We are currently working on an exciting opportunity for a Senior Pension Administrator to join a large and growing organisation where you'll be part of a friendly and successful Pensions Administration team who take pride in delivering high-quality work for our clients, and you'll play a key role in upholding those standards. As a Senior Pensions Administrator, you will: Calculate member benefit entitlements accurately and efficiently Respond to queries from a range of stakeholders, including clients and scheme members Prepare and compile information and documentation as require We're looking for someone who brings Previous experience in a similar role, either with a third-party administrator or within an in-house occupational pension scheme Strong experience working with Defined Benefit (DB) pension schemes A proven track record of delivering outstanding customer service Excellent written and verbal communication skills Strong numeracy skills with exceptional attention to detail In return you will be rewarded with a comprehensive and competitive benefits package, including: Competitive salary with a discretionary annual bonus 25 days' holiday plus bank holidays, with the option to purchase additional leave Flexible working options, including hybrid/remote arrangements and family-friendly policies A strong focus on work-life balance, supported by a comprehensive wellbeing programme Generous pension scheme Please quote 52437 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each individual application. individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Jun 24, 2026
Full time
We are currently working on an exciting opportunity for a Senior Pension Administrator to join a large and growing organisation where you'll be part of a friendly and successful Pensions Administration team who take pride in delivering high-quality work for our clients, and you'll play a key role in upholding those standards. As a Senior Pensions Administrator, you will: Calculate member benefit entitlements accurately and efficiently Respond to queries from a range of stakeholders, including clients and scheme members Prepare and compile information and documentation as require We're looking for someone who brings Previous experience in a similar role, either with a third-party administrator or within an in-house occupational pension scheme Strong experience working with Defined Benefit (DB) pension schemes A proven track record of delivering outstanding customer service Excellent written and verbal communication skills Strong numeracy skills with exceptional attention to detail In return you will be rewarded with a comprehensive and competitive benefits package, including: Competitive salary with a discretionary annual bonus 25 days' holiday plus bank holidays, with the option to purchase additional leave Flexible working options, including hybrid/remote arrangements and family-friendly policies A strong focus on work-life balance, supported by a comprehensive wellbeing programme Generous pension scheme Please quote 52437 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each individual application. individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Are you an experienced Senior Pension Administrator looking for a new role? We are working with one of the UKs Top Pension Consultancies who have a range of Senior Administrator positions ranging across their UK offices. The firm will ensuring you have the time, tools, and systems needed to perform your role effectively and enjoyably. They are committed to excellence in both client and employee satisfaction, as well as industry recognition. To be considered for this role you will need to have previous experience in a similar role, either with a third-party administrator or within an in-house occupational pension scheme and be familiar with all aspects of Defined Benefit administration including calculating member benefit entitlements, preparing and compiling information and documentation and working with a range of stakeholders, including clients and scheme members and answering complex queries about the scheme. This is an excellent opportunity to join an established Third Party administrator who are committed to offering a good work/ life balance as well as offering excellent career progression and a generous Pension and wider benefits package. Please quote 52439 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Jun 24, 2026
Full time
Are you an experienced Senior Pension Administrator looking for a new role? We are working with one of the UKs Top Pension Consultancies who have a range of Senior Administrator positions ranging across their UK offices. The firm will ensuring you have the time, tools, and systems needed to perform your role effectively and enjoyably. They are committed to excellence in both client and employee satisfaction, as well as industry recognition. To be considered for this role you will need to have previous experience in a similar role, either with a third-party administrator or within an in-house occupational pension scheme and be familiar with all aspects of Defined Benefit administration including calculating member benefit entitlements, preparing and compiling information and documentation and working with a range of stakeholders, including clients and scheme members and answering complex queries about the scheme. This is an excellent opportunity to join an established Third Party administrator who are committed to offering a good work/ life balance as well as offering excellent career progression and a generous Pension and wider benefits package. Please quote 52439 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Pensions & Payroll Officer - Spider is advertising for a leading education organisation in the search for a Pensions & Payroll Officer. This is a fantastic opportunity for an experienced pensions and payroll professional who enjoys working in a fast-paced environment and takes pride in delivering accurate, compliant, and employee-focused support. Working closely with HR colleagues, payroll providers and pension schemes, you will play a key role in maintaining accurate employee records, processing payroll-related changes and ensuring pension information is administered correctly and on time. Key Responsibilities: Administer pension processes across the organisation, with a particular focus on Teachers' Pension Scheme (TPS) and Local Government Pension Scheme (LGPS). Process payroll-related employee lifecycle changes, including: Starters and leavers, Contractual changes, Salary amendments Maternity, paternity and other family leave Absence-related payroll adjustments Pension enrolment and pension changes Liaise with payroll providers, pension administrators and internal stakeholders to ensure information is processed accurately and within deadlines. Support data audits and reporting activities to ensure high levels of data integrity. Essential Experience and Skills: Previous payroll experience, ideally within: Academy trusts, Schools, Colleges or Further education settings Experience processing payroll changes relating to: Starters and leavers, Contractual variations, Salary changes, Family leave Pension enrolment and pension administration Strong working knowledge of TPS and LGPS. Experience using iTrent HR and Payroll highly desirable What We're Looking For: This role is ideal for someone who is genuinely passionate about pensions administration and understands the importance of accuracy, compliance and employee service. You will be confident handling complex pension queries, maintaining accurate records and ensuring that pension and payroll changes are processed correctly and on time. If you are a proactive and detail-focused professional looking to make a meaningful contribution within a values-driven education organisation, we would love to hear from you. If you have the relevant skills and experience for this Pensions & Payroll Officer role and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you. If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments. Please check your email inbox and spam/junk mail folder for any email correspondence for this role. This vacancy is being advertised and handled through Spider. We take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text, or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.
