169 jobs found

Financial Administrator Work with 2 high billing advisers Offices in Fetcham/Leatherhead (Surrey) £30k - £32k basic salary plus benefits Office based to begin with then lots of flexible working My client are a boutique wealth planning firm with offices in Leatherhead who offer financial advice to HNW retirees, accumulators, local families and SME owners based across the UK, USA and Europe. They deal with lots of HNW expat clients with complex multi-jurisdictional affairs. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £200k up to multiple millions to invest. The Directors are seeking an experienced Financial Administrator to work with 2 Advisers. You will have good experience within a financial planning practice and be familiar with conducting end to end administration for existing clients and processing any new business the Directors write. Experience with expat clients is not essential, but it would be very advantageous. Full training will be provided and an induction to get you up and running. Good knowledge of pensions, investments, tax planning and esoteric schemes will be crucial. If this role sounds of interest or any other roles I am working on please get in touch.

Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

IFA Administrator Liverpool / Southport Up to £32,000 This opportunity would suit an experienced IFA Administrator who enjoys being a key part of the client journey and wants to join a modern, forward-thinking financial planning business that genuinely invests in its people. If you take pride in delivering a high standard of service, enjoy working closely with advisers and clients, and want to be part of a business that values professionalism, flexibility, and personal development, this could be an excellent next step. The Business This is a well-established financial planning firm that provides personalised advice across pensions, investments, protection, and retirement planning. The business has built its reputation on delivering high-quality client outcomes and maintaining exceptional standards of service. You will be joining a collaborative team environment where employee wellbeing, professional development, and client care sit at the heart of the business. The company offers a progressive culture with a strong focus on supporting staff both professionally and personally. The Role Working as an IFA Administrator, you will provide essential support to Financial Advisers and help ensure the smooth delivery of advice and ongoing client service. Your responsibilities will include: Processing new business across pensions, investments, ISAs, bonds, and protection products Preparing client review packs, valuations, and supporting documentation Obtaining policy information and illustrations from providers and platforms Submitting and managing letters of authority Maintaining accurate client records and updating back-office systems Liaising with clients, providers, and advisers regarding queries and outstanding requirements Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers and paraplanners to deliver an outstanding client experience About You To be considered for this role, you should already have experience working within an IFA or wealth management environment and be confident managing a variety of administrative responsibilities across the financial planning process. Ideally, you will have: Experience in an IFA Administration role Experience dealing with pensions, investments, ISAs, protection, and related products Strong understanding of new business processing and ongoing client servicing Experience using provider platforms and back-office systems Excellent attention to detail and organisational skills Strong communication skills and a professional client-focused approach A proactive attitude and the ability to work effectively within a team environment Benefits 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity to join a growing and highly regarded financial planning business that offers genuine work-life balance, strong employee benefits, and long-term career development within a supportive and professional environment. Synonyms: Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

