55 jobs found

Senior DB Pensions Administrator - Home / Flexible Working Options London - £35,000 - £45,000 + excellent benefits and personal bonus scheme. An award-winning Pensions & Investment Consultancy who are highly regarded and recognised as investors in their employees are looking for an experienced DB Pensions Administrator to join their growing team. For individuals looking to develop their careers, they offer structured training, a defined career path and professional qualification sponsorship with mentoring. The strategic vision of the company is to offer challenges and opportunities to everyone providing you with the perfect environment to develop personally and professionally. This role will focus on managing a portfolio of clients, taking ownership for their requirements, and developing your own skills towards becoming a Pensions Administration Consultant. Specifics of the role include - Take ownership and develop relationships with a key portfolio of clients. Ensure they received the best possible service and help everyone around you deliver to expectations. Keep undated with legislation or industry changes which might affect your client. Highlight changes and developments to them, alter any calculations, client communications or activities as needed. Check and review work carried out by more junior team members. Help them develop knowledge and skills, educate where required and always be approachable. Develop an in-depth knowledge of your clients, make service level improvement suggestions and proactively solve any issues we may arise. Take a proactive approach into looking for better more efficient ways to service your clients needs and provide an excellent service. Assist more junior team members with knowledge gaps, mentor them through exams and help them with workflow management. Identify when they need more complex challenging cases, or assistance. Develop an in-depth knowledge of the department, help make it more efficient, make improvement suggestions and be a key part of the team. To apply for this position, you must have significant DB Pensions Administration experience and be able to demonstrate strong technical knowledge. You will also need to show an ability to work off your own initiative, have excellent client communication skills, and a willingness to work in a positive team environment. The company promote a strong cultural identity where employee wellbeing, work / life balance and requirements are placed in high regard. It's important to become part of the team environment, helping others and benefiting yourself from others knowledge. For more information, please contact Richard Garbett

Senior DB Pensions Administrator - Home / Flexible Working Options Winchester - £competitive + excellent benefits and personal bonus scheme. An award-winning Pensions & Investment Consultancy who are highly regarded and recognised as investors in their employees are looking for an experienced DB Pensions Administrator to join their growing team. For individuals looking to develop their careers, they offer structured training, a defined career path and professional qualification sponsorship with mentoring. The strategic vision of the company is to offer challenges and opportunities to everyone providing you with the perfect environment to develop personally and professionally. This role will focus on managing a portfolio of clients, taking ownership for their requirements, and developing your own skills towards becoming a Pensions Administration Consultant. Specifics of the role include - Take ownership and develop relationships with a key portfolio of clients. Ensure they received the best possible service and help everyone around you deliver to expectations. Keep undated with legislation or industry changes which might affect your client. Highlight changes and developments to them, alter any calculations, client communications or activities as needed. Check and review work carried out by more junior team members. Help them develop knowledge and skills, educate where required and always be approachable. Develop an in-depth knowledge of your clients, make service level improvement suggestions and proactively solve any issues we may arise. Take a proactive approach into looking for better more efficient ways to service your clients needs and provide an excellent service. Assist more junior team members with knowledge gaps, mentor them through exams and help them with workflow management. Identify when they need more complex challenging cases, or assistance. Develop an in-depth knowledge of the department, help make it more efficient, make improvement suggestions and be a key part of the team. To apply for this position, you must have significant DB Pensions Administration experience and be able to demonstrate strong technical knowledge. You will also need to show an ability to work off your own initiative, have excellent client communication skills, and a willingness to work in a positive team environment. The company promote a strong cultural identity where employee wellbeing, work / life balance and requirements are placed in high regard. It's important to become part of the team environment, helping others and benefiting yourself from others knowledge. For more information, please contact Richard Garbett

Senior Pensions Administrator - DB Schemes Belfast - £33,000 - £42,000 / 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 programs, 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

