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Salary up to £34,000 per annum \n Hybrid working \n Support with clear training and career development \n UK200-listed commercial firm \n \n We’re working with a respected law firm looking for a Trusts Administrator to join their Tax and Estate Planning team. This is a varied role supporting the administration of trusts where the firm is appointed as professional trustee, with responsibility for maintaining accurate records, monitoring key dates and ensuring ongoing trustee and tax obligations are met. \n \n You’ll work closely with fee earners, trustees, clients, financial advisers and the firm’s Tax and Trusts Compliance Adviser, providing ongoing administration and helping to ensure trusts are managed accurately and in line with regulatory requirements. \n \n Your day-to-day: \n\n • Review and maintain records of trusts where the firm is appointed as professional trustee.\n, • Monitor key dates and take appropriate action, including liaising with fee earners and contacting clients where required.\n, • Obtain instructions from clients in relation to ongoing trust administration services.\n, • Prepare and maintain accurate trust accounts, including details of trust assets, income and significant events.\n, • Maintain organised and accessible trust documentation and records.\n, • Arrange annual review meetings with trustees, financial advisers and other relevant parties.\n, • Prepare file notes and resolutions relating to important trustee decisions.\n, • Prepare reports for trustees and clients, including annual accounts, recommendations and relevant changes in legislation.\n, • Ensure trust assets are correctly registered in the names of the appropriate trustees.\n, • Monitor ongoing requirements such as policy premiums, insurance cover and other trust administration matters.\n, • Work closely with the Tax and Trusts Compliance Adviser on trust compliance and taxation matters.\n, • Assist with Trust Registration Service (TRS) registrations and updates.\n, • Assist with Automatic Exchange of Information (AEOI), including FATCA and CRS requirements.\n, • Apply for Legal Entity Identifier (LEI) numbers where required.\n, • Coordinate trust tax returns, including SA900 self-assessment returns, 60-day CGT returns and IHT100 inheritance tax returns.\n, • Coordinate tax payments and liaise with accountants and other relevant parties to ensure deadlines are met.\n, • Check tax returns against trust records to ensure information is accurate and consistent.\n, • Assist with specialist trust requirements, including Vulnerable Person’s Elections and relevant Charity Commission requirements.\n, • Maintain accurate records and produce documents using Microsoft Word, Excel and Teams.\n\n \n What we’re looking for: \n\n • Previous experience in trust administration, private client or a related legal, tax or financial services environment.\n, • An understanding of trust administration, trustee responsibilities and relevant compliance requirements.\n, • Good attention to detail and the ability to maintain accurate records.\n, • Ability to manage key dates and deadlines, particularly those relating to tax and regulatory requirements.\n, • Good written and verbal communication skills, with the confidence to liaise with clients, intermediaries, fee earners and partners.\n, • Ability to work independently, use initiative and identify appropriate next steps.\n, • Good Microsoft Word and Excel skills.\n, • Willingness to undertake further training in Trust Accounting and Taxation of Trusts, such as STEP or MBL courses.\n, • An interest in working towards a STEP qualification where appropriate.\n\n \n What’s in it for you: \n\n • Salary up to £34,000 per annum.\n, • Hybrid working, with 2 days from home and 2 days in the office.\n, • 25 days annual leave plus bank holidays, with the option to buy extra leave.\n, • Pension scheme with employer contributions and life assurance.\n, • Enhanced family leave and comprehensive health and wellbeing support.\n, • Structured training, ongoing development and access to professional resources.\n, • Staff referral bonus, discounted legal services, social events and a paid birthday day off.\n\n \n If you have experience in trust administration and are looking for a role offering varied responsibility, professional development and hybrid working, apply now or contact Jack Lloyd on Jack.Lloyd@oculuslegalgroup.com

Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Advance Your Career as a Senior Pensions Associate at Gallagher! Are you a premier pensions professional looking to make a significant impact in a wide-ranging and encouraging environment? Join Gallagher, a global leader in insurance brokerage and risk management, as a Senior Pensions Associate (formerly known as a Senior Pension Administrator position). With opportunities in Bristol, Manchester, Edinburgh, and Ipswich, this role offers you the chance to excel and grow in your career. Why Gallagher? We are dedicated to encouraging a culture of excellence, innovation, and teamwork. In this role, you'll play a crucial role in delivering outstanding service to our clients while mentoring and guiding junior team members. We offer a vibrant workplace where your contributions are recognized, and your career growth is supported. How you'll make an impact Within this role, you will take an active role in delivering a diverse range of occupational pension schemes, including Defined Benefit, Defined Contribution, and Hybrid pensions; ensuring all tasks are completed accurately and promptly. Responsibilities include allocating cases, performing and verifying both automated and manual calculations, and coordinating pensioner payrolls, as well as drafting and reviewing correspondence and reports, managing cashflows, investments, disinvestments, and invoices. Moreover, day-to-day aspects of this role also include:Provide supervision and training to several pensions administrators, encouraging a collaborative and productive team environment, as well as • Engaging with scheme members through various channels to address queries and offer solutions., • Working closely with team members and build positive relationships with supporting teams., • Supporting the Client Executive team and participate in client meetings or new business pitches as needed. About You We are looking to speak to individuals with demonstrated expertise in pension scheme administration, who is either pursuing or has attained the Pension Management Institute’s CPC qualification. The ideal candidate will possess strong analytical skills and a logical approach to problem-solving, along with proficiency in Microsoft Office and outstanding communication abilities. The role requires a team player who can effectively prioritize tasks to meet deadlines. Additionally, the candidate should be able to leverage their pensions knowledge and experience to peer review cases, ensuring that scheme members receive accurate and pertinent information. Gallagher Behaviors: • Leading Self: Demonstrate integrity, trust, and personal responsibility., • Leading Others & Relationships: Build diverse networks, collaborate effectively, and connect with influence., • Leading Results: Deliver client excellence, plan strategically, and work towards results., • Leading the Business: Demonstrate business knowledge, critical thinking, and innovation. Join Us and Shape the Future! At Gallagher, we invest in our people’s health, financial wellbeing, and career growth. If you're ready to tackle an exciting role as a Senior Pensions Administrator, apply now and become a part of our global success story. Your future starts here! #LI-TM2 Compensation and benefits At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, _. • Competitive compensation, • Comprehensive benefits programs designed to support your well-being, • Career development opportunities and ongoing learning, • A collaborative, people-first culture with accessible leadership, • The opportunity to do meaningful work with global reach and local impact At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our _ to stay connected to additional career opportunities. Although this role is listed as full-time, if you’re in a job-share partnership, work reduced hours, or have any other flexible arrangement, please still get in touch. We will also offer reasonable adjustments to the recruitment process if required, so please let us know. Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

