Senior Paraplanner Vacancy Work with 3 Financial Advisers Offices near Kingston (Surrey/South London) £40k - £50k basic salary plus bonus My client are a boutique wealth planning firm with offices in Kingston-upon-Thames who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £100k up to £2m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 10 years. The business has grown organically since its inception a team of established 3 Advisers and a full team of support staff including administrators, paraplanners and operations staff. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. The Directors are creating a brand-new role for a Paraplanner who will be responsible for conducting end to end technical administration and supporting the advisers with technical support with their existing clients and any new business. You will be attending some client meetings, compiling suitability letters and pre-meeting documentation assisting the MD with his affairs. This role is suitable for a candidate with at least 2 years of wealth management paraplanning experience but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 13, 2026
Full time
Senior Paraplanner Vacancy Work with 3 Financial Advisers Offices near Kingston (Surrey/South London) £40k - £50k basic salary plus bonus My client are a boutique wealth planning firm with offices in Kingston-upon-Thames who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £100k up to £2m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 10 years. The business has grown organically since its inception a team of established 3 Advisers and a full team of support staff including administrators, paraplanners and operations staff. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. The Directors are creating a brand-new role for a Paraplanner who will be responsible for conducting end to end technical administration and supporting the advisers with technical support with their existing clients and any new business. You will be attending some client meetings, compiling suitability letters and pre-meeting documentation assisting the MD with his affairs. This role is suitable for a candidate with at least 2 years of wealth management paraplanning experience but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Jun 13, 2026
Full time
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Senior Pensions Project Administrator whose purpose will be to plan and carry out projects and Scheme Events using Profund Classic, oPen, and other tools as required within the agreed time and budget constraints. The Pensions Project Administrator will provide support and technical expertise to the Pensions Managers in delivering ad-hoc client projects as well as assisting in Pension Scheme Installations. The Senior Pensions Project Administrator will also undertake in project tasks and provide reports to communicate progress/unexpected issues with the project sponsor. You will also need to have relevant experience with exposure to technical issues relating to pension scheme legislation and systems. To be considered for this role you must have at least 3-4 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within pensions consulting. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Jun 13, 2026
Full time
This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Senior Pensions Project Administrator whose purpose will be to plan and carry out projects and Scheme Events using Profund Classic, oPen, and other tools as required within the agreed time and budget constraints. The Pensions Project Administrator will provide support and technical expertise to the Pensions Managers in delivering ad-hoc client projects as well as assisting in Pension Scheme Installations. The Senior Pensions Project Administrator will also undertake in project tasks and provide reports to communicate progress/unexpected issues with the project sponsor. You will also need to have relevant experience with exposure to technical issues relating to pension scheme legislation and systems. To be considered for this role you must have at least 3-4 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within pensions consulting. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Senior Pensions Administrator who will be responsible for all aspects of the day to day administration of a number of DB pension schemes. You will be involved in the manual calculation and payment of benefits, production of reports, efficient handling of correspondence, e-mail and telephone enquiries from scheme members and third party institutions, assisting with scheme renewal queries and issuing of benefit statements as required. Also you will be performing calculations and communication of pension increases and undertaking general checking and peer review responsibilities for less experienced team members. To be successful for this position, the right Pensions Administrator will need to have a proven knowledge of DB pension arrangements, awareness of service standards and statutory disclosure requirements, experience of using Profund oPen administration platform and have the ability to work as part of a team. To be considered for this role you must have at least 2 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Jun 13, 2026
Full time
This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Senior Pensions Administrator who will be responsible for all aspects of the day to day administration of a number of DB pension schemes. You will be involved in the manual calculation and payment of benefits, production of reports, efficient handling of correspondence, e-mail and telephone enquiries from scheme members and third party institutions, assisting with scheme renewal queries and issuing of benefit statements as required. Also you will be performing calculations and communication of pension increases and undertaking general checking and peer review responsibilities for less experienced team members. To be successful for this position, the right Pensions Administrator will need to have a proven knowledge of DB pension arrangements, awareness of service standards and statutory disclosure requirements, experience of using Profund oPen administration platform and have the ability to work as part of a team. To be considered for this role you must have at least 2 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Job Title: Pensions Administrator Location: York, Hybrid Contract Type: Permanent Salary: Up to 32,500 per annum Working Pattern: Full Time Are you ready to work for one of the best businesses in it's field? Our client is on the lookout for a dedicated and detail-oriented Pensions Administrator to join their De-risking and Endgame Solutions (DES) team! This is an exciting opportunity for someone with experience in the pensions sector to contribute to meaningful work as part of a friendly team. About the Role: As a Pensions Administrator, you will play a vital role in supporting schemes during crucial stages, from preparing for buyouts to assisting with insolvent employers through the PPF assessment period. Your work will ensure that members receive their correct benefits and achieve the best possible outcomes. If you're passionate about delivering exceptional service and are keen to grow in your career, we want to hear from you! Key Responsibilities: To carry out routine administration services for all clients as requested by Senior Administrators, Pensions Manager, Pensions Director or Directors which will include the following duties: Maintaining membership records on the administration system Calculating benefits for members; i.e. leavers, retirements, transfers, deaths Setting up new members on the administration system Dealing with general queries from members, the employer and the trustees by telephone, email and letter Assisting in the preparation of the annual benefit statements Your Skills & Experience: Familiarity with DB Pension Schemes is essential Proven ability to deliver an exceptional customer experience Excellent written and verbal communication skills Strong numeracy skills and a keen attention to detail Solutions-driven mindset with a focus on continuous improvement Studying towards or completed relevant professional qualifications is desirable To apply, please submit your CV and a cover letter detailing your relevant experience. We can't wait to speak with you! Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jun 13, 2026
