This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to £40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jun 15, 2026
Full time
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to £40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
BPA ADMINISTRATOR As a BPA Administrator, you'll be responsible for administering pension benefits, processing member transactions, resolving queries and ensuring benefits are paid accurately and on time. You'll work closely with policyholders, trustees, colleagues and external stakeholders to provide excellent customer service while maintaining compliance with pension legislation and company policies. Key Responsibilities Administer BPA policies and defined benefit pension schemes. Process retirements, transfer values, death benefits, and pension payments. Respond to member and trustee enquiries with clear and informative guidance. Maintain accurate member records and support reporting activities. Assist with pension increases, benefit statements, and scheme communications. Support operational projects, on boarding activities, payroll processing, and quality assurance. Identify and support vulnerable customers, delivering positive outcomes in line with FCA Consumer Duty requirements. Contribute to process improvements and operational efficiencies. About You Experience in BPA administration and/or defined benefit pension schemes. Good understanding of pension legislation and regulatory requirements. Strong analytical, organisational, and problem-solving skills. Excellent communication and customer service abilities. Proficient in Microsoft Excel, Word, and Outlook. Comfortable working with administration systems and managing multiple priorities. What You'll Bring Accuracy and attention to detail. A collaborative approach and commitment to continuous improvement. The ability to explain complex pension information in a clear and concise way. A passion for delivering excellent customer outcomes. If you're looking to develop your career in pensions administration within a supportive and professional environment, we'd love to hear from you.
Jun 15, 2026
Full time
BPA ADMINISTRATOR As a BPA Administrator, you'll be responsible for administering pension benefits, processing member transactions, resolving queries and ensuring benefits are paid accurately and on time. You'll work closely with policyholders, trustees, colleagues and external stakeholders to provide excellent customer service while maintaining compliance with pension legislation and company policies. Key Responsibilities Administer BPA policies and defined benefit pension schemes. Process retirements, transfer values, death benefits, and pension payments. Respond to member and trustee enquiries with clear and informative guidance. Maintain accurate member records and support reporting activities. Assist with pension increases, benefit statements, and scheme communications. Support operational projects, on boarding activities, payroll processing, and quality assurance. Identify and support vulnerable customers, delivering positive outcomes in line with FCA Consumer Duty requirements. Contribute to process improvements and operational efficiencies. About You Experience in BPA administration and/or defined benefit pension schemes. Good understanding of pension legislation and regulatory requirements. Strong analytical, organisational, and problem-solving skills. Excellent communication and customer service abilities. Proficient in Microsoft Excel, Word, and Outlook. Comfortable working with administration systems and managing multiple priorities. What You'll Bring Accuracy and attention to detail. A collaborative approach and commitment to continuous improvement. The ability to explain complex pension information in a clear and concise way. A passion for delivering excellent customer outcomes. If you're looking to develop your career in pensions administration within a supportive and professional environment, we'd love to hear from you.
BDS Recruitment are looking for a Sheltered Housing administrator for a small site in South Watford. This is a temp ongoing role to start ASAP to work 8.5 hours per week over 2 days (flexible) Pay rate- £15.96 paye per hour The main role is to provide daily communication with the residents, who live independently within the Scheme, and you will be responsible for logging information, signposting, health and safety checks of the building and reporting and repairs. You must hold an Enhanced DBS check dated in the last 12 months or on the update service. Criteria: Previous experience working with older adults or vulnerbale adults Solid IT skills Excellent customer service skills Apply now for immediate consideration or call Vickie
Jun 13, 2026
Full time
BDS Recruitment are looking for a Sheltered Housing administrator for a small site in South Watford. This is a temp ongoing role to start ASAP to work 8.5 hours per week over 2 days (flexible) Pay rate- £15.96 paye per hour The main role is to provide daily communication with the residents, who live independently within the Scheme, and you will be responsible for logging information, signposting, health and safety checks of the building and reporting and repairs. You must hold an Enhanced DBS check dated in the last 12 months or on the update service. Criteria: Previous experience working with older adults or vulnerbale adults Solid IT skills Excellent customer service skills Apply now for immediate consideration or call Vickie
PENSIONS ADVISOR Are you an experienced Pensions Advisor seeking a role that offers flexibility and a competitive rate? Look no further. This role provides an excellent chance to utilise your expertise in a dynamic and supportive environment. Role Overview: This position is a 3 to 6 month ongoing contract with a competitive rate of £27 per hour (umbrella). The role offers both part-time and full-time options, with a hybrid working arrangement that requires occasional office attendance. This flexibility allows you to maintain a healthy work-life balance while contributing to meaningful work. Key Responsibilities: - Calculate and verify redundancy payments. For early retirements, provide essential data to the pensions administrator to facilitate accurate pension benefit calculations and employer cost assessments. Liaise with relevant parties to ensure timely and precise information delivery.- Advise the pensions administrator on pay calculations related to child-related absences, sickness, strikes, and leaves of absence. Perform and verify these calculations as needed.- Ensure new employers or admitted bodies are accurately and promptly integrated into the Fund.- Control, monitor, and reconcile LGPS employee and employer contributions for employing and admitted bodies, schools, and academies with external payroll providers. Address and resolve any discrepancies.- Ensure employers and their payroll administrators correctly manage AVC deductions, providing necessary information to AVC schemes and members in a timely and accurate manner. Skills and Experience Required: - Proven experience in pension administration, particularly within the Local Government Pension Scheme (LGPS) is highly desirable.- Strong analytical skills with the ability to perform and verify complex calculations accurately.- Excellent communication skills to liaise effectively with various stakeholders.- Attention to detail and a commitment to delivering high-quality work.- Ability to work independently and manage multiple tasks efficiently.This role is perfect for a dedicated professional looking to make a significant impact within a reputable organisation. If you possess the required skills and experience, this could be the ideal next step in your career.
