This is an important role to support the Academy Operations Manager across the Academy. The role holder will be responsible for leading non-educational functions of the Academy including Administration, Finance and Compliance, in accordance with Trust policy and procedures. You will ensure the administrative and organisational activities within the academy are effectively and efficiently maintained and provide excellent service to the overall running of the academy. This will include, but not exhaustive, the following: To act as the main support for the Primary Principal including diary management and business support. Provide administrative support to Head of Secondary, dealing with confidential and sensitive issues, including coordination and note taking of confidential meetings. Undertake analysis and interpret data as requested by Primary Principal /Academy Operations Manager. To support the Primary Principal / Leadership Team to coordinate events including Open / Parent Evenings etc. To support the wider staff team as appropriate. To type letters, reports, records as requested and preparing files for meetings. To undertake general administration of duties such as printing, scanning and filing. To provide front of house service as directed by Academy Operations Manager. To safeguard the integrity of all Academy and Trust data. This is a permanent full time role working 37 hours per week, 39 weeks per annum. Salary & Benefits Inner London NJC 08 - £32,442 FTE, £28,496 pro rata Access to Local Government Pension Scheme Regional networks of Trust colleagues and access to key leaders in Education Commitment to employee Health and Wellbeing including dedicated Employee Assistance Programme Awards and Recognition Scheme Flexible working patterns Benefits Platform : Health & Wellbeing Programme : Cycle to Work Scheme Who we are looking for We are looking for someone who has GCSE/NVQ level 2 or equivalent in English and Maths. Previous experience using Microsoft Office and able to produce, create and edit documents using Word, Excel, Powerpoint and Outlook. You must have experience of working in a school and administration team. Excellent interpersonal skills with the ability to work across a range of challenging issues and people including parents/carers, scholars, staff and members of the wider community. About The David Ross Education Trust The David Ross Education Trust's mission is to give every child attending one of our schools a world-class education. We are a network of unique and diverse academies across the country, committed to delivering a world-class, knowledge-rich education that empowers pupils to reach their fullest potential. Spanning North Yorkshire, the East Riding of Yorkshire, North-East Lincolnshire, the East Midlands and London, our network of 36 academies serves over 14,600 pupils and employs 2,300 dedicated staff. Our family of schools includes 24 primaries, 10 secondaries, an all-through school in London's Olympic Park, and a special school in Lincolnshire supporting pupils aged 2-19 with a broad range of special educational needs. As one of only 11 system leaders nationwide, we are recognised for our unwavering commitment to educational excellence, our innovative curriculum, and ability to drive sustained school improvement at scale. At the heart of our Mission is a deep belief in the transformative power of education. We are committed to ensuring that every child - regardless of their background - has access to an exceptional academic experience enriched by extensive co-curricular opportunities. From small rural primaries to large urban secondaries, our academies benefit from the strength of a collaborative, values-driven community, in which expertise is shared, best practices are embedded, and each school retains its distinctive character. We broaden the horizons of young people by inspiring students to become their confident, academic best via an education that creates academically gifted, confident, well-rounded young people in the classroom, in the workplace and in their communities. We are driven to provide our young people with access to a world-class education and enrichment experiences. Our students benefit from a wealth of opportunities to develop, learn and lead. From the classroom to cultural visits, sports, music and arts and engaging with our local communities, the rich and varied experiences we create help fuel ambition and unlock potential. The education and experiences we offer equips our young people with the leadership skills, team spirit, resilience and confidence to become outstanding citizens. Whatever your role you will contribute towards creating a rich and exciting learning environment that also offers our students an unrivalled package of sporting and cultural enrichment. We are incredibly lucky to be able to work alongside outstanding organisations and individuals who are happy to share their expertise and skills in supporting the David Ross Foundation's vision to give children better life chances through access to the best education and support we can give them. The David Ross Education Trust is an equal opportunity employer. We are committed to providing a fair, equitable and mutually supportive learning and working environment for our students and staff. It is our objective to ensure that job applicants and staff are treated solely on the basis of their merits, abilities and potential. We do not discriminate against any applicants on the basis of any protected characteristics. The David Ross Education Trust is committed to safeguarding and promoting the welfare of children and applicants must be willing to undergo vetting appropriate to the post, including a social media presence check and Enhanced DBS check. The successful applicant will be expected to adhere to all safeguarding, welfare and health and safety policies and procedures of the Trust. All pre-employment checks are in line with "Keeping Children Safe in Education" statutory guidance.
26/07/2026
Full time
This is an important role to support the Academy Operations Manager across the Academy. The role holder will be responsible for leading non-educational functions of the Academy including Administration, Finance and Compliance, in accordance with Trust policy and procedures. You will ensure the administrative and organisational activities within the academy are effectively and efficiently maintained and provide excellent service to the overall running of the academy. This will include, but not exhaustive, the following: To act as the main support for the Primary Principal including diary management and business support. Provide administrative support to Head of Secondary, dealing with confidential and sensitive issues, including coordination and note taking of confidential meetings. Undertake analysis and interpret data as requested by Primary Principal /Academy Operations Manager. To support the Primary Principal / Leadership Team to coordinate events including Open / Parent Evenings etc. To support the wider staff team as appropriate. To type letters, reports, records as requested and preparing files for meetings. To undertake general administration of duties such as printing, scanning and filing. To provide front of house service as directed by Academy Operations Manager. To safeguard the integrity of all Academy and Trust data. This is a permanent full time role working 37 hours per week, 39 weeks per annum. Salary & Benefits Inner London NJC 08 - £32,442 FTE, £28,496 pro rata Access to Local Government Pension Scheme Regional networks of Trust colleagues and access to key leaders in Education Commitment to employee Health and Wellbeing including dedicated Employee Assistance Programme Awards and Recognition Scheme Flexible working patterns Benefits Platform : Health & Wellbeing Programme : Cycle to Work Scheme Who we are looking for We are looking for someone who has GCSE/NVQ level 2 or equivalent in English and Maths. Previous experience using Microsoft Office and able to produce, create and edit documents using Word, Excel, Powerpoint and Outlook. You must have experience of working in a school and administration team. Excellent interpersonal skills with the ability to work across a range of challenging issues and people including parents/carers, scholars, staff and members of the wider community. About The David Ross Education Trust The David Ross Education Trust's mission is to give every child attending one of our schools a world-class education. We are a network of unique and diverse academies across the country, committed to delivering a world-class, knowledge-rich education that empowers pupils to reach their fullest potential. Spanning North Yorkshire, the East Riding of Yorkshire, North-East Lincolnshire, the East Midlands and London, our network of 36 academies serves over 14,600 pupils and employs 2,300 dedicated staff. Our family of schools includes 24 primaries, 10 secondaries, an all-through school in London's Olympic Park, and a special school in Lincolnshire supporting pupils aged 2-19 with a broad range of special educational needs. As one of only 11 system leaders nationwide, we are recognised for our unwavering commitment to educational excellence, our innovative curriculum, and ability to drive sustained school improvement at scale. At the heart of our Mission is a deep belief in the transformative power of education. We are committed to ensuring that every child - regardless of their background - has access to an exceptional academic experience enriched by extensive co-curricular opportunities. From small rural primaries to large urban secondaries, our academies benefit from the strength of a collaborative, values-driven community, in which expertise is shared, best practices are embedded, and each school retains its distinctive character. We broaden the horizons of young people by inspiring students to become their confident, academic best via an education that creates academically gifted, confident, well-rounded young people in the classroom, in the workplace and in their communities. We are driven to provide our young people with access to a world-class education and enrichment experiences. Our students benefit from a wealth of opportunities to develop, learn and lead. From the classroom to cultural visits, sports, music and arts and engaging with our local communities, the rich and varied experiences we create help fuel ambition and unlock potential. The education and experiences we offer equips our young people with the leadership skills, team spirit, resilience and confidence to become outstanding citizens. Whatever your role you will contribute towards creating a rich and exciting learning environment that also offers our students an unrivalled package of sporting and cultural enrichment. We are incredibly lucky to be able to work alongside outstanding organisations and individuals who are happy to share their expertise and skills in supporting the David Ross Foundation's vision to give children better life chances through access to the best education and support we can give them. The David Ross Education Trust is an equal opportunity employer. We are committed to providing a fair, equitable and mutually supportive learning and working environment for our students and staff. It is our objective to ensure that job applicants and staff are treated solely on the basis of their merits, abilities and potential. We do not discriminate against any applicants on the basis of any protected characteristics. The David Ross Education Trust is committed to safeguarding and promoting the welfare of children and applicants must be willing to undergo vetting appropriate to the post, including a social media presence check and Enhanced DBS check. The successful applicant will be expected to adhere to all safeguarding, welfare and health and safety policies and procedures of the Trust. All pre-employment checks are in line with "Keeping Children Safe in Education" statutory guidance.