Full time
Job Title: Pensions Administrator Location: York, Hybrid Contract Type: Permanent Salary: Up to 32,500 per annum Working Pattern: Full Time Are you ready to work for one of the best businesses in it's field? Our client is on the lookout for a dedicated and detail-oriented Pensions Administrator to join their De-risking and Endgame Solutions (DES) team! This is an exciting opportunity for someone with experience in the pensions sector to contribute to meaningful work as part of a friendly team. About the Role: As a Pensions Administrator, you will play a vital role in supporting schemes during crucial stages, from preparing for buyouts to assisting with insolvent employers through the PPF assessment period. Your work will ensure that members receive their correct benefits and achieve the best possible outcomes. If you're passionate about delivering exceptional service and are keen to grow in your career, we want to hear from you! Key Responsibilities: To carry out routine administration services for all clients as requested by Senior Administrators, Pensions Manager, Pensions Director or Directors which will include the following duties: Maintaining membership records on the administration system Calculating benefits for members; i.e. leavers, retirements, transfers, deaths Setting up new members on the administration system Dealing with general queries from members, the employer and the trustees by telephone, email and letter Assisting in the preparation of the annual benefit statements Your Skills & Experience: Familiarity with DB Pension Schemes is essential Proven ability to deliver an exceptional customer experience Excellent written and verbal communication skills Strong numeracy skills and a keen attention to detail Solutions-driven mindset with a focus on continuous improvement Studying towards or completed relevant professional qualifications is desirable To apply, please submit your CV and a cover letter detailing your relevant experience. We can't wait to speak with you! Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
We are looking to recruit a pensions administration, implementation team leader, subject matter expert for the role of a pensions onboarding team leader. What does that mean ? We need someone who from the available documentation and consulting with key stakeholders can map an existing pension administration function into a new organisation, processes, business rules, understanding the pension calculations required to fulfil the policy obligations using new systems and integrating the processes into a new environment. Once you map the way forward, you will have an integrated team of data, process and pension administration professionals that will work closely with you to implement your strategy. To be a success in this role, you will require a wealth of knowledge in setting up an running the processes for a pension administration team. You will be the one who looks for a better / smarter way. You will listen well and be able to communicate your ideas clearly. You will have worked as a senior pension administrator or team leader. If you enjoy project work, have a genuine depth of knowledge and understanding of pension administration and can articulate your ideas, there is a good chance you will be ideal for the role of a pension onboarding team leader. This is a hybrid role that will require 2 days per week in our clients office in West Yorkshire. This is an opportunity to join an organisation that values creating a positive and supportive working environment in a role that is pivotal in providing excellent service to clients and policy holders. Eligo Recruitment is acting as an Employment Business in relation to this vacancy. Eligo is proud to be an equal opportunity employer dedicated to fostering diversity and creating an inclusive and equitable environment for employees and applicants. We actively celebrate and embrace differences, including but not limited to race, colour, religion, sex, sexual orientation, gender identity, national origin, veteran status, and disability. We encourage applications from individuals of all backgrounds and experiences and all will be considered for employment without discrimination. At Eligo Recruitment diversity, equity and inclusion is integral to achieving our mission to ensure every workplace reflects the richness of human diversity.
Jun 13, 2026
Full time
We are looking to recruit a pensions administration, implementation team leader, subject matter expert for the role of a pensions onboarding team leader. What does that mean ? We need someone who from the available documentation and consulting with key stakeholders can map an existing pension administration function into a new organisation, processes, business rules, understanding the pension calculations required to fulfil the policy obligations using new systems and integrating the processes into a new environment. Once you map the way forward, you will have an integrated team of data, process and pension administration professionals that will work closely with you to implement your strategy. To be a success in this role, you will require a wealth of knowledge in setting up an running the processes for a pension administration team. You will be the one who looks for a better / smarter way. You will listen well and be able to communicate your ideas clearly. You will have worked as a senior pension administrator or team leader. If you enjoy project work, have a genuine depth of knowledge and understanding of pension administration and can articulate your ideas, there is a good chance you will be ideal for the role of a pension onboarding team leader. This is a hybrid role that will require 2 days per week in our clients office in West Yorkshire. This is an opportunity to join an organisation that values creating a positive and supportive working environment in a role that is pivotal in providing excellent service to clients and policy holders. Eligo Recruitment is acting as an Employment Business in relation to this vacancy. Eligo is proud to be an equal opportunity employer dedicated to fostering diversity and creating an inclusive and equitable environment for employees and applicants. We actively celebrate and embrace differences, including but not limited to race, colour, religion, sex, sexual orientation, gender identity, national origin, veteran status, and disability. We encourage applications from individuals of all backgrounds and experiences and all will be considered for employment without discrimination. At Eligo Recruitment diversity, equity and inclusion is integral to achieving our mission to ensure every workplace reflects the richness of human diversity.
