An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals.
As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients.
This role offers benefits and a competitive salary depending on candidate experience.
You will be responsible for
? Providing technical paraplanning support across a broad range of financial planning cases.
? Working closely with advisers to identify suitable financial planning strategies that meet clients objectives.
? Preparing recommendations covering investments, pensions, retirement, tax and estate planning.
? Producing cashflow models, financial reports and suitability documentation.
? Reviewing investment portfolios and supporting asset allocation recommendations in line with clients risk profiles.
? Preparing client review packs, investment performance reports and supporting documentation.
? Obtaining quotations, product information and research to compare suitable financial solutions.
? Liaising with clients, providers and third parties to ensure cases progress efficiently.
What we are looking for
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role.
? At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment.
? Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience.
? Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms.
? Experience within pensio....Read more...
The Apprentice Administrator will help to:
Support the smooth progression of mortgage and financial planning cases
Assist with Mortgage lender, solicitor, and provider follow-up
Support the sending and chasing of Letters of Authority (LOAs)
Maintain accurate client records and workflow updatesSupport administration teams with day-to-day operational tasks
Develop knowledge and understanding of mortgage and financial planning processes
Maintain high standards of client communication and professionalism
Support the overall organisation and efficiency of the business
Training:
The post holder will complete their apprenticeship with City Skills, attending remote (will be conducted at the office) sessions bi-weekly and completing coursework alongside the role
You will also receive in-house training support as well as external training to help with your apprenticeship
Training Outcome:
Upon successful completion of the apprenticeship, there is a strong possibility of progressing into a full‑time Office Administrator role within the company
Potential progression to become a mortgage or financial adviser once spent more time as a office administrator
Employer Description:Voyage Financial Planning is an independent financial advisory firm based in Romsey, Hampshire, UK. The company provides personalised financial planning and wealth management services to individuals, families, and business owners. Its expertise includes investment planning, retirement and pension advice, inheritance tax planning, mortgage and protection advice, and long-term wealth preservation. Voyage Financial Planning focuses on building lasting client relationships by delivering tailored financial strategies that help clients grow, protect, and pass on their wealth with confidence. The firm is an appointed representative of 2plan Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA).Working Hours :Monday to Friday 9am to 5pm with 1 hour lunch break- 35 hour working weekSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative,Non judgemental,Patience....Read more...
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals.
As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients.
This role offers benefits and a competitive salary depending on candidate experience.
You will be responsible for
* Providing technical paraplanning support across a broad range of financial planning cases.
* Working closely with advisers to identify suitable financial planning strategies that meet clients objectives.
* Preparing recommendations covering investments, pensions, retirement, tax and estate planning.
* Producing cashflow models, financial reports and suitability documentation.
* Reviewing investment portfolios and supporting asset allocation recommendations in line with clients risk profiles.
* Preparing client review packs, investment performance reports and supporting documentation.
* Obtaining quotations, product information and research to compare suitable financial solutions.
* Liaising with clients, providers and third parties to ensure cases progress efficiently.
What we are looking for
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role.
* At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment.
* Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience.
* Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms.
* Experience within pension transfers and knowledge of inheritance tax planning and investment products.
* Strong understanding of current financial services legislation and regulatory requirements.
* Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint
Whats on offer
* Competitive Salary
* RO exam study support, including funded first exam attempt.
* Care Cashback Plan (after successful completion of probation).
* Work-from-home Fridays (subject to business needs).
* Annual leave increasing with service (up to 25 days).
* Long service recognition and additional leave
* Three additional days off at Christmas.
* Access to an on-site gym.
* Company pension scheme.
* Staff discount.
* Birthday leave.
Apply today if youre looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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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:Business Administrator Level 3.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...
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:After successful completion of the apprenticeship, you will have the opportunity to continue your career with Monteagle Wealth Management in a permanent role. A clearly defined development pathway is offered, including support for industry-recognised CII qualifications, progression into Paraplanning and, for the right individual, the opportunity to ultimately train and qualify as a Financial Planner / Financial Adviser.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...
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...
An opportunity has arisen for a Purchase Ledger Clerk / Accounts Payable Clerk to join a well-established company managing shopping centres, specialising in retail asset management, leasing, and operations.