Jun 24, 2026
Full time
Pensions & Payroll Officer - Spider is advertising for a leading education organisation in the search for a Pensions & Payroll Officer. This is a fantastic opportunity for an experienced pensions and payroll professional who enjoys working in a fast-paced environment and takes pride in delivering accurate, compliant, and employee-focused support. Working closely with HR colleagues, payroll providers and pension schemes, you will play a key role in maintaining accurate employee records, processing payroll-related changes and ensuring pension information is administered correctly and on time. Key Responsibilities: Administer pension processes across the organisation, with a particular focus on Teachers' Pension Scheme (TPS) and Local Government Pension Scheme (LGPS). Process payroll-related employee lifecycle changes, including: Starters and leavers, Contractual changes, Salary amendments Maternity, paternity and other family leave Absence-related payroll adjustments Pension enrolment and pension changes Liaise with payroll providers, pension administrators and internal stakeholders to ensure information is processed accurately and within deadlines. Support data audits and reporting activities to ensure high levels of data integrity. Essential Experience and Skills: Previous payroll experience, ideally within: Academy trusts, Schools, Colleges or Further education settings Experience processing payroll changes relating to: Starters and leavers, Contractual variations, Salary changes, Family leave Pension enrolment and pension administration Strong working knowledge of TPS and LGPS. Experience using iTrent HR and Payroll highly desirable What We're Looking For: This role is ideal for someone who is genuinely passionate about pensions administration and understands the importance of accuracy, compliance and employee service. You will be confident handling complex pension queries, maintaining accurate records and ensuring that pension and payroll changes are processed correctly and on time. If you are a proactive and detail-focused professional looking to make a meaningful contribution within a values-driven education organisation, we would love to hear from you. If you have the relevant skills and experience for this Pensions & Payroll Officer role and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you. If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments. Please check your email inbox and spam/junk mail folder for any email correspondence for this role. This vacancy is being advertised and handled through Spider. We take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text, or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.
Pensions Administrator / Officer - Benefits Team (LGPS) City Centre Hybrid Working (3 office / 2 home after training) Competitive salary + excellent public sector benefits Flexi-time (7am-7pm) I am exclusively working with a well-established public sector organisation seeking experienced Pensions Administrators to join their Benefits team . This is a fantastic opportunity to join a stable, supportive environment where your technical expertise will directly impact members at key life stages.With multiple permanent roles available, this is an ideal move for candidates looking to develop their LGPS career within a highly regarded pension fund. The Role This position sits within the Benefits team, focusing on the final stages of the retirement process, where accuracy, technical knowledge and strong communication are essential. You'll be responsible for: Calculating and processing retirement benefits, AVCs and pension payments Verifying and analysing member records, liaising with employers and scheme members Responding to complex queries around entitlement, calculations and legislation Managing end-of-process payments, including AVC conversion options Handling member correspondence, phone and counter enquiries Ensuring compliance with LGPS regulations and HMRC legislation This is a highly detail-oriented role, suited to someone confident working with complex pension calculations and sensitive financial data. What I'm Looking For We're keen to speak with candidates who have: Previous pension administration experience (LGPS highly desirable) Strong understanding of pension calculations and member benefits Experience handling complex queries and casework Excellent numeracy and attention to detail A background in a financial, pensions or regulated environment Candidates from other pension schemes or financial services backgrounds with transferable skills will also be considered as long as you are comfortable with manual pension calculations. What's On Offer This role comes with a highly attractive public sector package: Hybrid working (homeworking available after training period) Flexible working hours (core hours 10-12 & 2-4) 28 days holiday, rising to 33 + bank holidays Christmas shutdown period through to New Year! Salary sacrifice schemes (car & bike) Healthcare plan & Employee Assistance Programme Local Government CARE Pension Scheme Leisure discounts & staff savings schemes Option to purchase up to 10 additional days annual leave Why Apply? This is a brilliant opportunity to: Join a secure, well-structured public sector organisation Develop your technical pensions knowledge (LGPS focus) Work in a supportive, team-driven environment Benefit from genuine work-life balance and flexibility Important Information Hybrid working is available once initial training is complete (training duration will depend on experience). Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Jun 24, 2026
Full time
Pensions Administrator / Officer - Benefits Team (LGPS) City Centre Hybrid Working (3 office / 2 home after training) Competitive salary + excellent public sector benefits Flexi-time (7am-7pm) I am exclusively working with a well-established public sector organisation seeking experienced Pensions Administrators to join their Benefits team . This is a fantastic opportunity to join a stable, supportive environment where your technical expertise will directly impact members at key life stages.With multiple permanent roles available, this is an ideal move for candidates looking to develop their LGPS career within a highly regarded pension fund. The Role This position sits within the Benefits team, focusing on the final stages of the retirement process, where accuracy, technical knowledge and strong communication are essential. You'll be responsible for: Calculating and processing retirement benefits, AVCs and pension payments Verifying and analysing member records, liaising with employers and scheme