Hybrid working 2 days office SSAS and SIPP experiance Career development Fram are working with a Pension services provider who are looking for an experienced Pension Administrator to join their growing team. The role has come about due to internal promotion as our client is keen to develop individuals who are interested in other areas of the business. You will manage a portfolio of SSAS and SIPP pension schemes and undertake various administrative duties within strict deadlines to a high standard. The role is suitable for someone who understands the financial services indusrty and experience dealing with financial advisors and client before. The firm offers career development, hybrid working 1 to 2 days in the office. Key responsibilities : Manage and maintain a portfolio of SSAS and SIPP pension schemes Main contact for internal/external Financial Advisers and scheme members Calculation and payment of pension benefits Takeover of existing schemes and transfers away to other providers Preparing, archiving and retrieval of documentation Process online banking payments for invoices, fees and investments Oversee commercial property purchases and sales and liaise with solicitors Completion of loan backs, Intellectual Property purchases and share acquisitions Liquidation claims Scheme wind-ups Help resolve member queries and disputes Usage of internal database for accurate record keeping Keep up to date with pension legislation and law Provide training and support to less experienced staff, updating of procedure guides and offer process improvement suggestions Undertake a variety of administrative duties as per team requirements within strict Service Level Agreements An ideal candidate will have an experience with SSAS loanbacks, commercial property purchases and/or sales, knowledge of shares, BCE - tax free cash and/or pension income calculation and processing and new scheme registration.They will consider someone from a financial planning, wealth management, or Banking environment if they have some experience of SSAS and/or SIPP administration. You must be a confident communicator with strong verbal and written skills. Strong IT skills, including Microsoft Office and Outlook.
Oct 06, 2025
Full time
Hybrid working 2 days office SSAS and SIPP experiance Career development Fram are working with a Pension services provider who are looking for an experienced Pension Administrator to join their growing team. The role has come about due to internal promotion as our client is keen to develop individuals who are interested in other areas of the business. You will manage a portfolio of SSAS and SIPP pension schemes and undertake various administrative duties within strict deadlines to a high standard. The role is suitable for someone who understands the financial services indusrty and experience dealing with financial advisors and client before. The firm offers career development, hybrid working 1 to 2 days in the office. Key responsibilities : Manage and maintain a portfolio of SSAS and SIPP pension schemes Main contact for internal/external Financial Advisers and scheme members Calculation and payment of pension benefits Takeover of existing schemes and transfers away to other providers Preparing, archiving and retrieval of documentation Process online banking payments for invoices, fees and investments Oversee commercial property purchases and sales and liaise with solicitors Completion of loan backs, Intellectual Property purchases and share acquisitions Liquidation claims Scheme wind-ups Help resolve member queries and disputes Usage of internal database for accurate record keeping Keep up to date with pension legislation and law Provide training and support to less experienced staff, updating of procedure guides and offer process improvement suggestions Undertake a variety of administrative duties as per team requirements within strict Service Level Agreements An ideal candidate will have an experience with SSAS loanbacks, commercial property purchases and/or sales, knowledge of shares, BCE - tax free cash and/or pension income calculation and processing and new scheme registration.They will consider someone from a financial planning, wealth management, or Banking environment if they have some experience of SSAS and/or SIPP administration. You must be a confident communicator with strong verbal and written skills. Strong IT skills, including Microsoft Office and Outlook.
Hybrid working 1 to 2 days in office Team Leader for team of 4 pension administrators Career development We are working with a Pension services provider who are looking for a full-time Admin Support Team Leader to oversee, guide, and coordinate a team of 4 pension administrators. You would work alongside several pension admin teams dealing with banking reconciliation, and annual valuations processes. This is a great opportunity to combine people leadership with day-to-day team oversight, helping them deliver exceptional service to colleagues and third parties. Our client is seeking an individual who is experienced in team management who genuinely enjoys motivating others, nurturing talent, and supporting team members to grow and succeed. You'll help the team achieve daily, weekly, and monthly goals, ensuring high standards of accuracy and quality, while always putting outstanding customer service at the heart of everything we do. They offer hybrid working 1 to 2 days in the office depending on business and team needs. Responsibilities : Coordinate the team's day-to-day activities to meet service level agreements, including planning weekly processes and schedules. Delegate and monitor tasks, work requests, and team dashboards/reports. Plan resources to ensure coverage during busy periods, holidays, or absences. Provide clear guidance, motivation, and coaching to help the team thrive. Conduct and support performance reviews, 1:1s, and development plans. Support training and accreditation for new and existing staff, keeping process guides up-to-date. Assist with recruitment, onboarding, induction training, and probation monitoring. Be a first point of contact for queries from administrators, advisers, or third parties, escalating when necessary. Promote smooth communication across internal teams, adviser firms, and external platforms. Uphold and champion our ethos of "Total Customer Satisfaction." Carry out quality checks to ensure accuracy and compliance with HMRC and FCA requirements. Assist with complaint timeline reviews. Ensure adherence to internal policies and regulatory standards. Contribute ideas for process improvements and system enhancements, including CRM workflows and automation. Take part in management meetings, team meetings, and third-party service reviews. Provide cover for administrative functions during busy periods or absences. Support projects aligned with the firm's strategy. Review performance and workload reports with the department manager. An ideal candidate will have an understand of pension administration, but our client will consider someone with team leader/management experience from other areas withing financial planning, wealth management, or Banking.Candidates will need to have proven leadership and mentoring skills, with the ability to motivate and develop a team and commitment to delivering excellent customer service to advisers, clients, and third parties. A strong knowledge of FCA regulations relevant to pensions is ideal. Be a confident communicator with strong verbal and written skills. Strong IT skills, including Microsoft Office and CRM/workflow systems.
