43 jobs found

Insurance Administration 10 Months FTC Your new company Hays are recruiting for a 10-month fixed-term assistant to deliver full administrative assistance, supporting the team's clients and managers. This role is based in the Manchester city centre office, Monday-Friday 9-5pm Your new role You will assist in the preparation and review of client portfolio reports and investment summaries.Maintain accurate records of client holdings and transactionsSupport the onboarding of new clients, including documentation and compliance checksLiaise with custodians and third-party providers to ensure timely execution of trades and updatesMonitor market news and assist in compiling research for investment meetingsProvide administrative support to portfolio managers and financial advisors What you'll need to succeed Previous experience in financial services, investment operations, or wealth management preferredStrong attention to detail and excellent organisational skillsProficiency in Microsoft Excel and portfolio management software Ability to work independently and manage multiple tasks efficientlyA genuine interest in financial markets and investment strategiesProfessional communication skills and a client-first mindset What you'll get in return This role is paying the f £28,000 - £30,000, 10 months FTC, excellent benefits and the potential to go permanent or extended for the right candidate. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. #

Mortgage Administrator Hybrid / Remote Full-Time Mon-Fri, 9:00am-5:30pm £24,000 per annum + Truly Uncapped Commission (Realistic OTE: £30,000+) Want to earn more without working weekends? This is your opportunity. At Scout, we're not just offering a job-we're offering a real chance to earn big and build your career in the fast-moving world of Fintech and financial services. We are on a mission to become a leading player in the UK mortgage sector. We aim to be the trusted broker of choice, helping customers achieve their property goals by proudly providing a lifetime of financial advice. We believe that our success is built on the foundation of our culture and underpinned by our shared company values: Care deeply, do the right thing, execute with excellence and be frank and fearless. With a base salary starting at £24,000, the real earning potential lies in our uncapped commission structure . Top performers regularly exceed £30k+ OTE, and with no ceiling on what you can earn, the only limit is your own ambition . What You'll Be Doing: As a Mortgage Administrator, you'll play a key role in supporting our expert mortgage brokers-helping clients move from application to completion with ease and confidence. Alongside the core admin duties, you'll have multiple income streams to maximise your commission : Selling Buildings & Contents (B&C) insurance Booking in protection reviews for future sales Referring clients for surveys and solicitors Securing Trustpilot 5-star reviews that lead to referral incentives All of these are fully commissionable and directly boost your take-home pay. No caps. No quotas. Just real reward for real results. Your Day-to-Day: Manage mortgage applications from submission through to completion Liaise with lenders, brokers, customers, estate agents, and solicitors Update clients on progress and provide an exceptional service experience Handle online payments for valuations or broker fees Accurately update client records and case notes Drive additional income by offering B&C cover and other bolt-on services We're Looking For Someone Who Is: A strong communicator, both verbal and written Exceptionally organised, with a sharp eye for detail Target-driven and confident in a sales environment A natural multitasker with excellent time management skills Ideally familiar with mortgage application processes (multi-lender or MAB experience is a plus!) Life at Scout. Uncapped commission - the only limit is your own potential. Structured career development - with a pathway to becoming a Mortgage Broker for eligible employees Onboarding & training - we'll set you up for success Mental health & wellbeing support Hybrid/remote working for flexibility Regular socials and performance bonuses Generous holiday allowance to help you relax and recharge ️ Retail, food and travel discounts Refer-a-friend bonus scheme Want to take control of your earnings, work in a fast-paced, high-reward environment, and develop a career in financial services? Apply now and unlock your potential at Scout.

