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This role leads the technical delivery and governance of enterprise AI workspace platforms, focusing on Microsoft 365 Copilot and Google Workspace Gemini. You will design, integrate, and optimise AI solutions that enhance collaboration, automation, and decision-making, ensuring secure, compliant, and scalable deployment across the digital workplace. Client Details Our client is a well-established organisation within the financial services industry. Description • Lead implementation of Microsoft 365 Copilot, Copilot Studio, Google Gemini and NotebookLM, • Design and integrate AI-powered solutions using APIs, connectors, and automation tools, • Act as SME for enterprise AI workspace platforms across engineering and security teams, • Integrate AI tools with enterprise systems and data sources, • Develop reusable prompts, templates, and workflow accelerators, • Ensure compliance, governance, and secure AI operations, • Manage deployment lifecycle, monitoring, and optimisation A successful AI Workspace Engineer should have: • Hands-on experience with Microsoft 365 (Copilot, Copilot Studio, Graph API, M365 Admin), • Experience with Google Workspace (Gemini, NotebookLM, Admin Console, Add-ons), • Proven track record embedding AI into business workflows, • Strong understanding of identity, governance, and security controls, • Microsoft Graph API and Google Workspace APIs, • Azure AI, Azure OpenAI, Vertex AI, • Power Automate, Apps Script or similar automation tools, • Knowledge of Responsible AI practices, • Microsoft 365 Enterprise Administrator Expert, • Microsoft Azure Solutions Architect Expert, • Google Professional Collaboration Engineer or relevant Google Cloud certifications, • Competitive daily rate between £680 and £700 a day inside IR35., • Opportunity to work within a leading organisation in the financial services industry., • Gain valuable experience in AI-driven projects within a technology-focused environment.

Lead Functional ServiceNow HR Consultants are required by this Global Elite Partner for ServiceNow to join it's award winning team in providing class leading HR Organisational change solutions to a range of leading FTSE 250 clients based across the UK. In order to be successful in securing one of these Functional ServiceNow HR Consultant roles candidates will need to be ServiceNow Certified to at least administrator level and have experience of working on multiple ServiceNow HSD implementation projects. As such you will have good experience in designing and/or implementing ServiceNow and integrating it with other enterprise applications for clients within financial services or FTSE250 based corporate sectors. These ServiceNow HR Consultant roles are an excellent opportunity to prove your skills as a ServiceNow Consultant within a Global Elite Partner for ServiceNow and work with some of the worlds leading companies and as a reward for your experience you will receive a comprehensive package of remuneration and on going training to develop your long-term career in to senior management roles. Guidant, Carbon60, Lorien & SRG - The Impellam Group Portfolio are acting as an Employment Business in relation to this vacancy.

Salesforce Developer Up to £65,000 per annum Bromley, Kent Full-Time Permanent We have an opportunity for an experienced Salesforce Developer to join us. Your day to day will include: • Gathering requirements from product backlog and design specs., • Translating business requirements into user friendly and maintainable solutions., • Ability to design and implement declarative and programmatic solutions to the highest standard., • Recording technical specifications and communicating effectively to non-technical stakeholders What we require • Demonstrable experience as a Salesforce developer., • Salesforce Certified Administrator and Platform App Builder. Salesforce Certified Developer 1 would be an advantage., • Extensive Configuration experience (Workflow, Process Builder, Flows etc.)., • Experience with customization on the Salesforce platform using Apex, SOQL, SOSL, Data Loader and other declarative tools., • Experience of Salesforce Sales or Service Cloud., • Knowledge of Salesforce Marketing Cloud would be an advantage., • Competitive Salary – Up to £65,000 per annum, based on experience and skills, • Generous Leave – 25 days annual holiday plus bank holidays to recharge and relax, • Life Assurance – Coverage of 4x your pensionable earnings for peace of mind, • Pension Scheme – Contributory plan to help you invest in your future, • Day of Caring – 1 paid day per year to support a charity of your choice, • Wellbeing Support – Access to our Employee Assistance Programme for confidential help and guidance About us Foresters Financial is not your typical financial services provider. Those who join our purpose-driven organisation enjoy a culture of collaboration, creativity, and mutual respect and are challenged to do their best to make a difference every day. We help everyday families achieve their financial goals and make a lasting difference in their lives and communities. What we do We help everyday families achieve their financial goals and make a lasting difference in their lives and communities. We will continue to do this by employing enthusiastic and talented Financial Advisers working across the country and equally talented people to be based at our Head Office in Bromley.

Your new company You'll be joining a well‑established, independent professional services firm that has grown significantly over recent years. The organisation supports a wide range of clients across multiple sectors and is known for its strong values, collaborative culture, and commitment to developing its people. With a supportive environment, smaller team structures, and a focus on personal relationships, the firm places great importance on training, progression, and delivering high‑quality client service. Your new role As a Wealth Management Administrator, you will play a key role in supporting financial advisers and paraplanners to ensure clients receive an exceptional service. This is a fast‑paced, structured role ideal for someone who enjoys organisation, problem‑solving, and building strong working relationships. • Act as a primary point of contact for client queries and ongoing service needs, • Prepare and issue review packs, valuations, fact finds, and meeting documentation, • Process new business applications across pensions and investments, • Liaise with product providers to obtain information and track application progress, • Maintain accurate client records and ensure all documentation meets compliance standards, • Support advisers and paraplanners with workflow, information gathering, and meeting preparation, • Manage diaries, schedule client review meetings, and coordinate administrative tasks What you'll need to succeed To be successful in this highly visible role, you will have: • Highly organised, methodical, and detail‑focused, • Strong communication skills and a proactive, positive attitude., • Ability to manage multiple tasks and work well under pressure., • Enjoys working collaboratively within a team., • Experience in administrative or financial services roles is essential., • Familiarity with financial planning systems and provider platforms is beneficial., • Confident using Microsoft Office applications., • Understanding of financial products is helpful, though full training will be provided. What you'll get in return • Competitive salary, • Workplace pension and life cover., • Access to an Employee Assistance Programme, including virtual GP services., • Discounts through employee reward platforms., • Access to wellbeing and fitness resources., • Regular one‑to‑one meetings to support personal development., • Client and staff referral bonuses., • Opportunities to participate in wellbeing or ESG‑focused groups., • A supportive, friendly working environment within a strong team culture. 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 hays.co.uk

Legal Billing Co-ordinator Your new company Become part of a progressive and adaptable law firm renowned for delivering high‑quality legal services to an entrepreneurial and forward‑thinking client base. The firm partners with both cutting‑edge startups and established global organisations, offering tailored legal support across core practice areas and specialist sectors. With a vibrant, collaborative culture and a strong commitment to professional development, the firm empowers its people to grow, innovate, and excel. Your new role As a Billing Administrator within the Finance team, you will manage the full billing cycle, ensuring invoices are prepared and issued accurately and on time. You’ll work closely with fee earners and clients, maintain meticulous billing records, and support broader financial operations, including month‑end and year‑end processes. Your role will be integral to ensuring compliance, efficiency, and accuracy across all invoicing activities. Key responsibilities include: • Preparing and issuing client invoices in line with firm policies, • Working with fee earners to verify accurate recording of billable hours and disbursements, • Managing WIP reports and resolving discrepancies, • Ensuring compliance with Solicitors Accounts Rules and VAT regulations, • Monitoring aged debt and partnering with Credit Control to address outstanding balances, • Producing ad‑hoc financial reports and maintaining up‑to‑date billing records, • Previous experience in billing or finance administration, ideally within legal or professional services, • Strong understanding of legal billing processes, VAT rules, and Solicitors Accounts Rules, • Exceptional accuracy and attention to detail, • Strong organisational and time‑management skills, • Proficiency in Microsoft Office, especially Excel; experience with Aderant is a plus, • Competitive salary up to £40,000, • Hybrid working arrangement offering flexibility, • A supportive, energetic workplace culture, • Clear opportunities for career progression and professional development, • Access to ongoing training and skills‑building programmes, • The chance to join a forward‑thinking firm that values innovation and high performance 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. 4716670

