Provide general administrative support to the team
Manage incoming calls, emails, and enquiries professionally
Maintain accurate records, databases, and client information
Assist with property documentation, reports, and investment packs
Support marketing activities (e.g., updating property listings, CRM systems)
Coordinate meetings, appointments, and diaries
Prepare correspondence, letters, and internal documents
Assist with financial admin tasks such as invoices and tracking payments
Ensure compliance with company procedures and confidentiality standards
Training Outcome:After completing a Business Administrator Apprenticeship, there are a variety of progression opportunities available depending on your interests and career goals.
You may progress into roles such as:
Business Administrator
Office Administrator
Administrative Assistant
Executive Assistant (EA)
Office Manager
Operations Administrator
Customer Service Administrator
HR Administrator
Finance Administrator
Project Support Administrator
As you gain experience, you could progress into more senior positions, including:
Senior Administrator
Office Manager
Operations Manager
HR Officer
Project Coordinator
Business Support Manager
You may also choose to continue your learning through a higher-level apprenticeship, such as a Level 4 Associate Project Manager, Level 4 Business Analyst, or Level 4 Operations Manager apprenticeship.
The skills gained during a Business Administrator apprenticeship, including communication, organisation, IT, teamwork, problem-solving, and professional conduct, are highly transferable and can open doors to careers across many different industries.Employer Description:Unity Investment Group Limited is a Merseyside-based real estate and financial investment company. Founded in 2019, the firm operates as a real estate agency and bespoke accommodation provider. It offers property investment opportunities alongside specialised housing solutions for vulnerable populations and local authorities in the North West.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Patience....Read more...
Senior Database Administrator – Banking Technology – Linz / Hybrid
(Key skills: Oracle, SQL Server, Database Administration, Performance Tuning, Backup & Recovery, High Availability, Disaster Recovery, Cloud Migrations, PL/SQL/T-SQL, Monitoring & Troubleshooting, Data Security, Financial Services)
Are you a seasoned database expert with a passion for ensuring mission-critical systems run at peak performance? Do you want to apply your technical leadership to support robust, secure and highly scalable platforms within a fast-paced banking environment? If so, this is your chance to take on a senior database role at the heart of a financial services technology team.
Our client, a respected banking and financial services institution, is looking for a Senior Database Administrator to maintain, optimise and evolve its enterprise database estate. You will play a critical role in ensuring the performance, reliability and security of the data platforms that underpin key banking applications — from customer portals and risk systems to payments and analytics engines.
As Senior Database Administrator, you will take ownership of database architecture, installation, configuration, patching and upgrades across production and non-production environments. You’ll proactively monitor and tune database performance, implement and refine backup and recovery strategies, and support high-availability and disaster recovery solutions that meet the stringent requirements of the financial sector. You’ll work with both Oracle and SQL Server platforms, bringing deep expertise in SQL, PL/SQL/T-SQL, and database internals.
You’ll collaborate closely with cross-functional teams — including development, infrastructure, security and operations — to ensure changes are deployed smoothly, performance is optimised and risks are mitigated. Your responsibilities will include troubleshooting complex issues, conducting root-cause analysis, maintaining documentation, and shaping standards and best practices for database governance, compliance and security.
The ideal candidate will have extensive experience in large-scale production environments, ideally supporting banking, finance, or other highly regulated sectors. You’ll be comfortable managing high-transaction workloads with a focus on uptime, predictable performance and data integrity. Experience with cloud migrations or hybrid cloud databases (e.g., AWS RDS, Azure SQL, Oracle Cloud) is highly desirable.
This is an outstanding opportunity to join a forward-thinking team where your expertise will directly impact business continuity, platform resilience and customer satisfaction. You’ll be part of an organisation that values technical excellence, continuous improvement and collaborative problem solving — all within the rewarding context of financial services.
Location: Linz, Austria / Hybrid working
Salary: €50,000 – €80,000 + Bonus + Pension + Benefits
Applicants must have the right to work in Austria.
NOIRAUSTRIAREC
NOIREUROPEREC....Read more...
Speaking with clients and third parties on a daily basis
Managing complex workflow efficiently
General administrative duties
You will have an initial period of training to learn new processes and skills which would provide you with a solid foundation for a career within a Financial Services Practice. We provide ongoing development and encourage learning via the apprenticeship scheme and professional qualifications via the Chartered Institute for Insurance (CII).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:
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:The desire to progress within the organisation would be beneficial. There is an opportunity to develop over time, including support for higher level professional qualifications, working towards paraplanning and advice. The role is permanent.Employer Description:We provide financial planning to a wide variety of clients through different life stages specialising in pre and post retirement and business owners. We believe in employee development and offer genuine scope for career progression.Working Hours :Monday - Friday 9.00am - 5.00pm.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Creative,Positive attitude,Time management....Read more...