Jun 13, 2026
Seasonal
PENSIONS ADVISOR Are you an experienced Pensions Advisor seeking a role that offers flexibility and a competitive rate? Look no further. This role provides an excellent chance to utilise your expertise in a dynamic and supportive environment. Role Overview: This position is a 3 to 6 month ongoing contract with a competitive rate of £27 per hour (umbrella). The role offers both part-time and full-time options, with a hybrid working arrangement that requires occasional office attendance. This flexibility allows you to maintain a healthy work-life balance while contributing to meaningful work. Key Responsibilities: - Calculate and verify redundancy payments. For early retirements, provide essential data to the pensions administrator to facilitate accurate pension benefit calculations and employer cost assessments. Liaise with relevant parties to ensure timely and precise information delivery.- Advise the pensions administrator on pay calculations related to child-related absences, sickness, strikes, and leaves of absence. Perform and verify these calculations as needed.- Ensure new employers or admitted bodies are accurately and promptly integrated into the Fund.- Control, monitor, and reconcile LGPS employee and employer contributions for employing and admitted bodies, schools, and academies with external payroll providers. Address and resolve any discrepancies.- Ensure employers and their payroll administrators correctly manage AVC deductions, providing necessary information to AVC schemes and members in a timely and accurate manner. Skills and Experience Required: - Proven experience in pension administration, particularly within the Local Government Pension Scheme (LGPS) is highly desirable.- Strong analytical skills with the ability to perform and verify complex calculations accurately.- Excellent communication skills to liaise effectively with various stakeholders.- Attention to detail and a commitment to delivering high-quality work.- Ability to work independently and manage multiple tasks efficiently.This role is perfect for a dedicated professional looking to make a significant impact within a reputable organisation. If you possess the required skills and experience, this could be the ideal next step in your career.
Pensions Team Leader (Interim) West London £350 - 400 per day We are currently supporting a Local Authority in West London with the appointment of an Interim Pensions Team Leader to oversee the delivery of an effective pensions administration service. This role will be responsible for managing a team and ensuring the accurate and timely processing of pension benefits in line with relevant regulations and service standards. Key responsibilities: Manage and support a team of pensions administrators, ensuring service delivery standards are met Oversee the administration of pension cases including retirements, transfers, deaths and estimates Ensure compliance with pensions legislation and internal policies Act as a technical escalation point for complex queries Monitor team performance, workloads and outputs Drive process improvements and support operational efficiencies Build effective relationships with internal stakeholders and scheme members Requirements: Strong experience within pensions administration Proven experience leading or supervising a team Good understanding of pensions legislation and regulatory frameworks Ability to manage high volumes of work to deadlines LGPS experience desirable Experience with pensions systems such as Altair, Civica or Heywood is desirable This is an excellent opportunity for an experienced pensions professional to join a well-established local authority on an interim basis.
Jun 12, 2026
Contractor
Pensions Team Leader (Interim) West London £350 - 400 per day We are currently supporting a Local Authority in West London with the appointment of an Interim Pensions Team Leader to oversee the delivery of an effective pensions administration service. This role will be responsible for managing a team and ensuring the accurate and timely processing of pension benefits in line with relevant regulations and service standards. Key responsibilities: Manage and support a team of pensions administrators, ensuring service delivery standards are met Oversee the administration of pension cases including retirements, transfers, deaths and estimates Ensure compliance with pensions legislation and internal policies Act as a technical escalation point for complex queries Monitor team performance, workloads and outputs Drive process improvements and support operational efficiencies Build effective relationships with internal stakeholders and scheme members Requirements: Strong experience within pensions administration Proven experience leading or supervising a team Good understanding of pensions legislation and regulatory frameworks Ability to manage high volumes of work to deadlines LGPS experience desirable Experience with pensions systems such as Altair, Civica or Heywood is desirable This is an excellent opportunity for an experienced pensions professional to join a well-established local authority on an interim basis.
