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Wealth Management Associate Berkswell (CV7)£32,000-£35,000 3 days office | 2 days home A highly established Wealth Management firm is looking to appoint a Wealth Management Associate to support its advisory team. This is a senior-level support position within a regulated wealth environment, providing advanced new business and ongoing servicing support - including exposure to higher net worth clients and more complex planning cases. The firm operates to high professional standards, with a strong focus on client experience, technical accuracy and regulatory alignment. You'll manage cases end-to-end, working closely with advisers and paraplanners to ensure the advice process runs efficiently and professionally.Responsibilities include: • Managing new business cases and preparing submissions to paraplanners, • Meeting preparation (new and ongoing advice), • Valuations, disinvestments, bereavements, fund switches, • Bonds calculations, CGT reporting and use of Analytics, • Supporting complex cases (pension transfers, IHT planning, protection), • Maintaining accurate client records in Salesforce, • Submitting business via iBusiness in line with regulatory standards, • Acting as escalation point for more complex client queries, • Liaising with advisers, internal support functions and third partiesThis is not entry-level administration. You'll need to be comfortable handling technical detail and higher value client arrangements.What they're looking for, • Experience within financial services support / wealth administration, • Strong organisation and attention to detail, • Confident written and verbal communication skills, • Comfortable speaking directly with clients, • Ability to manage multiple cases and deadlines, • Strong numeracy skills, • Professional, discreet and calm under pressureSalesforce experience and regulatory knowledge are advantageous.Structure, • Berkswell office (CV7 7SL), • 3 days office / 2 days home, • Permanent positionThis would suit an experienced Financial Services Administrator or Client Support professional looking to step into a broader, more technical Wealth Management Associate role within a well-run Partner Practice. If this aligns with your experience, message me to discuss further details confidentially.

Senior Financial Planning Administrator.

Paraplanner job – an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you’ll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step. In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients. Your responsibilities will include: • Preparing accurate and compliant suitability reports, • Undertaking detailed product research and financial analysis, • Supporting Advisers with client review packs and case preparation, • Managing post meeting actions, liaising with providers and obtaining outstanding information Paraplanner Requirements • Essential: Experience as a Paraplanner or Senior IFA Administrator, • Essential: Strong pensions and investments knowledge, • Essential: Experience writing suitability reports, • Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it), • Desirable: Experience using financial planning software or cashflow tools The Company A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly. Paraplanner Benefits • Salary typically in the region of £40,000 – £45,000 depending on experience, • Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan, • Free car parking available on site, • Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status, • Office-based with some flexibility depending on experience Ideal for candidates within commuting distance of Meriden. If you feel this Paraplanner job may be the right next step in your career, click Apply. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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

If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you. We aim to respond to all applications within 10 days. They are now seeking a highly professional, discreet and exceptionally organised Executive PA to

A Chartered Financial Planning firm in Coventry seeks a Senior IFA Administrator to join their dedicated support team.

As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners.

This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuri

A leading educational institution in Coventry is seeking a Senior Administrator for External Engagement and Student Experience.

A local government organization in Coventry is seeking a Senior Administrator to provide high-quality clerical and administrative support.

Job Description and Person Specification - Senior Administrator.

Due to recent client wins a leading Pension Consultancy are looking for Senior Pension Administrator’s to join their team. To apply for this role you must already be an experienced pensions administrator with relevant experience and knowledge of delivering administration services to Defined Benefi

Alexander Lloyd are seeking an experienced Senior Pensions Administrator to join an established Pension Administration firm on a fully remote basis. Act as a senior technical reference point for complex and non-standard cases.