Joshua Robert Recruitment
Kingswinford, West Midlands
Payroll & Reward Specialist 12 Month Fixed Term Contract £45,000 - £50,000 + Benefits We are working with a highly established UK property business with a substantial and diverse commercial portfolio spanning retail, industrial and mixed-use assets across the country. With continued investment across both its people function and operational infrastructure, the business is looking to appoint a Senior Payroll & Reward Specialist to support the HR team during a 12-month fixed term period. The role has a strong focus on payroll and HR systems improvement. The successful individual will play a key role in supporting ongoing systems implementation and optimisation projects, while ensuring the smooth running of payroll, pensions and reward processes across the organisation. The role would suit someone who combines strong technical payroll knowledge with experience improving processes, managing data integrity and supporting system change within a fast-paced business environment. The Role Manage the end-to-end monthly payroll process, ensuring accuracy, compliance and timely submission of all payroll activity. Oversee pensions, statutory payments, benefits administration and payroll-related reporting. Act as a key point of contact for payroll, tax and pension queries across the business. Support ongoing HR and payroll systems implementation and optimisation projects, including testing, process improvement and data management. Work closely with internal stakeholders and external providers to improve reporting capability, controls and operational efficiency. Maintain accurate employee data across HR systems and support wider compliance, audit and reporting activity. About You Proven experience managing end-to-end payroll within a complex organisation. Strong understanding of payroll legislation, pensions and HMRC compliance requirements. Previous involvement in HR/payroll systems implementation, migration or optimisation projects is essential. Strong analytical skills with excellent attention to detail and data accuracy. Proactive and solutions-focused, with the ability to improve processes and drive efficiencies. Confident communicator, able to work effectively with stakeholders across HR, finance and third-party providers. Experience with Cintra and/or Sage HR would be advantageous. CIPP qualification (or working towards) desirable. This is an excellent opportunity to join a well-established property business in a broad and visible role, offering exposure across payroll operations, systems implementation and wider HR process improvement initiatives.
Jun 13, 2026
Full time
Payroll & Reward Specialist 12 Month Fixed Term Contract £45,000 - £50,000 + Benefits We are working with a highly established UK property business with a substantial and diverse commercial portfolio spanning retail, industrial and mixed-use assets across the country. With continued investment across both its people function and operational infrastructure, the business is looking to appoint a Senior Payroll & Reward Specialist to support the HR team during a 12-month fixed term period. The role has a strong focus on payroll and HR systems improvement. The successful individual will play a key role in supporting ongoing systems implementation and optimisation projects, while ensuring the smooth running of payroll, pensions and reward processes across the organisation. The role would suit someone who combines strong technical payroll knowledge with experience improving processes, managing data integrity and supporting system change within a fast-paced business environment. The Role Manage the end-to-end monthly payroll process, ensuring accuracy, compliance and timely submission of all payroll activity. Oversee pensions, statutory payments, benefits administration and payroll-related reporting. Act as a key point of contact for payroll, tax and pension queries across the business. Support ongoing HR and payroll systems implementation and optimisation projects, including testing, process improvement and data management. Work closely with internal stakeholders and external providers to improve reporting capability, controls and operational efficiency. Maintain accurate employee data across HR systems and support wider compliance, audit and reporting activity. About You Proven experience managing end-to-end payroll within a complex organisation. Strong understanding of payroll legislation, pensions and HMRC compliance requirements. Previous involvement in HR/payroll systems implementation, migration or optimisation projects is essential. Strong analytical skills with excellent attention to detail and data accuracy. Proactive and solutions-focused, with the ability to improve processes and drive efficiencies. Confident communicator, able to work effectively with stakeholders across HR, finance and third-party providers. Experience with Cintra and/or Sage HR would be advantageous. CIPP qualification (or working towards) desirable. This is an excellent opportunity to join a well-established property business in a broad and visible role, offering exposure across payroll operations, systems implementation and wider HR process improvement initiatives.
Senior Pensions Administrator We're partnering with a leading UK Pensions Consultancy and is looking for an experienced Senior Pensions Administrator to join their growing administration team. This is an excellent opportunity to work with a well-established business that provides high-quality pensions consulting, administration and advisory services. This position can be aligned to Belfast office. Our client offers flexible, hybrid working arrangements. What you'll be doing: In this role, you'll manage a portfolio of pension scheme clients, predominately Defined Benefit (DB) schemes with some Defined Contribution (DC) schemes. You will be responsible for delivering the delivering day-to-day administration, ensuring work is completed in line with scheme rules, legislation and service level agreements. Key responsibilities: Managing the day-to-day administration of a portfolio of schemes. Processing member and scheme events. Reviewing work completed by junior Pension Administrators. Producing member communications, letters and reports. Supporting client and trustee meetings when required. Participating to ad-hoc administration projects. Experience required: Experienced in administering Defined Benefit (DB) pension schemes, at least 5+ years. Strong knowledge and understanding of pensions legislation and technical processes. Experience working within in third-party administration environment. Excellent communication and organisational skills. If you're looking to take the next step in your pensions career and join a forward-thinking organisation, we'd love to hear from you.
Jun 13, 2026
Full time
Senior Pensions Administrator We're partnering with a leading UK Pensions Consultancy and is looking for an experienced Senior Pensions Administrator to join their growing administration team. This is an excellent opportunity to work with a well-established business that provides high-quality pensions consulting, administration and advisory services. This position can be aligned to Belfast office. Our client offers flexible, hybrid working arrangements. What you'll be doing: In this role, you'll manage a portfolio of pension scheme clients, predominately Defined Benefit (DB) schemes with some Defined Contribution (DC) schemes. You will be responsible for delivering the delivering day-to-day administration, ensuring work is completed in line with scheme rules, legislation and service level agreements. Key responsibilities: Managing the day-to-day administration of a portfolio of schemes. Processing member and scheme events. Reviewing work completed by junior Pension Administrators. Producing member communications, letters and reports. Supporting client and trustee meetings when required. Participating to ad-hoc administration projects. Experience required: Experienced in administering Defined Benefit (DB) pension schemes, at least 5+ years. Strong knowledge and understanding of pensions legislation and technical processes. Experience working within in third-party administration environment. Excellent communication and organisational skills. If you're looking to take the next step in your pensions career and join a forward-thinking organisation, we'd love to hear from you.