Job title: Project Surveyor Location: Field based covering the North of England, the ideal candidate will live in or around Manchester, Stoke, Sheffield or Nottingham. Hours: 37 hours per week Package: Competitive salary, company car or cash for car allowance plus excellent Colleague benefits. About the role Due to growth within Churchill Estates Management, we are looking at expanding our Property Services team and are recruiting for a new Project Surveyor. This is a key role within Property Services, combining building surveying expertise with the practical delivery of planned, reactive and major works projects across the CEM portfolio. The post holder will undertake surveys, develop scopes, prepare tender documentation, support statutory consultation and manage projects through to completion, ensuring works are appropriately specified, commercially controlled and delivered safely, on time and to the required standard. The role provides technical, operational and commercial support to colleagues and stakeholders, using robust surveying information, clear reporting and effective contractor management to support long-term asset planning, service charge forecasting, compliance and value for money. The post holder is expected to identify risks early, recommend practical solutions and communicate technical matters clearly to non-technical audiences. Main responsibilities will include: Building Surveying, Asset Data & Technical Advice Undertake internal and external stock condition, defect and project-related surveys across the CEM portfolio, identifying age, condition, lifecycle, remaining life, budget costs, compliance risks and future maintenance requirements. Produce clear reports, recommendations, budget estimates, schedules of work and supporting evidence for defects, remedial works, major works and planned maintenance requirements. Provide technical and surveying advice to Property Services, Operations and Commercial colleagues, including due diligence input for new developments and support with service charge and contingency fund planning. Escalate urgent or unusual property-related issues, including unusual lease requirements or compliance risks, so that informed decisions can be made with colleagues and owners. Project Delivery & Major Works Lead or support the delivery of planned, reactive and major works projects, including but not limited to fire safety, roofs, external fabric, lifts, warden call upgrades, asset replacement and other property-related works. Ensure projects are appropriately scoped, specified, procured, programmed and delivered in line with approved budgets, governance requirements and customer expectations. Maintain effective project governance from initial survey and scope development through tender, award, pre-start, progress meetings, practical completion, handover, defects and close-out. Monitor project progress, risks, dependencies, contractor performance and cost movements, taking early action to avoid delays, avoidable disruption or cost overruns. Tendering, Contracts & Commercial Control Compile tender packs, review tender submissions and provide adjudication recommendations, ensuring decisions consider scope compliance, value for money, known contractor performance, risk and deliverability. Act as Contracts Administrator where required for planned and major works projects, including JCT contracts and other appropriate contract forms. Review variations, valuations, payment applications and commercial challenges, ensuring appropriate scrutiny, evidence and approvals are in place. Support the development and performance management of framework contractors, ensuring specifications, service standards and delivery expectations reflect operational needs. Statutory, Compliance & Risk Management Ensure works are planned and delivered in accordance with CDM, health and safety legislation, RAMS, building safety requirements, CEM policies and relevant statutory consultation requirements, including Section 20 where applicable. Proactively identify project and property risks, recommend mitigations and maintain clear records to support audit trails and decision-making. Work with the wider Property Services team to ensure works deliver an appropriate long-term resolution, rather than short-term fixes, and that asset change control is robustly managed. Communicate relevant legislative, compliance or best-practice changes to stakeholders and provide practical guidance where required. Stakeholder, Customer & Communication Excellence Communicate clearly and proactively with Operations colleagues, leaseholders, RTM Directors, landlords, contractors and consultants on project scope, progress, risks, disruption, decisions and outcomes. Chair or attend meetings with leaseholders, RTM Directors, residents' groups or landlords where required to explain the purpose, scope and benefits of works. Translate technical information into clear, accessible language for non-technical audiences. Build strong working relationships across Property Services, Operations and external stakeholders to support effective delivery and minimise customer disruption. Quality Assurance & Continuous Improvement Undertake quality assurance inspections, site reviews and spot checks as required to ensure works are delivered to specification and agreed standards. Identify root causes of recurring defects or process issues and recommend improvements to prevent repeat failures. Contribute to departmental reporting, KPIs, lessons learned, risk registers and board or SLT insight where required. Support the ongoing improvement of templates, scopes, handover packs, adjudication reports and project documentation. Budgets & Financial Responsibility Deliver projects within approved budgets, monitoring and challenging costs where appropriate. Provide budget estimates for planned works, future maintenance requirements and service charge or contingency fund planning. Ensure financial recommendations and decisions are evidence-based and comply with governance processes. Working hours are full-time, Monday to Friday 37 hours per week. This is a field-based role with frequent travel to developments across the CEM portfolio. The post holder should expect to be on site for a significant proportion of the week, with attendance at the Ringwood Head Office for meetings and team working as required. Occasional overnight stays may be required. About you Our new Project Surveyor will be someone who: Has strong technical knowledge of building construction, defects, planned maintenance, building safety, CDM and health & safety legislation. Has experience carrying out building surveys and preparing reports, specifications, tender documents and budget estimates. Has successfully managed property, maintenance or construction projects and contractor performance. Understands asset management, property lifecycle planning, service charge budgeting and delivering value for money. Can manage multiple priorities, work independently and maintain excellent attention to detail. Is an excellent communicator, able to explain technical information clearly to a range of audiences. Is confident building relationships, influencing others and constructively challenging where required. Is organised, proactive and solutions-focused, with sound judgement and a customer-first approach. Is committed to continuous professional development and able to travel regularly as part of the role. Your rewards Competitive salary Annual holiday entitlement - 24 days + Bank Holidays Day off on your birthday Company car or cash for car alternative Group Personal Pension Plan Life Assurance Private Medical Insurance John Lewis vouchers - £200 to all expectant mums and dads Eye Care Reimbursement Scheme Health Screening every 3 years Employee Assistance programme Reward card Colleague, Client and Land referral incentives Professional Subscriptions reimbursed Training Courses and support for CPD About us We are Churchill Estates Management, a progressive managing agent of privately owned leasehold Retirement Living accommodation. We manage nearly 300 developments nationally, supporting over 10,000 leaseholders and providing property services and customer care to more than 12,000 retired people. We are ambitious, growing rapidly, and committed to raising standards in Retirement Living. Join an award-winning, customer-focused business where people matter and where your leadership can make a lasting difference to customers, colleagues and communities. Our Values - TORCH: Trust | Openness | Respect | Communication | Honesty We understand the importance of protecting your personal data when you submit a job application. For more information on how we process your personal data please read our Privacy Policy. TPBN1_UKTJ

