An opportunity Has Arisen for a Financial Services Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Financial Services Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For:
? Leading, mentoring, and developing the client support team.
? Allocating and monitoring workloads to ensure deadlines are achieved.
? Managing complex or high-priority client administration tasks directly.
? Overseeing onboarding, annual reviews, and day-to-day service delivery.
? Acting as the main operational point of contact between advisers and paraplanners.
? Monitoring workflow and addressing bottlenecks before they escalate.
? Maintaining compliance and ensuring quality standards are met.
? Driving continuous improvement across systems and processes.
? (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For:
? Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
? At least 2 years of experience in financial services
? A strong background in financial services administration (pensions, investments, insurance, or wealth management).
? Proven ability to lead teams and manage multiple priorities effectively.
? Excellent attention to detail and accuracy in all tasks.
? Strong organisational skills and effective communication.
What's on Offer:
? Competitive salary
? Generou....Read more...
An opportunity Has Arisen for a Senior IFA Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As aSenior IFA Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
? Leading, mentoring, and developing the client support team.
? Allocating and monitoring workloads to ensure deadlines are achieved.
? Managing complex or high-priority client administration tasks directly.
? Overseeing onboarding, annual reviews, and day-to-day service delivery.
? Acting as the main operational point of contact between advisers and paraplanners.
? Monitoring workflow and addressing bottlenecks before they escalate.
? Maintaining compliance and ensuring quality standards are met.
? Driving continuous improvement across systems and processes.
? (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
? Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
? At least 2 years of experience in financial services
? A strong background in financial services administration (pensions, investments, insurance, or wealth management).
? Proven ability to lead teams and manage multiple priorities effectively.
? Excellent attention to detail and accuracy in all tasks.
? Strong organisational skills and effective communication.
What's on Offer
? Competitive salary
? Generous holiday entitlemen....Read more...
An opportunity Has Arisen for a Financial Services Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Financial Services Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For:
* Leading, mentoring, and developing the client support team.
* Allocating and monitoring workloads to ensure deadlines are achieved.
* Managing complex or high-priority client administration tasks directly.
* Overseeing onboarding, annual reviews, and day-to-day service delivery.
* Acting as the main operational point of contact between advisers and paraplanners.
* Monitoring workflow and addressing bottlenecks before they escalate.
* Maintaining compliance and ensuring quality standards are met.
* Driving continuous improvement across systems and processes.
* (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For:
* Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
* At least 2 years of experience in financial services
* A strong background in financial services administration (pensions, investments, insurance, or wealth management).
* Proven ability to lead teams and manage multiple priorities effectively.
* Excellent attention to detail and accuracy in all tasks.
* Strong organisational skills and effective communication.
What's on Offer:
* Competitive salary
* Generous holiday entitlement.
* Professional development and qualification support.
* Company pension and wellbeing initiatives.
* Enhanced family leave policies.
* Additional leave and regular company events.
* Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services 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 exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
? Collaborating with financial planners to conduct detailed research.
? Producing accurate financial reports, including cashflow planning and tailored recommendations.
? Researching financial products and market trends to support planning advice.
? Utilising planning software to manage tasks and produce recommendations.
? Ensuring adherence to regulatory standards and compliance requirements.
? Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant, Financial administrator within the financial services sector.
? Strong knowledge of financial planning software and regulatory frameworks.
? Exceptional analytical skills and attention to detail.
? Ability to contribute effectively within a team environment.
? Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
? Competitive Salary
? Collaborative and supportive working environment.
? Opportunities for professional development and career progression.
? Flexible and hybrid working options.
? 25 days annual leave plus bank holidays.
? Access to health and wellbeing schemes
? Including Employee Assistance Programmes.
? Pension scheme with employer contributions.
? Staff rewards
? Commission schemes.
This is a fantastic opportunity to ....Read more...
An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
? Collaborating with financial planners to conduct detailed research.
? Producing accurate financial reports, including cashflow planning and tailored recommendations.
