Pensions Team Leader Here at Alexander Lloyd, we are currently working with a well-known third-party administrator to support their search for a Pensions Team Leader to lead and develop their administration team. You could be a senior pensions administrator that has experience in deputising for the team leader and has checked juniors work or already a team leader for your next challenge. Role & Responsibilities: Motivate and develop the pension administration team Work closely with the manager of the team and deputise where neccessary Act as the escalation point for any complaints Conduct performance reviews with the team to ensure they are receiving the correct development and support Essential Criteria: Strong technical knowledge in defined benefit pension administration, including manual calculations Experience in leading teams This role is hybrid to Leeds, 2 days per week so if this position is of interest reach out to discuss further today! Please quote 52426 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Jun 29, 2026
Full time
Pensions Team Leader Here at Alexander Lloyd, we are currently working with a well-known third-party administrator to support their search for a Pensions Team Leader to lead and develop their administration team. You could be a senior pensions administrator that has experience in deputising for the team leader and has checked juniors work or already a team leader for your next challenge. Role & Responsibilities: Motivate and develop the pension administration team Work closely with the manager of the team and deputise where neccessary Act as the escalation point for any complaints Conduct performance reviews with the team to ensure they are receiving the correct development and support Essential Criteria: Strong technical knowledge in defined benefit pension administration, including manual calculations Experience in leading teams This role is hybrid to Leeds, 2 days per week so if this position is of interest reach out to discuss further today! Please quote 52426 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Our client, a well established an already established but expanding wealth management employee benefits consultancy, is currently looking to recruit an experienced Employee Benefits Administrator into their team. Candidates will be responsible for providing administration and general support to an Employee Benefits Consultant in the day to day running of client accounts across a range of pensions, group risk, group healthcare, flexible benefits etc. You will co-ordinate and undertake all administration in relation to the schemes including updating member data, renewals, claims data, communication materials and other associated queries. Candidates need to come from an employee benefits background and have experience in administering Corporate pensions or Group Healthcare or Group Risk schemes including GPP's, Group Private Medical insurance, Group Risk and flexible benefit schemes. Candidates will ideally hold professional qualifications although this is not essential. You will have excellent communication skills and ideally experience of dealing with a range of SME and Corporate clients. In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package.
Jun 28, 2026
Full time
Our client, a well established an already established but expanding wealth management employee benefits consultancy, is currently looking to recruit an experienced Employee Benefits Administrator into their team. Candidates will be responsible for providing administration and general support to an Employee Benefits Consultant in the day to day running of client accounts across a range of pensions, group risk, group healthcare, flexible benefits etc. You will co-ordinate and undertake all administration in relation to the schemes including updating member data, renewals, claims data, communication materials and other associated queries. Candidates need to come from an employee benefits background and have experience in administering Corporate pensions or Group Healthcare or Group Risk schemes including GPP's, Group Private Medical insurance, Group Risk and flexible benefit schemes. Candidates will ideally hold professional qualifications although this is not essential. You will have excellent communication skills and ideally experience of dealing with a range of SME and Corporate clients. In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package.
We currently have an exclusive role for an experienced Senior Pension Administrator to join an In House pension team to predominantly work on the Company's closed Defined Benefit (DB) scheme, with the opportunity to also get involved on the DC scheme including engagement with current employees as part of their general retirement planning journey. This is a great opportunity for a technically strong administrator looking to take on quality checking and key annual project responsibilities, as well as involvement in the wider workings of an in-house pension scheme. This role would suit someone who enjoys a mix of operational delivery, technical problem-solving, and contributing to broader scheme projects. Main duties To play a key role in delivering accurate, timely, and compliant pension administration services to DB members. Handle a varied workload that combines day-to-day operations with more complex technical work, pensioner payroll, project support and end to end scheme events such as pensions increase. Quality checking of casework completed by the team to ensure it meets high standards and is delivered in line with agreed Service Level Agreements (SLAs) Processing the monthly pensioner payroll, including associated reconciliations and payments Managing the annual pension increase exercise end-to-end Assisting with other annual and triennial projects What We're Looking For: Significant experience in Defined Benefit pension administration and an understanding of Defined Contribution Schemes. Strong technical knowledge of DB schemes, including benefit calculations and annual exercises. Pensioner payroll experience ideal although full training can be provided to successful candidate. Proven ability to handle complex cases and provide quality assurance / peer review on colleagues' work. Excellent attention to detail and a proactive approach to meeting SLAs and deadlines. What's in it for you? This is a great opportunity for a technically strong administrator looking to take on quality checking and key annual project responsibilities, as well as involvement in the wider workings of an in-house pension scheme. There are opportunities to take an active role within various committees and employee engagement sessions as well as to develop skills in relation to governance and risk management. You will also be offered a Competitive salary Holiday entitlement and Generous Pension Scheme Please quote 52427 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Jun 28, 2026
Full time
We currently have an exclusive role for an experienced Senior Pension Administrator to join an In House pension team to predominantly work on the Company's closed Defined Benefit (DB) scheme, with the opportunity to also get involved on the DC scheme including engagement with current employees as part of their general retirement planning journey. This is a great opportunity for a technically strong administrator looking to take on quality checking and key annual project responsibilities, as well as involvement in the wider workings of an in-house pension scheme. This role would suit someone who enjoys a mix of operational delivery, technical problem-solving, and contributing to broader scheme projects. Main duties To play a key role in delivering accurate, timely, and compliant pension administration services to DB members. Handle a varied workload that combines day-to-day operations with more complex technical work, pensioner payroll, project support and end to end scheme events such as pensions increase. Quality checking of casework completed by the team to ensure it meets high standards and is delivered in line with agreed Service Level Agreements (SLAs) Processing the monthly pensioner payroll, including associated reconciliations and payments Managing the annual pension increase exercise end-to-end Assisting with other annual and triennial projects What We're Looking For: Significant experience in Defined Benefit pension administration and an understanding of Defined Contribution Schemes. Strong technical knowledge of DB schemes, including benefit calculations and annual exercises. Pensioner payroll experience ideal although full training can be provided to successful candidate. Proven ability to handle complex cases and provide quality assurance / peer review on colleagues' work. Excellent attention to detail and a proactive approach to meeting SLAs and deadlines. What's in it for you? This is a great opportunity for a technically strong administrator looking to take on quality checking and key annual project responsibilities, as well as involvement in the wider workings of an in-house pension scheme. There are opportunities to take an active role within various committees and employee engagement sessions as well as to develop skills in relation to governance and risk management. You will also be offered a Competitive salary Holiday entitlement and Generous Pension Scheme Please quote 52427 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
DB Administration Manager Here at Alexander Lloyd, we are currently working with a well-known third-party administrator to support their search for a DB Administration Manager to oversee the administration and contact centre operations, driving excellent member and client service and ensuring full pension scheme compliance. Role & Responsibilities: Lead pension administration operations and service delivery teams. Ensure accurate processing of member benefits and events. Monitor performance, quality, and compliance standards. Drive process improvements and operational efficiency. Manage, develop, and support administration teams. Handle escalations and enhance the customer experience. Build strong stakeholder relationships and support client onboarding. Oversee audits, risk controls, systems, and data integrity. Essential Criteria: Must have significant experience in pensions administration Strong experience in managing multi-layered teams Good stakeholder management expertise This role is hybrid to a Leeds based office, 2 days per week so this opportunity offers the flexibility in working from home and collaborating with your teams in-person! Reach out directly or click apply today to learn more! Please quote 52425 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Jun 28, 2026
Full time
