An opportunity has arisen for an Administrator to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As an Administrator, you will be providing vital administrative assistance to a team of Financial Advisers in a busy, office-based environment. This full-time role offers salary up to £35,000 and benefits.
You will be responsible for:
? Delivering all-round administrative support to advisers.
? Maintaining accurate and compliant client records using back-office systems.
? Preparing key documentation including illustrations, application forms, and authority letters.
? Processing new business submissions and handling investment or pension transfer requests.
? Liaising directly with providers and maintaining regular contact with clients.
? Compiling valuations, reports, and review documents.
? Organising and preparing meeting packs for client appointments.
What we are looking for:
? Previously worked as an IFA Administrator, Financial Administrator, Financial Planning Administrator, Paraplanner or in a similar role.
? At least 2 years' experience working within an IFA environment.
? Skilled in Microsoft Word and Excel.
? Excellent communication skills.
? Ideally possess experience using Intelligent Office and working with wrap platforms.
What's on offer:
? Competitive salary
? 25 days holiday plus bank holidays
? Company pension scheme
? Annual discretionary bonus
? Death in service cover
? Free on-site parking
This is a great opportunity to join a well-supported and trusted team within a stable organisation.
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....Read more...
An opportunity has arisen for a Paraplanner to join a well-established financial services firm offering independent advice with a strong focus on investment, retirement, and estate planning services.
As a Paraplanner, you will be supporting financial advisers through technical research and preparation of suitability reports. This is a 12-month fixed-term contract position, with the possibility of extension, offering a salary range of £38,000 to £46,000 plus bonus and benefits.
For trainee candidates, the shift will be working 4 days a week and Friday for studying.
What we are looking for:
? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator or in a similar role.
? Possess 1 year of paraplanning experience
? Experience of 2 years within the financial advice sector, ideally within an independent advisory setting
? Strong understanding of paraplanning processes and financial planning concepts
? Familiarity in using research systems such as Defaqto Engage, Selectapension, and Iress Xplan
? Level 4 Diploma in Financial Planning (CII) or actively working towards completion
? Experience liaising with product providers and platforms to gather necessary data
What's on offer:
? Competitive salary
? Annual discretionary bonus
? Company pension scheme
? Potential for the contract to become permanent based on performance
This is a fantastic opportunity to advance your career in financial services with a respected firm in the heart of London.
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 ....Read more...
An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
? Reviewing client documentation and adviser meeting notes to extract key planning requirements.
? Carrying out detailed financial analysis, including cashflow projections and investment reviews.
? Researching pensions, investments, protection and estate planning options.
? Drafting suitability reports tailored to clients individual circumstances and goals.
? Preparing technical illustrations and disclosure documentation.
? Supporting advisers ahead of client meetings with accurate data and insights.
? Collaborating with the wider team to ensure timely case progression.
? Ensuring all advice and documentation remains compliant with current regulations.
? Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
? At least 4 years' experience in Paraplanning.
? Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
? Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
? In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
? Competitive salary
? 25 days holiday plus bank holidays
? Company pension scheme
? Annual discretionary bonus
? Death in service cover
? Free on-site parking
This is a great opportunity to ....Read more...
An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
? Reviewing client documentation and adviser meeting notes to extract key planning requirements.
? Carrying out detailed financial analysis, including cashflow projections and investment reviews.
? Researching pensions, investments, protection and estate planning options.
? Drafting suitability reports tailored to clients individual circumstances and goals.
? Preparing technical illustrations and disclosure documentation.
? Supporting advisers ahead of client meetings with accurate data and insights.
? Collaborating with the wider team to ensure timely case progression.
? Ensuring all advice and documentation remains compliant with current regulations.
? Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
? At least 4 years' experience in Paraplanning.
? Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
? Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
? In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
? Competitive salary
? 25 days holiday plus bank holidays
? Company pension scheme
? Annual discretionary bonus
? Death in service cover
? Free on-site parking
This is a great opportunity to ....Read more...
An opportunity has arisen for a Paraplanner to join a well-established financial services firm offering independent advice with a strong focus on investment, retirement, and estate planning services.