? Researching financial products and market trends to support planning advice.
? Utilising planning software to manage tasks and produce recommendations.
? Ensuring adherence to regulatory standards and compliance requirements.
? Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant, Financial administrator within the financial services sector.
? Strong knowledge of financial planning software and regulatory frameworks.
? Exceptional analytical skills and attention to detail.
? Ability to contribute effectively within a team environment.
? Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
? Competitive Salary
? Collaborative and supportive working environment.
? Opportunities for professional development and career progression.
? Flexible and hybrid working options.
? 25 days annual leave plus bank holidays.
? Access to health and wellbeing schemes
? Including Employee Assistance Programmes.
? Pension scheme with employer contributions.
? Staff rewards
? Commission schemes.
This is a fantastic opportunity to ....Read more...
An opportunity Has Arisen for a Senior IFA Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As aSenior IFA Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
* Leading, mentoring, and developing the client support team.
* Allocating and monitoring workloads to ensure deadlines are achieved.
* Managing complex or high-priority client administration tasks directly.
* Overseeing onboarding, annual reviews, and day-to-day service delivery.
* Acting as the main operational point of contact between advisers and paraplanners.
* Monitoring workflow and addressing bottlenecks before they escalate.
* Maintaining compliance and ensuring quality standards are met.
* Driving continuous improvement across systems and processes.
* (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
* Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
* At least 2 years of experience in financial services
* A strong background in financial services administration (pensions, investments, insurance, or wealth management).
* Proven ability to lead teams and manage multiple priorities effectively.
* Excellent attention to detail and accuracy in all tasks.
* Strong organisational skills and effective communication.
What's on Offer
* Competitive salary
* Generous holiday entitlement.
* Professional development and qualification support.
* Company pension and wellbeing initiatives.
* Enhanced family leave policies.
* Additional leave and regular company events.
* Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services 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 exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
* Collaborating with financial planners to conduct detailed research.
* Producing accurate financial reports, including cashflow planning and tailored recommendations.
* Researching financial products and market trends to support planning advice.
* Utilising planning software to manage tasks and produce recommendations.
* Ensuring adherence to regulatory standards and compliance requirements.
* Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant, Financial administrator within the financial services sector.
* Strong knowledge of financial planning software and regulatory frameworks.
* Exceptional analytical skills and attention to detail.
* Ability to contribute effectively within a team environment.
* Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
* Competitive Salary
* Collaborative and supportive working environment.
* Opportunities for professional development and career progression.
* Flexible and hybrid working options.
* 25 days annual leave plus bank holidays.
* Access to health and wellbeing schemes
* Including Employee Assistance Programmes.
* Pension scheme with employer contributions.
* Staff rewards
* Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.
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 exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
* Collaborating with financial planners to conduct detailed research.
* Producing accurate financial reports, including cashflow planning and tailored recommendations.
* Researching financial products and market trends to support planning advice.
* Utilising planning software to manage tasks and produce recommendations.
* Ensuring adherence to regulatory standards and compliance requirements.
* Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant, Financial administrator within the financial services sector.
* Strong knowledge of financial planning software and regulatory frameworks.
* Exceptional analytical skills and attention to detail.
* Ability to contribute effectively within a team environment.
* Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
* Competitive Salary
* Collaborative and supportive working environment.
* Opportunities for professional development and career progression.
* Flexible and hybrid working options.
* 25 days annual leave plus bank holidays.
* Access to health and wellbeing schemes
* Including Employee Assistance Programmes.
* Pension scheme with employer contributions.
* Staff rewards
* Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.
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 Paraplanner to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Paraplanner, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
? Leading, mentoring, and developing the client support team.
? Allocating and monitoring workloads to ensure deadlines are achieved.
? Managing complex or high-priority client administration tasks directly.
? Overseeing onboarding, annual reviews, and day-to-day service delivery.
? Acting as the main operational point of contact between advisers and paraplanners.
