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.
May 24, 2026
Full time
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.
Independent Financial Adviser Newark, Existing Client Bank, Career Development The Job An exciting opportunity has arisen for an Independent Financial Adviser to join our client in their Wealth Management team. The successful candidate will provide high-quality advice across investments, pensions and wider financial planning matters, delivering a comprehensive and client-focused service. This role requires a proactive and self-motivated individual who can develop and manage strong client relationships while ensuring all work is completed compliantly and in line with FCA regulations. Key responsibilities include: Providing ongoing financial advice and support to existing clients Developing new financial services business alongside Partners and Fee Earners Reviewing client portfolios in line with ongoing service agreements Identifying client needs and researching the market to provide suitable recommendations Maintaining high performance and client care standards Keeping the firm s case management system fully up to date Ensuring all business activities are conducted compliantly and efficiently Working in accordance with firm policies, FCA regulations and best practice standards Cooperating fully with the Compliance Manager and Money Laundering Reporting Officer Occasional travel to other offices may be required The Candidate The ideal candidate will hold a diploma-level financial services qualification. They will possess a strong understanding of investments, pensions and inheritance tax planning, alongside excellent communication and relationship management skills. Candidates should also demonstrate: Strong Microsoft Office skills, including Word, Excel and PowerPoint A strategic yet hands-on approach to work Excellent analytical and problem-solving abilities The ability to build strong working relationships at all levels The ability to work effectively under pressure and to deadlines A proactive attitude with strong integrity and empathy Team-oriented mindset with a good sense of humour Desirable experience includes: Degree-level education or equivalent experience Trust investment experience Experience using case management systems Understanding of confidentiality and data protection requirements The Package Monday to Friday working hours (9:00am - 5:15pm) Competitive salary depending on experience Regular performance related salary review Competitive holiday allowance Employee assistance programme Salary exchange pension scheme Life assurance (3x salary) Income protection Staff discount Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored - offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
May 24, 2026
Full time
Independent Financial Adviser Newark, Existing Client Bank, Career Development The Job An exciting opportunity has arisen for an Independent Financial Adviser to join our client in their Wealth Management team. The successful candidate will provide high-quality advice across investments, pensions and wider financial planning matters, delivering a comprehensive and client-focused service. This role requires a proactive and self-motivated individual who can develop and manage strong client relationships while ensuring all work is completed compliantly and in line with FCA regulations. Key responsibilities include: Providing ongoing financial advice and support to existing clients Developing new financial services business alongside Partners and Fee Earners Reviewing client portfolios in line with ongoing service agreements Identifying client needs and researching the market to provide suitable recommendations Maintaining high performance and client care standards Keeping the firm s case management system fully up to date Ensuring all business activities are conducted compliantly and efficiently Working in accordance with firm policies, FCA regulations and best practice standards Cooperating fully with the Compliance Manager and Money Laundering Reporting Officer Occasional travel to other offices may be required The Candidate The ideal candidate will hold a diploma-level financial services qualification. They will possess a strong understanding of investments, pensions and inheritance tax planning, alongside excellent communication and relationship management skills. Candidates should also demonstrate: Strong Microsoft Office skills, including Word, Excel and PowerPoint A strategic yet hands-on approach to work Excellent analytical and problem-solving abilities The ability to build strong working relationships at all levels The ability to work effectively under pressure and to deadlines A proactive attitude with strong integrity and empathy Team-oriented mindset with a good sense of humour Desirable experience includes: Degree-level education or equivalent experience Trust investment experience Experience using case management systems Understanding of confidentiality and data protection requirements The Package Monday to Friday working hours (9:00am - 5:15pm) Competitive salary depending on experience Regular performance related salary review Competitive holiday allowance Employee assistance programme Salary exchange pension scheme Life assurance (3x salary) Income protection Staff discount Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored - offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
Job Title: Practice Manager Location: Cramlington, Northumberland Contract Type: Permanent / Full Time Salary: £35,000 - £43,000 per annum, depending on experience An excellent opportunity has arisen for an experienced Practice Manager to join a thriving and professional financial services business. This Practice Manager role is ideal for someone who enjoys overseeing operations, driving efficiency, and delivering exceptional client service within a fast-paced environment. About the Company Our client operates within the wealth management and financial planning sector, supporting clients with investments, pensions, and long-term financial strategies. They are known for high standards, strong client relationships, and a collaborative team culture. The Role As a Practice Manager, you will take ownership of day-to-day operations, ensuring processes run smoothly from initial enquiry through to completion. The Practice Manager will work closely with advisers and administrators, maintaining compliance, managing workloads, and ensuring the highest standards of service delivery. Key Responsibilities: Oversee daily operational activity and team performance Manage workflows, priorities, and administrative processes Ensure compliance with industry and regulatory standards Support the end-to-end client journey, including documentation and follow-ups Liaise with advisers, providers, and clients to progress cases Conduct quality checks and maintain accurate records About You Proven experience within financial services Strong understanding of investments, pensions, or financial planning Excellent organisational and leadership skills High attention to detail and ability to prioritise workloads Confident communication and stakeholder management If you are a motivated Practice Manager looking to take the next step in your career within a supportive and professional environment, we would love to hear from you. We re committed to promoting inclusive opportunities. If you re excited about this Practice Manager role but don t meet every single requirement, we still encourage you to apply your unique perspective could be exactly what they re looking for.
