An opportunity Has Arisen for a Financial Services Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Financial Services Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For:
? Leading, mentoring, and developing the client support team.
? Allocating and monitoring workloads to ensure deadlines are achieved.
? Managing complex or high-priority client administration tasks directly.
? Overseeing onboarding, annual reviews, and day-to-day service delivery.
? Acting as the main operational point of contact between advisers and paraplanners.
? Monitoring workflow and addressing bottlenecks before they escalate.
? Maintaining compliance and ensuring quality standards are met.
? Driving continuous improvement across systems and processes.
? (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For:
? Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
? At least 2 years of experience in financial services
? A strong background in financial services administration (pensions, investments, insurance, or wealth management).
? Proven ability to lead teams and manage multiple priorities effectively.
? Excellent attention to detail and accuracy in all tasks.
? Strong organisational skills and effective communication.
What's on Offer:
? Competitive salary
? Generou....Read more...
An opportunity Has Arisen for a Senior IFA Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As aSenior IFA Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
? Leading, mentoring, and developing the client support team.
? Allocating and monitoring workloads to ensure deadlines are achieved.
? Managing complex or high-priority client administration tasks directly.
? Overseeing onboarding, annual reviews, and day-to-day service delivery.
? Acting as the main operational point of contact between advisers and paraplanners.
? Monitoring workflow and addressing bottlenecks before they escalate.
? Maintaining compliance and ensuring quality standards are met.
? Driving continuous improvement across systems and processes.
? (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
? Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
? At least 2 years of experience in financial services
? A strong background in financial services administration (pensions, investments, insurance, or wealth management).
? Proven ability to lead teams and manage multiple priorities effectively.
? Excellent attention to detail and accuracy in all tasks.
? Strong organisational skills and effective communication.
What's on Offer
? Competitive salary
? Generous holiday entitlemen....Read more...
An opportunity Has Arisen for a Financial Services Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Financial Services Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For:
* Leading, mentoring, and developing the client support team.
* Allocating and monitoring workloads to ensure deadlines are achieved.
* Managing complex or high-priority client administration tasks directly.
* Overseeing onboarding, annual reviews, and day-to-day service delivery.
* Acting as the main operational point of contact between advisers and paraplanners.
* Monitoring workflow and addressing bottlenecks before they escalate.
* Maintaining compliance and ensuring quality standards are met.
* Driving continuous improvement across systems and processes.
* (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For:
* Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
* At least 2 years of experience in financial services
* A strong background in financial services administration (pensions, investments, insurance, or wealth management).
* Proven ability to lead teams and manage multiple priorities effectively.
* Excellent attention to detail and accuracy in all tasks.
* Strong organisational skills and effective communication.
What's on Offer:
* Competitive salary
* Generous holiday entitlement.
* Professional development and qualification support.
* Company pension and wellbeing initiatives.
* Enhanced family leave policies.
* Additional leave and regular company events.
* Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An opportunity Has Arisen for a Senior IFA Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As aSenior IFA Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
* Leading, mentoring, and developing the client support team.
* Allocating and monitoring workloads to ensure deadlines are achieved.
* Managing complex or high-priority client administration tasks directly.
* Overseeing onboarding, annual reviews, and day-to-day service delivery.
* Acting as the main operational point of contact between advisers and paraplanners.
* Monitoring workflow and addressing bottlenecks before they escalate.
* Maintaining compliance and ensuring quality standards are met.
* Driving continuous improvement across systems and processes.
* (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
* Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
* At least 2 years of experience in financial services
* A strong background in financial services administration (pensions, investments, insurance, or wealth management).
* Proven ability to lead teams and manage multiple priorities effectively.
* Excellent attention to detail and accuracy in all tasks.
* Strong organisational skills and effective communication.
What's on Offer
* Competitive salary
* Generous holiday entitlement.
* Professional development and qualification support.
* Company pension and wellbeing initiatives.
* Enhanced family leave policies.
* Additional leave and regular company events.
* Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Preparing reports and quotes, processing applications, managing adviser diaries, using back office and provider online systems, answering the telephone, greeting clients.Training:
Level 3 Business Administration Apprenticeship Standard delivered by Chelmsford College
At least 20% of your working hours will be spent training or studying
6-7 hours per week will be spent on "off-the-job training"
Training is provided both remotely and in the workplace
Details will be made available at a later date
Training Outcome:Possibility for continued employment or career progression after the apprenticeship.Employer Description:Fairstone Group is a national firm of Independent Financial Advisers assisting clients with Investments, Pensions, Mortgages and ProtectionWorking Hours :Monday to Friday, 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working....Read more...