IFA Administrator Location: Southport Salary: Up to £30,000 (potentially flexible to £32,000 for a highly experienced candidate) Job Type: Full-Time, Permanent About the Opportunity An ambitious and fast-growing financial services business is looking to appoint an experienced IFA Administrator to join its expanding team in the North West. With multiple offices and significant growth plans over the coming years, this is an excellent opportunity to join a business that genuinely invests in its people and offers clear career development opportunities. For individuals who demonstrate the right blend of experience, attitude, and leadership potential, there is a realistic pathway into a Senior Administrator or Team Leader position within 6-12 months. While progression is available, it is not a requirement for success in the role. The Role As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service. You will be responsible for managing client administration throughout the advice process, liaising with providers, and maintaining accurate records and documentation. The successful candidate will be highly organised, detail-oriented, and confident managing multiple cases while delivering an exceptional client experience. Key Responsibilities Process new business applications across a range of financial products including pensions, investments, ISAs, bonds, and protection plans. Manage ongoing client servicing activities, including valuations, reviews, and policy administration. Liaise with product providers and platforms to obtain information, process requests, and chase outstanding requirements. Prepare and maintain accurate client records, ensuring all documentation is compliant and up to date. Draft client correspondence, letters of authority, and supporting documentation. Act as a key point of contact for clients, advisers, and providers, responding to queries in a professional and timely manner. Support advisers with case management throughout the full client journey. Ensure all work is completed in line with FCA regulations and internal compliance procedures. Contribute to the continued development and improvement of administrative processes. About You The ideal candidate will have: Previous experience within an IFA, Wealth Management, or Financial Planning environment. Strong knowledge of pensions, investments, and financial services administration. Experience processing new business and servicing existing clients. Excellent organisational skills and attention to detail. Strong communication skills with a professional and client-focused approach. The ability to manage workloads effectively and work independently when required. Familiarity with back-office systems and provider platforms. Why Join This Business? This is a fantastic opportunity to join a thriving and ambitious financial planning firm that is continuing to grow across the North West. With multiple offices, significant investment in its people, and exciting expansion plans, the business offers a stable and rewarding environment where employees are supported to develop their careers and reach their potential. For candidates with the right blend of experience, ambition and leadership qualities, there is genuine scope to progress into a Senior Administrator or Team Leader position within 6-12 months. However, equally, the role offers a long-term home for someone who enjoys being a key part of a successful administration team. Benefits Package In addition to a competitive salary of up to £30,000 (potentially flexible to £32,000 for an exceptional candidate), you'll benefit from an outstanding package including: 25 days annual leave, plus your birthday off and all bank holidays. Additional paid leave during the Christmas shutdown period. A 9-day working fortnight, giving you a paid day off every other week. Employer pension contribution of 5% via salary sacrifice, with employer National Insurance savings also rebated into your pension plan. Death in Service cover worth 10x basic salary. Private Medical Insurance. Healthcare Cash Plan covering dental, optical and additional wellbeing benefits. Access to a comprehensive employee benefits platform with discounts and salary sacrifice schemes. Staff discount programme offering exclusive partner discounts. Financial support and study leave for professional qualifications and continued learning. Employee referral bonus scheme. Discretionary performance bonus scheme. A supportive, collaborative culture with genuine opportunities for career progression. The Opportunity This is more than a traditional IFA Administrator position. You'll be joining a forward-thinking business that values its people, invests heavily in employee wellbeing and development, and provides clear opportunities to progress as the company continues its exciting growth journey. Whether you're looking to take the next step in your career or join a business where you can build a long-term future, this role offers both stability and progression in equal measure.

Financial Administrator IFA Practice £28,000-£32,000 Basic Chester Flexible Working Our client, a well-established and highly regarded financial services firm in Chester, is looking to recruit an experienced Financial Administrator to join their growing team. This is an excellent opportunity for someone with previous experience working within an IFA practice who is looking to develop their career within a supportive and professional environment. The business offers ongoing training, funded qualifications, genuine progression opportunities, and an excellent benefits package. The Role As a Financial Administrator, you will: Process new business across investments, pensions, mortgages, and protection products Support client servicing activities, including fund switches, rebalances, and withdrawals Produce quotations using provider platforms and exchange systems Handle policy enquiries and liaise with providers Provide administrative support to Financial Advisers and the wider team Manage incoming and outgoing correspondence Assist with reception and telephone duties when required Maintain accurate client records and documentation Financial Administrator requirements: Previous experience within a Financial Services or IFA environment Strong organisational skills with excellent attention to detail Ability to prioritise workloads and meet deadlines effectively Excellent communication skills, both written and verbal Strong IT skills, including Microsoft Word, Excel, and Outlook Experience using IO (Intelliflo) back-office systems would be advantageous Knowledge of platforms such as Abrdn, Aviva, and Aegon would be beneficial What's on Offer? £28,000 - £32,000 basic salary 25 days holiday + bank holidays Annual salary review Pension scheme Ongoing training and career development Professional qualifications funded, including study leave Supportive and professional working environment Working hours Monday to Friday, 9:00am-5:30pm Flexible working hours available Apply Today! If you're an experienced Financial Administrator looking to further your career within a respected IFA practice that invests in its people, we'd love to hear from you. Apply now, and we'll review your application within 48 hours. Suitable candidates will be contacted directly.

