human Resources serves as a trusted advisor to executive leadership, managers, faculty, and staff on all aspects of human resources. This position is responsible for developing and implementing strategic HR initiatives that support the University's mission and strategic plan while ensuring compliance with federal, state, and South Dakota Board of Regents policies. The successful candidate will lead initiatives in recruitment and retention, employee relations, performance management, compensation and classification, benefits administration, compliance, organizational development, payroll oversight, and HR information systems. Primary Responsibilities Provide strategic leadership for all Human Resources operations. Advise leadership on workforce planning, organizational development, and employee relations. Lead recruitment, hiring, onboarding, and retention initiatives for faculty, staff, and administrators. Oversee employee relations, workplace investigations, performance management, and corrective action processes. Ensure compliance with employment laws and Board of Regents policies, including FLSA , FMLA , ADA , ACA , Title VII , Title IX, and EEO requirements. Manage HR information systems, workforce reporting, and personnel records. Oversee payroll operations within a complex system governing Board of Regents campuses. Support organizational effectiveness through strategic planning and data-informed decision-making. Required Qualifications Bachelor's degree in Human Resources, Business Administration, Management, Leadership, or a closely related field. Significant progressively responsible professional experience in human resources, including management and leadership responsibilities. Demonstrated knowledge of employee relations, employment law, compensation, benefits, recruitment, organizational development, and HR information systems. Exceptional communication, interpersonal, analytical, and problem-solving skills. Ability to exercise sound judgment, maintain confidentiality, and build collaborative relationships across the organization. Preferred Qualifications Master's degree in Human Resources, Business Administration, Leadership, or a related field. PHR , SPHR , SHRM -CP, or SHRM - SCP professional certification. Experience working in higher education or another complex public-sector organization. Posting Date Posting Date 08/04/2026 Closing Date Open Until Filled Yes First Consideration Date First Consideration Date 08/24/2026 Advertised Salary Advertised Salary Depends on Experience Duration of the Term Duration of the Term 12 months Appointment Percent Appointment Percent 100% Work Hours 8-5 Typical Hours Worked Per Week Typical Hours Worked Per Week 40+ Appointment Type Appointment Type Regular Faculty Status Faculty Status No Scope of Search Scope of Search External (includes Internal) If internal, define scope of search This position requires Travel, Overnight stays, Valid Drivers License If other, please indicate Northern State University is a student-centered public university committed to academic excellence, innovation, and community engagement. Located in Aberdeen, South Dakota, Northern offers a collaborative campus environment where employees make a meaningful impact on students, faculty, staff, and the communities we serve. We seek an experienced HR leader who is passionate about developing people, improving organizational effectiveness, and serving as a trusted partner to campus leadership. Position will report directly to the Vice President for Finance & Administration Equal Employment Opportunity Statement Northern State University is committed to building a welcoming culture of belonging and collegiality that respects diversity in knowledge, culture and world view. Northern seeks faculty and staff who will engage with individuals of diverse backgrounds, beliefs and perspectives to increase awareness, understanding, respect and opportunity for all. Must be authorized to work in the U.S. Sponsorship is not available for this position. Contact Information Cognitive Requirements Please check the appropriate response that describe the cognitive requirements for this position. Protective Clothing/Equipment Please check the appropriate response for this position's use of the following protective clothing or equipment. If other protection is used please identify Physical Requirements Please designate the physical requirements of this position Please designate the physically requirements of this position Fine Finger Manipulation (keyboarding, pipefitting, bench work, etc), Lifting light, Repetitive Motion, Sitting for sustained periods of time, Standing for sustained periods of time, Use Both Hands, Use of Either Hand, Independently, Walking, Wrist Movement (twisting or rotating) Describe any of the conditions selected Sensory Requirements Please check the appropriate response that describe the sensory requirements for this position. Please check the appropriate response that describe the sensory requirements for this position. Color Vision, Hearing, Near Vision, Speaking, Vision (With and without corrective lenses) Working Conditions & Exposures Working Conditions or Exposures (or potential exposures) that this position may encounter during the course of the work day. Please describe, in more detail, any of the conditions checked above Check the appropriate box(es) that best describes the environment in which the primary function of the position is performed. If you have indicated Other Environment, if work tasks involve one or more of the above, or if further explanation is necessary, please use the space provided. Supplemental Questions Required fields are indicated with an asterisk ( ). Documents Needed to Apply Required Documents Resume Cover Letter Reference List Optional Documents The South Dakota Board of Regents is an Equal Opportunity Employer. The Board of Regents will take Affinity Action to ensure that all employment practices are free of discrimination. In addition, the Board of Regents fully supports incorporation of non-discrimination and Affinative Action rules and regulations into all of its employment practices. Arrangements for accommodations required by disabilities can be made by contacting the appropriate Human Resources office. Please see the Contact Us section of this webpage for more information. Notice to all applicants: If you are selected as a finalist, job references and a background check may be conducted. South Dakota Board of Regents 306 E. Capital Ave, Suite 200 Pierre, SD 57501
Aug 24, 2026
Full time
Associate Vice President for Human Resources Logo Institution Institution Northern State University Working Title Working Title Associate Vice President for Human Resources Posting Number Posting Number NFE03162P Department Department NSU-Finance & Administration Physical Location of Position (City) Posting Text Northern State University invites applications for the position of Associate Vice President for Human Resources, an exceptional opportunity for an experienced human resources professional to serve as the University's chief HR officer. Reporting to the Vice President for Finance and Administration, the Associate Vice President for Human Resources provides strategic leadership and operational oversight for all human resource functions while fostering a culture of excellence, engagement, and service across campus. This position also provides comprehensive human resources and payroll services to the South Dakota School for the Blind and Visually Impaired, making it a unique opportunity to support two outstanding public institutions dedicated to education and student success. The Associate Vice President for Human Resources serves as a trusted advisor to executive leadership, managers, faculty, and staff on all aspects of human resources. This position is responsible for developing and implementing strategic HR initiatives that support the University's mission and strategic plan while ensuring compliance with federal, state, and South Dakota Board of Regents policies. The successful candidate will lead initiatives in recruitment and retention, employee relations, performance management, compensation and classification, benefits administration, compliance, organizational development, payroll oversight, and HR information systems. Primary Responsibilities Provide strategic leadership for all Human Resources operations. Advise leadership on workforce planning, organizational development, and employee relations. Lead recruitment, hiring, onboarding, and retention initiatives for faculty, staff, and administrators. Oversee employee relations, workplace investigations, performance management, and corrective action processes. Ensure compliance with employment laws and Board of Regents policies, including FLSA , FMLA , ADA , ACA , Title VII , Title IX, and EEO requirements. Manage HR information systems, workforce reporting, and personnel records. Oversee payroll operations within a complex system governing Board of Regents campuses. Support organizational effectiveness through strategic planning and data-informed decision-making. Required Qualifications Bachelor's degree in Human Resources, Business Administration, Management, Leadership, or a closely related field. Significant progressively responsible professional experience in human resources, including management and leadership responsibilities. Demonstrated knowledge of employee relations, employment law, compensation, benefits, recruitment, organizational development, and HR information systems. Exceptional communication, interpersonal, analytical, and problem-solving skills. Ability to exercise sound judgment, maintain confidentiality, and build collaborative relationships across the organization. Preferred Qualifications Master's degree in Human Resources, Business Administration, Leadership, or a related field. PHR , SPHR , SHRM -CP, or SHRM - SCP professional certification. Experience working in higher education or another complex public-sector organization. Posting Date Posting Date 08/04/2026 Closing Date Open Until Filled Yes First Consideration Date First Consideration Date 08/24/2026 Advertised Salary Advertised Salary Depends on Experience Duration of the Term Duration of the Term 12 months Appointment Percent Appointment Percent 100% Work Hours 8-5 Typical Hours Worked Per Week Typical Hours Worked Per Week 40+ Appointment Type Appointment Type Regular Faculty Status Faculty Status No Scope of Search Scope of Search External (includes Internal) If internal, define scope of search This position requires Travel, Overnight stays, Valid Drivers License If other, please indicate Northern State University is a student-centered public university committed to academic excellence, innovation, and community engagement. Located in Aberdeen, South Dakota, Northern offers a collaborative campus environment where employees make a meaningful impact on students, faculty, staff, and the communities we serve. We seek an experienced HR leader who is passionate about developing people, improving organizational effectiveness, and serving as a trusted partner to campus leadership. Position will report directly to the Vice President for Finance & Administration Equal Employment Opportunity Statement Northern State University is committed to building a welcoming culture of belonging and collegiality that respects diversity in knowledge, culture and world view. Northern seeks faculty and staff who will engage with individuals of diverse backgrounds, beliefs and perspectives