Financial Administrator Vacancy (Financial Planning) SW London offices with hybrid working £30k - £35k basic salary plus benefits package 12 months of experience needed The Business My client is a boutique wealth planning business with offices in South West London who have been operating for many years with significant financial backing. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators from the creatives industries. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of 10 staff with 3 advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. However, they have other businesses bolted on who offer different services. The Role A vacancy has come available for a Financial Administrator with 12 months of experience in financial planning or similar who can administer all the necessary client services and back-office administration from start to finish. You will report into an Team Leader/Manager, and you will work in a team of 4 other administrators. You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £30k - £35k basic salary plus a comprehensive study support package and benefits. The role can progress into paraplanning or a more senior administrator/team leader. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 11, 2025
Full time
Financial Administrator Vacancy (Financial Planning) SW London offices with hybrid working £30k - £35k basic salary plus benefits package 12 months of experience needed The Business My client is a boutique wealth planning business with offices in South West London who have been operating for many years with significant financial backing. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators from the creatives industries. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of 10 staff with 3 advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. However, they have other businesses bolted on who offer different services. The Role A vacancy has come available for a Financial Administrator with 12 months of experience in financial planning or similar who can administer all the necessary client services and back-office administration from start to finish. You will report into an Team Leader/Manager, and you will work in a team of 4 other administrators. You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £30k - £35k basic salary plus a comprehensive study support package and benefits. The role can progress into paraplanning or a more senior administrator/team leader. If this role sounds of interest or any other roles I am working on please get in touch.
FINANCE ADMINISTRATOR - UK LEADING MECHANICAL & ELECTRICAL CONTRACTOR Job Title: Finance Administrator Location: North Weald/Epping/Harlow Salary: £30,000 - £35,000 per annnum + Bonus Scheme About our client: Our client is a fast growing national building services provider specialising in commercial Electrical and Civils Infrastructure installations. They are the lead contractor for a pan European parcel locker operator and one of the UKs oldest and most successful retailers, they deliver mission critical projects across the country with speed, precision and professionalism. The Role: Our client is seeking a detail focussed and commercially astute Financial Administrator to lead their financial reporting, forecasting and insight functions. The role is central to providing the leadership team and board with accurate, timely and actionable financial information to support strategic decision making. You will manage the accounts lifecycle, produce board-ready financial reports and deliver a clear insight into job-level and company wide performance. This is a hands on role with significant exposure to senior leadership, designed for someone who thrives on responsibility, accuracy and delivering clarity that drives operational success. Key Responsibilities: Manage daily bookeeping including invoicing, colleague and sub-contractor expenses, reconciliations and credit control Oversee accounts payable and receivable workflows Produce weekly and monthly cashflow reports, forecasts and board packs with clear commentary and recommendations Build and maintain KPI dashboards (e.g revenue per crew, job profit margins, completion rates) to highlight opportunities and risks Provide financial analysis and strategic insight to support board level operational and investment decisions Liasie with accountants and leadership on monthly close, budgeting and longer term financial planning Ensure compliance with HMRC and VAT regulations, maintaining accurate and accessible digital records What our client is looking for: Strong experience in financial administration, reporting or management account roles Demonstrated track record in producing financial insight that influences board or senior management decision making Confident using Xero, QuickBooks or similar packages Highly proficient in Excel or Google Sheets, with strong data analysis and reporting skills Excellent organisation and time management skills with strong attention to detail Comfortable owning processes end to end and working independently in a fast paced environment Package & Benefits: Salary - £30,000 - £40,000 per annum Hybrid working available - office in North Weald Ongoing training and development 20 days holiday plus bank holidays Company pension scheme Our clients ethos/core values: Their culture is built around trust. quality and respect. Their values guide every job, every conversation and every hire Trusted to deliver - they earn trust through consistency, clear communication and dependability Excellence every time - Theyre committed to high standards on every job, big or small. Respect for all - they work as one team and everyone is treated equally Why join our client: They are a people first organisation with a high performance culture. They thrive on autonomy, clarity and trust - and they invest in every colleague to ensure they success. Please contact Recruitment Group for more information on this fantastic opportunity - many thanks!
Sep 11, 2025
Full time
FINANCE ADMINISTRATOR - UK LEADING MECHANICAL & ELECTRICAL CONTRACTOR Job Title: Finance Administrator Location: North Weald/Epping/Harlow Salary: £30,000 - £35,000 per annnum + Bonus Scheme About our client: Our client is a fast growing national building services provider specialising in commercial Electrical and Civils Infrastructure installations. They are the lead contractor for a pan European parcel locker operator and one of the UKs oldest and most successful retailers, they deliver mission critical projects across the country with speed, precision and professionalism. The Role: Our client is seeking a detail focussed and commercially astute Financial Administrator to lead their financial reporting, forecasting and insight functions. The role is central to providing the leadership team and board with accurate, timely and actionable financial information to support strategic decision making. You will manage the accounts lifecycle, produce board-ready financial reports and deliver a clear insight into job-level and company wide performance. This is a hands on role with significant exposure to senior leadership, designed for someone who thrives on responsibility, accuracy and delivering clarity that drives operational success. Key Responsibilities: Manage daily bookeeping including invoicing, colleague and sub-contractor expenses, reconciliations and credit control Oversee accounts payable and receivable workflows Produce weekly and monthly cashflow reports, forecasts and board packs with clear commentary and recommendations Build and maintain KPI dashboards (e.g revenue per crew, job profit margins, completion rates) to highlight opportunities and risks Provide financial analysis and strategic insight to support board level operational and investment decisions Liasie with accountants and leadership on monthly close, budgeting and longer term financial planning Ensure compliance with HMRC and VAT regulations, maintaining accurate and accessible digital records What our client is looking for: Strong experience in financial administration, reporting or management account roles Demonstrated track record in producing financial insight that influences board or senior management decision making Confident using Xero, QuickBooks or similar packages Highly proficient in Excel or Google Sheets, with strong data analysis and reporting skills Excellent organisation and time management skills with strong attention to detail Comfortable owning processes end to end and working independently in a fast paced environment Package & Benefits: Salary - £30,000 - £40,000 per annum Hybrid working available - office in North Weald Ongoing training and development 20 days holiday plus bank holidays Company pension scheme Our clients ethos/core values: Their culture is built around trust. quality and respect. Their values guide every job, every conversation and every hire Trusted to deliver - they earn trust through consistency, clear communication and dependability Excellence every time - Theyre committed to high standards on every job, big or small. Respect for all - they work as one team and everyone is treated equally Why join our client: They are a people first organisation with a high performance culture. They thrive on autonomy, clarity and trust - and they invest in every colleague to ensure they success. Please contact Recruitment Group for more information on this fantastic opportunity - many thanks!
Financial Administrator Vacancy SW London offices with hybrid working £30k - £32k basic salary plus benefits package 6 - 12 months of experience needed My client is a boutique wealth planning business with offices in South West London who have been operating for many years with significant financial backing. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators from the creatives industries. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of 10 staff with 3 advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. However, they have other businesses bolted on who offer different services. A vacancy has come available for a Financial Administrator with 16 - 12 months of experience in financial planning or similar who can administer all the necessary client services and back-office administration from start to finish. You will report into an Team Leader/Manager, and you will work in a team of 4 other administrators. You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £30k - £32k basic salary plus a comprehensive study support package and benefits. The role can progress into paraplanning or a more senior administrator/team leader. If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.