Join us as a Senior Projects Pensions Administrator within our Outsourcing line of business based out of our Redhill office working hybrid. As a Senior Pensions Projects Administrator, you will be making a difference within our leading pension administration business. In this role, you will provide support to existing senior associates with the production of pension increases, benefit statements, administration reports, monthly reporting and testing of automated calculation solutions. You would be running and managing large projects successfully, maintaining existing reporting requirements and ensuring that full system automation is achieved. This gives you the opportunity to work, within one organisation, on clients that offer exposure to every aspect of pensions administration, utilising bulk processing routines, automated calculations or your manual calculation skills, and the potential for involvement with a huge variety of different projects, often at the forefront of the industry. The Role Collaborates with the Team Leader to ensure all delivery promises, and performance standards are achieved including monitoring of individual and team performance and escalating issues and cases to the Team Leader when required. Provide support to existing senior associates with the production of pension increases, benefit statements, administration reports, monthly reporting and testing of automated calculation solutions Checks and monitors work completed by junior colleagues, providing feedback and guidance to colleagues as required to support Right First-Time targets and output targets across the team. Works on a range of Pension Administration related tasks including undertaking complex pensions calculations, pensions data entry and answering queries using manual system processes across a range of different member pension schemes. Monitors own projects and those of junior colleagues to ensure agreed target dates are achieved and work is of a high standard. This includes scoping costs for projects and monitoring spend against the budget. Develops homepages, precedent documents and produces test packs for automation, test and signs off calculations for DB and DC members and assists and prepares large mailing projects to members. Assists in due diligence exercises, analysing data quality, identifying data issues, and proposing solutions as well as monitoring and managing data cleaning requirements. Acts as key contact for an agreed list of projects and maintains and develops client relationships in respect of these. Acts as a point of escalation for the team for technical issues, non-standard cases, and complaints. Continuously seeks to identify areas where the service to clients/members could be improved and takes forward process improvements as required. This includes working with the Team Leader to improve operational efficiency and reduce costs e.g. automation, full use of standard products. Coaches, supports, and mentors junior colleagues providing feedback and supporting the wider development and knowledge of the team. What you'll bring Previous experience working in an occupational pension administration team (DB experience would be desirable, however experience within DC and/hybrid would also be considered) carrying out administration processes, including but not limited to Retirements, Transfers and Deaths. Experience of working and managing small projects is desirable. Ability to carry out and manage high volumes of work while maintaining a high level of accuracy. High level attention to detail and skilled in following and applying procedural documentation and checking the work of other colleagues. Experience of coaching and supporting less experienced colleagues. Excellent interpersonal skills to include good written and verbal communication and use of Microsoft Excel and Word. Excellent organisational and time management skills and being able to manage own workload, wider teamwork load and multiple client / member queries or projects at the same time, whilst maintaining a high-quality service. What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants.

Paraplanner vacancy Farnborough offices (Hampshire) £39k plus bonuses and benefits 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme Pay rises per Chartered exam you complete My client arE a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy. If this role sounds of interest or any other roles I am working on please get in touch.

We are looking for a Pay and Benefits Administrator, based 2 days a week on site the Colchester Head Office. This is a Hybrid role working on site and also from home (the first 3 months during probation will be worked from the office full time, you will then move on to hybrid working from month 4). Do you have intermediate Microsoft Excel skills? Do you live within a commutable distance to Colchester? Do you have at least 2 years' experience in a payroll department/environment? Duties will include: Assist with the end-to-end payroll process of approximately 3000 employees, across the UK, Northern Ireland and Channel Islands. Checking & verifying new starters and leavers, data changes (salary, commissions & bonuses.) and any relevant documentation or data. Producing, analysing and distributing payroll and benefits reports. Maintain and update existing spreadsheets, databases and other payroll records when required Deliver a high level of care and professionalism to colleagues when answering queries relating to their pay and benefits. Ensure compliance with statutory requirements including, tax, national insurance, pensions and statutory payments. A solid understanding of legislation and calculations of statutory sick pay, company sick pay and maternity & paternity. Administer and oversee employees benefits such as pensions, private medical, flexible benefits etc. Any other adhoc duties required In addition to receiving a competitive salary, for the right candidate this position will offer: Industry leading package 33 days annual leave (including bank holidays) in addition to an annual leave purchase & sale scheme Pension Scheme & Life Assurance Ford Privilege vehicle purchase scheme Discount on Service, Bodyshop and Parts 1 day each year to volunteer for a charity of your choice Access to Perks at Work discount website

