Senior Pensions Administrator (DB) Reading Hybrid Permanent Part-time (2 days per week) We're recruiting on behalf of a leading pensions consultancy for an experienced Senior Pensions Administrator to join their Reading team. You'll have strong Defined Benefit (DB) pensions administration experience, be confident with complex/manual calculations, and comfortable checking the work of junior colleagues. At the heart of every pension scheme are its members. That's why our client combines outstanding customer service with technical expertise, robust quality controls, and a supportive team culture. We're now looking for a DB Pensions Administrator to join their growing administration team and help deliver a first-class service to our clients and their members. This role is ideal for someone with existing DB pensions experience who is keen to develop their career within a professional, forward-thinking organisation. The Role As a DB Pensions Administrator, you'll be responsible for delivering accurate, timely, and customer-focused pension administration services across a portfolio of schemes. Your responsibilities will include: Managing a wide range of DC administration activities Updating pension administration systems and databases accurately Logging, scanning, and managing post and correspondence Handling internal and external telephone and written enquiries professionally Running automated system calculations and completing manual benefit calculations where required Producing customer correspondence to draft or final letter standards using electronic document management systems Monitoring procedural developments and supporting the implementation of changes Returning original documentation and certificates to members securely Amending and, with experience, checking non-financial transactions such as changes of address Developing knowledge of assigned clients and their pension schemes Providing informal mentoring and support to junior team members Accurately recording time and meeting utilisation targets Contributing to non-client activities such as training, technical committees, and events About You Essential experience and skills: Proven experience in Defined Contribution (DB) pensions administration (Typically 2+ years' experience, though all applications are considered on merit) A basic knowledge and awareness of the pensions industry Strong numerical aptitude, demonstrated through work experience or qualifications IT-confident, particularly in Microsoft Word, Excel, and Outlook Highly organised with excellent planning and prioritisation skills Able to manage multiple tasks and meet deadlines Accurate, detail-focused, and quality-driven Strong written and verbal communication skills Customer-focused mindset with a commitment to exceeding expectations A proactive, enthusiastic, and flexible approach to work Able to take ownership of tasks and see work through to completion A collaborative team player with good problem-solving skills Qualifications Educated to A-Level, Degree, or equivalent GCSE Maths and English (grade C/5 or above or equivalent) Desirable Willingness to study for a professional pensions qualification (e.g. CPC, DPC, RPC, APMI) A clear commitment to building a long-term career in pensions administration Developing technical knowledge across different pension arrangements (DC, DB, CARE) A continuous-improvement mindset, with an interest in enhancing processes and procedures Strong relationship-building skills with colleagues, clients, and third parties Benefits on offer Competitive salary and annual discretionary bonus 25 days' holiday, with buy/sell flexibility Pension contribution matching Healthcare plans, life assurance, and retailer discounts Flexible benefits scheme, employee assistance programme, and digital GP service Paid volunteering days and opportunities to take part in community initiatives Employee referral bonus for introducing successful candidates A supportive environment that encourages learning, development, and career progression
May 06, 2026
Full time
Senior Pensions Administrator (DB) Reading Hybrid Permanent Part-time (2 days per week) We're recruiting on behalf of a leading pensions consultancy for an experienced Senior Pensions Administrator to join their Reading team. You'll have strong Defined Benefit (DB) pensions administration experience, be confident with complex/manual calculations, and comfortable checking the work of junior colleagues. At the heart of every pension scheme are its members. That's why our client combines outstanding customer service with technical expertise, robust quality controls, and a supportive team culture. We're now looking for a DB Pensions Administrator to join their growing administration team and help deliver a first-class service to our clients and their members. This role is ideal for someone with existing DB pensions experience who is keen to develop their career within a professional, forward-thinking organisation. The Role As a DB Pensions Administrator, you'll be responsible for delivering accurate, timely, and customer-focused pension administration services across a portfolio of schemes. Your responsibilities will include: Managing a wide range of DC administration activities Updating pension administration systems and databases accurately Logging, scanning, and managing post and correspondence Handling internal and external telephone and written enquiries professionally Running automated system calculations and completing manual benefit calculations where required Producing customer correspondence to draft or final letter standards using electronic document management systems Monitoring procedural developments and supporting the implementation of changes Returning original documentation and certificates to members securely Amending and, with experience, checking non-financial transactions such as changes of address Developing knowledge of assigned clients and their pension schemes Providing informal mentoring and support to junior team members Accurately recording time and meeting utilisation targets Contributing to non-client activities such as training, technical committees, and events About You Essential experience and skills: Proven experience in Defined Contribution (DB) pensions administration (Typically 2+ years' experience, though all applications are considered on merit) A basic knowledge and awareness of the pensions industry Strong numerical aptitude, demonstrated through work experience or qualifications IT-confident, particularly in Microsoft Word, Excel, and Outlook Highly organised with excellent planning and prioritisation skills Able to manage multiple tasks and meet deadlines Accurate, detail-focused, and quality-driven Strong written and verbal communication skills Customer-focused mindset with a commitment to exceeding expectations A proactive, enthusiastic, and flexible approach to work Able to take ownership of tasks and see work through to completion A collaborative team player with good problem-solving skills Qualifications Educated to A-Level, Degree, or equivalent GCSE Maths and English (grade C/5 or above or equivalent) Desirable Willingness to study for a professional pensions qualification (e.g. CPC, DPC, RPC, APMI) A clear commitment to building a long-term career in pensions administration Developing technical knowledge across different pension arrangements (DC, DB, CARE) A continuous-improvement mindset, with an interest in enhancing processes and procedures Strong relationship-building skills with colleagues, clients, and third parties Benefits on offer Competitive salary and annual discretionary bonus 25 days' holiday, with buy/sell flexibility Pension contribution matching Healthcare plans, life assurance, and retailer discounts Flexible benefits scheme, employee assistance programme, and digital GP service Paid volunteering days and opportunities to take part in community initiatives Employee referral bonus for introducing successful candidates A supportive environment that encourages learning, development, and career progression