As a Paraplanner, you will be supporting financial advisers through technical research and preparation of suitability reports. This is a 12-month fixed-term contract position, with the possibility of extension, offering a salary range of £38,000 to £46,000 plus bonus and benefits.
For trainee candidates, the shift will be working 4 days a week and Friday for studying.
What we are looking for:
* Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator or in a similar role.
* Possess 1 year of paraplanning experience
* Experience of 2 years within the financial advice sector, ideally within an independent advisory setting
* Strong understanding of paraplanning processes and financial planning concepts
* Familiarity in using research systems such as Defaqto Engage, Selectapension, and Iress Xplan
* Level 4 Diploma in Financial Planning (CII) or actively working towards completion
* Experience liaising with product providers and platforms to gather necessary data
What's on offer:
* Competitive salary
* Annual discretionary bonus
* Company pension scheme
* Potential for the contract to become permanent based on performance
This is a fantastic opportunity to advance your career in financial services with a respected firm in the heart of London.
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...
An opportunity has arisen for an Administrator to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As an Administrator, you will be providing vital administrative assistance to a team of Financial Advisers in a busy, office-based environment. This full-time role offers salary up to £35,000 and benefits.
You will be responsible for:
* Delivering all-round administrative support to advisers.
* Maintaining accurate and compliant client records using back-office systems.
* Preparing key documentation including illustrations, application forms, and authority letters.
* Processing new business submissions and handling investment or pension transfer requests.
* Liaising directly with providers and maintaining regular contact with clients.
* Compiling valuations, reports, and review documents.
* Organising and preparing meeting packs for client appointments.
What we are looking for:
* Previously worked as an IFA Administrator, Financial Administrator, Financial Planning Administrator, Paraplanner or in a similar role.
* At least 2 years' experience working within an IFA environment.
* Skilled in Microsoft Word and Excel.
* Excellent communication skills.
* Ideally possess experience using Intelligent Office and working with wrap platforms.
What's on offer:
* Competitive salary
* 25 days holiday plus bank holidays
* Company pension scheme
* Annual discretionary bonus
* Death in service cover
* Free on-site parking
This is a great opportunity to join a well-supported and trusted team within a stable organisation.
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...
An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
* Reviewing client documentation and adviser meeting notes to extract key planning requirements.
* Carrying out detailed financial analysis, including cashflow projections and investment reviews.
* Researching pensions, investments, protection and estate planning options.
* Drafting suitability reports tailored to clients individual circumstances and goals.
* Preparing technical illustrations and disclosure documentation.
* Supporting advisers ahead of client meetings with accurate data and insights.
* Collaborating with the wider team to ensure timely case progression.
* Ensuring all advice and documentation remains compliant with current regulations.
* Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
* Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
* At least 4 years' experience in Paraplanning.
* Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
* Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
* In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
* Competitive salary
* 25 days holiday plus bank holidays
* Company pension scheme
* Annual discretionary bonus
* Death in service cover
* Free on-site parking
This is a great opportunity to join a well-supported and trusted team within a stable organisation.
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...
An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
* Reviewing client documentation and adviser meeting notes to extract key planning requirements.
* Carrying out detailed financial analysis, including cashflow projections and investment reviews.
* Researching pensions, investments, protection and estate planning options.
* Drafting suitability reports tailored to clients individual circumstances and goals.
* Preparing technical illustrations and disclosure documentation.
* Supporting advisers ahead of client meetings with accurate data and insights.
* Collaborating with the wider team to ensure timely case progression.
* Ensuring all advice and documentation remains compliant with current regulations.
* Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
* Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
* At least 4 years' experience in Paraplanning.
* Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
* Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
* In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
* Competitive salary
* 25 days holiday plus bank holidays
* Company pension scheme
* Annual discretionary bonus
* Death in service cover
* Free on-site parking
This is a great opportunity to join a well-supported and trusted team within a stable organisation.
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...