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To 33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO

Pension & Payroll Lead Hybrid Working Full-Time Permanent Salary: 32,205 - 36,084 per annum (depending on experience and qualifications) Take the Lead in Payroll & Pensions Excellence Are you an experienced payroll professional with strong pensions expertise and a passion for accuracy, compliance, and continuous improvement? We're looking for a proactive and detail-driven Pension & Payroll Lead to take ownership of payroll and pension administration, ensuring employees are paid accurately and on time while maintaining full compliance with statutory and regulatory requirements. This is an excellent opportunity to play a pivotal role within a large, complex organisation, working closely with HR, Finance, and external providers to deliver an exceptional payroll and pensions service. The Role As Pension & Payroll Lead, you'll be responsible for overseeing the effective delivery of payroll and pension processes, acting as the key point of contact for payroll providers and pension schemes. Key responsibilities include: Managing payroll operations and pension administration activities Ensuring compliance with payroll legislation, pension regulations, and auto-enrolment requirements Liaising with external payroll providers and pension administrators Monitoring payroll accuracy and resolving discrepancies Providing expert guidance on payroll and pension matters to internal stakeholders Supporting audits, reporting, and governance requirements Reviewing and improving processes to enhance efficiency and reduce risk Maintaining accurate records, documentation, and procedural controls Supporting system developments, upgrades, and process improvements About You We're looking for someone who combines technical expertise with excellent stakeholder management skills. You'll ideally have: Proven experience in payroll administration and pension scheme management Strong understanding of payroll legislation, pensions regulations, and auto-enrolment requirements Excellent attention to detail and analytical skills Experience working with outsourced payroll providers Strong problem-solving abilities and a proactive approach Confidence communicating complex information to a range of stakeholders The ability to manage competing priorities and meet deadlines in a fast-paced environment A commitment to delivering high levels of accuracy, service, and compliance What's on Offer? Hybrid and flexible working arrangements Generous pension scheme Employee Assistance Programme Wellbeing initiatives and support services Free onsite parking Staff discounts and membership schemes Ongoing learning and development opportunities Career progression pathways Supportive and collaborative working environment Regular staff events and engagement activities Apply Now If you're looking for a role where you can take ownership of a critical payroll and pensions function, influence best practice, and contribute to ongoing service improvement, we'd love to hear from you.