Senior SIPP Administrator Award-Winning Pension Provider Hybrid Working Are you an experienced SIPP or pensions professional looking for a role where your expertise is genuinely valued? We're working with a highly respected, award-winning pension provider that continues to grow year after year through innovation, outstanding service and market-leading pension solutions. Due to continued expansion, they are looking to strengthen their established SIPP Administration team with several new hires. This is an excellent opportunity to join a business with an outstanding reputation in the pensions industry, offering long-term career development, hybrid working, a supportive culture and exposure to a varied and technically interesting caseload. Why consider this opportunity? Join a recognised and award-winning pension provider Hybrid home and office working available Excellent salary and comprehensive benefits package Strong focus on employee well being and development Genuine opportunities for career progression across the wider business High staff retention and a collaborative team environment Work with experienced professionals across pensions, operations and financial services Exposure to complex pension cases, retirement planning and investment administration The Role As a SIPP Administrator, you'll play a key role in supporting both clients and regulated financial advisers, ensuring all pension administration is completed accurately, efficiently and in line with regulatory requirements. This position offers a broad range of responsibilities across the full lifecycle of a SIPP, making it ideal for candidates seeking variety, technical exposure and the opportunity to further develop their pension expertise. Key duties will include: Processing SIPP transfer-in and transfer-out requests Managing new business applications through to completion Administering pension drawdown and retirement income payments Processing PCLS and ad-hoc benefit payments Calculating member benefits, including drawdown, bereavement and divorce-related cases Processing investment applications and withdrawals Using HMRC online services and payroll systems to administer member benefits Liaising with financial advisers, clients, solicitors and third-party providers Supporting the administration of SIPPs and SSAS arrangements, including property-based schemes where applicable Maintaining high service standards and meeting agreed service levels Contributing to risk management and regulatory compliance processes Assisting with complaint resolution where required About You We're keen to speak with individuals who have previous pensions administration experience, particularly within SIPP administration. You'll ideally possess: Strong knowledge of SIPP and pension regulations Previous experience administering pension transfers, drawdown and retirement benefits Excellent attention to detail and organisational skills Strong communication and relationship-building abilities Good understanding of investment transactions and pension products Confidence working with financial advisers, clients and external stakeholders Proficiency in Microsoft Office, particularly Excel A positive, proactive and customer-focused approach The Opportunity This is a fantastic chance to join a growing organisation at an exciting stage of its development. Whether you're looking to further your career within pensions administration, broaden your technical knowledge, or join a business with a genuine focus on employee development and work-life balance, this opportunity offers all of that and more. For a confidential discussion and immediate consideration, please contact Recruit Wealth today
Jun 12, 2026
Full time
Senior SIPP Administrator Award-Winning Pension Provider Hybrid Working Are you an experienced SIPP or pensions professional looking for a role where your expertise is genuinely valued? We're working with a highly respected, award-winning pension provider that continues to grow year after year through innovation, outstanding service and market-leading pension solutions. Due to continued expansion, they are looking to strengthen their established SIPP Administration team with several new hires. This is an excellent opportunity to join a business with an outstanding reputation in the pensions industry, offering long-term career development, hybrid working, a supportive culture and exposure to a varied and technically interesting caseload. Why consider this opportunity? Join a recognised and award-winning pension provider Hybrid home and office working available Excellent salary and comprehensive benefits package Strong focus on employee well being and development Genuine opportunities for career progression across the wider business High staff retention and a collaborative team environment Work with experienced professionals across pensions, operations and financial services Exposure to complex pension cases, retirement planning and investment administration The Role As a SIPP Administrator, you'll play a key role in supporting both clients and regulated financial advisers, ensuring all pension administration is completed accurately, efficiently and in line with regulatory requirements. This position offers a broad range of responsibilities across the full lifecycle of a SIPP, making it ideal for candidates seeking variety, technical exposure and the opportunity to further develop their pension expertise. Key duties will include: Processing SIPP transfer-in and transfer-out requests Managing new business applications through to completion Administering pension drawdown and retirement income payments Processing PCLS and ad-hoc benefit payments Calculating member benefits, including drawdown, bereavement and divorce-related cases Processing investment applications and withdrawals Using HMRC online services and