Maintain and update client records
Assist with preparation of new business
Support advisers with day to day admin
Assist in preparing documents and client reports
Liase with providers to obtain information
Training:
Level 3 Business Administration Apprenticeship Standard delivered by Chelmsford College
At least 20% of your working hours will be spent training or studying
6-7 hours per week will be spent on "off-the-job training"
Training is provided both remotely and in the workplace
Details will be made available at a later date
Training Outcome:
Potential for full time employment
Employer Description:We are independent financial advisers providing personalised advice on investments, pensions, protection, mortgages, inheritance, tax planning, and general financial planning.Working Hours :Monday- Friday
Shifts to be confirmedSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Interest in Financial Services....Read more...
An opportunity Has Arisen for a Paraplanner to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Paraplanner, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
? Leading, mentoring, and developing the client support team.
? Allocating and monitoring workloads to ensure deadlines are achieved.
? Managing complex or high-priority client administration tasks directly.
? Overseeing onboarding, annual reviews, and day-to-day service delivery.
? Acting as the main operational point of contact between advisers and paraplanners.
? Monitoring workflow and addressing bottlenecks before they escalate.
? Maintaining compliance and ensuring quality standards are met.
? Driving continuous improvement across systems and processes.
? (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant or in a similar role.
? At least 2 years of experience in financial services
? A strong background in financial services administration (pensions, investments, insurance, or wealth management).
? Proven ability to lead teams and manage multiple priorities effectively.
? Excellent attention to detail and accuracy in all tasks.
? Strong organisational skills and effective communication.
What's on Offer
? Competitive salary
? Generous holiday entitlement.
? Professional development and qualification support.
? Company pension and wellbeing initiatives.
? Enhanced family leave policies.
? Additional leave and regular ....Read more...
Welders & Fabricators
Welders & Fabricators Salary: £16.50 -20.38ph
Please only apply if you have the permanent right to work in the UK, applications without the permanent right to work will be automatically rejected.
Are you an experienced welder or fabricator looking for work? Are you wanting to join a business that is rapidly expanding, and has huge investments and contracts that will last for many years?
To keep the role interesting, you will also be welding on a variety of materials, a huge variety of jobs, you will have the opportunity to learn new skills if you haven't already worked on exotic alloys and the quality is second to none.
The successful Welder Fabricator will need:
- Previous experience of fabricating or welding using TIG on thin gauge metal up to 3.5mm
- Experience in welding on stainless steel, Inconel, aluminium or titanium
- The ability to read engineering drawings
In return Welders & Fabricators will:
- Earn whilst you learn.
- If you are already a fully skilled TIG Welder or Fabricator you will earn up to £19.60 per hour
- Work a 4-day week. Monday to Thursday.
- Overtime available on Fridays and Saturdays at time and half
- Get over 5 weeks of paid leave increasing to 6 weeks with service
- Receive health care and death-in-service benefits from day 1
- Have the ability to progress your career as they always try to recruit from within
- Welding to aerospace standards would be a distinct advantage but not essential. The business exports its products worldwide and works in many sectors including F1 and aerospace.
What Next?
If you're a skilled Welder or Fabricator looking to take your career to that next level, apply now or call/message Hayden at Holt Engineering on 07955 081 482.....Read more...
I’m working with an exceptional and historic private members’ club in central London. It offers dining, accommodation, event spaces, and networking opportunities for its members.As the Financial Controller, you will report directly to the CEO and will be heavily relied upon to take on all aspects of financial administration, from managing the general day-to-day finances, such as paying invoices and billing customers, to ensuring costs are controlled and in line with budgets. Responsibilities
Lead and manage the Finance Department, including payroll.Safeguard the financial stability and long-term viability of the organisation.Provide senior management with management accounts, forecasts, cash flow analysis, and strategic financial adviceProduce monthly and year-end accounts, including all reconciliations, KPIs, and commentary.Manage annual budgets, audits, insurance, banking, investments, and compliance (VAT, HMRC, pensions).Oversee cash flow, supplier payments, purchase ledger, debtors, and direct debits.Administer membership billing, subscriptions, renewals, and revenue reporting.Support committees with reports, papers, minutes, and financial insight.Contribute to strategic management decisions and process improvements.Lead, train, and develop the finance team, ensuring high performance and standards.
The successful candidate.
Grade, ACA, CIMA, ACCA, or QBEAble to operate as a standalone.Excellent communication skills, grit, and determination.Knowledge of Xero.Experience within a members' club environment is desirable.
....Read more...
Roles & Responsibilities:
Land Registry– Obtaining OC1s etc.
ID Checks
Chasing forms from the other side solicitors and clients
Carrying out TR1s
Ensuring SDLT is completed on time
Managing client expectations
Effectively work with the fee-earner to ensure tasks are completed in a timely manner
Work well with the fee-earner and be result-orientated
Promote good relations with other members of staff and facilitate teamwork
Training:
Apprentice training will be delivered within the workplace, the apprentice will be allocated 6 hours out of their working week to complete any apprenticeship training/coursework/assignments etc.
