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Mortgage Administrator - Hybrid Working after your 6 month probation - LE18\n 📍 Location: LE18 \n 💼 Full-Time | Permanent\n 🚀 Excellent Career Progression\n 👥 Small, Supportive Team Environment\n\nAre you a detail-oriented individual with experience in mortgage administration or financial services? Looking for a new opportunity that offers flexibility, career growth, and a close-knit team environment?\n\nWe're an established and growing business based in LE18, currently seeking a Mortgage Administrator to join our small, friendly team. This is a fantastic opportunity for someone who enjoys working behind the scenes to support mortgage advisers and deliver a seamless experience for clients.\n\n🔑 What You'll Be Doing:\n\nSupporting mortgage advisers with application processing from submission to completion\n\nLiaising with lenders, solicitors, and clients to progress applications efficiently\n\nEnsuring all documentation is accurate and compliant with industry regulations\n\nManaging diaries, chasing updates, and keeping all parties informed\n\nGeneral admin duties to help keep everything running smoothly\n\n✅ What We're Looking For:\n\nExperience in mortgage administration, financial services, or a similar role\n\nStrong attention to detail and excellent organisational skills\n\nConfident communicator with a professional, proactive approach\n\nAbility to manage multiple tasks and work to deadlines\n\nA team player who enjoys being part of a small, supportive office culture\n\n🌟 What We Offer:\n\nHybrid working - split between the LE18 office and working from home\n\nCompetitive salary based on experience\n\nGenuine career progression opportunities as the business continues to grow\n\nSupportive team environment where your contributions make a real difference\n\nOngoing training and development\n\nOffice Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.\n\nOffice Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.\n\nBy applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

Administrator - Hybrid Working - LE18\n 📍 Location: LE18 (Hybrid: Office & Home-Based)\n 💼 Full-Time | Permanent\n 🚀 Excellent Career Progression\n 👥 Small, Supportive Team Environment\n\nAre you a detail-oriented individual with experience in mortgage administration or financial services? Looking for a new opportunity that offers flexibility, career growth, and a close-knit team environment?\n\nWe're an established and growing business based in LE18, currently seeking a Administrator to join our small, friendly team. This is a fantastic opportunity for someone who enjoys working behind the scenes to support mortgage advisers and deliver a seamless experience for clients.\n\n🔑 What You'll Be Doing:\n\nSupporting mortgage advisers with application processing from submission to completion\n\nLiaising with lenders, solicitors, and clients to progress applications efficiently\n\nEnsuring all documentation is accurate and compliant with industry regulations\n\nManaging diaries, chasing updates, and keeping all parties informed\n\nGeneral admin duties to help keep everything running smoothly\n\n✅ What We're Looking For:\n\nExperience in mortgage administration, financial services, or a similar role\n\nStrong attention to detail and excellent organisational skills\n\nConfident communicator with a professional, proactive approach\n\nAbility to manage multiple tasks and work to deadlines\n\nA team player who enjoys being part of a small, supportive office culture\n\n🌟 What We Offer:\n\nHybrid working - split between the LE18 office and working from home\n\nCompetitive salary based on experience\n\nGenuine career progression opportunities as the business continues to grow\n\nSupportive team environment where your contributions make a real difference\n\nOngoing training and development\n\nOffice Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.\n\nOffice Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.\n\nBy applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

Executive PA to Senior Advisor\nFull-time, office-based – Leicestershire (our ref AL1401)\nSalary: Competitive, dependent on experience\nIndustry: Independent Financial Advice (IFA)\nIf you’re a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, we’d love to hear from you.\nMy 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.\nAbout the Role\nThis 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.\nThis 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.\nKey Responsibilities\nExecutive PA Support to the Senior Advisor\n * Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors time is optimised.\n * Manage confidential and sensitive information with absolute discretion.\n * Prepare briefing documents, meeting packs, agendas and follow-up actions.\n * Handle internal and external communication on behalf of the Senior Advisor in a polished, professional manner.\n * Coordinate travel, meetings, events and key leadership engagements.\n * Act as a trusted gatekeeper and first point of contact for stakeholders, clients and internal teams.\n * Support the Senior Advisor in delivering strategic initiatives, business projects and time-critical priorities.\nIFA Technical Administration\n * Process LOAs and liaise with product providers.\n * Prepare valuations, portfolio comparison analytics and cashflow modelling inputs.\n * Manage attitude-to-risk questionnaires and support suitability documentation processes.\n * Produce and prepare client appointment packs for new and existing clients.\n * Carry out fund switches and “no action” suitability letters where required.\n * Manage adviser diary booking and scheduling for client meetings.\n * Process new business applications, ensuring accuracy and regulatory compliance.\n * Liaise with providers to track business through to completion, resolving queries and updating clients and Senior Advisor.\n * Handle death claims with professionalism, sensitivity and empathy.\n * Maintain full compliance with FCA regulations, Financial Services and Markets Act 2000, and all internal TCF, AML and financial crime procedures.\n * Keep up to date with product, legislative and industry changes.\nWhat We’re Looking For - Essential Experience\n * Minimum 5 years of administration experience, including at least 2 years within Financial Services (IFA experience essential).\n * Proven experience supporting senior leadership or acting in a high-responsibility administrative role requiring discretion.\n * Strong understanding of IFA processes, compliance requirements and provider interactions.\nSkills & Attributes\n * Exceptional professionalism, confidentiality and judgement.\n * Highly organised, proactive and able to manage competing deadlines.\n * Confident communicator with excellent written and verbal skills.\n * Strong IT capability (Word, Excel, Outlook); experience with the back-office system Curo would be a distinct advantage.\n * Able to work independently with minimal supervision while maintaining high accuracy.\n * Composed under pressure; able to navigate interruptions and shifting priorities.\n * A positive, solutions-focused team player who contributes ideas for improving processes and client service.\nWhy Apply?\n * Opportunity to work directly with the Senior Advisor in a trusted, high-impact position.\n * A supportive, professional environment committed to excellence in client service.\nIf this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website

