140 jobs found

Are you an experienced IFA Administrator who thrives in a high-trust role and is ready to step into an Executive PA job supporting Financial Adviser's? This is an excellent opportunity to take on a varied, influential position at the centre of a highly professional advice business. In this role, you will provide first-class executive support to a Senior Adviser while managing a wide range of technical IFA administration tasks. You will be the go-to person for diary management, client coordination, new business processing and preparation of high-quality client materials. This is a highly valued position where your organisation, accuracy and discretion will make a real difference to the Adviser's ability to deliver exceptional client service. Day to day, you will support client meetings, prepare valuations and suitability-related information, process new business, manage provider liaison, track cases through to completion and assist with key projects. You will also act as a trusted gatekeeper, handling sensitive information and ensuring the Adviser's workload, priorities and communications run smoothly. This role would suit someone with strong IFA administration experience who is confident working independently, enjoys responsibility and is looking for a long-term, impactful position. IFA Administrator requirements • You must have a minimum 2 years Financial Services experience with IFA admin background • You should have experience preparing valuations, cashflow inputs and fund switch reports • You should have a strong understanding of IFA processes and FCA compliance • You should have new business processing experience (investments, pensions, protection) • Strong MS Office skills • ideally you should have experience using Curo • Experience handling death claims The Company You will be joining a well-established Independent Financial Advice firm known for professional standards, strong client relationships and a supportive internal culture. The business is continuing to grow steadily, creating development opportunities for dedicated, high-performing team members. IFA Administrator Benefits • Salary up to £35k • Full time office based role • Supportive team culture with long-term career potential • Opportunity to work directly with a Senior Adviser in a trusted position Location Office based in Blaby, Leicester. Ideally you will live within a reasonable commuting distance. If this sounds like the next step you are looking for, we would love to receive your application. 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