Prepare and submit letters of authority to providers and chasing these through to completion, alongside summarising the information for Financial Advisers
Liaising with product providers to obtain valuations, quotes, and other information for Financial Advisers
Preparing simple annual review letters for clients
Submitting protection applications, bereavement claims, and bond assignments and surrenders, and chasing these through to completion
Processing risk questionnaires and providing Advisers with results
Responding to client queries professionally via telephone and email and greeting visiting clients
Answering all incoming calls and accurately taking information and notes to pass on messages promptly
Managing meeting room bookings
Handling all incoming and outgoing post and distributing this as required
Sending out client satisfaction surveys
Binding reports and preparing documents as required for adviser appointments
Ensuring all relevant compliance, internal business documents, and provider documents are completed and held on the firm’s back-office system
Ensuring all tasks are carried out and completed in line with company policies and procedures as well as all compliance and legislative requirements
Dealing effectively with colleagues, product providers, and third parties
Supporting the wider Support Team, including providing assistance where required
Proactively contributing towards building your own knowledge and experience in financial planning advice and the financial planning industry
Reasonable ad-hoc and other duties, as required by the company
Training:An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
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
Training Outcome:This apprenticeship offers the opportunity to build a long-term career within the financial services sector. Subject to successful completion, there is the potential for a permanent position, further professional qualifications and progression into senior administrative, paraplanning or financial planning roles. We are committed to supporting ongoing learning and development within a friendly and supportive team environment.Employer Description:Red IFA are an independent Financial Services Group Practice located within the Midlands who specialise in all areas of financial planning for both corporate and individual clients all over the UK.
Red IFA are directly authorised by the Financial Conduct Authority as such their services are of the highest standard.Working Hours :Monday - Friday 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Professional and friendly,Reliable and dependable,Interest in Financial Services,Long term career plans....Read more...
An opportunity has arisen for an Accounts Assistant / Practice Administrator to join a chartered accountancy practice, providing accounting support across a wide range of clients within a collaborative and supportive training environment.As an Accounts Assistant / Practice Administrator, you will perform day-to-day accounting tasks while gaining exposure to a variety of financial processes. This role offers a minimum salary of £28,000 plus benefits.
Junior- to Mid level candidates with limited to moderate accountancy practice experience - including Accounts Assistants, Accounts Administrators, Accounts Technicians, Junior Accountants, Accounts Semi Senior, or Bookkeepers within an accountancy practice environment - will be considered.
Candidates with general administrative experience will also be considered only if they have worked in an accountancy practice.
You will be responsible for:? Processing bookkeeping and maintaining accurate client records
? Preparing VAT returns and HMRC submissions
? Assisting with annual accounts for sole traders and limited companies
? Supporting MTD compliance and agent authorisations
? Onboarding new clients and managing communications
? Filing documents and submissions with Companies House
? Uploading and approving documents via online portals
? Handling routine client queries and incoming calls
What we are looking for:? Experience in a similar role such as Accounts Assistant, Assistant Accountant, Accounts Semi-Senior, Bookkeeper, Accounts Technician, Accounting Technician, Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, or Business Support Administrator, or a general administrative role.
? Experience within an accountancy practice (Preferred)
? Comfortable using IT systems and cloud accounting software
What's on offer:? 25 days holiday plus bank holidays
? Company pension
? Company ev....Read more...
You will provide a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice.
You will be a point of contact for clients and third parties dealing with general enquiries
Responsible for business submission using bespoke software
Ensuring that the business obtained is being processed in a timely way
Due to the nature of the business, tasks must be completed within a timely manner
Daily checking of CFRs, Advice Records and Advice Sets on Salesforce and iBusiness
Managing PQS, reviews and Consumer Duty processes
Identifying and reporting compliance flags
GDPR record maintenance and third-party introducer documentation
Processing EBS, Advice Sets and case submissions via iBusiness
Preparing straightforward Suitability and New Business Reports
Issuing approved Suitability Letters, including Drawdown Reviews
Updating Salesforce, managing WIP and post-meeting actions
Tracking cases with Paraplanners and maintaining accurate CRM records
Providing compliance and task completion data to management
Training:An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
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:
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
Training Outcome:Following the completion of the apprenticeship programme you’ll have the opportunity for further development. You might choose to undertake a higher-level apprenticeship, or study for additional professional qualifications, or undertake further training. It’s our goal to ensure you’re inspired to make a difference by actively contributing to the continued growth of the business.Employer Description:One of the UK's leading wealth management organisations. A company of experienced professionals who develop essential business and financial services skills helping their clients to grow both personally and professionally.Working Hours :Monday - Friday - 8am - 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Initiative,Non judgemental,Positive attitude,Time management,Willingness to learn,Working independently,Reliability and integrity,Maintaining confidentiality,Financial Services Industry....Read more...
