An opportunity has arisen for a Senior IFA Administrator to join a well-established company providing independent financial planning, pension advice, and wealth management services to private clients.
As a Senior IFA Administrator, you will provide senior-level administrative and paraplanning support to Financial Advisers, ensuring accuracy, efficiency and regulatory compliance.
This full-time permanent role offers a salary range of £36,000 - £42,000 and benefits.
You will be responsible for:
? Acting as a key support to Financial Advisers and Paraplanners to maintain high standards of client service
? Serving as a point of contact for clients, handling queries professionally and proactively
? Maintaining and updating back-office systems and client records
? Processing new business, applications, transfers and ongoing servicing requests
? Preparing meeting documentation, valuations and supporting paperwork
? Liaising with product providers and third parties to obtain required information
? Drafting suitability reports across a broad range of advice areas
? Undertaking technical research, including product and fund analysis
? Carrying out regular file checks and spot checks on team output
What we are looking for:
? Previously worked as an IFA Administrator, Paraplanner, Financial Administrator, Financial Services Administrator, Financial Planning Administrator, Pension Administrator, or in a similar role
? Have at least 2-3 years of experience in IFA administration within a financial planning environment, directly supporting Financial Advisers
? Ideally Diploma Level 4 qualified, or actively working towards this qualification
? Strong technical knowledge of pensions and investment products
? Experience using financial platforms to generate illustrations and related documentation
? Confident user of Microsoft Word, Excel and Outlook
? Thorough understanding of Intelligent Office or similar back-office systems
What's on offer:
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An opportunity has arisen for a Senior IFA Administrator to join a well-established company providing independent financial planning, pension advice, and wealth management services to private clients.
As a Senior IFA Administrator, you will provide senior-level administrative and paraplanning support to Financial Advisers, ensuring accuracy, efficiency and regulatory compliance.
This full-time permanent role offers a salary range of £36,000 - £42,000 and benefits.
You will be responsible for:
* Acting as a key support to Financial Advisers and Paraplanners to maintain high standards of client service
* Serving as a point of contact for clients, handling queries professionally and proactively
* Maintaining and updating back-office systems and client records
* Processing new business, applications, transfers and ongoing servicing requests
* Preparing meeting documentation, valuations and supporting paperwork
* Liaising with product providers and third parties to obtain required information
* Drafting suitability reports across a broad range of advice areas
* Undertaking technical research, including product and fund analysis
* Carrying out regular file checks and spot checks on team output
What we are looking for:
* Previously worked as an IFA Administrator, Paraplanner, Financial Administrator, Financial Services Administrator, Financial Planning Administrator, Pension Administrator, or in a similar role
* Have at least 2-3 years of experience in IFA administration within a financial planning environment, directly supporting Financial Advisers
* Ideally Diploma Level 4 qualified, or actively working towards this qualification
* Strong technical knowledge of pensions and investment products
* Experience using financial platforms to generate illustrations and related documentation
* Confident user of Microsoft Word, Excel and Outlook
* Thorough understanding of Intelligent Office or similar back-office systems
What's on offer:
* Competitive salary
* Company pension scheme
* Free on-site parking
This is an excellent opportunity for an experienced IFA professional seeking a senior position within a supportive and expanding firm.
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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Financial Administrator (Technical Administrator)
Location: St HelensSector: FCA-Regulated Financial ServicesFull-time | Permanent A well-established and highly respected financial planning firm is seeking an experienced Financial/Technical Administrator to support advisers in delivering high-quality ongoing and new business administrative support.This is an excellent opportunity for a technically strong administrator who enjoys managing cases end-to-end, thrives in a structured regulatory environment, and takes pride in delivering accurate, compliant work.
The Role
You will play a key role in supporting advisers by:
Managing ongoing advice cases from start to completion
Preparing and issuing compliant advice documentation within agreed service standards
Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts)
Supporting fund switches, top-ups, new business submissions and annual reviews
Completing projections and technical calculations to assist adviser recommendations
Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases
Tracking pipeline business and ensuring smooth workflow management
Maintaining accurate, compliant client records in line with FCA requirements
You will work closely with advisers, paraplanners and fellow administrators to ensure seamless client service and continuity.
About You
We’re looking for someone who has:
Experience within FCA-regulated financial services (Desirable)
Strong technical understanding of ongoing advice and regulated documentation
High attention to detail and excellent organisational skills
The ability to manage multiple cases and deadlines efficiently
Confidence in producing detailed, accurate written documentation
A proactive and collaborative approach
What’s on Offer
A supportive and professional team environment
Clear processes and structured workflows
Opportunities for ongoing development and accreditation
A stable, growing business with strong compliance standards
Hybrid working arrangements
If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you. Apply confidentially today to learn more.
