Recruit4staff are representing a well-established manufacturing business in their search for a Production Planner to work in Wrexham Job Details: Pay: £30,000 - £34,000 Hours of Work: Monday - Thursday, 8 AM - 4:30 PM, Friday 8 AM - 3:30 PM Duration: Permanent Benefits: 25 days holiday + Bank Holidays Job Role: As a Production Planner, you will be responsible for planning and coordinating production activities to ensure on-time supply. You ll support with weekly and monthly production meetings with key stakeholders to align on scheduling. Proactive stock monitoring, reporting shortages, and adhering to GMP requirements are all key to this position. Essential Skills, Experience, or Qualifications: Previous experience in a Production Planner role, particularly focused on batch manufacturing Experience working with planning systems Advantageous Skills, Experience, or Qualifications Familiarity with Lean Manufacturing principles Commutable From: Wrexham, Oswestry, Chester, Ruthin, Welshpool, Shrewsbury Similar Job Titles: Production Planner, Manufacturing Coordinator, Operations Scheduler, Production Scheduler, Planning Assistant, Planning Administrator For further information about this and other positions please apply now. This vacancy is being advertised on behalf of Recruit4staff who are operating as a recruitment agency, agent, agencies, employment agency or employment business.
Sep 06, 2025
Full time
Recruit4staff are representing a well-established manufacturing business in their search for a Production Planner to work in Wrexham Job Details: Pay: £30,000 - £34,000 Hours of Work: Monday - Thursday, 8 AM - 4:30 PM, Friday 8 AM - 3:30 PM Duration: Permanent Benefits: 25 days holiday + Bank Holidays Job Role: As a Production Planner, you will be responsible for planning and coordinating production activities to ensure on-time supply. You ll support with weekly and monthly production meetings with key stakeholders to align on scheduling. Proactive stock monitoring, reporting shortages, and adhering to GMP requirements are all key to this position. Essential Skills, Experience, or Qualifications: Previous experience in a Production Planner role, particularly focused on batch manufacturing Experience working with planning systems Advantageous Skills, Experience, or Qualifications Familiarity with Lean Manufacturing principles Commutable From: Wrexham, Oswestry, Chester, Ruthin, Welshpool, Shrewsbury Similar Job Titles: Production Planner, Manufacturing Coordinator, Operations Scheduler, Production Scheduler, Planning Assistant, Planning Administrator For further information about this and other positions please apply now. This vacancy is being advertised on behalf of Recruit4staff who are operating as a recruitment agency, agent, agencies, employment agency or employment business.
Administrator / Planner Location: Nottingham Contract: Ongoing We're looking for a proactive and detail-oriented Administrator / Planner to join our team in Nottingham. This is an exciting opportunity for someone who thrives in a fast-paced environment and is passionate about organisation, communication, and coordination. In this role, you'll play a key part in ensuring appointments, visits, and project completions are scheduled and tracked efficiently. You'll liaise with internal teams and external clients to keep all stakeholders updated and aligned - using both email and telephone communication daily. Key Responsibilities Coordinate and monitor appointments, site visits, and completion deadlines Regularly review and update schedules to ensure timely delivery of services Communicate with clients and internal teams to provide updates and resolve scheduling conflicts Maintain accurate records and documentation related to planning activities Use planning software tools (e.g. Microsoft Project) to support project tracking What We're Looking For Minimum 2 years of experience in a similar administrative or planning role Proficient in Microsoft Office and planning tools (e.g. Microsoft Project) Strong organisational, analytical, and communication skills High attention to detail and ability to manage multiple tasks simultaneously Understanding of building regulations is a plus, but not essential What We Offer Competitive salary and benefits package A supportive, team-oriented work environment Clear opportunities for career progression as the company grows Immediate interviews available for suitable candidates If you're an experienced Administrator or Planner seeking a role where you can make a real impact and grow professionally, we'd love to hear from you.
Sep 05, 2025
Seasonal
Administrator / Planner Location: Nottingham Contract: Ongoing We're looking for a proactive and detail-oriented Administrator / Planner to join our team in Nottingham. This is an exciting opportunity for someone who thrives in a fast-paced environment and is passionate about organisation, communication, and coordination. In this role, you'll play a key part in ensuring appointments, visits, and project completions are scheduled and tracked efficiently. You'll liaise with internal teams and external clients to keep all stakeholders updated and aligned - using both email and telephone communication daily. Key Responsibilities Coordinate and monitor appointments, site visits, and completion deadlines Regularly review and update schedules to ensure timely delivery of services Communicate with clients and internal teams to provide updates and resolve scheduling conflicts Maintain accurate records and documentation related to planning activities Use planning software tools (e.g. Microsoft Project) to support project tracking What We're Looking For Minimum 2 years of experience in a similar administrative or planning role Proficient in Microsoft Office and planning tools (e.g. Microsoft Project) Strong organisational, analytical, and communication skills High attention to detail and ability to manage multiple tasks simultaneously Understanding of building regulations is a plus, but not essential What We Offer Competitive salary and benefits package A supportive, team-oriented work environment Clear opportunities for career progression as the company grows Immediate interviews available for suitable candidates If you're an experienced Administrator or Planner seeking a role where you can make a real impact and grow professionally, we'd love to hear from you.