Job Title/Location: Senior Pensions Administrator, London Salary: To £42,000 Office/WFH: Office 2 days & 3 days WFH Requirements: DB pensions administration & manual calculations experience is key Role Snapshot: Process all aspects of DB & DC scheme admin, allocate & check the work of Pensions Administrators for accuracy, ensuring deadlines are met. EXPANDING BUSINESS - ongoing & recent new scheme wins leading to a number of new roles & expansion of current teams. The Company: An established pensions business, multiple industry award winners & recognised for their investment in people. This client is expanding across the business, so a great company to develop with long-term and not afraid to give people responsibility. The Role: The focus on this Senior Pensions Administrator role is based around processing of DB & DC casework whilst also allocating & checking the work produced by others within the team to ensure that the service is considered by clients to be 'First Class' whilst also making sure deadlines are met. Key responsibilities include: Provide members with quotations as requested, accurately & to deadline Demonstrate a good understanding of DB & DC administration, inc. practical experience of benefit calculations, contracting-out & the Pension Freedoms Producing stewardship reports within the required timescales Produce accurate written correspondence to deadlines Undertake periodical & ad-hoc admin tasks as well as involvement in ad-hoc projects Participate in new business exercises, representing the company to external prospects & clients Skills / Experience Required: For this Senior Pensions Administrator role you must have solid DB pensions admin & manual calculations experience, with DC and project exposure being a 'nice to have'. You should be comfortable with using MS Office, a team player, well organised & a strong communicator. Additional Information: Salary for the Senior Pensions Administrator role is to £42,000 professional study support & company pension. As mentioned above, the average working week would be 2 days office & 3 days WFH. Please apply below. The Senior Pensions Administrator role is one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment & the Consultant handling this role has over 30 years of experience in the field. Areas of focus inc. administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing & underwriters. Check the website & call Darren Snell at any 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 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 Managing 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 (after training), and genuine prospects for development and career progression.

Senior Financial Planning Administrator Location: Chobham, office-based We're working with a Financial Planning firm based in Surrey, who are looking to appoint a Senior Financial Planning Administrator to oversee their growing administration team of 4 people. This is a fantastic opportunity for someone with experience in financial planning administration who is ready to take the next step in their career within a collaborative, high-performing business. You'll play a key part in ensuring a smooth client servicing process, supporting Advisers, and maintaining the highest standards of client care. Key Responsibilities: Overseeing the administration team (4 people) Supporting the advisers with diary management, client communication, client meeting pre and post prep, annual review prep Updating the CRM system with client information Work closely with Financial Advisers and Paraplanners to ensure excellent client outcomes New business submission and LOAs Why Join? You'll be part of a close-knit, knowledgeable team that works with high-net-worth individuals, delivering tailored financial advice. This is an opportunity to further your career in a supportive environment with the support of the Operations Director to provide you with tools and training. Benefits: Free parking onsite Discretionary annual bonus 25 days holiday + bank holidays Role Requirements Experience working in Financial Planning or Wealth Management in an Administrator position Strong understanding of financial products, particularly pensions and investments A proactive, solution-focused mindset Passion for client service and continuous improvement Apply today and one of our consultants will be in touch to discuss the opportunity in more detail.

Senior Pensions Administrator (SIPP) Location: Manchester Our client is seeking an experienced Senior Pensions Administrator to join their team in Manchester. This is a great opportunity to bring your pensions expertise to a supportive, client-focused team and take on a role with variety and responsibility. This role will initially require full office attendance Monday to Friday during the first 6 months for training. There may be the potential to work to a hybrid setting sooner, depending on your progress. Your role: You will be responsible for a wide range of SIPP administration, including: Handling client queries via phone, email, and letter Processing contributions, transfers, and scheme closures Setting up and administering bank accounts, loans, and investments Overseeing property-related transactions Preparing information for HMRC/FCA and third parties Supporting and coaching colleagues, checking work, and ensuring high standards Suggesting improvements to processes and assisting managers when required The person: 3-5 years SIPP end to end pension administration experience is essential Strong organisational and problem-solving skills Excellent communication and client service focus Able to work independently and as part of a team Good attention to detail and proficiency in Microsoft Office Minimum GCSE (or equivalent) Grade C/6 in Maths and English Our client offers fantastic benefits and annual bonus.