Excellent Benefits & Annual Bonus A modern, independent financial planning firm based in Hertford is looking to appoint a Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment. Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple - putting clients first and making financial planning more approachable, transparent, and effective. The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued. The Role You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business's continued growth. This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning. Key Responsibilities Supporting Financial Advisers with day-to-day administration Processing new business across pensions, investments, and protection Preparing client review packs and documentation Liaising with providers and clients Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering outstanding client service throughout the advice process About You Diploma qualified (Level 4) or working towards completion Experience within an IFA or wealth management environment Strong understanding of pensions and investments Excellent organisational and communication skills High attention to detail and accuracy Ambitious and keen to progress into paraplanning What's on Offer Salary up to £42,000 Clear route into a Junior Paraplanner role Ongoing professional development and exam support Supportive and approachable leadership team Modern and collaborative working environment Opportunity to join an ambitious and growing business Long-term career progression If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.
Jun 13, 2026
Full time
Excellent Benefits & Annual Bonus A modern, independent financial planning firm based in Hertford is looking to appoint a Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment. Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple - putting clients first and making financial planning more approachable, transparent, and effective. The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued. The Role You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business's continued growth. This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning. Key Responsibilities Supporting Financial Advisers with day-to-day administration Processing new business across pensions, investments, and protection Preparing client review packs and documentation Liaising with providers and clients Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering outstanding client service throughout the advice process About You Diploma qualified (Level 4) or working towards completion Experience within an IFA or wealth management environment Strong understanding of pensions and investments Excellent organisational and communication skills High attention to detail and accuracy Ambitious and keen to progress into paraplanning What's on Offer Salary up to £42,000 Clear route into a Junior Paraplanner role Ongoing professional development and exam support Supportive and approachable leadership team Modern and collaborative working environment Opportunity to join an ambitious and growing business Long-term career progression If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.
Senior Pensions Administrator We're partnering with a leading UK Pensions Consultancy and is looking for an experienced Senior Pensions Administrator to join their growing administration team. This is an excellent opportunity to work with a well-established business that provides high-quality pensions consulting, administration and advisory services. This position can be aligned to Reading office. Our client offers flexible, hybrid working arrangements. What you'll be doing: In this role, you'll manage a portfolio of pension scheme clients, predominately Defined Benefit (DB) schemes with some Defined Contribution (DC) schemes. You will be responsible for delivering the delivering day-to-day administration, ensuring work is completed in line with scheme rules, legislation and service level agreements. Key responsibilities: Managing the day-to-day administration of a portfolio of schemes. Processing member and scheme events. Reviewing work completed by junior Pension Administrators. Producing member communications, letters and reports. Supporting client and trustee meetings when required. Participating to ad-hoc administration projects. Experience required: Experienced in administering Defined Benefit (DB) pension schemes, at least 5+ years. Strong knowledge and understanding of pensions legislation and technical processes. Experience working within in third-party administration environment. Excellent communication and organisational skills. If you're looking to take the next step in your pensions career and join a forward-thinking organisation, we'd love to hear from you.
Jun 13, 2026
Full time
Senior Pensions Administrator We're partnering with a leading UK Pensions Consultancy and is looking for an experienced Senior Pensions Administrator to join their growing administration team. This is an excellent opportunity to work with a well-established business that provides high-quality pensions consulting, administration and advisory services. This position can be aligned to Reading office. Our client offers flexible, hybrid working arrangements. What you'll be doing: In this role, you'll manage a portfolio of pension scheme clients, predominately Defined Benefit (DB) schemes with some Defined Contribution (DC) schemes. You will be responsible for delivering the delivering day-to-day administration, ensuring work is completed in line with scheme rules, legislation and service level agreements. Key responsibilities: Managing the day-to-day administration of a portfolio of schemes. Processing member and scheme events. Reviewing work completed by junior Pension Administrators. Producing member communications, letters and reports. Supporting client and trustee meetings when required. Participating to ad-hoc administration projects. Experience required: Experienced in administering Defined Benefit (DB) pension schemes, at least 5+ years. Strong knowledge and understanding of pensions legislation and technical processes. Experience working within in third-party administration environment. Excellent communication and organisational skills. If you're looking to take the next step in your pensions career and join a forward-thinking organisation, we'd love to hear from you.
Senior IFA Administrator - Coventry A boutique, well-established financial planning firm based in Coventry is looking to appoint an experienced Senior IFA Administrator to join their growing team. This is an excellent opportunity for an experienced IFA Administrator with at least 2 years' experience within financial planning/wealth management who is looking to join a supportive and highly regarded firm with genuine long-term career prospects. The business has an excellent reputation locally and offers a collaborative working environment with strong staff retention. I have personally placed both Paraplanners and Advisers into this firm previously, all of whom are still there and very happy. The Role You will provide high-quality administrative support to Financial Advisers and Paraplanners, helping to ensure a smooth and efficient client journey across pensions, investments and protection business. The firm is open to candidates who: Wish to remain within an administration-focused role long term Or are looking to progress into a Paraplanning position over the next 12-24 months Full support will be provided for career development and professional qualifications. What's on Offer Salary: £31,000 - £36,000 depending on experience 8% employer pension contribution Private health insurance Free parking Full support towards achieving the Level 4 Diploma qualification Genuine progression opportunities within a supportive environment Requirements Minimum 2 years' experience within IFA/Financial Planning administration Strong organisational and communication skills Experience supporting advisers within a wealth management environment A proactive and professional approach If you are an experienced IFA Administrator looking for a firm that genuinely invests in its people and offers excellent long-term prospects, please apply today.