May 23, 2026
Full time
Job Title: Practice Manager Location: Cramlington, Northumberland Contract Type: Permanent / Full Time Salary: £35,000 - £43,000 per annum, depending on experience An excellent opportunity has arisen for an experienced Practice Manager to join a thriving and professional financial services business. This Practice Manager role is ideal for someone who enjoys overseeing operations, driving efficiency, and delivering exceptional client service within a fast-paced environment. About the Company Our client operates within the wealth management and financial planning sector, supporting clients with investments, pensions, and long-term financial strategies. They are known for high standards, strong client relationships, and a collaborative team culture. The Role As a Practice Manager, you will take ownership of day-to-day operations, ensuring processes run smoothly from initial enquiry through to completion. The Practice Manager will work closely with advisers and administrators, maintaining compliance, managing workloads, and ensuring the highest standards of service delivery. Key Responsibilities: Oversee daily operational activity and team performance Manage workflows, priorities, and administrative processes Ensure compliance with industry and regulatory standards Support the end-to-end client journey, including documentation and follow-ups Liaise with advisers, providers, and clients to progress cases Conduct quality checks and maintain accurate records About You Proven experience within financial services Strong understanding of investments, pensions, or financial planning Excellent organisational and leadership skills High attention to detail and ability to prioritise workloads Confident communication and stakeholder management If you are a motivated Practice Manager looking to take the next step in your career within a supportive and professional environment, we would love to hear from you. We re committed to promoting inclusive opportunities. If you re excited about this Practice Manager role but don t meet every single requirement, we still encourage you to apply your unique perspective could be exactly what they re looking for.
Finance Manager Vacancy / Edinburgh / Hybrid / 50k - 60k Job Title: Finance Manager Location: Hybrid Role Type: Permanent Salary: 50k - 60k About the Organisation We are a high-growth professional services business operating within the technology space, delivering specialist solutions to a broad client base across the UK. Over recent years, the organisation has undergone significant transformation and continues to invest heavily in its people, systems, and processes as it scales. With private investment supporting ambitious growth plans, the business is focused on strengthening its finance capability to support both operational excellence and strategic decision-making. The Opportunity This is an excellent opportunity for a qualified Finance Manager to join a fast-paced, private-equity-backed environment. The role offers broad exposure across financial reporting, controls, people management, and commercial partnering, working closely with senior stakeholders across the business. The successful candidate will play a key role in embedding robust financial processes while adding value through insight, analysis, and continuous improvement. What You'll Be Doing Owning the month-end reporting cycle, including posting and reviewing journals (accruals, prepayments, payroll journals, etc.) Preparation and review of balance sheet and P&L reconciliations Managing intercompany transactions and ensuring accurate group reconciliations. Reviewing VAT returns; Maintaining and updating financial data across the finance system (POs, expenses, journals) Managing and overseeing the transactional finance function, including line management responsibilities Acting as the main point of contact for payroll and pensions with external providers Playing a leading role in year-end and audit processes Reviewing client MI, billing, and PO reporting Working closely with operational teams to ensure accuracy of timeshare data Partnering with senior stakeholders on commercial discussions and key projects Supporting forecasting activities alongside account and commercial teams reviewing and documenting finance policies and processes. Producing monthly budget variance analysis and supporting quarterly budget reviews Delivering monthly departmental reporting and analysis to leadership Supporting statutory and regulatory reporting as required About You MUST HAVE: EXPERIENCE WORKING FOR A PRIVATE EQUITY