As an apprentice, you will be provided with the necessary training and support to enable you to carry out your duties. These will likely include many of the following:
Providing day-to-day team support, helping to keep processes running smoothly and efficiently
Coordinating meetings, managing Outlook diaries, and ensuring everything is organised and on track
Supporting team projects and contributing ideas to improve ways of working
Collaborating with colleagues across different departments to understand how the business connects
Acting as a reliable point of contact within your team for queries and coordination
Preparing documents such as presentations, reports, and meeting materials
Managing correspondence, including emails and phone enquiries
Maintaining accurate records using internal systems
Supporting with data gathering and liaising with third-party providers
Building your understanding of financial services processes, including regulatory requirements
Training:Financial Services Administrator Level 3.Training Outcome:After completing the Financial Services Administrator Level 3 apprenticeship, apprentices are expected to progress into more established administrative or operational roles within financial services.
This may include opportunities in areas such as client services, operations, compliance support, onboarding, or team administration.
With experience, individuals may move into more specialist positions or continue their development through further professional qualifications or advanced apprenticeships.
The apprenticeship provides a strong foundation of industry knowledge, practical skills, and workplace experience, helping learners build confidence and prepare for longer-term career progression within the financial services sector. Employer Description:Raymond JamesWe offer truly bespoke discretionary management services. Benefitting from being part of a global financial services firm but offering a boutique, client-centric family office service, our priority is fully understanding exactly what your expectations and requirements are, taking into account timescale, attitude to risk and any personal preferences. To make sure any changes are fully understood, we recommend meeting personally at least once a year or as often as you would wish. This may be at your home or place of work as well as at our offices in the City of London.
The investment world is continually changing, and we are able to fully access all the resources a company of Raymond James’ size offers, not just in investments, but also cutting-edge technology and systems.
Having established your requirements, we manage your assets on a discretionary basis, allowing us to implement strategies in the most efficient manner and to take advantage of opportunities as and when they appear. Alongside this, some clients may wish to have their own holdings, which they choose or wish to hold, and we offer satellite ‘Execution Only’ accounts that allow us to concentrate on your core mandate. You’ll also be able to monitor your own investments, 24/7, through Client Access – Raymond James’ secure online portal.
We have an extensive research capability with access to analysts employed by Raymond James and its affiliates who provide analysis on securities across the globe with award-winning research. Working Hours :35 hour working week, 18-month contract duration.
Days and shifts TBC.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
Support existing admin staff
File post in and out of the office on back-office system
Scan and file paperwork
Update back-office systems
General office administration
Training:You will work towards your:
Level 3 Financial Services Administrator Apprenticeship.CF1 exam
Level 2 Functional Skills in English and maths (if required)
Training will be via Davies, virtually. 6-hours per week off the job training on average
Training Outcome:To remain with us and become either an adviser or paraplanner.Employer Description:Independent, whole of market financial advisers.Working Hours :Monday to Thursday 9am - 5pm
Friday 9am - 4pm.
Half hour unpaid lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Assisting with day-to-day finance and administration tasks
Learning how to process invoices and financial documents
Entering data accurately onto accounting systems
Supporting the team with filing and record keeping
Answering telephone and email enquiries professionally
Assisting with customer and supplier queries
Learning how to check and organise financial information
Supporting the preparation of reports and spreadsheets
Maintaining confidentiality when handling company information
Working with colleagues to develop knowledge and skills in accounts and finance
Company Benefits:
One Call milestone benefits reward employees for length of service with perks, recognition, and financial benefits.Training:Accounts and Finance Level 2 Apprenticeship Standard.Training Outcome:Successful completion of the apprenticeship could lead to a permanent role within the business and opportunities to progress into positions such as Accounts Assistant or Finance Administrator. Ongoing training and further professional qualifications may also be available.Employer Description:As a trusted insurance broker, One Call Insurance pride themselves on providing exceptional service which is reflected in their amazing customer feedback.Working Hours :Monday to Friday from 9:00am to 5:30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Logical,Team working....Read more...
An opportunity has arisen for an Accounts Assistant / Practice Administrator to join a chartered accountancy practice, providing accounting support across a wide range of clients within a collaborative and supportive training environment.As an Accounts Assistant / Practice Administrator, you will perform day-to-day accounting tasks while gaining exposure to a variety of financial processes. This role offers a minimum salary of £28,000 plus benefits.
Junior- to Mid level candidates with limited to moderate accountancy practice experience - including Accounts Assistants, Accounts Administrators, Accounts Technicians, Junior Accountants, Accounts Semi Senior, or Bookkeepers within an accountancy practice environment - will be considered.
Candidates with general administrative experience will also be considered only if they have worked in an accountancy practice.