DB Administration Manager Here at Alexander Lloyd, we are currently working with a well-known third-party administrator to support their search for a DB Administration Manager to oversee the administration and contact centre operations, driving excellent member and client service and ensuring full pension scheme compliance. Role & Responsibilities: Lead pension administration operations and service delivery teams. Ensure accurate processing of member benefits and events. Monitor performance, quality, and compliance standards. Drive process improvements and operational efficiency. Manage, develop, and support administration teams. Handle escalations and enhance the customer experience. Build strong stakeholder relationships and support client onboarding. Oversee audits, risk controls, systems, and data integrity. Essential Criteria: Must have significant experience in pensions administration Strong experience in managing multi-layered teams Good stakeholder management expertise This role is hybrid to a Leeds based office, 2 days per week so this opportunity offers the flexibility in working from home and collaborating with your teams in-person! Reach out directly or click apply today to learn more! Please quote 52425 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
This Employee Benefits Administrator job offers the opportunity to join a well established and growing employee benefits firm supporting a diverse portfolio of corporate clients, just outside Coventry. If you enjoy structured administration, client interaction and developing your knowledge across pensions and group risk, this Employee Benefits Administrator job could be an excellent next step. As an Employee Benefits Administrator, you will play a central role in ensuring group benefit schemes operate smoothly and clients receive a consistently high level of service. You will support consultants and work closely with providers, giving you exposure across group pensions, group risk and employee wellbeing arrangements. Your day to day responsibilities as an Employee Benefits Administrator will include Administering group pension, group risk and healthcare schemes Processing joiners, leavers and member amendments Responding to scheme and member queries Liaising with insurers and providers Supporting scheme renewals and rebroking activity Preparing client documentation and maintaining accurate records This Employee Benefits Administrator role suits someone who enjoys being organised, takes pride in detail and wants to build long term expertise within employee benefits. There is genuine scope for progression as your experience grows. Employee Benefits Administrator Requirements Experience administering employee benefits schemes is essential Exposure to group pensions and or group risk schemes is essential Experience within employee benefits or financial services administration Industry qualifications are desirable but not required Experience using employee benefits or pension administration systems is beneficial The Company This is a long established professional services firm with specialist teams across employee benefits and wealth management. They support corporate and personal clients nationwide and are known for their supportive culture and commitment to developing their people. Employee Benefits Administrator Benefits Salary 30,000 to 40,000 negotiable depending on experience 22 days holiday plus bank holidays with option purchase up to 5 additional days holiday Office closed between Christmas and New Year at Director discretion 4x death in service and 2x critical illness cover Health cash plan Office based Monday to Thursday with Friday home working Working hours 8.30am to 5pm Monday to Thursday and 8.30am to 1.30pm Friday Free on site parking Location This role is based near Meriden and is best suited to candidates within a reasonable commuting distance. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Jun 27, 2026
Full time
This Employee Benefits Administrator job offers the opportunity to join a well established and growing employee benefits firm supporting a diverse portfolio of corporate clients, just outside Coventry. If you enjoy structured administration, client interaction and developing your knowledge across pensions and group risk, this Employee Benefits Administrator job could be an excellent next step. As an Employee Benefits Administrator, you will play a central role in ensuring group benefit schemes operate smoothly and clients receive a consistently high level of service. You will support consultants and work closely with providers, giving you exposure across group pensions, group risk and employee wellbeing arrangements. Your day to day responsibilities as an Employee Benefits Administrator will include Administering group pension, group risk and healthcare schemes Processing joiners, leavers and member amendments Responding to scheme and member queries Liaising with insurers and providers Supporting scheme renewals and rebroking activity Preparing client documentation and maintaining accurate records This Employee Benefits Administrator role suits someone who enjoys being organised, takes pride in detail and wants to build long term expertise within employee benefits. There is genuine scope for progression as your experience grows. Employee Benefits Administrator Requirements Experience administering employee benefits schemes is essential Exposure to group pensions and or group risk schemes is essential Experience within employee benefits or financial services administration Industry qualifications are desirable but not required Experience using employee benefits or pension administration systems is beneficial The Company This is a long established professional services firm with specialist teams across employee benefits and wealth management. They support corporate and personal clients nationwide and are known for their supportive culture and commitment to developing their people. Employee Benefits Administrator Benefits Salary 30,000 to 40,000 negotiable depending on experience 22 days holiday plus bank holidays with option purchase up to 5 additional days holiday Office closed between Christmas and New Year at Director discretion 4x death in service and 2x critical illness cover Health cash plan Office based Monday to Thursday with Friday home working Working hours 8.30am to 5pm Monday to Thursday and 8.30am to 1.30pm Friday Free on site parking Location This role is based near Meriden and is best suited to candidates within a reasonable commuting distance. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
This Employee Benefits Administrator job offers the opportunity to join a well established and growing employee benefits firm supporting a diverse portfolio of corporate clients, just outside Coventry. If you enjoy structured administration, client interaction and developing your knowledge across pensions and group risk, this Employee Benefits Administrator job could be an excellent next step. As an Employee Benefits Administrator, you will play a central role in ensuring group benefit schemes operate smoothly and clients receive a consistently high level of service. You will support consultants and work closely with providers, giving you exposure across group pensions, group risk and employee wellbeing arrangements. Your day to day responsibilities as an Employee Benefits Administrator will include Administering group pension, group risk and healthcare schemes Processing joiners, leavers and member amendments Responding to scheme and member queries Liaising with insurers and providers Supporting scheme renewals and rebroking activity Preparing client documentation and maintaining accurate records This Employee Benefits Administrator role suits someone who enjoys being organised, takes pride in detail and wants to build long term expertise within employee benefits. There is genuine scope for progression as your experience grows. Employee Benefits Administrator Requirements Experience administering employee benefits schemes is essential Exposure to group pensions and or group risk schemes is essential Experience within employee benefits or financial services administration Industry qualifications are desirable but not required Experience using employee benefits or pension administration systems is beneficial The Company This is a long established professional services firm with specialist teams across employee benefits and wealth management. They support corporate and personal clients nationwide and are known for their supportive culture and commitment to developing their people. Employee Benefits Administrator Benefits Salary £30,000 to £40,000 negotiable depending on experience 22 days holiday plus bank holidays with option purchase up to 5 additional days holiday Office closed between Christmas and New Year at Director discretion 4x death in service and 2x critical illness cover Health cash plan Office based Monday to Thursday with Friday home working Working hours 8.30am to 5pm Monday to Thursday and 8.30am to 1.30pm Friday Free on site parking Location This role is based near Meriden and is best suited to candidates within a reasonable commuting distance. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Jun 27, 2026
Full time
This Employee Benefits Administrator job offers the opportunity to join a well established and growing employee benefits firm supporting a diverse portfolio of corporate clients, just outside Coventry. If you enjoy structured administration, client interaction and developing your knowledge across pensions and group risk, this Employee Benefits Administrator job could be an excellent next step. As an Employee Benefits Administrator, you will play a central role in ensuring group benefit schemes operate smoothly and clients receive a consistently high level of service. You will support consultants and work closely with providers, giving you exposure across group pensions, group risk and employee wellbeing arrangements. Your day to day responsibilities as an Employee Benefits Administrator will include Administering group pension, group risk and healthcare schemes Processing joiners, leavers and member amendments Responding to scheme and member queries Liaising with insurers and providers Supporting scheme renewals and rebroking activity Preparing client documentation and maintaining accurate records This Employee Benefits Administrator role suits someone who enjoys being organised, takes pride in detail and wants to build long term expertise within employee benefits. There is genuine scope for progression as your experience grows. Employee Benefits Administrator Requirements Experience administering employee benefits schemes is essential Exposure to group pensions and or group risk schemes is essential Experience within employee benefits or financial services administration Industry qualifications are desirable but not required Experience using employee benefits or pension administration systems is beneficial The Company This is a long established professional services firm with specialist teams across employee benefits and wealth management. They support corporate and personal clients nationwide and are known for their supportive culture and commitment to developing their people. Employee Benefits Administrator Benefits Salary £30,000 to £40,000 negotiable depending on experience 22 days holiday plus bank holidays with option purchase up to 5 additional days holiday Office closed between Christmas and New Year at Director discretion 4x death in service and 2x critical illness cover Health cash plan Office based Monday to Thursday with Friday home working Working hours 8.30am to 5pm Monday to Thursday and 8.30am to 1.30pm Friday Free on site parking Location This role is based near Meriden and is best suited to candidates within a reasonable commuting distance. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