Sep 10, 2025
Full time
Financial Administrator Vacancy SW London offices with hybrid working £30k - £32k basic salary plus benefits package 6 - 12 months of experience needed My client is a boutique wealth planning business with offices in South West London who have been operating for many years with significant financial backing. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators from the creatives industries. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of 10 staff with 3 advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. However, they have other businesses bolted on who offer different services. A vacancy has come available for a Financial Administrator with 16 - 12 months of experience in financial planning or similar who can administer all the necessary client services and back-office administration from start to finish. You will report into an Team Leader/Manager, and you will work in a team of 4 other administrators. You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £30k - £32k basic salary plus a comprehensive study support package and benefits. The role can progress into paraplanning or a more senior administrator/team leader. If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.
Job Role: Junior Paraplanner Industry: Financial Services Location: Harrogate Salary: £36,000 (DOE) Job Reference: 9898 Are you an experienced administrator or Junior Paraplanner looking for the next step up in your career? RecruitUK are working in partnership with a growing forward-thinking financial services company based in Bristol. We're looking for a motivated and detail-oriented professional to join their dynamic team. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions. You'll play an important role in supporting the paraplanners and advisers, assisting with research and the preparation of suitability reports. From drafting and checking client documentation to helping with cash flow modelling and product comparisons, you'll ensure information is accurate, compliant, and delivered on time. Along the way, you'll gain hands-on experience of the full paraplanning process, with clear opportunities to develop your technical knowledge and progress your career. Responsibilities include Develop your ability to produce compliant reports and recommendations, with guidance from senior paraplanners. Build experience in researching client portfolios, asset allocation, and investment products. Take ownership of gathering valuations, quotations, and preparing application documentation. Learn to apply compliance requirements and internal policies to everyday tasks. Manage your workload effectively, keeping your line manager informed of progress. Commit to ongoing study and recording your professional development. Contribute to wider team tasks and responsibilities as needed. Apply Consumer Duty principles in all aspects of your work. What we're looking for Experience working as an IFA/ Wealth Management Administrator Knowledge of the Financial Services industry Proficient in databases and relevant software Must have progress towards the Level 4 Diploma in Financial Planning Exposure to elements of Paraplanning in a previous role is desired Benefits Offering a salary of up to £36,000 Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! This is an opportunity to progress your career and blossom into a highly skilled paraplanner. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working on a Junior Paraplanner role in Harrogate. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Sep 10, 2025
Full time
Job Role: Junior Paraplanner Industry: Financial Services Location: Harrogate Salary: £36,000 (DOE) Job Reference: 9898 Are you an experienced administrator or Junior Paraplanner looking for the next step up in your career? RecruitUK are working in partnership with a growing forward-thinking financial services company based in Bristol. We're looking for a motivated and detail-oriented professional to join their dynamic team. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions. You'll play an important role in supporting the paraplanners and advisers, assisting with research and the preparation of suitability reports. From drafting and checking client documentation to helping with cash flow modelling and product comparisons, you'll ensure information is accurate, compliant, and delivered on time. Along the way, you'll gain hands-on experience of the full paraplanning process, with clear opportunities to develop your technical knowledge and progress your career. Responsibilities include Develop your ability to produce compliant reports and recommendations, with guidance from senior paraplanners. Build experience in researching client portfolios, asset allocation, and investment products. Take ownership of gathering valuations, quotations, and preparing application documentation. Learn to apply compliance requirements and internal policies to everyday tasks. Manage your workload effectively, keeping your line manager informed of progress. Commit to ongoing study and recording your professional development. Contribute to wider team tasks and responsibilities as needed. Apply Consumer Duty principles in all aspects of your work. What we're looking for Experience working as an IFA/ Wealth Management Administrator Knowledge of the Financial Services industry Proficient in databases and relevant software Must have progress towards the Level 4 Diploma in Financial Planning Exposure to elements of Paraplanning in a previous role is desired Benefits Offering a salary of up to £36,000 Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! This is an opportunity to progress your career and blossom into a highly skilled paraplanner. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working on a Junior Paraplanner role in Harrogate. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Financial Administrator Vacancy Boutique IFA firm SW London offices with hybrid working £35k basic salary plus benefits package 12 months of experience needed My client is a boutique wealth planning business with offices in South West London who have been operating for many years with significant financial backing. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators from the creatives industries. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of 10 staff with 3 advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. However, they have other businesses bolted on who offer different services. A vacancy has come available for a Financial Administrator with 16 - 12 months of experience in financial planning or similar who can administer all the necessary client services and back-office administration from start to finish. You will report into an Team Leader/Manager, and you will work in a team of 4 other administrators. You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £35k basic salary plus a comprehensive study support package and benefits. The role can progress into paraplanning or a more senior administrator/team leader. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 10, 2025
Full time
Financial Administrator Vacancy Boutique IFA firm SW London offices with hybrid working £35k basic salary plus benefits package 12 months of experience needed My client is a boutique wealth planning business with offices in South West London who have been operating for many years with significant financial backing. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators from the creatives industries. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of 10 staff with 3 advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. However, they have other businesses bolted on who offer different services. A vacancy has come available for a Financial Administrator with 16 - 12 months of experience in financial planning or similar who can administer all the necessary client services and back-office administration from start to finish. You will report into an Team Leader/Manager, and you will work in a team of 4 other administrators. You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £35k basic salary plus a comprehensive study support package and benefits. The role can progress into paraplanning or a more senior administrator/team leader. If this role sounds of interest or any other roles I am working on please get in touch.
Our Douglas-based Financial Services Client is enjoying tremendous growth and have ahead of them an exciting transformation programme. To support them through this, they require a Senior Administrator to join their EMC team to effectively manage the ongoing administration of externally managed accounts. As Senior Administrator here you will: Ensure compliance and regulatory legislation requirements are met and adhered to Work as part of a team in a collaborative and constructive manner Support to the rest of the team, including answering queries, checking, training, and coaching Completion of work to meet set service standards and deadlines Demonstrate awareness of the potential risks of activities performed and be able to evidence the controls in place to mitigate them Highlight any efficiency opportunities within the area, suggesting changes Identification and reporting of issues, with solutions suggested where possible Liaise with External Account Managers & Custodians (EMCs) to set up new external managed accounts as required, arrange payment to, or request money from, external managers as required Assist with reconciliations and data cleansing activities and the EMC Valuations team as required Deal with ad hoc correspondence and telephone queries from EMCs, financial advisers and company sales branches as required The ideal candidate for the role of Senior Administrator will have: Minimum of 2 years' experience within the Financial Services sector Minimum of 5 x GCSE (or equivalent) grade C or above, including English and Maths Keen awareness of GDPR requirements Detailed knowledge of Microsoft Office applications (Word, Excel, Outlook) Able to work within a team or own initiative Good administration, literacy, numeracy, planning and organisational skills Able to meet targets and goals with accurate results Understanding of various Investment instruments such as equities, bonds, collective investment Schemes, investment trusts, etc
Sep 10, 2025
Full time
Our Douglas-based Financial Services Client is enjoying tremendous growth and have ahead of them an exciting transformation programme. To support them through this, they require a Senior Administrator to join their EMC team to effectively manage the ongoing administration of externally managed accounts. As Senior Administrator here you will: Ensure compliance and regulatory legislation requirements are met and adhered to Work as part of a team in a collaborative and constructive manner Support to the rest of the team, including answering queries, checking, training, and coaching Completion of work to meet set service standards and deadlines Demonstrate awareness of the potential risks of activities performed and be able to evidence the controls in place to mitigate them Highlight any efficiency opportunities within the area, suggesting changes Identification and reporting of issues, with solutions suggested where possible Liaise with External Account Managers & Custodians (EMCs) to set up new external managed accounts as required, arrange payment to, or request money from, external managers as required Assist with reconciliations and data cleansing activities and the EMC Valuations team as required Deal with ad hoc correspondence and telephone queries from EMCs, financial advisers and company sales branches as required The ideal candidate for the role of Senior Administrator will have: Minimum of 2 years' experience within the Financial Services sector Minimum of 5 x GCSE (or equivalent) grade C or above, including English and Maths Keen awareness of GDPR requirements Detailed knowledge of Microsoft Office applications (Word, Excel, Outlook) Able to work within a team or own initiative Good administration, literacy, numeracy, planning and organisational skills Able to meet targets and goals with accurate results Understanding of various Investment instruments such as equities, bonds, collective investment Schemes, investment trusts, etc
