Temporary Student Administrator job based in Halifax. Your new company This Student Administrator job has been made available in Halifax, from September to December. The school has a very dedicated workforce that focusses on the educational outcomes of all students and aims to create a learning community that is both supportive and safe in an environment of mutual respect. Your new role This school is currently looking for a full-time Student Administrator to start as soon as possible. Your time in this role will include: Dealing with student queries, including printing off timetables Dealing with parental queries Managing the phone line Updating records Supporting attendance General admin duties What you'll need to succeed The ideal candidate would have: Strong IT Skills Respect for safeguarding and confidentiality A strong ability to communicate well Use your own initiative Ability to remain calm under pressure Maintain attention to detail and be organised, motivated and punctual. We will need to be able to obtain references to cover the last 2 years as a minimum and you will need to be willing to undergo an Enhanced DBS check if you don't already have a DBS on the update service. What you'll get in return As well as receiving a competitive rate of pay, this is an excellent opportunity to gain experience in an outstanding school. When you register with Hays, you will be allocated a dedicated consultant who will be on hand to offer career advice and guide you through the registration process. Once you have completed this particular assignment, we will then be in a position to place you in further schools. By registering with Hays Education, you will also be eligible for our Refer a Friend Scheme, where you could receive £250 in vouchers T&Cs apply. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Sep 11, 2025
Seasonal
Temporary Student Administrator job based in Halifax. Your new company This Student Administrator job has been made available in Halifax, from September to December. The school has a very dedicated workforce that focusses on the educational outcomes of all students and aims to create a learning community that is both supportive and safe in an environment of mutual respect. Your new role This school is currently looking for a full-time Student Administrator to start as soon as possible. Your time in this role will include: Dealing with student queries, including printing off timetables Dealing with parental queries Managing the phone line Updating records Supporting attendance General admin duties What you'll need to succeed The ideal candidate would have: Strong IT Skills Respect for safeguarding and confidentiality A strong ability to communicate well Use your own initiative Ability to remain calm under pressure Maintain attention to detail and be organised, motivated and punctual. We will need to be able to obtain references to cover the last 2 years as a minimum and you will need to be willing to undergo an Enhanced DBS check if you don't already have a DBS on the update service. What you'll get in return As well as receiving a competitive rate of pay, this is an excellent opportunity to gain experience in an outstanding school. When you register with Hays, you will be allocated a dedicated consultant who will be on hand to offer career advice and guide you through the registration process. Once you have completed this particular assignment, we will then be in a position to place you in further schools. By registering with Hays Education, you will also be eligible for our Refer a Friend Scheme, where you could receive £250 in vouchers T&Cs apply. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
IFA Administrator Location: Liverpool Contract: Permanent, Full-Time Salary: 28,000 - 30,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established Financial Advisory firm in Liverpool for an IFA Administrator to join the team on a permanent basis. The postholder will provide a wide range of support to the advisors within the firm including direct support to advisors and high-level data input. Key Responsibilities Provide day-to-day administrative support to advisers and paraplanners. Manage client correspondence, including letters, emails, and telephone queries. Prepare and process new business applications and policy documentation. Maintain client records and update internal systems accurately. Liaise with product providers to obtain policy information, valuations, and updates. Assist with compliance checks and ensure regulatory requirements are met. Support the preparation of client review packs and reports. Candidate Criteria Previous experience in an IFA, wealth management or financial services environment Experience of preparing client documentation on behalf of Financial Advisors Strong administrative and organisational skills with excellent attention to detail Great communication skills with the ability to work well on own initiative as well as part of a team If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.
Sep 10, 2025
Full time
IFA Administrator Location: Liverpool Contract: Permanent, Full-Time Salary: 28,000 - 30,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established Financial Advisory firm in Liverpool for an IFA Administrator to join the team on a permanent basis. The postholder will provide a wide range of support to the advisors within the firm including direct support to advisors and high-level data input. Key Responsibilities Provide day-to-day administrative support to advisers and paraplanners. Manage client correspondence, including letters, emails, and telephone queries. Prepare and process new business applications and policy documentation. Maintain client records and update internal systems accurately. Liaise with product providers to obtain policy information, valuations, and updates. Assist with compliance checks and ensure regulatory requirements are met. Support the preparation of client review packs and reports. Candidate Criteria Previous experience in an IFA, wealth management or financial services environment Experience of preparing client documentation on behalf of Financial Advisors Strong administrative and organisational skills with excellent attention to detail Great communication skills with the ability to work well on own initiative as well as part of a team If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.
We are working with a well-established financial planning firm that is looking to appoint an experienced IFA Administrator. This is an excellent opportunity to join a professional yet down-to-earth team where you'll be supporting advisers and paraplanners, ensuring clients receive the highest levels of service. The role will suit someone with financial services administration experience, ideally within an IFA, wealth management, or financial planning environment, who is looking to continue building their career in this sector. Key Responsibilities: Provide comprehensive administrative support to a team of financial advisers and paraplanners Prepare, process, and monitor new business applications across pensions, investments, and protection products Handle letters of authority and liaise with providers to obtain policy information Maintain accurate and up-to-date client records on back-office systems (e.g. Intelligent Office or similar) Prepare client review packs, reports, and supporting documentation for meetings Act as a point of contact for client queries, delivering excellent service at all times Ensure all work is compliant with FCA regulations and company policies Assist with general office administration and contribute to team efficiency Key Skills & Experience Previous experience in an IFA, financial planning, or wealth management administration role is essential Knowledge of pensions, investments, and protection products is highly desirable Strong organisational skills with excellent attention to detail Confident communicator, both written and verbal, with clients, providers, and colleagues Competent IT user, ideally with experience using Intelligent Office (or other financial planning back-office systems) Able to prioritise workload and work to deadlines in a busy environment Progress towards financial planning qualifications (e.g. Diploma in Regulated Financial Planning, CII exams) would be advantageous but is not essential Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities. If you would like this job advertisement in an alternative format, please contact MERJE directly.
