182 jobs found

IFA Administrator Area Coventry Salary Up to £35,000 Hybrid working Are you an experienced IFA Services Administrator looking to develop your career within a reputable and supportive Wealth Management firm? An excellent opportunity has become available with a highly successful boutique firm of Independent Financial Planners who are based in the Coventry area. To be considered you will need to offer Industry related experience. The role will involve delivering a seamless client experience by providing high-quality administrative support to the Financial Planners, ensuring accuracy, efficiency, and first-class service always. Our client is seeking an organised and proactive IFA Administrator to join their growing boutique financial planning firm. The successful candidate will provide comprehensive administrative and client support to advisers, ensuring a high standard of service throughout the financial planning process. Key Responsibilities " Provide professional support and communication to clients via phone, email and written correspondence. " Liaise with clients and providers to gather information and manage queries. " Assist with product and fund research. " Produce and maintain cashflow models and client review documentation. " Support advisers with suitability reports and recommendation documentation. " Process new business applications through to completion, including chasing outstanding requirements. " Conduct file checking to ensure compliance and completeness. " Manage ongoing client servicing activities, including income drawdown and withdrawals. " Arrange and prepare for ongoing client reviews and prepare review suitability letters. " Attend client meetings with advisers where required. " Maintain CPD in line with regulatory and company requirements. Skills & Experience " Previous experience within an IFA or Wealth Management administration role. " Strong organisational skills and attention to detail. " Knowledge of pensions, investments and drawdown servicing. " Excellent communication and client service skills. " Ability to manage workload effectively within a small team environment. Excellent attention to detail, strong organisation skills, and the ability to deliver outstanding client service are key requirements. Interested? To find out more, please contact one of our specialist consultants quoting REF: NJR16704

Job Title: Office Administrator Contract Length: 6 months Annual Salary: £33,967 (pro-rata) Working Pattern: Part Time (Mon-Fri, 8:30 AM - 12:30 PM) Our client is looking for an Office Administrator to join their dynamic team based at Plymouth! If you have a knack for organisation and a passion for providing top-notch administrative support, this role is perfect for you. About the Role As an Office Administrator within the Pensions Team, you will play a vital role in ensuring the smooth operation of various sections, including Secretariat and Administration. Your support will be crucial in maintaining high standards of communication and organisation. Key Responsibilities Administrative Support: Provide day-to-day assistance, including diary management, meeting coordination, and stationery management. Document Preparation: Prepare and format essential documents, presentations, reports, and meeting packs. Post Management: Organise and scan the team's daily post. Communication: Maintain team distribution lists and assist with incoming telephone calls. Candidate Requirements To thrive in this role, you should be: A great communicator who enjoys teamwork and collaboration. Proficient in Microsoft Office, with excellent literacy and organisational skills. Eager to learn and adapt in a fast-paced environment. What's in it for You? Part-Time Flexibility: Enjoy a working pattern that allows you to balance your professional and personal life. Supportive Environment: Join a team that values collaboration and continuous improvement. If you're excited about this opportunity and believe you have what it takes to support our client's Pensions Team, don't hesitate! Apply now to be part of a fantastic journey. How to Apply Ready to take the next step in your career? Submit your CV, highlighting your relevant experience and skills. We can't wait to meet you! Apply today and let's embark on this journey together! Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. Please be advised: if you haven't heard from us within 48 hours, then unfortunately your application has not been successful on this occasion. We may, however, keep your details on file for any suitable future vacancies and contact you accordingly. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.