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Sep 09, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Our client is seeking a dynamic Payroll Manager to join their rapidly growing company, offering an excellent opportunity to develop and grow alongside the business. We are looking to recruit an experienced Payroll Manager with a minimum of 3-5 years experience in a similar role, including proven experience in managing a team of Payroll Administrators. Experience of processing payrolls within a bureau or accountancy firm environment is desirable, though not essential. PAYROLL MANAGER'S DUTIES & RESPONSIBILITIES: To supervise and manage the overall function of the payroll bureau Efficient and accurate processing of payroll data Weekly/monthly payroll processing and preparation of all payroll reports and financial information Processing of year end Supervision of the payroll bureau team STAFF RESPONSIBILITIES FOR: 4 full time and 1 part time dedicated Payroll Administrators BRIEF DESCRIPTION OF MAIN DUTIES FOR THE PAYROLL MANAGER: Act as a senior point of contact for clients setting up payroll services, resolving escalated queries, and maintaining strong client relationships. Ensure compliance with best practices, government regulations and payroll tax obligations Assigning new payrolls to payroll administrators Efficient and accurate processing of payroll data including all payroll calculations, statutory payments/deductions etc, completion of journals Processing payrolled and P11D benefits in kind Doing manual calculations of tax, NI, statutory payments, pensions etc where needed Dealing with payroll related queries Maintenance of payroll database Processing of weekly/monthly payrolls, importing data Preparation of monthly payroll reconciliations, costing reports, other supplementary payroll reports and journals Processing starters, leavers and ongoing amendments etc Completion of year end duties and P60s Overseeing the auto enrolment and re-enrolment processes for clients Keeping up with payroll legislation changes and ensuring payroll processing is using latest legislation Helping director with new client quotes Support director with implementing process improvement projects Manage the implementation of software changes as and when relevant Billing, preparation of payroll client fee notes Setting up new clients SUPERVISION AND MANAGEMENT OF THE PAYROLL TEAM: Supervise and manage the overall performance of the team/department Analyse, report, make recommendations and develop strategies to improve quality, efficiency and productivity of the team Manage and drive recruitment and selection, individual performance management (appraisals) including under-performance, employee relations, disciplinary actions, induction, career development, succession planning for all team members Identify and source requisite technical training for all team members Manage and make recommendations on reward and remuneration for all team members Take responsibility for the growth of the team to meet the firm's objectives for the payroll bureau and to achieve profitable revenues Identify problems and recommend solutions to achieve sustainable success for the team and achieve a harmonious and effective work environment for the team Support the firm to achieve organisational goals, vision and objectives Responsible for training and induction of new staff and internal placements EXPERIENCE & SKILLS: CIPP qualified prefered but not essentail Previous payroll managerial experience ideally in a payroll bureau Strong organisation skills, attention to detail and follow through to resolve any outstanding issues Sound knowledge of Average Holiday Pay, National Minimum Wage and all statutory absence legislation Proactive, organised, and sound analytical/problem-solving skills Experience managing and developing payroll staff, with strong mentoring and team-building skills. Be able to lead a successful, stable payroll bureau and achieve client satisfaction, team synergy and incremental growth in line with the company's strategic business plans. IT/SOFTWARE: Payroll systems used BrightPay, Iris Payroll Professional, Paycircle BACS Access Pay Modulr Good knowledge of Microsoft Office, in particular Excel
Sep 09, 2025
Full time
Our client is seeking a dynamic Payroll Manager to join their rapidly growing company, offering an excellent opportunity to develop and grow alongside the business. We are looking to recruit an experienced Payroll Manager with a minimum of 3-5 years experience in a similar role, including proven experience in managing a team of Payroll Administrators. Experience of processing payrolls within a bureau or accountancy firm environment is desirable, though not essential. PAYROLL MANAGER'S DUTIES & RESPONSIBILITIES: To supervise and manage the overall function of the payroll bureau Efficient and accurate processing of payroll data Weekly/monthly payroll processing and preparation of all payroll reports and financial information Processing of year end Supervision of the payroll bureau team STAFF RESPONSIBILITIES FOR: 4 full time and 1 part time dedicated Payroll Administrators BRIEF DESCRIPTION OF MAIN DUTIES FOR THE PAYROLL MANAGER: Act as a senior point of contact for clients setting up payroll services, resolving escalated queries, and maintaining strong client relationships. Ensure compliance with best practices, government regulations and payroll tax obligations Assigning new payrolls to payroll administrators Efficient and accurate processing of payroll data including all payroll calculations, statutory payments/deductions etc, completion of journals Processing payrolled and P11D benefits in kind Doing manual calculations of tax, NI, statutory payments, pensions etc where needed Dealing with payroll related queries Maintenance of payroll database Processing of weekly/monthly payrolls, importing data Preparation of monthly payroll reconciliations, costing reports, other supplementary payroll reports and journals Processing starters, leavers and ongoing amendments etc Completion of year end duties and P60s Overseeing the auto enrolment and re-enrolment processes for clients Keeping up with payroll legislation changes and ensuring payroll processing is using latest legislation Helping director with new client quotes Support director with implementing process improvement projects Manage the implementation of software changes as and when relevant Billing, preparation of payroll client fee notes Setting up new clients SUPERVISION AND MANAGEMENT OF THE PAYROLL TEAM: Supervise and manage the overall performance of the team/department Analyse, report, make recommendations and develop strategies to improve quality, efficiency and productivity of the team Manage and drive recruitment and selection, individual performance management (appraisals) including under-performance, employee relations, disciplinary actions, induction, career development, succession planning for all team members Identify and source requisite technical training for all team members Manage and make recommendations on reward and remuneration for all team members Take responsibility for the growth of the team to meet the firm's objectives for the payroll bureau and to achieve profitable revenues Identify problems and recommend solutions to achieve sustainable success for the team and achieve a harmonious and effective work environment for the team Support the firm to achieve organisational goals, vision and objectives Responsible for training and induction of new staff and internal placements EXPERIENCE & SKILLS: CIPP qualified prefered but not essentail Previous payroll managerial experience ideally in a payroll bureau Strong organisation skills, attention to detail and follow through to resolve any outstanding issues Sound knowledge of Average Holiday Pay, National Minimum Wage and all statutory absence legislation Proactive, organised, and sound analytical/problem-solving skills Experience managing and developing payroll staff, with strong mentoring and team-building skills. Be able to lead a successful, stable payroll bureau and achieve client satisfaction, team synergy and incremental growth in line with the company's strategic business plans. IT/SOFTWARE: Payroll systems used BrightPay, Iris Payroll Professional, Paycircle BACS Access Pay Modulr Good knowledge of Microsoft Office, in particular Excel
Can you bring your financial expertise to help strengthen the UK's leading patient-led kidney charity? The National Kidney Federation (NKF) is a unique, independent UK charity run by kidney patients for kidney patients. They are seeking a talented and motivated Senior Accounts Administrator to lead on all aspects of their financial management and administration, ensuring this vital organisation continues to thrive and deliver for patients across the UK. Job Title: Senior Accounts Administrator Reporting to: Office Manager Location: NKF HQ (North Nottinghamshire) Salary: £30,000 Hours: 36 hours per week Perks and Benefits: At NKF, they value their people and offer a supportive working environment with: - Up to six weeks of annual leave (25 days rising to 30), plus bank holidays - Early Friday finish and Christmas shutdown - Pension scheme with up to 8% employer contribution - Death in service insurance worth three times your salary - Free car parking at HQ About the Role As Senior Accounts Administrator , you will be the backbone of NKF's financial operations. From preparing budgets and forecasts, to managing payroll, pensions, and reconciliations, your work will ensure the charity's resources are used effectively to support kidney patients nationwide. You'll produce clear, accurate financial reports for trustees and colleagues, helping them make informed decisions, and provide insight to support fundraising, grant applications, and new initiatives. This is a hands-on role with both strategic and day-to-day responsibilities, perfect for someone who enjoys variety and wants to make a meaningful difference through their work. Key Responsibilities: - Lead on annual budgets, forecasts, and long-term financial plans - Produce month-end and year-end accounts in line with charity finance law and SORP - Oversee payroll, pensions, HMRC returns, reconciliations, and expenditure controls - Liaise with auditors and coordinate annual audits - Provide financial insight to trustees, management, and non-financial colleagues - Support fundraising and income-generating activities through financial analysis - Manage day-to-day accounts admin including expenses, invoicing, and supplier queries About You: We're looking for a detail-focused, proactive, and collaborative finance professional who is ready to take ownership of NKF's financial processes. You'll combine technical expertise with the ability to explain numbers clearly to non-financial colleagues and trustees. You'll need: - An AAT qualification (or equivalent) - Strong knowledge of charity finance law, SORP, and regulatory requirements - Experience in budgeting, forecasting, and financial planning - IT proficiency with strong accounting systems skills (e.g. Xero, CRM, Microsoft, Blackbaud) - Excellent communication and organisational skills This is a chance to join NKF at an exciting time. With a growing reputation, a refreshed five-year strategy, and a committed team, you'll have the opportunity to use your financial skills to make a lasting difference for kidney patients across the UK. How to Apply: Please get in touch with Priya Vencatasawmy at Charity People. The role will close on 19th September at 12pm. Interviews will take place w/c 22nd September. Charity People is a forward thinking, inclusive organisation that actively and deliberately promotes equity, diversity and inclusion. We know organisations thrive when inclusion is at the forefront. We evidence our commitment by matching charity needs with the skills and experience of candidates irrespective of background e.g. age, disability (including hidden disabilities), gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We do this because we believe that greater diversity leads to greater results for the charities we work with.