Jun 13, 2026
Full time
Senior IFA Administrator - Coventry A boutique, well-established financial planning firm based in Coventry is looking to appoint an experienced Senior IFA Administrator to join their growing team. This is an excellent opportunity for an experienced IFA Administrator with at least 2 years' experience within financial planning/wealth management who is looking to join a supportive and highly regarded firm with genuine long-term career prospects. The business has an excellent reputation locally and offers a collaborative working environment with strong staff retention. I have personally placed both Paraplanners and Advisers into this firm previously, all of whom are still there and very happy. The Role You will provide high-quality administrative support to Financial Advisers and Paraplanners, helping to ensure a smooth and efficient client journey across pensions, investments and protection business. The firm is open to candidates who: Wish to remain within an administration-focused role long term Or are looking to progress into a Paraplanning position over the next 12-24 months Full support will be provided for career development and professional qualifications. What's on Offer Salary: £31,000 - £36,000 depending on experience 8% employer pension contribution Private health insurance Free parking Full support towards achieving the Level 4 Diploma qualification Genuine progression opportunities within a supportive environment Requirements Minimum 2 years' experience within IFA/Financial Planning administration Strong organisational and communication skills Experience supporting advisers within a wealth management environment A proactive and professional approach If you are an experienced IFA Administrator looking for a firm that genuinely invests in its people and offers excellent long-term prospects, please apply today.
Excellent Benefits & Annual Bonus A modern, independent financial planning firm based in the heart of St Albans is looking to appoint a Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment. Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple putting clients first and making financial planning more approachable, transparent, and effective. The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued. The Role You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business's continued growth. This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning. Key Responsibilities Supporting Financial Advisers with day-to-day administration Processing new business across pensions, investments, and protection Preparing client review packs and documentation Liaising with providers and clients Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering outstanding client service throughout the advice process About You Diploma qualified (Level 4) or working towards completion Experience within an IFA or wealth management environment Strong understanding of pensions and investments Excellent organisational and communication skills High attention to detail and accuracy Ambitious and keen to progress into paraplanning What's on Offer Salary up to £40,000 Clear route into a Junior Paraplanner role Ongoing professional development and exam support Supportive and approachable leadership team Modern and collaborative working environment Opportunity to join an ambitious and growing business Long-term career progression If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.
Jun 13, 2026
Full time
Excellent Benefits & Annual Bonus A modern, independent financial planning firm based in the heart of St Albans is looking to appoint a Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment. Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple putting clients first and making financial planning more approachable, transparent, and effective. The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued. The Role You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business's continued growth. This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning. Key Responsibilities Supporting Financial Advisers with day-to-day administration Processing new business across pensions, investments, and protection Preparing client review packs and documentation Liaising with providers and clients Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering outstanding client service throughout the advice process About You Diploma qualified (Level 4) or working towards completion Experience within an IFA or wealth management environment Strong understanding of pensions and investments Excellent organisational and communication skills High attention to detail and accuracy Ambitious and keen to progress into paraplanning What's on Offer Salary up to £40,000 Clear route into a Junior Paraplanner role Ongoing professional development and exam support Supportive and approachable leadership team Modern and collaborative working environment Opportunity to join an ambitious and growing business Long-term career progression If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.
Senior Pensions Administrator We're partnering with a leading UK Pensions Consultancy and is looking for an experienced Senior Pensions Administrator to join their growing administration team. This is an excellent opportunity to work with a well-established business that provides high-quality pensions consulting, administration and advisory services. This position can be aligned to East Croydon office. Our client offers flexible, hybrid working arrangements. What you'll be doing: In this role, you'll manage a portfolio of pension scheme clients, predominately Defined Benefit (DB) schemes with some Defined Contribution (DC) schemes. You will be responsible for delivering the delivering day-to-day administration, ensuring work is completed in line with scheme rules, legislation and service level agreements. Key responsibilities: Managing the day-to-day administration of a portfolio of schemes. Processing member and scheme events. Reviewing work completed by junior Pension Administrators. Producing member communications, letters and reports. Supporting client and trustee meetings when required. Participating to ad-hoc administration projects. Experience required: Experienced in administering Defined Benefit (DB) pension schemes, at least 5+ years. Strong knowledge and understanding of pensions legislation and technical processes. Experience working within in third-party administration environment. Excellent communication and organisational skills. If you're looking to take the next step in your pensions career and join a forward-thinking organisation, we'd love to hear from you.