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
Binding, scanning, printing and filing duties, as required
Basic letters and correspondence
Scheduling client meetings
Data entry using Excel and St. James’s Place internal IT systems
Client birthday and Christmas cards
Office Receipts
Preparing report packs
Head Office follow up / general enquiry calls
Stationery monitoring / ordering
Assisting with the preparation of client meeting packs
Maintaining and updating client records
Downloading / printing factsheets
Preparing and printing mail merges
Attending internal/external training courses and events where required, which may require some travel
E-filing and saving documents onto the cloud
Sending confidential documents to clients via Qwil
Assisting the Business Processing Administrator with sending out LOAs and chasing providers
Posting weekly articles on Linked In pages
General:
Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
Supporting the Practice’s ongoing expansion and administrative demands
Answering incoming telephone calls in a professional and polite manner
Shredding of all confidential information
Keeping the office area tidy and presentable at all times
Using the internal intranet system to manage client basic enquiries
Team working
Logging all calls and emails on CRM system in line with compliance regulations
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
The Financial Services Administrator apprenticeship is ideal for individuals 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:
CF1 awarded by the Chartered Insurance Insitute (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
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:
This apprenticeship offers a route for a career in the financial sector
A permanent position will be available upon completion of the apprenticeship dependant on performance
Employer Description:Here at Clarence Place Wealth Management Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth management and financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation.
We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual....Read more...
Administrator (Financial Services)
Location: St HelensHours: 9.30am - 4.30pmFull-time | Permanent A well-established and highly respected financial planning firm is seeking an experienced Financial/Technical Administrator to support advisers in delivering high-quality ongoing and new business administrative support.This is an excellent opportunity for a technically strong administrator who enjoys managing cases end-to-end, thrives in a structured regulatory environment, and takes pride in delivering accurate, compliant work.
The Role
You will play a key role in supporting advisers by:
Managing ongoing advice cases from start to completion
Preparing and issuing compliant advice documentation within agreed service standards
Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts)
Supporting fund switches, top-ups, new business submissions and annual reviews
Completing projections and technical calculations to assist adviser recommendations
Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases
Tracking pipeline business and ensuring smooth workflow management
Maintaining accurate, compliant client records in line with FCA requirements
You will work closely with advisers, paraplanners and fellow administrators to ensure seamless client service and continuity.
About You
We’re looking for someone who has:
Experience within FCA-regulated financial services (Desirable)
Strong technical understanding of ongoing advice and regulated documentation
High attention to detail and excellent organisational skills
The ability to manage multiple cases and deadlines efficiently
Confidence in producing detailed, accurate written documentation
A proactive and collaborative approach
What’s on Offer
A supportive and professional team environment
Clear processes and structured workflows
Opportunities for ongoing development and accreditation
A stable, growing business with strong compliance standards
Hybrid working arrangements
If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you. Apply confidentially today to learn more.
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
Senior Database Administrator – Banking Technology – Linz / Hybrid
(Key skills: Oracle, SQL Server, Database Administration, Performance Tuning, Backup & Recovery, High Availability, Disaster Recovery, Cloud Migrations, PL/SQL/T-SQL, Monitoring & Troubleshooting, Data Security, Financial Services)
Are you a seasoned database expert with a passion for ensuring mission-critical systems run at peak performance? Do you want to apply your technical leadership to support robust, secure and highly scalable platforms within a fast-paced banking environment? If so, this is your chance to take on a senior database role at the heart of a financial services technology team.
Our client, a respected banking and financial services institution, is looking for a Senior Database Administrator to maintain, optimise and evolve its enterprise database estate. You will play a critical role in ensuring the performance, reliability and security of the data platforms that underpin key banking applications — from customer portals and risk systems to payments and analytics engines.
As Senior Database Administrator, you will take ownership of database architecture, installation, configuration, patching and upgrades across production and non-production environments. You’ll proactively monitor and tune database performance, implement and refine backup and recovery strategies, and support high-availability and disaster recovery solutions that meet the stringent requirements of the financial sector. You’ll work with both Oracle and SQL Server platforms, bringing deep expertise in SQL, PL/SQL/T-SQL, and database internals.
You’ll collaborate closely with cross-functional teams — including development, infrastructure, security and operations — to ensure changes are deployed smoothly, performance is optimised and risks are mitigated. Your responsibilities will include troubleshooting complex issues, conducting root-cause analysis, maintaining documentation, and shaping standards and best practices for database governance, compliance and security.
The ideal candidate will have extensive experience in large-scale production environments, ideally supporting banking, finance, or other highly regulated sectors. You’ll be comfortable managing high-transaction workloads with a focus on uptime, predictable performance and data integrity. Experience with cloud migrations or hybrid cloud databases (e.g., AWS RDS, Azure SQL, Oracle Cloud) is highly desirable.
This is an outstanding opportunity to join a forward-thinking team where your expertise will directly impact business continuity, platform resilience and customer satisfaction. You’ll be part of an organisation that values technical excellence, continuous improvement and collaborative problem solving — all within the rewarding context of financial services.
Location: Linz, Austria / Hybrid working
Salary: €50,000 – €80,000 + Bonus + Pension + Benefits
Applicants must have the right to work in Austria.
NOIRAUSTRIAREC
NOIREUROPEREC....Read more...