Administrator - Wealth Management Excellent benefits package (see below for full details) Hybrid working, based partly from home and partly from our Salisbury office. We are Succession Wealth , from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 800 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Co-ordinating the Planners diaries and the arranging of client meetings. Using a variety of investment platforms and IT systems to administer the wealth management process. Ensuring all data entry is completed accurately and within specified timelines. Taking ownership and accountability for administration including ensuring the maintenance of correct client records. To be successful in the role you will need: A minimum of 2 years experience in a fast-paced Administration role Good literacy and numeracy skills with a high degree of accuracy Excellent interpersonal and organisational skills Working knowledge of Microsoft Word and Excel packages essential Desirable NVQ Level 3 in Business Administration The ability to demonstrate behaviours in line with Succession's Visions and Values: Client Focus, Long term and Sustainable, Integrity, efficiency, nimble and Teamwork What you can expect from us A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. _Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work._ _In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice._ Job Types: Full-time, Permanent Pay: Up to £28,000.00 per year Benefits: Additional leave Company events Company pension Employee discount Enhanced maternity leave Enhanced paternity leave Flexitime Referral programme Sick pay Work from home Experience: Financial Services Administration: 1 year (required) Work Location: Hybrid remote in Salisbury SP1 2BP
Sep 05, 2025
Full time
Administrator - Wealth Management Excellent benefits package (see below for full details) Hybrid working, based partly from home and partly from our Salisbury office. We are Succession Wealth , from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 800 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Co-ordinating the Planners diaries and the arranging of client meetings. Using a variety of investment platforms and IT systems to administer the wealth management process. Ensuring all data entry is completed accurately and within specified timelines. Taking ownership and accountability for administration including ensuring the maintenance of correct client records. To be successful in the role you will need: A minimum of 2 years experience in a fast-paced Administration role Good literacy and numeracy skills with a high degree of accuracy Excellent interpersonal and organisational skills Working knowledge of Microsoft Word and Excel packages essential Desirable NVQ Level 3 in Business Administration The ability to demonstrate behaviours in line with Succession's Visions and Values: Client Focus, Long term and Sustainable, Integrity, efficiency, nimble and Teamwork What you can expect from us A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. _Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work._ _In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice._ Job Types: Full-time, Permanent Pay: Up to £28,000.00 per year Benefits: Additional leave Company events Company pension Employee discount Enhanced maternity leave Enhanced paternity leave Flexitime Referral programme Sick pay Work from home Experience: Financial Services Administration: 1 year (required) Work Location: Hybrid remote in Salisbury SP1 2BP
Chartered Wealth Practice - IFA Administrator role My client is a Chartered IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their office in Chester. You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience with Pension benefits, Holiday entitlement & CII funded exams, in this sought after opportunity! Ideally you'll have 2 years experience within administration in an IFA/Wealth office, experience with IO-Intelligent Office, Investment Platforms, good IT skills, organised within your work, & knowledge of IFA administration would be crucial, within this opportunity. The role is a full time, office based opportunity, for someone who wants to stay within the admin side for the near future, rather than a stepping stone to paraplanning, straight away! Click and apply ASAP, as a short list is being drawn up for interview!
Sep 05, 2025
Full time
Chartered Wealth Practice - IFA Administrator role My client is a Chartered IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their office in Chester. You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience with Pension benefits, Holiday entitlement & CII funded exams, in this sought after opportunity! Ideally you'll have 2 years experience within administration in an IFA/Wealth office, experience with IO-Intelligent Office, Investment Platforms, good IT skills, organised within your work, & knowledge of IFA administration would be crucial, within this opportunity. The role is a full time, office based opportunity, for someone who wants to stay within the admin side for the near future, rather than a stepping stone to paraplanning, straight away! Click and apply ASAP, as a short list is being drawn up for interview!
Recruit Wealth are representing one of the UK s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Dore offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. There are various administration opportunities available within the team due to a recent acquisition and office expansion. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser s diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support.using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy In House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Sep 04, 2025
Full time
Recruit Wealth are representing one of the UK s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Dore offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. There are various administration opportunities available within the team due to a recent acquisition and office expansion. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser s diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support.using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy In House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Ready to Step Up? Make the Move from IFA Administrator to Trainee Paraplanner If you've been supporting financial planners behind the scenes and are now ready to take your next big step, this is your opportunity. We're looking for a motivated, detail-focused IFA Administrator who's ready to transition into a Trainee Paraplanner role within a supportive, forward-thinking wealth management firm. Whether you've been producing suitability reports, inputting client data, or coordinating applications, you've already got a solid foundation, now it's time to build on it and become more involved in shaping financial plans. What's in It for You? Salary starting from £30,000 - £40,000 (depending on experience) Structured development programme into a full Paraplanning role Full support for Diploma in Regulated Financial Planning (CII Level 4) Access to modern financial planning tools including cash flow modelling software Mentoring from experienced Paraplanners and Advisers Hybrid working available once up to speed Collaborative, values-driven team culture focused on your growth Next Step in the Advice Journey You'll work closely with Paraplanners and Advisers to help shape client recommendations and gain exposure to all areas of the financial planning process. From day one, you'll begin building the technical and analytical skills needed to progress confidently into a full Paraplanner position. What You'll Be Learning & Doing Client Analysis Support the collation and interpretation of client data Learn to build lifetime cash flow models based on client goals Solution Design Assist in the construction of investment, pension, tax, and estate planning strategies Use financial planning software to model personalised recommendations Report Preparation Draft and refine suitability reports and recommendation letters Help prepare regular review reports, investment performance summaries, and updated modelling documents What we ae relooking for: You're currently working in an IFA or Wealth Management firm in an Administrator or Client Services role You've had exposure to reports, client meetings, and provider interactions You're actively studying towards or interested in the CII Level 4 Diploma You're curious, detail-oriented, and ready to learn from experienced professionals
Sep 04, 2025
Full time
Ready to Step Up? Make the Move from IFA Administrator to Trainee Paraplanner If you've been supporting financial planners behind the scenes and are now ready to take your next big step, this is your opportunity. We're looking for a motivated, detail-focused IFA Administrator who's ready to transition into a Trainee Paraplanner role within a supportive, forward-thinking wealth management firm. Whether you've been producing suitability reports, inputting client data, or coordinating applications, you've already got a solid foundation, now it's time to build on it and become more involved in shaping financial plans. What's in It for You? Salary starting from £30,000 - £40,000 (depending on experience) Structured development programme into a full Paraplanning role Full support for Diploma in Regulated Financial Planning (CII Level 4) Access to modern financial planning tools including cash flow modelling software Mentoring from experienced Paraplanners and Advisers Hybrid working available once up to speed Collaborative, values-driven team culture focused on your growth Next Step in the Advice Journey You'll work closely with Paraplanners and Advisers to help shape client recommendations and gain exposure to all areas of the financial planning process. From day one, you'll begin building the technical and analytical skills needed to progress confidently into a full Paraplanner position. What You'll Be Learning & Doing Client Analysis Support the collation and interpretation of client data Learn to build lifetime cash flow models based on client goals Solution Design Assist in the construction of investment, pension, tax, and estate planning strategies Use financial planning software to model personalised recommendations Report Preparation Draft and refine suitability reports and recommendation letters Help prepare regular review reports, investment performance summaries, and updated modelling documents What we ae relooking for: You're currently working in an IFA or Wealth Management firm in an Administrator or Client Services role You've had exposure to reports, client meetings, and provider interactions You're actively studying towards or interested in the CII Level 4 Diploma You're curious, detail-oriented, and ready to learn from experienced professionals
Synchronicity Group
Newcastle Upon Tyne, Tyne And Wear
IFA Administrator, Newcastle. Up to £30,000 plus good benefits and annual bonus. We are working with a well established IFA who are looking for an experienced Financial Services Administrator with previous experience gained within n IFA. This firm is going through a growth phase and offers the opportunity to further progress and develop your career within Financial Services. The role: You'll be working in a team of Administrators working closely with Paraplanners and supporting a number of Advisers Preparing client meeting packs General administration and maintenance of client files Processing new business applications using various platforms Ensuring that financial transactions are completed correctly & compliantly Booking client meetings and assisting with preparing paperwork & research for new & existing client review meetings Liaising with product and system providers To apply: You must have previous experience gained in Financial Services preferably within an IFA. Strong communications skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely. Financial Services exams a distinct advantage (they offer full support towards these) Customer focused. Ensuring the customer is always provided with the highest possible service. Solid working experience of Word, Excel & Outlook. For further information about this and many other great opportunities in Financial Services , please contact Synchronicity Wealth .
Sep 04, 2025
Full time
IFA Administrator, Newcastle. Up to £30,000 plus good benefits and annual bonus. We are working with a well established IFA who are looking for an experienced Financial Services Administrator with previous experience gained within n IFA. This firm is going through a growth phase and offers the opportunity to further progress and develop your career within Financial Services. The role: You'll be working in a team of Administrators working closely with Paraplanners and supporting a number of Advisers Preparing client meeting packs General administration and maintenance of client files Processing new business applications using various platforms Ensuring that financial transactions are completed correctly & compliantly Booking client meetings and assisting with preparing paperwork & research for new & existing client review meetings Liaising with product and system providers To apply: You must have previous experience gained in Financial Services preferably within an IFA. Strong communications skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely. Financial Services exams a distinct advantage (they offer full support towards these) Customer focused. Ensuring the customer is always provided with the highest possible service. Solid working experience of Word, Excel & Outlook. For further information about this and many other great opportunities in Financial Services , please contact Synchronicity Wealth .
