• Home
  • Find Jobs
  • Register CV
  • Advertise jobs
  • Employer Pricing
  • IT Jobs
  • Sign in
  • Sign up
  • Home
  • Find Jobs
  • Register CV
  • Advertise jobs
  • Employer Pricing
  • IT Jobs
Sorry, that job is no longer available. Here are some results that may be similar to the job you were looking for.

8 jobs found

Email me jobs like this
Refine Search
Current Search
assistant pensions administrator
Tate
Payroll Assistant/Care Administrator
Tate Potters Bar, Hertfordshire
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.
May 14, 2026
Full time
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.
Senior Pensions Advisor
VOX Consultants
Senior Pensions Adviser West London Initial 3 months ongoing contract Monday to Friday 9am to 5pm (Hybrid/ 2 days in office) £45 per hour umbrella (negitable depending on experience) Responsibilities Calculate and check redundancy payments where required. Process Contributions: Handle all types of pension benefits and contributions with accuracy. Process and check weekly payments, calculating accurately and ensuring they are processed in a timely manner Analyse and manage the monthly employer contribution remittances and schedules Support in the processing of early retirements, provide relevant data to the pensions administrator to enable them to calculate pension benefits and costs to the employer, and liaise with any other parties as necessary to support the accurate and timely provision of this information. Requirements Develop and maintain a high degree of knowledge relating to the Local Government Pension Scheme (LGPS) Regulations, Teachers Pension Scheme (TPS), Discretionary Payments Regulations, the State Pension Scheme, and HM Revenue & Customs (HMRC) and The Pensions Regulator requirements in respect of pensions. Assist the Assistant Pensions Team Manager in maintaining statistical data to monitor the performance of the pension administrator provider, which includes records of payments to and from the Pensions Fund and the accuracy of LGPS deductions from scheme members' pay as calculated by employers. Liaise with scheme employers to ensure that they meet their responsibilities in respect of the accurate and timely provision of all necessary pension information to the administering authority. PLEASE NOTE: All applications are monitored and shortlisted candidates will be contacted via phone call or email.
May 13, 2026
Seasonal
Senior Pensions Adviser West London Initial 3 months ongoing contract Monday to Friday 9am to 5pm (Hybrid/ 2 days in office) £45 per hour umbrella (negitable depending on experience) Responsibilities Calculate and check redundancy payments where required. Process Contributions: Handle all types of pension benefits and contributions with accuracy. Process and check weekly payments, calculating accurately and ensuring they are processed in a timely manner Analyse and manage the monthly employer contribution remittances and schedules Support in the processing of early retirements, provide relevant data to the pensions administrator to enable them to calculate pension benefits and costs to the employer, and liaise with any other parties as necessary to support the accurate and timely provision of this information. Requirements Develop and maintain a high degree of knowledge relating to the Local Government Pension Scheme (LGPS) Regulations, Teachers Pension Scheme (TPS), Discretionary Payments Regulations, the State Pension Scheme, and HM Revenue & Customs (HMRC) and The Pensions Regulator requirements in respect of pensions. Assist the Assistant Pensions Team Manager in maintaining statistical data to monitor the performance of the pension administrator provider, which includes records of payments to and from the Pensions Fund and the accuracy of LGPS deductions from scheme members' pay as calculated by employers. Liaise with scheme employers to ensure that they meet their responsibilities in respect of the accurate and timely provision of all necessary pension information to the administering authority. PLEASE NOTE: All applications are monitored and shortlisted candidates will be contacted via phone call or email.
Marc Daniels
Part Time Payroll Administrator
Marc Daniels Henley-on-thames, Oxfordshire
Marc Daniels are working with a well established company based in Henley-on-Thames seeking a proactive Payroll Assistant to join their team on a part-time basis (22 - 30 hours per week). You will support the processing of multiple payrolls for their clients, ensuring accuracy and compliance. This is an ideal role for someone with payroll experience looking for flexible hours. Key Responsibilities: Manage the end-to-end processing of weekly, fortnightly, and monthly payrolls for approximately 30 -40 employees Assist with inbound calls (approximately 5- 30 calls a day) Input employee data, including starters, leavers, tax codes, pensions, and statutory payments. Check timesheets, overtime, and holiday pay calculations. Ensure accurate RTI (Real Time Information) submissions to HMRC. Administer auto-enrolment and pension contributions. Deal with payroll-related queries from clients and employees promptly. Maintain accurate records and comply with GDPR and HMRC requirements. Provide general administrative support to the payroll and accounts team. Skills and Experience: Previous experience in payroll processing Strong knowledge of UK PAYE, NIC, statutory payments (SSP, SMP, SPP) and pension auto-enrolment. Familiarity with payroll software (e.g. Sage Payroll). High level of accuracy and attention to detail. Good communication and organisational skills. Ability to work independently and as part of a small team. Proficient in Microsoft Office, especially Excel. If you are looking for a role where you wll enjoy being part of an established and supportive team whilst taking ownership of the payroll function and making it your own this could be the role for you. You will be office based for the hours you will work but some flexibility is possible. There is also car parking onsite. By applying you will be registered as a candidate with Marc Daniels Specialist Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your personal data.
May 08, 2026
Full time