Home > Careers > Trust Administrator Trust Administrator Summary of the role We are looking for a Trust Administrator to join a welcoming and talented team, taking responsibility for the administration of a varied portfolio of trust and company structures. If you have an eye for detail, a passion for client service, and are ready for a new Monday - join team VG! In this busy team you will take direct administrative responsibility for a portfolio of trusts, companies and other wealth structures. You will be proactive and approach challenges with conviction, positivity, urgency, efficiency and a smile! You will always look to deliver excellent service and ensure that you are doing the right thing for clients, staff, and shareholders. No two days are the same at VG. You will need to be organised, detail-orientated, work under your own initiative yet seamlessly with your team towards the completion of team goals and constantly look for ways to do things better, faster or more efficiently. Risk mitigation is part of our DNA; you will maintain specialist and technical knowledge across our solutions, awareness of the industry's evolving legal and regulatory landscape and proactively identify and report risks and concerns in a timely manner to ensure that VG upholds the highest level possible of compliance and reputation. You will have your own goals, both personal and professional; as part of the VG family you will be offered support, professional qualifications and mentoring to build a successful career and fulfil your ambitions. The list below details the tasks your role is likely to include. It is not exhaustive and may be amended from time to time. Client Administration Take responsibility for the administration of a portfolio of trust and company structures. Maintain the highest standards of administration, including the periodic production of reports and analyses for third parties. Draft and prepare documents such as minutes and resolutions as appropriate. Liaise with clients, intermediaries and other professional advisers. Attend client meetings with client directors and managers. Provide excellent service by building and maintaining long-term relationships. Optimise client potential and deliver a consistent, seamless client experience. Maintain client confidentiality at all times. Undertake any other duties that management may reasonably require from time to time. Financial Complete your timesheet daily with accurate narratives. Achieve the financial target set by management. Manage your WIP, keeping write-offs to a minimum. Understand the requirements and processes for payments, including those involving high-risk clients. Monitor for receipt of funds and confirm when received. Take responsibility for the billing process for your client portfolio. Prepare payment instructions, including for online banking systems, with supporting documentation. General Administration Carry out general administration duties essential to the efficient running of the business. Compliance and Risk Management Request and maintain up-to-date CDD documentation for your client portfolio. Understand what is appropriate and acceptable in relation to CDD and risk, escalating any concerns to your Manager. Skills, Knowledge & Expertise Holds or is studying towards a Table 4 qualification. Proven experience in trust and company administration, financial services or a legal services environment. Sound knowledge of the regulatory framework and Microsoft Office. Excellent written and verbal communication skills. Highly accurate with strong attention to detail and good time management. Proactive, motivated and able to use initiative, with a drive to achieve excellence for yourself and your clients. A flexible team player with a desire to learn and develop. Department Private Clients Employment type Permanent Employment status Entitled / Entitled to Work Key team members: Wendy Inns Director - Private Wealth Sheena Huggett Director - Private Wealth Employee testimonial "As VG is an agile firm - we change and adapt quickly." Read more Sheena Huggett Director - Private Wealth Employee testimonial "VG really cares about its team as individuals - we're not just a number." Read more Paul Bulstrode Senior Manager - Corporate word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word
26/07/2026
Full time
Home > Careers > Trust Administrator Trust Administrator Summary of the role We are looking for a Trust Administrator to join a welcoming and talented team, taking responsibility for the administration of a varied portfolio of trust and company structures. If you have an eye for detail, a passion for client service, and are ready for a new Monday - join team VG! In this busy team you will take direct administrative responsibility for a portfolio of trusts, companies and other wealth structures. You will be proactive and approach challenges with conviction, positivity, urgency, efficiency and a smile! You will always look to deliver excellent service and ensure that you are doing the right thing for clients, staff, and shareholders. No two days are the same at VG. You will need to be organised, detail-orientated, work under your own initiative yet seamlessly with your team towards the completion of team goals and constantly look for ways to do things better, faster or more efficiently. Risk mitigation is part of our DNA; you will maintain specialist and technical knowledge across our solutions, awareness of the industry's evolving legal and regulatory landscape and proactively identify and report risks and concerns in a timely manner to ensure that VG upholds the highest level possible of compliance and reputation. You will have your own goals, both personal and professional; as part of the VG family you will be offered support, professional qualifications and mentoring to build a successful career and fulfil your ambitions. The list below details the tasks your role is likely to include. It is not exhaustive and may be amended from time to time. Client Administration Take responsibility for the administration of a portfolio of trust and company structures. Maintain the highest standards of administration, including the periodic production of reports and analyses for third parties. Draft and prepare documents such as minutes and resolutions as appropriate. Liaise with clients, intermediaries and other professional advisers. Attend client meetings with client directors and managers. Provide excellent service by building and maintaining long-term relationships. Optimise client potential and deliver a consistent, seamless client experience. Maintain client confidentiality at all times. Undertake any other duties that management may reasonably require from time to time. Financial Complete your timesheet daily with accurate narratives. Achieve the financial target set by management. Manage your WIP, keeping write-offs to a minimum. Understand the requirements and processes for payments, including those involving high-risk clients. Monitor for receipt of funds and confirm when received. Take responsibility for the billing process for your client portfolio. Prepare payment instructions, including for online banking systems, with supporting documentation. General Administration Carry out general administration duties essential to the efficient running of the business. Compliance and Risk Management Request and maintain up-to-date CDD documentation for your client portfolio. Understand what is appropriate and acceptable in relation to CDD and risk, escalating any concerns to your Manager. Skills, Knowledge & Expertise Holds or is studying towards a Table 4 qualification. Proven experience in trust and company administration, financial services or a legal services environment. Sound knowledge of the regulatory framework and Microsoft Office. Excellent written and verbal communication skills. Highly accurate with strong attention to detail and good time management. Proactive, motivated and able to use initiative, with a drive to achieve excellence for yourself and your clients. A flexible team player with a desire to learn and develop. Department Private Clients Employment type Permanent Employment status Entitled / Entitled to Work Key team members: Wendy Inns Director - Private Wealth Sheena Huggett Director - Private Wealth Employee testimonial "As VG is an agile firm - we change and adapt quickly." Read more Sheena Huggett Director - Private Wealth Employee testimonial "VG really cares about its team as individuals - we're not just a number." Read more Paul Bulstrode Senior Manager - Corporate word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word
A well-established and highly respected investment and wealth management firm is looking to appoint a SIPP Administrator to join their growing operations team. This business has built a strong reputation for delivering high-quality financial planning and investment solutions, with a long-standing presence in the market and a collaborative, people-first culture. Due to continued growth, they are now seeking an experienced pensions professional to support their expanding client base. The Role You'll play a key role in administering a portfolio of pension schemes, ensuring a high standard of service is delivered to clients, advisers, and internal stakeholders. Key responsibilities include: Administering Self Invested Personal Pensions (SIPPs) from cradle to completion Processing contributions, transfers, and benefit payments Liaising with IFAs, clients, and third party providers Ensuring all work complies with regulatory and internal standards Supporting senior team members on more complex cases where required What They're Looking For Previous experience in pensions administration (essential) Experience with SIPPs or SSAS (preferred but not essential) Strong attention to detail and organisational skills Ability to manage workloads effectively in a fast paced environment A team player with a proactive and professional approach What's on Offer Salary up to £35,000 (depending on experience) Hybrid working model Supportive and collaborative team environment Genuine opportunity for career progression within a growing firm Exposure to a broad range of pension and investment products This is a fantastic opportunity for someone looking to develop their career within a reputable wealth management business that values its people and offers long term progression. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
25/07/2026
Full time
