IFA Support Administrator / Brighton and Hove / £25,000 to £30,000 Per Annum, Depending on Experience Roxboro are a Hove based wealth manager with big ideas and a desire to grow. We are looking for a bright and motivated IFA Support Administrator to help us achieve our plans. Our clients look to us for help in managing their pensions and other investments; you will help the advisers and other team members to deliver a first-class service. You will help to onboard new investors and look after our current clientele in a compliant and helpful manner. The successful applicant will be self-reliant and enthusiastic with a desire to progress and learn. We need someone who can take responsibility for resolving issues quickly using their own initiative. We want you to grow and progress in the practice and we will support you in becoming more knowledgeable and better qualified with appropriate qualifications. We are expanding and there is a possible route to advising for the right person. We will train you fully, but you must already have experience working within a financial advice or life and pension provider. The successful candidate will already have a good technical grounding in pensions and investment. We are a tight team, and you must be keen, organised and able to manage a varied workload. Communication is all important and you must be confident talking to clients and companies. This would be an ideal position for someone with previous experience working for a life/pension provider or financial adviser. What s in it for me? Salary of between £25,000 and £30,000 per annum depending on experience Office based role, 35 hours per week, 9:00 am to 5:00 pm with a one-hour non-paid lunch break. Pay is negotiable and a discretionary bonus may also be payable. We are busy and there may be paid overtime. It s not all grind though and we have staff social events. We offer life cover and a pension that is more generous than auto-enrolment requirements. Key responsibilities for the IFA Support Administrator: Liaising with clients and providers by phone, via our secure platform or by email and letter. Telephone answering, message taking, and diary and task management. Diligent use of our back-office system to record client details, tasks, plans etc. Liaising with product providers to obtain and chase information. Process new business applications, both paper-based and online, then chasing cases through to completion. Researching fund performance. Processing attitude to risk questionnaires and preparation of illustrations and key features. Providing protection and annuity rate comparisons and producing client reports from various sources. Administering fund switches and portfolio rebalances, and fee and commission reconciliation. General office duties to include scanning, filing, photocopying and preparing meeting rooms. Administrative and PA duties, attending company meetings and completing in house training as required. Producing mailshots. Mailchimp experience would be helpful. Candidate requirements: Minimum of 3 years industry experience. GCSE in Maths and English of C or above. Proficient administrator, organised with good communication skills, be able to work happily within a team and under their own initiative, occasionally under pressure. Conscientious and detail orientated. Organisational skills with the ability to prioritise workloads. Able to use initiative and look for solutions. PC literate with the ability to use Word and Excel, to a good standard. Fluent in written and spoken English with good telephone manner, friendly, approachable and personable. Nice to have! Qualifications in financial services (eg from CII or IFP). Use of Intelligent Office and familiarity with Aviva/Quilter platforms. Experience of Assureweb and The Exchange. Experience of CRM systems, Powerpoint and Outlook. Knowledge of PC issues and problem-solving including issues with printers, network connections, reinstalling Windows etc. Experience of group pension, death in service and income protection administration. Interest in investments and the markets. What s Next? If you have desire and skills required to take on this IFA Support Administrator position, APPLY NOW for immediate consideration.
Dec 08, 2025
Full time
IFA Support Administrator / Brighton and Hove / £25,000 to £30,000 Per Annum, Depending on Experience Roxboro are a Hove based wealth manager with big ideas and a desire to grow. We are looking for a bright and motivated IFA Support Administrator to help us achieve our plans. Our clients look to us for help in managing their pensions and other investments; you will help the advisers and other team members to deliver a first-class service. You will help to onboard new investors and look after our current clientele in a compliant and helpful manner. The successful applicant will be self-reliant and enthusiastic with a desire to progress and learn. We need someone who can take responsibility for resolving issues quickly using their own initiative. We want you to grow and progress in the practice and we will support you in becoming more knowledgeable and better qualified with appropriate qualifications. We are expanding and there is a possible route to advising for the right person. We will train you fully, but you must already have experience working within a financial advice or life and pension provider. The successful candidate will already have a good technical grounding in pensions and investment. We are a tight team, and you must be keen, organised and able to manage a varied workload. Communication is all important and you must be confident talking to clients and companies. This would be an ideal position for someone with previous experience working for a life/pension provider or financial adviser. What s in it for me? Salary of between £25,000 and £30,000 per annum depending on experience Office based role, 35 hours per week, 9:00 am to 5:00 pm with a one-hour non-paid lunch break. Pay is negotiable and a discretionary bonus may also be payable. We are busy and there may be paid overtime. It s not all grind though and we have staff social events. We offer life cover and a pension that is more generous than auto-enrolment requirements. Key responsibilities for the IFA Support Administrator: Liaising with clients and providers by phone, via our secure platform or by email and letter. Telephone answering, message taking, and diary and task management. Diligent use of our back-office system to record client details, tasks, plans etc. Liaising with product providers to obtain and chase information. Process new business applications, both paper-based and online, then chasing cases through to completion. Researching fund performance. Processing attitude to risk questionnaires and preparation of illustrations and key features. Providing protection and annuity rate comparisons and producing client reports from various sources. Administering fund switches and portfolio rebalances, and fee and commission reconciliation. General office duties to include scanning, filing, photocopying and preparing meeting rooms. Administrative and PA duties, attending company meetings and completing in house training as required. Producing mailshots. Mailchimp experience would be helpful. Candidate requirements: Minimum of 3 years industry experience. GCSE in Maths and English of C or above. Proficient administrator, organised with good communication skills, be able to work happily within a team and under their own initiative, occasionally under pressure. Conscientious and detail orientated. Organisational skills with the ability to prioritise workloads. Able to use initiative and look for solutions. PC literate with the ability to use Word and Excel, to a good standard. Fluent in written and spoken English with good telephone manner, friendly, approachable and personable. Nice to have! Qualifications in financial services (eg from CII or IFP). Use of Intelligent Office and familiarity with Aviva/Quilter platforms. Experience of Assureweb and The Exchange. Experience of CRM systems, Powerpoint and Outlook. Knowledge of PC issues and problem-solving including issues with printers, network connections, reinstalling Windows etc. Experience of group pension, death in service and income protection administration. Interest in investments and the markets. What s Next? If you have desire and skills required to take on this IFA Support Administrator position, APPLY NOW for immediate consideration.