payroll systems to administer member benefits Liaising with financial advisers, clients, solicitors and third-party providers Supporting the administration of SIPPs and SSAS arrangements, including property-based schemes where applicable Maintaining high service standards and meeting agreed service levels Contributing to risk management and regulatory compliance processes Assisting with complaint resolution where required About You We're keen to speak with individuals who have previous pensions administration experience, particularly within SIPP administration. You'll ideally possess: Strong knowledge of SIPP and pension regulations Previous experience administering pension transfers, drawdown and retirement benefits Excellent attention to detail and organisational skills Strong communication and relationship-building abilities Good understanding of investment transactions and pension products Confidence working with financial advisers, clients and external stakeholders Proficiency in Microsoft Office, particularly Excel A positive, proactive and customer-focused approach The Opportunity This is a fantastic chance to join a growing organisation at an exciting stage of its development. Whether you're looking to further your career within pensions administration, broaden your technical knowledge, or join a business with a genuine focus on employee development and work-life balance, this opportunity offers all of that and more. For a confidential discussion and immediate consideration, please contact Recruit Wealth today
Pensions Administrator / Officer - Benefits Team (LGPS) City Centre Hybrid Working (3 office / 2 home after training) Competitive salary + excellent public sector benefits Flexi-time (7am-7pm) I am exclusively working with a well-established public sector organisation seeking experienced Pensions Administrators to join their Benefits team . This is a fantastic opportunity to join a stable, supportive environment where your technical expertise will directly impact members at key life stages.With multiple permanent roles available, this is an ideal move for candidates looking to develop their LGPS career within a highly regarded pension fund. The Role This position sits within the Benefits team, focusing on the final stages of the retirement process, where accuracy, technical knowledge and strong communication are essential. You'll be responsible for: Calculating and processing retirement benefits, AVCs and pension payments Verifying and analysing member records, liaising with employers and scheme members Responding to complex queries around entitlement, calculations and legislation Managing end-of-process payments, including AVC conversion options Handling member correspondence, phone and counter enquiries Ensuring compliance with LGPS regulations and HMRC legislation This is a highly detail-oriented role, suited to someone confident working with complex pension calculations and sensitive financial data. What I'm Looking For We're keen to speak with candidates who have: Previous pension administration experience (LGPS highly desirable) Strong understanding of pension calculations and member benefits Experience handling complex queries and casework Excellent numeracy and attention to detail A background in a financial, pensions or regulated environment Candidates from other pension schemes or financial services backgrounds with transferable skills will also be considered as long as you are comfortable with manual pension calculations. What's On Offer This role comes with a highly attractive public sector package: Hybrid working (homeworking available after training period) Flexible working hours (core hours 10-12 & 2-4) 28 days holiday, rising to 33 + bank holidays Christmas shutdown period through to New Year! Salary sacrifice schemes (car & bike) Healthcare plan & Employee Assistance Programme Local Government CARE Pension Scheme Leisure discounts & staff savings schemes Option to purchase up to 10 additional days annual leave Why Apply? This is a brilliant opportunity to: Join a secure, well-structured public sector organisation Develop your technical pensions knowledge (LGPS focus) Work in a supportive, team-driven environment Benefit from genuine work-life balance and flexibility Important Information Hybrid working is available once initial training is complete (training duration will depend on experience). Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Jun 12, 2026
Full time
Pensions Administrator / Officer - Benefits Team (LGPS) City Centre Hybrid Working (3 office / 2 home after training) Competitive salary + excellent public sector benefits Flexi-time (7am-7pm) I am exclusively working with a well-established public sector organisation seeking experienced Pensions Administrators to join their Benefits team . This is a fantastic opportunity to join a stable, supportive environment where your technical expertise will directly impact members at key life stages.With multiple permanent roles available, this is an ideal move for candidates looking to develop their LGPS career within a highly regarded pension fund. The Role This position sits within the Benefits team, focusing on the final stages of the retirement process, where accuracy, technical knowledge and strong communication are essential. You'll be responsible for: Calculating and processing retirement benefits, AVCs and pension payments Verifying and analysing member records, liaising with employers and scheme members Responding to complex queries around entitlement, calculations and legislation Managing end-of-process payments, including AVC conversion options Handling member correspondence, phone and counter enquiries Ensuring compliance with LGPS regulations and HMRC legislation This is a highly detail-oriented role, suited to someone confident working with complex