Training Outcome:
Progression available upon successful completion of Level 3 Apprenticeship
Employer Description:GD Property Solicitors is a law firm of the current times with large investments already made into technology based systems to make property transactions easy for our customers, with the mindset of putting our customers at the front of everything we do. At GD Property Solicitors our mission is to give clients access to a competitively priced and trustworthy conveyancing service.Working Hours :Monday- Friday
37 hours per week
Shifts to be confirmedSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Logical,Team working,Initiative,Demonstrate focus,Able to work to targets,Professional and assertive,Written and spoken English,Experience of telephone work,Self-motivated,Interest in Law,Interest in Conveyancing....Read more...
As a Marketing Operations Assistant you will be responsible for:
Scheduling our digital marketing campaigns
Produce reports on customer spending and ensure that all competitions are executed at the highest level
Help manage day-to-day client queries and complaints and provide full technical support on all our consumer competitions
Training:
The training will via monthly workshops online, with study huddles, assignments and assessments
Training Outcome:Potential to move into Marketing Assistant, Marketing Executive, Social Media Executive, Digital Marketing Executive roles.
Apprentice will be supported to apply for internal opportunities following the training. Employer Description:We are a media business focused on creating content that matters to millions of people across Europe. Our offering extends from print and online publishing to audio broadcasting and entertainment, alongside investments in other media related sectors. With more than 500 million copies sold each year, we are one of Europe’s largest Publishers. From women’s and celebrities’ magazines to TV listings to food and special interest, we own some of the most popular publishing brands in Germany, UK, Poland and France – both digital and print. But not only that. Reaching over 61 million listeners weekly, we operate over 150 radio and podcast brands in nine countries, spanning the UK, Ireland, Poland, Slovakia, Denmark, Sweden, Finland, Norway and Portugal. Family-owned in the 5th generation, Bauer Media focuses on the long-term, with a consumer-first mindset that guides us across our diverse portfolio. Our workforce of 12,000 shares a common purpose: to deliver content and services that enrich people‘s everyday lives.Working Hours :Monday to Friday 9am- 5.30pmSkills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Presentation skills,Administrative skills,Team working,Creative,Initiative....Read more...
Head of Grocery Sales – Exciting Food Brand – £80K + Benefits My client is an exciting food business who have a great reputation.They are currently looking for a Head of Grocery Sales to join their team. The successful Head of Grocery Sales will take full ownership of their retail strategy, building strong partnerships with key grocery accounts and unlocking new growth opportunities. This role combines strategy, execution, and leadership, giving you the chance to shape their commercial future.This is the perfect opportunity for an energetic, talented and highly driven Head of Grocery Sales to join an exciting business who can match their career ambition and offer genuine progression opportunities.Responsibilities include:
Develop and deliver the UK grocery sales strategy in line with brand objectives.Lead and manage relationships with major grocery customers.Negotiate JBPs, promotional plans, and trade investments to maximise ROI.Identify and win new business opportunities across retail and wholesale channels.Analyse performance data to drive informed decisions and continuous improvement.Collaborate cross-functionally with Marketing, Supply Chain, and Finance to ensure alignment and execution.Build, mentor, and inspire a high-performing sales team as we scale.
The Ideal Head of Grocery Sales Candidate:
Proven experience in a senior grocery account management or sales leadership role within FMCG (ideally food & drink).Strong track record of delivering growth with UK grocery multiples.Excellent negotiation and relationship-building skills.Analytical mindset with the ability to turn insights into action.Entrepreneurial drive, resilience, and a hands-on approach.
If you are keen to discuss the details further, please apply today or send your cv to Mikey at COREcruitment dot com / mikey@corecruitment.com....Read more...
Duties will include:
Answering phones in the office and providing great advice to our clients
Creating and maintaining accurate records
Maintaining our client database (CRM)
Promotion of the business
Creating brochures to assist with the promotion of commercial properties
Arranging boards for vacant properties
Supporting the preparation of property reports
Typing up of plans provided by the surveyor
Uploading details to the website
Assisting with local property viewings
Assisting with finance processes such as invoicing and banking
Dealing with customers
Sending emails
Other general administration duties including data entry
Training:
Teaching and learning the skills, knowledge and behaviours within Business Administration
Training Outcome:
Upon successful completion of the apprenticeship, you may have the opportunity to progress into a permanent Business Administrator role within Mason Young JQ Ltd, with options to take on greater responsibility long-term
Employer Description:Mason Young is a specialist property consultancy established in 2009, offering a wide range of commercial property services. From supporting small start-ups to advising large multinational corporations, the firm provides expertise in commercial agency (buying, selling, and lettings), lease consultancy, rent reviews, investments, property management, rating, planning, and general maintenance. With extensive local knowledge and many years of experience, Mason Young helps businesses navigate the property market, ensuring value, protecting interests, and saving time and money. Based in the Jewellery Quarter, the firm has become the leading agency for offices, workshops, industrial/warehouse premises, retail units, land, and investment property. Recognised by CoStar in 2012 and 2013 as one of Birmingham’s most active agents, Mason Young continues to build a strong reputation for professionalism, expertise, and client-focused service.Working Hours :Monday- Friday
9am- 5pmSkills: Administrative skills,Attention to detail,Communication skills,Initiative,IT skills,Organisation skills,Sales Skills,Team working....Read more...