Financial Planning Admin / Client Relationship Manager - Wealth Management Location: Hove (Hybrid Working) Salary: Up to £32,000 + bonus + benefits We're working with a highly regarded national Wealth Management firm seeking an experienced Client Relationship Manager to join their established Hove office. This is an excellent opportunity for a Financial Planning professional to take ownership of a client portfolio, working in close partnership with Advisers and Paraplanners to deliver an exceptional level of service and ensure clients receive the very best ongoing support. The Role Take responsibility for a portfolio of clients, acting as their primary point of contact throughout their financial journey Collaborate with Advisers, Paraplanners, and Administrators to ensure advice is implemented smoothly and efficiently Prepare client files, meeting packs, and suitability reports Process new business and liaise with product providers and investment platforms Maintain accurate client records and ensure full compliance with KYC/AML standards Support and mentor junior colleagues, contributing to the team's overall development and best practices What We're Looking For Previous experience within an IFA or Wealth Management firm Strong understanding of pensions, investments, and protection products Confident using CRM or back-office systems such as Intelliflo or Xplan Excellent communication, organisational, and relationship management skills A proactive, client-focused approach with exceptional attention to detail Package & Benefits Basic salary up to £32,000 per annum Hybrid working available following probation Discretionary annual bonus Excellent opportunities for career development and progression Supportive and collaborative working environment If you're an experienced Financial Planning Administrator or Senior Client Support professional looking to progress your career, this is a fantastic opportunity to join a respected and expanding firm with an outstanding reputation across the industry. Apply today to learn more.

Client Relationship Manager - Wealth Management Location: Hove (Hybrid Working) Salary: Up to £32,000 + bonus + benefits We are working with a leading national Wealth Management firm who are seeking an experienced Client Relationship Manager to join their established Hove office. This is an excellent opportunity for an experienced Financial Planning professional to take ownership of a client portfolio, working closely with Advisers and Paraplanners to deliver outstanding service and ensure clients receive the highest standard of ongoing support. The Role: Manage a portfolio of clients, acting as a key point of contact throughout their financial journey Liaise with Advisers, Paraplanners, and Administrators to ensure advice is delivered efficiently Prepare client files, meeting packs, and suitability documentation Process new business, liaising with product providers and platforms Maintain accurate client records and ensure compliance with KYC/AML requirements Mentor junior team members and contribute to continuous improvement initiatives What We're Looking For: Previous experience within an IFA or Wealth Management environment Good understanding of investments, pensions, and protection products Experience using CRM/back-office systems such as Intelliflo or Xplan Excellent communication, organisation, and relationship management skills A proactive, client-focused mindset and attention to detail Package & Benefits: Basic salary up to £32,000 p.a. Hybrid working arrangement after probation Discretionary annual bonus Strong career development and progression opportunities Supportive, collaborative team environment If you're an experienced Financial Planning Administrator or Senior Client Support professional looking to take the next step in your career, this is a fantastic opportunity to join a respected and growing firm with a strong reputation in the industry. Apply today to find out more.