Are you an IFA Administrator or similar, coming from a background within the financial/legal/property services sector, looking to join a well-established, highly-impressive company, recognised as leaders within the wealth management industry for over forty years?. On offer for the successful IFA Adm

Preparing client packs and documentation ahead of meetings. This is a fantastic opportunity for someone who wants to develop a long-term career within financial services and become part of a supportive, client-focused organisation. Preparing client correspondence and supporting adviser processes.

We’re recruiting for an Administrator to join a successful financial services business in Sale, Trafford, supporting a team of experienced Financial Advisers and their clients.

Client Advisor/IFA Administrator.Are you a Client Advisor/IFA Administrator or similar, coming from a background within the financial/legal/property services sector, looking to join a well-established, highly-impressive company, recognised as leaders within the wealth management industry for over fo

Splunk Administrator- 12 Month Contract - Hybrid in Manchester - Inside IR35.An experienced Splunk Administrator within a large financial services environment.The position is responsible for the day-to-day administration, optimisation, and production support of the Splunk platform - including Splunk

Mortgage Administrator | Hybrid working after probation | Monthly bonus with OTE £38,000+ | Genuine career progression.If you have experience assessing or processing lending applications and are looking to build a long-term career in financial services, this Mortgage Administrator opportunity

NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team.This is an excellent opportunity for an organised and client-focused financial services professional looking to joi

Introduction At Gallagher Benefit Services, youre a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether its shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. Were a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If youre looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Advance Your Career as a Senior Pensions Associate at Gallagher! Are you a premier pensions professional looking to make a significant impact in a wide-ranging and encouraging environment? Join Gallagher, a global leader in insurance brokerage and risk management, as a Senior Pensions Associate (formerly known as a Senior Pension Administrator position). With opportunities in Bristol, Manchester, Edinburgh, and Ipswich, this role offers you the chance to excel and grow in your career. Why Gallagher? We are dedicated to encouraging a culture of excellence, innovation, and teamwork. In this role, you'll play a crucial role in delivering outstanding service to our clients while mentoring and guiding junior team members. We offer a vibrant workplace where your contributions are recognized, and your career growth is supported. How you'll make an impact Within this role, you will take an active role in delivering a diverse range of occupational pension schemes, including Defined Benefit, Defined Contribution, and Hybrid pensions; ensuring all tasks are completed accurately and promptly. Responsibilities include allocating cases, performing and verifying both automated and manual calculations, and coordinating pensioner payrolls, as well as drafting and reviewing correspondence and reports, managing cashflows, investments, disinvestments, and invoices. Moreover, day-to-day aspects of this role also include: Provide supervision and training to several pensions administrators, encouraging a collaborative and productive team environment, as well as Engaging with scheme members through various channels to address queries and offer solutions. Working closely with team members and build positive relationships with supporting teams. Supporting the Client Executive team and participate in client meetings or new business pitches as needed. About You We are looking to speak to individuals with demonstrated expertise in pension scheme administration, who is either pursuing or has attained the Pension Management Institutes CPC qualification. The ideal candidate will possess strong analytical skills and a logical approach to problem-solving, along with proficiency in Microsoft Office and outstanding communication abilities. The role requires a team player who can effectively prioritize tasks to meet deadlines. Additionally, the candidate should be able to leverage their pensions knowledge and experience to peer review cases, ensuring that scheme members receive accurate and pertinent information. Gallagher Behaviors: Leading Self: Demonstrate integrity, trust, and personal responsibility. Leading Others & Relationships: Build diverse networks, collaborate effectively, and connect with influence. Leading Results: Deliver client excellence, plan strategically, and work towards results. Leading the Business: Demonstrate business knowledge, critical thinking, and innovation. Join Us and Shape the Future! At Gallagher, we invest in our peoples health, financial wellbeing, and career growth. If you're ready to tackle an exciting role as a Senior Pensions Administrator, apply now and become a part of our global success story. Your future starts here! #LI-TM2 Compensation and benefits At Gallagher, we believe supporting our colleagues goes far beyond the role itself.For more information, visit our Benefits page. Competitive compensation Comprehensive benefits programs designed to support your well-being Career development opportunities and ongoing learning A collaborative, people-first culture with accessible leadership The opportunity to do meaningful work with global reach and local impact At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesnt align perfectly, we encourage you to join ourTalent Community to stay connected to additional career opportunities. Although this role is listed as full-time, if youre in a job-share partnership, work reduced hours, or have any other flexible arrangement, please still get in touch. We will also offer reasonable adjustments to the recruitment process if required, so please let us know . Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled) TPBN1_UKTJ