Pricing insurance, pensions and investments using specialist techniques to make sure we’re fair and competitive
Calculating reserves and capital so we can pay out future claims when our customers need us most
Using actuarial and statistical modelling techniques to understand and prepare for a wide range of risks
Designing and developing actuarial models and software to predict outcomes and guide decisions
Analysing past data and trends to set smart assumptions that power our models
Optimising investment strategies to keep us aligned with regulatory requirements and risk appetite
Explaining complex concepts to stakeholders and presenting financial results that influence strategic thinking
Training Outcome:
You’ll nail how to create, verify and review accurate, timely financial information while working with the latest and greatest tools and tech: Excel/VBA, Python, R, Prophet and Power BI
Along the way, you’ll level up your maths, problem-solving, data storytelling and communication skills. And get the confidence to explain complex ideas simply (which is super useful for any career)
Employer Description:At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.
We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.Working Hours :Monday- Friday
Shifts TBCSkills: IT skills,Attention to detail,Problem solving skills,Number skills,Analytical skills,Creative,Initiative....Read more...
Join a dynamic independent estate agency as Property Manager and become the cornerstone of exceptional landlord and tenant relations, earning £26,000 - £28,000 with genuine career advancement prospects. Step into a pivotal role where your expertise directly impacts the success of property portfolios across London's most sought-after postcodes. This Property Manager position offers the perfect blend of client relationship management, operational excellence, and professional growth within an established agency that values personal attention over corporate bureaucracy. About the Company This thriving independent estate agency has carved out an exceptional reputation across Central London through over a decade of dedicated service. Specialising in premium lettings and comprehensive property management, they've built their success on treating every client as an individual, not just a number. Operating from their vibrant offices near London's riverside districts, this agency combines traditional estate agency values with cutting-edge technology and international reach. Their approach centres on total customer care, walking side by side with landlords and investors from initial consultation through to long-term portfolio management. With strong relationships spanning blue-chip corporations and international relocation companies, they've established themselves as specialists in both local residential management and overseas investor services. The agency's commitment to lightning-quick responses and cost-effective solutions has earned them recognition as members of The Property Ombudsman and Deposit Protection Service. The Role Impact As Property Manager, you'll be the vital link ensuring landlords' investments are protected and tenants' needs are expertly managed. This isn't just about processing rent and fielding calls - you'll be the professional face of premium property management, coordinating everything from emergency repairs to tenancy renewals whilst maintaining the high standards that define exceptional service. Working five days per week including Saturdays (with Sunday and one weekday off), you'll manage diverse property portfolios across London, each requiring tailored attention and strategic thinking. Your role directly influences tenant satisfaction, landlord retention, and the agency's reputation for delivering results that exceed expectations. Your Key ResponsibilitiesManaging comprehensive property portfolios with meticulous attention to detail and proactive communicationCoordinating all maintenance requirements using trusted networks of skilled tradespeople and contractorsConducting regular property inspections and providing detailed reports to landlords and investorsProcessing rent collections, managing deposit matters, and handling all financial administrationResolving tenant issues swiftly and professionally, maintaining positive relationships throughout tenanciesOrganising check-in and check-out procedures including detailed inventory managementLiaising with landlords on strategic decisions regarding their property investmentsManaging emergency situations outside standard office hours when requiredSupporting lettings negotiations and tenant referencing processes as neededEssential Experience and SkillsPrevious experience in property management, lettings, or related client service rolesStrong understanding of landlord and tenant legislation and compliance requirementsExceptional organisational abilities with proven track record of managing multiple prioritiesProfessional communication skills for dealing with diverse clientele including international investorsProblem-solving mindset with ability to find cost-effective solutions under pressureComputer literacy including property management software, Microsoft Office, and online portalsFlexibility to work five days including Saturday coverageClean driving licence and willingness to travel across London propertiesCompensation and Development PackageCompetitive salary: £26,000 - £28,000 per annum based on experienceFive-day working week including Saturday (Sunday and one weekday off)Comprehensive training in advanced property management techniquesClear progression pathways within a growing agencyCentral London location with excellent transport connectivitySupportive team environment focused on professional excellenceOpportunity to work with prestigious property portfoliosAccess to cutting-edge property management technology and systemsWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Career Advancement in Property Management Property management remains one of the most stable and rewarding sectors within real estate, offering diverse career paths from portfolio management to senior operational roles. London's rental market continues to attract significant investment, creating ongoing demand for skilled property management professionals who understand both local requirements and international investor needs. This role provides comprehensive exposure to all aspects of property management, from day-to-day tenant relations to strategic portfolio planning. The combination of traditional estate agency expertise with modern property technology creates excellent opportunities for career advancement, whether specialising in high-end residential management or expanding into commercial property sectors. Working with an established agency that values personal development means you'll gain invaluable experience across diverse property types whilst building the professional relationships that drive long-term career success in London's dynamic property market. This exceptional Property Manager opportunity is brought to you by The Opportunity Hub UK - connecting property professionals with career-defining roles in London's premier agencies.....Read more...