Fund Accountant | 15 month FTC Your new company This UK-based pensions and investment organisation manages retirement savings for over 350,000 members, overseeing more than £34 billion in assets while delivering administration and investment services across multiple pension schemes. Your new role This role is accountable for delivering timely, accurate fund accounting and financial reporting for the Private Markets investment entities, supported by effective oversight of Operating Partners and Third-Party Administrators. Core duties include completing the daily NAV review in accordance with relevant accounting standards and internal policies, and ensuring that data within the investment portfolio management system is complete, accurate, and high‑quality. What you'll need to succeed The ideal candidate will bring a strong understanding of private equity investment accounting, coupled with genuine enthusiasm for working in the private markets space. You’ll apply your technical expertise, ideally gained within a fund administrator or asset management environment, to help drive high‑quality financial reporting and insight. A passion for diving into data is essential, along with excellent Excel skills, including pivot tables, lookups, and building data‑driven models that power robust analysis. What you'll get in return You will get to work in an established and high-performing team and the opportunity for a long-term contract with the possibility of temp to perm. 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 on your career. # 4665721

Salesforce Technical Architect (Hands-On) Location: London (On-site – minimum 40% of time, non-negotiable) Engagement Type: Full-time 1. Job Summary We are seeking a hands-on Salesforce Technical Architect to provide architectural leadership across a Salesforce platform serving internal and external users in a regulated environment. This role is explicitly hands-on. The Technical Architect is expected to: • Define and document the right target architecture, • Validate architectural decisions through directly executed Proofs of Concept (POCs), • Produce high-quality architecture artefacts for governance and design forums 2. Key Responsibilities Architecture & Design Leadership • Define end-to-end Salesforce solution architecture aligned to business needs, platform strategy, and regulatory constraints., • Own architecture artefacts including:, • High-level and low-level design documents, • Data model designs, • Integration and security models, • Design and build Proofs of Concept personally to validate architectural patterns, technical feasibility, and non-functional requirements., • Use outcomes from successful POCs to directly inform architecture documentation and design recommendations., • Ensure architecture aligns with FCA governance, security, and compliance expectations., • Define and enforce architectural guardrails, patterns, and standards for Salesforce development teams., • Work closely with Product Owners, Technical Leads, and delivery teams to ensure architecture is practical and deliverable., • Support teams during complex delivery phases, releases, or remediation activities., • Provide architectural guidance while remaining pragmatic and delivery-focused. 3. Essential Skills & Experience • Strong Salesforce technical architecture capability in enterprise-scale orgs., • Extensive hands-on experience designing and building solutions using:, • Apex, • Lightning Web Components, • Salesforce configuration and data model design, • Strong architectural knowledge of:, • Salesforce platform architecture, • Service Cloud and Experience Cloud, • Security, identity, and access controls, • Data model remediation and refactoring, • Proven ability to produce clear, governance-ready architecture documentation., • Strong communication skills, able to explain complex technical concepts to senior and non-technical stakeholders., • Experience working within regulated or audit-heavy environments. 4. Nice-to-Have • Salesforce Certified Technical Architect (CTA) or progress toward CTA., • Experience supporting large-scale Salesforce transformations or remediation programmes., • Experience in financial services or public sector environments. 5. Certifications Essential: • Salesforce Administrator, • Platform App Builder, • Platform Developer II, • Integration Architecture Designer, • Data Architecture & Management Designer, • Sharing & Visibility Designer

Salesforce Technical Lead / Salesforce Lead Developer Location: London (On-site – minimum 40% of time, non-negotiable) Engagement Type: Full-time 1. Job Summary We are seeking a hands-on Salesforce Technical Lead / Lead Developer to provide day-to-day technical leadership within a scrum team delivering enhancements to a Salesforce org used by both internal and external users. This role combines senior-level development capability with technical governance, code quality ownership, and delivery leadership. The successful candidate will lead by example: designing, building, reviewing, and deploying Salesforce solutions while ensuring alignment with FCA development standards and Salesforce best practices. This is not a pure management role — the Technical Lead is expected to be actively coding, reviewing work, shaping technical decisions, and driving continuous improvement across the team. 2. Key Responsibilities (Day-to-Day) Technical Leadership & Delivery • Act as the technical lead within a scrum team delivering Salesforce configuration and custom development., • Lead solution design for stories and epics, ensuring designs are scalable, secure, and compliant with FCA standards., • Be hands-on in development across Apex, Lightning Web Components, configuration, and integrations where required., • Own code quality across the team, ensuring adherence to Salesforce best practices and FCA development standards., • Review Apex, LWC, and configuration changes through structured peer reviews., • Ensure test execution, code coverage validation, and meaningful Apex test classes aligned to real business scenarios., • Support deployments using agreed DevOps tooling (primarily Copado)., • Identify release readiness activities, contribute to implementation plans, and support deployment rehearsals., • Participate in governance forums such as Release Readiness and Handover as required., • Actively participate in scrum ceremonies (stand-ups, refinement, sprint planning, reviews, retrospectives)., • Challenge estimates constructively and provide informed input during planning., • Ensure items meet Definition of Ready (DoR) before entering sprint, raising issues early where needed., • Maintain visibility of technical risks, impediments, and improvement actions from retrospectives. 3. Essential Skills & Experience • Strong Salesforce technical leadership capability in enterprise environments., • Extensive hands-on experience with:, • Apex, • Lightning Web Components (LWC) / Aura, • Salesforce configuration and data model design, • Strong understanding of:, • Salesforce architecture, • Service Cloud, • Experience Cloud, • Salesforce Classic (where applicable), • Agentforce Public Services (and Omnistudio), • Good knowledge of DevOps processes and CI/CD in Salesforce environments., • Strong documentation skills, able to communicate designs to both technical and non-technical audiences., • Ability to collaborate effectively with Product Owners, testers, architects, and governance stakeholders., • Secure-by-design mindset, with consideration of data protection and regulatory controls. 4. Nice-to-Have • Experience working in regulated environments (financial services or government)., • Additional Salesforce certifications beyond core requirements., • Experience supporting data model remediation or complex refactoring initiatives. 5. Qualifications Salesforce Certifications (Essential): • Salesforce Administrator, • Platform App Builder, • Platform Developer I, • Advanced Apex Specialist Superbadge, • Lightning Web Components Specialist Superbadge, • Security Specialist Superbadge, • Service Cloud Specialist Superbadge, • Data Integration Specialist Superbadge, • Relevant custom Security / Data Trailmixes