Key Responsibilities:
Assist with client communications, both written and verbal
Help prepare documents and reports for client meetings
Maintain accurate records and update client information
Support the processing of applications and policy administration
Learn about financial products, compliance, and industry regulations
Contribute to a positive and professional office environment
What We Offer:
Full training and support towards a Level 3 Financial Services
Administrator apprenticeship
A welcoming, team-oriented workplace
Opportunities for progression and long-term career development
A chance to make a real difference in clients’ financial futures
Start your career with a company that values integrity, learning, and personal growth. Join Lawrence Clarke Financial Planning and take your first step into the world of financial advice.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.
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:Successful apprentices will have the opportunity to progress within the business, including the chance to undertake a Level 4 Paraplanner Apprenticeship. This next step offers deeper technical knowledge and the potential to move into a more analytical and client-focused role, supporting financial advisers with research, report writing, and financial planning strategies.Employer Description:Lawrence Clarke Financial Planning is an independent financial advice company based in Fareham, Hampshire. Since 1998, the team has been dedicated to helping individuals and families make confident, informed financial decisions at every stage of life. They offer clear, jargon-free advice tailored to each client’s unique goals—whether that’s planning for retirement, managing wealth, or protecting loved ones.
The firm works with a wide range of clients, including professionals, business owners, and retirees, providing bespoke financial solutions that evolve with life’s changes. Their approach is personal, proactive, and focused on building long-term relationships based on trust and understanding.
Joining Lawrence Clarke as an apprentice means becoming part of a supportive, client-focused team that values integrity, learning, and making a real difference in people’s lives.Working Hours :Monday to Friday 9am to 5pmSkills: Communication skills,Attention to detail,Organisation skills,Proactive attitude,Willingness to learn....Read more...
An exciting opportunity has arisen for a Customer Service Coordinator to join our client, a leading independent sewage treatment specialist serving businesses, local authorities, charities, and residential customers across Southern England.
As a Customer Service Coordinator, you will coordinate and allocate maintenance tasks to engineers using scheduling software. This full-time role offers salary range of £25,000 - £28,000 and benefits.Ideally, you will have some accounts experience especially with Xero (full training provided)
You will be responsible for:
? Handle and route incoming calls promptly, ensuring a professional and courteous response.
? Process purchase invoices and accurately maintain service and financial records.
? Organise and manage calendars, arranging appointments and service schedules.
? Support basic bookkeeping functions using Xero
? Prepare and update documents, spreadsheets, and presentations using Microsoft Office tools.
? Deliver general administrative support across multiple departments as required.
What we are looking for:
? Previously worked as a Service Administrator, Service Coordinator, Operations Coordinator, Operations Administrator, Accounts Administrator, Support Coordinator, Scheduler, Planning Administrator, Office Administrator, Engineering Administrator, Contracts Administrator, Technical Administrator, or in a similar role.
? Ideally have 2 years of experience in customer service and 1 year in scheduling.
? Ideally, you will have some accounts experience especially with Xero (full training provided)
? Skilled in using Microsoft Office applications (Word, Excel, PowerPoint).
? Excellent telephone manner and interpersonal skills.
? Experience in scheduling and accounting software would be preferred.
What's on offer:
? Competitive salary
? Company pension scheme
? Free on-site parking
Apply today - this is a fantastic opportunity to join a supportive and professional team!
Impor....Read more...
An exciting opportunity has arisen for a Customer Service Coordinator to join our client, a leading independent sewage treatment specialist serving businesses, local authorities, charities, and residential customers across Southern England.
As a Customer Service Coordinator, you will coordinate and allocate maintenance tasks to engineers using scheduling software. This full-time role offers salary range of £25,000 - £28,000 and benefits.Ideally, you will have some accounts experience especially with Xero (full training provided)
You will be responsible for:
* Handle and route incoming calls promptly, ensuring a professional and courteous response.
* Process purchase invoices and accurately maintain service and financial records.
* Organise and manage calendars, arranging appointments and service schedules.
* Support basic bookkeeping functions using Xero
* Prepare and update documents, spreadsheets, and presentations using Microsoft Office tools.
* Deliver general administrative support across multiple departments as required.
What we are looking for:
* Previously worked as a Service Administrator, Service Coordinator, Operations Coordinator, Operations Administrator, Accounts Administrator, Support Coordinator, Scheduler, Planning Administrator, Office Administrator, Engineering Administrator, Contracts Administrator, Technical Administrator, or in a similar role.