Job Title: Paraplanner Location: Ashby-de-la-Zouch (Remote) Salary: (phone number removed)+ DOE We're working with a highly respected SJP Partner Practice based in Ashby-de-la-Zouch, who are looking for an experienced Paraplanner to join their growing team. You'll work closely with the Paraplanning Lead and Business Manager, supporting the advice process end-to-end - from research and analysis to preparing detailed, compliant financial plans that help clients make confident long-term decisions. This is a collaborative role in a well-structured practice that genuinely values development and quality advice. What You'll Be Doing Research and analyse financial products to meet clients' needs and objectives. Construct financial planning solutions (investment, retirement, tax, and estate planning) backed by detailed cash-flow models and reports. Prepare suitability letters and client reports, liaising with administrators and advisers throughout the advice process. Produce accurate IHT calculations, client reviews, and investment performance summaries. Keep client records and back-office systems (Salesforce, Voyant, etc.) fully up to date. Ensure all recommendations are compliant with SJP and FCA standards. Stay on top of legislative and regulatory changes, contributing ideas and insights in team meetings. What You'll Bring Previous paraplanning experience in an IFA or SJP environment. Strong technical knowledge across pensions, investments, IHT, and tax planning. Confident using research tools and cash-flow software. Excellent written and verbal communication skills, with a sharp eye for detail. Organised, proactive, and able to manage your own workload effectively. A positive, team-focused attitude and genuine enthusiasm for helping clients. Why Join? Work closely with experienced advisers in a respected, client-first SJP Partner Practice. Be part of a team that values quality advice, professional growth, and long-term relationships. Remote Options Salary package (£35,000-£40,000+ depending on experience). Support for ongoing exams, training, and professional development. If you're a Paraplanner who prides yourself on high-quality work and wants to be part of a team that truly values what you do - this could be the perfect next step.
Dec 08, 2025
Full time
Job Title: Paraplanner Location: Ashby-de-la-Zouch (Remote) Salary: (phone number removed)+ DOE We're working with a highly respected SJP Partner Practice based in Ashby-de-la-Zouch, who are looking for an experienced Paraplanner to join their growing team. You'll work closely with the Paraplanning Lead and Business Manager, supporting the advice process end-to-end - from research and analysis to preparing detailed, compliant financial plans that help clients make confident long-term decisions. This is a collaborative role in a well-structured practice that genuinely values development and quality advice. What You'll Be Doing Research and analyse financial products to meet clients' needs and objectives. Construct financial planning solutions (investment, retirement, tax, and estate planning) backed by detailed cash-flow models and reports. Prepare suitability letters and client reports, liaising with administrators and advisers throughout the advice process. Produce accurate IHT calculations, client reviews, and investment performance summaries. Keep client records and back-office systems (Salesforce, Voyant, etc.) fully up to date. Ensure all recommendations are compliant with SJP and FCA standards. Stay on top of legislative and regulatory changes, contributing ideas and insights in team meetings. What You'll Bring Previous paraplanning experience in an IFA or SJP environment. Strong technical knowledge across pensions, investments, IHT, and tax planning. Confident using research tools and cash-flow software. Excellent written and verbal communication skills, with a sharp eye for detail. Organised, proactive, and able to manage your own workload effectively. A positive, team-focused attitude and genuine enthusiasm for helping clients. Why Join? Work closely with experienced advisers in a respected, client-first SJP Partner Practice. Be part of a team that values quality advice, professional growth, and long-term relationships. Remote Options Salary package (£35,000-£40,000+ depending on experience). Support for ongoing exams, training, and professional development. If you're a Paraplanner who prides yourself on high-quality work and wants to be part of a team that truly values what you do - this could be the perfect next step.