This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. You'll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management. The firm will give you full internal support, but the real opportunity here is for an Adviser who thrives on generating their own activity, creating introducer relationships and growing a meaningful client bank over time. In addition, they have an in-house employee benefits team that can assist their corporate clients and produce new clients for personal financial planning. In this role you will: Provide independent advice across pensions, investments, protection and wider financial planning Build strong relationships with new clients through proactive networking, referrals and introductions Manage ongoing review work to maintain high standards of service and ethics Work closely with paraplanners, administrators and compliance to deliver a smooth client experience Stay up to date with regulatory and technical changes to maintain high-quality advice The firm offers flexibility on experience, with packages tailored according to capability, track record and the value you can bring. Financial Adviser Requirements Essential: CAS status as a UK Financial Adviser Essential: Level 4 Diploma in Regulated Financial Planning (or equivalent) Essential: Experience advising on pensions and investments Essential: Clear evidence of proactive business generation (hunter profile) Desirable: Established introducer links or a strong professional network The Company An independent financial planning firm with a strong reputation for delivering holistic, client led advice. They offer full internal support, modern systems and a collaborative team environment, with long term potential for advisers who demonstrate growth and commitment. Financial Adviser Benefits Competitive basic salary likely within £50,000 - £75,000 , depending on experience Performance related bonus structure Full paraplanning, administration and compliance support Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Mixture of seeing clients in their office, clients' home or via Teams Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Location Ideal for candidates within travelling distance of Meriden If this sounds like the right opportunity for you, click Apply to speak with our team. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Pensions Administrator Location: Liverpool City Centre Salary: Competitive - Dependant on experience Contract: Full time, Permanent Contract Hours: Monday to Friday, 9am - 5pm (35 hours per week) An excellent opportunity to join a large financial services business based in Liverpool Centre who is looking to recruit for a Pensions Administrator. This is a fantastic opportunity for someone looking to develop their career within pensions administration with an excellent opportunity for further growth and development within a large firm. The role is offered on a full time basis (Monday to Friday, 9am - 5pm) with a competitive salary depending on experience. The Key Duties: Processing and maintaining accurate pension scheme records. Handling member queries via phone, email, and post in a professional and timely manner. Assisting with scheme events such as retirements, transfers, and renewals. Ensuring compliance with regulatory requirements and company procedures. The Key Requirements of the Pensions Administrator: Previous experience in pensions administration, financial services, or a similar office-based role is desirable. Strong attention to detail and organisational skills. Excellent communication skills, both written and verbal. Ability to work effectively both independently and as part of a team. Good IT skills, including MS Office (Excel, Word, Outlook). Benefits include: A great office atmosphere Outstanding training and development opportunities including industry qualifications Full training and support given Work in a friendly environment with happy and loyal customers Regular staff events 25 days holiday Cycle to work scheme + much more! Skills and knowledge: If this is a role that you would be interested in please apply immediately. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Paraplanner job - an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step. In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients. Your responsibilities will include: Preparing accurate and compliant suitability reports Undertaking detailed product research and financial analysis Supporting Advisers with client review packs and case preparation Managing post meeting actions, liaising with providers and obtaining outstanding information Ensuring files meet compliance and internal documentation standards This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond. Paraplanner Requirements Essential: Experience as a Paraplanner or Senior IFA Administrator Essential: Strong pensions and investments knowledge Essential: Experience writing suitability reports Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it) Desirable: Experience using financial planning software or cashflow tools The Company A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly. Paraplanner Benefits Salary typically in the region of £40,000 - £45,000 depending on experience Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Supportive working environment with long term progression opportunities Location Ideal for candidates within commuting distance of Meriden. If you feel this Paraplanner job may be the right next step in your career, click Apply. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Job title: Trainee Administrator Location: Winchester Type: Full time, Permanent Are you confident with numerical information? Do you have an eye for detail and excellent communication skills? A forward thinking company who have won multiple awards are looking for a trainee administrator to join their experienced team to start or develop their career within Pension Administration. The company combine advanced technology with a personal and client driven approach. Working as part of the Pension Administration Department, you will be involved with the following day to day responsibilities: Producing calculations of member benefits which vary from scheme to scheme, as you gain more experience and skills, the calculations will become more complex Preparing letters to members, clients and advisors Updating databases and data files and using verification processes to check that data has been entered accurately Keeping records up to date and in order Communicating with pension scheme members and clients, dealing with general telephone enquiries on a daily basis Key skills and experience: You will have excellent attention to detail, particularly when working with numerical information Educated to A Level or Degree (Or equivalent), including Maths GCSE Intermediate knowledge of MS Office, including Excel, along with an inquisitive mindset to learn new technology Confident communication skills and a strong team player A flexible and pro-active mindset are a must for this role as you will continue to learn and develop throughout your career The ability to manage and organise your day to day priorities You will be willing to study for professional exams The company are offering an excellent opportunity to start or develop your career within pensions administration, where you will join a successful and supportive team. Offering a comprehensive benefits package including 26 days holiday, plus bank holidays, hybrid working, competitive pension and bonus schemes plus other additional benefits. KnoxRecruit is the trading name of the office support specialism of eXactitude Resourcing Limited and is acting as a recruitment agency in relation to this role. eXactitude complies with all relevant UK legislation and doesn t discriminate on any protected characteristics.

