The role of an administrator within a financial advice practice is crucial to ensuring smooth day-to-day operations and supporting financial advisers in delivering a high level of service to clients. Though not client-facing in an advisory capacity, administrators play a key back-office role that helps maintain compliance, efficiency, and organisation.
Key Responsibilities of a Financial Advice Administrator:
Client Administration
Preparing client documentation (fact finds, application forms, review packs).
Maintaining accurate client records using CRM systems.
Processing new business (e.g., pensions, investments, insurance applications).
Chasing providers for updates and liaising with clients for required information.
Diary and Meeting Management
Booking client appointments and preparing meeting agendas.
Following up after meetings with next steps or required paperwork.
Compliance and Regulation
Ensuring documentation is compliant with FCA regulations and internal policies.
Assisting with file checks and audits.
Keeping up-to-date records for compliance purposes (e.g., client agreements, ID verification).
Provider Liaison
Contacting product providers to obtain valuations, statements, and policy information.
Submitting and tracking product applications and servicing requests.
Reporting and Data Management
Producing reports and valuations for adviser/client meetings.
Updating systems with new policy details, changes, and performance data.
General Office Support
Managing correspondence, both digital and paper-based.
Ordering supplies, managing files, and helping with ad hoc admin duties.
Training:Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry-level role in the financial sector.
As an entry-level role, this apprenticeship provides the foundation of knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:An administrator may move into:
Paraplanning (technical support with suitability reports and research),
Or even becoming a qualified financial adviser after completing relevant exams (via the CII)
Employer Description:Financial Advice - we help individuals and businesses manage their money and plan for their financial future. We provide advice and services in areas such investments, pensions, savings, insurance, and tax planning.Working Hours :Monday to Friday, times to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Non judgemental,Patience....Read more...
This position will entail undertaking all administration tasks for the team including:
Calling providers and following up anything outstanding
Updating their spreadsheet with their updates
Eventually updating the clients directly via email
General administration tasks
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF)
Or
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CeMAP1 or CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas.
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.
The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.Training Outcome:The successful candidate will progress through the organisation, and grow with the business. With a view to becoming permanent at the end of the apprenticeship. Employer Description:Blue Heron is at the heart of your financial wellbeing through service excellence. You can access a wide range of quality services and insights that help you to make sound financial decisions at every stage of your financial journey.
You can access services such as mortgages, insurance policies for both your family.Working Hours :Monday to Friday, 9.30am - 5.30pm.Skills: Communication skills,Organisation skills,Team working,Enthusiastic/eager to learn,Time Management....Read more...
As an Apprentice Financial Planning Administrator, you will support our financial advisers and administrative team in delivering high-quality service to clients. This role offers structured training, hands-on experience, and the opportunity to gain a professional qualification in financial services.
Key Responsibilities:
Maintain and update client records in our back-office system
Assist in processing new business applications for pensions, investments, mortgages and protection
Prepare documentation for client meetings, including valuations and research
Handle client queries via phone and email with professionalism and efficiency
Ensure compliance with regulatory requirements and company policies
Perform general administrative tasks such as scanning and data entry
Work as part of a team, joining meetings and activities to support teamwork and learning
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Upon successful completion of the apprenticeship, there may be opportunities to progress into roles such as Financial Planning Administrator, Paraplanner, Mortgage Adviser or Financial Adviser by completion of further study. This would also be supported by us.Employer Description:We are a fast growing, young and dynamic company who plan to be around for a long time and take succession planning very seriously. We value our employees as much as we value our clients and all team members will have a structured development plan throughout their careers with us which will allow them to develop both personally and professionally.Working Hours :Monday - Friday, 9.00am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Team working,Initiative,Patience,Eager to learn....Read more...
An exciting opportunity has arisen for aLegal Cashier / Legal Account Assistant to join a well-established law firm. This role offers competitive salary and excellent benefits.
As the Legal Cashier / Legal Account Assistant, you will support financial processing alongside managing file archiving in line with industry regulations.
You will be responsible for:
? Archive files following internal policies and regulatory guidelines.
? Maintain the client database linked to archived documents.
? Coordinate with fee earners, external storage providers, and shredding services for file collection, retrieval, and destruction.
? Process financial transactions related to client matters in accordance with professional standards.
? Manage and reconcile supplier invoices and credit notes, ensuring prompt payments.
? Prepare payment runs including BACS and cheque payments.
? Handle petty cash and credit card expenses efficiently.