to increase awareness, understanding, respect and opportunity for all. Must be authorized to work in the U.S. Sponsorship is not available for this position. Contact Information Cognitive Requirements Please check the appropriate response that describe the cognitive requirements for this position. Protective Clothing/Equipment Please check the appropriate response for this position's use of the following protective clothing or equipment. If other protection is used please identify Physical Requirements Please designate the physical requirements of this position Please designate the physically requirements of this position Fine Finger Manipulation (keyboarding, pipefitting, bench work, etc), Lifting light, Repetitive Motion, Sitting for sustained periods of time, Standing for sustained periods of time, Use Both Hands, Use of Either Hand, Independently, Walking, Wrist Movement (twisting or rotating) Describe any of the conditions selected Sensory Requirements Please check the appropriate response that describe the sensory requirements for this position. Please check the appropriate response that describe the sensory requirements for this position. Color Vision, Hearing, Near Vision, Speaking, Vision (With and without corrective lenses) Working Conditions & Exposures Working Conditions or Exposures (or potential exposures) that this position may encounter during the course of the work day. Please describe, in more detail, any of the conditions checked above Check the appropriate box(es) that best describes the environment in which the primary function of the position is performed. If you have indicated Other Environment, if work tasks involve one or more of the above, or if further explanation is necessary, please use the space provided. Supplemental Questions Required fields are indicated with an asterisk ( ). Documents Needed to Apply Required Documents Resume Cover Letter Reference List Optional Documents The South Dakota Board of Regents is an Equal Opportunity Employer. The Board of Regents will take Affinity Action to ensure that all employment practices are free of discrimination. In addition, the Board of Regents fully supports incorporation of non-discrimination and Affinative Action rules and regulations into all of its employment practices. Arrangements for accommodations required by disabilities can be made by contacting the appropriate Human Resources office. Please see the Contact Us section of this webpage for more information. Notice to all applicants: If you are selected as a finalist, job references and a background check may be conducted. South Dakota Board of Regents 306 E. Capital Ave, Suite 200 Pierre, SD 57501
Experienced Financial Planning Administrator Location: Maidstone, Kent Salary: £40,000 Job Type: Full-time, Permanent Recruiter Opportunity We are currently working with a well-established and highly regarded Independent Financial Planning firm in Maidstone who are looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for a professional and detail-oriented administrator with strong IFA experience who is looking to join a busy, client-focused environment offering stability and long-term career prospects. The Role You will provide comprehensive administrative support to Financial Advisers, ensuring the efficient processing of new and existing business while delivering a high standard of client service. Key Responsibilities Online processing of new business applications for retail clients across Pensions, Investments and Protection in a timely and compliant manner Liaising with a wide range of product providers and platforms Ongoing servicing and maintenance of existing client portfolios Producing illustrations and comparison quotations, including collating supporting literature and pre-populating applications Processing Letters of Authority Updating client portfolios for annual reviews and preparing review packs and reports Managing adviser diaries, including scheduling and rescheduling appointments Handling ad hoc administrative tasks to support the wider team Occasionally meeting and greeting clients and visitors to the office About You Recent experience working as an IFA / Financial Planning Administrator is essential Professional, articulate and well-presented Strong organisational skills with the ability to manage a busy workload Excellent attention to detail with strong numeracy and accuracy skills Confident communicator with good written and verbal communication Ability to work both independently and as part of a team Competent in IT systems, including Microsoft Office and Excel What's on Offer Salary of £40,000 Opportunity to join a supportive and professional financial planning firm Stable, long-term career opportunity within a growing business Positive team environment and modern office setting
Aug 24, 2026
Full time
Experienced Financial Planning Administrator Location: Maidstone, Kent Salary: £40,000 Job Type: Full-time, Permanent Recruiter Opportunity We are currently working with a well-established and highly regarded Independent Financial Planning firm in Maidstone who are looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for a professional and detail-oriented administrator with strong IFA experience who is looking to join a busy, client-focused environment offering stability and long-term career prospects. The Role You will provide comprehensive administrative support to Financial Advisers, ensuring the efficient processing of new and existing business while delivering a high standard of client service. Key Responsibilities Online processing of new business applications for retail clients across Pensions, Investments and Protection in a timely and compliant manner Liaising with a wide range of product providers and platforms Ongoing servicing and maintenance of existing client portfolios Producing illustrations and comparison quotations, including collating supporting literature and pre-populating applications Processing Letters of Authority Updating client portfolios for annual reviews and preparing review packs and reports Managing adviser diaries, including scheduling and rescheduling appointments Handling ad hoc administrative tasks to support the wider team Occasionally meeting and greeting clients and visitors to the office About You Recent experience working as an IFA / Financial Planning Administrator is essential Professional, articulate and well-presented Strong organisational skills with the ability to manage a busy workload Excellent attention to detail with strong numeracy and accuracy skills Confident communicator with good written and verbal communication Ability to work both independently and as part of a team Competent in IT systems, including Microsoft Office and Excel What's on Offer Salary of £40,000 Opportunity to join a supportive and professional financial planning firm Stable, long-term career opportunity within a growing business Positive team environment and modern office setting
Manager, Compensation and Benefits - Fixed term contract Job Category: Human Resources Requisition Number: MANAG003332 Posted : July 9, 2026 Full-Time Hybrid Location Showing 1 location Gen II (UK) Southampton Southampton, WHIT PO157AD, GBR Description What you'll be doing Compensation Administration Lead an efficient and accurate payroll function for all European office locations on a monthly basis, supporting the Compensation and Benefits team to adhere to deadlines and escalation of concerns with all parties involved in a timely manner Lead the Compensation and Benefits team with sharing knowledge and responsibility of jurisdictional payroll administration, limiting keyperson risk where possible and building a confident European focused payroll team Act as final checker for all European locations payroll, sign off payroll reports on a monthly basis, approve out of cycle or re-run report requests and provide general support to Compensation and Benefits Administrators and Officers, as required. Take responsibility for all jurisdiction's payrolls monthly deadlines. Escalate concerns or delays as soon as possible to Associate Director/Director, People and Impact. Oversee the monthly coordination of payroll deadlines amongst the Compensation and Benefits team as well as wider HR team and other internal or external functions. Manage business expectations when required. Provide team support for complex payroll queries raised, ensuring team respond in a professional and timely manner. Encourage and support ongoing learning and development opportunities to the wider team through shared learning opportunities. Complete annual analysis of employee compensation package against local market, submit recommendations as appropriate and elevate concerns amongst Management team members. Accurately prepare data required for gender pay gap reporting across all European locations and remain aligned with changing legal requirements and changing headcount thresholds etc. Ensure compliance with each jurisdiction legislation for minimum wage changes, statutory uplifts and changes to pay related legislation, in line with 3 rd party payroll providers. Lead on annual benefit renewals across all European office locations, striving for efficiency and consistency, within budget limitations. Proactively review current benefit packages across all European office locations and submit recommendations reviewing against current market, tailored to business level as appropriate Ensure business compliance with regulatory or legal changes to benefit offerings across all European locations i.e. contribution regulations, auto-enrolments, new policy introductions etc. Support the Compensation and Benefits team with any complex benefit queries Strive to ensure the Compensation and Benefits team offer a consistent, reliable and accurate benefit administration function, highlighting processing efficiency and ensuring regular data checks Ensure that policies and procedures are accurately maintained. Ad Hoc Administration and Projects Provide Board report information on a quarterly basis Assist the Compensation and Benefits team with cover during periods of absence and ensure adherence to deadlines from all parties during periods of absence Oversee the Compensation and Benefits team payroll audit queries for all European locations, as required Keep up to date with relevant regulations/legislation and determine the impact of any changes, taking action to implement changes where necessary or provide recommendations to Associate Director/Director, People and Impact Identify team efficiencies and implement changes in payroll processing, documentation management and record management. Utilisation of systems and processes in an efficient and effective manner Finalise data collection and analysis for salary survey participation and recommendations. Assist the wider HR team with HR related projects, when required. The ideal background for this role: A Levels or equivalent A sound academic background 5+ years relevant HR experience Experience working in an organisation within the financial services industry Experience of developing and coaching others Role Location/Hybrid Schedule This role is based in our Southampton office. Although the nature of most of the roles within Gen II cannot be classed as totally flexible, there is scope in some cases for a form of Agile Working. The different ways in which Agile Working can be undertaken is dependent on the demands and needs of the business, the office space available and the individual's preferences and circumstances.
