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Wealth Management AdministratorLocation: Torfaen, South WalesSalary: £29,000 per annumHours: Monday to Friday, 9:00am – 5:00pmJob Type: Full-time, PermanentOur clientOur client is an established independent financial firm based in South Wales. They are seeking an organised and professional Wealth Management Administrator to join their Torfaen team.Working closely with Financial Advisers, you will support the full client journey from initial contact through to completion, ensuring cases are progressed efficiently and in line with company and regulatory requirements.Key ResponsibilitiesSupport Financial Advisers with client recommendations and suitability reports.Research products and providers and prepare quotes, comparisons and documentation.Prepare and submit applications for investments, pensions and protection products.Track cases through to completion and liaise with clients, providers and third parties.Act as a key point of contact for clients, handling queries professionally.Prepare client information and meeting packs.Manage adviser diaries and book client reviews.Maintain accurate client records and ensure compliance documentation is complete.Use Intelliflo (Intelligent Office) and Microsoft Office systems.Support colleagues and contribute to the wider team.RequirementsYou will ideally have experience in financial planning, IFA support or financial services administration, although candidates from a highly organised customer-facing background will also be considered.EssentialThe right candidate will have:Excellent organisation and attention to detail.Strong written and verbal communication skills.The ability to manage and prioritise your own workload.A professional and proactive approach.Good Microsoft Word, Excel and Outlook skills.The ability to learn new systems and technical knowledge quickly.Knowledge of pensions, investments, protection or cashflow modelling is desirable, but full training will be provided.Desirable· Financial services qualifications such as the CII Diploma in Regulated Financial Planning are desirable but not essential.Our client offers full training, study support and exam funding, providing an excellent opportunity to develop a long-term career within wealth management.TPBN1_UKTJ