Bytes is a top provider of premium IT solutions and services, working with SMEs, corporations, and public sector organizations to modernize and digitally transform their IT infrastructures. Founded in 1982, Bytes has experienced significant growth, now employing over 750 people across seven locations in the UK and Ireland, with a turnover surpassing £1.8 billion in 2023. At Bytes, we nurture talented individuals to achieve remarkable outcomes and are dedicated to supporting our employees through continuous training, guidance, and development to help you advance and fulfil your career goals. We foster a culture of innovation, collaboration, recognition and inclusivity and offer a wide range of benefits to support staff wellbeing. PURPOSE OF JOB: We are seeking an individual to join our Business Transformation office as an administrator where they will play a pivotal role in supporting the team to drive change and improve processes across the entire organisation. They will be responsible for administrative tasks, coordinating meetings, workshops, and supporting project management activities to ensure the smooth operation of the Business Transformation office. KEY RESPONSIBILITIES: Provide administrative support to the Business Transformation team, including document management, scheduling meetings, and coordinating of workshops. Assist in the preparation of reports, presentations, and data analysis to support business transformation initiatives. Coordinate with various departments to gather information and track the progress of transformation projects. Support the Head of Business Transformation in managing project timelines, deliverables, and stakeholder communications. Maintain and update intranet content, project documentation and templates, ensuring accuracy and completeness for audit purposes. Facilitate communication within the team and with external stakeholders to ensure alignment and understanding of transformation objectives. Provide basic coordination for smaller-scale Business Transformation projects. QUALIFICATIONS, EXPERIENCE, & SKILLS: Educational Qualifications: Excellent written and verbal language skills essential - ESSENTIAL English Grammar & Language, Maths and a Social Science qualification - ESSENTIAL Years of Experience: At least 3 years of experience working in a corporate organisation - ESSENTIAL Proven experience in an administrative role, preferably within a project management or business transformation environment - DESIRABLE Other Requirements: Expert knowledge in Word, Excel, and Outlook - ESSENTIAL PowerPoint and other Office Tools advantageous - DESIRABLE Knowledge of Microsoft Suite, Task, Project and Planner - DESIRABLE CORE COMPETENCIES & SKILLS: Strong organisational skills with the ability to manage multiple tasks and prioritize effectively Excellent communication skills, both written and verbal, with attention to detail Ability to work independently and as part of a team in a fast-paced environment. A proactive approach to problem-solving and the ability to anticipate needs
Sep 03, 2025
Full time
Bytes is a top provider of premium IT solutions and services, working with SMEs, corporations, and public sector organizations to modernize and digitally transform their IT infrastructures. Founded in 1982, Bytes has experienced significant growth, now employing over 750 people across seven locations in the UK and Ireland, with a turnover surpassing £1.8 billion in 2023. At Bytes, we nurture talented individuals to achieve remarkable outcomes and are dedicated to supporting our employees through continuous training, guidance, and development to help you advance and fulfil your career goals. We foster a culture of innovation, collaboration, recognition and inclusivity and offer a wide range of benefits to support staff wellbeing. PURPOSE OF JOB: We are seeking an individual to join our Business Transformation office as an administrator where they will play a pivotal role in supporting the team to drive change and improve processes across the entire organisation. They will be responsible for administrative tasks, coordinating meetings, workshops, and supporting project management activities to ensure the smooth operation of the Business Transformation office. KEY RESPONSIBILITIES: Provide administrative support to the Business Transformation team, including document management, scheduling meetings, and coordinating of workshops. Assist in the preparation of reports, presentations, and data analysis to support business transformation initiatives. Coordinate with various departments to gather information and track the progress of transformation projects. Support the Head of Business Transformation in managing project timelines, deliverables, and stakeholder communications. Maintain and update intranet content, project documentation and templates, ensuring accuracy and completeness for audit purposes. Facilitate communication within the team and with external stakeholders to ensure alignment and understanding of transformation objectives. Provide basic coordination for smaller-scale Business Transformation projects. QUALIFICATIONS, EXPERIENCE, & SKILLS: Educational Qualifications: Excellent written and verbal language skills essential - ESSENTIAL English Grammar & Language, Maths and a Social Science qualification - ESSENTIAL Years of Experience: At least 3 years of experience working in a corporate organisation - ESSENTIAL Proven experience in an administrative role, preferably within a project management or business transformation environment - DESIRABLE Other Requirements: Expert knowledge in Word, Excel, and Outlook - ESSENTIAL PowerPoint and other Office Tools advantageous - DESIRABLE Knowledge of Microsoft Suite, Task, Project and Planner - DESIRABLE CORE COMPETENCIES & SKILLS: Strong organisational skills with the ability to manage multiple tasks and prioritize effectively Excellent communication skills, both written and verbal, with attention to detail Ability to work independently and as part of a team in a fast-paced environment. A proactive approach to problem-solving and the ability to anticipate needs
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 03, 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.
Paraplanner Location - Chelmsford (CM2) Salary - up to £40,000 excellent benefits package Hours - Full Time - hybrid working pattern A highly successful large SJP Partner Practice are looking to appoint an experienced Paraplanner to join their growing team. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. You will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner Requirements You will be an experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including pensions and investments You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Sep 03, 2025
Full time
Paraplanner Location - Chelmsford (CM2) Salary - up to £40,000 excellent benefits package Hours - Full Time - hybrid working pattern A highly successful large SJP Partner Practice are looking to appoint an experienced Paraplanner to join their growing team. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. You will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner Requirements You will be an experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including pensions and investments You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
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 03, 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
We are looking to recruit for a Client services Manager / Senior finance administrator to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration. Key Responsibilities Act as the first point of contact for all incoming calls, emails, and in-person enquiries. Meet and greet clients and guests on arrival at the office. Organise client and prospective client meetings, managing all Financial Planner's diaries effectively. Prepare and issue client documentation before and after meetings in line with business processes. Attend client meetings when required. Ensure action points from meetings are recorded, allocated, and completed promptly. Open and maintain client files to required compliance standards. Complete Anti-Money Laundering (AML) checks. Prepare and check client meeting packs in advance, keeping diaries updated with amendments. Ensure all professional logs are up to date, highlighting and chasing any outstanding documents. Complete checklists, scan and file documentation to the back-office system. Provide weekly Management Information to the Practice/Operations Manager. Support with internal events (e.g., annual client Christmas event). Open, log, scan and allocate all incoming post. Manage Financial Planner's general queries, calls and invitations. Attend and record weekly team meetings and quarterly open forum meetings. Skills & Experience Previous experience in a client-facing or administrative role, ideally within financial services or a professional office environment. Strong organisational skills with the ability to manage multiple diaries and competing priorities. Excellent communication skills (written, verbal and in-person). High attention to detail and accuracy. Proficient in Microsoft Office and comfortable with CRM/back-office systems. Professional, approachable, and discreet in handling sensitive information. Client-focused with a proactive, "can-do" attitude. Friendly, professional and confident in dealing with clients and colleagues. Team player with the ability to work independently when required. Reliable, trustworthy and conscientious. Car driver. A fantastic benefits package including - 4 day working week. 28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress.