HR and Payroll Administrator Salary: Around 35,000 depending on experience Location: East London Industry: Construction Hours: 8am-5pm Monday - Friday. This role will be full time office based Are you passionate about people and processes? Do you thrive in a dynamic environment where you can make a real difference? If so, our client is looking for a cheerful and detail-oriented HR and Payroll Administrator to join their vibrant team! About the Role: As an HR and Payroll Administrator, you will work alongside the Head of HR and play a crucial role in maintaining the heart of our client's HR operations. You'll be responsible for overseeing the end-to-end payroll processes while ensuring accuracy, compliance, and timely payments. Your expertise will help support the entire employee lifecycle, making you an integral part of the team! Key Responsibilities: Payroll Management: Administer end-to-end monthly payroll processes. Keep employee records, contracts, and HR systems up to date Assist with onboarding, changes, and leavers Be the friendly face and voice for HR and payroll queries from employees and managers. Ensure adherence to employment legislation, company policies, and GDPR requirements. Assist with benefits administration, pensions etc HR Processes Support Provide administrative assistance to the HR team, enhancing overall efficiency and effectiveness. What We're Looking For: Previous experience in HR and payroll administration is beneficial A strong understanding of employment legislation and payroll processes CIPD or studying towards the qualification is beneficial Exceptional attention to detail and accuracy in all tasks. Excellent communication skills, both written and verbal, to engage with diverse teams. Proficiency in HR software and payroll systems. A proactive and positive attitude that embodies our client's values! If you're ready to bring your HR and payroll expertise to a lively and supportive organisation, we want to hear from you! Apply now to be part of a team that values your contributions and is dedicated to making a difference. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

REED is proud to be partnering with a well-established organisation in Plymouth to recruit an experienced HR & Payroll Administrator on a fixed-term basis to cover maternity leave. This is an excellent opportunity for an individual with strong payroll experience and HR administration skills who is seeking stability, variety and the opportunity to work as part of a supportive and professional HR team. About the Role Working closely with the HR team, you will play a key role in ensuring the smooth delivery of payroll services and HR administration across the business. This is a varied and hands-on role requiring strong attention to detail, confidentiality and the ability to work to deadlines. Your responsibilities will include: Processing end-to-end payroll, including overtime, adjustments, starters, leavers, pensions, holiday pay and statutory payments Maintaining accurate and up-to-date HR and payroll records using internal systems Producing payroll reports and responding to payroll-related queries Acting as a first point of contact for employee queries relating to pay, benefits and HR policies Managing HR administration for new starters, leavers and changes to roles or contracts Supporting recruitment administration and onboarding for temporary workers Coordinating occupational health and other employee wellbeing administration Supporting training administration, including scheduling and raising purchase orders Providing general HR administrative support to the wider HR team About You To be successful in this role, you will ideally demonstrate: A minimum of 12 months' experience in a payroll, finance, or HR administration role Confidence handling complex payroll calculations Strong Excel skills , including Pivot Tables, VLOOKUPs and Mail Merge GCSEs (or equivalent) at Grade C / 5 or above in English and Maths Excellent organisational skills, with the ability to manage multiple priorities High attention to detail and a commitment to accuracy A professional, approachable communication style Flexibility to support peak periods, particularly around payroll deadlines Please note that all appointments are subject to satisfactory pre-employment checks in line with company policy. Why Apply? Long-term fixed-term contract offering stability until March 2027 Opportunity to join a reputable organisation with a structured HR function Varied role covering both payroll and HR administration Supportive team environment with clear processes and systems Apply Today If you're an experienced HR & Payroll Administrator looking for your next contract role, apply now

Payroll Officer - Temp - Neath Port Talbot Your New Company: You'll be joining a well-established organisation in South Wales. This role offers an excellent opportunity to gain hands-on experience within a busy payroll function and become an integral part of a supportive team. Your New Role: As Payroll Officer, you'll be responsible for delivering accurate and timely payroll processing while ensuring full compliance with statutory requirements. They are open to various levels of support, from Payroll Administrator up to Senior Payroll Assistant. The role's duties/salary are dependent on your payroll knowledge and experience. Key Responsibilities: Check payroll data for accuracyAdminister pensions, including enrolment and contributionsPrepare and maintain payroll reportsEnsure full compliance with HMRC rules and statutory obligations What You Will Need to Succeed: Experience working in payroll, finance, or a similar administrative functionStrong numerical and analytical skillsExcellent attention to detail and accuracyConfident using payroll or finance systems, plus strong Excel skillsProactive attitude and strong communication skillsImmediately available to start a new role What You Need to Do Now: If this role sounds right for you, click 'apply now' to send your CV or call Louis on .If this job isn't quite right for you, but you are looking for a new position, please get in touch for a confidential discussion about your career. #

