62 jobs found

A well-established, independent Chartered Financial Planning firm in Stockport is looking for an experienced Senior Paraplanner as it grows. This is a genuine career job with a firm that wants its paraplanner involved with clients, not boxed into report writing. About the firm: This is an independent, Chartered financial planning practice based in Stockport, owner-managed and built on a strong local reputation with excellent client reviews. It advises clients across the whole of the market on pensions, investments, protection and estate planning, with real strength in looking after business owners and higher-net-worth families. The firm is genuinely busy, and this Senior Paraplanner job has been created on the back of growth, not to backfill. The job: This is a hands-on Senior Paraplanner job with real client contact and a clear path to develop. Producing suitability reports and advice letters across pensions, investments, IHT and protection Carrying out the technical research and analysis the advisers rely on, from attitude to risk through to fund selection Attending client meetings alongside the advisers and building relationships with clients Reviewing existing client arrangements against their objectives and making recommendations Dealing with client queries directly when the advisers are out Maintaining and improving processes to keep work accurate and compliant What you'll need: Solid paraplanning experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Confident report writing and research skills Comfortable dealing with clients face to face Intelligent Office experience a real plus Level 4 Diploma is helpful but not essential. An experienced administrator who can genuinely paraplan will be considered, and exams are funded. The package: Salary up to £45,000 depending on experience Employer pension contributions 25 days' holiday plus bank holidays Death in service cover Paid parking Full exam and study support This is a full-time, office-based job in Stockport. Next steps: Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. We are looking for an experienced Senior Client Services Administrator to join our growing Financial Planning team in Harrogate. This is a key role supporting a high-performing adviser who manages a well-established, high-net-worth client bank. You will play a pivotal part in delivering an exceptional client experience, working closely with clients, providers, and internal teams to ensure all work is completed accurately, efficiently, and to the highest standard. This is a fantastic opportunity for an individual who enjoys client interaction, takes pride in their work, and wants to be part of a collaborative and forward-thinking environment. Supporting an adviser managing circa £130m AUM across 140 households Client values typically from £150k to £25m+ (family-linked) Diverse and active client base with complex needs including: Investments and pensions Business ventures Inheritance tax (IHT) planning Clients range from mid-20s through to early 80s , based across the UK Demanding but rewarding client relationships, with varying time pressures and expectations You will gain excellent exposure to high-net-worth clients and complex cases , supporting meaningful client outcomes. Responsibilities Act as a key point of contact for clients, providing a high-quality, personable service Proactively manage client queries, ensuring timely and accurate responses Prepare and process client documentation across a range of financial planning products Liaise with providers, challenging where necessary to ensure timely and accurate delivery Ensure all work is completed 'right first time', maintaining high attention to detail Support advisers with client reviews, ongoing servicing and case progression Prioritise workload effectively in a fast-paced environment Identify opportunities to improve processes and client outcomes About you We are looking for someone who brings both strong technical capability and the right mindset: Proven experience within a Financial Planning / Wealth Management environment Experience supporting high-net-worth (HNW) clients Confident in dealing directly with clients and building relationships Comfortable challenging providers to drive outcomes for clients Proactive, self-motivated and able to take ownership of workload Strong organisational skills with the ability to prioritise effectively High attention to detail and commitment to quality A team player with a positive attitude and strong work ethic Brings personality and energy to the team It would be desirable for you to have IO experience. If you are looking for a role where you can truly add value, build strong client relationships, and develop your career within financial planning, we'd love to hear from you. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. 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 to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.

Juliette Lister and Lisa Tremlett are currently assisting clients Nationwide who are presently recruiting for Pensions candidates at ALL LEVELS. Home based or hybrid opportunities available, part time considered In order to apply for this role you MUST have experience within the UK Pensions industry. What we're looking for: Pensions Administrators Senior Pensions Administrators Implementation Analysts Data Technicians Pensions Technician GMP contract & Perm Trustee & Governance consultants Trustee & Governance Managers Project Managers Part/Fully Qualified Actuaries Pensions Team Leader This is a Profile Search and Selection vacancy who are operating as an Employment Agency. In order to apply for these positions candidates MUST have PENSIONS EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search. Profile Search and Selection are a specialist Pensions recruitment agency with opportunities nationwide - Please feel free to contact us direct should you wish to discuss any further vacancies