A well-established and highly respected investment and wealth management firm is looking to appoint a SIPP Administrator to join their growing operations team. This business has built a strong reputation for delivering high-quality financial planning and investment solutions, with a long-standing presence in the market and a collaborative, people-first culture. Due to continued growth, they are now seeking an experienced pensions professional to support their expanding client base. The Role You'll play a key role in administering a portfolio of pension schemes, ensuring a high standard of service is delivered to clients, advisers, and internal stakeholders. Key responsibilities include: Administering Self Invested Personal Pensions (SIPPs) from cradle to completion Processing contributions, transfers, and benefit payments Liaising with IFAs, clients, and third party providers Ensuring all work complies with regulatory and internal standards Supporting senior team members on more complex cases where required What They're Looking For Previous experience in pensions administration (essential) Experience with SIPPs or SSAS (preferred but not essential) Strong attention to detail and organisational skills Ability to manage workloads effectively in a fast paced environment A team player with a proactive and professional approach What's on Offer Salary up to £35,000 (depending on experience) Hybrid working model Supportive and collaborative team environment Genuine opportunity for career progression within a growing firm Exposure to a broad range of pension and investment products This is a fantastic opportunity for someone looking to develop their career within a reputable wealth management business that values its people and offers long term progression. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Overview Are you an experienced Pensions Administrator with strong SIPP or SSAS knowledge, looking for a role where your expertise is genuinely valued? This is an opportunity to join a well-established, national independent provider of wealth management and pension services. With continued growth across multiple offices, they are looking to add an experienced administrator to their busy pensions team, supporting advisers and senior stakeholders while managing a varied client portfolio. The role Working closely with the Team Leader and wider CRM team, you'll take ownership of the administration of SIPP and SSAS pension schemes, acting as a key point of contact for clients and advisers. Your responsibilities Managing and administering a portfolio of SIPP and SSAS schemes Acting as first point of contact for clients, advisers and product providers Processing new business, ongoing servicing and scheme events Ensuring all FCA and HMRC deadlines are met Maintaining accurate client records and audit-ready files Preparing documentation and handling routine correspondence Organising and prioritising workloads while managing client expectations Experience required Experience administering SIPP and/or SSAS schemes Strong understanding of pension regulations and compliance requirements Confident communicator with a professional, client-focused approach Highly organised, detail-driven and able to manage a busy workload What's on offer Salary up to £35,000 Hybrid working 2 days in the office Exam support and development opportunities Long-term career progression within a stable, growing business If you're an experienced pensions administrator looking for flexibility, stability and clear progression, get in touch for a confidential chat or send your CV and we can arrange a call. 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 culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
25/07/2026
Full time
Overview Are you an experienced Pensions Administrator with strong SIPP or SSAS knowledge, looking for a role where your expertise is genuinely valued? This is an opportunity to join a well-established, national independent provider of wealth management and pension services. With continued growth across multiple offices, they are looking to add an experienced administrator to their busy pensions team, supporting advisers and senior stakeholders while managing a varied client portfolio. The role Working closely with the Team Leader and wider CRM team, you'll take ownership of the administration of SIPP and SSAS pension schemes, acting as a key point of contact for clients and advisers. Your responsibilities Managing and administering a portfolio of SIPP and SSAS schemes Acting as first point of contact for clients, advisers and product providers Processing new business, ongoing servicing and scheme events Ensuring all FCA and HMRC deadlines are met Maintaining accurate client records and audit-ready files Preparing documentation and handling routine correspondence Organising and prioritising workloads while managing client expectations Experience required Experience administering SIPP and/or SSAS schemes Strong understanding of pension regulations and compliance requirements Confident communicator with a professional, client-focused approach Highly organised, detail-driven and able to manage a busy workload What's on offer Salary up to £35,000 Hybrid working 2 days in the office Exam support and development opportunities Long-term career progression within a stable, growing business If you're an experienced pensions administrator looking for flexibility, stability and clear progression, get in touch for a confidential chat or send your CV and we can arrange a call. 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 culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
IDEX Consulting is recruiting a Senior Client Administrator for a wealth management firm in Bath. This position involves close collaboration with Financial Advisors to enhance client service and requires experience in financial services administration. The firm offers attractive perks, including hybrid working, private medical insurance, and extensive annual leave. Joining this company provides significant opportunities for professional growth and direct interaction with high-net-worth clients.
25/07/2026
Full time
IDEX Consulting is recruiting a Senior Client Administrator for a wealth management firm in Bath. This position involves close collaboration with Financial Advisors to enhance client service and requires experience in financial services administration. The firm offers attractive perks, including hybrid working, private medical insurance, and extensive annual leave. Joining this company provides significant opportunities for professional growth and direct interaction with high-net-worth clients.
I'm currently recruiting for a Senior Client Administrator position with a well respected wealth management firm based in Bath. They're looking for someone with an experience in financial services administration, based in or near the Bath area. What makes this role particularly appealing is their willingness to offer above market salaries to secure the right talent for the business. Responsibilities Collaborate closely with Financial Advisors to provide proactive assistance Manage calendars and schedule client meetings Communicate with affluent and high net worth clients to ensure a seamless process and positive experience Assemble meeting materials for Advisors before client meetings Raise invoices where required Database management Perks Hybrid & Flexible working Private Medical Insurance Employee Pension Scheme 27 days Annual Leave Dental Insurance Health cash plan Study support The business offers huge opportunities for progression, demonstrated by recent promotions with other Client Administrators. They are specifically keen to speak with those who have worked directly with Advisors within an financial services environment. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
25/07/2026
Full time
I'm currently recruiting for a Senior Client Administrator position with a well respected wealth management firm based in Bath. They're looking for someone with an experience in financial services administration, based in or near the Bath area. What makes this role particularly appealing is their willingness to offer above market salaries to secure the right talent for the business. Responsibilities Collaborate closely with Financial Advisors to provide proactive assistance Manage calendars and schedule client meetings Communicate with affluent and high net worth clients to ensure a seamless process and positive experience Assemble meeting materials for Advisors before client meetings Raise invoices where required Database management Perks Hybrid & Flexible working Private Medical Insurance Employee Pension Scheme 27 days Annual Leave Dental Insurance Health cash plan Study support The business offers huge opportunities for progression, demonstrated by recent promotions with other Client Administrators. They are specifically keen to speak with those who have worked directly with Advisors within an financial services environment. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Our client, a Wealth and Asset Management company based in the City of London, is looking for an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team to deliver high quality client service to clients as well as suggesting improvements to working practices of the wider Client Administration department. This is a hybrid role, with 3 days in the office and 2 from home. The successful candidate will be involved from the start of the client relationship, working closely with the Investment Managers to discuss client requirements, arrange for the account opening, liaise with other internal teams and third parties, and be in direct contact with the client or their representatives throughout the process. Key responsibilities include: Ensuring the ongoing maintenance of existing client accounts, including periodic AML reviews, amendments to agreements, sub accounts, and record keeping. Liaising with third parties in relation to custodial matters and/or the opening of derivative and FFX accounts. Developing an ongoing relationship with clients where appropriate. Systems administration of client data on internal and external systems. Dealing with client queries, including reporting queries, cash transactions, custody arrangements, and transitions. Liaising with third-party consultants/audit firms to coordinate client requirements and provide information when requested. Liaising with colleagues throughout the business to coordinate and deliver a high level of service to clients. Providing assistance and offering guidance or training for new and junior members of the team and other areas of the business when required. Providing efficient and timely support to Investment Managers. Providing support and cover to the Client Administration Team. Attending client meetings when required. The ideal candidate will have: Sound technical knowledge and experience of client take-on within an Asset Management environment. Minimum 2 years' experience in a similar role. Strong knowledge of the structure and organisation of Asset Management companies. Excellent organisational skills, and the ability to work unsupervised and be self-motivated. Ability to prioritise work to meet deadlines and multi-task. Strong communication skills, both written and verbal. Confident and able to deal directly with clients and colleagues at all levels. Numerical, analytical, and PC skills essential. Working knowledge of the appropriate investment parameters and fee arrangements for discretionary managed portfolios. Knowledge of Investment instruments, securities, corporate actions, and capital gains tax rules and computations. Relevant industry qualifications, such as IOC, are desirable. Date: 11 Oct 2024 Sector: FINANCIAL MARKETS Type: Permanent Location: London Salary: £50,000 - £55,000 per annum
25/07/2026
Full time
