289 Corporation jobs in the United Kingdom

Location: Central London

Salary: Up to £48,000

Hybrid: 3 days per week in the office

A well-established and reputable professional services firm in Central London is looking for a Corporate Tax Senior to join its growing tax team. This is a fantastic opportunity for someone with strong foundations in corporate tax to develop their expertise in a varied and supportive environment.

The Role:

This position offers hands-on experience across compliance and advisory, with opportunities to manage your own portfolio and work closely with experienced tax professionals.

Key Responsibilities:

• Take ownership of a portfolio of corporate tax clients, including companies, partnerships, and property-related entities

• Prepare and submit corporation tax returns and computations

• Liaise directly with HMRC on client matters

• Assist with advisory and planning work alongside managers and partners

• Provide tax input to audit teams where relevant

• Maintain accurate records and ensure deadlines are met

What You'll Bring:

• ATT qualified, with progression towards CTA (or equivalent practical experience)

• Background in corporate tax within an accountancy practice

• Good communication skills and a proactive, organised approach

• Strong IT literacy experience with tax software (e.g. CCH) is advantageous

• Willingness to learn and take on increasing responsibility

Why This Role?

• Hybrid working and flexibility to support work-life balance

• Convenient Central London location

• Broad range of clients and tax issues to develop your expertise

• Supportive, down-to-earth team environment

• Ongoing training and defined progression routes

• Social events and regular team engagement activities

**Career Area:**
Finance
**Job Description:**
**Your Work Shapes the World at Caterpillar Inc.**
When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.
**Job Title: Senior Tax Analyst**
**Location: Peterborough or Solihull**
**Salary: £50,000 - £60,000 (depending on experience)**
**Benefits:**
+ **27 days annual leave,**
+ **Up to 10% Bonus**
+ **Contributory pension scheme - Caterpillar will double the employee's contribution Up to 10%**
+ **Contributory share scheme - Caterpillar will match 50% of the employee's contribution.**
+ **Optional flexible benefits including access to health and dental care plans, EV car lease, holiday purchase.**
+ **Sponsorship & Relocation is not supported for this role.**
**The Opportunity**
Are you ready to take the next step in your tax career? Join our established and collaborative team as we support global tax compliance and planning initiatives across both UK domestic and international tax landscapes. This is an exciting opportunity to contribute to high-impact projects by preparing working papers, schedules, and calculations that support tax returns and strategic decision-making.
In this role, you'll play a key part in ensuring regulatory compliance and reporting accuracy, while also driving process improvements throughout the tax lifecycle. You'll be involved in preparing timely and accurate tax filings, maintaining robust documentation, and supporting data-driven insights that enhance operational efficiency.
We're looking for someone who thrives in a dynamic environment, enjoys problem-solving, and is eager to bring their expertise in tax, data, and technology to a global stage. If you're passionate about continuous improvement and want to make a meaningful impact, we'd love to hear from you.
**What you Will Do**
+ Preparing and analysing complex tax compliance, audit, and/or provision computations.
+ Working closely with internal and external business partners to ensure appropriate information is gathered, analysed, and proficiently conveys information to tax managers on tax implications.
+ Leading or supporting projects related to process improvements, implementation of controls, or global tax initiatives.
+ Researching and analysing tax regulations to document tax positions, optimize enterprise tax impact, and model tax impacts of proposed legislation with oversight by management.
+ Analysing and developing responses to support tax authority inquiries with oversight by management.
**What you Have**
**Tax Management** : Knowledge of tax laws, organizational tax practices, obligations; ability to manage organization tax related issues.
+ Experience in UK Corporation Tax;
**Tax Operations** : Knowledge of tax practices and regulations; ability to prepare and file local tax returns.
**Tax Regulations:** Knowledge of UK tax procedures and regulations; ability to adhere to tax regulations when filing forms as they pertain to a particular business or industry.
**Accuracy and Attention to Detail:** Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
+ Strong analytical, critical thinking, problem-solving, and process management & improvement skills
**Effective Communication** s: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
+ Strong communication skills, accountability, organizational skills, and good judgment  
**Problem Solving** : Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
**Financial and Accounting Systems:** Knowledge of functions, features and capabilities of financial and accounting systems; ability to use financial and accounting applications specific to the organization.
+ A good understanding of finance and business processes in global organizations.
**Research Analysis:** Knowledge of the concepts, methodologies and methods of research analysis; ability to locate, interpret and evaluate research findings compiled and documented by others.
**Top Candidates Will Also Have:**
+ ACA/CTA or equivalent qualification
+ UK GAAP Tax accounting knowledge and skills, with some knowledge of US GAAP.
+ Experience of non-US direct tax compliance requirements including tax returns and transfer pricing is an added strength but not required. Prior Pillar 2 knowledge is not a requirement.
+ Strong knowledge of M365 and Onesource desirable.
+ Collaborative, proactive, team-oriented personality with the ability to build and foster relationships with internal and external business partners 
**Additional Information**
This position requires the candidate to work a 5-day-a-week schedule in the office
**About Caterpillar**
Caterpillar Inc. is the world's leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For nearly 100 years, we've been helping customers build a better, more sustainable world and are committed and contributing to a reduced-carbon future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed.
**NB. The panel cannot make assumptions when shortlisting therefore please demonstrate your qualifications and experience on your CV relevant to the criteria outlined.**
**Pending the number of applications, the criteria for the position may be enhanced to facilitate shortlisting. #LI**
**Posting Dates:**
September 22, 2025 - October 6, 2025
Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply
Not ready to apply? Join our Talent Community ( .