As a Purchase Ledger Clerk / Accounts Payable Clerk, you will be responsible for maintaining the purchase ledger, processing supplier invoices, and supporting accurate and timely accounts payable activities.
This full-time permanent role is office-based offering a salary range of £30,000 - £38,000 and benefits.
You will be responsible for
? Processing and verifying supplier invoices through Sage
? Matching invoices to purchase orders and delivery documentation
? Ensuring timely and accurate processing of supplier payments
? Maintaining up-to-date and accurate ledger records
? Reconciling supplier statements and resolving discrepancies
? Supporting month-end procedures and assisting with reporting
? Carrying out accurate financial data entry and record keeping
? Working closely with procurement and finance colleagues to support smooth processes
What we are looking for
? Previously worked as a Purchase Ledger Clerk, Accounts Payable Clerk, Accounts Payable Assistant, Purchase Ledger Assistant, Purchase Ledger Administrator, Accounts Payable Administrator, Accounts Assistant, Finance Assistant, or in a similar role
? Proven experience using Sage accounting software
? Sound knowledge of accounts payable and purchase ledger processes
? High level of accuracy with data entry and financial record keeping
? Strong attention to detail and analytical approach to financial information
? Good organisational skills with the ability to prioritise workload effectively
? Comfortable working independently as well as within a wider finance team
? Experience within a fast-paced finance or accounts environment
Whats on offer:
? Competitive salary
? Office based position
? Onsite parking
This is a great opportunity for....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...
Reporting to the Administration Manager, your duties will include:
Acting as Case Handler and progressing mortgage and protection applications to completion
Checking cases are compliant in line with the Financial Conduct Authorities requirements
Liaising with customers and advisers re: the above
Compiling Reports for Management
Updating CRM
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
Training Outcome:Assuming the applicant is successful in the role, the candidate will be offered a permanent position at the end of the apprenticeship (subject to market conditions). Employer Description:Established in 2001, Mortgage Required offers whole-of-market, professional, and friendly mortgage advice to customers. We are based in the South of England with our Head Office in Maidenhead.
Our vision at Mortgage Required is to be a progressive mortgage broking firm delivering first class customer service. We want to be our customers' first choice for all their Mortgage and Protection needs. Mortgage Required is dedicated to being a great place to work; to being a strong, positive presence in the community and to save clients time and money.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,Number skills,Team working,Initiative....Read more...
An opportunity has arisen for a Purchase Ledger Clerk / Accounts Payable Clerk to join a well-established company managing shopping centres, specialising in retail asset management, leasing, and operations.
As a Purchase Ledger Clerk / Accounts Payable Clerk, you will be responsible for maintaining the purchase ledger, processing supplier invoices, and supporting accurate and timely accounts payable activities.
This full-time permanent role is office-based offering a salary range of £30,000 - £38,000 and benefits.
You will be responsible for
* Processing and verifying supplier invoices through Sage
* Matching invoices to purchase orders and delivery documentation
* Ensuring timely and accurate processing of supplier payments
* Maintaining up-to-date and accurate ledger records
* Reconciling supplier statements and resolving discrepancies
* Supporting month-end procedures and assisting with reporting
* Carrying out accurate financial data entry and record keeping
* Working closely with procurement and finance colleagues to support smooth processes
What we are looking for
* Previously worked as a Purchase Ledger Clerk, Accounts Payable Clerk, Accounts Payable Assistant, Purchase Ledger Assistant, Purchase Ledger Administrator, Accounts Payable Administrator, Accounts Assistant, Finance Assistant, or in a similar role
* Proven experience using Sage accounting software
* Sound knowledge of accounts payable and purchase ledger processes
* High level of accuracy with data entry and financial record keeping
* Strong attention to detail and analytical approach to financial information
* Good organisational skills with the ability to prioritise workload effectively
* Comfortable working independently as well as within a wider finance team
* Experience within a fast-paced finance or accounts environment
Whats on offer:
* Competitive salary
* Office based position
* Onsite parking
This is a great opportunity for an organised finance professional looking to develop their experience within purchase ledger and accounts payable.
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...