Salesforce Technical Architect (Hands‑On) Location: London (On-site – minimum 40% of time, non‑negotiable) Engagement Type: Full-time 1. Job Summary We are seeking a hands‑on Salesforce Technical Architect to provide architectural leadership across a Salesforce platform serving internal and external users in a regulated environment. This role is explicitly hands‑on. The Technical Architect is expected to: • Define and document the right target architecture, • Validate architectural decisions through directly executed Proofs of Concept (POCs), • Produce high‑quality architecture artefacts for governance and design forums 2. Key Responsibilities Architecture & Design Leadership • Define end‑to‑end Salesforce solution architecture aligned to business needs, platform strategy, and regulatory constraints., • Own architecture artefacts including:, • High‑level and low‑level design documents, • Data model designs, • Integration and security models, • Design and build Proofs of Concept personally to validate architectural patterns, technical feasibility, and non‑functional requirements., • Use outcomes from successful POCs to directly inform architecture documentation and design recommendations., • Ensure architecture aligns with FCA governance, security, and compliance expectations., • Define and enforce architectural guardrails, patterns, and standards for Salesforce development teams., • Work closely with Product Owners, Technical Leads, and delivery teams to ensure architecture is practical and deliverable., • Support teams during complex delivery phases, releases, or remediation activities., • Provide architectural guidance while remaining pragmatic and delivery‑focused. 3. Essential Skills & Experience • Strong Salesforce technical architecture capability in enterprise‑scale orgs., • Extensive hands‑on experience designing and building solutions using:, • Apex, • Lightning Web Components, • Salesforce configuration and data model design, • Strong architectural knowledge of:, • Salesforce platform architecture, • Service Cloud and Experience Cloud, • Security, identity, and access controls, • Data model remediation and refactoring, • Proven ability to produce clear, governance‑ready architecture documentation., • Strong communication skills, able to explain complex technical concepts to senior and non‑technical stakeholders., • Experience working within regulated or audit‑heavy environments. 4. Nice‑to‑Have • Salesforce Certified Technical Architect (CTA) or progress toward CTA., • Experience supporting large‑scale Salesforce transformations or remediation programmes., • Experience in financial services or public sector environments. 5. Certifications Essential: • Salesforce Administrator, • Platform App Builder, • Platform Developer II, • Integration Architecture Designer, • Data Architecture & Management Designer, • Sharing & Visibility Designer

Senior IFA Administrator – (Wealth Management experience essential) Location: central London – Hybrid working available (2 days in office) Salary: to £40K and bonus/benefits (DOE) Our client, a highly respected Chartered Wealth Management firm, is currently seeking a highly capable and proactive senior IFA Administrator to support 1–3 Financial Advisers. This is an opportunity to join a collaborative, forward-thinking team where client service and precision are at the heart of everything they do. You’ll play a vital role in ensuring a seamless client experience, managing day-to-day enquiries, coordinating planning tasks, and overseeing investment and administration processes. Key Responsibilities: Act as a key point of contact for client and adviser queries—proactively supporting and triaging requests. Coordinate tasks across admin, paraplanning, and advisory teams including new business, LOAs, annual reviews, and charge data. Take ownership of Annual Review processes, including updating financial plans and cashflow modelling using VoyantGo. Assist with complex cost disclosures and ensure efficient completion of investment and pension contributions. Perform investment administration tasks such as fund apportioning, rebalancing, approving fees, and managing quarterly reporting. Support future diary management initiatives for advisers and associated client schedules. Manage digital paperwork via DocuSign, check documentation, and collaborate with the Central Admin unit to resolve unallocated fees. About You: Professional, punctual, and well-presented, with excellent communication skills. A minimum of 2–3 years' experience in Financial Services Administration or Sales Support, essentially within Financial Planning/Wealth Management. Progressing toward the Diploma in Regulated Financial Planning, ideally with one or two modules already completed. Technologically proficient, with strong knowledge of Microsoft Office, particularly Word, Excel, and Outlook. Familiarity with Intelligent Office and exposure to financial planning tools such as Analytics Portfolio Builder and cashflow systems (desirable but not essential). Comfortable in a fast-paced, evolving role and keen to take ownership of varied responsibilities as the team continues to grow. Why Join? This role offers an excellent opportunity for someone who thrives on variety, enjoys supporting a team of high-performing advisers, and is looking to build a long-term career within a reputable wealth management environment. You’ll be part of a supportive team that values initiative, personal development, and high-quality client service. CV to

Job Title: Financial Services Administrator Location: Hybrid - 3 days per week in East Dulwich, London / 2 days from home About Our Client: Wealth Spring is a boutique, one-adviser financial planning business established in 2023. The firm currently supports 42 client families on an ongoing basis, with consistent growth year on year. This is an exciting opportunity to become the first hire within the business, working alongside the Director, playing a central role in supporting clients and shaping how the business operates as it grows. Wealth Spring offers a collaborative, forward-thinking environment with genuine opportunity for career progression as the business expands. Package Details: The successful candidate will receive a basic salary between £28,000 - £31,000 depending on experience & qualifications. Other benefits include: • Employer pension contribution of 5%, • 22 days holiday + 8 bank holidays (pro rata – 5.5 hour working day), • Hybrid working arrangement (3 days office / 2 days home), • Permanent, part-time position (27.5 hours per week – ideally across 5 days, can be condensed into 4 days for the right applicant), • Training and development support, including system learning (costs covered by Wealth Spring) Purpose of the role: The purpose of this role is to provide high-quality administrative support throughout the full client advice journey. You will support both the Financial Adviser and clients, ensuring smooth processing, clear communication, and an excellent overall client experience. You will be the operational backbone of the business. Duties and Responsibilities: • Provide exceptional administration support in the delivery of Wealth Spring’s business strategy., • Build strong, trusted relationships with clients, ensuring consistent and effective communication so that clients feel confident their instructions are understood and delivered., • Liaise with pension, investment and protection providers via email, portals and telephone., • Maintain and update client records using Intelligent Office and other internal systems., • Manage client queries, valuations, policy information, transfers and invoicing., • Preparing meeting documentation and supporting the adviser with pre and post meeting administration (attendance at meetings may occasionally be required within core hours)., • Managing work in progress and supporting efficient task management, • Support with occasional paper-based records and post where required., • Taking ownership of your ongoing professional development, • Suggest process improvements and service enhancements where appropriate. From provider conversations to valuations and transfers - you’ll make sure everything is handled properly, calmly and accurately. The Ideal Employee: • Strong working knowledge of core financial products including pensions, ISAs, General Investment Accounts, Bonds and protection., • Aware of all relevant FCA regulations and guidelines including MiFID II, GDPR and PRIIPS., • Confident using Intelligent Office and comfortable learning new systems independently., • Excellent organisation, communication and numeracy skills, both written and verbal. Experience required: • 2+ years’ experience within a UK financial advice firm in an administration capacity.

An established, fast‑growing private equity firm is seeking a proactive and highly organised Office Administrator to support its London office. If you enjoy being the central point of contact, keeping operations running smoothly, and supporting senior stakeholders, this role offers plenty of variety and impact. What you’ll be doing: • Managing day‑to‑day office operations and facilities, • Supporting senior leaders with admin, scheduling, travel and expenses, • Coordinating meetings, visitors, events and team activities, • Assisting with finance processes, record‑keeping and compliance tasks, • Providing basic IT support and liaising with external tech providers, • Supporting HR processes including interviews, onboarding and offboarding What we’re looking for: • Experience as an Office Administrator/Assistant, • Experience in financial or professional services, • Strong organisational skills and exceptional attention to detail, • Excellent written and verbal communication, • Confident with Microsoft Office, • Degree required This is a full‑time, on‑site role with the option to work from home on Fridays.