About the firm A highly respected chartered financial planning firm based in Meriden is looking for an experienced Wealth Administrator to join their growing team. The business has an excellent reputation for internal progression, with many of their senior team, including Paraplanners and Managers, having been promoted from within. You'll be joining a friendly, collaborative office of around 11 Administrators, supporting a highly Technical Adviser and Director who works with a portfolio of high-net-worth clients, focusing on estate and wealth planning. The role This is a varied and rewarding role, providing direct administrative support to an Adviser while working closely with the paraplanning and operations teams.You'll be responsible for managing all elements of the client journey, from onboarding and maintaining accurate records, through to processing new business and liaising with providers. Key responsibilities: Provide dedicated administrative support to a Senior Financial Adviser/Director Prepare and process new business across pensions, investments and protection Liaise with clients, providers (Aviva, Scottish Widows, etc.) and internal teams to ensure a smooth advice process Maintain accurate client information within Intelligent Office (IO) Support estate and wealth planning activities for a high-net-worth client base Ensure all administrative tasks meet compliance and service standards Work closely with Paraplanners to ensure smooth case progression About you Minimum 2 years' experience in an IFA/wealth management administration role Strong organisational and communication skills with high attention to detail Confident using Intelligent Office (IO) or similar and liaising with providers (e.g. Aviva, Scottish Widows) Proactive and professional, with the ability to work independently and as part of a wider team Comfortable working in a fast-paced, technical environment supporting complex client cases What's on offer Competitive salary £32,000 (dependent on experience) Hybrid working 2-3 days from home Clear pathway for career progression, with previous Administrators promoted internally to Paraplanner Supportive and collaborative working environment within a highly regarded Chartered firm Next steps Interviews will be held in two stages: Initial Teams interview with the Office Manager and current Administrator Final stage meeting with the Adviser/Director Applications are being reviewed directly by the Office Manager, so early applications are encouraged. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Are you a self-motivated individual who is passionate about their work? Are you an experienced administrator looking for that next step, are you a senior looking for something different or are you an experienced pensions professional looking for a new role to draw on your experience. Then this role could be for you. In this role you would be joining our team in Redhill to work on our largest client covering DB, DC, Hybrid and Offshore arrangements. Reporting to our Quality Assurance and Risk Director, you will be responsible for a wide range of tasks and activities including data reviews, chargeable project work, investigations into errors and omissions, reviewing calculation issues, managing change through our support teams, root cause analysis, change management and client reporting and interaction. As a leader in the marketplace, WTW offers an excellent opportunity for experienced pensions administrators. As a reward for your efforts we will offer you a competitive salary and benefits package along with potential progression opportunity, support and further training. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. The Role Working within our Projects and Risk Team you will be responsible for a wide range of tasks across DB and DC pension arrangements Data review to identify issues / errors and opportunities for chargeable project activity Review individual member related errors and complete rectification activity Draft client notification and project estimate reports Complete chargeable activity across range of adhoc pension-based tasks, including calculation automation, pension rectification, data analysis, letter review, strategic change. Create Change requests to drive process improvements Create Change requests to drive automation changes / introduce new automation including supporting test pack creation and managing testing and investigate into system errors Providing Root Cause Analysis to your Director to help drive change and mitigate future risk. Manage allocated tasks to deadlines and provide reporting on progress of your tasks Deputise in the absence of your Team Leader Be or become a point of reference on technical issues, non standard pension matters and related activity. Train, support and mentor junior associates and hold regular feedback sessions. Continuously seek to identify areas where the service to clients /members could be improved and communicate findings to your Manager. Challenge procedures to identify process improvements and pass on recommendations to your Manager. Check and challenge basis of work performed by junior associates and ensure that the requested work has been undertaken. Coach and mentor junior associates on errors made to explain and prevent reoccurrence and hold regular feedback sessions Produce test packs for automation, test and sign off calculations for DB and DC members. Assist in due diligence exercises, analysing data quality, identifying data issues and proposing solutions. Monitor and manage data cleaning requirements and assist and prepare large mailing projects to members. Scoping costs for projects outside of business as usual and monitoring the spend versus budget Provide an efficient, professional service to meet all client/members' needs and to promote the WTW brand The Requirements Experience of dealing with occupational pension schemes. Experience of coaching and supporting less experienced associates. Experience of working on projects an advantage. Demonstrable problem solving and analytical skills. Strong pension technical skills Self-motivated with a high level of initiative/drive. Strong stakeholder management skills. Excellent time management skills and the ability to manage multiple concurrent projects/deliverables, including the ability to support the removal of escalated blockers. The aptitude to learn and grow within the team, add value and drive us forward Good time management skills and the ability to organise and prioritise own workload. Able to work to a high level of accuracy and be customer and quality focused. Computer literate with experience of using Excel spreadsheets Excellent interpersonal skills to include good written and verbal communication. Collaborative working style, self-aware with the ability to adapt style as necessary. At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity. We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. Equal Opportunity Employer

