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We are looking for a Senior Administrator for this Financial Services client based in Leicester. It is essential that you have previous experience as an Financial Services Administrator for a Wealth Management Services company. You could be looking to progress to the next level in your career. Your day to day tasks will be typical of an administrative position in a similar company; to include greeting clients, maintain the FCA day book, document management and organisation, keeping the CRM systems up to date, portfolio overviews, sending letters of authority.

We’re currently looking for Financial Services Administrators to join our team. This is a great opportunity to work closely with consultants, develop your expertise, and make a visible impact on the clients we serve! What you’ll be doing: • administering and managing a portfolio of pension and personal wealth clients, ensuring accurate records and smooth account management, • supporting consultants in the smooth running of client accounts – from document preparation and workflow management to meeting coordination, • handling client queries and maintaining high levels of service, resolving issues promptly and professionally, • ensuring all activities comply with internal procedures and regulations, maintaining accurate and up-to-date client records, • keeping consultants and clients informed at every stage, tracking case progress and flagging issues proactively, • staying up to date with industry developments and making the most of training and development opportunities What we’re looking for: • minimum three years’ experience in financial services administration, ideally with pension or personal wealth clients, • strong understanding of financial products and client portfolio management, • excellent communication and customer service skills – approachable, clear, and professional with clients, • high attention to detail with the ability to resolve client issues efficiently and accurately, • organised, proactive, and able to juggle multiple tasks without dropping the ball, • happy working as part of a team or independently when needed; experience supporting senior consultants or leadership teams is a plus Why join us? At Mattioli Woods, you’ll work closely with senior leadership, contribute to high-level decision-making, and grow your career in a supportive, dynamic environment. This role offers autonomy, career progression, and the chance to be part of a team that values expertise and collaboration. Perks and benefits 💰 competitive salary ⏰ 34.5-hour working week 🏠 hybrid working – a blend of home and office time in Leicester 💼 5% employer/5% employee pension 💖 4x salary life assurance and group income protection 🏥 health cash plan (Core Level 1) 🎉 25 days’ holiday plus statutory (increasing with service) 🌱 training and development opportunities 🤝 a supportive, collaborative team environment Interested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!

Client Support Administrator (ref AL1404L) Leicester outskirts (hybrid 1 day per week working from home) Salary £25,000 - £34,000 dep on exp + benefits My client is an established Wealth Management organisation and they now have a fabulous opportunity for an experienced administrator, who is IT literate and able to build and nurture client relationships to join their team.Ideally you will have a financial services background. The Role The Client Support Team is fundamental to the success of this business, as the first point of contact for clients and providers alike. This involves provided administrative support of the highest standard and so that regulatory requirements are met from start to finish of the client journey.As Client Support you will report to the Client Support Manager and constantly be looking to reduce business risk, increase efficiency and improve client outcomes, largely leveraged by the effective use of technology, adherence to company processes and outstanding customer service. Duties & Responsibilities • Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and...

Senior Client Relationship Manager (Senior Financial Services Administrator) Leicester (our Ref AL1417) office based with potential of hybrid after qualifying period Salary to c£30,000 pa + benefits I am currently recruiting for a Senior Client Relationship Manager (Senior Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester.The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant. More about the role: • Work closely with the consultants to support and ensure clients needs are met, • Preparation work for client meetings, • Attending clients meetings, taking meeting notes (on/off site), • Coordinating action points from meetings and completing work required, • Responsible for communication with clients (phone calls/emails etc.), • Researching and collation of information in relation to advice being given to clients

Administrator Support Finance & Wealth Management Location: Leicester fully office based role, Monday to Friday 8am to 4pm Salary: £26,000 + benefits (our ref AL1416) My client is well-established wealth management firm, and they are now seeking a highly organised and proactive Financial Services Administrator to support their advisers and ensure the smooth day-to-day running of the office. This role is ideal for someone with strong administrative skills, excellent attention to detail, and a professional, client-focused approach. It offers a great opportunity to build a career within the finance and wealth management sector. You will play a key role in supporting client interactions, managing documentation, and assisting advisers with administrative processes to ensure a seamless client experience. Key Responsibilities: • Answering incoming phone calls and acting as the first point of contact for clients, • Welcoming clients into the office and preparing meeting rooms and refreshments, • Managing incoming and outgoing post, including trips to the post office, • Scanning, organising, and...

Administrator Support – Finance & Wealth Management. My client is well-established wealth management firm, and they are now seeking a highly organised and proactive Financial Services Administrator to support their advisers and ensure the smooth day-to-day running of the office.

Senior Client Relationship Manager (Senior Financial Services Administrator). I am currently recruiting for a Senior Client Relationship Manager (Senior Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester.

Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you. My client is an established yet growing and forward-thinking Independent Wealth Management organisation. They are now seeking a highly professional, discreet and exceptionally organised Executive PA to provide dedicated support to their Senior Advisor, while also delivering high-quality IFA administrative and technical support. About the Role This is a pivotal role at the heart of a growing financial services business. You will combine first-class executive support with deep knowledge of IFA administration processes, ensuring the Senior Advisor is fully supported in all aspects of day-to-day operations, client management and strategic priorities. This role is ideal for someone with substantial Financial Services administration experience who is ready to step into a high-trust, high-responsibility position working directly with senior leadership. Key Responsibilities Executive PA Support to the Senior Advisor • Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors time is optimised., • Manage confident...

There's plenty about Topps Tiles that might surprise you. Like the scale of our Support Office in Leicester. We have Finance, Marketing, Buying, Central Operations, HR, Property, Customer Service and IT all under one roof. Tight-knit teams of talented people working together and working hard to get things done and drive results. But then, would you expect anything less from an ambitious, dynamic, market-leading, multi-million-pound retail business? After delivering our 20% market share goal of "one in five" in 2023, we have launched our new goal - Mission 365 - targeting £365 million of sales. Role Purpose The Senior Financial Accountant is primarily responsible for leading core treasury and tax activities, alongside supporting key financial control processes to ensure accurate, timely financial reporting and strong balance sheet integrity. The role plays a critical part in cash management, statutory compliance, and maintaining robust financial controls, while providing insightful analysis to support business performance. In addition, the role provides day-to-day leadership to a Financial Accounting Assistant and management oversight of the Financial Analyst, while driving continuous improvement across financial processes and controls. Key Responsibilities 1. Financial Accounting & Control: Lead month-end close activities within treasury, tax, and assigned financial control areas, ensuring timely, accurate reporting and full supporting documentation. Own and review balance sheet reconciliations within remit (including payroll, accruals, prepayments, interest, and other key control accounts), ensuring completeness and integrity. Maintain integrity of financial records for treasury and tax-related balances, ensuring compliance with accounting standards and internal controls. Review payroll-related journals and controls as part of month-end responsibilities, ensuring accuracy and appropriate oversight. Prepare and review key month-end journals within remit, including interest, payroll, FX/hedging, and accrual posting. 2. Treasury & Cash Management: Manage daily cash flow and liquidity across group bank accounts. Prepare short- and medium-term cash flow forecasts and interest projections. Oversee debt facilities, loan drawdowns, and overdraft positions. Execute FX purchasing and hedging strategies. Produce treasury reporting and analysis at month end. 3. Banking & External Relationships: Maintain relationships with banking partners. Act as system administrator for banking platforms and manage mandates. Ensure compliance with banking covenants and reporting requirements. Liaise with auditors, tax advisors, and other external stakeholders. 4. Tax & Statutory Compliance: Prepare corporation tax calculations and forecasts, including payments on account. Manage VAT returns and PSA submissions. Coordinate year-end statutory accounts with auditors and advisors. Maintain compliance with HMRC and regulatory requirements. 5. Budgeting & Financial Planning: Support budgeting processes, including store payroll budgeting. Provide variance analysis and insight into financial performance. Collaborate with FP&A teams to support planning and reporting cycles. 6. Month-End, Quarterly & Year-End Activities: Month-end: journals, reconciliations, treasury reporting, payroll processing. Quarterly: additional payroll adjustments, reporting, and ad hoc analysis.. Half-year/year-end: statutory reporting, tax submissions, insurance renewal, PSA calculations. 7. Leadership & Stakeholder Management: Line management of a Financial Accounting Assistant. Develop team capability and performance. Communicate effectively with finance and non-finance stakeholders. Support cross-functional collaboration and data sharing. 8. Risk Management & Process Improvement: Ensure robust financial controls and compliance frameworks are in place. Identify financial risks and implement mitigation strategies. Drive continuous improvement initiatives across finance processes. Key Stakeholders Financial Controller. CFO. Finance team. External stakeholders (banks, auditors, tax advisors) Knowledge, Skills & Experience Essential: Qualified accountant (ACA/ACCA/CIMA). Strong technical accounting knowledge including treasury & Tax. Experience in balance sheet reconciliation and financial controls. Experience managing month-end and year-end processes. Team management experience. Strong communication and stakeholder management skills. Desirable: Experience with Microsoft Dynamics or similar ERP systems. Advanced Excel skills. Treasury and FX management experience. Key Competencies Attention to detail and accuracy. Strong analytical and problem-solving skills. Ability to manage deadlines and competing priorities. Proactive and continuous improvement mindset. Strong leadership and collaboration skills. What we'll do for you In a culture where hard work is recognised and great results are rewarded; you can look forward to a company bonus that will give you a share of our success (up to 25% of your base salary). Then there's a, generous staff discount, pension and life assurance, a holiday allowance that increases with length of service and a wide range of other benefits. Plus, flexible working, free on-site parking, generous discounts on products and services and more. A lot more. We're committed to promoting talent from within too, which means you'll be well-supported to build a rewarding career with an individual development plan and lots of training on offer. Diversity, Equity and Inclusion At Topps Group we believe that diversity isn't just a box to tick. We are committed to creating an authentic 'One Topps' culture, where our colleagues feel included and supported regardless of who they are or where they are from We actively welcome applications from individuals of all races, ethnicities, genders, sexual orientations, abilities, ages, religions, and socio-economic backgrounds. If you need any adjustments during the recruitment process, just let us know-we're here to support you. Join us in shaping a culture where inclusion is more than a policy-it's a daily practice.Think you know Topps Group? Think again. There's plenty about Topps Group that might surprise you. Like the fact that you don't need to be a DIY or tile expert to work in one of our stores or our Leicester based Support Centre. Or the fact that that we're Britain's largest specialist tile retailer, with more than 1,600 in-store specialists providing world class customer service to homeowners and tradespeople in over 300 stores nationwide. TPBN1_UKTJ

Project Administrator Location: Leicester Salary: £13.10 per hour Hours: Two vacancies available – 25 and 30 hours per week, Monday to Friday (occasional evening and weekend work may be required) About the Role We are seeking a highly organised and proactive Project Support Worker to deliver essential administrative and operational assistance within a busy service environment. Key Responsibilities Administration & Office Support Manage office systems, records and filing efficiently. Handle telephone, email and postal enquiries professionally. Liaise with suppliers and contractors to ensure smooth operations. Coordinate building maintenance and repairs promptly. Conduct routine building and compliance checks. Maintain accurate records and support referral processes effectively. Administrative Support Process invoices and maintain financial records accurately. Assist with petty cash administration. Support managers and teams with general administrative tasks. Assist with data collection and reporting activities. Organise meetings, take minutes, and produce clear action plans. Support the delivery of events and training sessions. Project Support Assist colleagues to ensure effective service delivery. Coordinate resources and donations efficiently. Support health and safety compliance across services. Provide cover and support across teams as required. Undertake additional duties relevant to the role. Data & Reporting Maintain information accurately on internal databases. Produce reports and presentations as required. Support project monitoring and reporting processes. Ensure compliance with GDPR and data protection policies. About You Excellent administrative and organisational skills. Proficient in IT, including Microsoft Office applications. Capable of managing multiple priorities effectively. Strong communication skills, both written and verbal. Approach work with professionalism and maintain confidentiality. Able to work independently and collaboratively as part of a team. Flexible and adaptable to changing work demands. How to Apply If you possess strong administrative skills and seek a varied and rewarding support role, we would welcome your application

Financial Services Administrator - Wanted - Immediate Start! Leicester Based | Salary: £30,000-£35,000 Permanent, Full-Time Are you an experienced Financial Services Administrator? Regional Recruitment is recruiting for an established and growing financial planning firm. They are seeking a skilled Financial Services Administrator to support advisers and deliver an exceptional client experience. This is an excellent opportunity to join a professional office environment and play a key role in supporting the financial planning process while contributing to the continued growth of the business. What's on Offer: Competitive salary 25 days annual leave plus bank holidays Company pension scheme Private medical insurance Qualifications Essential: Minimum 5 years' experience within a financial services role Strong understanding of financial planning processes and client documentation Excellent organisational skills with a high level of accuracy and attention to detail Desirable: Experience with financial planning tools, research software, or cashflow modelling systems Knowledge of investment, pension and protection products Roles & Responsibilities Act as the first point of contact for clients via telephone, email, and in person Manage incoming and outgoing correspondence, including post and electronic communications Maintain accurate client records and upload documentation to internal systems Liaise with providers to obtain policy information and progress outstanding requests Process letters of authority and maintain client documentation Support advisers with file preparation, client reviews, and post-meeting administration Prepare portfolio summaries, valuations, and annual review documentation Attend meetings when necessary to provide administrative support to advisers Requirements The successful candidate will be proactive, professional, highly organised, and capable of managing multiple priorities in a fast-paced financial services environment. About Regional Recruitment This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors. If this Financial Services Administrator role is right for you - Click to apply below. To explore more roles available across the UK, please visit (url removed)