Payroll Officer - Temp - Carmarthen Your New Company: You'll be joining a well-established organisation in South Wales. This role offers an excellent opportunity to gain hands-on experience within a busy payroll function and become an integral part of a supportive team. Your New Role: As Payroll Officer, you'll be responsible for delivering accurate and timely payroll processing while ensuring full compliance with statutory requirements. They are open to various levels of support, from Payroll Administrator up to Senior Payroll Assistant. The role's duties/salary are dependent on your payroll knowledge and experience. Key Responsibilities: Check payroll data for accuracyAdminister pensions, including enrolment and contributionsPrepare and maintain payroll reportsEnsure full compliance with HMRC rules and statutory obligations What You Will Need to Succeed: Experience working in payroll, finance, or a similar administrative functionStrong numerical and analytical skillsExcellent attention to detail and accuracyConfident using payroll or finance systems, plus strong Excel skillsProactive attitude and strong communication skillsImmediately available to start a new role What You Need to Do Now: If this role sounds right for you, click 'apply now' to send your CV or call Louis on .If this job isn't quite right for you, but you are looking for a new position, please get in touch for a confidential discussion about your career. #

Due to continued success in delivering innovative solutions to their clients, a new opportunity exists for a positive and proactive Employee Benefits specialist to join their expanding team. If you are able to utilise your expertise to deliver a first class service to clients and colleagues and looking for a professional environment with a client centric approach, this role will be of interest. Working as part of a close knit and professional team, your role will be to deliver a first class service to clients and colleagues. Your role will be varied and requires a well organised and practical individual. The team focuses on delivering bespoke solutions to Corporate Clients. As such, your work will focus on Pensions, PHI, DIS and Critical Illness cover as well as specialist Insurance Schemes such as Keyman. You will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. The successful candidate will have in depth knowledge and understanding of the Employee Benefits process, allied to broad technical knowledge covering all areas of Pension and Group Risk cover. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Employee Benefits, Financial Services, Corporate Benefits, New Business, Client Service, Pensions, Group Risk By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

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

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

My client is an international charity operating in the human rights field. Due to internal changes, they are looking for a solid and experienced HR Administrator to join them on an interim basis. This role will run for approximately 6 months but does have potential to become a permanent part of their HR team. The organisation has an office in the City of London and you will be able to work on a hybrid basis. This is a very fast-paced role and you will be working with people around the world so will need a strong communication skills, able to work independently and have strong experience in an HR admin role. Duties to include running the full HR cycle including on-boarding and off-boarding managing and responding to the very busy HR inbox generating monthly reports using Excel administrative support for pensions and payroll functions monitoring and recording annual leave and HR data using Workday assisting with recruitment administration About you you will need a strong background in HR administration will be proficient with Excel experience of managing high volume queries previous experience working in a global environment background and interest in the charity sector would be highly beneficial knowledge of Workday would be preferred As this is a temporary role, you will be required to start ASAP with minimal or no notice following background checks The candidate will be paid approx. £32,800 on an equivalent hourly rate

