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New Business Co-ordinator / Settlements Administrator \n Location: Richmond, Surrey \n Salary: £32,000 per annum \n Job Type: Ongoing Temporary Assignment \n Hours: Monday to Friday | Full Time | 100% Office Based \n Source4 Personnel Solutions is recruiting on behalf of a well-established financial services organisation for an experienced New Business Co-ordinator / Settlements Administrator to join their busy Operations team. \n This is an excellent opportunity for someone with experience in financial services, banking, lending or asset finance who enjoys working in a fast-paced, regulated environment where accuracy, customer service and attention to detail are key. \n The Role \n Working within a supportive Operations team, you will be responsible for processing new business finance agreements through to payout, administering settlements and maintaining customer accounts, ensuring all documentation is completed accurately and in line with company procedures. \n Key Responsibilities \n Process approved finance agreements from approval through to payout. \n Validate customer documentation and ensure compliance requirements are met. \n Produce settlement quotations and process early settlements and contract closures. \n Maintain accurate customer, contract and financial records. \n Update customer bank details and Direct Debit mandates. \n Respond to customer, broker and supplier enquiries via telephone and email. \n Liaise with internal teams to ensure transactions are completed efficiently. \n Ensure all activities comply with KYC, AML and internal regulatory procedures. \n Support the team with operational administration and reporting. \n About You \n To be successful in this role, you will have: \n Previous administration experience within financial services, banking, lending, leasing or another regulated environment. \n Excellent attention to detail with the ability to work accurately under pressure. \n Strong organisational and time management skills. \n Excellent communication and customer service skills. \n A proactive approach with the ability to manage multiple priorities. \n Good working knowledge of Microsoft Office, particularly Outlook and Excel. \n Desirable Experience \n Asset Finance \n Leasing \n Settlements \n New Business Processing \n Hire Purchase \n Loan Administration \n Financial Services Operations \n KYC / AML Compliance \n What's on Offer \n Salary of £32,000 per annum. \n Ongoing temporary assignment with the potential to develop within a respected organisation. \n Immediate start available. \n Friendly and professional working environment. \n Richmond location. \n Full-time, 100% office-based role. \n If you're an organised and detail-focused administrator looking for your next opportunity within financial services, we'd love to hear from you. Apply today with your CV or contact Source4 Personnel Solutions for more information \n Please note: \n As you can appreciate we are currently overwhelmed with applications of individuals looking for both short term and permanent work and we can therefore only contact those applications that have relevant skills for positions that we currently have available. Should you not hear from us within a week, please assume you have been unsuccessful on this occasion. \n In line with GDPR regulations, we are making you aware that to proceed with your application we will need to contact you via email, telephone and/or text message. To receive future job alerts from us, you will be required to provide consent within our marketing preference options. The link will be provided in an email to you. Source4 are an equal opportunities employer and complies with all relevant UK legislation. If you are successful in your application, you will be required to attend a full registration with one of our Consultants which will involve you providing a current passport, any relevant visas, a proof of address and completing relevant tests and a full competency based interview. \n