Pensions Team Leader Here at Alexander Lloyd, we are currently working with a well-known third-party administrator to support their search for a Pensions Team Leader to lead and develop their administration team. You could be a senior pensions administrator that has experience in deputising for the team leader and has checked juniors work or already a team leader for your next challenge. Role & Responsibilities: Motivate and develop the pension administration team Work closely with the manager of the team and deputise where neccessary Act as the escalation point for any complaints Conduct performance reviews with the team to ensure they are receiving the correct development and support Essential Criteria: Strong technical knowledge in defined benefit pension administration, including manual calculations Experience in leading teams This role is hybrid to Leeds, 2 days per week so if this position is of interest reach out to discuss further today! Please quote 52426 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

We currently have an exclusive role for an experienced Senior Pension Administrator to join an In House pension team to predominantly work on the Company's closed Defined Benefit (DB) scheme, with the opportunity to also get involved on the DC scheme including engagement with current employees as part of their general retirement planning journey. This is a great opportunity for a technically strong administrator looking to take on quality checking and key annual project responsibilities, as well as involvement in the wider workings of an in-house pension scheme. This role would suit someone who enjoys a mix of operational delivery, technical problem-solving, and contributing to broader scheme projects. Main duties To play a key role in delivering accurate, timely, and compliant pension administration services to DB members. Handle a varied workload that combines day-to-day operations with more complex technical work, pensioner payroll, project support and end to end scheme events such as pensions increase. Quality checking of casework completed by the team to ensure it meets high standards and is delivered in line with agreed Service Level Agreements (SLAs) Processing the monthly pensioner payroll, including associated reconciliations and payments Managing the annual pension increase exercise end-to-end Assisting with other annual and triennial projects What We're Looking For: Significant experience in Defined Benefit pension administration and an understanding of Defined Contribution Schemes. Strong technical knowledge of DB schemes, including benefit calculations and annual exercises. Pensioner payroll experience ideal although full training can be provided to successful candidate. Proven ability to handle complex cases and provide quality assurance / peer review on colleagues' work. Excellent attention to detail and a proactive approach to meeting SLAs and deadlines. What's in it for you? This is a great opportunity for a technically strong administrator looking to take on quality checking and key annual project responsibilities, as well as involvement in the wider workings of an in-house pension scheme. There are opportunities to take an active role within various committees and employee engagement sessions as well as to develop skills in relation to governance and risk management. You will also be offered a Competitive salary Holiday entitlement and Generous Pension Scheme Please quote 52427 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Idex Consulting are seeking an experienced Senior Pensions Administrator to join a growing pensions team, taking responsibility for the day-to-day administration of Defined Benefit (DB) pension schemes while supporting and mentoring junior colleagues. Key Responsibilities Manage the day-to-day administration of DB schemes. Perform and review complex benefit calculations. Act as a key contact for members, trustees, and advisers. Review and check the work of junior team members. Support scheme projects, including GMP reconciliations and wind-ups. Ensure service standards and deadlines are consistently met. Essential Experience Proven DB pensions administration experience. Strong knowledge of UK pensions legislation and scheme rules. Experience handling complex calculations and cases. Desirable Experience attending trustee or client meetings. Mentoring or coaching experience. Involvement in business development or client pitches. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Join us as a Senior Pensions Administrator within our Outsourcing line of business based out of our offices in Redhill, Leeds or 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)