members Responding to complex queries around entitlement, calculations and legislation Managing end-of-process payments, including AVC conversion options Handling member correspondence, phone and counter enquiries Ensuring compliance with LGPS regulations and HMRC legislation This is a highly detail-oriented role, suited to someone confident working with complex pension calculations and sensitive financial data. What I'm Looking For We're keen to speak with candidates who have: Previous pension administration experience (LGPS highly desirable) Strong understanding of pension calculations and member benefits Experience handling complex queries and casework Excellent numeracy and attention to detail A background in a financial, pensions or regulated environment Candidates from other pension schemes or financial services backgrounds with transferable skills will also be considered as long as you are comfortable with manual pension calculations. What's On Offer This role comes with a highly attractive public sector package: Hybrid working (homeworking available after training period) Flexible working hours (core hours 10-12 & 2-4) 28 days holiday, rising to 33 + bank holidays Christmas shutdown period through to New Year! Salary sacrifice schemes (car & bike) Healthcare plan & Employee Assistance Programme Local Government CARE Pension Scheme Leisure discounts & staff savings schemes Option to purchase up to 10 additional days annual leave Why Apply? This is a brilliant opportunity to: Join a secure, well-structured public sector organisation Develop your technical pensions knowledge (LGPS focus) Work in a supportive, team-driven environment Benefit from genuine work-life balance and flexibility Important Information Hybrid working is available once initial training is complete (training duration will depend on experience). Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Financial Planning Administrator Location: Leeds Salary: 27,000 - 30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities Processing new business applications across pensions, investments and protection products Managing Letters of Authority (LOAs) and obtaining information from providers Preparing client review packs and supporting ongoing servicing requirements Liaising with clients, providers, advisers and paraplanners to progress cases efficiently Maintaining accurate client records and updating back-office systems Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks Assisting with fund switches, withdrawals, transfers and other client servicing activities Monitoring outstanding requirements and ensuring cases progress within agreed timescales Ensuring all administration is completed in line with FCA regulations and company compliance procedures About You Previous experience within a Financial Planning, Wealth Management or IFA environment Strong understanding of financial services administration processes Experience completing KYC and AML checks Excellent organisational skills with strong attention to detail Professional communication skills and a client-focused approach Ability to manage multiple priorities in a fast-paced environment Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous Knowledge of pensions, investments and protection products is desirable What's on Offer? Competitive salary of 27,000 - 30,000 per annum Supportive and collaborative team environment Ongoing training and professional development opportunities Clear career progression within financial planning Comprehensive benefits package If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you. Contact and send 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 24, 2026
Full time
Financial Planning Administrator Location: Leeds Salary: 27,000 - 30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities Processing new business applications across pensions, investments and protection products Managing Letters of Authority (LOAs) and obtaining information from providers Preparing client review packs and supporting ongoing servicing requirements Liaising with clients, providers, advisers and paraplanners to progress cases efficiently Maintaining accurate client records and updating back-office systems Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks Assisting with fund switches, withdrawals, transfers and other client servicing activities Monitoring outstanding requirements and ensuring cases progress within agreed timescales Ensuring all administration is completed in line with FCA regulations and company compliance procedures About You Previous experience within a Financial Planning, Wealth Management or IFA environment Strong understanding of financial services administration processes Experience completing KYC and AML checks Excellent organisational skills with strong attention to detail Professional communication skills and a client-focused approach Ability to manage multiple priorities in a fast-paced environment Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous Knowledge of pensions, investments and protection products is desirable What's on Offer? Competitive salary of 27,000 - 30,000 per annum Supportive and collaborative team environment Ongoing training and professional development opportunities Clear career progression within financial planning Comprehensive benefits package If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you. Contact and send 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.
Formed in the 1980's to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an experienced IFA Administrator. You will provide full support to the Consultants and Paraplanners ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if this is your goal. You will have strong IT and communications skills and the desire to further your career. Local to the office in Surrey, Fetcham. Hybrid working is available. £neg Salary, depending on experience. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development. Please apply on-line or contact Cameron James for more information.
Jun 24, 2026
Full time
Formed in the 1980's to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an experienced IFA Administrator. You will provide full support to the Consultants and Paraplanners ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if this is your goal. You will have strong IT and communications skills and the desire to further your career. Local to the office in Surrey, Fetcham. Hybrid working is available. £neg Salary, depending on experience. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development. Please apply on-line or contact Cameron James for more information.
