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

Benefits Adviser

Overview:
Our client is looking for an experienced and proactive Benefits Adviser to join their team on a permanent basis. This is a key role focused on supporting employee engagement and wellbeing through effective benefits strategy, communication, and provider management. If you have a strong background in employee benefits, excellent communication skills, and a passion for improving the employee experience, we’d love to hear from you.

Benefits

• Competitive salary circa £37,500
• 33 days holiday (including bank holidays)
• 6% employer pension contribution
• Enhanced family leave policies
• Health and wellbeing support
• Flexible hybrid working model
• Professional development opportunities

Responsibilities

• Act as a subject matter expert on employee benefits across the group
• Support the development and ongoing review of benefits policies and offerings
• Deliver engaging communication to employees via webinars, Teams, and written content
• Manage benefit provider relationships, contracts, and performance
• Analyse benefits data to assess usage, effectiveness, and ROI
• Advise on compliance including pensions, salary sacrifice schemes, and healthcare
• Support procurement with tenders and supplier benchmarking
• Collaborate on people-related projects within Shared Services
• Ensure accurate system records and tax compliance

Skills & Qualifications

• Experience in a HR or benefits-focused role
• Strong knowledge of employee benefits and relevant legislation
• Confident using HR/payroll systems and analysing data
• Excellent written and verbal communication skills
• Strong organisational and relationship-building skills
• Experience managing supplier relationships and contracts
• Detail-oriented with a proactive and solution-focused mindset
• Committed to equality, diversity, and inclusion

If this role is of interest, Apply now! 

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

Property Co-ordinator

Overview

We are seeking a highly motivated and skilled professional to join this established team based in York. This is an exciting opportunity to be part of a key team in resolving maintenance needs whilst providing excellent customer service.

Benefits

• Salary - £25,600 plus overtime opportunity (paid at time and a half)
• Initially offered on a 12 months FTC to cover maternity leave 
• Hours, Monday to Friday 8.30 am – 5pm
• Once trained (6 months) - 1 day work from home option
• 20 days paid holidays (increasing up to 25 days, depending upon length of service), plus bank holidays
• Regular team social events and activities
• Comprehensive training and development opportunities.
• Friendly, supportive work environment
• Opportunity for reduced working hours during Christmas while maintaining full pay

Responsibilities

• Working in a fast-paced environment
• Efficiently process and prioritise maintenance requests from tenants
• Coordinate with contractors to schedule repairs
• Obtain landlord approvals for maintenance works and manage budgets
• Maintain detailed records of all maintenance activities
• Coordinate end-of-tenancy maintenance works
• Handle key management and appointment scheduling

Qualifications

• Proven administrative experience in a fast-paced environment.
• Excellent organisational and time management abilities
• Strong problem-solving skills with the ability to prioritise effectively
• Experience in property maintenance or the letting industry would be beneficial but not essential
• Experience in handling complaints
• Customer service experience
• Full UK driving license

If you are passionate about customer service or the property industry - and are looking to make a significant impact, we would love to hear from you!

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

Risk & Compliance Officer

Overview

We are seeking a dynamic and engaging Risk & Compliance Officer to join a successful company. As the Risk & Compliance Officer, you will be responsible for overseeing all aspects of compliance across our three offices, conducting internal reviews and audits, drafting and monitoring company policies, and managing risk. This role requires a proactive individual with strong communication skills and the ability to work independently as well as part of a team.

Benefits

• Salary £35,000 - £45,000
• Permanent
• Full-time
• Subsidised parking 
• Bonus Scheme 
• Health and Wellbeing 
• Enhanced annual leave

Responsibilities

• Oversee compliance across all three offices
• Conduct compliance risk assessment training workshops
• Draft and monitor company policies in line with current government & regulatory guidelines
• Ensure compliance with relevant regulations
• Handle customer & Legal Ombudsman complaints
• Have oversight of the onboarding process and manage onboarding assistants
• Deliver training and ensure a consistent culture of compliance
• Evaluate compliance systems and ensure adequate software is in place

Qualifications

• Law Degree preferred but will accept other degrees
• 3 years’ + experience working in law and compliance
• 2 years’ + experience in law firm but compliance at another firm (e.g., Financial Services)
• Proficiency in Microsoft Office Products

If you are an analytical, proactive, and self-motivated professional with a can-do attitude and strong communication skills, we encourage you to apply for this exciting opportunity.

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

Claims Assessor

Overview

We are seeking dedicated individuals to join a Claims Department as Claims Assessors. This is an exciting opportunity to be part of a dynamic team and contribute to our continued success. The role offers a competitive salary and the chance to make a real impact in a supportive work environment.

Benefits

• Competitive salary: £24,500 - £28,000 per annum
• Opportunity for career advancement
• Supportive work environment
• Hybrid working
• Training and development opportunities

Responsibilities

• Assessing and processing claims in a timely and accurate manner
• Investigating and gathering necessary information for claims evaluation
• Communicating with claimants, policyholders, and other relevant parties
• Adhering to company policies and regulatory requirements
• Contributing to process improvements and efficiency

Qualifications

• Previous experience in related field/sector would be an advantage but not essential
• Strong attention to detail and analytical skills
• Excellent communication and interpersonal abilities
• Ability to work effectively both independently and as part of a team
• Excellent time management
• Thrive in a fast pace environment

If you are a professional with a passion for delivering exceptional service and are looking to take the next step in your career, we would love to hear from you.