Excited to grow your career? Our purpose is to help Britain build wealth, with confidence. We are looking for great people to join us, so please come and invest in YOUR future at HL. We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you! About the role The Capacity Planning & Forecasting Lead is accountable for leading the development, ownership and continuous improvement of robust, data-driven capacity plans and demand forecasts across Helpdesk and Operations. This role owns the production of accurate short, medium and long-term forecasts, the integrity of capacity models, and the delivery of insight that enables confident operational, financial and commercial decision-making. Working under the direction of the Senior Manager - Enterprise Capacity Planning & Insights, the Lead ensures supply and demand are aligned through disciplined planning, rigorous analysis, proactive stakeholder engagement and clear governance of planning assumptions. This role is critical in enabling efficient and effective operations, ensuring resource plans support service performance, financial discipline, cost efficiency and wider commercial objectives. Key Responsibilities 1. Capacity Planning & Resource Modelling • Lead the design, ownership and maintenance of operational capacity plans across Helpdesk & Operations, ensuring plans are robust, governed and aligned to demand, service commitments and business priorities., • Own the balance between service performance, resource availability, cost efficiency and commercial outcomes, ensuring capacity recommendations are evidence-based and financially responsible., • Set out clear hiring, redeployment and resource recommendations across operational roles, influencing senior stakeholders through clear rationale, scenario modelling and commercial impact assessment., • Track actual versus planned recruitment, attrition, shrinkage and productivity assumptions, providing early warning of risks to service, cost or delivery outcomes., • Continuously refine planning assumptions, productivity inputs and model design to improve accuracy, resilience and confidence in workforce plans. 1. Demand Forecasting & Analytics • Own and produce short, medium and long-term demand forecasts using appropriate statistical techniques, operational insight and workforce planning methodologies., • Lead forecast accuracy management through structured validation, back-testing, variance tracking and continuous model refinement., • Lead detailed planned versus actual analysis, identifying material variances, underlying drivers and the financial or operational implications of changes in demand., • Challenge and govern forecasting assumptions, using root cause analysis to improve precision, explain movements and support credible decision-making., • Translate demand trends, risks and opportunities into clear recommendations for operational leaders, Finance, Change and senior stakeholders., • Design, own and communicate recovery plans when service levels, demand, capacity or cost performance move outside agreed expectations. 1. Workforce Management & Planning • Lead the effective use of Workforce Management systems, ensuring planning data, assumptions and outputs are accurate, consistent and trusted by operational teams., • Proactively identify emerging trends, operational pressures or unforeseen risks, leading timely interventions to protect service, cost and colleague capacity outcomes., • Drive continuous improvement in WFM tools, planning processes and governance, ensuring outputs are scalable, repeatable and aligned to enterprise planning standards., • Identify efficiency opportunities, operational leakage and areas for optimisation, quantifying the service, cost and commercial benefit of proposed actions., • Lead cross-functional planning conversations with Operations, Finance, Change and senior stakeholders, ensuring plans are understood, challenged appropriately and translated into action. 1. Financial Planning & Forecasting • Lead workforce input into budget planning, reforecasting and quarterly financial forecasts for Helpdesk & Operations, ensuring assumptions are transparent, evidence-based and operationally credible., • Own the alignment between capacity plans, demand forecasts, service commitments and financial targets, escalating risks and trade-offs with clear recommendations., • Deliver cost optimisation through improved resource utilisation, productivity insight, scenario modelling and clear identification of opportunities to improve commercial outcomes. 1. Change Impact & Planning Governance • Lead capacity and demand impact assessments for business initiatives affecting Operations and Helpdesk, ensuring service, cost, FTE and commercial implications are clearly understood., • Own the incorporation of product, process, regulatory, volume and operating model changes into forecasts and capacity plans, ensuring assumptions are documented and aligned across functions., • Apply and strengthen capacity planning governance, ensuring planning decisions are traceable, assumptions are clear and senior stakeholders have confidence in the outputs., • Lead best-practice adoption across planning processes, using lessons learned, performance data and stakeholder feedback to improve future planning cycles. Key Accountabilities • Ownership, accuracy and reliability of demand forecasts, capacity plans and planning assumptions., • Credibility of planning outputs with Heads of Operations, Helpdesk, Finance and Change stakeholders., • Effectiveness of variance analysis, root cause identification and corrective action planning., • Measurable improvement in forecast accuracy, model quality and planning confidence over time., • Alignment of capacity with service level commitments, financial targets and commercial priorities., • Contribution to operational efficiency, cost optimisation and benefit realisation., • Responsiveness to emerging demand trends, operational risks and changes in business priorities., • Ownership of recovery plans when service, cost, capacity or forecast accuracy moves outside agreed business appetite. Skills & Experience Required Essential • Proven experience leading capacity planning, demand forecasting or workforce planning activity within a contact centre, operations or enterprise planning environment., • Strong understanding of workforce management and staffing methodologies., • Strong track record of owning forecast accuracy, capacity modelling and planning governance across short, medium and long-term horizons., • Advanced Excel skills and experience with statistical modelling techniques., • Strong analytical and problem-solving capability with high attention to detail., • Ability to influence cross-functional stakeholders by translating complex datasets into clear insight, options, risks and commercially grounded recommendations., • Proactive, organised, and self-sufficient working style. Desirable • Experience with WFM tools (e.g., Verint, Calabrio, ControliQ or similar), • Exposure to financial planning and budgeting processes, • Knowledge of SQL or data querying tools, • Experience working in high-volume, fast-paced operational environments Behavioural Competencies • Data-driven and analytical mindset, • Strong communication and storytelling ability, • Attention to detail and accuracy, • Solution-oriented with a continuous improvement focus, • Collaborative and stakeholder-focused approach, • Ability to manage multiple priorities and adapt to changing demands Interview process The interview process for this role will be a 1 stage interview consisting of competency and technical questions and a presentation. Working Schedule The Capacity Planning & Forecasting Lead role is a permanent, full time, 37.5 hours per week, Monday to Friday. Our office is based in Bristol, BS2 0TR. Hybrid working is available where only 3 days a week is required in the office. Why us? Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments. To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do. What's on offer? • Discretionary annual bonus* and annual pay review, • 25 days* holiday plus bank holidays and 1-day additional Christmas closure, • Option to purchase an additional 5 days holiday**, • Flexible working options available, including hybrid working, • Enhanced parental leave, • Pension scheme up to 11% employer contribution, • Income Protection and Life insurance (4 x salary core level of cover), • Private medical insurance*, • Health care cash plans - including optical, dental, and out patientcare, • Health screening programme, • Help@hand - confidential support including mental health counselling and remote GP, • Wellhub - unlimited access to fitness providers and wellness coach sessions, • Variety of travel to work schemes with bike storage and shower facilities, • Inhouse barista and deli serving subsidised coffee and sandwiches, • Two paid volunteering days per year, • dependant on role level only available to select during our annual benefits window, in November each year Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age. This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information. Please note, we are unable to provide employment sponsorship to candidates. JBRP1_UKTJ