IFA Administrator Glasgow area - hybrid working Up to £40,000 If you are an experienced IFA Administrator looking for a role where you can be part of a genuinely supportive team, this could be a very good opportunity. This position would suit someone who enjoys working closely with advisers, keeping things organised, and being an important part of the client journey. It is ideal for someone who wants to be valued for the work they do, enjoys variety in their day, and is looking for a business where there is real scope to grow over time. You will be joining an established independent financial planning firm with a strong reputation for personalised advice and long term client relationships. Publicly, the business positions itself around clear guidance, trust, and tailored financial planning, while also highlighting a forward thinking approach and a commitment to helping people build rewarding careers within the firm. This is the sort of role where you can build on your existing experience, develop your technical knowledge, and increase your exposure over time. For someone who wants more than just a steady administration job, there is genuine long term potential here. The Business This is a well established independent financial planning firm with offices in the west of Scotland. The business provides advice across areas such as investment planning, retirement planning, estate planning, protection, business planning and broader financial planning, including work with private clients and high net worth clients. The culture appears professional, personable and quality driven. The business also publicly describes itself as a place for people looking to build a rewarding career within a forward thinking financial services organisation, which should appeal to candidates looking for more than just a job move. The Role You will support advisers with the day to day administration that underpins a high quality client service. A typical day may include: Preparing files, paperwork, illustrations and application forms ahead of client meetings Maintaining accurate client records on back office systems Producing valuations, annual review packs and other client documentation Liaising with providers and platforms for information, servicing requests and new business updates Processing withdrawals, fund switches and other client instructions Managing diaries and helping coordinate client appointments Supporting advisers with case progression and general case management Ensuring service standards and compliance requirements are met throughout the client journey You will also be a key point of contact for clients, so the role would suit someone who is professional, approachable and confident in dealing with people. For candidates who have not yet had exposure to report writing, this is something they can build towards over time as their knowledge and confidence grow. Experience with pensions, investments and protection business would be beneficial. Exposure to platforms and providers such as abrdn, Quilter, Wealthtime, Aviva, Scottish Widows, Aegon, LV, Prudential, Octopus or Rathbones would also be helpful. The Benefits Salary up to £40,000 Hybrid working - 3 days in the office Study support Genuine progression opportunities Supportive working culture Pension Competitive overall benefits package How to Apply Applying is quick and simple. Submit your CV through the advert and a consultant will contact you. Synonyms IFA Administrator, Financial Planning Administrator, Client Support Administrator, Financial Services Administrator, Wealth Management Administrator, Client Delivery Administrator
Jun 27, 2026
Full time
IFA Administrator Glasgow area - hybrid working Up to £40,000 If you are an experienced IFA Administrator looking for a role where you can be part of a genuinely supportive team, this could be a very good opportunity. This position would suit someone who enjoys working closely with advisers, keeping things organised, and being an important part of the client journey. It is ideal for someone who wants to be valued for the work they do, enjoys variety in their day, and is looking for a business where there is real scope to grow over time. You will be joining an established independent financial planning firm with a strong reputation for personalised advice and long term client relationships. Publicly, the business positions itself around clear guidance, trust, and tailored financial planning, while also highlighting a forward thinking approach and a commitment to helping people build rewarding careers within the firm. This is the sort of role where you can build on your existing experience, develop your technical knowledge, and increase your exposure over time. For someone who wants more than just a steady administration job, there is genuine long term potential here. The Business This is a well established independent financial planning firm with offices in the west of Scotland. The business provides advice across areas such as investment planning, retirement planning, estate planning, protection, business planning and broader financial planning, including work with private clients and high net worth clients. The culture appears professional, personable and quality driven. The business also publicly describes itself as a place for people looking to build a rewarding career within a forward thinking financial services organisation, which should appeal to candidates looking for more than just a job move. The Role You will support advisers with the day to day administration that underpins a high quality client service. A typical day may include: Preparing files, paperwork, illustrations and application forms ahead of client meetings Maintaining accurate client records on back office systems Producing valuations, annual review packs and other client documentation Liaising with providers and platforms for information, servicing requests and new business updates Processing withdrawals, fund switches and other client instructions Managing diaries and helping coordinate client appointments Supporting advisers with case progression and general case management Ensuring service standards and compliance requirements are met throughout the client journey You will also be a key point of contact for clients, so the role would suit someone who is professional, approachable and confident in dealing with people. For candidates who have not yet had exposure to report writing, this is something they can build towards over time as their knowledge and confidence grow. Experience with pensions, investments and protection business would be beneficial. Exposure to platforms and providers such as abrdn, Quilter, Wealthtime, Aviva, Scottish Widows, Aegon, LV, Prudential, Octopus or Rathbones would also be helpful. The Benefits Salary up to £40,000 Hybrid working - 3 days in the office Study support Genuine progression opportunities Supportive working culture Pension Competitive overall benefits package How to Apply Applying is quick and simple. Submit your CV through the advert and a consultant will contact you. Synonyms IFA Administrator, Financial Planning Administrator, Client Support Administrator, Financial Services Administrator, Wealth Management Administrator, Client Delivery Administrator
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Leatherhead, Surrey Salary: £26,000 - £32,000 per annum (DOE) Benefits: Christmas office closure (not deducted from annual leave) 5% employer pension contribution Hybrid working available after probation (1 day per week from home) Free on-site parking Supportive and collaborative team environment Opportunities for long-term career development About the Company: Our client is a well-established and growing independent financial planning firm based in Leatherhead. With a strong reputation for delivering high-quality financial advice and exceptional client service, they are seeking an experienced IFA Administrator to join their friendly and professional team. This is an excellent opportunity for an individual with financial services experience who is looking to build a long-term career within a supportive and collaborative environment. Key Responsibilities: Providing comprehensive administrative support to Financial Advisers and the wider team Processing new business applications across pensions, investments and protection products Preparing client documentation and maintaining accurate client records Liaising with clients, providers and third-party organisations Managing correspondence, client queries and requests in a timely manner Obtaining policy information and fund valuations Supporting the client review process and producing review packs Ensuring all administration is completed accurately and in line with regulatory requirements Maintaining back-office systems and updating client data Assisting with general office administration duties as required What We're Looking For: Minimum of 1 year's experience within an IFA Administration or Financial Services Administration role Good understanding of financial planning products and services Strong organisational skills with excellent attention to detail Professional and confident communication skills Ability to prioritise workload and work effectively within a team environment Proficient in Microsoft Office applications Positive attitude and a willingness to contribute to a collaborative team culture Desirable Skills: Experience supporting Independent Financial Advisers Knowledge of pensions, investments and protection products Experience using financial services back-office systems Working towards or interested in pursuing professional financial planning qualifications Provider administration experience within financial services How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jun 27, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Leatherhead, Surrey Salary: £26,000 - £32,000 per annum (DOE) Benefits: Christmas office closure (not deducted from annual leave) 5% employer pension contribution Hybrid working available after probation (1 day per week from home) Free on-site parking Supportive and collaborative team environment Opportunities for long-term career development About the Company: Our client is a well-established and growing independent financial planning firm based in Leatherhead. With a strong reputation for delivering high-quality financial advice and exceptional client service, they are seeking an experienced IFA Administrator to join their friendly and professional team. This is an excellent opportunity for an individual with financial services experience who is looking to build a long-term career within a supportive and collaborative