Senior Finance Assistant An excellent opportunity for a finance professional with experience in bookkeeping, accounts payable, accounts receivable and financial reporting to support a busy education finance function. You will play a key role in financial systems, VAT returns, reconciliations and ledger management. If you’ve also worked in the following roles, we’d also like to hear from you: Accounts Payable Clerk, Accounts Receivable Clerk, Bookkeeper, Payroll Administrator, Finance Administrator, Senior Finance Officer, Finance Team Leader, Accounts Team Leader, Finance Officer SALARY: £25,064 to £30,348 per annum (pro rata salary) + Benefits LOCATION: Coventry, West Midlands JOB TYPE: Full-Time, Permanent (term time only) WORKING HOURS: 37 hours per week, 39 weeks per annum, Monday to Thursday 8:00am – 4:00pm, Friday 8:00am – 3:30pm JOB OVERVIEW We have a fantastic new job opportunity for a Senior Finance Assistant to join a central finance team within a growing education organisation. As a Senior Finance Assistant you will provide comprehensive financial support, ensuring accurate bookkeeping, reconciliations, VAT processing and effective operation of financial systems including Xero. The Senior Finance Assistant will support ledger management, BACS payments, credit control and month-end processes while helping budget holders maintain financial compliance and strong financial control. APPLY TODAY Ready to make your next career move? Apply Today for our Recruitment Team to review. DUTIES Your duties as the Senior Finance Assistant include: • Supervising Finance Assistants: Providing guidance, training and day-to-day support across the finance function, • Managing Payment Runs: Preparing and uploading BACS, same day and international payments for approval, • Processing VAT Returns: Preparing monthly VAT submissions and reconciling VAT control accounts, • Maintaining Ledgers: Managing purchase and sales ledgers, posting journals and completing reconciliations, • Credit Control: Monitoring outstanding balances and proactively chasing overdue payments, • Cash Handling and Banking: Ensuring income is receipted, banked and accurately recorded, • Supplier and Customer Set-Up: Validating and approving new supplier and customer accounts, • Budget Support: Assisting budget holders with financial monitoring and responding to queries, • Credit Card and Petty Cash Management: Processing transactions and reconciling accounts on Xero, • Financial Compliance: Supporting audit readiness and ensuring adherence to financial procedures CANDIDATE REQUIREMENTS ESSENTIAL • GCSEs grade C or above in Maths and English (or equivalent), • AAT qualified with current membership OR relevant work-based experience, • Previous experience in a finance function including cash handling and reconciliations, • Experience with accounting software such as Xero and Microsoft Excel, • Strong knowledge of accounts payable, accounts receivable and bookkeeping processes, • Excellent numeracy, attention to detail and ability to meet deadlines, • Ability to maintain confidentiality and data security, • Strong written and verbal communication skills, • Ability to work effectively within a team and across multiple sites, • Full driving licence and access to transport DESIRABLE • Experience within an education finance environment, • Experience supporting audit processes and statutory compliance, • Knowledge of budgeting and financial reporting within the public sector BENEFITS • Competitive rates of pay, • Professional development opportunities, • Career pathways across the organisation, • Teacher / Local Authority Pension Scheme, • Online retail discount, • Employee Assistance Programme, • Family Friendly policies to support family & carer commitments, • Flexible Working Arrangements This role will be subject to an enhanced DBS check and Social Media check APPLY TODAY… By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P14455 Full-Time, Permanent Jobs, Careers and Vacancies. Find a new job and work in Coventry, West Midlands. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. awd online | AWD-IN-SPJ

Wealth Management Associate Berkswell (CV7) £32,000-£35,000 3 days office | 2 days home A highly established Wealth Management firm is looking to appoint a Wealth Management Associate to support its advisory team. This is a senior-level support position within a regulated wealth environment, providing advanced new business and ongoing servicing support - including exposure to higher net worth clients and more complex planning cases. The firm operates to high professional standards, with a strong focus on client experience, technical accuracy and regulatory alignment. You'll manage cases end-to-end, working closely with advisers and paraplanners to ensure the advice process runs efficiently and professionally. Responsibilities include: Managing new business cases and preparing submissions to paraplanners Meeting preparation (new and ongoing advice) Valuations, disinvestments, bereavements, fund switches Bonds calculations, CGT reporting and use of Analytics Supporting complex cases (pension transfers, IHT planning, protection) Maintaining accurate client records in Salesforce Submitting business via iBusiness in line with regulatory standards Acting as escalation point for more complex client queries Liaising with advisers, internal support functions and third parties This is not entry-level administration. You'll need to be comfortable handling technical detail and higher value client arrangements. What they're looking for Experience within financial services support / wealth administration Strong organisation and attention to detail Confident written and verbal communication skills Comfortable speaking directly with clients Ability to manage multiple cases and deadlines Strong numeracy skills Professional, discreet and calm under pressure Salesforce experience and regulatory knowledge are advantageous. Structure Berkswell office (CV7 7SL) 3 days office / 2 days home Permanent position This would suit an experienced Financial Services Administrator or Client Support professional looking to step into a broader, more technical Wealth Management Associate role within a well-run Partner Practice. If this aligns with your experience, message me to discuss further details confidentially