Senior Benefits Administrator The purpose of this role is to be responsible for the completion of the review and compute of all Benefits input and reconciliation. To be able to work to tight deadlines as required in order to deliver the monthly payroll. A team player whose main purpose is to support the Pension, Benefits and Payroll functions through measurable controls who will work closely with the Benefits Admin Team Leader and Benefits Administrators to ensure the successful delivery of compliant submissions within all legal and SOX audit requirements. The Senior Administrator will be responsible for the management of the benefit cases coming into the team ensuring SLA's and KPI's are met. They will be the key contact for all specialist Benefits queries as a first point of escalation. This role is a Maternity Cover Fixed Term Contract until October 2026. What You'll Do Carry out complex administration tasks in accordance with internal processes Act as an escalation point for any complex queries, both internally from the people services team and from the wider business. Assist and train Team members as required Deputise for the Benefits Team Leader as necessary Create and run all required reports, ensuring deadlines are met Maintain a strong understanding of the offerings and workings of the Benefits platform ( MyBenefits Perform pensions calculations, enter pensions data and answer queries to the required standard across all providers Responsible for payroll reconciliation of both DC (Defined contribution) and DB (Defined benefit) schemes Responsible for ensuring all monthly contributions loads are accurate and completed within specified deadlines Building and maintaining a close relationship with the Head of Pensions , ensuring they are aware and involved in all pension related activity, as necessary Works in conjunction with the Head of Pensions, Total Reward COE and Benefits Team Leader to manage the administrative impacts of annual and periodic scheme events, such as pension increases and annual renewal exercises Assist with production of information required for auditors To perform regular reconciliations of the main HR system and the MyBenefits platform ( Benefex) to ensure the records remain accurate and up to date . Working in conjunction with the Total Rewards COE and the Benefits Team Leader to ensure effective delivery of new initiatives What You'll Need Previous pension administration experience, working across multiple schemes and providers, ideally in a Shared Services environment as well as Good communication and "client focused" skills with advanced Excel skills (Vlook Ups / Pivot tables) Previous experience of using PeopleSoft is desirable Previous experience of using a Benefit Platform administered by a third party is desirable Excellent attention to detail Process driven Why CBRE When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realise your full potential. Our Values in Hiring At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
May 06, 2026
Seasonal
Senior Benefits Administrator The purpose of this role is to be responsible for the completion of the review and compute of all Benefits input and reconciliation. To be able to work to tight deadlines as required in order to deliver the monthly payroll. A team player whose main purpose is to support the Pension, Benefits and Payroll functions through measurable controls who will work closely with the Benefits Admin Team Leader and Benefits Administrators to ensure the successful delivery of compliant submissions within all legal and SOX audit requirements. The Senior Administrator will be responsible for the management of the benefit cases coming into the team ensuring SLA's and KPI's are met. They will be the key contact for all specialist Benefits queries as a first point of escalation. This role is a Maternity Cover Fixed Term Contract until October 2026. What You'll Do Carry out complex administration tasks in accordance with internal processes Act as an escalation point for any complex queries, both internally from the people services team and from the wider business. Assist and train Team members as required Deputise for the Benefits Team Leader as necessary Create and run all required reports, ensuring deadlines are met Maintain a strong understanding of the offerings and workings of the Benefits platform ( MyBenefits Perform pensions calculations, enter pensions data and answer queries to the required standard across all providers Responsible for payroll reconciliation of both DC (Defined contribution) and DB (Defined benefit) schemes Responsible for ensuring all monthly contributions loads are accurate and completed within specified deadlines Building and maintaining a close relationship with the Head of Pensions , ensuring they are aware and involved in all pension related activity, as necessary Works in conjunction with the Head of Pensions, Total Reward COE and Benefits Team Leader to manage the administrative impacts of annual and periodic scheme events, such as pension increases and annual renewal exercises Assist with production of information required for auditors To perform regular reconciliations of the main HR system and the MyBenefits platform ( Benefex) to ensure the records remain accurate and up to date . Working in conjunction with the Total Rewards COE and the Benefits Team Leader to ensure effective delivery of new initiatives What You'll Need Previous pension administration experience, working across multiple schemes and providers, ideally in a Shared Services environment as well as Good communication and "client focused" skills with advanced Excel skills (Vlook Ups / Pivot tables) Previous experience of using PeopleSoft is desirable Previous experience of using a Benefit Platform administered by a third party is desirable Excellent attention to detail Process driven Why CBRE When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realise your full potential. Our Values in Hiring At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
Senior Investment Operations Administrator Location: Liverpool City Centre Hours: Monday-Friday, 9am-5pm Salary: Competitive (DOE) Benefits: Excellent benefits package A fantastic opportunity has arisen for an experienced Senior Investment Operations Administrator to join a growing financial services organisation. This senior position sits within the Operations team and plays a key role in regulatory reporting, process improvement, quality assurance and the day-to-day support of Investment Operations. Key Responsibilities Produce, review and quality-assure regulatory reporting and management information Support quarterly client reporting and annual tax reporting cycles Act as an escalation point for complex or technical operational queries Provide training and guidance on investment products, systems and procedures Produce and maintain business requirements and procedural documentation Review, enhance and streamline operational systems, processes and service standards Conduct casework reviews and third-party quality assurance checks Support the implementation of initiatives aimed at reducing risk and improving efficiency What We're Looking For Strong analytical and numerical skills Excellent written and verbal communication abilities Proven experience within financial services, ideally in an Investment Operations environment Good working knowledge of investment-related regulation (e.g. ISAs, pensions, FCA CASS/COBS) Advanced Excel skills with experience handling and analysing large datasets Ability to produce clear, concise business and operational documentation Experience managing initiatives or process improvements end to end High level of attention to detail and accuracy Ability to work autonomously while contributing effectively within a team Qualifications CISI Investment Operations Certificate (IOC) or equivalent qualification If this role is of interest, please email your CV to (url removed) . 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 06, 2026
Full time
Senior Investment Operations Administrator Location: Liverpool City Centre Hours: Monday-Friday, 9am-5pm Salary: Competitive (DOE) Benefits: Excellent benefits package A fantastic opportunity has arisen for an experienced Senior Investment Operations Administrator to join a growing financial services organisation. This senior position sits within the Operations team and plays a key role in regulatory reporting, process improvement, quality assurance and the day-to-day support of Investment Operations. Key Responsibilities Produce, review and quality-assure regulatory reporting and management information Support quarterly client reporting and annual tax reporting cycles Act as an escalation point for complex or technical operational queries Provide training and guidance on investment products, systems and procedures Produce and maintain business requirements and procedural documentation Review, enhance and streamline operational systems, processes and service standards Conduct casework reviews and third-party quality assurance checks Support the implementation of initiatives aimed at reducing risk and improving efficiency What We're Looking For Strong analytical and numerical skills Excellent written and verbal communication abilities Proven experience within financial services, ideally in an Investment Operations environment Good working knowledge of investment-related regulation (e.g. ISAs, pensions, FCA CASS/COBS) Advanced Excel skills with experience handling and analysing large datasets Ability to produce clear, concise business and operational documentation Experience managing initiatives or process improvements end to end High level of attention to detail and accuracy Ability to work autonomously while contributing effectively within a team Qualifications CISI Investment Operations Certificate (IOC) or equivalent qualification If this role is of interest, please email your CV to (url removed) . 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.