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Dec 07, 2025
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Dec 07, 2025
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Job Title: Asbestos Surveyor / Analyst Location: Sheffield, South Yorkshire Salary/Benefits: 25k - 42k + Training & Benefits Our client is a recognised and respected name within the Asbestos industry. They hold UKAS accreditation and strong pockets of clients throughout the UK. Due to recent expansion, they are seeking an experienced Asbestos Surveyor / Analyst to service a mix of commercial, domestic and industrial client premises. Applicants must have a successful track record within the industry, as you will be expected to hit the ground running. They are offering attractive salaries and benefits, including: training, overtime, pension scheme and company vehicle. We can consider candidates from: Sheffield, Rotherham, Dronfield, Chesterfield, Worksop, Mansfield, Retford, Gainsborough, Conisborough, Mexborough, Barnsley, Goole, Pontefract, Castleford, Normanton, Wakefield, Huddersfield, Holmfirth, Batley, Dewsbury, Morley, Brighouse, Morley, Leeds, Bradford, Halifax, Nottingham, Derby, Beeston. Experience / Qualifications: - Must have strong experience as an Asbestos Surveyor / Analyst within a UKAS accredited company - Will hold the BOHS P402, P403 and P404 (or RSPH equivalent) - Excellent technical knowledge, including: HSG 264 and HSG 248 guidelines - Able to articulate technical matters to clients - Good literacy and numeracy skills - Comfortable using IT software The Role: - Conducting management, refurbishment, demolition and re-inspection asbestos surveys - Travelling across a mixed portfolio of commercial, domestic and industrial client sites - Collecting samples from site for analysis - Undertaking 4 Stage Clearances - Carrying out leak, background, reassurance, leak and smoke air testing - Producing thorough technical reports - Working on a variety of asbestos removals projects - Wearing correct PPE at all times - Meeting / exceeding set personal targets - Maintaining excellent working relationships with clients Alternative job titles: Asbestos Consultant, Asbestos Surveyor, Asbestos Inspector, Asbestos Analyst, Environmental Consultant. Future Select are the leading market supplier for recruitment in the Asbestos industry; we work with the best clients and candidates and supply the majority of permanent jobs in the asbestos market. We have a large dedicated team, with over 25 years combined industry experience within Asbestos recruitment specifically geared to dealing with Asbestos Surveyors/Analysts/Lab Technicians, Administrators, Project/Regional /Technical/Quality/Training/Sales Managers through to Director Level for both Consultancy & Removal. We have intrinsic knowledge of the market place, as well as respecting candidates/clients confidentiality in this close knit market sector. We are also interested in anyone with p401/p402/p403/p404/p404 or s301 CCP. We are inundated with applications, we will endeavour to get back in touch, however if you have applied to Future Select and you have not heard from us after a week, on this occasion, you will not have been successful. Your details will be saved on our system and you will be contacted in the future if a vacancy matches your skills. Future Select Copyright 2025
Dec 06, 2025
Full time
Job Title: Asbestos Surveyor / Analyst Location: Sheffield, South Yorkshire Salary/Benefits: 25k - 42k + Training & Benefits Our client is a recognised and respected name within the Asbestos industry. They hold UKAS accreditation and strong pockets of clients throughout the UK. Due to recent expansion, they are seeking an experienced Asbestos Surveyor / Analyst to service a mix of commercial, domestic and industrial client premises. Applicants must have a successful track record within the industry, as you will be expected to hit the ground running. They are offering attractive salaries and benefits, including: training, overtime, pension scheme and company vehicle. We can consider candidates from: Sheffield, Rotherham, Dronfield, Chesterfield, Worksop, Mansfield, Retford, Gainsborough, Conisborough, Mexborough, Barnsley, Goole, Pontefract, Castleford, Normanton, Wakefield, Huddersfield, Holmfirth, Batley, Dewsbury, Morley, Brighouse, Morley, Leeds, Bradford, Halifax, Nottingham, Derby, Beeston. Experience / Qualifications: - Must have strong experience as an Asbestos Surveyor / Analyst within a UKAS accredited company - Will hold the BOHS P402, P403 and P404 (or RSPH equivalent) - Excellent technical knowledge, including: HSG 264 and HSG 248 guidelines - Able to articulate technical matters to clients - Good literacy and numeracy skills - Comfortable using IT software The Role: - Conducting management, refurbishment, demolition and re-inspection asbestos surveys - Travelling across a mixed portfolio of commercial, domestic and industrial client sites - Collecting samples from site for analysis - Undertaking 4 Stage Clearances - Carrying out leak, background, reassurance, leak and smoke air testing - Producing thorough technical reports - Working on a variety of asbestos removals projects - Wearing correct PPE at all times - Meeting / exceeding set personal targets - Maintaining excellent working relationships with clients Alternative job titles: Asbestos Consultant, Asbestos Surveyor, Asbestos Inspector, Asbestos Analyst, Environmental Consultant. Future Select are the leading market supplier for recruitment in the Asbestos industry; we work with the best clients and candidates and supply the majority of permanent jobs in the asbestos market. We have a large dedicated team, with over 25 years combined industry experience within Asbestos recruitment specifically geared to dealing with Asbestos Surveyors/Analysts/Lab Technicians, Administrators, Project/Regional /Technical/Quality/Training/Sales Managers through to Director Level for both Consultancy & Removal. We have intrinsic knowledge of the market place, as well as respecting candidates/clients confidentiality in this close knit market sector. We are also interested in anyone with p401/p402/p403/p404/p404 or s301 CCP. We are inundated with applications, we will endeavour to get back in touch, however if you have applied to Future Select and you have not heard from us after a week, on this occasion, you will not have been successful. Your details will be saved on our system and you will be contacted in the future if a vacancy matches your skills. Future Select Copyright 2025
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Dec 05, 2025
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
IFA Administrator Leicester Salary: Up to £30,000 (depending on experience) Location: Leicester (office-based) We are seeking an experienced IFA Administrator to join our team and provide dedicated, long-term support to one of our Independent Financial Advisers. This is a fantastic opportunity for a detail-oriented professional with a strong background in Financial Services Administration, looking to progress their career in a supportive and professional environment. This is a desk-based, in-office position , where you ll play a key role in ensuring a first-class service to both clients and colleagues. Key Responsibilities Manage all Letters of Authority (LOA) processes and provider liaison. Prepare valuations, appointment packs, and undertake general administrative duties. Handle telephony with providers and clients in a professional manner. Support with cash flow modelling , portfolio comparison analytics, and attitude-to-risk questionnaires. Action fund switches and prepare corresponding suitability letters. Provide diary management and client appointment preparation for the Adviser. Process new business applications from start to completion, ensuring accuracy and compliance. Handle death claims with professionalism and empathy. Maintain clear, accurate, and compliant client records. Ensure compliance with FCA regulations , company policies, and financial crime procedures (AML, data security, anti-bribery). Keep up to date with relevant product, technical, and legislative changes. Attend team meetings, training sessions, and contribute to process improvements. Skills & Experience Required Minimum 5 years Administration experience , with at least 2 years in Financial Services . Strong knowledge of financial services processes, regulations, and compliance (advantageous). Proficient in Microsoft Word, Excel, and Outlook. Experience with back-office systems (e.g., Xplan/Curo) is desirable. Excellent communication skills both written and verbal. Strong organisational skills with the ability to prioritise and meet deadlines. Self-motivated, adaptable, and able to work with minimal supervision. A collaborative team player with a proactive approach and high attention to detail. Professional, courteous, and well-presented. What We Offer Competitive salary up to £30,000 depending on experience. A supportive and collaborative working environment. Opportunity to work closely with an Adviser, gaining valuable exposure to technical areas of wealth management. Ongoing training and development opportunities. If you re an experienced IFA Administrator or Financial Services professional looking to take the next step in your career, we d love to hear from you.