Payroll Administrator Location: Leeds Department: Payroll / Finance Reports to: UK Payroll Manager As a Payroll Administrator at Panda, you will play an important role in supporting the delivery of accurate and timely payroll across multiple UK entities. Working closely with the UK Payroll Manager, HR teams and Finance, you will help ensure payroll data is maintained correctly, statutory requirements are met, and employees across the business are paid accurately each pay cycle. This Payroll Administrator role would suit someone who enjoys working with detail, solving queries and maintaining accurate records within a busy payroll environment. The Role As a Payroll Administrator, you ll support weekly and monthly payroll activity, helping to ensure payroll information is accurate, up to date and processed in line with payroll deadlines. You ll be part of a supportive team, working across payroll processing, compliance, pensions, statutory payments and employee queries. What You ll Be Doing You ll be responsible for: Assisting in the preparation and processing of weekly and monthly payrolls Ensuring payroll data is accurate, validated and ready for payment Maintaining and updating employee payroll records and payroll spreadsheets Processing new starters, leavers and contractual changes Producing and issuing P45 documentation Updating tax codes, student loan deductions and statutory changes received from HMRC Supporting PAYE, National Insurance, pension and statutory payroll submissions Reconciling payroll reports and providing data to Finance to support payroll funding Supporting auto-enrolment and company pension scheme administration Preparing pension reports and assisting with pension payment submissions Calculating and processing statutory payments including SSP, SMP and SPP Responding to employee payroll queries relating to pay, tax, deductions and pensions Working closely with HR and Finance to ensure accurate payroll information is maintained Assisting with payroll variations such as salary changes, wage increases and other amendments Helping ensure payroll processes remain compliant with HMRC legislation and company procedures What We re Looking For We re looking for someone who enjoys working in a structured payroll environment and takes pride in accuracy. You will likely have: Previous experience in a payroll administration or payroll processing role A good understanding of UK payroll legislation and HMRC requirements Strong attention to detail and the ability to work to tight payroll deadlines Good Excel and data handling skills Strong communication skills with the ability to resolve payroll queries professionally A collaborative approach and the ability to work well within a team Experience using Sage 50 Payroll or a similar payroll system would be desirable Experience working with time and attendance systems would also be beneficial Why Join Panda? This is a great opportunity for a Payroll Administrator looking to develop their payroll career within a growing environmental services business. At Panda, you ll: Join a business with strong long-term investment and growth plans Work within a supportive Payroll and Finance team Gain exposure to multi-site payroll operations Develop your payroll knowledge in a complex operational environment Play a key role in helping ensure employees are paid accurately and on time

Pension & Payroll Lead Hybrid Working Full-Time Permanent Salary: £32,205 - £36,084 per annum (depending on experience and qualifications) Take the Lead in Payroll & Pensions Excellence Are you an experienced payroll professional with strong pensions expertise and a passion for accuracy, compliance, and continuous improvement? We're looking for a proactive and detail-driven Pension & Payroll Lead to take ownership of payroll and pension administration, ensuring employees are paid accurately and on time while maintaining full compliance with statutory and regulatory requirements. This is an excellent opportunity to play a pivotal role within a large, complex organisation, working closely with HR, Finance, and external providers to deliver an exceptional payroll and pensions service. The Role As Pension & Payroll Lead, you'll be responsible for overseeing the effective delivery of payroll and pension processes, acting as the key point of contact for payroll providers and pension schemes. Key responsibilities include: Managing payroll operations and pension administration activities Ensuring compliance with payroll legislation, pension regulations, and auto-enrolment requirements Liaising with external payroll providers and pension administrators Monitoring payroll accuracy and resolving discrepancies Providing expert guidance on payroll and pension matters to internal stakeholders Supporting audits, reporting, and governance requirements Reviewing and improving processes to enhance efficiency and reduce risk Maintaining accurate records, documentation, and procedural controls Supporting system developments, upgrades, and process improvements About You We're looking for someone who combines technical expertise with excellent stakeholder management skills. You'll ideally have: Proven experience in payroll administration and pension scheme management Strong understanding of payroll legislation, pensions regulations, and auto-enrolment requirements Excellent attention to detail and analytical skills Experience working with outsourced payroll providers Strong problem-solving abilities and a proactive approach Confidence communicating complex information to a range of stakeholders The ability to manage competing priorities and meet deadlines in a fast-paced environment A commitment to delivering high levels of accuracy, service, and compliance What's on Offer? Hybrid and flexible working arrangements Generous pension scheme Employee Assistance Programme Wellbeing initiatives and support services Free onsite parking Staff discounts and membership schemes Ongoing learning and development opportunities Career progression pathways Supportive and collaborative working environment Regular staff events and engagement activities Apply Now If you're looking for a role where you can take ownership of a critical payroll and pensions function, influence best practice, and contribute to ongoing service improvement, we'd love to hear from you.