Focus Resourcing Group
Newcastle Upon Tyne, Tyne And Wear
Location: Newcastle Employment Type: Permanent, Full Time - Hybrid (first 6 months will be office based) Our client is a prestigious pensions company, and they are now seeking an experienced Senior Pensions Administrator for their busy office in Newcastle. This is a hybrid role with an office presence expected twice per week but will require more office time during the initial 'settling in' period click apply for full job details
May 05, 2026
Full time
Location: Newcastle Employment Type: Permanent, Full Time - Hybrid (first 6 months will be office based) Our client is a prestigious pensions company, and they are now seeking an experienced Senior Pensions Administrator for their busy office in Newcastle. This is a hybrid role with an office presence expected twice per week but will require more office time during the initial 'settling in' period click apply for full job details
Assistant Team Manager - Pensions Administration Croydon or Birmingham We are seeking an experienced Assistant Team Manager to join a growing Pensions Administration team delivering high?quality services to pension scheme clients and members. This role focuses on managing day?to?day administration for a portfolio of schemes (predominantly Defined Benefit), overseeing workloads, ensuring service standards are met, and supporting the development of team members. Location: Croydon or Birmingham preferred (hybrid working). Key Responsibilities of the Assistant Team Manager Oversee and prioritise administration workloads Ensure work meets Service Level Agreements, scheme rules, and legislation Review and quality?check team output Support, train, and mentor team members Attend client and trustee meetings Manage ad?hoc projects and identify non?core fee work Keep up to date with technical and legislative changes Skills & Experience of the Assistant Team Manager Senior Pensions Administrator or Deputy Team Leader experience Strong knowledge of Defined Benefit pension schemes Excellent communication and stakeholder management skills Proven ability to manage deadlines and multiple priorities Experience supervising or developing others What's on Offer Competitive salary and performance?related bonus Study support and salary increases for exam success Ongoing training and career development Supportive, inclusive team environment Disclaimer CCA Recruitment Group is an employment agency with a legitimate interest in providing work finding services. Please be advised that by submitting your CV to CCA Recruitment Group, directly or via any of our job advertisement platforms, and all telephone calls may be recorded for training and auditing purposes, your personal data will be held on our secure internal CRM system indefinitely. The personal data contained therein will not be shared with any third parties without your express consent. As an individual, you have the right to withdraw consent at any time. Following a period of 10 years inactivity your CV will be deleted permanently from our database. This electronic message may contain proprietary and confidential information. The information is intended to be for the use of the individual(s) or entity(ies) named above. If you are not the intended recipient or authorised to receive this e-mail for the intended recipient, you may not use, copy, disclose or distribute to anyone this message or any information contained in this message. If you have received this electronic message in error, please notify me by replying to this e-mail.
May 05, 2026
Full time
Assistant Team Manager - Pensions Administration Croydon or Birmingham We are seeking an experienced Assistant Team Manager to join a growing Pensions Administration team delivering high?quality services to pension scheme clients and members. This role focuses on managing day?to?day administration for a portfolio of schemes (predominantly Defined Benefit), overseeing workloads, ensuring service standards are met, and supporting the development of team members. Location: Croydon or Birmingham preferred (hybrid working). Key Responsibilities of the Assistant Team Manager Oversee and prioritise administration workloads Ensure work meets Service Level Agreements, scheme rules, and legislation Review and quality?check team output Support, train, and mentor team members Attend client and trustee meetings Manage ad?hoc projects and identify non?core fee work Keep up to date with technical and legislative changes Skills & Experience of the Assistant Team Manager Senior Pensions Administrator or Deputy Team Leader experience Strong knowledge of Defined Benefit pension schemes Excellent communication and stakeholder management skills Proven ability to manage deadlines and multiple priorities Experience supervising or developing others What's on Offer Competitive salary and performance?related bonus Study support and salary increases for exam success Ongoing training and career development Supportive, inclusive team environment Disclaimer CCA Recruitment Group is an employment agency with a legitimate interest in providing work finding services. Please be advised that by submitting your CV to CCA Recruitment Group, directly or via any of our job advertisement platforms, and all telephone calls may be recorded for training and auditing purposes, your personal data will be held on our secure internal CRM system indefinitely. The personal data contained therein will not be shared with any third parties without your express consent. As an individual, you have the right to withdraw consent at any time. Following a period of 10 years inactivity your CV will be deleted permanently from our database. This electronic message may contain proprietary and confidential information. The information is intended to be for the use of the individual(s) or entity(ies) named above. If you are not the intended recipient or authorised to receive this e-mail for the intended recipient, you may not use, copy, disclose or distribute to anyone this message or any information contained in this message. If you have received this electronic message in error, please notify me by replying to this e-mail.
Remote or Hybrid Great new contract opportunity for a Pensions SME / Senior SIPP Administrator to join our FinTech client on the south coast with the opportunity to work remotely from anywhere in the UK. This contract will suit someone confident managing complex pension cases end-to-end, while also supporting team performance and maintaining strong operational standards. The successful candidate will work within the 3rd party SIPP pensions administration team at a senior level supporting varied functions across the full end-to-end SIPP pensions lifecycle. With a frequently changing regulatory framework, you will be a dynamic, creative individual that will support existing solutions, and help shape future systems adoption while delivering high level pensions admin services through a transition period whilst the business integrates the servicing of a new pension scheme. The role Fundamentally a Senior SIPP 3rd party full lifecycle Pensions Administrator, you will also provide pensions subject matter expertise on challenging and complex problems. You ll be responsible for delivering high-quality SIPP administration across a varied portfolio, ensuring all work is completed accurately, efficiently, and in line with regulatory requirements. Alongside your own caseload, you ll provide technical support to colleagues and help maintain consistency in team output. Key Duties Oversee the full administration of SIPPs, from onboarding through to ongoing servicing Process a range of transactions including contributions, transfers, and benefit payments Manage drawdown activity and pension payroll calculations Take ownership of more complex or non-standard cases Review and check work completed by others to ensure accuracy and compliance Provide guidance and support to team members on technical queries Assist in improving internal processes and identifying efficiencies Liaise with clients and third parties to resolve queries and maintain service levels Ensure all activity aligns with current regulatory and legislative standards Additional Responsibilities As part of this contract, you will play a key role in supporting the transition of knowledge to the permanent team. This will include: Training members of the internal pensions team on SIPP administration processes and best practices Documenting key procedures, workflows, and technical requirements to support long-term service delivery Supporting a structured handover of responsibilities, ensuring the internal team is confident managing the scheme independently Acting as a subject matter expert during the transition period, providing guidance and clarity on complex areas This element of the role is essential, as the long-term objective is for the existing pensions team to take full ownership of the administration and ongoing servicing of the new pension scheme. Candidate Profile Demonstrable experience working with SIPPs within a pensions administration environment Ability to handle complex cases with minimal supervision Strong working knowledge of relevant regulations and industry standards High level of accuracy and attention to detail Confident communicator with a collaborative approach Able to manage workload effectively in a remote setting Previous experience supporting or mentoring colleagues is advantageous