This is an exciting opportunity to support our busy Residential Property team as a legal assistant - residential property. We d love to hear from you if you re highly organised, enjoy managing a varied workload, and thrive on meeting important deadlines. You ll be an experienced administrator with a flexible approach, strong secretarial skills, and a solid understanding of compliance processes and procedures within a professional services environment. This role is ideal for a legal assistant in residential property who wants to develop their expertise in property law. Benefits 33 days holiday (including bank holidays and pro-rata for part-time staff) Contributory pension scheme with Royal London for eligible staff Annual salary reviews and promotion panels Occupational sick pay from day one, plus assessed Income Protection benefits for eligible longer-term absences Free Specsavers eye tests and vouchers towards lenses for display screen equipment Employee assistance programme including counselling, 24/7 online GP services, and a range of health and wellbeing support Paid compassionate leave Access to the BUPA Menopause Plan under our menopause policy Discounts on legal services Access to financial support services Paid professional memberships Introduce a Friend scheme Active Social Committee arranging annual events and a wide range of other activities Key Responsibilities As a legal assistant - residential property , you will: Act as the first point of contact for client queries, ensuring a positive experience and building strong, ongoing relationships Manage daily tasks efficiently, including drafting emails, letters, contracts, and property-related documents such as transfers Handle multiple versions of large documents (contracts, leases, licences, mortgage deeds), ensuring accurate version control and correct use of tracked changes Maintain a paper-light approach: scan documents and keep electronic files to a high standard within the case management system Ensure all case files are managed in line with SRA requirements, Law Society protocols, internal procedures, and the LEXCEL quality mark Skills & Experience Demonstrate exceptional organisation and communication skills, with meticulous attention to detail Strong time management, able to prioritise effectively in a busy environment High IT literacy: proficient in MS Office, with experience using electronic case management systems Skilled at working with detailed legal documents, with proven proficiency in version control and tracked changes Experience in a residential or commercial property legal team is an advantage Basic accounting knowledge relating to property processes is desirable A legal secretarial qualification or NVQ Level 3 (or equivalent) in business/administration is advantageous Joining our team as a legal assistant for the residential property team which offers excellent opportunities to gain hands-on experience in property transactions. This position allows a legal assistant for residential property to contribute to a high-performing team while developing skills in compliance, document management, and client support. We are looking for a proactive and highly organised legal assistant in residential property to play a key role in the ongoing success of our Residential Property team.

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.

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 working with , a respected London-based Independent Financial Adviser, who are seeking an IFA Administrator to join their centralised administration team. This is a fantastic opportunity for an organised, detail-driven individual looking to progress their career in financial services. The Role You'll provide high-quality admin support to advisers and clients, ensuring records are accurate and processes run smoothly. Key duties include: Maintaining up-to-date client records and data entry. Submitting applications, processing fund switches and LOAs. Liaising with product providers, clients, and colleagues. Preparing review packs and supporting adviser meetings. Managing the client review process and handling queries. Over time, you'll take on more technical cases and develop your skills further. About You 1-2 years' experience in financial administration. Knowledge of pensions, investments, and the advice process. Strong IT, organisational, and communication skills. Detail-focused, proactive, and eager to progress your career. What's on Offer Salary up to £32,000 (DOE). Hybrid working (London office). Career progression, company benefits, and a supportive, sociable environment. If you're a motivated administrator with ambitions in financial services, we'd love to hear from you. Contact Sam at Financial Divisions.

Our leading Financial Services Sector Client is continuing a high growth trajectory, coupled with an ambitious transformation programme and are now seeking a Senior AML Administrator to join their expanding team. As Senior AML Administrator here you will be: Responsible for the accurate and efficient completion of administrative tasks provided to you Supporting the approach to full ownership you will be expected to work on case management and customer and adviser queries from receipt until the customer's expectations have been satisfied Proactive and reactive contact with customers and advisers, plus any other relevant parties via telephone, letter or email to ensure work is processed efficiently and correctly Ensure pended work is reviewed, chased and closed within expected timescales Proactive, solutions-based approach to understanding issues which arise, and then able to implement actions according to administrative policies and procedures Timely and professional contact with stakeholders should be maintained at all times Contact will be proactive when you require further information (by telephone and email) and reactive when a stakeholder contacts us Assist in developing, implementing and sharing best practices Contribute to the development of team strategy and objectives Within your team you will be expected to work with your colleagues to manage the daily work and measure your team's performance in relation to good customer outcomes The ideal candidate for the role of Senior AML Administrator will have: A minimum of 3 years' previous Life office experience is desirable Minimum of 1 years' experience within an AML-focused role PC literate, in particular MS Office Products 4 GCSE's Grade C to include Maths and English and/or NVQ Level 1 - or equivalent Good attention to detail Good communication and interpersonal skills Ability to work well individually and as part of a team Ability to work to tight deadlines

Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

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!