Our client, a Wealth and Asset Management company based in the City of London, is looking for an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team to deliver high quality client service to clients as well as suggesting improvements to working practices of the wider Client Administration department. This is a hybrid role, with 3 days in the office and 2 from home. The successful candidate will be involved from the start of the client relationship, working closely with the Investment Managers to discuss client requirements, arrange for the account opening, liaise with other internal teams and third parties, and be in direct contact with the client or their representatives throughout the process. Key responsibilities include: Ensuring the ongoing maintenance of existing client accounts, including periodic AML reviews, amendments to agreements, sub accounts, and record keeping. Liaising with third parties in relation to custodial matters and/or the opening of derivative and FFX accounts. Developing an ongoing relationship with clients where appropriate. Systems administration of client data on internal and external systems. Dealing with client queries, including reporting queries, cash transactions, custody arrangements, and transitions. Liaising with third-party consultants/audit firms to coordinate client requirements and provide information when requested. Liaising with colleagues throughout the business to coordinate and deliver a high level of service to clients. Providing assistance and offering guidance or training for new and junior members of the team and other areas of the business when required. Providing efficient and timely support to Investment Managers. Providing support and cover to the Client Administration Team. Attending client meetings when required. The ideal candidate will have: Sound technical knowledge and experience of client take-on within an Asset Management environment. Minimum 2 years' experience in a similar role. Strong knowledge of the structure and organisation of Asset Management companies. Excellent organisational skills, and the ability to work unsupervised and be self-motivated. Ability to prioritise work to meet deadlines and multi-task. Strong communication skills, both written and verbal. Confident and able to deal directly with clients and colleagues at all levels. Numerical, analytical, and PC skills essential. Working knowledge of the appropriate investment parameters and fee arrangements for discretionary managed portfolios. Knowledge of Investment instruments, securities, corporate actions, and capital gains tax rules and computations. Relevant industry qualifications, such as IOC, are desirable. Date: 11 Oct 2024 Sector: FINANCIAL MARKETS Type: Permanent Location: London Salary: £50,000 - £55,000 per annum
A Wealth and Asset Management company in London is looking for an experienced Senior Client Services Administrator to support Investment Managers in delivering high-quality client service. The ideal candidate will have a minimum of 2 years' experience in a similar role and strong client relationship management skills. This hybrid role offers a salary between £50,000 and £55,000 per annum, with 3 days in the office and 2 from home.
25/07/2026
Full time
A Wealth and Asset Management company in London is looking for an experienced Senior Client Services Administrator to support Investment Managers in delivering high-quality client service. The ideal candidate will have a minimum of 2 years' experience in a similar role and strong client relationship management skills. This hybrid role offers a salary between £50,000 and £55,000 per annum, with 3 days in the office and 2 from home.
I'm working with a leading wealth management firm in Taunton that's 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. 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 with Intelligent Office is essential The company offer hybrid / flexible working. If this role sounds like it could be for you, and you would like some more information, please send your CV to 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 culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
24/07/2026
Full time
I'm working with a leading wealth management firm in Taunton that's 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. 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 with Intelligent Office is essential The company offer hybrid / flexible working. If this role sounds like it could be for you, and you would like some more information, please send your CV to 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 culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
razorblue role: Reporting to the Enterprise Solution Architect, the Power Platform Solutions Architect is a senior member of the Solution Design team, responsible for shaping, designing, and governing modern Microsoft-based business solutions across razorblue's client base. This role combines strong technical capability with commercial awareness and excellent customer engagement skills. You'll work closely with the customers, Solution Architects, Account Management, Development, and Project Delivery teams to ensure all proposed solutions are scalable, secure, commercially viable, and aligned with best practice. You'll support pre sales engagements, contribute to architectural design, and act as a trusted advisor throughout project delivery. The ideal candidate will have hands on experience across the Microsoft ecosystem, with particular focus on Power Platform, Microsoft Fabric, Microsoft 365, and emerging AI technologies such as Copilot and AI Builder. You'll be comfortable switching between customer workshops, technical design sessions, pre sales discussions, and hands on solution guidance when required. This is a customer facing role requiring strong communication skills, commercial awareness, and the ability to simplify technical concepts for both technical and non technical audiences. Our perfect candidate should have a wealth of knowledge spanning various technologies and be able to use these skills to troubleshoot and deliver five star solutions that keep our clients happy. Customer service is paramount to us, which is why we only look for candidates with excellent customer facing skills and the ability to communicate effectively. Your friendly tech savvy will truly shine here. Key responsibilities and accountabilities Solution Design & Pre Sales (40%) Lead the design of scalable Microsoft based business solutions for new and existing clients. Produce and review technical design documents (HLDs) in line with razorblue standards. Design solutions leveraging technologies such as Power Apps, Power Automate, Dataverse, Microsoft Fabric, Power BI, and Microsoft 365. Support the integration of AI capabilities including Microsoft Copilot, AI Builder, and related Microsoft AI technologies where appropriate. Join client meetings and workshops to gather requirements and translate them into practical technical solutions. Present proposed solutions confidently to technical and non technical stakeholders. Support Account Managers and the Solution Architect team in preparing technical proposals, statements of work, and project scopes. Microsoft Data, Power Platform & AI Strategy (20%) Act as a subject matter expert across Power Platform, Microsoft Fabric, and Microsoft AI technologies. Guide clients on best practice around governance, security, licensing, and platform adoption. Help customers modernise manual processes, spreadsheets, and legacy workflows using Microsoft technologies. Support the development of internal standards, templates, and reusable solution frameworks. Stay current with Microsoft roadmap developments, particularly around AI, Copilot, Fabric, and the Power Platform ecosystem. Promote best practice for low code development, environment strategy, and solution lifecycle management. Project Delivery & Technical Leadership (20%) Work alongside the Project Management and the Development team to support successful project delivery. Provide technical guidance and architectural oversight throughout implementation phases. Assist in resolving complex technical challenges across client environments. Ensure solutions are aligned with security, compliance, and operational best practices. Support testing, validation, and handover activities where required. Contribute to continuous improvement across delivery methodologies and technical standards. Mentoring & Knowledge Sharing (20%) Improve technical capability across the business through mentoring and knowledge sharing. Support Consultants and Engineers with solution design guidance and technical coaching. Contribute to internal workshops, documentation, and training initiatives. Encourage innovation and adoption of emerging Microsoft technologies across the wider team. Person Specifications Qualification Must hold Full UK Driving Licence. Relevant Microsoft certifications desirable, such as: Microsoft Power Platform Solution Architect Expert Microsoft Fabric Analytics Engineer Associate Microsoft Azure Fundamentals / Administrator Microsoft AI or Copilot related certifications Relevant Microsoft infrastructure or cloud qualifications desirable. Experience Microsoft Stack experience including Microsoft 365 and Azure. Power Platform experience including: Power Apps Power Automate Dataverse Power BI Working knowledge of Microsoft Fabric and modern data platforms. Understanding of Microsoft AI technologies including Copilot and AI Builder. Experience designing customer facing technical solutions. Pre sales, workshop, or consultancy experience. Cloud platform experience including Microsoft Azure. Understanding of governance, security, and best practice within Microsoft environments. Experience producing technical documentation and solution designs. Skills Excellent customer engagement and stakeholder management skills. Ability to communicate confidently with technical and non technical audiences. Strong problem solving and solution design capability. Commercial awareness and ability to balance technical and business priorities. Ability to work independently and perform own research. Professional presentation and communication skills. Strong written and verbal communication skills. Passion for modern Microsoft technologies and continuous learning. Continuous learning and development are central to our culture, and we heavily invest in elevating our people, not just hiring those already at an expert level. Benefits Base salary of £55,000 - £60,000 per annum depending on skills and knowledge. Hybrid working (50%). Flexible working to suit your work life fit. 25 days holidays per annum + public holidays + the ability to purchase 10 more. Private Health Insurance with Vitality Health. Your birthday off. Enhanced maternity, paternity, adoption leave + baby bonus. Fully funded training and accreditations to expand your skillset. Two paid charity volunteering days per year. Discounted Broadband. Life insurance. Quarterly team social fund. Cycle to Work scheme. Gear up with the latest tech toys through our partnership with Currys. Cruise around in an eco friendly electric car with our EV Scheme. We're committed to creating an inclusive and accessible recruitment process. Please don't hesitate to reach out if you require any reasonable adjustments to participate in our interview process. We're here to support you.