* Ideally have 2 years of experience in customer service and 1 year in scheduling.
* Ideally, you will have some accounts experience especially with Xero (full training provided)
* Skilled in using Microsoft Office applications (Word, Excel, PowerPoint).
* Excellent telephone manner and interpersonal skills.
* Experience in scheduling and accounting software would be preferred.
What's on offer:
* Competitive salary
* Company pension scheme
* Free on-site parking
Apply today - this is a fantastic opportunity to join a supportive and professional 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
....Read more...
As our Business Administrator Apprentice, you'll support the daily operations of the business, gaining hands-on experience in areas such as:
Managing emails, phone calls, and correspondence
Maintaining accurate records and filing systems including financial records
Supporting various departments with administrative tasks
Updating databases and assisting with reporting
Providing excellent customer service to internal and external stakeholders
Training:
Level 3 Business Apprenticeship qualification
On the job training with experienced mentors
Career development opportunities
A friendly and supportive work environment
Training Outcome:
Business administrator
Finance assistant
Project administrator
Employer Description:We design & build splash pads for holiday parks, councils and other enterprises who use water play. We also service and maintain them yearly.Working Hours :Monday - Friday, 9.00am - 3.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Analytical skills,Team working,Initiative,Interpersonal Skills,Time Management Skills,Positive Attitude,Willingness to learn....Read more...
An exciting opportunity at a growing international RF technology group has hit the market; our client is hiring for an Office and Finance Administrator based in Lincoln.
The Office and Finance Administrator will report to the CTO, with additional responsibilities to the Finance Manager and CFO. This vital role will support the day-to-day operations.
Main responsibilities of the Office and Finance Administrator, based in Lincoln:
Provide day-to-day office administration and support to a growing engineering team
Manage bookkeeping and accounts reporting using MS Navision/Business Central
Support financial analysis, data entry, and reporting in line with group deadlines
Assist with procurement for R&D requirements, including sourcing components and interpreting data sheets
Update and apply office procedures and HR administrative tasks
Act as a keyholder and emergency contact for the Lincoln premises
Liaise with group stakeholders across multiple international locations
Help maintain a smooth, efficient, and organised office environment
Provide flexibility in handling a variety of ad hoc tasks as needed
Requirements of the Office and Finance Administrator, based in Lincoln:
Previous experience in office administration and finance
AAT qualified or currently studying towards CIMA/ACCA (preferred)
Strong numeracy skills and attention to detail
Proficient in Microsoft Office and experience with ERP systems (Navision/Business Central ideal)
Highly organised, self-motivated, trustworthy and discreet
Able to manage time effectively and meet deadlines
Comfortable working onsite most of the week (hybrid flexibility available)
Fluent in written and spoken English
Must live within a commutable distance of Lincoln
This is a great opportunity for an enthusiastic and dependable Office and Finance Administrator who thrives in a dynamic environment and wants to play a foundational role in a fast-growing technology business.
To apply for this Office and Finance Administrator role in Lincoln, please send your CV to kchandarana@redlinegroup.Com or call 01582 878 830 / 07961 158 784.....Read more...
As a Business Administration Apprentice, you’ll support the day-to-day operations of the business, gaining valuable experience across a range of administrative and organisational tasks. Your duties will include, but are not limited to:
Creating and sending invoices to clientsProviding weekly client updates in a clear and professional mannerContacting insurance providers to chase information and recording updates in file notes/templatesManaging the company inbox, allocating tasks to the paraplanning team, and responding to queriesProcessing business through internal CRM systems and ensuring data accuracyDrafting client communications, including letters and emailsPreparing meeting packs using internal systems and relevant documentationTaking minutes during quarterly meetings and distributing them as requiredSupporting with general office administration and ad hoc tasks as directed by managementAttending college sessions and completing all coursework and assignments on time
Training:Business Administrator Level 3 Functional Skills in English and maths if required21 months inclusive of 3 month EPA periodMonthly College attendance – one day per month Nottingham City Hub CampusPlease note that as this is an apprenticeship standard you will be required to sit an end point assessment.
