Oval Recruit

9 job(s) at Oval Recruit

Oval Recruit Winchester, Hampshire
Oct 11, 2025
Full time
Transition Technical Specialist - DB Pensions Winchester (Hybrid) £competitive A leading UK Pensions Consultancy who have won multiple awards in 2025 for excellence and being a leader in their field are looking to recruit a Technial Specialist into their transitions department. The role will manage the analysis, migration and transformation of scheme data alongside testing of systems and calculations to ensure a streamlined transition. Specifics of the role will include - Take an active lead on data migration requirements for pension scheme transitions. Configure, test and automate calculations into the administration systems. Help shape migration and data analysis tools to deliver improved services to clients. Complete data audits and reconciliation, identifying and resolving any issues or anomalies Provide clients, colleagues and stakeholders with clear concise commentary, helping them understand complex information Deliver against project plans ensuring quality, timescale and budgets are met. Plan an active part in contributing to the development of the department. Work positively in a collaborative working environment. To apply for the position, you will need to have a strong technical understanding of DB Pension Schemes and have experience working with pensions data and calculations. This is an exciting time to join as they have continued expansion plans for 2026 making this a busy and key business role as they onboard new clients and schemes. For more information, please contact Richard Garbett
Oval Recruit
Oct 11, 2025
Full time
Transition Technical Specialist - DB Pensions London (hybrid) - £50,000-£65,000 (flexibility for the right candidate) A leading UK Pensions Consultancy who have won multiple awards in 2025 for excellence and being a leader in their field are looking to recruit a Technial Specialist into their transitions department. The role will manage the analysis, migration and transformation of scheme data alongside testing of systems and calculations to ensure a streamlined transition. Specifics of the role will include - Take an active lead on data migration requirements for pension scheme transitions. Configure, test and automate calculations into the administration systems. Help shape migration and data analysis tools to deliver improved services to clients. Complete data audits and reconciliation, identifying and resolving any issues or anomalies Provide clients, colleagues and stakeholders with clear concise commentary, helping them understand complex information Deliver against project plans ensuring quality, timescale and budgets are met. Plan an active part in contributing to the development of the department. Work positively in a collaborative working environment. To apply for the position, you will need to have a strong technical understanding of DB Pension Schemes and have experience working with pensions data and calculations. This is an exciting time to join as they have continued expansion plans for 2026 making this a busy and key business role as they onboard new clients and schemes. For more information, please contact Richard Garbett
Oval Recruit Reading, Berkshire
Oct 11, 2025
Full time
Senior Pensions Administrator - DB Schemes Reading - £competitive Salary / Flexible Working & Excellent Benefits Package. A leading UK Financial Services Group who provides Pension & Investment Consultancy services to many of the UK's largest Companies are looking to recruit into their expanding and continually developing Pension Administration Team. The team you would be joining offer award winning technical Defined Benefit Administration Services and have created a friendly supportive office culture where everyone has an opportunity to contribute and feel part of a very successful team. The wider company offer also place employees at the heart of the company's future success and have worked hard to ensure they can offer strong training & development programmes, qualification sponsorship, flexible working and many other benefits and initiatives designed to create an excellent working environment, career progression opportunities for all and a good work / life balance. They are also expanding at a rapid rate, meaning it's an exciting time to join a positively thinking organisation, opening up good future career opportunities. Specifics of the role include - Provide technical Pensions Administration services to a portfolio of clients, calculate, and make payments of scheme benefits. Training new members of staff and helping more junior members of the team. Help mentor and develop their knowledge and understanding. Check and authorise other team member's work. Under the application of benefit structures, trust deed & rules and pensions legislation. Provide support to the Administration Manager, helping the department meet deadlines. Undertake project management work Handling queries from HMRC and DWP. Liaise confidently with clients, scheme actuaries and other third parties Ensure compliance checking is maintained and the team works to legislative requirements. Answer technical queries from members by phone, e-mail and letter. This is an excellent opportunity for individuals with previous DB Pensions Administration experience who are looking to move to company who will invest your development and help you expand both your technical knowledge and supervisory skills. For more information, please contact Richard Garbett