Sep 03, 2025
Full time
We are looking to recruit for a Client services Manager / Senior finance administrator to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration. Key Responsibilities Act as the first point of contact for all incoming calls, emails, and in-person enquiries. Meet and greet clients and guests on arrival at the office. Organise client and prospective client meetings, managing all Financial Planner's diaries effectively. Prepare and issue client documentation before and after meetings in line with business processes. Attend client meetings when required. Ensure action points from meetings are recorded, allocated, and completed promptly. Open and maintain client files to required compliance standards. Complete Anti-Money Laundering (AML) checks. Prepare and check client meeting packs in advance, keeping diaries updated with amendments. Ensure all professional logs are up to date, highlighting and chasing any outstanding documents. Complete checklists, scan and file documentation to the back-office system. Provide weekly Management Information to the Practice/Operations Manager. Support with internal events (e.g., annual client Christmas event). Open, log, scan and allocate all incoming post. Manage Financial Planner's general queries, calls and invitations. Attend and record weekly team meetings and quarterly open forum meetings. Skills & Experience Previous experience in a client-facing or administrative role, ideally within financial services or a professional office environment. Strong organisational skills with the ability to manage multiple diaries and competing priorities. Excellent communication skills (written, verbal and in-person). High attention to detail and accuracy. Proficient in Microsoft Office and comfortable with CRM/back-office systems. Professional, approachable, and discreet in handling sensitive information. Client-focused with a proactive, "can-do" attitude. Friendly, professional and confident in dealing with clients and colleagues. Team player with the ability to work independently when required. Reliable, trustworthy and conscientious. Car driver. A fantastic benefits package including - 4 day working week. 28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress.
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 03, 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
Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Cardiff, these are newly created roles to boost additional headcount. The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date and the Financial planners have everything needed in order to deliver exceptional service to clients . Role Responsibilities: Ownership of the new business application process Process new business within target/service level agreements Engage with providers and other 3rd parties to ensure that new business can be processed timely and effectively Work collaboratively and communicate effectively with internal colleagues as well as external professionals such as providers, solicitors and accountants Action Letters of Authority and Transfer of Authority, following through with providers to ensure policy information is received Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken Assist Financial Planners in actively chasing and providing updates on pipeline business when requested Work collaboratively with colleagues across the business to ensure that Financial Planners are prepared for client meetings. Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilled Action post in and out daily (when required). Sort, prioritise on receipt, scan and allocate appropriately. Issue documentation in line with company procedure Ensure that client complaints and/or breaches are escalated immediately to management/compliance Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated Ensure comprehensive client information is maintained in the back-office system. Benefits of joining the business: 28 days holiday plus Bank Holidays, Death in Service, Private Medical Insurance, Group Income Protection, Employee Assistance Program, Medicash, Private Pension, Discretionary, up to 10% company annual bonus on top of salary, Hybrid/Work from home, Full support for further professional qualifications. A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand. Home/office hybrid working is fully supported during the working week. Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now. Staff retention is second to none with our client, we have represented them for years with excellent success.
Sep 02, 2025
Full time
Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Cardiff, these are newly created roles to boost additional headcount. The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date and the Financial planners have everything needed in order to deliver exceptional service to clients . Role Responsibilities: Ownership of the new business application process Process new business within target/service level agreements Engage with providers and other 3rd parties to ensure that new business can be processed timely and effectively Work collaboratively and communicate effectively with internal colleagues as well as external professionals such as providers, solicitors and accountants Action Letters of Authority and Transfer of Authority, following through with providers to ensure policy information is received Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken Assist Financial Planners in actively chasing and providing updates on pipeline business when requested Work collaboratively with colleagues across the business to ensure that Financial Planners are prepared for client meetings. Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilled Action post in and out daily (when required). Sort, prioritise on receipt, scan and allocate appropriately. Issue documentation in line with company procedure Ensure that client complaints and/or breaches are escalated immediately to management/compliance Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated Ensure comprehensive client information is maintained in the back-office system. Benefits of joining the business: 28 days holiday plus Bank Holidays, Death in Service, Private Medical Insurance, Group Income Protection, Employee Assistance Program, Medicash, Private Pension, Discretionary, up to 10% company annual bonus on top of salary, Hybrid/Work from home, Full support for further professional qualifications. A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand. Home/office hybrid working is fully supported during the working week. Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now. Staff retention is second to none with our client, we have represented them for years with excellent success.