Please click on the link below for more information regarding End Point Assessment:https://www.instituteforapprenticeships.org/apprenticeship-standards/business-administrator-v1-0 Training Outcome:There is scope for progression for the right candidate, who wishes to move into a full administrator role and/or paraplanning role in the future.Employer Description:At Luminar Paraplanning, we provide expert outsourced paraplanning support to financial advisers, helping streamline their advice process and ensure compliance with regulatory standards. Our team specialises in crafting high-quality suitability reports and compiling all necessary documentation for case submissions. By handling the technical and administrative aspects of financial planning, we enable advisers to focus on building strong client relationships and delivering exceptional advice. Whether you need ongoing retained services or assistance with complex cases, Luminar delivers reliable, compliant, and efficient paraplanning tailored to your business needs.Working Hours :Working hours are: 9-5 or 8-4 - 37.5 per weekSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Patience....Read more...
Key Responsibilities:
Carry out general office duties, including scanning, filing and post handling
Provide general administrative support to our administration team and advisers
Input and update client information accurately into our back-office system
Maintain and organise electronic and paper-based client files
Ensure all files are complete and compliant with internal procedures and regulatory requirements.
Liaise with product and service providers regarding client requests and documentation.
Support advisers and administrators with administrative tasks as required.
Ensure confidentiality and data protection compliance at all times.
Training:You will attend our Digbeth Campus one day a week on a Wednesday 9am-5pm. You'll be working towards a Level 3 Business Administrator apprenticeship standard.Training Outcome:There may be a full time position available at the end of your apprenticeship Employer Description:Whateley Wealth Management is a specialist firm dedicated to helping clients achieve financial peace of mind. We offer access to a wide range of financial products and services, guiding individuals through complex financial decisions to help secure the future they deserve. As the financial landscape evolves, we remain committed to continually enhancing and refining the services we provide.Working Hours :Monday-Friday 9am-5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Presentation skills,Administrative skills,Team working,Creative,Initiative,Non judgemental....Read more...
An opportunity has arisen for a Bookkeeper to join a well-established landscape construction firm specializing in both hard and soft landscaping, garden design, and bespoke outdoor structures.
As a Bookkeeper, you will be handling day-to-day bookkeeping and supporting the financial function across the business. This full-time role offers a salary range of £28,000 - £31,000 and benefits.
You will be responsible for:
? Managing both purchase and sales ledgers
? Producing monthly management accounts and assisting with job costing and budgeting
? Administering payroll and processing VAT, PAYE and CIS
? Conducting bank reconciliations and generating financial reports for senior leadership
? Overseeing renewals and ongoing management of insurance policies and utility contracts
? Maintaining financial records using Sage 50, Xero, QuickBooks and similar systems
What we are looking for:
? Previously worked as a Bookkeeper, Accounts Assistant, Finance Assistant, Accounts Administrator, Assistant Accountant, Junior Accountant, Company Bookkeeper or in a similar role.
? Knowledge of accounting platforms such as Sage 50, Xero, QuickBooks, and similar tools
? Background in bookkeeping and financial administration
? AAT or equivalent qualification (desirable)
? Knowledge of VAT, payroll, PAYE, and CIS requirements
? Have a driving licence and access to a car
What's on offer:
? Competitive salary
? Company pension scheme
? Free on-site parking
? Friendly and supportive working environment
This is a fantastic opportunity for a Bookkeeper to join a thriving business where your contributions will be valued.
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 i....Read more...
Your duties will include but are not limited to:
Processing mortgage applications for new and existing clients
Outbound calling of potential clients to secure appointments
Ensuring client needs are met
Following strict compliance process and procedures
Building excellent relationships with clients and colleagues
Updating our company database
Managing your own diary
Maintaining our high standard of customer service and follow strict procedures
Assisting colleagues in busy periods
Completing necessary training
Training:The Financial Services Administrator Level 3 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:This apprenticeship offers a route for a career in the mortgage advice sector or for potential progression into other Financial Services roles.Employer Description:Expert Financial Ltd is an experienced mortgage broker offering whole of market mortgage advice in Huntingdon, St Neots and the surrounding Cambridge areas.Working Hours :9.00am - 5.00pm Monday to Thursday
9:00am - 4.00pm FridaySkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Initiative,Patience....Read more...