24/07/2026
Full time
razorblue role: Reporting to the Enterprise Solution Architect, the Power Platform Solutions Architect is a senior member of the Solution Design team, responsible for shaping, designing, and governing modern Microsoft-based business solutions across razorblue's client base. This role combines strong technical capability with commercial awareness and excellent customer engagement skills. You'll work closely with the customers, Solution Architects, Account Management, Development, and Project Delivery teams to ensure all proposed solutions are scalable, secure, commercially viable, and aligned with best practice. You'll support pre sales engagements, contribute to architectural design, and act as a trusted advisor throughout project delivery. The ideal candidate will have hands on experience across the Microsoft ecosystem, with particular focus on Power Platform, Microsoft Fabric, Microsoft 365, and emerging AI technologies such as Copilot and AI Builder. You'll be comfortable switching between customer workshops, technical design sessions, pre sales discussions, and hands on solution guidance when required. This is a customer facing role requiring strong communication skills, commercial awareness, and the ability to simplify technical concepts for both technical and non technical audiences. Our perfect candidate should have a wealth of knowledge spanning various technologies and be able to use these skills to troubleshoot and deliver five star solutions that keep our clients happy. Customer service is paramount to us, which is why we only look for candidates with excellent customer facing skills and the ability to communicate effectively. Your friendly tech savvy will truly shine here. Key responsibilities and accountabilities Solution Design & Pre Sales (40%) Lead the design of scalable Microsoft based business solutions for new and existing clients. Produce and review technical design documents (HLDs) in line with razorblue standards. Design solutions leveraging technologies such as Power Apps, Power Automate, Dataverse, Microsoft Fabric, Power BI, and Microsoft 365. Support the integration of AI capabilities including Microsoft Copilot, AI Builder, and related Microsoft AI technologies where appropriate. Join client meetings and workshops to gather requirements and translate them into practical technical solutions. Present proposed solutions confidently to technical and non technical stakeholders. Support Account Managers and the Solution Architect team in preparing technical proposals, statements of work, and project scopes. Microsoft Data, Power Platform & AI Strategy (20%) Act as a subject matter expert across Power Platform, Microsoft Fabric, and Microsoft AI technologies. Guide clients on best practice around governance, security, licensing, and platform adoption. Help customers modernise manual processes, spreadsheets, and legacy workflows using Microsoft technologies. Support the development of internal standards, templates, and reusable solution frameworks. Stay current with Microsoft roadmap developments, particularly around AI, Copilot, Fabric, and the Power Platform ecosystem. Promote best practice for low code development, environment strategy, and solution lifecycle management. Project Delivery & Technical Leadership (20%) Work alongside the Project Management and the Development team to support successful project delivery. Provide technical guidance and architectural oversight throughout implementation phases. Assist in resolving complex technical challenges across client environments. Ensure solutions are aligned with security, compliance, and operational best practices. Support testing, validation, and handover activities where required. Contribute to continuous improvement across delivery methodologies and technical standards. Mentoring & Knowledge Sharing (20%) Improve technical capability across the business through mentoring and knowledge sharing. Support Consultants and Engineers with solution design guidance and technical coaching. Contribute to internal workshops, documentation, and training initiatives. Encourage innovation and adoption of emerging Microsoft technologies across the wider team. Person Specifications Qualification Must hold Full UK Driving Licence. Relevant Microsoft certifications desirable, such as: Microsoft Power Platform Solution Architect Expert Microsoft Fabric Analytics Engineer Associate Microsoft Azure Fundamentals / Administrator Microsoft AI or Copilot related certifications Relevant Microsoft infrastructure or cloud qualifications desirable. Experience Microsoft Stack experience including Microsoft 365 and Azure. Power Platform experience including: Power Apps Power Automate Dataverse Power BI Working knowledge of Microsoft Fabric and modern data platforms. Understanding of Microsoft AI technologies including Copilot and AI Builder. Experience designing customer facing technical solutions. Pre sales, workshop, or consultancy experience. Cloud platform experience including Microsoft Azure. Understanding of governance, security, and best practice within Microsoft environments. Experience producing technical documentation and solution designs. Skills Excellent customer engagement and stakeholder management skills. Ability to communicate confidently with technical and non technical audiences. Strong problem solving and solution design capability. Commercial awareness and ability to balance technical and business priorities. Ability to work independently and perform own research. Professional presentation and communication skills. Strong written and verbal communication skills. Passion for modern Microsoft technologies and continuous learning. Continuous learning and development are central to our culture, and we heavily invest in elevating our people, not just hiring those already at an expert level. Benefits Base salary of £55,000 - £60,000 per annum depending on skills and knowledge. Hybrid working (50%). Flexible working to suit your work life fit. 25 days holidays per annum + public holidays + the ability to purchase 10 more. Private Health Insurance with Vitality Health. Your birthday off. Enhanced maternity, paternity, adoption leave + baby bonus. Fully funded training and accreditations to expand your skillset. Two paid charity volunteering days per year. Discounted Broadband. Life insurance. Quarterly team social fund. Cycle to Work scheme. Gear up with the latest tech toys through our partnership with Currys. Cruise around in an eco friendly electric car with our EV Scheme. We're committed to creating an inclusive and accessible recruitment process. Please don't hesitate to reach out if you require any reasonable adjustments to participate in our interview process. We're here to support you.
