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About Servaada, a Wipro company: Servaada is Wipro's UK entity, authorised by the FCA (the UK financial services regulator) to undertake regulated activities on behalf of its clients, as an outsourced service provider. About the Role: Client Services Administration plays an integral role in ensuring that Servaada provides award-winning service. It is currently made up of five teams, each of which process high volumes of instructions ensuring all work is completed right first time, every time. The role is a fixed-term contract for 12 months, providing an excellent opportunity to gain significant experience and make a meaningful impact within a dynamic team. Your Benefits: As a Client Services Administrator you will receive a competitive salary, a generous benefits package and training & development in areas to help you improve. Key Responsibilities: • Customer Service – Provide award-winning administrative support to Financial Adviser firms migrating and bringing new business, • Accuracy – Maintain accuracy and accountability in an expanding and fast-paced environment, • Teamwork – Recognise the importance of working together as a team to maximise team, department, and company results, • Knowledge - Achieve and actively maintain skills and knowledge of the financial services industry. Focus on sharing knowledge and skills to continue to develop the team and its effectiveness, • Development - Develop new processes and challenging existing ones to maximise efficiency and accuracy. Focus on personal development to achieve industry and career progression, • Rules and Regulations – Utilise awareness of FCA regulations and the risks involved within the financial services industry to adhere to company procedures. Working within the relevant Service Level Agreements (SLAs) to exceed industry-standard expectations Skills, Qualifications and Experience: Essential: • Good academic record., • Computer literate (Outlook, Word and Excel)., • Good attention to detail., • Excellent interpersonal and communication skills., • Ability to work well individually and as part of a team., • Ability to work well under pressure and to tight deadlines. Desirable: • Have Wrap platform knowledge and/or experience., • Have a Financial Services qualification (E.g. IOC or CII)., • Understand Model Portfolios., • Have a high-level understanding of trading (this role does not involve trading but having a high-level understanding would be beneficial). Application of Individual Conduct Rules: Standard of conduct is reasonable under all circumstances relating to • Must act with integrity, • Must act with due skill, care and diligence, • Must be open and cooperative with the FCA and other regulators, • Must pay due regard to the interests of customers and treat them fairly, • Must observe proper standards of market conduct Equal Opportunities: Servaada is committed to diversity, equality, and inclusion in the workplace. All applicants welcome.

About Servaada, a Wipro company: Servaada is Wipro's UK entity, authorised by the FCA (the UK financial services regulator) to undertake regulated activities on behalf of its clients, as an outsourced service provider. About the Role: The Reconciliation & Banking Team works to ensure Servaada is adhering to client money protection rules. The team undertake daily reconciliations of client money accounts, oversee funding from the Corporate accounts for shortfalls, and process payments off the platform. Also includes completing checks on bank accounts and uploading payment files. The successful candidate will be key in both delivering team and individual targets within the appointed timescales, and to the highest standards. Your Benefits: As a Recs & Banking Administrator you will receive a competitive salary, a generous benefits package and training & development in areas to help you improve. Key Responsibilities: • Responsibility for the completion of the core team processes:, • Supporting the company’s on-going CASS adherence, • Daily internal and external client money reconciliations & investigation, • Internal and external custody reconciliations & investigation, • Regulatory returns & claims, • Liaison with third parties such as fund managers and banks, • Nominee and investment manager payment processing, • Cheque processing and banking, • Achieve departmental service level agreements (SLAs) and key performance indicators (KPIs), • Demonstrate flexibility during periods of high workload, assisting other services when required, • Support the business software infrastructure with user acceptance testing and disaster recovery cycles, • Achieve and actively maintain your skills and knowledge to adhere to the Training and Competence standards, • Work to continually improve business procedures and processes, • Meet all Financial Conduct Authority regulations, particularly CASS 6, 7 & 8, • Ensure that Treating Customers Fairly (TCF) principles are adhered to, including raising any areas for concern with either Line Manager or Compliance, • Manage risk effectively by informing Line Manager of any incidents, “near misses” or exposures to our risk profile. Comply with all Servaada policies and report any risks concerns to Line Manager, • You will, from time to time, be required to undertake other activities that fall within your capabilities as directed by management Skills, Qualifications and Experience: Essential: • Good attention to detail, • Excellent interpersonal and communication skills, • Ownership and accountability, • Excellent drive, with ability to work unsupervised and under own initiative, • Ability to work well under pressure and to tight deadlines, • Working knowledge of Excel, • Strong desire to learn and have holistic understanding of a process or issue, • A proactive and innovative approach to problem solving, applying logic and foresight to decision-making Desirable: • Investment Operations Certificate (IOC) or equivalent industry recognised qualification, • Financial services experience, • Understanding of investments and investment products, • Reconciliation background, • CASS knowledge, in particular CASS 6 and 7 regulations, • Proven track record in concern for and adherence to regulatory requirements Application of Individual Conduct Rules: Standard of conduct is reasonable under all circumstances relating to • Must act with integrity, • Must act with due skill, care and diligence, • Must be open and cooperative with the FCA and other regulators, • Must pay due regard to the interests of customers and treat them fairly, • Must observe proper standards of market conduct Equal Opportunities: Servaada is committed to diversity, equality, and inclusion in the workplace. All applicants welcome.