What we are looking for:
? Previously worked as a Trainee Legal Cashier, Junior Legal Cashier, Legal Accounts Assistant, Trainee Finance Assistant, Legal Administrator, Trainee Accounts Clerk, Legal Support Assistant, Junior Legal Administrator, Accounts Administrator, Legal Administrator, Records Management Assistant, Legal Filing Clerk, Legal Accounts Trainee, Legal billing clerk, legal fee clerkor in a similar role.
? Ideally have experience in a professional office environment.
? Strong communication skills with an ability to work well within a team.
? Exceptional attention to detail and accuracy.
? Effective organisational and time management capabilities.
? Proficient IT skills, especially Microsoft Excel.
Apply now for this exceptional Legal Cashier opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Reso....Read more...
An exciting opportunity has arisen for aLegal Cashier / Legal Account Assistant to join a well-established law firm. This role offers competitive salary and excellent benefits.
As the Legal Cashier / Legal Account Assistant, you will support financial processing alongside managing file archiving in line with industry regulations.
You will be responsible for:
? Archive files following internal policies and regulatory guidelines.
? Maintain the client database linked to archived documents.
? Coordinate with fee earners, external storage providers, and shredding services for file collection, retrieval, and destruction.
? Process financial transactions related to client matters in accordance with professional standards.
? Manage and reconcile supplier invoices and credit notes, ensuring prompt payments.
? Prepare payment runs including BACS and cheque payments.
? Handle petty cash and credit card expenses efficiently.
What we are looking for:
? Previously worked as a Trainee Legal Cashier, Junior Legal Cashier, Legal Accounts Assistant, Trainee Finance Assistant, Legal Administrator, Trainee Accounts Clerk, Legal Support Assistant, Junior Legal Administrator, Accounts Administrator, Records Management Assistant, Legal Filing Clerk, Legal Accounts Trainee, Legal billing clerk, Legal Fee Clerkor in a similar role.
? Ideally have experience in a professional office environment.
? Strong communication skills with an ability to work well within a team.
? Exceptional attention to detail and accuracy.
? Effective organisational and time management capabilities.
? Proficient IT skills, especially Microsoft Excel.
Apply now for this exceptional Legal Cashier opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting ....Read more...
An exciting opportunity has arisen for aLegal Cashier / Legal Account Assistant to join a well-established law firm. This role offers competitive salary and excellent benefits.
As the Legal Cashier / Legal Account Assistant, you will support financial processing alongside managing file archiving in line with industry regulations.
You will be responsible for:
* Archive files following internal policies and regulatory guidelines.
* Maintain the client database linked to archived documents.
* Coordinate with fee earners, external storage providers, and shredding services for file collection, retrieval, and destruction.
* Process financial transactions related to client matters in accordance with professional standards.
* Manage and reconcile supplier invoices and credit notes, ensuring prompt payments.
* Prepare payment runs including BACS and cheque payments.
* Handle petty cash and credit card expenses efficiently.
What we are looking for:
* Previously worked as a Trainee Legal Cashier, Junior Legal Cashier, Legal Accounts Assistant, Trainee Finance Assistant, Legal Administrator, Trainee Accounts Clerk, Legal Support Assistant, Junior Legal Administrator, Accounts Administrator, Legal Administrator, Records Management Assistant, Legal Filing Clerk, Legal Accounts Trainee, Legal billing clerk, legal fee clerkor in a similar role.
* Ideally have experience in a professional office environment.
* Strong communication skills with an ability to work well within a team.
* Exceptional attention to detail and accuracy.
* Effective organisational and time management capabilities.
* Proficient IT skills, especially Microsoft Excel.
Apply now for this exceptional Legal Cashier opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Role: Bid Administrator
Location: Bournemouth
Salary: £35,000 per annum
Holt Recruitment is working with a Renewable Energy Group in Bournemouth who are looking for a Bid Administrator to join their team on a permanent, full-time basis.
Whats the role?
The Bid Administrator will be responsible for the following:
- Working closely with internal departments to collect data for reports for proposal information.
- Creating proposals.
- Supporting the sales team using the CRM.
- Managing internal and external teams to ensure all projects are on time and processed compliantly.
- Calculate orders and data to ensure the best growth and profit.
- Offer data analysis and reporting services to the BD team.
- Administration duties.
- Looking at financial modeling.
- Collating client specifications.
What do you need as a Bid Administrator?
- High attention to detail.
- Strong organisational skills.
- To be able to work in a fast-paced environment.
- Have technical and analytical thinking.
- CRM experience.