? Monitoring workflow and addressing bottlenecks before they escalate.
? Maintaining compliance and ensuring quality standards are met.
? Driving continuous improvement across systems and processes.
? (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant or in a similar role.
? At least 2 years of experience in financial services
? A strong background in financial services administration (pensions, investments, insurance, or wealth management).
? Proven ability to lead teams and manage multiple priorities effectively.
? Excellent attention to detail and accuracy in all tasks.
? Strong organisational skills and effective communication.
What's on Offer
? Competitive salary
? Generous holiday entitlement.
? Professional development and qualification support.
? Company pension and wellbeing initiatives.
? Enhanced family leave policies.
? Additional leave and regular ....Read more...
An opportunity Has Arisen for a Paraplanner to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Paraplanner, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
* Leading, mentoring, and developing the client support team.
* Allocating and monitoring workloads to ensure deadlines are achieved.
* Managing complex or high-priority client administration tasks directly.
* Overseeing onboarding, annual reviews, and day-to-day service delivery.
* Acting as the main operational point of contact between advisers and paraplanners.
* Monitoring workflow and addressing bottlenecks before they escalate.
* Maintaining compliance and ensuring quality standards are met.
* Driving continuous improvement across systems and processes.
* (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant or in a similar role.
* At least 2 years of experience in financial services
* A strong background in financial services administration (pensions, investments, insurance, or wealth management).
* Proven ability to lead teams and manage multiple priorities effectively.
* Excellent attention to detail and accuracy in all tasks.
* Strong organisational skills and effective communication.
What's on Offer
* Competitive salary
* Generous holiday entitlement.
* Professional development and qualification support.
* Company pension and wellbeing initiatives.
* Enhanced family leave policies.
* Additional leave and regular company events.
* Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services 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 excellent opportunity has arisen for a Practice Administrator / Client Support Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator / Client Support Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This part-time role offers benefits and a salary range of £25,000 - £28,000 (pro-rata) working between 9.30am and 3.30pm.
You will be responsible for:
? Acting as a first point of contact with clients via telephone, email, and in person.
? Supporting the onboarding process for new clients and handling incoming and outgoing post.
? Assisting with monitoring deadlines and compliance requirements.
? Liaising with HMRC and Companies House on administrative matters.
? Managing invoicing and chasing outstanding payments.
? Overseeing compliance documentation, including anti-money laundering requirements.
? Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
? Previously worked as a Client Support Administrator, Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
? Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
? Have 3 years of experience in office environment
? Willingness to learn and undertake training for new responsibilities.
? Professional yet approachable manner.
? Ability to manage workload effectively in a part-time capacity.
What's on offer
? Competitive salary
? Casual dress environment.
? Company pension scheme.
? A supportive and friendly workpl....Read more...
An exciting opportunity has arisen for an Practice Administrator to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Practice Administrator, you will provide vital support to the Lead Partners while contributing to the ongoing growth of the office. This full-time role offers sallary of £23,750 for 36.25 hours work week and benefits.
You will be responsible for:
? Providing administrative and secretarial support to Partners, Directors, and Managers.
? Coordinating meeting room bookings, set ups, and close downs.
? Greeting clients, arranging parking, and providing refreshments.
? Handling incoming calls, directing queries, and taking messages accurately.
? Managing daily post, filing, and general office communications.
? Processing client payments in person or over the phone.
? Maintaining petty cash and handling client banking.
? Coordinating supplier and contractor details, utilities, and office maintenance information.
What we are looking for:
? Previously worked as anPractice Administrator, Office Administrator, Admin Assistant, Practice Support Officer, Office Coordinator, Firm Administrator, Audit & Admin Assistant, Professional Services Administrator, Accounts Administration Assistant, Practice Assistant, Office Support Assistant, Administrative Coordinator, Team Administrator, Business Support Administrator, Administrative Assistant
? Some prior experience in an administrative role.
? Qualification such as a BTEC or apprenticeship in Administration, Office Management, or a related field would be beneficial.