The Financial Planning Administrator provides support to the Paraplanner and Advisers in a variety of tasks and, in turn, delivers a professional, compliant, effective telephone and administration-based service to our clients. It is the role of the Financial Planning Administrator to act as a liaison between the adviser, provider and clients ensuring that the advice journey experience for clients and partners is both positive and efficient. Duties: • Sending out application forms for clients to sign and return., • Communicating with product providers on behalf of clients., • Acting as the point of contact for a client if an adviser is unavailable., • Updating various databases with correspondence and important information relating to clients., • Creating and sending off letters of authority., • Collecting relevant data from providers to enable Financial Planning Executives to review existing products., • Supporting Advisers and Paraplanners with administration tasks., • Keeping up to date with compliance, economic and legislation changes., • Scanning documentation into client files., • Answering the phones and making outgoing calls., • Meeting and greeting clients., • Any other duties that are reasonable required. What you will need to demonstrate in an interview: Self-Management and Organisation • Conscientious individual with the ability to think laterally and bring their own ideas to the table., • Diligent individual with good attention to detail and a naturally critical eye., • Self-awareness, someone who focuses on looking after their own wellbeing and those around them. People Skills • A personable character with the ability to get on with people from a diverse array of backgrounds., • Caring, empathetic with high morals and naturally trustworthy., • A desire to learn with an understanding and belief that feedback is not criticism but part of learning. Communication • Professional and personable communication skills both verbally and written., • Confident in connecting with people in the office and building rapport and relationships with others., • Good grammatical, written, proof-reading and language skills and able to transfer this into letter writing and putting together emails for clients and other external stakeholders. IT Skills • Proficient in using a computer/laptop with programmes like Word, PowerPoint etc. organising emails as well as adapting to the use of new systems., • Some skills in Excel such as setting up tables, formatting spreadsheets, implementing graphs and using formulas with the ability to pick up and learn more. Qualifications/Experience • Ideally a candidate will hold a degree, but we welcome applications from individuals who have experience working in a professional environment and can demonstrate they have the ability to learn the above skills.