Office Manager & HR Administrator (Maternity Cover – 12 Months) Start Date: April 2026 Contract: Fixed-term (c.12 months) Location: London, Mayfair/Piccadilly Our client are seeking an experienced and highly organised Office Manager & HR Administrator to provide maternity cover for approximately 12 months from mid-April 2026. This is a broad and hands-on role combining HR administration, operational oversight, IT coordination and full office management responsibilities. The successful candidate will ensure the smooth day-to-day running of the office while supporting a high-performance culture aligned with the firm’s values. The role requires strong organisational capability, sound HR foundational knowledge, commercial awareness, and confidence working closely with senior stakeholders. It also requires strong people skills with confidence working with people from different backgrounds and personalities. The candidate must be unflappable under pressure and flexible to meet business needs with a ‘can do’ attitude. Human Resources Administration & People Operations: • Oversee the full recruitment lifecycle (job specifications, salary benchmarking, candidate assessments, reference checking)., • Manage Internship Programme screening and interview scheduling., • Coordinate Internship Performance Reviews, ensuring meetings are scheduled, documented, and final forms shared with interns., • Manage onboarding and offboarding processes (including PeopleHR enrolment)., • Manage the firm’s office calendar and ensure team adherence to annual and sick leave policy., • Manage Annual Leave requests and sick leave record via the PeopleHR platform., • Implement and manage the performance management framework, ensuring Partners and VPs complete reviews on time. Job Description: • Organise team offsites and social events., • Maintain and develop internal HR policies and procedures., • Liaise with the Compliance Manager to ensure employment law compliance., • Manage the firm’s Skilled Worker Sponsorship License (renewals, Certificate of Sponsorship allocations etc.)., • Oversee daily office operations and manage main inbox (info@)., • Meet and greet guests and oversee client hospitality., • Coordinate travel logistics and visa arrangements., • Support corporate event planning (in coordination with the VP of Marketing where required)., • Support front office team with client tombstone procurement., • Drive operational efficiency initiatives., • Automate processes aligned with the firm’s digital AI strategy., • Support with researching into alternative AI based platforms especially for CRM., • Develop and maintain business continuity plans., • Update office-related policies (Health & Safety, Disaster Recovery, GDPR)., • Support the Financial Accounts Manager in reviewing the operational budget (overhead costs)., • Monitor operational costs and identify cost-saving initiatives., • Manage expense submissions and receipt tracking in the absence of the Financial Accounts Manager, • Manage insurance renewals (D&O, Professional Indemnity, Employers’ Liability, Health)., • Manage office equipment procurement (tracking warranties and lifespans)., • Maintain office inventory (stationery, kitchen supplies, refreshments)., • Job Description, • Manage vendors and supplier contracts (including platform/software subscriptions)., • Manage office space planning and lease arrangements. Experience needed: • 4–6+ years’ experience in HR administration and Office Management, or Operations roles that include an element of HR admin., • Experience managing recruitment cycles., • Sound knowledge of basic UK employment law and HR best practice., • Experience coordinating external suppliers and IT providers., • Experience supporting budgeting and cost monitoring processes., • Strong organisational and project management capability., • Strong people skills, approachable and empathetic by nature., • Experience working under pressure and adapting to constant changes., • Desirable, • Experience within financial services or corporate finance., • Experience working with accounting expenses software, particularly Xero Expenses.

This career opportunity is available at Santam Syndicate 1918 for a HR Administrator, who will be based in the UK & have right to work in the UK. WHAT WILL YOU DO? The HR Administrator will provide day-to-day operational HR support across the employee lifecycle. This role will report to the HRBP Lead. This role ensures accurate HR administration, compliance with UK employment law and Lloyd’s market practices, and supports people initiatives that enhance engagement and performance. WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE? Key Responsibilities: HR Administration: • Maintain accurate employee records in the HRIS (e.g., PeopleSoft, SAP SuccessFactors, BambooHR)., • Process onboarding documentation and conduct induction scheduling., • Manage employment contracts, letter generation, and staff file updates., • Manage the HR inbox and respond to routine employee and manager queries, • Assist hiring managers with interview coordination., • Support leavers and exit documentation processing. Employee Relations Support: • Respond to employee queries on policies, benefits, and procedures., • Assist with preparing documentation for probation reviews, annual reviews, disciplinaries, and grievance cases. Payroll & Benefits Support: • Collate and submit payroll changes to the payroll provider., • Maintain employee benefits data and support enrolment processes. Compliance & Reporting: • Support HR reporting and data analytics (e.g., headcount, turnover)., • Ensure compliance with UK employment law, GDPR data requirements, and Lloyd’s regulatory standards., • Support audits and regulatory submissions as required. HR Projects: • Support HR team on projects such as policy reviews, wellbeing initiatives, and process improvements. QUALIFICATIONS AND EXPERIENCE: • A-levels or equivalent; Degree preferred, • Level 3 CIPD Certificate (or working towards) highly desirable., • Minimum 2–5 years administrative experience in HR, ideally within financial services, insurance, or professional services., • Competent IT skills, including proficiency in Microsoft Office applications (Excel, Word, Outlook)., • Experience with HRIS/HR databases., • Understanding of UK employment law, UK payroll basics, and GDPR., • Strong verbal and written communication skills., • Excellent organisational skills, • High level of attention to detail and ability to manage multiple tasks. Advantageous: • CIPD Level 3 or Level 5 Diploma in People Practice (or equivalent)., • Experience in a Lloyd’s/insurance market environment., • Experience working with UK benefit schemes (pension auto-enrolment, health care)., • Familiarity with HR process improvement initiatives. COMPETENCIES AND SKILLS: • Managing employee lifecycle documentation, employment contracts, and accurate HR records., • Handling sensitive data in line with GDPR and UK employment law., • Responding to employee queries and liaising with managers professionally., • Prioritising tasks, meeting deadlines, and managing multiple workloads., • Using HR systems confidently with strong attention to detail. PERSONAL ATTRIBUTES: • A self-starter with ability to initiate action and be proactive, • To have strong organisational and time management, • Ability to collaborate with all stakeholders – internal and external, • Ability to influence, • To have strong attention to detail, • To have a client and outcomes focus, • To be flexible and adaptable

Client Account Manager / Administrator/ Financial Services Administrator/£40k/London Some firms say client service matters. This role is where that actually gets delivered. I’m recruiting for a financial planning business looking for a Client Account Manager / Administrator who can keep the wheels turning across reviews, new business, provider chasing, and day-to-day client support. You’ll need to know your way around financial planning admin already. This is not an entry-level role. What you’ll do: • Prepare review packs, • Manage LOAs, • Chase providers, • Process pensions, investments and protection business, • Keep CRM records accurate, • Support advisers and help keep client work moving What you’ll need: • Experience in an IFA, wealth management or financial planning firm, • Confidence handling end-to-end admin processes, • Strong organisation and follow-up, • Good working knowledge of pensions and investments, • A calm, professional approach with clients and providers, • Proper attention to detail What you’ll get: • Bonus, • Increased pension contribution, • PMI+IP+CIP, • 25 days holiday plus bank holidays, • Option to buy 5 more days This suits someone who takes pride in getting the detail right and likes being the person people rely on.