May 05, 2026
Contractor
Remote or Hybrid Great new contract opportunity for a Pensions SME / Senior SIPP Administrator to join our FinTech client on the south coast with the opportunity to work remotely from anywhere in the UK. This contract will suit someone confident managing complex pension cases end-to-end, while also supporting team performance and maintaining strong operational standards. The successful candidate will work within the 3rd party SIPP pensions administration team at a senior level supporting varied functions across the full end-to-end SIPP pensions lifecycle. With a frequently changing regulatory framework, you will be a dynamic, creative individual that will support existing solutions, and help shape future systems adoption while delivering high level pensions admin services through a transition period whilst the business integrates the servicing of a new pension scheme. The role Fundamentally a Senior SIPP 3rd party full lifecycle Pensions Administrator, you will also provide pensions subject matter expertise on challenging and complex problems. You ll be responsible for delivering high-quality SIPP administration across a varied portfolio, ensuring all work is completed accurately, efficiently, and in line with regulatory requirements. Alongside your own caseload, you ll provide technical support to colleagues and help maintain consistency in team output. Key Duties Oversee the full administration of SIPPs, from onboarding through to ongoing servicing Process a range of transactions including contributions, transfers, and benefit payments Manage drawdown activity and pension payroll calculations Take ownership of more complex or non-standard cases Review and check work completed by others to ensure accuracy and compliance Provide guidance and support to team members on technical queries Assist in improving internal processes and identifying efficiencies Liaise with clients and third parties to resolve queries and maintain service levels Ensure all activity aligns with current regulatory and legislative standards Additional Responsibilities As part of this contract, you will play a key role in supporting the transition of knowledge to the permanent team. This will include: Training members of the internal pensions team on SIPP administration processes and best practices Documenting key procedures, workflows, and technical requirements to support long-term service delivery Supporting a structured handover of responsibilities, ensuring the internal team is confident managing the scheme independently Acting as a subject matter expert during the transition period, providing guidance and clarity on complex areas This element of the role is essential, as the long-term objective is for the existing pensions team to take full ownership of the administration and ongoing servicing of the new pension scheme. Candidate Profile Demonstrable experience working with SIPPs within a pensions administration environment Ability to handle complex cases with minimal supervision Strong working knowledge of relevant regulations and industry standards High level of accuracy and attention to detail Confident communicator with a collaborative approach Able to manage workload effectively in a remote setting Previous experience supporting or mentoring colleagues is advantageous
This Senior IFA Administrator job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Senior IFA Administrator, your duties will include: Processing of new business applications on all types of Pensions, Investments & Protection Liaising with product providers Producing illustrations, comparison quotations including the collating of literature and pre-population of applications Processing letters of authority Updating client portfolios for annual reviews and printing reports Completion of ad hoc administration and requests on behalf of the team Diary management- scheduling/rescheduling appointments Occasional meeting & greeting of clients/visitors to the office Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. IFA Administrator Requirements You must be an experienced Administrator within financial services Ideally you should have experience of one or more of the following: Supporting Financial Advisors Group Scheme Administration Mortgage Administration You must have good written and verbal communication skills Experience with IO would be advantageous but not essential Our client is focused on values driven individuals who are motivated by delivering great service to clients IFA Administrator Benefits Competitive salary up to 40,000 Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone Call us now on (phone number removed) or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
May 04, 2026
Full time
This Senior IFA Administrator job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Senior IFA Administrator, your duties will include: Processing of new business applications on all types of Pensions, Investments & Protection Liaising with product providers Producing illustrations, comparison quotations including the collating of literature and pre-population of applications Processing letters of authority Updating client portfolios for annual reviews and printing reports Completion of ad hoc administration and requests on behalf of the team Diary management- scheduling/rescheduling appointments Occasional meeting & greeting of clients/visitors to the office Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. IFA Administrator Requirements You must be an experienced Administrator within financial services Ideally you should have experience of one or more of the following: Supporting Financial Advisors Group Scheme Administration Mortgage Administration You must have good written and verbal communication skills Experience with IO would be advantageous but not essential Our client is focused on values driven individuals who are motivated by delivering great service to clients IFA Administrator Benefits Competitive salary up to 40,000 Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone Call us now on (phone number removed) or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
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
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
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.
Secondary School Support Administrator / PA Location: Oldham Hours: Monday to Friday, 08:00 - 15:50 Pay Rate: 12.71 per hour My client is looking for an experienced and highly organised School Administrator / PA to join a busy secondary school in Oldham. This is a varied and rewarding role, combining general administrative duties with more specialised support around attendance, exclusions, and suspensions. The successful candidate will play a vital role in supporting the smooth day-to-day running of the school office, while also working closely with senior staff to ensure processes are managed efficiently and in line with school policies. Key Responsibilities Provide comprehensive administrative support to the school office and senior leadership team Act as a first point of contact for staff, students, parents, and external stakeholders, both in person and via phone/email Maintain accurate student records and ensure all data is updated in line with school systems and procedures Support attendance monitoring, including tracking absences, following up on concerns, and producing reports Assist with the administration of exclusions and suspensions, ensuring documentation is accurate, confidential, and compliant with policies Prepare correspondence, reports, and documentation on behalf of senior staff Provide PA support, including diary management, arranging meetings, and taking minutes where required Handle sensitive and confidential information with professionalism and discretion Support wider school operations with additional administrative tasks as needed Requirements Previous experience working within a school environment is essential Strong administrative and organisational skills, with excellent attention to detail Confident using school management systems and Microsoft Office (Word, Excel, Outlook) Excellent communication skills, both written and verbal Ability to manage a varied workload and prioritise tasks effectively in a busy environment Professional, reliable, and able to work independently as well as part of a team A calm and approachable manner, with the ability to deal sensitively with confidential matters About You You are an experienced school administrator who understands the demands of a fast-paced education environment. You are proactive, dependable, and able to juggle multiple responsibilities while maintaining accuracy and professionalism. Your strong interpersonal skills enable you to build positive relationships with staff, students, and parents alike. Brook Street NMR is acting as an Employment Business in relation to this vacancy.