- Experience within the renewable energy sector is desirable but not essential.
- Ambitious, able to work as part of a team.
- Experience in data/business analysis.
- Excellent communication skills both verbal and written.
What is the next step?
If you believe this is the right role for you, click 'Apply' or give us a call, and one of our team members will be happy to discuss this Bid Administrator role in Bournemouth.
Job ID Number: 75702
Division: Commercial Division
Job Role: Bid Administrator
Location: Bournemouth....Read more...
Financial Administrator (Hospitality & Real Estate)Location: Amsterdam (City Center) Salary: €2,800 – €3,400 gross per month + 8% holiday allowance Travel: €0.21/km for own car or 100% public transport reimbursement Office-Based | Immediate StartWe are looking for a Financial Administrator to join our hospitality division within a growing real estate and development group. This is a newly created position due to expansion, offering hands-on experience in finance while also providing exposure to real estate and development projects.What You’ll Do
Support month-end financial processes and ensure accurate reporting.Handle accounts receivable, invoicing, and payment tracking.Assist in financial administration for multiple entities within the group.Work with Excel to manage financial data and reporting.Get involved in broader real estate and development projects alongside the hospitality business.
Who You Are
1–2 years of experience in finance or accounting.Someone eager to learn, grow, and take on responsibility.Comfortable working in a fast-paced, hands-on environment.Strong attention to detail and proactive approach.Fluent in English (Dutch not required).
This is a great opportunity for someone early in their finance career who wants to develop their skills and grow within an expanding business. There is significant room for progression as the company continues to scale.How to applyFor further details, apply today or send your CV to clay@corecruitment.com.Due to the volume of applications, we may not be able to provide feedback to all applicants. If you haven't heard from us within 2 weeks, please consider your application unsuccessful. Nevertheless, feel free to reach out!
http://www.corecruitment.com/https://www.facebook.com/COREcruitmentDOTcom/Tweet us @COREcruitment
....Read more...
A Financial Services Administrator provides essential administrative support within our firm, ensuring a high-quality, compliant service for clients and colleagues. You will handle various tasks on a day-to-day basis, which include:
Sending out letters
Calling providers for updates on cases
Scanning documentation onto computer
Shredding all paper work that has been scanned
Sending birthday cards
Dealing with the advisers emails
This role is crucial for the smooth operation of our financial business and often involves direct interaction with clients and other colleagues.
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favorable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Please apply even if you think you don't have the right skillset as we understand you may not have the expertise or knowledge at the moment but we are fully committed to training you as long as you are committed to learning and prove you have the correct work ethic.
Once you’ve finished your apprenticeship, we’ll work with you to help you find the right role at Sheavyn Associates Financial Management Ltd. You’ll have the potential to develop a successful and fulfilling career with us and continue to build your expertise.Training Outcome:
Once you’ve finished your apprenticeship, we’ll work with you to help you find the right role at Sheavyn Associates Financial Management Ltd
You’ll have the potential to develop a successful and fulfilling career with us and continue to build your expertise
Roles we can support you with are:
Senior Administrator
Paraplanner
Mortgage and Protection Adviser
Wealth Adviser
Employer Description:Financial Adviser Practice
at Sheavyn Associates Financial Management Ltd, our aim is to provide exceptional service to both private and corporate clients.
We always aim to build long-standing relationships with clients, ensuring they remain at the centre of the relationship, whilst we fully support their individual challenges and aspirations.
Our clients come from all walks of life and have a wide variety of financial planning needs.Working Hours :Monday- Thursday
9.30am - 4.30pmSkills: Communication skills,Organisation skills,Initiative....Read more...
An exciting opportunity has arisen for a Practice Administrator / Veterinary Nurse to join an independent veterinary practice. This role offers a salary range of £11.44 - £13.50 per hour for 37-40 hours work week and benefits.
As a Practice Administrator / Veterinary Nurse, you will be managing all aspects of staff leave, including holiday, sickness, and other absences.
You will be responsible for:
? Monitoring outstanding payments and actively following up on overdue accounts.
? Handling supplier invoices and ensuring payments are processed efficiently.
? Supporting the insurance claims process by coordinating with the clinical team to ensure accurate submissions.
? Assisting with broader financial tasks and administration alongside the accounting team.
? Liaising with external accountants to coordinate payroll processing and ensure timely payments.
? Monitor and manage sick leave, absence leave, and holiday entitlement for all staff.
? Process and pay invoices to external suppliers and vendors.