Administrator - Loanhead - Salary up to £28,000 DOE CBW is excited to be working with a leading facilities company based in Edinburgh, Loanhead. The Administrator will support daily operations within the finance/administration team by handling scheduling, task logging, documentation, client and supplier communication, and ensuring financial and compliance records are accurately maintained. Key Responsibilities:Assist the finance/administration team with day-to-day tasks, including handling emails, phone calls, and general correspondence.Maintain and update financial records, spreadsheets, and databases, ensuring accuracy and compliance.Prepare reports, presentations, and meeting minutes as required.Process purchase orders, invoices, payments, and procurement requests, ensuring timely approvals and accurate record-keeping.Act as the first point of contact for finance or administrative queries from staff, suppliers, and clients.Track and monitor financial transactions, work requests, and outstanding payments, following up to ensure timely resolution.Liaise with internal teams and external suppliers to coordinate payments, reporting, and administrative tasks.Monitor and follow up on outstanding administrative or financial tasks to ensure deadlines are met and issues are resolved promptly.Person Specification:Strong financial administrative and organisational skills.Excellent communication and customer service abilities.Proficiency in Microsoft Office (Word, Excel, Outlook) and FM software (e.g., CAFM systems).Ability to manage multiple tasks and prioritise workload effectively.Knowledge of health and safety regulations and compliance requirements (desirable).Experience in working within a Facilities Management environment (preferred).Previous experience in an administrative role, ideally within FM or a similar environment.Familiarity with FM operations, property management, or building maintenance (advantageous).Strong IT skills and experience working with databases and reporting systems.Salary & Benefits:Salary up to £28,000 DOE25 days annual leave plus bank holidaysGenerous workplace pension schemeTraining, development & progression opportunitiesMonday to Friday 8am - 5pm....Read more...
Finance Administrator - Edinburgh - Salary up to £29,000 DOE CBW is excited to be working with a leading facilities company based in Edinburgh. The Administrator will support daily operations within the finance/administration team by handling scheduling, task logging, documentation, client and supplier communication, and ensuring financial and compliance records are accurately maintained. Key Responsibilities:Assist the finance/administration team with day-to-day tasks, including handling emails, phone calls, and general correspondence.Maintain and update financial records, spreadsheets, and databases, ensuring accuracy and compliance.Prepare reports, presentations, and meeting minutes as required.Process purchase orders, invoices, payments, and procurement requests, ensuring timely approvals and accurate record-keeping.Act as the first point of contact for finance or administrative queries from staff, suppliers, and clients.Track and monitor financial transactions, work requests, and outstanding payments, following up to ensure timely resolution.Liaise with internal teams and external suppliers to coordinate payments, reporting, and administrative tasks.Monitor and follow up on outstanding administrative or financial tasks to ensure deadlines are met and issues are resolved promptly.Person Specification:Strong financial administrative and organisational skills.Excellent communication and customer service abilities.Proficiency in Microsoft Office (Word, Excel, Outlook) and FM software (e.g., CAFM systems).Ability to manage multiple tasks and prioritise workload effectively.Knowledge of health and safety regulations and compliance requirements (desirable).Experience in working within a Facilities Management environment (preferred).Previous experience in an administrative role, ideally within FM or a similar environment.Familiarity with FM operations, property management, or building maintenance (advantageous).Strong IT skills and experience working with databases and reporting systems.Salary & Benefits:Salary up to £29,000 DOE25 days annual leave plus bank holidaysGenerous workplace pension schemeTraining, development & progression opportunitiesMonday to Friday 8am - 5pm....Read more...
BUSINESS SUPPORT ADMINISTRATOR – FINANCIAL SERVICES LONDON (HYBRID WORKING) UP TO £32,000 + BONUS + BENEFITSTHE OPPORTUNITY: We’re working with an innovative and fast-growing Fintech business in London that is seeking a motivated Business Support Administrator to join their expanding team. This is an exciting opportunity for someone with sales support or business development support experience within financial services to play a key role in supporting the Business Development team and contributing to the company’s continued growth. You’ll work closely with the Business Development Executives (BDEs) and wider internal teams to support the sales process, assist with client onboarding, and ensure the smooth management of the sales pipeline. This is a fantastic opportunity to join a dynamic Fintech organisation focused on making finance more accessible, where you’ll gain exposure to a fast-paced commercial environment and have the chance to develop your career.THE BUSINESS SUPPORT ADMINISTRATOR ROLE:
Reporting to the Business Development leadership team, you’ll support the day-to-day activities of the Business Development function.