Client Support Administrator - Financial Planning. Previous experience in a financial advice firm is beneficial. Interest in developing a long-term career in financial services.

People Development Administrator Head Office - Didsbury £8,654.14 Part-Time, 9 month contract Monday to Friday, 15 hours per week. You will provide administrative support across the People Development team, helping colleagues access learning opportunities and ensuring learning records, systems and processes are maintained accurately. This is an exciting opportunity to join the People Development team during a period of change and development, providing essential support within a busy and evolving service. What You'll Be Doing Support the day-to-day administration of learning activities across Great Places. Help manage the People Development mailbox, responding to queries and directing requests appropriately. Support the administration of learning activities, including booking training sessions, arranging venues and Teams meetings, and issuing joining instructions. Support the booking of external courses, conferences and learning events. Maintain accurate learning records and attendance information across learning systems. Support colleagues with learning-related queries and access to eLearning and other learning resources. Raise purchase orders and support the processing of invoices and payments relating to learning activity. Deliver a high standard of customer service and identify opportunities to improve administrative processes. What You'll Need Experience working in an administration, business support or customer service role. Experience maintaining accurate records and documentation. Good IT skills, including Microsoft Office and digital systems. Good organisational skills and attention to detail. Effective written and verbal communication skills. Ability to manage your workload, prioritise tasks and work independently when required. A customer-focused approach with a commitment to delivering a positive experience. Ability to work collaboratively as part of a team. Ability to work accurately and reliably with minimal supervision. A positive and flexible approach to supporting colleagues and stakeholders. Experience of supporting learning, training, HR or people-related activities. Experience using a learning management system or similar digital platform. Relevant administration, customer service or business support training, qualifications or experience. What We Need From You A commitment to understand the challenges and opportunities that exist in the communities in which we work. We particularly value lived experience in social housing. A passion to advocate on behalf of people and communities. A commitment to work in partnership with others for the benefit of Great Places. A commitment to continuous learning and improvement. Ability to work flexibly and when needed. What we give you in return for your hard work and commitment Pension DC scheme (up to 10% contribution from both colleagues and Great Places) WPA Healthcare scheme starts at no contribution level with £1250 of savings available per year (option to increase & add family members) Ways of Working We offer some hybrid and flexible working Annual leave Start at 26 days annual leave, increasing up to 30 days within 5 years + Bank Holidays Reward & Recognition You Count Rewards are individual rewards for going above & beyond Professional fees The business pays the cost of one professional role related membership fee for each colleague The Market Place high street, restaurant & supermarket discounts, gym memberships, cycle to work, smart tech loans and much more Wage Stream You can access savings opportunities and early access to wages Health and Wellbeing Initiatives Our colleagues enjoy wellbeing campaigns throughout the year, with activities designed around our four pillars of wellbeing, these include career wellbeing, mental wellbeing, physical wellbeing and financial wellbeing At Great Places we believe the wellbeing of our colleagues is vital to enable them to deliver to great services, all your benefits can be used inside and outside of work. TPBN1_UKTJ

Financial Services Administrator/Transfers Case Handler. We are recruiting for Transfers Case Handlers to join our Pension Transfers out team. The job title if successful for the role is a Transfers Case Handler-Pensions Transfers Out.

Fintelligent Search is seeking a Mortgage Administrator in the UK to join a growing financial services team.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Altrincham, Cheshire Salary: £30,000 £34,000 (Dependent on Experience) Benefits: • 25 days annual leave plus your birthday off, • Company pension scheme, • Life assurance, • Perkbox employee benefits and discounts, • Company social events, • Ongoing learning and development opportunities, • Hybrid working following successful completion of probation, • Flexible working hours (Monday to Friday), • Supportive and collaborative working environment About the Company: Our client is a well-established and highly respected financial planning practice, providing tailored financial advice to business owners, professionals and high-net-worth individuals. Due to continued growth, they are looking to recruit an experienced IFA Administrator to join their friendly and professional operations team. This is an excellent opportunity for an experienced IFA Administrator who enjoys working in a fast-paced financial planning environment and takes pride in delivering exceptional client service. Key Responsibilities: • Manage the end-to-end processing of new investment, pension and protection business., • Submit new business applications accurately through St. James's Place electronic business systems., • Monitor and progress applications from submission through to completion, ensuring cases move efficiently., • Liaise with providers to obtain updates, resolve outstanding requirements and minimise delays., • Chase outstanding documentation, transfer requests and provider information., • Keep advisers and clients informed throughout the application process., • Maintain accurate client records using CRM systems., • Prepare client meeting packs, presentation packs and documentation for adviser meetings., • Support advisers with post-meeting administration and implementation of recommendations., • Ensure all documentation is processed in line with FCA regulations and internal procedures., • Arrange regular case review meetings with advisers to discuss pipeline progress., • Act as a key point of contact for advisers, clients and product providers., • Provide professional and timely updates to clients regarding their applications., • Support the day-to-day administration of the office., • Assist with ordering office supplies and contributing to improvements in administrative processes., • Provide additional administrative support across the wider operations team when required., • Take ownership of your new business pipeline, ensuring every case is progressed efficiently from start to finish. What We're Looking For: • Previous experience as an IFA Administrator within Financial Services or Wealth Management., • St. James's Place experience is essential, including experience using iBusiness., • Ideally a minimum of two years' experience in a similar IFA Administrator position., • Experience processing investments, pensions and protection business., • Excellent organisational skills with the ability to manage multiple cases simultaneously., • Exceptional attention to detail and accuracy., • Strong written and verbal communication skills., • Professional and confident telephone manner., • Proficiency in Microsoft Office, including Outlook, Word, Excel and Teams., • Ability to work independently while contributing positively within a team., • A proactive approach with excellent problem-solving skills., • High levels of integrity and professionalism when handling confidential information., • Candidates should ideally live within a 3040 minute commute of the Altrincham office, preferably within the South Manchester area. Desirable Skills: • Experience using Salesforce or other CRM systems., • Previous experience using St. James's Place systems, including iBusiness., • Good understanding of investment, pension and protection products., • Experience working within an Independent Financial Adviser (IFA) or Wealth Management practice. How to Apply: Interested? Submit your CV today! If your experience aligns with this IFA Administrator opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion. JBRP1_UKTJ