Excited to grow your career?Our purpose is to help Britain build wealth, with confidence.We are looking for great people to join us, so please come and invest in YOUR future at HL.We know that sometimes people can be put off applying for a job if they dont tick

We are recruiting Private Site Field Sales Executives promoting the work of some of the countrys most prestigious charities. Youll get a basic salary of £26.4K with the opportunity to earn £47K+ in OTE . What youll get: £26.4k guaranteed basic salary. Regular incentives and bonus (giving a realistic OTE £47k) Healthcare plan worth up to £900 per annum. 28 days annual leave. Death in service plan, twice your annual salary. Award winning training and on-going support. Generous referral scheme. Pension plan. Shopping discounts at over 30,000 retailers. Long service awards - includes extra holiday, cash gifts and additional healthcare. Career development opportunities. Your Role: Join one of the countrys most successful face-to-face charity fundraising organisations, speaking to members of the public and signing them up for a regular donation or sponsorship to nationwide charities. Well provide you with full training, but confidence, resilience and strong communication skills are a must. Your Company: Apply for a role today as a Private Site fundraiser at Charity Link and youll be working for a company with over 30 years of experience. We are actively searching for people with face-to-face field sales skills to work on behalf of some of the nations best known and respected charities. When you join Charity Link youll be part sales teams with a wealth of experience and are passionate about fundraising. We believe this is due to the support we give, and the understanding that the hard work you do should be recognised more than financially but with opportunities for career progression and provision of a strong all-round package for our people and teams. Life as a charity fundraiser is an exciting one. If you're confident, optimistic, resilient and love talking to people, this could be your next role! Its full of challenges and even more rewards with no two days the same, and youll meet and connect with some of the best kinds of people. Apply now and take your next step as a charity field sales executive for Charity Link. At Charity Link, we believe that diverse teams drive stronger results, foster innovation, and create a more inclusive world. We are committed to building a workforce that reflects the communities we serve and ensuring that everyoneregardless of background, identity, or lived experiencefeels valued, respected, and empowered to thrive. Equity and fairness are at the heart of our recruitment process. We actively seek to remove barriers, challenge bias, and provide equal opportunities for all candidates. Whether youre new to the sector or bringing years of experience, we welcome passionate individuals who share our commitment to making a difference TPBN1_UKTJ

My client is a legal 500 law firm with offices in Central Cardiff and theyre seeking Contentious Trusts and Probate Lawyer to work as part of their dynamic fast growing private wealth team. Submit your CV now to Rob at TSR Legal to learn more about the firm and this Contentious Lawyer vacancy or cal

Provides administrative support to Financial Advisers in a wealth management firm, assisting with client recommendations, product research, application processing, and client communication.

Wealth Management Administrator. They are seeking an organised and professional Wealth Management Administrator to join their Torfaen team.