Sep 09, 2025
Full time
Can you bring your financial expertise to help strengthen the UK's leading patient-led kidney charity? The National Kidney Federation (NKF) is a unique, independent UK charity run by kidney patients for kidney patients. They are seeking a talented and motivated Senior Accounts Administrator to lead on all aspects of their financial management and administration, ensuring this vital organisation continues to thrive and deliver for patients across the UK. Job Title: Senior Accounts Administrator Reporting to: Office Manager Location: NKF HQ (North Nottinghamshire) Salary: £30,000 Hours: 36 hours per week Perks and Benefits: At NKF, they value their people and offer a supportive working environment with: - Up to six weeks of annual leave (25 days rising to 30), plus bank holidays - Early Friday finish and Christmas shutdown - Pension scheme with up to 8% employer contribution - Death in service insurance worth three times your salary - Free car parking at HQ About the Role As Senior Accounts Administrator , you will be the backbone of NKF's financial operations. From preparing budgets and forecasts, to managing payroll, pensions, and reconciliations, your work will ensure the charity's resources are used effectively to support kidney patients nationwide. You'll produce clear, accurate financial reports for trustees and colleagues, helping them make informed decisions, and provide insight to support fundraising, grant applications, and new initiatives. This is a hands-on role with both strategic and day-to-day responsibilities, perfect for someone who enjoys variety and wants to make a meaningful difference through their work. Key Responsibilities: - Lead on annual budgets, forecasts, and long-term financial plans - Produce month-end and year-end accounts in line with charity finance law and SORP - Oversee payroll, pensions, HMRC returns, reconciliations, and expenditure controls - Liaise with auditors and coordinate annual audits - Provide financial insight to trustees, management, and non-financial colleagues - Support fundraising and income-generating activities through financial analysis - Manage day-to-day accounts admin including expenses, invoicing, and supplier queries About You: We're looking for a detail-focused, proactive, and collaborative finance professional who is ready to take ownership of NKF's financial processes. You'll combine technical expertise with the ability to explain numbers clearly to non-financial colleagues and trustees. You'll need: - An AAT qualification (or equivalent) - Strong knowledge of charity finance law, SORP, and regulatory requirements - Experience in budgeting, forecasting, and financial planning - IT proficiency with strong accounting systems skills (e.g. Xero, CRM, Microsoft, Blackbaud) - Excellent communication and organisational skills This is a chance to join NKF at an exciting time. With a growing reputation, a refreshed five-year strategy, and a committed team, you'll have the opportunity to use your financial skills to make a lasting difference for kidney patients across the UK. How to Apply: Please get in touch with Priya Vencatasawmy at Charity People. The role will close on 19th September at 12pm. Interviews will take place w/c 22nd September. Charity People is a forward thinking, inclusive organisation that actively and deliberately promotes equity, diversity and inclusion. We know organisations thrive when inclusion is at the forefront. We evidence our commitment by matching charity needs with the skills and experience of candidates irrespective of background e.g. age, disability (including hidden disabilities), gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We do this because we believe that greater diversity leads to greater results for the charities we work with.
An exciting opportunity has arisen for an experienced Financial Controller to join a fast-growing organisation within the healthcare sector. This is a pivotal role, leading the finance team and ensuring the delivery of accurate, timely, and insightful financial information to support board-level decision-making. The position is well-suited to a qualified accountant who combines technical expertise with strong commercial acumen. You ll oversee payroll, management accounts, cashflow forecasting, budgets, and financial reporting, while also playing a key role in supporting future business growth. Key Responsibilities Lead, develop, and manage the finance team (Finance Manager, Senior Credit Controller, Finance Administrator). Deliver accurate monthly management accounts and MI pack, including variance analysis and commentary. Oversee annual budgeting and rolling forecasts (P&L, balance sheet, cashflow). Manage payroll compliance for both salaried and weekly staff. Own and update the 13-week rolling cashflow forecast, ensuring proactive debtor management. Oversee AP/AR, billing, and credit control, maintaining accuracy and efficiency. Ensure strong financial controls, reconciliations, and audit readiness. Support growth through financial modelling, scenario planning, and costings for new tenders/contracts. Partner with senior leadership, providing financial insight to aid strategic decisions. Qualifications & Experience Qualified Accountant (ACA, ACCA, CIMA). Proven experience as a Financial Controller, Finance Manager, or similar role. Strong knowledge of UK GAAP, tax, and compliance. Skilled in payroll, budgets, forecasts, and financial controls. Advanced Excel and finance systems experience. Background in healthcare or multi-site services is desirable. Experience supporting tenders or bids advantageous. Skills & Attributes High attention to detail with excellent problem-solving ability. Strong leadership and team management skills. Ability to communicate financial information to non-finance colleagues. Commercially minded, proactive, and comfortable working in a fast-growth environment. Package & Benefits £70,000 £75,000 base salary (depending on experience). Pension and benefits package. Bonus potential linked to company performance and EBITDA growth. Hybrid working model office + remote.