Apr 30, 2026
Seasonal
Secondary School Support Administrator / PA Location: Oldham Hours: Monday to Friday, 08:00 - 15:50 Pay Rate: 12.71 per hour My client is looking for an experienced and highly organised School Administrator / PA to join a busy secondary school in Oldham. This is a varied and rewarding role, combining general administrative duties with more specialised support around attendance, exclusions, and suspensions. The successful candidate will play a vital role in supporting the smooth day-to-day running of the school office, while also working closely with senior staff to ensure processes are managed efficiently and in line with school policies. Key Responsibilities Provide comprehensive administrative support to the school office and senior leadership team Act as a first point of contact for staff, students, parents, and external stakeholders, both in person and via phone/email Maintain accurate student records and ensure all data is updated in line with school systems and procedures Support attendance monitoring, including tracking absences, following up on concerns, and producing reports Assist with the administration of exclusions and suspensions, ensuring documentation is accurate, confidential, and compliant with policies Prepare correspondence, reports, and documentation on behalf of senior staff Provide PA support, including diary management, arranging meetings, and taking minutes where required Handle sensitive and confidential information with professionalism and discretion Support wider school operations with additional administrative tasks as needed Requirements Previous experience working within a school environment is essential Strong administrative and organisational skills, with excellent attention to detail Confident using school management systems and Microsoft Office (Word, Excel, Outlook) Excellent communication skills, both written and verbal Ability to manage a varied workload and prioritise tasks effectively in a busy environment Professional, reliable, and able to work independently as well as part of a team A calm and approachable manner, with the ability to deal sensitively with confidential matters About You You are an experienced school administrator who understands the demands of a fast-paced education environment. You are proactive, dependable, and able to juggle multiple responsibilities while maintaining accuracy and professionalism. Your strong interpersonal skills enable you to build positive relationships with staff, students, and parents alike. Brook Street NMR is acting as an Employment Business in relation to this vacancy.
HR and Payroll Manager Salary: £25,000 per annum (£50,000 per annum is the full-time equivalent). Vacancy Type: Permanent, part-time position working 20 hours per week (0.5 FTE). The Yehudi Menuhin School is seeking a HR and Payroll Manager to deliver accurate, compliant payroll services and a high-quality HR function across the School. The role will ensure compliance with UK employment law and safeguarding requirements while supporting managers and staff through effective HR operations. The start date for this position is 1st August 2026. Job Specification/Key Areas of Responsibility Payroll Management Deliver accurate end-to-end monthly payroll. Maintain payroll records including starters, leavers, contractual changes, deductions and statutory payments. Administer statutory payments (SSP, SMP, SPP, SAP) in line with legislation. Complete HMRC RTI submissions (FPS, EPS) and year-end processes (P60, P45, P11D). Ensure compliance with HMRC regulations, National Insurance, National Minimum Wage and holiday pay requirements. Reconcile payroll data with Finance and produce payroll summaries. Respond to staff queries relating to pay, deductions, leave and timesheets. Pensions and Benefits Administer the Teachers Pension Scheme and The People s Pension, including monthly submissions and auto-enrolment duties. Liaise with auditors on the annual end-of-year audit. Administer staff benefit schemes including Medicash and BUPA. Ensure benefits in kind are correctly reported, working with Finance on P11Ds. Review and advise on potential enhancements to pay and benefit schemes. HR Administration and Employee Relations Maintain the Single Central Register, ensuring safeguarding compliance and inspection readiness. Ensure HR policies and the Staff Handbook are current and legally compliant. Maintain accurate staff records, including contracts, FTE data and personnel files. Advise on contractual and salary changes, ensuring all amendments are documented. Monitor National Minimum Wage changes and assess impact on staff. Support managers with performance management, absence, disciplinary and grievance matters. Manage recruitment, onboarding, induction, probation and exit processes. Coordinate right-to-work checks, mandatory training and compliance documentation. Leadership, Wellbeing and Reporting Line manage and support the HR Administrator. Collaborate with the Director of Wellbeing on staff engagement and wellbeing initiatives. Prepare HR and payroll KPI reports for senior leadership. Support annual pay reviews and assist with payroll budgeting and cost forecasting. Ensure compliance with UK GDPR for employee data. Maintain up-to-date knowledge of payroll and employment legislation. Person Specification Essential Minimum 3 years experience managing end-to-end payroll independently. Comprehensive understanding of UK employment law and payroll legislation. Excellent attention to detail and organisational skills. Professional, confidential and effective communicator. Line management experience. Desirable CIPD Level 5 qualification. Experience within an educational or multi-site organisation. Experience working with the Teachers Pension Scheme. The School is registered with the DBS and successful applicants will be required to complete successfully the Disclosure Procedure at Enhanced level. It is an offence for a person barred from working with children to apply for this post. This post is exempt from the Rehabilitation of Offenders Act 1974 and the amendments to the Exceptions Order 1975, 2013 and 2020. The Yehudi Menuhin School is an Equal Opportunities employer and welcomes applications from all sectors of the community. The deadline for applications is Monday 11 May 2026 at 12 noon, however we reserve the right to appoint sooner and encourage early applications. To Apply If you feel you are a suitable candidate and would like to work for The Yehudi Menuhin School, please click apply to be redirected to our website to complete your application.
Apr 30, 2026
Full time
HR and Payroll Manager Salary: £25,000 per annum (£50,000 per annum is the full-time equivalent). Vacancy Type: Permanent, part-time position working 20 hours per week (0.5 FTE). The Yehudi Menuhin School is seeking a HR and Payroll Manager to deliver accurate, compliant payroll services and a high-quality HR function across the School. The role will ensure compliance with UK employment law and safeguarding requirements while supporting managers and staff through effective HR operations. The start date for this position is 1st August 2026. Job Specification/Key Areas of Responsibility Payroll Management Deliver accurate end-to-end monthly payroll. Maintain payroll records including starters, leavers, contractual changes, deductions and statutory payments. Administer statutory payments (SSP, SMP, SPP, SAP) in line with legislation. Complete HMRC RTI submissions (FPS, EPS) and year-end processes (P60, P45, P11D). Ensure compliance with HMRC regulations, National Insurance, National Minimum Wage and holiday pay requirements. Reconcile payroll data with Finance and produce payroll summaries. Respond to staff queries relating to pay, deductions, leave and timesheets. Pensions and Benefits Administer the Teachers Pension Scheme and The People s Pension, including monthly submissions and auto-enrolment duties. Liaise with auditors on the annual end-of-year audit. Administer staff benefit schemes including Medicash and BUPA. Ensure benefits in kind are correctly reported, working with Finance on P11Ds. Review and advise on potential enhancements to pay and benefit schemes. HR Administration and Employee Relations Maintain the Single Central Register, ensuring safeguarding compliance and inspection readiness. Ensure HR policies and the Staff Handbook are current and legally compliant. Maintain accurate staff records, including contracts, FTE data and personnel files. Advise on contractual and salary changes, ensuring all amendments are documented. Monitor National Minimum Wage changes and assess impact on staff. Support managers with performance management, absence, disciplinary and grievance matters. Manage recruitment, onboarding, induction, probation and exit processes. Coordinate right-to-work checks, mandatory training and compliance documentation. Leadership, Wellbeing and Reporting Line manage and support the HR Administrator. Collaborate with the Director of Wellbeing on staff engagement and wellbeing initiatives. Prepare HR and payroll KPI reports for senior leadership. Support annual pay reviews and assist with payroll budgeting and cost forecasting. Ensure compliance with UK GDPR for employee data. Maintain up-to-date knowledge of payroll and employment legislation. Person Specification Essential Minimum 3 years experience managing end-to-end payroll independently. Comprehensive understanding of UK employment law and payroll legislation. Excellent attention to detail and organisational skills. Professional, confidential and effective communicator. Line management experience. Desirable CIPD Level 5 qualification. Experience within an educational or multi-site organisation. Experience working with the Teachers Pension Scheme. The School is registered with the DBS and successful applicants will be required to complete successfully the Disclosure Procedure at Enhanced level. It is an offence for a person barred from working with children to apply for this post. This post is exempt from the Rehabilitation of Offenders Act 1974 and the amendments to the Exceptions Order 1975, 2013 and 2020. The Yehudi Menuhin School is an Equal Opportunities employer and welcomes applications from all sectors of the community. The deadline for applications is Monday 11 May 2026 at 12 noon, however we reserve the right to appoint sooner and encourage early applications. To Apply If you feel you are a suitable candidate and would like to work for The Yehudi Menuhin School, please click apply to be redirected to our website to complete your application.