What You'll Learn
Throughout your apprenticeship, you'll gain practical experience in:
Business administration and office management
Bookkeeping and financial administration
Invoice management and credit control
Xero accounting software
Client communication and customer service
Microsoft 365 and business systems
Professional services within the property and construction industry
Key Responsibilities
Finance Administration
Create and maintain job files and project records
Update company job tracking systems
Monitor outstanding invoices and payment status
Assist with preparing and issuing client invoices
Categorise invoices and financial transactions using Xero
Chase outstanding VAT receipts and expense documentation
Support bookkeeping and general finance administration
Assist with updating profit and loss records using Xero data
Manage client invoicing through online customer portals
Maintain invoicing and financial tracking spreadsheets
Support credit control and payment monitoring activities
Business Administration
Manage electronic and physical filing systems
Create and organise project folders and documentation
Print, scan, bind and prepare professional documents
Provide administrative support to Building Surveyors
Assist with Microsoft 365 and Outlook administration
Manage PDF documents, electronic signatures and Adobe software
Book travel and accommodation when required
Answer telephone enquiries and direct calls professionally
Welcome visitors and clients to the office
Act as a professional ambassador for Lantern Building Consultancy
General Office Operations
Monitor and order office stationery and supplies
Support the smooth day-to-day running of the office
Assist with business improvement and operational initiatives
Provide ad hoc administrative support across the wider team
Training:
4 days per week at Lantern Building Consultancy
1 day per week at Newcastle College
Training Outcome:At Lantern Building Consultancy, we're committed to investing in our people.
Upon successful completion of the apprenticeship, there is the opportunity to secure a permanent full-time position within the business, with a salary increase. Potential career pathways include:
Business Administrator
Finance Administrator
Office Operations Administrator
Office Manager (with future progression)
We are looking for someone who wants to build a long-term career with a growing professional consultancy and become a valued member of our team.Employer Description:Lantern Building Consultancy is a growing and ambitious building surveying consultancy providing professional property and construction advice to commercial clients across the UK.
As our business continues to expand, we are looking for a motivated and organised Business & Finance Administrator Apprentice to join our friendly team. This is an excellent opportunity for someone looking to begin a career in business administration, finance and professional services while gaining a nationally recognised Level 3 qualification.
You will play an important role in supporting the day-to-day operations of the business, developing valuable skills in administration, bookkeeping, finance, customer service and office management.Working Hours :Hours: Monday to Friday, 9:00am - 5:30pm (37.5 hours per week).Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Presentation skills,Administrative skills,Analytical skills,Logical,Team working,Initiative....Read more...
Provide administrative support to financial advisor and other team members
Assist with processing client documentation and maintaining accurate records
Handle client queries by phone, email, or in person in a professional manner
Ensure compliance with financial regulations and internal policies
Support with preparing reports, client reviews, and other documentation
Update CRM and database systems with client and transaction information (Full training will be given)
Liaise with product providers to obtain policy information or updates
Maintain confidentiality and accuracy in all tasks
Training:You will work towards your:
Financial Services Administrator Level 3 Apprenticeship
Certificate in Insurance (Cert CII). (if applicable)
Training will be on site and the Apprenticeship Training will be via Davies, virtually. 6 hours per week off the job training. Training Outcome:Following this, the career routes could include paraplanning, operations or client facing advice roles.Employer Description:Shenley Private Wealth is an Appointed Representative of St. James's Place. We are a wealth management organisation dedicated to providing tailored, one-to-one financial advice across a range of investment products. Our clients are at the heart of every-thing we do, and we take the time to understand their personal and business goals to deliver financial solutions that are right for each individualWorking Hours :Monday - Friday, 9.00am to 5.00pm.
Solely on site.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...