Our client is looking for a Finance and Administration Officer Client Details A leader in their field Description To lead on key financial processes-including payroll, sales ledger management and statutory reporting-while providing advanced administrative and office support. The postholder acts as a member of the Corporate Services team, ensuring robust financial control, smooth office operations and cross-cover for critical tasks. 2. Key Duties & Responsibilities 2.1 Finance 1. Sales Ledger Management Raise and process sales invoices, including statutory levy income. Record bank receipts and income from assurance schemes, resolving discrepancies with external bodies (e.g. FIA). Operate credit-control procedures, escalating overdue accounts and customer disputes. 2. Payroll Complete monthly payroll, ensuring accuracy of salaries, pension and statutory deductions. Maintain confidential payroll records and address staff pay queries promptly. Ensure PAYE, National Insurance and pension deadlines are met. 3. Financial Accounting & Compliance Prepare and submit VAT returns. Post journals for accruals, prepayments and corrections. Perform monthly bank reconciliations and daily inter-account transfers. Maintain the fixed-asset register. Produce monthly and ad-hoc financial reports for senior management. Support internal and external audit processes, providing schedules and evidence. 4. Procurement & PO System Oversight Monitor compliance with the procurement policy. Oversee the Purchase Order processes on Business Central , train staff, and review expenditure reports. 2.2 Administration & Office Support 1. Provide high-level administrative assistance-proof-reading, formatting documents, drafting surveys and reports. 2. Coordinate IT onboarding for new starters and act as day-to-day liaison with external IT contractors. 3. Support the Head of Corporate Services with project administration and data collation. 4. Deliver reception and office cover when required, ensuring seamless front-of-house service. 5. Drive continual improvement of office systems and processes. 3. Profile A candidate with excellent finance and administrative skills Ideally - AAT, HNC/HND or equivalent finance qualification Job Offer This is a permanent, full-time role (35 hours per week, Monday to Friday), based in our office on the outskirts of Edinburgh. We offer hybrid working, with flexibility and a supportive, values-driven culture. Salary / benefits Band 2 30,551 per annum, including 25 days' annual leave (plus 11 public holidays) and a generous 10% employer pension contribution.

Kick-start your compliance career with a respected financial services firm as a Compliance Administrator. Supporting the Compliance Officer and wider team, you'll help ensure the business operates to the highest regulatory standards while developing your own skills in a supportive environment. Benefits: Salary: Up to 30,000 (DOE) FULLY OFFICE BASED IN NEWCASTLE-UNDER-LYME Hybrid available but only in Warwick & Edgbaston (3 days office/2 days WFH) 31 Days Holiday (Inclusive of Bank Holidays) Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover (x4 salary) & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Monday to Friday - 08:30 to 17:00 Locations: Warwick, Edgbaston, Newcastle-under-Lyme Role & Responsibilities: Support the Compliance Officer and wider team with monitoring, reporting, and reviews Perform risk assessments and ensure compliance with laws, regulations, and internal policies Assist with file checking, adviser observations, and quarterly 1:1 meetings Review marketing materials and client documentation for regulatory compliance Support with T&C plans, competency testing, and annual FIT assessments Help prepare for audits, complete reports, and follow up on actions Investigate issues, escalate concerns, and assist with complaints resolution Promote a culture of compliance across the business through training and collaboration Required Skills & Experience: Previous experience in financial services, ideally within an IFA environment Previous experience working with compliance based roles Strong analytical and problem-solving skills Organised with the ability to plan, prioritise, and meet deadlines Confident communicator and team player Adaptable, dependable, and committed to delivering quality work Honest, proactive, and keen to develop in a compliance-focused role Apply now and take your first big step in compliance!