We are seeking a detail oriented and proactive Senior Administrator to join the financial services team in the Cardiff regional hub of one of the UK's most dynamic wealth management firms. The successful candidate will support Financial Advisers provide a high quality service to our clients. You need to be both a people person and a first class Administrator to excel in this role, as you'll have daily contact with our clients, Advisers, colleagues and providers. This role offers an excellent opportunity for individuals with a strong organisational background and a passion for financial planning to develop their career within a professional environment. The is suitable for candidates eager to develop their experience in the financial services industry. Responsibilities Maintain regular contact with clients providing assistance where required Liaise with various providers, gathering and correlating plan/policy information and ensuring a smooth and timely business process Processing Letters of Authority Create and maintain client files and enter details onto back office database Submitting business on internal and external systems Prepare paperwork for pre sale and post sale Meeting preparation - preparing all pre meeting requirements such as portfolio valuations and performance, fact find documentation, money laundering requirements, risk questionnaires, etc. Post meeting administration - preparing, writing and producing client reports Implementing Adviser specific actions that result from advice given to the client New business processing and submitting onto external and internal systems Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products General administration and client servicing support as needed Skills and Qualifications Must have excellent interpersonal and organisational skills with the ability to work in a fun but professional environment You must be happy to work on your own and as part of a team Able to work within defined business processes Prioritise and plan own workload Have attention to detail and accuracy Be able to communicate effectively with colleagues and clients Excellent interpersonal skills, both written and verbal Ability to focus and prioritise effectively Ability to build strong working relationships internally & externally Good IT skills including Office 365 Good telephone manner Previous experience of working within a similar role within a financial services business is highly desirable. Benefits Company pension scheme Death in service 25 days annual leave, increasing to 30 with length of service Flexible benefits Market leading enhanced family friendly policies Cycle to work scheme Training and support towards industry recognised certifications Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
23/07/2026
Full time
We are seeking a detail oriented and proactive Senior Administrator to join the financial services team in the Cardiff regional hub of one of the UK's most dynamic wealth management firms. The successful candidate will support Financial Advisers provide a high quality service to our clients. You need to be both a people person and a first class Administrator to excel in this role, as you'll have daily contact with our clients, Advisers, colleagues and providers. This role offers an excellent opportunity for individuals with a strong organisational background and a passion for financial planning to develop their career within a professional environment. The is suitable for candidates eager to develop their experience in the financial services industry. Responsibilities Maintain regular contact with clients providing assistance where required Liaise with various providers, gathering and correlating plan/policy information and ensuring a smooth and timely business process Processing Letters of Authority Create and maintain client files and enter details onto back office database Submitting business on internal and external systems Prepare paperwork for pre sale and post sale Meeting preparation - preparing all pre meeting requirements such as portfolio valuations and performance, fact find documentation, money laundering requirements, risk questionnaires, etc. Post meeting administration - preparing, writing and producing client reports Implementing Adviser specific actions that result from advice given to the client New business processing and submitting onto external and internal systems Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products General administration and client servicing support as needed Skills and Qualifications Must have excellent interpersonal and organisational skills with the ability to work in a fun but professional environment You must be happy to work on your own and as part of a team Able to work within defined business processes Prioritise and plan own workload Have attention to detail and accuracy Be able to communicate effectively with colleagues and clients Excellent interpersonal skills, both written and verbal Ability to focus and prioritise effectively Ability to build strong working relationships internally & externally Good IT skills including Office 365 Good telephone manner Previous experience of working within a similar role within a financial services business is highly desirable. Benefits Company pension scheme Death in service 25 days annual leave, increasing to 30 with length of service Flexible benefits Market leading enhanced family friendly policies Cycle to work scheme Training and support towards industry recognised certifications Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
IDEX Consulting in Cardiff is seeking a detail-oriented Senior Administrator to join the financial services team in our regional hub. You will support Financial Advisers and provide a high-quality service to clients, liaising with advisers, colleagues, and providers. This role offers an excellent opportunity for individuals with a strong organisational background and a passion for financial planning to develop their career within a professional environment.
23/07/2026
Full time
IDEX Consulting in Cardiff is seeking a detail-oriented Senior Administrator to join the financial services team in our regional hub. You will support Financial Advisers and provide a high-quality service to clients, liaising with advisers, colleagues, and providers. This role offers an excellent opportunity for individuals with a strong organisational background and a passion for financial planning to develop their career within a professional environment.
A leading provider of bespoke private wealth, corporate administration and yacht services in the United Kingdom is seeking a Trainee Trust Administrator. You will assist with the management of a portfolio of clients, providing support under the guidance of a Senior Trust Administrator. The ideal candidate should possess A Level education or equivalent and exhibit strong communication and problem-solving skills. This role is for candidates with a Guernsey Resident Working Permit and offers a path towards relevant professional qualifications.
21/07/2026
Full time
A leading provider of bespoke private wealth, corporate administration and yacht services in the United Kingdom is seeking a Trainee Trust Administrator. You will assist with the management of a portfolio of clients, providing support under the guidance of a Senior Trust Administrator. The ideal candidate should possess A Level education or equivalent and exhibit strong communication and problem-solving skills. This role is for candidates with a Guernsey Resident Working Permit and offers a path towards relevant professional qualifications.
Systems Administrator - 12 Month FTCLivingston, United KingdomApply NowFind out how well you match with this jobJob IDR040233 About us At Plexus, our vision is to help create the products that build a better world. By embracing an innovative culture of excellence, we pride ourselves on designing, manufacturing and servicing some of the world's most transformative products. From life-saving medical technology and mission-critical defense solutions to sophisticated industrial automation, we're proud to partner with our customers to bring their complex ideas to market. Visit to learn more about our unwavering commitment to our vision. Living Our Values With a vision rooted in the wellbeing and inclusive engagement of our team members, our customers, their end users and our communities, people are the heart of what we do and who we are. Our values unite and guide us in everything that we do. Our values include: Growing our People, Building Belonging, Innovating Responsibly, Delivering Excellence and Creating Customer Success. As part of our team, you'll do impactful work within an inclusive environment where everyone works together to achieve extraordinary outcomes. You'll be empowered to reach your full potential through managing your own personalised development plan and access to our learning and development programs. Plexus is seeking a highly skilled and experienced IT Support Engineer/Systems Admin to take ownership of complex technical escalations, maintain critical infrastructure components, and mentor junior staff. If you are proficient across the stack, from end-user support to server maintenance, we invite you to apply!Please note that this role is an on-site, 12 month, fixed term contract with possibility of extension. In this role you will role you will; Focus on advanced problem resolution and infrastructure stability. Serve as the escalation point for all complex hardware, software, and network incidents, driving issues to complete resolution. Manage and maintain core server infrastructure (physical and virtualized environments, e.g., VMware), including patching, monitoring, and troubleshooting performance bottlenecks. Oversee and optimize our Active Directory structure, Group Policy Objects (GPOs), DNS, and DHCP services. Develop, implement, and maintain IT operational documentation and disaster recovery procedures for critical systems. Lead small to medium-scale IT projects, such as system upgrades, migrations, or the rollout of new infrastructure technologies. Support Global projects to ensure smooth transitions. Provide advanced troubleshooting and support for sophisticated network components (e.g., firewalls, managed switches, Wi-Fi configurations). What we're looking for: The ideal candidate must demonstrate proven expertise in the following areas: Experience: 2+ years in an advanced IT support, Systems Administration, or Infrastructure Engineering role. Systems Expertise: Deep proficiency with Windows Server operating systems (2016/2019/2022) and virtualization technologies. Automation: Scripting proficiency using PowerShell for routine administrative tasks and automation is highly desirable. Networking: Solid understanding of Layer 2/Layer 3 networking, VLAN configuration, and VPN technologies. Soft Skills: Exceptional diagnostic, analytical, and mentoring abilities to guide colleagues and interact confidently with senior management. Your Rewards and Wellbeing We believe in rewarding your contribution with a comprehensive package designed to support your life both inside and outside of work. Growth: Bespoke development plans and volunteer time off Health: Private medical insurance, Employee Assistance Program and vision care Wealth: Enhanced pension contributions, life assurance, and group income protection Lifestyle: Electric Vehicle and Cycle to Work schemes, plus 33 days of annual leave Application Process At Plexus, we don't look for culture fit, we look for culture add. We value the unique perspectives you bring and review every candidate holistically, balancing professional experience, education and individual journey. Accessibility and Accommodations As a Disability Confident employer, we recruit purely on the basis of skills and merit, ensuring an equitable process for everyone. We are committed to providing reasonable accommodations for individuals with disabilities or special requirements. If you require support during the application process, please contact us at with your contact information and a description of your needs. Note: This inbox is dedicated to accommodation requests; please note that application status updates cannot be provided via this address.