Sep 08, 2025
Full time
An exciting opportunity has arisen for an experienced Financial Controller to join a fast-growing organisation within the healthcare sector. This is a pivotal role, leading the finance team and ensuring the delivery of accurate, timely, and insightful financial information to support board-level decision-making. The position is well-suited to a qualified accountant who combines technical expertise with strong commercial acumen. You ll oversee payroll, management accounts, cashflow forecasting, budgets, and financial reporting, while also playing a key role in supporting future business growth. Key Responsibilities Lead, develop, and manage the finance team (Finance Manager, Senior Credit Controller, Finance Administrator). Deliver accurate monthly management accounts and MI pack, including variance analysis and commentary. Oversee annual budgeting and rolling forecasts (P&L, balance sheet, cashflow). Manage payroll compliance for both salaried and weekly staff. Own and update the 13-week rolling cashflow forecast, ensuring proactive debtor management. Oversee AP/AR, billing, and credit control, maintaining accuracy and efficiency. Ensure strong financial controls, reconciliations, and audit readiness. Support growth through financial modelling, scenario planning, and costings for new tenders/contracts. Partner with senior leadership, providing financial insight to aid strategic decisions. Qualifications & Experience Qualified Accountant (ACA, ACCA, CIMA). Proven experience as a Financial Controller, Finance Manager, or similar role. Strong knowledge of UK GAAP, tax, and compliance. Skilled in payroll, budgets, forecasts, and financial controls. Advanced Excel and finance systems experience. Background in healthcare or multi-site services is desirable. Experience supporting tenders or bids advantageous. Skills & Attributes High attention to detail with excellent problem-solving ability. Strong leadership and team management skills. Ability to communicate financial information to non-finance colleagues. Commercially minded, proactive, and comfortable working in a fast-growth environment. Package & Benefits £70,000 £75,000 base salary (depending on experience). Pension and benefits package. Bonus potential linked to company performance and EBITDA growth. Hybrid working model office + remote.
Exchange Street Claims & Financial Services
Sale, Cheshire
You want to be a financial planner - but not yet. For now you want to pass more exams, learn more and be, well, more "ready". But at the same time you don't want to drift. You want a plan, a strategy. For a company to tell you how your career will develop with them and when you'll be a financial planner. Vague promises won't do.If your current firm can't do that, this one can.At this Chartered IFA business you'll start as an administrator. But you'll develop into a paraplanner (or Client Manager is a more accurate term given the client interaction you'll have). And if you want to be a planner they can make that happen in roughly five years time. And they can deliver on this because they've already done so with four other people before you. All joined to provide support to the planning team but all three are now at varying stages of their advice career. To start with you'll work with senior planners who will help unlock your potential whilst you support them day to day. In the medium term you'll spend more and more time with clients, attending every meeting with your planner. And all the while, the focus will also be on developing your soft skills so that you can become an adviser. Alongside being acquisitive, this firm are growing organically at 20% a year anyway. So whilst advice won't happen in the short-term, the resources to do it well and successfully will be in place once you're ready. Starting salary will depend on the individual and be up to c£28,000. Alongside that your pay will be under review - as you develop your career so your salary will increase. Plus there's a bonus scheme and benefits package. The firm also operates flexi-working Monday-Thursday 8am-5pm or 9am-6pm with a half day finish on Friday (1pm). It's not quite a 4 day week but it certainly extends your weekend. This is a vibrant financial planning firm with a leadership team much younger than most firms in the profession. So your energy and ambition will be welcomed, not stifled. HERE'S WHAT YOU'LL NEED:You'll have admin experience in a financial planning firm as an administrator. You'll be an energetic team player. Someone who values collaboration and learning from others. You will see the benefit of being in the office, learning from others. You don't need to have started your level 4 studies. But you'll want to secure your diploma with the firm's support. -Need more than vague assurances? Click apply. If you don't have an up to date CV don't worry about that, we can sort that later.Everyone will get a response.
Sep 08, 2025
Full time
You want to be a financial planner - but not yet. For now you want to pass more exams, learn more and be, well, more "ready". But at the same time you don't want to drift. You want a plan, a strategy. For a company to tell you how your career will develop with them and when you'll be a financial planner. Vague promises won't do.If your current firm can't do that, this one can.At this Chartered IFA business you'll start as an administrator. But you'll develop into a paraplanner (or Client Manager is a more accurate term given the client interaction you'll have). And if you want to be a planner they can make that happen in roughly five years time. And they can deliver on this because they've already done so with four other people before you. All joined to provide support to the planning team but all three are now at varying stages of their advice career. To start with you'll work with senior planners who will help unlock your potential whilst you support them day to day. In the medium term you'll spend more and more time with clients, attending every meeting with your planner. And all the while, the focus will also be on developing your soft skills so that you can become an adviser. Alongside being acquisitive, this firm are growing organically at 20% a year anyway. So whilst advice won't happen in the short-term, the resources to do it well and successfully will be in place once you're ready. Starting salary will depend on the individual and be up to c£28,000. Alongside that your pay will be under review - as you develop your career so your salary will increase. Plus there's a bonus scheme and benefits package. The firm also operates flexi-working Monday-Thursday 8am-5pm or 9am-6pm with a half day finish on Friday (1pm). It's not quite a 4 day week but it certainly extends your weekend. This is a vibrant financial planning firm with a leadership team much younger than most firms in the profession. So your energy and ambition will be welcomed, not stifled. HERE'S WHAT YOU'LL NEED:You'll have admin experience in a financial planning firm as an administrator. You'll be an energetic team player. Someone who values collaboration and learning from others. You will see the benefit of being in the office, learning from others. You don't need to have started your level 4 studies. But you'll want to secure your diploma with the firm's support. -Need more than vague assurances? Click apply. If you don't have an up to date CV don't worry about that, we can sort that later.Everyone will get a response.
Senior Legal Administrator North London Office Based 9am 5:30pm £32,000 Our client a legal company are looking for a switched on and experienced Senior Legal Administrator to join their growing team. The role is to provide cost effective administrative support across the business. The client is looking for someone with supervisory experience and who is bright, and approachable. Senior Legal Administrator Duties: Oversee day-to-day administrative procedures/systems. Devise ways to streamline processes to ensure optimal efficiency in areas, including: Managing the client onboarding process Acting as an escalation point for junior administrators To be able to deal with client issues and matters raised by solicitors Assisting with budget planning and tracking, and ensuring compliance with financial regulations. Senior Legal Administrator Specification: To have experience in an admin supervisory role within a law firm Firm understanding of legal administrative and compliance related processes A strong and personable team player with a proven track record in overseeing people and processes Exceptional organisational and analytical skills Strong leadership and team building skills Excellent oral and written communication skills What you need to do now: If you're interested in this vacancy, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. Magpie Recruitment acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Sep 08, 2025
Full time
Senior Legal Administrator North London Office Based 9am 5:30pm £32,000 Our client a legal company are looking for a switched on and experienced Senior Legal Administrator to join their growing team. The role is to provide cost effective administrative support across the business. The client is looking for someone with supervisory experience and who is bright, and approachable. Senior Legal Administrator Duties: Oversee day-to-day administrative procedures/systems. Devise ways to streamline processes to ensure optimal efficiency in areas, including: Managing the client onboarding process Acting as an escalation point for junior administrators To be able to deal with client issues and matters raised by solicitors Assisting with budget planning and tracking, and ensuring compliance with financial regulations. Senior Legal Administrator Specification: To have experience in an admin supervisory role within a law firm Firm understanding of legal administrative and compliance related processes A strong and personable team player with a proven track record in overseeing people and processes Exceptional organisational and analytical skills Strong leadership and team building skills Excellent oral and written communication skills What you need to do now: If you're interested in this vacancy, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. Magpie Recruitment acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
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
Sep 08, 2025
Full time
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
Senior IFA Administrator Boutique Chartered IFA firm (Surrey) Up to £45k basic salary plus bonuses Offices near Esher/Kingston Attractive benefits package on offer My client are a Chartered Independent Financial Advice firm based in Surrey near Esher. I have met the Directors and placed 5 staff into the business. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Protections and esoteric schemes such as VTC & EIS. They also do Wills and Trusts as well as Powers of Attorney. The business has built a loyal book of 500 clients who are a mix of families, retirees and business owners based across Surrey. Clients hold investable assets between £500k - £10m. The advisers are busier than ever and are generating lots of new business through recommendation and referral. The business has a lot of very long standing relations with local charities and businesses and are very engaged in the local community. They gain a lot of their new business through recommendation and referral and do not give targets for their staff as they feel this is the wrong type of ethos. As a result of this, they are looking for a brand new Senior IFA Administrator to work on a 1-2-1 basis with one of the Chartered Advisers. The role will be working directly with the adviser and assisting them with all necessary administrative support to enable them to offer the highest quality service to their clients. You will attend some client meetings and do all pre and post meeting work on behalf of the adviser and all necessary client servicing work. If you have knowledge of Intelligent Office this will be highly advantageous. The role will pay between £35k - £45k plus a full benefits package. The role will be office based with the occasional bit of working from home. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.