BACKED FIRM Fully qualified accountant (CIMA / ACCA / ICAS / ICAEW or equivalent) Strong experience in management accounting, reporting, and month-end close Demonstrated attention to detail with the ability to review financial data accurately Experience using a cloud-based finance system (NetSuite experience highly desirable) Background in a consultancy or professional services environment would be advantageous Confident working with both senior leaders and non-finance stakeholders Advanced Excel skills Comfortable mentoring and developing junior team members Proactive, solutions-focused mindset with a strong work ethic Self-starter who takes ownership and follows through What's on Offer Clear and structured career development pathways Support and mentoring from experienced finance and business leaders Competitive annual leave allowance plus bank holidays, with the option to buy or sell days Private healthcare and access to wellbeing initiatives Individual and company-wide performance-related bonus Flexible, hybrid working arrangement A Final Note We recognise that no candidate will meet every requirement. We value curiosity, adaptability, and collaboration, and we're keen to hear from professionals who are motivated to grow and make an impact within a supportive team environment. If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
May 20, 2026
Full time
Finance Manager Vacancy / Edinburgh / Hybrid / 50k - 60k Job Title: Finance Manager Location: Hybrid Role Type: Permanent Salary: 50k - 60k About the Organisation We are a high-growth professional services business operating within the technology space, delivering specialist solutions to a broad client base across the UK. Over recent years, the organisation has undergone significant transformation and continues to invest heavily in its people, systems, and processes as it scales. With private investment supporting ambitious growth plans, the business is focused on strengthening its finance capability to support both operational excellence and strategic decision-making. The Opportunity This is an excellent opportunity for a qualified Finance Manager to join a fast-paced, private-equity-backed environment. The role offers broad exposure across financial reporting, controls, people management, and commercial partnering, working closely with senior stakeholders across the business. The successful candidate will play a key role in embedding robust financial processes while adding value through insight, analysis, and continuous improvement. What You'll Be Doing Owning the month-end reporting cycle, including posting and reviewing journals (accruals, prepayments, payroll journals, etc.) Preparation and review of balance sheet and P&L reconciliations Managing intercompany transactions and ensuring accurate group reconciliations. Reviewing VAT returns; Maintaining and updating financial data across the finance system (POs, expenses, journals) Managing and overseeing the transactional finance function, including line management responsibilities Acting as the main point of contact for payroll and pensions with external providers Playing a leading role in year-end and audit processes Reviewing client MI, billing, and PO reporting Working closely with operational teams to ensure accuracy of timeshare data Partnering with senior stakeholders on commercial discussions and key projects Supporting forecasting activities alongside account and commercial teams reviewing and documenting finance policies and processes. Producing monthly budget variance analysis and supporting quarterly budget reviews Delivering monthly departmental reporting and analysis to leadership Supporting statutory and regulatory reporting as required About You MUST HAVE: EXPERIENCE WORKING FOR A PRIVATE EQUITY BACKED FIRM Fully qualified accountant (CIMA / ACCA / ICAS / ICAEW or equivalent) Strong experience in management accounting, reporting, and month-end close Demonstrated attention to detail with the ability to review financial data accurately Experience using a cloud-based finance system (NetSuite experience highly desirable) Background in a consultancy or professional services environment would be advantageous Confident working with both senior leaders and non-finance stakeholders Advanced Excel skills Comfortable mentoring and developing junior team members Proactive, solutions-focused mindset with a strong work ethic Self-starter who takes ownership and follows through What's on Offer Clear and structured career development pathways Support and mentoring from experienced finance and business leaders