Idex Consulting are seeking an experienced Senior Pensions Administrator to join a growing pensions team, taking responsibility for the day-to-day administration of Defined Benefit (DB) pension schemes while supporting and mentoring junior colleagues. Key Responsibilities Manage the day-to-day administration of DB schemes. Perform and review complex benefit calculations. Act as a key contact for members, trustees, and advisers. Review and check the work of junior team members. Support scheme projects, including GMP reconciliations and wind-ups. Ensure service standards and deadlines are consistently met. Essential Experience Proven DB pensions administration experience. Strong knowledge of UK pensions legislation and scheme rules. Experience handling complex calculations and cases. Desirable Experience attending trustee or client meetings. Mentoring or coaching experience. Involvement in business development or client pitches. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Trainee Financial Adviser - Enderby, Leicestershire, c.£45,000 + Bonus £5,000 (1st year)+ Car Allowance Career path: Structured two-year programme to Financial Planner Cass status within 12 months Long-term partnership opportunity A highly regarded, independently owned financial planning firm based in Enderby, Leicestershire is looking to appoint a Trainee Financial Planner as part of a structured two-year development programme. The firm has been serving high-net-worth clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets. This is a firm where careers are genuinely built. Partners in the business have progressed through exactly this route - from assistant to adviser to equity partner - and the firm's succession planning is designed to create that pathway for the right person again. For the fourth consecutive time this year, the business received a "Best Financial Adviser Firm to Work For" award from Professional Adviser, based on anonymous employee feedback and an independent review of company policy. That is not a marketing claim - it is a reflection of how the firm actually treats its people. ABOUT THE ROLE This is a structured two-year development role designed for an experienced financial services professional who is ready to step into client-facing financial planning and build towards full adviser status. It is also an ideal next step for a Paraplanner or Administrator who has developed strong technical knowledge and now wants to make the transition into a client-facing Financial Adviser role - with a structured pathway, full qualification support, and an established client pipeline to grow into. You will work alongside a Senior Financial Planner and Business Owner - attending client meetings, preparing documentation, developing technical skills, and building relationships with an established portfolio of high-net-worth clients. The pipeline is already in place. Your job is to learn the business, earn client trust, and develop the competence and confidence to manage your own portfolio independently. WHAT YOU WILL BE DOING Attending client meetings alongside a Senior Financial Planner, building relationships with an established portfolio of HNW clients Acting as a point of contact for client queries and ensuring timely, professional responses Preparing meeting documentation, producing detailed client meeting notes, and ensuring all action points are completed Analysing and documenting client data - income, expenditure, assets, liabilities, and objectives - accurately and in full Assisting in the preparation of holistic financial plans across pensions, investments, protection, and tax planning, supported by the paraplanning team Supporting new business development activity - building referral relationships with solicitors and accountants within a targeted geographic region WHAT YOU WILL NEED Experience in a financial services role at an IFA or Wealth Management firm Part-qualified or fully qualified at Level 4 Diploma in Financial Planning (CII DipPFS or equivalent)

Assistant Team Manager Pensions Administration is the heart of our trustee services and as a people-first business, we are seeking a caring, motivated and technically competent Assistant Team Manager to join our team. You will be responsible for the service provided to a portfolio of pension scheme clients that range in size and type, although we predominantly service Defined Benefit schemes. You will manage all day-to-day activities in relation to your portfolio, as well as supporting the team with their training and development needs. This role will ideally be based in our Croydon or Birmingham office with a hybrid workstyle, but other office locations can be considered for the right candidate. Key responsibilities: Oversee and prioritise the allocation of all incoming work. Take responsibility for all work to ensure delivery is of a high standard and is in accordance with client Service Level Agreements. Process member events within deadlines ensuring compliance with Isio's standards as well as scheme rules and legislation. Peer review and check work to ensure it is of a high standard and compliant with scheme rules and legislation. Provide support and share knowledge across the team. Maintain a culture which reflects Isio's values and puts the member at the heart of all activities. Attend and present at both internal and external meetings (including Trustee and/or client meetings). Keeping up to date with technical and scheme changes, particularly those that impact your portfolio of schemes. Take responsibility for ad hoc projects ensuring all deadlines are met and quality is of a high standard. Identify non-core fee projects and ensure these are raised with the client in a timely manner. Be positive and professional at all times, displaying strong leadership skills to help build relationships with others. Key skills and experience Experience - an experienced deputy team leader / strong senior pensions administrator with relevant experience and knowledge of delivering administration services to Defined Benefit pension schemes. Excellent customer service focus with the ability to assess client needs, build relationships and manage expectations. A great communicator - the ability to communicate with clients, members and colleagues with impact and credibility. Enthusiasm and motivation - a unwavering desire to solve problems and deliver excellent customer service. Excellent time management - the ability to manage resources across multiple tasks with a proven track record of consistently delivering to deadlines. A great team worker - an emerging role model within Isio, with the ability to support and develop others. Experience of presenting administration reports and communicating with clients/trustees. Experience of managing, mentoring, supervising, and developing teams. What you can expect in return A competitive salary and market leading bonus scheme Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work. Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.