Aug 24, 2026
Full time
Manager, Compensation and Benefits - Fixed term contract Job Category: Human Resources Requisition Number: MANAG003332 Posted : July 9, 2026 Full-Time Hybrid Location Showing 1 location Gen II (UK) Southampton Southampton, WHIT PO157AD, GBR Description What you'll be doing Compensation Administration Lead an efficient and accurate payroll function for all European office locations on a monthly basis, supporting the Compensation and Benefits team to adhere to deadlines and escalation of concerns with all parties involved in a timely manner Lead the Compensation and Benefits team with sharing knowledge and responsibility of jurisdictional payroll administration, limiting keyperson risk where possible and building a confident European focused payroll team Act as final checker for all European locations payroll, sign off payroll reports on a monthly basis, approve out of cycle or re-run report requests and provide general support to Compensation and Benefits Administrators and Officers, as required. Take responsibility for all jurisdiction's payrolls monthly deadlines. Escalate concerns or delays as soon as possible to Associate Director/Director, People and Impact. Oversee the monthly coordination of payroll deadlines amongst the Compensation and Benefits team as well as wider HR team and other internal or external functions. Manage business expectations when required. Provide team support for complex payroll queries raised, ensuring team respond in a professional and timely manner. Encourage and support ongoing learning and development opportunities to the wider team through shared learning opportunities. Complete annual analysis of employee compensation package against local market, submit recommendations as appropriate and elevate concerns amongst Management team members. Accurately prepare data required for gender pay gap reporting across all European locations and remain aligned with changing legal requirements and changing headcount thresholds etc. Ensure compliance with each jurisdiction legislation for minimum wage changes, statutory uplifts and changes to pay related legislation, in line with 3 rd party payroll providers. Lead on annual benefit renewals across all European office locations, striving for efficiency and consistency, within budget limitations. Proactively review current benefit packages across all European office locations and submit recommendations reviewing against current market, tailored to business level as appropriate Ensure business compliance with regulatory or legal changes to benefit offerings across all European locations i.e. contribution regulations, auto-enrolments, new policy introductions etc. Support the Compensation and Benefits team with any complex benefit queries Strive to ensure the Compensation and Benefits team offer a consistent, reliable and accurate benefit administration function, highlighting processing efficiency and ensuring regular data checks Ensure that policies and procedures are accurately maintained. Ad Hoc Administration and Projects Provide Board report information on a quarterly basis Assist the Compensation and Benefits team with cover during periods of absence and ensure adherence to deadlines from all parties during periods of absence Oversee the Compensation and Benefits team payroll audit queries for all European locations, as required Keep up to date with relevant regulations/legislation and determine the impact of any changes, taking action to implement changes where necessary or provide recommendations to Associate Director/Director, People and Impact Identify team efficiencies and implement changes in payroll processing, documentation management and record management. Utilisation of systems and processes in an efficient and effective manner Finalise data collection and analysis for salary survey participation and recommendations. Assist the wider HR team with HR related projects, when required. The ideal background for this role: A Levels or equivalent A sound academic background 5+ years relevant HR experience Experience working in an organisation within the financial services industry Experience of developing and coaching others Role Location/Hybrid Schedule This role is based in our Southampton office. Although the nature of most of the roles within Gen II cannot be classed as totally flexible, there is scope in some cases for a form of Agile Working. The different ways in which Agile Working can be undertaken is dependent on the demands and needs of the business, the office space available and the individual's preferences and circumstances.
We are delighted to be working in partnership with an established market leader in managed communications technology and systems integration who develop their own products. For over 40 years, they've been at the forefront of innovation, transforming customer experiences through smarter communications, automation, analytics and AI. They deliver transformative communication and CX solutions throughout the UK and internationally, supporting clients with global reach and ambition. As the business expands, they are looking to onboard a DevOps SysAdmin to support teams across the business for both internal and hosted infrastructures including hardware, operating systems and server-based applications. As a Senior DevOps Systems Administrator, you'll lead automation efforts, work with cutting-edge tools, and be trusted to make key decisions that influence the direction of the business. The DevOps Engineer will help architect robust hybrid cloud solutions and streamline infrastructure with tools like Terraform, Ansible, and GitHub Actions. You'll be working in a collaborative environment that invests in your development - with clear progression, technical certifications, and the opportunity to mentor others whilst growing your leadership skills. Key Responsibilities will include: Design, deploy and support infrastructure across AWS and private cloud Automate infrastructure with Terraform and Ansible Build and maintain CI/CD pipelines using GitHub Actions Implement observability tools (Grafana, Prometheus, CloudWatch) Work across teams to improve reliability and security Manage hybrid networks, IAM, firewalls and VPNs The successful DevOps Systems Administrator will have: At least 3-5 years of DevOps experience, including hands-on AWS, Experience with VMware. Proxmox desirable but not essential. Strong Linux skills with networking and cloud security knowledge. Experience of working with Terraform, Ansible, and Kubernetes (e.g. EKS) Confident scripting in Bash, Python or Go AWS Certifications and knowledge of security tools such as Trivy would be beneficial. This is a fantastic and exciting opportunity for an experienced Systems Administrator, DevOps Engineer or Platform/Cloud Engineer to work as part of a people-first company that holds exceptional staff retention rates and career development opportunities. The role comes with a generous benefits package, including retail discounts, private healthcare, flexible working arrangements and many more. If you're ambitious, curious and can demonstrate loyalty as an employee, this is your chance to learn and grow your career in a company with pedigree, purpose and potential. Please not that this is a permanent position seeking candidates that can demonstrate longevity of service with their former employers.
Aug 24, 2026
Full time
We are delighted to be working in partnership with an established market leader in managed communications technology and systems integration who develop their own products. For over 40 years, they've been at the forefront of innovation, transforming customer experiences through smarter communications, automation, analytics and AI. They deliver transformative communication and CX solutions throughout the UK and internationally, supporting clients with global reach and ambition. As the business expands, they are looking to onboard a DevOps SysAdmin to support teams across the business for both internal and hosted infrastructures including hardware, operating systems and server-based applications. As a Senior DevOps Systems Administrator, you'll lead automation efforts, work with cutting-edge tools, and be trusted to make key decisions that influence the direction of the business. The DevOps Engineer will help architect robust hybrid cloud solutions and streamline infrastructure with tools like Terraform, Ansible, and GitHub Actions. You'll be working in a collaborative environment that invests in your development - with clear progression, technical certifications, and the opportunity to mentor others whilst growing your leadership skills. Key Responsibilities will include: Design, deploy and support infrastructure across AWS and private cloud Automate infrastructure with Terraform and Ansible Build and maintain CI/CD pipelines using GitHub Actions Implement observability tools (Grafana, Prometheus, CloudWatch) Work across teams to improve reliability and security Manage hybrid networks, IAM, firewalls and VPNs The successful DevOps Systems Administrator will have: At least 3-5 years of DevOps experience, including hands-on AWS, Experience with VMware. Proxmox desirable but not essential. Strong Linux skills with networking and cloud security knowledge. Experience of working with Terraform, Ansible, and Kubernetes (e.g. EKS) Confident scripting in Bash, Python or Go AWS Certifications and knowledge of security tools such as Trivy would be beneficial. This is a fantastic and exciting opportunity for an experienced Systems Administrator, DevOps Engineer or Platform/Cloud Engineer to work as part of a people-first company that holds exceptional staff retention rates and career development opportunities. The role comes with a generous benefits package, including retail discounts, private healthcare, flexible working arrangements and many more. If you're ambitious, curious and can demonstrate loyalty as an employee, this is your chance to learn and grow your career in a company with pedigree, purpose and potential. Please not that this is a permanent position seeking candidates that can demonstrate longevity of service with their former employers.
