Data Entry Administrator / Customer Service Data Processing Assistant An exciting opportunity for a highly organised administrator with strong data entry, customer service and communication skills to join a busy professional environment, supporting accurate data processing and client liaison activities. If you’ve also worked in the following roles, we’d also like to hear from you: Administrative Assistant, Office Assistant, Customer Service Advisor, Data Administrator, Data Input Assistant, Office Admin Assistant   SALARY: Starting Salary £26,500 per annum, rising to £28,000 per annum after successfully completing the probation period, plus bonus LOCATION: Hybrid. Your time will be split working remotely from home and spending a couple of days per week in the Battersea office. PLEASE NOTE: Candidates MUST live within a commutable distance to Battersea, London (SW11) – 10 Minute Walk from Clapham Junction Station...

Temporary Talent Acquisition Administrator Wanted! Summary: Join our dynamic clients team as a Talent Acquisition Administrator! We're looking for a passionate individual to enhance our recruitment efforts in the Medical industry. About the Role: Are you ready to make a difference? As their Talent Acquisition Administrator, you'll manage all stages of the recruitment process, ensuring a stellar candidate experience while collaborating with hiring managers to drive their talent strategy. Your role will be both varied and fast-paced! Key Responsibilities: Handle end-to-end recruitment administration for multiple roles Partner with hiring managers to create bespoke recruitment processes Act as a trusted advisor on attraction strategies and assessment methods Conduct interviews and engage with candidates Ensure compliance with fair and inclusive recruitment procedures Support colleagues and contribute to team development What We Offer: Flexible Working:...

Job Description We are now recruiting a platform investments administrator to join our operations department. The purpose of the role is provide excellent customer service to customers through setting up, running and reviewing trades and ensuring all Securities are accurately priced. You will also maintain the integrity of the systems and customer facing data and will also be involved in investigating trading queries from customers and other business areas. Key Responsibilities: Assisting in the set up of various asset types, across the Platform. Maintaining Static Data and ensuring all assets are priced accurately. Actioning ad-hoc Fund Conversions at the request of clients. Ensure Programme Trades are run and perform as expected. Liaise with other teams to ensure delivery of customer service and consumer outcomes. Support management with project implementations, fixes and upgrades through testing of software and assisting with the definition of processes and...

Financial Planning Administrator Newcastle Upon Tyne, 2 days a week Up to £30,000 This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. This company have an exciting opportunity for a Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. The role is for someone with experience in Wealth Planning or Financial Services in an Administrator or Client Services position. You will benefit from working with a highly experienced team in an environment that provides industry leading training...

IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team. Recently moved in to brand new offices, just a short walk from the city center train station, the business continues to be an exciting place to work for many staff who have demonstrated genuine progression across front and back office teams. This role gives great exposure, working closely with 2 Financial Planners who have been with the business for a long time and are very well regarded across the business. Typical duties include To work closely with the aligned Financial Planners to deliver excellent client outcomes. To build relationships with clients and maintain regular contact. Liaise with operational teams where support is required Preparation of meeting packs and valuations Maintain back-office systems and client records in line with the company policies. Due to the fast-paced nature of the role, the successful...

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...

HR Administrator (Part Time) £25,000 - £27,000 (Full time equivalent) Birmingham City Centre BCR/JN/32190 Bell Cornwall Recruitment are searching for an HR Administrator to join a well established full service law firm on a part time basis, working 22.5 hours over 5 days. Benefits: 24 days annual leave (pro rated according to working hours) + bank holidays. Additional days granted at Christmas, plus option to purchase extra holidays. Access to financial advisor or mortgage broker Yoga, meditation & social events. The Role: HR Administration support to the HR senior team Support HR projects, reporting, policy implementation, and employee engagement initiatives. Maintain accurate employee records, HR systems, and documentation while ensuring confidentiality and compliance. The Ideal Candidate: Past experience as an HR Administrator Legal HR experience preferred Happy to work alongside a team Excellent written and verbal...

Mortgage Administrator London Salary up to £40,000 Do you want to join a supportive, people-first team where your expertise is genuinely valued? The Opportunity An established brokerage is expanding its operations team and is seeking an experienced Mortgage Administrator to support advisers across the business. You'll play a key role in progressing cases efficiently from application through to completion, ensuring an exceptional client journey. Supported by strong lender relationships and a collaborative family-feel culture, this is a great place for someone who values stability, development and recognition. Key Responsibilities Manage mortgage and specialist finance applications from submission to completion Liaise with lenders, solicitors, valuers and clients to keep cases moving Prepare and check documentation, ensuring accuracy and compliance Support advisers with case packaging, document gathering and pipeline updates Maintain organised case notes and update...

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...

Senior Executive Assistant Location Central London Office based 5 days per week Industry Financial Services Robert Half is exclusively partnering with a highly regarded, founder-led strategic advisory boutique to appoint an exceptional Senior Executive Assistant. This is a true right-hand opportunity supporting a brilliant, high-performing Founder operating at the sharp end of deal-making, growth strategy, and investor advisory across media, tech, consumer, and creative sectors. The environment is fast, intelligent, relationship-driven, and high trust. You will be embedded at the centre of decision-making. The Role You will act as a strategic partner, not just diary support. This role requires full ownership of the Founder's time, priorities, and output - ensuring everything runs seamlessly across business and selected personal commitments. Key areas of responsibility: Complex, strategic diary and inbox management across multiple time zones Heavy, high-level...