You will be responsible for:* Processing bookkeeping and maintaining accurate client records
* Preparing VAT returns and HMRC submissions
* Assisting with annual accounts for sole traders and limited companies
* Supporting MTD compliance and agent authorisations
* Onboarding new clients and managing communications
* Filing documents and submissions with Companies House
* Uploading and approving documents via online portals
* Handling routine client queries and incoming calls
What we are looking for:* Experience in a similar role such as Accounts Assistant, Assistant Accountant, Accounts Semi-Senior, Bookkeeper, Accounts Technician, Accounting Technician, Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, or Business Support Administrator, or a general administrative role.
* Experience within an accountancy practice (Preferred)
* Comfortable using IT systems and cloud accounting software
What's on offer:* 25 days holiday plus bank holidays
* Company pension
* Company events
* Discounted or free food
* Life insurance
* On-site parking
* Referral programme
* Sick pay
* Private medical insurance
Please note: Candidates without accountancy practice experience may be considered if they have worked as an Accounts Assistant or in a similar role. However, general administrators without practice experience will not be considered.
This is a great opportunity for someone looking to develop their accountancy career with hands-on experience and progression potential.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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An opportunity has arisen for a Legal Secretary / Legal Administrator to join a Private Client team at a well-established legal practice based in London, providing a broad range of legal services and is recognised for delivering a professional and client-focused approach.
As a Legal Secretary / Legal Administrator, you will provide administrative and secretarial support to the Private Client team, ensuring the smooth running of daily operations and delivering a high standard of service to clients and colleagues. This role offers salary of £35,000 and benefits.
They will also consider candidates from other areas of law who can demonstrate a genuine interest in and suitability for Private Client work.
Please note: It is intended for experienced administrators or secretarial professionals only.
You will be responsible for:
? Preparing, managing and distributing correspondence and legal documentation.
? Opening, maintaining and closing client files in accordance with internal procedures.
? Organising and managing document storage, filing and archiving systems.
? Updating and maintaining records, databases and case management systems.
? Assisting with diary coordination and general administrative support.
? Supporting financial administration and related office processes.
? Acting as a first point of contact for new client enquiries.
? Liaising professionally with clients and arranging appointments and meetings.
What we are looking for:
? Previously worked as a Private Client Legal Secretary, Private Client Secretary, Private Client Assistant, Legal Assistant, or in a similar role.
? Good knowledge of Private Client work.
? Must have expeirnce in secretarial and admin role.
? Background dealing directly with clients in a professional environment
? Strong keyboard and interpersonal skills.
? Excellent organisational skills with the ability to manage a varied workload.
If you are an experienced Legal Secretary or Administrator look....Read more...
Finance – Medical Consultants
Process clinic and theatre lists using Midexpro/Carebit
Issue invoices to patients and submit to insurers via portals
Allocate payments and maintain accurate financial records
Run month-end reports
Provide financial and administrative support, including processing invoices, payments, and remittances, assisting senior management, and maintaining office supplies.
Administration & HR
General office administration and housekeeping tasks
Training Outcome:After completing the Level 2 Accounts/Finance Apprenticeship, you may progress into a full-time role such as Accounts Assistant or Finance Administrator. You could then move on to higher-level apprenticeships (Level 3/4 AAT) and develop into roles like Assistant Accountant, progressing further to Accountant or Finance Officer with experience and qualifications.Employer Description:Avondale Medical Limited was established in 2012 providing business services to the medical community, focusing mainly on Private Medical Consultants – Private Practices, and providing Accounting support to other Medical related companies.Working Hours :Monday to Friday, 09:00 - 17:00.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Initiative....Read more...
An opportunity has arisen for a Legal Assistant to join a well-established legal practice, delivering a broad range of legal services to both private individuals and businesses.
As a Legal Assistant, you will provide administrative and secretarial support, ensuring legal matters are progressed efficiently while delivering a high standard of client service. This role offers salary range of £27,000 - £28,000 (negotiable) and benefits.
They may consider a higher salary for candidates with strong property or commercial law experience.
You will be responsible for:
? Opening and maintaining client files and records.
? Supporting compliance processes, including identity verification and related checks.
? Managing incoming correspondence, emails and telephone enquiries.
? Assisting with client onboarding procedures and associated administration.
? Monitoring key deadlines and ensuring actions are completed within required timescales.
? Using online portals to obtain documentation and submit applications.
? Assisting with billing, invoicing and financial administration.
? Preparing legal documents and correspondence through digital audio typing.
? Handling scanning, document management, post distribution and general office administration
What we are looking for:
? Previously worked as a Property Legal Secretary, Property Legal Assistant, Property Paralegal, Conveyancing Secretary, Conveyancing Assistant, Conveyancing Paralegal, Conveyancing Legal Secretary, Conveyancing Legal Assistant, Conveyancing Administrator, legal Administrator, Legal Clerk or in a similar role.
? Must have experience within a property or conveyancing department.
? Skilled in using Word, Excel and a legal case management system.