Job: Financial Planning Administrator Location: Grimsby Salary: Negotiable Role Description Due to continued growth, a reputable financial planning firm is seeking an experienced Wealth management Administrator to join its team. This role will appeal to a proactive individual who enjoys managing client queries relating to pensions, investments, and protection, as well as working closely with product providers. The successful candidate will play a key role in delivering a consistently high standard of service to both clients and internal teams. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Life assurance and pension

BRAND NEW ROLE - Senior Financial Administrator Maidstone offices (Kent) Boutique financial planning practice Up to £40,000 basic salary plus bonuses 24 days holiday, DIS, Private medical cover, life cover, income protection 4 days in the office per week with early finish on Fridays Supporting 2 established financial advisers Conducting end-to-end admin and basic report writing Working with retirees, families, city professionals and business owners Business mix: pensions, investments, tax planning, retirement planning Average client has £330k - £500k invested 20 clients with above £1m invested Assisting with 500 Kent based clients Knowledge of Intelligent Office is highly advantageous Platforms: Aviva, AJ Bell, Transact, Quilter amongst others If you're an experienced financial planning administrator and seeking a new opportunity and this role sounds of interest please get in touch with Peter at Financial Divisions.

Join us as a Senior Pensions Administrator within our Outsourcing line of business based out of our offices in Redhill, Leeds or Welwyn working hybrid. You will work within a team to provide a high quality service to our impressive portfolio of clients that include prestigious and market leading global companies. In the role of Senior Pensions Administrator, you will take on advanced calculations and administration of complex schemes (DB and/or DC) and play an active role in mentoring and checking the work of junior team colleagues. This gives you the opportunity to work on clients that offer exposure to every aspect of pensions administration, utilising bulk processing routines, automated calculations or your manual calculation skills, and the potential for involvement with a huge variety of different projects. The Role Accurately processes and manages complex pensions calculations and queries across a variety of different pension processes and case types such as Retirements, Transfers, Deaths. Cases and processes are completed to a high standard proving accurate and well worded correspondence Checks and monitors work completed by junior colleagues, providing feedback and guidance to colleagues as required to ensure work is right first time and output targets across the team. Acts as a point of escalation for the team for technical issues, non-standard cases, and member complaints. Utilises previous knowledge and experience in pension legislation/regulations as well as WTW guidance and procedures to ensure day to day work on an individual and team basis is of a high quality. Supports the Team Leader in ensuring that all service level agreements and performance standards are achieved on a day-to-day basis and takes responsibility for coordinating team workload and some management or client responsibilities delegated by the Team Leader. Coaches, supports, and mentors junior colleagues providing feedback and supporting the wider development and knowledge of the team. Continuously seeks to identify areas where the service to clients /members could be improved and takes forward process improvements as required. Assists in complex and project-based work as and when required. What you'll bring Previous experience working in an occupational pension administration team (DB experience is essential) carrying out administration processes, including but not limited to Retirements, Transfers and Deaths. Experience and knowledge of Pensions Legislation and Regulations and applying these within an administration team in response to changes or new legislation. Experience and knowledge of the DB manual calculations required for a variety of administration processes. High level attention to detail and skilled in following and applying procedural documentation and checking the work of other colleagues. Ability to carry out and manage high volumes of work while maintaining a high level of accuracy. Excellent organisational and time management skills and being able to manage own workload, wider teamwork load and multiple client member queries at the same time, whilst maintaining a high-quality service. Excellent interpersonal skills to include good written and verbal communication and use of Microsoft Excel and Word. Experience of coaching and supporting less experienced colleagues. Experience of working in a hybrid/multi-site team would be an advantage. What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. (OGB2)

There are over 200 live vacancies in the London area for paraplanners, but this particular one is a rather niche opportunity with a High Net Worth Specialist IFA in prestigious City of London offices. Paraplanner - London (near Bank) Up to £60,000 Hybrid working Are you an experienced Paraplanner looking to join a forward-thinking wealth management firm in the heart of the City? This is a fantastic opportunity to become part of a collaborative and growing team, working closely with Financial Advisers to deliver client-focused advice. The Role: Based centrally, you will support two Advisers across the full advice process, from research and report writing through to recommendations and client reviews. You'll play a key role in ensuring suitability reports are technically robust and compliant, while helping to deliver an exceptional client experience. Key Responsibilities: Preparing detailed suitability reports across pensions, investments and protection Conducting technical research and analysis to support advice recommendations Liaising with Advisers, administrators and providers Ensuring all work meets regulatory and compliance standards To be considered for this paraplanner opportunity: At least Diploma Level 4 ( though ideally Chartered status) Previous experience as a Paraplanner within an IFA / wealth management firm Strong technical knowledge across pensions and investments The role is offered on a hybrid basis ( 3 days working from the offices) and is available immediately. Please contact us for immediate consideration.

