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 29, 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
Paraplanner Working Pattern : 3 Days Office / 2 Days Remote Full-Time Flexible Working My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team. This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning services to financial advisers across the UK. The business has built an excellent reputation for its technical expertise, efficient processes, and collaborative culture. Due to continued growth and increasing demand, they are now looking to appoint a skilled Paraplanner who is looking to develop their career within a professional and progressive environment. The Role In this position, you will manage client cases from start to finish, supporting advisers with technical research, financial planning analysis, and detailed report writing. You will be involved in a broad range of financial planning areas including: Pensions and retirement planning Investment planning Protection planning Inheritance tax and estate planning Pension transfers Cashflow modelling This is a technically focused role that requires strong analytical skills, attention to detail, and confidence managing complex financial planning cases . Key Responsibilities Managing client cases from fact-find analysis through to suitability report completion Drafting detailed suitability reports across a range of financial advice areas Producing advanced cashflow modelling using tools such as Voyant, Cashcalc, and Intelliflo Conducting technical research using systems including FE Analytics, Defaqto, and Assureweb Working within Intelliflo CRM to manage and track client cases Ensuring files meet compliance and regulatory standards Liaising with advisers and administrators to ensure smooth case progression Supporting and mentoring junior members of the team where appropriate Working with financial platforms including Aviva, Quilter, abrdn, Fidelity International, Transact, and AJ Bell About You To be successful in this role, you will have: Diploma in Regulated Financial Planning (essential) Minimum 3 years paraplanning experience Experience working within an independent financial advice environment (preferred) Strong technical knowledge across pensions, investments, and retirement planning Confidence managing complex financial planning cases Excellent organisational skills and attention to detail A proactive and collaborative approach to working with advisers and colleagues What s on Offer Hybrid working 3 days in the office / 2 days remote Flexible working hours Genuine career progression opportunities (Senior Paraplanner, Operations, Team Leader) Exposure to complex and varied financial planning cases A supportive and collaborative working culture A modern business that values technical excellence without unnecessary hierarchy Market-leading wellness package How To Apply Apply today by sending a copy of your most recent CV to: (url removed) for a confidential conversation about this opportunity.
May 28, 2026
Full time
Paraplanner Working Pattern : 3 Days Office / 2 Days Remote Full-Time Flexible Working My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team. This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning services to financial advisers across the UK. The business has built an excellent reputation for its technical expertise, efficient processes, and collaborative culture. Due to continued growth and increasing demand, they are now looking to appoint a skilled Paraplanner who is looking to develop their career within a professional and progressive environment. The Role In this position, you will manage client cases from start to finish, supporting advisers with technical research, financial planning analysis, and detailed report writing. You will be involved in a broad range of financial planning areas including: Pensions and retirement planning Investment planning Protection planning Inheritance tax and estate planning Pension transfers Cashflow modelling This is a technically focused role that requires strong analytical skills, attention to detail, and confidence managing complex financial planning cases . Key Responsibilities Managing client cases from fact-find analysis through to suitability report completion Drafting detailed suitability reports across a range of financial advice areas Producing advanced cashflow modelling using tools such as Voyant, Cashcalc, and Intelliflo Conducting technical research using systems including FE Analytics, Defaqto, and Assureweb Working within Intelliflo CRM to manage and track client cases Ensuring files meet compliance and regulatory standards Liaising with advisers and administrators to ensure smooth case progression Supporting and mentoring junior members of the team where appropriate Working with financial platforms including Aviva, Quilter, abrdn, Fidelity International, Transact, and AJ Bell About You To be successful in this role, you will have: Diploma in Regulated Financial Planning (essential) Minimum 3 years paraplanning experience Experience working within an independent financial advice environment (preferred) Strong technical knowledge across pensions, investments, and retirement planning Confidence managing complex financial planning cases Excellent organisational skills and attention to detail A proactive and collaborative approach to working with advisers and colleagues What s on Offer Hybrid working 3 days in the office / 2 days remote Flexible working hours Genuine career progression opportunities (Senior Paraplanner, Operations, Team Leader) Exposure to complex and varied financial planning cases A supportive and collaborative working culture A modern business that values technical excellence without unnecessary hierarchy Market-leading wellness package How To Apply Apply today by sending a copy of your most recent CV to: (url removed) for a confidential conversation about this opportunity.
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 07, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
SIPP Pensions Administrator - Hybrid Join a growing financial services infrastructure provider on a mission to transform the platforms that underpin the world of investments and financial advice. Growing to be the leading provider of infrastructure to the investments and adviser community offering a unique platform model devoted to championing automation and unrivalled user experience our client is focused on delivering good outcomes for their customers through exceptional service levels. Offered on a a hybrid basis 3 days in the office / 2 days at home. Key Responsibilities The successful candidate will manage complex SIPP administration processes with minimal supervision while providing mentorship to junior team members. Prior SIPP experience is essential for this position. Core responsibilities include: End-to-end SIPP administration including establishment, transfers, contributions and benefit payments Processing both cash and in-specie transfers Managing drawdown arrangements including PCLS calculations and income payments Executing pension payroll functions Delivering accurate regulatory and client reporting Conducting daily banking reconciliations and processes Senior team members will also: Perform quality assurance checks on team output Resolve complex pension administration queries Deliver training and knowledge transfer to colleagues Contribute to process improvement initiatives Provide technical input on system enhancements Build and maintain strong relationships with clients Support strategic projects as needed Required Experience & Qualities Proven SIPP administration experience (essential) Exceptional attention to detail with strong compliance awareness Outstanding written and verbal communication abilities Career focus on financial services progression Flexibility for occasional client site visits Resilience and composure in high-pressure situations Self-motivated with strong independent working capabilities Advanced organizational skills with ability to manage competing priorities Proficient with Microsoft Office applications Strong educational background, degree-level preferred Pension qualifications advantageous
Oct 01, 2025
Full time
SIPP Pensions Administrator - Hybrid Join a growing financial services infrastructure provider on a mission to transform the platforms that underpin the world of investments and financial advice. Growing to be the leading provider of infrastructure to the investments and adviser community offering a unique platform model devoted to championing automation and unrivalled user experience our client is focused on delivering good outcomes for their customers through exceptional service levels. Offered on a a hybrid basis 3 days in the office / 2 days at home. Key Responsibilities The successful candidate will manage complex SIPP administration processes with minimal supervision while providing mentorship to junior team members. Prior SIPP experience is essential for this position. Core responsibilities include: End-to-end SIPP administration including establishment, transfers, contributions and benefit payments Processing both cash and in-specie transfers Managing drawdown arrangements including PCLS calculations and income payments Executing pension payroll functions Delivering accurate regulatory and client reporting Conducting daily banking reconciliations and processes Senior team members will also: Perform quality assurance checks on team output Resolve complex pension administration queries Deliver training and knowledge transfer to colleagues Contribute to process improvement initiatives Provide technical input on system enhancements Build and maintain strong relationships with clients Support strategic projects as needed Required Experience & Qualities Proven SIPP administration experience (essential) Exceptional attention to detail with strong compliance awareness Outstanding written and verbal communication abilities Career focus on financial services progression Flexibility for occasional client site visits Resilience and composure in high-pressure situations Self-motivated with strong independent working capabilities Advanced organizational skills with ability to manage competing priorities Proficient with Microsoft Office applications Strong educational background, degree-level preferred Pension qualifications advantageous
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Senior Client Services Manager / Paraplanner to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified): Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firmIf interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 01, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Senior Client Services Manager / Paraplanner to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified): Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firmIf interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Sep 22, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