pension calculations and sensitive financial data. What I'm Looking For We're keen to speak with candidates who have: Previous pension administration experience (LGPS highly desirable) Strong understanding of pension calculations and member benefits Experience handling complex queries and casework Excellent numeracy and attention to detail A background in a financial, pensions or regulated environment Candidates from other pension schemes or financial services backgrounds with transferable skills will also be considered as long as you are comfortable with manual pension calculations. What's On Offer This role comes with a highly attractive public sector package: Hybrid working (homeworking available after training period) Flexible working hours (core hours 10-12 & 2-4) 28 days holiday, rising to 33 + bank holidays Christmas shutdown period through to New Year! Salary sacrifice schemes (car & bike) Healthcare plan & Employee Assistance Programme Local Government CARE Pension Scheme Leisure discounts & staff savings schemes Option to purchase up to 10 additional days annual leave Why Apply? This is a brilliant opportunity to: Join a secure, well-structured public sector organisation Develop your technical pensions knowledge (LGPS focus) Work in a supportive, team-driven environment Benefit from genuine work-life balance and flexibility Important Information Hybrid working is available once initial training is complete (training duration will depend on experience). Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
4Recruitment Services
Hammersmith And Fulham, London
4Recruitment Services are seeking an experienced Pensions Advisor to work for a council based in West London. You will support the day-to-day operation of our clients Pension Service and help ensure the accurate administration of pension benefits for scheme members and employers. DUTIES AND RESPONSIBILITIES INCLUDE: Support the management and monitoring of pension administration services and performance standards. Calculate and verify redundancy payments, retirement benefits, pensionable remuneration, transfers, and other pension-related payments. Ensure accurate maintenance of pension records by providing and checking member data and liaising with pension administrators. Monitor and reconcile employee and employer pension contributions, identifying and resolving discrepancies. Support the onboarding of new employers and admitted bodies into the Pension Fund. Check pension payroll data, including new pensioners, beneficiary payments, deaths, and pension adjustments. Provide guidance and training to employers and payroll administrators on Local Government Pension Scheme (LGPS) requirements. Liaise with employers, payroll providers, financial institutions, government agencies, and other stakeholders to ensure compliance and accuracy. ESSENTIAL REQUIREMENTS INCLUDE: Knowledge of the Local Government Pension Scheme (LGPS) and an understanding of pension regulations and administration. Strong numerical, analytical, and problem-solving skills with exceptional attention to detail. Experience reconciling financial data and performing complex calculations accurately. Excellent communication skills and the ability to build effective relationships with employers, administrators, and stakeholders. The ability to manage multiple priorities while maintaining high standards of accuracy and customer service A full JD is available on request. Recruitment is done in line with safe recruitment practices. 4Recruitment Services is an equal opportunities employer. To discuss this vacancy in further detail or any other vacancies, please contact our Team on (phone number removed) or email (url removed).
Jun 12, 2026
Contractor
4Recruitment Services are seeking an experienced Pensions Advisor to work for a council based in West London. You will support the day-to-day operation of our clients Pension Service and help ensure the accurate administration of pension benefits for scheme members and employers. DUTIES AND RESPONSIBILITIES INCLUDE: Support the management and monitoring of pension administration services and performance standards. Calculate and verify redundancy payments, retirement benefits, pensionable remuneration, transfers, and other pension-related payments. Ensure accurate maintenance of pension records by providing and checking member data and liaising with pension administrators. Monitor and reconcile employee and employer pension contributions, identifying and resolving discrepancies. Support the onboarding of new employers and admitted bodies into the Pension Fund. Check pension payroll data, including new pensioners, beneficiary payments, deaths, and pension adjustments. Provide guidance and training to employers and payroll administrators on Local Government Pension Scheme (LGPS) requirements. Liaise with employers, payroll providers, financial institutions, government agencies, and other stakeholders to ensure compliance and accuracy. ESSENTIAL REQUIREMENTS INCLUDE: Knowledge of the Local Government Pension Scheme (LGPS) and an understanding of pension regulations and administration. Strong numerical, analytical, and problem-solving skills with exceptional attention to detail. Experience reconciling financial data and performing complex calculations accurately. Excellent communication skills and the ability to build effective relationships with employers, administrators, and stakeholders. The ability to manage multiple priorities while maintaining high standards of accuracy and customer service A full JD is available on request. Recruitment is done in line with safe recruitment practices. 4Recruitment Services is an equal opportunities employer. To discuss this vacancy in further detail or any other vacancies, please contact our Team on (phone number removed) or email (url removed).