Act as the first point of contact for inbound enquiries via phone and email from prospective clients
Support Business Development Executives with sales processes, underwriting support, credit checks and client onboarding
Assist with maintaining and managing the sales pipeline, ensuring internal systems are kept updated
Ensure accurate and up-to-date client and prospect records are maintained within internal databases
Help present the company’s services and solutions to prospective clients
Provide administrative and operational support to the Business Development team
Work closely with internal teams to ensure a smooth and compliant onboarding process for clients
Ensure all activity is conducted in line with relevant compliance regulations and legislation
Maintain a positive and collaborative approach within the wider team environment
THE PERSON:
Experience in a Business Support Administrator, Business Support Assistant, Sales Support, Sales Administrator, Business Development Support, Business Development Assistant, Sales Executive, Business Development Assistant or similar commercial role
Experience within financial services, fintech or a related industry would be beneficial
Strong communication skills with the ability to build rapport with clients and stakeholders
Proficiency in Microsoft Office, particularly Excel, Word and PowerPoint
Highly organised with excellent time management skills and the ability to work in a fast-paced environment
Proactive approach with the ability to follow up leads and support sales activity
Strong attention to detail and ability to maintain accurate records and systems
A Bachelor’s degree would be beneficial but is not essential
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
Contract Support Administrator - Glasgow City Center - Salary up to £30,000 DOE CBW are looking for a Contract Support Administrator to work with a leading facilities company based in the City Center of Glasgow. Your main duties consist of supporting the Commercial Team with financial administration, contract administration, and day-to-day operational support. This role is ideal for someone with strong organisational skills and experience in a commercial or financial environment. Key Responsibilities:Liaising between internal teams and client helpdesk's for updates and closure of nationwide planned and reactive tasks.Providing information to account/ contract manager and client teams for regular reporting.Organising accommodations and site permits.Maintaining client portals, ensuring certification and paperwork is received and uploaded.Assisting account/contracts manager with production of quotations.Ordering of materials, equipment, and stock control.Liaising with internal planning team for scheduling and booking of engineers.Support the team with day-to-day administrative tasks, handling documentation, correspondence, and general enquiries.Liaise with suppliers to resolve billing issues and assist with financial administration.Apply schedules to generate pricing for reactive works and small project quotations.Compile and submit client applications and reports in accordance with contractual guidelines.Check and validate all financial submissions to ensure accuracy and compliance.Review and approve purchase orders and invoices from subcontractors.Work closely with Engineering teams and Helpdesk Administrators to maintain effective service delivery.Create purchase order requests and record goods received.Produce monthly client invoices and ensure financial records are kept up to date.Person Specification:Strong administrative and organisational skills.Excellent communication and customer service abilities.Proficiency in Microsoft Office (Word, Excel, Outlook) and FM software. Ability to manage multiple tasks and prioritise workload effectively.Experience in working within a Facilities Management environment (preferred).Previous experience in an administrative role, ideally within FM or a similar environment (Essential).Familiarity with FM operations, property management, or building maintenance (advantageous).Strong IT skills and experience working with databases and reporting systems.Salary & Benefits:Salary up to £30,000 DOE25 days annual leave plus bank holidays.Generous workplace pension scheme.Training, development & progression opportunities.Monday to Friday 8am - 5pm office based.....Read more...
The Business Administrator role will be instrumental in managing and enhancing customer relationships within the financial sector. The role aims to ensure customer satisfaction by delivering exceptional customer service.
The Business Administrator will provide full administrative support to the mortgage team, ensuring all data is accurately recorded and handled in the correct manner. Accurately managing and updating in-house CRM systems on a regular basis. Supporting the mortgage brokers with day-to-day tasks, client administration and mortgage application support.
Key Responsibilities:
Providing administrative support to the mortgage department
Accurately compiling and storing client case files in a compliant manner
Regularly updating the in-house CRM systems to ensure they are kept up to date in a timely manner
Answering the telephone and assisting clients as appropriate
Managing team diaries and booking appointments
Chasing up mortgage applications directly with lenders
Uploading supporting documents to lenders portal for client cases
Liaising with existing client base to ensure timely and prompt contact for mortgage review
Training:
The learner will be studying the Business Administration Level 3 Apprenticeship Standard qualification
Training Outcome:Career progression possible in time to the role of Mortgage & Protection Advisor.Employer Description:NKT Financial Solutions was founded in 2007 and offers expert advice to individuals and businesses covering everything from pensions, savings and investments to insurances and mortgages.Working Hours :Monday - Friday, 9.00am - 5.00pm. 1 hour lunch break.Skills: Communication skills,IT skills,Organisation skills,Team working,Initiative,Attention to detail,Customer care skills....Read more...
An exciting opportunity has arisen for a part-time Administrator to join a property investment company in Theydon Bois, Essex.
The successful candidate will provide essential administrative support, ensuring accurate financial records and assisting with various office duties.
This is a part-time role (3 days a week) offering a salary of £14.50 per hour and benefits.
If youre looking for a flexible, rewarding role, this could be the perfect opportunity for you!
You will be responsible for:
* Working with the Xero platform to manage invoicing and reconciliation of rental income records.
* Handling general administrative tasks including data entry, filing, and managing correspondence.
* Supporting the team with ad hoc administrative tasks as required.
What we are looking for:
* Previous experience in an administrative role.
* Familiarity with an accounting software would be desirable.
* Strong organisational skills and attention to detail.
Working hours:
* 10am - 2:30pm
What's on offer:
* Competitive hourly rate based on experience.
* Flexible working hours with the possibility of increasing hours depending on workload.
* Opportunities for professional growth, including occasional project work.
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.