Finance & Office Administrator Location: Salford, M6 (Office-based) Hours: Monday to Friday, 09:15 – 17:15 Salary: £28,000 – £35,000 (dependent on experience) On-site parking provided About the Opportunity An award-winning, multi-brand property group is seeking an experienced Finance & Office Administrator to join its growing team in Salford. This established and expanding business operates across lettings, HMO management, property maintenance, and cleaning services. With multiple industry awards received between 2022 and 2025, the organisation continues to scale — and the Finance & Office Administrator role is central to maintaining financial control, compliance, and operational excellence. The Role: Finance & Office Administrator The Finance & Office Administrator will be responsible for supporting financial and contractual operations across multiple business entities within the group. This is a structured, process-driven position suited to a highly organised professional with strong client accounting experience and an understanding of regulated property environments. The successful Finance & Office Administrator will ensure accurate financial records, compliant tenancy administration, effective arrears management, and well-documented systems that support sustainable growth. Key Responsibilities of the Finance & Office Administrator Client Accounting & Financial Administration Reconcile client and tenant accounts accurately and within strict deadlines Maintain client money records in line with regulatory and internal requirements Monitor and manage rent arrears, escalating where necessary Raise, process, and manage invoices across multiple companies Maintain accurate financial records using Xero, PayProp, and internal systems Log and track financial activity and job records Support finance projects and process improvement initiativesTenancy, Contracts & Compliance Administration Coordinate onboarding of new properties, liaising with landlords and internal teams Ensure accurate and timely tenancy set-up for all new lets Manage the rent increase process within required deadlines Oversee tenant referencing and Right to Rent processes Support AML compliance, identity verification, and audit readiness Maintain organised and auditable tenancy recordsProcess Development & Operational Support Assist in the creation, review, and improvement of finance procedures Maintain and update the Finance & Operations SOP Manual Identify opportunities to improve efficiency, control, and scalability Support compliance readiness for client money audits and AML reviews Undertake general office coordination and administrative dutiesPerson Specification The ideal Finance & Office Administrator will have: Essential Experience Proven client accounting experience Experience within property, lettings, or HMO environments Strong working knowledge of Xero or equivalent accounting software Excellent numerical accuracy and attention to detail Strong organisational and time-management skills Ability to manage sensitive financial and personal data confidentially Understanding of AML requirements and regulatory complianceDesirable PayProp experience Experience supporting multiple business entities Knowledge of client money protection frameworks Experience contributing to SOP development or process improvementWhat the Finance & Office Administrator Role Offers A stable, full-time, office-based position Exposure to multiple business entities and income streams Involvement in finance systems, compliance, and operational improvement Opportunity to contribute to strengthening and scaling the finance function Long-term progression as the group continues to growIf you’re an experienced Finance & Office Administrator looking for a structured, professional environment where accuracy, compliance, and continuous improvement are valued — this role offers genuine stability and long-term growth. This role is handled by McCarthy Recruitment, an award‑winning multi‑sector recruiter. We believe that you matter and care about unlocking your full potential. Work with us to find your perfect role and start your journey today. LET’S GET SOCIAL: Web: (url removed)> LinkedIn: McCarthy Recruitment Facebook: McCarthyRecruitment Instagram: McCarthyRecruitmentLtd The Legal Bit: We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of race, sex, disability, religion/belief, sexual orientation or age. By applying for this role, you are explicitly consenting for McCarthy Recruitment to hold and process your data in compliance with GDPR

