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Financial Services Administrator A well-established, friendly and professional financial advice and planning business is looking for a confident and experienced Financial Services Administrator to support the smooth running of its Yateley office. This is a varied role for someone who enjoys a fast-paced environment, takes pride in outstanding client service and is happy to get involved in both managing and completing day-to-day workload. If you’ve also worked in the following roles, we’d also like to hear from you: Financial Advisor Administrator, IFA Administrator, Financial Administrator, Financial Planning Administrator, Financial Adviser Administrator, Wealth Management Administrator, Client Services Administrator, Client Support Administrator, Financial Services Assistant, Administrator SALARY: circa. £28,000 to £38,000 per annum pro-rata LOCATION: Yateley, Hampshire JOB TYPE: Full-Time, Permanent (Part-Time Hours will also be considered and can be discussed during the interview) JOB OVERVIEW This is an excellent opportunity for a Financial Services Administrator to join a growing financial advice and planning business that supports clients across the UK. Working with the Operations Manager and wider remote team, you will provide efficient administrative support across client cases, provider communications, client review documentation, online systems, compliance records and general office activity. The role would suit someone with strong financial services administration experience, a professional and friendly approach, excellent attention to detail and the ability to prioritise work in a busy, client-focused environment. DUTIES Your duties as the Financial Services Administrator include: • Case Processing: Process brokered cases from application through to completion, • Client and Provider Liaison: Communicate with clients and product providers by telephone and email, route calls appropriately and handle basic and technical client queries where possible, • Review Documentation: Produce client planning review documentation accurately and efficiently, • Research Support: Carry out protection and general insurance research as required, • Systems Administration: Use online systems to enter, obtain and collate information, producing relevant documentation where required, • Policy Retention: Support the business retention of existing policies, • Meeting Coordination: Arrange and participate in meetings, conferences and team activities, • Compliance Records: Maintain registers and client information databases in line with internal compliance requirements, • Workload Management: Prioritise workload to ensure activities are timely, compliant and completed to agreed performance standards, • Service Improvement: Contribute positively to service levels and KPIs, identifying opportunities for improvement, • Office Support: Complete general office duties including scanning, filing and other tasks that support the effective operation of the service CANDIDATE REQUIREMENTS • Previous experience within the financial services sector, including administration and processing experience, • A strong client service ethic, • Understanding of working with and extracting data from financial services platforms, • CII exams or an equivalent qualification to A Level standard, • Friendly and professional attitude with a proactive, can-do approach, • Microsoft Office experience, • Confident written, verbal and face-to-face communication skills with colleagues, clients and providers, • Able to commute within a realistic travelling distance of the Yateley office, • Accurate keyboard and data entry skills, • Good time management with the ability to prioritise workload and meet challenging deadlines, • Excellent attention to detail HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P14976 Full-Time, Permanent Admin Jobs, Careers and Vacancies. Find a new job and work in Yateley, Hampshire. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. awd online | http://www.awdo.co.uk AWD-IN-SPJ

Bookkeeper / Payroll Administrator An excellent opportunity for a detail-focused Bookkeeper / Payroll Administrator with bookkeeping, payroll, Xero, Excel, reconciliations, VAT, PAYE, HMRC and client payroll experience. If you’ve also worked in the following roles, we’d also like to hear from you: Bookkeeper, Payroll Administrator, Accounts Assistant, Finance Assistant, Accounts Administrator, Finance Administrator, Accounts Clerk, Payroll Assistant, Finance Officer, Accounts Payable Assistant SALARY: Competitive + Benefits LOCATION: Flexible Working. You can be office based or Hybrid, working 1 to 2 day per week from the office in Sonning, Wokingham and the remainder from home. JOB TYPE: 12 Months Fixed-Term, Full-Time Contract (Part-Time Hours will also be considered and can be discussed during the interview) JOB OVERVIEW We have a fantastic new job opportunity for a Bookkeeper / Payroll Administrator with previous bookkeeping experience, strong attention to detail and working knowledge of Xero. As a Bookkeeper / Payroll Administrator you will support bookkeeping and payroll administration across a varied portfolio of SME clients, including reconciliations, ledgers, VAT, payroll changes, RTI filings and PAYE correspondence. This role offers structured payroll training and the chance to broaden your skills within a supportive professional environment. The Bookkeeper / Payroll Administrator will work closely with colleagues and clients, managing confidential information accurately and professionally. APPLY TODAY Ready to make your next career move? Apply Now for our Recruitment Team to review. DUTIES Your duties as the Bookkeeper / Payroll Administrator include: • Client Bookkeeping: Process sales, purchases, bank receipts, payments, supplier invoices, expenses and client invoices using Xero and similar software, • Bank Reconciliations: Carry out bank reconciliations, investigate reconciling items and maintain accurate ledgers across a portfolio of SME clients, • VAT Support: Assist with VAT return preparation and submission, ensuring records are accurate and information is available on time, • Client Communication: Liaise with clients to resolve queries, request missing information and provide professional support, • Payroll Processing: Assist with weekly, fortnightly and monthly client payrolls, including starters, leavers, changes and payslip distribution, • Statutory Payments: Calculate statutory payments including SSP, SMP, SPP and holiday pay, • HMRC and Pensions: Submit RTI filings, support PAYE correspondence and liaise with pension providers to assist auto-enrolment compliance, • Year-End Processes: Prepare payroll returns, support P60 distribution and help maintain up-to-date knowledge of payroll legislation CANDIDATE REQUIREMENTS ESSENTIAL • Previous bookkeeping experience, ideally within a practice or multi-client environment, • Working knowledge of Xero, • Confident use of Excel and Microsoft Office, • High attention to detail with a methodical and organised approach, • Strong numerical and analytical skills, • Ability to work to tight deadlines and manage competing priorities, • Good communication skills, with confidence liaising directly with clients and colleagues, • Discretion and professionalism when handling confidential client information DESIRABLE • Working experience of other accounting systems, such as QuickBooks and Sage Online, • Some exposure to payroll processing, • Familiarity with payroll software, including bureau or practice payroll systems, • AAT qualified or part-qualified, or equivalent bookkeeping qualification, • Experience working within an accountancy practice or professional services firm, • Familiarity with HMRC's Making Tax Digital requirements BENEFITS • A supportive, collaborative team environment with low staff turnover, • Structured on-the-job payroll training from an existing team member, • 27 days paid holiday, • Pension — up to 6% matched contributions, • A varied and interesting client portfolio spanning multiple sectors, • The opportunity to broaden your skills and grow within the firm, • Flexible working arrangements considered HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-C14937 Full-Time, Contract Accountancy Jobs, Careers and Vacancies. Find a new job and work in Sonning, Wokingham, Berkshire. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. awd online | http://www.awdo.co.uk