Please note this is a training course and fees apply What is the Business Analysis Placement Programme? Our Business Analysis Placement Programme is designed for anyone looking to start a career as a Business Analyst (BA) using education and recruitment support to help you achieve an entry level role or position. This programme does involve a financial contribution from you to fund your qualification, cv review and recruitment support but the long-term rewards will be extremely lucrative with the average Business Analysts salary in the UK being around £52k pa. What does a Business Analyst do? A Business Analyst is a problem solver who investigates an issue or area of weakness within an organisation or business, analyses solutions and helps facilitate the change that is needed. They do this through following a set of guidelines and principles set out within the BCS Business Analysis Diploma certification. To succeed as a business analyst, you should be somebody who enjoys problem solving and analysing, has good administration skills and communicates well in both written and verbal communication. You should be somebody who can work well alone but when needed be able to integrate well into a team. The role will generally include:- Analysing elements within the business or the whole business Making evaluations of all available data Identifying problems and looking at potential improvements Making a feasibility study in proposed improvements Present your acquired information within a business case to the company or organisation. Implement any agreed or necessary changes, to increase the efficiency of the organisation or business. Industry demand for Business Analysts Demand for Business Analysts continues to soar as organisations need to evolve and stay competitive in an everchanging world. Business Analysts ensures a business remains relevant and future proofs against changes both foreseen and sudden. All businesses need to make data driven decisions and the demand for analysts has become a key role for any size of business and has become a very lucrative, in demand position with Senior Business Analyst's commanding salaries in excess of £100k pa. How we help you get you first role We specialise in working with candidates who wish to start or transition into a Business Analyst career. How do we do this? 1. Firstly, we place you on a training program which provides a pathway to the most relevant industry recognised certification being the BCS Business Analysis Diploma. The diploma comprises of 4 certification courses and a final oral examination signing you off as Business Analyst through the BCS. Study time to complete all of the certifications is recommended at around 90 hours to achieve exam pass level. 2. Once you have successfully passed the 4 required certification exams and the oral exam which make up the diploma, you will be handed over to our recruitment support team. They will then work with you to help rewrite your cv to a professional standard to highlight the skills required by Business Analyst recruiters. In addition, they will also assist in creating a professional LinkedIn profile, interview support, career advice and tailored support such as taking you through mock interviews. 3. Our recruitment advice consultants will work with you to identify the best opportunities available which are suited to you. Their tailored support ensures you only apply for roles where there is a realistic chance of success and help you to prepare for interviews and perform at your best. Typically, starter roles will be junior business analyst, junior analyst or a support/admin role utilising your analytical skills. Business Analysts work closely with Project Managers and Change Managers and opportunities in these areas also exist which broadens the net in these sister sectors. Further study into Project Management certifications can expand the breadth of roles you find available. Finances To accommodate candidates, the training element of this package is available on finance terms to easily spread the cost of investing in your career. This enables you to get qualified without having to fund all the training costs upfront. In addition, we are so confident in our success with placing qualified candidates that we will refund the cost of the courses to anyone we are unable to place within 12 months of passing their required exams subject to our terms. What next? To get your journey started and check whether you meet the criteria to join the programme, enquire now and one of our experienced Course and Career Consultants will contact you within 4 working hours assist you. Typical Salaries Administrator/Support: £28,000 Junior Business Analyst: £32,000 Change Analyst: £37,000 Systems Analyst: £42,000 Business Analyst: £52,000 * Senior Business Analyst: £60,000

Part-Time Secretary + Accounts Administrator Location: Chiswick, West London (Private House) Hours: Part-time, 8 hours per week (Worked across 2 days) Days Required: Mondays (essential), plus one further day of your choice, during the week Position Type: Permanent Start Date: July/August 2026 (Includes a comprehensive handover period) Benefits: On-site parking permit provided About the Role An exceptional opportunity has arisen for a highly organised, proactive, and versatile Secretary + Accounts Administrator. You will manage the personal and business administration for a sprightly, independent 90-year-old gentleman based in a beautiful private home in Chiswick. As the employer does not use computers, you will act as his digital bridge. You will manage online affairs, research, and shopping alongside him, while maintaining traditional offline correspondence and filing systems. Key Responsibilities Financial Administration: Monitor bank and credit card statements, manage cash flow across accounts, pay bills, and cash cheques for household expenses. Taxation + Accounting: Maintain monthly trade accounts and liaise closely with accountants to provide paperwork for annual tax returns. Property + Utility Management: Coordinate bills, Council Tax, TV licensing, and monthly utility readings for both the Chiswick home and a country property. Ensure country staff (cleaner, gardener) and storage rentals are paid. Insurance + Logistics: Oversee renewals and claims for household, car, RAC, medical, and art company insurance policies. General Office Support: Manage correspondence, type letters, handle telephone administration, order stationery, and coordinate the annual Christmas card list. Liaison: Act as a friendly and professional point of contact for family, friends, and other household staff across both properties. Candidate Requirements Tech-Savvy with a Traditional Approach: Highly proficient in telephone banking, digital administration, and internet research, with an equal appreciation for physical paperwork and typing letters. Financial Competence: Strong experience in basic bookkeeping, statement reconciliation, and liaising with accountants. Excellent Communication: Discretion, patience, and a warm telephone manner are essential for liaising with family and professionals. Organised + Independent: Ability to manage multiple timelines (such as insurance renewals and utility schedules) across two properties without supervision. Comfortable Environment: Must be comfortable working in a home where the employer enjoys smoking a pipe.

This role would suit an IFA Administrator looking to build a long-term career as a Financial Adviser within a company that is invested in their employees' development and well-being. IFA Administrator (Progression to Financial Adviser). Are you an IFA Administrator looking to join a well-established

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