Oct 06, 2025
Full time
Hybrid working 1 to 2 days in office Team Leader for team of 4 pension administrators Career development We are working with a Pension services provider who are looking for a full-time Admin Support Team Leader to oversee, guide, and coordinate a team of 4 pension administrators. You would work alongside several pension admin teams dealing with banking reconciliation, and annual valuations processes. This is a great opportunity to combine people leadership with day-to-day team oversight, helping them deliver exceptional service to colleagues and third parties. Our client is seeking an individual who is experienced in team management who genuinely enjoys motivating others, nurturing talent, and supporting team members to grow and succeed. You'll help the team achieve daily, weekly, and monthly goals, ensuring high standards of accuracy and quality, while always putting outstanding customer service at the heart of everything we do. They offer hybrid working 1 to 2 days in the office depending on business and team needs. Responsibilities : Coordinate the team's day-to-day activities to meet service level agreements, including planning weekly processes and schedules. Delegate and monitor tasks, work requests, and team dashboards/reports. Plan resources to ensure coverage during busy periods, holidays, or absences. Provide clear guidance, motivation, and coaching to help the team thrive. Conduct and support performance reviews, 1:1s, and development plans. Support training and accreditation for new and existing staff, keeping process guides up-to-date. Assist with recruitment, onboarding, induction training, and probation monitoring. Be a first point of contact for queries from administrators, advisers, or third parties, escalating when necessary. Promote smooth communication across internal teams, adviser firms, and external platforms. Uphold and champion our ethos of "Total Customer Satisfaction." Carry out quality checks to ensure accuracy and compliance with HMRC and FCA requirements. Assist with complaint timeline reviews. Ensure adherence to internal policies and regulatory standards. Contribute ideas for process improvements and system enhancements, including CRM workflows and automation. Take part in management meetings, team meetings, and third-party service reviews. Provide cover for administrative functions during busy periods or absences. Support projects aligned with the firm's strategy. Review performance and workload reports with the department manager. An ideal candidate will have an understand of pension administration, but our client will consider someone with team leader/management experience from other areas withing financial planning, wealth management, or Banking.Candidates will need to have proven leadership and mentoring skills, with the ability to motivate and develop a team and commitment to delivering excellent customer service to advisers, clients, and third parties. A strong knowledge of FCA regulations relevant to pensions is ideal. Be a confident communicator with strong verbal and written skills. Strong IT skills, including Microsoft Office and CRM/workflow systems.
Hybrid working 1 to 2 days in office Team leader/management role Ideally SIPP knowledge will consider TL from other areas of Financial Services We are working with a Pension services provider who are looking for a full-time SIPP Team Leader to support, guide, and coordinate a team of 8 pension administrators specialising in Self-Invested Personal Pensions (SIPP). This is an exciting opportunity to combine people leadership with day-to-day team oversight, helping them deliver exceptional service to advisers, clients, and third parties.Our client is seeking an individual who is experienced in team management who genuinely enjoys motivating others, nurturing talent, and supporting team members to grow and succeed. You'll help the team achieve daily, weekly, and monthly goals, ensuring high standards of accuracy and quality, while always putting outstanding customer service at the heart of everything we do. They offer hybrid working 1 to 2 days in the Bristol office depending on business and team needs. Responsibilities : Coordinate the team's day-to-day activities to meet service level agreements, including planning weekly processes and schedules. Delegate and monitor tasks, work requests, and team dashboards/reports. Plan resources to ensure coverage during busy periods, holidays, or absences. Provide clear guidance, motivation, and coaching to help the team thrive. Conduct and support performance reviews, 1:1s, and development plans. Support training and accreditation for new and existing staff, keeping process guides up-to-date. Assist with recruitment, onboarding, induction training, and probation monitoring. Be a first point of contact for queries from administrators, advisers, or third parties, escalating when necessary. Promote smooth communication across internal teams, adviser firms, and external platforms. Uphold and champion our ethos of "Total Customer Satisfaction." Carry out quality checks to ensure accuracy and compliance with HMRC and FCA requirements. Assist with complaint timeline reviews. Ensure adherence to internal policies and regulatory standards. Contribute ideas for process improvements and system enhancements, including CRM workflows and automation. Take part in management meetings, team meetings, and third-party service reviews. Provide cover for administrative functions during busy periods or absences. Support projects aligned with the firm's strategy. Review performance and workload reports with the department manager. An ideal candidate will have an understand of SIPP administration, but our client will consider someone with team leader/management experience from other areas withing financial planning, wealth management, or Banking.Candidates will need to have proven leadership and mentoring skills, with the ability to motivate and develop a team and commitment to delivering excellent customer service to advisers, clients, and third parties. A strong knowledge of FCA regulations relevant to pensions is ideal. Be a confident communicator with strong verbal and written skills. Strong IT skills, including Microsoft Office and CRM/workflow systems.
