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investment administrator reconciliations
NG Bailey
Commercial Administrator - 12 Month FTC
NG Bailey Wakefield, Yorkshire
Commercial Administrator Location: Wakefield (Hybrid Working)Contract Term: 12-Month Fixed Term ContractCompetitive Salary + Flexible Benefits Freedom's Network Services team have a fantastic opportunity for a Commercial Administrator to join our delivery team in Wakefield on a 12-month fixed term contract. This hybrid role supports the EHV Substation Installation and EHV Overhead Lines projects, working closely with Project Managers and the Operations Director to ensure smooth commercial operations across multiple contracts. You'll play a key role in managing financial processes, supporting procurement activities, and maintaining accurate records to help deliver high-quality infrastructure projects. Some of the key deliverables in this role will include: Creating and managing new projects within Freedom's financial system. Budget management and monthly cost value reconciliations (CVRs). Preparing and presenting monthly applications to clients. Supporting the commercial and financial month-end position. Raising purchase orders and managing procurement for long-lead items. Assisting with general administrative duties and internal/external communications. Supporting the Freedom Works Management System and other IT platforms. Post-audit of commercially completed works. Engaging with delivery team managers on subcontractor and franchisee management. What we're looking for: We're looking for a detail-oriented and proactive individual with strong commercial and administrative skills. Ideally, you'll have: Understanding of the CIS scheme and Reverse Charge VAT (desirable). Strong character and ability to work well within a team. Good IT literacy and numeracy skills. Previous experience in finance administration (e.g. payroll, accounts payable, credit control, finance assistant) or purchasing/procurement. Experience dealing with high volumes of invoicing. Familiarity with work management systems and purchase order processing. Benefits: We're always evolving our benefits to ensure we're attracting and retaining great people. Some of what you can expect includes: Salary sacrifice car scheme (Hybrid/Electric Vehicle) Pension with a leading provider and up to 8% employer contribution Personal Wellbeing and Volunteer Days Private Medical Insurance Free 24/7 365 Employee Assistance Program to support mental health and well-being (including counselling sessions and legal advice) Flexible benefits to suit from Dental Insurance, Gym Memberships, Give As You Earn, Travel Insurance, Tax Free Bikes Personal development programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us : Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. You will be working as part of a team where we are committed to creating a culture where we treat each other fairly and with respect, recognising everyone as an individual. Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.
Sep 01, 2025
Full time
Commercial Administrator Location: Wakefield (Hybrid Working)Contract Term: 12-Month Fixed Term ContractCompetitive Salary + Flexible Benefits Freedom's Network Services team have a fantastic opportunity for a Commercial Administrator to join our delivery team in Wakefield on a 12-month fixed term contract. This hybrid role supports the EHV Substation Installation and EHV Overhead Lines projects, working closely with Project Managers and the Operations Director to ensure smooth commercial operations across multiple contracts. You'll play a key role in managing financial processes, supporting procurement activities, and maintaining accurate records to help deliver high-quality infrastructure projects. Some of the key deliverables in this role will include: Creating and managing new projects within Freedom's financial system. Budget management and monthly cost value reconciliations (CVRs). Preparing and presenting monthly applications to clients. Supporting the commercial and financial month-end position. Raising purchase orders and managing procurement for long-lead items. Assisting with general administrative duties and internal/external communications. Supporting the Freedom Works Management System and other IT platforms. Post-audit of commercially completed works. Engaging with delivery team managers on subcontractor and franchisee management. What we're looking for: We're looking for a detail-oriented and proactive individual with strong commercial and administrative skills. Ideally, you'll have: Understanding of the CIS scheme and Reverse Charge VAT (desirable). Strong character and ability to work well within a team. Good IT literacy and numeracy skills. Previous experience in finance administration (e.g. payroll, accounts payable, credit control, finance assistant) or purchasing/procurement. Experience dealing with high volumes of invoicing. Familiarity with work management systems and purchase order processing. Benefits: We're always evolving our benefits to ensure we're attracting and retaining great people. Some of what you can expect includes: Salary sacrifice car scheme (Hybrid/Electric Vehicle) Pension with a leading provider and up to 8% employer contribution Personal Wellbeing and Volunteer Days Private Medical Insurance Free 24/7 365 Employee Assistance Program to support mental health and well-being (including counselling sessions and legal advice) Flexible benefits to suit from Dental Insurance, Gym Memberships, Give As You Earn, Travel Insurance, Tax Free Bikes Personal development programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us : Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. You will be working as part of a team where we are committed to creating a culture where we treat each other fairly and with respect, recognising everyone as an individual. Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.