Senior Pensions Administrator Isio's Pensions Administration business continues to thrive, growing year on year. To support our ambitious growth plans we are looking for technically competent and member focused Senior Pension Administrators. We're able to consider both full and part time working patterns and although this role may be advertised as full time, if that doesn't suit you, we'd still encourage you to apply stating your preferred hours. We currently have positions which can be based in our Croydon, Birmingham, Bristol or Belfast city centre offices with a hybrid workstyle. What does the role entail? You will be responsible for the delivering great service to a portfolio of Defined Benefit pension scheme clients and their members. This will include. Understanding and ensuring scheme activities are processed in line with the scheme rules, taking responsibility for all work to ensure delivery is of a high standard and is in accordance with client Service Level Agreements (SLAs). Performing complex pensions calculations, entering pensions data and answering enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events. Communicating with clients and members on complex queries, including occasional attendance at trustee and client meetings Peer reviewing and checking work to ensure it is of a high standard and compliant with scheme rules and legislation. Keeping abreast of technical developments, procedural and legislative changes impacting your portfolio or scheme. Developing less experienced team members, mentoring and coaching as necessary. Managing small scale, ad hoc projects as needed Working closely with the risk and compliance team to ensure errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales. What we're looking for Previous experience as a Senior Pensions Administrator with experience and knowledge of delivering administration services to Defined Benefit pension schemes. Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues. Good communication skills, and the ability to communicate with clients, members and colleagues with impact and credibility. Excellent prioritisation skills with the ability to manage multiple tasks simultaneously to achieve SLAs. Strong analytical and problem-solving skills, with a desire to improve ways of working Relevant professional qualification (e.g. PMI) - desirable What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.

Senior Pensions Administrator Isio's Pensions Administration business continues to thrive, growing year on year. To support our ambitious growth plans we are looking for technically competent and member focused Senior Pension Administrators. We're able to consider both full and part time working patterns and although this role may be advertised as full time, if that doesn't suit you, we'd still encourage you to apply stating your preferred hours. We currently have positions which can be based in our Manchester, Croydon, Birmingham, Bristol or Belfast city centre offices with a hybrid workstyle. What does the role entail? You will be responsible for the delivering great service to a portfolio of Defined Benefit pension scheme clients and their members. This will include. Understanding and ensuring scheme activities are processed in line with the scheme rules, taking responsibility for all work to ensure delivery is of a high standard and is in accordance with client Service Level Agreements (SLAs). Performing complex pensions calculations, entering pensions data and answering enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events. Communicating with clients and members on complex queries, including occasional attendance at trustee and client meetings Peer reviewing and checking work to ensure it is of a high standard and compliant with scheme rules and legislation. Keeping abreast of technical developments, procedural and legislative changes impacting your portfolio or scheme. Developing less experienced team members, mentoring and coaching as necessary. Managing small scale, ad hoc projects as needed Working closely with the risk and compliance team to ensure errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales. What we're looking for Previous experience as a Senior Pensions Administrator with experience and knowledge of delivering administration services to Defined Benefit pension schemes. Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues. Good communication skills, and the ability to communicate with clients, members and colleagues with impact and credibility. Excellent prioritisation skills with the ability to manage multiple tasks simultaneously to achieve SLAs. Strong analytical and problem-solving skills, with a desire to improve ways of working Relevant professional qualification (e.g. PMI) - desirable What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.