environment. Key Responsibilities: Providing comprehensive administrative support to Financial Advisers and the wider team Processing new business applications across pensions, investments and protection products Preparing client documentation and maintaining accurate client records Liaising with clients, providers and third-party organisations Managing correspondence, client queries and requests in a timely manner Obtaining policy information and fund valuations Supporting the client review process and producing review packs Ensuring all administration is completed accurately and in line with regulatory requirements Maintaining back-office systems and updating client data Assisting with general office administration duties as required What We're Looking For: Minimum of 1 year's experience within an IFA Administration or Financial Services Administration role Good understanding of financial planning products and services Strong organisational skills with excellent attention to detail Professional and confident communication skills Ability to prioritise workload and work effectively within a team environment Proficient in Microsoft Office applications Positive attitude and a willingness to contribute to a collaborative team culture Desirable Skills: Experience supporting Independent Financial Advisers Knowledge of pensions, investments and protection products Experience using financial services back-office systems Working towards or interested in pursuing professional financial planning qualifications Provider administration experience within financial services How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Role Overview: We are partnered with a leading pensions organisation seeking a Senior Pension Projects Manager to support the delivery, governance, and oversight of its business-wide portfolio of pensions and transformation projects. This is a senior, high-visibility role sitting at the heart of the organisation's governance and control framework. You will be responsible for providing robust reporting, programme oversight, and management information to senior leadership, ensuring effective control of business priorities, resources, risks, and delivery performance. You will operate across multiple workstreams, working closely with executive stakeholders, internal teams, and external partners to ensure projects are delivered in line with agreed scope, budget, and timelines, while maintaining strong governance and financial control. Key Responsibilities: Provide programme-level oversight across a portfolio of pensions and business change initiatives Deliver high-quality reporting and management information to Programme Boards, Executive Management Teams, and senior stakeholders Develop, maintain, and enforce robust programme governance frameworks, including documentation standards, controls, and reporting processes Own and manage programme-level risk, ensuring risks are identified, assessed, mitigated, and escalated appropriately Monitor progress against business plans, budgets, and delivery timelines, reporting deviations and agreeing corrective actions Support the preparation and approval of project mandates, budgets, and business cases Lead resource planning and allocation across multiple teams, negotiating priorities with senior stakeholders and leadership teams Track and manage programme financials, including budget vs actuals, forecasts, and cost allocation across workstreams Ensure accurate and timely reporting of project and programme performance metrics Support the preparation of strategic papers, reports, and updates for Programme Boards and senior governance forums Coordinate input from internal teams, consultants, and external suppliers to support successful delivery of projects Identify opportunities to improve governance, reporting, delivery efficiency, and overall programme control Support effective communication between delivery teams and executive leadership Skills & Experience Required: Extensive experience in pensions administration, pensions consultancy, or pensions transformation environments Strong understanding of Defined Benefit (DB) pension schemes and operational frameworks Proven experience in programme management, PMO, portfolio management, or senior project governance roles Strong background in managing budgets, financial tracking, and forecasting across multiple workstreams Significant experience working with senior stakeholders, including boards, executives, and steering committees Excellent organisational and planning skills, with the ability to manage multiple priorities Strong understanding of risk management and governance frameworks within complex environments Confident communicator with experience producing and presenting high-quality MI and reporting packs Experience working with cross-functional teams, consultants, and third-party suppliers Proficient in MS Office tools including Excel, PowerPoint, SharePoint, and project tracking systems Project or programme management qualification (e.g. PRINCE2, MSP, APM) desirable
Jun 27, 2026
Full time
Role Overview: We are partnered with a leading pensions organisation seeking a Senior Pension Projects Manager to support the delivery, governance, and oversight of its business-wide portfolio of pensions and transformation projects. This is a senior, high-visibility role sitting at the heart of the organisation's governance and control framework. You will be responsible for providing robust reporting, programme oversight, and management information to senior leadership, ensuring effective control of business priorities, resources, risks, and delivery performance. You will operate across multiple workstreams, working closely with executive stakeholders, internal teams, and external partners to ensure projects are delivered in line with agreed scope, budget, and timelines, while maintaining strong governance and financial control. Key Responsibilities: Provide programme-level oversight across a portfolio of pensions and business change initiatives Deliver high-quality reporting and management information to Programme Boards, Executive Management Teams, and senior stakeholders Develop, maintain, and enforce robust programme governance frameworks, including documentation standards, controls, and reporting processes Own and manage programme-level risk, ensuring risks are identified, assessed, mitigated, and escalated appropriately Monitor progress against business plans, budgets, and delivery timelines, reporting deviations and agreeing corrective actions Support the preparation and approval of project mandates, budgets, and business cases Lead resource planning and allocation across multiple teams, negotiating priorities with senior stakeholders and leadership teams Track and manage programme financials, including budget vs actuals, forecasts, and cost allocation across workstreams Ensure accurate and timely reporting of project and programme performance metrics Support the preparation of strategic papers, reports, and updates for Programme Boards and senior governance forums Coordinate input from internal teams, consultants, and external suppliers to support successful delivery of projects Identify opportunities to improve governance, reporting, delivery efficiency, and overall programme control Support effective communication between delivery teams and executive leadership Skills & Experience Required: Extensive experience in pensions administration, pensions consultancy, or pensions transformation environments Strong understanding of Defined Benefit (DB) pension schemes and operational frameworks Proven experience in programme management, PMO, portfolio management, or senior project governance roles Strong background in managing budgets, financial tracking, and forecasting across multiple workstreams Significant experience working with senior stakeholders, including boards, executives, and steering committees Excellent organisational and planning skills, with the ability to manage multiple priorities Strong understanding of risk management and governance frameworks within complex environments Confident communicator with experience producing and presenting high-quality MI and reporting packs Experience working with cross-functional teams, consultants, and third-party suppliers Proficient in MS Office tools including Excel, PowerPoint, SharePoint, and project tracking systems Project or programme management qualification (e.g. PRINCE2, MSP, APM) desirable
IFA Administrator Cramlington/ Hybrid Salary up to £34,000 + Benefits Our client is a leading and national Independent provider of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an experienced Financial Services Administrator to join their team in Cramlington on the outskirts of Newcastle. This is a hybrid role which will consist of 3 days office, and 2 days WFH. The experienced Financial Services administrator will support the financial consultants by managing and administering a portfolio of pensions and personal wealth clients ensuring smooth and efficient handling of their financial affairs. What's in it for you? Competitive salary and benefits package Hybrid working arrangement - flexibility to work from home after training Opportunities for career growth and professional development Collaborative team environment with a chance to learn from experienced professionals Access to a variety of voluntary benefits tailored to your needs Participation in charity events and social activities Responsibilities: Client Portfolio Management: Supporting a Senior Consultant by administering and managing a portfolio of pension and personal wealth clients. Proactive Support: Collaborating closely with the Senior Consultant, assisting in the smooth running of client accounts and ensuring that their financial needs are met. Client Liaison: Handling client queries, providing information, and ensuring high levels of service are maintained at all times. Regulatory Compliance: Ensuring all activities are carried out in line with internal procedures and relevant regulations. Administrative Support: Taking on administrative tasks that support the Senior Consultant, including preparing documents, managing workflows, and coordinating meetings. Continuous Learning: Staying up to date with industry changes and regulations, participating in training to deepen your expertise. Experience and Skills: Minimum of 2 years' experience in a similar financial services role. Solid understanding of financial services and the ability to manage complex client portfolios Previous experience supporting senior consultants or leadership teams is a plus Excellent customer service and interpersonal skills, with the ability to communicate clearly at all levels High attention to detail and the ability to work proactively to resolve client issues Strong organisational skills and the ability to prioritise and manage multiple tasks in a fast-paced environment Ability to work independently and as part of a team, with a collaborative approach This is an exciting opportunity for an individual who is looking to take their career to the next level. For more information apply online or speak to one of our specialist consultants quoting reference NJR16802