Job Title: In-House Paralegal / Company Secretarial Administrator Location: Central London Salary: to £60,000 depending on experience Hybrid: Yes Leading UK based commercial services firm are looking for a paralegal / company secretarial administrator to join their in-house legal team and provide comprehensive support to the Group General Counsel across a wide range of legal, compliance, data protection, ESG and administrative matters. Key Responsibilities Company Secretariat (CoSec) and Board Support • Manage and maintain the conflicts of interest, directorships, IPR and PoAs registers, • Maintain minute book and other corporate files, • Answer KYC queries, • Assist General Counsel and in-house CoSec team with other governance and compliance tasks, • Assist the legal team with NDAs, • Manage the contracts register and maintain accurate records, • Assist the legal team with litigation matters – delivery of documents, filings, update files, • Manage the register of leases and calendar, • Maintain the data breaches tracker, • Renew data certificates and manage ICO registrations, • Assist with legal aspects of risk register and business continuity, • Maintain claims register, • Maintain register of loans, loan notes, • Develop and maintain parent company guarantees register, • Support the legal team with intra-group financial and other arrangements. It is essential that you have at least 12 months’ experience as a paralegal from another in-house environment and have a solid understanding of contracts cycle, compliance and governance. You must also have a proven track record dealing with company secretarial work. Fantastic opportunity for an in-house paralegal to join a leading financial services firm and work with real autonomy and take on a high level of responsibility. McKinlay Law endeavour to contact all successful candidates within 24 hours. However, due to the volume of applications that we receive, we are not able to respond to every candidate individually. If you have not heard from us within 24 hours your application has been unsuccessful and we have not retained your details.

A highly regarded boutique financial planning and employee benefits advisory firm is seeking an Financial Planner Support / Senior Administrator to support its lead financial planner and expanding corporate client portfolio. Established in recent years and experiencing strong organic growth, the firm now advises on £125m+ of client assets and continues to build long-term partnerships with businesses and their employees across the UK. The organisation prides itself on delivering thoughtful, client-centric advice and maintaining exceptional service standards. Core duties and responsibilities • Provide quality administration and analytical support to planners and clients, • Process letters of authority, liaising with providers to gather plan information and summarising policy details once received • Prepare for client meetings and process action points post-meeting, • Process new business in line with company procedures and compliance requirements, • Implement client recommendations, process fund switches and update valuation details, • Diary management for advisers, organising client meetings, greeting clients, • Manage the ongoing client review process and prepare investment overview presentations, • Proofread client reports to understand the client’s circumstances and the rationale of advice given, as well as checking for grammatical and brand errors • Generating the supporting documentation for client reports, • Support financial planners with preparation for quarterly investment management meetings, • Dealing with general client queries and administration required by the team, • Managing cash balances and cash movements, • Build relationships with external product providers and suppliers, • Assisting with the creation of social media content and drafting blog posts for the company website to enhance client engagement and brand visibility Key competencies required • Excellent attention to detail and organisational skills, • Confident and competent communication skills – verbal and written, • Excellent record keeping, • Ability to multi-task, • Demonstration of initiative, • Good working knowledge of financial planning systems and processes, • High integrity and ability to maintain confidence, • Strong focus on delivering high quality client service, • Ability to work under pressure as part of a team, • Strong software skills with good knowledge of MS Word, Excel and Outlook, • Ability to build effective insenior ternal and external relationships Experience/Qualifications • Proven experience in a financial service administrative role, • Knowledge of client relationship management software within financial services i.e. Intelligent Office or similar Compensation Package on Offer £40k to 50k basic plus full benefits offering and bonus. Hybrid Working 4 days onsite at the central London (Piccadilly) office expected, and 1 day from home

Senior Systems Administrator (Finance Systems) - Sage Intacct Perm role Salary - £50k + 10% bonus Remote Role - UK based We're looking for a Senior Systems Administrator to own and optimise our finance systems landscape, ensuring performance, scalability, compliance, and seamless integration across platforms. This is a high-impact role partnering with Finance, RevOps, IT, and external vendors to drive system excellence and structured governance .Key Responsibilities Own and optimise the finance systems ecosystem including Sage Intacct, Salesforce, DataBlend, AvaTax, and expense platforms Manage and enhance CRM-ERP integrations, ensuring data integrity and seamless process flow Oversee Salesforce data structures, financial objects, and system architecture alignment with ERP Support and optimise billing, revenue recognition, tax, and core finance processes Drive automation and continuous improvement across finance system workflows Lead structured governance, change management, and release frameworks Manage system configurations, upgrades, enhancements, and vendor relationships Ensure compliance, audit readiness, and strong internal controls Partner cross-functionally with Finance, IT, Sales Ops, and external consultants Develop documentation, SOPs, and scalable best practices What We're Looking For Proven experience administering finance systems, ideally Sage Intacct Strong understanding of CRM-ERP integrations and Salesforce architecture Experience with billing, revenue recognition, tax engines (eg, AvaTax), and financial reporting Knowledge of structured change frameworks and governance models Strong stakeholder engagement and communication skills Process-driven mindset with a focus on optimisation and automation • Industry, • IT Services and IT Consulting, • Software Development, • Job Functions, • Analyst, • Administrative, • Finance

Treasury Analyst Specialist/Financial Administrator £140 per day (Umbrella Company)/3 to 6 months rolling - City of London (Bank/Cannon Street area) - 2 days in the office JOB SUMMARY: A global leading fintech solutions company and member of the Fortune 500, seek an experienced Treasury Analyst Specialist/Financial Administrator to help maintain and administer the companies global bank accounts. Position Type - Treasury Analyst Specialist/Financial Administrator: • Business Justification (Purpose of Hire): Need contractor to assist with bank administration related to acquisition., • Updating bank account signers, setting up services, updating KYC/AML, opening new accounts, closing existing accounts, etc., • You will open, close and perform all maintenance activity, including AML/KYC requests from banking partners., • Open/Close bank accounts as necessary., • Maintain open bank accounts as necessary. This includes adding/removing services and updating the bank account signers., • Complete AML/KYC requests from our banks., • Work with internal Treasury colleagues to set up data transmissions with our banks., • Maintain bank account data in Treasury databases (eBAM and Quantum)., • Report bank account data to internal departments and verify/correct discrepancies., • Assist in the bi-annual global signatory audits., • Assists in clearing emails received to the Treasury email box. Bachelor's degree in accounting, finance or the equivalent combination of education, training, and work experience. GENERAL KNOWLEDGE, SKILLS & ABILITIES for the Treasury Analyst Specialist/Financial Administrator: • Experience working with external global banks in the daily administration of bank accounts., • Experience with handling/completing AML and KYC requests., • General knowledge of cash management activities and the ability to understand and apply concepts., • Knowledge of banking functions and general accounting principles, financial statements & practices., • Ability to create spreadsheets and demonstrate proficiency in the use of Microsoft Office, accounting, reporting and other related software., • Ability to meet deadlines, work independently, plan and work in an organized manner and rely on sound judgment to plan and accomplish goals., • Ability to handle stressful situations., • Attention to detail, accuracy and confidentiality., • Ability to handle daily responsibilities and special projects simultaneously., • Communicates ideas both verbally and in written form in a clear, concise, and professional manner. £140 per day (Umbrella Company)/3 to 6 months rolling - City of London (Bank/Cannon Street area) - 2 days in the office