Competitive annual leave allowance plus bank holidays, with the option to buy or sell days Private healthcare and access to wellbeing initiatives Individual and company-wide performance-related bonus Flexible, hybrid working arrangement A Final Note We recognise that no candidate will meet every requirement. We value curiosity, adaptability, and collaboration, and we're keen to hear from professionals who are motivated to grow and make an impact within a supportive team environment. If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Pensions Accounting and Investment Manager Location: West Sussex Contract: Temporary (6 months) Salary: 52.21 per hour umbrella / 46.45 PAYE Inclusive / 41.45 PAYE Exclusive Start Date: ASAP Contact: (url removed) Job Description Service Care Solutions are recruiting on behalf of a local authority in West Sussex for a Pensions Accounting and Investment Manager to join the team on a temporary basis. The postholder will play a pivotal role in supporting the administration and governance of a Local Government Pension Scheme, overseeing investment accounting, governance, compliance, and stakeholder management. Key Responsibilities Lead the management of pension fund accounting activities, including reconciliations, statutory accounts, contributions, invoicing, and financial controls. Manage relationships with investment managers, advisers, auditors, custodians, and LGPS pooling partners to ensure effective governance and performance delivery. Support Pension Committees and Boards through the preparation of reports, technical advice, and investment-related analysis to support informed decision making. Drive service improvements, regulatory compliance, ESG and climate-risk reporting initiatives, and implementation of investment strategies and policies. Candidate Criteria Qualified accountant (CCAB or equivalent) with substantial senior-level experience in pensions, investments, or finance. Strong understanding of Local Government Pension Schemes (LGPS), defined benefit pension arrangements, and pension fund accounting/reporting requirements. Proven leadership and people management experience with the ability to motivate teams and manage complex stakeholder relationships. Excellent analytical, communication, and problem-solving skills with the ability to influence senior stakeholders and deliver strategic outcomes. If you are interested in the role, or know of anyone who could be, please contact Rachel at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed
May 19, 2026
Contractor
Pensions Accounting and Investment Manager Location: West Sussex Contract: Temporary (6 months) Salary: 52.21 per hour umbrella / 46.45 PAYE Inclusive / 41.45 PAYE Exclusive Start Date: ASAP Contact: (url removed) Job Description Service Care Solutions are recruiting on behalf of a local authority in West Sussex for a Pensions Accounting and Investment Manager to join the team on a temporary basis. The postholder will play a pivotal role in supporting the administration and governance of a Local Government Pension Scheme, overseeing investment accounting, governance, compliance, and stakeholder management. Key Responsibilities Lead the management of pension fund accounting activities, including reconciliations, statutory accounts, contributions, invoicing, and financial controls. Manage relationships with investment managers, advisers, auditors, custodians, and LGPS pooling partners to ensure effective governance and performance delivery. Support Pension Committees and Boards through the preparation of reports, technical advice, and investment-related analysis to support informed decision making. Drive service improvements, regulatory compliance, ESG and climate-risk reporting initiatives, and implementation of investment strategies and policies. Candidate Criteria Qualified accountant (CCAB or equivalent) with substantial senior-level experience in pensions, investments, or finance. Strong understanding of Local Government Pension Schemes (LGPS), defined benefit pension arrangements, and pension fund accounting/reporting requirements. Proven leadership and people management experience with the ability to motivate teams and manage complex stakeholder relationships. Excellent analytical, communication, and problem-solving skills with the ability to influence senior stakeholders and deliver strategic outcomes. If you are interested in the role, or know of anyone who could be, please contact Rachel at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed
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.