Kick-start your compliance career with a respected financial services firm as a Compliance Administrator. Supporting the Compliance Officer and wider team, you'll help ensure the business operates to the highest regulatory standards while developing your own skills in a supportive environment. Benefits: Salary: Up to 30,000 (DOE) FULLY OFFICE BASED IN NEWCASTLE-UNDER-LYME Hybrid available but only in Warwick & Edgbaston (3 days office/2 days WFH) 31 Days Holiday (Inclusive of Bank Holidays) Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover (x4 salary) & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Monday to Friday - 08:30 to 17:00 Locations: Warwick, Edgbaston, Newcastle-under-Lyme Role & Responsibilities: Support the Compliance Officer and wider team with monitoring, reporting, and reviews Perform risk assessments and ensure compliance with laws, regulations, and internal policies Assist with file checking, adviser observations, and quarterly 1:1 meetings Review marketing materials and client documentation for regulatory compliance Support with T&C plans, competency testing, and annual FIT assessments Help prepare for audits, complete reports, and follow up on actions Investigate issues, escalate concerns, and assist with complaints resolution Promote a culture of compliance across the business through training and collaboration Required Skills & Experience: Previous experience in financial services, ideally within an IFA environment Previous experience working with compliance based roles Strong analytical and problem-solving skills Organised with the ability to plan, prioritise, and meet deadlines Confident communicator and team player Adaptable, dependable, and committed to delivering quality work Honest, proactive, and keen to develop in a compliance-focused role Apply now and take your first big step in compliance!

Join Our Clients Team as a Financial Planning Administrator - Temporary Role with Potential! Location: Edinburgh Duration: Up to 3 months Start Date: ASAP Are you an organised, detail-oriented professional with a passion for financial services? We're looking for a proactive Financial Planning Administrator to support our dynamic advisory team in Edinburgh. This is a fantastic opportunity to gain hands-on experience in a fast-paced environment, with the potential to transition into a permanent role. What You'll Be Doing: Supporting a Financial Adviser with day-to-day admin tasks Coordinating and preparing documentation for client review meetings Managing client workflows using Intelligent Office (IO) Submitting provider application forms and embedding new advice case procedures Leading weekly update meetings with advisers to resolve outstanding tasks Assisting with a data cleanse project to improve client records Monitoring the central mailbox on a rota basis - 1 week in 4 Collaborating with advisers and support teams to roll out new AI-driven processes What We're Looking For: Previous experience in financial services administration Familiarity with Intelligent Office (IO) is a strong advantage Excellent communication and organisational skills A proactive, can-do attitude and a team player mindset Why Join Our Clients? Gain valuable experience in a respected financial planning firm Be part of a supportive and forward-thinking team Opportunity to transition into a permanent role Central Edinburgh location with hybrid working potential If you are looking to develop your career within an IFA setting as part of a dynamic, established team, submit your CV or contact Pauline Low at REED on . Looking forward to hearing from you.

Senior IFA Administrator Opportunity- Dundee/Perth Area Reed is proud to be representing our client, a well-respected Financial Planning Business who believes their people are the heart of everything they do. Their collaborative, approachable, and client-focused culture sets them apart-and they're looking for someone who shares these values to join their team in Dundee/Perth Area. We're currently seeking a proactive and detail-oriented Senior IFA Administrator to support our clients financial planning team. This is a fantastic opportunity for someone with experience in financial services who thrives in a supportive role and is passionate about delivering excellence. What You'll Be Doing • Deliver accurate and timely annual client reviews using tools like FE Analytics• Prepare drawdown reviews and provide technical input on tax and pension matters• Process client transactions including fund switches, withdrawals, and contributions• Maintain client records across platforms such MoneyInfo• Raise fees and manage documentation for adviser submissions• Submit new business and input data into Intelliflo• Troubleshoot system issues and support service case management• Assist in preparing financial plans and improving internal processes• Provide technical and administrative support to advisers• Prepare compliant documentation including recommendation reports and deeds of assignment What We're Looking For • Experience in a technical or administrative role within a financial planning setting• Strong understanding of pensions, investments, and financial products• Familiarity with platforms like FE Analytics, Voyant, and MoneyInfo• High attention to detail and strong analytical skills• Excellent communication and organisational abilities• Proficiency in Microsoft Office and financial software• A collaborative, adaptable, and solution-oriented mindset Why Join Our Clients Team? They are described as medium-sized firm with a small-firm feel, where your growth and development are truly in your hands. Full support is provided towards your personal and professional goals every step of the way. What You'll Get • Highly competitive salary DOE• 31 days holiday + buy/sell scheme• Generous pension contribution & life insurance• Continuous training & development• Birthday gift & Perkbox discounts• Professional subscriptions• Volunteering day• Regular team socials• Enhanced paid leave (maternity, paternity, adoption, bereavement, sick pay Ready to take your career to the next level? Apply today and make a real difference. For a confidential chat, please contact Pauline Low at Reed on or via LinkedIn