Similar titles: Administrative Assistant, Office Assistant, Administrator, Office Coordinator, Finance Administrator, Accounts Administrator
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Answering incoming telephone calls promptly and professionally, and accurately taking and relaying messages
Meeting and greeting clients, ensuring a welcoming and professional front-of-house experience
Preparing refreshments for client meetings
Preparing and organising client files and documentation in advance of adviser meetings
Providing administrative support to the Senior Administrator/Office Manager with day-to-day office tasks
Liaising with external companies and service providers on behalf of clients and advisers
Maintaining and updating back-office IT systems and client records to ensure accuracy and compliance
Coordinating and arranging client meetings, including scheduling and diary management
Training Outcome:If candidate is right for the job then they will continue to be employed.Employer Description:Investing for Tomorrow has been advising individuals and families across West Yorkshire on financial planning since 1993.
We believe it is never too early to start managing and maximising your finances, as smart decisions today help secure the lifestyle you want tomorrow. With expertise across the whole financial marketplace, we support clients at every stage of their financial journey, providing clear, tailored advice and long-term solutions across pensions and retirement planning, protection planning, investment planning, and tax and estate planning.Working Hours :9:00am - 5:00pm.Skills: Professional,Interpersonal skills,Efficient working,Proactive....Read more...
You will work closely with our Senior Paralegals and Partners to ensure the firm operates efficiently, accurately, and with the high level of empathy our clients expect.
Duties will include:
Assisting in the preparation of court bundles, filing legal documents, and ensuring our case management system is kept up to date. You will learn the importance of confidentiality and "full and frank disclosure" in a legal context
Acting as the first point of contact for the firm, handling incoming telephone enquiries with empathy, and scheduling appointments for our senior paralegals
Assisting with basic bookkeeping tasks in Xero, including reconciling bank statements against ledgers and processing invoices to ensure the smooth financial running of the practice
Helping to manage our online presence by creating engaging content for our social media channels to reach families in need of our services
Assisting the Partners with diary management, post handling, and ensuring the office remains organised and efficient
Training:Business Administrator Level 3.
The apprenticeship training will take place one day per week, online lessons and remote learning.Training Outcome:Business Administrator, Legal Assistant, Finance/Accounting, Office Manager.Employer Description:Bath Family Law LLP (the social enterprise Affordable Family Law Group) provide a specialised legal support consultancy dedicated to providing affordable, accessible services for separating families. We operate as a modern alternative to traditional high-street firms, offering expert guidance in divorce, child arrangements, and financial settlements at a fraction of standard costs.
Comprised of experienced Paralegals and Professional McKenzie Friends, we combine extensive legal training with a heart-led approach to support clients, including the financially vulnerable, through their most challenging transitions.Working Hours :Monday to Thursday 9:30am to 5:30pm and Friday 9:30am until 3:30pmSkills: 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,Patience....Read more...
Taking initial enquiry calls
Booking client meetings
Renaming and saving documents
Client email and phone updates
Booking company meetings
Providing documents & information on applications
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:
CeMAP1 - awarded by the London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 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:Potential to progress to a qualified advisory role or senior client services role.Employer Description:Mortgage, Insurance and Commercial Finance Brokerage.
At Greywood Financial, we specialise in providing expert mortgage and insurance advice. We’re here to make the process straightforward and provide clear, honest guidance every step of the way.Working Hours :Monday - Friday, 9:30am to 5:30pm.Skills: Communication skills,Attention to detail,Number skills,Initiative....Read more...
Helpdesk Administrator – Newcastle Area – FM Service Provider CBW Staffing Solutions are currently seeking an experienced Helpdesk Administrator to join our client’s team on a permanent basis. This position is site-based in the Newcastle area and offers an excellent opportunity to join a leading Facilities Management company that prioritises career progression and employee development. This is a fantastic opportunity for an organised and proactive FM Administrator looking for a new challenge within a fast-paced, client-facing environment. Package:Salary up to £28,000 per annum (DOE)Monday – Friday, 08:00am – 17:00pm (Fully office based)Overtime paid at 1.5x / 2.0x21 days annual leave plus bank holidaysCompany pension schemeGenuine career progression opportunitiesResponsibilities:Manage daily reactive and planned requests via CAFM system/helpdeskLiaise with Contract Manager and Service Delivery/Mobilisation Manager to allocate works to contractorsAct as key point of contact for allocated client, providing updates, handling queries, and issuing quotations via client portals and CAFM systemLiaise with engineers to confirm scope of works and produce reports/quotationsSource and order parts/materials from suppliers where requiredRaise Purchase Orders via CAFM system and sign off contractor invoicesMonitor contractor performance against SLAsProvide administrative support including filing, scanning, document control, and maintaining shared drivesReview weekly schedules to ensure efficient allocation of resources and skill setsEscalate incomplete planned/reactive works to managementPrepare and issue data for monthly reportingUpdate WIP reports weekly and assist with month-end financial packsRequirements:Previous experience in a Facilities Management helpdesk or similar administrative roleStrong organisational skills and ability to manage workload independentlyClient-focused and professional communication skillsComfortable working in a fast-paced environmentIf you are an experienced FM Helpdesk Administrator looking for a new opportunity in the Newcastle area, please apply with your CV and contact details.....Read more...
An opportunity has arisen for a Legal Cashier to join a respected legal firm, offering a full range of legal services across corporate, property, private client, and public sector work.
As a Legal Cashier, you will be responsible for supporting the cashroom function and ensuring client and firm funds are managed accurately and in line with relevant regulations.
