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Templegate Recruitment Specialist Recruiters in Financial Services Job Title:IFA Administrator Location: Deeside, Flintshire (Hybrid working available following successful completion of probation) Salary: £27,000 - £33,000 per annum, depending on experience and qualifications Benefits: • Quarterly bonus scheme (available after probation), • Hybrid working up to 3 days from home, • 25 days annual leave plus bank ... ZIPC1_UKTJ

Experienced IFA Administrator We are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: • Provide high-quality admi... ZIPC1_UKTJ

Provide administrative support to Independent Financial Advisors in day-to-day operations. IFA Administrator role requirements:. Experience in a similar IFA admin role is essential (minimum of 3 years).

IFA admin, associate, administrator, support, service, IFA Administrator, administration. This role is ideal for someone who thrives in a fast-paced environment and has previous experience providing high-level administrative support to financial advisers and or paraplanners. As an IFA Administrator,

We are looking for an experienced and detail-oriented Finance Administrator to join our growing team.This role will support the day-to-day running of the finance function, ensuring the accurate processing of financial transactions and maintaining effective financial records.The successful candidate

IDEX Consulting is working with one of the UK's leading pension consulting firms in the search for a Senior Pension Administrator in their DB schemes team. The role has arisen due to continued growth and recent external investment. This firm has invested in excellent staff retention rate, clear progression plans and opportunities in different teams, they are focused on culture and making sure everyone is supported with a solid career plan. They are an invested Pension practice in the market and offer a market leading financial & benefits package. You will be responsible for administering and leading on a portfolio of DB schemes, acting as the client relationship manager. You will check colleagues work, manage work-flow and train/develop the junior staff. As a Senior Pensions Administrator within our projects team, you will play a crucial part in the delivery and management of pension projects. You would be involved in a variety of projects including: • Benefit audit analysis & rectification work, • Data analysis and rectification, • GMP reconciliation, rectification and equalisation, • Legal reviews such as benefit specification and equalisation advice, • Data transfer to the Pension Protection Fund or insurance companies, • Manage and maintain member records, • Setting clear timelines for the delivery of projects, • Setting and managing budgets, • Attending Trustee meetings, • Involved in the day to day administration of the scheme Desirable: • Knowledge of and experience with GMP Reconciliation / Equalisation calculations, • Practical knowledge of the Pension Protection Fund (PPF) Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