Join us as a Senior Pensions Administrator within our Outsourcing line of business based out of our offices in Welwyn working hybrid. You will work within a team to provide a high quality service to our impressive portfolio of clients that include prestigious and market leading global companies. In the role of Senior Pensions Administrator, you will take on advanced calculations and administration of complex schemes (DB and/or DC) and play an active role in mentoring and checking the work of junior team colleagues. This gives you the opportunity to work 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. The Role Accurately processes and manages complex pensions calculations and queries across a variety of different pension processes and case types such as Retirements, Transfers, Deaths. Cases and processes are completed to a high standard proving accurate and well worded correspondence Checks and monitors work completed by junior colleagues, providing feedback and guidance to colleagues as required to ensure work is right first time and output targets across the team. Acts as a point of escalation for the team for technical issues, non-standard cases, and member complaints. Utilises previous knowledge and experience in pension legislation/regulations as well as WTW guidance and procedures to ensure day to day work on an individual and team basis is of a high quality. Supports the Team Leader in ensuring that all service level agreements and performance standards are achieved on a day-to-day basis and takes responsibility for coordinating team workload and some management or client responsibilities delegated by the Team Leader. Coaches, supports, and mentors junior colleagues providing feedback and supporting the wider development and knowledge of the team. Continuously seeks to identify areas where the service to clients /members could be improved and takes forward process improvements as required. Assists in complex and project-based work as and when required. What you'll bring Previous experience working in an occupational pension administration team (DB experience is essential) carrying out administration processes, including but not limited to Retirements, Transfers and Deaths. Experience and knowledge of Pensions Legislation and Regulations and applying these within an administration team in response to changes or new legislation. Experience and knowledge of the DB manual calculations required for a variety of administration processes. High level attention to detail and skilled in following and applying procedural documentation and checking the work of other colleagues. Ability to carry out and manage high volumes of work while maintaining a high level of accuracy. Excellent organisational and time management skills and being able to manage own workload, wider teamwork load and multiple client member queries at the same time, whilst maintaining a high-quality service. Excellent interpersonal skills to include good written and verbal communication and use of Microsoft Excel and Word. Experience of coaching and supporting less experienced colleagues. Experience of working in a hybrid/multi-site team would be an advantage. 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. (OGB2)
Jun 12, 2026
Full time
Join us as a Senior Pensions Administrator within our Outsourcing line of business based out of our offices in Welwyn working hybrid. You will work within a team to provide a high quality service to our impressive portfolio of clients that include prestigious and market leading global companies. In the role of Senior Pensions Administrator, you will take on advanced calculations and administration of complex schemes (DB and/or DC) and play an active role in mentoring and checking the work of junior team colleagues. This gives you the opportunity to work 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. The Role Accurately processes and manages complex pensions calculations and queries across a variety of different pension processes and case types such as Retirements, Transfers, Deaths. Cases and processes are completed to a high standard proving accurate and well worded correspondence Checks and monitors work completed by junior colleagues, providing feedback and guidance to colleagues as required to ensure work is right first time and output targets across the team. Acts as a point of escalation for the team for technical issues, non-standard cases, and member complaints. Utilises previous knowledge and experience in pension legislation/regulations as well as WTW guidance and procedures to ensure day to day work on an individual and team basis is of a high quality. Supports the Team Leader in ensuring that all service level agreements and performance standards are achieved on a day-to-day basis and takes responsibility for coordinating team workload and some management or client responsibilities delegated by the Team Leader. Coaches, supports, and mentors junior colleagues providing feedback and supporting the wider development and knowledge of the team. Continuously seeks to identify areas where the service to clients /members could be improved and takes forward process improvements as required. Assists in complex and project-based work as and when required. What you'll bring Previous experience working in an occupational pension administration team (DB experience is essential) carrying out administration processes, including but not limited to Retirements, Transfers and Deaths. Experience and knowledge of Pensions Legislation and Regulations and applying these within an administration team in response to changes or new legislation. Experience and knowledge of the DB manual calculations required for a variety of administration processes. High level attention to detail and skilled in following and applying procedural documentation and checking the work of other colleagues. Ability to carry out and manage high volumes of work while maintaining a high level of accuracy. Excellent organisational and time management skills and being able to manage own workload, wider teamwork load and multiple client member queries at the same time, whilst maintaining a high-quality service. Excellent interpersonal skills to include good written and verbal communication and use of Microsoft Excel and Word. Experience of coaching and supporting less experienced colleagues. Experience of working in a hybrid/multi-site team would be an advantage. 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. (OGB2)
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.
Jun 11, 2026
Full time
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.