Marc Daniels are working with a well established company based in Henley-on-Thames seeking a proactive Payroll Assistant to join their team on a part-time basis (22 - 30 hours per week). You will support the processing of multiple payrolls for their clients, ensuring accuracy and compliance. This is an ideal role for someone with payroll experience looking for flexible hours. Key Responsibilities: Manage the end-to-end processing of weekly, fortnightly, and monthly payrolls for approximately 30 -40 employees Assist with inbound calls (approximately 5- 30 calls a day) Input employee data, including starters, leavers, tax codes, pensions, and statutory payments. Check timesheets, overtime, and holiday pay calculations. Ensure accurate RTI (Real Time Information) submissions to HMRC. Administer auto-enrolment and pension contributions. Deal with payroll-related queries from clients and employees promptly. Maintain accurate records and comply with GDPR and HMRC requirements. Provide general administrative support to the payroll and accounts team. Skills and Experience: Previous experience in payroll processing Strong knowledge of UK PAYE, NIC, statutory payments (SSP, SMP, SPP) and pension auto-enrolment. Familiarity with payroll software (e.g. Sage Payroll). High level of accuracy and attention to detail. Good communication and organisational skills. Ability to work independently and as part of a small team. Proficient in Microsoft Office, especially Excel. If you are looking for a role where you wll enjoy being part of an established and supportive team whilst taking ownership of the payroll function and making it your own this could be the role for you. You will be office based for the hours you will work but some flexibility is possible. There is also car parking onsite. By applying you will be registered as a candidate with Marc Daniels Specialist Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your personal data.
Additional Resources
Payroll Assistant
Additional Resources Dumfries, Dumfriesshire
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.
Optima Recruitment
Assistant Pensions Administrator
Optima Recruitment Winchester, Hampshire
Assistant Pensions Administrator - Winchester Office Department : Pensions Administration Location : Winchester (Hybrid working) Experience : Defined Benefit (DB) schemes Overview Join a team of dedicated pensions professionals delivering high-quality service across multiple DB clients. Gain responsibility, technical skills, and client exposure through structured training and support for professional qualifications. Key Responsibilities Perform DB benefit calculations (manual/system/proforma) Follow case checklists and admin procedures Handle communications with members and third parties Prepare bulk mailings (newsletters, increases, etc.) Apply scheme-specific rules and documentation Ensure compliance with GDPR and admin policies Draft bespoke correspondence Stay updated on legislation (GMP, preservation, tax, etc.) Requirements A-levels or equivalent (degree desirable) Experience in DB pensions administration Working towards APE / CPC qualifications Detail-oriented, organised, and proactive Strong team player with independent working skills Professional approach and willingness to learn Benefits Package Study support and internal training 26 days leave + flexible bank holidays (buy/sell options) Private medical , dental, digital GP, eye care Life assurance , income protection, enhanced parental leave Pension and discretionary bonus Cycle to work , EV salary sacrifice scheme Gym discounts , high street offers Diversity networks : Wellbeing, LGBTQ+, Multicultural, Women's Volunteering opportunities Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice! Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted. By applying for this vacancy, you accept Optima Recruitment Limited's Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
Oct 08, 2025
Full time
Assistant Pensions Administrator - Winchester Office Department : Pensions Administration Location : Winchester (Hybrid working) Experience : Defined Benefit (DB) schemes Overview Join a team of dedicated pensions professionals delivering high-quality service across multiple DB clients. Gain responsibility, technical skills, and client exposure through structured training and support for professional qualifications. Key Responsibilities Perform DB benefit calculations (manual/system/proforma) Follow case checklists and admin procedures Handle communications with members and third parties Prepare bulk mailings (newsletters, increases, etc.) Apply scheme-specific rules and documentation Ensure compliance with GDPR and admin policies Draft bespoke correspondence Stay updated on legislation (GMP, preservation, tax, etc.) Requirements A-levels or equivalent (degree desirable) Experience in DB pensions administration Working towards APE / CPC qualifications Detail-oriented, organised, and proactive Strong team player with independent working skills Professional approach and willingness to learn Benefits Package Study support and internal training 26 days leave + flexible bank holidays (buy/sell options) Private medical , dental, digital GP, eye care Life assurance , income protection, enhanced parental leave Pension and discretionary bonus Cycle to work , EV salary sacrifice scheme Gym discounts , high street offers Diversity networks : Wellbeing, LGBTQ+, Multicultural, Women's Volunteering opportunities Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice! Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted. By applying for this vacancy, you accept Optima Recruitment Limited's Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
Personnel Selection
Pensions Administrator
Personnel Selection Godalming, Surrey
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.
Oct 07, 2025
Full time
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.
Gemini Wealth Management Limited
Financial Technical Analyst / Trainee Paraplanner
Gemini Wealth Management Limited Sutton Coldfield, West Midlands
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Oct 03, 2025
Full time
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Personnel Selection
Pensions Administrator
Personnel Selection Godalming, Surrey
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.
Sep 23, 2025
Full time
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.

Modal Window

  • Blog
  • Contact
  • About Us
  • Terms & Conditions
  • Privacy
  • Employer
  • Post a Job
  • Search Resumes
  • Sign in
  • Job Seeker
  • Find Jobs
  • Create Resume
  • Sign in
  • Facebook
  • Twitter
  • Instagram
  • Pinterest
  • Youtube
Parent and Partner sites: IT Job Board | Search Jobs Near Me | RightTalent.co.uk | Quantity Surveyor jobs | Building Surveyor jobs | Construction Recruitment | Talent Recruiter | London Jobs | Property jobs
© 2008-2026 Jobs Hiring Near Me