Mortgage Administrator | Hybrid working after probation | Monthly bonus with OTE £38,000+ | Genuine career progression If you have experience assessing or processing lending applications and are looking to build a long-term career in financial services, this Mortgage Administrator opportunity offers the chance to join a growing team where your development is genuinely supported. You'll gain exposure to specialist lending, work towards a funded CeMAP qualification, and be recognised through a competitive bonus structure. This is a role where you'll build valuable underwriting and lending experience while working in a collaborative environment that encourages progression. With hybrid working available after probation and structured training, it's an excellent opportunity to take the next step in your career. Package & Benefits Salary of £32,000 to £33,500 per annum, plus monthly bonus with OTE £38,000+. Hybrid working after probation, with two days working from home. Funded CeMAP qualification. 25 days' annual leave plus bank holidays and your birthday off. Healthcare cash plan. Pension scheme with up to 5% employer contribution. Monday to Friday shifts with three early shifts (9:00am to 5:00pm), two late shifts (11:00am to 7:00pm), and Fridays always finishing at 5:00pm.About the Company You'll be joining a specialist financial services business that provides tailored lending solutions to UK homeowners. The organisation is committed to responsible lending, delivering excellent customer outcomes, and investing in the development of its people. Key Responsibilities Review and manually assess second charge mortgage applications in line with lending criteria. Verify customer documentation, request additional information where required, and maintain accurate case records. Assess income, expenditure, and affordability to support responsible lending decisions. Liaise with customers and internal stakeholders while managing cases against agreed service levels and KPIs.About You At least 12 months' experience assessing or processing loan or finance applications, including backgrounds such as motor finance. Experience reviewing income and expenditure information as part of a lending process. Previous experience working within a lending, mortgage, or financial services environment.If you're looking for your next opportunity as a Mortgage Administrator, Loan Processor, Mortgage Underwriter, Loan Officer, or Case Manager, we'd love to hear from you. Click apply with your most recent CV for consideration. JL_FIN

The role: As our Estimator, you'll support our Estimating team by assisting with the processing of incoming enquiries, creation and maintenance of contracts on our operating system, and communicating with customers and manufacturers. You'll naturally promote and embrace our inclusive team environment and we're sure you'll have some fun along the way! #GoWithYourFlow Come and join us as a Estimator of Plumbing and Heating and build your career as part of a hugely successful Estimating team. Key Responsibilities: Work with a high level of accuracy and attention to detail. Work with spreadsheets and mass data to help drive estimating and business decisions. Provide an outstanding level of customer service with all communications with our customers and manufacturers. Manage incoming emails and phone calls in a professional and polite manner. Work regularly with spreadsheets and databases ensuring processes are maintained and reviewed in line with business requirements. Build and maintain relationships with our branches, suppliers and customers. Prioritise workloads to achieve deadlines in line with set timescales. You: You'll live and breathe our Customer First ethos, with an innovative and proactive approach to problem-solving. You'll enjoy working collaboratively with the wider Estimating team and you'll thrive on delivering excellent support to customers and manufacturers. Skills and competencies: Previous experience in a Estimating environment. Clear communication and able to work with various stakeholders. Computer literate and able to use Excel / Google Sheets (VLook Ups/Pivot tables will be seen as beneficial). Some knowledge of Plumbing and Heating industry would be beneficial, but by no means essential. It is highly likely you will have an interest in working in any of the following roles and/or markets: Buying, Category, Commercial, Construction, Contract Administrator, Contracts, Customer Service, Estimating, FMCG, Manufacturing, Mechanical, Negotiation, Plumbing & Heating, Procurement, Procurement, Retail. Us: From boilers to bathroom suites, tubing to towel rails and everything in between, we have all the products our customers need to complete the job. And we have all you need to build a successful career! With a network of more than 90 branches, PTS is ideally placed to meet the needs of customers, wherever they may be, and we offer a fast and efficient delivery service. PTS is also the sole supplier of key products and services to British Gas We're proud of our reputation for selling quality plumbing and heating products to both trade and retail customers and we're super excited about our future. We put our colleagues at the heart of all we do, giving them all the tools they need to be successful, happy and feel rewarded in their career with us. Benefits Package and Cultural Environment: Bonus Discounts, savings and cash back at numerous retailers Life assurance Extended family policy including maternity, paternity, additional annual leave and more Mental Health First Aiders and Employee Assistance Programme, we look out for each other Complete induction and a company that lets you grow and encourages development Financial education and loans Flexible working options A business striving to create an environment of inclusion so everyone can be their true self And more! #BelongWithUs We're passionate about creating an inclusive workplace that celebrates and values diversity. Bring your whole self to work regardless of age, disability, gender identity or reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, sex or sexual orientation. We don't want you to 'fit' our culture, we want you to enrich it. TPBN1_UKTJ

Project Administrator Semperian Group are looking to recruit a Project Administrator based at Wythenshawe Hospital on a part time (30 hours per week), permanent contract basis. The Project Administrator is to support the SPC Manager and Assistant SPC Manager in delivering contractual obligations to the client. In addition, the post-holder will be expected to provide administrative support across contract, legal, financial, operational and insurance led activities as well as office management activities. The employee will be expected to work as part of a team, capable of working under his/her own initiative when necessary. Project Administrator Responsibilities General office administrative and management duties IT and database maintenance: input, output and development Raising purchase orders and sales quotes, processing authorised invoices for payment, and supporting with financial spreadsheets. Tracking documents, including purchasing / invoicing, Variation and Change Notices, contractual obligations, damage claims and other data Organising meetings, on-line booking, rooms and events as required Taking and distributing minutes of meetings both on Teams and in person Project Administrator Requirements IT skills: good working knowledge of Microsoft Office, particularly Excel, Word and Teams Good standard of general education Compliance awareness Attention to detail Strong organisational, prioritisation and planning skills Ability to work on own initiative Successful DBS check of relevant level. About Semperian Group: Semperian Group is a dedicated team of infrastructure experts sharing a core understanding: that effective day to day management delivers value, stability and returns over the long term. As one of the largest SPV and Asset Management service providers to the PPP / PFI infrastructure market, we seek to protect and enhance the value of our investor’s assets, which currently stand at £3bn. Semperian Group welcome applications from ex-service and other former military personnel. We are committed to honouring the Armed Forces Covenant and supporting the Armed Forces community. Location: Wythenshawe Hospital Job Type: Permanent, Part Time (30 hours per week) Salary: Up to £25,000 Benefits: We are proud to offer a range of excellent benefits including family friendly policies such as enhanced maternity and paternity pay, menopause support, private medical insurance and healthcare cash plan, access to online GP services, generous pension plan, 25 days annual leave increasing with service, hybrid and flexible working opportunities, life assurance, and a commitment to ongoing learning and development opportunities including support with professional study and memberships. Diversity: We're incredibly proud to be an equal opportunity employer and are working to create a more diverse and inclusive workplace that celebrates diversity and creates equity amongst our employees. We are proud of the work we have done so far, but know that we still have a way to go both as an employer and in supporting the industry to represent the communities and society we operate in. We encourage applications from candidates of all backgrounds. If you require reasonable adjustments at any part of your application, please get in touch. REF-(Apply online only)