Client Relations Administrator Location: Heaton Mersey Department: Client Relationship Team Reporting to: Client Relationship Team Manager Overview We are seeking a highly organised and detail-oriented Client Relations Administrator to join our Client Relationship Team in Heaton Mersey. This role is integral to ensuring the smooth processing of client business and delivering excellent service to both clients and consultants. The ideal candidate will have prior experience within an IFA practice or financial services provider and a solid understanding of pensions and investment products. Key Responsibilities Accurately process a range of financial transactions including: Transfers, top-ups, withdrawals, income payments, contributions Fund switches, Bed & ISA transactions, and protection business Manage cases through to completion, ensuring timely and accurate delivery Develop a strong understanding of third-party provider platforms and processing times Manage your workload effectively using the internal client management system and personal diary Investigate and resolve client and consultant queries efficiently Handle incoming and outgoing post related to new business cases Communicate with clients and providers via telephone and email in a professional manner Maintain accurate and up-to-date client records on the back-office system Ensure compliance with internal procedures and third-party provider requirements Provide reception cover when required, including handling calls, greeting clients, and liaising with suppliers Skills & Experience Minimum 1 year s experience within an IFA practice or financial services provider Understanding of pensions and investment products Strong interpersonal and communication skills Excellent attention to detail and accuracy Highly organised with the ability to multitask and prioritise effectively Self-motivated with a proactive approach to work Professional and confident telephone manner Experience with Intelligent Office (IO) is desirable Salary & Benefits Competitive salary (dependent on experience) Hybrid working following probation (50% office / 50% home-based) Flexible working hours between 8:00am 6:00pm (core hours: 10:00am 4:00pm) 34.5 hours per week Benefits include: 5% employer / 5% employee pension contribution 4x salary life assurance Group income protection (50% of reference salary) Health Cash Plan (Level 1) 25 days annual leave + 8 bank holidays Increasing with service (up to 28+ days) Next Steps If you are a motivated administrator with financial services experience looking to join a supportive and professional team, we would love to hear from you. Apply now or get in touch for more information.

Anderson Knight is currently seeking to recruit an experienced Payroll Administrator to join a well-established service business based in Cumbernauld. Reporting to the Payroll Manager, you will provide efficient quality payroll support and coordination in support of all group companies. The key duties and responsibilities will include: Effective end to end processing of all weekly & monthly payrolls. Knowledge of PAYE/NIC and statutory payments eg redundancy, SMP/SAP, SPP and SSP when running payrolls. Up to date knowledge of auto enrolment Processing new starters, leavers, P45, P60, pensions, auto enrolments, student loans, earnings arrestment s, SSP etc Resolution of employee queries. Meet and exceed all payroll deadlines. The successful candidate must possess the following: Excellent attention to detail Ability to work within a fast paced environment Experience dealing with multiple end to end payrolls Effective communication, time management and organisational skills Good level of punctuality Knowledge of Microsoft Office packages to include Word, Outlook, Excel and PowerPoint This opportunity will provide the ideal candidate with excellent hands on experience within a successful brand together with career progression. To apply for this excellent Senior Payroll Administrator opportunity, please forward your CV in confidence.

Payroll Assistant / Care Charges and Direct Payments Administrator Potters Bar 28,000 per annum Mon-Thurs 9am-5pm, Fri 9am-4pm Are you a competent administrator with payroll or direct payments experience and a keen eye for detail. Do you have a passion for delivering excellent service? Our client, a well-established organisation in Potters Bar, is seeking a Care Charges Administrator to join their friendly and supportive team. Key Responsibilities: Process payroll and maintaining accurate records for direct payment users Manage payroll groupings, including adding/removing reports and sending portal invites Update monthly payroll spreadsheets with notes and processed data Add late payroll to invoice files and create invoices using SAP Action pay rate changes, including increases and hour adjustments Draft ad hoc letters for rent/mortgage applications and employment references Respond to queries on HMRC, pensions, hours and pay rates Handle redundancy and notice period calculations Manage SMP/SSP calculations and related queries Create and maintain holiday records Update systems with new worker details and verify timesheets Maintain front sheets on SAP and ensure correct funding for new accounts Process pensions opt-out requests and chase NI numbers Notify relevant personnel when accounts are set up Support with credit control as required What The Client Is Looking For: Previous experience in payroll admin/direct payments would be useful Strong organisational and time management skills Proficiency in SAP and Excel (or similar systems) Excellent communication skills and attention to detail Ability to work independently and manage multiple tasks What's On Offer: Competitive salary of 28,000 Early finish on Fridays Supportive team environment Opportunity to make a real impact in a vital role Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