An opportunity Has Arisen for a Paraplanner to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Paraplanner, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
* Leading, mentoring, and developing the client support team.
* Allocating and monitoring workloads to ensure deadlines are achieved.
* Managing complex or high-priority client administration tasks directly.
* Overseeing onboarding, annual reviews, and day-to-day service delivery.
* Acting as the main operational point of contact between advisers and paraplanners.
* Monitoring workflow and addressing bottlenecks before they escalate.
* Maintaining compliance and ensuring quality standards are met.
* Driving continuous improvement across systems and processes.
* (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant or in a similar role.
* At least 2 years of experience in financial services
* A strong background in financial services administration (pensions, investments, insurance, or wealth management).
* Proven ability to lead teams and manage multiple priorities effectively.
* Excellent attention to detail and accuracy in all tasks.
* Strong organisational skills and effective communication.
What's on Offer
* Competitive salary
* Generous holiday entitlement.
* Professional development and qualification support.
* Company pension and wellbeing initiatives.
* Enhanced family leave policies.
* Additional leave and regular company events.
* Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
£30,000 + BenefitsAre you an Paraplanner with a passion for delivering exceptional client support? If you’re seeking a professional yet friendly environment where your skills will be valued and developed, offering genuinely exciting career progression, this could be the role for you.
We’re recruiting on behalf of a highly respected Wealth Management firm for a talented Paraplanner to join their growing team. This is a fantastic opportunity to be part of a business that prides itself on client care, technical excellence and a collaborative culture.
As a Paraplanner, you’ll play a pivotal role in supporting Advisers and Partners, helping to deliver tailored financial planning solutions across investment, retirement, tax and estate planning. Key Responsibilities
Analysing client requirements, building cash flow models, and recording data accurately.
Researching and evaluating financial products to create bespoke solutions.
Preparing suitability reports, review packs, and client documentation.
Attending client meetings and handling queries with professionalism and discretion.
Liaising with colleagues to ensure application forms, reports, and client files are prepared to the highest standard.
Supporting and mentoring junior team members where required.
Skills & Experience
Experienced in paraplanning within an IFA or wealth management environment.
An interest in working towards a Diploma Level 4 PFS qualification, if not already achieved
Some technical knowledge across pensions, investments and estate planning.
Skilled in cashflow modelling tools (e.g. Voyant) and confident producing suitability reports.
Highly organised, numerate, and an excellent communicator with strong client-facing skills.
Calm under pressure, a team player, and enthusiastic about helping clients achieve their financial goals.
This is a fantastic opportunity to join a respected, forward-thinking Wealth Management practice, where you’ll enjoy a supportive team environment with ongoing development and training, a competitive salary and benefits package and exposure to high-quality clients and complex financial planning cases.
If you’re ready to bring your ambition, drive and client focus to a firm where your contribution will be genuinely valued, we’d love to hear from you. Apply now!....Read more...
Assisting clients to produce financial statements in accordance with accounting standards and applicable legislation.
Analysing clients’ balance sheets and projecting cash flows in line with medium term financial plans.
Performing financial statement analysis on local authorities, housing associations, banks and other companies.
Valuing investments and debt for inclusion in clients’ accounts.
Analysing the performance of client investment portfolios and investment funds.
Summarising publications into advice notes for a non-technical audience.
Meeting clients and investment managers to understand their strategies.
Organising and attending client events.
Training:
Level 7 Accountancy Professional Apprenticeship with the internationally recognised Chartered Institute of Public Finance and Accountancy (CIPFA) leading to qualified accountant status within three to four years.
With a focus on the public sector, the CIPFA syllabus includes green finance, environmental reporting and performance measures, data analytics, and ethical principles as well as the more traditional accounting and financial reporting areas.