? Competent user of MS Word, Excel, PowerPoint, and Outlook
? Accurate typing and data processing skills.
Whats on offer:
? Competitive salary
? 20 days plus bank holidays
? Pension scheme with employer contributions
? Life assurance scheme
?....Read more...
An exciting opportunity has arisen for an Accounts Administrator to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Accounts Administrator, you will provide vital support to the Lead Partners while contributing to the ongoing growth of the office. This full-time role offers sallary of £23,750 for 36.25 hours work week and benefits.
You will be responsible for:
? Providing administrative and secretarial support to Partners, Directors, and Managers.
? Coordinating meeting room bookings, set ups, and close downs.
? Greeting clients, arranging parking, and providing refreshments.
? Handling incoming calls, directing queries, and taking messages accurately.
? Managing daily post, filing, and general office communications.
? Processing client payments in person or over the phone.
? Maintaining petty cash and handling client banking.
? Coordinating supplier and contractor details, utilities, and office maintenance information.
What we are looking for:
? Previously worked as anAccounts Administrator, Accounting Assistant, Office Administrator, Admin Assistant, Practice Support Officer, Finance & Accounts Assistant, Finance Assistant, Accounts Assistant, Office Coordinator, Firm Administrator, Audit & Admin Assistant, Professional Services Administrator, Accounts Administration Assistant, Practice Assistant, Office Support Assistant, Administrative Coordinator, Team Administrator, Business Support Administrator, Administrative Assistant
? Some prior experience in an administrative role.
? Qualification such as a BTEC or apprenticeship in Administration, Office Management, or a related field would be beneficial.
? Competent user of MS Word, Excel, PowerPoint, and Outlook
? Accurate typing and data processing skills.
Whats on offer:
? Competitive salary
? 20 days plus bank hol....Read more...
An exciting opportunity has arisen for an Accounts Administrator to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Accounts Administrator, you will provide vital support to the Lead Partners while contributing to the ongoing growth of the office. This full-time role offers sallary of £23,750 for 36.25 hours work week and benefits.
You will be responsible for:
? Providing administrative and secretarial support to Partners, Directors, and Managers.
? Coordinating meeting room bookings, set ups, and close downs.
? Greeting clients, arranging parking, and providing refreshments.
? Handling incoming calls, directing queries, and taking messages accurately.
? Managing daily post, filing, and general office communications.
? Processing client payments in person or over the phone.
? Maintaining petty cash and handling client banking.
? Coordinating supplier and contractor details, utilities, and office maintenance information.
What we are looking for:
? Previously worked as anAdministrative Assistant, Office Administrator, Admin Assistant, Practice Support Officer, Executive Assistant, Office Coordinator, Firm Administrator, Audit & Admin Assistant, Professional Services Administrator, Accounts Administration Assistant, Practice Assistant, Office Support Assistant, Administrative Coordinator, Accounts Administrator, Team Administrator, Business Support Administrator, Administrative Assistant
? Some prior experience in an administrative role.
? Qualification such as a BTEC or apprenticeship in Administration, Office Management, or a related field would be beneficial.
? Competent user of MS Word, Excel, PowerPoint, and Outlook
? Accurate typing and data processing skills.
Whats on offer:
? Competitive salary
? 20 days plus bank holidays
? Pension scheme with employer co....Read more...
An excellent opportunity has arisen for a Practice Administrator / Client Support Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator / Client Support Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This is a part-time role based in South East London (SE), offering a pro-rata salary of £25,000 - £28,000, plus benefits, with working hours Monday to Friday, 9:30 am to 3:30 pm.
You will be responsible for:
? Acting as a first point of contact with clients via telephone, email, and in person.
? Supporting the onboarding process for new clients and handling incoming and outgoing post.
? Assisting with monitoring deadlines and compliance requirements.
? Liaising with HMRC and Companies House on administrative matters.
? Managing invoicing and chasing outstanding payments.