Finance Administrator\n 📍 Location: Wigston (Hybrid: Office & Home-Based after your probation)\n 💼 Full-Time | Permanent\n 🚀 Excellent Career Progression\n 👥 Small, Supportive Team Environment\n\nAre you a detail-oriented individual with experience in mortgage administration or financial services? Looking for a new opportunity that offers flexibility, career growth, and a close-knit team environment?\n\nWe're an established and growing business based in Wigston currently seeking a Finance Administrator to join our small, friendly team. This is a fantastic opportunity for someone who enjoys working behind the scenes to support mortgage advisers and deliver a seamless experience for clients.\n\n🔑 What You'll Be Doing:\n\nSupporting mortgage advisers with application processing from submission to completion\n\nLiaising with lenders, solicitors, and clients to progress applications efficiently\n\nEnsuring all documentation is accurate and compliant with industry regulations\n\nManaging diaries, chasing updates, and keeping all parties informed\n\nGeneral admin duties to help keep everything running smoothly\n\n✅ What We're Looking For:\n\nExperience in mortgage administration, financial services, or a similar role\n\nStrong attention to detail and excellent organisational skills\n\nConfident communicator with a professional, proactive approach\n\nAbility to manage multiple tasks and work to deadlines\n\nA team player who enjoys being part of a small, supportive office culture\n\n🌟 What We Offer:\n\nHybrid working - split between the LE18 office and working from home\n\nCompetitive salary based on experience\n\nGenuine career progression opportunities as the business continues to grow\n\nSupportive team environment where your contributions make a real difference\n\nOngoing training and development\n\nOffice Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.\n\nOffice Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.\n\nBy applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

IFA Administrator to Senior Financial Planner Location: Leicester Salary: up to £35,000 experience dependantThe RoleAn excellent opportunity has arisen for a highly professional, discreet, and exceptionally organised Executive PA to provide dedicated support to a Senior Financial Planner within a growing financial Planning organisation.This is a pivotal, high-trust role combining senior-level executive support with hands-on IFA technical and administrative responsibilities. You will work closely with senior leadership, ensuring day-to-day operations run seamlessly while supporting client management, compliance, and strategic priorities. This position is ideal for an experienced Financial Services administrator who is ready to step into a senior, influential role supporting a key decision-maker within the business.Key ResponsibilitiesExecutive PA SupportProvide comprehensive diary, inbox, and task management, ensuring the Advisers time is used effectivelyAct as a trusted gatekeeper and first point of contact for clients, stakeholders, and internal teamsManage confidential and sensitive information with absolute discretionPrepare meeting packs, briefing notes, agendas, and follow-up actionsHandle internal and external communications in a polished, professional mannerCoordinate meetings, events, travel, and leadership engagementsSupport the Adviser with strategic initiatives, business projects, and time-critical prioritiesIFA Technical & Administrative SupportProcess Letters of Authority (LOAs) and liaise with product providersPrepare valuations, portfolio comparisons, and cashflow modelling inputsManage attitude-to-risk questionnaires and support suitability documentationPrepare client meeting packs for new and existing clientsProcess new business applications in line with FCA and internal compliance requirementsTrack applications through to completion, resolving provider queries and updating clients and AdviserCarry out fund switches and no action suitability letters where requiredManage Adviser diary bookings for client meetingsHandle death claims with sensitivity, empathy, and professionalismMaintain compliance with FCA regulations, the Financial Services and Markets Act 2000, and all AML, TCF, and financial crime proceduresStay up to date with legislative, product, and industry developmentsExperience & Skills RequiredEssential ExperienceMinimum 5 years administration experience, including at least 2 years within Financial Services (IFA experience essential)Proven experience supporting senior leadership in a high-responsibility role requiring discretion and sound judgementStrong working knowledge of IFA administration processes, compliance requirements, and provider interactionsSkills & AttributesExceptional professionalism, confidentiality, and attention to detailHighly organised and proactive, with the ability to manage competing prioritiesExcellent written and verbal communication skillsStrong IT skills including Microsoft Word, Excel, and OutlookExperience using Curo back-office systems would be a distinct advantageAble to work independently with minimal supervision while maintaining high standardsCalm, adaptable, and confident in fast-paced environmentsPositive, solutions-focused team player with a continuous improvement mindsetThis is a rare opportunity to step into a senior Executive PA role within financial services, offering influence, responsibility, and the chance to work closely with senior leadership in a respected IFA environment.Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer no to key screening questions, we may not be able to contact you.JBRP1_UKTJ

This position offers an opportunity for career advancement within a supportive team environment. The ideal candidate will have experience in Financial Services Administration, particularly within a Wealth Management company. A recruitment agency is seeking a Senior Administrator for a Financial Serv