**Career Area:**
Finance
**Job Description:**
**Your Work Shapes the World at Caterpillar Inc.**
When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.
**Job Title: Senior Tax Analyst**
**Location: Peterborough or Solihull**
**Salary: £50,000 - £60,000 (depending on experience)**
**Benefits:**
+ **27 days annual leave,**
+ **Up to 10% Bonus**
+ **Contributory pension scheme - Caterpillar will double the employee's contribution Up to 10%**
+ **Contributory share scheme - Caterpillar will match 50% of the employee's contribution.**
+ **Optional flexible benefits including access to health and dental care plans, EV car lease, holiday purchase.**
+ **Sponsorship & Relocation is not supported for this role.**
**The Opportunity**
Are you ready to take the next step in your tax career? Join our established and collaborative team as we support global tax compliance and planning initiatives across both UK domestic and international tax landscapes. This is an exciting opportunity to contribute to high-impact projects by preparing working papers, schedules, and calculations that support tax returns and strategic decision-making.
In this role, you'll play a key part in ensuring regulatory compliance and reporting accuracy, while also driving process improvements throughout the tax lifecycle. You'll be involved in preparing timely and accurate tax filings, maintaining robust documentation, and supporting data-driven insights that enhance operational efficiency.
We're looking for someone who thrives in a dynamic environment, enjoys problem-solving, and is eager to bring their expertise in tax, data, and technology to a global stage. If you're passionate about continuous improvement and want to make a meaningful impact, we'd love to hear from you.
**What you Will Do**
+ Preparing and analysing complex tax compliance, audit, and/or provision computations.
+ Working closely with internal and external business partners to ensure appropriate information is gathered, analysed, and proficiently conveys information to tax managers on tax implications.
+ Leading or supporting projects related to process improvements, implementation of controls, or global tax initiatives.
+ Researching and analysing tax regulations to document tax positions, optimize enterprise tax impact, and model tax impacts of proposed legislation with oversight by management.
+ Analysing and developing responses to support tax authority inquiries with oversight by management.
**What you Have**
**Tax Management** : Knowledge of tax laws, organizational tax practices, obligations; ability to manage organization tax related issues.
+ Experience in UK Corporation Tax;
**Tax Operations** : Knowledge of tax practices and regulations; ability to prepare and file local tax returns.
**Tax Regulations:** Knowledge of UK tax procedures and regulations; ability to adhere to tax regulations when filing forms as they pertain to a particular business or industry.
**Accuracy and Attention to Detail:** Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
+ Strong analytical, critical thinking, problem-solving, and process management & improvement skills
**Effective Communication** s: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
+ Strong communication skills, accountability, organizational skills, and good judgment  
**Problem Solving** : Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
**Financial and Accounting Systems:** Knowledge of functions, features and capabilities of financial and accounting systems; ability to use financial and accounting applications specific to the organization.
+ A good understanding of finance and business processes in global organizations.
**Research Analysis:** Knowledge of the concepts, methodologies and methods of research analysis; ability to locate, interpret and evaluate research findings compiled and documented by others.
**Top Candidates Will Also Have:**
+ ACA/CTA or equivalent qualification
+ UK GAAP Tax accounting knowledge and skills, with some knowledge of US GAAP.
+ Experience of non-US direct tax compliance requirements including tax returns and transfer pricing is an added strength but not required. Prior Pillar 2 knowledge is not a requirement.
+ Strong knowledge of M365 and Onesource desirable.
+ Collaborative, proactive, team-oriented personality with the ability to build and foster relationships with internal and external business partners 
**Additional Information**
This position requires the candidate to work a 5-day-a-week schedule in the office
**About Caterpillar**
Caterpillar Inc. is the world's leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For nearly 100 years, we've been helping customers build a better, more sustainable world and are committed and contributing to a reduced-carbon future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed.
**NB. The panel cannot make assumptions when shortlisting therefore please demonstrate your qualifications and experience on your CV relevant to the criteria outlined.**
**Pending the number of applications, the criteria for the position may be enhanced to facilitate shortlisting. #LI**
**Posting Dates:**
September 22, 2025 - October 6, 2025
Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply
Not ready to apply? Join our Talent Community ( .