? Overseeing compliance documentation, including anti-money laundering requirements.
? Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
? Previously worked as a Client Support Administrator, Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
? Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
? Have 3 years of experience in office environment
? Willingness to learn and undertake training for new responsibilities.
? Professional yet approachable manner.
? Ability to manage workload effectively in a part-time capacity.
What's on offer
? Competitive salary
? Casual dress environment.
?....Read more...
Administration tasks
Handling correspondence
Maintaining records
Supporting meetings
Assisting in day-to-day operations
Customer interactions
Regulatory reporting
Using IT systems
Training:
Financial Services Administrator Level 3
Training conducted on-site
Twice monthly
Training Outcome:Progression to a senior administrator or further development as an Insurance Practitioner in either Commercial lines or Personal lines.Employer Description:Established in 1981, Ashbourne Insurance Services Limited (AIS) is a family run, provincial, general, insurance broker, authorised and regulated by the financial conduct authority. AIS offer the full range of both personal and business insurances to local residents and the business community.
With a staff of 15 based at our offices in Hoddesdon we aim to provide a diverse mix of insurance solutions to our local community.Working Hours :Monday to Friday 9am to 5.30pm and every third Saturday 9am to 12pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working....Read more...
An excellent opportunity has arisen for a Practice Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This is a part-time role based in South East London (SE), offering a pro-rata salary of £25,000 - £28,000, plus benefits, with working hours Monday to Friday, 9:30 am to 3:30 pm.
You will be responsible for:
? Acting as a first point of contact with clients via telephone, email, and in person.
? Supporting the onboarding process for new clients and handling incoming and outgoing post.
? Assisting with monitoring deadlines and compliance requirements.
? Liaising with HMRC and Companies House on administrative matters.
? Managing invoicing and chasing outstanding payments.
? Overseeing compliance documentation, including anti-money laundering requirements.
? Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
? Previously worked as a Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
? Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
? Have 3 years of experience in office environment
? Willingness to learn and undertake training for new responsibilities.
? Professional yet approachable manner.
? Ability to manage workload effectively in a part-time capacity.
What's on offer
? Competitive salary
? Casual dress environment.
? Company pension scheme.
? A supportive and friendly workplace culture.
This is a fantast....Read more...
An excellent opportunity has arisen for a Practice Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This is a part-time role based in South East London (SE), offering a pro-rata salary of £25,000 - £28,000, plus benefits, with working hours Monday to Friday, 9:30 am to 3:30 pm.
You will be responsible for:
? Acting as a first point of contact with clients via telephone, email, and in person.
? Supporting the onboarding process for new clients and handling incoming and outgoing post.
? Assisting with monitoring deadlines and compliance requirements.
? Liaising with HMRC and Companies House on administrative matters.
? Managing invoicing and chasing outstanding payments.
? Overseeing compliance documentation, including anti-money laundering requirements.
? Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
? Previously worked as a Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
? Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
? Have 3 years of experience in office environment
? Willingness to learn and undertake training for new responsibilities.
? Professional yet approachable manner.
? Ability to manage workload effectively in a part-time capacity.
What's on offer
? Competitive salary
? Casual dress environment.
? Company pension scheme.
? A supportive and friendly workplace culture.
This is a fantast....Read more...
CASE ADMINISTRATOR STOCKPORT, GREATER MANCHESTER, FLEXIBLE WORKING UPTO £45,000 + GREAT BENEFITS & CULTURETHE OPPORTUNITY: Get Recruited are working with a highly reputable award-winning financial services practice who are looking for a Case Administrator to join their growing team! The ideal candidate will have worked previously in an administration position and will ideally have a financial services background or professional services. As the Case Administrator, you will assist the insolvency department with their day to day duties.THE ROLE:
Assist with the day-to-day management of files.
Draft reports, important documents, and letters/correspondence.
Manage client calls and emails
Liaise with creditors, debtors, solicitors, and stake holders.