We are seeking a Salesforce Developer with expertise in building robust and scalable solutions to join Trustpilot’s Trust and Safety department within the Reporting and Optimisation team. This role will be pivotal in extending and integrating our Salesforce platform as we complete our migration from Zendesk, ensuring it empowers our Trust and Safety department. The ideal candidate will have a strong background in Salesforce development, a proactive approach to operational excellence, and a keen eye for system architecture, code quality, and process automation. This role will be a key link between the Reporting and Optimisation team and the business-wide Salesforce team, which is responsible for the entire company’s Salesforce ecosystem. What you’ll be doing: Salesforce Development & Architecture (Long-Term Focus): • Design, develop, and implement custom Salesforce solutions using Apex, Visualforce, Lightning Web Components (LWC), and other programmatic capabilities to meet the evolving operational needs of the Trust and Safety team., • Develop and maintain complex Salesforce Flows and automation, ensuring adherence to best practices and optimal performance., • Integrate Salesforce with internal and external systems using APIs and various integration patterns., • Collaborate closely with the organization-wide Salesforce team, participating in code reviews and ensuring solutions align with the broader Salesforce ecosystem strategy., • Design and implement Salesforce best practices, focusing on scalable architecture, data integrity, security, and performance optimization., • Support incident management and Content Integrity data processes directly within Salesforce through custom development and troubleshooting., • Collaborate with stakeholders to gather complex requirements, translate them into technical specifications, and deliver high-quality, scalable Salesforce solutions., • Develop and maintain comprehensive technical documentation for Salesforce customizations, integrations, and deployment processes. Salesforce Migration & Transition (Immediate Term Focus): • Collaborate closely with the Salesforce project team to ensure a seamless and effective transition of remaining functionalities from Zendesk to Salesforce, focusing on data/process migration and custom solution development., • Participate in all phases of the migration, including technical design, development, testing, and deployment. Operational Support & Collaboration: • Oversee and optimize the use of tools and systems within the Content Integrity team and the wider Trust and Safety department, with a focus on custom development solutions., • Collaborate with Workforce, Planning, and Analytics functions to provide actionable insights into processes and performance, often requiring custom data extraction and reporting solutions., • Manage onboarding and offboarding of users across Salesforce and other relevant tools, resolving complex access issues as needed through custom configurations or scripts. Who you are: • Minimum of Advanced Administrator or Platform Developer I certifications - Platform Developer II is highly valued., • 3+ years of hands-on experience as a Salesforce Developer, specifically with Salesforce Service Cloud, demonstrating a proven track record of designing, developing, and deploying complex programmatic solutions., • Extensive experience with Salesforce Lightning Experience development (Aura Components and Lightning Web Components)., • Familiarity with Salesforce migration processes, ideally from Zendesk or a similar CRM, including data migration strategies and API integrations, is highly advantageous., • Experience with other Salesforce certifications (e.g., Application Architect, System Architect, Integration Architecture Designer) is a strong plus. Technical Skills • Demonstrated expert proficiency in Salesforce programmatic functionalities, including Apex, Visualforce, Lightning Web Components (LWC), SOQL/SOSL, and platform events., • Strong understanding and experience with Salesforce APIs (REST, SOAP, Bulk) and integration patterns., • Deep understanding of Salesforce security models (profiles, permission sets, sharing rules, roles) and their programmatic implications., • Proficiency in using developer tools like VS Code, Salesforce CLI, Git for version control, and CI/CD pipelines. Process Orientation • Demonstrated ability to design and implement robust, scalable, and maintainable Salesforce solutions that drive operational efficiency., • Strong analytical and problem-solving skills, with a proactive approach to identifying, troubleshooting, and resolving complex technical issues effectively. Collaboration • Strong interpersonal and communication skills, with the ability to collaborate effectively with technical and non-technical stakeholders, conduct technical discussions, and mentor team members. Adaptability • A proactive and flexible mindset, ready to embrace new challenges and technologies in the Salesforce ecosystem., • Ability to adapt to changing project requirements and priorities in a dynamic development environment. We are: We are a small Optimisation team within a much larger Content Integrity and Trust and Safety department. Our team is predominantly based in London, with some colleagues in Lithuania and Copenhagen. We are looking for a fun, outgoing person with an equal drive to perform. No problem is too big or too small in our team. We like to roll up our sleeves collectively and work together on projects. What’s in it for you: • A range of flexible working options to dedicate time to what matters to you, • Competitive compensation package + bonus, • 25 days holiday per year, increasing to 28 days after 2 years of employment, • Two (paid) volunteering days a year to spend your time giving back to the causes that matter to you and your community, • Rich learning and development opportunities are supported through the Trustpilot Academy and Blinkist, • Pension and life insurance, • Health cash plan, online GP, 24/7, Employee Assistance Plan, • Full access to Headspace, a popular mindfulness app to promote positive mental health, • Paid parental leave, • Season ticket loan and a cycle-to-work scheme, • Central office location complete with table tennis, a gaming corner, coffee bars and all the snacks and refreshments you can ask for, • Regular opportunities to connect and get to know your fellow Trusties, including company-wide celebrations and events, ERG activities, and team socials., • Access to over 4,000 deals and discounts on things like travel, electronics, fashion, fitness, cinema discounts, and more., • Independent financial advice and free standard professional mortgage broker advice, • Talent acceleration programs: Fast-track your career with our tailored development programs designed to support growth at whatever stage of your career Still not sure? We want to be a part of creating a more diverse, equitable, and inclusive world of work for all. We’re excited to hear about your experiences along with how you will contribute to our working culture. Even if you don’t feel you meet all the requirements, we'd still really like to hear from you!

Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to £33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate...

Our client is a long-established Chartered Independent Financial Advisory practice based in Chester, with over 40 years of experience. Their focus is on delivering thoughtful, ethical financial planning with the client’s best interests at the core of everything they do. They are currenty recruiting an experienced IFA Administrator to join their busy team. Main Duties: Liaising with and supporting the advisers and paraplanners Administering new business for investments, pensions and protection Updating systems, preparing valuations and annual review documentation Communicating with existing and prospective clients and providers by phone, email and post Logging cheques and policy documents Answering the telephone Processing new business applications Chasing outstanding items Dealing with client queries Up-dating and producing client valuations Preparing client files for meetings Researching performance of investment funds Typing letters and reports Photocopying Obtaining quotes and documentation e.g. key features documents, filling in application forms and maintaining orderly files This list is not exhaustive and personnel may be asked to undertake any other reasonable task at the discretion of the management Experience: Knowledge of the financial advice industry Experience of Wrap Platforms is highly advantageous Knowledge of Xplan and FE Analytics is desirable Go...

IFA Administrator Proactive Personnel are currently recruiting for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for a detail-oriented individual with strong technical knowledge and a proactive approach to supporting Advisers while delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. * Knowle...

Finance Administrator Location: Chester (full‑time, office‑based) Pay: £13.34 per hour (£26,000 per annum) Contract: Ongoing temporary / Temp to Perm for the right person Hours: Monday to Friday, 9:00am - 5:30pm About the Role We are currently recruiting an Operations Administrator to join a busy Lending Operations team within a growing UK financial services organisation. This role plays a key part in supporting the lending lifecycle, ensuring documentation is produced accurately, communications are managed efficiently, and operational processes run smoothly. This is an excellent opportunity for someone with strong administrative skills who enjoys working in a fast‑paced, professional environment and is looking for long‑term stability. Key Responsibilities Creating and maintaining lending and customer documentation Drafting formal correspondence and letters to solicitors Producing bespoke correspondence for clients, accurately extracting and inputting information Managing a shared email inbox and directing queries to the appropriate internal teams Handling incoming post, scanning, and electronic document management Preparing and processing documents for submission to the Land Registry Requesting, tracking and chasing signed documentation where required About the Organisation The business is a UK‑based bank with a strong reputation for professionalism, collaboration and c...

Operations Administrator - Banking Location: Chester (full‑time, office‑based) Pay: £13.34 per hour (£26,000 per annum) Contract: Ongoing temporary / Temp to Perm for the right person Hours: Monday to Friday, 9:00am - 5:30pm About the Role We are currently recruiting an Operations Administrator to join a busy Lending Operations team within a growing UK financial services organisation. This role plays a key part in supporting the lending lifecycle, ensuring documentation is produced accurately, communications are managed efficiently, and operational processes run smoothly. This is an excellent opportunity for someone with strong administrative skills who enjoys working in a fast‑paced, professional environment and is looking for long‑term stability. Key Responsibilities Creating and maintaining lending and customer documentation Drafting formal correspondence and letters to solicitors Producing bespoke correspondence for clients, accurately extracting and inputting information Managing a shared email inbox and directing queries to the appropriate internal teams Handling incoming post, scanning, and electronic document management Preparing and processing documents for submission to the Land Registry Requesting, tracking and chasing signed documentation where required About the Organisation The business is a UK‑based bank with a strong reputation for professionalism, collaboration and customer focus. Employees describe the organisation as forward‑thinking, values‑driven and supportive, with a genuine emphasis on accuracy, teamwork and doing things the right way. The working environment is structured yet hands‑on, offering exposure to real lending operations within a bank that is continuing to grow and invest in its people. What We're Looking For Strong attention to detail and high levels of accuracy Confidence working with detailed documentation Ability to work efficiently in a fast‑paced office environment Strong written communication skills Previous banking or financial services experience is beneficial but not essential A proactive, reliable and professional approach to work Why Apply? Full‑time, Monday to Friday role with no weekend work Opportunity to move from temporary to permanent employment Experience within a specialist lending environment Supportive team culture within a growing financial organisationAdecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