What we are looking for:
? Previously worked as a Veterinary Nurse, Practice administrator, Practice Manager, Receptionist, Clinical Administrator, Clinic Administrator, Veterinary, VET Nurse, Veterinary Administrator or in a similar role.
? Ideally have experience in veterinary industry.
? Strong spreadsheets and data management skills.
? Excellent organisational and multitasking abilities and effective communication and interpersonal skills.
? Valid UK driving licence.
What's on offer:
? Competitive salary
? Employee discount
? Overtime, weekend availability
? A supportive and friendly work environment
? Opportunities for professional development
Apply now for this exceptional Veterinary Nurse opportunity to contribute your expertise in a caring veterinary practice.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be act....Read more...
An exciting opportunity has arisen for a Practice Administrator / Veterinary Nurse to join an independent veterinary practice. This role offers a salary range of £11.44 - £13.50 per hour for 37-40 hours work week and benefits.
As a Practice Administrator / Veterinary Nurse, you will be managing all aspects of staff leave, including holiday, sickness, and other absences.
You will be responsible for:
? Monitoring outstanding payments and actively following up on overdue accounts.
? Handling supplier invoices and ensuring payments are processed efficiently.
? Supporting the insurance claims process by coordinating with the clinical team to ensure accurate submissions.
? Assisting with broader financial tasks and administration alongside the accounting team.
? Liaising with external accountants to coordinate payroll processing and ensure timely payments.
? Monitor and manage sick leave, absence leave, and holiday entitlement for all staff.
? Process and pay invoices to external suppliers and vendors.
What we are looking for:
? Previously worked as a Veterinary Nurse, Practice administrator, Practice Manager, Receptionist, Clinical Administrator, Clinic Administrator, Veterinary, VET Nurse, Veterinary Administrator or in a similar role.
? Ideally have experience in veterinary industry.
? Strong spreadsheets and data management skills.
? Excellent organisational and multitasking abilities and effective communication and interpersonal skills.
? Valid UK driving licence.
What's on offer:
? Competitive salary
? Employee discount
? Overtime, weekend availability
? A supportive and friendly work environment
? Opportunities for professional development
Apply now for this exceptional Veterinary Nurse opportunity to contribute your expertise in a caring veterinary practice.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be act....Read more...
About the Role
This is an exciting opportunity to gain hands-on experience in the financial planning sector while working towards nationally recognised qualifications. You’ll be an important part of our team—supporting advisers and helping keep everything running smoothly behind the scenes.
Key ResponsibilitiesAs a Client Services Administrator Apprentice, you’ll:
Support advisers with day-to-day client administration
Prepare and process client documents and correspondence
Maintain accurate client records and back-office systems
Handle incoming calls, emails, and post professionally and promptly
Assist with appointment scheduling and diary management
Liaise with providers to obtain quotes and valuations
Follow compliance procedures and maintain confidentiality
Learn about financial products, services, and industry regulations
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
· R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:At Deans Wealth Management, your apprenticeship is just the beginning. We’re committed to helping you grow—offering clear progression routes into roles like Paraplanner, Client Relationship Manager, or even Financial Adviser. With ongoing training and real responsibility, your career can really take off here.Employer Description:We look after our clients in a way many other firms choose not to. We focus on getting to know our clients and what they want to achieve at every stage of there life.
Then, we have there back when it comes to all things financial. From tax planning and investment strategies to exiting their business or planning for retirement, we make sure their finances are always working hard for them.
Your future shouldn’t be left to chance. We create financial plans for life.Working Hours :Monday to Friday, 8.45am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Initiative,Friendly,Eager to learn,Reliable,Responsible....Read more...
Updating various systems and spreadsheet using our inhouse package Microsoft and google
Supporting advisers with their client banks
Providing client documentation as required
Problem solving
Working within teams
Ad hoc tasks as required
Training:Business Administrator Level 3.Training Outcome:The possibility of a full-time post upon successful completion of the apprenticeship for the right candidate plus further opportunities for training and development across a number of different career paths.Employer Description:Compass Financial is a well established financial planning business that provides over 1,800 households with financial advice to preserve and enhance their wealth. Compass Financial has clients across the UK and the central office is based close to Manchester Airport. Compass provides financial advice to clients in person and remotely where appropriate, constantly striving to deliver in a way that best suits our clients needs.Working Hours :Monday to Friday 9am - 5pm with half an hour lunch
(37.5 hours)Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Team working,Open and approachable,Team player....Read more...
