Burgh Recruitment Ltd

Job Title: Pension Scheme Secretary to the Hunt Staff Benefit Society Location: Cirencester Hours: Full-Time (up to 2 days a week WFH) Salary: Up to £45,000 (DoE) Based in a rural office environment near Cirencester, the Hunt Staff Benefit Society was established in 1872 and is a Registered Friendly Society regulated by the Financial Conduct Authority and the Prudential Regulation Authority. It offers its Benefit Members a with-profits personal pension scheme with guaranteed benefits, with the possibility of additional bonuses from successful investment performance. Funds are currently invested efficiently and successfully by professional Investment Managers and overseen by the Management Committee. The HSBS has three salaried staff members who administer all aspects of the Society. The ideal candidate for this role will have a strong understanding of Financial Services regulations, and an interest in Country Sports and pursuits. This is a full-time role with the opportunity for up to two days per week flexibly worked from home if required. Book-keeping, Accountancy (or Actuarial) and Pension Scheme Administration experience is preferable A high level of attention to detail, an excellent communication style and strong organisational and multitasking skills are imperative. The Role: Pension Scheme Secretary to the Hunt Staff Benefit Society You will be responsible for the administrative aspects of the pension scheme. You will be the first point of contact for Benefit Members, liaising with accountability, professionalism, and providing a client-centric service. Enrolling new Benefit Members into the pension scheme and providing support to existing Members throughout the life cycle of their pension. Liaising with the professional advisers to the Fund including Solicitors, Accountants, Actuaries, Investment Managers, Regulators and HM Revenue & Customs. Maintaining the database of Benefit Members, including collecting premiums, making the payment of pensions, reclaiming tax on premiums paid by the Benefit Members, issuing P60s for the Benefit Members and for staff of the HSBS. Introducing new technology and reviewing current systems and processes. Reconciling the bank accounts of both Benefit Members and management accounts. Preparing all regulatory and audit reports pertaining to the Society and presenting them to the appropriate organisation(s) in a timely manner. Using Xero Accounting software, producing MI for monthly reporting and Quarterly and Annual Management Meetings. Arranging and attending Committee Meetings and producing Minutes. Providing administrative backup, arranging, attending meetings and preparing accounts for the Hunts Servant's Fund - a registered Charity. This is a challenging role, and as such will involve an extended hand over period. The current Secretary is looking to reduce their working hours so will be on hand to support the full transition of responsibilities and provide training where necessary. If you would like further information on this role prior to applying, please contact us for an initial informal conversation. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Financial Services AdministratorLocation: Old WindsorSalary: Up to £30,000 depending on experience plus a discretionary bonus of up to 10% of salaryHours - Full time, hybrid working available Are you an enthusiastic Financial Services Administrator eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Appointed Representative of St. James's Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.The company strive to create a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients. The Role: Financial Services Administrator You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice You will manage and collate key data for reports and portfolio reviews Dealing with enquiries and correspondence from clients and providers Managing the database of clients and diary management for the Partner and Advisors You will be processing new business and liaising with SJP admin teams Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Financial Services Administrator To be considered for this role you will need: Proven work experience as an Administrator or within an office support role. Financial Services experience is desirable Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. The Rewards: Collaborative working environment The chance to extend your skills and experience Joining a motivated team that works hard to make a success of this Practice. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £198.5bn. This business Is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Paraplanner Location - Fully Remote Salary - £46,000 - £50,000 pa Hours - 9.00am-5.00pm Are you an experienced Paraplanner looking for a varied and interesting role with a highly successful St. James's Place Partner Practice? The Practice is very established and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients. As the Paraplanner, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team who ensure all business is accurately processed and systems are correctly updated. You will be joining a well established, fully remote team. You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs. Paraplanner Requirements You should be an experienced Paraplanner with great report writing skills Level 4 Diploma is desirable but not required if you have good paraplanning experience You will have experience of Life, Pension, Investment and IHT products with strong technical knowledge You will need to be self-motivated and comfortable to manage your workload effectively. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.