Financial Services Administrator

Overview

We are seeking a dedicated and motivated professional to join our dynamic team. This role offers an excellent opportunity to contribute to meaningful projects, grow your career, and make a lasting impact within a supportive and innovative environment. If you are passionate about delivering exceptional results and thrive in a collaborative setting, we encourage you to apply.

Benefits

• Competitive salary of up to £32,000,  based on your experience
• 26 days' holiday plus bank holidays closed for Christmas
• Private medical insurance
• Training and development opportunities
• Support/sponsorship with exams

Responsibilities

• Dealing with general administration tasks such as answering phones, managing emails and dealing with post
• Processing client applications, submitting new business accurately and efficiently
• Detailed and specific financial transactions on instruction from the Senior Advisors
• Liaising with third parties and clients to obtain and update information on transactions 
• Maintaining internal systems and records
• Organising annual reviews with clients
• Preparing reports and paperwork for client meetings
• Supporting advisers and paraplanners to help deliver a smooth client experience
• Collaborate with cross-functional teams to achieve organisational goals.
• Execute tasks and projects with precision, ensuring high-quality outcomes.
• Provide updates and reports to supervisors as required.

Qualifications

• Proven administration experience specifically within the financial services sector
• Strong IT skills, use of in-house databases and platforms 
• Strong organisational skills with the ability to manage multiple priorities.
• Excellent communication and interpersonal abilities.
• A proactive mind set with a commitment to continuous learning and development.

Join us and become part of a team that values excellence, innovation, and collaboration. We look forward to welcoming a talented individual who is ready to make a difference. Apply today to take the next step in your career!

We do our best to make our adverts as specific as possible so that you do not waste your time applying for roles which are not a match. If you meet the criteria for the role we will be in contact with you.  If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.

Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications.  A copy of our Diversity Policy is available upon request.

Charterhouse Recruitment (Yorkshire) Ltd is acting in the capacity of an Employment Agency for permanent appointments and an Employment Business for temporary assignments.

At Charterhouse Recruitment we are committed to protecting your personal data.  Please click on the link below to read our privacy notice which provides you with all you need to know about how we will use and process your data.

 http://www.charterhouserecruitment.co.uk/privacy-notice/

INDCH

• Can you give me a brief overview of your marketing experience and your current role?
  (Checks overall experience and relevance.)

• How much hands-on experience do you have managing paid media campaigns, and which platforms have you used?
  (Look for Meta, Google, YouTube, streaming, gaming, etc.)

• Can you describe a paid media campaign you have managed from planning through to results?
  (Assesses ownership, strategy and delivery.)

• What campaign metrics do you typically monitor, and how do you use data to optimise performance?
  (Checks analytical ability and optimisation skills.)

• What size budgets have you managed or been responsible for overseeing?
  (Assesses commercial responsibility.)

• What experience do you have working with external agencies, and how have you managed those relationships?
  (Checks stakeholder and agency management skills.)

• Have you worked in a consumer brand, retail, FMCG or similar fast-paced environment?
  (Checks sector fit.)

Overview

We are recruiting on behalf of a premium food and drink importer based in West Yorkshire. Renowned for sourcing exceptional ingredients - our client supplies chefs, retailers, and food lovers across the UK.

They are seeking a highly motivated Business Development Manager to drive new customer acquisition and maximise sales opportunities. This is a fully sales-led role focused on winning new business and building long-term customer relationships.

Benefits

• £35,000 basic salary per annum
• Monthly commission on personal sales (up to 50k OTE)
• 28 days holiday including bank holidays (rising to 33 with length of service)
• Monday to Friday working
• Company pension

Responsibilities

• Proactively identify, target, and secure new business opportunities
• Manage the full sales cycle from outreach and pitching through to closing deals
• Conduct outbound calls, client visits, and product presentations to build a strong sales pipeline
• Develop tailored proposals using strong product and category knowledge
• Build long-term relationships with chefs, buyers, owners, and procurement teams
• Represent the company at trade shows, food events, and customer demonstrations
• Collaborate with the internal sales team to ensure smooth onboarding and account handover
• Maintain accurate CRM records, forecasts, and weekly reporting
• Monitor market trends, competitor activity, and customer insights to identify growth opportunities
• Meet and exceed monthly, quarterly, and annual sales targets

Qualifications

• Proven experience in field sales, business development, or account acquisition—ideally within food, drink, hospitality, or FMCG
• Strong communication, pitching, negotiation, and closing skills
• Highly proactive, target-driven, and motivated by achieving KPIs
• Ability to quickly build rapport and present products with enthusiasm and credibility
• Strong organisational skills with the ability to manage a busy pipeline
• Knowledge of premium food categories is desirable but not essential
• Energetic, tenacious, commercially astute, and driven to achieve growth

We do our best to make our adverts as specific as possible so that you do not spend your time applying for roles which are not a match. If you meet the criteria for the role we will be in contact with you.  If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.

Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications.  A copy of our Diversity Policy is available upon request.