Job Purpose
Supporting the finance manager in completing financial transaction processes and the production of financial reports
To be a force for good, implementing Cornish Gems’ environmental, social and community responsibility goals across the department and actively supporting our B Corp mission
Key Tasks:
Complete the processing of financial invoices through Xero software
Assist in the completion of weekly payroll tasks
Assist in the completion of month end financial tasks
Support departments by assisting with charges facilitated via the Property Management System
Assist in the completion of weekly bank reconciliations and cashflow reporting
Assist in the production of financial reports for the business, including Profit & Loss and Departmental Budget Reports
Assist in procurement administration tasks
Assist in collating data for carbon footprint analysis and green grading properties
Carry out any other reasonable tasks as instructed by the manager
Training:
Work based training at Carne House, Western Extension, Threemilestone Industrial Estate, Threemilestone, Truro TR4 9LD
Level 3 Business Administrator Apprenticeship Standard
Training Outcome:
Career advancement within or without the company, including finance assistant or transferable skills to move to Portfolio or the Guest Experience team
Employer Description:Management of real estate on a fee or contract basisWorking Hours :Monday to Friday, 9.00am to 4.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....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...
Part-Time Secretary & Accounts Administrator
Location: Chiswick, West London (Private House)
Hours: Part-time, 8 hours per week (Worked across 2 days)
Days Required: Mondays (essential), plus one further day of your choice, during the week
Position Type: Permanent
Start Date: July/August 2026 (Includes a comprehensive handover period)
Benefits: On-site parking permit provided
About the Role
An exceptional opportunity has arisen for a highly organised, proactive, and versatile Secretary & Accounts Administrator. You will manage the personal and business administration for a sprightly, independent 90-year-old gentleman based in a beautiful private home in Chiswick.
As the employer does not use computers, you will act as his digital bridge. You will manage online affairs, research, and shopping alongside him, while maintaining traditional offline correspondence and filing systems.
Key Responsibilities
Financial Administration: Monitor bank and credit card statements, manage cash flow across accounts, pay bills, and cash cheques for household expenses.
Taxation & Accounting: Maintain monthly trade accounts and liaise closely with accountants to provide paperwork for annual tax returns.
Property & Utility Management: Coordinate bills, Council Tax, TV licensing, and monthly utility readings for both the Chiswick home and a country property. Ensure country staff (cleaner, gardener) and storage rentals are paid.
Insurance & Logistics: Oversee renewals and claims for household, car, RAC, medical, and art company insurance policies.
General Office Support: Manage correspondence, type letters, handle telephone administration, order stationery, and coordinate the annual Christmas card list.
Liaison: Act as a friendly and professional point of contact for family, friends, and other household staff across both properties.
Candidate Requirements
Tech-Savvy with a Traditional Approach: Highly proficient in telephone banking, digital administration, and internet research, with an equal appreciation for physical paperwork and typing letters.
Financial Competence: Strong experience in basic bookkeeping, statement reconciliation, and liaising with accountants.
Excellent Communication: Discretion, patience, and a warm telephone manner are essential for liaising with family and professionals.
Organised & Independent: Ability to manage multiple timelines (such as insurance renewals and utility schedules) across two properties without supervision.
Comfortable Environment: Must be comfortable working in a home where the employer enjoys smoking a pipe.....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 look....Read more...
Core responsibilities:
Working one on one with our existing advisers, carrying out a range of duties throughout the full advice and client servicing processes including:
Liaising with clients and third parties
Preparing relevant compliance documents
Analysing recommendations for new plans and existing client holdings
Ensure appropriate data is accurately recorded within the CRM systems used and updated in line within our company processes
Key attributes:
Personable
Excellent written and verbal communication skills
Desire to provide high standard of service to our clients
Ability to work in a team whilst managing your own time and workload
A keen interest in personal finance and investments
Ability to work under pressure and time constraints
Commitment to continued professional development
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.
College or training organisation: SKILLS EDGE TRAINING LTD.
Your training course: Financial services administrator.
Equal to Level 3 (A level).Training Outcome:Post apprenticeship - professional qualifications, career progression, uncapped earnings in adviser role.Employer Description:A Wealth Management practice based in The City of London, providing holistic financial planning to individuals, families and businesses.Working Hours :Monday - Friday: 8.30am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Personable,High standard of service,Interest in Financial Services,Able to work under pressure....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...
This role provides hands-on day-to-day support across a busy online footwear company. Duties will include helping with website administration, processing customer enquiries, supporting marketing activity, assisting with stock and order updates, maintaining accurate records, and helping with basic financial controls. The successful candidate will work closely with the team to keep daily operations running smoothly and deliver a professional service to customers.