Financial Planning Administrator - support 2 advisers Farnborough offices (Hampshire) £33k plus bonuses and benefits My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Financial Administrator in their Farnborough office who will work amongst a team of 10 other administrators of varying abilities and levels of experience. You will report into a dedicated Admin Team Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. Experience across onboarding new business, client servicing and annual reviews is welcomed. If this role sounds of interest or any other roles I am working on please get in touch.

Financial Administrator (part-time, 3 days per week) Offices near Reigate/Redhill (Surrey) £30k - £40k basic salary (pro-rata) plus benefits Boutique IFA firm with 300 clients My client are an independent wealth planning firm. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex and London. In their current setup they manage the affairs of 300 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections et al. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating a brand-new role for a part-time Financial Planning Administrator who can assist with servicing their existing cases and supporting with all annual reviews in addition to an ever-increasing number of referrals and recommendations bringing in lots of new business. You will ideally be working Wednesday, Thursday and Fridays. You will have strong experience within a wealth planning firm and have a good knowledge of pensions and investments as this is the bulk of their business mix. You will be responsible for drafting LOA,s LOV's preparing meeting packs, preparing for reviews, processing any new business and ensuring the clean and organised running of the back-office system. You will be comfortable with all matters pertaining to the back-office support to Financial Advisers. If this role sounds of interest or any other roles I am working on please get in touch.

This is an excellent opportunity for an experienced Project Manager with a Defined Benefit (DB) pensions background to join our thriving project management team. You will lead and deliver a variety of client-facing and internal pension change projects, working with medium to large pension schemes across diverse industries. In this role, you will manage a broad portfolio of projects including GMP equalisation, Buy-in/Buy-out readiness, benefits rectification, scheme mergers, wind-ups, and other pension change initiatives. You will collaborate closely with colleagues across multiple lines of business, clients, administrators, actuaries, and external partners. This opportunity is ideal for someone with strong project management skills who has worked in pension projects and/or actuarial project environments, or pensions consulting, and who enjoys both the structure of pension risk based projects delivery and the challenge of troubleshooting complex issues. Why This Role is Exciting Work with large, high-profile clients and a wide variety of pension schemes. Be part of a growing team, contributing to new project areas and strategic initiatives. Opportunity to deepen expertise in specialist DB project areas such as GMPe and de-risking transactions. Dynamic role blending pension risk based project delivery with strategic problem-solving and cross-functional collaboration. Join us in this role and be part of a dynamic team with a defined career path, on job training and a team that coach and mentor you whilst you grow your career with us! Our work style: We understand flexibility is key to supporting an inclusive and diverse workforce and WTW offers flexible working opportunities (full time or part time) in a hybrid style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Office location: You can be based in any of our offices across London, Reigate, Bristol, Birmingham, Manchester, Leeds, or Edinburgh. This role follows a flexible hybrid model, with just one day per week working in your nearest office. The role Apply your pensions technical knowledge, consulting skills and project management experience to proactively guide your project teams to the optimal project outcomes Manage a diverse portfolio of project types including GMP equalisation, Buy-in and Buy-out readiness, benefit rectification, liability management, scheme transitions, mergers, and wind-ups. Develop detailed project plans to monitor and track progress Establish a robust project governance framework Provide day-to-day project management, working closely with your project teams and external stakeholders to deliver project milestones within scope and budgets Lead and document project calls and facilitate planning workshops Drive high quality client project delivery, operational efficiency and effectiveness Carry out continual project improvement reviews and ensure thorough tranche reviews are carried out at appropriate project milestones Ensure that the project documentation, such as risk logs, action plans, project plans are actively maintained What you'll bring A strong working background in UK Defined Benefit pensions Strong knowledge of DB scheme operations, legislation, and technical project areas (e.g., GMP rectification/equalisation, Buy-ins, Buy-outs, wind-ups). Experience within actuarial project teams, pension administration projects, or pensions consulting is highly advantageous. Evidence of successful project delivery and client facing experience Prince 2 qualified or similar (e.g. APM, PMP, CSM) or a willingness to sit these Clear, concise and confident communication skills (both verbal and written) Experience in facilitating and leading project meetings / workshops and taking effective notes Proactiveness and assertive management approach to drive project outcomes Strong stakeholder management experience What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidatehelpdesk at wtwco com