HR / People Advisor Permanent Ideally full time but 4 days or condensed working week considered Swindon, Bath or Bristol with 2 – 3 days per week in the office Salary £35,000 to max £45,000 plus excellent benefits Henlee Resourcing is working in partnership with this well respected small to medium sized business with offices in Swindon, Bath and Bristol, to recruit a talented HR / People Advisor on a permanent basis. Ideally the role will be full time, however the business will be flexible for the right person (minimum 4 days or condensed working week). As HR Advisor you will be involved in a challenging and diverse role being the first point of contact for HR advice across all business areas. You will provide proactive end to end support and solutions across all stages of the employee life cycle which encompasses employee relations, performance management, policies and practices, organisational change and development needs. You will also support on recruitment activity, as required alongside the Talent Acquisition team. You will need to have regular attendance at the office (2-3 days per week with some occasional travel), to build positive working relationships with key stakeholders. You will be proactive and solutions focused, looking for continuous improvements to help foster a positive working environment. Key Accountabilities: • Advising and coaching line managers in key HR areas such as recruitment, employee relations, performance and absence management, employee engagement, change and wellbeing, providing support as required, • Support all people managers across the business to ensure best practice HR solutions are implemented and followed, • Discuss with managers resource needs and liaise with the talent acquisition team on sourcing of roles and supporting with interviews as necessary., • Liaise with managers regarding performance and development areas and support on processes where necessary, • Responsible for onboarding, delivering induction, providing a quarterly report on new starter check ins and supporting managers with the onboarding of new starters, issuing contracts and onboarding, • Responsible for all absence from work processes, such as holiday, family leave and sickness, • Supporting the annual pay review process, which includes benchmarking data, liaising with managers regarding pay and supporting the employee documentation to confirm changes, • Review all letters drafted by the HR Administrator such as contracts of employment, changes to terms & conditions, flexible working requests, probation passed letters, and other such letters as required, • Be responsible for reviewing all drafted leavers letters, completing all exit interviews and reporting back to the HR Business Partners on themes, • CIPD qualified - ideally level 5 / studying towards, • Sound understanding of HR policies, practices and employment legislation, with the ability to use this knowledge to advise, coach and influence at all levels, • Understanding and practical application of UK Employment legislative framework, • Evidence strong experience in HR processes and procedures, e.g. performance management, talent selection, leavers, absence management etc, • A naturally open communicator, ensuring the wider HR team are kept up to date with developments within the remit of your role, • Confident with the ability to deal directly with senior stakeholders and build relationships at all levels of the organisation, remaining objective yet assertive, • Proactive approach, comfortable to initiate or suggest process improvements, • Passionate about delivering the highest possible standards of service, with a positive 'can do’ attitude, • A desire to drive change and make things happen Henlee Resourcing is a specialist full service human resources recruitment consultancy operating across the South West, M3, M4 and M5 corridors.

At Places for People, we hire People, not numbers! So, if you like the sound of one of our jobs, please apply - you could be just who we're looking for! Of course, experience and track record are important, but we're more interested in hiring someone that embodies our People Promises. That's someone that does the right thing, is enthusiastic and motivated to grow, believes in Community spirit, is respectful and enjoys their work. As the UK's leading Social Enterprise we're dedicated to creating inclusive and thriving Communities for both our Customers and Employees. \n Over the last 30 years, Touchstone have identified different opportunities that have shaped our development. As part of the wider Places for People Group, we offer professional property management and create the best experience for our customers. \n More about the team \n Touchstone operates in a competitive commercial environment, requiring best use of resources to maintain a return to the Group both financially and socially. \n Reporting to the Operations Manager , we are looking to recruit a Property Administrator on a permanent basis. After a period of initial training (3 months), we are able to offer hybrid working options (3 days at home). \n More about your role \n As a Property Administrator, you will provide administrative support to a property management team in such a manner that client expectation and SLAs are met, whilst complying with statutory and contractual requirements. \n On a daily basis you will be progressing property sales and liaising with tenants, solicitors and estate agents regarding valuations and viewings. \n At Places for People, we are committed to a safe working environment so a basic DBS check is mandatory. \n More about you \n The ideal candidate will have previously worked in an administrative role. Experience with Microsoft packages such as Word, Teams, Outlook and Excel are desired. Communication skills as well as stakeholder engagement are essential. \n Experience & Skills \n\n • Experience in an administration role\n, • Experience with MS packages such as Word, Teams, Outlook and Excel,\n, • The ability to work towards SLAs/ KPIs\n, • Experience of property sales is desired,\n, • Competitive salary, with a salary review yearly\n, • Training and development\n \n If you are a recruitment agency please note we operate a PSL and do not take cold calls Safeguarding \n At Places for People, safeguarding is everyone's responsibility. We are committed to creating safe communities for our customers and colleagues by protecting children, young people, and adults at risk from harm, abuse, and neglect. \n We follow robust safeguarding policies and procedures, ensuring all employees, volunteers, and contractors uphold the highest standards of safeguarding and accountability. Our recruitment process includes pre-employment checks, including Disclosure and Barring Service (DBS) checks where applicable, to promote a safe and secure working environment. \n By joining Places for People, you are expected to contribute to our safeguarding culture, following our policies and reporting concerns to protect those in our communities \n \n

