You will be part of a team providing support many financial advisers and will be dealing with all financial products such as pensions and investments.Responsibilities: Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems Analysis: comparing products and providers with Financial Express Analytics & Selectapension Quotes & Paperwork: Preparation for various products, i.e. pensions, ISAs, bonds Suitability Letters: Preparing suitability letters for new business covering pensions, bonds, ISA, annuities, protection, and investment actions New Business Processing: Setting up products/investments with various providers, both paper-based and electronically, follow up through to completion You must have experience as a Financial Services Administrator to be successful in your application. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be...

Financial Services Administrator Liverpool City Centre Salary - Competitive Salary w/ Excellent Benefits Package Hours - Monday to Friday, 9am - 5pm Full time, permanent contract Outstanding training and development opportunities This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial services sector. As a Financial Services Administrator, you will be crucial in supporting Financial Advisors in delivering exceptional service to their clients with a view to progressing and further developing your career within the company through ongoing training and completing industry qualifications. The role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged. Your primary responsibilities will include: Provide high quality administrative support to the Wealth Services...

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice.You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments.Responsibilities: Using IO system and a variety of platforms Obtain quotes, illustrations, product information and appropriate paperwork Prepare annual reviews/valuations Process new business Liaise with providers Deal with client queries You must have experience as a Financial Services administrator to be successful in your application. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company...

Administrator at The Royal Mint 12.21 per hours Monday - Friday 08:00 - 16:00 This is a Temporary ongoing position Stafforce is recruiting for the Royal Mint based in Llantrisant, South Wales, CF72 8YT. We are looking for a administrative assistant to work on a Data Cleanse project. Purpose of the Role: We are seeking detail-oriented temporary resources to support a structured data cleanse activity. This role requires individuals who can work methodically across multiple internal systems to build a complete and accurate view of customer accounts. Knowledge, Skills & Experience: Review, validate, and update customer data within spreadsheets and internal systems Conduct KYC and bank verification checks, accurately recording outcomes Cross-reference information across multiple platforms to ensure data integrity Identify discrepancies, incomplete records, or exceptions and escalate where required Process basic account updates and follow...

Operations Administrator - Temp to Perm Opportunity Location: Leeds City Centre (Office-based) Pay Rate: 14.00 per hour Hours: 37.5 hours per week (08:30 - 17:00, Monday to Friday) Start Date: ASAP A fantastic opportunity has arisen for an experienced and motivated Operations Administrator to join a well-established and fast-paced financial services environment on a temp-to-perm basis. This role is ideal for someone who thrives in a structured setting, has strong attention to detail, and is confident working with a variety of systems and processes. Key Responsibilities: Providing administrative support across operational teams Accurately processing data and maintaining internal systems Handling queries in a timely and professional manner Supporting process improvements and maintaining compliance standards Working collaboratively with colleagues to meet team objectives What We're Looking For: Strong IT literacy, including confidence using multiple systems...

Financial Planning Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) 24,000 - 30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous). As an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience. Key responsibilities include: Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances. Research - carrying out in depth analysis of many different types of financial contracts. Client servicing - responding promptly to...

Our client is looking for a talented graduate to join their vibrant team as an Administrative Coordinator in Central London. If you're ambitious, organised, and eager to grow, this could be the perfect next step! Position: Team Administrator - Graduate Location: Central London Contract Type: Full-time, Permanent Salary: 28,900 About the Organisation: A forward-thinking professional services firm is seeking an organised and proactive individual to support its growing team. This is an opportunity to join a collaborative workplace that values efficiency, quality, and positive working relationships. What's on Offer: You'll benefit from a generous annual leave package (27 days plus bank holidays), a discretionary bonus scheme, pension contributions, and a range of additional incentives designed to support employee wellbeing. Key Duties: Deliver day-to-day administrative support to managers and wider team. Produce and format documents such as reports, letters,...