A leading multi disciplinary Construction Consultancy are now seeking an Assistant Building Surveyor to join their established team. This Assistant Building Surveyor opportunity offers structured development, varied project exposure and clear progression within building surveying. The Assistant Building Surveyor will support senior building surveyor professionals across a broad range of instructions, gaining hands on experience in building surveying services across commercial and public sector portfolios. This Assistant Building Surveyor role is based within a collaborative office environment with regular site exposure. The Company?The successful building surveyor will be joining a well established consultancy with a strong pipeline of repeat client work. The Assistant Building Surveyor will work within a supportive team, delivering practical solutions across a wide range of property assets. The business continues to secure new instructions and offers clear routes for progression within building surveying. The RoleAs the building surveyor you will support senior team members across a diverse workload and assist throughout the full project lifecycle. The role will include:* Assisting in delivering building surveying work in line with statutory requirements and internal systems* Supporting senior building surveyor professionals acting as Contract Administrator* Assisting with measured surveys, condition surveys and access audits* Contributing to design solutions and preparing technical reports* Supporting party wall, dilapidations and other related instructions* Monitoring financial performance of projects using internal systems* Assisting in managing client workloads and framework agreements* Supporting business development activities and identifying new project opportunities* Undertaking additional duties as required The Assistant Building Surveyor?You will be a motivated and committed individual with a genuine interest in building surveying. Applications from non construction related building surveyor backgrounds will not be considered. The Assistant Building Surveyor must have:* A BSc in Building Surveying or be in the final year of study* Ability to produce clear and accurate reports* Working knowledge of current Building Regulations and Planning legislation* Strong communication skills and a collaborative approach* Ambition to progress towards professional qualification In return……?* Competitive salary dependent on experience* Bonus scheme* Car benefit scheme* Health insurance cash plan* Annual leave with buy and sell option* Season ticket loan* Enhanced family leave* Professional qualification support If you are a building surveyor and are considering your career options, please apply for further information. London / Consultancy / Building Surveying / Building Surveyor

Salesforce Data Administrator Twickenham £36,000 per annum The Role The Salesforce Data Administrator is responsible for the day-to-day administration and effective use of SPEAR’s Salesforce-based client platform, In-Form, ensuring that data is accurate, secure, and used consistently across the organisation. The role plays a critical part in supporting SPEAR’s homelessness services by maintaining high-quality client and service data, enabling reliable reporting, performance monitoring, and evidence-based decision-making. Working closely with frontline teams, Directors of Operations, and senior leaders, the postholder ensures that data systems and reporting meet GDPR, contractual, and statutory requirements, and support accountability to funders and commissioners. Through effective system administration, user support, and data governance, the role helps ensure that SPEAR can demonstrate impact, monitor service delivery, and continuously improve outcomes for people experiencing homelessness. At SPEAR, you’ll be part of a friendly, skilled charity team dedicated to ending homelessness. We offer comprehensive training, opportunities to progress, and strong wellbeing support, so you can thrive while helping others do the same. Your Benefits • Generous holiday – 26 days plus public holidays, rising by up to 5 extra days with length of service, • Wellbeing & EAP – 24/7 Employee Assistance Programme with free counselling, money, and legal advice, • Health support – Occupational health service and free annual eye test (with contribution towards glasses if required), • Cycle to Work – Save on a new bike and accessories through salary sacrifice, • Season ticket loan – Interest-free loan for annual travel passes, • Moving house day – Extra day’s leave when you move home, • Financial security – Life assurance (4x salary) and interest-free emergency staff loan, • Family-friendly policies – Enhanced maternity and adoption pay, plus flexible working options, • Career development – Ongoing training, learning, and progression opportunities, • Blue Light Card – Discounts across a wide range of shops, restaurants, and services

Cash and Bank Reconciliation Officer Based in Broxbourne, Hertfordshire Permanent, part-time, 22.5 hours per week Salary (as of 1st April 2026): £19,334 - £21,483 per annum (FTE £31,794 - £35,327) We have an exciting opportunity for a finance administrator to step into an essential role with our dedicated organisation. In this part-time role, you'll support the day-to-day management of cash and banking activities, helping to ensure payments are made on time and funds are managed effectively. Working with banks and internal teams, you'll ensure accurate records are maintained, accounts are reconciled, and any discrepancies are resolved. You will also assist with financial reporting, process payments and receipts, and help ensure all activities follow financial policies and procedures. Additionally, you'll provide occasional support to the wider finance team, including cover for the Rent and Service Charge Officer when needed. Were looking for someone with - Experience of working in an administrative role in a finance function - Experience of carrying out reconciliations - Knowledge of general routine accounting and cash and bank management processes - Strong analytical and problem-solving skills - Strong IT skills - MS Office (intermediate Excel skills) Were a social business, based in Turnford and across southeast Hertfordshire, helping local people by renting or selling affordable homes. We offer services designed to help our customers live comfortably in their homes, and we work to keep our buildings and estates maintained, offering support when money becomes an issue or when people get older. Our mission is to make a sustainable, positive change to the housing crisis for our customers and communities. We enjoy a benefits package that offers something for everyone, including - 27 days holiday per year plus bank holidays (pro rata for part-time colleagues). - Buy and sell holiday scheme. - Cross-organisational bonus scheme. - Up to 12% pension contribution. - Life assurance cover. - Funded health cash plan or subsidised private medical insurance. - Discount vouchers. - Enhanced family leave. - Range of special leave. - Car loans, cycle to work and electric car lease scheme. The closing date for this vacancy is 23rd March 2026. We are a Disability Confident employer, which means that we offer an interview to a fair and proportionate number of disabled applicants who meet the minimum selection criteria for the job. Other organisations may call this role Finance Administrator, Finance Assistant, Accounts Administrator, Accounts Assistant, Accounts Payable Clerk, Accounts Receivable Clerk, Finance Clerk, or Bookkeeper. Were committed to building an inclusive workplace where equity, diversity and inclusion are part of our culture, as we recognise the benefits of a diverse workforce. Our 3-year EDI strategy outlines how well achieve this. We strongly welcome applications from underrepresented groups and groups which are identified as a priority within our strategy, including LGBTQIA+, Black, Asian and Minority Ethnic communities, applicants with disabilities and people under 30. We understand that some candidates, particularly from certain groups, may hesitate to apply unless they meet every requirement. While were looking for people with the right skills and experience, we also value diverse backgrounds and transferable skills. If you meet most of the criteria and believe youd thrive in the role, we encourage you to apply. All our vacancies are open to flexible working arrangements, something we are really proud of. The extent to which flexible working is possible will vary between jobs according to the needs of the business and our customers. So, if youre looking for a flexible, part-time role as a Cash and Bank Reconciliation Officer, please apply via the button shown. This vacancy is being advertised by Webrecruit. The services advertised by Webrecruit are those of an Employment Agency. TPBN1_UKTJ