Receptionist / Administration Assistant Shrewsbury Salary: £25,500 - £26,500 Full-Time Permanent Office-Based NJR Recruitment is delighted to be working with a successful professional services business to recruit a Receptionist / Administration Assistant to join their team in Shrewsbury. This is a fantastic opportunity for a professional, organised and client-focused individual who enjoys being the first point of contact for clients and visitors, while also providing essential administrative support across the business. The Role Based in the Shrewsbury office, you'll be responsible for creating a warm and professional welcome for clients and visitors, managing incoming calls and post, maintaining office supplies and supporting the wider team with a variety of administrative tasks. You'll play an important role in ensuring the office runs smoothly and that clients receive a first-class service at every interaction. Key Responsibilities Answer incoming telephone calls and redirect calls appropriately. Take accurate messages and ensure they are passed to the relevant colleagues. Meet and greet clients and visitors in a professional and welcoming manner. Open, scan and distribute incoming post and deliveries. Print correspondence and log information onto relevant computer systems. Frank and send outgoing post. Ensure meeting rooms are clean, organised and presentable before and after client meetings. Provide refreshments for client meetings. Monitor stationery and office supplies, including paper, toner, tea and coffee, and reorder when required. Maintain accurate client database information. Complete general office administration and support tasks across both offices. Attend and contribute to team meetings. Provide holiday cover and support colleagues when required. Assist with other administrative duties as required to ensure the smooth running of the business. About You The successful candidate will have: A professional appearance and manner. Good computer skills and confidence using Microsoft Office packages. Excellent communication skills, both written and verbal. Strong interpersonal skills with the ability to build positive relationships. Excellent organisational skills and the ability to manage multiple tasks. The ability to work to deadlines without compromising quality. A professional and client-focused approach. A positive, proactive and flexible attitude. A genuine willingness to support colleagues and contribute to the wider team. What's on Offer? Salary of £25,500 - £26,500 . Full-time, permanent position. Office-based role in Shrewsbury . Eligibility for a discretionary annual bonus. Staff healthcare scheme. Company pension scheme. Death in Service provision. Supportive team environment. A varied role with the opportunity to develop your administrative experience. If you're a professional and personable administrator looking for a varied office-based role where you'll be an important part of the team, we'd love to hear from you. Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you. NJR16943
Aug 24, 2026
Full time
Receptionist / Administration Assistant Shrewsbury Salary: £25,500 - £26,500 Full-Time Permanent Office-Based NJR Recruitment is delighted to be working with a successful professional services business to recruit a Receptionist / Administration Assistant to join their team in Shrewsbury. This is a fantastic opportunity for a professional, organised and client-focused individual who enjoys being the first point of contact for clients and visitors, while also providing essential administrative support across the business. The Role Based in the Shrewsbury office, you'll be responsible for creating a warm and professional welcome for clients and visitors, managing incoming calls and post, maintaining office supplies and supporting the wider team with a variety of administrative tasks. You'll play an important role in ensuring the office runs smoothly and that clients receive a first-class service at every interaction. Key Responsibilities Answer incoming telephone calls and redirect calls appropriately. Take accurate messages and ensure they are passed to the relevant colleagues. Meet and greet clients and visitors in a professional and welcoming manner. Open, scan and distribute incoming post and deliveries. Print correspondence and log information onto relevant computer systems. Frank and send outgoing post. Ensure meeting rooms are clean, organised and presentable before and after client meetings. Provide refreshments for client meetings. Monitor stationery and office supplies, including paper, toner, tea and coffee, and reorder when required. Maintain accurate client database information. Complete general office administration and support tasks across both offices. Attend and contribute to team meetings. Provide holiday cover and support colleagues when required. Assist with other administrative duties as required to ensure the smooth running of the business. About You The successful candidate will have: A professional appearance and manner. Good computer skills and confidence using Microsoft Office packages. Excellent communication skills, both written and verbal. Strong interpersonal skills with the ability to build positive relationships. Excellent organisational skills and the ability to manage multiple tasks. The ability to work to deadlines without compromising quality. A professional and client-focused approach. A positive, proactive and flexible attitude. A genuine willingness to support colleagues and contribute to the wider team. What's on Offer? Salary of £25,500 - £26,500 . Full-time, permanent position. Office-based role in Shrewsbury . Eligibility for a discretionary annual bonus. Staff healthcare scheme. Company pension scheme. Death in Service provision. Supportive team environment. A varied role with the opportunity to develop your administrative experience. If you're a professional and personable administrator looking for a varied office-based role where you'll be an important part of the team, we'd love to hear from you. Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you. NJR16943
Dorking Office Based 9-5 Role Purpose Working closely with Advisers, Paraplanners and colleagues across the business, the role helps ensure client work is completed efficiently, regulatory requirements are met and an exceptional client experience is delivered throughout every stage of the financial planning journey. Career Development Opportunity This role offers an excellent opportunity for an experienced Financial Services Administrator to further develop their technical knowledge and expertise within a Chartered Financial Planning practice. Working alongside experienced Financial Advisers, Paraplanners and colleagues across the business, the successful individual will continue to build their understanding of financial planning, regulatory requirements and client service whilst developing broader operational knowledge within a professional advice environment. Client Administration Prepare client meeting packs and supporting documentation accurately and within agreed timescales. Process new investment, pension and protection business from application through to completion, ensuring all regulatory and compliance requirements are met. Prepare and process client transactions, including fund switches, withdrawals, surrenders and other servicing requests. Maintain accurate and up-to-date client records using the company's CRM and business systems. Ensure all documentation is complete and accurately prepared before submission to the Paraplanning team. Carry out relevant calculations and administrative checks to support the advice process. Maintain high levels of accuracy whilst ensuring agreed service standards are achieved. Adviser Support Provide proactive day-to-day administrative support to Financial Advisers. Manage adviser diaries, meeting arrangements and follow-up actions where required. Liaise with product providers and administration centres to obtain client and policy information. Investigate and resolve adviser and client queries promptly and professionally. Quality & Compliance Ensure all work is completed accurately and in accordance with company procedures and regulatory requirements. Promote high standards of accuracy, professionalism and client care. Maintain awareness of regulatory developments relevant to the role. Escalate risks, errors or concerns appropriately. Knowledge, Skills & Experience Essential Experience working within a Financial Planning, Wealth Management or Independent Financial Adviser (IFA) environment. Strong understanding of financial planning administration processes and client servicing. Excellent organisational skills with the ability to manage multiple priorities and meet deadlines. Exceptional attention to detail and commitment to producing accurate, high-quality work. Strong communication and interpersonal skills, with the ability to build positive working relationships with colleagues, clients and external providers. Good working knowledge of Microsoft Office applications and client relationship management (CRM) systems. Ability to work independently whilst contributing positively to a collaborative team environment. Commitment to delivering excellent client service and maintaining high professional standards. Desirable Minimum two years' experience within a similar Financial Services Administration role. Understanding of St. James's Place systems and processes. Relevant Financial Services qualification (or willingness to work towards a recognised professional qualification). Experience working within a regulated financial services environment. Knowledge of pensions, investments and protection products. Key Competencies for Success in the Role Self-Management Demonstrates professionalism, reliability and accountability. Manages workload effectively and consistently meets agreed deadlines. Maintains high standards of accuracy and attention to detail. Takes ownership of work and learns from experience. Demonstrates resilience and remains organised when managing competing priorities. Communication & Collaboration Communicates clearly, professionally and respectfully with colleagues, clients and external providers. Builds positive working relationships across the business. Shares knowledge and supports colleagues where appropriate. Works collaboratively to achieve shared objectives. Adapts communication style to suit different situations and audiences. Client Focus Delivers a professional and responsive service to clients at all times. Takes ownership of client enquiries and follows them through to completion. Understands the importance of building trust and confidence with clients. Recognises the importance of maintaining the firm's reputation through excellent client service. Operational Excellence Produces accurate, high-quality work with minimal supervision. Prioritises work effectively to meet service standards and deadlines. Consistently follows company procedures and regulatory requirements. Identifies opportunities to improve efficiency and ways of working. Maintains organised and accurate records. Technical & Professional Knowledge Demonstrates sound knowledge of financial planning administration processes. Maintains knowledge of industry developments and regulatory requirements relevant to the role. Uses business systems confidently and accurately. Demonstrates a commitment to continuous professional development. Applies technical knowledge to support positive client outcomes. Company Values and Behaviours Compassionate Takes time to understand the needs of clients and colleagues. Treats others with kindness, respect and professionalism. Supports colleagues and contributes positively to the wider team. Recognises the importance of delivering a positive client experience. Responsible Takes ownership and accountability for their work. Maintains high standards of professionalism, accuracy and confidentiality. Acts with integrity and always works in the best interests of clients and the business. Recognises when support or guidance should be sought. Full JD available
Aug 24, 2026
Full time