Jun 27, 2026
Full time
IFA Administrator Cramlington/ Hybrid Salary up to £34,000 + Benefits Our client is a leading and national Independent provider of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an experienced Financial Services Administrator to join their team in Cramlington on the outskirts of Newcastle. This is a hybrid role which will consist of 3 days office, and 2 days WFH. The experienced Financial Services administrator will support the financial consultants by managing and administering a portfolio of pensions and personal wealth clients ensuring smooth and efficient handling of their financial affairs. What's in it for you? Competitive salary and benefits package Hybrid working arrangement - flexibility to work from home after training Opportunities for career growth and professional development Collaborative team environment with a chance to learn from experienced professionals Access to a variety of voluntary benefits tailored to your needs Participation in charity events and social activities Responsibilities: Client Portfolio Management: Supporting a Senior Consultant by administering and managing a portfolio of pension and personal wealth clients. Proactive Support: Collaborating closely with the Senior Consultant, assisting in the smooth running of client accounts and ensuring that their financial needs are met. Client Liaison: Handling client queries, providing information, and ensuring high levels of service are maintained at all times. Regulatory Compliance: Ensuring all activities are carried out in line with internal procedures and relevant regulations. Administrative Support: Taking on administrative tasks that support the Senior Consultant, including preparing documents, managing workflows, and coordinating meetings. Continuous Learning: Staying up to date with industry changes and regulations, participating in training to deepen your expertise. Experience and Skills: Minimum of 2 years' experience in a similar financial services role. Solid understanding of financial services and the ability to manage complex client portfolios Previous experience supporting senior consultants or leadership teams is a plus Excellent customer service and interpersonal skills, with the ability to communicate clearly at all levels High attention to detail and the ability to work proactively to resolve client issues Strong organisational skills and the ability to prioritise and manage multiple tasks in a fast-paced environment Ability to work independently and as part of a team, with a collaborative approach This is an exciting opportunity for an individual who is looking to take their career to the next level. For more information apply online or speak to one of our specialist consultants quoting reference NJR16802
Business Compliance Consultant Red Recruitment is looking to recruit experienced compliance consultant with previous pensions and investments experience and a good awareness of the UK regulatory environment. The salary is up to 52000 per annum and the successful candidate must have previous compliance experience. Benefits and Package for a Business Compliance Consultant: Salary: Competitive Hours: Full-time Contract Type: Permanent Location: Liverpool Generous Holiday Allowance Key Responsibilities of a Business Compliance Consultant: Carry out file reviews and maintain a log of checks undertaken: Check all documentation for completeness and consistency Review and assess Adviser recommendations to clients for suitability and for compliance with internal procedures and wider legislation, in respect of the firm's discretionary managed service, ISAs, Pension, annuity broking, pension transfers/switches & drawdown. Communicate any findings with both the Adviser and appropriate senior management Effectively assess and oversee the resolution of remedial action to ensure satisfactory completion Assist with the delivery of the Compliance Monitoring Plan (CMP) Complaints handling and reporting Review and sign off literature and educational presentations against internal requirements, relevant legislation and rules including HMRC & the FCA Financial Promotion rules Undertake, monitor and record anti-money laundering checks Carry out peer checks Keep up to date with relevant UK Legislation that impacts the business Prepare MI and KPI data Be passionate about and demonstrate behaviours in line with the Company's ethos, vision and key principles Assist with other operational duties as necessary Key Skills and Experience of a Business Compliance Consultant: Excellent communication skills at all levels, both verbal and written, including the ability to be discreet and maintain confidentiality Strong organisational and problem-solving skills Investment & pensions experience within the financial services industry Good awareness of the UK regulatory environment, specifically the FCA Handbook Proficient in the use of MS Office and the ability to adapt to and engage with multiple technology systems Thorough approach to work, with good attention to detail A flexible and proactive approach with the ability to work under the pressure of deadlines Approachable and self-motivated Embraces change with a positive and flexible attitude Ability to articulate solutions both internally and externally Proactive team player If you are interested in this position as a Business Compliance Consultant and have the relevant experience required, please apply now! Red Recruitment (Agency)
Jun 27, 2026
Full time
Business Compliance Consultant Red Recruitment is looking to recruit experienced compliance consultant with previous pensions and investments experience and a good awareness of the UK regulatory environment. The salary is up to 52000 per annum and the successful candidate must have previous compliance experience. Benefits and Package for a Business Compliance Consultant: Salary: Competitive Hours: Full-time Contract Type: Permanent Location: Liverpool Generous Holiday Allowance Key Responsibilities of a Business Compliance Consultant: Carry out file reviews and maintain a log of checks undertaken: Check all documentation for completeness and consistency Review and assess Adviser recommendations to clients for suitability and for compliance with internal procedures and wider legislation, in respect of the firm's discretionary managed service, ISAs, Pension, annuity broking, pension transfers/switches & drawdown. Communicate any findings with both the Adviser and appropriate senior management Effectively assess and oversee the resolution of remedial action to ensure satisfactory completion Assist with the delivery of the Compliance Monitoring Plan (CMP) Complaints handling and reporting Review and sign off literature and educational presentations against internal requirements, relevant legislation and rules including HMRC & the FCA Financial Promotion rules Undertake, monitor and record anti-money laundering checks Carry out peer checks Keep up to date with relevant UK Legislation that impacts the business Prepare MI and KPI data Be passionate about and demonstrate behaviours in line with the Company's ethos, vision and key principles Assist with other operational duties as necessary Key Skills and Experience of a Business Compliance Consultant: Excellent communication skills at all levels, both verbal and written, including the ability to be discreet and maintain confidentiality Strong organisational and problem-solving skills Investment & pensions experience within the financial services industry Good awareness of the UK regulatory environment, specifically the FCA Handbook Proficient in the use of MS Office and the ability to adapt to and engage with multiple technology systems Thorough approach to work, with good attention to detail A flexible and proactive approach with the ability to work under the pressure of deadlines Approachable and self-motivated Embraces change with a positive and flexible attitude Ability to articulate solutions both internally and externally Proactive team player If you are interested in this position as a Business Compliance Consultant and have the relevant experience required, please apply now! Red Recruitment (Agency)
An exciting opportunity has arisen for an experienced Senior Employee Benefits Consultant to join a highly regarded financial advisory team within a leading professional services firm. This role sits within a specialist Employee Benefits function, providing strategic advice to a diverse corporate client base, including SMEs, larger organisations, and specialist sectors such as education. The team delivers holistic support across pensions, risk, healthcare and wider benefits strategy. You will take ownership of a portfolio of clients, providing expert guidance while also playing a key role in developing new business and strengthening client relationships. The Role This is a client-facing, commercially focused role combining advisory, relationship management and business development. Key responsibilities include: Acting as lead consultant for a portfolio of corporate clients Providing strategic advice on: Workplace pensions Group life assurance Income protection Private medical insurance Wider employee benefits and wellbeing solutions Managing incoming client enquiries and delivering high-quality, timely responses Leading client meetings, including in-person presentations and reviews Driving client retention, renewals and governance processes Identifying and converting new business opportunities Supporting proposals, tenders and pitches Building long-term, trusted client relationships The role requires someone confident in both day-to-day client servicing and winning new business. About You To be successful in this role, you will bring: Strong experience in corporate employee benefits consulting Proven expertise across pensions and group risk/healthcare products Experience advising corporate clients and senior stakeholders A track record of generating new business and growing client accounts Excellent communication and presentation skills The ability to manage multiple clients and priorities effectively Strong technical knowledge of benefits legislation and market trends Qualifications such as CII Level 4 (or equivalent) and current SPS are highly desirable. Working Environment Hybrid working: typically 2 days per week in the office Client travel as required (presentations typically in person, some meetings virtual) Collaborative, high-performing advisory team environment Strong focus on professional development and progression What's on Offer Salary up to £85,000 Performance-related bonus Comprehensive benefits package including: Private medical insurance Income protection Life assurance Pension Flexible benefits and wellbeing support Generous holiday allowance and additional perks This is a fantastic opportunity to join a respected advisory business where you can take ownership of client relationships, influence strategy, and play a key role in the growth of a successful employee benefits offering.