An exciting opportunity has arisen for aLegal Cashier / Legal Account Assistant to join a well-established law firm. This role offers competitive salary and excellent benefits.
As the Legal Cashier / Legal Account Assistant, you will support financial processing alongside managing file archiving in line with industry regulations.
You will be responsible for:
* Archive files following internal policies and regulatory guidelines.
* Maintain the client database linked to archived documents.
* Coordinate with fee earners, external storage providers, and shredding services for file collection, retrieval, and destruction.
* Process financial transactions related to client matters in accordance with professional standards.
* Manage and reconcile supplier invoices and credit notes, ensuring prompt payments.
* Prepare payment runs including BACS and cheque payments.
* Handle petty cash and credit card expenses efficiently.
What we are looking for:
* Previously worked as a Trainee Legal Cashier, Junior Legal Cashier, Legal Accounts Assistant, Trainee Finance Assistant, Legal Administrator, Trainee Accounts Clerk, Legal Support Assistant, Junior Legal Administrator, Accounts Administrator, Records Management Assistant, Legal Filing Clerk, Legal Accounts Trainee, Legal billing clerk, Legal Fee Clerkor in a similar role.
* Ideally have experience in a professional office environment.
* Strong communication skills with an ability to work well within a team.
* Exceptional attention to detail and accuracy.
* Effective organisational and time management capabilities.
* Proficient IT skills, especially Microsoft Excel.
Apply now for this exceptional Legal Cashier opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Duties and responsibilities to include:
Account support including diary management
Client communications/interaction via telephone
Email, or mail as appropriate
Receive and make telephone calls
Receive and send emails
Ensure client information is up to date
Act as first port of call for all incoming calls and/or taking accurate messages
Help welcome visitors to the office, i.e. show them to the board room and provide refreshments
Managing files
Eventually move onto responding to day-to-day queries from clients relating to non-advice issues
Additional administrative duties
Training:
Full on-the-job and off-the-Job training will be delivered supported by our Training Provider - Davidson Training UK Ltd
All training will be carried out within the workplace during working hours
Business Administrator Apprenticeship Standard Level 3
Level 2 Functional Skills in English and mathematics (if you already do not hold the equivalent)
Full training will be given leading to a recognised Business Administrator Apprenticeship Standard
Training Outcome:One of our previous Apprentices is now the Operations Manager. Full-time position subject to successful completion of the apprenticeship. With great opportunities for development within the organisation and financial services.Employer Description:Chapel Wealth Management has two decades of knowledge and experience, giving clients the confidence that their financial goals and aspirations are in safe hands. We are committed to nurturing long-term relationships with our clients and have built an enviable reputation on the quality of our advice and reliability of our service.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Organisation skills,Team working,Good level of spoken English,Good telephone manner,Demonstrate independence,Good knowledge of Microsoft,Personable,Self-motivated,Proactive,Thinking outside the box,Mature attitude,Interest in financial services....Read more...
An opportunity has arisen for a Legal Cashier to join a respected legal practice renowned for handling high-profile, complex family law cases across the UK and internationally. This full-time role offers hybrid working options, salary range of £35,000 - £42,000 and benefits.
As a Legal Cashier, you will be supporting the accounts function, managing daily financial transactions within a busy legal setting.
You will be responsible for:
? Processing incoming and outgoing client payments
? Posting bills, credit notes, and card transactions
? Handling disbursements, counsel fees, and international payments
? Managing matter closures and time write-offs
? Opening supplier ledgers and reconciling retained client funds
? Maintaining accurate records of banking, transfers, and petty cash
? Calculating client interest and updating client statements
? Assisting with month-end and year-end procedures
? Producing time reports and liaising with suppliers for account statements
What we are looking for:
? Previously worked as a Legal Cashier, Accounts Assistant, Finance Assistant, Legal clerk, Legal Administrator, Accounts Administrator, Legal Support Assistant or in a similar role.
? Possess 2 years' experience in a legal firm
? Familiarity with Solicitors Accounts Rules
? Excellent organisational and time management skills
? Competent in Excel and financial systems (ideally in P4W)
? Minimum of GCSEs A-C (or equivalent), including English and Maths
This is a fantastic opportunity for a Legal Cashier to join a well-regarded and collaborative legal team.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the ....Read more...