Oval Recruit
Oct 11, 2025
Full time
DB Pensions Administrator London - £27000 - £35000 / Flexible Working & Excellent Benefits Package. A leading UK Financial Services Group who provides Pension & Investment Consultancy services to many of the UK's largest Companies are looking to recruit into their expanding and continually developing Pension Administration Team. The team you would be joining offer award winning technical administration services covering a wide range of defined benefit schemes The company offer training & development programmes, qualification sponsorship, flexible working and many other benefits and initiatives designed to create an excellent working environment, career progression opportunities for all and a good work / life balance. Specifics of the role include - Provide technical Pensions Administration services to a portfolio of clients, building relationships and delivering excellent service levels. Handle new scheme entrants, retirements, transfers and deaths Performing both manual and automated system calculations. Handling queries from HMRC and DWP. Working closely with colleagues across the business who deliver payroll, IT and consultancy support. Assist the with team with project related work, including bulk mailshots to scheme members. Produce standard client documentation, including letters, change of address and scheme change forms. This is an excellent opportunity for individuals with previous Pensions Administration experience who are looking to move to company who will invest in their development. You will need to display excellent client servicing skills, have strong numerical competency, and enjoy working in a busy multi taking environment. For more information, please contact Richard Garbett
Oval Recruit Rotherham, Yorkshire
Oct 07, 2025
Full time
Assistant Paraplanner Rotherham - An established Financial Advisory practice who provides bespoke solutions to clients are looking to recruit an Assistant Paraplanner to provide technical support to a small team of Advisors. The role will provide an opportunity to be involved and develop your skills in research, analysis and reporting on tailor made client solutions which will involve diverse and interesting projects Working in a friendly stable office environment this key role will include Assisting with researching, analysing and producing reports in line with the clients' requirements and expectations. Learning how to conduct high quality fund research. Developing your knowledge of writing Financial Planning reports for the advisors to present to clients. Review clients existing arrangements, obtain information from clients and act as a point of contact for client enquiries. Produce illustration requests or any other information clients may require. Work on client cases, providing extensive reports and commentary notes for discussion / presentation to the client. Support the team with client administration, client onboarding and transactions as required. Follow up on new business applications and update clients accordingly. Develop your all-round knowledge of solutions across investments, pension, IHT, estate, and tax planning Organise and manage your own workload, working to deadlines. This is an excellent opportunity to join a strong practice who will invest in your knowledge and provide a positive stable working environment. To apply for the position, you should have previous financial services experience and be willing to learn and develop your skills. For more information, please contact Richard Garbett.
Oval Recruit Rotherham, Yorkshire
Oct 07, 2025
Full time
Paraplanner Rotherham - £depending on experience. A leading Wealth Management firm located on the outskirts of Rotherham are looking to recruit an experienced individual into their growing paraplanning team. The team assists the financial planning team to develop comprehensive wealth management solutions for clients and work in a collaborative environment. This is an excellent opportunity to join a company who will actively invest in your development, qualifications and overall career development. The company has an excellent reputation, a proven track record of training career minded individuals and a strong benefits package and working culture. Specifics of the role include - Conduct a thorough review of clients' existing financial portfolios and produce detailed analysis for client reviews. Work collaboratively with financial advisors to produce reports, analysis and commentary to be presented to clients in an easy to understand format. Evaluate investment and tax strategies which will be suitable for client's requirements and financial goals. Prepare cashflow models and detailed analysis for client reviews. Ensure client records are updated, and all portfolio changes are correctly logged by the team. Develop your knowledge of product areas, industry trends and regulations so you can take on more complex work and advance your career. This is a good career opportunity for someone who has worked in a similar role and has a sound understanding of investment, tax, inheritance and pension planning. For more information, please contact Richard Garbett.