Jun 27, 2026
Full time
An exciting opportunity has arisen for an experienced Senior Employee Benefits Consultant to join a highly regarded financial advisory team within a leading professional services firm. This role sits within a specialist Employee Benefits function, providing strategic advice to a diverse corporate client base, including SMEs, larger organisations, and specialist sectors such as education. The team delivers holistic support across pensions, risk, healthcare and wider benefits strategy. You will take ownership of a portfolio of clients, providing expert guidance while also playing a key role in developing new business and strengthening client relationships. The Role This is a client-facing, commercially focused role combining advisory, relationship management and business development. Key responsibilities include: Acting as lead consultant for a portfolio of corporate clients Providing strategic advice on: Workplace pensions Group life assurance Income protection Private medical insurance Wider employee benefits and wellbeing solutions Managing incoming client enquiries and delivering high-quality, timely responses Leading client meetings, including in-person presentations and reviews Driving client retention, renewals and governance processes Identifying and converting new business opportunities Supporting proposals, tenders and pitches Building long-term, trusted client relationships The role requires someone confident in both day-to-day client servicing and winning new business. About You To be successful in this role, you will bring: Strong experience in corporate employee benefits consulting Proven expertise across pensions and group risk/healthcare products Experience advising corporate clients and senior stakeholders A track record of generating new business and growing client accounts Excellent communication and presentation skills The ability to manage multiple clients and priorities effectively Strong technical knowledge of benefits legislation and market trends Qualifications such as CII Level 4 (or equivalent) and current SPS are highly desirable. Working Environment Hybrid working: typically 2 days per week in the office Client travel as required (presentations typically in person, some meetings virtual) Collaborative, high-performing advisory team environment Strong focus on professional development and progression What's on Offer Salary up to £85,000 Performance-related bonus Comprehensive benefits package including: Private medical insurance Income protection Life assurance Pension Flexible benefits and wellbeing support Generous holiday allowance and additional perks This is a fantastic opportunity to join a respected advisory business where you can take ownership of client relationships, influence strategy, and play a key role in the growth of a successful employee benefits offering.
Compliance Consultant Red Recruitment is looking to recruit experienced compliance consultant with previous pensions and investments experience and a good awareness of the UK regulatory environment. The salary is up to 52000 per annum and the successful candidate must have previous compliance experience. Benefits and Package for a Compliance Consultant: Salary: Competitive Hours: Full-time Contract Type: Permanent Location: Liverpool Generous Holiday Allowance Key Responsibilities of a Compliance Consultant: Complete scheduled monitoring reviews in a timely manner. Identify and investigate issues and/or trends which may adversely affect the businesses' ability to comply with applicable legislation and/or regulations. Produce compliance monitoring review reports for Senior Management. Follow-up activities to ensure effective remediation of issues identified from the monitoring reviews and take responsibility for the delivery of agreed corrective actions and resolution of issues where appropriate. Maintain a close working relationship with other departments, particularly the Advised Sales Force, Guidance team, Legal, Investment Operations, Pensions Administration, Operations Control and HR teams. Manage the internal Complaints and Breaches mailbox ensuring all notifications are logged accordingly and escalated and dealt with in a timely manner. Log and track all firm breaches, ensuring that each breach is documented accurately, escalated, and investigated in line with company procedures. Perform thorough investigations into breaches, identifying the causes and potential impact on the business. Work closely with relevant teams to implement corrective actions and prevent similar breaches from occurring in the future. Ensure appropriate compensation is calculated and applied where the issue has caused a monetary loss to an individual Assist the Compliance Manager in creating a supportive culture based on continuous improvement & implementing Compliance throughout the business. Ensure all regulatory requirements are adhered to in the course of carrying out daily activities. Investigate and finalise complaints appropriately and in accordance with FCA DISP regulations. Conduct effective root cause analysis and identify root cause corrective action Identify trends, look at root cause of issues and ensure recommendations in place to improve business processes. Make recommendations to improve processes to the business and ensure implementation. Co-ordinate FCA Reporting, including: liaising with the business to provide information on what is required for FCA reporting and timely reminders to ensure all filing is completed within regulator timeframes. Collate all relevant compliance regulatory information and upload to My FCA in preparation for the Compliance Manager's assessment. Maintain the internal Certificated Function register accurately to ensure governance, oversight, and MI reporting. Ensure all certificated regime employees have a valid Statement of Professional Standing (SPS). Produce regulated references as required. Produce MI for the monthly compliance board report. Keep up to date on changing industry legislation that impacts the business. Complete Ad-hoc project work as required to meet business needs. Be passionate about and demonstrate behaviours in line with the Company's ethos, vision and key principles. Key Skills and Experience of a Compliance Consultant: Experience in the Financial Service industry ideally with a pension and/or investment focus Ability to understand and navigate the FCA handbook Excellent communication skills at all levels, both verbal and written, including the ability to be discreet and confidential Proficient in the use of MS Office and Intelligent Office Able to work to deadlines with proven time management skills Strong organisational and problem-solving skills, and ability to adopt a logical approach Thorough approach to work, with excellent attention to detail Approachable and self-motivated Embraces change with a positive and flexible attitude Ability to articulate solutions both internally and externally If you are interested in this position as a Compliance Consultant and have the relevant experience required, please apply now! Red Recruitment (Agency)
Jun 27, 2026
Full time
Compliance Consultant Red Recruitment is looking to recruit experienced compliance consultant with previous pensions and investments experience and a good awareness of the UK regulatory environment. The salary is up to 52000 per annum and the successful candidate must have previous compliance experience. Benefits and Package for a Compliance Consultant: Salary: Competitive Hours: Full-time Contract Type: Permanent Location: Liverpool Generous Holiday Allowance Key Responsibilities of a Compliance Consultant: Complete scheduled monitoring reviews in a timely manner. Identify and investigate issues and/or trends which may adversely affect the businesses' ability to comply with applicable legislation and/or regulations. Produce compliance monitoring review reports for Senior Management. Follow-up activities to ensure effective remediation of issues identified from the monitoring reviews and take responsibility for the delivery of agreed corrective actions and resolution of issues where appropriate. Maintain a close working relationship with other departments, particularly the Advised Sales Force, Guidance team, Legal, Investment Operations, Pensions Administration, Operations Control and HR teams. Manage the internal Complaints and Breaches mailbox ensuring all notifications are logged accordingly and escalated and dealt with in a timely manner. Log and track all firm breaches, ensuring that each breach is documented accurately, escalated, and investigated in line with company procedures. Perform thorough investigations into breaches, identifying the causes and potential impact on the business. Work closely with relevant teams to implement corrective actions and prevent similar breaches from occurring in the future. Ensure appropriate compensation is calculated and applied where the issue has caused a monetary loss to an individual Assist the Compliance Manager in creating a supportive culture based on continuous improvement & implementing Compliance throughout the business. Ensure all regulatory requirements are adhered to in the course of carrying out daily activities. Investigate and finalise complaints appropriately and in accordance with FCA DISP regulations. Conduct effective root cause analysis and identify root cause corrective action Identify trends, look at root cause of issues and ensure recommendations in place to improve business processes. Make recommendations to improve processes to the business and ensure implementation. Co-ordinate FCA Reporting, including: liaising with the business to provide information on what is required for FCA reporting and timely reminders to ensure all filing is completed within regulator timeframes. Collate all relevant compliance regulatory information and upload to My FCA in preparation for the Compliance Manager's assessment. Maintain the internal Certificated Function register accurately to ensure governance, oversight, and MI reporting. Ensure all certificated regime employees have a valid Statement of Professional Standing (SPS). Produce regulated references as required. Produce MI for the monthly compliance board report. Keep up to date on changing industry legislation that impacts the business. Complete Ad-hoc project work as required to meet business needs. Be passionate about and demonstrate behaviours in line with the Company's ethos, vision and key principles. Key Skills and Experience of a Compliance Consultant: Experience in the Financial Service industry ideally with a pension and/or investment focus Ability to understand and navigate the FCA handbook Excellent communication skills at all levels, both verbal and written, including the ability to be discreet and confidential Proficient in the use of MS Office and Intelligent Office Able to work to deadlines with proven time management skills Strong organisational and problem-solving skills, and ability to adopt a logical approach Thorough approach to work, with excellent attention to detail Approachable and self-motivated Embraces change with a positive and flexible attitude Ability to articulate solutions both internally and externally If you are interested in this position as a Compliance Consultant and have the relevant experience required, please apply now! Red Recruitment (Agency)
Fee-Share Solicitors with openings Nationwide. Absolute Law Recruitment are working in partnership with various UK and International law firms who are seeking Senior Solicitors and Partners 6 yrs+ PQE to join their growing fee-sharing Consultancy Teams. These award-winning Firms focus on quality and talent combining the best elements of traditional law to provide a different offering for both clients and lawyers. You will already have your own client following, however, there will an opportunity to receive referrals through networking. A selection of services covering:- Banking & Finance, Intellectual Property, Family, Charity, Franchising, Private Client, Real Estate, Dispute Resolution & Litigation, Commercial, Construction & Engineering, Employment, Data Management, Technology, Corporate M&A, Pensions, Contentious Trusts & Probate, Insolvency, Environmental, Infrastructure, Private Equity etc. Benefits to include:- 100% remote working/or "hot desk" from one of their offices. Manage your own hours. No targets. Networking/Marketing/Referrals. Subject to annual billing, a tiered structure from 75% to 90% remuneration. A dedicated Team covering compliance, PR & Marketing and Networking/Events. Back office support. These opportunities are for Solicitors who would like to work on a self-employed basis and not as a traditional Consultancy position. If you would like to discuss further, please contact us today! Absolute Law Recruitment are acting as an Employment Consultancy for this position.