? Ability to open and maintain client files and records.
? Strong administrative and organisational skills.
? Confident communicating with clients and third parties via telephone.
Whats on offer:
? Competitive salary
? Life insurance ....Read more...
An opportunity has arisen for a Finance Assistant to join a well-established fire and security services provider, specialising in the design, installation and management of advanced safety and security solutions.
As a Finance Assistant, you will support the finance function with day-to-day processing, billing activities, reconciliations and administrative duties, providing a strong development opportunity where you can progress your career and work towards achieving an AAT qualification.
This hybrid role, with 3 days in the office offers salary range of £27,000 - £30,000 and benefits.
You will be responsible for:
? Processing and maintaining accurate billing, including recurring invoicing schedules.
? Ensuring invoice submissions align with customer requirements and agreements.
? Supporting resolution of billing queries and customer invoice disputes.
? Assisting with credit control activities where required.
? Carrying out bank reconciliations and supporting month-end processes.
? Processing expense claims in line with internal procedures.
? Maintaining accurate financial records and supporting audit requirements.
? Supporting adjustments, credits and invoice updates as needed.
? Processing direct debit collections and related finance tasks.
What we are looking for:
? Previously worked as a Finance Assistant, Accounts Assistant, Accounts Payable Assistant, Purchase Ledger Clerk, Assistant Accountant, Accounts Administrator or in a similar role.
? Experience in billing, invoicing, reconciliations, AR/AP, credit control, month-end processes, query handling, and financial record keeping.
? Confidence using finance systems.
? Good working knowledge of Excel or similar tools.
? Strong numerical ability with excellent attention to detail and accuracy.
? Excellent organisational skills and communication skills.
What's on offer:
? Competitive salary
? 25 days plus bank holidays
? Pension scheme and life assurance cover ....Read more...
The administration role is expected to last for a minimum of 18 months and includes:
Answering incoming client telephone calls
Setting up meetings for advisers and clients
Attending the quarterly team meeting and taking minutes
Inputting and maintaining accurate information relating to the advice process and clients
Gathering policy information and adding details to our back office system
Processing incoming post
Preparing valuation letters for clients
Providing administration support to advisers in order to support the flow of the initial and ongoing advice processes
Contributing ideas for enhanced administration processes
Adhering to regulatory requirements and code of conduct
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Training Outcome:Following completion of the administration apprenticeship, we will look to enrol you on the paraplanning apprenticeship. The paraplanning role is expected to last for a minimum of 18 months and includes:
Researching suitable products that align with the advisers' recommendations
Completing cashflow modelling
Ensuring client fact finds contain all relevant and accurate information
Completing research for pensions, investments, and protection recommendations as well as inheritance tax planning solutions
Writing suitability reports for advisers to present to clients
Contributing ideas for enhanced paraplanning processes
Adhering to regulatory requirements and code of conduct
On completion of the above two stages, your progression and future focus will be discussed, including whether you want to proceed to become a trainee financial adviser. At which point, your journey towards your chosen area in financial services can begin.Employer Description:A chartered financial planning firm offering independent financial advice to retail customers. Our advice is personalised to the needs and objectives of our clients, and we work with them to create a long lasting relationships to support them through their early years of accumulating funds, and retirement when they may need to withdraw funds. We advise on pensions, investments, protection, and inheritance tax planning.Working Hours :Monday to Friday, 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Team working,Initiative,Good time keeping....Read more...
The role involves providing support to the Business Manager and Home Manager to ensure the efficient running of a high-quality care home, encompassing various responsibilities such as managing customer experience, HR, recruitment, and finance
The Care Home Administrator will be responsible for promoting a warm and welcoming environment, assisting with staff recruitment and onboarding process, managing staff records, recording minutes of meetings, ensuring rotas and timesheets are complete, managing financial tasks such as petty cash and resident fund accounts, and invoicing
The successful candidate will need to have excellent customer service experience, strong attention to detail, and proficiency in Microsoft applications
Training:
Training will be delivered through Hugh Baird College Tutors visiting monthly to support you in gaining the knowledge, skills and behaviours of the Business administrator at level 3
Training Outcome:
Successful completion of the apprenticeship will lead to further opportunities to develop within the organisation
Employer Description:We are a Residential Care home, located in Birkdale, Southport. Purpose built, established in 1976, we provide high quality person centred care for up to 37 residents.
We are dedicated to ensuring that our team are respected and their contribution valued, offering a supportive and rewarding work environment with opportunities for training and progression.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
An opportunity has arisen for a Legal Secretary / Legal Administrator to join a Private Client team at a well-established legal practice based in London, providing a broad range of legal services and is recognised for delivering a professional and client-focused approach.
As a Legal Secretary / Legal Administrator, you will provide administrative and secretarial support to the Private Client team, ensuring the smooth running of daily operations and delivering a high standard of service to clients and colleagues. This role offers salary of £35,000 and benefits.