Dec 05, 2025
Full time
IFA Administrator Leicester Salary: Up to £30,000 (depending on experience) Location: Leicester (office-based) We are seeking an experienced IFA Administrator to join our team and provide dedicated, long-term support to one of our Independent Financial Advisers. This is a fantastic opportunity for a detail-oriented professional with a strong background in Financial Services Administration, looking to progress their career in a supportive and professional environment. This is a desk-based, in-office position , where you ll play a key role in ensuring a first-class service to both clients and colleagues. Key Responsibilities Manage all Letters of Authority (LOA) processes and provider liaison. Prepare valuations, appointment packs, and undertake general administrative duties. Handle telephony with providers and clients in a professional manner. Support with cash flow modelling , portfolio comparison analytics, and attitude-to-risk questionnaires. Action fund switches and prepare corresponding suitability letters. Provide diary management and client appointment preparation for the Adviser. Process new business applications from start to completion, ensuring accuracy and compliance. Handle death claims with professionalism and empathy. Maintain clear, accurate, and compliant client records. Ensure compliance with FCA regulations , company policies, and financial crime procedures (AML, data security, anti-bribery). Keep up to date with relevant product, technical, and legislative changes. Attend team meetings, training sessions, and contribute to process improvements. Skills & Experience Required Minimum 5 years Administration experience , with at least 2 years in Financial Services . Strong knowledge of financial services processes, regulations, and compliance (advantageous). Proficient in Microsoft Word, Excel, and Outlook. Experience with back-office systems (e.g., Xplan/Curo) is desirable. Excellent communication skills both written and verbal. Strong organisational skills with the ability to prioritise and meet deadlines. Self-motivated, adaptable, and able to work with minimal supervision. A collaborative team player with a proactive approach and high attention to detail. Professional, courteous, and well-presented. What We Offer Competitive salary up to £30,000 depending on experience. A supportive and collaborative working environment. Opportunity to work closely with an Adviser, gaining valuable exposure to technical areas of wealth management. Ongoing training and development opportunities. If you re an experienced IFA Administrator or Financial Services professional looking to take the next step in your career, we d love to hear from you.
Exchange Street Executive Search
Penwortham, Lancashire
Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning. You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. That is a long way off there, but that will give you time to get your diploma and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them. How many businesses offer that? The package is on the healthy side with a starting salary of up to £40,000. There's also: o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days o 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days) o Employee recognition awards o New and improved programme for succession planning and supportive management structure to help you realise your potential o Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED: You'll have experience as an administrator within financial and either on the way to level 4 qualification or eager to start. You don't need to come from an IFA background as you're joining a firm that's all about training and development - an expert you will become. IO experience would be good but is not a pre-requisite. - Learning and development, progression and an excellent package combined with agile working. What's not to like? Want to know more? Click apply and we will be in touch. Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
Dec 04, 2025
Full time
Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning. You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. That is a long way off there, but that will give you time to get your diploma and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them. How many businesses offer that? The package is on the healthy side with a starting salary of up to £40,000. There's also: o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days o 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days) o Employee recognition awards o New and improved programme for succession planning and supportive management structure to help you realise your potential o Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED: You'll have experience as an administrator within financial and either on the way to level 4 qualification or eager to start. You don't need to come from an IFA background as you're joining a firm that's all about training and development - an expert you will become. IO experience would be good but is not a pre-requisite. - Learning and development, progression and an excellent package combined with agile working. What's not to like? Want to know more? Click apply and we will be in touch. Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
Premier Jobs UK Limited
Bradford-on-avon, Wiltshire
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit a Platform Administrator as part of their growth journey As a Platform Administrator you will be a key part of this IFA firm's back office team. You will be undertaking technical administration and managing money in / out on behalf of the Financial Advisor's instructions. It is important you have excellent product knowledge and able to smoothly step into this role. The business regularly advises on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking passionate, highly detail-oriented individuals. Platform Administrators Requirements You must be experienced in supporting Financial Advisors as an IFA Administrator / Client Support role You should have desire to be part of a growing team and take an active role in delivering growth for the business Platform Administrator Benefits Salary negotiable depending on experience and qualifications Plus company benefits Mainly office based role with potential for 1 - 2 days from home Fantastic opportunity to play a key role within a well-established, growing team Locations Bradford-on-Avon Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Dec 04, 2025
Full time