Job title: Finance Manager Location: Derby As Finance Manager you will oversee the daily running of the Finance office, maintain the income schedule, cashflow management, VAT return, oversee payroll and pensions, prepare the monthly and quarterly Management Accounts, and assist the Senior Leadership Team (SLT) with bids and financial analysis. Duties will include: Production of management accounts Line Management of Finance Assistants Maintaining the Income schedule and raising of Income invoices Preparation and reconciliation of journals Reconciliation of bank, balance sheet, and partnership accounts Prepare and submit quarterly VAT return Support with Budget and Forecasts Cashflow analysis and investment of excess funds Oversee monthly payroll Oversee the annual audit process Deal with HMRC, Charities Commission and Companies house Support SLT with financial analysis, strategy advice, and bids Skills and experience: Previous experience in a similar position is essential (5+ years) Experience is key, but qualifications desirable Strong IT skills, including MS office products, and particularly Excel Good experience of payroll, salary sacrifice, and pensions Experience of financial and management reporting and budgeting Experience of managing a team Excellent communication skills Your rewards: Salary 45,000 Flexible hybrid working
Oct 07, 2025
Full time
Job title: Finance Manager Location: Derby As Finance Manager you will oversee the daily running of the Finance office, maintain the income schedule, cashflow management, VAT return, oversee payroll and pensions, prepare the monthly and quarterly Management Accounts, and assist the Senior Leadership Team (SLT) with bids and financial analysis. Duties will include: Production of management accounts Line Management of Finance Assistants Maintaining the Income schedule and raising of Income invoices Preparation and reconciliation of journals Reconciliation of bank, balance sheet, and partnership accounts Prepare and submit quarterly VAT return Support with Budget and Forecasts Cashflow analysis and investment of excess funds Oversee monthly payroll Oversee the annual audit process Deal with HMRC, Charities Commission and Companies house Support SLT with financial analysis, strategy advice, and bids Skills and experience: Previous experience in a similar position is essential (5+ years) Experience is key, but qualifications desirable Strong IT skills, including MS office products, and particularly Excel Good experience of payroll, salary sacrifice, and pensions Experience of financial and management reporting and budgeting Experience of managing a team Excellent communication skills Your rewards: Salary 45,000 Flexible hybrid working
Job Title Pensions Implementation Consultant Scheme Benefits Location Homebased Duration Permanent Hours/Days Monday to Friday 9.00 - 5.30 Interview Process 2 stage Teams interview Competency, experience and technical knowledge. Pensions Implementation Consultant - Scheme Benefits Our scheme benefits teams are looking for an enthusiastic experienced pension professional to join our home-based team as a Pensions Implementation Consultant, you will ensure all aspects of a transition project are delivered on time and to a high standard within a controlled project environment. The Scheme Benefits team sit within our Implementation Department whose responsibility it is to implement first class pension administration solutions for our new and existing clients. Our span of projects can range from large blue chip strategic transformational deliveries through to small bespoke client solutions. Working closely with other stakeholders our activities and skills are wide and varied. Job Description: You will play a pivotal role in any implementation project working alongside the Data Team to onboard data and the Configuration Team to automate calculations. What you'll be doing: Lead client implementation projects for workstream Drive the gathering and interpretation of client requirements. Drive the production of requirements documentation. Drive the translation of the requirements into system solutions. Identify, troubleshoot, and resolve queries and issues. Ensure efficient delivery of all project tasks to cost and on time. Lead in client meetings and project status calls. Mentor, develop and coach Implementation Analysts. Feed into and deliver continuous improvement across the team and wider department. Assist in project management activities including identification and mitigation of risks and issues. Facilitate internal and external system training, and provide appropriate documentation. Provide support to the line manager in the effective management of staff. Support the technical development of our technology platforms through participation in analysis and design, and specification production for new and/or enhanced developments. What we're looking for: Excellent technical pensions knowledge in Defined Benefit schemes and legislation Is able to explain: - pension member records and their set up - the relationships between members, policy holders, insurers, Trustees, schemes, actuaries, funds and investments - different types of Pension Schemes - different types of member status' and applicable calculations for each End to end experience of the project lifecycle - able to describe the key elements of projects including initiation, governance, control and closure and can provide examples of active participation in all stages Strong Client Relationship skills with the ability to use appropriate communication methods with stakeholders Experience of owning and driving projects Strong leadership skills Strong analysis skills and an analytical approach to problem resolution
Oct 02, 2025
Full time