Deputy Director Corporation Tax Strategy & Transformation - Birmingham About the job

Job summary

HMRC is the UK's tax and customs department. We collect the money that pays for the UK's public services and provides financial support to people. Our work is central to the business of government and we're proud of our track record. We're an historic and yet modern department, undergoing ambitious transformation which affects all our colleagues and customers.

Due to the complexity and direction of the role, if you would like to enquire about the role prior to applying please email

In Customer Strategy and Tax Design, we are working to build a trusted, modern tax administration system- one that brings in revenue for public services, makes it easy to get it right, is valued and trusted, and which promotes sustainable economic growth.

Business Assets and International (BAI) is a policy directorate made up of around 500 colleagues overseeing various taxes and duties, including corporation tax, Stamp Duty Land Tax, inheritance tax, capital gains tax and aspects of income tax. The work of the directorate is high profile and often in the news.

The largest tax for which BAI is responsible is corporation tax which brings in around £90 billion annually for the Exchequer. This challenging and exciting role is responsible for establishing and developing a team that will lead corporation tax transformation and regime ownership in HMRC.

Job description

This exciting opportunity is for a highly motivated and experienced leader to join CS&TD's Business Assets and International Directorate as the Deputy Director for Corporation Tax Strategy and Transformation. In this critical role, you'll be at the forefront of shaping the future of Corporation Tax administration in the UK, directly impacting revenue collection, customer experience, and public trust. You will design and implement key strategic initiatives, drive change, and lead a team to deliver exceptional results.

• Driving Regime Ownership: Embed corporation tax regime ownership across the end to end regime. Regime ownership is a key departmental priority within the directorate and you will also be required to influence the wider departmental model. This includes leading secretariats, developing and maintaining data dashboards, overseeing the corporation tax strategy and ensuring robust analysis and evidence based decision making to improve the health of the corporation tax regime through small change.
• Leading Strategic Transformation: Develop and implement a strategy to modernise Corporation Tax, aiming to maximise revenue, simplify compliance, provide great customer experience and foster public trust. This includes supporting current technological change and developing a future vision in line with HMRC's Transformation Roadmap.
• Leadership and Culture: Lead a new team of multi-skilled specialists spread across the UK. You will be responsible for the team's budget and will contribute to the BAI Senior Leadership Team, fostering a positive, inclusive, and high-performing culture.
• Strategic Collaboration: Work with a wide range of internal and external stakeholders-including Ministers, software providers, and other HMRC business areas and other government departments-to ensure effective end-to-end service delivery and address regime risks.

Person specification

The successful applicant will need to demonstrate relevant experience and effective delivery of the following essential criteria:

• Experience or Knowledge of Corporation Tax: Experience or knowledge of Corporation Tax is a key requirement for this role.
• Technological Change Experience: Experience of working with technological change is a key requirement for this role.
• Strategic Leadership: Proven ability to develop and implement long-term strategic plans and translate complex objectives into actionable strategies. Experience driving organisational change and policy development is desirable.
• People Leadership: Demonstrable people leadership skills with a proven ability to lead and develop teams of experts, particularly in ambiguous environments.
• Stakeholder Management & Communication: Strong senior stakeholder management skills, including experience at a ministerial level or equivalent. Excellent communication skills, both written and oral, are essential.