Senior Insolvency Administrator - Central Birmingham - Growing Advisory Firm - Hybrid working. As a Senior Insolvency Administrator in this business, you’ll take responsibility for managing your own portfolio of corporate insolvency cases from start to finish.

Financial Planning Administrator.

An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick.

My Swindon based client are looking for a Senior Merchandise Administrator, who will be responsible for the sales and stock management within their own brand and marketplace platforms. Senior Merchandise Administrator – Marketplace, Own Brand & Wholesale.

At Colten Care we are proud to offer career development opportunities, and a range of pay enhancements across our roles.

We are now looking for a Senior Jira Administrator.

Based at our homes in Christchurch, New Milton, Lymington, Brockenhurst and Winchester.At Colten Care we are proud to offer career development opportunities, and a range of pay enhancements across our roles.

CB18809Step up your career in pensions! Were looking for an experienced Senior Pension Administrator to make a real impact, helping scheme members understand their pensions and ensuring smooth, accurate administration.

At SMART, we help lead organisations across the UK to keep their facilities running safely, efficiently, and sustainably.We’re proud to be an employer that values career progression.We offer structured training and clear progression routes to help you build a rewarding engineering career.We’re l

If you’re an experienced Senior Office Administrator looking for a varied and responsible role within a construction-focused business, we’d love to hear from you. Proven experience in a senior administrative, office support or operations role.

Senior Employee Benefits Administrator. Here at Alexander Lloyd, we are working with an employee benefits consultancy to support their search for a Senior Employee Benefits Administrator to join their team. You will join a collaborative team of Employee Benefits Administrators, providing day-to-day

Job Title: Senior Financial Administrator Location: Market Harborough Job Type: Full Time Salary: £27,000 £32,000 per annum (dependent on experience)OverviewAre you an experienced IFA Administrator looking for a senior, hands-on role where you can take ownership, work with clients, and support

OverviewAre you ready to shape the future of secure network and server infrastructure across a global organisation? At Expleo, we're expanding our UK Infrastructure Team and looking for a skilled Senior Infrastructure Engineer who thrives in a hands-on technical environment.

Our client who provide specialist knowledge and expertise to their customers, as well as upholding excellent company values, are now recruiting for ambitious and conscientious individuals to join their team.This will be on a full time, permanent basis from their bright and welcoming offices in Chelt

We are delighted to be working with a well-established and highly regarded accountancy practice based in Wisbech who are looking to appoint a Payroll Administrator or Senior Payroll Administrator on a permanent basis.

Central Employment is currently supporting a Darlington based group of companies with the recruitment of a Senior Payroll Officer.

Senior DevOps Systems Administrator£60,000 £65,000 DOE | Hybrid Working (1x day a month office) Are you an experienced DevOps professional looking for a role where you can genuinely influence architecture, tooling, and ways of wor

Senior IFA Administrator (Financial Services)£35,000 - £40,000 + Pension + Fully Funded Level 4 + 36 Days Holiday + Bonus + Training + European Weekends AwayBordon, HampshireAre you a Senior IFA Administrator looking to step into Paraplanning in a stable role for a Fi

The Senior Administrator will play a primary client relationship role, managing several complex clients structured as Jersey Private Funds, Joint Ventures, and Club Deals, ensuring an efficient service delivery.

Support senior leadership with reporting and operational tasks. Previous senior administration experience within education or SEN settings.

Senior Client Accounting Administrator. We’re looking for a Senior Client Accounting Administrator who demonstrates our.

Talent Acquisition Administrator - Senior Hires. Coordinatelengthy senior hiresrecruitment processes from interview to verbal offer. Be at the centre of PA’s hiring engine, supporting high-impactleadership hiring -primarily in the Senior Hires team and at times with other teams.