An exciting opportunity has arisen for a Payroll Senior to join a well-established accountancy firm. The organisation provides comprehensive accounting, tax, and advisory services to a wide range of clients across Yorkshire and beyond. As a Payroll Senior, you will manage payroll services for multiple clients, ensuring accuracy and timely delivery of all payroll processes. This full-time role offers hybrid working options, salary £30,000 - £35,000 for 35 hours work week and benefits. You will be responsible for: Processing weekly, monthly, and annual payrolls for clients. Managing auto-enrolment workplace pensions and payrolled benefits Ensuring payroll information is accurate and communicated to clients and relevant staff. Submitting Real Time Information (RTI) to HMRC. Handling and resolving payroll queries efficiently. Using Sage 50 Payroll, QuickBooks, and Xero for payroll processing. Staying up to date with payroll legislation and applying it correctly. Preparing and submitting P11D forms. Completing BACS submissions accurately and on time. What we are looking for: Previously worked as a Payroll Senior, Payroll Specialist, Payroll Administrator, Payroll Supervisor, Payroll Executive, Payroll Manager, payroll Lead, Payroll Officer, Payroll Consultant, Senior Payroll Administrator or in a similar role. Experience working in a payroll bureau or practice environment, ideally handling multiple clients. Knowledge of payroll software including Sage 50, QuickBooks, and Xero. Strong communication, leadership, and organisational skills. Comfortable working across multiple client accounts simultaneously. Full UK driving licence. What's on offer: Competitive salary Supportive and inclusive team environment Modern offices with on-site parking Regular team-building and social events Opportunities for ongoing professional development and career progression Apply now for this great Payroll Senior opportunity to join a respected payroll services organisation and develop your career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Oct 08, 2025
Full time
An exciting opportunity has arisen for a Payroll Senior to join a well-established accountancy firm. The organisation provides comprehensive accounting, tax, and advisory services to a wide range of clients across Yorkshire and beyond. As a Payroll Senior, you will manage payroll services for multiple clients, ensuring accuracy and timely delivery of all payroll processes. This full-time role offers hybrid working options, salary £30,000 - £35,000 for 35 hours work week and benefits. You will be responsible for: Processing weekly, monthly, and annual payrolls for clients. Managing auto-enrolment workplace pensions and payrolled benefits Ensuring payroll information is accurate and communicated to clients and relevant staff. Submitting Real Time Information (RTI) to HMRC. Handling and resolving payroll queries efficiently. Using Sage 50 Payroll, QuickBooks, and Xero for payroll processing. Staying up to date with payroll legislation and applying it correctly. Preparing and submitting P11D forms. Completing BACS submissions accurately and on time. What we are looking for: Previously worked as a Payroll Senior, Payroll Specialist, Payroll Administrator, Payroll Supervisor, Payroll Executive, Payroll Manager, payroll Lead, Payroll Officer, Payroll Consultant, Senior Payroll Administrator or in a similar role. Experience working in a payroll bureau or practice environment, ideally handling multiple clients. Knowledge of payroll software including Sage 50, QuickBooks, and Xero. Strong communication, leadership, and organisational skills. Comfortable working across multiple client accounts simultaneously. Full UK driving licence. What's on offer: Competitive salary Supportive and inclusive team environment Modern offices with on-site parking Regular team-building and social events Opportunities for ongoing professional development and career progression Apply now for this great Payroll Senior opportunity to join a respected payroll services organisation and develop your career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
An exciting opportunity has arisen for a Payroll Assistant to join an independent accountancy firm, delivering comprehensive payroll solutions for a diverse range of clients. As a Payroll Assistant, you will manage a portfolio of client payrolls, ensuring accurate, timely, and compliant processing while supporting overall team objectives. This full-time role offers salary circa £24,000 - £28,000 and benefits. You will be responsible for: Processing assigned client payrolls accurately and on schedule. Inputting data and preparing detailed payroll reports. Highlighting anomalies or issues to clients and supporting resolution. Ensuring timely submissions and payments to HMRC, pensions, and other third parties. Maintaining payroll records in line with statutory requirements. Assisting with month-end, year-end, and ad-hoc payroll tasks. Supporting audit readiness and identifying discrepancies or risks. What we are looking for: Previously worked as a Payroll Assistant, Payroll administrator, Payroll Officer, Payroll Clerk, Payroll Executive, Payroll Specialist, Payroll Coordinator, Junior Accountant, Accounts Assistant, Finance Assistant, Bookkeeper, Accounts Semi Senior, Accounts Junior, Accounting Technician or in a similar role. Experience in payroll administration. Knowledge of payroll concepts including PAYE, National Insurance, pensions, holiday pay, SSP, SMP, and related legislation. Ideally have 1 year of payroll experience. Excellent attention to detail and organisational skills. Skilled in Microsoft Excel and familiarity with payroll software. What's on offer: Competitive salary Company pension scheme A supportive and professional work environment with opportunities for development. Apply now for this great Payroll Assistant opportunity to join a respected payroll services organisation and develop your career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Oct 08, 2025
Full time
An exciting opportunity has arisen for a Payroll Assistant to join an independent accountancy firm, delivering comprehensive payroll solutions for a diverse range of clients. As a Payroll Assistant, you will manage a portfolio of client payrolls, ensuring accurate, timely, and compliant processing while supporting overall team objectives. This full-time role offers salary circa £24,000 - £28,000 and benefits. You will be responsible for: Processing assigned client payrolls accurately and on schedule. Inputting data and preparing detailed payroll reports. Highlighting anomalies or issues to clients and supporting resolution. Ensuring timely submissions and payments to HMRC, pensions, and other third parties. Maintaining payroll records in line with statutory requirements. Assisting with month-end, year-end, and ad-hoc payroll tasks. Supporting audit readiness and identifying discrepancies or risks. What we are looking for: Previously worked as a Payroll Assistant, Payroll administrator, Payroll Officer, Payroll Clerk, Payroll Executive, Payroll Specialist, Payroll Coordinator, Junior Accountant, Accounts Assistant, Finance Assistant, Bookkeeper, Accounts Semi Senior, Accounts Junior, Accounting Technician or in a similar role. Experience in payroll administration. Knowledge of payroll concepts including PAYE, National Insurance, pensions, holiday pay, SSP, SMP, and related legislation. Ideally have 1 year of payroll experience. Excellent attention to detail and organisational skills. Skilled in Microsoft Excel and familiarity with payroll software. What's on offer: Competitive salary Company pension scheme A supportive and professional work environment with opportunities for development. Apply now for this great Payroll Assistant opportunity to join a respected payroll services organisation and develop your career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Due to a number of New Business wins my client, an award winning Pension Consultancy, currently seek a talented Senior Administrator to join their friendly, award winning, Defined Benefit team. The role will involve prioritising the day to day workload of the team and assisting the Administration Manager in ensuring that the team runs smoothly. Duties will include: Ensuring that an effective pension administration service is provided to all clients Ensuring that client work is completed with SLA's and deadlines Handling more complex pension tasks such as calculations and scheme project work Being a point of contact for a portfolio of clients as well as trustees and senior scheme members Involvement in annual projects such as renewals, benefit statements and pension increases Providing advice and guidance to less experienced colleagues Provide input regarding process and procedural change Applicants must possess good knowledge of Defined Benefit (DB) pension schemes with the ability to perform a range of complex calculations including leavers, retirements, deaths and transfers in and out. You are likely to possess around 3 plus years technical experience from a Third Party or In-House background along with strong numeracy, communication and organisation skills. This is a great opportunity to join a highly respected pension consultancy which offers a great working environment, generous benefits, hybrid working, and great prospects for development.