Ensure compliance with statutory requirements and internal processes
Support senior staff with complex case work
THE PERSON:
Minimum of 2 years insolvency case administration experience.
An ambitious and enthusiastic individual.
Strong knowledge of insolvency legislation practices.
Strong communication skills both written and verbal.
Excellent organisational and communication skills.
Quick learner and can adapt to new systems.
Ideally will have used a case management system such as IPS and Microsoft Office.
BENEFITS:
Hybrid working.
Company Pension.
Life Assurance scheme.
Social Events.
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...
An excellent opportunity has arisen for a Practice Administrator / Client Support Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator / Client Support Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This part-time role offers benefits and a salary range of £25,000 - £28,000 (pro-rata) working between 9.30am and 3.30pm.
You will be responsible for:
* Acting as a first point of contact with clients via telephone, email, and in person.
* Supporting the onboarding process for new clients and handling incoming and outgoing post.
* Assisting with monitoring deadlines and compliance requirements.
* Liaising with HMRC and Companies House on administrative matters.
* Managing invoicing and chasing outstanding payments.
* Overseeing compliance documentation, including anti-money laundering requirements.
* Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
* Previously worked as a Client Support Administrator, Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
* Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
* Have 3 years of experience in office environment
* Willingness to learn and undertake training for new responsibilities.
* Professional yet approachable manner.
* Ability to manage workload effectively in a part-time capacity.
What's on offer
* Competitive salary
* Casual dress environment.
* Company pension scheme.
* A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a key role in their continued success.
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 excellent opportunity has arisen for a Practice Administrator / Client Support Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator / Client Support Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This is a part-time role based in South East London (SE), offering a pro-rata salary of £25,000 - £28,000, plus benefits, with working hours Monday to Friday, 9:30 am to 3:30 pm.
You will be responsible for:
* Acting as a first point of contact with clients via telephone, email, and in person.
* Supporting the onboarding process for new clients and handling incoming and outgoing post.
* Assisting with monitoring deadlines and compliance requirements.
* Liaising with HMRC and Companies House on administrative matters.
* Managing invoicing and chasing outstanding payments.
* Overseeing compliance documentation, including anti-money laundering requirements.
* Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
* Previously worked as a Client Support Administrator, Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
* Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
* Have 3 years of experience in office environment
* Willingness to learn and undertake training for new responsibilities.
* Professional yet approachable manner.
* Ability to manage workload effectively in a part-time capacity.
What's on offer
* Competitive salary
* Casual dress environment.
* Company pension scheme.
* A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a key role in their continued success.
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 exciting opportunity has arisen for an Practice Administrator to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Practice Administrator, you will provide vital support to the Lead Partners while contributing to the ongoing growth of the office. This full-time role offers sallary of £23,750 for 36.25 hours work week and benefits.
You will be responsible for:
* Providing administrative and secretarial support to Partners, Directors, and Managers.
* Coordinating meeting room bookings, set ups, and close downs.
* Greeting clients, arranging parking, and providing refreshments.
* Handling incoming calls, directing queries, and taking messages accurately.
* Managing daily post, filing, and general office communications.
* Processing client payments in person or over the phone.
* Maintaining petty cash and handling client banking.
* Coordinating supplier and contractor details, utilities, and office maintenance information.
What we are looking for:
* Previously worked as anPractice Administrator, Office Administrator, Admin Assistant, Practice Support Officer, Office Coordinator, Firm Administrator, Audit & Admin Assistant, Professional Services Administrator, Accounts Administration Assistant, Practice Assistant, Office Support Assistant, Administrative Coordinator, Team Administrator, Business Support Administrator, Administrative Assistant
* Some prior experience in an administrative role.
* Qualification such as a BTEC or apprenticeship in Administration, Office Management, or a related field would be beneficial.
* Competent user of MS Word, Excel, PowerPoint, and Outlook
* Accurate typing and data processing skills.