Senior Pensions Project Analyst We are seeking a Senior pensions project administrator/analyst to work in our specialist Administration Project Team. You will be responsible for the delivery and technical aspects of administration projects. The types of projects you may be asked to work on will include, but is not limited to, the following: GMP Equalisation projects; benefit analysis and rectification work; Pensions Dashboard projects; Scheme transitions; De-risking activity including projects relating to insurance transactions; individual technical or high priority cases; data work; CETV Top Up Exercises and No Further Liability exercises. This role can be based in our Leeds, Manchester, Edinburgh, Glasgow, Belfast, Reading, Birmingham or Croydon offices with a hybrid workstyle. What does the role entail? Project Delivery: Involvement in the planning, execution, and monitoring of pension administration projects, ensuring they are completed on time and within budget. Data Analysis: Perform data analysis and validation to ensure the accuracy and integrity of pension data. Identify and resolve discrepancies under supervision. Reporting: Regular maintenance of project trackers, highlighting key milestones, risks, and issues. Provide recommendations for improvement where necessary. Compliance: Ensure all project activities comply with relevant regulations, industry standards, and internal policies. Stay updated on changes in pension legislation and best practices. Stakeholder Management: Collaborate with internal and external stakeholders, team members, and third-party providers, to ensure effective communication and project delivery. Process Improvement: Identify opportunities for process improvements and efficiencies within pension administration projects. Implement best practices and innovative solutions to enhance service delivery. Documentation: Maintain comprehensive project documentation, including project plans, risk registers, and issue logs. Ensure all documentation is accurate, up-to-date, and easily accessible. Training and Support: Provide support to team members and clients on project-related activities and pension administration processes. What we're looking for Demonstrable experience of delivering administration services to DB pension schemes. Demonstrable experience working on, reviewing and delivering bulk projects including GMP, Pension Dashboard, Data Rectification or De-risking. Experience being responsible for supporting and assisting junior staff members. Strong analytical and problem-solving skills, with a keen eye for detail. Excellent communication and interpersonal skills, with the ability to build and maintain effective relationships with stakeholders. Strong organisational and time management skills, with the ability to manage multiple tasks simultaneously. Experience of working in a third-party administration environment. Proficiency in MS Office Suite, particularly excel. Willingness to learn and develop in the field of pensions administration. Technical pensions and legislative knowledge and understanding would be advantageous. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask.

IFA Administrator Fleet, hybrid Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing. As an IFA administrator, you'll play a key role in supporting the advisers to deliver exceptional financial planning services. You'll use your technical expertise to prepare research, liaise with clients and providers, and ensure all client records are uptodate. Benefits: Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) Hybrid Pension contribution DIS Parking A supportive and collaborative team culture that values growth and professional development. Opportunities to advance towards Chartered status or senior paraplanner roles. To be considered for this IFA Administrator position: Proven IFA Administrator experience within an advisory or wealth management environment. Understanding of financial products - investment, pensions, tax planning Proficient in using financial planning software and CRM systems - training can be provided Apply today to be considered for this Financial Planning Admin opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Job Synonyms: Technical Support, Financial Planning Technician, Report Writer, IFA Support, Adviser Support

Senior IFA Administrator - Financial Planning Edgbaston Up to £35,000 DOE + Excellent Benefits Hybrid Working NJR Recruitment is delighted to be partnering with a highly regarded and expanding Financial Planning firm in Edgbaston, seeking an experienced Senior IFA Administrator to join their successful and growing team. This is an exciting opportunity to join a progressive and people-focused organisation that places a strong emphasis on employee development, collaboration, and career progression. As the business continues to grow, they are looking to attract a talented individual who is keen to make a meaningful contribution while further developing their own skills and expertise within a supportive environment. Working closely with Financial Planners and Office Managers, you will play an integral role in delivering an exceptional client experience, providing high-quality support across a range of financial planning activities. You will also have the opportunity to mentor and support junior colleagues, share your knowledge and expertise, and help drive the continued success of a dynamic and ambitious team. If you are looking to join a firm that genuinely values its people, encourages professional growth, and offers long-term career opportunities, this could be the perfect next step in your career. Benefits Salary up to £35,000 depending on experience Hybrid working with up to 2 days working from home 23 days annual leave plus bank holidays, increasing with length of service 3% employer pension contribution Life assurance at 4x salary Income protection cover Company sick pay scheme Employee Assistance Programme Financial wellbeing support and additional employee benefits The Opportunity As a Senior IFA Administrator, you will be responsible for providing comprehensive administrative support across a broad range of financial planning activities. You'll work on both routine and complex cases, ensuring clients receive a professional, efficient, and compliant service at every stage of their journey. Alongside your technical expertise, you'll act as a mentor and role model within the team, sharing knowledge and helping to maintain the highest standards of client service and operational excellence. Key Responsibilities Preparing client review packs, valuation reports, and performance documentation Processing new business submissions and ensuring all compliance requirements are met Liaising with providers to obtain policy information, valuations, and illustrations Managing client servicing activities, including withdrawals, fund switches, and policy amendments Maintaining accurate and up-to-date client records using the firm's back-office systems Preparing post-review correspondence and keeping clients informed throughout the advice process Supporting Financial Planners with complex investment, pension, protection, and mortgage cases Producing fund switch reports and assisting with research using FE Analytics Coaching and supporting junior administrators to encourage development and best practice About You The successful candidate will possess: A minimum of 5 years' experience within an IFA/Financial Planning administration role Strong technical knowledge of pensions, investments, protection, and financial planning processes A thorough understanding of FCA regulatory requirements and industry best practice Experience supporting complex and high-value client cases Excellent organisational skills with a meticulous attention to detail Strong communication and relationship-building abilities Proficiency with financial planning back-office systems and Microsoft Office applications If you are an experienced IFA Administrator looking to join a well-established and growing Financial Planning firm that values its people and offers genuine long-term career prospects, we'd love to hear from you. For a confidential discussion or to apply, please contact NJR quoting NJR16804