Speaking with product providers to request information
Being a point of contact for clients by phone and email
Checking and recording information on to back office systems
Responding to in bound enquiries
Preparation of files and printed items
Training:Financial Services Administrator Level 3 Apprenticeship Standard:
CII - Financial Services, Regulation and Ethics (R01) qualification
Learning will be a combination of remote classroom and digital learning
Training will be flexible around the role, but will account for 20% of time at work
Training Outcome:
There will be the ability to move into a full time administration role immediatately after successful completion
Following this, the career routes could include paraplanning, operations or client facing advice roles
Employer Description:We are a Financial Planning business based in Gloucester. We serve clients across the South West of the UK.
Our advice and services are all centred around clients, their family, their business, and helping them to make their future financial aspirations a reality.Working Hours :Monday - Friday. 9.30am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental....Read more...
An exciting opportunity has arisen for a Practice Administrator / Veterinary Nurse to join an independent veterinary practice. This role offers a salary range of £11.44 - £13.50 per hour for 37-40 hours work week and benefits.
As a Practice Administrator / Veterinary Nurse, you will be managing all aspects of staff leave, including holiday, sickness, and other absences.
You will be responsible for:
* Monitoring outstanding payments and actively following up on overdue accounts.
* Handling supplier invoices and ensuring payments are processed efficiently.
* Supporting the insurance claims process by coordinating with the clinical team to ensure accurate submissions.
* Assisting with broader financial tasks and administration alongside the accounting team.
* Liaising with external accountants to coordinate payroll processing and ensure timely payments.
* Monitor and manage sick leave, absence leave, and holiday entitlement for all staff.
* Process and pay invoices to external suppliers and vendors.
What we are looking for:
* Previously worked as a Veterinary Nurse, Practice administrator, Practice Manager, Receptionist, Clinical Administrator, Clinic Administrator, Veterinary, VET Nurse, Veterinary Administrator or in a similar role.
* Ideally have experience in veterinary industry.
* Strong spreadsheets and data management skills.
* Excellent organisational and multitasking abilities and effective communication and interpersonal skills.
* Valid UK driving licence.
What's on offer:
* Competitive salary
* Employee discount
* Overtime, weekend availability
* A supportive and friendly work environment
* Opportunities for professional development
Apply now for this exceptional Veterinary Nurse opportunity to contribute your expertise in a caring veterinary practice.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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An exciting opportunity has arisen for a Practice Administrator / Veterinary Nurse to join an independent veterinary practice. This role offers a salary range of £11.44 - £13.50 per hour for 37-40 hours work week and benefits.
As a Practice Administrator / Veterinary Nurse, you will be managing all aspects of staff leave, including holiday, sickness, and other absences.
You will be responsible for:
* Monitoring outstanding payments and actively following up on overdue accounts.
* Handling supplier invoices and ensuring payments are processed efficiently.
* Supporting the insurance claims process by coordinating with the clinical team to ensure accurate submissions.
* Assisting with broader financial tasks and administration alongside the accounting team.
* Liaising with external accountants to coordinate payroll processing and ensure timely payments.
* Monitor and manage sick leave, absence leave, and holiday entitlement for all staff.
* Process and pay invoices to external suppliers and vendors.
What we are looking for:
* Previously worked as a Veterinary Nurse, Practice administrator, Practice Manager, Receptionist, Clinical Administrator, Clinic Administrator, Veterinary, VET Nurse, Veterinary Administrator or in a similar role.
* Ideally have experience in veterinary industry.
* Strong spreadsheets and data management skills.
* Excellent organisational and multitasking abilities and effective communication and interpersonal skills.
* Valid UK driving licence.
What's on offer:
* Competitive salary
* Employee discount
* Overtime, weekend availability
* A supportive and friendly work environment
* Opportunities for professional development
Apply now for this exceptional Veterinary Nurse opportunity to contribute your expertise in a caring veterinary practice.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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An opportunity has arisen for a Legal Cashier to join a respected legal practice renowned for handling high-profile, complex family law cases across the UK and internationally. This full-time role offers hybrid working options, competitive salary and benefits.
As a Legal Cashier, you will be supporting the accounts function, managing daily financial transactions within a busy legal setting.
You will be responsible for:
* Processing incoming and outgoing client payments
* Posting bills, credit notes, and card transactions
* Handling disbursements, counsel fees, and international payments
* Managing matter closures and time write-offs
* Opening supplier ledgers and reconciling retained client funds
* Maintaining accurate records of banking, transfers, and petty cash
* Calculating client interest and updating client statements
* Assisting with month-end and year-end procedures
* Producing time reports and liaising with suppliers for account statements
What we are looking for:
* Previously worked as a Legal Cashier, Accounts Assistant, Finance Assistant, Legal clerk, Legal Administrator, Accounts Administrator, Legal Support Assistant or in a similar role.