At Places for People, we hire People, not numbers! So, if you like the sound of one of our jobs, please apply - you could be just who we're looking for! Of course, experience and track record are important, but we're more interested in hiring someone that embodies our People Promises. That's someone that does the right thing, is enthusiastic and motivated to grow, believes in Community spirit, is respectful and enjoys their work. As the UK's leading Social Enterprise we're dedicated to creating inclusive and thriving Communities for both our Customers and Employees.? Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. Over the last 30 years, Touchstone have identified different opportunities that have shaped our development. As part of the wider Places for People Group, we offer professional property management and create the best experience for our customers. More about the team Touchstone operates in a competitive commercial environment, requiring best use of resources to maintain a return to the Group both financially and socially.? Reporting to theOperationsManager , we are looking to recruit aProperty Administratoron a permanent basis. After a period of initial training (3 months), we are able to offer hybrid working options (3 days at home). More about your role? As a Property Administrator, you will provide administrative support to a property management team in such a manner that client expectation and SLAs are met, whilst complying with statutory and contractual requirements. On a daily basis you will be progressing property sales and liaising with tenants, solicitors and estate agents regarding valuations and viewings. At Places for People, we are committed to a safe working environment so a basic DBS check is mandatory. More about you? The ideal candidate will have previously worked in anadministrative role. Experience with Microsoft packages such as Word, Teams, Outlook and Excel aredesired. Communication skills as well as stakeholder engagement are essential. Experience & Skills • Experience in an administrationrole, • Experience with MS packages such as Word, Teams, Outlook and Excel,, • Theability to work towards SLAs/ KPIs, • Experience of property sales is desired, We are a large diverse and ambitious business, which will give you all the challenge you could wish for. We know that there's always more we can do to make you smile, that's why we offer a comprehensive benefits package with each role, yours will include: • Competitive salary, with a salary review yearly, • Training anddevelopment If you meet the criteria and are ready to make the next step in your career then click apply. You will be redirected to our careers site where you can discover more about the role, read a full job description and apply directly to us. As part of ourcommitment to diversity and inclusion, we offer a guaranteed interview to candidates who are disabled, neurodiverse, or have served in the Armed Forces, provided they meet the essential criteria for the role. If you would like to be considered under this scheme, please indicate this in your application. We are dedicated to creating a supportive and accessible recruitment process for all. We are committed to creating an inclusive and accessible recruitment process. If you require any reasonable adjustments to support your application or interview experience, please let us know. We're happy to work with you to ensure you have the opportunity to perform at your best. If you are a Places for People customer and you're looking for support with your application, please contact our skills and employment team on . We understand the importance of a supportive and inclusive work culture so please talk to us at interview about flexibility you may need. We can't promise to give you exactly what you want, but we promise not to judge you for asking. For this role we are open to discussing the possibility of reduced hours, flexible start and finish times or compressed hours. If you are a recruitment agency please note we operate a PSL and do not take cold calls Safeguarding At Places for People, safeguarding is everyone's responsibility. We are committed to creating safe communities for our customers and colleagues by protecting children, young people, and adults at risk from harm, abuse, and neglect. We follow robust safeguarding policies and procedures, ensuring all employees, volunteers, and contractors uphold the highest standards of safeguarding and accountability. xrnqpay Our recruitment process includes pre-employment checks, including Disclosure and Barring Service (DBS) checks where applicable, to promote a safe and secure working environment. By joining Places for People, you are expected to contribute to our safeguarding culture, following our policies and reporting concerns to protect those in our communities