Administrator Warwick Salary c £27,000 (dependent on experience) + parking + pension, life assurance gym, excellent canteen Monday - Friday 8.30am - 4.30pm or 9.00am - 5.00pm (37.5 hours) We're seeking talented Administrator with a 'can do' attitude for a global company. You'll be working within Financial Services where accuracy and attention to detail is absolutely essential. Seeking a 12 month contract in a global organisation? Enjoy working in a team environment and pride yourself on your positive can do attitude? Thrive on being busy and having a varied role? Strong communication skills and excellent attention to detail? As a Contract Administrator, your day to day responsibilities:- Inputting a checking finance agreements, ensuring everything is accurate and correct, Liaising with clients and 3rd parties to chase any missing information Entering all the information onto the in-house system Working to meet deadlines. You will need to have:- Very strong...

Are you a highly organised individual with a passion for providing exceptional administrative support in a healthcare setting? If so, we have an exciting opportunity for you! Our client is seeking a Temporary Clinical Administrator who is dedicated to delivering a high-quality professional administrative service to patients, colleagues, and healthcare professionals. Role: Temporary Clinical Administrator Contract Type: Temporary Location: Marylebone Start Date: ASAP Duration: 3 months temp to possible perm Pay: 14.50 p/h Work Pattern : Hybrid Key Responsibilities: Patient Coordination: Take charge of contacting and booking National Health and private patients efficiently and professionally. Confidentiality Commitment: Ensure the utmost confidentiality of patient personal and financial information at all times. Referral Management: Process patient referrals using SEMBLE diary management software and Excel database. Appointment Scheduling:...

Marketing Administrator Hybrid - 4 Days in Office, 1 Day at Home 28,000 - 32,000 Permanent, Full Time 9am - 5:30pm City of London Are you a self-motivated marketing enthusiast looking to make your mark in the financial services industry? We are seeking a dynamic Marketing Administrator! If you have a flair for digital marketing, a keen eye for detail, and a passion for creating engaging content, this might be the perfect opportunity for you! Why work for this company? Interesting and challenging work in a dynamic environment. Ongoing training and opportunities for professional development. A competitive salary with strong long-term career prospects. A supportive and friendly working culture. Hybrid working! CycleScheme, TechScheme and Retail Discounts Season Ticket Loans Ful Benefits List - Shared with successful candidates Duties: Manage and update website content, including the creation of engaging sales webpages. Maintain a strong and...

HR Administrator BCR/AB/32262 Bromsgrove, Worcestershire THIS IS A 3 MONTH CONTRACT - MUST BE IMMEDIATELY AVAILABLE. 15.38 P/H DOE Bell Cornwall Recruitment are pleased to be recruiting for a HR Administrator, based in Bromsgrove, Worcestershire on a 3-month contract, working for a financial services company. The role - Manage inbox Schedule new starters in for inductions Send invites for training sessions Offer support where required The candidate - MUST have strong background within administration IDEALLY an interest within HR Amazing attention to detail, computer skills and organisation skills Knowledge of Articulate Storyline 360 or Vyond (not essential) If you are a strong administrator who has an interest within HR and are immediately available for a 3-month contract - please get in touch! MUST BE ABLE TO DRIVE TO BROMSGROVE, WORCESTSHIRE AS THE LOCATION IS DFFICULT TO REACH VIA PUBLIC TRANSPORT. Interested? Please click the 'APPLY' button now! BCR...

Finance Assistant / Accounts Administrator An excellent opportunity for a Finance Assistant / Accounts Administrator with experience in financial reporting, reconciliations, and accounting processes to join a professional organisation. You will support bookkeeping, accounts payable/receivable, and finance operations. If you’ve also worked in the following roles, we’d also like to hear from you: Finance Officer, Accounts Assistant, Finance Administrator, Accounts Clerk, Bookkeeper, Payroll Administrator   SALARY: Competitive (Depending on Experience) + Benefits LOCATION: Newcastle upon Tyne, North East England ( 100% Office Based – Candidates will need to live within a reasonable commuting distance to the site (NE1) JOB TYPE: Full-Time, Permanent WORKING HOURS: 37.5 hours per week, Monday to Friday (generally 8.30am – 5pm)   JOB OVERVIEW We have a fantastic new job opportunity for a Finance...

Mortgage Administrator London Up to £35,000 + Bonus Are you ready to join a high-growth brokerage and support one of its top-performing advisers in a fast-paced, high-volume environment? A respected, rapidly expanding mortgage brokerage is seeking a Mortgage Administrator to provide dedicated support to a leading broker within the firm. This is a key operational role suited to someone who is organised, trustworthy and confident managing a substantial caseload with accuracy and professionalism. You'll be part of a buzzy, social, team-first office culture where collaboration is encouraged and high performance is celebrated. Key Responsibilities Manage a high-volume pipeline of mortgage applications Prepare documentation, package cases and ensure full compliance Liaise with lenders, solicitors, clients and introducers to progress cases efficiently Maintain accurate records and update the CRM throughout each stage Support the adviser with fact-finds, documentation...