We are hiring for a Senior Pensions Administrator who would be based in one of our offices in Redhill, Leeds or Welwyn. As a Senior Pensions Administrator, you will be making a difference within our leading pension administration business. You will work within a team to provide a high quality service to our impressive portfolio of clients that include prestigious and market leading global companies. In the role of Senior Pensions Administrator, you will take on advanced calculations and administration of complex schemes (DB and/or DC) and play an active role in mentoring and checking the work of junior team colleagues. The role is an exciting opportunity to build on your previous experience and knowledge. You will have the opportunity to further your career by learning new skills and engaging in continuous development via formal training, on the job learning and professional qualifications. You will work on a variety of different clients, with pension arrangements ranging from straightforward to complex, with populations covering hundreds of members to hundreds of thousands. This gives you the opportunity to work, within one organisation, on clients that offer exposure to every aspect of pensions administration, utilising bulk processing routines, automated calculations or your manual calculation skills, and the potential for involvement with a huge variety of different projects, often at the forefront of the industry. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. The Role Accurately processes and manages complex pensions calculations and queries across a variety of different pension processes and case types such as Retirements, Transfers, Deaths. Cases and processes are completed to a high standard proving accurate and well worded correspondence in a timely manner. Checks and monitors work completed by junior colleagues, providing feedback and guidance to colleagues as required to ensure work is right first time and output targets across the team. Acts as a point of escalation for the team for technical issues, non-standard cases, and member complaints. Utilises previous knowledge and experience in pension legislation/regulations as well as WTW guidance and procedures to ensure day to day work on an individual and team basis is of a high quality. Supports the Team Leader in ensuring that all service level agreements and performance standards are achieved on a day-to-day basis and takes responsibility for coordinating team workload and some management or client responsibilities delegated by the Team Leader. Coaches, supports, and mentors junior colleagues providing feedback and supporting the wider development and knowledge of the team. Continuously seeks to identify areas where the service to clients /members could be improved and takes forward process improvements as required. Assists in complex and project-based work as and when required. The Requirements Previous experience working in an occupational pension administration team (DB and/or DC experience is essential) carrying out administration processes, including but not limited to Retirements, Transfers and Deaths. Experience and knowledge of Pensions Legislation and Regulations and applying these within an administration team in response to changes or new legislation. Experience and knowledge of the DB manual calculations required for a variety of administration processes. High level attention to detail and skilled in following and applying procedural documentation and checking the work of other colleagues. Ability to carry out and manage high volumes of work while maintaining a high level of accuracy. Excellent organisational and time management skills and being able to manage own workload, wider teamwork load and multiple client member queries at the same time, whilst maintaining a high-quality service. Excellent interpersonal skills to include good written and verbal communication and use of Microsoft Excel and Word. Experience of coaching and supporting less experienced colleagues. Experience of working in a hybrid/multi-site team would be an advantage. At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity. We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. Equal Opportunity Employer

We are a boutique Wealth Management firm based in Farnham, dedicated to providing tailored life centred financial planning advice and exceptional client service. Our team is passionate about helping clients achieve their financial goals, and we pride ourselves on our professional yet personal approach. The Role We are seeking a highly experienced organised and detail-oriented Senior Administrator to join our team. This role is crucial in supporting our financial planners and paraplanners and ensuring the smooth running of the business. The candidate will have extensive UK experience in Wealth Management and or Financial Planning (3 to 5 years ) strong administrative skills, and a proactive attitude. Key Responsibilities • Provide high-level administrative support to financial advisers, including preparing client documentation and reports. • Manage client records, ensuring accuracy and compliance with regulatory requirements. • Liaise with clients, providers, and external stakeholders, handling queries professionally and efficiently. • Assist with processing new business applications, fund switches, withdrawals, and policy changes. • Maintain and update internal systems, ensuring data integrity. • Support compliance and regulatory requirements, including anti-money laundering (AML) and Know Your Client (KYC) checks. • Organise meetings, prepare agendas, and manage correspondence. • Contribute to process improvements to enhance efficiency within the firm. Key Skills & Experience • Previous experience in financial services administration, within Financial Planning. • Strong knowledge of financial products, including pensions, investments, and protection. • Excellent attention to detail and ability to manage multiple tasks efficiently. • Strong communication skills, both written and verbal, with a professional and client-focused approach. • Proficiency in Microsoft Office and financial CRM systems (such as Intelligent Office (IO), Transact, Aberdeen, Quilter or similar). • Understanding of FCA regulations and compliance requirements. • Ability to work independently and as part of a team in a fast-paced environment. What We Offer • A supportive and friendly working environment. • Competitive salary and benefits package. • Opportunities for professional development and career progression. • A chance to be part of a growing firm where your contributions are valued. If you are an experienced administrator looking for a role where you can make a real impact in a respected Financial Planning firm, we would love to hear from you! Job Types: Full-time, Permanent Additional pay: • Bonus scheme . Car Park paid