Introduction Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application. 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 At Gallagher, were all about creating solutions that truly matter. Our Flexible Benefits team partners with a wide range of clients to help them offer benefits that make a real difference in their employees lives. Based in our busy Bristol office, youll be part of a welcoming and collaborative team thats committed to supporting your growth and celebrating your contributions. We welcome applications from individuals with specific experience relating to Flexible Benefit scheme administration, or from the associated Group Risk, Healthcare, Pension and wider Employee Benefits worlds. How you'll make an impact As a Client Servicing Administrator (referred to internally as 'Client Benefits Administrator'), youll play a key role in supporting our clients by managing the Gallagher Guide flexible benefits platform. Youll handle client queries via email, online chat, and phone, ensuring they receive timely and professional support. Youll also manage and validate client data with precision, ensuring accuracy and compliance with regulations. Youll work closely with clients, colleagues, and providers to build strong relationships and deliver exceptional service. By following established processes and managing your workload effectively, youll help us meet deadlines and exceed expectations. Your work will directly contribute to the smooth running of flexible benefit schemes, ensuring our clients and their employees receive the best possible experience. Due to a period of extended growth, we have three positions available. About You Were looking for someone whos organised, detail-oriented, and passionate about delivering excellent service. Youll need to have strong communication skills and the ability to manage multiple tasks at once. In addition, we're eager to recieve applications that demonstrate: • A good standard of education, including Maths and English., • Proficiency in Microsoft Excel and the ability to learn new systems quickly., • A track record of accuracy and attention to detail. #LI-TM2 Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits youll get, depending on your job level these benefits may improve: • Minimum of 25 days holiday, plus bank holidays, and the option to buy extra days, • Defined contribution pension scheme, which Gallagher will also contribute to, • Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x, • Income protection, well cover up to 50% of your annual income, with options to top up, • Three fully paid volunteering days per year, • Employee Stock Purchase plan, offering company shares at a discount, • Share incentive plan, HMRC approved, tax effective, stock purchase plan, • Critical illness cover, • Discounted gym membership, with over 3,000 gyms nationally, • Season ticket loan, • Access to a discounted voucher portal to save money on your weekly shop or next big purchase, • Emergency back-up family care Inclusion and diversity (I&D) is a core part of our business, and its embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Dont worry, were here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If youd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as protected characteristics) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. xrnqpay In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

This IFA Admin Team Leader job in Bradford-on-Avon is available within a well established financial planning firm Do you have the right skills and experience for this role Read on to find out, and make your application. You will be joining a strong team who provide holistic financial planning to HNW and UHNW clients. The business requires an IFA Admin Team Leader to manage and lead their small team of support staff. The business is due to embark upon their next chapter of growth and are looking for growth minded individuals who can redesign and implement effective new processes to enable efficiencies whilst delivering a boutique level of service to clients. This will also entail managing, developing and recruiting their support team to be capable of delivering fantastic support to their IFAs. You will be overseeing their team of circa 4 – 6 team members. At times, you may be required to step in and assist with actioning administrative duties. IFA Admin Team Leader Requirements • You should have experience of leading a team, • You should have previous experience as an IFA Administrator, • You should have desire to be part of a growing team and take an active role in delivering growth for the business, • You should have experience of designing processes and thinking critically IFA Admin Team Leader Benefits • Salary of up to £45,000 depending on experience, • Plus company benefits, • Mainly office based role with potential for 1 – 2 days from home, • Fantastic opportunity to play a key role xrnqpay within a well-established, growing team Locations Bradford-on-Avon 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

Paraplanner (Progression to Financial Advisor) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. On offer is the opportunity to join a small but highly professional wealth management team where your contribution will be valued and visible. The Paraplanner plays a crucial role in the business, supporting advisers through both the technical and practical delivery of the financial planning process. In this role, you will provide key back-office support to the advisers, ensuring the smooth and efficient running of the financial planning process. Your responsibilities will include preparing draft suitability letters and supporting documentation, maintaining accurate and up-to-date client records on back-office systems, and ensuring all client service tasks and reminders are correctly logged and followed up. You will organise and prepare documentation for client meetings, liaise with clients, providers and internal team members to resolve queries, and ensure all records are maintained in line with regulatory requirements. The role will also involve reviewing financial data for accuracy and working closely with the team to maintain high standards of administration and client service. This role would suit a Paraplanner looking to progress withing a collaborative wealth management company which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. The role: • Preparing and drafting suitability letters and documentation for advisers, • Maintaining accurate back-office systems and client records, • Experience working in a Financial Administrator or Paraplanner role within financial services, • Experience using Intelliflo, Timeline, CRM systems and Microsoft Office, • Comfortable managing back-office systems and documentation We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon 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 our website. JBRP1_UKTJ