Supportive team culture | Structured career development | Excellent employee benefits | Specialist financial services training We are recruiting for a Graduate Administrator on behalf of a growing financial services business. This is an excellent opportunity for a graduate or early-career professional looking to build a long-term career within financial services. You will receive comprehensive training, develop specialist industry knowledge, take ownership of your workload, and benefit from clear progression opportunities within a supportive team environment. Joining an established operations team, you will gain valuable experience in pension transfers, client administration, and regulated financial processes. With ongoing investment in training, professional development, and employee progression, this role provides the ideal foundation to develop into senior administration, leadership, or wider operational positions over time. Package & Benefits for the Graduate Administrator: • Salary of £30,000 per annum. • Monthly performance bonus of approximately £100 to £150. • Private healthcare. • Profit share scheme. • 8% employer pension contribution. • Death in service cover. • Professional qualifications, structured training, and ongoing career development. Key Responsibilities for the Graduate Administrator: • Supporting pension transfer cases from instruction through to completion, ensuring all documentation is processed accurately and efficiently. • Coordinating client onboarding activities, preparing paperwork, obtaining electronic signatures, and maintaining accurate case records. • Liaising with pension providers, clients, advisers, and internal teams to ensure cases progress smoothly. • Managing your own portfolio of cases while providing support to the wider client services and operations teams. • Developing knowledge of financial services processes, systems, and regulatory requirements through structured training. About You• A graduate or early-career professional looking to develop a career within financial services. • Strong organisational skills with excellent attention to detail and the ability to manage multiple tasks. • Confident using business systems and maintaining accurate records. • Professional communication skills with the ability to build positive relationships with clients and colleagues. • A proactive approach with a willingness to learn and develop specialist industry knowledge. If you’re looking for a Graduate Administrator role that offers structured training, specialist financial services experience, and genuine long-term career progression, we’d be delighted to speak with you. Click apply with your most recent CV for consideration. JL_FIN

Compliance Administrator Fixed Term Contract - 4 months £26,824 Manchester Hamilton Woods are currently recruiting for a Compliance Administrator on behalf of an organisation in Manchester. Duties and Responsibilities of the Compliance Administrator: Engage with customers, operatives, contractors and suppliers to deliver a high-quality, compliant and cost-effective service. Maintain accurate compliance, customer service and repairs records, systems and databases. Support statutory and regulatory compliance, particularly across gas and electrical safety. Manage and support legal access processes, including injunctions where access is required for servicing or inspections. Monitor service performance and provide relevant data, reporting and analysis. Manage and prioritise workloads to ensure key targets, deadlines and compliance requirements are achieved. Ensure all relevant legislative and regulatory requirements are met, adapting processes where necessary. Work collaboratively with internal teams including Customer Services, Neighbourhoods, Health & Safety, IT, Investment and Finance. Identify and implement service improvements, using technology and improved processes to increase efficiency, customer experience and value for money. Support improvements across customer service, safety, productivity and financial performance. Contribute to a strong safeguarding culture, protecting children and vulnerable adults. To be considered for this exciting role, please contact Lucie Houston - Managing Consultant at Hamilton Woods or apply online with a covering note of your experience and suitability referencing the job ID number. Due to the exceptionally high level of applications if you have not heard back from HWA within 7 - 10 days, it is regrettable that we cannot respond to all applicants, and please assume your application has been unsuccessful

Pension Administrator Do you have customer service experience within financial services and enjoy speaking to clients and advisers on the phone? We're looking for a Pension Administrator to join a busy team, supporting clients and financial advisers with pension-related queries and administration. This role is ideal for someone with a background in finance, banking, investments, or pensions customer service who wants to build a long-term career in the industry. What You'll Be Doing Providing high-quality customer service to clients and financial advisers Handling pension-related queries and requests from start to finish Processing new business, transfers, and investment instructions Liaising with internal teams, advisers, and providers Ensuring all work is accurate, compliant, and completed on time Building strong relationships through clear and professional communication What We're Looking For Essential: Customer service experience within financial services (e.g. banking, pensions, investments, insurance) Confident speaking to clients and advisers over the phone Strong attention to detail and accuracy Good organisational and multitasking skills Comfortable working with numbers and systems Proficient in Microsoft Office (especially Excel) Positive attitude and willingness to learn What's on Offer 25 days holiday plus bank holidays Hybrid working (3 days office / 2 days home after probation) Private medical insurance (after 6 months) Life insurance (after 6 months) Pension scheme (after 3 months) Study support for financial qualifications Social events Working Hours Monday to Friday, 9am - 5pm (35 hours per week) Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

