Job title: Sales/Supply Representative Starting salary: 26,000 - 28,500 dependant on experience Location: Central Sutton Hybrid 4/1 (4 days in the office and 1 at home) Travel Bonus (non-contractual) - If you drive: Paid parking pass or if you don't drive: Annual travel allowance of 500 (paid monthly 41.67) Looking for Your Next Step in Customer Service? Do you have experience working in a fast-paced customer service environment? Are you passionate about delivering outstanding support and building lasting relationships? If you're ready to join a well-established, respected brand that values your growth and offers real opportunities for development - look no further! Our client isn't just offering a job - they are offering a career path where your skills, initiative, and team spirit will be recognised and rewarded. Your key responsibilities will include: Liaising with customers on all enquiries Receiving orders via telephone and email Order...

We have a fantastic opportunity for an experienced Senior Wealth Planning Assistant to join a busy and supportive wealth planning team in Worcester. This is a senior support role providing high-quality administrative and client support to Wealth Planners, helping ensure smooth delivery of advice and excellent client outcomes. The Role: Act as a first point of contact for clients, handling queries and correspondence professionally Provide administrative support to Planners, including onboarding, valuations and new business Prepare meeting packs, manage diaries and complete follow-up actions Maintain accurate client records on the CRM system Assist in training and mentoring Junior Assistants, sharing knowledge and best practice Contribute to process improvements and support team efficiency initiatives About You: Strong knowledge of the financial planning process and products Previous experience in a wealth planning/IFA support role Excellent accuracy, attention to...

An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Bromsgrove. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients. Key Responsibilities: Processing new business applications across various providers and platforms Preparing valuation reports and performance documentation ahead of client reviews Producing review checklists and coordinating documentation for adviser meetings Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports Running risk profiler results and supporting fund research using FE Analytics Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements Processing fund switches directly with providers or via...

We are recruiting on behalf of a well-established, independent financial planning firm located on the outskirts of Redditch . The firm has built a reputation for delivering clear, independent financial advice and tailored solutions for its clients. This is an exciting opportunity for a proactive and detail-oriented professional to join the Business Support Team. You will play a key role in supporting financial advisers and delivering exceptional service to clients, while developing your skills and career within a growing, independent firm. Key Responsibilities: Processing new and existing business and providing full administrative support to advisers Maintaining your own task-based diary and ensuring work is completed accurately and on time Liaising professionally with clients, advisers, and product providers via phone, email, and in person Assisting with client reviews and producing policy valuations Performing accurate fund switches and asset allocations on various...

An opportunity has arisen to join a leading UK wealth management and financial planning firm operating at the highest level of the market. This role sits within an established financial planning team supporting high-value, complex client relationships and experienced Financial Planners. The firm is recognised for its scale, reputation and long-term commitment to developing its people. This position would suit an experienced IFA Administrator seeking exposure to sophisticated planning work within a structured, professional environment. The Role As an IFA Client Administrator, you will provide comprehensive administrative support to aligned Financial Planners, ensuring the delivery of high-quality client outcomes while maintaining regulatory and operational standards. The role offers a hybrid working model, with an initial requirement to be office-based during probation before moving to a 2-3 day office arrangement. Key Responsibilities Provide end-to-end administrative support...

My client is currently seeking an experienced Senior Financial Planner to join their team and provide expert advice to a well-established client bank of High Net Worth individuals on the Fylde Coast. This portfolio consists of long-standing, loyal clients who value their trusted approach. The role has arisen due to the retirement of a senior planner, presenting an excellent opportunity for an ambitious professional to step into a key position. Key Responsibilities Deliver comprehensive financial planning and wealth management advice to a client bank of up to £50m in assets. Maintain and strengthen relationships with existing clients, ensuring exceptional service and tailored solutions. Take a proactive approach to prospecting and engaging potential clients in line with the Apogee business plan. Communicate complex financial solutions clearly and effectively, ensuring clients fully understand the benefits. Continue to develop and forge strong relationships with clients,...

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. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients. Key Responsibilities: Processing new business applications across various providers and platforms Preparing valuation reports and performance documentation ahead of client reviews Producing review checklists and coordinating documentation for adviser meetings Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports Running risk profiler results and supporting fund research using FE Analytics Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements Processing fund switches directly with providers or via...

My client is currently seeking an experienced Senior Financial Planner to join their team and provide expert advice to a well-established client bank of High Net Worth individuals. This portfolio consists of long-standing, loyal clients who value their trusted approach. The role has arisen due to the retirement of a senior planner, presenting an excellent opportunity for an ambitious professional to step into a key position. Key Responsibilities Deliver comprehensive financial planning and wealth management advice to a client bank of up to £50m in assets Maintain and strengthen relationships with existing clients, ensuring exceptional service and tailored solutions Take a proactive approach to prospecting and engaging potential clients in line with the Apogee business plan Communicate complex financial solutions clearly and effectively, ensuring clients fully understand the benefits Continue to develop and forge strong relationships with clients, maintaining them to the...

Admin Officer - Bromley Magistrates Contract: September 2026 Salary: 15.59 per hour Location: Bromley, London 5 day's work setting This is a temporary contract role until September 2026 for Admin officer's role with an immediate start date (Compliance dependant) for a six month duration with a possible extension offering 5 days in office work setting and a London location. (Bromley) Background Good administrative staff with excellent customer service skills are vital to the effective operation of the Courts, Tribunals and other offices within Her Majesty's Courts and Tribunals Service (HMCTS). Most of the staff within HMCTS are employed in administrative roles. HMCTS embraces Lean principles and continuous improvement techniques to provide high standards of customer service The key purpose of the role Administrative Officers are assigned to teams to carry out a variety of general administrative duties to progress cases through the court/tribunal system or provide...

Admin Officer: Uxbridge County Court Contract: September 2026 Salary: 15.59 per hour Location: Hayes, West London 5 days' work setting This is a temporary contract role until September 2026 for Admin officer's role with an immediate start date (Compliance dependant) for a six month duration with a possible extension offering 5 days in office work setting and a London location. (Hayes) Background Good administrative staff with excellent customer service skills are vital to the effective operation of the Courts, Tribunals and other offices within Her Majesty's Courts and Tribunals Service (HMCTS). Most of the staff within HMCTS are employed in administrative roles. HMCTS embraces Lean principles and continuous improvement techniques to provide high standards of customer service The key purpose of the role Administrative Officers are assigned to teams to carry out a variety of general administrative duties to progress cases through the court/tribunal...