Job Title Pensions Implementation Consultant Scheme Benefits Location Homebased Duration Permanent Hours/Days Monday to Friday 9.00 - 5.30 Interview Process 2 stage Teams interview Competency, experience and technical knowledge. Pensions Implementation Consultant - Scheme Benefits Our scheme benefits teams are looking for an enthusiastic experienced pension professional to join our home-based team as a Pensions Implementation Consultant, you will ensure all aspects of a transition project are delivered on time and to a high standard within a controlled project environment. The Scheme Benefits team sit within our Implementation Department whose responsibility it is to implement first class pension administration solutions for our new and existing clients. Our span of projects can range from large blue chip strategic transformational deliveries through to small bespoke client solutions. Working closely with other stakeholders our activities and skills are wide and varied. Job Description: You will play a pivotal role in any implementation project working alongside the Data Team to onboard data and the Configuration Team to automate calculations. What you'll be doing: Lead client implementation projects for workstream Drive the gathering and interpretation of client requirements. Drive the production of requirements documentation. Drive the translation of the requirements into system solutions. Identify, troubleshoot, and resolve queries and issues. Ensure efficient delivery of all project tasks to cost and on time. Lead in client meetings and project status calls. Mentor, develop and coach Implementation Analysts. Feed into and deliver continuous improvement across the team and wider department. Assist in project management activities including identification and mitigation of risks and issues. Facilitate internal and external system training, and provide appropriate documentation. Provide support to the line manager in the effective management of staff. Support the technical development of our technology platforms through participation in analysis and design, and specification production for new and/or enhanced developments. What we're looking for: Excellent technical pensions knowledge in Defined Benefit schemes and legislation Is able to explain: - pension member records and their set up - the relationships between members, policy holders, insurers, Trustees, schemes, actuaries, funds and investments - different types of Pension Schemes - different types of member status' and applicable calculations for each End to end experience of the project lifecycle - able to describe the key elements of projects including initiation, governance, control and closure and can provide examples of active participation in all stages Strong Client Relationship skills with the ability to use appropriate communication methods with stakeholders Experience of owning and driving projects Strong leadership skills Strong analysis skills and an analytical approach to problem resolution
Finance Manager Charity Your new company Hays Accountancy and Finance are recruiting for a Northern Ireland-born charity for the immediate appointment of a Finance Manager. Your new role To lead and manage the charity's financial operations, ensuring robust financial planning, compliance, and reporting. The Finance Manager supports strategic decision-making and contributes to the overall effectiveness and sustainability of the organisation. Key Responsibilities: Financial Management Prepare monthly management accounts and variance analysis. Lead annual budgeting and forecasting processes. Produce statutory financial statements and liaise with auditors. Oversee payroll, pensions, and financial returns to HMRC, Charity Commission, and Companies House. Manage cash flow, credit control, and bank reconciliations. Maintain and improve financial systems and procedures. Strategic Support Provide financial insights to support strategic planning and funding applications. Work with fundraising and operational teams to cost projects and monitor spend. Support the CEO and Trustees with investment policy and financial risk analysis. Compliance & Governance Ensure compliance with charity SORP, GDPR, and financial regulations. Maintain up-to-date financial policies and procedures. Lead on internal audits and financial controls. Team Leadership Line manage finance staff and oversee their development. Collaborate with senior leadership and contribute to organisational planning. Person Specification:Essential Qualifications & Experience Professional accounting qualification (ACCA, ACA, CIMA). Minimum 3-5 years' experience in financial management. Experience in charity finance and statutory reporting. Strong understanding of budgeting, forecasting, and financial analysis. Skills & Competencies Excellent communication and interpersonal skills. High proficiency in Excel and accounting software (e.g., Sage). Ability to explain financial information to non-financial colleagues. Strong organisational and time management skills. Proactive, solution-focused, and able to work independently. Desirable Experience in a small charity or voluntary sector. Knowledge of charity SORP and fundraising finance. Experience with HR or GDPR compliance. If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now ON and ask for Elaine If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Sep 25, 2025
Seasonal