Join Our Team as a Financial Services Administrator! Location: ?Horsham Office Hours: ?9am - 5pm Salary: ?£30,000 - £35,000 (Dependent on Experience) Are you ready to take your career to the next level in the financial services industry? We're on the lookout for a dedicated and experienced? Financial Services Administrator ?to join our clients supportive and friendly team in Horsham! This is an incredible opportunity for someone who thrives in a professional yet relaxed environment and is eager to grow within a close-knit, experienced firm. About the Role As a Financial Services Administrator, you'll be an essential part of our clients team, supporting our Financial Advisers by providing high-quality administrative support across pensions and investments. Your attention to detail and client-first mindset will ensure that our clients enjoy a smooth and efficient journey with us every step of the way. Key Responsibilities: Deliver comprehensive administrative...

Are you a confident communicator with a passion for delivering exceptional service? If so, Transact is looking for a proactive and personable Receptionist to be the first point of contact for our clients, financial advisers, and visitors - both over the phone and in person. About the Role As a key member of our front-of-house team, you will operate our central switchboard, efficiently triaging and directing incoming calls to the appropriate internal teams. You'll also provide a warm and professional welcome to all visitors, ensuring a seamless and positive experience from the moment they arrive. While there is flexibility to work from home, the successful candidate must be willing and able to attend our London office up to five days per week, depending on business needs. Key responsibilities: Switchboard Operation Answer and direct incoming calls promptly and professionally. Triage queries and transfer calls to the appropriate departments. Manage high call volumes...

Are you looking for your first step into the financial services industry? We are currently recruiting for two Document Management Administrators to join our team, one on a permanent basis and one 12-month FTC. This is ideal for an entry level candidate looking to kickstart their career in finance. At Transact, you can expect to be invested in. We want you to be the best you can be and we provide you with the learning and development to achieve this. As a Document Management Administrator you will have the opportunity to learn our business from the inside out - learning about our culture, values and how we provide the award winning customer service we are well known for. As a Document Management Administrator you will be an integral part of the Client Operations department. Within this role you will be exposed to each department in the business, building important relationships internally. Working as part of a team your main tasks will be: Document Management Managing all...

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...

IDEX Consulting are working with an acquisitional Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.Duties include: Working closely with Financial Advisors to offer pro-active support Diary management and arranging client meetings Liaise with highly affluent and high net worth clients to ensure a smooth process and experience Prepare meeting packs prior to client meetings on behalf of Advisors Raise invoices where required Database management The business delivers an excellent pathway to progress, demonstrated by the vacancy itself. You will be part of a supportive and collaborative team that have a pro-active and energetic approach to their work. The role will have a hybrid working pattern (3 days office/2 days home) upon completion of probation, with study support available -...

Are you ready to take your career to the next level in the financial services industry? Our client, a leading financial institution, is searching for a dedicated SIPP Administrator to join their dynamic team! If you have a passion for pensions and a keen eye for detail, this is your opportunity to shine! Main Responsibilities: As a SIPP Administrator, you'll be at the heart of the action! Your day-to-day responsibilities will include: Administering SIPPs with precision and care. Processing transfer out requests (cash, in specie, or QROPS). Performing essential technical calculations for clients entering retirement. Managing investment withdrawals and ensuring timely payments. Handling pension sharing orders in compliance with regulations. Keeping communication clear and timely with advisers and members. Tracking requests until completion and resolving issues as they arise. Engaging in exciting projects within the administration department. Building strong...

You're an adult. Why doesn't your company treat you like one? At this business wellbeing and work-life balance isn't just something written in a handbook. Here you can choose a work pattern that suits you. Whether that's 7-3,8-4 or even 9:30-5:30 - the choice is yours. You get a paid lunch hour (not half as is standard); an hour you're encouraged to take. You'll also work with a supportive founder who'll pay for your exams and help you progress should you want to (as others are currently doing). And when life happens, you won't be made to feel guilty for asking for time off. PAY/BENEFITS A starting salary of up to £32,000 Private Medical Insurance Pension 25 days holiday Open to working from home 1 day a week THE JOB It's a busy, varied job where you'll build relationships with clients and work closely with a financial planner.You'll be the initial point of contact for clients, handling calls, emails and correspondence. You'll also prepare client packs, manage records...

A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. Producing valuations and Annual Review letters to clients Producing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating application forms, illustrations and appropriate paperwork to be issued with the Suitability Reports Transacting new business, fund switches etc via Platform Providers Input of new business and scanning on mail to clients via Intelligent Office Collating information from existing platforms/providers Providing assistance to Directors/IFAs for client meetings with Compliance Paperwork In return you will work within an amzing team and as mentioned you will have a huge amount of growth potential if desired.You MUST have worked within an IFA practice to be considered. A fabulous opportunity has arisen for an IFA sales...

Senior Financial Planning Administrator Chester, (1 day WFH per week) Up to £42,500 This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. This company have an exciting opportunity for a Senior Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting the wider Administrator team, and the Client Services Manager, working with several highly successful advisers and their HNW clientele. The role is for someone with either management experience who has looked after other Administrators in Wealth Planning or Financial Services, or someone with...