IFA Administrator Cramlington/ Hybrid Salary up to £34,000 + Benefits Our client is a leading and national Independent provider of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an experienced Financial Services Administrator to join their team in Cramlington on the outskirts of Newcastle. This is a hybrid role which will consist of 3 days office, and 2 days WFH. The experienced Financial Services administrator will support the financial consultants by managing and administering a portfolio of pensions and personal wealth clients ensuring smooth and efficient handling of their financial affairs. What's in it for you? Competitive salary and benefits package Hybrid working arrangement - flexibility to work from home after training Opportunities for career growth and professional development Collaborative team environment with a chance to learn from experienced professionals Access to a variety of voluntary benefits tailored to your needs Participation in charity events and social activities Responsibilities: Client Portfolio Management: Supporting a Senior Consultant by administering and managing a portfolio of pension and personal wealth clients. Proactive Support: Collaborating closely with the Senior Consultant, assisting in the smooth running of client accounts and ensuring that their financial needs are met. Client Liaison: Handling client queries, providing information, and ensuring high levels of service are maintained at all times. Regulatory Compliance: Ensuring all activities are carried out in line with internal procedures and relevant regulations. Administrative Support: Taking on administrative tasks that support the Senior Consultant, including preparing documents, managing workflows, and coordinating meetings. Continuous Learning: Staying up to date with industry changes and regulations, participating in training to deepen your expertise. Experience and Skills: Minimum of 2 years' experience in a similar financial services role. Solid understanding of financial services and the ability to manage complex client portfolios Previous experience supporting senior consultants or leadership teams is a plus Excellent customer service and interpersonal skills, with the ability to communicate clearly at all levels High attention to detail and the ability to work proactively to resolve client issues Strong organisational skills and the ability to prioritise and manage multiple tasks in a fast-paced environment Ability to work independently and as part of a team, with a collaborative approach This is an exciting opportunity for an individual who is looking to take their career to the next level. For more information apply online or speak to one of our specialist consultants quoting reference NJR16802