Recruitment Administrator - Bristol – £26-28k p/a - Exciting Career Opportunity - Apply Today!Ignition Driver Recruitment is currently recruiting for a 360° Recruitment Administrator, to be based at our office in Bristol. The office services a number of high-profile clients across a number of sites which have been long-term partners over a number of years.Recruitment Administrator - Role & Responsibilities Responsible for the administration involved in the end-to-end booking process of HGV driversPayroll data entry and record maintenance Governance & ComplianceRTW and DVLA Licence CheckingAdvertising, Screening and Interviewing potential HGV driversPlease note that whilst this role is mostly managing HGV drivers, there may be some requirement to deal with warehousing flex-employees also. Recruitment Administrator - Working HoursThe role is Monday to Friday, and we are looking for someone who can meet the requirement for flexibility when it comes to working hours and days. It is a full-time role, therefore 37.5 hours a week standard, but there will be requirements during busier periods for longer working hours and potential weekend working.At present we are looking for someone to work 09:00 - 17:00.Recruitment Administrator - Candidate Requirements You will have excellent interpersonal skills, experience of building and maintaining relationships internally and externallyYou must be able to work under your own initiative, as well as part of a larger teamYou should be confident with your own time managementYou will have a pragmatic approach to problem-solvingYou will be able to demonstrate 12 months experience working in a similar administration roleRecruitment Administrator - The PackageFinancial: Excellent salary prospectsWeekly Pay (Friday)Death In ServiceCompany Contribution Pension SchemeWelfare: Generous holiday entitlement – 28 days rising to 33 after service length increasesAn extra day off during your birthday monthFantastic employee engagement initiatives Annual Summer Garden PartyAnnual Black Tie Christmas EventTeam events throughout the year Independent HR team for training, advice and supportWorking in a vibrant and exciting atmosphere Professional Development: Fantastic career development opportunitiesExcellent employee growth Continuous training opportunitiesEmployee mentoring Regular performance assessments to enhance career progressionIf you think you have what it takes to join this expanding team, and you would like to chat to someone further about the role, the company and your prospects with the business, please click to apply today.....Read more...
An opportunity has arisen for a Bookkeeper to join a well-established landscape construction firm specializing in both hard and soft landscaping, garden design, and bespoke outdoor structures.
As a Bookkeeper, you will be handling day-to-day bookkeeping and supporting the financial function across the business. This full-time role offers a salary range of £28,000 - £31,000 and benefits.
You will be responsible for:
* Managing both purchase and sales ledgers
* Producing monthly management accounts and assisting with job costing and budgeting
* Administering payroll and processing VAT, PAYE and CIS
* Conducting bank reconciliations and generating financial reports for senior leadership
* Overseeing renewals and ongoing management of insurance policies and utility contracts
* Maintaining financial records using Sage 50, Xero, QuickBooks and similar systems
What we are looking for:
* Previously worked as a Bookkeeper, Accounts Assistant, Finance Assistant, Accounts Administrator, Assistant Accountant, Junior Accountant, Company Bookkeeper or in a similar role.
* Knowledge of accounting platforms such as Sage 50, Xero, QuickBooks, and similar tools
* Background in bookkeeping and financial administration
* AAT or equivalent qualification (desirable)
* Knowledge of VAT, payroll, PAYE, and CIS requirements
* Have a driving licence and access to a car
What's on offer:
* Competitive salary
* Company pension scheme
* Free on-site parking
* Friendly and supportive working environment
This is a fantastic opportunity for a Bookkeeper to join a thriving business where your contributions will be valued.