Jun 13, 2026
Full time
Senior Pensions Administrator We're partnering with a leading UK Pensions Consultancy and is looking for an experienced Senior Pensions Administrator to join their growing administration team. This is an excellent opportunity to work with a well-established business that provides high-quality pensions consulting, administration and advisory services. This position can be aligned to East Croydon office. Our client offers flexible, hybrid working arrangements. What you'll be doing: In this role, you'll manage a portfolio of pension scheme clients, predominately Defined Benefit (DB) schemes with some Defined Contribution (DC) schemes. You will be responsible for delivering the delivering day-to-day administration, ensuring work is completed in line with scheme rules, legislation and service level agreements. Key responsibilities: Managing the day-to-day administration of a portfolio of schemes. Processing member and scheme events. Reviewing work completed by junior Pension Administrators. Producing member communications, letters and reports. Supporting client and trustee meetings when required. Participating to ad-hoc administration projects. Experience required: Experienced in administering Defined Benefit (DB) pension schemes, at least 5+ years. Strong knowledge and understanding of pensions legislation and technical processes. Experience working within in third-party administration environment. Excellent communication and organisational skills. If you're looking to take the next step in your pensions career and join a forward-thinking organisation, we'd love to hear from you.
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Jun 13, 2026
Full time
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Senior Pensions Administrator We're partnering with a leading UK Pensions Consultancy and is looking for an experienced Senior Pensions Administrator to join their growing administration team. This is an excellent opportunity to work with a well-established business that provides high-quality pensions consulting, administration and advisory services. This position can be aligned to Edinburgh office. Our client offers flexible, hybrid working arrangements. What you'll be doing: In this role, you'll manage a portfolio of pension scheme clients, predominately Defined Benefit (DB) schemes with some Defined Contribution (DC) schemes. You will be responsible for delivering the delivering day-to-day administration, ensuring work is completed in line with scheme rules, legislation and service level agreements. Key responsibilities: Managing the day-to-day administration of a portfolio of schemes. Processing member and scheme events. Reviewing work completed by junior Pension Administrators. Producing member communications, letters and reports. Supporting client and trustee meetings when required. Participating to ad-hoc administration projects. Experience required: Experienced in administering Defined Benefit (DB) pension schemes, at least 5+ years. Strong knowledge and understanding of pensions legislation and technical processes. Experience working within in third-party administration environment. Excellent communication and organisational skills. If you're looking to take the next step in your pensions career and join a forward-thinking organisation, we'd love to hear from you.
Jun 13, 2026
Full time
Senior Pensions Administrator We're partnering with a leading UK Pensions Consultancy and is looking for an experienced Senior Pensions Administrator to join their growing administration team. This is an excellent opportunity to work with a well-established business that provides high-quality pensions consulting, administration and advisory services. This position can be aligned to Edinburgh office. Our client offers flexible, hybrid working arrangements. What you'll be doing: In this role, you'll manage a portfolio of pension scheme clients, predominately Defined Benefit (DB) schemes with some Defined Contribution (DC) schemes. You will be responsible for delivering the delivering day-to-day administration, ensuring work is completed in line with scheme rules, legislation and service level agreements. Key responsibilities: Managing the day-to-day administration of a portfolio of schemes. Processing member and scheme events. Reviewing work completed by junior Pension Administrators. Producing member communications, letters and reports. Supporting client and trustee meetings when required. Participating to ad-hoc administration projects. Experience required: Experienced in administering Defined Benefit (DB) pension schemes, at least 5+ years. Strong knowledge and understanding of pensions legislation and technical processes. Experience working within in third-party administration environment. Excellent communication and organisational skills. If you're looking to take the next step in your pensions career and join a forward-thinking organisation, we'd love to hear from you.
About the company: Alexander Lloyd is recruiting on behalf of a well-established and reputable business, specialising in Pensions Administration. The business works with a broad range of clients across the public and private sector and is recognised for its strong governance, technical expertise, and consistent delivery of high-quality services. About the role: We are seeking an experienced Pension Service Delivery Manager to lead the delivery of pensions administration services to a portfolio of Defined Benefit Schemes. This Senior position combines operational leadership, client management, and strategic improvement, ensuring service excellence, compliance, and sustainable growth. Aligned to the Middlesbrough office and operate a flexible hybrid working arrangement. Key Responsibilities: Support the Operations Manager in overseeing the delivery of pensions administration services across public sector schemes. Lead, mentor, and develop administration manager and wider teams. Contribute to commercial activity, including tender responses, billing, and profitability. Deliver client-facing work such as projects. Support strategic changes initiatives, including process and system improvements. Key Skills & Experience required: Pensions Administration background (Defined Benefits), with a strong track record of service delivery. In-depth technical knowledge of pensions administration and regulatory requirements. Proven people management experience, including performance management and recruitment. Confident leader with the ability to mentor, motivate, and inspire others. Strong analytical, numerical and problem-solving skills. If you feel you meet the skills and experience criteria, and are ready for your next challenge, apply today!
Jun 13, 2026
Full time
About the company: Alexander Lloyd is recruiting on behalf of a well-established and reputable business, specialising in Pensions Administration. The business works with a broad range of clients across the public and private sector and is recognised for its strong governance, technical expertise, and consistent delivery of high-quality services. About the role: We are seeking an experienced Pension Service Delivery Manager to lead the delivery of pensions administration services to a portfolio of Defined Benefit Schemes. This Senior position combines operational leadership, client management, and strategic improvement, ensuring service excellence, compliance, and sustainable growth. Aligned to the Middlesbrough office and operate a flexible hybrid working arrangement. Key Responsibilities: Support the Operations Manager in overseeing the delivery of pensions administration services across public sector schemes. Lead, mentor, and develop administration manager and wider teams. Contribute to commercial activity, including tender responses, billing, and profitability. Deliver client-facing work such as projects. Support strategic changes initiatives, including process and system improvements. Key Skills & Experience required: Pensions Administration background (Defined Benefits), with a strong track record of service delivery. In-depth technical knowledge of pensions administration and regulatory requirements. Proven people management experience, including performance management and recruitment. Confident leader with the ability to mentor, motivate, and inspire others. Strong analytical, numerical and problem-solving skills. If you feel you meet the skills and experience criteria, and are ready for your next challenge, apply today!