20/07/2026
Full time
Systems Administrator - 12 Month FTCLivingston, United KingdomApply NowFind out how well you match with this jobJob IDR040233 About us At Plexus, our vision is to help create the products that build a better world. By embracing an innovative culture of excellence, we pride ourselves on designing, manufacturing and servicing some of the world's most transformative products. From life-saving medical technology and mission-critical defense solutions to sophisticated industrial automation, we're proud to partner with our customers to bring their complex ideas to market. Visit to learn more about our unwavering commitment to our vision. Living Our Values With a vision rooted in the wellbeing and inclusive engagement of our team members, our customers, their end users and our communities, people are the heart of what we do and who we are. Our values unite and guide us in everything that we do. Our values include: Growing our People, Building Belonging, Innovating Responsibly, Delivering Excellence and Creating Customer Success. As part of our team, you'll do impactful work within an inclusive environment where everyone works together to achieve extraordinary outcomes. You'll be empowered to reach your full potential through managing your own personalised development plan and access to our learning and development programs. Plexus is seeking a highly skilled and experienced IT Support Engineer/Systems Admin to take ownership of complex technical escalations, maintain critical infrastructure components, and mentor junior staff. If you are proficient across the stack, from end-user support to server maintenance, we invite you to apply!Please note that this role is an on-site, 12 month, fixed term contract with possibility of extension. In this role you will role you will; Focus on advanced problem resolution and infrastructure stability. Serve as the escalation point for all complex hardware, software, and network incidents, driving issues to complete resolution. Manage and maintain core server infrastructure (physical and virtualized environments, e.g., VMware), including patching, monitoring, and troubleshooting performance bottlenecks. Oversee and optimize our Active Directory structure, Group Policy Objects (GPOs), DNS, and DHCP services. Develop, implement, and maintain IT operational documentation and disaster recovery procedures for critical systems. Lead small to medium-scale IT projects, such as system upgrades, migrations, or the rollout of new infrastructure technologies. Support Global projects to ensure smooth transitions. Provide advanced troubleshooting and support for sophisticated network components (e.g., firewalls, managed switches, Wi-Fi configurations). What we're looking for: The ideal candidate must demonstrate proven expertise in the following areas: Experience: 2+ years in an advanced IT support, Systems Administration, or Infrastructure Engineering role. Systems Expertise: Deep proficiency with Windows Server operating systems (2016/2019/2022) and virtualization technologies. Automation: Scripting proficiency using PowerShell for routine administrative tasks and automation is highly desirable. Networking: Solid understanding of Layer 2/Layer 3 networking, VLAN configuration, and VPN technologies. Soft Skills: Exceptional diagnostic, analytical, and mentoring abilities to guide colleagues and interact confidently with senior management. Your Rewards and Wellbeing We believe in rewarding your contribution with a comprehensive package designed to support your life both inside and outside of work. Growth: Bespoke development plans and volunteer time off Health: Private medical insurance, Employee Assistance Program and vision care Wealth: Enhanced pension contributions, life assurance, and group income protection Lifestyle: Electric Vehicle and Cycle to Work schemes, plus 33 days of annual leave Application Process At Plexus, we don't look for culture fit, we look for culture add. We value the unique perspectives you bring and review every candidate holistically, balancing professional experience, education and individual journey. Accessibility and Accommodations As a Disability Confident employer, we recruit purely on the basis of skills and merit, ensuring an equitable process for everyone. We are committed to providing reasonable accommodations for individuals with disabilities or special requirements. If you require support during the application process, please contact us at with your contact information and a description of your needs. Note: This inbox is dedicated to accommodation requests; please note that application status updates cannot be provided via this address.
A highly respected and rapidly growing wealth management firm is seeking a Senior Client Administrator to join its expanding team. This is an exciting opportunity to join a business at a pivotal stage of growth, offering excellent long-term career prospects and a genuine commitment to developing talent from within. The firm has built a strong reputation for delivering high-quality financial planning services and prides itself on maintaining a collaborative, supportive and people-focused culture. The Opportunity Working closely with Financial Advisers, Paraplanners and fellow support staff, you will play a key role in delivering an exceptional client experience and ensuring the smooth running of the financial planning process. The successful candidate will be responsible for managing client servicing activities, processing new business, liaising with providers, maintaining accurate records and supporting Advisers with ongoing client requirements. What's on Offer? £34,000 basic salary Performance-related bonus Flexible hybrid working arrangement Up to 30 days annual leave Private medical insurance 5% employer pension contribution Supportive and collaborative team environment Clear progression opportunities as the business continues to grow About You Previous experience within a financial planning or wealth management environment Strong client servicing and administrative skills Experience supporting Financial Advisers and handling new business processes Excellent communication and organisational abilities A proactive and professional approach to client service This role would suit an experienced Wealth Management Administrator or Senior Client Administrator looking to join a forward-thinking firm where they can make a genuine impact and progress their career over the long term. Please send your CV to: Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
18/07/2026
Full time
A highly respected and rapidly growing wealth management firm is seeking a Senior Client Administrator to join its expanding team. This is an exciting opportunity to join a business at a pivotal stage of growth, offering excellent long-term career prospects and a genuine commitment to developing talent from within. The firm has built a strong reputation for delivering high-quality financial planning services and prides itself on maintaining a collaborative, supportive and people-focused culture. The Opportunity Working closely with Financial Advisers, Paraplanners and fellow support staff, you will play a key role in delivering an exceptional client experience and ensuring the smooth running of the financial planning process. The successful candidate will be responsible for managing client servicing activities, processing new business, liaising with providers, maintaining accurate records and supporting Advisers with ongoing client requirements. What's on Offer? £34,000 basic salary Performance-related bonus Flexible hybrid working arrangement Up to 30 days annual leave Private medical insurance 5% employer pension contribution Supportive and collaborative team environment Clear progression opportunities as the business continues to grow About You Previous experience within a financial planning or wealth management environment Strong client servicing and administrative skills Experience supporting Financial Advisers and handling new business processes Excellent communication and organisational abilities A proactive and professional approach to client service This role would suit an experienced Wealth Management Administrator or Senior Client Administrator looking to join a forward-thinking firm where they can make a genuine impact and progress their career over the long term. Please send your CV to: Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
IDEX Consulting, a highly respected wealth management firm in Taunton, is seeking a Senior Client Administrator to support Financial Advisers and enhance client experience. This role offers a competitive salary of £34,000, a performance-related bonus, and flexible hybrid working arrangements. The ideal candidate will have experience in financial planning, strong client servicing skills, and a proactive approach. Join a supportive team committed to your professional growth and enjoy up to 30 days annual leave and private medical insurance.
18/07/2026
Full time
IDEX Consulting, a highly respected wealth management firm in Taunton, is seeking a Senior Client Administrator to support Financial Advisers and enhance client experience. This role offers a competitive salary of £34,000, a performance-related bonus, and flexible hybrid working arrangements. The ideal candidate will have experience in financial planning, strong client servicing skills, and a proactive approach. Join a supportive team committed to your professional growth and enjoy up to 30 days annual leave and private medical insurance.
Overview A well-established financial advisory firm is seeking a detail oriented professional to join its client services team and either develop into a paraplanner or continue in senior IFA support. This role is ideal for someone with experience in wealth management who is looking to broaden responsibilities by combining client support with technical and analytical tasks in a dynamic environment. Key Responsibilities Serve as a primary contact for clients, ensuring smooth communication and service delivery Organise adviser schedules and manage client review processes Prepare documentation such as agreements, agendas, and reports Conduct research and review financial plans to support recommendations Deliver accurate and timely administrative and technical support Maintain up-to-date client records and ensure compliance with regulatory standards What We're Looking For Strong organisational skills and ability to manage multiple tasks Experience in supporting financial advisers High attention to detail and commitment to delivering quality work Proactive approach with problem solving and analytical capabilities Excellent communication skills and confidence in client interactions Proficiency in MS Office and familiarity with financial services platforms Knowledge of financial products and regulatory requirements A collaborative mindset and willingness to learn and adapt What's on Offer A supportive team environment focused on professional development Exposure to a wide range of financial services and client scenarios Opportunities to enhance technical knowledge and progress your career Competitive salary, benefits package and study support for exams Please get in touch for a confidential discussion with Alison Curran about the opportunity and potentially other vacancies in the area.
