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Administrator (Financial Services)
Location: St HelensHours: 9.30am - 4.30pmFull-time | Permanent A well-established and highly respected financial planning firm is seeking an experienced Financial/Technical Administrator to support advisers in delivering high-quality ongoing and new business administrative support.This is an excellent opportunity for a technically strong administrator who enjoys managing cases end-to-end, thrives in a structured regulatory environment, and takes pride in delivering accurate, compliant work.
The Role
You will play a key role in supporting advisers by:
Managing ongoing advice cases from start to completion
Preparing and issuing compliant advice documentation within agreed service standards
Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts)
Supporting fund switches, top-ups, new business submissions and annual reviews
Completing projections and technical calculations to assist adviser recommendations
Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases
Tracking pipeline business and ensuring smooth workflow management
Maintaining accurate, compliant client records in line with FCA requirements
You will work closely with advisers, paraplanners and fellow administrators to ensure seamless client service and continuity.
About You
We're looking for someone who has:
Experience within FCA-regulated financial services (Desirable)
Strong technical understanding of ongoing advice and regulated documentation
High attention to detail and excellent organisational skills
The ability to manage multiple cases and deadlines efficiently
Confidence in producing detailed, accurate written documentation
A proactive and collaborative approach
What's on Offer
A supportive and professional team environment
Clear processes and structured workflows
Opportunities for ongoing development and accreditation
A stable, growing business with strong compliance standards
Hybrid working arrangements
If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you.
Apply confidentially today to learn more.
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website).
Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers.
We are an equal opportunities employer and we never charge candidates a fee for our services. ....Read more...
Type: Permanent Location: Newton-Le-Willows, England
Start: ASAP
Salary / Rate: £27000.00 - £30000.00 per annum + Progression + Benefits
Posted: 2026-03-10 11:35:29
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Job Description:
Core-Asset Consulting is delighted to be partnering with a leading fintech firm to recruit an experienced Delivery Lead / Project Manager to play a pivotal role in the successful delivery of both client-facing and internal projects.
Our client is a specialist financial services technology provider supporting institutional clients across multiple regions.
This is a remote position, with access to office space in London or Edinburgh and will involve spending time on client sites in the UK.
Skills/Experience:
Strong experience in a project management role.
Experience working in Agile / Scrum software development environments.
Experience with delivering software development projects within financial services.
Proven experience working with institutional or Tier 1 financial services organisations.
Strong background in managing multidisciplinary teams across multiple locations.
Experience contributing to or leading process development and execution initiatives.
Demonstrated ability to manage stakeholder relationships, both internally and externally.
Comfortable working flexible hours to support global delivery requirements.
Core Responsibilities:
Leading client project deliveries in partnership with senior product consultants.
Spearhead internal delivery initiatives alongside product and engineering teams.
Coordinate internal and client-side project teams, constructively challenging stakeholders where appropriate.
Develop, maintain and manage client-facing delivery plans and budgets.
Develop and maintain internal sprint and delivery plans.
Facilitate regular team meetings and promote collaboration across global teams.
Plan and oversee release management activities through test and production environments.
Drive continuous improvement in delivery processes to support efficient implementations.
Define project success metrics and communicate them clearly to stakeholders.
Proactively manage scope changes, risks, issues and dependencies, implementing contingency plans as required.
Produce and maintain agreed project reporting, updates, and communication materials.
Work closely with internal and client-side project leadership to ensure delivery plans remain aligned and achievable.
Contribute to retrospectives and continuous improvement initiatives, including coaching or supporting junior team members where applicable.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16324
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: City of London, England
Start: ASAP
Posted: 2026-03-10 08:32:49
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Commercial Account Handler - Leeds - Hybrid
Join a brokerage that actually develops its people.
A large, independent firm in Leeds is looking for a Commercial Account Handler to support its growing SME book, with a clear plan to develop that person into mid-market and corporate work over time.
This isn't a static SME servicing role.
The intention is to bring someone in at SME level, give them proper exposure, mentoring, and structured development, and gradually move them into handling larger and more complex risks.
You'll manage a cross-class portfolio across property, liability, motor, and combined risks, working alongside experienced brokers who actively invest time in developing their team.
As your confidence and technical ability grow, so will the size and complexity of the cases you handle.
Acturis experience is useful, but mindset matters more.
They want someone commercially minded, technically curious, and serious about long-term progression.
If you're looking for a brokerage where development is planned rather than promised, this is worth exploring.