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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Take responsibility for the smooth processing and tracking of administrative tasks
Ensure accurate updating of CRM system
Prepare and process new business submissions, confidently using different processes and monitoring through to completion
Issue Letters of Authority and check information received
Complete ID checks
Prepare and issue client review packs
Use full range of available software, including but not limited to Microsoft Office, Professional Adviser, BAT
Respond to client enquiries in a timely manner
Keep up to date with changes that affect your role and adapt processes and procedures accordingly
Interact and work closely with the rest of the support team to ensure a consistent approach
Liaise with Clients, IFAs, Professional Intermediaries and Providers
Be fully prepared to undertake any project work or ad hoc tasks required, taking ownership of the end-to-end process and outcomes
Training:
Financial Services Administrator Level 3 Apprenticeship Standard
Training Outcome:
We actively promote talent internally and encourage employees to build a career with us
Full support available to progress with relevant financial services qualifications
Employer Description:Adanac Financial Services was established in 2002. Its foundations are built on demand for a firm that understands and specialises in the needs of solicitors, accountants and and their clients as well as providing high quality and bespoke independent financial advice to our private and business clients.
We provide a comprehensive range of advice across Pensions, Investments, Protection and Tax planning.
Promoting a friendly culture based around working together to achieve the best results. Along with promoting talent internally we actively encourage employees to build a career with us.Working Hours :Monday - Friday, 09:00 - 17:00, 1 hour lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Initiative....Read more...
We are currently recruiting a Part-Time Bookkeeper on behalf of a well-established and reputable business specialising in tailored storage solutions. With a focus on the design, construction, and installation of high-quality storage systems, this company prides itself on craftsmanship and customer satisfaction.
This role offers 20-25 hours per week, salary £15 - £17 per hour with flexibility and potential to transition into a full-time position. The successful candidate will work closely with the senior leadership team to maintain accurate financial records and ensure ongoing financial compliance and reporting.
Key Responsibilities:
* Maintain up-to-date and accurate financial records using Xero and Stripe
* Reconcile high volumes of transactions across internal systems and third-party platforms
* Submit quarterly VAT returns
* Manage accounts payable, including supplier payment processing
* Prepare monthly financial reports including profit and loss statements and balance sheets
* Support budgeting and forecasting activities
* Assist in year-end audits in collaboration with external auditors
* Provide occasional front-of-house support, including greeting visitors, accepting deliveries, and responding to basic customer enquiries
Essential Skills & Experience:
* Minimum of 2-3 years experience in a Bookkeeper or similar finance role
* Qualified or part-qualified in AAT, CIMA, or working towards a recognised accounting qualification
* Proficient in Xero and Microsoft Excel
* Strong understanding of general accounting principles and financial reporting
Please note: Only applicants who meet the essential skills and experience criteria will be considered, as per the clients requirements.
Benefits:
* Competitive hourly pay
* Company pension scheme
* Flexible working hours
* Employee and store discounts
* Free on-site parking
This is an exciting opportunity for a skilled Bookkeeper looking to join a supportive and growing business with the flexibility of part-time hours and the potential for growth.
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: Bookkeeper, Accounts Assistant, Finance Assistant, Assistant Accountant, Accounts Administrator, Junior Accountant
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Data entry
Assisting with payroll calculations
Handling basic payroll queries
Liaising with HMRC where required
Learning payroll legislation
Maintaining confidentiality
Covering reception duties when required
Training:Payroll Administrator Level 3 Apprenticeship Standard:
A 100% tailored training and assessment program will be delivered to support you throughout your Apprenticeship, (21 months including endpoint assessment) topics covered include:
Business and Customer Awareness
Payroll Core
Pensions
Technical Payroll
Regulations and Compliance
Systems and Processes
Planning and Prioritisation
Analysis skills
Using Systems and Processes
Producing Quality and Accurate Information and Reports
You may need to complete level 2 maths and English Functional skills (if you cannot evidence prior grades)
Training Outcome:
A permanent position should the candidate prove successful
Employer Description:SMH Group offers a comprehensive suite of financial services to our clients including Accountancy, Payroll, Financial Services and Wills & Probate. We have over 150 employees across our 10 offices throughout the Yorkshire/Derbyshire region.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working....Read more...