Plus: Excellent Benefits + Annual Bonus A highly respected, modern independent financial planning firm in central St Albans is looking for an experienced Senior Financial Administrator who is ready to take the next step toward becoming a Junior Paraplanner . If you're Diploma-qualified (or close to it) and want to join a supportive, forward-thinking business that genuinely invests in your development, this is an outstanding opportunity. Why This Firm? Founded by experienced Financial Planners with a passion for truly personal, transparent advice, the firm has grown through referrals, trusted client relationships, and exceptional service. They combine modern technology with a warm, collaborative culture where progression, flexibility, and professional growth are genuinely prioritised. The Role You'll work closely with Advisers and Paraplanners, ensuring a smooth client journey and supporting the firm's continued growth. This position offers a clear, structured pathway into paraplanning , with full training and exam support. Key Responsibilities Providing high-level administrative support to Advisers Processing new business across pensions, investments, and protection Preparing client review packs and suitability documentation Liaising with clients and product providers Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering an exceptional client experience throughout the advice process About You Level 4 Diploma qualified (or working towards completion) Experience within an IFA or wealth management environment Strong understanding of pensions, investments, and financial planning processes Excellent communication and organisational skills High attention to detail and accuracy Ambitious, proactive, and keen to progress into paraplanning What's on Offer Salary up to £40,000 Guaranteed progression into a Junior Paraplanner role Ongoing study support and funded exams A collaborative, modern working environment Supportive leadership team who value development Long-term career growth within a growing, reputable firm If you're ready to take the next step in your financial planning career and join a business that truly supports your progression, we'd love to hear from you. Please send your CV to Ursula at Financial Divisions

If delivering the right solutions for your clients is your top priority - based on a thorough understanding of your client's business, creative thinking and state-of-the-art systems then this could be the right opportunity for you. This global consultancy, operating from more than 700 global locations are currently looking to recruit an experienced DC Pensions / Employee Benefits Consultant to join their rapidly expanding team. Responsibilities will include servicing a portfolio of clients including undertaking renewals, collating and manipulating data, identifying of medical underwriting requirements, and processing medical underwriting and / or claims. The successful DC Pensions / Employee Benefits Consultant will be assisting in DC Pensions, the rebroking of Group Risk and Health Insurance policies including drafting of reports, attending meetings with clients, liaising with insurers and assisting with gathering market and product information. You will be undertaking project work and develop relationships with internal and external clients. APMI or good progress towards completion is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within pensions consulting. Rewards for the right candidate are a competitive basic salary and excellent benefits. This is your chance to be part of a company that has a strong brand name with excellent career opportunities. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

Technical Administrator - Financial Planning £26,000 - £30,000 Financial Planning Office-based Canford Cliffs / Sherborne In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes. This role sits inside that function. You'll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It's a role where accuracy, organisation, and consistency matter as much as pace. This is an office-based position, working from either the Canford Cliffs or Sherborne office. What you'll be doing You'll be responsible for the day-to-day administrative workflow that supports financial planning advice. This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems. You'll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made. You'll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion. Where issues arise, you'll liaise with advisers, clients, and third parties to keep everything on track. A key part of the role is maintaining data integrity and ensuring all post-sale requirements are completed, including client identification checks, application forms, and ongoing record updates. You'll also assist with preparing valuations and maintaining review systems where required. Alongside core administration, you'll provide general office support to advisers and practice leadership, contributing to the smooth running of day-to-day operations. What we're looking for You'll have previous experience in an administrative or business support role, ideally within financial services or a related regulated environment such as pensions, investments, insurance, or banking administration. You don't need to be highly technical, but you do need to understand the basics of financial products and how client servicing processes work in practice. Strong organisation, attention to detail, and the ability to manage multiple tasks accurately are essential. You should be comfortable working to deadlines, handling competing priorities, and maintaining quality under pressure. Equally important is attitude - a professional, reliable approach with a willingness to learn and develop within a structured financial planning environment. Strong communication skills, basic Microsoft Office capability, and the ability to work effectively as part of a team are key to success in this role. Experience in a St. James's Place (SJP) environment is preferred but is not essential Practical details £26,000 - £30,000 depending on experience Office-based (Canford Cliffs or Sherborne) Full-time role