Paraplanner (Wealth Management) Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match. £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. On offer is the opportunity to join a small but highly professional wealth management team where your contribution will be valued and visible. The Paraplanner plays a crucial role in the business, supporting advisers through both the technical and practical delivery of the financial planning process. In this role, you will provide key back-office support to the advisers, ensuring the smooth and efficient running of the financial planning process. Your responsibilities will include preparing draft suitability letters and supporting documentation, maintaining accurate and up-to-date client records on back-office systems, and ensuring all client service tasks and reminders are correctly logged and followed up. You will organise and prepare documentation for client meetings, liaise with clients, providers and internal team members to resolve queries, and ensure all records are maintained in line with regulatory requirements. The role will also involve reviewing financial data for accuracy and working closely with the team to maintain high standards of administration and client service. This role would suit a Paraplanner looking to progress withing a collaborative wealth management company which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. The role: • Preparing and drafting suitability letters and documentation for advisers, • Maintaining accurate back-office systems and client records, • Experience working in a Financial Administrator or Paraplanner role within financial services, • Experience using Intelliflo, Timeline, CRM systems and Microsoft Office, • Comfortable managing back-office systems and documentation We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. xrnqpay By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

Thrive Group are delighted to be working with a thriving food manufacturing company that is seeing rapid growth. Payroll and HR Systems Administrator. Provide day-to-day support across the full range of HR operations, ensuring a high standard of service to employees and managers.

Connect2Employment is a trading style of Luton & Kent Commercial Services LLP - A joint venture between Luton Borough Council & Commercial Services Kent Ltd. An exciting opportunity has arisen for a customer‑focused IT Service Desk Administrator to join our IT & Systems Department. As part of

Start Date: 13th April Hours: 8:30am - 5:00pm, Monday to Friday Location: Fully office‑based (Birchwood) Pay: £26,000-£28,000 (paid hourly and dependent on experience) About the Role I'm looking for a proactive and organised Customer Service Administrator to join my client&#

Service Administrator Our manufacturing client based in the Shropshire countryside is looking for a full time temporary – permanent service administrator to join their busy operations in the servicing department. In addition, you will be managing the upkeep of the service engineer schedule an

Card & Payments Administrator. Customer Services - Card & Payments. To provide exceptional customer service and support within the Card & Payments team, ensuring accurate, timely, and compliant processing of workflows.

What we can offer: Customer Service Administrator Enhanced Pension Additional leave for charity work Hybrid working opportunity If you are already a Customer Service Administrator, Customer Services Assistant, Sales and support assistant you may also be suitable for th. Customer Service Administrat

A service organisation based in central Bristol is currently recruiting a Customer Service Administrator to join their team. Duties will include * Providing excellent customer service via the telephone, webchat and email * Dealing with client queries, resolving in an efficient manner * Rais

I'm looking for a proactive and organised Customer Service Administrator to join my client's busy Customer Services team for a 3-month temporary assignment. Reporting to the Customer Service Manager, you will play a key role in providing exceptional service to customers.

Supporting the wider service team during absences and contributing to continuous service improvement. Someone who understands how accurate administration contributes directly to service quality and company revenue. You'll play a crucial part in maintaining accurate service records, handling dealer i

IT Service Desk AdministratorLocation: Watford Campus WD17 3EZSalary: Up to 25,948. Basis: Full timeAn exciting opportunity has arisen for a customer‑focused IT Service Desk Administrator to join our IT & Systems Department. As part of a flexible and supportive team, you will play a key role

Join a forward-thinking company as a Sales Administrator, where your role will be pivotal in delivering exceptional customer service and ensuring smooth order processing.

Previous experience as a Customer Service Representative, Customer Service Advisor, Client Service Executive, Customer Support Specialist, Customer Care Coordinator or Administrator. If you are a Dutch speaker, apply below for this exciting new role! On behalf of an international client we are looki

A payroll services company is seeking a Payroll Administrator for a temporary role in Kirkby in Ashfield.

Are you ready to make a real impact in your community? Our client, a highly respected local government organisation, is on the lookout for passionate individuals to support their field operation and achieve service delivery performance targets.

Our client has an exciting opportunity to join their organisation as a Customer Service Advisor/ Agent to enhance customer relations, for an organisation based in Chessington.