Newly qualified CIPFA members can take an additional module and submit a statement of intent to qualify for membership of the Institute of Chartered Accountants in England and Wales (ICAEW) and chartered accountant designation.
You will attend the CIPFA Education and Training Centre in person.
There are opportunities for further training relevant to the specific role.
Training Outcome:
Following the end of the apprenticeship we may be able to offer a permanent position within the company.
Employer Description:We are an employee-owned company providing treasury and accounting advice to institutional investors across the United Kingdom, primarily within the public sector. With around 20 staff, including three current apprentices. We are a close-knit team working to provide the very best advice to our clients. We are an environmentally and socially responsible employer, dedicated to nurturing talent from all backgrounds.Working Hours :Monday - Friday, 9.00am - 5.30pm (these times may vary by half an hour.)
20% of your time will be dedicated to your learning.Skills: Communication skills,IT skills,Attention to detail,Number skills,Team working,Inter-personal skills....Read more...
Job descriptionThe Opportunity Hub UK is partnering with a professional Finance education company to recruit an exceptional Graduate CEO Assistant to join their team in London. This innovative company is dedicated to investments and financial education globally.Founder Associate (London - Hybrid) Salary: £25,000 - £35,000 DOEThis is a unique opportunity to join a growing financial education company as a Graduate CEO Assistant. Based in London with flexibility to work hybrid near Barbican station, you will serve as the right-hand to the Founder and support the execution of their vision to make Finance education globally accessible.As Graduate CEO Assistant, you will get exposure to all aspects of running a dynamic education business:Attending key meetings and calls along side or as the Founders representativeDrafting presentations Managing the Founder's schedule and calendar to optimise their timeCoordinating across departments to ensure alignment with company goalsConducting research and analysis to inform strategic decisionsHelping prepare for key company initiatives like new course launchesTo excel as a Graduate CEO Assistant, you will need:Recent experience in a similar role, maybe you are an entrepreneur yourself looking for a new challenge Exceptional organisation skills and ability to effectively manage prioritiesStrong written and verbal communication abilitiesHigh emotional intelligence and maturity to interact with senior leadersProactive approach to identifying and solving problemsComfort adapting to dynamic startup environmentPassion for the company's mission of accessible financial educationKey advantages of joining as Graduate CEO Asaistant:Significant exposure to all aspects of a growing startupOpportunity to directly support and learn from the FounderFlexible hybrid working modelCompetitive salary and path for career developmentChance to make an impact in financial educationIf you are an ambitious self-starter looking to play a key role in an inspiring mission-driven startup, this is a can’t-miss opportunity. Apply today!....Read more...
You’ll be joining the UK’s leading dental network, delivering high-quality dentistry that makes people smile. We take pride in the investments we make in our people, including support for you to complete your level three apprenticeship via our trusted partner Tempdent and your ongoing professional development.
The day-to-day duties of a dental nurse can span across all areas of the practice and can include:
Reception, including answering the phone and greeting patients
Dealing with patient queries
Taking payments
Booking appointments and follow-ups
Sterilising and preparing equipment for dentists
Recording and dealing with patient records
Supporting patients' well-being and dental experience
Cleaning dental areas, including chairs
Managing stock of equipment and supplies
Any other duties to support the dentists and senior team to provide effective patient care
Training:
This qualification is a level 3 advanced apprenticeship accredited by City & Guilds and is delivered nationwide through blended interactive E-Learning, enabling learners to access the course from anywhere in the UK
Upon achievement the apprentice will be awarded a Diploma in Dental Nursing Level 3
Training Outcome:At MyDentist we are passionate about training, stability and support.
Your career could look like the below:
Apprentice dental nurse
Dental nurse
Dental nurse (2+ years GDC reg)
Dental nurse (4+ years GDC reg)
Dental nurse (6+ years GDC reg)
Area support nurse (Float Nurse)
Advanced dental nurse
Head nurse
Employer Description:As Europe's largest dental organisation, mydentist is dedicated to providing high-quality, affordable, and individual care at every step of the patient journey. We invest in our people and practices to ensure outstanding patient care and professional development opportunities for our teams.
Start Your Journey: Build a fulfilling career with us, where you'll have the opportunity to develop your skills within a caring and inclusive team that supports each other.
https://www.mydentist.co.uk/careers/dental-nurse-jobs/apprentice-dental-nursesWorking Hours :Monday - Friday, 8.00am - 5.00pm.Skills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Physical fitness,Motivated to learn,Desire to help,Resilience....Read more...
You’ll be joining the UK’s leading dental network, delivering high-quality dentistry that makes people smile. We take pride in the investments we make in our people, including support for you to complete your level three apprenticeship via our trusted partner Tempdent and your ongoing professional development.