Property Disposals Manager London Bridge Up to £50,000 Hyde is recruiting a Disposals Asset Manager (Residential Properties) who will have the responsibility of preparing void properties for disposal through different sales routes. This will involve analysing all relevant property data, preparing business plans and overseeing the repair or refurbishment of numerous void properties, simultaneously. It is important that you understand the property market and how to create value from existing assets. Key Duties • Complete a pre-inspection desk top analysis of the property based upon internal data and public information., • Undertaking the scoping / inspection of void assets to assess repair requirement and its potential for refurbishment using a standard specification appropriate to the location/potential value of the property., • Be able to demonstrate an understanding of residential building construction, the refurbishment and repairs process and buildability., • Be able to Identify any potential structural and/or damp issues both internally and externally., • Undertaking options/financial appraisals using appraisal software., • Preparation of a business plan including a summary of the required works, photographs of the asset, sourcing market comparables and undertaking residual valuations., • Procurement, coordination and review any additional surveys i.e. structural, damp etc., • Working with the Contract Manager/Administrator in reviewing contactors pricing, interrogation of contractors pricing, and value engineering of the works schedule., • Ability to assess and recommend the correct disposal method (repair, refurbishment/major or minor works/ sell as is based on agreed financial performance KPI.), • Engaging architect (from a framework to be established) to design extension, conversions and/or deconversion of assets., • Review and comment on planning applications whilst collaboratively working with Architect, Principal Designer, Contractor and Contract Manager/Administrator., • Attend inspections of works on site and progress meetings with Contract Manager/Administrator and report on progress to the Senior Project Manager. Hyde is part of the Hyde group one of the UK’s leading housing providers, managing and owning around 120,000 homes nationwide. We’re committed to building safe, sustainable communities where people can thrive. With a strong social purpose, long-term investment plans, and a focus on innovation, Hyde is a place where you can grow your career while making a real difference. Essential Skills and Experience • Strong knowledge of Residential Property Market, • Strong knowledge of the refurbishment and repairs process and challenges, • A good ability to formulate a business case supporting the disposal route of an asset that achieves the best value, • Knowledge of various disposal channels available to a Registered Provider, • Previous Experience in a similar role, • Excellent pension scheme, • Generous holiday allowance, • Life assurance, • Award-winning flexible benefits platform, • Support for learning and career development Equity, diversity and inclusion are central to life at Hyde. We’re committed to creating a truly inclusive workplace where everyone feels respected, valued and able to be themselves. Our aim is to have a workforce that reflects the diversity of the customers and communities we serve, ensuring that different perspectives are represented in decision-making, service delivery, and the way we shape our organisation. By fostering an environment where all voices are heard and valued, we can better understand the needs of our communities and deliver services that are fair, accessible and impactful. As a Disability Confident Employer, we’re committed to providing reasonable adjustments throughout the recruitment process and beyond. We reserve the right to close this advert early if a suitable candidate is identified.

Action Against Public Authorities Paralegals | Nationwide opportunities | Competitive Salary A Leading law firm is looking to recruit dedicated and experienced Actions Against Public Authorities Paralegal / Caseworker for highly sought permanent position. Gemini Recruitment are currently partnering with a large and established law firm. Our client serves corporate entities and private individuals in over 25 practice areas from offices throughout London and across England and Wales. Our client’s accomplishments are acknowledged and recommended in The Legal 500 and Chambers and Partners, as a top tier firm. Our client holds the Investors in People Gold Accreditation Quality Standard Mark and is LEXCEL, Cyber Essentials Plus and ISO accredited and regulated by the Solicitors Regulation Authority. About the role: We are seeking a skilled and experienced Paralegal / Caseworker to join the Claims Against Public Authorities and Inquest department. The successful candidate will conduct supervised casework and also support other lawyers in the department. You will be involved with case preparation generally and, as part of that role, will be expected to conduct legal research, take proofs of evidence from clients and witnesses, attend both court hearings and conferences It is imperative that you can demonstrate an unwavering commitment to protecting individual citizens’ civil liberties and a preparedness to fight hard to enforce their human rights. Previous experience in this specific area is highly desirable but all applications will be considered. Main Responsibilities of the Role: • Report directly to Department Director, • To work cohesively within a team but also prepared to take responsibility for individual work., • To exercise financial control over work carried out, with particular regard to the conversion of work in progress and ensuring that billing targets are met., • To ensure Quality Control compliance as defined in the Office Manual in regard to Lexcel, Investors in People and any other quality mark implemented by the firm, dealing with noncompliance matters in an efficient and timely fashion., • To retain accreditation qualification if applicable, • To ensure the successful development of the firm, in line with the Business Plan, this will require participation in marketing events to ensure the continuous growth of the Department, and that the turnover target set for your Department is achieved., • To assist in dealing with complaints received on your cases., • Drafting of legal documents, liaising with clients and advocacy skills if applicable, • To assist with audit enquiries, when applicable, • Minimum 1 year of paralegal practice required; experience in actions against public authorities is highly desirable., • A strong academic record and demonstrable experience relevant to this role; legal aid experience is essential, • Experience in Legal Aid and Litigation is essential (Ideally within Inquests/CAPA), • Excellent organisational skills, with the ability to prioritise tasks and manage time effectively, • Familiarity with the Legal Aid Agency’s online CCMS system would be an advantage, • Legal skills and knowledge, Negotiation skills and Analytical skills On offer is an attractive salary package, a supportive team environment and real prospects for promotion. The Company will allow hybrid-working in accordance with the company policy. The company is committed to Equal Opportunities and embraces diversity and inclusivity of its staff and strives to ensure that their workforce reflects the diversity of the communities they serve. About Gemini Recruitment: Gemini Recruitment is a leading recruitment agency specialising in legal recruitment. We provide a highly focused service specialising in placements for Solicitors, Legal Executives, Trainee Solicitors, Paralegals and Legal Support Staff. We have intimate knowledge of specific opportunities in the legal market across the UK. By applying to this vacancy you give Gemini Recruitment Services Limited permission to submit your CV to the hiring company and you accept the T&C's, Privacy Policy and Disclaimers which can be found on our website.

In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Financial Planning Administrator (Full-Time) Location: Loughborough - Hybrid Salary: Up to £30,000. Why Join Us? Were looking for a proactive Financial Planning Administrator to join a values-driven, collaborative wealth management firm. Youll be part of a team of advisors and paraplanners delivering high-quality financial planning services. Your work will directly impact client satisfaction, and your development will be supported with study resources and career progression opportunities. Benefits: 34 days holiday including bank holidays, increasing at 3 & 5 years Option to buy or sell up to 5 days per year Pension auto-enrolment with enhanced contributions Life insurance (4x salary) and income protection (60% salary) Employee assistance program 24-hour confidential support Flexible working, including homeworking Support for professional development and exam funding Friendly and collaborative team environment About the Role: As a Financial Planning Administrator, you will manage a portfolio of clients alongside a financial planner and paraplanner. Your role is hands-on, varied, and client-focused, ensuring plans are implemented accurately and efficiently. Key Responsibilities: Deliver exceptional client service as part of a three-person team Implement clients financial plans and manage ongoing service Liaise with clients via telephone and email; prepare meetings and packs Gather, input, and maintain accurate client data Perform AML checks and maintain compliance records Process applications and Letters of Authority (LOA) Support advisors and paraplanners with administrative and compliance tasks What Were Looking For: Minimum 3 years experience as a Financial Planning Administrator or similar role in wealth management/IFA environment Strong attention to detail and accuracy Comfortable with technology and multiple platforms, including IO Excellent communication and active listening skills Self-motivated, organised, and adaptable Team player with a can-do attitude and willingness to learn Desirable Skills: Awareness of financial services legislation, GDPR, AML, Treating Customers Fairly Experience supporting vulnerable clients Knowledge of compliance processes and structured financial plan implementation How to Apply: Submit your CV today! Our specialist consultants will contact candidates who match the requirements to discuss the opportunity and your career goals. Due to high application volumes, only successful candidates will be contacted. If you havent heard from us within 7 days, please assume your application has not been successful. TPBN1_UKTJ

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

Senior IFA Administrator (Financial Services). Are you a Senior IFA Administrator looking to step into Paraplanning in a stable role for a Financial Services business known for looking after their staff, offering a funded Level 4, 36 days' holiday, and the opportunity to earn an annual bonus?. This

Full-time | 12 month contract| Hybrid role We are looking for a Credit Support Administrator to join a growing team within a fast-paced financial services environment.

