My client, a well established and award winning Pension organisation, currently seek an experienced Pensions Manager to join a growing outsourced pensions management and scheme secretarial team. This is a client-facing role where you will act as the key point of contact, leading the delivery of high-quality governance and pension management services across a diverse portfolio of schemes. The Role As a senior member of the team, you will take ownership of client relationships and play a key role in delivering high-level pensions management services. You will combine strong technical expertise with excellent communication skills to support clients, improve member outcomes, and contribute to business growth. Your work will be varied and engaging, spanning scheme secretarial duties, project management, governance oversight, and stakeholder coordination. You will also support the development of team members and contribute to continuous service improvement initiatives. Key Responsibilities Act as the primary lead for outsourced pensions services, including scheme secretarial duties and day-to-day client and adviser relationships Manage a portfolio of pension schemes and projects, overseeing delivery from initiation through to completion Ensure high-quality delivery of administration and governance services in line with contractual, regulatory, and internal standards Maintain scheme compliance, proactively identifying risks and implementing preventative measures Develop and deliver scheme business plans, overseeing budgets, supplier costs, and financial performance to ensure profitability and cost efficiency Lead pensions management projects, including adviser reviews and service improvement initiatives Build strong client relationships and networks, supporting business development and marketing activity Provide leadership, mentoring, and support to colleagues where required Stay up to date with industry developments through ongoing professional development About You You are a self-motivated and driven pensions professional with a strong desire to deliver excellent client outcomes. You bring a balance of technical knowledge, commercial awareness, and the ability to communicate effectively with a wide range of stakeholders. Essential Skills & Experience Strong background in the pensions industry, with recent experience of occupational pension schemes In-depth understanding of pension legislation, governance, and regulatory requirements In-depth knowledge of defined benefit (DB) and defined contribution (DC) schemes Proven experience in pensions management, including scheme governance and compliance Strong project management and organisational skills Demonstrated ability to manage multiple clients and priorities effectively Experience in client relationship management and stakeholder engagement Excellent written and verbal communication skills, with the ability to explain complex concepts clearly Strong financial and budget management capability Proficiency in Microsoft Office (Excel, Word, PowerPoint) and ability to learn new systems In return, you will be rewarded with an outstanding work environment and a generous remuneration and benefits package, along with excellent prospects for development as the organisation continues to grow.
Jun 13, 2026
Full time
My client, a well established and award winning Pension organisation, currently seek an experienced Pensions Manager to join a growing outsourced pensions management and scheme secretarial team. This is a client-facing role where you will act as the key point of contact, leading the delivery of high-quality governance and pension management services across a diverse portfolio of schemes. The Role As a senior member of the team, you will take ownership of client relationships and play a key role in delivering high-level pensions management services. You will combine strong technical expertise with excellent communication skills to support clients, improve member outcomes, and contribute to business growth. Your work will be varied and engaging, spanning scheme secretarial duties, project management, governance oversight, and stakeholder coordination. You will also support the development of team members and contribute to continuous service improvement initiatives. Key Responsibilities Act as the primary lead for outsourced pensions services, including scheme secretarial duties and day-to-day client and adviser relationships Manage a portfolio of pension schemes and projects, overseeing delivery from initiation through to completion Ensure high-quality delivery of administration and governance services in line with contractual, regulatory, and internal standards Maintain scheme compliance, proactively identifying risks and implementing preventative measures Develop and deliver scheme business plans, overseeing budgets, supplier costs, and financial performance to ensure profitability and cost efficiency Lead pensions management projects, including adviser reviews and service improvement initiatives Build strong client relationships and networks, supporting business development and marketing activity Provide leadership, mentoring, and support to colleagues where required Stay up to date with industry developments through ongoing professional development About You You are a self-motivated and driven pensions professional with a strong desire to deliver excellent client outcomes. You bring a balance of technical knowledge, commercial awareness, and the ability to communicate effectively with a wide range of stakeholders. Essential Skills & Experience Strong background in the pensions industry, with recent experience of occupational pension schemes In-depth understanding of pension legislation, governance, and regulatory requirements In-depth knowledge of defined benefit (DB) and defined contribution (DC) schemes Proven experience in pensions management, including scheme governance and compliance Strong project management and organisational skills Demonstrated ability to manage multiple clients and priorities effectively Experience in client relationship management and stakeholder engagement Excellent written and verbal communication skills, with the ability to explain complex concepts clearly Strong financial and budget management capability Proficiency in Microsoft Office (Excel, Word, PowerPoint) and ability to learn new systems In return, you will be rewarded with an outstanding work environment and a generous remuneration and benefits package, along with excellent prospects for development as the organisation continues to grow.