Sep 10, 2025
Full time
We are working with a well-established financial planning firm that is looking to appoint an experienced IFA Administrator. This is an excellent opportunity to join a professional yet down-to-earth team where you'll be supporting advisers and paraplanners, ensuring clients receive the highest levels of service. The role will suit someone with financial services administration experience, ideally within an IFA, wealth management, or financial planning environment, who is looking to continue building their career in this sector. Key Responsibilities: Provide comprehensive administrative support to a team of financial advisers and paraplanners Prepare, process, and monitor new business applications across pensions, investments, and protection products Handle letters of authority and liaise with providers to obtain policy information Maintain accurate and up-to-date client records on back-office systems (e.g. Intelligent Office or similar) Prepare client review packs, reports, and supporting documentation for meetings Act as a point of contact for client queries, delivering excellent service at all times Ensure all work is compliant with FCA regulations and company policies Assist with general office administration and contribute to team efficiency Key Skills & Experience Previous experience in an IFA, financial planning, or wealth management administration role is essential Knowledge of pensions, investments, and protection products is highly desirable Strong organisational skills with excellent attention to detail Confident communicator, both written and verbal, with clients, providers, and colleagues Competent IT user, ideally with experience using Intelligent Office (or other financial planning back-office systems) Able to prioritise workload and work to deadlines in a busy environment Progress towards financial planning qualifications (e.g. Diploma in Regulated Financial Planning, CII exams) would be advantageous but is not essential Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities. If you would like this job advertisement in an alternative format, please contact MERJE directly.
Job Role: Junior Paraplanner Industry: Financial Services Location: Harrogate Salary: £36,000 (DOE) Job Reference: 9898 Are you an experienced administrator or Junior Paraplanner looking for the next step up in your career? RecruitUK are working in partnership with a growing forward-thinking financial services company based in Bristol. We're looking for a motivated and detail-oriented professional to join their dynamic team. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions. You'll play an important role in supporting the paraplanners and advisers, assisting with research and the preparation of suitability reports. From drafting and checking client documentation to helping with cash flow modelling and product comparisons, you'll ensure information is accurate, compliant, and delivered on time. Along the way, you'll gain hands-on experience of the full paraplanning process, with clear opportunities to develop your technical knowledge and progress your career. Responsibilities include Develop your ability to produce compliant reports and recommendations, with guidance from senior paraplanners. Build experience in researching client portfolios, asset allocation, and investment products. Take ownership of gathering valuations, quotations, and preparing application documentation. Learn to apply compliance requirements and internal policies to everyday tasks. Manage your workload effectively, keeping your line manager informed of progress. Commit to ongoing study and recording your professional development. Contribute to wider team tasks and responsibilities as needed. Apply Consumer Duty principles in all aspects of your work. What we're looking for Experience working as an IFA/ Wealth Management Administrator Knowledge of the Financial Services industry Proficient in databases and relevant software Must have progress towards the Level 4 Diploma in Financial Planning Exposure to elements of Paraplanning in a previous role is desired Benefits Offering a salary of up to £36,000 Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! This is an opportunity to progress your career and blossom into a highly skilled paraplanner. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working on a Junior Paraplanner role in Harrogate. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Sep 10, 2025
Full time
Job Role: Junior Paraplanner Industry: Financial Services Location: Harrogate Salary: £36,000 (DOE) Job Reference: 9898 Are you an experienced administrator or Junior Paraplanner looking for the next step up in your career? RecruitUK are working in partnership with a growing forward-thinking financial services company based in Bristol. We're looking for a motivated and detail-oriented professional to join their dynamic team. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions. You'll play an important role in supporting the paraplanners and advisers, assisting with research and the preparation of suitability reports. From drafting and checking client documentation to helping with cash flow modelling and product comparisons, you'll ensure information is accurate, compliant, and delivered on time. Along the way, you'll gain hands-on experience of the full paraplanning process, with clear opportunities to develop your technical knowledge and progress your career. Responsibilities include Develop your ability to produce compliant reports and recommendations, with guidance from senior paraplanners. Build experience in researching client portfolios, asset allocation, and investment products. Take ownership of gathering valuations, quotations, and preparing application documentation. Learn to apply compliance requirements and internal policies to everyday tasks. Manage your workload effectively, keeping your line manager informed of progress. Commit to ongoing study and recording your professional development. Contribute to wider team tasks and responsibilities as needed. Apply Consumer Duty principles in all aspects of your work. What we're looking for Experience working as an IFA/ Wealth Management Administrator Knowledge of the Financial Services industry Proficient in databases and relevant software Must have progress towards the Level 4 Diploma in Financial Planning Exposure to elements of Paraplanning in a previous role is desired Benefits Offering a salary of up to £36,000 Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! This is an opportunity to progress your career and blossom into a highly skilled paraplanner. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working on a Junior Paraplanner role in Harrogate. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Taylor James Professional Recruitment
Warrington, Cheshire
Our client, a prestigious firm of financial planners in Warrington are looking to appoint a Trainee Paraplanner. Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge. Subject to the individuals level of experience/capabilities, duties and responsibilities may include: Working closely alongside the Advisers and senior Paraplanners Attending client meetings Preparing basic suitability reports Research & analysis of financial products to meet client requirements Preparing recommendations & implementing client recommendations Administrative duties The Person: IFA administration experience (essential) Working towards L4 diploma (desirable) Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products In return this opportunity offers a very competitive basic salary along with an extensive benefits package To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn
Sep 10, 2025
Full time
Our client, a prestigious firm of financial planners in Warrington are looking to appoint a Trainee Paraplanner. Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge. Subject to the individuals level of experience/capabilities, duties and responsibilities may include: Working closely alongside the Advisers and senior Paraplanners Attending client meetings Preparing basic suitability reports Research & analysis of financial products to meet client requirements Preparing recommendations & implementing client recommendations Administrative duties The Person: IFA administration experience (essential) Working towards L4 diploma (desirable) Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products In return this opportunity offers a very competitive basic salary along with an extensive benefits package To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn
Taylor James Professional Recruitment
Manchester, Lancashire
Our Manchester based award winning client are exclusively working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client's financial situation The candidate: IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) knowledge of provider platforms Highly organised What's on offer: Starting basic salary of up to £33,000 bonus Home working 25 days holiday Full study support inclusive of training courses Structured career progression DIS Please contact submit the latest version of your CV to be considered for this opportunity.