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit a Platform Administrator as part of their growth journey As a Platform Administrator you will be a key part of this IFA firm's back office team. You will be undertaking technical administration and managing money in / out on behalf of the Financial Advisor's instructions. It is important you have excellent product knowledge and able to smoothly step into this role. The business regularly advises on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking passionate, highly detail-oriented individuals. Platform Administrators Requirements You must be experienced in supporting Financial Advisors as an IFA Administrator / Client Support role You should have desire to be part of a growing team and take an active role in delivering growth for the business Platform Administrator Benefits Salary negotiable depending on experience and qualifications Plus company benefits Mainly office based role with potential for 1 - 2 days from home Fantastic opportunity to play a key role within a well-established, growing team Locations Bradford-on-Avon Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Job Title: Asbestos Surveyor Location: St Helens, Merseyside Salary/Benefits: 25k - 42k + Training & Benefits A UKAS accredited Asbestos Consultancy is recruiting for a qualified and knowledgeable Asbestos Surveyor to cover contracts across the M62 corridor and North West region. Applicants must be able to hit the ground running, and will be discussing technical matters directly with clients, as such, strong technical knowledge is essential. The company are privately-owned and successful, and can offer fantastic training roadmaps for hardworking individuals. Our client is offering competitive salaries and comprehensive benefits packages, including: fleet vehicle, pension and overtime opportunities. We can consider candidates from the following locations: St Helens, Prescot, Warrington, Runcorn, Frodsham, Ellesmere Port, Birkenhead, Liverpool, Bootle, Ormskirk, Formby, Southport, Chorley, Wigan, Bolton, Winsford, Chester, Manchester, Stockport, Oldham, Bury, Rochdale, Burnley, Blackburn, Preston, Blackpool, Colne, Keighley, Halifax, Leeds, Bradford, Huddersfield, Wakefield, Castleford. Experience / Qualifications: - Must have a strong track record working as an Asbestos Surveyor within a UKAS accredited company - Will hold the BOHS P402, or RSPH equivalent (as a minimum) - Fully conversant in HSG 264 and UKAS guidelines - Good client-facing skills and experience - Hardworking attitude - Proficient in using IT software The Role: - Carrying out management, refurbishment and demolition asbestos surveys - Working across a range of commercial, domestic and industrial client sites - Collecting ACM samples from site - Producing thorough technical reports, including bespoke floorplans - Meeting with clients to give technical advice and project updates - Maintaining strong working relationships with clients - Working to agreed deadlines and targets - Travelling as required by client needs Alternative job titles: Asbestos Consultant, Asbestos Inspector, Asbestos Surveyor / Analyst, Environmental Service Technician. Future Select are the leading market supplier for recruitment in the Asbestos industry; we work with the best clients and candidates and supply the majority of permanent jobs in the asbestos market. We have a large dedicated team, with over 25 years combined industry experience within Asbestos recruitment specifically geared to dealing with Asbestos Surveyors/Analysts/Lab Technicians, Administrators, Project/Regional /Technical/Quality/Training/Sales Managers through to Director Level for both Consultancy & Removal. We have intrinsic knowledge of the market place, as well as respecting candidates/clients confidentiality in this close knit market sector. We are also interested in anyone with p401/p402/p403/p404/p404 or s301 CCP. We are inundated with applications, we will endeavour to get back in touch, however if you have applied to Future Select and you have not heard from us after a week, on this occasion, you will not have been successful. Your details will be saved on our system and you will be contacted in the future if a vacancy matches your skills. Future Select Copyright 2025
Dec 04, 2025
Full time
Job Title: Asbestos Surveyor Location: St Helens, Merseyside Salary/Benefits: 25k - 42k + Training & Benefits A UKAS accredited Asbestos Consultancy is recruiting for a qualified and knowledgeable Asbestos Surveyor to cover contracts across the M62 corridor and North West region. Applicants must be able to hit the ground running, and will be discussing technical matters directly with clients, as such, strong technical knowledge is essential. The company are privately-owned and successful, and can offer fantastic training roadmaps for hardworking individuals. Our client is offering competitive salaries and comprehensive benefits packages, including: fleet vehicle, pension and overtime opportunities. We can consider candidates from the following locations: St Helens, Prescot, Warrington, Runcorn, Frodsham, Ellesmere Port, Birkenhead, Liverpool, Bootle, Ormskirk, Formby, Southport, Chorley, Wigan, Bolton, Winsford, Chester, Manchester, Stockport, Oldham, Bury, Rochdale, Burnley, Blackburn, Preston, Blackpool, Colne, Keighley, Halifax, Leeds, Bradford, Huddersfield, Wakefield, Castleford. Experience / Qualifications: - Must have a strong track record working as an Asbestos Surveyor within a UKAS accredited company - Will hold the BOHS P402, or RSPH equivalent (as a minimum) - Fully conversant in HSG 264 and UKAS guidelines - Good client-facing skills and experience - Hardworking attitude - Proficient in using IT software The Role: - Carrying out management, refurbishment and demolition asbestos surveys - Working across a range of commercial, domestic and industrial client sites - Collecting ACM samples from site - Producing thorough technical reports, including bespoke floorplans - Meeting with clients to give technical advice and project updates - Maintaining strong working relationships with clients - Working to agreed deadlines and targets - Travelling as required by client needs Alternative job titles: Asbestos Consultant, Asbestos Inspector, Asbestos Surveyor / Analyst, Environmental Service Technician. Future Select are the leading market supplier for recruitment in the Asbestos industry; we work with the best clients and candidates and supply the majority of permanent jobs in the asbestos market. We have a large dedicated team, with over 25 years combined industry experience within Asbestos recruitment specifically geared to dealing with Asbestos Surveyors/Analysts/Lab Technicians, Administrators, Project/Regional /Technical/Quality/Training/Sales Managers through to Director Level for both Consultancy & Removal. We have intrinsic knowledge of the market place, as well as respecting candidates/clients confidentiality in this close knit market sector. We are also interested in anyone with p401/p402/p403/p404/p404 or s301 CCP. We are inundated with applications, we will endeavour to get back in touch, however if you have applied to Future Select and you have not heard from us after a week, on this occasion, you will not have been successful. Your details will be saved on our system and you will be contacted in the future if a vacancy matches your skills. Future Select Copyright 2025
Premier Jobs UK Limited
Bradford-on-avon, Wiltshire