Oct 08, 2025
Full time
Due to a number of New Business wins my client, an award winning Pension Consultancy, currently seek a talented Senior Administrator to join their friendly, award winning, Defined Benefit team. The role will involve prioritising the day to day workload of the team and assisting the Administration Manager in ensuring that the team runs smoothly. Duties will include: Ensuring that an effective pension administration service is provided to all clients Ensuring that client work is completed with SLA's and deadlines Handling more complex pension tasks such as calculations and scheme project work Being a point of contact for a portfolio of clients as well as trustees and senior scheme members Involvement in annual projects such as renewals, benefit statements and pension increases Providing advice and guidance to less experienced colleagues Provide input regarding process and procedural change Applicants must possess good knowledge of Defined Benefit (DB) pension schemes with the ability to perform a range of complex calculations including leavers, retirements, deaths and transfers in and out. You are likely to possess around 3 plus years technical experience from a Third Party or In-House background along with strong numeracy, communication and organisation skills. This is a great opportunity to join a highly respected pension consultancy which offers a great working environment, generous benefits, hybrid working, and great prospects for development.
Service Service Employment Agency Limited
Bury St. Edmunds, Suffolk
My client is a boutique advice practice based on the outskirts of Bury St. Edmunds. My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification: You will take phone calls in a professional and courteous manner and deal with a range of enquiries or transfer to another member of staff where appropriate You will maintain up to date records of vital communication with providers and clients You will deal with queries on existing business on behalf of advisers or clients You will manage the daily incoming post for advisers, ensuring copies are backed up and relevant information is added to my clients back office system You will correspond directly with clients to make/adjust appointments and manage adviser's diaries You will prepare client files including proposition documents, anti-money laundering evidence and agency transfer forms You will generate detailed and accurate material for review meetings, including portfolio reports, investment analysis and Dynamic Planner reports You will complete post client review tasks, including outcome letters, instructing transactions and ensure all regulatory requirements have been met You will provide a high standard of record keeping ensuring all cases are fully compliant and centralised company registers are updated You will process new business, liaising closely between the advisers and providers and ensuring that all compliance requirements are met You will run quotes on a range of platforms and across various products You will compile reports for existing business and new cases You will maintain a high standard of organisation, including emails, back-office systems, company spreadsheets and shared folders. Key Skills: Compliance & regulatory adherence Accurate record-keeping & case management Portfolio reporting & investment analysis New business processing & provider liaison Financial product knowledge & quoting systems Client communication & relationship management Professional telephone & written correspondence Great organisation & time management IT proficiency (back-office systems, spreadsheets, platforms) Problem-solving & query resolution Team collaboration & workflow coordination Benefits: 22 days holiday plus bank holiday (office closed at Christmas) - holiday allowance increases with service Death in Service life cover policy PMI Private Pensions Scheme 9:00 -17:30 office hours (with some flex and hybrid working) Professional qualifications supported and paid for A progressive firm who promote from within
Oct 08, 2025
Full time
My client is a boutique advice practice based on the outskirts of Bury St. Edmunds. My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification: You will take phone calls in a professional and courteous manner and deal with a range of enquiries or transfer to another member of staff where appropriate You will maintain up to date records of vital communication with providers and clients You will deal with queries on existing business on behalf of advisers or clients You will manage the daily incoming post for advisers, ensuring copies are backed up and relevant information is added to my clients back office system You will correspond directly with clients to make/adjust appointments and manage adviser's diaries You will prepare client files including proposition documents, anti-money laundering evidence and agency transfer forms You will generate detailed and accurate material for review meetings, including portfolio reports, investment analysis and Dynamic Planner reports You will complete post client review tasks, including outcome letters, instructing transactions and ensure all regulatory requirements have been met You will provide a high standard of record keeping ensuring all cases are fully compliant and centralised company registers are updated You will process new business, liaising closely between the advisers and providers and ensuring that all compliance requirements are met You will run quotes on a range of platforms and across various products You will compile reports for existing business and new cases You will maintain a high standard of organisation, including emails, back-office systems, company spreadsheets and shared folders. Key Skills: Compliance & regulatory adherence Accurate record-keeping & case management Portfolio reporting & investment analysis New business processing & provider liaison Financial product knowledge & quoting systems Client communication & relationship management Professional telephone & written correspondence Great organisation & time management IT proficiency (back-office systems, spreadsheets, platforms) Problem-solving & query resolution Team collaboration & workflow coordination Benefits: 22 days holiday plus bank holiday (office closed at Christmas) - holiday allowance increases with service Death in Service life cover policy PMI Private Pensions Scheme 9:00 -17:30 office hours (with some flex and hybrid working) Professional qualifications supported and paid for A progressive firm who promote from within
Senior Wealth Administrator Boutique financial advice firm - Horsham offices Supporting established advisers £30k - £40k plus bonuses and benefits The Business My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with. The Role The Managing Director is creating a brand-new role for a Financial Administrator who will be responsible for the end to end administration with all their exiting clients and all the new business coming in. The team are incredibly busy and need someone who doesn't need training and knows the end to end process with financial admin within a wealth planning practice. This will include but is not limited to: creating meeting packs, onboarding new clients, prepping for annual reviews, managing the back office systems, being a point of contact for all clients and providers and ad hoc support to the advisers to ensure the smooth running of the business. If this role sounds of interest or any other roles I am working on please get in touch.