IFA Administrator
Finlink Ltd Bristol, Somerset
IFA Administrator Bristol Office based Up to £28k This role is ideal for an administrator with experience in financial services who is looking to join a well-established, professional, and supportive firm. You'll be part of a business that helps clients achieve their financial goals and live life to the fullest. With excellent benefits from day one, a clear structure, and a collaborative team culture, this role offers stability and long-term growth. The Business The firm is a Chartered financial planning practice with a strong reputation for client care. Their services include financial planning, wealth management, and investment support, and they are known for combining technical expertise with a truly personal approach. They put clients' ambitions at the centre of everything they do, offering holistic planning across retirement, tax, wealth protection, and family needs. Client feedback reflects the quality of service: the vast majority would recommend the firm and say they feel well supported in achieving their goals. You'll be joining a business that values integrity, professionalism, and team spirit, with a focus on doing the right thing for clients every time. The Role As a Client Services Administrator, you'll be supporting financial planners, paraplanners, and investment managers. A typical day will include: Acting as the first point of contact for client enquiries Preparing reports, portfolio valuations, and correspondence Maintaining accurate client records and updating systems Supporting onboarding processes and documentation requirements Handling daily office tasks including post, invoices, and reconciliations Peer checking team outputs and assisting with ad-hoc projects This is a full-time, office-based role, Monday to Friday, 9:00 a.m. - 5:30 p.m. (with one hour for lunch). Flexibility may occasionally be needed to meet client needs. The Benefits Salary up to £28k 25 days annual leave bank holidays (Rising 1 with each years' service up to 30) Birthday off Pension scheme Group life cover Group income protection Private medical insurance Health care plan Cycle to work scheme 1 day a year of charity work How to Apply Click apply now to send your CV. The application process is simple, and shortlisted candidates will be contacted for interview. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Sep 01, 2025
Full time
IFA Administrator Bristol Office based Up to £28k This role is ideal for an administrator with experience in financial services who is looking to join a well-established, professional, and supportive firm. You'll be part of a business that helps clients achieve their financial goals and live life to the fullest. With excellent benefits from day one, a clear structure, and a collaborative team culture, this role offers stability and long-term growth. The Business The firm is a Chartered financial planning practice with a strong reputation for client care. Their services include financial planning, wealth management, and investment support, and they are known for combining technical expertise with a truly personal approach. They put clients' ambitions at the centre of everything they do, offering holistic planning across retirement, tax, wealth protection, and family needs. Client feedback reflects the quality of service: the vast majority would recommend the firm and say they feel well supported in achieving their goals. You'll be joining a business that values integrity, professionalism, and team spirit, with a focus on doing the right thing for clients every time. The Role As a Client Services Administrator, you'll be supporting financial planners, paraplanners, and investment managers. A typical day will include: Acting as the first point of contact for client enquiries Preparing reports, portfolio valuations, and correspondence Maintaining accurate client records and updating systems Supporting onboarding processes and documentation requirements Handling daily office tasks including post, invoices, and reconciliations Peer checking team outputs and assisting with ad-hoc projects This is a full-time, office-based role, Monday to Friday, 9:00 a.m. - 5:30 p.m. (with one hour for lunch). Flexibility may occasionally be needed to meet client needs. The Benefits Salary up to £28k 25 days annual leave bank holidays (Rising 1 with each years' service up to 30) Birthday off Pension scheme Group life cover Group income protection Private medical insurance Health care plan Cycle to work scheme 1 day a year of charity work How to Apply Click apply now to send your CV. The application process is simple, and shortlisted candidates will be contacted for interview. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

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