They will also consider candidates from other areas of law who can demonstrate a genuine interest in and suitability for Private Client work.
Please note: It is intended for experienced administrators or secretarial professionals only.
You will be responsible for:
* Preparing, managing and distributing correspondence and legal documentation.
* Opening, maintaining and closing client files in accordance with internal procedures.
* Organising and managing document storage, filing and archiving systems.
* Updating and maintaining records, databases and case management systems.
* Assisting with diary coordination and general administrative support.
* Supporting financial administration and related office processes.
* Acting as a first point of contact for new client enquiries.
* Liaising professionally with clients and arranging appointments and meetings.
What we are looking for:
* Previously worked as a Private Client Legal Secretary, Private Client Secretary, Private Client Assistant, Legal Assistant, or in a similar role.
* Good knowledge of Private Client work.
* Must have expeirnce in secretarial and admin role.
* Background dealing directly with clients in a professional environment
* Strong keyboard and interpersonal skills.
* Excellent organisational skills with the ability to manage a varied workload.
If you are an experienced Legal Secretary or Administrator looking to join a respected legal practice, this is an excellent opportunity to further your career. Apply today to be considered.
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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About The RoleThis is a key role within the People Services Team, where you will be enabling the delivery of the learning & organisational development strategy. You will have responsibility for maintaining the Salvation Army Homes Learning Management System (Skillgate) and will provide administrative support to the Learning Partner and wider people team as required.The role will include uploading training into Skillgate and maintaining training records, booking venues for face to face training, providing support to the management of apprenticeship schemes, liaising with suppliers, capturing financial information, carrying out delegate management/attendance lists, analysis of course evaluations, carrying out regular audits of mandatory training compliance.The role is agile working, with the vast majority of time home working, but may involve occasional national travel to our regional offices.About The CandidateYou will instinctively work in a manner that aligns fully with Salvation Army Homes’s values and behaviours, demonstrating energy and passion, along with a positive, can-do attitude in your daily contribution as L&D Administrator in transforming lives.You will be an experienced administrator who is confident in using databases in Excel and LMS, strong organisational skills, great people skills and excellent attention to detail. The benefits on offerIn return for helping to transform lives, we’ll give you access to some great benefits. These include:26 days annual leave rising to 31 daysAn extra day off on your birthdayA High Street discount scheme (great savings both on and off-line)Pension with life assuranceDiscounted private medical insuranceLoans available for financial emergenciesOccupational Sick PayA full Induction package and training relevant to the roleLong service awards from 2.5 yearsSupport to learn and develop your careerCycle to Work SchemeAbout The CompanyA registered social landlord and one of the leading providers of supported housing in the UK, Salvation Army Homes is dedicated to transforming lives by providing accommodation and support for some of the most vulnerable members of society - mainly people with complex needs and/or experiencing homelessness.Our aim is to work with individuals to build on their strengths, creating person centred, individualised strategies and plans that transform lives, support recovery and enable positive behaviour. In order to succeed, however, we need the right people in place. Our workforce is one of our greatest assets, but only by recruiting the very best can we continue to deliver comprehensive, good quality housing services, support and resettlement. services to our residents. That’s where you come in.As an equal opportunities’ employer, Salvation Army Homes is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We invite and welcome applications to apply for Salvation Army Homes opportunities without concern of bias or discrimination. We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible. ....Read more...
Your duties will include:
Acting as the first point of contact for parents, visitors and telephone enquiries, providing a friendly and professional reception service.
Managing reception duties, visitor sign-in procedures, correspondence and general office administration.
Maintaining accurate pupil records and supporting attendance administration, including producing attendance reports and statistics.
Updating school systems including ParentPay, childcare voucher records, free school meal information and school lunch administration.
Assisting with the updating and maintenance of the school website and other school communications.
Financial administration, including invoice processing, purchase card administration, stock monitoring and maintaining administrative records.
Assisting with the organisation and administration of school trips, events and educational visits.
Maintaining contract subscription records, meter readings and other operational school information.
Producing reports, updating databases and using a range of IT systems to support the effective running of the school.
Providing administrative support to school leaders, staff and governors as required.
Developing an understanding of school policies and procedures, including safeguarding, confidentiality, data protection and health and safety requirements.Training:This apprenticeship provides an excellent opportunity to gain hands-on experience in a busy school environment while working towards your qualification and developing the skills required for a successful career in administration and business support.Training Outcome:On successful completion of the apprenticeship, the apprentice will have gained valuable experience in school administration, reception and customer service.
This experience could lead to a range of opportunities within education and the wider business administration sector, including roles such as:
School Administrative Assistant
School Receptionist
Office Administrator
Business Support Assistant
Attendance Administrator
Finance or Payroll Administrator
School Business Support Officer
The skills and knowledge gained may also support progression onto a higher-level apprenticeship or further professional development within administration and business support.