Sep 10, 2025
Full time
Our Manchester based award winning client are exclusively working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client's financial situation The candidate: IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) knowledge of provider platforms Highly organised What's on offer: Starting basic salary of up to £33,000 bonus Home working 25 days holiday Full study support inclusive of training courses Structured career progression DIS Please contact submit the latest version of your CV to be considered for this opportunity.
Financial Administrator Vacancy Boutique IFA firm SW London offices with hybrid working £35k basic salary plus benefits package 12 months of experience needed My client is a boutique wealth planning business with offices in South West London who have been operating for many years with significant financial backing. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators from the creatives industries. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of 10 staff with 3 advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. However, they have other businesses bolted on who offer different services. A vacancy has come available for a Financial Administrator with 16 - 12 months of experience in financial planning or similar who can administer all the necessary client services and back-office administration from start to finish. You will report into an Team Leader/Manager, and you will work in a team of 4 other administrators. You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £35k basic salary plus a comprehensive study support package and benefits. The role can progress into paraplanning or a more senior administrator/team leader. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 10, 2025
Full time
Financial Administrator Vacancy Boutique IFA firm SW London offices with hybrid working £35k basic salary plus benefits package 12 months of experience needed My client is a boutique wealth planning business with offices in South West London who have been operating for many years with significant financial backing. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators from the creatives industries. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of 10 staff with 3 advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. However, they have other businesses bolted on who offer different services. A vacancy has come available for a Financial Administrator with 16 - 12 months of experience in financial planning or similar who can administer all the necessary client services and back-office administration from start to finish. You will report into an Team Leader/Manager, and you will work in a team of 4 other administrators. You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £35k basic salary plus a comprehensive study support package and benefits. The role can progress into paraplanning or a more senior administrator/team leader. If this role sounds of interest or any other roles I am working on please get in touch.
This is a great opportunity to join this growing financial planning firm as an administrator. The primary function of the role will be working with the Financial Planner and ensuring that clients receive a high level of service. You will be providing vital administrative and technical support to the financial advisors. Key responsibilities Maintain and organise the client files Implementing recommendations and solutions including complete proposals, paperwork, applications Act as point of contact and deal with queries Prepare client valuations, cash repots, fund comparison reports Attend client review meetings with the Financial Planner General office administration duties Essential skills: • Able to multi-task, priotise and plan own workload without direct supervision • Good eye for detail and accuracy • Interpersonal Skills and a good team player • Knowledge of financial services products and industry awareness What's in it for me? A competitive salary, benefits and flexible working is on offer.
Sep 10, 2025
Full time
This is a great opportunity to join this growing financial planning firm as an administrator. The primary function of the role will be working with the Financial Planner and ensuring that clients receive a high level of service. You will be providing vital administrative and technical support to the financial advisors. Key responsibilities Maintain and organise the client files Implementing recommendations and solutions including complete proposals, paperwork, applications Act as point of contact and deal with queries Prepare client valuations, cash repots, fund comparison reports Attend client review meetings with the Financial Planner General office administration duties Essential skills: • Able to multi-task, priotise and plan own workload without direct supervision • Good eye for detail and accuracy • Interpersonal Skills and a good team player • Knowledge of financial services products and industry awareness What's in it for me? A competitive salary, benefits and flexible working is on offer.