Managing day-to-day customer service and ensuring a high standard of customer satisfaction
Handling invoicing and financial processes using Xero
Maintaining and updating online platforms, including Shopify and Mailchimp
Communicating with manufacturing partners and factories to design footwear and manage orders
Liaising with the warehouse to ensure smooth logistics and fulfilment
Supporting overall business operations and identifying ways to improve efficiency
Training:
Business Administrator Level 3
Work-based Training
End-Point-Assessment
Monthly Tutor/Assessor Sessions throughout the first 18-months
Training Outcome:On successful completion of the apprenticeship, there may be an opportunity to progress into a permanent administrative or customer service role within the business. The apprentice will gain valuable experience across e-commerce, marketing, customer service, stock administration and basic financial processes, providing a strong foundation for further development within the company or a wider business administration career.Employer Description:Distributor and retailer of high quality footwear.Working Hours :Monday - Friday 8:30am - 5pm, with an hour for lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Presentation skills,Administrative skills,Number skills,Team working,Initiative,Patience,Confident telephone manner,Willing to learn,Friendly, polite, professional,Reliable & Punctual,Positive attitude....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...
An opportunity has arisen for an Accounts Assistant to join a well-established sports media and events company, specialising in promoting and producing live sporting events across a wide range of disciplines.
As an Accounts Assistant, you will support the day-to-day finance function across multiple entities, ensuring financial transactions are processed accurately and efficiently.
This full-time permanent role offers a salary range of £30,000 - £35,000 and benefits. Hybrid working (1 day working from home) option available after probation.
You will be responsible for:
? Processing and posting purchase ledger invoices, including transactions in multiple currencies.
? Preparing supplier payments through BACS and arranging individual payments when required.
? Managing and reconciling company credit card activity.
? Reviewing, coding and posting employee expense claims and related expenditure.
? Investigating and challenging costs that fall outside approved budgets or company policies.
? Maintaining accurate financial records and ensuring supporting documentation is up to date.
? Assisting with payment reconciliations and general finance administration duties.
? Providing finance support across both UK and overseas operations.
What we are looking for:
? Previous experience in a similar role such as Accounts Assistant, Finance Assistant, Purchase Ledger Clerk, Accounts Payable Assistant, Accounts Administrator, Accounts Payable Clerk, Purchase Ledger Assistant, Assistant Accountant or equivalent.
? Prior experience processing purchase ledger invoices and supplier payments.
? Skilled in Microsoft Excel and experience using accounting systems.
? Good organisational skills and the ability to manage competing priorities effectively.
? The ability to work independently and take ownership of assigned responsibilities.
? Strong attention to detail with a high degree of accuracy.
? Confidence identifying discrepancies and raising ....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...
It’s the chance to be part of a fun, fast paced working environment with a supportive and approachable team. You will get to be part of our client’s financial journeys helping them to achieve their goals!
Answer phone calls, emails ensuring clear and professional communication to clients and providers.
Prepare agendas and materials for meetings and take minutes if required.
Organise and schedule meetings for our Mortgage and Protection Advisor.
Maintain databases and ensure records are up to date and easily accessible.
Assisting the Mortgage and Protection advisor in the application process for mortgages and protection policies.
Greet visitors and clients, making sure they are attended to promptly.
Managing and processing mortgage paperwork, such as loan applications, credit checks and contracts.
Updating clients on the status of their mortgage applications and any required documentation.
Handling the administration of protection insurance policies such as life insurance, critical illness cover and income protection.
Perform other duties as required to ensure the office runs office runs efficiently.
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.
College or training organisationSKILLS EDGE TRAINING LTD
Your training courseFinancial services administrator
Equal to Level 3 (A level)Training Outcome:Further courses available after completion
Opportunity to trained to become a mortgage and protection advisorEmployer Description:KIN provides financial planning and support. We ensure that every one of our clients receives a service tailored to them and believe that conversations about finances should feel both comfortable and normal, by bringing them into the everyday. We thrive to develop the best plan for our clients, based on individual circumstances and goals.Working Hours :Monday – Friday 9am -5.30pm
37.5 hours per week
60 minutes lunch breakSkills: Communication skills,Attention to detail,Organisation skills,Customer care skills....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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