Benefits

Alongside your salary of £1,000, HM Revenue and Customs contributes 3,465 towards you being a member of the Civil Service Defined Benefit Pension scheme. Find out what benefits a Civil Service Pension provides.

Pension

Your Civil Service pension is a valuable part of your total reward and is one of your biggest benefits.

When you join the Civil Service, you get access to the alpha pension with a generous employer contribution of 28.97% and some of the lowest member contributions in the public sector.

Please visit Civil Service Pension Scheme for more information.

Annual Leave and Bank Holiday Allowance

25 days annual leave, increasing to 30 days after 5 years' service (allowance pro-rata for part-time colleagues).

This is complemented by one days paid privilege leave to mark the King's Birthday and is in addition to your public holidays.

Equality, Diversity & Inclusion

The Civil Service values and supports all its employees.

At HMRC we want to create great places to work that are welcoming to all - where there is a strong sense of belonging and community.

Our HMRC equality objectives describe how we are working to become a more inclusive and representative organisation reflective of our values.

Things you need to know

Selection process details

This campaign is being managed by HMRC's Executive Resourcing team. All applications should be submitted via Civil Service Jobs no later than 23:55 on Monday 13th October 2025 and must include:

• A CV detailing your career history, key responsibilities and achievements accounting for any employment gaps within the last two years.
• A Statement of Suitability (no longer than 2 pages) demonstrating how your experience meets the essential criteria.

Your CV and suitability statement will be assessed against the criteria set out in the person specification. Please include your full name on both documents.

Assessment

If shortlisted, you will take part in the following assessment:

• Individual Leadership Assessment - a combination of psychometric assessments

Assessments are designed to support the panel's decision making and highlight areas for further exploration at interview and do not result in a pass or fail decision.

Interview

You will attend a panel interview for a more in-depth discussion of your previous experience and professional competence. This will include a 5-minute verbal presentation (further information will be issued in advance).

Interviews are expected to take place in person virtually via Microsoft Teams.

All Criminal Record Checks applications are considered fairly in accordance with the DBS Code of Practice and the Recruitment of ex-offenders Policy.

Feedback will only be provided if you attend an interview or assessment.

This role has a minimum assignment duration of 3 years. An assignment duration is the period of time a Senior Civil Servant is expected to remain in the same post to enable them to deliver on the agreed key business outcomes. The assignment duration also supports your career through building your depth of expertise.

As part of accepting this role you will be agreeing to the expected assignment duration set out above. This will not result in a contractual change to your terms and conditions. Please note this is an expectation only, it is not something which is written into your terms and conditions or indeed which the employing organisation or you are bound by. It will depend on your personal circumstances at a particular time and business needs, for example, would not preclude any absence like family friendly leave. It is nonetheless an important expectation, which is why we ask you to confirm you agree to the assignment duration set out above.

Security

Successful candidates must undergo a criminal record check.

People working with government assets must complete baseline personnel security standard (opens in new window) checks.

Nationality requirements

This job is broadly open to the following groups:

• UK nationals
• nationals of the Republic of Ireland
• nationals of Commonwealth countries who have the right to work in the UK
• nationals of the EU, Switzerland, Norway, Iceland or Liechtenstein and family members of those nationalities with settled or pre-settled status under the European Union Settlement Scheme (EUSS) (opens in a new window)
• nationals of the EU, Switzerland, Norway, Iceland or Liechtenstein and family members of those nationalities who have made a valid application for settled or pre-settled status under the European Union Settlement Scheme (EUSS)
• individuals with limited leave to remain or indefinite leave to remain who were eligible to apply for EUSS on or before 31 December 2020
• Turkish nationals, and certain family members of Turkish nationals, who have accrued the right to work in the Civil Service

Further information on nationality requirements (opens in a new window)

Working for the Civil Service

The Civil Service Code (opens in a new window) sets out the standards of behaviour expected of civil servants.

We recruit by merit on the basis of fair and open competition, as outlined in the Civil Service Commission's recruitment principles (opens in a new window).

The Civil Service embraces diversity and promotes equal opportunities. As such, we run a Disability Confident Scheme (DCS) for candidates with disabilities who meet the minimum selection criteria.

The Civil Service also offers a Redeployment Interview Scheme to civil servants who are at risk of redundancy, and who meet the minimum requirements for the advertised vacancy.

Diversity and Inclusion

The Civil Service is committed to attract, retain and invest in talent wherever it is found. To learn more please see the Civil Service People Plan (opens in a new window) and the Civil Service Diversity and Inclusion Strategy (opens in a new window).