Client Services Associate - Financial Planning Location: Knutsford Salary: up to £30k Full-Time Permanent NJR Recruitment is delighted to be representing a successful and growing financial planning business that is looking to expand its Client Services team . This is a fantastic opportunity to join a highly respected firm that prides itself on delivering excellent client outcomes while offering its employees professional development and career progression. The Role As a Client Services Associate , you will be a key part of the team, supporting advisers and paraplanners to ensure clients receive the highest level of service. You'll be responsible for processing new business, maintaining accurate records, liaising with providers, and preparing client files for reviews. This is a varied and client-focused role where attention to detail and strong organisational skills are essential. What's on Offer Competitive salary (DOE) 25 days holiday 4x salary Death in Service benefit Employer pension contributions Flexible working arrangements Study support for industry qualifications Supportive, collaborative, and professional team environment Key Responsibilities Provide administrative support within the IFA Client Services team Act on adviser and paraplanner instructions following client meetings Process new business and ensure compliance standards are met Prepare client valuations, reports, and invoices for reviews Obtain product illustrations and information from providers Liaise directly with clients and providers to resolve queries and gather outstanding documentation Maintain accurate client records using the back-office system Support team efficiency by managing workloads and assisting with ad-hoc projects What We're Looking For At least 2 years' experience in a financial planning / IFA administration role Strong understanding of pensions, investments, and protection products Proficiency with platforms, wraps, and back-office systems (e.g., Intelligent Office) Highly organised with strong attention to detail Excellent communication skills, both written and verbal Ability to manage multiple priorities and work within defined processes Proficiency in MS Excel, Word, and Outlook Apply Now If you are a detail-driven and proactive administrator with experience in financial services, this is an excellent opportunity to take the next step in your career. Apply today NJR16041
Sep 10, 2025
Full time
Client Services Associate - Financial Planning Location: Knutsford Salary: up to £30k Full-Time Permanent NJR Recruitment is delighted to be representing a successful and growing financial planning business that is looking to expand its Client Services team . This is a fantastic opportunity to join a highly respected firm that prides itself on delivering excellent client outcomes while offering its employees professional development and career progression. The Role As a Client Services Associate , you will be a key part of the team, supporting advisers and paraplanners to ensure clients receive the highest level of service. You'll be responsible for processing new business, maintaining accurate records, liaising with providers, and preparing client files for reviews. This is a varied and client-focused role where attention to detail and strong organisational skills are essential. What's on Offer Competitive salary (DOE) 25 days holiday 4x salary Death in Service benefit Employer pension contributions Flexible working arrangements Study support for industry qualifications Supportive, collaborative, and professional team environment Key Responsibilities Provide administrative support within the IFA Client Services team Act on adviser and paraplanner instructions following client meetings Process new business and ensure compliance standards are met Prepare client valuations, reports, and invoices for reviews Obtain product illustrations and information from providers Liaise directly with clients and providers to resolve queries and gather outstanding documentation Maintain accurate client records using the back-office system Support team efficiency by managing workloads and assisting with ad-hoc projects What We're Looking For At least 2 years' experience in a financial planning / IFA administration role Strong understanding of pensions, investments, and protection products Proficiency with platforms, wraps, and back-office systems (e.g., Intelligent Office) Highly organised with strong attention to detail Excellent communication skills, both written and verbal Ability to manage multiple priorities and work within defined processes Proficiency in MS Excel, Word, and Outlook Apply Now If you are a detail-driven and proactive administrator with experience in financial services, this is an excellent opportunity to take the next step in your career. Apply today NJR16041
ADMINISTRATOR - Employee Benefits, Group Life & Group Pensions LOCATION : Manchester SALARY: , Depending on Experience Ranked in the top 50 Financial Advisers, our client is an Award-Winning Firm of Independent Financial Advisers. With an established reputation for dealing in all areas of Financial Planning, our client is now looking to recruit an additional Administrator to join their Practice in Central Manchester. Forming part of the Employee Benefits Team the successful Candidate will be responsible for providing first class Administration Support to the department where you will work together with a team of Financial Advisers and Paraplanners. Providing Corporate Clients with a positive and professional experience, the successful Candidate will offer a highly technical support service in which you will be responsible for; " Process new business for Auto Enrolment, GPP's and Risk Schemes " Inputting all new business into the Back Office System - Intelliflow " Dealing with any leavers / joiners to Schemes " Dealing with any Claims on Risk & Pension Schemes " Sending Letters of Authority to Insurance Providers " Request member data for Scheme Renewals " Collate member data and request quotes " Checking and issuing Policy documents " Drafting of reports for Scheme Advisors " Answering incoming calls and liaising with Clients / Providers / Third Parties " Dealing with all incoming and outgoing post Candidates applying for the role will ideally come from an IFA Practice, however this is not essential. Those from a PMI provider may be considered too. You must be an excellent communicator, have a strong ability to work as part of a team, and will be extremely well presented. REF: NJR16036
Sep 10, 2025
Full time
ADMINISTRATOR - Employee Benefits, Group Life & Group Pensions LOCATION : Manchester SALARY: , Depending on Experience Ranked in the top 50 Financial Advisers, our client is an Award-Winning Firm of Independent Financial Advisers. With an established reputation for dealing in all areas of Financial Planning, our client is now looking to recruit an additional Administrator to join their Practice in Central Manchester. Forming part of the Employee Benefits Team the successful Candidate will be responsible for providing first class Administration Support to the department where you will work together with a team of Financial Advisers and Paraplanners. Providing Corporate Clients with a positive and professional experience, the successful Candidate will offer a highly technical support service in which you will be responsible for; " Process new business for Auto Enrolment, GPP's and Risk Schemes " Inputting all new business into the Back Office System - Intelliflow " Dealing with any leavers / joiners to Schemes " Dealing with any Claims on Risk & Pension Schemes " Sending Letters of Authority to Insurance Providers " Request member data for Scheme Renewals " Collate member data and request quotes " Checking and issuing Policy documents " Drafting of reports for Scheme Advisors " Answering incoming calls and liaising with Clients / Providers / Third Parties " Dealing with all incoming and outgoing post Candidates applying for the role will ideally come from an IFA Practice, however this is not essential. Those from a PMI provider may be considered too. You must be an excellent communicator, have a strong ability to work as part of a team, and will be extremely well presented. REF: NJR16036
Up to £35,000 (pro rata), Benefits Are you an experienced IFA Administrator looking for a flexible part-time opportunity? We are working with a well-regarded financial planning firm in London who are looking to expand their support team with a professional and proactive administrator. This is a great opportunity for a detail-focused individual seeking work-life balance within a supportive and professional environment. The Role As part of the admin team, you'll provide key support to advisers, helping deliver excellent service to clients. Responsibilities include: Processing new business applications across pensions, investments, and protection. Preparing valuations, review packs, and meeting documentation. Maintaining accurate client records and updating internal systems. Liaising with providers and clients to obtain information and progress cases. Supporting advisers with technical administration, with scope to grow into report writing. About You Previous experience in an IFA, wealth management, or financial planning firm (essential). Good knowledge of pensions, investments, and financial products. Highly organised with excellent attention to detail. Client-focused, professional, and proactive. Ambition to develop technical skills and progress would be an advantage. What's on Offer Salary up to £35,000 (DOE, pro rata). Supportive team culture with training and progression opportunities. This is a fantastic chance for a career-minded administrator who values flexibility alongside professional growth. Contact Sam at Financial Divisions.