Finance Manager Charity Your new company Hays Accountancy and Finance are recruiting for a Northern Ireland-born charity for the immediate appointment of a Finance Manager. Your new role To lead and manage the charity's financial operations, ensuring robust financial planning, compliance, and reporting. The Finance Manager supports strategic decision-making and contributes to the overall effectiveness and sustainability of the organisation. Key Responsibilities: Financial Management Prepare monthly management accounts and variance analysis. Lead annual budgeting and forecasting processes. Produce statutory financial statements and liaise with auditors. Oversee payroll, pensions, and financial returns to HMRC, Charity Commission, and Companies House. Manage cash flow, credit control, and bank reconciliations. Maintain and improve financial systems and procedures. Strategic Support Provide financial insights to support strategic planning and funding applications. Work with fundraising and operational teams to cost projects and monitor spend. Support the CEO and Trustees with investment policy and financial risk analysis. Compliance & Governance Ensure compliance with charity SORP, GDPR, and financial regulations. Maintain up-to-date financial policies and procedures. Lead on internal audits and financial controls. Team Leadership Line manage finance staff and oversee their development. Collaborate with senior leadership and contribute to organisational planning. Person Specification:Essential Qualifications & Experience Professional accounting qualification (ACCA, ACA, CIMA). Minimum 3-5 years' experience in financial management. Experience in charity finance and statutory reporting. Strong understanding of budgeting, forecasting, and financial analysis. Skills & Competencies Excellent communication and interpersonal skills. High proficiency in Excel and accounting software (e.g., Sage). Ability to explain financial information to non-financial colleagues. Strong organisational and time management skills. Proactive, solution-focused, and able to work independently. Desirable Experience in a small charity or voluntary sector. Knowledge of charity SORP and fundraising finance. Experience with HR or GDPR compliance. If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now ON and ask for Elaine If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
ACCA, ACA, CIMA Your new company Hays Accountancy & Finance are currently recruiting for an experienced Interim Finance Manager to join a well-established charity based in Belfast. This is a key leadership role, responsible for overseeing all aspects of financial management, compliance, and reporting, while supporting strategic decision-making across the organisation. Your new role Preparation of monthly management accounts and variance analysis.Leading budgeting and forecasting processes.Producing statutory financial statements and managing audit processes.Overseeing payroll, pensions, and statutory returns.Managing cash flow, bank reconciliations, and financial controls.Enhancing financial systems and procedures.Providing financial insights to support strategic planning and funding bids.Collaborating with operational teams to cost projects and monitor expenditure.Advising senior leadership on financial risk and investment policy.Ensuring compliance with charity SORP, GDPR, and financial regulations.Maintaining financial policies and procedures.Leading internal audits and strengthening financial governance.Managing finance staff and supporting their development.Working closely with senior management and contributing to organisational planning. What you'll need to succeed Professional accounting qualification (ACCA, ACA, CIMA).3-5 years' experience in financial management.Strong understanding of charity finance and statutory reporting.Ideally experience in the voluntary or charity sector, or familiarity with charity SORP and fundraising finance. What you'll get in return Flexible working options available. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. #
Sep 25, 2025
Seasonal
ACCA, ACA, CIMA Your new company Hays Accountancy & Finance are currently recruiting for an experienced Interim Finance Manager to join a well-established charity based in Belfast. This is a key leadership role, responsible for overseeing all aspects of financial management, compliance, and reporting, while supporting strategic decision-making across the organisation. Your new role Preparation of monthly management accounts and variance analysis.Leading budgeting and forecasting processes.Producing statutory financial statements and managing audit processes.Overseeing payroll, pensions, and statutory returns.Managing cash flow, bank reconciliations, and financial controls.Enhancing financial systems and procedures.Providing financial insights to support strategic planning and funding bids.Collaborating with operational teams to cost projects and monitor expenditure.Advising senior leadership on financial risk and investment policy.Ensuring compliance with charity SORP, GDPR, and financial regulations.Maintaining financial policies and procedures.Leading internal audits and strengthening financial governance.Managing finance staff and supporting their development.Working closely with senior management and contributing to organisational planning. What you'll need to succeed Professional accounting qualification (ACCA, ACA, CIMA).3-5 years' experience in financial management.Strong understanding of charity finance and statutory reporting.Ideally experience in the voluntary or charity sector, or familiarity with charity SORP and fundraising finance. What you'll get in return Flexible working options available. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. #