Life Centred Financial Planning takes a different approach. Working with you, we look at your history, your values, and your goals and with them, shape a financial plan for you to believe in, and to follow for life. We believe your wealth exists to serve you - not the other way around. We are a boutique Wealth Management firm based in Farnham, dedicated to providing tailored life centred financial planning advice and exceptional client service. Our team is passionate about helping clients achieve their financial goals, and we pride ourselves on our professional yet personal approach. The Role We are seeking a highly experienced organised and detail-oriented Senior Administrator to join our team. This role is crucial in supporting our financial planners and paraplanners and ensuring the smooth running of the business. The candidate will have extensive UK experience in Wealth Management and or Financial Planning (3 to 5 years ) strong administrative skills, and a proactive attitude. Key Responsibilities • Provide high-level administrative support to financial advisers, including preparing client documentation and reports. • Manage client records, ensuring accuracy and compliance with regulatory requirements. • Liaise with clients, providers, and external stakeholders, handling queries professionally and efficiently. • Assist with processing new business applications, fund switches, withdrawals, and policy changes. • Maintain and update internal systems, ensuring data integrity. • Support compliance and regulatory requirements, including anti-money laundering (AML) and Know Your Client (KYC) checks. • Organise meetings, prepare agendas, and manage correspondence. • Contribute to process improvements to enhance efficiency within the firm. Key Skills & Experience • Previous experience in financial services administration, within Financial Planning. • Strong knowledge of financial products, including pensions, investments, and protection. • Excellent attention to detail and ability to manage multiple tasks efficiently. • Strong communication skills, both written and verbal, with a professional and client-focused approach. • Proficiency in Microsoft Office and financial CRM systems (such as Intelligent Office or similar). • Understanding of FCA regulations and compliance requirements. • Ability to work independently and as part of a team in a fast-paced environment. What We Offer • A supportive and friendly working environment. • Competitive salary and benefits package. • Opportunities for professional development and career progression. • A chance to be part of a growing firm where your contributions are valued. If you are an experienced administrator looking for a role where you can make a real impact in a respected Financial Planning firm, we would love to hear from you! Job Types: Full-time, Permanent Additional pay: • Bonus scheme . Car Park paid

Due to a number of New Business wins my client, an award winning Pension Consultancy, currently seek a talented Senior Administrator to join their 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 Managing 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 genuine 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 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 Managing 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 genuine 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 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 Managing 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 3 years plus 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 and genuine prospects for development.

Senior IFA Administrator Location: Reading Salary: £30,000 - £38,000 DOE Duration: Permanent, Full time, office based Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support, Income Protection, DIS, Enhanced Pension The Role We are working with a business in Reading who are looking to add a Senior IFA Administrator to their established team. In the role you will work closely with the firm's Paraplanners and Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £38,000 25 days annual leave Bank Holidays Discretionary Annual bonus 37.5 hour working week with flexible start times Study Support and Sponsorship through financial planning exams Comprehensive insurance benefits Enhanced pension