Dorking Office Based 9-5 Role Purpose Working closely with Advisers, Paraplanners and colleagues across the business, the role helps ensure client work is completed efficiently, regulatory requirements are met and an exceptional client experience is delivered throughout every stage of the financial planning journey. Career Development Opportunity This role offers an excellent opportunity for an experienced Financial Services Administrator to further develop their technical knowledge and expertise within a Chartered Financial Planning practice. Working alongside experienced Financial Advisers, Paraplanners and colleagues across the business, the successful individual will continue to build their understanding of financial planning, regulatory requirements and client service whilst developing broader operational knowledge within a professional advice environment. Client Administration Prepare client meeting packs and supporting documentation accurately and within agreed timescales. Process new investment, pension and protection business from application through to completion, ensuring all regulatory and compliance requirements are met. Prepare and process client transactions, including fund switches, withdrawals, surrenders and other servicing requests. Maintain accurate and up-to-date client records using the company's CRM and business systems. Ensure all documentation is complete and accurately prepared before submission to the Paraplanning team. Carry out relevant calculations and administrative checks to support the advice process. Maintain high levels of accuracy whilst ensuring agreed service standards are achieved. Adviser Support Provide proactive day-to-day administrative support to Financial Advisers. Manage adviser diaries, meeting arrangements and follow-up actions where required. Liaise with product providers and administration centres to obtain client and policy information. Investigate and resolve adviser and client queries promptly and professionally. Quality & Compliance Ensure all work is completed accurately and in accordance with company procedures and regulatory requirements. Promote high standards of accuracy, professionalism and client care. Maintain awareness of regulatory developments relevant to the role. Escalate risks, errors or concerns appropriately. Knowledge, Skills & Experience Essential Experience working within a Financial Planning, Wealth Management or Independent Financial Adviser (IFA) environment. Strong understanding of financial planning administration processes and client servicing. Excellent organisational skills with the ability to manage multiple priorities and meet deadlines. Exceptional attention to detail and commitment to producing accurate, high-quality work. Strong communication and interpersonal skills, with the ability to build positive working relationships with colleagues, clients and external providers. Good working knowledge of Microsoft Office applications and client relationship management (CRM) systems. Ability to work independently whilst contributing positively to a collaborative team environment. Commitment to delivering excellent client service and maintaining high professional standards. Desirable Minimum two years' experience within a similar Financial Services Administration role. Understanding of St. James's Place systems and processes. Relevant Financial Services qualification (or willingness to work towards a recognised professional qualification). Experience working within a regulated financial services environment. Knowledge of pensions, investments and protection products. Key Competencies for Success in the Role Self-Management Demonstrates professionalism, reliability and accountability. Manages workload effectively and consistently meets agreed deadlines. Maintains high standards of accuracy and attention to detail. Takes ownership of work and learns from experience. Demonstrates resilience and remains organised when managing competing priorities. Communication & Collaboration Communicates clearly, professionally and respectfully with colleagues, clients and external providers. Builds positive working relationships across the business. Shares knowledge and supports colleagues where appropriate. Works collaboratively to achieve shared objectives. Adapts communication style to suit different situations and audiences. Client Focus Delivers a professional and responsive service to clients at all times. Takes ownership of client enquiries and follows them through to completion. Understands the importance of building trust and confidence with clients. Recognises the importance of maintaining the firm's reputation through excellent client service. Operational Excellence Produces accurate, high-quality work with minimal supervision. Prioritises work effectively to meet service standards and deadlines. Consistently follows company procedures and regulatory requirements. Identifies opportunities to improve efficiency and ways of working. Maintains organised and accurate records. Technical & Professional Knowledge Demonstrates sound knowledge of financial planning administration processes. Maintains knowledge of industry developments and regulatory requirements relevant to the role. Uses business systems confidently and accurately. Demonstrates a commitment to continuous professional development. Applies technical knowledge to support positive client outcomes. Company Values and Behaviours Compassionate Takes time to understand the needs of clients and colleagues. Treats others with kindness, respect and professionalism. Supports colleagues and contributes positively to the wider team. Recognises the importance of delivering a positive client experience. Responsible Takes ownership and accountability for their work. Maintains high standards of professionalism, accuracy and confidentiality. Acts with integrity and always works in the best interests of clients and the business. Recognises when support or guidance should be sought. Full JD available
Senior Financial Planning Administrator Leicester Salary: £28,000 - £35,000 Full-Time Permanent Office-Based NJR Recruitment is delighted to be working with a boutique and growing Financial Planning business to recruit an experienced Financial Planning Administrator to join their team based in the Leicester area. This is an excellent opportunity for someone with previous Financial Planning administration experience who is looking for a varied role with exposure to advisers, providers, clients and a wide range of financial planning activities. You'll play a key role in supporting the Advisers and ensuring the smooth running of the firm's day-to-day administration, with the opportunity to develop your technical knowledge and gain further exposure to financial planning. What's on Offer? " Salary of £28,000 - £35,000, depending on experience. " Monday to Friday, 8:00am - 4:00pm. " Office-based role in Leicester. " 3-month probationary period. " 28 days' annual leave including bank holidays. " Additional holiday for each completed year of service, up to 5 additional days. " Workplace pension with 5% employee and 3% employer contributions. " Free gym membership. " Discretionary quarterly team bonus awards. " Bupa Private Medical Insurance following probation. " Employee and client referral scheme. " A varied role with excellent exposure to Financial Planning and Adviser support. " Supportive team environment with opportunities to develop your career. The Role Working as part of the wider support team, you'll provide comprehensive administrative assistance to Financial Advisers, helping to ensure client cases are progressed efficiently and all necessary information is available ahead of client meetings and annual reviews. Key Responsibilities " Answer incoming telephone calls and deal with enquiries professionally. " Liaise with providers and proactively chase outstanding information. " Keep FCA Daybooks and adviser records up to date. " Process Letters of Authority and obtain relevant policy information. " Sort, organise and maintain client documentation following adviser meetings. " Process and review information received from providers. " Produce Defaqto risk reports. " Prepare Financial Express Analytics fund research. " Produce CashCalc cashflow modelling reports. " Prepare documentation for annual client reviews, including: o Portfolio valuations. o Fund information and performance data. o Cashflow reports where required. " Submit new business through the firm's systems. " Complete straightforward online applications and submissions. " Support Advisers with client meeting preparation. " Attend client meetings alongside Advisers where required. " Manage outgoing post and general office administration. " Provide additional administrative support across the business as required. About You The successful candidate will ideally have: " Previous experience within Financial Services administration, ideally within an IFA or Financial Planning environment. " Strong organisational and time management skills. " Excellent attention to detail and accuracy. " Confident written and verbal communication skills. " The ability to manage multiple priorities and meet deadlines. " A professional and client-focused approach. " Good IT skills and confidence learning new systems. " A proactive approach to chasing outstanding information and progressing cases. " The ability to work independently while contributing positively to a team. Experience with systems such as CashCalc, Defaqto and Financial Express Analytics would be advantageous, although training can be provided for the right candidate. If you're an experienced Financial Services Administrator looking for a varied role where you can broaden your technical knowledge and play an important part in supporting Advisers and clients, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16916 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Aug 24, 2026
Full time
Senior Financial Planning Administrator Leicester Salary: £28,000 - £35,000 Full-Time Permanent Office-Based NJR Recruitment is delighted to be working with a boutique and growing Financial Planning business to recruit an experienced Financial Planning Administrator to join their team based in the Leicester area. This is an excellent opportunity for someone with previous Financial Planning administration experience who is looking for a varied role with exposure to advisers, providers, clients and a wide range of financial planning activities. You'll play a key role in supporting the Advisers and ensuring the smooth running of the firm's day-to-day administration, with the opportunity to develop your technical knowledge and gain further exposure to financial planning. What's on Offer? " Salary of £28,000 - £35,000, depending on experience. " Monday to Friday, 8:00am - 4:00pm. " Office-based role in Leicester. " 3-month probationary period. " 28 days' annual leave including bank holidays. " Additional holiday for each completed year of service, up to 5 additional days. " Workplace pension with 5% employee and 3% employer contributions. " Free gym membership. " Discretionary quarterly team bonus awards. " Bupa Private Medical Insurance following probation. " Employee and client referral scheme. " A varied role with excellent exposure to Financial Planning and Adviser support. " Supportive team environment with opportunities to develop your career. The Role Working as part of the wider support team, you'll provide comprehensive administrative assistance to Financial Advisers, helping to ensure client cases are progressed efficiently and all necessary information is available ahead of client meetings and annual reviews. Key Responsibilities " Answer incoming telephone calls and deal with enquiries professionally. " Liaise with providers and proactively chase outstanding information. " Keep FCA Daybooks and adviser records up to date. " Process Letters of Authority and obtain relevant policy information. " Sort, organise and maintain client documentation following adviser meetings. " Process and review information received from providers. " Produce Defaqto risk reports. " Prepare Financial Express Analytics fund research. " Produce CashCalc cashflow modelling reports. " Prepare documentation for annual client reviews, including: o Portfolio valuations. o Fund information and performance data. o Cashflow reports where required. " Submit new business through the firm's systems. " Complete straightforward online applications and submissions. " Support Advisers with client meeting preparation. " Attend client meetings alongside Advisers where required. " Manage outgoing post and general office administration. " Provide