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit a Platform Administrator as part of their growth journey As a Platform Administrator you will be a key part of this IFA firm's back office team. You will be undertaking technical administration and managing money in / out on behalf of the Financial Advisor's instructions click apply for full job details
Dec 04, 2025
Full time
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit a Platform Administrator as part of their growth journey As a Platform Administrator you will be a key part of this IFA firm's back office team. You will be undertaking technical administration and managing money in / out on behalf of the Financial Advisor's instructions click apply for full job details
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
Oct 08, 2025
Full time
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 07, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Job Title: Asbestos Consultant Location: Leeds, West Yorkshire Salary/Benefits: 25k - 42k + Training & Benefits Our client is seeking a qualified Asbestos Consultant in the Yorkshire region, to cover commercial and domestic sites. The role is within a well-known Environmental outfit, who have a national presence and busy client portfolio. The company is UKAS accredited and are able to provide excellent further training, and the opportunity to gain further modules. It would be beneficial to have good access to the M1 and / or M62 for easier travel to client sites. Salaries on offer are competitive and benefits include: company vehicle, mobile phone, pension and overtime opportunities. We can consider candidates in the following locations: Leeds, Batley, Morley, Garforth, Rothwell, Normanton, Wakefield, Dewsbury, Mirfield, Brighouse, Halifax, Huddersfield, Keighley, Horsforth, Wetherby, Harrogate, Knaresborough, Barnsley, Selby, Doncaster, Mexborough, Rotherham, Sheffield, Maltby, Castleford, Dronfield, Worksop, Retford, Chesterfield, Holmfirth. Experience / Qualifications: - Proven experience as an Asbestos Consultant within a UKAS accredited company - Qualified with the BOHS P402 or RSPH equivalent as a minimum - Strong communication skills - Proficient in using a PDA to complete reports - Fully conversant in HSG 264 guidelines - Hardworking attitude The Role: - Undertaking management, refurbishment and demolition asbestos surveys - Working across a range of commercial, domestic and local authority premises - Safely collecting ACM samples from sites - Writing detailed survey reports, with site-specific drawings - Meeting clients to make technical recommendations - Working in accordance with compliance guidelines - Meeting / exceeding personal targets - Building strong rapport with clients Alternative job titles: Asbestos Surveyor / Analyst, Asbestos Inspector, Asbestos Surveyor, Asbestos Analyst, Asbestos Site Analyst, Environmental Consultant. Future Select are the leading market supplier for recruitment in the Asbestos industry; we work with the best clients and candidates and supply the majority of permanent jobs in the asbestos market. We have a large dedicated team, with over 25 years combined industry experience within Asbestos recruitment specifically geared to dealing with Asbestos Surveyors/Analysts/Lab Technicians, Administrators, Project/Regional /Technical/Quality/Training/Sales Managers through to Director Level for both Consultancy & Removal. We have intrinsic knowledge of the market place, as well as respecting candidates/clients confidentiality in this close knit market sector. We are also interested in anyone with p401/p402/p403/p404/p404 or s301 CCP. We are inundated with applications, we will endeavour to get back in touch, however if you have applied to Future Select and you have not heard from us after a week, on this occasion, you will not have been successful. Your details will be saved on our system and you will be contacted in the future if a vacancy matches your skills. Future Select Copyright 2025
Oct 07, 2025
Full time
Job Title: Asbestos Consultant Location: Leeds, West Yorkshire Salary/Benefits: 25k - 42k + Training & Benefits Our client is seeking a qualified Asbestos Consultant in the Yorkshire region, to cover commercial and domestic sites. The role is within a well-known Environmental outfit, who have a national presence and busy client portfolio. The company is UKAS accredited and are able to provide excellent further training, and the opportunity to gain further modules. It would be beneficial to have good access to the M1 and / or M62 for easier travel to client sites. Salaries on offer are competitive and benefits include: company vehicle, mobile phone, pension and overtime opportunities. We can consider candidates in the following locations: Leeds, Batley, Morley, Garforth, Rothwell, Normanton, Wakefield, Dewsbury, Mirfield, Brighouse, Halifax, Huddersfield, Keighley, Horsforth, Wetherby, Harrogate, Knaresborough, Barnsley, Selby, Doncaster, Mexborough, Rotherham, Sheffield, Maltby, Castleford, Dronfield, Worksop, Retford, Chesterfield, Holmfirth. Experience / Qualifications: - Proven experience as an Asbestos Consultant within a UKAS accredited company - Qualified with the BOHS P402 or RSPH equivalent as a minimum - Strong communication skills - Proficient in using a PDA to complete reports - Fully conversant in HSG 264 guidelines - Hardworking attitude The Role: - Undertaking management, refurbishment and demolition asbestos surveys - Working across a range of commercial, domestic and local authority premises - Safely collecting ACM samples from sites - Writing detailed survey reports, with site-specific drawings - Meeting clients to make technical recommendations - Working in accordance with compliance guidelines - Meeting / exceeding personal targets - Building strong rapport with clients Alternative job titles: Asbestos Surveyor / Analyst, Asbestos Inspector, Asbestos Surveyor, Asbestos Analyst, Asbestos Site Analyst, Environmental Consultant. Future Select are the leading market supplier for recruitment in the Asbestos industry; we work with the best clients and candidates and supply the majority of permanent jobs in the asbestos market. We have a large dedicated team, with over 25 years combined industry experience within Asbestos recruitment specifically geared to dealing with Asbestos Surveyors/Analysts/Lab Technicians, Administrators, Project/Regional /Technical/Quality/Training/Sales Managers through to Director Level for both Consultancy & Removal. We have intrinsic knowledge of the market place, as well as respecting candidates/clients confidentiality in this close knit market sector. We are also interested in anyone with p401/p402/p403/p404/p404 or s301 CCP. We are inundated with applications, we will endeavour to get back in touch, however if you have applied to Future Select and you have not heard from us after a week, on this occasion, you will not have been successful. Your details will be saved on our system and you will be contacted in the future if a vacancy matches your skills. Future Select Copyright 2025
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.
Oct 07, 2025
Full time
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.