Sep 08, 2025
Full time
Senior IFA Administrator Boutique Chartered IFA firm (Surrey) Up to £45k basic salary plus bonuses Offices near Esher/Kingston Attractive benefits package on offer My client are a Chartered Independent Financial Advice firm based in Surrey near Esher. I have met the Directors and placed 5 staff into the business. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Protections and esoteric schemes such as VTC & EIS. They also do Wills and Trusts as well as Powers of Attorney. The business has built a loyal book of 500 clients who are a mix of families, retirees and business owners based across Surrey. Clients hold investable assets between £500k - £10m. The advisers are busier than ever and are generating lots of new business through recommendation and referral. The business has a lot of very long standing relations with local charities and businesses and are very engaged in the local community. They gain a lot of their new business through recommendation and referral and do not give targets for their staff as they feel this is the wrong type of ethos. As a result of this, they are looking for a brand new Senior IFA Administrator to work on a 1-2-1 basis with one of the Chartered Advisers. The role will be working directly with the adviser and assisting them with all necessary administrative support to enable them to offer the highest quality service to their clients. You will attend some client meetings and do all pre and post meeting work on behalf of the adviser and all necessary client servicing work. If you have knowledge of Intelligent Office this will be highly advantageous. The role will pay between £35k - £45k plus a full benefits package. The role will be office based with the occasional bit of working from home. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.
Senior IFA Administrator - Financial Planning Location: Warwick Salary: Up to £35,000 DOE Benefits Full-Time Permanent NJR Recruitment is delighted to be representing a highly respected and growing financial planning firm, now seeking an experienced Senior IFA Administrator to join their Warwick office. This is a varied and rewarding role where you'll be supporting Office Managers and Financial Planners in delivering a high-quality, compliant service to clients. You'll also act as a role model to the administration team, sharing expertise and helping to develop others. Key Responsibilities Prepare valuation reports, performance documentation, and adviser review packs Process new business and ensure all compliance documentation is in place Liaise with providers to obtain policy information, illustrations, and valuations Manage client instructions, withdrawals, and fund switches in line with FCA and MiFID II requirements Maintain accurate client records on the back-office system Provide post-review summaries to clients and keep them updated on progress Support complex cases across investments, pensions, protection, and mortgages Assist with research and prepare fund switch reports using FE Analytics Mentor and coach junior administrators to ensure consistent quality What We're Looking For Minimum of 5 years' experience as an IFA Administrator Proven ability to handle complex client work and high-profile cases Excellent communication and relationship management skills Strong technical knowledge of financial products and compliance requirements Proficient in back-office systems and Microsoft Office Exceptional attention to detail and organisational skills What's on Offer Salary up to £35,000 DOE 3% employer pension contribution 23 days holiday bank holidays (rising with service) Life cover (4x salary), income protection, company sick pay Employee Assistance Programme & financial wellbeing support Hybrid working - up to 2 days WFH Apply Now If you are a skilled financial planning administrator ready to take on a senior role in a supportive and forward-thinking business, we'd love to hear from you. Apply today NJR15961
Sep 08, 2025
Full time
Senior IFA Administrator - Financial Planning Location: Warwick Salary: Up to £35,000 DOE Benefits Full-Time Permanent NJR Recruitment is delighted to be representing a highly respected and growing financial planning firm, now seeking an experienced Senior IFA Administrator to join their Warwick office. This is a varied and rewarding role where you'll be supporting Office Managers and Financial Planners in delivering a high-quality, compliant service to clients. You'll also act as a role model to the administration team, sharing expertise and helping to develop others. Key Responsibilities Prepare valuation reports, performance documentation, and adviser review packs Process new business and ensure all compliance documentation is in place Liaise with providers to obtain policy information, illustrations, and valuations Manage client instructions, withdrawals, and fund switches in line with FCA and MiFID II requirements Maintain accurate client records on the back-office system Provide post-review summaries to clients and keep them updated on progress Support complex cases across investments, pensions, protection, and mortgages Assist with research and prepare fund switch reports using FE Analytics Mentor and coach junior administrators to ensure consistent quality What We're Looking For Minimum of 5 years' experience as an IFA Administrator Proven ability to handle complex client work and high-profile cases Excellent communication and relationship management skills Strong technical knowledge of financial products and compliance requirements Proficient in back-office systems and Microsoft Office Exceptional attention to detail and organisational skills What's on Offer Salary up to £35,000 DOE 3% employer pension contribution 23 days holiday bank holidays (rising with service) Life cover (4x salary), income protection, company sick pay Employee Assistance Programme & financial wellbeing support Hybrid working - up to 2 days WFH Apply Now If you are a skilled financial planning administrator ready to take on a senior role in a supportive and forward-thinking business, we'd love to hear from you. Apply today NJR15961
Jo (Mrs H) at Avocet Commercial Careers has an electrifying opportunity for an ambitious Paraplanner with a rapidly expanding wealth management powerhouse in Taunton. This isn't your typical paraplanning position - it's your launchpad into a dynamic, fast-paced environment where you'll gain invaluable experience while helping shape the future of a company that's actively transforming the wealth management landscape! About the Client Our client is a leading firm in the wealth management sector, offering comprehensive services across the entire wealth value chain - from financial planning and investment management to platform, trading, settlement, and custody services. Their modular approach allows clients to adjust their business models as needed, positioning them at the forefront of industry innovation. About the Role This hybrid working opportunity (hybrid position available after probation) in Taunton offers the perfect blend of flexibility and career acceleration. You'll be joining a chartered financial planning company during an exciting growth phase, where your contribution will directly impact operational excellence. This role combines the energy of a start-up environment with the security of established backing - perfect for an ambitious paraplanner ready to take their career to the next level while working with cutting-edge processes and systems. Paraplanner Responsibilities Lead process improvements by bringing structure and attention to detail across all operational workflows Prepare high-quality suitability reports for investments, pensions, and protection products Ensure comprehensive case oversight - tracking, chasing, and progressing every case without delays Manage provider follow-ups using automated systems (Outlook and CRM) to eliminate bottlenecks Maintain accurate client records and detailed case notes in Enable CRM system Collaborate closely with advisers and administrators to drive accountability and maintain high standards Take ownership of workflow efficiency, ensuring cases are managed seamlessly from start to finish Reduce the need for management intervention through proactive case management Contribute to team development and process refinement initiatives Paraplanner Requirements Minimum 1+ years' experience as a paraplanner with ambition to become a senior team member Detail-oriented and highly organised - you thrive when creating order and spotting errors Process-minded problem solver who enjoys building and refining workflows for maximum efficiency Self-starter mentality - you see what needs to be done and take the lead without waiting for instructions Tech-savvy with comfort using CRMs, task management systems, and Outlook automations Strong communication skills for effective collaboration with advisers and administrators Ability to work efficiently in a fast-paced, rapidly changing environment Commitment to maintaining high standards and driving continuous improvement Benefits £40,000 - £46,000 depending on experience Performance-related additional earnings potential 28 days holiday 3 would be allocated for Christmas shutdown plus banks hols Hybrid setting after probation has been passed first 3 months will be fully office based Company pension scheme and Group Life Assurance Health Cash Plan The Ideal Candidate You're an ambitious paraplanner who's ready to step up and make a real impact in a fast-growing wealth management firm. With your keen eye for detail and natural problem-solving abilities, you don't just complete tasks - you improve processes and drive efficiency. You thrive in dynamic environments where no two days are the same, and you're excited by the prospect of working with cutting-edge systems while contributing to a company's rapid expansion. Your self-starting attitude and tech-savvy approach make you the perfect fit for a role that combines operational excellence with genuine career advancement opportunities. Contact Jo (Mrs H) at Avocet Commercial Careers for a discussion about this great opportunity.