Legal Administrator Salary: £26,000 Start Date: TBC Close date: 31st of March 2026 Location: Central Bristol with hybrid working following completion of probationary period About Us At Kings Court Trust, we occupy a unique, privileged position. We are called upon at a sensitive time when families are going through the stages of grief, but there is an acceptance that certain realities need to be addressed. At Kings Court Trust, we have a goal to be the most successful and respected estate administration business in the UK. Individuals that take a role within our business will strive to reach this goal with us by taking the utmost pride and professionalism in their work and commitment to our business s goals and objectives. Our Purpose To support families through bereavement with expert guidance and genuine compassion, making a complex process feel manageable and human. What You ll Be Doing: Drafting and reviewing estate correspondence. Setting up new...

IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) 24,000 - 30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous). As an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience. Key responsibilities include: Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances. Research - carrying out in depth analysis of many different types of financial contracts. Client servicing - responding promptly to client enquiries...

We are currently working with an established organisation to recruit a Part Time Finance Administrator to support the day-to-day financial operations. This is a great opportunity for a finance professional looking for a part-time role with varied responsibilities in a stable environment. The Role Reporting into senior leadership, you will play a key role in maintaining accurate financial records and supporting the organisation s financial processes. Key responsibilities include: Assisting with monthly management accounts and variance analysis Supporting year-end processes, including audit preparation Processing and maintaining payroll records, including HMRC submissions Maintaining accurate financial records and reconciliations Preparing and submitting VAT returns Managing accounts payable and receivable, including invoicing and payments Supporting budget preparation and financial forecasting Maintaining the asset register and financial documentation Ensuring internal...

Job Title: Employee Benefit Administrator Salary: £45,000-£55,000 (depending on experience) Location: London (Hybrid) Job ID: 10156 About the Role A well-established financial planning boutique is seeking an experienced Employee Benefit Administrator to support advisers in managing corporate client employee benefit schemes. You will join a professional team with a clear focus on delivering high-quality service and strong client outcomes. Your role will include Responding to daily corporate client and employee queries Requesting and processing new business and renewal quotes from providers Administering joiners, leavers, claims, and pension schemes Preparing and summarising scheme details and supporting adviser recommendations Reviewing and issuing policy documents and client accounts Issuing client invoices and maintaining accurate records Supporting adviser-led corporate client reviews and scheme renewals Building and maintaining strong relationships...

I'm working with a leading wealth management firm in Taunton that is looking to welcome a Senior Client Administrator to their expanding team. Following continued success, they're keen to hear from individuals with experience in financial services client administration, ideally based locally to Taunton. If you're looking for your next step within a supportive and professional environment, this is a brilliant opportunity to join a growing and highly respected firm. Salary Up to £39,000 DOE - above market for the right candidate Location Hybrid / Taunton Key Responsibilities Coordinate diaries and schedule client meetings Support Financial Advisors with day-to-day client servicing Liaise with high-net-worth and affluent clients to ensure a smooth, professional experience Prepare client meeting packs and documentation Generate invoices as needed Maintain and update client databases Requirements Experience in client administration within financial services Proficiency...

Mortgage Administrator - initial 6-month FTC Salary: £25,000 p/a Location: Jewellery Quarter, Birmingham City Centre (100% office based)Bell Cornwall Recruitment are delighted to be working with a well-established financial services firm based in the Jewellery Quarter area of Birmingham. They are looking for a Mortgage Administrator to support the advisors operationally with high volume application processing. This role will initially be a 6-month fixed term contract. Responsibilities Support the Mortgage Advisors with mortgage administration after an agreement is in place Complete all paperwork for the lender Upload to lender portals Keeping an accurate record of information Chase estate agents and clients for information Keep track of when action is next due - and then chase that action Work towards completion dates Ideal Candidate Previous experience in Mortgages / Property / Financial Services Excellent communication skills Confident using Microsoft...