Charterhouse Recruitment (Yorkshire) Ltd is acting in the capacity of an Employment Agency for permanent appointments and an Employment Business for temporary assignments.

At Charterhouse Recruitment we are committed to protecting your personal data.  Please click on the link below to read our privacy notice which provides you with all you need to know about how we will use and process your data.

 http://www.charterhouserecruitment.co.uk/privacy-notice/

INDCH

Chief Executive Assistant

Overview

Are you a highly organised professional with a passion for supporting executive-level operations?

We are looking for an Executive Assistant to join our client's dynamic and forward-thinking team who can become the CEO's trusted right hand, confidently representing the business and engaging with senior-level stakeholders, including investors,, local authorities, NHS Trusts, and Registered Providers. In this pivotal role, you will provide comprehensive administrative support to senior leadership and Board members, ensuring seamless operations and contributing to the success of key initiatives. From managing complex schedules and coordinating travel to preparing reports and presentations, your expertise will be instrumental in driving efficiency and fostering collaboration across the organisation. This is far more than a traditional executive support role. We're looking for someone who can anticipate needs, manage priorities, coordinate strategic projects, and act as a trusted extension of the Chief Executive, helping to keep the business operating efficiently at the highest level....

Benefits

• Competitive salary up to £55,000 (dependent on experience)
• Monday to Friday with availability between 8.30-5.30pm
• A good mix of home and office based working 
• Holiday allowance - 25 days including bank holidays
• Private healthcare scheme
• Pension scheme - 5% contribution 
• Convenient central York location, just a 5-minute walk from major public transport links
• 10% of salary bonus depending on company successes 

Responsibilities

• Executive support to the MD and 4 other Directors including extensive diary management 
• Managing executive schedules, coordinating appointments, and maintaining calendars.
• Preparing correspondence, presentations, and reports for executive-level meetings.
• Acting as a liaison between the executive team and internal/external stakeholders.
• Organising extensive  travel arrangements, including itineraries, accommodation, and logistics.
• Handling confidential information with professionalism and discretion.
• Preparing high-quality board papers, meeting agendas, taking minutes, and distributing follow-ups.

Qualifications

• Experience supporting C-Suite, Board, or senior leadership in fast moving or high growth organisation 
• Confident, polished communication - written and verbal 
• Advanced proficiency in Microsoft 365 suite and Google Workspace 
• A high level of discretion and professionalism when handling confidential information.
• Strong interpersonal skills with a focus on relationship-building and problem-solving.
• A proactive mindset with meticulous attention to detail and accuracy.
• A corporate background would suit this role.

We do our best to make our adverts as specific as possible so that you do not waste your time applying for roles which are not a match. If you meet the criteria for the role we will be in contact with you.  If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.

Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications.  A copy of our Diversity Policy is available upon request.

Charterhouse Recruitment (Yorkshire) Ltd is acting in the capacity of an Employment Agency for permanent appointments and an Employment Business for temporary assignments.

At Charterhouse Recruitment we are committed to protecting your personal data.  Please click on the link below to read our privacy notice which provides you with all you need to know about how we will use and process your data.

 http://www.charterhouserecruitment.co.uk/privacy-notice/

INDCH

Office Administrator

Overview

We are seeking a proactive, organised, and enthusiastic Office Administrator to join our client's busy Operations Team. This is a key role at the heart of the business, ensuring the office runs efficiently while providing essential administrative support across a range of operational activities.

Benefits

• Full time- Monday to Friday (8am-4.30pm)
• Salary up to £28K
• Free Parking
• 30 days holiday (inc BH)

Responsibilities

• Monitor and respond to shared inboxes, including general enquiries, timesheets and customer care messages.
• Monitor WhatsApp and telephone communications, redirecting messages 
• Process, print, record and manage weekly timesheets and associated paperwork.
• Maintain accurate logs for timesheets, completed jobs,  deductions, overcharges, returns and missing documentation.
• Check job paperwork, completed records and missing paperwork reports, escalating issues to the relevant managers.
• Support the Office Manager with health and safety administration, including training records, RAMS and related documentation.
• Maintain vehicle administration records and support general office filing and document control.
• Produce and update weekly reports relating to labour, hours over, deductions, losses, bonus runs and other operational data.
• Use internal systems and Excel spreadsheets to record, track and update business information accurately.
• Prepare reports and information for management review, including supporting documents and printed packs where needed.

Qualifications

• • Strong administration and organisational skills.
  • Excellent attention to detail and accuracy when entering or checking information.
  • Good working knowledge of Microsoft Outlook, Excel, Word and shared file systems.
  • Confident handling emails, phone calls and internal messages in a professional manner.
  • Ability to prioritise workload and manage recurring daily and weekly deadlines
  • Comfortable working with spreadsheets, logs and internal reporting processes

If you LOVE working in Administration and want to be part of a dynamic and energetic team then this is an ideal role for you... 

We look forward to receiving your application!

We do our best to make our adverts as specific as possible so that you do not waste your time applying for roles which are not a match. If you meet the criteria for the role we will be in contact with you.  If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.

Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications.  A copy of our Diversity Policy is available upon request.

Charterhouse Recruitment (Yorkshire) Ltd is acting in the capacity of an Employment Agency for permanent appointments and an Employment Business for temporary assignments.

At Charterhouse Recruitment we are committed to protecting your personal data.  Please click on the link below to read our privacy notice which provides you with all you need to know about how we will use and process your data.

http://www.charterhouserecruitment.co.uk/privacy-notice/

INDCH

Paralegal

Overview

We are seeking a highly motivated and detail-oriented Paralegal to join a diverse and inclusive team based in York. In this role, you will provide essential legal support and assist in preparing, organizing, and maintaining legal documents and processes. The ideal candidate will have a solid background in a legal role, strong analytical skills, and a collaborative attitude.

Benefits

• Up to £27k per annum
• Full training provided if you have 2 years experience in a legal organisation as a legal secretary
• Monday to Friday 9-5pm - office based
• Comprehensive range of employee benefits

Responsibilities

• Conduct thorough legal research and analysis to support case preparation and client representation.
• Draft, review, and organize legal documents, including contracts, briefs, pleadings, and correspondence.
• Assist with case preparation by gathering, organizing, and managing evidence, exhibits, and other relevant materials.
• Maintain and update legal databases and case management systems.
• Provide administrative support such as scheduling meetings, filing legal documents, and managing correspondence.
• Communicate effectively with clients
• Ensure that all legal processes and documentation comply with applicable laws and regulations.

Qualifications

• Minimum of 2 years experience as a legal secretary preferred (full training provided)
• Strong organizational, problem-solving, and analytical skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple tasks and meet tight deadlines in a fast-paced environment.
• High level of proficiency with office software such as Microsoft Office Suite
• Commitment to maintaining confidentiality and discretion at all times.
  
  If you have the required legal background please apply today and we will be in touch!

We do our best to make our adverts as specific as possible so that you do not spend your time applying for roles which are not a match. If you meet the criteria for the role we will be in contact with you.  If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.

Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications.  A copy of our Diversity Policy is available upon request.

Charterhouse Recruitment (Yorkshire) Ltd is acting in the capacity of an Employment Agency for permanent appointments and an Employment Business for temporary assignments.

At Charterhouse Recruitment we are committed to protecting your personal data.  Please click on the link below to read our privacy notice which provides you with all you need to know about how we will use and process your data.

 http://www.charterhouserecruitment.co.uk/privacy-notice/

INDCH

Inbound Sales Consultant 

Overview

A fantastic opportunity to join a very successful SME business with a creative, positive, and growth-oriented culture. Our client based is outskirts of York is looking for an experienced and reliable Sales professional to join their team. The successful candidate will be passionate about their career, ambitious to be part of a successful team, and driven to continually improve business growth.

Benefits

• Salary: £30,000 basic plus turnover bonus structure (£50,000–£100,000 OTE) and VERY ACHIEVABLE!!!

• Working pattern: Monday to Saturday, 5 days per week with a day off in the week (2 Saturdays per month) 

• One late shift per week 11.30am- 8pm BUT this is worked from home

• Comprehensive benefits package

• Transport is essential due to location

Responsibilities

• Following up on 700+ warm leads generated every week, so no call is ever cold

• Sell the company’s products and services and responding to initial quote requests and proactively following up on leads

• Engage with prospective customers via phone, email, and messaging platforms to convert enquiries into sales

• Take a consultative sales approach, understanding customer needs and providing tailored solutions

• Book and manage showroom appointments, meeting customers to inspire and assist in designing their ideal solutions

• Provide expert advice and deliver a high-quality in-person sales experience to both scheduled appointments and walk-in visitors

• Build strong customer relationships to foster trust and generate referrals

• Conduct follow-ups including email enquiries, quote chases, measurement updates, welcome calls, and design appointment confirmations

• Respond to trade enquiries, supporting professionals and businesses in sourcing the right solutions for their projects

• Follow up with trade account customers to ensure satisfaction and encourage repeat business

• Collaborate with the marketing team to support campaigns, promotions, and sales initiatives
  
  

Qualifications

• Highly motivated, results-driven sales professional with a strong desire to succeed

• Excellent communication and interpersonal skills, with the ability to build rapport with customers

• Confidence in telesales, face-to-face sales, and digital engagement tools

• Proactive, organised, and persistent approach to lead management and follow-ups

• Passion for delivering excellent customer experiences and exceeding targets

We do our best to make our adverts as specific as possible so that you do not spend your time applying for roles which are not a match. If you meet the criteria for the role we will be in contact with you.  If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.

Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications.  A copy of our Diversity Policy is available upon request.

Charterhouse Recruitment (Yorkshire) Ltd is acting in the capacity of an Employment Agency for permanent appointments and an Employment Business for temporary assignments.

At Charterhouse Recruitment we are committed to protecting your personal data.  Please click on the link below to read our privacy notice which provides you with all you need to know about how we will use and process your data.

 http://www.charterhouserecruitment.co.uk/privacy-notice/

INDCH