Sep 08, 2025
Full time
Jo (Mrs H) at Avocet Commercial Careers has an electrifying opportunity for an ambitious Paraplanner with a rapidly expanding wealth management powerhouse in Taunton. This isn't your typical paraplanning position - it's your launchpad into a dynamic, fast-paced environment where you'll gain invaluable experience while helping shape the future of a company that's actively transforming the wealth management landscape! About the Client Our client is a leading firm in the wealth management sector, offering comprehensive services across the entire wealth value chain - from financial planning and investment management to platform, trading, settlement, and custody services. Their modular approach allows clients to adjust their business models as needed, positioning them at the forefront of industry innovation. About the Role This hybrid working opportunity (hybrid position available after probation) in Taunton offers the perfect blend of flexibility and career acceleration. You'll be joining a chartered financial planning company during an exciting growth phase, where your contribution will directly impact operational excellence. This role combines the energy of a start-up environment with the security of established backing - perfect for an ambitious paraplanner ready to take their career to the next level while working with cutting-edge processes and systems. Paraplanner Responsibilities Lead process improvements by bringing structure and attention to detail across all operational workflows Prepare high-quality suitability reports for investments, pensions, and protection products Ensure comprehensive case oversight - tracking, chasing, and progressing every case without delays Manage provider follow-ups using automated systems (Outlook and CRM) to eliminate bottlenecks Maintain accurate client records and detailed case notes in Enable CRM system Collaborate closely with advisers and administrators to drive accountability and maintain high standards Take ownership of workflow efficiency, ensuring cases are managed seamlessly from start to finish Reduce the need for management intervention through proactive case management Contribute to team development and process refinement initiatives Paraplanner Requirements Minimum 1+ years' experience as a paraplanner with ambition to become a senior team member Detail-oriented and highly organised - you thrive when creating order and spotting errors Process-minded problem solver who enjoys building and refining workflows for maximum efficiency Self-starter mentality - you see what needs to be done and take the lead without waiting for instructions Tech-savvy with comfort using CRMs, task management systems, and Outlook automations Strong communication skills for effective collaboration with advisers and administrators Ability to work efficiently in a fast-paced, rapidly changing environment Commitment to maintaining high standards and driving continuous improvement Benefits £40,000 - £46,000 depending on experience Performance-related additional earnings potential 28 days holiday 3 would be allocated for Christmas shutdown plus banks hols Hybrid setting after probation has been passed first 3 months will be fully office based Company pension scheme and Group Life Assurance Health Cash Plan The Ideal Candidate You're an ambitious paraplanner who's ready to step up and make a real impact in a fast-growing wealth management firm. With your keen eye for detail and natural problem-solving abilities, you don't just complete tasks - you improve processes and drive efficiency. You thrive in dynamic environments where no two days are the same, and you're excited by the prospect of working with cutting-edge systems while contributing to a company's rapid expansion. Your self-starting attitude and tech-savvy approach make you the perfect fit for a role that combines operational excellence with genuine career advancement opportunities. Contact Jo (Mrs H) at Avocet Commercial Careers for a discussion about this great opportunity.
Senior Property Manager The role involves working within a team of three Property Managers and requires someone with solid experience in residential property management. You must have a strong understanding of property legislation and compliance and be confident managing a portfolio independently. Senior Property Manager Check diary every day for property visits, move ins, check outs and organise as necessary with relevant person(s) or company. Take out forward chase each day and deal with. Take calls for property management issues. Management issues must be lodged on the software system STREET which is a task diary system. Answer the phone put through to relevant staff member. Check emails and reply. General property management to be dealt with. Works orders to be created and forward chase task. If tenant does not want to renew. Advise Negotiator with contact details of property so they can arrange viewings and relet. Senior Property Manager Organise gas certificate renewals with contractor. Organise electrical certificates and PAT tests. Landlord licences to be organised with landlord in the areas that are taking part. Section notices to go out as required. Letters to be sent out when required. Property visits to be booked and carried out by Property Manager. Put invoice details onto Software system for maintenance works etc. Produce invoices on software system for payment with landlords. To be emailed to them and not posted unless advised otherwise. Scan files and save documents into system. Complete file checklist that all has been done and then hand accounts for payment with relevant invoices. Lodge deposits on Deposit Protection. When DPS certificate received save and send property information to tenants. Contact all utilities via system with readings etc for tenant move in. Senior Property Manager Book inventories /check out reports with relevant companies. Ask Negotiators day and time that is required and advise negotiator to advise the tenants. When inventory report back to be added to software system send copy to tenant and landlord Make sure signed by tenant(s). When check out is back check again original report if there any deductions liaise with tenant(s) and landlord within 10 days. Arrange deposits to go back to relevant persons within 10 days. Organise cleaning or maintenance at end of tenancy if required. Software diary system is be kept up to date. This is important especially for certificates, maintenance issues, property visits. Landlords and tenants to be kept up to date with all repairs by email and recorded in software system. Advise landlords on possession proceedings relating to rent arrears. Organise rental insurance claims. Attending possession hearings. Liaise with landlord and tenant when there are any conflicts. Property visit reports sent to landlord and any issues tenant to be contacted. Any maintenance to be recorded. Senior Property Manager Basic salary £36,000 to £40,000 depending on experience. Working hours 8:30am to 6:00pm Monday to Friday. Saturdays (Ideally available to work one Saturday per month with a day off in lieu - preferred but not essential). Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website at (url removed) for online Estate Agency vacancies. Find Steve King on LinkedIn.
Sep 08, 2025
Full time
Senior Property Manager The role involves working within a team of three Property Managers and requires someone with solid experience in residential property management. You must have a strong understanding of property legislation and compliance and be confident managing a portfolio independently. Senior Property Manager Check diary every day for property visits, move ins, check outs and organise as necessary with relevant person(s) or company. Take out forward chase each day and deal with. Take calls for property management issues. Management issues must be lodged on the software system STREET which is a task diary system. Answer the phone put through to relevant staff member. Check emails and reply. General property management to be dealt with. Works orders to be created and forward chase task. If tenant does not want to renew. Advise Negotiator with contact details of property so they can arrange viewings and relet. Senior Property Manager Organise gas certificate renewals with contractor. Organise electrical certificates and PAT tests. Landlord licences to be organised with landlord in the areas that are taking part. Section notices to go out as required. Letters to be sent out when required. Property visits to be booked and carried out by Property Manager. Put invoice details onto Software system for maintenance works etc. Produce invoices on software system for payment with landlords. To be emailed to them and not posted unless advised otherwise. Scan files and save documents into system. Complete file checklist that all has been done and then hand accounts for payment with relevant invoices. Lodge deposits on Deposit Protection. When DPS certificate received save and send property information to tenants. Contact all utilities via system with readings etc for tenant move in. Senior Property Manager Book inventories /check out reports with relevant companies. Ask Negotiators day and time that is required and advise negotiator to advise the tenants. When inventory report back to be added to software system send copy to tenant and landlord Make sure signed by tenant(s). When check out is back check again original report if there any deductions liaise with tenant(s) and landlord within 10 days. Arrange deposits to go back to relevant persons within 10 days. Organise cleaning or maintenance at end of tenancy if required. Software diary system is be kept up to date. This is important especially for certificates, maintenance issues, property visits. Landlords and tenants to be kept up to date with all repairs by email and recorded in software system. Advise landlords on possession proceedings relating to rent arrears. Organise rental insurance claims. Attending possession hearings. Liaise with landlord and tenant when there are any conflicts. Property visit reports sent to landlord and any issues tenant to be contacted. Any maintenance to be recorded. Senior Property Manager Basic salary £36,000 to £40,000 depending on experience. Working hours 8:30am to 6:00pm Monday to Friday. Saturdays (Ideally available to work one Saturday per month with a day off in lieu - preferred but not essential). Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website at (url removed) for online Estate Agency vacancies. Find Steve King on LinkedIn.
