A fantastic opportunity to join a growing financial planning business, providing vital support to Financial Planners and helping deliver an exceptional service to clients. This role is ideal for an experienced Administrator from a financial planning, wealth management or IFA background who enjoys working in a fast-paced, client-focused environment. The Role You will support Financial Planners with all aspects of client administration, ensuring new business is processed efficiently and client records are maintained accurately. Key responsibilities include: Processing new business applications across pensions, investments and protection Managing Letters of Authority and obtaining policy information from providers Liaising with providers, clients and third parties to progress cases Maintaining accurate client records and updating internal systems Preparing and issuing client documentation Providing updates on pipeline business to advisers Supporting advisers ahead...

Team Admin 6 Month Contract Warwick (2 days onsite) About the Role : In this pivotal role, you will be the primary point of coordination for diary management, meeting arrangements, and approval workflows. Your contributions will ensure the seamless operation of the product line director's schedule and support wider team activities through efficient communication and event organisation. By managing day-to-day operational requirements with professionalism and discretion, you will help foster team cohesion and enable the team to focus on strategic priorities. Key Responsibilities : Leadership Team Support : Coordinate and manage recurring leadership meetings, including scheduling, agenda planning, and attendee logistics. Prepare and compile leadership packs, ensuring all materials are accurate, timely, and aligned with meeting objectives. Track and manage actions arising from leadership meetings, following up with owners and updating progress logs. Liaise...

thefutureworks is currently recruiting for a highly organised and proactive PA. This is an excellent opportunity for an experienced PA to play a key role in supporting strategic priorities and ensuring the smooth running of executive operations. The role is temporary, part time (16 hours per week), working 4 hours per day, 4 days per week and the hours can be flexible to suit. Key Responsibilities Provide proactive calendar and time management for senior leadership, ensuring alignment with business priorities and effective use of time Coordinate end-to-end meeting management, including agenda preparation, briefing materials, logistics, minute-taking, and follow-up actions Prepare and review executive-level documentation, including board packs, presentations, reports, and internal communications Manage domestic and international travel arrangements, ensuring efficiency, compliance, and cost-effectiveness Maintain effective information and document management systems, ensuring...

Executive Assistant to the CEO An excellent opportunity for an organised Executive Assistant with diary management, Board administration, correspondence and stakeholder engagement skills to support senior leadership in a busy, purpose-led organisation. If you’ve also worked in the following roles, we’d also like to hear from you: Senior Personal Assistant, Executive PA, Team Secretary, Office Manager, Governance Administrator   SALARY: Circa £45,000 per annum (dependent upon experience) + Benefits LOCATION: Hybrid working – you will be expected to attend the office in Rugby, Warwickshire, West Midlands on regular occasions JOB TYPE: Full-Time, 1 Year Fixed Term Contract   JOB OVERVIEW We have a fantastic new job opportunity for an Executive Assistant to the CEO supporting senior leadership during a period of transformation, growth and strategic development. As an Executive Assistant to the CEO you will provide...