Our client is a highly regarded wealth management firm with over 20 years working with clients across the West Midlands and beyond. The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to our clients. Job Description Job Title: Client Services Administrator Responsible to: Operations Manager Responsible for: Completion of business tasks and business processing for advisers. Ensuring both advisers and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. Purpose: To ensure that client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively. Duties: The day-to-day duties and responsibilities of the Client Services Administrator include (not limited to): Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information Answering and logging all incoming client calls appropriately passing on messages and ensuring that any updates to client contact information are captured on Salesforce and in house systems To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Valuation documents, and any other necessary information for the adviser in advance of the meetings Create and maintain client records on Salesforce to ensure that GDPR and FCA protocols are adhered to Liaising with external providers and companies by way of letter, telephone, and email to chase information requests Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions Prepare business submission documents, for onward allocation to the Paraplanning team Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary Managing own and/or adviser's mailbox in a timely and professional manner Skills and Experience Required Essential Excellent communication skills-both written and verbal Desirable 2 years of experience working within a wealth management environment Strong understanding of pensions, investments, and protection products. Good knowledge of FCA regulations and compliance requirements Comprehensive Benefits package
Jun 24, 2026
Full time
Our client is a highly regarded wealth management firm with over 20 years working with clients across the West Midlands and beyond. The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to our clients. Job Description Job Title: Client Services Administrator Responsible to: Operations Manager Responsible for: Completion of business tasks and business processing for advisers. Ensuring both advisers and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. Purpose: To ensure that client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively. Duties: The day-to-day duties and responsibilities of the Client Services Administrator include (not limited to): Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information Answering and logging all incoming client calls appropriately passing on messages and ensuring that any updates to client contact information are captured on Salesforce and in house systems To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Valuation documents, and any other necessary information for the adviser in advance of the meetings Create and maintain client records on Salesforce to ensure that GDPR and FCA protocols are adhered to Liaising with external providers and companies by way of letter, telephone, and email to chase information requests Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions Prepare business submission documents, for onward allocation to the Paraplanning team Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary Managing own and/or adviser's mailbox in a timely and professional manner Skills and Experience Required Essential Excellent communication skills-both written and verbal Desirable 2 years of experience working within a wealth management environment Strong understanding of pensions, investments, and protection products. Good knowledge of FCA regulations and compliance requirements Comprehensive Benefits package
Join us as a Pensions Transitions Manager within our Outsourcing line of business based out of our Redhill office working hybrid. This is an exciting role working on pensions transitions from trust based DB pensions schemes which are transitioning into a full insurance buy out. You will be majorly responsible for managing high profile projects from the initiation through to completion and will act as the lead client contact during the project delivery phase. You will have a good understanding of the various delivery work streams across pensions administration and a strong background in final salary pensions administration The Role You will manage a portfolio of scheme transitions from the client's initial signing of the bulk purchase annutiy (BPA) contract through to a full insurance buy-out You will be the key point of contact for the insurance client, attending regular transition calls/meetings and coordinating with the scheme's ceding administrator Manage the journey to buy in and then buy out by leading a team of project transitions experts. Coordinating with support teams to ensure retirement calculations and letters are automated. Ensure that procedures are documented and establish controls for new clients during transitions process ensuring that lessons learned from previous transitions are incorporated Work on ad hoc client chargeable projects as required Identify and efficiently resolve issues, putting forward solutions which will enable projects to be effectively delivered in accordance with client requirements Gain a good understanding of the Outsourcing administration business, service initiatives and project delivery impact on profitability Manage a projects transitions team to ensure that projects are delivered on time Be responsible for the team members' performance reviews. What you'll bring: Experience of dealing with occupational pension schemes especially DB schemes is essential and experience with Pensions Projects is an advantage Previous experience in delivery of pensions administration services to clients is essential Experience with insurance buy-ins, buy-outs and money purchase knowledge is an advantage. Record of identifying opportunities for improvement with subsequent delivery Excellent communication skills including verbal and written communication Self-starter who takes responsibility for the delivery of the work allocated Highly organized, motivated individual with strong team skills 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 24, 2026
Full time
Join us as a Pensions Transitions Manager within our Outsourcing line of business based out of our Redhill office working hybrid. This is an exciting role working on pensions transitions from trust based DB pensions schemes which are transitioning into a full insurance buy out. You will be majorly responsible for managing high profile projects from the initiation through to completion and will act as the lead client contact during the project delivery phase. You will have a good understanding of the various delivery work streams across pensions administration and a strong background in final salary pensions administration The Role You will manage a portfolio of scheme transitions from the client's initial signing of the bulk purchase annutiy (BPA) contract through to a full insurance buy-out You will be the key point of contact for the insurance client, attending regular transition calls/meetings and coordinating with the scheme's ceding administrator Manage the journey to buy in and then buy out by leading a team of project transitions experts. Coordinating with support teams to ensure retirement calculations and letters are automated. Ensure that procedures are documented and establish controls for new clients during transitions process ensuring that lessons learned from previous transitions are incorporated Work on ad hoc client chargeable projects as required Identify and efficiently resolve issues, putting forward solutions which will enable projects to be effectively delivered in accordance with client requirements Gain a good understanding of the Outsourcing administration business, service initiatives and project delivery impact on profitability Manage a projects transitions team to ensure that projects are delivered on time Be responsible for the team members' performance reviews. What you'll bring: Experience of dealing with occupational pension schemes especially DB schemes is essential and experience with Pensions Projects is an advantage Previous experience in delivery of pensions administration services to clients is essential Experience with insurance buy-ins, buy-outs and money purchase knowledge is an advantage. Record of identifying opportunities for improvement with subsequent delivery Excellent communication skills including verbal and written communication Self-starter who takes responsibility for the delivery of the work allocated Highly organized, motivated individual with strong team skills 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.
Alexander Lloyd
Newcastle Upon Tyne, Tyne And Wear
Pensions Administrator Are you an experienced pensions professional looking to take the next step in your career? Join a leading UK consultancy and administration firm in Newcastle, where your expertise will make a real impact. Our client offers flexible hybrid working arrangement of two days per week in the office. About the opportunity: We're looking for a Pensions Administrator to join a collaborative team; you will be delivering high-quality administration services to a diverse portfolio of pension schemes. You'll work across defined benefits (DB), and defined contributions (DC), CARE and hybrid arrangements, building strong client relationships and ensuring outstanding service delivery to its members. What you'll be doing: Managing a wide range of day-to-day pensions administration tasks Supporting on key annual projects such as benefit statements, renewals and pension increases Performing and checking calculations (manual and auto-mated) Acting as a point of contact for clients and member queries Mentoring and supporting junior team members Contributing to continuous improvement What we're looking for: Proven experience in pensions administration, particularly with defined benefits schemes Strong understanding of current pensions legislation and regulatory requirements Confidence in handling calculations, member events and complex queries Experience checking work and supporting junior colleagues Strong numerical and analytical skills If you're ready to take the next step in your career, apply today!
Jun 24, 2026
Full time
Pensions Administrator Are you an experienced pensions professional looking to take the next step in your career? Join a leading UK consultancy and administration firm in Newcastle, where your expertise will make a real impact. Our client offers flexible hybrid working arrangement of two days per week in the office. About the opportunity: We're looking for a Pensions Administrator to join a collaborative team; you will be delivering high-quality administration services to a diverse portfolio of pension schemes. You'll work across defined benefits (DB), and defined contributions (DC), CARE and hybrid arrangements, building strong client relationships and ensuring outstanding service delivery to its members. What you'll be doing: Managing a wide range of day-to-day pensions administration tasks Supporting on key annual projects such as benefit statements, renewals and pension increases Performing and checking calculations (manual and auto-mated) Acting as a point of contact for clients and member queries Mentoring and supporting junior team members Contributing to continuous improvement What we're looking for: Proven experience in pensions administration, particularly with defined benefits schemes Strong understanding of current pensions legislation and regulatory requirements Confidence in handling calculations, member events and complex queries Experience checking work and supporting junior colleagues Strong numerical and analytical skills If you're ready to take the next step in your career, apply today!
IFA/Wealth Planning Administrator Transferable experience from other areas of Administration or financial services welcome Up to £38,000 + 12% Bonus - DOE London, City (near Cannon Street) 2 days hybrid after probation Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. Do you thrive in a busy, social environment, that offers opportunity to work effectively alone and as part of a thriving team. This is a fantastic opportunity to join a highly respected, Chartered financial planning firm that offers outstanding training, mentoring and clear progression pathways, as well as a fantastic social, family feel atmosphere. About the Company This is a well-established, award winning, forward-thinking financial planning business - providing holistic advice across pensions, investments, mortgages, protection and estate planning. They are a growing team of around 100 people, known for their supportive, social culture, excellent staff retention and robust processes and management. We've placed multiple candidates into this business over the years, and they are still there today, progressing, thriving and feeling genuinely supported. That consistency speaks volumes about how the firm looks after its team. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the Client Service Team, playing a key role in supporting advisers and delivering high-quality service to clients. This is a varied and structured position where you'll be involved in the full client journey, not just administrative tasks. You'll be trusted to manage your own workflow while working closely with colleagues across the business. Producing portfolio reports and pre-meeting documentation Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems such as Intelliflo and Concert Hub Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, providers, mortgages, accountancy or similar)is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload Ideally studying towards the Diploma in Financial Planning, or keen to start Salary & Benefits £34,000 - £38,000 salary depending on experience Discretionary bonus up to 12% per annum (subject to KPIs) 32 days annual leave including bank holidays Option to buy and sell holiday 10 days paid sick leave per year (subject to terms) 2 emergency days per year Hybrid working, 2 days from home after probation Flexible hours scheme Company pension with employer matching up to 5% Private medical insurance Income protection insurance Death in service life assurance Rail season ticket loan Vivup employee benefits platform Green Commute Initiative Regular team incentives and social events Progression This is a business that genuinely invests in its people. There are clear progression routes within the Client Services team, as well as opportunities to move into paraplanning and beyond over time. After an initial couple of years in this role - they have various career development pathways you can look at. You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
Jun 24, 2026
Full time
IFA/Wealth Planning Administrator Transferable experience from other areas of Administration or financial services welcome Up to £38,000 + 12% Bonus - DOE London, City (near Cannon Street) 2 days hybrid after probation Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. Do you thrive in a busy, social environment, that offers opportunity to work effectively alone and as part of a thriving team. This is a fantastic opportunity to join a highly respected, Chartered financial planning firm that offers outstanding training, mentoring and clear progression pathways, as well as a fantastic social, family feel atmosphere. About the Company This is a well-established, award winning, forward-thinking financial planning business - providing holistic advice across pensions, investments, mortgages, protection and estate planning. They are a growing team of around 100 people, known for their supportive, social culture, excellent staff retention and robust processes and management. We've placed multiple candidates into this business over the years, and they are still there today, progressing, thriving and feeling genuinely supported. That consistency speaks volumes about how the firm looks after its team. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the Client Service Team, playing a key role in supporting advisers and delivering high-quality service to clients. This is a varied and structured position where you'll be involved in the full client journey, not just administrative tasks. You'll be trusted to manage your own workflow while working closely with colleagues across the business. Producing portfolio reports and pre-meeting documentation Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems such as Intelliflo and Concert Hub Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, providers, mortgages, accountancy or similar)is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload Ideally studying towards the Diploma in Financial Planning, or keen to start Salary & Benefits £34,000 - £38,000 salary depending on experience Discretionary bonus up to 12% per annum (subject to KPIs) 32 days annual leave including bank holidays Option to buy and sell holiday 10 days paid sick leave per year (subject to terms) 2 emergency days per year Hybrid working, 2 days from home after probation Flexible hours scheme Company pension with employer matching up to 5% Private medical insurance Income protection insurance Death in service life assurance Rail season ticket loan Vivup employee benefits platform Green Commute Initiative Regular team incentives and social events Progression This is a business that genuinely invests in its people. There are clear progression routes within the Client Services team, as well as opportunities to move into paraplanning and beyond over time. After an initial couple of years in this role - they have various career development pathways you can look at. You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
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 24, 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.
Location: Pontyclun Office-Based Salary: £32,000 - £34,000 per annum plus bonus About the Company Our client is a highly successful and innovative business with a turnover of approximately £25 million and ambitious plans for continued growth. They have built a reputation for investing in their people, embracing technology, and continuously improving processes across the organisation. As the business continues to expand, they are seeking an experienced and detail-focused Payroll Administrator & Assistant Accountant to join their finance team. The Role This is a payroll-first position, with responsibility for the accurate and timely delivery of payroll across the business. Payroll will be your core area of expertise and focus, ensuring employees are paid correctly, on time, and in compliance with relevant legislation. Alongside payroll responsibilities, you will provide support across accounts payable, expenses management and wider finance activities, making this a varied role within a growing finance team. The ideal candidate will be an experienced payroll professional who enjoys being the go-to person for all payroll matters whilst also supporting broader finance operations when required. Key Responsibilities Payroll & Employee Finance (Primary Focus) Manage and process monthly payroll for UK employees (approximately 80 employees) Take ownership of payroll accuracy, compliance, reporting and controls. Maintain payroll records, employee benefits, pension contributions and deductions. Act as the first point of contact for all payroll-related queries. Liaise with employees and managers to resolve payroll issues efficiently. Support benefits administration including pensions and employee vehicle schemes. Ensure payroll processes remain compliant with current legislation and best practice. Identify opportunities to improve payroll processes and reporting. HR Systems & Administration Maintain employee records within Sage HR and Go2Clock. Support onboarding and offboarding processes. Assist with HR administration and ensure data accuracy across systems. Produce reports and support coordination between payroll and HR functions. Finance & Accounts Support Support accounts payable processes and workflows. Process supplier invoices and assist with supplier reconciliations. Resolve supplier queries in a timely manner. Support bi-monthly payment runs and ad hoc payments. Maintain strong financial controls and audit trails. Expenses Management Manage and support the employee expenses process through SAP Concur. Review and process expense claims in line with company policies. Check receipts, coding and VAT treatment where appropriate. Resolve employee and approver queries. Ensure timely approval and reimbursement of expenses. Act as a key point of contact for Concur users across the business. Support expense reporting and reconciliation into SAP Business One. Assistant Accountant Support Provide cover and support across the finance function, including: Bank reconciliations. Month-end support activities. Cash management and payment processing. General finance administration. Operational Support Support vehicle lease administration, insurance management and licence checks. Assist with carbon reporting and sustainability data. Provide ad hoc support to the wider finance team. Contribute to process improvements, automation initiatives and system development projects. About You The successful candidate will have: Proven end-to-end payroll experience is essential. Experience managing payroll within a busy commercial environment. Strong understanding of payroll legislation, pensions, benefits and statutory deductions. Experience using Sage Payroll or similar payroll systems. Previous exposure to accounts payable, finance administration or assistant accounting duties would be advantageous. Experience using SAP Business One, SAP Concur or similar finance systems would be beneficial. Excellent attention to detail and a high level of accuracy. Strong organisational and workload management skills. The ability to manage multiple priorities and meet deadlines. Strong communication skills and confidence dealing with colleagues across the business. A proactive, solutions-focused approach and a desire to improve processes. What's on Offer? £32,000 - £34,000 salary. Annual bonus opportunity of up to £4,000. Join a growing, innovative £25m turnover business. 25 days holiday plus Bank Holidays. NEST Pension Scheme. Free on-site parking. 40-hour working week (8:00am 4:30pm) with some flexibility. Stable, long-term career opportunity. Exposure to multiple areas of finance and business operations. Supportive and collaborative team environment. Opportunity to contribute ideas and make a genuine impact on business processes and improvements. If you are an experienced payroll professional looking to join a growing and forward-thinking business where payroll is your primary focus, we'd love to hear from you.
Jun 24, 2026
Full time
Location: Pontyclun Office-Based Salary: £32,000 - £34,000 per annum plus bonus About the Company Our client is a highly successful and innovative business with a turnover of approximately £25 million and ambitious plans for continued growth. They have built a reputation for investing in their people, embracing technology, and continuously improving processes across the organisation. As the business continues to expand, they are seeking an experienced and detail-focused Payroll Administrator & Assistant Accountant to join their finance team. The Role This is a payroll-first position, with responsibility for the accurate and timely delivery of payroll across the business. Payroll will be your core area of expertise and focus, ensuring employees are paid correctly, on time, and in compliance with relevant legislation. Alongside payroll responsibilities, you will provide support across accounts payable, expenses management and wider finance activities, making this a varied role within a growing finance team. The ideal candidate will be an experienced payroll professional who enjoys being the go-to person for all payroll matters whilst also supporting broader finance operations when required. Key Responsibilities Payroll & Employee Finance (Primary Focus) Manage and process monthly payroll for UK employees (approximately 80 employees) Take ownership of payroll accuracy, compliance, reporting and controls. Maintain payroll records, employee benefits, pension contributions and deductions. Act as the first point of contact for all payroll-related queries. Liaise with employees and managers to resolve payroll issues efficiently. Support benefits administration including pensions and employee vehicle schemes. Ensure payroll processes remain compliant with current legislation and best practice. Identify opportunities to improve payroll processes and reporting. HR Systems & Administration Maintain employee records within Sage HR and Go2Clock. Support onboarding and offboarding processes. Assist with HR administration and ensure data accuracy across systems. Produce reports and support coordination between payroll and HR functions. Finance & Accounts Support Support accounts payable processes and workflows. Process supplier invoices and assist with supplier reconciliations. Resolve supplier queries in a timely manner. Support bi-monthly payment runs and ad hoc payments. Maintain strong financial controls and audit trails. Expenses Management Manage and support the employee expenses process through SAP Concur. Review and process expense claims in line with company policies. Check receipts, coding and VAT treatment where appropriate. Resolve employee and approver queries. Ensure timely approval and reimbursement of expenses. Act as a key point of contact for Concur users across the business. Support expense reporting and reconciliation into SAP Business One. Assistant Accountant Support Provide cover and support across the finance function, including: Bank reconciliations. Month-end support activities. Cash management and payment processing. General finance administration. Operational Support Support vehicle lease administration, insurance management and licence checks. Assist with carbon reporting and sustainability data. Provide ad hoc support to the wider finance team. Contribute to process improvements, automation initiatives and system development projects. About You The successful candidate will have: Proven end-to-end payroll experience is essential. Experience managing payroll within a busy commercial environment. Strong understanding of payroll legislation, pensions, benefits and statutory deductions. Experience using Sage Payroll or similar payroll systems. Previous exposure to accounts payable, finance administration or assistant accounting duties would be advantageous. Experience using SAP Business One, SAP Concur or similar finance systems would be beneficial. Excellent attention to detail and a high level of accuracy. Strong organisational and workload management skills. The ability to manage multiple priorities and meet deadlines. Strong communication skills and confidence dealing with colleagues across the business. A proactive, solutions-focused approach and a desire to improve processes. What's on Offer? £32,000 - £34,000 salary. Annual bonus opportunity of up to £4,000. Join a growing, innovative £25m turnover business. 25 days holiday plus Bank Holidays. NEST Pension Scheme. Free on-site parking. 40-hour working week (8:00am 4:30pm) with some flexibility. Stable, long-term career opportunity. Exposure to multiple areas of finance and business operations. Supportive and collaborative team environment. Opportunity to contribute ideas and make a genuine impact on business processes and improvements. If you are an experienced payroll professional looking to join a growing and forward-thinking business where payroll is your primary focus, we'd 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 24, 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.
Excellent opportunity with a reputable firm in Penrith Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office. Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise. Due to continued growth and expansion, an exciting opportunity has arisen for an experienced Financial Services Administrator to join their team. This is an excellent opportunity for a motivated administrator looking to further their career in wealth management, with clear progression pathways and full support towards professional qualifications. They are located in a central and easily accessible area. Your new role As a Financial Administrator, you will play a key role in supporting Advisers and Paraplanners while acting as a central point of contact for client queries. You will ensure the smooth running of all administrative processes and contribute to delivering an exceptional client experience. Key responsibilities include: Handling inbound phone calls, enquiries, and requests from clients and providers Managing client correspondence in both written and verbal formats Processing new business applications across pensions, investments, and protection products Preparing client review packs for annual and tri-annual meetings Coordinating client meetings and managing advisers' diaries Producing portfolio illustrations and supporting investment processes Providing comprehensive back-office support to the wider team Maintaining and updating accurate, compliant client records using internal systems Ensuring all financial planning administration is completed in line with regulatory procedures What you'll need to succeed Previous experience working within a Financial Planning or Professional services organisation Strong organisational skills with the ability to prioritise workloads effectively Excellent communication skills and a professional, client-first approach Analytical thinking and problem-solving ability High attention to detail with a focus on compliance and accuracy Confident IT skills across office systems and back-office software A positive, flexible attitude and a strong team ethic What you'll get in return Flexible salary for those with experience beyond administration 25 days holiday (increasing with length of service) plus Bank Holidays Birthday Leave Holiday Purchase Scheme Enhanced Parental Leave Life Assurance Pension Cycle to Work Scheme Corporate Eyecare Dogs welcome in the office! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Jun 24, 2026
Full time
Excellent opportunity with a reputable firm in Penrith Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office. Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise. Due to continued growth and expansion, an exciting opportunity has arisen for an experienced Financial Services Administrator to join their team. This is an excellent opportunity for a motivated administrator looking to further their career in wealth management, with clear progression pathways and full support towards professional qualifications. They are located in a central and easily accessible area. Your new role As a Financial Administrator, you will play a key role in supporting Advisers and Paraplanners while acting as a central point of contact for client queries. You will ensure the smooth running of all administrative processes and contribute to delivering an exceptional client experience. Key responsibilities include: Handling inbound phone calls, enquiries, and requests from clients and providers Managing client correspondence in both written and verbal formats Processing new business applications across pensions, investments, and protection products Preparing client review packs for annual and tri-annual meetings Coordinating client meetings and managing advisers' diaries Producing portfolio illustrations and supporting investment processes Providing comprehensive back-office support to the wider team Maintaining and updating accurate, compliant client records using internal systems Ensuring all financial planning administration is completed in line with regulatory procedures What you'll need to succeed Previous experience working within a Financial Planning or Professional services organisation Strong organisational skills with the ability to prioritise workloads effectively Excellent communication skills and a professional, client-first approach Analytical thinking and problem-solving ability High attention to detail with a focus on compliance and accuracy Confident IT skills across office systems and back-office software A positive, flexible attitude and a strong team ethic What you'll get in return Flexible salary for those with experience beyond administration 25 days holiday (increasing with length of service) plus Bank Holidays Birthday Leave Holiday Purchase Scheme Enhanced Parental Leave Life Assurance Pension Cycle to Work Scheme Corporate Eyecare Dogs welcome in the office! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Torquay An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .
Jun 24, 2026
Full time
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Torquay An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Dorset An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .
Jun 24, 2026
Full time
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Dorset An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .
BPA ADMINISTRATOR As a BPA Administrator, you'll be responsible for administering pension benefits, processing member transactions, resolving queries and ensuring benefits are paid accurately and on time. You'll work closely with policyholders, trustees, colleagues and external stakeholders to provide excellent customer service while maintaining compliance with pension legislation and company policies. Key Responsibilities Administer BPA policies and defined benefit pension schemes. Process retirements, transfer values, death benefits, and pension payments. Respond to member and trustee enquiries with clear and informative guidance. Maintain accurate member records and support reporting activities. Assist with pension increases, benefit statements, and scheme communications. Support operational projects, on boarding activities, payroll processing, and quality assurance. Identify and support vulnerable customers, delivering positive outcomes in line with FCA Consumer Duty requirements. Contribute to process improvements and operational efficiencies. About You Experience in BPA administration and/or defined benefit pension schemes. Good understanding of pension legislation and regulatory requirements. Strong analytical, organisational, and problem-solving skills. Excellent communication and customer service abilities. Proficient in Microsoft Excel, Word, and Outlook. Comfortable working with administration systems and managing multiple priorities. What You'll Bring Accuracy and attention to detail. A collaborative approach and commitment to continuous improvement. The ability to explain complex pension information in a clear and concise way. A passion for delivering excellent customer outcomes. If you're looking to develop your career in pensions administration within a supportive and professional environment, we'd love to hear from you.
Jun 23, 2026
Full time
BPA ADMINISTRATOR As a BPA Administrator, you'll be responsible for administering pension benefits, processing member transactions, resolving queries and ensuring benefits are paid accurately and on time. You'll work closely with policyholders, trustees, colleagues and external stakeholders to provide excellent customer service while maintaining compliance with pension legislation and company policies. Key Responsibilities Administer BPA policies and defined benefit pension schemes. Process retirements, transfer values, death benefits, and pension payments. Respond to member and trustee enquiries with clear and informative guidance. Maintain accurate member records and support reporting activities. Assist with pension increases, benefit statements, and scheme communications. Support operational projects, on boarding activities, payroll processing, and quality assurance. Identify and support vulnerable customers, delivering positive outcomes in line with FCA Consumer Duty requirements. Contribute to process improvements and operational efficiencies. About You Experience in BPA administration and/or defined benefit pension schemes. Good understanding of pension legislation and regulatory requirements. Strong analytical, organisational, and problem-solving skills. Excellent communication and customer service abilities. Proficient in Microsoft Excel, Word, and Outlook. Comfortable working with administration systems and managing multiple priorities. What You'll Bring Accuracy and attention to detail. A collaborative approach and commitment to continuous improvement. The ability to explain complex pension information in a clear and concise way. A passion for delivering excellent customer outcomes. If you're looking to develop your career in pensions administration within a supportive and professional environment, we'd love to hear from you.
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: St Austell An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .
Jun 23, 2026
Full time
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: St Austell An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Launceston An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .
Jun 23, 2026
Full time
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Launceston An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry 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 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 23, 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.