Whats on offer:
* Competitive salary
* 20 days plus bank holidays
* Pension scheme with employer contributions
* Life assurance scheme
* Cycle to work schme
* Regular social events and team incentives
* Health and wellbeing support including Employee Assistance Programme
* Career development opportunities within a supportive environment
Apply now for this exciting Administrative Assistant opportunity to lead audits and accounts preparation within a thriving business advisory 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.
....Read more...
You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
You will manage and collate key data for reports and portfolio reviews
Dealing with enquiries and correspondence from clients and providers
Managing the database of clients
You will be processing new business and liaising with SJP admin teams
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:
The ability to grow and develop the role progressing to Senior Administrator, Paraplanner or Adviser
With the potential to become a permanent role, further training and exams would be factored in, depending on the route you would like to take
Employer Description:We pride ourselves in offering a seamless service of distinct quality, professionalism and expertise covering varying aspects of wealth management, all backed by the successful St. James's Place GroupWorking Hours :Monday - Friday, 9.00am - 5.00pm - there could be some flexibility for the right candidate.Skills: Communication skills,IT skills,Attention to detail,Team working,Initiative,Time management....Read more...
An exciting opportunity has arisen for an Accounts Administrator to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Accounts Administrator, you will provide vital support to the Lead Partners while contributing to the ongoing growth of the office. This full-time role offers sallary of £23,750 for 36.25 hours work week and benefits.
You will be responsible for:
* Providing administrative and secretarial support to Partners, Directors, and Managers.
* Coordinating meeting room bookings, set ups, and close downs.
* Greeting clients, arranging parking, and providing refreshments.
* Handling incoming calls, directing queries, and taking messages accurately.
* Managing daily post, filing, and general office communications.
* Processing client payments in person or over the phone.
* Maintaining petty cash and handling client banking.
* Coordinating supplier and contractor details, utilities, and office maintenance information.
What we are looking for:
* Previously worked as anAccounts Administrator, Accounting Assistant, Office Administrator, Admin Assistant, Practice Support Officer, Finance & Accounts Assistant, Finance Assistant, Accounts Assistant, Office Coordinator, Firm Administrator, Audit & Admin Assistant, Professional Services Administrator, Accounts Administration Assistant, Practice Assistant, Office Support Assistant, Administrative Coordinator, Team Administrator, Business Support Administrator, Administrative Assistant
* Some prior experience in an administrative role.
* Qualification such as a BTEC or apprenticeship in Administration, Office Management, or a related field would be beneficial.
* Competent user of MS Word, Excel, PowerPoint, and Outlook
* Accurate typing and data processing skills.
Whats on offer:
* Competitive salary
* 20 days plus bank holidays
* Pension scheme with employer contributions
* Life assurance scheme
* Cycle to work schme
* Regular social events and team incentives
* Health and wellbeing support including Employee Assistance Programme
* Career development opportunities within a supportive environment
Apply now for this exciting Accounts Administrator opportunity to lead audits and accounts preparation within a thriving business advisory 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.
....Read more...
An excellent opportunity has arisen for a Practice Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This is a part-time role based in South East London (SE), offering a pro-rata salary of £25,000 - £28,000, plus benefits, with working hours Monday to Friday, 9:30 am to 3:30 pm.
You will be responsible for:
* Acting as a first point of contact with clients via telephone, email, and in person.
* Supporting the onboarding process for new clients and handling incoming and outgoing post.
* Assisting with monitoring deadlines and compliance requirements.
* Liaising with HMRC and Companies House on administrative matters.
* Managing invoicing and chasing outstanding payments.
* Overseeing compliance documentation, including anti-money laundering requirements.
* Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
* Previously worked as a Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
* Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
* Have 3 years of experience in office environment
* Willingness to learn and undertake training for new responsibilities.
* Professional yet approachable manner.
* Ability to manage workload effectively in a part-time capacity.
What's on offer
* Competitive salary
* Casual dress environment.
* Company pension scheme.
* A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a key role in their continued success.
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...