Financial Controller Salary £53,000 - £58,000 per annum (dependent upon skills and experience) Location Remote Permanent, Full Time Purpose: To provide financial leadership and effective management of the Trusts financial operations including Finance system administration, AR, AP, Treasury and Fixed Assets. To ensure delivery of a proactive and professional customer focused service, ensuring finance deadlines, and legislative and statutory requirements are met. To work closely with the wider organisation, building strong internal relationships to ensure the effective management of financial resources. Location & Travel: Home based. The role of Financial Controller is a home-based role; however, you will be expected to attend one of our communities regularly. Duties & Responsibilities: Key Responsibilities include (but not limited to): Oversee the month end process, working closely with all finance staff including leading on the month end timetable and ensuring all tasks are completed in a timely manner. Working closely with the Head of Finance and Finance Business Partners and assist with the preparation and consolidation of the monthly management accounts. Maintaining the Trust Staff Establishment Budget and support the Head of Finance and Finance Business Partners during the annual budget cycle and ensure all budgets are agreed and implemented on the accounting system Manage the external audit and the yearend processes and complete statutory financial statements to draft stage in accordance with the Charities SORP including all working papers. Ensure efficient and effective financial control operates throughout the Trust, ensuring all regional and central financial activities comply with legislation, policies, procedures and the delegated authorities. Manage and administer the Trust bank accounts, credit cards, and cash flow Developing and maintaining a long-term rolling cash forecast to monitor and maximize cash levels to benefit the organisation. Undertake the reconciliation of balance sheet accounts and inter-company accounts and ensure regular review of general ledger, bad debts fixed assets, debtors and creditors etc. Monthly administration of the Trusts investment portfolio and maintaining a close relationship with the charities investment advisers/managers to ensure sound management and compliance with the Investment Committees agreed policy. Management & Oversight of the Trusts fixed asset register. Management and oversight of the Trusts Restricted and Designated Funds. Vat Compliance including the preparation of quarterly VAT Returns for submission to the HMRC, implementing recommendations from VAT Reviews and ensuring the Trust systems and processes are compliant with HMRC VAT Rules. To provide critical oversight and administration of the Trust wide insurance arrangements Responsible for the maintenance, optimisation, and support of the organization s financial systems and software. To ensure financial data integrity, system efficiency, and the successful implementation of new tools and processes to support finance operations. Complete statutory returns for Charities Commission & Companies House. Actively oversee the management of the Trust payroll function (including pensions) ensuring compliance with legislation and ensuring accuracy and timeliness of employee pay and third-party payments. Manage and develop the Finance Team members to enable them to fulfil their roles to their full potential, ensuring that they and the department operate within with the Trust Strategic Plan and operational priorities Being the systems administrator for finance, providing training to finance colleagues and non-finance colleagues, including budget holders as required within their induction. Advising and assisting the Head of Finance with the development of key financial operational policies that reflect organisational values and comply with best practice and legal requirements. Alongside the Head of Finance continually review the finance system and processes and explore process and system improvement. Acting as project manager for specified projects at the direction of the Head of Finance. Oversight of all operational leases in place at the Trust. Provide data for the monthly reporting of financial KPIs relevant to the area of finance. Be the finance system lead, working with colleagues from IT to manage licensing, report development and provide systems training. General: To comply with the Trust s Policies and Procedures, including Safeguarding, Equality & Diversity and Data Protection. To comply with the statutory provisions of the Health and Safety at Work Act 1974. Employees must look after their own health, safety and welfare and be mindful of other persons who may be affected by their acts or omissions. Employees must co-operate and comply with management instructions regarding Health and Safety issues and report all accidents, incidents and problems as soon as practicable to their manager or other senior members of staff where necessary. To ensure that confidentiality is respected and maintained at all times. To attend and participate in Team Meetings, 1-2-1 Supervision sessions and other meetings as required in line with the post. To undertake any other duties which are consistent with this post, as directed by line management. This job description is not an exhaustive list of duties and responsibilities and is subject to change in accordance with the needs of the department. Person Specification: Essential: Professional Accounting qualification ACCA, CIMA, ACA, or Part Qualified (Final year). Knowledge of payroll practice and a full understanding of HMRC requirements. Experience implementing & internal controls & accounting processes. Experience of Treasury management including cashflow forecasting & monitoring. Experience of preparing VAT returns. Experience of preparing statutory accounts and working papers and proven success working with auditors and managing the audit process. Able to demonstrate a proven track record in all aspects of accounts e.g. preparation management accounts, budgets, balance. sheet reconciliation and forecasts. Desirable: Degree in Finance and Accounting. Previous experience in an accounting role in the Charity or Housing Sectors. Experience of working with investment advisors/managers and an understanding of portfolio management. Experience of working with Iplicit. Understanding and Experience of preparing Vat returns using Partial VAT methodology. Camphill Village Trust is an equal opportunity employer. We reserve the right to close this advert early if we receive a sufficient number of applications. Camphill Village Trust is committed to safeguarding and promoting the welfare of all adults who use our services and as such expects all staff and volunteers to share this commitment. Successful applicants will be required to complete the relevant pre-employment checks including a DBS check.

Due to a number of New Business wins my client, an award winning Pension Consultancy, currently seek a talented Senior Administrator to join their 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 Managing 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 genuine prospects for development.