An Exciting 18-Month Graduate Programme in an Established Financial Service Business
Location: Belfast, hybrid (3 days per week in the office)
Start Date: 27 October 2025
Contract: Fully paid, fixed term for 18 months, with strong potential for permanent conversion

Over the course of 18 months, you will receive structured training, mentoring, and hands-on experience in client onboarding operations. You will work alongside experienced professionals from day one, take on meaningful responsibility, and build skills that enable progression into senior, specialist, or operational roles.

As a Financial Services Administrator, you will:

• Support the end-to-end onboarding of new clients, ensuring compliance and seamless process flow
• Engage with stakeholders internally to gather requirements, manage expectations, and drive onboarding readiness
• Prepare and maintain accurate documentation and records to regulatory and internal standards
• Resolve or escalate onboarding issues, delays, or risk points
• Contribute ideas to streamline onboarding processes and enhance efficiency

What We're Looking For:

• You might be a school leaver, recent graduate, early in your career, or looking for a change. You should bring:
• A Level or equivalent qualifications and GCSE Maths and English (Grade C or above) .
• Basic understanding of technology (i.e. Microsoft suite) .
• A high level of attention to detail and a strong focus on quality and experience following strict processes and requirements.
• Demonstrate an inquisitive nature, be inclined to investigate, identify issues and solve problems, and dig under the surface of challenges.
• Strong written and verbal communication skills.
• Ability to manage personal performance and willingness to take on board feedback.

Benefits:

• Work in a high-growth team that values your development and long-term career goals
• Gain early responsibility and direct exposure to client operations
• Build a solid foundation for a long-term career in professional services
• Alongside your starting salary, there will be a performance review every 6 months, with potential salary uplift at 12 months
• Paid-for training and ongoing development support through one-to-one coaching and access to our award-winning trainers
• Health cash plan
• Cycle to work scheme
  

Programme Benefits & Progression:

• Full pay as you undertake structured training in onboarding, compliance, stakeholder management, and process improvement
• Mentoring, coaching, and performance reviews every 6 months
• Opportunity to convert to a permanent role at the end of 18 months
• Clear progression routes: senior onboarding roles, operational leadership, or movement into compliance, risk, or transformation streams

If you think this fantastic opportunity is for you, please apply!

Interviewing from: 1st October 2025

Potential Start Date: 27th October 2025

Our client is a successful and well established Chartered IFA firm with branches all over the country

They are currently looking for a Financial Services Administrator to join the team in Gatwick

We will consider someone from a Pensions background or a provider background as long as you have good knowledge of the industry

The company is a market leading award winning IFA fim with great career opportunities and in this instance all training will be provided

We will consider inexperienced or experienced IFA Administrators for this role

The client is willing to pay up to 32000 maybe more for the right person and the chance of an immediate start

This is an office based role in Gatwick so please only apply if you can get to this location

This well-established wealth management organisation based on the outskirts of Woking are seeking a Financial Services Administrator to join their team. You will be joining a growing company that is eager to find an individual that will progress within the business and full training will be provided. Furthermore, this role will be fully office based, and you must be a car driver to commute to their location. A brilliant opportunity for a driven individual that is keen to progress within the financial services industry.

Job Title :    Financial Services Administrator

Job Type :    Permanent, full time

Location :    Woking, Surrey

Salary :    £23,000 - £6,000 per annum

Reference no :   15894

Financial Services Administrator – Benefits

• 25 days holiday plus bank holidays
li>Company bonus scheme
• Car parking onsite
• Pension scheme
• Study support package

Financial Services Administrator – About The Role

In this role you will be reporting into the Operations Manager and will be working within a sub team of 3. You will be supporting the advisers with daily tasks to ensure a smooth client servicing process.  Your key responsibilities will be:

• Assisting with pre-meeting research and documentation including gathering information from client files, documents and valuations for the Financial Advisers and uploading to on-line client files as required.
• Assisting with any follow up actions from client meetings.
• Responsible for updates and maintenance of the CRM system, filing and other IT systems.
• Responsible for the administration of client information for the Partner/paraplanner, ensuring in all information is  gathered in a timely fashion and prepared fully before submitting to paraplanner to write case.
li>Responsible for Letter of Authority’s - Delivering letters of authority to our prospects, chasing and compiling the data from providers onto a prospects file and liaising with SJP administration centres and external 3rd parties. < i>Managing the client’s financial information and documents including collating information from various sources and updating/creating the Client Financial Review documents. < i>Responsible for client facing compliance – completing various forms with client data. < i>Preparing presentation documents for Partner & Adviser.
• Completion of various application forms and documentation on the client’s behalf and with their express permission.