Treasury Cash Flow Administrator We are seeking a Cash Flow Administrator to support our Accounts, Treasury and Payroll functions. You will be required to support the Head of Department by preparing rolling six-monthly forecasts, ensuring sufficient cash is available, requesting investments/disinvestments, liaising with internal and external third parties. You will be responsible for following processes closely to deliver work to a high standard. This is a critical role, helping to set up a new, specialised team, ensuring there are sufficient funds held in scheme bank accounts to cover outgoings - initially for c75 schemes, and expanding over the next 12 months to cover c250 schemes. The role involves dealing with confidential information, therefore a high level of discretion and professionalism is essential. You must also be able to work under pressure when high processing volumes will be required. This role can be based in our Croydon, Manchester, Birmingham, Belfast or Reading City Centre office with a hybrid workstyle. What does the role entail? Main point of contact for cash forecasting related queries from internal and external parties Monitor daily cash balances, maintain records and monitor cash flow to ensure that there are enough funds to cover outflows including payroll, member settlements, scheme invoices etc. Assist with the development and implementation of a new cash flow forecasting national team Train new employees as the function expands Reviewing reports on cash inflows and outflows and making adjustments as required to ensure that there are enough funds to cover outflows Preparing cash forecasts to help determine how much cash will be needed to cover upcoming expenses Requesting investments/disinvestments Liaising with scheme contacts and other interested third parties Set up scheme cash flows on Pulse software Download reports from workflow to input outflow details Answering queries Supporting the Head of Department General related office duties What we're looking for Previous experience within a cash management, treasury or related role is preferred. Strong communication skills and attention to detail are essential, as you will be communicating financial information within and outside the business. We are looking for someone with a 'can-do' attitude, with good problem-solving skills. Organisation skills are essential, you will be managing available cash for multiple schemes - you need to be well-organised and able to prioritise tasks appropriately. The ideal candidate will already have gained experience of working in an office environment in a financial role, have excellent computer skills and be able to process work to a very high standard. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes. Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website - Isio - Careers & Benefits. About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.

Our prestigious clients are now seeking experienced Administrators to work in their busy pensions team. This role is based in the centre of Middlesbrough (no parking available). They offer a great working environment in a supportive team. You will be required to work on a temp basis for 3-6 months. This could lead to a permanent role in the long term. Ideal candidates will already have proven administration skills and strong customer service skills. You will need to have been a resident in the UK for the last 3 years or more to undergo the checks required below as all candidate will have to undergo a full criminal and credit check before starting the role. Hourly rate: £12.71 per hour Hours: 9AM - 5PM Your role: Handle key pension administration tasks including new entrants, leavers, retirements, transfers, and deaths. Maintain and update pension databases and systems accurately. Respond to internal and external queries, including those from DWP and HMRC. Perform both automated and manual pension benefit calculations. Draft and issue customer correspondence using the Electronic Document Management system (EDM). Support non-financial updates (e.g. address changes) and assist with checking work as experience grows. Collaborate with internal teams and external partners to deliver a comprehensive client service. Accurately log time and meet utilisation targets using the Virtual Office system. The person: Some office-based experience, ideally within financial services or pensions, is preferred but not essential. Basic awareness or understanding of the pensions industry is beneficial. Strong numerical aptitude, demonstrated through academic or work experience. Proficient in Microsoft Word, Excel, and Outlook. Excellent organisational and planning skills, with the ability to prioritise and meet deadlines. High attention to detail and accuracy in both written and numerical tasks. Strong communication and interpersonal skills, both written and verbal. Positive, flexible, and proactive approach to learning and work responsibilities. Able to follow procedures, take ownership of tasks, and work effectively in a team.