additional administrative support across the business as required. About You The successful candidate will ideally have: " Previous experience within Financial Services administration, ideally within an IFA or Financial Planning environment. " Strong organisational and time management skills. " Excellent attention to detail and accuracy. " Confident written and verbal communication skills. " The ability to manage multiple priorities and meet deadlines. " A professional and client-focused approach. " Good IT skills and confidence learning new systems. " A proactive approach to chasing outstanding information and progressing cases. " The ability to work independently while contributing positively to a team. Experience with systems such as CashCalc, Defaqto and Financial Express Analytics would be advantageous, although training can be provided for the right candidate. If you're an experienced Financial Services Administrator looking for a varied role where you can broaden your technical knowledge and play an important part in supporting Advisers and clients, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16916 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Implementation Project Support Administrator The Pensions Implementation Project Support role is to support the Implementation Project Management team in the onboarding of new schemes and managing the process of transitioning the scheme into the "business as usual" ("BAU") administration teams, including the set-up of administration operational functions. Successful implementations are critical for enabling the BAU teams to provide efficient and accurate BAU service at Go-Live dates. The successful candidate will report to the Project Implementation Lead within the Implementations team. The Implementations team is a national team and part of the Client Onboarding and Change function which sits within the Administration service line. The candidate will liaise with various internal key stakeholders, including the Administration, Accounts, Payroll and Systems teams, as well as liaising with the incumbent administrators. This role can be based in our Birmingham, Reading, Manchester, Croydon, Bristol, Leeds, Edinburgh, Glasgow or Belfast office with a hybrid workstyle. What does the role entail? Drafting of data and documentation requests Attendance at team, incumbent and trustee meetings (if applicable) to prepare minutes and take forward actions Drafting of communications to members and all other parties associated with the scheme Set-up of phone line, email in-box, letters Involvement in handover of schemes to Admin BAU team Liaising with incumbent administrators and internal stakeholders What we're looking for Skills & Experience Pensions administration technical and pension scheme legislation knowledge Organisational and communication skills Ability to prioritise competing demands Ideally 2 years+ pensions administration experience Behaviours & Competencies Experience of liaising with clients / Trustees Good communication skills Strong attention to detail What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes. Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits. About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Aug 24, 2026
Full time
Implementation Project Support Administrator The Pensions Implementation Project Support role is to support the Implementation Project Management team in the onboarding of new schemes and managing the process of transitioning the scheme into the "business as usual" ("BAU") administration teams, including the set-up of administration operational functions. Successful implementations are critical for enabling the BAU teams to provide efficient and accurate BAU service at Go-Live dates. The successful candidate will report to the Project Implementation Lead within the Implementations team. The Implementations team is a national team and part of the Client Onboarding and Change function which sits within the Administration service line. The candidate will liaise with various internal key stakeholders, including the Administration, Accounts, Payroll and Systems teams, as well as liaising with the incumbent administrators. This role can be based in our Birmingham, Reading, Manchester, Croydon, Bristol, Leeds, Edinburgh, Glasgow or Belfast office with a hybrid workstyle. What does the role entail? Drafting of data and documentation requests Attendance at team, incumbent and trustee meetings (if applicable) to prepare minutes and take forward actions Drafting of communications to members and all other parties associated with the scheme Set-up of phone line, email in-box, letters Involvement in handover of schemes to Admin BAU team Liaising with incumbent administrators and internal stakeholders What we're looking for Skills & Experience Pensions administration technical and pension scheme legislation knowledge Organisational and communication skills Ability to prioritise competing demands Ideally 2 years+ pensions administration experience Behaviours & Competencies Experience of liaising with clients / Trustees Good communication skills Strong attention to detail What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes. Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits. About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Implementation Project Support Administrator The Pensions Implementation Project Support role is to support the Implementation Project Management team in the onboarding of new schemes and managing the process of transitioning the scheme into the "business as usual" ("BAU") administration teams, including the set-up of administration operational functions. Successful implementations are critical for enabling the BAU teams to provide efficient and accurate BAU service at Go-Live dates. The successful candidate will report to the Project Implementation Lead within the Implementations team. The Implementations team is a national team and part of the Client Onboarding and Change function which sits within the Administration service line. The candidate will liaise with various internal key stakeholders, including the Administration, Accounts, Payroll and Systems teams, as well as liaising with the incumbent administrators. This role can be based in our Birmingham, Reading, Manchester, Croydon, Bristol, Leeds, Edinburgh, Glasgow or Belfast office with a hybrid workstyle. What does the role entail? Drafting of data and documentation requests Attendance at team, incumbent and trustee meetings (if applicable) to prepare minutes and take forward actions Drafting of communications to members and all other parties associated with the scheme Set-up of phone line, email in-box, letters Involvement in handover of schemes to Admin BAU team Liaising with incumbent administrators and internal stakeholders What we're looking for Skills & Experience Pensions administration technical and pension scheme legislation knowledge Organisational and communication skills Ability to prioritise competing demands Ideally 2 years+ pensions administration experience Behaviours & Competencies Experience of liaising with clients / Trustees Good communication skills Strong attention to detail What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes. Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits. About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Aug 24, 2026
Full time
Implementation Project Support Administrator The Pensions Implementation Project Support role is to support the Implementation Project Management team in the onboarding of new schemes and managing the process of transitioning the scheme into the "business as usual" ("BAU") administration teams, including the set-up of administration operational functions. Successful implementations are critical for enabling the BAU teams to provide efficient and accurate BAU service at Go-Live dates. The successful candidate will report to the Project Implementation Lead within the Implementations team. The Implementations team is a national team and part of the Client Onboarding and Change function which sits within the Administration service line. The candidate will liaise with various internal key stakeholders, including the Administration, Accounts, Payroll and Systems teams, as well as liaising with the incumbent administrators. This role can be based in our Birmingham, Reading, Manchester, Croydon, Bristol, Leeds, Edinburgh, Glasgow or Belfast office with a hybrid workstyle. What does the role entail? Drafting of data and documentation requests Attendance at team, incumbent and trustee meetings (if applicable) to prepare minutes and take forward actions Drafting of communications to members and all other parties associated with the scheme Set-up of phone line, email in-box, letters Involvement in handover of schemes to Admin BAU team Liaising with incumbent administrators and internal stakeholders What we're looking for Skills & Experience Pensions administration technical and pension scheme legislation knowledge Organisational and communication skills Ability to prioritise competing demands Ideally 2 years+ pensions administration experience Behaviours & Competencies Experience of liaising with clients / Trustees Good communication skills Strong attention to detail What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes. Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits. About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Role: This is an exciting opportunity to join a progressive and people-focused organisation that places a strong emphasis on employee development, collaboration, and career progression. As the business continues to grow, they are looking to attract a talented individual who is keen to make a meaningful contribution while further developing their own skills and expertise within a supportive environment. Working closely with Financial Planners, you will play an integral role in delivering an exceptional client experience, providing high-quality support across a range of financial planning activities. You will also have the opportunity to mentor and support junior colleagues, share your knowledge and expertise, and help drive the continued success of a dynamic and ambitious team. If you are looking to join a firm that genuinely values its people, encourages professional growth, and offers long-term career opportunities, this could be the perfect next step in your career. The Opportunity As a Senior IFA Administrator, you will be responsible for providing comprehensive administrative support across a broad range of financial planning activities. You'll work on both routine and complex cases, ensuring clients receive a professional, efficient, and compliant service at every stage of their journey. Alongside your technical expertise, you'll act as a mentor and role model within the team, sharing knowledge and helping to maintain the highest standards of client service and operational excellence. Key Responsibilities Preparing client review packs, valuation reports, and performance documentation Processing new business submissions and ensuring all compliance requirements are met Liaising with providers to obtain policy information, valuations, and illustrations Managing client servicing activities, including withdrawals, fund switches, and policy amendments Maintaining accurate and up-to-date client records using the firm's back-office systems Preparing post-review correspondence and keeping clients informed throughout the advice process Supporting Financial Planners with complex investment, pension, protection, and mortgage cases Producing fund switch reports and assisting with research using FE Analytics Coaching and supporting junior administrators to encourage development and best practice The successful candidate will possess: A minimum of 4 years' experience within an IFA/Financial Planning administration role Strong technical knowledge of pensions, investments, protection, and financial planning processes A thorough understanding of FCA regulatory requirements and industry best practice Experience supporting complex and high-value client cases Excellent organisational skills with a meticulous attention to detail Strong communication and relationship-building abilities Proficiency with financial planning back-office systems and Microsoft Office applications
Aug 24, 2026
Full time
