My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team. Key Responsibilities Provide end-to-end administrative support to one or two Financial Planners Prepare pre-meeting packs, engagement letters and client documentation Maintain accurate client records and workflows using Intelligent Office (IO) Process new business, fund switches, cash management and platform transactions Monitor pipelines and proactively update planners on case progress Support Annual Reviews in collaboration with Financial Planners and review teams Liaise with product providers, platforms, paraplanners and third parties Conduct four-eye checks and support quality control processes Complete AML checks, including client ID recording and electronic verification Generate client valuations and assist with invoicing Support trust administration and death claims where required Act as a subject-matter expert in specific areas (e.g. trusts, DB pension transfers) Assist in mentoring and training trainee / apprentice FP administrators Handle client and provider phone queries professionally Candidate Profile Ideally 4 years experience in a Financial Planning support or administration role Good all round knowledge of pension and investment products Excellent attention to detail and organisational skills Strong written and verbal communication skills Client-focused, professional and collaborative approach Ability to manage multiple cases and deadlines in a regulated environment In return my client offers a generous remuneration package, hybrid working (1 - 2 days from home), a friendly working environment and excellent benefits package.
Jun 30, 2026
Full time
My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team. Key Responsibilities Provide end-to-end administrative support to one or two Financial Planners Prepare pre-meeting packs, engagement letters and client documentation Maintain accurate client records and workflows using Intelligent Office (IO) Process new business, fund switches, cash management and platform transactions Monitor pipelines and proactively update planners on case progress Support Annual Reviews in collaboration with Financial Planners and review teams Liaise with product providers, platforms, paraplanners and third parties Conduct four-eye checks and support quality control processes Complete AML checks, including client ID recording and electronic verification Generate client valuations and assist with invoicing Support trust administration and death claims where required Act as a subject-matter expert in specific areas (e.g. trusts, DB pension transfers) Assist in mentoring and training trainee / apprentice FP administrators Handle client and provider phone queries professionally Candidate Profile Ideally 4 years experience in a Financial Planning support or administration role Good all round knowledge of pension and investment products Excellent attention to detail and organisational skills Strong written and verbal communication skills Client-focused, professional and collaborative approach Ability to manage multiple cases and deadlines in a regulated environment In return my client offers a generous remuneration package, hybrid working (1 - 2 days from home), a friendly working environment and excellent benefits package.
Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field. Key Responsibilities Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation Maintain accurate and up-to-date client records and financial information within back-office systems Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant Manage new business processing, proactively progressing cases and chasing providers Liaise with pension providers, platforms, and third parties to obtain updates and information Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing Maintain and update CRM systems (e.g. Intelliflo or similar) accurately Assist with platform administration, including transfers and investments Act as a central coordination point between clients, advisers, and internal teams Deliver a high-quality client experience through professional communication and organisation Applicants must possess support / administration experience from the IFA sector with proven experience providing financial planning support, client servicing, and administration. You will possess solid knowledge of pensions, investments, and financial planning processes along with experience of using back office / CRM systems such as Intelliflo. In return you will be rewarded with a friendly and positive working environment, hybrid working, support towards professional qualifications, generous remuneration package and long term opportunity for career development
Jun 30, 2026
Full time
Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field. Key Responsibilities Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation Maintain accurate and up-to-date client records and financial information within back-office systems Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant Manage new business processing, proactively progressing cases and chasing providers Liaise with pension providers, platforms, and third parties to obtain updates and information Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing Maintain and update CRM systems (e.g. Intelliflo or similar) accurately Assist with platform administration, including transfers and investments Act as a central coordination point between clients, advisers, and internal teams Deliver a high-quality client experience through professional communication and organisation Applicants must possess support / administration experience from the IFA sector with proven experience providing financial planning support, client servicing, and administration. You will possess solid knowledge of pensions, investments, and financial planning processes along with experience of using back office / CRM systems such as Intelliflo. In return you will be rewarded with a friendly and positive working environment, hybrid working, support towards professional qualifications, generous remuneration package and long term opportunity for career development
My client, a leading pension consultancy, currently seek an experienced Pensions Administration Manager to head up administration for their growing Essex based team. The role is varied and duties will include: Leading the administration service for a large blue chip scheme Overseeing the daily management of the client relationship from an administrative perspective and participating in client / trustee meetings Being a focal point for team technical issues Ensuring that SLA's are met and that a consistently high service is provided Identifying areas for improvement regarding processes and procedures as well as training needs. Assisting less experienced colleagues and ensuring that their work is scrutinised. Responsible for implementing training, coaching, appraisals and setting individual and team goals. Applicants must possess a proven background in Pensions administration, especially Defined Benefit and associated calculations. You will be an inspirational manager able to lead by example and help bring less experienced colleagues through the ranks. You will possess a positive approach with the ability to mentor, influence and manage relationships at all levels. This is a great opportunity to join a highly regarded company in an influential position offering a generous remuneration package and outstanding prospects for development along with flexible working.