Lettings Manager Basic salary to £35,000 plus £1,500 car allowance plus both personal and office commission. On target earnings are very realistically £60,000 to £65,000. 1 Saturday off per month. We are looking for an experienced and knowledgeable Lettings Manager to lead a Lettings operation where you will work with an established team and will oversee the end-to-end lettings process, ensure compliance with current lettings legislation, and manage a team of 2 Property Managers, Lettings Administrator and a Senior Lettings Negotiator. You will need extensive experience in Residential Lettings and a thorough understanding of legislation with a proactive, customer-focused attitude. Lettings Manager The role will be ideal for a Senior Lettings Consultant looking to make the next step in their career or someone currently working in a management role already, but within an environment which is failing to recognise their full potential or limited opportunity to improve earning potential. Lettings Manager Manage all aspects of the lettings process from instruction to move-in. Ensure compliance with all relevant letting s legislation and regulatory requirements. Must be up to date with The Renters Rights Bill. Conduct property rental valuations and viewings as required alongside the Senior Lettings Negotiator. Liaise with landlords and tenants. Manage tenancy agreements, renewals, deposit handling, and right-to-rent checks alongside. Keep up to date with changing legislation and implement necessary process changes. Develop and maintain strong relationships with landlords and tenants. Work to agreed targets and KPI's, including lettings performance and occupancy rates. Coordinate with property management and accounts team as needed. Lettings Manager All staff are expected to be all-rounders so basically everyone in the office can do everyone else's job. Lettings Manager Basic salary to £35,000 plus £1,500 car allowance plus both personal and office commission. On target earnings are very realistically £60,000 to £65,000. Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Sep 08, 2025
Full time
Lettings Manager Basic salary to £35,000 plus £1,500 car allowance plus both personal and office commission. On target earnings are very realistically £60,000 to £65,000. 1 Saturday off per month. We are looking for an experienced and knowledgeable Lettings Manager to lead a Lettings operation where you will work with an established team and will oversee the end-to-end lettings process, ensure compliance with current lettings legislation, and manage a team of 2 Property Managers, Lettings Administrator and a Senior Lettings Negotiator. You will need extensive experience in Residential Lettings and a thorough understanding of legislation with a proactive, customer-focused attitude. Lettings Manager The role will be ideal for a Senior Lettings Consultant looking to make the next step in their career or someone currently working in a management role already, but within an environment which is failing to recognise their full potential or limited opportunity to improve earning potential. Lettings Manager Manage all aspects of the lettings process from instruction to move-in. Ensure compliance with all relevant letting s legislation and regulatory requirements. Must be up to date with The Renters Rights Bill. Conduct property rental valuations and viewings as required alongside the Senior Lettings Negotiator. Liaise with landlords and tenants. Manage tenancy agreements, renewals, deposit handling, and right-to-rent checks alongside. Keep up to date with changing legislation and implement necessary process changes. Develop and maintain strong relationships with landlords and tenants. Work to agreed targets and KPI's, including lettings performance and occupancy rates. Coordinate with property management and accounts team as needed. Lettings Manager All staff are expected to be all-rounders so basically everyone in the office can do everyone else's job. Lettings Manager Basic salary to £35,000 plus £1,500 car allowance plus both personal and office commission. On target earnings are very realistically £60,000 to £65,000. Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Estate Agent Senior Sales Negotiator / Lister Basic salary £20,000 with 5% commission of your personal listings and 5% of your personal sales with on target earnings of £40,000. Estate Agent Senior Sales Negotiator / Lister If you are looking for your next career move up the property ladder we would like to hear from you. Estate Agent Senior Sales Negotiator / Lister You will have the necessary attributes to be a champion of Residential Property Sales, Valuations and Listings in your area. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Senior Sales Negotiator / Lister Key objectives: Sales, Valuation and Listing of residential properties, whilst maximising fees and for sale boards. Estate Agent Senior Sales Negotiator / Lister Basic salary £20,000 with 5% commission of your personal listings and 5% of your personal sales with on target earnings of £40,000. Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Sep 08, 2025
Full time
Estate Agent Senior Sales Negotiator / Lister Basic salary £20,000 with 5% commission of your personal listings and 5% of your personal sales with on target earnings of £40,000. Estate Agent Senior Sales Negotiator / Lister If you are looking for your next career move up the property ladder we would like to hear from you. Estate Agent Senior Sales Negotiator / Lister You will have the necessary attributes to be a champion of Residential Property Sales, Valuations and Listings in your area. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Senior Sales Negotiator / Lister Key objectives: Sales, Valuation and Listing of residential properties, whilst maximising fees and for sale boards. Estate Agent Senior Sales Negotiator / Lister Basic salary £20,000 with 5% commission of your personal listings and 5% of your personal sales with on target earnings of £40,000. Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Estate Agent Senior Negotiator / Lister The personal commission structure is outstanding with 2.5% for booking the PMA (Property Market Appraisal) so if you book the valuation (pick up the phone first) and it comes on to the market you have already earnt 2.5% commission. You then list the property on to the market and take a further 5% and then sell it and receive a further 5% so a combined 12.5% personal commission is on offer. The basic salary is £18,000 and you will offered an initial salary guarantee and with current average fees of £6,000 and based on you only achieving 5 sales per month the on target earnings is between £50,000 and £55,000. You will be offered a % of office commission after a period. This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through valuations and subsequent listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Senior Negotiator / Lister Working closely with prospective buyers and vendors to develop engaging client relationships. Undertaking valuations and securing new instructions. Handling viewing appointments and supporting the offer process. Sales progression. Work closely with inhouse Mortgage and Protection Advisors to support cross selling activity. Similarly with the internal Lettings teams also. Estate Agent Senior Negotiator / Lister They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Senior Negotiator / Lister Previous Estate Agency experience is essential. Estate Agent Senior Negotiator / Lister Basic salary £20,000 with on target earnings of £50,000 to £55,000. Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Sep 08, 2025
Full time
Estate Agent Senior Negotiator / Lister The personal commission structure is outstanding with 2.5% for booking the PMA (Property Market Appraisal) so if you book the valuation (pick up the phone first) and it comes on to the market you have already earnt 2.5% commission. You then list the property on to the market and take a further 5% and then sell it and receive a further 5% so a combined 12.5% personal commission is on offer. The basic salary is £18,000 and you will offered an initial salary guarantee and with current average fees of £6,000 and based on you only achieving 5 sales per month the on target earnings is between £50,000 and £55,000. You will be offered a % of office commission after a period. This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through valuations and subsequent listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Senior Negotiator / Lister Working closely with prospective buyers and vendors to develop engaging client relationships. Undertaking valuations and securing new instructions. Handling viewing appointments and supporting the offer process. Sales progression. Work closely with inhouse Mortgage and Protection Advisors to support cross selling activity. Similarly with the internal Lettings teams also. Estate Agent Senior Negotiator / Lister They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Senior Negotiator / Lister Previous Estate Agency experience is essential. Estate Agent Senior Negotiator / Lister Basic salary £20,000 with on target earnings of £50,000 to £55,000. Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.