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 02, 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
Dynamite Recruitment are supporting an Independent Financial Planning firm on the recruit of a Client Services Administrator to join the team. As Client Services Administrator you play a vital role in supporting Financial Planners and delivering a high-quality, efficient administrative service to clients. This position ensures smooth operations and an outstanding client experience by managing end-to-end administrative processes. Responsibilities Include: Accurately onboard, update, and maintain compliant client and product records using iO and other systems. Support Financial Planners in preparing for client meetings by compiling relevant and compliant documentation. Monitor client transactions from initiation to completion, ensuring service levels are met and new business is processed promptly. Communicate financial information to clients in a clear and accessible manner. Produce client-facing documentation with high attention to detail, including letters, emails, and forms. Investigate and resolve income reconciliation, finance, and tax-related queries. What We're Looking For A detail-oriented individual with strong organisational skills Excellent communication abilities, both written and verbal A team player who thrives in a fast-paced environment Experience in financial services administration (preferred) Office based, Alton £24,000 - £29,000 DOE For more details please apply or contact Tegan at Dynamite (url removed)
Sep 02, 2025
Full time
Dynamite Recruitment are supporting an Independent Financial Planning firm on the recruit of a Client Services Administrator to join the team. As Client Services Administrator you play a vital role in supporting Financial Planners and delivering a high-quality, efficient administrative service to clients. This position ensures smooth operations and an outstanding client experience by managing end-to-end administrative processes. Responsibilities Include: Accurately onboard, update, and maintain compliant client and product records using iO and other systems. Support Financial Planners in preparing for client meetings by compiling relevant and compliant documentation. Monitor client transactions from initiation to completion, ensuring service levels are met and new business is processed promptly. Communicate financial information to clients in a clear and accessible manner. Produce client-facing documentation with high attention to detail, including letters, emails, and forms. Investigate and resolve income reconciliation, finance, and tax-related queries. What We're Looking For A detail-oriented individual with strong organisational skills Excellent communication abilities, both written and verbal A team player who thrives in a fast-paced environment Experience in financial services administration (preferred) Office based, Alton £24,000 - £29,000 DOE For more details please apply or contact Tegan at Dynamite (url removed)
Dynamite Recruitment are supporting in the recruit of A Financial Planning Administrator to join an Independent Financial Planning firm in Dorset. As Financial Planning Administrator you will provide essential administrative support to the Financial Planners, ensuring the smooth and compliant delivery of advice and services to clients. This role requires a high level of attention to detail, excellent communication skills, and a client-first mindset. Key Responsibilities Prepare and manage documentation for client meetings, including reports, valuations, and application forms Process new business applications across pensions, investments, and protection products Liaise with product providers to obtain policy information and track application progress Draft client correspondence, including letters, emails, and meeting follow-ups Respond to client queries professionally, either directly or in support of the adviser Support the preparation and delivery of annual review meetings and ongoing servicing Ensure all work is carried out in accordance with FCA regulations and company procedures Assist with income reconciliation and the administration of fees and What We're Looking For Previous experience in a financial planning or wealth management environment (preferred) Strong organisational skills with excellent attention to detail Clear and professional communication skills, both written and verbal Proficiency in Microsoft Office and financial CRM systems Ability to work independently and as part of a small, collaborative team A proactive attitude with a willingness to learn and grow within the role £24,000 - £30,000 (DOE) Full exam support offered Career development and progression opportunities For more details please apply or contact Tegan at Dynamite Recruitment
Sep 02, 2025
Full time
Dynamite Recruitment are supporting in the recruit of A Financial Planning Administrator to join an Independent Financial Planning firm in Dorset. As Financial Planning Administrator you will provide essential administrative support to the Financial Planners, ensuring the smooth and compliant delivery of advice and services to clients. This role requires a high level of attention to detail, excellent communication skills, and a client-first mindset. Key Responsibilities Prepare and manage documentation for client meetings, including reports, valuations, and application forms Process new business applications across pensions, investments, and protection products Liaise with product providers to obtain policy information and track application progress Draft client correspondence, including letters, emails, and meeting follow-ups Respond to client queries professionally, either directly or in support of the adviser Support the preparation and delivery of annual review meetings and ongoing servicing Ensure all work is carried out in accordance with FCA regulations and company procedures Assist with income reconciliation and the administration of fees and What We're Looking For Previous experience in a financial planning or wealth management environment (preferred) Strong organisational skills with excellent attention to detail Clear and professional communication skills, both written and verbal Proficiency in Microsoft Office and financial CRM systems Ability to work independently and as part of a small, collaborative team A proactive attitude with a willingness to learn and grow within the role £24,000 - £30,000 (DOE) Full exam support offered Career development and progression opportunities For more details please apply or contact Tegan at Dynamite Recruitment
-Have you sold in the playground equipment market , or sold design led solutions to schools, local authorities or leisure market end users? Alternatively, are you a consultative, solutions led sales professional, looking to join a market leader in a hugely rewarding sector that enhances the lives of our children? If so, we have a superb ASM role, covering Hertfordshire, Bedfordshire, Essex, Suffolk, Norfolk and Cambridgeshire that could elevate your career. Offering up to £40k basic , monthly, uncapped commission with accelerators for overachievement, plus quarterly and annual bonus, giving a Year 1 OTE of £59K, plus car or allowance and other benefits. Read below and APPLY TODAY! - THE ROLE; As Area Sales Manager, you'll be joining an established team of long serving colleagues, promoting our clients designed, manufactured and installed timber play equipment solutions. As ASM, you'll be meeting Head Teachers, Bursars, Early Years leaders, site managers, PE teachers etc of nurseries, primary and secondary schools and multi academy trusts, promoting the huge health and educational benefits of our clients outside play solutions. Whilst the schools and education market is the key focus, as ASM, you'll also have the opportunity to win active play solutions with the leisure and commercial industry, such as pubs, caravan parks, parish councils, restaurants and general community projects. Supported by an internal sales administrator and designer, you'll typically be meeting clients face to face across Hertfordshire, Bedfordshire, Essex, Suffolk, Norfolk and Cambridgeshire, 3 days per week, often attending circa 6 1st appointments in that week and 3 follow up appointments, where you'll run through the designs and costings that you'd discussed in your 1st meeting. 