* Possess 2 years' experience in a legal firm
* Familiarity with Solicitors Accounts Rules
* Excellent organisational and time management skills
* Competent in Excel and financial systems (ideally in P4W)
* Minimum of GCSEs A-C (or equivalent), including English and Maths
This is a fantastic opportunity for a Legal Cashier to join a well-regarded and collaborative legal team.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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To support the administrator, Home Manager and Principal with ‘financial’ recording in the school and home
To liaise with the administrator to undertake administrative tasks as requested
To work with the school/home managers and bursar as requested across the week
To support the bursar to maintain accurate financial records and to report back to the bursar weekly
To be aware that the role involves liaising with external agencies and ensuring that they maintain professional courtesy and promote the organisation
To support the Bursar and School Head in managing the school finances, budgeting and procurement, setting up payroll and paying wages, VAT and invoicing
To support the bursar to:manage the daily finances and petty cash and of the school and homes within budget
maintain records of income and outgoings for the school including VAT
manage payroll with support from the accountants
manage invoicing for the school
be responsible for procurement and audit of assets
To fulfil a number of tasks involving electronic management and storage of information.
To undertake routine word processing as and when required, and to assist with the maintenance of the home and school’s confidential computerised database of financial information on children and staff and produce related reports on same.
To develop and maintain databases for the tracking of financial information across the organisation
To assist in the maintenance of the home and school’s filing and archiving systems
To support the maintenance of a safe environment
To support the management of resources and ensure best value in doing so
To undertake professional development in line with the requirements of the role and the company
To undertake any duties in line with the demands of the role
To maintain the highest standards of equality, confidentiality and data-protection at all times
Training:
Assistant Accountant level 2/3
20% off the job training
Tutor support via online platform 'Bud'
Training Outcome:
Permanant position considered on completion of the apprenticeship
Level 5 qualification available
Employer Description:Clovelly House School is an independent special school for girls and boys from 10-19 based in a rural setting in the East Midlands. The ethos is that of a countryside school and the pupils, who have social and emotional and other complex needs, have opportunities to learn the core subjects embedded in a wider curriculum.Working Hours :Term time only
08:30 - 16:30 - Mon
08:30 - 16:00 - Tues - Thurs
08:30 - 15:30 - Friday
37.5 hours per week totalSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Analytical skills,Logical,Team working,Creative....Read more...
Tudor Employment Agency are currently recruiting for a Purchasing Administrator to work for our client based in Warrington.Our client is seeking a detail-oriented and organised Purchasing Administrator to join the team.Encouraging the public to work alongside their communities, look after the environment, and contribute to the inclusive culture.Rate of Pay: £12.21 per hourBenefits for the Purchasing Administrator:
25 days of annual leave Access to our company pension schemeDiscounts on everything from groceries to well-known retailersAccess to a range of resources to support your physical, mental and financial healthOne paid day’s leave every year to volunteer and support your community Ongoing training and development opportunities, allowing you to reach your full potential
Duties for the Purchasing Administrator will include:
Processing a high volume of Supplier invoices for all work carried out by third partiesInvestigating and resolving any queries that may ariseEnsuring all payments are made to Suppliers in a timely manner and within agreed payment terms to avoid any disruption to service, to continue building strong working relationships with Suppliers
The Purchasing Administrator will require:
Previous experience in a similar role processing a high volume of invoicesComputer literacy - preferably working knowledge of G Suite (Gmail & Sheets)Ability to work under pressureExperience working within a busy office environment
Hours of Work: Monday to FridayHours: 8.30am-5pmIn order to be considered for the Purchasing Administrator or for further information please contact our Commercial team on 01922 725445 extension 1003 or 1004 or submit your CV to commerical@tudoremployment.co.uk, quoting ref TEAVEOPAD/22Applicants can also register online by clicking the link – https://tinyurl.com/ONLINECOMTEMP1For information on all of our roles, please refer to www.tudoremployment.co.uk.#TeamTudor await your call!....Read more...
Office Administrator
Day Shifts - Cheddar - BS27
£25,500.00 Per Annum
We are looking for a proactive and detail-oriented Administrative Assistant to support our busy HR and Finance teams. This is a varied and vital role that involves a mix of administrative, HR, and finance-related tasks. If youre organised, reliable, and thrive in a collaborative office environment, wed love to hear from you.
Main Responsibilities: Office Administrator
- Provide day-to-day administrative support to both the HR and Finance departments.