Role: This is an exciting opportunity to join a progressive and people-focused organisation that places a strong emphasis on employee development, collaboration, and career progression. As the business continues to grow, they are looking to attract a talented individual who is keen to make a meaningful contribution while further developing their own skills and expertise within a supportive environment. Working closely with Financial Planners, you will play an integral role in delivering an exceptional client experience, providing high-quality support across a range of financial planning activities. You will also have the opportunity to mentor and support junior colleagues, share your knowledge and expertise, and help drive the continued success of a dynamic and ambitious team. If you are looking to join a firm that genuinely values its people, encourages professional growth, and offers long-term career opportunities, this could be the perfect next step in your career. The Opportunity As a Senior IFA Administrator, you will be responsible for providing comprehensive administrative support across a broad range of financial planning activities. You'll work on both routine and complex cases, ensuring clients receive a professional, efficient, and compliant service at every stage of their journey. Alongside your technical expertise, you'll act as a mentor and role model within the team, sharing knowledge and helping to maintain the highest standards of client service and operational excellence. Key Responsibilities Preparing client review packs, valuation reports, and performance documentation Processing new business submissions and ensuring all compliance requirements are met Liaising with providers to obtain policy information, valuations, and illustrations Managing client servicing activities, including withdrawals, fund switches, and policy amendments Maintaining accurate and up-to-date client records using the firm's back-office systems Preparing post-review correspondence and keeping clients informed throughout the advice process Supporting Financial Planners with complex investment, pension, protection, and mortgage cases Producing fund switch reports and assisting with research using FE Analytics Coaching and supporting junior administrators to encourage development and best practice The successful candidate will possess: A minimum of 4 years' experience within an IFA/Financial Planning administration role Strong technical knowledge of pensions, investments, protection, and financial planning processes A thorough understanding of FCA regulatory requirements and industry best practice Experience supporting complex and high-value client cases Excellent organisational skills with a meticulous attention to detail Strong communication and relationship-building abilities Proficiency with financial planning back-office systems and Microsoft Office applications
Mortgage Administrator - Opportunity to Progress into Mortgage Advice Location: Derby - Office Based Contract: Permanent, Employed Salary: Competitive - to be discussed at interview Start Date: October We have an exciting opportunity for an experienced Mortgage Administrator to join our team at Mortgage Advice Bureau in Derby . We are looking for someone to join us on a permanent basis, with a fantastic opportunity to develop their career beyond mortgage administration and progress into mortgage advice. The Role Initially, you will join us as a Mortgage Administrator , supporting the team with the smooth and efficient processing of mortgage business and helping to deliver an excellent experience for our customers. Your responsibilities will include: Providing administrative support throughout the mortgage application process Progressing mortgage cases from application through to completion Liaising with customers, lenders, solicitors and other relevant parties Keeping customers and advisers updated on the progress of applications Ensuring systems and records are kept accurate and up to date Supporting the wider mortgage team with day-to-day administration Helping to ensure customers receive a consistently high standard of service Develop Your Career in Mortgage Advice What makes this opportunity particularly exciting is the potential to progress into a hybrid Mortgage Administrator / Mortgage Adviser role . As you develop within the business, we would like the successful candidate to begin supporting customers with more straightforward mortgage advice, including product transfers and remortgage business . This makes the position ideal for a strong Mortgage Administrator who is ready to take the next step in their career and would like to develop into mortgage broking within a supportive environment. For this reason, we would ideally like to hear from candidates who already hold their CeMAP qualification , or who have a strong interest in progressing into mortgage advice. About You We are looking for someone who: Has previous experience working within mortgage administration Has a good understanding of the mortgage application and completion process Is organised, proactive and comfortable managing a busy workload Has excellent communication and customer service skills Works well as part of a team Is keen to learn, develop and take on greater responsibility Ideally holds CeMAP and has ambitions to progress into mortgage advice Interested? Apply today to find out more about the role and the opportunities available.
Aug 24, 2026
Full time
Mortgage Administrator - Opportunity to Progress into Mortgage Advice Location: Derby - Office Based Contract: Permanent, Employed Salary: Competitive - to be discussed at interview Start Date: October We have an exciting opportunity for an experienced Mortgage Administrator to join our team at Mortgage Advice Bureau in Derby . We are looking for someone to join us on a permanent basis, with a fantastic opportunity to develop their career beyond mortgage administration and progress into mortgage advice. The Role Initially, you will join us as a Mortgage Administrator , supporting the team with the smooth and efficient processing of mortgage business and helping to deliver an excellent experience for our customers. Your responsibilities will include: Providing administrative support throughout the mortgage application process Progressing mortgage cases from application through to completion Liaising with customers, lenders, solicitors and other relevant parties Keeping customers and advisers updated on the progress of applications Ensuring systems and records are kept accurate and up to date Supporting the wider mortgage team with day-to-day administration Helping to ensure customers receive a consistently high standard of service Develop Your Career in Mortgage Advice What makes this opportunity particularly exciting is the potential to progress into a hybrid Mortgage Administrator / Mortgage Adviser role . As you develop within the business, we would like the successful candidate to begin supporting customers with more straightforward mortgage advice, including product transfers and remortgage business . This makes the position ideal for a strong Mortgage Administrator who is ready to take the next step in their career and would like to develop into mortgage broking within a supportive environment. For this reason, we would ideally like to hear from candidates who already hold their CeMAP qualification , or who have a strong interest in progressing into mortgage advice. About You We are looking for someone who: Has previous experience working within mortgage administration Has a good understanding of the mortgage application and completion process Is organised, proactive and comfortable managing a busy workload Has excellent communication and customer service skills Works well as part of a team Is keen to learn, develop and take on greater responsibility Ideally holds CeMAP and has ambitions to progress into mortgage advice Interested? Apply today to find out more about the role and the opportunities available.
Client Support Location: Hybrid Working (3 days office / 2 days home following probation) Salary: £28,000 - £35,000 per annum (dependent on experience) Hours: Full-time, 37.5 hours per week About the Role We are seeking a highly organised and client-focused Client Support Admin to join a growing financial services team. This is a pivotal role responsible for delivering exceptional service to high-net-worth clients while supporting Financial Planners and ensuring the smooth processing of new and existing business. The successful candidate will act as a primary point of contact for clients, managing relationships, resolving queries, coordinating administrative processes, and ensuring all work is completed accurately, efficiently, and in line with regulatory and compliance requirements. This role would suit an experienced financial services administrator or client support professional who thrives in a fast-paced environment and is passionate about delivering outstanding client experiences. Key Responsibilities Client Relationship Management Build and maintain strong relationships with clients, providing a consistently high level of service. Act as a main point of contact for clients, handling enquiries professionally and efficiently. Identify opportunities to enhance the client experience and contribute to continuous service improvement. Resolve client queries independently, escalating to Financial Planners where appropriate. Business Processing & Administration Process new business applications accurately and efficiently, ensuring all compliance requirements are met. Liaise with Financial Planners and internal teams to resolve any compliance or documentation issues. Manage policy alterations including surrenders, switches and withdrawals in line with regulatory requirements. Check policy documentation for accuracy and issue to clients in accordance with company procedures. Obtain and validate policy information from product providers, following up on any missing details. Prepare accurate client valuations and investigate any discrepancies identified. Systems & Record Management Maintain accurate and up-to-date client records on the back-office system. Record all client communications, servicing activities, policy information and business submissions. Ensure diary management systems are maintained and updated accordingly. Work with system providers to investigate and resolve back-office system issues. Skills & Experience Previous experience within a financial services, wealth management, independent financial advisory (IFA) or similar environment. Strong client relationship and customer service skills. Excellent organisational skills and attention to detail. Ability to manage multiple priorities and work to deadlines. Strong written and verbal communication skills. Proficiency in Microsoft Office applications and CRM/back-office systems. Benefits Competitive salary of £28,000 - £35,000 (dependent on experience) Discretionary annual bonus scheme Pension scheme with employer contributions matched up to 5% Life Assurance (£100,000 cover) Group Permanent Health Insurance (75% salary cover after qualifying period) 25 days annual leave plus bank holidays, increasing with length of service up to 30 days Hybrid working arrangement following successful completion of probation Study support and study leave Salary increases linked to professional exam achievements
Aug 24, 2026
Full time