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 12, 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
Front Row Recruitment
Newcastle Upon Tyne, Tyne And Wear
Due to continued success my client, an award winning Pension Consultancy, currently seek an experienced Pensions Administrator to join their friendly, award winning, Defined Benefit team. The role will involve prioritising the day to day workload of the team and assisting the Administration Manager in ensuring that the team runs smoothly. Duties will include: Ensuring that an effective pension administration service is provided to all clients Ensuring that client work is completed with SLA's and deadlines Handling pension tasks such as manual calculations and assisting less experienced colleagues Being a point of contact for a portfolio of clients Assisting with annual projects such as renewals, benefit statements and pension increases Provide input regarding process and procedural change Applicants must possess Defined Benefit pensions experience with the ability to perform manual calculations. You are likely to possess at least 18 months technical experience from a Third Party or InHouse background along with strong numeracy, communication and organisation skills. This is a great opportunity to join a highly respected pension consultancy which offers a great working environment, generous benefits, hybrid working, and great prospects for development.
Jun 10, 2026
Full time
Due to continued success my client, an award winning Pension Consultancy, currently seek an experienced Pensions Administrator to join their friendly, award winning, Defined Benefit team. The role will involve prioritising the day to day workload of the team and assisting the Administration Manager in ensuring that the team runs smoothly. Duties will include: Ensuring that an effective pension administration service is provided to all clients Ensuring that client work is completed with SLA's and deadlines Handling pension tasks such as manual calculations and assisting less experienced colleagues Being a point of contact for a portfolio of clients Assisting with annual projects such as renewals, benefit statements and pension increases Provide input regarding process and procedural change Applicants must possess Defined Benefit pensions experience with the ability to perform manual calculations. You are likely to possess at least 18 months technical experience from a Third Party or InHouse background along with strong numeracy, communication and organisation skills. This is a great opportunity to join a highly respected pension consultancy which offers a great working environment, generous benefits, hybrid working, and great prospects for development.
Due to a number of New Business wins my client, an award winning Pension Consultancy, currently seek a talented Senior Administrator to join their friendly, award winning, Defined Benefit team. The role will involve prioritising the day to day workload of the team and assisting the Administration Manager in ensuring that the team runs smoothly. Duties will include: Ensuring that an effective pension administration service is provided to all clients Ensuring that client work is completed with SLA's and deadlines Handling more complex pension tasks such as calculations and scheme project work Being a point of contact for a portfolio of clients as well as trustees and senior scheme members Involvement in annual projects such as renewals, benefit statements and pension increases Providing advice and guidance to less experienced colleagues Provide input regarding process and procedural change Applicants must possess good knowledge of Defined Benefit (DB) pension schemes with the ability to perform a range of complex calculations including leavers, retirements, deaths and transfers in and out. You are likely to possess around 3 plus years technical experience from a Third Party or In-House background along with strong numeracy, communication and organisation skills. This is a great opportunity to join a highly respected pension consultancy which offers a great working environment, generous benefits, hybrid working, and great prospects for development.
Oct 08, 2025
Full time
Due to a number of New Business wins my client, an award winning Pension Consultancy, currently seek a talented Senior Administrator to join their friendly, award winning, Defined Benefit team. The role will involve prioritising the day to day workload of the team and assisting the Administration Manager in ensuring that the team runs smoothly. Duties will include: Ensuring that an effective pension administration service is provided to all clients Ensuring that client work is completed with SLA's and deadlines Handling more complex pension tasks such as calculations and scheme project work Being a point of contact for a portfolio of clients as well as trustees and senior scheme members Involvement in annual projects such as renewals, benefit statements and pension increases Providing advice and guidance to less experienced colleagues Provide input regarding process and procedural change Applicants must possess good knowledge of Defined Benefit (DB) pension schemes with the ability to perform a range of complex calculations including leavers, retirements, deaths and transfers in and out. You are likely to possess around 3 plus years technical experience from a Third Party or In-House background along with strong numeracy, communication and organisation skills. This is a great opportunity to join a highly respected pension consultancy which offers a great working environment, generous benefits, hybrid working, and great prospects for development.