2 days per week working from home on admin and follow ups. The role will involve conducting a site survey, measuring up and understanding the clients requirements, budget and timelines. You will be working alongside an experiences National Sales Manager and collaborating with your other field sales colleagues around the country, as they work closely with you to set you up for success. This is a design led, solution sell that enhances the health and learnings for young children and young adults. As Area Sales Manager, your timber play equipment products cover a broad range, from wooden climbing frames, climbing walls, castles and forts, school pavilions, activity planners, wooden pergolas etc. As they design, manufacture and install, there are endless options to offer schools and the education and leisure market. Projects range from £10k- £100k+, with the average order value being £15k-£25k. You will inherit a database of contacts with the territory offering huge potential for growth. - THE SUCCESSFUL CANDIDATE; The successful Area Sales Manager will ideally have either sold in the play industry, or perhaps been a teacher, looking to move into sales, or have a design led field sales background, having sold into the schools, education, local authority or leisure sectors. You'll be a good team player, collaborative, with an engaging, inquisitive personality and a friendly and competitive nature. Coachable with a growth mindset. A Degree in Sports or Leisure or something aligned is often beneficial. As our client offers uncapped commission and a performance accelerator rewarding overachievement, this would appeal to ambitious, solution led individuals. - THE COMPANY; Our client is a highly regarded, long established playground solutions provider, that can offer a very attractive, long term career choice. With a multi-million pounds turnover and ambitious plans, this is a great time to join the business. - THE REMUNERATION; Offering a basic salary of £35,000- £40,000 dependent on experience. Uncapped commission paid monthly, plus quarterly and annual bonus, commission accelerator for overachievement. Realistic Year 1 OTE of £59,000. Choice of company car, such as Hyundai, VW Passat, Mazda Estate, Kia etc or £500 per month car allowance. Pension of 3% from employer, 5% employee. 25 days holidays (hold 3 back for the Xmas closedown) Mobile, laptop, all OOPs. This is a fabulous opportunity to join a genuinely rewarding sector, with one of the market leaders in playground equipment solutions, so if you have the qualities and winning attitude that our client is looking for, then please apply today by calling (phone number removed) or emailing your CV to (url removed)
Sep 01, 2025
Full time
-Have you sold in the playground equipment market , or sold design led solutions to schools, local authorities or leisure market end users? Alternatively, are you a consultative, solutions led sales professional, looking to join a market leader in a hugely rewarding sector that enhances the lives of our children? If so, we have a superb ASM role, covering Hertfordshire, Bedfordshire, Essex, Suffolk, Norfolk and Cambridgeshire that could elevate your career. Offering up to £40k basic , monthly, uncapped commission with accelerators for overachievement, plus quarterly and annual bonus, giving a Year 1 OTE of £59K, plus car or allowance and other benefits. Read below and APPLY TODAY! - THE ROLE; As Area Sales Manager, you'll be joining an established team of long serving colleagues, promoting our clients designed, manufactured and installed timber play equipment solutions. As ASM, you'll be meeting Head Teachers, Bursars, Early Years leaders, site managers, PE teachers etc of nurseries, primary and secondary schools and multi academy trusts, promoting the huge health and educational benefits of our clients outside play solutions. Whilst the schools and education market is the key focus, as ASM, you'll also have the opportunity to win active play solutions with the leisure and commercial industry, such as pubs, caravan parks, parish councils, restaurants and general community projects. Supported by an internal sales administrator and designer, you'll typically be meeting clients face to face across Hertfordshire, Bedfordshire, Essex, Suffolk, Norfolk and Cambridgeshire, 3 days per week, often attending circa 6 1st appointments in that week and 3 follow up appointments, where you'll run through the designs and costings that you'd discussed in your 1st meeting. 2 days per week working from home on admin and follow ups. The role will involve conducting a site survey, measuring up and understanding the clients requirements, budget and timelines. You will be working alongside an experiences National Sales Manager and collaborating with your other field sales colleagues around the country, as they work closely with you to set you up for success. This is a design led, solution sell that enhances the health and learnings for young children and young adults. As Area Sales Manager, your timber play equipment products cover a broad range, from wooden climbing frames, climbing walls, castles and forts, school pavilions, activity planners, wooden pergolas etc. As they design, manufacture and install, there are endless options to offer schools and the education and leisure market. Projects range from £10k- £100k+, with the average order value being £15k-£25k. You will inherit a database of contacts with the territory offering huge potential for growth. - THE SUCCESSFUL CANDIDATE; The successful Area Sales Manager will ideally have either sold in the play industry, or perhaps been a teacher, looking to move into sales, or have a design led field sales background, having sold into the schools, education, local authority or leisure sectors. You'll be a good team player, collaborative, with an engaging, inquisitive personality and a friendly and competitive nature. Coachable with a growth mindset. A Degree in Sports or Leisure or something aligned is often beneficial. As our client offers uncapped commission and a performance accelerator rewarding overachievement, this would appeal to ambitious, solution led individuals. - THE COMPANY; Our client is a highly regarded, long established playground solutions provider, that can offer a very attractive, long term career choice. With a multi-million pounds turnover and ambitious plans, this is a great time to join the business. - THE REMUNERATION; Offering a basic salary of £35,000- £40,000 dependent on experience. Uncapped commission paid monthly, plus quarterly and annual bonus, commission accelerator for overachievement. Realistic Year 1 OTE of £59,000. Choice of company car, such as Hyundai, VW Passat, Mazda Estate, Kia etc or £500 per month car allowance. Pension of 3% from employer, 5% employee. 25 days holidays (hold 3 back for the Xmas closedown) Mobile, laptop, all OOPs. This is a fabulous opportunity to join a genuinely rewarding sector, with one of the market leaders in playground equipment solutions, so if you have the qualities and winning attitude that our client is looking for, then please apply today by calling (phone number removed) or emailing your CV to (url removed)
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 01, 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!