Oval Recruit Bristol, Somerset
Oct 07, 2025
Full time
Senior Pensions Administrator - DB Schemes Bristol - £competitive Salary / Flexible Working & Excellent Benefits Package. A leading UK Financial Services Group who provides Pension Consultancy services to many of the UK's largest Companies are looking to recruit into their expanding and continually developing Pension Administration Team. The team you would be joining offer award winning technical Defined Benefit Administration Services and have created a friendly supportive office culture where everyone has an opportunity to contribute and feel part of a very successful team. The wider company offer also place employees at the heart of the company's future success and have worked hard to ensure they can offer strong training & development programmes, qualification sponsorship, flexible working and many other benefits and initiatives designed to create an excellent working environment, career progression opportunities for all and a good work / life balance. They are also expanding at a rapid rate, meaning it's an exciting time to join a positively thinking organisation, opening up good future career opportunities. Specifics of the role include - Provide technical Pensions Administration services to a portfolio of clients, calculate, and make payments of scheme benefits. Training new members of staff and helping more junior members of the team. Help mentor and develop their knowledge and understanding. Check and authorise other team member's work. Under the application of benefit structures, trust deed & rules and pensions legislation. Provide support to the Administration Manager, helping the department meet deadlines. Undertake project management work Handling queries from HMRC and DWP. Liaise confidently with clients, scheme actuaries and other third parties Ensure compliance checking is maintained and the team works to legislative requirements. Answer technical queries from members by phone, e-mail and letter. This is an excellent opportunity for individuals with previous DB Pensions Administration experience who are looking to move to company who will invest your development and help you expand both your technical knowledge and supervisory skills. For more information, please contact Richard Garbett
Oval Recruit Leeds, Yorkshire
Oct 07, 2025
Full time
Financial Planning Administrator Leeds - £ depending on experience A leading Wealth Management firm who has offices across the UK are looking to recruit for their growing financial planning support team. This is an excellent opportunity to join a company who have a proven track record in training & development. They offer the opportunity to study professional qualifications and develop your career in a company who always looks to and prefers to promote from within. The company also has an excellent reputation, and a strong flexible benefits package and working culture. Specifics of the role include - Process new business requests ensuring application forms and client correspondence is correctly completed and recorded. Liaise with third party providers, update clients on business processing timescales. Respond to client correspondence, resolve queries and highlight any areas that need addressing Assisting advisers with meeting preparation including annual reviews and client packs. Process investment trades, transfers and withdrawal requests. Onboard new clients. Assist the paraplanning and financial advisory teams with day-to-day client management and client administration. Assist the adviser with other business and client meeting planning as required. This is a good career opportunity for someone with previous financial adviser support experience who is looking to continue and develop your career in Financial Services. For more information please contact Richard Garbett.
Oval Recruit
Sep 24, 2025
Full time
Senior Pensions Covenant Consultant London - £65,000 - £85,000 + Package A leading UK Consultancy who provides expert advice across the Actuarial, Pensions and Investment Sector are looking to recruit a highly capable Qualified Accountant into their experienced Covenant Consultancy Division. This highly regarded and sought after consultancy division provides research, market data and analysis to large UK corporates who require in depth Pension Scheme scrutiny. You will be part of a team who advise clients and trustees on complex funding & investment strategies. Using your skills you will add valuable insight to clients and help interpret complex information into easy to understand reports and analysis. The team have also diversified into new and exciting areas where you can use your consultancy skills to help develop the team further. Specifics of the role will include. Lead with the preparation of covenant assessments for M&A, Pension Scheme Mergers, Corporate restructuring and refinancing. Help the department with the continual development of risk profile modelling tools. Engage with clients; attending client meetings and present advice. Discuss complex financial data with clients financing teams Produce in depth research, analysis and written reports Assist with the tendering process for new clients. Take an active interest in the growth of the department, help develop technical marketing material. Work closely with other areas of the business taking on non-covenant / pensions oriented consultancy work. Develop a knowledge of other product areas and parts of the company to diversify your skills. To apply for this position, You must be a qualified accountant with relevant post covenant qualification experience. Be able to display experience in analysing statutory & management accounts and produce insightful written reports. Communication well with clients and colleagues gaining confidence that you work in accurate and deadlines can be met. This is an outstanding opportunity to join a company who invest heavily in the development of employees. The department Head is passionate when it comes to developing her team, and she will look to provide the appropriate mentoring and training to quickly help you move forward in your career. They have an excellent departmental track record of internal promotion and development and with ambitious growth plans in place across the company, this is an excellent career opportunity. For more information, please contact Richard Garbett.