The day-to-day duties of a dental nurse can span across all areas of the practice and can include:
Reception, including answering the phone and greeting patients
Dealing with patient queries
Taking payments
Booking appointments and follow-ups
Sterilising and preparing equipment for dentists
Recording and dealing with patient records
Supporting patients' well-being and dental experience
Cleaning dental areas, including chairs
Managing stock of equipment and supplies
Any other duties to support the dentists and senior team to provide effective patient care
Training:
This qualification is a level 3 advanced apprenticeship accredited by City & Guilds and is delivered nationwide through blended interactive E-Learning, enabling learners to access the course from anywhere in the UK
Upon achievement, the apprentice will be awarded a Diploma in Dental Nursing Level 3
Training Outcome:At MyDentist we are passionate about training, stability and support.
Your career could look like the below:
Apprentice dental nurse
Dental nurse
Dental nurse (2+ years GDC reg)
Dental nurse (4+ years GDC reg)
Dental nurse (6+ years GDC reg)
Area support nurse (Float Nurse)
Advanced dental nurse
Head nurse
Employer Description:As Europe's largest dental organisation, mydentist is dedicated to providing high-quality, affordable, and individual care at every step of the patient journey. We invest in our people and practices to ensure outstanding patient care and professional development opportunities for our teams.
Start Your Journey: Build a fulfilling career with us, where you'll have the opportunity to develop your skills within a caring and inclusive team that supports each other.
https://www.mydentist.co.uk/careers/dental-nurse-jobs/apprentice-dental-nursesWorking Hours :Monday - Friday, 8.00am - 5.00pm.Skills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Physical fitness,Motivated to learn,Desire to help,Resilience....Read more...
You’ll be joining the UK’s leading dental network, delivering high-quality dentistry that makes people smile. We take pride in the investments we make in our people, including support for you to complete your level three apprenticeship via our trusted partner Tempdent and your ongoing professional development.
The day-to-day duties of a dental nurse can span across all areas of the practice and can include:
Reception, including answering the phone and greeting patients
Dealing with patient queries
Taking payments
Booking appointments and follow-ups
Sterilising and preparing equipment for dentists
Recording and dealing with patient records
Supporting patients' well-being and dental experience
Cleaning dental areas, including chairs
Managing stock of equipment and supplies
Any other duties to support the dentists and senior team to provide effective patient care
Training:
This qualification is a level 3 advanced apprenticeship accredited by City & Guilds and is delivered nationwide through blended interactive E-Learning, enabling learners to access the course from anywhere in the UK
Upon achievement, the apprentice will be awarded a Diploma in Dental Nursing Level 3
Training Outcome:At MyDentist we are passionate about training, stability and support.
Your career could look like the below:
Apprentice dental nurse
Dental nurse
Dental nurse (2+ years GDC reg)
Dental nurse (4+ years GDC reg)
Dental nurse (6+ years GDC reg)
Area support nurse (Float Nurse)
Advanced dental nurse
Head nurse
Employer Description:As Europe's largest dental organisation, mydentist is dedicated to providing high-quality, affordable, and individual care at every step of the patient journey. We invest in our people and practices to ensure outstanding patient care and professional development opportunities for our teams.
Start Your Journey: Build a fulfilling career with us, where you'll have the opportunity to develop your skills within a caring and inclusive team that supports each other.
https://www.mydentist.co.uk/careers/dental-nurse-jobs/apprentice-dental-nursesWorking Hours :Monday - Saturday.
Practice open times are:
Monday - Thursday, 9.00am - 6.00pm, Friday, 9.00am - 4.00pm and Saturday, 9.00am - 1.00pm.Skills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Physical fitness,Motivated to learn,Desire to help,Resilience....Read more...
You’ll be joining the UK’s leading dental network, delivering high-quality dentistry that makes people smile. We take pride in the investments we make in our people, including support for you to complete your level three apprenticeship via our trusted partner Tempdent and your ongoing professional development.
The day-to-day duties of a dental nurse can span across all areas of the practice and can include:
Reception, including answering the phone and greeting patients
Dealing with patient queries
Taking payments
Booking appointments and follow-ups
Sterilising and preparing equipment for dentists
Recording and dealing with patient records
Supporting patients' well-being and dental experience
Cleaning dental areas, including chairs
Managing stock of equipment and supplies
Any other duties to support the dentists and senior team to provide effective patient care
Training:
This qualification is a level 3 advanced apprenticeship accredited by City & Guilds and is delivered nationwide through blended interactive E-Learning, enabling learners to access the course from anywhere in the UK
Upon achievement, the apprentice will be awarded a Diploma in Dental Nursing Level 3
Training Outcome:At MyDentist we are passionate about training, stability and support.