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

Transformation Officer Location : Hybrid/London EC2R 7AF, with up to 3 days working from home after an initial period of training Salary : Up to £35,000 a year (depending on relevant knowledge, skills, and experience) Type of contract : Permanent. Full time. 35 hours per week, Monday to Friday Closing date: 8 May 2026 SAUL Trustee Company is a great place to work, whether you re a pensions specialist, an excellent administrator, an HR professional or an IT whizz, we might be the next step in your career! We re the Trustee and administrator of a multi-employer hybrid pension scheme, and a Master Trust, looking after the pensions of more than 80,000 members. We re a friendly team of around 70 people who work part of the week from home and at least two days each week in our central London office. SAUL Trustee Company (STC) is ranked the 23rd Best Company to work for in the UK in 2025 and we have a one-star accreditation as an outstanding place to work. At STC , we are responsible for: • Collecting the money members and employers pay into SAUL • Managing where that money is invested, and • Making sure we pay the right pension to the right person at the right time. We are now recruiting for a Transformation Officer to support the delivery of SAUL s transformation programme by contributing to the planning, delivery, monitoring and embedding of change initiatives across the organisation. Working closely with the Chief Transformation Officer and Transformation Manager, the Transformation Officer will support a range of transformation projects and activities. This includes preparing dashboards and management information, tracking performance against KPIs and benefits, supporting process improvement activity, and working with colleagues across the business to ensure change is understood, adopted and embedded into business as usual. This role requires a proactive and adaptable individual who is comfortable working in a changing environment, able to build effective working relationships, and confident in constructively challenging existing ways of working to support continuous improvement. As our Transformation Officer you will be responsible for: • Supporting the delivery of transformation projects and workstreams, ensuring activities are progressed in line with agreed plans, priorities and governance arrangements. • Assisting with the preparation and maintenance of project documentation, including plans, actions, risks, decisions and progress updates. • Tracking delivery against milestones, KPIs and agreed benefits, escalating risks, issues or dependencies where appropriate. • Contributing to testing, implementation and post implementation review activities, supporting the transition of change into business as usual. • Working with teams across the organisation to understand current processes and identify opportunities for improvement. • Supporting process mapping, review and redesign activities, helping teams to simplify, improve efficiency and strengthen controls, where appropriate. • Using data, insight and evidence to help inform recommendations and support decision making. • Constructively challenge existing ways of working, proposing practical and proportionate improvements aligned to SAUL s strategic objectives. • Preparing and maintaining dashboards and management information to support oversight of the transformation programme. • Working with colleagues across the organisation to understand business processes, challenges and opportunities for improvement. • Supporting change management activities, including communications, engagement sessions, guidance materials and training support, where required. • Providing ad hoc support to the Transformation Manager and Chief Transformation Officer in relation to the transformation programme. This Transformation Officer role would suit someone exposed to change management and project delivery, with experience engaging and influencing stakeholders. It involves improving systems, processes, and ways of working, and making suggestions to achieve better outcomes. To be considered for this role you will need to demonstrate: • Relevant degree or equivalent qualification or equivalent experience • Experience supporting projects or change initiatives • At least two years experience of working in a regulated, financial services or pensions environment • Strong organisation and planning skills • The ability and willingness to support other members of staff and line managers • Confidence using Microsoft Excel, SharePoint, PowerPoint and Word • Computer literacy • Customer focus • Self-motivation • Strong attention to detail • Ability to work well in a team • Positive attitude to change • Ability to work to deadlines and under pressure • Hands on attitude and a willingness to do a variety of tasks, if required • Ability to work alone with minimum supervision • Experience of assessing and responding to non-routine work situations Other desirable knowledge/experience: • Understanding of relevant legislation, regulations, and of The Pension Regulator and implications of non-compliance. • Understanding of pensions administration practices and systems. • Knowledge of User Acceptance Testing and preparing test matrices for others. • Preparing reports, dashboards or management information. • To find out what we offer in more detail, please check our website. To know what we offer in more detail check our website! Please download the job description for further details about the role. If you would like to submit your CV for this role, please click on APPLY today!