Job Title Pensions Implementation Consultant Scheme Benefits Location Homebased Duration Permanent Hours/Days Monday to Friday 9.00 - 5.30 Interview Process 2 stage Teams interview Competency, experience and technical knowledge. Pensions Implementation Consultant - Scheme Benefits Our scheme benefits teams are looking for an enthusiastic experienced pension professional to join our home-based team as a Pensions Implementation Consultant, you will ensure all aspects of a transition project are delivered on time and to a high standard within a controlled project environment. The Scheme Benefits team sit within our Implementation Department whose responsibility it is to implement first class pension administration solutions for our new and existing clients. Our span of projects can range from large blue chip strategic transformational deliveries through to small bespoke client solutions. Working closely with other stakeholders our activities and skills are wide and varied. Job Description: You will play a pivotal role in any implementation project working alongside the Data Team to onboard data and the Configuration Team to automate calculations. What you'll be doing: Lead client implementation projects for workstream Drive the gathering and interpretation of client requirements. Drive the production of requirements documentation. Drive the translation of the requirements into system solutions. Identify, troubleshoot, and resolve queries and issues. Ensure efficient delivery of all project tasks to cost and on time. Lead in client meetings and project status calls. Mentor, develop and coach Implementation Analysts. Feed into and deliver continuous improvement across the team and wider department. Assist in project management activities including identification and mitigation of risks and issues. Facilitate internal and external system training, and provide appropriate documentation. Provide support to the line manager in the effective management of staff. Support the technical development of our technology platforms through participation in analysis and design, and specification production for new and/or enhanced developments. What we're looking for: Excellent technical pensions knowledge in Defined Benefit schemes and legislation Is able to explain: - pension member records and their set up - the relationships between members, policy holders, insurers, Trustees, schemes, actuaries, funds and investments - different types of Pension Schemes - different types of member status' and applicable calculations for each End to end experience of the project lifecycle - able to describe the key elements of projects including initiation, governance, control and closure and can provide examples of active participation in all stages Strong Client Relationship skills with the ability to use appropriate communication methods with stakeholders Experience of owning and driving projects Strong leadership skills Strong analysis skills and an analytical approach to problem resolution
Sep 23, 2025
Full time
Job Title Pensions Implementation Consultant Scheme Benefits Location Homebased Duration Permanent Hours/Days Monday to Friday 9.00 - 5.30 Interview Process 2 stage Teams interview Competency, experience and technical knowledge. Pensions Implementation Consultant - Scheme Benefits Our scheme benefits teams are looking for an enthusiastic experienced pension professional to join our home-based team as a Pensions Implementation Consultant, you will ensure all aspects of a transition project are delivered on time and to a high standard within a controlled project environment. The Scheme Benefits team sit within our Implementation Department whose responsibility it is to implement first class pension administration solutions for our new and existing clients. Our span of projects can range from large blue chip strategic transformational deliveries through to small bespoke client solutions. Working closely with other stakeholders our activities and skills are wide and varied. Job Description: You will play a pivotal role in any implementation project working alongside the Data Team to onboard data and the Configuration Team to automate calculations. What you'll be doing: Lead client implementation projects for workstream Drive the gathering and interpretation of client requirements. Drive the production of requirements documentation. Drive the translation of the requirements into system solutions. Identify, troubleshoot, and resolve queries and issues. Ensure efficient delivery of all project tasks to cost and on time. Lead in client meetings and project status calls. Mentor, develop and coach Implementation Analysts. Feed into and deliver continuous improvement across the team and wider department. Assist in project management activities including identification and mitigation of risks and issues. Facilitate internal and external system training, and provide appropriate documentation. Provide support to the line manager in the effective management of staff. Support the technical development of our technology platforms through participation in analysis and design, and specification production for new and/or enhanced developments. What we're looking for: Excellent technical pensions knowledge in Defined Benefit schemes and legislation Is able to explain: - pension member records and their set up - the relationships between members, policy holders, insurers, Trustees, schemes, actuaries, funds and investments - different types of Pension Schemes - different types of member status' and applicable calculations for each End to end experience of the project lifecycle - able to describe the key elements of projects including initiation, governance, control and closure and can provide examples of active participation in all stages Strong Client Relationship skills with the ability to use appropriate communication methods with stakeholders Experience of owning and driving projects Strong leadership skills Strong analysis skills and an analytical approach to problem resolution
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.