Corporate Client Support Administrator Location: Stockport Contract: Permanent Salary: 28,000 - 30,000 per annum Start Date: Flexible Hybrid Working Contact: (url removed) Job Description Service Care Solutions are recruiting on behalf of a well-established and growing Wealth Management firm for a Corporate Client Support Administrator to join their Corporate Client Support team. This is an excellent opportunity for an organised and detail-oriented individual looking to build a long-term career within Financial Services. You will work closely with Corporate Financial Planners, supporting the administration and implementation of workplace pensions, employee benefits, and protection arrangements for corporate clients. The successful candidate will join a collaborative and supportive team environment, with full training and development available for those looking to progress within the industry. Key Responsibilities Support Corporate Financial Planners with the implementation and ongoing administration of employee benefit schemes. Process pension and protection business accurately and efficiently. Maintain and update client records using back-office systems. Ensure pension scheme assessments and contribution processes are completed accurately and on time. Prepare documentation and obtain information for client meetings where required. Liaise with clients, providers, and third-party professionals. Ensure all administration is completed in line with company procedures and FCA requirements. Assist with business projects and process improvement initiatives. Maintain accurate records and support positive client outcomes at all times. Candidate Criteria Previous administration experience, ideally within Financial Services, Employee Benefits, Pensions, or Wealth Management. Strong organisational and time management skills. Excellent written and verbal communication skills. Good working knowledge of Microsoft Word, Outlook, and Excel. High attention to detail and ability to manage multiple priorities. Client-focused approach with a professional manner. Financial Services qualifications are beneficial but not essential. A desire to develop a career within Wealth Management or Employee Benefits. Benefits 25 days annual leave plus bank holidays. Option to purchase up to 5 additional holiday days. 6% employer pension contribution. Life cover (4x salary). Private Medical Insurance following successful completion of probation. Participation in the Employee Benefit Trust (EBT). Discretionary annual bonus scheme. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed.

Technical Administrator - Financial Planning £26,000 - £30,000 Financial Planning Office-based Corsham / Shaftesbury In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes. This role sits inside that function. You'll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It's a role where accuracy, organisation, and consistency matter as much as pace. This is an office-based position, working from either the Corsham or Shaftesbury office. What you'll be doing You'll be responsible for the day-to-day administrative workflow that supports financial planning advice. This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems. You'll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made. You'll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion. Where issues arise, you'll liaise with advisers, clients, and third parties to keep everything on track. A key part of the role is maintaining data integrity and ensuring all post-sale requirements are completed, including client identification checks, application forms, and ongoing record updates. You'll also assist with preparing valuations and maintaining review systems where required. Alongside core administration, you'll provide general office support to advisers and practice leadership, contributing to the smooth running of day-to-day operations. What we're looking for You'll have previous experience in an administrative or business support role, ideally within financial services or a related regulated environment such as pensions, investments, insurance, or banking administration. You don't need to be highly technical, but you do need to understand the basics of financial products and how client servicing processes work in practice. Strong organisation, attention to detail, and the ability to manage multiple tasks accurately are essential. You should be comfortable working to deadlines, handling competing priorities, and maintaining quality under pressure. Equally important is attitude - a professional, reliable approach with a willingness to learn and develop within a structured financial planning environment. Strong communication skills, basic Microsoft Office capability, and the ability to work effectively as part of a team are key to success in this role. Experience in a St. James's Place (SJP) environment is preferred but is not essential Practical details £26,000 - £30,000 depending on experience Office-based (Corsham or Shaftesbury) Full-time role