16/07/2026
Full time
Overview A well-established financial advisory firm is seeking a detail oriented professional to join its client services team and either develop into a paraplanner or continue in senior IFA support. This role is ideal for someone with experience in wealth management who is looking to broaden responsibilities by combining client support with technical and analytical tasks in a dynamic environment. Key Responsibilities Serve as a primary contact for clients, ensuring smooth communication and service delivery Organise adviser schedules and manage client review processes Prepare documentation such as agreements, agendas, and reports Conduct research and review financial plans to support recommendations Deliver accurate and timely administrative and technical support Maintain up-to-date client records and ensure compliance with regulatory standards What We're Looking For Strong organisational skills and ability to manage multiple tasks Experience in supporting financial advisers High attention to detail and commitment to delivering quality work Proactive approach with problem solving and analytical capabilities Excellent communication skills and confidence in client interactions Proficiency in MS Office and familiarity with financial services platforms Knowledge of financial products and regulatory requirements A collaborative mindset and willingness to learn and adapt What's on Offer A supportive team environment focused on professional development Exposure to a wide range of financial services and client scenarios Opportunities to enhance technical knowledge and progress your career Competitive salary, benefits package and study support for exams Please get in touch for a confidential discussion with Alison Curran about the opportunity and potentially other vacancies in the area.
Leapfrog Recruitment Consultants
Daliburgh, Isle Of South Uist
This role offers the opportunity to work across trust administration, bookkeeping and client relationship management within a busy Family Office environment. You'll support a varied portfolio of trust and company structures while developing your technical expertise and working alongside experienced colleagues on a broad range of fiduciary matters. Responsibilities Administer a portfolio of trust, company and wealth structures, ensuring accurate records are maintained at all times. Prepare and maintain statutory records, including minutes, resolutions and client information databases. Complete day-to-day bookkeeping for trust and company structures, including reconciliations and trial balances. Assist with the opening and closing of client bank accounts and monitor incoming funds. Liaise with banks regarding payments, deposits, investment transactions and settlement instructions. Build and maintain professional relationships with clients, intermediaries, investment advisers and other stakeholders. Prepare investment review documentation and meeting notes where required. Support the formation and ongoing administration of legal entities and trust structures. Develop and maintain an understanding of relevant tax, regulatory and compliance requirements. Ensure internal policies, procedures and time recording requirements are followed accurately. Support and collaborate with colleagues to deliver an exceptional standard of client service. For Senior Administrator level, provide guidance to junior team members and assist with more complex trust administration matters. Qualifications The ideal candidate will have previous experience in trust administration, with strong organisational skills and a proactive, client-focused approach. For the Senior Administrator position, experience working towards or holding a STEP, CGI or equivalent qualification would be advantageous, together with a sound understanding of trust administration processes and regulatory requirements. A bookkeeping or accounting background with exposure to the trust sector would be highly desirable for either level. You'll possess excellent communication skills, strong attention to detail and the ability to prioritise a varied workload while building positive relationships with clients, advisers and colleagues. Above all, you'll be a collaborative team player with a genuine commitment to delivering exceptional client service and continuing your professional development.
09/07/2026
Full time
This role offers the opportunity to work across trust administration, bookkeeping and client relationship management within a busy Family Office environment. You'll support a varied portfolio of trust and company structures while developing your technical expertise and working alongside experienced colleagues on a broad range of fiduciary matters. Responsibilities Administer a portfolio of trust, company and wealth structures, ensuring accurate records are maintained at all times. Prepare and maintain statutory records, including minutes, resolutions and client information databases. Complete day-to-day bookkeeping for trust and company structures, including reconciliations and trial balances. Assist with the opening and closing of client bank accounts and monitor incoming funds. Liaise with banks regarding payments, deposits, investment transactions and settlement instructions. Build and maintain professional relationships with clients, intermediaries, investment advisers and other stakeholders. Prepare investment review documentation and meeting notes where required. Support the formation and ongoing administration of legal entities and trust structures. Develop and maintain an understanding of relevant tax, regulatory and compliance requirements. Ensure internal policies, procedures and time recording requirements are followed accurately. Support and collaborate with colleagues to deliver an exceptional standard of client service. For Senior Administrator level, provide guidance to junior team members and assist with more complex trust administration matters. Qualifications The ideal candidate will have previous experience in trust administration, with strong organisational skills and a proactive, client-focused approach. For the Senior Administrator position, experience working towards or holding a STEP, CGI or equivalent qualification would be advantageous, together with a sound understanding of trust administration processes and regulatory requirements. A bookkeeping or accounting background with exposure to the trust sector would be highly desirable for either level. You'll possess excellent communication skills, strong attention to detail and the ability to prioritise a varied workload while building positive relationships with clients, advisers and colleagues. Above all, you'll be a collaborative team player with a genuine commitment to delivering exceptional client service and continuing your professional development.
Leapfrog Recruitment Consultants
Daliburgh, Isle Of South Uist
Leapfrog Recruitment Consultants is looking for a Trust Administrator in Daliburgh, Scotland. This role involves managing trust and company structures, maintaining accurate records, and ensuring exceptional client service. Ideal candidates will have experience in trust administration and strong organisational skills. You will also be involved in bookkeeping, statutory records, and liaising with banks while supporting a professional team. A proactive approach with excellent communication and attention to detail is crucial for this role.
09/07/2026
Full time
Leapfrog Recruitment Consultants is looking for a Trust Administrator in Daliburgh, Scotland. This role involves managing trust and company structures, maintaining accurate records, and ensuring exceptional client service. Ideal candidates will have experience in trust administration and strong organisational skills. You will also be involved in bookkeeping, statutory records, and liaising with banks while supporting a professional team. A proactive approach with excellent communication and attention to detail is crucial for this role.
Senior IFA Administrator (Senior Client Services) Location: Warwick Salary: Up to £35,000 DOE Hybrid: 2 days from home, 3 in office Our client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility - supporting financial advisers and planners while coaching and developing more junior administrators. The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products - investments, pensions, transfers, protection and mortgages - and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team. This is a senior seat rather than a sideways step - the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group. The role Reporting to the Client Service Managers and advisers, the successful candidate will: Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platform Ensure all compliance documents are in place before submission, in line with the firm's New Business Process Prepare valuation reports, review packs and Post Review Summary reports for client meetings Run Risk Profiler and FE Analytics fund switch reports, processing switches Handle withdrawal instructions, client queries and back-office record accuracy Coach colleagues, deliver training and help the wider team prioritise workload About the candidate The ideal applicant will have: Experience as an administrator within an IFA or wealth management firm With confidence across multiple products and platforms A natural ability to support junior staff through coaching and training Strong product knowledge and a clear grasp of conduct rules and compliance requirements Exceptional attention to detail, strong organisation, and composure under competing deadlines Salary and benefits Salary up to £35,000 depending on experience Pension: 3% employer contribution with salary sacrifice 23 days holiday plus bank holidays, rising to 25 with service Group life cover at 4x salary, income protection and company sick pay (post-probation) Employee Assistance Programme and financial wellbeing support Hybrid working: up to 2 days from home each week
07/07/2026
Full time
Senior IFA Administrator (Senior Client Services) Location: Warwick Salary: Up to £35,000 DOE Hybrid: 2 days from home, 3 in office Our client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility - supporting financial advisers and planners while coaching and developing more junior administrators. The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products - investments, pensions, transfers, protection and mortgages - and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team. This is a senior seat rather than a sideways step - the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group. The role Reporting to the Client Service Managers and advisers, the successful candidate will: Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platform Ensure all compliance documents are in place before submission, in line with the firm's New Business Process Prepare valuation reports, review packs and Post Review Summary reports for client meetings Run Risk Profiler and FE Analytics fund switch reports, processing switches Handle withdrawal instructions, client queries and back-office record accuracy Coach colleagues, deliver training and help the wider team prioritise workload About the candidate The ideal applicant will have: Experience as an administrator within an IFA or wealth management firm With confidence across multiple products and platforms A natural ability to support junior staff through coaching and training Strong product knowledge and a clear grasp of conduct rules and compliance requirements Exceptional attention to detail, strong organisation, and composure under competing deadlines Salary and benefits Salary up to £35,000 depending on experience Pension: 3% employer contribution with salary sacrifice 23 days holiday plus bank holidays, rising to 25 with service Group life cover at 4x salary, income protection and company sick pay (post-probation) Employee Assistance Programme and financial wellbeing support Hybrid working: up to 2 days from home each week