Key Responsibilities
Provide general administrative support to the team
Maintain and update training records, files and databases
Assist with scheduling meetings, taking minutes and diary management
Reporting to and assisting the office manager
Using Xero for financial record keeping
Training Outcome:A full-time job may be offered to the right candidate on completion of their apprenticeship as either an administrator or, should the candidate wish, they can do further training.Employer Description:Optimum Carpentry, was founded by Ryan Hornby in 2008, starting with small domestic jobs we have developed to completing housing estates and large commercial carpentry contracts.Working Hours :Monday to Friday, times to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Initiative....Read more...
Assist with the completion of finance-related tasks, including invoicing, budgeting and expense tracking
Support the current finance administrator in daily financial operations and reporting
Undertake general office administration duties, including filing, data entry and document management
Learn and understand the roles and responsibilities of the finance administrator and office administrator
Collaborate with team members to assist with various administrative tasks and projects
Maintain an organised and efficient office environment
Respond to enquiries and provide excellent customer service to internal and external stakeholders
Participate in training sessions and professional development opportunities to enhance your skills
Training:
Data Technician Apprenticeship Standard Level 3, including Functional Skills if required
You will learn the knowledge, skills & behaviours which will support you for your end-point assessment
You will take part in a combination of activities, such as face-to-face classroom-based sessions, remote learning sessions, work shadowing and online learning, to support your learning and development
You will be required to undertake training sessions with Avant Skills Academy every other week, throughout the length of the apprenticeship
At the end of the on-programme learning, you will be required to undertake an End-Point Assessment (EPA) to demonstrate you have met the occupational standard
Training Outcome:With this apprenticeship, should you prove yourself to be the right candidate for the job, you can expect continued employment and excellent developmental and progression opportunities, including potential progression to the following:
Level 3 Team Leader Supervisor
Level 3 Content Creator
Employer Description:Humber Bank Instruments (HBI) is a leading turnkey engineering service provider specialising in electrical, control, and instrumentation (EC&I) solutions. We deliver comprehensive services tailored to meet the unique needs of various industries, ensuring optimal performance and safety, proactive and compliant solutions.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,Creative....Read more...
Inputting information onto Beckett systems
Generate quotes from various providers online platforms and request offline quotations
Undertake scanning and ensure information is saved in the right place
Prepare meeting packs for consultants, with supervision, including governance meetings
Produce accurate records and documents including emails, letters and files
Complete post meeting housekeeping – including actions and updating systems where directed
Liaise with the team regarding reviews that are due each month and keep opportunities up to date
Complete anti money laundering checks via Smart Search and companies house for corporate clients
Generate policy information request letters for letters of authority and change of agency and send to providers
Assist with administering new and existing schemes and respond to scheme queries
Assist in formatting data from clients and eligibility and upload for scheme processing
Provide general administrative support to Employee Services team members, working closely with business support colleagues
Take ownership for learning and self-development, seeking support and direction as necessary
Maintain and update my talent development record, via the Beckett Academy App, ensuring my objectives are up to date and impact of any training is recorded
Take part in workplace activities to promote problem solving
Training:
Business Administrator Level 3 Apprenticeship Standard
All training will take place at work
Training Outcome:
There is a clear career pathway through ES team. However, this qualification would stand you in good stead for other administration roles within Becketts
Employer Description:Becketts was established in 1988 and is recognised as one of the largest regional providers of financial advice to individuals and corporate clients. We have offices across the East of England and currently manage assets in excess of £1bn on behalf of our clients. We are very proud to have been certified as a B Corporation (B Corp). This means our business meets the highest standards of social and environmental performance, transparency and accountability. We hold the accreditation of Chartered Financial Planners, the most prestigious award in our profession, which means our clients enjoy the highest standards in our industry. A recent client survey revealed an average score of 9.6 out of 10. We are ranked as being one of the Top 100 Financial Firms in the UK by FT Advisor, a Financial Times publication, and Citywire’s New Model Adviser. We have also received a number of awards for our employee engagement, client satisfaction and innovation within financial services.Working Hours :Monday - Friday, 9.00am - 5.00pm, with an unpaid hour break for lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Analytical skills,Team working,Willing to learn,Trustworthy....Read more...