- Maintain accurate employee records and update HR databases as required.
- Assist with the onboarding and offboarding process, including preparing contracts and termination documents.
- Gather timesheets and relevant data to support payroll processing.
- Support the preparation and processing of invoices, purchase orders, and other financial documents.
- Organise and schedule meetings, including booking rooms and preparing materials.
- Respond to internal and external enquiries professionally and promptly.
- Maintain confidentiality and ensure compliance with data protection policies.
- Prepare reports, spreadsheets, and presentations as required by HR and Finance Managers.
- Collaborate with other departments to ensure smooth administrative processes across the business.
- Handle incoming calls professionally and direct them appropriately or take clear messages.
- Carry out additional duties as assigned by the HR or Finance Manager.
Skills & Experience Required: Admin
- Proven administrative experience in an office environment.
- Strong attention to detail and a high level of accuracy.
- Methodical and organised approach to tasks.
- Ability to stay calm and focused under pressure.
- Clear and professional verbal and written communication skills.
- Proficient in Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.
- Excellent telephone manner and interpersonal skills.
- A friendly, approachable attitude and a collaborative team player.
- Eagerness to develop professionally and take on new challenges in a growing HR and finance function.
The Package: Administrator
- Starting salary £25,500.00 Per Annum
- Day Shifts Mon-Fri 8am-4:30pm
- 31 Days Holiday including bank holidays
- Private Healthcare on completion of probation
Interested? To apply for this Office Administrator position, here are your two options:
1. "This is the job for me! When can I start?" - Call 0116 2545411 now and lets talk through your experience. Ask for Nilam between 8.30am - 5.30pm.
2. "I think I'm right for this position, but I'm not sure I have enough to get an interview" - Click "apply now" so I can read your CV and let you know
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As an Apprentice you will be provided with the necessary training and support to enable you to carry out your duties.
These will likely include many of the following:
To assist with the manning of the phones within the department
Using our back office systems in order to keep our electronic records up to date
Preparation of handouts/reports for presentations and/or internal meetings
To produce valuations
To produce documents from our back office systems
To obtain information from third party providers
Using your initiative to handle issues in order to provide the team with effective support
Liaising with teams in other divisions / departments across the Company
General ad hoc duties as required, including scanning, filing, dealing with the department’s post
Training:
This opportunity is the Level 3 Financial Services Administrator Apprenticeship Standard
Training will be hybrid, delivered by Fitch Learning
One day per week will be dedicated to focus on your studies
Training Outcome:
On successful completion of the apprenticeship there will be the opportunity for a permanent role and progression within Charles Stanley
Employer Description:Charles Stanley is one of the UK’s leading Wealth Management firms, providing our clients with tailored advice and solutions at every stage of their financial journey. Our focus on clients has endured since our foundation in 1792, since when we have created financial security for many tens of thousands of people. With over 864 employees spread across a network of over 23 offices throughout the UK, we remain committed to providing our clients with the highest standards of service.
Charles Stanley is part of the Raymond James Financial, Inc. group of companies. Raymond James Financial, Inc. (NYSE: RJF), is included in the S&P 500 and is a Fortune 500 company.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Manage incoming and outgoing post, including scanning and filing documents.
Maintain office supplies and ensure meeting rooms are prepared.
Greet clients and visitors, providing a friendly and professional reception.
Update and maintain client records using our CRM system.
Liaise with third-party providers and in-house teams via phone and email.
Handle initial client inquiries promptly and professionally.
Assist in preparing reports, presentations, and spreadsheets.
Ensure all documentation is accurate and complies with company procedures.
Training:You will be enrolled in the Level 3 Business Administrator Apprenticeship program, which includes:
Off-the-Job Training:
Attend regular sessions with your training provider to develop your knowledge and skills.
On-the-Job Experience:
Gain practical experience by working alongside experienced staff members.
Professional Development:
Receive mentoring and support to help you progress in your career.
Training Outcome:Upon successful completion of the apprenticeship, there may be opportunities to progress within the company, potentially moving into roles such as:
Office Administration
Paraplanner
Client Relationship Manager
Financial Planner
We are committed to supporting your career development and helping you achieve your professional goals.Employer Description:We are an award winning, client-focused financial planning practice, committed to helping individuals, families & businesses achieve their financial goals with clarity, confidence, and integrity. Our team of qualified financial planners and support staff are passionate about delivering exceptional service, trusted advice, and tailored wealth management strategies.Working Hours :Mon- Fri 9am-5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental....Read more...