Jun 27, 2026
Contractor
Fee-Share Solicitors with openings Nationwide. Absolute Law Recruitment are working in partnership with various UK and International law firms who are seeking Senior Solicitors and Partners 6 yrs+ PQE to join their growing fee-sharing Consultancy Teams. These award-winning Firms focus on quality and talent combining the best elements of traditional law to provide a different offering for both clients and lawyers. You will already have your own client following, however, there will an opportunity to receive referrals through networking. A selection of services covering:- Banking & Finance, Intellectual Property, Family, Charity, Franchising, Private Client, Real Estate, Dispute Resolution & Litigation, Commercial, Construction & Engineering, Employment, Data Management, Technology, Corporate M&A, Pensions, Contentious Trusts & Probate, Insolvency, Environmental, Infrastructure, Private Equity etc. Benefits to include:- 100% remote working/or "hot desk" from one of their offices. Manage your own hours. No targets. Networking/Marketing/Referrals. Subject to annual billing, a tiered structure from 75% to 90% remuneration. A dedicated Team covering compliance, PR & Marketing and Networking/Events. Back office support. These opportunities are for Solicitors who would like to work on a self-employed basis and not as a traditional Consultancy position. If you would like to discuss further, please contact us today! Absolute Law Recruitment are acting as an Employment Consultancy for this position.
We are currently partnering with an established Pension and Actuarial firm who have an interesting new role for a Pension Administration Systems Analyst to join a growing team. This is an excellent opportunity for an experienced pensions professional with strong analytical and systems skills to play a key role in supporting and enhancing the pension administration platforms. Working closely with our pensions administration teams, you will help deliver system improvements, support data migrations, configure workflows and reports, and contribute to the successful implementation of new clients and projects. Key Responsibilities Act as a key liaison between the systems team and pensions administration teams, understanding user requirements and translating them into effective system solutions. Undertake data migrations for new clients. Manage data migrations onto the Pension Payroll system for new payroll clients. Maintain and improve implementation guidance, controls, processes and documentation. The right candidate will ideally possess the following attributes: Previous experience in a Defined Benefit (DB), Defined Contribution (DC), pensions administration or related role Strong understanding of pension administration processes and systems. Good knowledge of the data migration lifecycle and associated requirements. Experience using data migration tools and methodologies. Advanced Microsoft Excel skills. Experience of data migration software and tools would be advantageous. Working knowledge of SQL and/or VBA would be beneficial This role offers the opportunity to work on a variety of challenging projects, develop specialist pensions systems expertise, and contribute to the continuous improvement of services as well as the opportunity to join a supportive team environment that encourages professional development and values innovation, collaboration and excellence. If you are an experienced pensions professional with a passion for systems, data and process improvement this could be the ideal role for you. Please quote 52413 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 27, 2026
Full time
We are currently partnering with an established Pension and Actuarial firm who have an interesting new role for a Pension Administration Systems Analyst to join a growing team. This is an excellent opportunity for an experienced pensions professional with strong analytical and systems skills to play a key role in supporting and enhancing the pension administration platforms. Working closely with our pensions administration teams, you will help deliver system improvements, support data migrations, configure workflows and reports, and contribute to the successful implementation of new clients and projects. Key Responsibilities Act as a key liaison between the systems team and pensions administration teams, understanding user requirements and translating them into effective system solutions. Undertake data migrations for new clients. Manage data migrations onto the Pension Payroll system for new payroll clients. Maintain and improve implementation guidance, controls, processes and documentation. The right candidate will ideally possess the following attributes: Previous experience in a Defined Benefit (DB), Defined Contribution (DC), pensions administration or related role Strong understanding of pension administration processes and systems. Good knowledge of the data migration lifecycle and associated requirements. Experience using data migration tools and methodologies. Advanced Microsoft Excel skills. Experience of data migration software and tools would be advantageous. Working knowledge of SQL and/or VBA would be beneficial This role offers the opportunity to work on a variety of challenging projects, develop specialist pensions systems expertise, and contribute to the continuous improvement of services as well as the opportunity to join a supportive team environment that encourages professional development and values innovation, collaboration and excellence. If you are an experienced pensions professional with a passion for systems, data and process improvement this could be the ideal role for you. Please quote 52413 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.
We are exclusively recruiting for an experienced and highly organised Finance Manager to lead our client's Accounts team and ensure robust financial management and control across the business. This is a senior, hands-on role with responsibility for overseeing day-to-day financial operations while contributing strategically to the company's long-term objectives. We've recruited for this company for 16+ years and really enjoy recruiting for the Finance Director. The company has over a £100m turnover, they're very successful and expanding. As part of your role, you will manage a team of four (1 Supervisor and 3 Accounts staff) and work closely with Directors and Managers to ensure financial commitments are met, risks are controlled, and reporting is accurate and timely. Please find all the details below: Job title: Finance Manager Location: Ashford, Kent. This role is office based, but flexibility is available to attend appointments etc Hours: Monday-Friday, 8:30am-5pm Salary: £55,000-£65,000 DOE Reasons to work at our client: 22 days annual leave + Bank holidays Free parking A pivotal role within a growing and well-established business Opportunity to influence financial strategy and business performance Supportive leadership team and collaborative working environment Your duties and responsibilities would be: Strategic & Department Management Develop and deliver the annual strategic plan for the Accounts department Oversee the efficient running of the accounts function, ensuring high professional standards Identify financial and operational risks and implement mitigation plans Analyse supplier and business relationships to reduce costs and improve profitability Review ad-hoc contracts, renewals, insurance and associated financial data Stay up to date with industry practices and financial legislation Financial Management Prepare budgets and review with Managers and Directors Produce and maintain management accounts and supporting spreadsheets Compile and submit VAT returns, Company Annual Returns and National Statistics returns Ensure all statutory and non-statutory payments are accurate and submitted on time Maintain and control the Asset Register Submit monthly and quarterly financial returns to manufacturers Sales & Purchase Ledger Oversight Oversee Credit Control processes, review aged debt monthly and generate stop lists Step in to cover Credit Controller duties where required Oversee Purchase Ledger, ensuring reconciliations, allocations and payment runs are completed correctly and on time Authorise and code purchase invoices Management Accounts & Nominal Ledger Generate and review trial balances and balance sheet reconciliations Prepare and post journals including accruals, depreciation, and adjustments Produce, review, and distribute management accounts to strict deadlines Attend monthly management meetings and support managers with financial queries Payroll Prepare and oversee monthly payroll for approximately 270 employees using Moorepay Manage PAYE, NI, student loans, pensions, and benefits in kind Post payroll journals to the nominal ledger and ensure all payments are accurate Audit & Compliance Prepare statutory audit information and liaise with external auditors Attend audit review meetings and present findings to Directors and Shareholders Ensure full compliance with company policies and statutory requirements People Management Lead, motivate and develop the Accounts team Conduct performance reviews and support training and succession planning Manage recruitment, annual leave, and sickness to ensure adequate cover Ensure Health & Safety compliance across the department You'll be the ideal candidate for this role if you have the following: Proven experience in a senior finance or finance management role Strong knowledge of management accounts, payroll, VAT, and statutory reporting Confidence to manage people with excellent organisational and leadership skills Hands-on, proactive, and able to meet strict deadlines Strong attention to detail with the ability to work strategically Next steps: If you're excited about the opportunity and you have the relevant skills and experience above, please apply today. Alternatively, if you know someone who may be suitable for this role please share the details. If you successfully refer a friend for the above role, you will receive a £100 voucher of your choice! Terms apply Please note if your skills match the requirements for the job then you will receive an e-mail from us (remember to check your junk mail). If you do please call us on ASAP or within 24 hours to discuss the position in further detail with Bonnie (Candidate Consultant) or Nicola (Permanent Consultant). Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jun 26, 2026
Full time
We are exclusively recruiting for an experienced and highly organised Finance Manager to lead our client's Accounts team and ensure robust financial management and control across the business. This is a senior, hands-on role with responsibility for overseeing day-to-day financial operations while contributing strategically to the company's long-term objectives. We've recruited for this company for 16+ years and really enjoy recruiting for the Finance Director. The company has over a £100m turnover, they're very successful and expanding. As part of your role, you will manage a team of four (1 Supervisor and 3 Accounts staff) and work closely with Directors and Managers to ensure financial commitments are met, risks are controlled, and reporting is accurate and timely. Please find all the details below: Job title: Finance Manager Location: Ashford, Kent. This role is office based, but flexibility is available to attend appointments etc Hours: Monday-Friday, 8:30am-5pm Salary: £55,000-£65,000 DOE Reasons to work at our client: 22 days annual leave + Bank holidays Free parking A pivotal role within a growing and well-established business Opportunity to influence financial strategy and business performance Supportive leadership team and collaborative working environment Your duties and responsibilities would be: Strategic & Department Management Develop and deliver the annual strategic plan for the Accounts department Oversee the efficient running of the accounts function, ensuring high professional standards Identify financial and operational risks and implement mitigation plans Analyse supplier and business relationships to reduce costs and improve profitability Review ad-hoc contracts, renewals, insurance and associated financial data Stay up to date with industry practices and financial legislation Financial Management Prepare budgets and review with Managers and Directors Produce and maintain management accounts and supporting spreadsheets Compile and submit VAT returns, Company Annual Returns and National Statistics returns Ensure all statutory and non-statutory payments are accurate and submitted on time Maintain and control the Asset Register Submit monthly and quarterly financial returns to manufacturers Sales & Purchase Ledger Oversight Oversee Credit Control processes, review aged debt monthly and generate stop lists Step in to cover Credit Controller duties where required Oversee Purchase Ledger, ensuring reconciliations, allocations and payment runs are completed correctly and on time Authorise and code purchase invoices Management Accounts & Nominal Ledger Generate and review trial balances and balance sheet reconciliations Prepare and post journals including accruals, depreciation, and adjustments Produce, review, and distribute management accounts to strict deadlines Attend monthly management meetings and support managers with financial queries Payroll Prepare and oversee monthly payroll for approximately 270 employees using Moorepay Manage PAYE, NI, student loans, pensions, and benefits in kind Post payroll journals to the nominal ledger and ensure all payments are accurate Audit & Compliance Prepare statutory audit information and liaise with external auditors Attend audit review meetings and present findings to Directors and Shareholders Ensure full compliance with company policies and statutory requirements People Management Lead, motivate and develop the Accounts team Conduct performance reviews and support training and succession planning Manage recruitment, annual leave, and sickness to ensure adequate cover Ensure Health & Safety compliance across the department You'll be the ideal candidate for this role if you have the following: Proven experience in a senior finance or finance management role Strong knowledge of management accounts, payroll, VAT, and statutory reporting Confidence to manage people with excellent organisational and leadership skills Hands-on, proactive, and able to meet strict deadlines Strong attention to detail with the ability to work strategically Next steps: If you're excited about the opportunity and you have the relevant skills and experience above, please apply today. Alternatively, if you know someone who may be suitable for this role please share the details. If you successfully refer a friend for the above role, you will receive a £100 voucher of your choice! Terms apply Please note if your skills match the requirements for the job then you will receive an e-mail from us (remember to check your junk mail). If you do please call us on ASAP or within 24 hours to discuss the position in further detail with Bonnie (Candidate Consultant) or Nicola (Permanent Consultant). Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Jun 26, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Senior Employee Benefits Consultant We are working with a large consultancy within their employee benefits division to support their search for an experienced Senior Employee Benefits Consultant to join their team to manage a portfolio of US-owned clients consulting across healthcare, group risk and pension schemes. Role & Responsibilities: Retain and manage a portfolio of SME to mid-corporate clients Discuss opportunities to expand the clients accounts throughout the wider business service offerings Provide strategic recommendations on pensions, group risk and private medical insurance Lead client meetings, presentations, and annual benefit reviews Essential Criteria: Significant experience in employee benefits consulting, within a consultancy or brokerage Strong technical knowledge of pensions, healthcare & group risk Strong communication skills This role is fully remote with the expectation of attending their London office once per month and attending client meetings, where necessary. Please quote 52432 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Jun 26, 2026
Full time
Senior Employee Benefits Consultant We are working with a large consultancy within their employee benefits division to support their search for an experienced Senior Employee Benefits Consultant to join their team to manage a portfolio of US-owned clients consulting across healthcare, group risk and pension schemes. Role & Responsibilities: Retain and manage a portfolio of SME to mid-corporate clients Discuss opportunities to expand the clients accounts throughout the wider business service offerings Provide strategic recommendations on pensions, group risk and private medical insurance Lead client meetings, presentations, and annual benefit reviews Essential Criteria: Significant experience in employee benefits consulting, within a consultancy or brokerage Strong technical knowledge of pensions, healthcare & group risk Strong communication skills This role is fully remote with the expectation of attending their London office once per month and attending client meetings, where necessary. Please quote 52432 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Employee Benefits Consultant Are you an experienced associate consultant looking for your next progression? Or are you already a consultant keen to explore your options? If yes, this role could be for you as we are currently working with a leading employee benefits consultancy to support their search for an employee benefits consultant to join their team on a remote basis! Role & Responsibilities: Manage a portfolio of US-owned clients, consulting across healthcare, group risk and pensions Identify opportunities to up-sell or cross-sell throughout the wider business Support your clients in understanding the benchmarking around the UK benefits Essential Criteria: Proven experience in managing a book of retained business for healthcare and group risk policies Strong understanding of the UK benefits market Ability to work in a fast-paced environment This role is fully remote, with the expectation of attending a London office once per month so if this position is of interest reach out to discuss further today! Please quote 52429 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Jun 26, 2026
Full time
Employee Benefits Consultant Are you an experienced associate consultant looking for your next progression? Or are you already a consultant keen to explore your options? If yes, this role could be for you as we are currently working with a leading employee benefits consultancy to support their search for an employee benefits consultant to join their team on a remote basis! Role & Responsibilities: Manage a portfolio of US-owned clients, consulting across healthcare, group risk and pensions Identify opportunities to up-sell or cross-sell throughout the wider business Support your clients in understanding the benchmarking around the UK benefits Essential Criteria: Proven experience in managing a book of retained business for healthcare and group risk policies Strong understanding of the UK benefits market Ability to work in a fast-paced environment This role is fully remote, with the expectation of attending a London office once per month so if this position is of interest reach out to discuss further today! Please quote 52429 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To 33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
Jun 26, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To 33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