We would like to present you with an exciting opportunity for a Customer Service Administrator to join our friendly team in Telford on a full time permanent basis!. As a Customer Service Administrator you will co-ordinate front line response deal with problems and customer requests, liaise with othe

This role is a critical part of the running of a successful Service Department, you will support both the Service Manager and Service Advisors to ensure customers receive the best service. Working as a Sytner Service Administrator you will: administer all preparation work required for vehicle arriva

This is a fantastic opportunity to join a very friendly and supportive international customer service team as their Spanish speaking Export Customer Service Executive. Spanish Speaking Customer Service Executive. Previous customer service experience or administrative experience is essential.

Are you a customer service enthusiast ready to make a positive impact in the manufacturing and production industry? Our client is looking for a dedicated Customer Service Specialist to join their vibrant team in Ledbury! This is an exciting opportunity for someone with a passion for excellence and a

Customer Service Sales Administrator. Customer Service Sales Administrator. You will play a key role in delivering excellent customer service while supporting sales operations.

An exciting and unique opportunity has arisen for an experienced administrator to join the new Health Equity & Inclusion Service. The newly formed service will work with other services in Sirona to improve accessibility to vulnerable or underserved populations across Bristol, South Gloucestershire a

Job Title: Customer Service / Administrator Salary: Circa £28,000 (depending on experience) Job Type: Permanent, Full-Time Working Hours: Monday. Friday (approximately 9:00am - 5:00pm, hours to be confirmed) The Opportunity We are currently recruiting for a Customer Service / Administrator to join

Customer Service Administrator. Strong customer service and administration skills. Up to 40% off selected KIMS Hospital services.

We are seeking a competent Service Administrator to oversee the running of our service department, acting as the first point of contact for clients, providing updates, answering queries, and ensuring excellent service at all times. Monitor and update the service calculator to expand the range of ser

You are here: Home / News / News / RNRMC – Fundraising Administrator. We are looking for a Fundraising Administrator who will support the Individual Giving team through ensuring excellent donor care, accurate income processing, and maintaining high-quality data records. Life Assurance (after one y

Enterprise Services Principal Administrator (Data Centre). Enterprise Services Principal Administrator.

Spanish-Speaking Customer Service Administrator (Temporary Contract). We are seeking a Spanish-speaking Customer Service Administrator to support our team on a temporary basis. This position centres on customer service and administration rather than sales.

Provide advice and support to colleagues, faculties, services, and customers, both verbally and in writing. Build and maintain effective working relationships across faculties and services through active networking. A collaborative mindset, strong communication skills, and a commitment to excellent

US Broking Client Service Delivery Administrator.

A leading business in Clevedon is seeking a Customer Service Advisor to provide exceptional service and support to a portfolio of customers. This role offers an opportunity to work closely with internal teams and contribute to maintaining high customer service standards.

The Customer Service Administrator role is also about creating a welcoming, energetic, and supportive atmosphere right at the Students' Union's front door.

A customer service provider in the United Kingdom is seeking a candidate for a customer service role. Candidates should have experience in customer service and possess strong communication and organisational skills. This is an opportunity to work in a dynamic environment and contribute to a high sta

Secretary/Administrator for Child Development Service. Ability to adapt to changing service needs and take on new tasks as required. Disclosure and Barring Service Check.

We are seeking a dynamic, detail‑oriented Customer Service Administrator to support the customers services team in Retail, E‑commerce/Web, Stockist, Distributor, and International Sales channels. Temporary Customer Service & Operations Administrator. The ideal candidate is organised, adaptable,

Are you passionate about delivering exceptional customer service and enjoy working in a fast-paced, collaborative environment? We have partnered with a leading Drinks business that is looking for a proactive and detail-oriented Customer Services Administrator to join their dynamic team. Proven exper

Data Entry Clerk Work From Home (Remote) - Customer Service Administrator £200 Daily. Data Entry Clerk Work From Home (Remote) - Customer Service Administrator £200 Daily.

A leading equipment rental provider is seeking a Customer Service Administrator to be the first point of contact for facilities management clients.

The successful candidate will provide excellent customer service by supporting customers with parts and accessories. This role requires a strong customer service or parts advisor background and ideally some experience in the agricultural or construction industry.