We’re looking to appoint a Commercial Administrator to support within our BIP/Refresh business area. Reporting directly to the Commercial Director you be accountable for providing crucial information and support to the commercial team to maintain a consistency with payments and subcontractors. There will be various duties to completed on a daily, weekly and monthly basis to ensure the department runs with minimal disruption. Duties will include: Working with Quantity Surveyors to discuss payments that are due. Obtaining summary sheets from Quantity Surveyors, ensuring they match payment values, and correcting if required, retrieving Excel payment files. Converting Excel payment files to PDF, renaming them in the correct format, and informing relevant parties that payments are ready for review. Updating the accounts BACS sheet with expected labour-only payments. Creating payment notices for labour-only payments, issuing them to subcontractors, and saving issue emails and delivery reports. Saving remittances to relevant locations and checking that remittances exist for each monthly payment submitted. Updating figures from accounts into the Quantity Surveyors’ Excel spreadsheet. Checking for any outstanding contra charges with the sales ledger before raising retention payments. Updating painting schedules in line with subcontractor payments. About you: You’ll be highly organised, detail-oriented, and confident working with financial data and documentation. With strong administrative skills and proficiency in Excel, you can manage payment processes accurately and efficiently. You’ll have excellent attention to detail to ensure figures and summaries match, and you’re comfortable converting and formatting files for clear reporting. Communication is key, you’ll liaise effectively with Quantity Surveyors, subcontractors, and internal teams to keep payment workflows on track. A proactive approach to problem-solving and the ability to manage multiple tasks within deadlines will help you succeed in this role. Experience in construction or working with subcontractor payments would be an advantage, but your ability to learn quickly and maintain accuracy under pressure is essential. Why Choose Watkin Jones Group? Watkin Jones Group is the UK’s leading developer, builder, and manager of residential-for-rent homes, with a rich history dating back to 1791. With 54,000+ homes developed and in-build across over 254 schemes, we have a proven track record of success. Our operating arm, Fresh, manages over 18,500 units across 58 schemes, representing approximately £1.7bn of assets under management. Joining us means becoming part of a company that’s not only deeply rooted in history but also firmly focused on the future. We’re committed to creating high-quality rental homes, fostering vibrant communities, and driving sustainable development. At Watkin Jones, we believe in investing in our people. Here’s what we can offer you: Work-Life Balance: 25 days of annual leave (increasing with tenure), hybrid working arrangements, and discounted gym memberships. Wellbeing: Access to ‘Your Wellbeing’ programme & OpenUp – a confidential wellbeing platform. Rewards: Discretionary annual bonus, health cash plan, life insurance, and more. Benefits: Exclusive shopping discounts, and a contributory pension scheme. This is an opportunity to take on a high-impact role within a forward-thinking company. In return, we offer a competitive salary, excellent benefits, and the chance to work on major projects that shape the built environment

IFA Administrator Chester £30k - £35k Depending on Experience Mon – Fri – 09:00am – 05:00m Office Based Free Parking Huge Career Development Opportunities Are you an IFA Administrator or have worked as an Administrator within the Financial Service filed and looking for a fresh challenge? Do you have experience working with Intelliflo/io/Intelligent Office CRM system? Our client is going through an exiting time currently and due to huge growth are looking to add to the team an Experienced IFA Administrator (2 years minimum experience) We are looking for an Experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. If you meet the above criteria and would like an informal chat, please apply to be considered for this unique and exciting opportunity

Your new company My client is a nationwide financial planning and wealth management firm that has an office based in the beautiful city of Chester. They are now recruiting for an office administrator to join their Chester operation on a 35-hour full-time basis. They will consider a slight reduction of 28 days, however this must be covered over a minimum of 4 days. Your new role You will be office based, and providing full administrative support alongside a senior administrator to 5 financial advisers. This will be a varied role and can be fast paced at times. You will be responsible for producing client correspondence, submitting and completing applications for financial checks, preparing data for client meetings, as well as producing reports as needed for the advisers. You will be supporting with reception cover, meeting and greeting clients, and basic hospitality as needed. This role will also encompass general administration duties such as scanning, archiving, managing incoming calls to the business and inbox management. What you'll need to succeed You will be a confident and competent administrator that is able to manage conflicting priorities with ease. You will be used to spinning many plates and thrive creating organisation in busy environments! You will be using your excellent communication skills and high standard of written English to support with client correspondence. Having a keen eye for detail, you will easily be able to spot inaccuracies in correspondence before submitted to clients! You will be a confident system user across all MS Office packages, and previous experience of Intelligent Office is desired but not essential. Experience in financial services would be preferred to understand the nuances of the industry, but again, not essential. What you'll get in return You will have a permanent contract in an office which is Chester City Centre based. Please note, there is no parking at this location, but it is easily accessible via public transport! You will have a salary of £25,000 - £28,000 DOE and have some flexibility around contracted hours. Your holiday allowance will be 25 days plus all public holidays. This can offer an immediate start! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

Accounts Receivable Administrator Chester £25,000 - £27,000 Axon Moore is delighted to be partnering with a successful and growing business based in Chester to recruit an Accounts Receivable Administrator. This is an excellent opportunity for an experienced finance professional to join a supportive team and play a key role in ensuring the accurate processing of invoices, payments, reconciliations, and customer account administration. The Role Reporting into the Finance team, you will be responsible for the efficient processing of sales invoices, credits, and customer payments, ensuring all transactions are accurately recorded and reconciled. You will work closely with Credit Control and wider business stakeholders to resolve queries, maintain account accuracy, and support the effective management of cash flow. Key Responsibilities Process and manage the EDI sales invoice process, investigating and resolving system warnings where required. Liaise with suppliers to ensure invoicing data is received accurately and on time. Resolve invoicing and product-related queries in a timely and professional manner. Maintain invoicing schedules and ensure weekly and monthly billing is completed accurately and on time. Process contract-related price adjustments, ensuring changes are accurately reflected within the finance system. Manage customer account and agreement changes from a financial perspective, ensuring billing and account records remain accurate. Produce and validate weekly direct debit collection runs, providing relevant reporting and forecasts to internal stakeholders. Process ad-hoc invoices and credit requests across the business. Process cash receipts and payments from bank statements. Reconcile and allocate payments received through various payment channels, including open banking and card payments. Investigate and resolve unallocated cash balances. Support the Credit Control team with customer queries and dispute resolution. Assist with year-end audit requests and provide information to auditors as required. Provide cover and support across the wider finance function as needed. About You Minimum of 2 years' experience within Accounts Receivable, Sales Ledger or Credit Control. Strong reconciliation and cash allocation experience. Excellent attention to detail and accuracy. Good Excel and systems skills, including reporting and spreadsheet analysis. Strong organisational and time-management skills. Ability to work independently and manage competing priorities. Excellent communication and stakeholder management skills. Positive, proactive and adaptable approach. Team player with a collaborative mindset. What's on Offer? Salary of £25,000 - £27,000 Opportunity to join a growing and successful organisation. Supportive and collaborative finance team

IFA Administrator Location: Chester Salary: £26,000 - £30,000 Hours: Monday to Friday, 9:00am - 5:00pmThe Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiriesAbout You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalismWhat's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age