Your career could look like the below:
Apprentice dental nurse
Dental nurse
Dental nurse (2+ years GDC reg)
Dental nurse (4+ years GDC reg)
Dental nurse (6+ years GDC reg)
Area support nurse (Float Nurse)
Advanced dental nurse
Head nurse
Employer Description:As Europe's largest dental organisation, mydentist is dedicated to providing high-quality, affordable, and individual care at every step of the patient journey. We invest in our people and practices to ensure outstanding patient care and professional development opportunities for our teams.
Start Your Journey: Build a fulfilling career with us, where you'll have the opportunity to develop your skills within a caring and inclusive team that supports each other.
https://www.mydentist.co.uk/careers/dental-nurse-jobs/apprentice-dental-nursesWorking Hours :Monday to Friday, 8.15am - 5.15pmSkills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Physical fitness,Motivated to learn,Desire to help,Resilience....Read more...
You’ll be joining the UK’s leading dental network, delivering high-quality dentistry that makes people smile. We take pride in the investments we make in our people, including support for you to complete your level three apprenticeship via our trusted partner Tempdent and your ongoing professional development.
The day-to-day duties of a dental nurse can span across all areas of the practice and can include:
Reception, including answering the phone and greeting patients
Dealing with patient queries
Taking payments
Booking appointments and follow-ups
Sterilising and preparing equipment for dentists
Recording and dealing with patient records
Supporting patients' well-being and dental experience
Cleaning dental areas, including chairs
Managing stock of equipment and supplies
Any other duties to support the dentists and senior team to provide effective patient care
Training:This qualification is a level 3 advanced apprenticeship accredited by City & Guilds and is delivered nationwide through blended interactive E-Learning, enabling learners to access the course from anywhere in the UK. Upon achievement, the apprentice will be awarded a Diploma in Dental Nursing Level 3.Training Outcome:At MyDentist we are passionate about training, stability and support. Your career could look like the below:
Apprentice dental nurse
Dental nurse
Dental nurse (2+ years GDC reg)
Dental nurse (4+ years GDC reg)
Dental nurse (6+ years GDC reg)
Area support nurse (Float Nurse)
Advanced dental nurse
Head nurse
Employer Description:As Europe's largest dental organisation, mydentist is dedicated to providing high-quality, affordable, and individual care at every step of the patient journey. We invest in our people and practices to ensure outstanding patient care and professional development opportunities for our teams.
Start Your Journey: Build a fulfilling career with us, where you'll have the opportunity to develop your skills within a caring and inclusive team that supports each other.
https://www.mydentist.co.uk/careers/dental-nurse-jobs/apprentice-dental-nursesWorking Hours :Monday to Friday, 8.45am until 5.45pm.Skills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Physical fitness,Motivated to learn,Desire to help,Resilience....Read more...
You’ll be joining the UK’s leading dental network, delivering high-quality dentistry that makes people smile. We take pride in the investments we make in our people, including support for you to complete your level three apprenticeship via our trusted partner Tempdent and your ongoing professional development.
The day-to-day duties of a dental nurse can span across all areas of the practice and can include:
Reception, including answering the phone and greeting patients
Dealing with patient queries
Taking payments
Booking appointments and follow-ups
Sterilising and preparing equipment for dentists
Recording and dealing with patient records
Supporting patients' well-being and dental experience
Cleaning dental areas, including chairs
Managing stock of equipment and supplies
Any other duties to support the dentists and senior team to provide effective patient care
Training:This qualification is a level 3 advanced apprenticeship accredited by City & Guilds and is delivered nationwide through blended interactive E-Learning, enabling learners to access the course from anywhere in the UK. Upon achievement, the apprentice will be awarded a Diploma in Dental Nursing Level 3.Training Outcome:At MyDentist we are passionate about training, stability and support. Your career could look like the below:
Apprentice dental nurse
Dental nurse
Dental nurse (2+ years GDC reg)
Dental nurse (4+ years GDC reg)
Dental nurse (6+ years GDC reg)
Area support nurse (Float Nurse)
Advanced dental nurse
Head nurse
Employer Description:As Europe's largest dental organisation, mydentist is dedicated to providing high-quality, affordable, and individual care at every step of the patient journey. We invest in our people and practices to ensure outstanding patient care and professional development opportunities for our teams.
Start Your Journey: Build a fulfilling career with us, where you'll have the opportunity to develop your skills within a caring and inclusive team that supports each other.
https://www.mydentist.co.uk/careers/dental-nurse-jobs/apprentice-dental-nursesWorking Hours :Monday 8:45am - 6:15pm, Tuesday 7:45am - 6:15pm, Wednesday & Friday 8.45am - 6:15pm.Skills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Physical fitness,Motivated to learn,Desire to help,Resilience....Read more...