Member Services Lead - Pensions (Hybrid or Remote with Travel to Preston) Hybrid Working with 2 days in Preston, Lancashire or Remote with Travel will be considered for candidates living 50+ miles from our offices in Preston. £65k-£75k DOE + benefits- 37 hours a week Please note, shortlisting will be concluded on 20th July, with interviews to be scheduled w/c 3rd and 10th August. A glance at the role: Our Senior Manager Member Services Lead role is a key senior leadership role with responsibility for shaping and delivering high-quality pensions administration across LGPS, Police and Fire schemes. You will lead large-scale service delivery, drive operational excellence, and play a critical role in transforming how we deliver member and employer outcomes. The role holder will be accountable for the delivery of client SLAs, driving high performance across teams, and embedding a culture where exceptional member service is at the heart of everything we do. They will play a critical role in developing people capability, strengthening operational performance, and leading continuous improvement initiatives. As a senior leader within Member Services, you will lead, motivate and inspire multidisciplinary administration teams, working in close partnership with the Head of Member Services and wider leadership group to ensure LPPA continues to deliver value and trusted outcomes for our stakeholders. At LPPA, we are continuing to evolve our operating model, investing in technology, and strengthening our service delivery approach. This role offers the opportunity to influence that journey and make a tangible impact across a large and complex client base. A bit about us: Local Pensions Partnership Administration (LPPA) is a multi-award-winning organisation and one of the UK's leading pension administration companies. What we can offer you: - Competitive salary £65k-£75k DOE + inclusion in annual bonus scheme - 30 days' holiday, plus bank holidays and 2 additional concessionary days and 1 day for your Birthday, with the ability to 'buy and sell leave. - Access to an excellent pension scheme (Local Government Pension Scheme) with generous employer contributions. - Access to Health or Dental Plan - Access to our Enhanced Employee Assistance Programme for when you might need some support. - The opportunity to earn through our Employee Referral Scheme. - Access to our bespoke Reward Discount Scheme - 'Your Perk Site.' - Opportunities to attend Wellbeing webinars and social events. - Daily free fruit and snacks available to you in our office. - Free Car Parking in Preston City Centre What you'll be doing: As a member of the senior leadership team, you will contribute to wider organisational priorities, influence decision-making, and help shape the future direction of Member Services. - Lead and develop a high-performing team of circa 40 administrators and people managers to operate effectively to deliver a high-quality service - Lead by example by setting consistently high standards in every area of administration - Drive adoption of technology and automation to improve efficiency - Inspire staff to develop and meet their career goals - Liaise with the Head of Planning & Insights to understand how macro factors can impact demand - Oversee work allocation and ensure effective service delivery - Lead continuous improvement and service transformation initiatives to enhance the member experience - Monitor performance against the forecast daily with the aim to clear all due work with no backlog carry over - Re-prioritise as needed throughout the working day to ensure targets are achieved and delivered - Prepare regular MI showing the forecast vs actual performance and explain differentials - Review and improve current processes, systems and ways of working to ensure they are fit for the future - Continually review and challenge processes to maximise use of new technology (including UPM) and automation of processes to improve efficiency - Demonstrate a strong understanding of regulatory requirements within Local Government, Fire and Police pension schemes, ensuring all regulatory and disclosure deadlines are met - Input into LPPA risk register and, where appropriate, act as risk owner on data risks, helping define the risk appetite on the level of monitoring and compliance risks - Be proactive in identifying and embedding ways for reduction in number of complaints, data breaches and errors - Forward plan resource requirements to support Value Added Business (VAB) activity as required with the Commercial team. - Engage with clients, Pension Boards and Committees - Consistently achieve member and employee satisfaction scores - Demonstrate reduction in number of complaints, data breaches and errors What we need from you: - Proven leadership experience within LGPS pensions administration, with responsibility for large teams and complex service delivery environments (minimum 5 years) - Experience of Local Government Pensions Administration (minimum 5 years) - Experience of leading, managing and driving the performance of others (30+ direct/indirect reports) - Experience of client relationship management - Significant stakeholder management experience with proven ability to engage and influence others to deliver the best outcomes - Experience managing change in a fast-paced and agile environment - Ability to interpret and use complex data - Ability to review and improve end-to-end processes - Displaying excellent verbal and written communication skills, be able to use evidence and knowledge to support accurate, expert decisions and provide advice to support LPPA objectives - Attention to detail and innovative thinking skills - Self-motivated, decisive, with the ability to adapt to change and competing demands

Juliette Lister and Lisa Tremlett are currently assisting a third party pensions Company who are presently recruiting for Pensions Administrators at all levels with DB Pensions Experience Home based What we're looking for: What we're looking for:- Pension administration experience, particularly with DB pension schemes. Experience with calculations, payments and authorising work. Excellent numeracy and data inputting skills. Computer literate with experience using IT systems (Word, Outlook, Teams). Excellent accuracy, attention to detail and quality management skills. Strong communication skills, including written communication skills in a variety of communication channels. Ability to work under pressure and towards tight deadlines. Strong team working ethic and ability to coach and guide other employees. This is a Profile Search and Selection vacancy who are operating as an Employment Agency. In order to apply for these positions candidates MUST have DB AND/OR DC PENSIONS EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search. If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search. Profile Search and Selection are a specialist Pensions recruitment agency with opportunities nationwide - Please feel free to contact us direct should you wish to discuss any further vacancies