Sep 10, 2025
Full time
Up to £35,000 (pro rata), Benefits Are you an experienced IFA Administrator looking for a flexible part-time opportunity? We are working with a well-regarded financial planning firm in London who are looking to expand their support team with a professional and proactive administrator. This is a great opportunity for a detail-focused individual seeking work-life balance within a supportive and professional environment. The Role As part of the admin team, you'll provide key support to advisers, helping deliver excellent service to clients. Responsibilities include: Processing new business applications across pensions, investments, and protection. Preparing valuations, review packs, and meeting documentation. Maintaining accurate client records and updating internal systems. Liaising with providers and clients to obtain information and progress cases. Supporting advisers with technical administration, with scope to grow into report writing. About You Previous experience in an IFA, wealth management, or financial planning firm (essential). Good knowledge of pensions, investments, and financial products. Highly organised with excellent attention to detail. Client-focused, professional, and proactive. Ambition to develop technical skills and progress would be an advantage. What's on Offer Salary up to £35,000 (DOE, pro rata). Supportive team culture with training and progression opportunities. This is a fantastic chance for a career-minded administrator who values flexibility alongside professional growth. Contact Sam at Financial Divisions.
We are working with , a respected London-based Independent Financial Adviser, who are seeking an IFA Administrator to join their centralised administration team. This is a fantastic opportunity for an organised, detail-driven individual looking to progress their career in financial services. The Role You'll provide high-quality admin support to advisers and clients, ensuring records are accurate and processes run smoothly. Key duties include: Maintaining up-to-date client records and data entry. Submitting applications, processing fund switches and LOAs. Liaising with product providers, clients, and colleagues. Preparing review packs and supporting adviser meetings. Managing the client review process and handling queries. Over time, you'll take on more technical cases and develop your skills further. About You 1-2 years' experience in financial administration. Knowledge of pensions, investments, and the advice process. Strong IT, organisational, and communication skills. Detail-focused, proactive, and eager to progress your career. What's on Offer Salary up to £32,000 (DOE). Hybrid working (London office). Career progression, company benefits, and a supportive, sociable environment. If you're a motivated administrator with ambitions in financial services, we'd love to hear from you. Contact Sam at Financial Divisions.
Sep 10, 2025
Full time
We are working with , a respected London-based Independent Financial Adviser, who are seeking an IFA Administrator to join their centralised administration team. This is a fantastic opportunity for an organised, detail-driven individual looking to progress their career in financial services. The Role You'll provide high-quality admin support to advisers and clients, ensuring records are accurate and processes run smoothly. Key duties include: Maintaining up-to-date client records and data entry. Submitting applications, processing fund switches and LOAs. Liaising with product providers, clients, and colleagues. Preparing review packs and supporting adviser meetings. Managing the client review process and handling queries. Over time, you'll take on more technical cases and develop your skills further. About You 1-2 years' experience in financial administration. Knowledge of pensions, investments, and the advice process. Strong IT, organisational, and communication skills. Detail-focused, proactive, and eager to progress your career. What's on Offer Salary up to £32,000 (DOE). Hybrid working (London office). Career progression, company benefits, and a supportive, sociable environment. If you're a motivated administrator with ambitions in financial services, we'd love to hear from you. Contact Sam at Financial Divisions.
IFA Administrator Location: Surrey Salary: £25,000 - £35,000 DOE Job Type: Permanent Full-time Job Description A well-established and growing financial planning firm in Surrey is looking for a proactive and detail-oriented IFA Administrator to join their team. This is a fantastic opportunity for someone with a passion for financial services and a desire to grow within the industry. You'll be supporting a team of experienced advisers and paraplanners, handling a range of administrative tasks to ensure smooth client service delivery. The firm has a strong track record of developing talent internally, with clear pathways into paraplanning and advisory roles for those looking to progress. Key Responsibilities Preparing and processing client documentation and reports Managing client records and updating CRM systems Liaising with providers and clients regarding policy information Supporting advisers and paraplanners with day-to-day admin tasks Ensuring compliance and regulatory standards are met What We're Looking For Previous experience in financial services administration (IFA experience preferred) Level 4 in Financial Planning (or part-qualified) Strong organisational and communication skills Attention to detail and ability to manage multiple tasks A proactive attitude and willingness to learn Desire to progress within financial services Why Join? Salary: £25,000 - £35,000 depending on experience 25 days holiday bank holidays Standard pension scheme Support for qualifications and exams Clear progression pathway - potential to move into paraplanning and advisory roles Friendly, non-corporate environment with a strong development culture Apply today to join a forward-thinking financial planning firm that invests in its people and offers genuine career progression.