IFA Technical Administrator South Leics (our ref AL1380) Office based role Salary to £30,000 dep on exp + excellent benefits inc parking My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount. The Role: Letter of Authority administration and processes. Making of appointment packs/General administrative duties where required. Valuations. Telephoning providers. Letter writing/Photocopying Prepare cash flow modelling (information gathering and understanding) & Prepare portfolio comparison analytics Action fund switches & carry out attitude to risk questionnaires & produce no action and fund switch suitability letters Adviser diary management, Booking then preparing new and existing client appointment packs Regular engagement with clients and providers via telephone, email and letter Maintain clear and compliant records Attend departmental meetings and training Process new business applications Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly. Death claims informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner. Keep up to date with all relevant product, legislative and technical changes, as required. Ideal skills/experience: Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector. Thrives in a fast paced and accurate data input environment. Understanding of regulations/compliance (advantageous). A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g.,back-office system (Xplan/Curo). Excellent customer facing interactions, good administration skills/phone manner and IT skills Well-presented. Self-motivated and organised, with a good work ethic. Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision. Able to stay focused on tasks, despite distractions and interruptions. Be an integral part of the team a good communicator, willing to input new ideas and suggestions to improve process & flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change. This is a full-time position, 37.5 hours per week, 9 am 5 pm, (30 minutes unpaid lunch break), Monday to Friday. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Oct 06, 2025
Full time
IFA Technical Administrator South Leics (our ref AL1380) Office based role Salary to £30,000 dep on exp + excellent benefits inc parking My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount. The Role: Letter of Authority administration and processes. Making of appointment packs/General administrative duties where required. Valuations. Telephoning providers. Letter writing/Photocopying Prepare cash flow modelling (information gathering and understanding) & Prepare portfolio comparison analytics Action fund switches & carry out attitude to risk questionnaires & produce no action and fund switch suitability letters Adviser diary management, Booking then preparing new and existing client appointment packs Regular engagement with clients and providers via telephone, email and letter Maintain clear and compliant records Attend departmental meetings and training Process new business applications Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly. Death claims informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner. Keep up to date with all relevant product, legislative and technical changes, as required. Ideal skills/experience: Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector. Thrives in a fast paced and accurate data input environment. Understanding of regulations/compliance (advantageous). A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g.,back-office system (Xplan/Curo). Excellent customer facing interactions, good administration skills/phone manner and IT skills Well-presented. Self-motivated and organised, with a good work ethic. Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision. Able to stay focused on tasks, despite distractions and interruptions. Be an integral part of the team a good communicator, willing to input new ideas and suggestions to improve process & flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change. This is a full-time position, 37.5 hours per week, 9 am 5 pm, (30 minutes unpaid lunch break), Monday to Friday. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Gemini Wealth Management Limited
Sutton Coldfield, West Midlands
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Oct 03, 2025
Full time
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
My Client, a well-respected, independent and established firm of Chartered Financial planning professionals are looking to recruit a Paraplanner. My client has been trading for all most two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis. All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four qualified career paraplanner with several years of experience to bring to the business. Core Duties You will write suitability reports for clients of the firm s IFAs. These reports are often of a technical nature. You will conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb, Firm Due Diligence and current Systems You will be expected to competently use my clients CRM system to ensure clients records are kept accurately You will be expected to complete administrative duties as and when required e.g. application Forms, illustrations, covering letters and sign up packs etc. You will carry out file reviews You will carry out platform work wizards, setting clients up and arranging payments and switches where there are tax implications involved You will ensure clients are correctly invested every time. You will adhere to consumer duty principles and the delivery of correct client outcomes You will carry out client contact when required You will assist with IC project work You will carry out adhoc Project work when required BENEFITS Group DIS x 4 Exam Sponsorship (aim to pass 2 exams per year) Group income protection (After 2 years) Pensions scheme 5 & 5% 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working post probation dependent on experience and location
Oct 01, 2025
Full time
My Client, a well-respected, independent and established firm of Chartered Financial planning professionals are looking to recruit a Paraplanner. My client has been trading for all most two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis. All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four qualified career paraplanner with several years of experience to bring to the business. Core Duties You will write suitability reports for clients of the firm s IFAs. These reports are often of a technical nature. You will conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb, Firm Due Diligence and current Systems You will be expected to competently use my clients CRM system to ensure clients records are kept accurately You will be expected to complete administrative duties as and when required e.g. application Forms, illustrations, covering letters and sign up packs etc. You will carry out file reviews You will carry out platform work wizards, setting clients up and arranging payments and switches where there are tax implications involved You will ensure clients are correctly invested every time. You will adhere to consumer duty principles and the delivery of correct client outcomes You will carry out client contact when required You will assist with IC project work You will carry out adhoc Project work when required BENEFITS Group DIS x 4 Exam Sponsorship (aim to pass 2 exams per year) Group income protection (After 2 years) Pensions scheme 5 & 5% 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working post probation dependent on experience and location
Team Administrator Senior Administrator £28,000 - £30,000 with 2 bonuses per year based on company profits MUST HAVE STRONG EXCEL SKILLS Hybrid Working 2/3 days in the office per month Your new role Hays are proud to be working with a rapidly growing global organisation who are seeking a proactive and highly organised Senior Administrator to join their dynamic team in Halifax. In this pivotal role, you will provide comprehensive support to the Operations Director, handling a range of PA duties, while also offering complex administrative assistance to a team of field Sales Account Managers. This is a fantastic opportunity for someone who thrives in a fast-paced environment and enjoys being at the heart of a busy team. Acting as PA to the Head of UK Operations, organising travel, keeping track of details, calendar updatesGeneral office administration - post, invoices, and expensesWith Excel reporting, you must be comfortable with VLookups, countiffs, statements, conditional formatting and able to design, prepare, and run reports using Excel. Collaboration with and assisting the sales and technical team in the UK Liaising closely with the Export teamCustomer care and support, including answering emails and the phone Meeting and event organisation including travel and hotel bookings - UK and internationally Assisting with technical sales and new projectsProviding admin support and producing workflow documentationCreation and maintenance of a tender document library, keeping track of what documents we have and need, selection for translation, proofreadingUpdating the CRM system and relevant reportingProducing reports including sales and data analysis, order books, survey reports, and training manuals What you'll get in return Discretionary Bonus scheme paid twice per yearGroup pension scheme and private healthFlexibility and home office daysProfessional and personal development30-day holidays What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Oct 01, 2025