Client Support Location: Hybrid Working (3 days office / 2 days home following probation) Salary: £28,000 - £35,000 per annum (dependent on experience) Hours: Full-time, 37.5 hours per week About the Role We are seeking a highly organised and client-focused Client Support Admin to join a growing financial services team. This is a pivotal role responsible for delivering exceptional service to high-net-worth clients while supporting Financial Planners and ensuring the smooth processing of new and existing business. The successful candidate will act as a primary point of contact for clients, managing relationships, resolving queries, coordinating administrative processes, and ensuring all work is completed accurately, efficiently, and in line with regulatory and compliance requirements. This role would suit an experienced financial services administrator or client support professional who thrives in a fast-paced environment and is passionate about delivering outstanding client experiences. Key Responsibilities Client Relationship Management Build and maintain strong relationships with clients, providing a consistently high level of service. Act as a main point of contact for clients, handling enquiries professionally and efficiently. Identify opportunities to enhance the client experience and contribute to continuous service improvement. Resolve client queries independently, escalating to Financial Planners where appropriate. Business Processing & Administration Process new business applications accurately and efficiently, ensuring all compliance requirements are met. Liaise with Financial Planners and internal teams to resolve any compliance or documentation issues. Manage policy alterations including surrenders, switches and withdrawals in line with regulatory requirements. Check policy documentation for accuracy and issue to clients in accordance with company procedures. Obtain and validate policy information from product providers, following up on any missing details. Prepare accurate client valuations and investigate any discrepancies identified. Systems & Record Management Maintain accurate and up-to-date client records on the back-office system. Record all client communications, servicing activities, policy information and business submissions. Ensure diary management systems are maintained and updated accordingly. Work with system providers to investigate and resolve back-office system issues. Skills & Experience Previous experience within a financial services, wealth management, independent financial advisory (IFA) or similar environment. Strong client relationship and customer service skills. Excellent organisational skills and attention to detail. Ability to manage multiple priorities and work to deadlines. Strong written and verbal communication skills. Proficiency in Microsoft Office applications and CRM/back-office systems. Benefits Competitive salary of £28,000 - £35,000 (dependent on experience) Discretionary annual bonus scheme Pension scheme with employer contributions matched up to 5% Life Assurance (£100,000 cover) Group Permanent Health Insurance (75% salary cover after qualifying period) 25 days annual leave plus bank holidays, increasing with length of service up to 30 days Hybrid working arrangement following successful completion of probation Study support and study leave Salary increases linked to professional exam achievements
Our client is a well established medium sized IFA business based in Horsham and they are currently looking for a Technology Trainer to join the team This role is working within the Technology department assisting the IFA's using Intelligent Office and Dynamic Planner. The role The Adviser Technology Officer supports financial advisory firms within the group by delivering technology assistance, data analysis, and software training to ensure effective use of systems and high-quality client outcomes. The role combines technical support, system implementation, training delivery, and contribution to ongoing system improvements, while maintaining strong compliance standards and a focus on adviser and client needs. This is a great role for someone who has trained people in FS and has good knowledge of Intelligent Office/Dynamic Planner Would suit maybe an experienced IFA Administrator or Paraplanner looking for a change Base to £40000 plus benefits and bonus For more details call Jason at Astral
Aug 24, 2026
Full time
Our client is a well established medium sized IFA business based in Horsham and they are currently looking for a Technology Trainer to join the team This role is working within the Technology department assisting the IFA's using Intelligent Office and Dynamic Planner. The role The Adviser Technology Officer supports financial advisory firms within the group by delivering technology assistance, data analysis, and software training to ensure effective use of systems and high-quality client outcomes. The role combines technical support, system implementation, training delivery, and contribution to ongoing system improvements, while maintaining strong compliance standards and a focus on adviser and client needs. This is a great role for someone who has trained people in FS and has good knowledge of Intelligent Office/Dynamic Planner Would suit maybe an experienced IFA Administrator or Paraplanner looking for a change Base to £40000 plus benefits and bonus For more details call Jason at Astral
Start Your Next HR Career Chapter with GXO Are you passionate about delivering an exceptional employee experience and ready to take the next step in your HR career? Whether you're an experienced HR Administrator looking to broaden your expertise or an aspiring HR Advisor eager for greater responsibility, this could be the perfect opportunity for you. At GXO , we're looking for a People Services Specialist to join our central People Services team based at our Northampton Head Office . Working in a hybrid environment , you'll enjoy the flexibility of splitting your time between home and the office while supporting colleagues through every stage of the employee journey. In this varied and rewarding role, you'll play a key part in delivering a first-class People Services experience, managing activities across the full employee lifecycle including onboarding, position management, employee changes, case management and leaver processes. Working closely with Senior Specialists and stakeholders across the business, you'll provide expert guidance, resolve queries and help ensure our people processes are efficient, compliant and employee-focused. If you thrive in a fast-paced environment, enjoy building relationships and are passionate about providing outstanding HR support, we'd love to hear from you. Pay, benefits and more: We're looking to offer a salary of up to £26,000 per annum. In addition, we offer and 25 days annual leave (plus bank holidays). Your benefits package includes, a company sponsored pension scheme, a 24/7 online GP service, life assurance and a fully comprehensive employee assistance programme. You'll also have access to our MyBenefits platform offering a variety of high street discounts, a cycle to work scheme, cashback cards, a saving scheme and much more! What you'll do on a typical day: Manage HR service tickets efficiently, ensuring requests are processed accurately, tracked effectively and resolved within agreed timescales. Maintain and validate employee, position and organisational data across HR systems, ensuring accuracy, compliance and data integrity. Create, amend and manage positions within Oracle, SuccessFactors and associated databases, including data cleansing and integrity reviews. Produce compliance audits, reporting and governance documentation, supporting continuous improvement and adherence to data management standards. Partner with HR teams, People Services colleagues and project stakeholders to deliver accurate, compliant and efficient HR administration and position management processes. What you need to succeed at GXO: Experience within a shared services environment, ideally supporting a large, complex organisation. Strong knowledge of employment law, GDPR, HR systems (preferably SuccessFactors and ServiceNow), with a commitment to accuracy, confidentiality and compliance. Excellent communication, customer service and stakeholder management skills, with the ability to build relationships and deliver effective solutions. Proven ability to prioritise workloads, make sound decisions, solve problems and work effectively in a fast-paced environment with changing priorities. CIPD qualified (ideally degree educated) with a proactive, collaborative and resilient approach, demonstrating accountability, initiative and a passion for continuous improvement. We engineer faster, smarter, leaner supply chains. GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work. GXO is an equal opportunity employer. We celebrate, support and thrive on diversity and are committed to creating an inclusive environment for all employees. We believe that diversity and inclusion in our business is critical to our success as a global company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. We are an Armed Forces friendly organisation and Disability Confident Leader as part of the Disability Confident Scheme (GIS) and actively welcome applications from people with disabilities. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement
Aug 24, 2026
Full time
Start Your Next HR Career Chapter with GXO Are you passionate about delivering an exceptional employee experience and ready to take the next step in your HR career? Whether you're an experienced HR Administrator looking to broaden your expertise or an aspiring HR Advisor eager for greater responsibility, this could be the perfect opportunity for you. At GXO , we're looking for a People Services Specialist to join our central People Services team based at our Northampton Head Office . Working in a hybrid environment , you'll enjoy the flexibility of splitting your time between home and the office while supporting colleagues through every stage of the employee journey. In this varied and rewarding role, you'll play a key part in delivering a first-class People Services experience, managing activities across the full employee lifecycle including onboarding, position management, employee changes, case management and leaver processes. Working closely with Senior Specialists and stakeholders across the business, you'll provide expert guidance, resolve queries and help ensure our people processes are efficient, compliant and employee-focused. If you thrive in a fast-paced environment, enjoy building relationships and are passionate about providing outstanding HR support, we'd love to hear from you. Pay, benefits and more: We're looking to offer a salary of up to £26,000 per annum. In addition, we offer and 25 days annual leave (plus bank holidays). Your benefits package includes, a company sponsored pension scheme, a 24/7 online GP service, life assurance and a fully comprehensive employee assistance programme. You'll also have access to our MyBenefits platform offering a variety of high street discounts, a cycle to work scheme, cashback cards, a saving scheme and much more! What you'll do on a typical day: Manage HR service tickets efficiently, ensuring requests are processed accurately, tracked effectively and resolved within agreed timescales. Maintain and validate employee, position and organisational data across HR systems, ensuring accuracy, compliance and data integrity. Create, amend and manage positions within Oracle, SuccessFactors and associated databases, including data cleansing and integrity reviews. Produce compliance audits, reporting and governance documentation, supporting continuous improvement and adherence to data management standards. Partner with HR teams, People Services colleagues and project stakeholders to deliver accurate, compliant and efficient HR administration and position management processes. What you need to succeed at GXO: Experience within a shared services environment, ideally supporting a large, complex organisation. Strong knowledge of employment law, GDPR, HR systems (preferably SuccessFactors and ServiceNow), with a commitment to accuracy, confidentiality and compliance. Excellent communication, customer service and stakeholder management skills, with the ability to build relationships and deliver effective solutions. Proven ability to prioritise workloads, make sound decisions, solve problems and work effectively in a fast-paced environment with changing priorities. CIPD qualified (ideally degree educated) with a proactive, collaborative and resilient approach, demonstrating accountability, initiative and a passion for continuous improvement. We engineer faster, smarter, leaner supply chains. GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work. GXO is an equal opportunity employer. We celebrate, support and thrive on diversity and are committed to creating an inclusive environment for all employees. We believe that diversity and inclusion in our business is critical to our success as a global company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. We are an Armed Forces friendly organisation and Disability Confident Leader as part of the Disability Confident Scheme (GIS) and actively welcome applications from people with disabilities. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement
