Job Title: Assistant Pensions Administrator Location: Cardiff with Hybrid working Salary: £26,250 per annum Job Type: Permanent, Full Time About the role: We are looking for an Assistant Pensions Administrator to join our team and provide a high-quality service to pension scheme members. This role is ideal for someone who enjoys customer contact, is highly organised and thrives in a busy, deadline-driven environment. You will be responsible for answering pension-related queries from members, ensuring accurate and timely responses across multiple communication channels. Key responsibilities include: Responding to member queries via telephone, email, and written correspondence Delivering clear, professional, and empathetic customer service Managing a busy and varied workload, prioritising tasks effectively Meeting internal and external deadlines consistently Maintaining accurate records using a CRM system Liaising with colleagues to resolve queries efficiently Supporting general pensions administration as required About you: We are looking for someone who: Has previous customer service or administration experience Is confident and comfortable speaking on the phone Has excellent organisation and time management skills Can manage multiple tasks while maintaining accuracy Is reliable and deadline-focused Has good IT skills, including experience using CRM systems Has strong written communication skills for letters and emails Knowledge or experience using spreadsheets, including Excel, would be beneficial. Why Quantum? Work for us and you will become part of a close-knit team that is skilled, experienced and passionate about delivering a high-quality consultancy service to our corporate and trustee clients. We offer a friendly place to work with flexible working hours, 24 days' holiday per year with holiday trading, volunteering leave, flexible benefits to suit your personal circumstances, DC pension scheme, and a discretionary annual bonus. You will also be offered a structured study and training plan and will be given the chance to further develop your skills and career. Quantum Advisory is an equal opportunities employer and committed to diversity and inclusion and we are a Disability Confident Committed Employer. A basic DBS check is required for this position. What next? If you are interested in applying for this role, please submit your CV. Please note the closing date for applications is Wednesday 29th April 2026. We reserve the right to close this vacancy early if a high volume of suitable applications are received. Please click on the APPLY button to send your CV for this role. Candidates with experience of; Junior Pensions Caseworker, Pensions Administrator, Pension Data Administrator, Client Services Executive, Customer Service Executive, Office Administrator, Pension Administration may also be considered for this position.
May 04, 2026
Full time
Job Title: Assistant Pensions Administrator Location: Cardiff with Hybrid working Salary: £26,250 per annum Job Type: Permanent, Full Time About the role: We are looking for an Assistant Pensions Administrator to join our team and provide a high-quality service to pension scheme members. This role is ideal for someone who enjoys customer contact, is highly organised and thrives in a busy, deadline-driven environment. You will be responsible for answering pension-related queries from members, ensuring accurate and timely responses across multiple communication channels. Key responsibilities include: Responding to member queries via telephone, email, and written correspondence Delivering clear, professional, and empathetic customer service Managing a busy and varied workload, prioritising tasks effectively Meeting internal and external deadlines consistently Maintaining accurate records using a CRM system Liaising with colleagues to resolve queries efficiently Supporting general pensions administration as required About you: We are looking for someone who: Has previous customer service or administration experience Is confident and comfortable speaking on the phone Has excellent organisation and time management skills Can manage multiple tasks while maintaining accuracy Is reliable and deadline-focused Has good IT skills, including experience using CRM systems Has strong written communication skills for letters and emails Knowledge or experience using spreadsheets, including Excel, would be beneficial. Why Quantum? Work for us and you will become part of a close-knit team that is skilled, experienced and passionate about delivering a high-quality consultancy service to our corporate and trustee clients. We offer a friendly place to work with flexible working hours, 24 days' holiday per year with holiday trading, volunteering leave, flexible benefits to suit your personal circumstances, DC pension scheme, and a discretionary annual bonus. You will also be offered a structured study and training plan and will be given the chance to further develop your skills and career. Quantum Advisory is an equal opportunities employer and committed to diversity and inclusion and we are a Disability Confident Committed Employer. A basic DBS check is required for this position. What next? If you are interested in applying for this role, please submit your CV. Please note the closing date for applications is Wednesday 29th April 2026. We reserve the right to close this vacancy early if a high volume of suitable applications are received. Please click on the APPLY button to send your CV for this role. Candidates with experience of; Junior Pensions Caseworker, Pensions Administrator, Pension Data Administrator, Client Services Executive, Customer Service Executive, Office Administrator, Pension Administration may also be considered for this position.
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)
May 04, 2026
Full time
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)
My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 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 is available to staff but this position requires someone to be in the office most of the time
May 04, 2026
Full time
My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 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 is available to staff but this position requires someone to be in the office most of the time
Job Title : Human Resources (HR) Administrator Place of work: Employed by Morson Edge, primarily based at our Client site in Yeovil. With possible occasional support to other local sites and offices as reasonably required. Reporting Line: Head Of Operations Job Purpose The Head of Operations will be your line manager and will require a degree of support; however, a main element of the role is to work with and assist the Contract Support Officer and the Resources Support Manager (HR). In addition to the Head of Operations these colleagues will offer guidance and assign tasks to ensure a cohesive and high-quality HR service is delivered each day. Tasks and Responsibilities The primary tasks and responsibilities of the job role will include but not be limited to: - Starters and Leavers Support the new starter process, collecting and escorting new starters from reception to the Morson On-Site office, offering refreshments and introducing new starters to the wider on-site team. Facilitate the Morson Edge company induction and introduction process to include process overview and associated documentation for elements such as time recording, absence procedures, holidays and SAP hours booking processes ( where applicable ). As part of the leavers and exit process conduct exit interviews, finish leavers with payroll and arrange the safe return of company property. Absence Collation and recording of holiday, leave and sickness absence, updating the relevant company databases as appropriate. Conduct return to work (RTW) interviews following periods of sickness absence, highlighting absence concerns to the Contract Support Officer and Resources Support Manager (HR). Time Recording Maintain timesheets/clocking and overtime records, using the relevant Morson Edge and Client software and databases, ensuring all inconsistencies are raised with the appropriate Morson or Client, client Management. Payroll - Responsible for accurate and timely collation, input, and submission of data to Payroll, including salary and allowance adjustments and overtime payments. Ensuring that the monthly payroll entries are checked against input and that any inconsistencies are raised with payroll and recorded. Employment Paperwork Raise offer letters, contracts of employment and new starter payroll drafts for new employees. Ensure that documentation and administrative output is produced in a professional and compliant manner and that the management of personnel files and employee correspondence is in accordance with Morson procedures. Produce probation paperwork, annual PDR paperwork, six monthly PDR paperwork and schedule PDR appointments. Health & Welfare Support employees with welfare concerns (training can be provided). Conduct welfare check ins with employees as required and liaise with company occupational health if applicable to support employees. Co-ordination of regular personnel health screening and associated Occupational Health appointments. Other General Tasks Supplier Liaison Arrange training requirements for employees, liaising with training providers and maintaining accurate development and spend trackers. Coordinate travel requirements for Morson staff, liaising with our travel provider and processing any travel expenses incurred via payroll. Support the Resources Support Manager (HR) with administration around benefits such as health care and pensions and undertake health care cash plan and pension broker liaison, including the use of supplier portals. Reward & Recognition Administer good show awards and long service awards in accordance with the instructions and processes in place. Administer and issue staff birthday cards and other gifts. Recruitment To support the Contract Support Officer, you may be required to forward CVs to hiring client, Client Managers, escort applicants, secure meeting rooms and arrange interviews. General Administration Assist in preparation of weekly/monthly/quarterly reports as requested to support contract delivery including preparation of correspondence and PowerPoint presentations. Attend and conduct where necessary contract delivery and review meetings as required. Co-ordinate and organise meetings and conferences, taking meeting notes and distributing as required. Act as chair or notetaker in HR investigations, hearings and disciplinaries. Provide general administration support to the team and management including but not limited to photocopying, filing, raising correspondence, and completing spreadsheets. Alongside colleagues coordinate refreshments for office visitors, in particular Client, client management and any associated housekeeping. Undertake any other duties within capability and experience as directed by the Head of Operations, Contract Support Officer or Resources Support Manager. Maintain a customer is always right ethos with the Client, client management and with Morson employed workers where appropriate. Skills & Attributes Ability to operate in a flexible, organised, consistent and committed manner. Capable of working calmly and accurately under pressure to strict deadlines. Good interpersonal skills and a confident approach to personal communications and the maintenance of discretion and confidentiality. Demonstrates initiative, enthusiasm, and commitment to high quality standards. Ability to communicate with senior management, customers, and staff by effectively expressing ideas and information clearly and concisely in verbal and visual form. Ability to work in a team and to proactively support the team around you. Ability to accept responsibility and willingness to learn new skills. This may include attending courses for personal development and instruction in new process, away from site if necessary. Qualifications & Experience An NVQ LEVEL 3 or equivalent experience in Administration or Business or Personnel Management would be advantageous but not essential. Good working knowledge of office IT applications including MS Word, Powerpoint, Excel and Outlook
May 02, 2026
Full time
Job Title : Human Resources (HR) Administrator Place of work: Employed by Morson Edge, primarily based at our Client site in Yeovil. With possible occasional support to other local sites and offices as reasonably required. Reporting Line: Head Of Operations Job Purpose The Head of Operations will be your line manager and will require a degree of support; however, a main element of the role is to work with and assist the Contract Support Officer and the Resources Support Manager (HR). In addition to the Head of Operations these colleagues will offer guidance and assign tasks to ensure a cohesive and high-quality HR service is delivered each day. Tasks and Responsibilities The primary tasks and responsibilities of the job role will include but not be limited to: - Starters and Leavers Support the new starter process, collecting and escorting new starters from reception to the Morson On-Site office, offering refreshments and introducing new starters to the wider on-site team. Facilitate the Morson Edge company induction and introduction process to include process overview and associated documentation for elements such as time recording, absence procedures, holidays and SAP hours booking processes ( where applicable ). As part of the leavers and exit process conduct exit interviews, finish leavers with payroll and arrange the safe return of company property. Absence Collation and recording of holiday, leave and sickness absence, updating the relevant company databases as appropriate. Conduct return to work (RTW) interviews following periods of sickness absence, highlighting absence concerns to the Contract Support Officer and Resources Support Manager (HR). Time Recording Maintain timesheets/clocking and overtime records, using the relevant Morson Edge and Client software and databases, ensuring all inconsistencies are raised with the appropriate Morson or Client, client Management. Payroll - Responsible for accurate and timely collation, input, and submission of data to Payroll, including salary and allowance adjustments and overtime payments. Ensuring that the monthly payroll entries are checked against input and that any inconsistencies are raised with payroll and recorded. Employment Paperwork Raise offer letters, contracts of employment and new starter payroll drafts for new employees. Ensure that documentation and administrative output is produced in a professional and compliant manner and that the management of personnel files and employee correspondence is in accordance with Morson procedures. Produce probation paperwork, annual PDR paperwork, six monthly PDR paperwork and schedule PDR appointments. Health & Welfare Support employees with welfare concerns (training can be provided). Conduct welfare check ins with employees as required and liaise with company occupational health if applicable to support employees. Co-ordination of regular personnel health screening and associated Occupational Health appointments. Other General Tasks Supplier Liaison Arrange training requirements for employees, liaising with training providers and maintaining accurate development and spend trackers. Coordinate travel requirements for Morson staff, liaising with our travel provider and processing any travel expenses incurred via payroll. Support the Resources Support Manager (HR) with administration around benefits such as health care and pensions and undertake health care cash plan and pension broker liaison, including the use of supplier portals. Reward & Recognition Administer good show awards and long service awards in accordance with the instructions and processes in place. Administer and issue staff birthday cards and other gifts. Recruitment To support the Contract Support Officer, you may be required to forward CVs to hiring client, Client Managers, escort applicants, secure meeting rooms and arrange interviews. General Administration Assist in preparation of weekly/monthly/quarterly reports as requested to support contract delivery including preparation of correspondence and PowerPoint presentations. Attend and conduct where necessary contract delivery and review meetings as required. Co-ordinate and organise meetings and conferences, taking meeting notes and distributing as required. Act as chair or notetaker in HR investigations, hearings and disciplinaries. Provide general administration support to the team and management including but not limited to photocopying, filing, raising correspondence, and completing spreadsheets. Alongside colleagues coordinate refreshments for office visitors, in particular Client, client management and any associated housekeeping. Undertake any other duties within capability and experience as directed by the Head of Operations, Contract Support Officer or Resources Support Manager. Maintain a customer is always right ethos with the Client, client management and with Morson employed workers where appropriate. Skills & Attributes Ability to operate in a flexible, organised, consistent and committed manner. Capable of working calmly and accurately under pressure to strict deadlines. Good interpersonal skills and a confident approach to personal communications and the maintenance of discretion and confidentiality. Demonstrates initiative, enthusiasm, and commitment to high quality standards. Ability to communicate with senior management, customers, and staff by effectively expressing ideas and information clearly and concisely in verbal and visual form. Ability to work in a team and to proactively support the team around you. Ability to accept responsibility and willingness to learn new skills. This may include attending courses for personal development and instruction in new process, away from site if necessary. Qualifications & Experience An NVQ LEVEL 3 or equivalent experience in Administration or Business or Personnel Management would be advantageous but not essential. Good working knowledge of office IT applications including MS Word, Powerpoint, Excel and Outlook
We re recruiting for an organised and proactive HR Coordinator & Administrator to join a busy, well-established production business based near Attleborough. This is a varied role supporting HR, payroll, compliance, and general administration, acting as a key contact for managers and employees. This is the perfect role for someone that has experience working for a family-ran business and understands the dynamics of a close-knit, hands-on environment. Key Responsibilities: First point of contact for HR queries Support employee relations processes (disciplinary, grievance, absence) Coordinate recruitment, onboarding, and inductions Track probation reviews and appraisals Maintain HR records and update policies Coordinate training, compliance, and reporting Prepare and process weekly payroll and agency timesheets Administer pensions and support benefits processes Assist with finance admin, payments, and general office support About You: Experience in HR, payroll, or administration Good knowledge of HR processes and employment law Strong organisational and communication skills Confident handling confidential information Proficient in Microsoft Office and HR systems CIPD Level 3 or Level 5 (or working towards) desirable Professional, detail-oriented, proactive, and comfortable working in a fast-paced environment About Contract Personnel: Contract Personnel are one of East Anglia s longest-standing, leading independent recruitment agencies established in 1989. Offering Temporary and Permanent recruitment solutions, we keep you updated with the latest opportunities and support you throughout your job search. Contact Rosie or Hannah at Contract Personnel for more details today!
May 02, 2026
Full time
We re recruiting for an organised and proactive HR Coordinator & Administrator to join a busy, well-established production business based near Attleborough. This is a varied role supporting HR, payroll, compliance, and general administration, acting as a key contact for managers and employees. This is the perfect role for someone that has experience working for a family-ran business and understands the dynamics of a close-knit, hands-on environment. Key Responsibilities: First point of contact for HR queries Support employee relations processes (disciplinary, grievance, absence) Coordinate recruitment, onboarding, and inductions Track probation reviews and appraisals Maintain HR records and update policies Coordinate training, compliance, and reporting Prepare and process weekly payroll and agency timesheets Administer pensions and support benefits processes Assist with finance admin, payments, and general office support About You: Experience in HR, payroll, or administration Good knowledge of HR processes and employment law Strong organisational and communication skills Confident handling confidential information Proficient in Microsoft Office and HR systems CIPD Level 3 or Level 5 (or working towards) desirable Professional, detail-oriented, proactive, and comfortable working in a fast-paced environment About Contract Personnel: Contract Personnel are one of East Anglia s longest-standing, leading independent recruitment agencies established in 1989. Offering Temporary and Permanent recruitment solutions, we keep you updated with the latest opportunities and support you throughout your job search. Contact Rosie or Hannah at Contract Personnel for more details today!
Role Overview The Office Manager plays a central role in ensuring the smooth, compliant, and efficient operation of the business. This role has responsibility across people management (HR), financial administration, IT systems, health & safety, payroll coordination, marketing support, performance reporting, supplier management, and the leadership of an administrative team. Management of Administrative Team Line management of a team of administrators Allocate workloads, set priorities, and monitor performance Provide day-to-day support, coaching, and development Conduct appraisals, one-to-ones, and performance reviews Ensure consistent processes and high standards of administration Identify opportunities to improve efficiency and team capability Human Resources (HR) Recruitment coordination, onboarding, and induction Maintain employee records in line with GDPR Manage contracts, policies, handbooks Support employee relations and performance Coordinate training and appraisals Ensure compliance with UK employment law Financial Accounting & Administration Day-to-day financial administration Process invoices and expenses Reconcile accounts and supplier statements Assist with budgets and cashflow Liaise with external accountants Payroll Administration Collect and submit payroll data Liaise with payroll providers Manage pensions and statutory payments Resolve payroll queries IT & Systems Oversee IT systems and providers Manage access and data security Support system improvements Health & Safety Maintain health & safety policies Coordinate risk assessments Ensure regulatory compliance Marketing & Website Maintain website content Coordinate marketing activity Liaise with agencies Reporting & KPIs Prepare management reports Track KPIs and trends Supplier Management Manage supplier relationships Monitor performance and costs Requirements Requirements & Experience Essential Experience Minimum 5 years' experience in an Office Manager, Senior Administrator, Operations Manager, or similar role Proven experience managing and leading a team of administrators, including workload allocation, performance management, and development Hands on experience across HR administration, including recruitment support, onboarding, employee records, and policy management Strong background in financial administration, including invoicing, expense processing, reconciliation, and working with external accountants Demonstrable experience coordinating or administering payroll, pensions, and statutory payments Experience overseeing IT systems and business software, including liaising with third party IT providers Working knowledge of Health & Safety compliance and office based risk management Experience producing management reports, KPIs, and performance dashboards Proven ability to manage suppliers, contracts, renewals, and service performance Experience supporting or coordinating website updates and basic marketing activity Essential Skills & Knowledge Strong understanding of UK employment legislation, GDPR, and HR best practice Sound financial literacy with confidence handling budgets, costs, and financial controls High competence in Microsoft 365 (Outlook, Word, Excel, Teams) and business systems Excellent organisational skills with the ability to manage multiple priorities Strong people management, communication, and stakeholder engagement skills High levels of accuracy, discretion, and confidentiality Proactive, solutions focused approach with a continuous improvement mindset Desirable Experience Experience working in a multi functional or regulated environment Exposure to system implementation, digital transformation, or process improvement projects Experience supporting senior leadership with operational or strategic reporting Previous involvement in marketing coordination or brand management Qualifications (Desirable) CIPD Level 3 or above (HR) AAT or equivalent finance qualification Health & Safety certification (e.g. IOSH Managing Safely) Relevant management or leadership qualification Personal Attributes Confident leader with a supportive and collaborative management style Self motivated and comfortable working autonomously Calm, professional, and effective under pressure Trusted and credible when handling sensitive business and people matters Adaptable and resilient in a changing business environment Benefits £80,000 OTE Company Pension Good holiday allowance
May 02, 2026
Full time
Role Overview The Office Manager plays a central role in ensuring the smooth, compliant, and efficient operation of the business. This role has responsibility across people management (HR), financial administration, IT systems, health & safety, payroll coordination, marketing support, performance reporting, supplier management, and the leadership of an administrative team. Management of Administrative Team Line management of a team of administrators Allocate workloads, set priorities, and monitor performance Provide day-to-day support, coaching, and development Conduct appraisals, one-to-ones, and performance reviews Ensure consistent processes and high standards of administration Identify opportunities to improve efficiency and team capability Human Resources (HR) Recruitment coordination, onboarding, and induction Maintain employee records in line with GDPR Manage contracts, policies, handbooks Support employee relations and performance Coordinate training and appraisals Ensure compliance with UK employment law Financial Accounting & Administration Day-to-day financial administration Process invoices and expenses Reconcile accounts and supplier statements Assist with budgets and cashflow Liaise with external accountants Payroll Administration Collect and submit payroll data Liaise with payroll providers Manage pensions and statutory payments Resolve payroll queries IT & Systems Oversee IT systems and providers Manage access and data security Support system improvements Health & Safety Maintain health & safety policies Coordinate risk assessments Ensure regulatory compliance Marketing & Website Maintain website content Coordinate marketing activity Liaise with agencies Reporting & KPIs Prepare management reports Track KPIs and trends Supplier Management Manage supplier relationships Monitor performance and costs Requirements Requirements & Experience Essential Experience Minimum 5 years' experience in an Office Manager, Senior Administrator, Operations Manager, or similar role Proven experience managing and leading a team of administrators, including workload allocation, performance management, and development Hands on experience across HR administration, including recruitment support, onboarding, employee records, and policy management Strong background in financial administration, including invoicing, expense processing, reconciliation, and working with external accountants Demonstrable experience coordinating or administering payroll, pensions, and statutory payments Experience overseeing IT systems and business software, including liaising with third party IT providers Working knowledge of Health & Safety compliance and office based risk management Experience producing management reports, KPIs, and performance dashboards Proven ability to manage suppliers, contracts, renewals, and service performance Experience supporting or coordinating website updates and basic marketing activity Essential Skills & Knowledge Strong understanding of UK employment legislation, GDPR, and HR best practice Sound financial literacy with confidence handling budgets, costs, and financial controls High competence in Microsoft 365 (Outlook, Word, Excel, Teams) and business systems Excellent organisational skills with the ability to manage multiple priorities Strong people management, communication, and stakeholder engagement skills High levels of accuracy, discretion, and confidentiality Proactive, solutions focused approach with a continuous improvement mindset Desirable Experience Experience working in a multi functional or regulated environment Exposure to system implementation, digital transformation, or process improvement projects Experience supporting senior leadership with operational or strategic reporting Previous involvement in marketing coordination or brand management Qualifications (Desirable) CIPD Level 3 or above (HR) AAT or equivalent finance qualification Health & Safety certification (e.g. IOSH Managing Safely) Relevant management or leadership qualification Personal Attributes Confident leader with a supportive and collaborative management style Self motivated and comfortable working autonomously Calm, professional, and effective under pressure Trusted and credible when handling sensitive business and people matters Adaptable and resilient in a changing business environment Benefits £80,000 OTE Company Pension Good holiday allowance
We are working with a long standing, established Financial Services firm who are looking to expand their team. We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key. Key responsibilities include: Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients Booking annual review meetings Raising new business invoices Managing the pipeline efficiently and overseeing cases through to completion Handling new business queries from Advisers, clients, and providers The ideal candidate will have: Previous Financial Services experience Excellent planning and organisational skills, with strong attention to detail A professional and friendly telephone manner, with the ability to build rapport with clients Strong time management skills A collaborative approach and the ability to work effectively as part of a team Proficiency in MS Word and Excel Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check.
May 02, 2026
Full time
We are working with a long standing, established Financial Services firm who are looking to expand their team. We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key. Key responsibilities include: Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients Booking annual review meetings Raising new business invoices Managing the pipeline efficiently and overseeing cases through to completion Handling new business queries from Advisers, clients, and providers The ideal candidate will have: Previous Financial Services experience Excellent planning and organisational skills, with strong attention to detail A professional and friendly telephone manner, with the ability to build rapport with clients Strong time management skills A collaborative approach and the ability to work effectively as part of a team Proficiency in MS Word and Excel Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check.
Finance & Compliance Manager (Part-Time, Remote) Whilst this is a remote role, you will need to be a commutable distance from Somerset for training and onboarding. Proposed start date is 1st September 2026. Our client is an innovative charity dedicated to helping students unlock their potential in mathematics. Through enrichment programmes and small-group online tutorials, they support thousands of students each year to develop confidence, reasoning, and problem-solving skills beyond the classroom. The Opportunity This is a brand-new, fully remote position where you'll take the lead on finance, compliance, HR, and operational support. It's a hands-on role with real breadth-perfect for someone who enjoys ownership, autonomy, and variety. You'll play a key role in ensuring the organisation runs smoothly, remains compliant, and continues to scale its impact. Key Duties include: Finance Managing bookkeeping, reconciliations, and financial records Processing income streams (including platforms like JustGiving and Stripe) Gift Aid administration and claims Payroll coordination and HMRC submissions Producing management accounts, cashflow forecasts, and audit-ready reports Managing payment runs, expenses, and credit control Maintaining ledgers, fixed asset registers, and banking systems Compliance Acting as the key contact for regulatory matters Managing Charity Commission reporting and annual returns Ensuring adherence to relevant laws, policies, and the organisation's governing framework HR & Payroll Acting as the first point of contact for payroll and HR queries Administering payroll, pensions, and year-end processes (P60s, P11Ds, etc.) . We are looking for an individual who: Is AAT qualified or qualified by experience, with at least five years of relevant experience within finance, HR and compliance Knowledge of the Charity or Education sectors would be advantageous but not a necessity Has a minimum of 3 years proven payroll processing experience, including knowledge of but not limited to SSP, Maternity and Parental Leave, Sickness, Annual Leave, P60, P11Ds and pension auto enrolment Has integrity, discretion and the ability to deal with confidential information Is tactful, diplomatic and approachable, with the ability to deal assertively with a range of people Has excellent IT, administration and communication skills (both written and verbal with attention to detail) What's on offer: Part-time hours, Monday to Friday 5 hours per day/25 hours per week with the option to increase hours as work demands/your role develops Salary: £35,000 - £45,000 pro rata (£22,000 - £28,000) Training support and a period of handover will be provided by our current support providers A competitive salary commensurate with experience Fully remote working Auto-enrolment employer pension contribution Option to make additional pension contributions through salary sacrifice 25 days holiday plus bank holidays (based on a 5 hour working day) Enhanced sick pay 1 st September 2026 start date desirable Closing date is 1 st July 2026 Hawk 3 Talent Solutions are operating as an employment agency on behalf of its client. To Apply please follow the application process for the site this job is advertised on or email your CV to (url removed). By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website. Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future
May 02, 2026
Full time
Finance & Compliance Manager (Part-Time, Remote) Whilst this is a remote role, you will need to be a commutable distance from Somerset for training and onboarding. Proposed start date is 1st September 2026. Our client is an innovative charity dedicated to helping students unlock their potential in mathematics. Through enrichment programmes and small-group online tutorials, they support thousands of students each year to develop confidence, reasoning, and problem-solving skills beyond the classroom. The Opportunity This is a brand-new, fully remote position where you'll take the lead on finance, compliance, HR, and operational support. It's a hands-on role with real breadth-perfect for someone who enjoys ownership, autonomy, and variety. You'll play a key role in ensuring the organisation runs smoothly, remains compliant, and continues to scale its impact. Key Duties include: Finance Managing bookkeeping, reconciliations, and financial records Processing income streams (including platforms like JustGiving and Stripe) Gift Aid administration and claims Payroll coordination and HMRC submissions Producing management accounts, cashflow forecasts, and audit-ready reports Managing payment runs, expenses, and credit control Maintaining ledgers, fixed asset registers, and banking systems Compliance Acting as the key contact for regulatory matters Managing Charity Commission reporting and annual returns Ensuring adherence to relevant laws, policies, and the organisation's governing framework HR & Payroll Acting as the first point of contact for payroll and HR queries Administering payroll, pensions, and year-end processes (P60s, P11Ds, etc.) . We are looking for an individual who: Is AAT qualified or qualified by experience, with at least five years of relevant experience within finance, HR and compliance Knowledge of the Charity or Education sectors would be advantageous but not a necessity Has a minimum of 3 years proven payroll processing experience, including knowledge of but not limited to SSP, Maternity and Parental Leave, Sickness, Annual Leave, P60, P11Ds and pension auto enrolment Has integrity, discretion and the ability to deal with confidential information Is tactful, diplomatic and approachable, with the ability to deal assertively with a range of people Has excellent IT, administration and communication skills (both written and verbal with attention to detail) What's on offer: Part-time hours, Monday to Friday 5 hours per day/25 hours per week with the option to increase hours as work demands/your role develops Salary: £35,000 - £45,000 pro rata (£22,000 - £28,000) Training support and a period of handover will be provided by our current support providers A competitive salary commensurate with experience Fully remote working Auto-enrolment employer pension contribution Option to make additional pension contributions through salary sacrifice 25 days holiday plus bank holidays (based on a 5 hour working day) Enhanced sick pay 1 st September 2026 start date desirable Closing date is 1 st July 2026 Hawk 3 Talent Solutions are operating as an employment agency on behalf of its client. To Apply please follow the application process for the site this job is advertised on or email your CV to (url removed). By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website. Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future
We are currently partnered with a well established chartered accountancy who are looking for an experienced clients Payroll Admin to join their team. Responsibilities will include but are not limited to: Managing and processing a dedicated portfolio of client payrolls across all pay frequencies Processing starters and leavers Processing BACS payments for salaries and HMRC Administration of statutory payments Calculating and processing pro rata calculations An understanding of key filing deadlines Administration of Auto Enrolment for workplace pensions They are interviewing immediately, please apply if interested. 51284OCR1 INDPAY The Portfolio Group are acting on behalf of our client in recruiting for this position.
May 02, 2026
Contractor
We are currently partnered with a well established chartered accountancy who are looking for an experienced clients Payroll Admin to join their team. Responsibilities will include but are not limited to: Managing and processing a dedicated portfolio of client payrolls across all pay frequencies Processing starters and leavers Processing BACS payments for salaries and HMRC Administration of statutory payments Calculating and processing pro rata calculations An understanding of key filing deadlines Administration of Auto Enrolment for workplace pensions They are interviewing immediately, please apply if interested. 51284OCR1 INDPAY The Portfolio Group are acting on behalf of our client in recruiting for this position.
Pensions Specialist - 12 Month Contract Location: London (Hybrid - 2 days onsite, Tuesdays mandatory) Rate: 33.93 per hour (Umbrella) Start: ASAP Overview An opportunity has arisen for an experienced Pensions Specialist to support the delivery and transition of LGPS administration within a large public sector Shared Services environment. This role will focus on delivering high-quality pension administration and embedding sustainable processes for long-term service delivery. Key Responsibilities Deliver end-to-end LGPS administration (starters, leavers, retirements, estimates) Perform complex pension calculations, including CARE schemes Manage and resolve technical LGPS queries Review submissions to third-party administrators Work closely with Payroll and HR teams Produce and maintain process documentation and guidance Support stakeholder engagement and service transition into BAU Essential Requirements Recent, hands-on LGPS administration experience (essential) Strong knowledge of full pension lifecycle processing Experience using LGPS systems/portals Confident handling complex calculations and queries independently Desirable Experience in HR Shared Services Public sector or local authority background Strong attention to detail and process improvement experience We can only consider applications from those eligible to work in the UK for this position. This position will require some additional checks, to ensure you can access the site worked as needed. For more information on this position, please contact Marika Powell at ARM on (phone number removed) or email your CV and covering letter to . Disclaimer: This vacancy is being advertised by either Advanced Resource Managers Limited, Advanced Resource Managers IT Limited or Advanced Resource Managers Engineering Limited ("ARM"). ARM is a specialist talent acquisition and management consultancy. We provide technical contingency recruitment and a portfolio of more complex resource solutions. Our specialist recruitment divisions cover the entire technical arena, including some of the most economically and strategically important industries in the UK and the world today. We will never send your CV without your permission. Where the role is marked as Outside IR35 in the advertisement this is subject to receipt of a final Status Determination Statement from the end Client and may be subject to change.
May 02, 2026
Contractor
Pensions Specialist - 12 Month Contract Location: London (Hybrid - 2 days onsite, Tuesdays mandatory) Rate: 33.93 per hour (Umbrella) Start: ASAP Overview An opportunity has arisen for an experienced Pensions Specialist to support the delivery and transition of LGPS administration within a large public sector Shared Services environment. This role will focus on delivering high-quality pension administration and embedding sustainable processes for long-term service delivery. Key Responsibilities Deliver end-to-end LGPS administration (starters, leavers, retirements, estimates) Perform complex pension calculations, including CARE schemes Manage and resolve technical LGPS queries Review submissions to third-party administrators Work closely with Payroll and HR teams Produce and maintain process documentation and guidance Support stakeholder engagement and service transition into BAU Essential Requirements Recent, hands-on LGPS administration experience (essential) Strong knowledge of full pension lifecycle processing Experience using LGPS systems/portals Confident handling complex calculations and queries independently Desirable Experience in HR Shared Services Public sector or local authority background Strong attention to detail and process improvement experience We can only consider applications from those eligible to work in the UK for this position. This position will require some additional checks, to ensure you can access the site worked as needed. For more information on this position, please contact Marika Powell at ARM on (phone number removed) or email your CV and covering letter to . Disclaimer: This vacancy is being advertised by either Advanced Resource Managers Limited, Advanced Resource Managers IT Limited or Advanced Resource Managers Engineering Limited ("ARM"). ARM is a specialist talent acquisition and management consultancy. We provide technical contingency recruitment and a portfolio of more complex resource solutions. Our specialist recruitment divisions cover the entire technical arena, including some of the most economically and strategically important industries in the UK and the world today. We will never send your CV without your permission. Where the role is marked as Outside IR35 in the advertisement this is subject to receipt of a final Status Determination Statement from the end Client and may be subject to change.
IFA Administrator Warwick Based Hybrid Working (2 Days WFH) Up to £35,000 DOE 23 Days Holiday + Bank Holidays (increasing with service) Pension, income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work-life balance? Then this could be the role for you. My client believes financial planning is about more than just advice it s about creating a roadmap for a life well-lived. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with. Responsibilities Obtaining and compiling provider information and client-specific illustrations Running risk profiling via FE Analytics and assisting with research Processing and tracking new business submissions across investments, pensions, protection, and mortgages Communicating with clients, updating them on progress, and providing exceptional service Preparing valuation reports, performance documentation, and review checklists Managing fund switches, ensuring compliance with MIFID II requirements Completing withdrawal instructions and maintaining accurate client records Supporting and mentoring colleagues where required Required Experience Minimum 5 years IFA administration experience Excellent communication skills with a client-focused approach Strong product knowledge and compliance awareness Highly organised with exceptional attention to detail Team-oriented, proactive, and adaptable Apply now for this exciting IFA Administrator role!
May 01, 2026
Full time
IFA Administrator Warwick Based Hybrid Working (2 Days WFH) Up to £35,000 DOE 23 Days Holiday + Bank Holidays (increasing with service) Pension, income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work-life balance? Then this could be the role for you. My client believes financial planning is about more than just advice it s about creating a roadmap for a life well-lived. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with. Responsibilities Obtaining and compiling provider information and client-specific illustrations Running risk profiling via FE Analytics and assisting with research Processing and tracking new business submissions across investments, pensions, protection, and mortgages Communicating with clients, updating them on progress, and providing exceptional service Preparing valuation reports, performance documentation, and review checklists Managing fund switches, ensuring compliance with MIFID II requirements Completing withdrawal instructions and maintaining accurate client records Supporting and mentoring colleagues where required Required Experience Minimum 5 years IFA administration experience Excellent communication skills with a client-focused approach Strong product knowledge and compliance awareness Highly organised with exceptional attention to detail Team-oriented, proactive, and adaptable Apply now for this exciting IFA Administrator role!
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join 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 33,000 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. INDTRO
May 01, 2026
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 to join 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 33,000 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. INDTRO
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join 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 £33,000 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
May 01, 2026
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 to join 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 £33,000 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
My client is a well-established Accountancy firm. Based in a friendly and supportive team in Nantwich 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 5 hours per week Flexi start and finish times available Job Description Reporting directly to Payroll Manager 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 small to medium client payrolls Varying payrolls and frequencies 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 several experience Pensions & Autoenrolment A keen eye for detail Strong initiative Enjoy working within a team but have autonomy to work alone Excellent Excel Must have exceptional payroll knowledge answering queries STAR/IRIS experience desirable not essential 51491JT INDPAYN The Portfolio Group are acting on behalf of our client in recruiting for this position.
May 01, 2026
Full time
My client is a well-established Accountancy firm. Based in a friendly and supportive team in Nantwich 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 5 hours per week Flexi start and finish times available Job Description Reporting directly to Payroll Manager 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 small to medium client payrolls Varying payrolls and frequencies 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 several experience Pensions & Autoenrolment A keen eye for detail Strong initiative Enjoy working within a team but have autonomy to work alone Excellent Excel Must have exceptional payroll knowledge answering queries STAR/IRIS experience desirable not essential 51491JT INDPAYN The Portfolio Group are acting on behalf of our client in recruiting for this position.
Pensions Administrator Location: Liverpool City Centre Salary: Competitive - Dependant on experience Contract: Full time, Permanent Contract Hours: Monday to Friday, 9am - 5pm (35 hours per week) An excellent opportunity to join a large financial services business based in Liverpool Centre who is looking to recruit for a Pensions Administrator. This is a fantastic opportunity for someone looking to develop their career within pensions administration with an excellent opportunity for further growth and development within a large firm. The role is offered on a full time basis (Monday to Friday, 9am - 5pm) with a competitive salary depending on experience. The Key Duties: Processing and maintaining accurate pension scheme records. Handling member queries via phone, email, and post in a professional and timely manner. Assisting with scheme events such as retirements, transfers, and renewals. Ensuring compliance with regulatory requirements and company procedures. The Key Requirements of the Pensions Administrator: Previous experience in pensions administration, financial services, or a similar office-based role is desirable. Strong attention to detail and organisational skills. Excellent communication skills, both written and verbal. Ability to work effectively both independently and as part of a team. Good IT skills, including MS Office (Excel, Word, Outlook). Benefits include: A great office atmosphere Outstanding training and development opportunities including industry qualifications Full training and support given Work in a friendly environment with happy and loyal customers Regular staff events 25 days holiday Cycle to work scheme + much more! Skills and knowledge: If this is a role that you would be interested in please apply immediately. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
May 01, 2026
Full time
Pensions Administrator Location: Liverpool City Centre Salary: Competitive - Dependant on experience Contract: Full time, Permanent Contract Hours: Monday to Friday, 9am - 5pm (35 hours per week) An excellent opportunity to join a large financial services business based in Liverpool Centre who is looking to recruit for a Pensions Administrator. This is a fantastic opportunity for someone looking to develop their career within pensions administration with an excellent opportunity for further growth and development within a large firm. The role is offered on a full time basis (Monday to Friday, 9am - 5pm) with a competitive salary depending on experience. The Key Duties: Processing and maintaining accurate pension scheme records. Handling member queries via phone, email, and post in a professional and timely manner. Assisting with scheme events such as retirements, transfers, and renewals. Ensuring compliance with regulatory requirements and company procedures. The Key Requirements of the Pensions Administrator: Previous experience in pensions administration, financial services, or a similar office-based role is desirable. Strong attention to detail and organisational skills. Excellent communication skills, both written and verbal. Ability to work effectively both independently and as part of a team. Good IT skills, including MS Office (Excel, Word, Outlook). Benefits include: A great office atmosphere Outstanding training and development opportunities including industry qualifications Full training and support given Work in a friendly environment with happy and loyal customers Regular staff events 25 days holiday Cycle to work scheme + much more! Skills and knowledge: If this is a role that you would be interested in please apply immediately. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for a highly experienced Financial Planning Administrator to join their Bracknell team and office. Our client is a modern, highly ethical and rewarding employer to work for. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and guidance. This is a hands on role, working alongside experienced team members of Paraplanners and a high producing Financial Planner. Overview of the role is detailed below: Ensure all dealings with clients, providers, staff and any third parties are conducted in a professional and courteous manner Preparing documentation for client meetings, packaging suitability letters, keeping the client files up to date, scanning and printing, keeping detailed file notes Ensuring compliance with regulatory requirements and company policies Maintaining accurate client data, policy information and critical records using the back-office system. Processing new business both online and via paper applications Responding to ad-hoc enquiries, processing letters of authorities, preparing valuations, updating platforms and providers Communicating with clients and providers via phone, email, post and occasionally face to face, assisting with incoming and outgoing post Generally providing administration support Benefits of joining the business: 3 days office/2 days home Up to 10% company discretionary bonus Annual share option issue Private pension Death in service of x4 salary PHI equal to 75% of salary after 6 months of absence We Care Employee Assistance Plan 25 days holiday increasing by one day annually to a max of 30 Day off for your birthday Study leave for relevant exams and paid for qualifications Electric vehicle salary sacrifice scheme Cycle to work scheme Flexible start time from 8.00am to 9.30am - Monday to Friday Our client offers genuine career opportunities for all their staff with excellent management, who are always approachable and on call for further support. This role will undoubtedly suit an individual who has existing financial planning background experiences, but looking to take the next step up in their career. Recruit Wealth has supported this business for many years, we hold them in very high regard with their staff retention, culture, excellent salaries, benefits and industry reputation. Please apply to us here at Recruit Wealth for an immediate response.
May 01, 2026
Full time
Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for a highly experienced Financial Planning Administrator to join their Bracknell team and office. Our client is a modern, highly ethical and rewarding employer to work for. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and guidance. This is a hands on role, working alongside experienced team members of Paraplanners and a high producing Financial Planner. Overview of the role is detailed below: Ensure all dealings with clients, providers, staff and any third parties are conducted in a professional and courteous manner Preparing documentation for client meetings, packaging suitability letters, keeping the client files up to date, scanning and printing, keeping detailed file notes Ensuring compliance with regulatory requirements and company policies Maintaining accurate client data, policy information and critical records using the back-office system. Processing new business both online and via paper applications Responding to ad-hoc enquiries, processing letters of authorities, preparing valuations, updating platforms and providers Communicating with clients and providers via phone, email, post and occasionally face to face, assisting with incoming and outgoing post Generally providing administration support Benefits of joining the business: 3 days office/2 days home Up to 10% company discretionary bonus Annual share option issue Private pension Death in service of x4 salary PHI equal to 75% of salary after 6 months of absence We Care Employee Assistance Plan 25 days holiday increasing by one day annually to a max of 30 Day off for your birthday Study leave for relevant exams and paid for qualifications Electric vehicle salary sacrifice scheme Cycle to work scheme Flexible start time from 8.00am to 9.30am - Monday to Friday Our client offers genuine career opportunities for all their staff with excellent management, who are always approachable and on call for further support. This role will undoubtedly suit an individual who has existing financial planning background experiences, but looking to take the next step up in their career. Recruit Wealth has supported this business for many years, we hold them in very high regard with their staff retention, culture, excellent salaries, benefits and industry reputation. Please apply to us here at Recruit Wealth for an immediate response.
Key Responsibilities Manage Pension Plans : Oversee the administration of various pension plans, to ensure they are compliant with regulations and organisational policies. Record Maintenance : Maintain accurate records of contributions, benefits, and plan changes. Client Communication : Serve as a point of contact for clients, providing guidance and information regarding pension-related inquiries. Process Applications : Review and process retirement applications, ensuring all necessary documentation is complete and accurate. Reporting : Prepare and submit required reports to clients/advisors and regulatory bodies. Qualifications Experience : Relevant experience in pension administration (2 to 4 years minimum). Skills Strong knowledge of pension schemes and regulations Excellent attention to detail and accuracy in data entry and calculations Proficient in using pension administration software and Microsoft Office Suite Effective communication skills to liaise with clients, colleagues, and external stakeholders Ability to prioritize and manage multiple tasks within deadlines Problem-solving and analytical skills to resolve complex pension queries Strong organizational skills to maintain accurate records and documentation Understanding of financial and numerical concepts for pension calculations Ability to work independently and as part of a team in a fast-paced environment Commitment to maintaining confidentiality and data protection standards Day-to-day tasks As a pensions administrator you will: answer customer queries by email, phone or letter use a computer system to check and update records calculate the amount of money people will receive process money paid towards a person's pension transfer benefits from one pension to another arrange the payment of pensions keep up to date with pension and tax laws Supporting Investment and insurance administration
May 01, 2026
Full time
Key Responsibilities Manage Pension Plans : Oversee the administration of various pension plans, to ensure they are compliant with regulations and organisational policies. Record Maintenance : Maintain accurate records of contributions, benefits, and plan changes. Client Communication : Serve as a point of contact for clients, providing guidance and information regarding pension-related inquiries. Process Applications : Review and process retirement applications, ensuring all necessary documentation is complete and accurate. Reporting : Prepare and submit required reports to clients/advisors and regulatory bodies. Qualifications Experience : Relevant experience in pension administration (2 to 4 years minimum). Skills Strong knowledge of pension schemes and regulations Excellent attention to detail and accuracy in data entry and calculations Proficient in using pension administration software and Microsoft Office Suite Effective communication skills to liaise with clients, colleagues, and external stakeholders Ability to prioritize and manage multiple tasks within deadlines Problem-solving and analytical skills to resolve complex pension queries Strong organizational skills to maintain accurate records and documentation Understanding of financial and numerical concepts for pension calculations Ability to work independently and as part of a team in a fast-paced environment Commitment to maintaining confidentiality and data protection standards Day-to-day tasks As a pensions administrator you will: answer customer queries by email, phone or letter use a computer system to check and update records calculate the amount of money people will receive process money paid towards a person's pension transfer benefits from one pension to another arrange the payment of pensions keep up to date with pension and tax laws Supporting Investment and insurance administration
A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team. This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment. Job Title: IFA Administrator Salary: Up to 36,000 DOE Location: Bracknell (3 days office-based) You will provide comprehensive administrative support to Financial Advisers and Paraplanners, working closely with a small team while also managing your own workload. The role combines new business processing with ongoing client servicing, offering strong exposure across the full financial planning lifecycle. Responsibilities include but are not limited to: Supporting Financial Advisers and Paraplanners with day-to-day administration Processing new business applications Maintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standards Preparing documentation for client meetings Handling communications via phone, email, and post Adhering to FCA regulations and the Financial Services and Markets Act Keeping up to date with product, legislative, and regulatory developments What we are looking for: Essential: Previous experience in an IFA / Financial Planning Administrator role Strong understanding of financial products including pensions, investments, and protection High level of IT literacy (Word, Excel, Outlook, Teams) Excellent written and verbal communication skills Highly organised with strong attention to detail, able to manage multiple cases and prioritise effectively Proactive, self-motivated, and solution-focused If you are an experienced IFA Administrator looking for your next step within a professional and forward-thinking firm, we would welcome your application. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
May 01, 2026
Full time
A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team. This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment. Job Title: IFA Administrator Salary: Up to 36,000 DOE Location: Bracknell (3 days office-based) You will provide comprehensive administrative support to Financial Advisers and Paraplanners, working closely with a small team while also managing your own workload. The role combines new business processing with ongoing client servicing, offering strong exposure across the full financial planning lifecycle. Responsibilities include but are not limited to: Supporting Financial Advisers and Paraplanners with day-to-day administration Processing new business applications Maintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standards Preparing documentation for client meetings Handling communications via phone, email, and post Adhering to FCA regulations and the Financial Services and Markets Act Keeping up to date with product, legislative, and regulatory developments What we are looking for: Essential: Previous experience in an IFA / Financial Planning Administrator role Strong understanding of financial products including pensions, investments, and protection High level of IT literacy (Word, Excel, Outlook, Teams) Excellent written and verbal communication skills Highly organised with strong attention to detail, able to manage multiple cases and prioritise effectively Proactive, self-motivated, and solution-focused If you are an experienced IFA Administrator looking for your next step within a professional and forward-thinking firm, we would welcome your application. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
My client is a well-established Accountancy firm. Based in a friendly and supportive team in Chester 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 Client allocation split across the team Varying payrolls and frequencies 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 several experience Pensions & Autoenrolment A keen eye for detail Strong initiative Enjoy working within a team but have autonomy to work alone Excellent Excel Must have exceptional payroll knowledge answering queries Brightpay experience desirable Benefits: 5 hours per week, 7.5 per day Flexi time available 36 days hol inc bank Buy and sell hols 5% pension Life assurance Bonus (Targeted) 51282JTR1 INDPAYN The Portfolio Group are acting on behalf of our client in recruiting for this position.
May 01, 2026
Full time
My client is a well-established Accountancy firm. Based in a friendly and supportive team in Chester 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 Client allocation split across the team Varying payrolls and frequencies 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 several experience Pensions & Autoenrolment A keen eye for detail Strong initiative Enjoy working within a team but have autonomy to work alone Excellent Excel Must have exceptional payroll knowledge answering queries Brightpay experience desirable Benefits: 5 hours per week, 7.5 per day Flexi time available 36 days hol inc bank Buy and sell hols 5% pension Life assurance Bonus (Targeted) 51282JTR1 INDPAYN The Portfolio Group are acting on behalf of our client in recruiting for this position.
Job Title: Assistant Pensions Administrator Location: Cardiff with Hybrid working Salary: £26,250 per annum Job Type: Permanent, Full Time About the role: We are looking for an Assistant Pensions Administrator to join our team and provide a high-quality service to pension scheme members. This role is ideal for someone who enjoys customer contact, is highly organised and thrives in a busy, deadline-driven environment. You will be responsible for answering pension-related queries from members, ensuring accurate and timely responses across multiple communication channels. Key responsibilities include: Responding to member queries via telephone, email, and written correspondence Delivering clear, professional, and empathetic customer service Managing a busy and varied workload, prioritising tasks effectively Meeting internal and external deadlines consistently Maintaining accurate records using a CRM system Liaising with colleagues to resolve queries efficiently Supporting general pensions administration as required About you: We are looking for someone who: Has previous customer service or administration experience Is confident and comfortable speaking on the phone Has excellent organisation and time management skills Can manage multiple tasks while maintaining accuracy Is reliable and deadline-focused Has good IT skills, including experience using CRM systems Has strong written communication skills for letters and emails Knowledge or experience using spreadsheets, including Excel, would be beneficial. Why Quantum? Work for us and you will become part of a close-knit team that is skilled, experienced and passionate about delivering a high-quality consultancy service to our corporate and trustee clients. We offer a friendly place to work with flexible working hours, 24 days' holiday per year with holiday trading, volunteering leave, flexible benefits to suit your personal circumstances, DC pension scheme, and a discretionary annual bonus. You will also be offered a structured study and training plan and will be given the chance to further develop your skills and career. Quantum Advisory is an equal opportunities employer and committed to diversity and inclusion and we are a Disability Confident Committed Employer. A basic DBS check is required for this position. What next? If you are interested in applying for this role, please submit your CV. Please note the closing date for applications is Wednesday 29th April 2026. We reserve the right to close this vacancy early if a high volume of suitable applications are received. Please click on the APPLY button to send your CV for this role. Candidates with experience of; Junior Pensions Caseworker, Pensions Administrator, Pension Data Administrator, Client Services Executive, Customer Service Executive, Office Administrator, Pension Administration may also be considered for this position.
Apr 30, 2026
Full time
Job Title: Assistant Pensions Administrator Location: Cardiff with Hybrid working Salary: £26,250 per annum Job Type: Permanent, Full Time About the role: We are looking for an Assistant Pensions Administrator to join our team and provide a high-quality service to pension scheme members. This role is ideal for someone who enjoys customer contact, is highly organised and thrives in a busy, deadline-driven environment. You will be responsible for answering pension-related queries from members, ensuring accurate and timely responses across multiple communication channels. Key responsibilities include: Responding to member queries via telephone, email, and written correspondence Delivering clear, professional, and empathetic customer service Managing a busy and varied workload, prioritising tasks effectively Meeting internal and external deadlines consistently Maintaining accurate records using a CRM system Liaising with colleagues to resolve queries efficiently Supporting general pensions administration as required About you: We are looking for someone who: Has previous customer service or administration experience Is confident and comfortable speaking on the phone Has excellent organisation and time management skills Can manage multiple tasks while maintaining accuracy Is reliable and deadline-focused Has good IT skills, including experience using CRM systems Has strong written communication skills for letters and emails Knowledge or experience using spreadsheets, including Excel, would be beneficial. Why Quantum? Work for us and you will become part of a close-knit team that is skilled, experienced and passionate about delivering a high-quality consultancy service to our corporate and trustee clients. We offer a friendly place to work with flexible working hours, 24 days' holiday per year with holiday trading, volunteering leave, flexible benefits to suit your personal circumstances, DC pension scheme, and a discretionary annual bonus. You will also be offered a structured study and training plan and will be given the chance to further develop your skills and career. Quantum Advisory is an equal opportunities employer and committed to diversity and inclusion and we are a Disability Confident Committed Employer. A basic DBS check is required for this position. What next? If you are interested in applying for this role, please submit your CV. Please note the closing date for applications is Wednesday 29th April 2026. We reserve the right to close this vacancy early if a high volume of suitable applications are received. Please click on the APPLY button to send your CV for this role. Candidates with experience of; Junior Pensions Caseworker, Pensions Administrator, Pension Data Administrator, Client Services Executive, Customer Service Executive, Office Administrator, Pension Administration may also be considered for this position.