Full time
Team Administrator Senior Administrator £28,000 - £30,000 with 2 bonuses per year based on company profits MUST HAVE STRONG EXCEL SKILLS Hybrid Working 2/3 days in the office per month Your new role Hays are proud to be working with a rapidly growing global organisation who are seeking a proactive and highly organised Senior Administrator to join their dynamic team in Halifax. In this pivotal role, you will provide comprehensive support to the Operations Director, handling a range of PA duties, while also offering complex administrative assistance to a team of field Sales Account Managers. This is a fantastic opportunity for someone who thrives in a fast-paced environment and enjoys being at the heart of a busy team. Acting as PA to the Head of UK Operations, organising travel, keeping track of details, calendar updatesGeneral office administration - post, invoices, and expensesWith Excel reporting, you must be comfortable with VLookups, countiffs, statements, conditional formatting and able to design, prepare, and run reports using Excel. Collaboration with and assisting the sales and technical team in the UK Liaising closely with the Export teamCustomer care and support, including answering emails and the phone Meeting and event organisation including travel and hotel bookings - UK and internationally Assisting with technical sales and new projectsProviding admin support and producing workflow documentationCreation and maintenance of a tender document library, keeping track of what documents we have and need, selection for translation, proofreadingUpdating the CRM system and relevant reportingProducing reports including sales and data analysis, order books, survey reports, and training manuals What you'll get in return Discretionary Bonus scheme paid twice per yearGroup pension scheme and private healthFlexibility and home office daysProfessional and personal development30-day holidays What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Core Duties/Responsibilities The Pensions Systems Analyst is responsible for software configuration to internal and external clients. Key aspects of the role are to: Undertake an analysis of pension's requirements from an outline of user requirements, or from a more detailed feasibility study. Agree the scope of work when undertaking a pension's analysis task and to provide accurate estimates to the relevant Project Manager for the work to be included. Develop and maintain Pension Scheme calculations across a range of products. Analyse Clients Pension Scheme data and establish data cleanse and data migration specifications (inclusive of data mapping). Define, configure, test, implement and maintain specific pension's elements across the whole suite of the Company's software. Continuously develop a professional, technical and commercially aware approach. Requirements Definition Undertake analysis on new pensions projects and/or enhancements to existing projects. Analyse changes and enhancements to client's pensions schemes by taking a view of their impact on the company's software as installed for the client. Liaise with clients to define pension calculation related processes using company utilities and techniques. Analyse Clients Pension Scheme data and establish data cleanse and data migration specifications (inclusive of data mapping). Skills, Knowledge & Experience Skills & Knowledge Administration of DB and / or DC Pensions Schemes. Good working Knowledge of UK Pensions Legislation and/or Actuarial (part) qualified. Ability to perform scheme calculations manually (supported by appropriate tools). Technical/Software development aptitude & ability. Capability to understand Pencalc, Workbench applications and supporting Data Model / Migration Tools. Knowledge of SQL / Oracle preferred. Qualifications & Experience Relevant qualifications in the Pensions & Actuarial Industry desirable (e.g. Pensions Management Institute Certification). UML Certification via ITSQB/ISEB or OMG desirable but not essential. Experience in the Pensions Industry, either as a Scheme Administrator or Business Analyst experienced in capturing requirements for Pensions IT Projects. Demonstrable software development capability. Demonstrate commercial awareness & operational efficiencies/income generation in current role. Essential Qualities Be approachable and responsive to colleagues and users and have an open-minded and constructive approach to problem solving. Demonstrate effective and probing appraisal of situations. To consult with relevant parties in resolving issues. Be self-motivated, demonstrating tenacity and objectivity in problem solving to get the job done effectively. What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. Learning & Development - Investment in LinkedIn Learning for all colleagues. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
Sep 24, 2025
Full time
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Core Duties/Responsibilities The Pensions Systems Analyst is responsible for software configuration to internal and external clients. Key aspects of the role are to: Undertake an analysis of pension's requirements from an outline of user requirements, or from a more detailed feasibility study. Agree the scope of work when undertaking a pension's analysis task and to provide accurate estimates to the relevant Project Manager for the work to be included. Develop and maintain Pension Scheme calculations across a range of products. Analyse Clients Pension Scheme data and establish data cleanse and data migration specifications (inclusive of data mapping). Define, configure, test, implement and maintain specific pension's elements across the whole suite of the Company's software. Continuously develop a professional, technical and commercially aware approach. Requirements Definition Undertake analysis on new pensions projects and/or enhancements to existing projects. Analyse changes and enhancements to client's pensions schemes by taking a view of their impact on the company's software as installed for the client. Liaise with clients to define pension calculation related processes using company utilities and techniques. Analyse Clients Pension Scheme data and establish data cleanse and data migration specifications (inclusive of data mapping). Skills, Knowledge & Experience Skills & Knowledge Administration of DB and / or DC Pensions Schemes. Good working Knowledge of UK Pensions Legislation and/or Actuarial (part) qualified. Ability to perform scheme calculations manually (supported by appropriate tools). Technical/Software development aptitude & ability. Capability to understand Pencalc, Workbench applications and supporting Data Model / Migration Tools. Knowledge of SQL / Oracle preferred. Qualifications & Experience Relevant qualifications in the Pensions & Actuarial Industry desirable (e.g. Pensions Management Institute Certification). UML Certification via ITSQB/ISEB or OMG desirable but not essential. Experience in the Pensions Industry, either as a Scheme Administrator or Business Analyst experienced in capturing requirements for Pensions IT Projects. Demonstrable software development capability. Demonstrate commercial awareness & operational efficiencies/income generation in current role. Essential Qualities Be approachable and responsive to colleagues and users and have an open-minded and constructive approach to problem solving. Demonstrate effective and probing appraisal of situations. To consult with relevant parties in resolving issues. Be self-motivated, demonstrating tenacity and objectivity in problem solving to get the job done effectively. What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. Learning & Development - Investment in LinkedIn Learning for all colleagues. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