This role offers a salary range of £28,000 - £34,000 and benefits.
You will be responsible for:
? Managing financial transactions through the firm's systems efficiently and accurately
? Reconciling data across multiple platforms and ensuring records are precise
? Liaising with fee-earners and other colleagues regarding payments
? Processing payments using online banking systems
? Preparing audit evidence and maintaining compliance with regulatory requirements
? Identifying, managing, and reporting financial risk
What we are looking for:
? Previously worked as a Legal Cashier, Accounts Assistant, Finance Assistant, Legal Accountant, Accounts Administrator, Billing Assistant or in a similar role.
? Sound knowledge of legal accounts rules, including Law Society and SRA accounts guidance
? Understanding of Anti-Money Laundering (AML) legislation and third-party payment procedures
? Confident using Practice Management Systems and financial software
? Strong organisational skills and attention to detail
What's on offer:
? Competitive salary
? Hybrid working to support work-life balance
? Supportive and collaborative team environment
? Opportunities for career development and progression
This is a fantastic opportunity for a Legal Cashier to join a professional and forward-thinking 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....Read more...
The Administrator’s responsibilities include, but are not limited to, the following:
To maintain administrative and financial skills at a current level and undertake such training and development as may from time-to-time be required to maintain that currency of practice
To provide administrative and financial services for the company in accordance with current best practice
To supervise the administrative and financial services within the company in accordance with agreed standards, legislative requirements, relevant regulations, in line with accepted best practice and within the financial plans agreed from time-to-time
Develop effective working relationships with other employees
Support the effective resolution of team conflicts
Work to establish effective employer/employee relationships
Other duties and responsibilities to be undertaken may include any (or all) of the items in the following list:
Cooperate with the implementation, evaluation, orientation and induction of all new employees
Be responsible for promoting and safeguarding the welfare of those individuals supported by the service
Promote a positive image for the people and employees of the company
Seek opportunities for personal and professional growth
Training Outcome:Progress onto different qualifications, Progression in role Employer Description:Fairhaven Lodge Dementia Care home in Lytham St Anne's, consists of single rooms with ensuite facilities and welcomes up to 25 residents with dementia. It is based in a scenic location with excellent amenities. It has been in operation for over 25 years and aims to provide comfortable surroundings and focused personal care.
With 23 private ensuite bedrooms, Fairhaven Lodge offers a wide range of residential care options including dementia, older learning disability, old age, convalescence and respite care. The team specialises in complex behaviour support for individuals diagnosed with any dementia or extensive memory loss. Related or conditions integrated with dementia are also supported at Fairhaven Lodge.Working Hours :Monday to Friday, 9am to 3pm or as directed by the manager.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills....Read more...
Manage & progress client files in respect of mortgage applications
Provide critical administrative support to our mortgage advisors and office team
Provide regular updates & excellent service to clients
Liaise with lenders, solicitors and clients in a professional and informative manner
Manage telephone enquiries effectively and efficiently
Undertake necessary training and maintain continuing professional development
Adhere to industry regulation and legislation guidelines as set down by the Financial Conduct Authority and any other regulatory bodies
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:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 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:A further apprenticeship or permanent position may be available upon completion of this apprenticeship, dependant on performance.Employer Description:Bluebell Mortgages are established Mortgage & Insurance Brokers, with over 30 years industry experience. We provide expert advice and guidance along with excellent client service.Working Hours :Monday to Friday, 9.00am to 5.30pm.Skills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Positive attitude....Read more...
An exciting opportunity has arisen for a Team Assistant to the Director / Accounts Assistant to join a well-established company managing shopping centres, specialising in retail asset management, leasing, and operations.
This is a varied role combining finance responsibilities with administrative support to the Director, providing an excellent opportunity to gain exposure across both accounting and operational aspects of the business.
As Accounts Assistant, you will support the finance function by covering purchase ledger, credit control, and general accounts, while also assisting the Director with day-to-day administrative coordination.
This role offers a salary of up to £35,000 plus benefits. Experience within property, retail or multi-site environments would be advantageous.
Key Responsibilities
Finance Responsibilities
* Managing the purchase ledger and processing supplier invoices efficiently
* Performing credit control tasks to ensure timely receipt of payments
* Supporting credit control activities, including payment allocation and chasing overdue balances
* Assisting with month-end processes, including reconciliations and preparation of supporting schedules
* Preparing and assisting with financial reports and statements
* Maintaining accurate financial records using Sage and Excel
Team Assistant / Director Support
* Providing administrative support to the Director, including coordinating meetings, schedules, and communications
* Assisting with preparation of reports, presentations, and documentation for management and stakeholders
* Supporting day-to-day operational administration within the business
* Acting as a point of coordination between the Director and internal teams when required
* Assisting with general office administration to ensure smooth running of daily activities
What We Are Looking For:
* Around 3 years' experience in an administrative or support role,
* Experience in purchase ledger, credit control, or accounting systems.
* Strong organisational and administrative skills, with the ability to support senior stakeholders.
* Proficient in Sage and Microsoft Excel.