Senior Pensions Administrator We're partnering with a leading UK Pensions Consultancy and is looking for an experienced Senior Pensions Administrator to join their growing administration team. This is an excellent opportunity to work with a well-established business that provides high-quality pensions consulting, administration and advisory services. This position can be aligned to Birmingham office. Our client offers flexible, hybrid working arrangements. What you'll be doing: In this role, you'll manage a portfolio of pension scheme clients, predominately Defined Benefit (DB) schemes with some Defined Contribution (DC) schemes. You will be responsible for delivering the delivering day-to-day administration, ensuring work is completed in line with scheme rules, legislation and service level agreements. Key responsibilities: Managing the day-to-day administration of a portfolio of schemes. Processing member and scheme events. Reviewing work completed by junior Pension Administrators. Producing member communications, letters and reports. Supporting client and trustee meetings when required. Participating to ad-hoc administration projects. Experience required: Experienced in administering Defined Benefit (DB) pension schemes, at least 5+ years. Strong knowledge and understanding of pensions legislation and technical processes. Experience working within in third-party administration environment. Excellent communication and organisational skills. If you're looking to take the next step in your pensions career and join a forward-thinking organisation, we'd love to hear from you.
Jun 13, 2026
Full time
Senior Pensions Administrator We're partnering with a leading UK Pensions Consultancy and is looking for an experienced Senior Pensions Administrator to join their growing administration team. This is an excellent opportunity to work with a well-established business that provides high-quality pensions consulting, administration and advisory services. This position can be aligned to Birmingham office. Our client offers flexible, hybrid working arrangements. What you'll be doing: In this role, you'll manage a portfolio of pension scheme clients, predominately Defined Benefit (DB) schemes with some Defined Contribution (DC) schemes. You will be responsible for delivering the delivering day-to-day administration, ensuring work is completed in line with scheme rules, legislation and service level agreements. Key responsibilities: Managing the day-to-day administration of a portfolio of schemes. Processing member and scheme events. Reviewing work completed by junior Pension Administrators. Producing member communications, letters and reports. Supporting client and trustee meetings when required. Participating to ad-hoc administration projects. Experience required: Experienced in administering Defined Benefit (DB) pension schemes, at least 5+ years. Strong knowledge and understanding of pensions legislation and technical processes. Experience working within in third-party administration environment. Excellent communication and organisational skills. If you're looking to take the next step in your pensions career and join a forward-thinking organisation, we'd love to hear from you.
Join us as a Pensions Administration Manager within our Outsourcing line of business based out of our Leeds office working hybrid. Are you are customer focussed, self-driven, and a people person who is keen to work in Pensions Admin Operations? The Pensions Administration Manager role is an exciting opportunity, requiring effective communication across the various lines of business, and is pivotal to the business as we grow. In WTW's Outsourcing Business, Admin Operations consists of close to one thousand colleagues providing a pension administration facility for clients of varying size across a variety of complex schemes. The workforce consists of differing seniority levels, skill mixes, team sizes and talent pools delivering diverse operational models, processes, and procedures. Reporting into the Operations Manager, you will be responsible for the pension administration service delivery for a multi-client team. The Role This is a new role whose focus will be on providing an enhanced and empathetic delivery. From a member experience point of view, you will be the 'go to' colleague for the client team and may be required to attend client/trustee calls discussing project deliverables that require a high level of customer care. Working with the sales team you will be the administration lead for new business pitches and will take part in the presentations to new prospects, which may require you to travel (travel expenses will be covered) to various locations within the UK. Responsible for the quality and performance objectives defined by WTW and ensuring member first Responsible for the adherence to the change, quality assurance and operational excellence frameworks enabling a quality service. Ability to work with Operations Manager to make commercially focused decisions influencing both internal and/or external stakeholders on service delivery, growth, and continuous improvement to streamline and make effective change to operational service. Accountable for ensuring Team Leads conduct activities in line with internal procedures, policies, and legislation, including industry standards. Ensuring team productivity is at its optimum and is measured. Creating a collaborative culture in which processes are applied consistently within the Community where teams are better enabled to work flexibly to support each other What you'll bring: Experience in dealing with DB occupational schemes and experience as a Pensions team leader is essential Have an excellent eye for detail and intermediate knowledge of excel Highly experienced in the creation and management of high performing, results driven/fast-paced teams. A strong leader and negotiator, with excellent influencing skills and a can-do attitude and experience of presenting to both internal and external stakeholders. Evidence of developing and implementing staffing and training plans to maximise quality, efficiency, utilisation, and productivity. Supporting the team leaders and teams to adopt new processes changes and procedures with a solution orientated mindset. Ability to create a one team mindset that mentors and develops employees to help create a high-performance organization and a capacity for future leaders. Ensure that structures and systems for line management are in place and consistently followed across the team. Experience of working within a client facing environment and critical thinking to facilitate more in-depth discussions. Excellent time management skills and the ability to oversee multiple concurrent projects, including the ability to support conflict resolution the removal of escalated blockers. 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 13, 2026
Full time