Sep 10, 2025
Full time
IFA Administrator Location: Surrey Salary: £25,000 - £35,000 DOE Job Type: Permanent Full-time Job Description A well-established and growing financial planning firm in Surrey is looking for a proactive and detail-oriented IFA Administrator to join their team. This is a fantastic opportunity for someone with a passion for financial services and a desire to grow within the industry. You'll be supporting a team of experienced advisers and paraplanners, handling a range of administrative tasks to ensure smooth client service delivery. The firm has a strong track record of developing talent internally, with clear pathways into paraplanning and advisory roles for those looking to progress. Key Responsibilities Preparing and processing client documentation and reports Managing client records and updating CRM systems Liaising with providers and clients regarding policy information Supporting advisers and paraplanners with day-to-day admin tasks Ensuring compliance and regulatory standards are met What We're Looking For Previous experience in financial services administration (IFA experience preferred) Level 4 in Financial Planning (or part-qualified) Strong organisational and communication skills Attention to detail and ability to manage multiple tasks A proactive attitude and willingness to learn Desire to progress within financial services Why Join? Salary: £25,000 - £35,000 depending on experience 25 days holiday bank holidays Standard pension scheme Support for qualifications and exams Clear progression pathway - potential to move into paraplanning and advisory roles Friendly, non-corporate environment with a strong development culture Apply today to join a forward-thinking financial planning firm that invests in its people and offers genuine career progression.
Job Title: Paraplanner Location: Midlands Salary: Up to £38,000 (depending on experience) About the Role We are seeking an experienced Paraplanner to join our team, working closely with our Financial Planners to provide a compliant, high-quality service to our clients. The ideal candidate will bring professionalism, efficiency, and a strong understanding of financial planning to ensure client objectives are met effectively. Key Responsibilities Work with Financial Planners to discuss client objectives and assist Financial Services Administrators in obtaining necessary information to compile comprehensive suitability reports. Identify planning opportunities and assist in sourcing solutions tailored to client needs, including preparation of tax calculations where required. Ensure all client information is collected in line with 'know your client' principles and company policy. Confirm compliance documentation is accurate and complete at the time of presenting suitability reports. Prepare suitability reports and recommendations for Financial Planner approval, including all client-facing documentation. Ensure client declarations and authorisations are in place before any transactions occur. Conduct fund research and analysis using FE Analytics, Selectapension, Conquest, and other software to produce detailed reports for clients and reviews. Maintain up-to-date suitability report templates, due diligence research on funds, providers, and platforms, and monthly cumulative return tables. Knowledge & Experience Minimum 2 years' experience in a Paraplanning role at an IFA firm. Experience across a variety of financial products with a strong understanding of the full financial planning process. Qualifications: DipPFS or equivalent Level 4 qualification. Excellent client communication and relationship management skills. Strong team working, planning, and prioritisation abilities. Proficient in using IT software systems. High standards of honesty, integrity, dependability, and personal commitment. Ability to work independently to achieve agreed outcomes. Adaptable, enthusiastic, and committed to delivering quality service. The Package Salary: Up to £38,000 depending on experience Pension: Employer contribution of 3% with salary sacrifice for employee contributions Annual Leave: 23 days plus Bank Holidays, increasing by 1 day every 2 years of service (up to 25 days) Additional Benefits: Group life cover (x4 salary), income protection, company sick pay, Employee Assistance Programme, financial wellbeing support
Sep 09, 2025
Full time
Job Title: Paraplanner Location: Midlands Salary: Up to £38,000 (depending on experience) About the Role We are seeking an experienced Paraplanner to join our team, working closely with our Financial Planners to provide a compliant, high-quality service to our clients. The ideal candidate will bring professionalism, efficiency, and a strong understanding of financial planning to ensure client objectives are met effectively. Key Responsibilities Work with Financial Planners to discuss client objectives and assist Financial Services Administrators in obtaining necessary information to compile comprehensive suitability reports. Identify planning opportunities and assist in sourcing solutions tailored to client needs, including preparation of tax calculations where required. Ensure all client information is collected in line with 'know your client' principles and company policy. Confirm compliance documentation is accurate and complete at the time of presenting suitability reports. Prepare suitability reports and recommendations for Financial Planner approval, including all client-facing documentation. Ensure client declarations and authorisations are in place before any transactions occur. Conduct fund research and analysis using FE Analytics, Selectapension, Conquest, and other software to produce detailed reports for clients and reviews. Maintain up-to-date suitability report templates, due diligence research on funds, providers, and platforms, and monthly cumulative return tables. Knowledge & Experience Minimum 2 years' experience in a Paraplanning role at an IFA firm. Experience across a variety of financial products with a strong understanding of the full financial planning process. Qualifications: DipPFS or equivalent Level 4 qualification. Excellent client communication and relationship management skills. Strong team working, planning, and prioritisation abilities. Proficient in using IT software systems. High standards of honesty, integrity, dependability, and personal commitment. Ability to work independently to achieve agreed outcomes. Adaptable, enthusiastic, and committed to delivering quality service. The Package Salary: Up to £38,000 depending on experience Pension: Employer contribution of 3% with salary sacrifice for employee contributions Annual Leave: 23 days plus Bank Holidays, increasing by 1 day every 2 years of service (up to 25 days) Additional Benefits: Group life cover (x4 salary), income protection, company sick pay, Employee Assistance Programme, financial wellbeing support
