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Customer & Data Administration Project Your new company Hays are recruiting for a temporary Customer & Data Administrator. We are seeking a highly organised and technically skilled Data Administrator to support our client's financial services operations. The ideal candidate will have strong data management capabilities, excellent attention to detail, and the confidence to handle some inbound and outbound phone‑based activity with customers or internal stakeholders. This role is suited to a proactive individual who thrives in a process‑driven, regulated environment. This role is office based in Manchester city centre. Your new role Key ResponsibilitiesData Administration & Management • Maintain, update, and validate customer and financial data across core systems and databases., • Perform regular data quality audits to ensure accuracy, completeness, and compliance., • Identify and resolve data discrepancies, escalating issues where appropriate., • Support process improvements to enhance data integrity and operational efficiency., • Assist in data extraction, reporting, and preparation of information for internal teams.Customer & Stakeholder Communication, • Handle inbound and outbound calls to verify information, clarify data queries, or obtain missing documentation., • Provide clear, professional communication while maintaining confidentiality and compliance with regulatory standards., • Work collaboratively with internal teams (e.g., Operations, Compliance, Finance) to resolve data‑related queries.Compliance & Governance, • Adhere to financial services regulatory requirements including GDPR, data protection policies, and internal risk controls., • Maintain accurate digital records in line with audit and compliance frameworks., • Strong proficiency with data management tools and systems (e.g., CRM systems, financial databases, Excel, and reporting tools)., • Advanced knowledge of Microsoft Office applications, particularly Excel (lookups, pivot tables, data cleansing, formulas)., • Ability to quickly learn and navigate complex systems and platforms., • Understanding of data governance and data protection best practices., • Previous experience in a data administration or operations role, ideally within financial services, banking, insurance, or another regulated industry., • Experience handling customer or client calls in a professional environment (desirable but not essential)., • Background in fast‑paced, accuracy‑driven environments., • Excellent attention to detail with a methodical approach., • Strong problem‑solving skills and analytical mindset., • Ability to manage multiple tasks while maintaining accuracy and deadlines., • Professional communication skills (written and verbal)., • High integrity and strong sense of accountability.What you'll get in return, • Hybrid or office‑based options may be available depending on business requirements., • Full training on systems and regulatory processes will be provided., • Opportunities for progression. 4761974

Project/Finance Administrator Your new company Hays are recruiting for a temporary project finance administrator. This role is for 6 months and based in Manchester City centre within the engineering sector, for a growing technical and project team. The role provides administrative and financial coordination across project lifecycle activities and involves regular interaction with internal finance staff, project managers, clients, vendors, and subcontractors. This position suits a detail‑oriented candidate with strong organisational skills, flexibility, and the ability to manage priorities. Your new role • Provide project finance administration and support to Project Managers., • Set up projects by extracting relevant information from client contracts or proposals and accurately entering data into the accounting system (e.g., contract values, budgets, scope, fee types, payment terms)., • Verify or update project rate schedules and ensure mark‑ups and invoice templates align with contract requirements., • Review employee expense reports in a timely manner., • Assist with electronic time-sheet administration., • Support billing cycles by generating pre-bills, facilitating edits, finalising invoices, and submitting invoices in line with contractual instructions., • Track accounts receivable and accounts payable for project needs., • Assess project revenue by identifying variances, updating budgets, and making necessary transactional adjustments according to monthly closing schedules., • Generate project financial reports as required., • Assist with accounts payable processes, including vendor onboarding, PO creation, invoice processing, reconciliations, supplier queries, and reporting., • Support debtor management through email and telephone follow‑up, • Provide ad‑hoc administrative support to project teams and finance functions as needed.What you'll need to succeed, • Minimum 2 years of project or finance administration experience in a professional services environment, such as engineering or environmental sectors., • Accurate data entry capabilities. 4759967

Title: Financial Services Administrator/Transfers Case Handler Location: Hybrid - 3 days in Manchester, 2 days remote (after probation) Salary: £27,300 WHO WE ARE: interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We

IFA Administrator / Junior Paraplanner. This is an excellent opportunity for an organised and detail-focused Administrator looking to develop within the financial services sector. As an IFA Administrator / Junior Paraplanner, you will prepare essential review documentation, maintain accurate data, p

Pension Administrator (Open to graduates). Our client is actively seeking an exceptionally organised and motivated professional to enhance their team as a Pension Administrator. Pension, Administrator, Financial Services, Wealth Management, Graduate Job, University graduate.

Trainee Financial Planning Administrator.

Our client is actively seeking an exceptionally organised and motivated professional to enhance their team as a Senior Pension Administrator. Pension, Administrator, Financial Services, Wealth Management. As a Senior Pension Administrator, you will play a pivotal role in supporting the smooth operat

Your new company Hays are recruiting for a temporary Customer & Data Administrator. We are seeking a highly organised and technically skilled Data Administrator to support our client's financial services operations. This role is office based in Manchester city centre.

THE OPPORTUNITY: Lead RevOps Strategist & Platform Specialist, Data Center (remote role UK or Spain) Job Summary: Iron Mountain is seeking a highly experienced, proactive, and strategic Lead RevOps Strategist & Platform Specialist to join our IMDC Global Services team in the UK or Spain (remote role). The Lead RevOps Strategist & Platform Specialist will serve as the pivotal link between our business strategy and the technical execution of our end-to-end Revenue Operations (RevOps) platform. This role is far more than a traditional Business Analyst (BA); it is a "super BA" responsible for the functional design and continuous, strategic evolution of our Salesforce-based RevOps ecosystem, spanning Lead-to-Cash. This role operates under the direction of the Platform Architect and requires a proactive leader who can strategically identify, design, and implement process, automation, and AI solutions to significantly reduce manual input and errors across the organization. The ideal candidate will leverage their deep expertise in business process optimization and the Salesforce platform within the context of complex financial and commercial operations, ideally within the data center or REIT industry. What You'll Do (Responsibilities) In this role, you will: • Architect Partnership & Strategic Translation: Work directly with the Platform Architect to translate the long-term platform strategy and technical roadmap into detailed, actionable functional requirements and user stories. Serve as the chief translator between holistic business needs across Sales, Finance, and Operations and platform capabilities, particularly for the interdependencies of the Lead-to-Cash process., • Process Optimization & Automation: Proactively identify inefficiencies, bottlenecks, and high-manual-input areas within current business processes. Design and champion future-state processes that leverage automation and AI to significantly reduce manual input and errors, driving efficiency, data integrity, and compliance across the organization., • Lead-to-Cash Expertise & Conga Specialization: Deeply understand, manage, and optimize the automation across the full revenue cycle, including Account & Contact Management, Opportunity Funnel, Quoting & Contracting, and ultimately Billing & Revenue. Become the primary functional expert for the Conga Quote-to-Cash suite (CPQ, CLM, Revenue, and Billing), designing and implementing complex pricing rules, contract automation workflows, and billing schedules within the Conga and Salesforce framework., • Requirements & Data Governance Ownership: Own the full requirements lifecycle, ensuring functional specifications align with the technical design and organizational objectives. Establish and enforce data governance policies and procedures to ensure the accuracy and reliability of all RevOps data for reporting and financial purposes. What You'll Bring (Skills & Qualifications): The ideal candidate will have: • Experience: 5+ years of experience in a senior Business Analyst, Solutions Specialist, or equivalent RevOps role, with a strong focus on Salesforce implementations., • Salesforce Expertise: Proven proficiency in Salesforce Sales Cloud, Service Cloud, or Platform, including advanced knowledge of declarative automation tools (Flow, Process Builder, and Workflow Rules). Salesforce Administrator Certification is required; Platform App Builder or Sales Cloud Consultant certifications are highly desired., • RevOps/CPQ Expertise: Hands-on, demonstrable experience with an enterprise Quote-to-Cash solution. Specific experience with the Conga suite (CPQ, CLM, and Revenue/Billing) is a significant advantage., • Industry Acumen: Experience or strong foundational understanding of data center operations, telecommunications, commercial real estate (REITs), or similar capital-intensive, recurring-revenue business models is highly preferred., • Key Soft Skills: Exceptional critical thinking and structured problem-solving skills, with the ability to define business problems and derive automation-centric solutions. Demonstrated experience working within an Agile/Scrum framework, including the ability to act as a Scrum Master or key contributor in sprint planning, backlog refinement, and delivery of platform enhancements. What We Offer (Benefits): • 100% remote role in the UK or Spain, • Competitive compensation and benefits aligned with the experience., • Comprehensive health, wellness, and retirement plans., • Opportunities for continuous learning and professional growth., • Flexible work options/alternative work options to support work-life balance. Ready to Make an Impact? If you are a proactive leader with deep expertise in Salesforce, Conga, and strategic process optimization who is ready to drive the next evolution of our Lead-to-Cash platform, we want to hear from you. Apply today to become our Lead RevOps Strategist & Platform Specialist! #LI-Remote

A leading financial advisory firm in Manchester is seeking a Private Client Administrator to provide essential support to Independent Financial Advisers. This is a full-time, entry-level position that requires attention to detail and the ability to work under pressure. Benefits include an opportunit

A respected recruitment agency is seeking a Client Support Administrator in Manchester. The role involves handling administrative tasks, managing data, and supporting clients and advisors within a busy financial services environment.

A leading UK financial institution is seeking a Senior Database Administrator to join their Private Cloud Platform team.

A financial services provider is seeking a Treasury Administrator to support their Treasury and Accounts Receivable team.The ideal candidate will be responsible for managing cashflow reporting, bank administration tasks, and providing operational support.Previous experience in treasury and cash mana

A leading financial services firm in Salford is seeking a skilled Database Administrator to manage and optimize database systems. The ideal candidate will have 3-5 years of experience, strong SQL skills, and proficiency in both relational and NoSQL databases. Responsibilities include ensuring high d

We’re looking for a Part-Time Finance Administrator to provide essential support to the accounts team through accurate financial processing, proactive administration, and effective communication with clients and suppliers.The role involves managing key finance inboxes, maintaining client accounts,

A leading investment platform is looking for a Financial Services Administrator in Manchester with a hybrid working model.You'll be crucial in providing outstanding customer service within the Pensions Transfers department.Candidates should demonstrate excellent communication skills, team collaborat

A leading financial services company is seeking a Senior Database Administrator to work within their Private Cloud Platform.

A reputable legal firm in Manchester is seeking a proactive Legal Administrator to join their specialist Financial Mis‑Selling department.Key responsibilities include providing administrative support, managing case files, and preparing legal documentation.The ideal candidate will have strong admin

A financial advisory firm in Manchester is seeking a Trainee Financial Planning Administrator to support advisers and paraplanners with daily tasks. This role offers an entry point into a financial planning career, with training, qualifications fully funded, and the chance to grow into paraplanning

A leading financial services company in England is looking for an HR Administrator for a 12-month fixed term role based in Manchester.In this role, you will manage employee lifecycle processes, provide top-notch customer service for HR queries, and support day-to-day HR operations.The ideal candidat

A financial services provider in Manchester is seeking a Trainee Financial Planning Administrator to jumpstart a career in finance.

James’s Place experienced Senior Administrator to join this dynamic and proactive Partner Practice, who specialise in providing a range of investment and retirement products and solutions to meet the financial goals and objectives of their clients. Carrying out fund switches and financial calculat

A leading financial services organization in Greater Manchester is seeking a Senior Finance Administrator to ensure the smooth operation of financial processes.The successful candidate will assist with purchase ledger control, ensure compliance with policies, and engage in project work.Key qualifica

A financial services recruitment agency is seeking a Senior Administrator to provide exceptional administrative support to clients in a well-established Partner Practice.The ideal candidate will have at least 2 years of experience in a similar role, ideally within a St.James's Place Partner Practice

A progressive financial services firm in Manchester seeks a Senior Financial Planning Administrator to support a high-performing team in wealth management. The ideal candidate has over 3 years of financial administration experience, strong organizational skills, and a passion for financial planning.

We're seeking an experienced Financial Planning Administrator / Senior Financial Planning Administrator to join them on their journey. Have a passion for financial planning with 3 or more years experience working in administration for a Financial Planning firm. Are you an experienced or Senior Finan

You will also need three or more years in financial planning/supporting the financial planning journey to contribute to team results from day one. No qualification in Financial Services/Planning? No problem! Whilst working towards or holding a qualification in Financial Services is advantageous, we

In line with its regulatory responsibilities and growth ambitions, LHV Bank is committed to maintaining a robust and proportionate financial crime control environment. LHV Bank is searching for an experienced Lead IT Systems Administrator with strong experience in administering and developing Atlass

A financial advisory firm in Manchester is seeking a Trainee Financial Planning Administrator to support advisers with daily tasks. This role serves as an entry point into a financial planning career, offering fully funded training and the opportunity to advance into paraplanning or advisory roles.

A leading financial institution is seeking a Wealth Administrator for its Manchester office.This full-time role involves supporting Wealth Managers with client account administration and ensuring the highest quality of service.The ideal candidate will have experience in discretionary wealth manageme

Proven work experience as an Administrator within Financial Services is required. Are you an enthusiastic Client Support Administrator eager for your next role with a vision to make a stamp on the business? Could you fulfil a vital support function within a busy office?. The company provides bespoke

Financial Adviser Administrator – St James Place. NJR Recruitment are currently working in Partnership with a boutique firm of Independent Financial Planners servicing a bank of very High Net Worth clients. An experienced IFA Administrator is required to join their small but busy team based in Alt

This is an excellent opportunity for an experienced IFA Administrator or Client Services professional to join a well-established and highly personable financial planning firm based in West Sussex. Work closely with Financial Planners and wider support staff as part of a team focused environment. The

Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast Belfast client. The Financial Administrator would be recruited to supplement their already established team. Our client has been in operation for a number of years and has a very good name

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis.

As a Financial Planning Administrator you will provide essential administrative support to the Financial Planners, ensuring the smooth and compliant delivery of advice and services to clients. Dynamite Recruitment are supporting the recruit of a Financial Planning Administrator to join an Independen

Financial Services Administrator. Proven administrative experience gained within financial services is essential.

Dawn O Shea is recruiting the Financial Planning Assistant (Financial Services Administrator) directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. I am recruiting a Financial Planning Assistant for Paradigm Norton s Bristol office to support with the provision of finan

A Japanese company in the UK is looking for a Financial Administrator who speaks Japanese for a hybrid role in Hertfordshire.

The Financial Admin and Operational Support role is a key senior position responsible for providing efficient and effective support to the business, undertaking a wide range of financial and production related administration, shipping coordination, reporting, purchasing and general support to the Op

Thrive Group are delighted to be working with our established Wiltshire based financial services client who are actively seeking an Administrator. Proven administrative experience gained within financial services is essential.

The Financial Admin and Operational Support role is a key senior position responsible for providing efficient and effective support to the business, undertaking a wide range of financial and production related administration, shipping coordination, reporting, purchasing and general support to the Op

A manufacturing company in the UK is seeking a Sales Administrator to manage orders and assist customers, both new and existing.

You will need some experience as a financial planning administrator. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. You might not and want to be the best administrator you can be.

A leading financial services provider in North London is offering an exciting opportunity as a Mortgage Administrator Apprentice. This position is ideal for individuals seeking to embark on a career in financial services.

This will be a complex technical role, with exposure to more than the typical Financial Planning Administrator position. Previous experience within a Financial Planning Administrator role. This is an exciting opportunity for an experienced Financial PlanningAdministrator to join a successful Advisor

We’re looking for a motivated and detail-oriented individual to join our Financial Planning team. You’ll play a key part in helping our Financial Planners deliver excellent service, while developing your own skills in a supportive and inclusive environment. Prepare pre-meeting packs for new clie

A financial services practice based in Trowbridge is looking for a Financial Services Administrator to join their established team. The ideal candidate will have experience in administration within the financial sector and ideally have worked with an Independent Financial Advisor (IFA).