Oct 06, 2025
Full time
Hybrid working 1 to 2 days in office Team leader/management role Ideally SIPP knowledge will consider TL from other areas of Financial Services We are working with a Pension services provider who are looking for a full-time SIPP Team Leader to support, guide, and coordinate a team of 8 pension administrators specialising in Self-Invested Personal Pensions (SIPP). This is an exciting opportunity to combine people leadership with day-to-day team oversight, helping them deliver exceptional service to advisers, clients, and third parties.Our client is seeking an individual who is experienced in team management who genuinely enjoys motivating others, nurturing talent, and supporting team members to grow and succeed. You'll help the team achieve daily, weekly, and monthly goals, ensuring high standards of accuracy and quality, while always putting outstanding customer service at the heart of everything we do. They offer hybrid working 1 to 2 days in the Bristol office depending on business and team needs. Responsibilities : Coordinate the team's day-to-day activities to meet service level agreements, including planning weekly processes and schedules. Delegate and monitor tasks, work requests, and team dashboards/reports. Plan resources to ensure coverage during busy periods, holidays, or absences. Provide clear guidance, motivation, and coaching to help the team thrive. Conduct and support performance reviews, 1:1s, and development plans. Support training and accreditation for new and existing staff, keeping process guides up-to-date. Assist with recruitment, onboarding, induction training, and probation monitoring. Be a first point of contact for queries from administrators, advisers, or third parties, escalating when necessary. Promote smooth communication across internal teams, adviser firms, and external platforms. Uphold and champion our ethos of "Total Customer Satisfaction." Carry out quality checks to ensure accuracy and compliance with HMRC and FCA requirements. Assist with complaint timeline reviews. Ensure adherence to internal policies and regulatory standards. Contribute ideas for process improvements and system enhancements, including CRM workflows and automation. Take part in management meetings, team meetings, and third-party service reviews. Provide cover for administrative functions during busy periods or absences. Support projects aligned with the firm's strategy. Review performance and workload reports with the department manager. An ideal candidate will have an understand of SIPP administration, but our client will consider someone with team leader/management experience from other areas withing financial planning, wealth management, or Banking.Candidates will need to have proven leadership and mentoring skills, with the ability to motivate and develop a team and commitment to delivering excellent customer service to advisers, clients, and third parties. A strong knowledge of FCA regulations relevant to pensions is ideal. Be a confident communicator with strong verbal and written skills. Strong IT skills, including Microsoft Office and CRM/workflow systems.
OTE £60k plus Remote UK Based CeMAP Fram are working with a national mortgage broker looking to hiring an additional member of the team. Due to growth our client needs an experience mortgage and protection advisor with excellent knowledge of the market to complement their existing team. They offer a range of mortgage and protections solutions across the whole of the market. Will provide monthly verified leads to help you grow your client bank but do want advisors who have a track record of developing business themselves too. The role is home based and self-employed, but our client will provide, compliance, coaching and Development, full IT support, help pitching to introducers and marketing campaigns as well as leads. Responsibilities : Use effective questioning skills to establish customer needs. Recommend lenders mortgage and protection products to customers for whom they are suitable Ensure that all advice is given based on a full and detailed fact find which complies with both the company's and our regulator's requirements. Maintain accurate and relevant customer records. Keep up to date on market and regulations. Present appropriate recommendations in a clear, concise, and accurate manner, both verbally and in writing. Adhere to all regulatory requirements To be considered, you must have been giving mortgage advisor for a few years and hold the CeMAP qualification. Be a self-motivated and well organised individual with a willingness to learn and ensure that clients always receive first class, ethical advice.
Sep 22, 2025
Full time
OTE £60k plus Remote UK Based CeMAP Fram are working with a national mortgage broker looking to hiring an additional member of the team. Due to growth our client needs an experience mortgage and protection advisor with excellent knowledge of the market to complement their existing team. They offer a range of mortgage and protections solutions across the whole of the market. Will provide monthly verified leads to help you grow your client bank but do want advisors who have a track record of developing business themselves too. The role is home based and self-employed, but our client will provide, compliance, coaching and Development, full IT support, help pitching to introducers and marketing campaigns as well as leads. Responsibilities : Use effective questioning skills to establish customer needs. Recommend lenders mortgage and protection products to customers for whom they are suitable Ensure that all advice is given based on a full and detailed fact find which complies with both the company's and our regulator's requirements. Maintain accurate and relevant customer records. Keep up to date on market and regulations. Present appropriate recommendations in a clear, concise, and accurate manner, both verbally and in writing. Adhere to all regulatory requirements To be considered, you must have been giving mortgage advisor for a few years and hold the CeMAP qualification. Be a self-motivated and well organised individual with a willingness to learn and ensure that clients always receive first class, ethical advice.