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Sep 09, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Job Title: Asbestos Consultant Location: Leeds, West Yorkshire Salary/Benefits: 25k - 42k + Training & Benefits Our client is seeking a qualified Asbestos Consultant in the Yorkshire region, to cover commercial and domestic sites. The role is within a well-known Environmental outfit, who have a national presence and busy client portfolio. The company is UKAS accredited and are able to provide excellent further training, and the opportunity to gain further modules. It would be beneficial to have good access to the M1 and / or M62 for easier travel to client sites. Salaries on offer are competitive and benefits include: company vehicle, mobile phone, pension and overtime opportunities. We can consider candidates in the following locations: Leeds, Batley, Morley, Garforth, Rothwell, Normanton, Wakefield, Dewsbury, Mirfield, Brighouse, Halifax, Huddersfield, Keighley, Horsforth, Wetherby, Harrogate, Knaresborough, Barnsley, Selby, Doncaster, Mexborough, Rotherham, Sheffield, Maltby, Castleford, Dronfield, Worksop, Retford, Chesterfield, Holmfirth. Experience / Qualifications: - Proven experience as an Asbestos Consultant within a UKAS accredited company - Qualified with the BOHS P402 or RSPH equivalent as a minimum - Strong communication skills - Proficient in using a PDA to complete reports - Fully conversant in HSG 264 guidelines - Hardworking attitude The Role: - Undertaking management, refurbishment and demolition asbestos surveys - Working across a range of commercial, domestic and local authority premises - Safely collecting ACM samples from sites - Writing detailed survey reports, with site-specific drawings - Meeting clients to make technical recommendations - Working in accordance with compliance guidelines - Meeting / exceeding personal targets - Building strong rapport with clients Alternative job titles: Asbestos Surveyor / Analyst, Asbestos Inspector, Asbestos Surveyor, Asbestos Analyst, Asbestos Site Analyst, Environmental Consultant. Future Select are the leading market supplier for recruitment in the Asbestos industry; we work with the best clients and candidates and supply the majority of permanent jobs in the asbestos market. We have a large dedicated team, with over 25 years combined industry experience within Asbestos recruitment specifically geared to dealing with Asbestos Surveyors/Analysts/Lab Technicians, Administrators, Project/Regional /Technical/Quality/Training/Sales Managers through to Director Level for both Consultancy & Removal. We have intrinsic knowledge of the market place, as well as respecting candidates/clients confidentiality in this close knit market sector. We are also interested in anyone with p401/p402/p403/p404/p404 or s301 CCP. We are inundated with applications, we will endeavour to get back in touch, however if you have applied to Future Select and you have not heard from us after a week, on this occasion, you will not have been successful. Your details will be saved on our system and you will be contacted in the future if a vacancy matches your skills. Future Select Copyright 2025
Sep 09, 2025
Full time
Job Title: Asbestos Consultant Location: Leeds, West Yorkshire Salary/Benefits: 25k - 42k + Training & Benefits Our client is seeking a qualified Asbestos Consultant in the Yorkshire region, to cover commercial and domestic sites. The role is within a well-known Environmental outfit, who have a national presence and busy client portfolio. The company is UKAS accredited and are able to provide excellent further training, and the opportunity to gain further modules. It would be beneficial to have good access to the M1 and / or M62 for easier travel to client sites. Salaries on offer are competitive and benefits include: company vehicle, mobile phone, pension and overtime opportunities. We can consider candidates in the following locations: Leeds, Batley, Morley, Garforth, Rothwell, Normanton, Wakefield, Dewsbury, Mirfield, Brighouse, Halifax, Huddersfield, Keighley, Horsforth, Wetherby, Harrogate, Knaresborough, Barnsley, Selby, Doncaster, Mexborough, Rotherham, Sheffield, Maltby, Castleford, Dronfield, Worksop, Retford, Chesterfield, Holmfirth. Experience / Qualifications: - Proven experience as an Asbestos Consultant within a UKAS accredited company - Qualified with the BOHS P402 or RSPH equivalent as a minimum - Strong communication skills - Proficient in using a PDA to complete reports - Fully conversant in HSG 264 guidelines - Hardworking attitude The Role: - Undertaking management, refurbishment and demolition asbestos surveys - Working across a range of commercial, domestic and local authority premises - Safely collecting ACM samples from sites - Writing detailed survey reports, with site-specific drawings - Meeting clients to make technical recommendations - Working in accordance with compliance guidelines - Meeting / exceeding personal targets - Building strong rapport with clients Alternative job titles: Asbestos Surveyor / Analyst, Asbestos Inspector, Asbestos Surveyor, Asbestos Analyst, Asbestos Site Analyst, Environmental Consultant. Future Select are the leading market supplier for recruitment in the Asbestos industry; we work with the best clients and candidates and supply the majority of permanent jobs in the asbestos market. We have a large dedicated team, with over 25 years combined industry experience within Asbestos recruitment specifically geared to dealing with Asbestos Surveyors/Analysts/Lab Technicians, Administrators, Project/Regional /Technical/Quality/Training/Sales Managers through to Director Level for both Consultancy & Removal. We have intrinsic knowledge of the market place, as well as respecting candidates/clients confidentiality in this close knit market sector. We are also interested in anyone with p401/p402/p403/p404/p404 or s301 CCP. We are inundated with applications, we will endeavour to get back in touch, however if you have applied to Future Select and you have not heard from us after a week, on this occasion, you will not have been successful. Your details will be saved on our system and you will be contacted in the future if a vacancy matches your skills. Future Select Copyright 2025
Are you a Financial Services Client Services Administrator looking to pursue a new opportunity? A leading and successful client is looking to bring on an IFA Administrator to provide client-facing, administrative support within the business. This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression. They are technologically forward-thinking and have a strong history of promoting from within. Benefits: Either full time or 5x shorter days Office based for first 6months, then hybrid (3days in the office) Competitive salary - Up to 35,000 Pension contribution Competitive productivity bonus, in which all team members are included Group Death in Service Private Medical Insurance Increasing annually with service, up to 27 days, plus bank holidays To be considered for this adviser support opportunity: Previous experience in a Financial Services Administration role Excellent communication, interpersonal and organisational skills Experience using IT Systems and Software, including platform/provider websites and portals Apply today to be considered for this Financial Planning Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. Client Support, Technical Support, Adviser Assistant, Financial Planning Admin