Highlights
Salary up to £35,000
Hybrid working
Clear pathway into mid-market and corporate cases
Structured learning and development
Cert CII funding and support
Surrounded by experienced brokers and mentors
Strong, collaborative independent culture
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website).
Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers.
We are an equal opportunities employer and we never charge candidates a fee for our services. ....Read more...
Type: Permanent Location: Leeds, England
Start: ASAP
Salary / Rate: Up to £35000.00 per annum
Posted: 2026-03-10 07:39:54
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Commercial Account Handler - Worsley - Hybrid
A well-established brokerage in Worsley is continuing to grow its SME and mid-market book and now needs an additional Commercial Account Handler to support that growth.
You'll manage your own portfolio of clients, handling renewals, MTAs, and day-to-day servicing across multiple classes.
Premiums typically sit between £2,000 and £25,000, offering variety without being overly complex.
Mini fleet and property form a large part of the book, with exposure to areas such as cyber and D&O available if you're keen to broaden your knowledge.
The team is settled and collaborative.
It's not a competitive or political environment.
You'll be trusted to manage your workload properly, with support there when you need it.
As the book continues to grow, there's genuine scope to step into a more senior handling role over time.
Acturis experience is helpful, but strong commercial knowledge and confidence across classes matter more.
If you're looking for ownership, stability, and a team that operates properly, this is a solid move.
Highlights
Salary up to £45,000
Hybrid working (1 day from home)
SME and mid-market portfolio ownership
Exposure to multiple commercial classes
Stable, experienced team
Clear progression into senior handling
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website).
Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers.
We are an equal opportunities employer and we never charge candidates a fee for our services. ....Read more...
Type: Permanent Location: Worsley, England
Start: ASAP
Salary / Rate: £35000.00 - £45000.00 per annum
Posted: 2026-03-10 07:38:44
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Commercial Underwriter - MGA - Alderley Edge
Join early.
Build properly.
A growing commercial MGA in Alderley Edge is looking for a technically strong Underwriter to support the next phase of its expansion.
The A-rated Property, Liability, and PI binders are already in place.
The focus now is on underwriting quality, portfolio discipline, and building something that scales properly.
You'll work closely with senior underwriting leadership, reviewing and pricing cross-class commercial risks, monitoring scheme performance, and ensuring capacity providers remain confident and profitable.
This is a role for someone who values underwriting judgement, wording detail, and risk logic.
It's not sales-led and it's not process-heavy for the sake of it.
It's about technical underwriting done well, within a business that's growing quickly and using technology to remove unnecessary friction.
If you enjoy underwriting and want to deepen your expertise within an ambitious MGA environment, this is worth a look.
Highlights
Salary up to £50,000
Office-based in Alderley Edge
A-rated Property, Liability and PI binders
Direct exposure to senior underwriting leadership
Involvement in building and scaling a portfolio
High-growth, tech-led MGA environment
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website).
Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers.
We are an equal opportunities employer and we never charge candidates a fee for our services. ....Read more...
Type: Permanent Location: Alderley Edge, England
Start: ASAP
Salary / Rate: £40000.00 - £50000.00 per annum
Posted: 2026-03-10 07:37:54
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Commercial Account Handler - Darwen
Join a brokerage where you're part of the team, not just a number.
An independent broker in Darwen is looking for a Commercial Account Handler to support the Directors with their growing book of SME clients.
The business is small, established, and built around a close-knit team that works closely together.
You'll be involved across the full servicing cycle, handling renewals, MTAs, and day-to-day broking across a range of commercial classes.
Most of the work sits within SME business, giving you exposure to different industries without being overly complex.
Because the team is small, collaboration is key.
You'll work closely with the Directors and colleagues, sharing knowledge and supporting each other as the book grows.
It's the kind of environment where people stay long term, with low staff turnover and a genuinely positive culture.
Acturis experience would be ideal, but solid cross-class commercial knowledge and a proactive approach matter just as much.
If you're looking for a role where you can take ownership of your work and feel part of the wider business, this could be a good fit.
Highlights
Salary up to £35,000
Independent brokerage with strong local reputation
Supporting Directors' book of SME clients
Exposure to cross-class commercial risks
Acturis experience beneficial
Small, collaborative team environment
Low turnover and positive culture
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website).
Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers.
We are an equal opportunities employer and we never charge candidates a fee for our services. ....Read more...
Type: Permanent Location: Darwen, England
Start: ASAP
Salary / Rate: £30000.00 - £35000.00 per annum
Posted: 2026-03-10 07:36:50