Employer Description:We are a small primary school with 104 pupils on roll.Working Hours :Monday to Friday, 8:30am to 3:30pm, with a 30-minute unpaid lunch break.
32.5 hours per week, term time only (39 paid weeks per year, including 5 INSET days).Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Billings Administrator
Sevenoaks
Monday – Friday 8.30am - 5pm
£27,000 – £30,000pa
We’re working with a well-established, bespoke manufacturer seeking a Billings Administrator to join their team. This is a fantastic opportunity for someone who enjoys a mix of finance and office-based responsibilities in a supportive, collaborative environment
The Role
This is a varied and hands-on position, ideal for someone who enjoys combining finance support with day-to-day office coordination. You’ll play a key role in ensuring the smooth running of the office while supporting the finance function with accurate and timely administration.
Key Responsibilities
- Processing invoices and assisting with purchase ledger duties
- Accurate data entry and financial record maintenance
- Supporting supplier statement and credit card reconciliations
- Managing office supplies and ensuring a well-organised workspace
- Monitoring shared inboxes and responding to queries
- Handling incoming calls in a professional manner
- Providing administrative support across the business
- Assisting senior management with day-to-day coordination
- Supporting a positive and efficient office environment
Candidate Profile
- Previous experience in a finance or accounts-based role
- Good administrative skills
- Strong attention to detail and confidence working with numbers
- Excellent communication skills and a professional manner
- Highly organised with the ability to prioritise tasks
- Computer literate
At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word. Thank you.
KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market...
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Support both UK and International workshops
Coordinate the setup of training rooms and ensure venues are appropriately booked and prepared
Maintain and update the training schedule across internal systems and platforms
Serve as the primary point of contact for general inquiries and troubleshooting related to learning events or technology platforms
Create, update, and cancel training courses on the CSC booking platform
Ensure timely communication is sent to customers, trainers, and stakeholders, including joining instructions and updates
For international workshops, liaise with participants from registration until arrival on workshops
Liaise with trainers to confirm logistics, share materials, and support delivery
Prepare and manage training materials and resources for each session
Collect feedback from delegates and trainers and support post-training reporting
Maintain accurate records of attendance, feedback, and delivery metrics
Assist Account Managers with administrative tasks as required
Data entry onto CSC’s CRM system
Travel to external venues to oversee and support smooth delivery
Participate in internal development sessions to build product knowledge and operational skills
Training:
On the job training and a monthly virtual online masterclass with the training provider.
Training Outcome:
Training Administrator
Senior administrator
Office Supervisor
Employer Description:
The British civil service is amongst the best in the world. Its capability and effectiveness are now under scrutiny. With financial constraints, coupled with challenges facing policymakers, new skills and talents are required. Our innovative programmes are taking training to the next level - sustaining the values and qualities in the civil service, while bringing major changes our times demand.
Working Hours :9.00am - 5.30pm - 37.5 hours per week.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness....Read more...
Perform routine and complex administrative duties to provide support to the Wealth Management Consultant.
These duties may include but are not limited to:
Drafting letters and memoranda
Researching, writing, editing, proofreading documents for grammar, spelling, etc.
Managing and maintaining electronic and paper files
Overseeing independent administrative projects, as appropriate
Creating, preparing, and maintaining reports, spreadsheets, and databases
Researching questions or issues of interest and providing a report to the WMC
Preparing, reviewing and collating fund and portfolio information for clients as required by the WMC
Perform supportive administrative duties for the wealth management department
These duties may include but are not limited to:
Preparing documents relating to wealth management advice
Assisting Advisers and Para-planners with correspondence
Co-ordinating Service & Payment Agreement production and allocation
Providing second-line support to the Financial Planners as and when required
Maintenance of Intelligent Office liaising closely with the Para-planner
Training:
Business Administrator Level 3
The apprentice will attend Coastland College one day per week (term-time only)
Training Outcome:Following completion of the apprenticeship, the right candidate may be offered a position as a permanent member of staff. Employer Description:A friendly boutique wealth management firm with considerable experience in all aspects of financial planning covering Dorset, Devon, Hampshire and Somerset.
Blueberry Wealth Management pride ourselves on our ability to stand out from the crowd by providing a refreshingly different approach tailored to our clients’ needs and circumstances.Working Hours :Monday to Thursday 9:00 am to 5:30 pm, Friday 9:00 am to 4:00 pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Team working....Read more...