Jun 30, 2026
Full time
My client, a leading pension consultancy, currently seek an experienced Pensions Administration Manager to head up administration for their growing Essex based team. The role is varied and duties will include: Leading the administration service for a large blue chip scheme Overseeing the daily management of the client relationship from an administrative perspective and participating in client / trustee meetings Being a focal point for team technical issues Ensuring that SLA's are met and that a consistently high service is provided Identifying areas for improvement regarding processes and procedures as well as training needs. Assisting less experienced colleagues and ensuring that their work is scrutinised. Responsible for implementing training, coaching, appraisals and setting individual and team goals. Applicants must possess a proven background in Pensions administration, especially Defined Benefit and associated calculations. You will be an inspirational manager able to lead by example and help bring less experienced colleagues through the ranks. You will possess a positive approach with the ability to mentor, influence and manage relationships at all levels. This is a great opportunity to join a highly regarded company in an influential position offering a generous remuneration package and outstanding prospects for development along with flexible working.
A leading UK Pension Consultancy currently seek several experienced Senior Pension Administrators to join its growing team and award winning business. Operating at scale across a wide client portfolio, the organisation delivers administration and advisory services to a broad range of pension schemes, with a strong focus on quality, member outcomes, and regulatory excellence. The Role This is an excellent opportunity for a skilled pensions professional with strong Defined Benefit (DB) experience to take on a senior position within a collaborative and high-performing team. You will play a key role in delivering high-quality pension administration services, supporting junior colleagues, and ensuring compliance with industry standards and client expectations. Key Responsibilities Manage complex Defined Benefit pension administration tasks, including retirements, transfers, deaths, and leavers Perform and check manual benefit calculations and ensure high levels of accuracy Oversee monthly and annual processes, ensuring delivery within agreed SLAs Act as a key point of contact for client and member queries, including complex cases Monitor team performance, quality, and workload distribution Produce and review non-standard communications and technical responses Maintain and update pension administration systems and databases Support process improvements, quality initiatives, and operational efficiencies Provide mentoring, coaching, and technical support to junior team members Collaborate with internal departments including payroll, pensions accounts, and administration support teams Skills & Experience Required Strong experience in Defined Benefit (DB) pensions administration Solid understanding of UK pensions legislation and regulatory framework Proven ability to perform calculations and quality-check others' work Highly organised with strong attention to detail and accuracy Confident communicator with strong stakeholder engagement skills Proficient in Microsoft Office (Excel, Word, Outlook) Ability to manage workload effectively and meet deadlines in a fast-paced environment What's on Offer My client is an award winning company offering a collaborative and inclusive working environment, support towards professional qualifications, generous benefits including bonus, pension, healthcare etc, and genuine opportunities for career development.
Jun 30, 2026
Full time
A leading UK Pension Consultancy currently seek several experienced Senior Pension Administrators to join its growing team and award winning business. Operating at scale across a wide client portfolio, the organisation delivers administration and advisory services to a broad range of pension schemes, with a strong focus on quality, member outcomes, and regulatory excellence. The Role This is an excellent opportunity for a skilled pensions professional with strong Defined Benefit (DB) experience to take on a senior position within a collaborative and high-performing team. You will play a key role in delivering high-quality pension administration services, supporting junior colleagues, and ensuring compliance with industry standards and client expectations. Key Responsibilities Manage complex Defined Benefit pension administration tasks, including retirements, transfers, deaths, and leavers Perform and check manual benefit calculations and ensure high levels of accuracy Oversee monthly and annual processes, ensuring delivery within agreed SLAs Act as a key point of contact for client and member queries, including complex cases Monitor team performance, quality, and workload distribution Produce and review non-standard communications and technical responses Maintain and update pension administration systems and databases Support process improvements, quality initiatives, and operational efficiencies Provide mentoring, coaching, and technical support to junior team members Collaborate with internal departments including payroll, pensions accounts, and administration support teams Skills & Experience Required Strong experience in Defined Benefit (DB) pensions administration Solid understanding of UK pensions legislation and regulatory framework Proven ability to perform calculations and quality-check others' work Highly organised with strong attention to detail and accuracy Confident communicator with strong stakeholder engagement skills Proficient in Microsoft Office (Excel, Word, Outlook) Ability to manage workload effectively and meet deadlines in a fast-paced environment What's on Offer My client is an award winning company offering a collaborative and inclusive working environment, support towards professional qualifications, generous benefits including bonus, pension, healthcare etc, and genuine opportunities for career development.