The successful Financial Services Administrator will have:

< i>Experience or desire to work in the financial services industry is essential
• Strong communication skills
• Willing to study/develop in the industry

Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.

Refer a friend

If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers we assist them in securing a permanent role and a minimum of 5 in vouchers if we place them in a temporary assignment. (Terms & conditions apply)

An opportunity Has Arisen for a Financial Services Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.

As a Financial Services Administrator , you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.

This full-time permanent role offers benefits and a salary range of £30,000 – £40,000.

You Will Be Responsible For:

• Leading, mentoring, and developing the client support team.
• Allocating and monitoring workloads to ensure deadlines are achieved.
• Managing complex or high-priority client administration tasks directly.
• Overseeing onboarding, annual reviews, and day-to-day service delivery.
• Acting as the main operational point of contact between advisers and paraplanners.
• Monitoring workflow and addressing bottlenecks before they escalate.
• Maintaining compliance and ensuring quality standards are met.
• Driving continuous improvement across systems and processes.
• (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.

What We Are Looking For:

• Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
• At least 2 years of experience in financial services
• A strong background in financial services administration (pensions, investments, insurance, or wealth management).
• Proven ability to lead teams and manage multiple priorities effectively.
• Excellent attention to detail and accuracy in all tasks.
• Strong organisational skills and effective communication.

What’s on Offer:

• Competitive salary
• Generous holiday entitlement.
• Professional development and qualification support.
• Company pension and wellbeing initiatives.
• Enhanced family leave policies.
• Additional leave and regular company events.
• Supportive and collaborative working culture.

This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Job Title: Financial Services Administrator

Location: Leicester

Salary: £25,000 to £0,000

Hours of Work: Full-time, Monday to Friday

We are currently recruiting for an experienced Financial Services Administrator to join a respected independent financial advisory (IFA) practice based in Leicester. This is a fantastic opportunity for someone with a background in financial services administration who thrives in a professional, client-focused environment. You will play a key role in ensuring the smooth running of day-to-day operations while providing valuable support to advisers and clients.

Duties of a Financial Services Administrator

Reporting to the management team, you will be responsible for:

• Providing comprehensive administrative support across protection, pensions and investment cases.
• Progressing cases by liaising with advisers, providers, and third parties.
• Preparing client documentation and suitability reports.
• Delivering excellent client service, dealing with queries and resolving issues promptly.
• Producing documents and spreadsheets using Microsoft Word, Excel, and Outlook.
• Assisting colleagues with process improvements to enhance efficiency.
• Ensuring all work complies with financial services regulations and company standards.

Skills and Experience of a Financial Services Administrator

As a Financial Services Administrator, you will need to demonstrate:

• Previous recent experience in financial services administration (minimum 2 years).
• Solid understanding of processes within pensions, investments, and/or protection.
• Competency with Microsoft Office (Word, Excel, Outlook) and CRM systems.
• Strong organisational skills with the ability to manage multiple priorities effectively.
• Excellent communication and interpersonal skills for working with clients and providers.
• A high level of attention to detail and the ability to meet deadlines in a busy environment.

What the client offers a Financial Services Administrator

This client offers:

• Competitive salary starting from 5,000 per year
• A supportive and collaborative working environment

About the Client

Our client is a well-established IFA firm, providing independent advice and long-term planning solutions to individuals and businesses across Leicester and the surrounding area. They are known for their approachable service and commitment to delivering trusted financial advice.

Next Steps

Apply to this Financial Services Administrator role through this advert. If you would like more information, please contact Chloe in our Commercial team on (phone number removed).

If successful, you will need to complete a digital registration with our agency (if not already registered). If you have not been contacted within 7 days of your application, please assume you have not been shortlisted at this stage. However, we may retain your details for other suitable opportunities.

About Regional Recruitment Services – A Recruitment Agency in Leicester

This role is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency established in 2008. We provide permanent, temporary and contract solutions across the Commercial, Construction, Industrial and Engineering sectors. To view more vacancies nationwide, please visit our website ((url removed)).