Previous roles could include: Administration Assistant, Executive Assistant, Office Assistant, Office Administrator, Executive Secretary, Personal Secretary, Team Assistant, Administrative Coordinator, Director's Assistant, Administration Officer, Personal Assistant, EA, Admin Manager, Office Support Coordinator, Accounts Coordinator, Executive Office Assistant, Accounts Assistant, Finance Assistant, Accounts Administrator, Bookkeeper, Purchase Ledger Assistant, Credit Control Assistant, Accounts Executive, Finance Officer, or similar role.
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 firm, offering a full range of legal services across corporate, property, private client, and public sector work.
As a Legal Cashier, you will be responsible for supporting the cashroom function and ensuring client and firm funds are managed accurately and in line with relevant regulations.
This role offers a salary range of £28,000 - £34,000 and benefits.
You will be responsible for:
* Managing financial transactions through the firm's systems efficiently and accurately
* Reconciling data across multiple platforms and ensuring records are precise
* Liaising with fee-earners and other colleagues regarding payments
* Processing payments using online banking systems
* Preparing audit evidence and maintaining compliance with regulatory requirements
* Identifying, managing, and reporting financial risk
What we are looking for:
* Previously worked as a Legal Cashier, Accounts Assistant, Finance Assistant, Legal Accountant, Accounts Administrator, Billing Assistant or in a similar role.
* Sound knowledge of legal accounts rules, including Law Society and SRA accounts guidance
* Understanding of Anti-Money Laundering (AML) legislation and third-party payment procedures
* Confident using Practice Management Systems and financial software
* Strong organisational skills and attention to detail
What's on offer:
* Competitive salary
* Hybrid working to support work-life balance
* Supportive and collaborative team environment
* Opportunities for career development and progression
This is a fantastic opportunity for a Legal Cashier to join a professional and forward-thinking 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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As a Finance Administration Apprentice, your day-to-day responsibilities will include:
Supporting the Finance Team with administrative tasks and processes
Leading on specific duties such as the Glasspool fund and petty cash monitoring
Creating debit card sheets and issuing purchase order numbers
Filing, photocopying, scanning and organising financial paperwork
Dealing with incoming calls and post, and directing enquires appropriately
Ordering goods and supplies for Humbercare services
Supporting income recovery tasks for the Income Officer
Assisting finance colleagues with any required administrative or financial support
You’ll learn valuable skills in communication, organisation, teamwork and IT, all while contributing to the smooth running of the Finance Department
Training:This role includes:
On-the-job training with mentoring and support
Off-the-job training to complete the Level 3 Business Administrator Apprenticeship qualification
Support to develop skills in finance admin and professional workplace behaviours
Training Outcome:After the apprenticeship qualification is complete there is potential for a full time position and a chance to progress further.Employer Description:We are a charitable organisation dedicated to the support and enablement of Adults and Young People. Our services are designed to support, enable and help people to feel like valued members of our communities.Working Hours :Monday to Friday times to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working....Read more...
As a Member Representative Apprentice, you will be based in one of the Society’s branches and play a key role in supporting members with their day‑to‑day banking and savings needs. You will be part of a wider branch network, working closely with colleagues to deliver a high‑quality, welcoming and professional service.This role is focused on putting members at the heart of everything we do. You will help members understand the range of products and services available to them, support account opening and servicing, and act as a gateway to other areas of the business where appropriate. As an apprentice, you will learn how a branch operates, develop strong customer service skills, and build knowledge of financial products in a regulated environmentTraining: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:
CeMAP1 - awarded by the London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 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:Successful completion of the apprenticeship may lead to a permanent role and further career progression within the Hanley Economic Building Society.Employer Description:Founded in 1854, Hanley Economic Building Society is a mutual institution based in Stoke-on-Trent, Staffordshire, dedicated to providing savings and mortgage products to its members. With over 170 years of experience, it operates six branches across Staffordshire, combining traditional, face-to-face service with modern digital solutions.Working Hours :Monday to Friday between 8.00 - 6.00 with occasional Saturday 9.00 - 12.00.Skills: Communication skills,Attention to detail,Customer care skills,Number skills,Team working,Positive attitude....Read more...
The Apprentice Business Administrator is a key role within Cheshire West and Chester’s Revenues and Assessment Service which is within the wider Finance Directorate.
This apprentice role offers the opportunity to develop valuable experience of working within a busy administrative environment and acquire the skills and knowledge to become a Clerical Assistant.
The Apprentice Business Administrator will provide a wide range of essential administrative and business support activities to assist the Revenues and Assessment Service. This apprenticeship will have line manager, workplace mentor, inclusive employment manager and a dedicated apprentice programme tutor.
On successful completion of the Level 3 Business Administrator Apprenticeship Standard and review of performance, the post holder will progress to the substantive post of Clerical Assistant.
This role is ‘Hybrid’ which means working from Council Hub buildings and from home.
Notwithstanding the detail in this Job Role Profile, the job holder will undertake such work as may be determined by the Manager from time to time, up to or at a level consistent with the Principal Responsibilities of the job.