Supportive team environment | Clear career progression | Full training and qualification support | Excellent benefits package If you're looking to build a long-term career in financial services and enjoy delivering excellent customer service, this Client Support Administrator opportunity could be an excellent fit. You'll join a growing business where training is a priority and your contribution plays a key role in delivering an outstanding client experience. Whether you already have experience in financial services or you've built your career in customer service or administration, you'll receive structured training, develop specialist knowledge, and become part of a business with genuine opportunities to progress into senior customer service, operations, or leadership roles as it continues to grow. Package & Benefits • Salary £30,000 per annum. • Monthly performance bonus of approximately £200 to £300. • Private healthcare. • Profit share scheme. • 8% employer pension contribution. • Death in service cover. • Professional qualification support, comprehensive training, and structured career development. About the Company You'll be joining a private equity-backed financial services business with ambitious growth plans and a clear mission to make financial advice more accessible. The business is investing heavily in its people, technology, and future growth, with a dedicated in-house training academy, a collaborative culture, and a strong track record of developing and promoting employees from within. Key Responsibilities • Deliver excellent customer service while supporting clients through the pensions transfer and onboarding process. • Keep clients informed with regular updates, respond to enquiries, and ensure every client receives a smooth and professional experience. • Process documentation, obtain electronic signatures, maintain accurate records, and liaise with pension providers to progress cases efficiently. • Work closely with advisers and the wider operations team to deliver a high-quality customer experience and help continuously improve processes. About You • Previous customer service or administration experience within a professional office environment. • Experience managing customer enquiries, documentation, or administrative processes. • Experience using business systems and maintaining accurate customer records. If you're looking for a customer service role where you can develop specialist knowledge, receive industry-leading training, and build a long-term career within a growing financial services business, we'd love to hear from you, even if your CV isn't fully up to date. Contact Fintelligent for more information or a confidential discussion. AW_FIN

Seeking a detail-oriented Financial Services Administrator to support a Financial Planning firm.

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

Business AdministratorLocation: Horsham, (RH12)Salary: Up to £30,000 (FTE) Depending on experienceHours: Part Time - Hybrid working pattern availableBusiness / IFA Administrator. We are a busy and growing senior SJP Partner Practice based in Horsham, looking for an experienced and proactive IFA / B

Senior Financial Services Administrator supporting a financial planning team, ensuring smooth processes and high-quality service.

ACTUAL CLOSING DATE: Applications must be received by 2nd of September 2026 at 11.Please ensure that you read the full advert text and do not submit a CV, as these will be disregarded as they do not form part of SLC application process.If you require to submit additional information to support your

Job DescriptionAn exciting opportunity has arisen for an ambitious Invoice Finance Team Leader/Portfolio Manager to join the growing operations team of this established commercial finance provider in a leadership role.RESPONSIBILITIESOperational; Transaction Processing (own and company portfolio)Bas

EFT comprises a number of capabilities and propositions that support senior client stakeholders through complex equity capital markets and end-to-end M&A processes, including:M&A Finance assist services, providing hands-on support for finance functions in preparing for, managing and resolving signif

This role will be responsible for consolidating fragmented data sources, improving reporting quality, developing management dashboards, and transforming complex commercial, operational, technical, and financial information into actionable insights for regional and global leadership. Data Quality, Sy

Introduction Our Helpdesk operates a Pod-based support model, where small, cross-skilled teams are aligned to specific services and technologies.

Join us at a genuinely exciting moment for pension administration within Barnett Waddingham.As part of the rapidly growing Howden employee benefits business, opportunities for development have never been stronger.We are investing in our people, our teams and our operating model, creating clear route

IntroductionAt Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. Why join us?At Gallagher Benefit Services, we’re committed to creating a supportive and inclusive workplace where you can thrive.

Good all round understanding of associated Safety product offerings such as control rooms, operational policing, evidence management, biometrics and managed services. Good working knowledge of the Safety business arena Hands on experience of and of the following: Control Rooms, Operational Policing

Shift Team Leader (Atlas Point)Croda is a FTSE100 organization driven around our purpose of Smart Science to Improve Lives.With over 6,000 employees across 39 countries, we are focused on the research and development of novel and highly sustainable raw materials for the Life Sciences and Con

In this role, you will lead a multidisciplinary team supporting procurement operations, facilities management, vehicle fleet activities, and business support services.

CS plays a key role in the quality of the student, staff and visitor experience, providing services across diverse areas such as the University’s sporting facilities, food and beverage, cleaning, conferencing, hotel operations, day nurseries, Portering, post, branded and own-brand retail outlets,

Job SummaryID: AA10051806Department: Specialist ServicesType: full time.

Our new ERF in Tilbury, Essex, is currently under construction and we are looking for 5 Shift Team Leaders to join our team.This is a full-time role working 40 hours per week, initally Monday to Friday, but moving to a shift pattern when the plant becomes operational.The salary for this role is comp

Employee Assistance Program, supporting your emotional, physical, nutritional and financial wellbeing.

Temporary Accounts Administrator - Immediate Start Available.

Up to £30k dependent on experience & study level + Bonus + AAT study + benefits.Whitaker Smith are exclusively partnering with an ambitious, fast-growing SME looking to appoint an Accounts Assistant in a newly created position.This is a great opportunity for someone starting out in their career

Joining Meli is to embark on a journey without borders because the possibilities of growing and training here are endless.It is knowing that the world is yours and that you can work in many countries.And all with the feeling that you are part of a big family.It means knowing that you have started on

This is a strong next step for an experienced Customer Service Advisor, Customer Support Advisor, Client Services Executive, Customer Experience Advisor, or Contact Centre Advisor looking for genuine career progression within an established customer se.

Elton (Driver essential due to remote location).Monday 17th August to Friday 21st August.We are currently seeking a reliable and professional.Due to the remote location, candidates must have their own transport and be able to drive.This is a fantastic opportunity for someone with previous reception

What we offer our Front of House Team Leaders:.Competitive pay plus cash tips and tronc (that's your card tips that are paid into your bank).Annual profit share bonus, ensuring you share in the success of the company.Discounted stays in our hotels and inns.Great opportunities to grow in your role an