Join us as a Pensions Administration Manager within our Outsourcing line of business based out of our Leeds office working hybrid. Are you are customer focussed, self-driven, and a people person who is keen to work in Pensions Admin Operations? The Pensions Administration Manager role is an exciting opportunity, requiring effective communication across the various lines of business, and is pivotal to the business as we grow. In WTW's Outsourcing Business, Admin Operations consists of close to one thousand colleagues providing a pension administration facility for clients of varying size across a variety of complex schemes. The workforce consists of differing seniority levels, skill mixes, team sizes and talent pools delivering diverse operational models, processes, and procedures. Reporting into the Operations Manager, you will be responsible for the pension administration service delivery for a multi-client team. The Role This is a new role whose focus will be on providing an enhanced and empathetic delivery. From a member experience point of view, you will be the 'go to' colleague for the client team and may be required to attend client/trustee calls discussing project deliverables that require a high level of customer care. Working with the sales team you will be the administration lead for new business pitches and will take part in the presentations to new prospects, which may require you to travel (travel expenses will be covered) to various locations within the UK. Responsible for the quality and performance objectives defined by WTW and ensuring member first Responsible for the adherence to the change, quality assurance and operational excellence frameworks enabling a quality service. Ability to work with Operations Manager to make commercially focused decisions influencing both internal and/or external stakeholders on service delivery, growth, and continuous improvement to streamline and make effective change to operational service. Accountable for ensuring Team Leads conduct activities in line with internal procedures, policies, and legislation, including industry standards. Ensuring team productivity is at its optimum and is measured. Creating a collaborative culture in which processes are applied consistently within the Community where teams are better enabled to work flexibly to support each other What you'll bring: Experience in dealing with DB occupational schemes and experience as a Pensions team leader is essential Have an excellent eye for detail and intermediate knowledge of excel Highly experienced in the creation and management of high performing, results driven/fast-paced teams. A strong leader and negotiator, with excellent influencing skills and a can-do attitude and experience of presenting to both internal and external stakeholders. Evidence of developing and implementing staffing and training plans to maximise quality, efficiency, utilisation, and productivity. Supporting the team leaders and teams to adopt new processes changes and procedures with a solution orientated mindset. Ability to create a one team mindset that mentors and develops employees to help create a high-performance organization and a capacity for future leaders. Ensure that structures and systems for line management are in place and consistently followed across the team. Experience of working within a client facing environment and critical thinking to facilitate more in-depth discussions. Excellent time management skills and the ability to oversee multiple concurrent projects, including the ability to support conflict resolution the removal of escalated blockers. 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.
Senior Investment Operations Administrator Location: Liverpool City Centre Hours: Monday-Friday, 9am-5pm Salary: Competitive (DOE) Benefits: Excellent benefits package A fantastic opportunity has arisen for an experienced Senior Investment Operations Administrator to join a growing financial services organisation. This senior position sits within the Operations team and plays a key role in regulatory reporting, process improvement, quality assurance and the day-to-day support of Investment Operations. Key Responsibilities Produce, review and quality-assure regulatory reporting and management information Support quarterly client reporting and annual tax reporting cycles Act as an escalation point for complex or technical operational queries Provide training and guidance on investment products, systems and procedures Produce and maintain business requirements and procedural documentation Review, enhance and streamline operational systems, processes and service standards Conduct casework reviews and third-party quality assurance checks Support the implementation of initiatives aimed at reducing risk and improving efficiency What We're Looking For Strong analytical and numerical skills Excellent written and verbal communication abilities Proven experience within financial services, ideally in an Investment Operations environment Good working knowledge of investment-related regulation (e.g. ISAs, pensions, FCA CASS/COBS) Advanced Excel skills with experience handling and analysing large datasets Ability to produce clear, concise business and operational documentation Experience managing initiatives or process improvements end to end High level of attention to detail and accuracy Ability to work autonomously while contributing effectively within a team Qualifications CISI Investment Operations Certificate (IOC) or equivalent qualification If this role is of interest, please email your CV to (url removed) . Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jun 13, 2026
Full time
Senior Investment Operations Administrator Location: Liverpool City Centre Hours: Monday-Friday, 9am-5pm Salary: Competitive (DOE) Benefits: Excellent benefits package A fantastic opportunity has arisen for an experienced Senior Investment Operations Administrator to join a growing financial services organisation. This senior position sits within the Operations team and plays a key role in regulatory reporting, process improvement, quality assurance and the day-to-day support of Investment Operations. Key Responsibilities Produce, review and quality-assure regulatory reporting and management information Support quarterly client reporting and annual tax reporting cycles Act as an escalation point for complex or technical operational queries Provide training and guidance on investment products, systems and procedures Produce and maintain business requirements and procedural documentation Review, enhance and streamline operational systems, processes and service standards Conduct casework reviews and third-party quality assurance checks Support the implementation of initiatives aimed at reducing risk and improving efficiency What We're Looking For Strong analytical and numerical skills Excellent written and verbal communication abilities Proven experience within financial services, ideally in an Investment Operations environment Good working knowledge of investment-related regulation (e.g. ISAs, pensions, FCA CASS/COBS) Advanced Excel skills with experience handling and analysing large datasets Ability to produce clear, concise business and operational documentation Experience managing initiatives or process improvements end to end High level of attention to detail and accuracy Ability to work autonomously while contributing effectively within a team Qualifications CISI Investment Operations Certificate (IOC) or equivalent qualification If this role is of interest, please email your CV to (url removed) . Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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 13, 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