We're partnering with a highly respected UK organisation seeking an experienced Senior Pensions Administrator to join its established in-house pensions team. This is a fantastic opportunity to join a stable and supportive environment where you'll play a key role in the administration of a complex Defined Benefit (DB) / Final Salary Pension Scheme , working alongside experienced pensions professionals who are passionate about delivering exceptional service to scheme members. If you're looking for a role where you can utilise your DB pensions knowledge, pension payroll expertise, pension calculations and technical administration skills , this could be the perfect next step. To be considered for the role, you ll require the following essentials: Defined Benefit (DB) / Final Salary Pension Scheme Administration Pension Payroll Administration Pension Calculations and Manual Calculation Experience Retirement, Transfer and Death Case Processing Technical Pension Administration Pension Scheme Compliance and Quality Assurance Strong attention to detail and analytical skills As a Senior Pensions Administrator, you'll be responsible for: Administering a large Defined Benefit / Final Salary Pension Scheme Managing pensioner payroll processes and associated reconciliations Reviewing and checking pension calculations to ensure accuracy and compliance Processing retirement, transfer, death and member benefit cases Supporting annual pension exercises, including pension increases and scheme updates Resolving complex member queries and technical pension administration issues Working closely with trustees, advisers and external pension providers Supporting governance, audit and compliance activities Contributing to continuous improvement initiatives and best practice processes Hours and Salary Monday to Friday office visits as and when required but predominantly remote working £50,000 per annum plus Bonus Generous Pension Scheme Private Healthcare Options Life Assurance 25 Days Holiday + Bank Holidays Flexible Hybrid Working Supportive and Experienced Team Long-Term Career Stability Talk Staff Recruitment is an established division of Talk Staff Group and works with companies throughout the East Midlands and UK with roles including many areas such as: Accountancy & Finance, Human Resources, Marketing, Contact Centre and Office Support. Talk Staff Recruitment act as an Employment Business in relation to this vacancy. See our website for more details and jobs available - (url removed) (phone number removed)
Jun 11, 2026
Full time
We're partnering with a highly respected UK organisation seeking an experienced Senior Pensions Administrator to join its established in-house pensions team. This is a fantastic opportunity to join a stable and supportive environment where you'll play a key role in the administration of a complex Defined Benefit (DB) / Final Salary Pension Scheme , working alongside experienced pensions professionals who are passionate about delivering exceptional service to scheme members. If you're looking for a role where you can utilise your DB pensions knowledge, pension payroll expertise, pension calculations and technical administration skills , this could be the perfect next step. To be considered for the role, you ll require the following essentials: Defined Benefit (DB) / Final Salary Pension Scheme Administration Pension Payroll Administration Pension Calculations and Manual Calculation Experience Retirement, Transfer and Death Case Processing Technical Pension Administration Pension Scheme Compliance and Quality Assurance Strong attention to detail and analytical skills As a Senior Pensions Administrator, you'll be responsible for: Administering a large Defined Benefit / Final Salary Pension Scheme Managing pensioner payroll processes and associated reconciliations Reviewing and checking pension calculations to ensure accuracy and compliance Processing retirement, transfer, death and member benefit cases Supporting annual pension exercises, including pension increases and scheme updates Resolving complex member queries and technical pension administration issues Working closely with trustees, advisers and external pension providers Supporting governance, audit and compliance activities Contributing to continuous improvement initiatives and best practice processes Hours and Salary Monday to Friday office visits as and when required but predominantly remote working £50,000 per annum plus Bonus Generous Pension Scheme Private Healthcare Options Life Assurance 25 Days Holiday + Bank Holidays Flexible Hybrid Working Supportive and Experienced Team Long-Term Career Stability Talk Staff Recruitment is an established division of Talk Staff Group and works with companies throughout the East Midlands and UK with roles including many areas such as: Accountancy & Finance, Human Resources, Marketing, Contact Centre and Office Support. Talk Staff Recruitment act as an Employment Business in relation to this vacancy. See our website for more details and jobs available - (url removed) (phone number removed)
PENSIONS ADVISOR Are you an experienced Pensions Advisor seeking a role that offers flexibility and a competitive rate? Look no further. This role provides an excellent chance to utilise your expertise in a dynamic and supportive environment. Role Overview: This position is a 3 to 6 month ongoing contract with a competitive rate of 27 per hour (umbrella). The role offers both part-time and full-time options, with a hybrid working arrangement that requires occasional office attendance. This flexibility allows you to maintain a healthy work-life balance while contributing to meaningful work. Key Responsibilities: - Calculate and verify redundancy payments. For early retirements, provide essential data to the pensions administrator to facilitate accurate pension benefit calculations and employer cost assessments. Liaise with relevant parties to ensure timely and precise information delivery. - Advise the pensions administrator on pay calculations related to child-related absences, sickness, strikes, and leaves of absence. Perform and verify these calculations as needed. - Ensure new employers or admitted bodies are accurately and promptly integrated into the Fund. - Control, monitor, and reconcile LGPS employee and employer contributions for employing and admitted bodies, schools, and academies with external payroll providers. Address and resolve any discrepancies. - Ensure employers and their payroll administrators correctly manage AVC deductions, providing necessary information to AVC schemes and members in a timely and accurate manner. Skills and Experience Required: - Proven experience in pension administration, particularly within the Local Government Pension Scheme (LGPS) is highly desirable. - Strong analytical skills with the ability to perform and verify complex calculations accurately. - Excellent communication skills to liaise effectively with various stakeholders. - Attention to detail and a commitment to delivering high-quality work. - Ability to work independently and manage multiple tasks efficiently. This role is perfect for a dedicated professional looking to make a significant impact within a reputable organisation. If you possess the required skills and experience, this could be the ideal next step in your career.