Purchase Ledger Duties:
Processing supplier invoices accurately onto the accounts system
Matching invoices to purchase orders, delivery notes, or other supporting documents
Checking invoice details including supplier name, invoice number, VAT, amounts, dates, and payment terms
Raising queries with suppliers or internal departments where invoice information is missing or incorrect
Filing and maintaining purchase ledger records, both electronically and physically where required
Assisting with supplier statement reconciliations
Supporting the preparation of supplier payment runs
Helping to ensure invoices are authorised in line with company procedures
Administration and Record Keeping
Maintaining accurate and up-to-date finance records
Answering supplier queries by email or telephone in a professional manner
Scanning, uploading, and saving documents correctly
Supporting the wider accounts team with general administration tasks
Helping with data entry and checking information for accuracy
Maintaining confidentiality of company and financial information
Training Outcome:This apprenticeship provides an excellent opportunity to begin a career in finance. On successful completion, there may be opportunities to progress into roles such as:
Purchase Ledger Clerk
Accounts Assistant
Finance Administrator
Payroll or Credit Control Assistant
Transport Finance Administrator
Health, Safety and Conduct
Employer Description:With over 40 years’ experience in the industry, Ramage can provide a complete solution for the daily management of your palletised freight. We have gained an invaluable understanding that the core values of our business are our Customers. At Ramage we appreciate that not all businesses are the same. Our commitment in gaining a personal understanding of our customer’s requirements and people, is at the forefront of what we do and ethos. We take great pride in the responsibility & trust placed in us and handle goods with the greatest of respect, care and integrity. Our team in every aspect of our company, continuously endeavour to provide an unrivalled level of Service and Customer Care. You can Rely On Ramage!Working Hours :Monday - Friday 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Number skills,Literacy skills....Read more...
Processing supplier invoices accurately onto the accounts system.
Matching invoices to purchase orders, delivery notes, or other supporting documents
Checking invoice details including supplier invoice number, VAT, amounts, dates, and payment terms
Raising queries with suppliers or internal departments where invoice information is missing or incorrect
Filing and maintaining purchase ledger records, both electronically and physically where required
Assisting with supplier statement reconciliations
Supporting the preparation of supplier payment runs
Helping to ensure invoices are authorised in line with company procedures
Administration and Record Keeping
Maintaining accurate and up-to-date finance records
Answering supplier queries by email or telephone in a professional manner
Scanning, uploading, and saving documents correctlySupporting the wider accounts team with general administration tasks
Helping with data entry and checking information for accuracyMaintaining confidentiality of company and financial information
Training:
Training will take place on the employer premises with a dedicated trainer allocated
The training will be monthly
Training Outcome:The Apprentice Administration will support the transport and administration teams by helping to process, check, scan, file and update Proof of Delivery documents. The role is designed to provide practical office and transport administration experience while working towards a recognised apprenticeship qualification. Roles include:
Purchase Ledger Clerk
Accounts Assistant
Finance Administrator
Payroll or Credit Control Assistant
Transport Finance Administrator
Health, Safety and Conduct
Employer Description:Ramage Transport is a trusted and well-established logistics company with over 40 years of industry experience. Known for its reliability, efficiency, and excellent customer service, the company provides haulage, warehousing, and pallet distribution solutions across the UK. With a strong team culture and commitment to growth, Ramage Transport offers outstanding opportunities for career development.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Customer care skills,Problem solving skills,Team working....Read more...
The Claims Handling Team provides outsourced managed claims service handling professional indemnity schemes on behalf of leading insurers. The team provided significant value to the wider RPC law firm through the provision of referrals and is an important aspect of the firm’s insurance business and future strategy.
As a Team collectively, you will be responsible for building and shaping the team for the future, embedding principles of lean and efficient working, and establishing the culture, values and behaviours that make for an attractive and varied legal career.
The main responsibilities will be assisting team members with administrative tasks, including:
Opening new matters and inputting data into the claims management system
Sending acknowledgements
Conducting conflict searches
Assisting with diary management
Ensuring that all basic administrative tasks are completed accurately and timely, i.e. filing, scanning, making/receiving telephone calls, dealing with enquiries etc.
Dealing with financial matters, for example, arranging and processing payments, dealing with billing and accounts queries, recording and updating financial information, etc.
Capturing and collating required Management Information, for performance management, client reporting, Service Level Agreements, etc.
Liaising with insurers and brokers to request full policy information
Ensuring policies, proposal forms and schedules are properly filed
Management of centralised mailboxes
Providing excellent customer service at all times
Training:Business Administration Level 3 Standard.
Training Outcome:At this stage, we envisage there will be opportunities to work in the Claims Handling Team as an administrator following an initial 18-month fixed-term contract whilst the apprenticeship is undertaken.Employer Description:RPC is a dynamic, collaborative, and commercial law firm. Headquartered in London and with offices in Bristol, Hong Kong and Singapore, RPC support their clients globally, both through their own offices and by collaborating with leading law firm networks. They are big enough to handle the most complex matters, and agile enough to adapt quickly to the opportunities and challenges their clients face.Working Hours :Monday - Friday, 9.30am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working....Read more...