RESPONSIBILITIES - the Apprentice will…With appropriate support and supervision:
To manage and administer the scanning and indexing of incoming documents from low-income residents in accordance with specific guidelines and quality control procedures and report any discrepancies to the team leader to ensure that claimants’ applications for financial support are administered appropriately and effectively
To review, support and administer applications for schemes with basic eligibility criteria e.g. Free School Meals and assist customers seeking support by providing application forms and general claiming advice
To maintain electronic financial recording systems in respect of benefit support schemes. To advise the appropriate Team Leader of any discrepancies and provide information and evidence to assist in the decision-making process for applications made by local residents
To respond to enquiries in person, by telephone and in writing, from clients and a wide range of contacts, assessing their urgency and importance and to decide on the appropriate course of action (deal with the issue directly or liaise with other staff, agencies etc.) to avoid unnecessary disruption to professional staff
To support the authority in achieving performance measures, by obtaining documentation required to process Housing Benefit, Council Tax Reduction and Discretionary Grant claims swiftly
To have a working basic knowledge of Housing Benefit, Council Tax Reduction, Free School Meals and other discretionary schemes administered by the Council in order to advise residents appropriately
Training:Business Administrator Level 3.
Training will be delivered through a blend of workplace learning and formal off‑the‑job training.
Most training will take place at the apprentice’s normal place of work, with additional learning delivered by the training provider through college attendance, online learning, workshops, or Microsoft Teams.
Training will take place on a regular basis throughout the apprenticeship, with protected time during working hours to attend training sessions, complete learning activities, and prepare for assessments.
The exact schedule will be agreed between the apprentice, line manager, and training provider as part of the individual training plan.Training Outcome:On successful completion of the Level 3 business administrator apprenticeship standard and review of performance, the post holder will progress to the substantive post of Clerical Assistant. Employer Description:Local government is a diverse and dynamic environment, built on a foundation of many different occupations working together. From frontline services to strategic planning, every role contributes to shaping communities and improving lives. It’s a place where collaboration, innovation, and public service come together to make a real difference.
At Cheshire West and Chester Council, we’re proud of our commitment to excellence and inclusion. Our achievements speak for themselves:
Top 100 Apprenticeship Employer
Apprentice Employer of the Year Award
Gold Award – Armed Forces Covenant
Disability Confident Leader
Recognised as a Good Investor in People
We’re dedicated to building a stronger future where everyone plays their part in creating thriving, caring, and sustainable communities. Here, you can grow your career while making a meaningful impact. We take pride in doing things differently—delivering vital services that touch every aspect of people’s lives. Our work spans a wide range of exciting change programmes designed to tackle challenges across the borough and drive positive outcomes for all.
Working Hours :This role is ‘Hybrid’ which means working from Council Hub
buildings and from home. All apprenticeship training will take place during normal working hours. Discussed at interview.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,Patience....Read more...
Accounts Administrator (Part-Time) Location: Cheddar Salary: Up to £15 per hour DOE (£17,000 - £18,720 pro rata) Hours: 22-24 hours per week over 3 days (must include Friday)About the Role We are seeking an experienced and detail-oriented Accounts Administrator to join our growing and ambitious team. This is an excellent opportunity for a finance professional with experience in a small or medium-sized business who is looking for a varied, hands-on role within a supportive and fast-paced environment. You will play a key role in ensuring the smooth running of our day-to-day finance operations, working with Sage Accounts and Microsoft Office. Key Responsibilities:Purchase Ledger ·Processing purchase invoices onto Sage, matching to delivery notes and purchase orders ·Investigating and resolving invoice discrepancies ·Coding invoices accurately ·Reconciling supplier accounts to statements ·Managing supplier queriesSales Ledger ·Raising customer invoices ·Credit control - chasing overdue accounts via phone, email and letter ·Handling customer account queriesBanking & Payments ·Allocating payments and receipts ·Performing bank reconciliations ·Preparing supplier payment runs ·Processing ad hoc supplier and client paymentsExpenses & Financial Administration ·Processing employee expense claims and verifying documentation ·Managing company credit card expenses and reconciliations ·Ensuring all financial transactions are accurately recorded ·Handling telephone enquiries from colleagues, customers and suppliers ·General accounts administration including filing and archiving ·Supporting the finance team with ad hoc tasks as required Skills & Experience ·Minimum 2 years' experience in an accounts or finance role ·Strong understanding of accounting principles and double-entry bookkeeping ·Experience with sales and purchase ledger processes and reconciliations ·Knowledge of nominal codes, chart of accounts and VAT tax codes ·Proficiency in Microsoft Excel and Sage (or similar accounting software) ·Excellent numerical skills and high attention to detail ·Strong organisational and time management skills ·Ability to work independently and as part of a team ·Confident telephone manner and strong communication skills ·AAT qualified or qualified by experience (advantageous) What We Offer ·Competitive salary up to £15 per hour (depending on experience) ·Automatic enrolment into a Workplace Pension Scheme ·Full training and ongoing support ·Free workwear ·Free on-site parking ·Company social activitiesThis is a fantastic opportunity to join an energetic, inclusive business at an exciting stage of growth. If you are proactive, organised, and ready to contribute to a developing finance function, we would love to hear from you. If the role is of interest, then please send your CV today ....Read more...