Sep 09, 2025
Full time
Are you a Financial Services Client Services Administrator looking to pursue a new opportunity? A leading and successful client is looking to bring on an IFA Administrator to provide client-facing, administrative support within the business. This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression. They are technologically forward-thinking and have a strong history of promoting from within. Benefits: Either full time or 5x shorter days Office based for first 6months, then hybrid (3days in the office) Competitive salary - Up to 35,000 Pension contribution Competitive productivity bonus, in which all team members are included Group Death in Service Private Medical Insurance Increasing annually with service, up to 27 days, plus bank holidays To be considered for this adviser support opportunity: Previous experience in a Financial Services Administration role Excellent communication, interpersonal and organisational skills Experience using IT Systems and Software, including platform/provider websites and portals Apply today to be considered for this Financial Planning Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. Client Support, Technical Support, Adviser Assistant, Financial Planning Admin
Accounts Receivable Administrator Fully onsite in Halifax, West Yorkshire Manufacturing industry Salary up to 27,000 p.a. Benefits include free onsite parking, profit share scheme and staff discounts Simpson Judge are seeking a proactive and enthusiastic Credit Control Administrator, to support our client's Accounts Receivable function with a variety of transactional finance and administrative tasks. As a key member of the team, you will report directly into and work closely with the Credit Control Manager to support both the AR function and wider Finance departments. Key Responsibilities will include: Managing transactional activities within sales ledger Investigating customer queries and ensuring they are monitored, reviewed, and resolved in a timely manner Setting up new customer accounts Chasing customers for payments Reconciling intercompany balances between the companies Assisting with daily banking and allocating customer receipts Skills, Knowledge, and Personal Attributes: Minimum of 3 year's accounts and administration knowledge Experience on SAP would be an added advantage Disciplined and organised with the ability to work to tight deadlines Microsoft Office skills (Outlook & Excel including VLOOKUPs, Pivot Tables) Excellent interpersonal skills and capable of building effective relationships Positive and committed approach to continuous improvements An enthusiastic and motivated team player This is an excellent opportunity to join a cohesive and collaborative team, as part of a well established and very highly regarded local manufacturing business
Sep 09, 2025
Full time
Accounts Receivable Administrator Fully onsite in Halifax, West Yorkshire Manufacturing industry Salary up to 27,000 p.a. Benefits include free onsite parking, profit share scheme and staff discounts Simpson Judge are seeking a proactive and enthusiastic Credit Control Administrator, to support our client's Accounts Receivable function with a variety of transactional finance and administrative tasks. As a key member of the team, you will report directly into and work closely with the Credit Control Manager to support both the AR function and wider Finance departments. Key Responsibilities will include: Managing transactional activities within sales ledger Investigating customer queries and ensuring they are monitored, reviewed, and resolved in a timely manner Setting up new customer accounts Chasing customers for payments Reconciling intercompany balances between the companies Assisting with daily banking and allocating customer receipts Skills, Knowledge, and Personal Attributes: Minimum of 3 year's accounts and administration knowledge Experience on SAP would be an added advantage Disciplined and organised with the ability to work to tight deadlines Microsoft Office skills (Outlook & Excel including VLOOKUPs, Pivot Tables) Excellent interpersonal skills and capable of building effective relationships Positive and committed approach to continuous improvements An enthusiastic and motivated team player This is an excellent opportunity to join a cohesive and collaborative team, as part of a well established and very highly regarded local manufacturing business
Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes. Benefits: Salary: Up to 35,000 (DOE) 31 Days Holiday (Inclusive of Bank Holidays) Holiday entitlement increases with length of service. Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Hybrid: 2 days at home / 3 days in office Monday to Friday - 08:30 to 17:00 Location: Warwick Role & Responsibilities: Process new business (investments, pensions, protection, mortgages) Run risk profiles, fund switch reports, and valuations Prepare review packs, reports, and compliance documents Liaise with advisers, providers, and clients to keep cases on track Handle fund switches, withdrawals, and client instructions Maintain accurate client data and records Support colleagues with training and coaching where needed Required Skills & Experience: Minimum 5 years' IFA administration experience Strong pensions, investments, and protection knowledge Excellent organisational skills with attention to detail Confident communicator with strong client service focus Able to manage deadlines, multi-task, and work independently Compliance awareness, with solid platform and product knowledge Apply now to take the next step in your financial services career!
Sep 09, 2025
Full time
Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes. Benefits: Salary: Up to 35,000 (DOE) 31 Days Holiday (Inclusive of Bank Holidays) Holiday entitlement increases with length of service. Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Hybrid: 2 days at home / 3 days in office Monday to Friday - 08:30 to 17:00 Location: Warwick Role & Responsibilities: Process new business (investments, pensions, protection, mortgages) Run risk profiles, fund switch reports, and valuations Prepare review packs, reports, and compliance documents Liaise with advisers, providers, and clients to keep cases on track Handle fund switches, withdrawals, and client instructions Maintain accurate client data and records Support colleagues with training and coaching where needed Required Skills & Experience: Minimum 5 years' IFA administration experience Strong pensions, investments, and protection knowledge Excellent organisational skills with attention to detail Confident communicator with strong client service focus Able to manage deadlines, multi-task, and work independently Compliance awareness, with solid platform and product knowledge Apply now to take the next step in your financial services career!
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.
Sep 09, 2025
Full time
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.