We have an exciting new role for an experienced Senior Pensions Administrator to join our client within either their Leeds or Manchester office . In this role, you'll play a key part in supporting pension scheme members-explaining how their pension works, carrying out complex calculations, and staying up to date with the ever-changing pensions landscape. Your work will make a real impact, helping us meet client expectations and communicate effectively with members and third parties alike. About You Proven experience in a variety of pensions administration roles , particularly with defined benefit (DB) schemes . Strong communication skills, with the ability to explain complex information clearly and concisely. A sound understanding of scheme rules and the ability to perform accurate pension calculations. Your Responsibilities As a Senior Pensions Administrator, you'll: Deliver practical, well-reasoned solutions and use a logical approach to problem solving. Support and mentor team members to help them grow and succeed. Prepare accurate, informative documentation. Communicate confidently with scheme members, clients, and third parties . Guide members through their pension journey with clarity and care. Provide day-to-day support to the Team Leader. Perform and check calculations, and assist with complex or non-standard cases (depending on experience). What you will get in return The firm will actively support your professional growth and reward your contribution. At every level, you'll benefit from: A competitive salary , plus bonus and profit-sharing opportunities. Private health insurance , life insurance , and income protection . 25 days' annual leave (increasing with service), an extra day at Christmas , plus bank holidays and the option to buy additional days . A non-contributory pension scheme. Please quote 52098 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Our prestigious clients are now seeking experienced Administrators to work in their busy pensions team. This role is based in the centre of Middlesbrough (no parking available). They offer a great working environment in a supportive team. You will be required to work on a temp basis for 3-6 months. This could lead to a permanent role in the long term. Ideal candidates will already have proven administration skills and strong customer service skills. You will need to have been a resident in the UK for the last 3 years or more to undergo the checks required below as all candidate will have to undergo a full criminal and credit check before starting the role. Hourly rate: £12.71 per hour Hours: 9AM - 5PM Your role: Handle key pension administration tasks including new entrants, leavers, retirements, transfers, and deaths. Maintain and update pension databases and systems accurately. Respond to internal and external queries, including those from DWP and HMRC. Perform both automated and manual pension benefit calculations. Draft and issue customer correspondence using the Electronic Document Management system (EDM). Support non-financial updates (e.g. address changes) and assist with checking work as experience grows. Collaborate with internal teams and external partners to deliver a comprehensive client service. Accurately log time and meet utilisation targets using the Virtual Office system. The person: Some office-based experience, ideally within financial services or pensions, is preferred but not essential. Basic awareness or understanding of the pensions industry is beneficial. Strong numerical aptitude, demonstrated through academic or work experience. Proficient in Microsoft Word, Excel, and Outlook. Excellent organisational and planning skills, with the ability to prioritise and meet deadlines. High attention to detail and accuracy in both written and numerical tasks. Strong communication and interpersonal skills, both written and verbal. Positive, flexible, and proactive approach to learning and work responsibilities. Able to follow procedures, take ownership of tasks, and work effectively in a team.

Job Description We are seeking an Interim Resourcing Admin Manager for a local government client in Dudley, West Midlands. To provide advice and support to hiring managers, customers, and employees on recruitment activity, redirecting and escalating as appropriate. Manage and lead the processing of all School/Academy vacancies (schools/academies contracted via a Traded Service agreement) in line with approval clearance processes within stipulated deadlines. Hybrid working, with current on-site attendance every Wednesday and on an ad-hoc basis for team and personal development events. Responsibilities Line management of 8 Resourcing Team members (1 x resourcing administrator, 4 x resourcing administrators, 4 resourcing assistants) in the absence of the Resourcing Coordinator. Coordinate and allocate the Resourcing Team's daily mailbox activities in the Resourcing Coordinator's absence. Lead on the development and improvements of the application tracking system, currently Tribepad. Knowledge & Experience Requirements Knowledge of and experience in sourcing and implementing applicant tracking systems (ATS). Knowledge of Tribepad is advantageous but not essential. Monitor and report on KPIs, including time-to-hire, EDI monitoring, cost-per-hire, etc. Up-to-date knowledge and Understanding of human resources best practice and a thorough Understanding of the practical application of employment law. Knowledge and Understanding of key human resources processes such as payroll and pensions, human resources information systems and recruitment. Successful experience delivering human resources support in a public sector environment, including interpreting and applying terms and conditions of service and contracts of employment. Sound experience of managing and bringing to a successful conclusion complex and contentious human resources casework, including discipline, grievance, capability and harassment. Ability to work collaboratively to review, develop and implement effective human resources policies and procedures. Ability to analyse and interpret complex information and prepare and deliver briefings and or presentations. Demonstrate successful experience promoting and implementing equality and diversity considerations in all aspects of Human Resources Management, including organisation development. Successful experience working collaboratively on change management initiatives and projects. Effective communication, influencing and persuasion skills Ability to engender trust and confidence and demonstrate probity and integrity in the provision of advice and support on complex human resources issues. Demonstrate ability to manage conflicting priorities and a demanding workload. Qualification Essential GCSES or equivalent to include Maths and English Degree or equivalent managerial-level qualification Graduate membership of the CIPD environment Advanced user Microsoft Office, Word, Excel, PowerPoint, Outlook, social media. Essential Compliance Requirements 3 Years of References Willing to engage in the mandatory pre-screening application process. Diamond Blaque Group, a leading public-sector provider, is acting as the employment agency for this vacancy. Our organisation is deeply committed to fostering an environment of equal opportunity and diversity in the workplace.

Paraplanner Liverpool (Jamaica Street) Up to £55,000 Overview We are recruiting for an experienced and career-focused Paraplanner to join a well-established financial planning firm based in Liverpool (Jamaica Street). This is a technical, non-client-facing role suited to a paraplanner who enjoys in-depth research, report writing, and supporting advisers to deliver high-quality financial advice. This is an excellent opportunity for someone seeking a long-term position within a supportive team where technical expertise is genuinely valued. Key Responsibilities Prepare detailed suitability reports across a range of financial planning areas, including pensions, investments, protection, and retirement planning Conduct technical research and analysis to support financial advisers in developing client recommendations Analyse client information and produce accurate cashflow modelling where required Ensure all work complies with FCA regulations and internal compliance standards Liaise with advisers, administrators, and product providers to ensure efficient case progression Maintain up-to-date knowledge of financial products, legislation, and industry developments Requirements Proven experience working as a Paraplanner within a financial planning or wealth management firm Strong technical knowledge across pensions, investments, and protection products Experience writing high-quality suitability reports Working towards or holding Level 4 Diploma in Financial Planning (or equivalent) Excellent analytical, organisational, and communication skills High attention to detail and ability to manage multiple cases effectively What s on Offer Salary up to £55,000 (depending on experience) Hybrid working arrangement Supportive and collaborative team environment Established client base and strong business reputation Long-term career opportunity for a dedicated paraplanner Next Steps If you re a technical paraplanner looking for a role where your expertise is recognised and you can build a long-term career, we d love to hear from you. Apply now or get in touch to arrange a confidential discussion.

Paraplanner / Trainee Paraplanner South Manchester £40,000+ DOE Mainly office-based Up to 2 days WFH considered I m currently working with a growing and forward-thinking financial planning firm in South Manchester who are looking to recruit either an experienced Paraplanner or a strong IFA Administrator / Trainee Paraplanner ready to take the next step in their career. This opportunity would suit someone with solid back-office or technical support experience, ideally with some RO exams completed, who is looking to build their technical knowledge within a supportive and well-structured environment. The Opportunity Join a collaborative financial planning firm with a modern culture Work closely with Advisers as part of a pod-style structure Gain exposure to a broad range of pensions, investments, and financial planning cases Develop your technical knowledge and paraplanning capability within an experienced team Clear long-term progression and development opportunities available The Role Responsibilities will include: Preparing suitability reports and client recommendations Conducting research across pensions, investments, protection, and tax planning Supporting adviser meetings and producing follow-up documentation Assisting with financial planning cases from initial research through to implementation Working closely with Advisers and the wider support team to deliver excellent client outcomes What They re Looking For Experience within an IFA / Wealth Management environment Existing paraplanning experience OR strong IFA administration / technical support experience Some RO exams completed or currently studying towards qualifications Strong communication and organisational skills Ambitious mindset with a willingness to learn and develop Salary & Benefits Salary of £40,000+ DOE Annual salary review each summer Annual bonus linked to company profits Private medical insurance Company pension scheme Hybrid working available (up to 2 days WFH) If you re a Paraplanner, Technical Administrator, or Trainee Paraplanner based in or around South Manchester and looking for a strong long-term opportunity, please apply or get in touch directly.

Payroll Senior My client is a well-established Accountancy firm. Based in a friendly and supportive team in Northwich you will be working on a portfolio of clients. Our client is looking for an experienced Payroll Administrator to join them on a permanent basis Job Description Reporting directly to Head of services, you will be responsible for the timely and accurate processing of varied weekly, bi weekly & monthly payroll. Responsibilities and requirements Payroll bureau High volume/multiple payrolls High volume of clients split across the team Varying payrolls and frequencies Sage 50 or bright experience desirable Must be able to hit the ground running Auto enrolment RTI Submissions Processing statutory payments Handling client payroll queries and collaborating with clients Year end procedures Desirable skills and attributes: Bureau experience Looking for 2 years' experience minimum Pensions & Auto enrolment NEST - ideal A keen eye for detail Strong initiative Enjoy working within a team but autonomy to work alone Excellent Excel Must have exceptional payroll knowledge answering queries Benefits: 5 hours per week Flexi time available 36 days hol inc bank Buy and sell hols 5% pension Life assurance 3 x salary On-site parking 51612JT INDPAYN The Portfolio Group are acting on behalf of our client in recruiting for this position.

Due to continued success my client, an award winning Pension Consultancy, currently seek an experienced Pensions Administrator to join their friendly, award winning, Defined Benefit team. The role will involve prioritising the day to day workload of the team and assisting the Administration Manager in ensuring that the team runs smoothly. Duties will include: Ensuring that an effective pension administration service is provided to all clients Ensuring that client work is completed with SLA's and deadlines Handling pension tasks such as manual calculations and assisting less experienced colleagues Being a point of contact for a portfolio of clients Assisting with annual projects such as renewals, benefit statements and pension increases Provide input regarding process and procedural change Applicants must possess Defined Benefit pensions experience with the ability to perform manual calculations. You are likely to possess at least 18 months technical experience from a Third Party or InHouse background along with strong numeracy, communication and organisation skills. This is a great opportunity to join a highly respected pension consultancy which offers a great working environment, generous benefits, hybrid working, and great prospects for development.

CLIENT SUPPORT - PENSIONS & INVESTMENTS WILMSLOW UP TO 30,000 Our Client is an established and well known firm of Independent Financial Advisers based in a beautiful location of South Cheshire. Led by professionally qualified team, they provide comprehensive Corporate & Personal Financial Planning that includes; Employee Benefits, Investments, Retirement Planning and Tax advice. Due to internal promotion, an experienced Administrator is now required to support an highly technical Partner in the business. This will be a very busy and demanding role, and daily duties will consist of; To provide a first class administration service, together with a dedicated Paraplanner, to a group of Consultants Ensure that new business is processed in a timely fashion Issuing client Letters of Authority to providers, collating information and the use of the Client Management system Organising quotes, online or via telephone, then putting full package together for adviser - ensuring correct proposal & KFD Processing on basic products such as Bonds, Personal Pensions and Group Schemes, using Client Management Valuing client portfolios - obtaining data from providers Checking policy documents Issuing policy documentation to client using professional letters Scanning documents and filing these electronically on the Client Management system Distribution of incoming post Candidates applying must have a strong and proven background working for a firm of Financial Planners. You will be conversant with whole of the market products and ideally be used to processing business on IRESS / 1st software. If you are an experienced individual who is looking to provide an excellent level of administrative support to a Partner, then this is an excellent opportunity. REF: NJR16687

Paraplanner vacancy Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) Up to £45k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business. The CEO is creating a brand-new role for Technical Specialist/Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for providers and clients, conducting end to end report writing and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. If this role sounds of interest or any other roles I am working on please get in touch.

This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. You'll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management. The firm will give you full internal support, but the real opportunity here is for an Adviser who thrives on generating their own activity, creating introducer relationships and growing a meaningful client bank over time. In addition, they have an in-house employee benefits team that can assist their corporate clients and produce new clients for personal financial planning. In this role you will: Provide independent advice across pensions, investments, protection and wider financial planning Build strong relationships with new clients through proactive networking, referrals and introductions Manage ongoing review work to maintain high standards of service and ethics Work closely with paraplanners, administrators and compliance to deliver a smooth client experience Stay up to date with regulatory and technical changes to maintain high-quality advice The firm offers flexibility on experience, with packages tailored according to capability, track record and the value you can bring. Financial Adviser Requirements Essential: CAS status as a UK Financial Adviser Essential: Level 4 Diploma in Regulated Financial Planning (or equivalent) Essential: Experience advising on pensions and investments Essential: Clear evidence of proactive business generation (hunter profile) Desirable: Established introducer links or a strong professional network The Company An independent financial planning firm with a strong reputation for delivering holistic, client led advice. They offer full internal support, modern systems and a collaborative team environment, with long term potential for advisers who demonstrate growth and commitment. Financial Adviser Benefits Competitive basic salary likely within £50,000 - £75,000 , depending on experience Performance related bonus structure Full paraplanning, administration and compliance support Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Mixture of seeing clients in their office, clients' home or via Teams Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Location Ideal for candidates within travelling distance of Meriden If this sounds like the right opportunity for you, click Apply to speak with our team. 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.

Paraplanner job - an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step. In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients. Your responsibilities will include: Preparing accurate and compliant suitability reports Undertaking detailed product research and financial analysis Supporting Advisers with client review packs and case preparation Managing post meeting actions, liaising with providers and obtaining outstanding information Ensuring files meet compliance and internal documentation standards This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond. Paraplanner Requirements Essential: Experience as a Paraplanner or Senior IFA Administrator Essential: Strong pensions and investments knowledge Essential: Experience writing suitability reports Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it) Desirable: Experience using financial planning software or cashflow tools The Company A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly. Paraplanner Benefits Salary typically in the region of £40,000 - £45,000 depending on experience Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Supportive working environment with long term progression opportunities Location Ideal for candidates within commuting distance of Meriden. If you feel this Paraplanner job may be the right next step in your career, 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.

CLIENT SERVICES ADMINISTRATOR £26,000 £30,000 Wolverhampton Private Healthcare, Early Friday Finish, Career Development The Job A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally. Key responsibilities include: Scheduling and confirming client appointments Preparing client review packs and financial documentation ahead of meetings Managing incoming client calls, queries and correspondence Maintaining accurate client records and updating CRM systems Generating client correspondence and post-review documentation Liaising with external providers to obtain information and updates Processing fund switches, withdrawals and post-meeting actions Supporting advisers and paraplanners with business submissions and workflow management Managing mailboxes and prioritising workloads effectively Welcoming clients and maintaining a professional front-of-house experience This is an excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment. The Candidate Strong administrative and organisational skills Excellent written and verbal communication High attention to detail and accuracy Ability to prioritise workloads and work to deadlines Strong customer service and relationship management skills Proficient in Microsoft Office and CRM systems Proactive, collaborative and solutions-focused approach Experience within wealth management or financial services advantageous Knowledge of pensions, investments and FCA regulations beneficial Salesforce experience desirable The Package Salary £26,000 £30,000 Pension Private healthcare after probation Private medical cash plan including dental and optical cover 25 days holiday plus bank holidays Early finish on Fridays Team socials and supportive culture Ongoing training and development opportunities Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.