A financial services firm in Swanley is seeking a Financial Administrator to support the Client Service Team. Ideal candidates will have experience in financial services, strong organizational and communication skills, and proficiency in Microsoft Office.

A financial services firm in London is seeking a Financial Services Administrator to support IFAs and Directors. Experience in financial services and knowledge of basic compliance is essential.

Financial Services Administrator. Our client has been established for over 40 years, providing outstanding professional financial planning services to its clients for personal and business goal. IFA/Financial Services Experience of products and basic understanding of FCA regulatory framework.

Type of Position: Financial Administrator (IFA) - London, Harrow. The Administrator will help provide admin support to both the office manager and financial adviser. Experience of working within financial services preferable.

The role involves providing comprehensive administrative support, managing the Admin Inbox, and assisting in generating reports. A reputed financial services organisation in London is seeking an experienced administrator. Candidates should have prior corporate administration experience and be skille

A financial services firm in the City of London is seeking an experienced Senior Client Services Administrator to enhance client service and improve practices within the Client Administration department.This hybrid role requires a minimum of 2 years in a similar position, strong interpersonal skills

A financial services company is looking for a Customer Service Administrator to join their Bromley team on a 6-month fixed-term contract. Responsibilities include handling inbound calls, responding to customer inquiries, and liaising with Financial Advisers.

A leading company in the UK financial services sector is seeking a BPA Payroll and Administration Manager to oversee the delivery of core business operations.In this role, you will manage the Third Party Administrator, ensure compliance, and enhance customer experience through effective relationship

Due to extensive growth and multiple acquisitions, Fusion Consulting Group are looking to recruit an experienced tax administrator to play an instrumental role in the running of our Private Client Tax function.The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services

OPERATIONS MANAGER (WEALTH MANAGEMENT) - EPSOM.We are working with a well-established SJP Practice based in.The role is office-based in Surrey and requires experience in the Financial Services industry as an administrator or team leader.Provide high level technical and administrative support to the

Are you a self-motivated marketing enthusiast looking to make your mark in the financial services industry? We are seeking a dynamic Marketing Administrator! If you have a flair for digital marketing, a keen eye for detail, and a passion for creating engaging content, this might be the perfect oppor

A financial services company in Watford is looking for an Administrator to manage references, update CRM data, and handle client communications. The ideal candidate should have previous administration experience, strong communication skills, and the ability to manage their own diary.

A leading recruitment agency in the financial services industry is seeking a Marketing Administrator to enhance their digital marketing efforts.The role involves managing website content, creating engaging marketing materials, and developing social media strategies.Ideal candidates should have exper

We are recruiting a Finance Administrator on behalf of our client, a well-established IFA financial services organisation based in Central London. IFA or financial planning/Wealth Management environment - Required. IFA or financial planning environment.

Job Title: Recruitment Administrator. Our client is a London-based law firm that provides partner-led legal services across corporate, real estate, private client, dispute resolution, and financial regulatory areas, maintaining a service model grounded in long-term relationships, agility, and person

A minimum of 2–3 years' experience in Financial Services Administration or Sales Support, essentially within Financial Planning/Wealth Management. Our client, a highly respected Chartered Wealth Management firm, is currently seeking a highly capable and proactive senior IFA Administrator to suppor

Administrator needed for financial services practice.

Administrator £14.83ph-£16.84ph Temp 3 months-ASAP Start Financial Services Bank Station Hybrid working 9.30am-5.30pm A leading international accountancy firm requires an Administrator on a three-month temp basis asap. Key Responsibilities: Accurately transferring data from Excel into the internal system Checking and validating information to ensure complete accuracy Conducting research to gather and verify relevant information Liaising with internal teams to clarify and confirm detailsThe candidate: Intermediate to advanced proficiency in MS Office (Excel, Outlook, Teams and Word) Previous database or CRM experience is advantageous but not essential Exceptional attention to detail with a high level of accuracy Strong written and verbal communication skills Proactive, organised and able to take initiativeIf you are an immediately available administrator wanting to build on current skills please send your CV forward today. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK

A Repairs Administrator / Coordinator is responsible for overseeing and managing repair and maintenance activities, This is working for a company that specialise in residential Construction. This position is a 1 Year Fixed Term Contract. Here are the key duties for this role: 1. Coordination and Scheduling: * Coordinate Repairs: Act as the primary point of contact for tenants, clients, or employees reporting repair issues. * Schedule Repairs: Organize and schedule repair work with contractors, technicians, and maintenance staff, ensuring timely response and completion. * Monitor Progress: Track the status of repair work to ensure timely completion and address any delays or issues that arise. 2. Communication: * Liaise with Stakeholders: Maintain communication with tenants, property managers, and maintenance teams to provide updates on repair status. * Issue Notifications: Notify relevant parties of upcoming repairs, potential disruptions, or completed work. * Handle Inquiries: Respond to inquiries regarding repair timelines, processes, and other related concerns. 3. Documentation and Reporting: * Maintain Records: Keep detailed records of all repair requests, work orders, contractor communications, and completed work. * Prepare Reports: Generate regular reports on repair activities, including costs, completion times, and any recurring issues. * Invoice Management: Review and approve invoices from contractors and service providers, ensuring accuracy and compliance with agreements. 4. Vendor and Contractor Management: * Select Vendors: Identify, evaluate, and select contractors and vendors for repair and maintenance work. * Negotiate Contracts: Negotiate service contracts, pricing, and terms with vendors and contractors. * Evaluate Performance: Monitor the performance of contractors to ensure quality work and adherence to deadlines. 5. Budget Management: * Manage Budgets: Oversee repair and maintenance budgets, ensuring that all work is completed within financial constraints. * Cost Control: Identify opportunities to reduce costs without compromising quality or safety. * Forecasting: Assist in budget forecasting for future repair and maintenance needs. 6. Compliance and Safety: * Ensure Compliance: Ensure all repairs and maintenance work comply with local regulations, building codes, and safety standards. * Safety Oversight: Monitor repair activities to ensure safe work practices are followed by all involved parties. * Update Protocols: Review and update safety protocols and maintenance procedures as needed. 7. Problem Solving: * Resolve Issues: Address and resolve any disputes or issues that arise during the repair process. * Assess Repair Needs: Evaluate repair requests to determine urgency, priority, and the best course of action. * Provide Solutions: Develop solutions for complex repair issues, working with technicians and engineers as needed. 8. Customer Service: * Customer Satisfaction: Ensure a high level of customer satisfaction by promptly addressing repair needs and maintaining open communication. * Feedback Collection: Collect feedback from tenants or clients on the quality of repair services and use this information to improve processes. 9. Inventory and Resource Management: * Manage Inventory: Oversee the inventory of repair materials, tools, and equipment, ensuring availability for maintenance staff. * Order Supplies: Order and replenish supplies as needed to support ongoing repair and maintenance activities. 10. Continuous Improvement: * Process Improvement: Continuously assess and improve repair coordination processes to increase efficiency and effectiveness. * Training: Provide training to maintenance staff or new team members on repair procedures and best practices. This role requires strong organizational, communication, and problem-solving skills, as well as the ability to manage multiple tasks and stakeholders simultaneously