Financial Services Administrator/Client Liaison Office Based Derby (our Ref AL1383) Competitive Salary to c£27,000 + discretionary bonus and exceptional benefits At the heart of everything this client centric wealth management company does, is a genuine commitment to placing their clients interests first. As a well-established and highly regarded wealth and investment management firm in Derby, they are searching for a Financial Services Administrator who shares their core values of integrity, professionalism, and dedication to exceptional client service. If you are looking to grow your career within a collaborative, supportive environment that encourages personal development and ethical practice, we would love to hear from you. About the Role As a valued member of the team, you will work alongside Financial Planners and colleagues, delivering administrative support that underpins their promise of a seamless, high-quality experience for their clients. You will play a crucial role in maintaining high standards, helping to ensure every client interaction, both phone and face-to-face, is handled with care, discretion, and diligence. Provide comprehensive administrative support to Financial Planners in their day-to-day work. Maintain and update client records with accuracy and attention to confidentiality. Foster strong relationships with clients and third-party providers, ensuring clear and professional communication. Prepare valuations, meeting packs, and essential client documentation to the highest standard. Champion the use of secure digital tools and client portals to support an efficient, modern service. Book appointments for advisers and help them manage their workflows. Meet and greet clients. Commit to ensuring we adhere to compliance policies. About You At least 2 years experience in a financial services administrative role. Strong organisational skills, attention to detail, and a client-first mindset. Professional communication skills, both written and verbal. Ability to balance multiple priorities within deadlines. Proficient with Microsoft Office and financial back-office systems. Motivated to pursue further qualifications after 12 months. Benefits Group Life Assurance (3x salary). Employer-contributed Pension Scheme. Generous holiday allowance. Why Join? This Company is proud of its open and inclusive culture, where your contribution is valued and your continued growth is supported. You will be joining a forward-thinking firm that is committed to ethical practice, exceptional client care, and the professional development of every team member. This is an outstanding opportunity to further your career in financial services within a progressive, values-driven organisation. If you are ready to take the next step and align yourself with a firm that believes in doing the right thing for clients and colleagues alike, please send us your CV to apply. All CVs will be reviewed and responded to within 10 days
Sep 01, 2025
Full time
Financial Services Administrator/Client Liaison Office Based Derby (our Ref AL1383) Competitive Salary to c£27,000 + discretionary bonus and exceptional benefits At the heart of everything this client centric wealth management company does, is a genuine commitment to placing their clients interests first. As a well-established and highly regarded wealth and investment management firm in Derby, they are searching for a Financial Services Administrator who shares their core values of integrity, professionalism, and dedication to exceptional client service. If you are looking to grow your career within a collaborative, supportive environment that encourages personal development and ethical practice, we would love to hear from you. About the Role As a valued member of the team, you will work alongside Financial Planners and colleagues, delivering administrative support that underpins their promise of a seamless, high-quality experience for their clients. You will play a crucial role in maintaining high standards, helping to ensure every client interaction, both phone and face-to-face, is handled with care, discretion, and diligence. Provide comprehensive administrative support to Financial Planners in their day-to-day work. Maintain and update client records with accuracy and attention to confidentiality. Foster strong relationships with clients and third-party providers, ensuring clear and professional communication. Prepare valuations, meeting packs, and essential client documentation to the highest standard. Champion the use of secure digital tools and client portals to support an efficient, modern service. Book appointments for advisers and help them manage their workflows. Meet and greet clients. Commit to ensuring we adhere to compliance policies. About You At least 2 years experience in a financial services administrative role. Strong organisational skills, attention to detail, and a client-first mindset. Professional communication skills, both written and verbal. Ability to balance multiple priorities within deadlines. Proficient with Microsoft Office and financial back-office systems. Motivated to pursue further qualifications after 12 months. Benefits Group Life Assurance (3x salary). Employer-contributed Pension Scheme. Generous holiday allowance. Why Join? This Company is proud of its open and inclusive culture, where your contribution is valued and your continued growth is supported. You will be joining a forward-thinking firm that is committed to ethical practice, exceptional client care, and the professional development of every team member. This is an outstanding opportunity to further your career in financial services within a progressive, values-driven organisation. If you are ready to take the next step and align yourself with a firm that believes in doing the right thing for clients and colleagues alike, please send us your CV to apply. All CVs will be reviewed and responded to within 10 days