Jun 11, 2026
Seasonal
PENSIONS ADVISOR Are you an experienced Pensions Advisor seeking a role that offers flexibility and a competitive rate? Look no further. This role provides an excellent chance to utilise your expertise in a dynamic and supportive environment. Role Overview: This position is a 3 to 6 month ongoing contract with a competitive rate of 27 per hour (umbrella). The role offers both part-time and full-time options, with a hybrid working arrangement that requires occasional office attendance. This flexibility allows you to maintain a healthy work-life balance while contributing to meaningful work. Key Responsibilities: - Calculate and verify redundancy payments. For early retirements, provide essential data to the pensions administrator to facilitate accurate pension benefit calculations and employer cost assessments. Liaise with relevant parties to ensure timely and precise information delivery. - Advise the pensions administrator on pay calculations related to child-related absences, sickness, strikes, and leaves of absence. Perform and verify these calculations as needed. - Ensure new employers or admitted bodies are accurately and promptly integrated into the Fund. - Control, monitor, and reconcile LGPS employee and employer contributions for employing and admitted bodies, schools, and academies with external payroll providers. Address and resolve any discrepancies. - Ensure employers and their payroll administrators correctly manage AVC deductions, providing necessary information to AVC schemes and members in a timely and accurate manner. Skills and Experience Required: - Proven experience in pension administration, particularly within the Local Government Pension Scheme (LGPS) is highly desirable. - Strong analytical skills with the ability to perform and verify complex calculations accurately. - Excellent communication skills to liaise effectively with various stakeholders. - Attention to detail and a commitment to delivering high-quality work. - Ability to work independently and manage multiple tasks efficiently. This role is perfect for a dedicated professional looking to make a significant impact within a reputable organisation. If you possess the required skills and experience, this could be the ideal next step in your career.
Due to a number of New Business wins my client, an award winning Pension Consultancy, currently seek a talented Senior Administrator to join their friendly, award winning, Defined Benefit team. The role will involve prioritising the day to day workload of the team and assisting the Administration Manager in ensuring that the team runs smoothly. Duties will include: Ensuring that an effective pension administration service is provided to all clients Ensuring that client work is completed with SLA's and deadlines Handling more complex pension tasks such as calculations and scheme project work Being a point of contact for a portfolio of clients as well as trustees and senior scheme members Involvement in annual projects such as renewals, benefit statements and pension increases Providing advice and guidance to less experienced colleagues Provide input regarding process and procedural change Applicants must possess good knowledge of Defined Benefit (DB) pension schemes with the ability to perform a range of complex calculations including leavers, retirements, deaths and transfers in and out. You are likely to possess around 3 plus years technical experience from a Third Party or In-House background along with strong numeracy, communication and organisation skills. This is a great opportunity to join a highly respected pension consultancy which offers a great working environment, generous benefits, hybrid working, and great prospects for development.
Oct 08, 2025
Full time
Due to a number of New Business wins my client, an award winning Pension Consultancy, currently seek a talented Senior Administrator to join their friendly, award winning, Defined Benefit team. The role will involve prioritising the day to day workload of the team and assisting the Administration Manager in ensuring that the team runs smoothly. Duties will include: Ensuring that an effective pension administration service is provided to all clients Ensuring that client work is completed with SLA's and deadlines Handling more complex pension tasks such as calculations and scheme project work Being a point of contact for a portfolio of clients as well as trustees and senior scheme members Involvement in annual projects such as renewals, benefit statements and pension increases Providing advice and guidance to less experienced colleagues Provide input regarding process and procedural change Applicants must possess good knowledge of Defined Benefit (DB) pension schemes with the ability to perform a range of complex calculations including leavers, retirements, deaths and transfers in and out. You are likely to possess around 3 plus years technical experience from a Third Party or In-House background along with strong numeracy, communication and organisation skills. This is a great opportunity to join a highly respected pension consultancy which offers a great working environment, generous benefits, hybrid working, and great prospects for development.
IFA Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
Sep 23, 2025
Full time
IFA Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
Financial Planning Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
Sep 23, 2025
Full time
Financial Planning Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