Oct 08, 2025
Full time
Senior Wealth Administrator Boutique financial advice firm - Horsham offices Supporting established advisers £30k - £40k plus bonuses and benefits The Business My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with. The Role The Managing Director is creating a brand-new role for a Financial Administrator who will be responsible for the end to end administration with all their exiting clients and all the new business coming in. The team are incredibly busy and need someone who doesn't need training and knows the end to end process with financial admin within a wealth planning practice. This will include but is not limited to: creating meeting packs, onboarding new clients, prepping for annual reviews, managing the back office systems, being a point of contact for all clients and providers and ad hoc support to the advisers to ensure the smooth running of the business. If this role sounds of interest or any other roles I am working on please get in touch.
Senior Pensions Project Analyst We are seeking a Senior pensions project administrator/analyst to work in our newly created specialist Administration Project Implementations Team. You will be responsible for the delivery and technical aspects of administration projects. The types of projects you may be asked to work on will include, but is not limited to, the following: GMP reconciliation projects; GMP Equalisation projects; benefit analysis and rectification work; De-risking activity including projects relating to insurance transactions; individual technical or high priority cases; data work; CETV Top Up Exercises and No Further Liability exercises. This role can be based in our Leeds, Manchester, Edinburgh, Glasgow, Belfast, Reading, Birmingham, Bristol or Croydon offices with a hybrid workstyle. What does the role entail? Project Delivery: Involvement in the planning, execution, and monitoring of pension administration projects, ensuring they are completed on time and within budget. Data Analysis: Perform data analysis and validation to ensure the accuracy and integrity of pension data. Identify and resolve discrepancies under supervision. Reporting: Prepare regular project status reports and maintenance of project trackers, highlighting key milestones, risks, and issues. Provide recommendations for improvement where necessary. Compliance: Ensure all project activities comply with relevant regulations, industry standards, and internal policies. Stay updated on changes in pension legislation and best practices. Stakeholder Management: Collaborate with internal and external stakeholders, including clients, team members, and third-party providers, to ensure effective communication and project delivery. Process Improvement: Identify opportunities for process improvements and efficiencies within pension administration projects. Implement best practices and innovative solutions to enhance service delivery. Documentation: Maintain comprehensive project documentation, including project plans, risk registers, and issue logs. Ensure all documentation is accurate, up-to-date, and easily accessible. Training and Support: Provide support to team members and clients on project-related activities and pension administration processes. What we're looking for Demonstrable experience of delivering and taking responsibility of managing administration services to Defined Benefit pension schemes. Demonstrable experience working on and delivering bulk projects including GMP, Data Rectification or De-risking. Experience being responsible for supporting and assisting junior staff members. Strong analytical and problem-solving skills, with a keen eye for detail. Excellent communication and interpersonal skills, with the ability to build and maintain effective relationships with stakeholders. Strong organisational and time management skills, with the ability to manage multiple tasks simultaneously. Experience of working in a third-party administration environment. Proficiency in MS Office Suite, particularly excel. Willingness to learn and develop in the field of pensions administration. Technical pensions and legislative knowledge and understanding would be advantageous. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work You can find out more about us and the benefits we offer on our careers website. What's next? Click on the 'apply' and follow the simple application process on-line. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask.
Oct 08, 2025
Full time
Senior Pensions Project Analyst We are seeking a Senior pensions project administrator/analyst to work in our newly created specialist Administration Project Implementations Team. You will be responsible for the delivery and technical aspects of administration projects. The types of projects you may be asked to work on will include, but is not limited to, the following: GMP reconciliation projects; GMP Equalisation projects; benefit analysis and rectification work; De-risking activity including projects relating to insurance transactions; individual technical or high priority cases; data work; CETV Top Up Exercises and No Further Liability exercises. This role can be based in our Leeds, Manchester, Edinburgh, Glasgow, Belfast, Reading, Birmingham, Bristol or Croydon offices with a hybrid workstyle. What does the role entail? Project Delivery: Involvement in the planning, execution, and monitoring of pension administration projects, ensuring they are completed on time and within budget. Data Analysis: Perform data analysis and validation to ensure the accuracy and integrity of pension data. Identify and resolve discrepancies under supervision. Reporting: Prepare regular project status reports and maintenance of project trackers, highlighting key milestones, risks, and issues. Provide recommendations for improvement where necessary. Compliance: Ensure all project activities comply with relevant regulations, industry standards, and internal policies. Stay updated on changes in pension legislation and best practices. Stakeholder Management: Collaborate with internal and external stakeholders, including clients, team members, and third-party providers, to ensure effective communication and project delivery. Process Improvement: Identify opportunities for process improvements and efficiencies within pension administration projects. Implement best practices and innovative solutions to enhance service delivery. Documentation: Maintain comprehensive project documentation, including project plans, risk registers, and issue logs. Ensure all documentation is accurate, up-to-date, and easily accessible. Training and Support: Provide support to team members and clients on project-related activities and pension administration processes. What we're looking for Demonstrable experience of delivering and taking responsibility of managing administration services to Defined Benefit pension schemes. Demonstrable experience working on and delivering bulk projects including GMP, Data Rectification or De-risking. Experience being responsible for supporting and assisting junior staff members. Strong analytical and problem-solving skills, with a keen eye for detail. Excellent communication and interpersonal skills, with the ability to build and maintain effective relationships with stakeholders. Strong organisational and time management skills, with the ability to manage multiple tasks simultaneously. Experience of working in a third-party administration environment. Proficiency in MS Office Suite, particularly excel. Willingness to learn and develop in the field of pensions administration. Technical pensions and legislative knowledge and understanding would be advantageous. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work You can find out more about us and the benefits we offer on our careers website. What's next? Click on the 'apply' and follow the simple application process on-line. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask.
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 07, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
