Member Services Lead - Pensions (Hybrid or Remote with Travel to Preston) Hybrid Working with 2 days in Preston, Lancashire or Remote with Travel will be considered for candidates living 50+ miles from our offices in Preston. £65k-£75k DOE + benefits- 37 hours a week Please note, shortlisting will be concluded on 20th July, with interviews to be scheduled w/c 3rd and 10th August. A glance at the role: Our Senior Manager Member Services Lead role is a key senior leadership role with responsibility for shaping and delivering high-quality pensions administration across LGPS, Police and Fire schemes. You will lead large-scale service delivery, drive operational excellence, and play a critical role in transforming how we deliver member and employer outcomes. The role holder will be accountable for the delivery of client SLAs, driving high performance across teams, and embedding a culture where exceptional member service is at the heart of everything we do. They will play a critical role in developing people capability, strengthening operational performance, and leading continuous improvement initiatives. As a senior leader within Member Services, you will lead, motivate and inspire multidisciplinary administration teams, working in close partnership with the Head of Member Services and wider leadership group to ensure LPPA continues to deliver value and trusted outcomes for our stakeholders. At LPPA, we are continuing to evolve our operating model, investing in technology, and strengthening our service delivery approach. This role offers the opportunity to influence that journey and make a tangible impact across a large and complex client base. A bit about us: Local Pensions Partnership Administration (LPPA) is a multi-award-winning organisation and one of the UK's leading pension administration companies. What we can offer you: - Competitive salary £65k-£75k DOE + inclusion in annual bonus scheme - 30 days' holiday, plus bank holidays and 2 additional concessionary days and 1 day for your Birthday, with the ability to 'buy and sell leave. - Access to an excellent pension scheme (Local Government Pension Scheme) with generous employer contributions. - Access to Health or Dental Plan - Access to our Enhanced Employee Assistance Programme for when you might need some support. - The opportunity to earn through our Employee Referral Scheme. - Access to our bespoke Reward Discount Scheme - 'Your Perk Site.' - Opportunities to attend Wellbeing webinars and social events. - Daily free fruit and snacks available to you in our office. - Free Car Parking in Preston City Centre What you'll be doing: As a member of the senior leadership team, you will contribute to wider organisational priorities, influence decision-making, and help shape the future direction of Member Services. - Lead and develop a high-performing team of circa 40 administrators and people managers to operate effectively to deliver a high-quality service - Lead by example by setting consistently high standards in every area of administration - Drive adoption of technology and automation to improve efficiency - Inspire staff to develop and meet their career goals - Liaise with the Head of Planning & Insights to understand how macro factors can impact demand - Oversee work allocation and ensure effective service delivery - Lead continuous improvement and service transformation initiatives to enhance the member experience - Monitor performance against the forecast daily with the aim to clear all due work with no backlog carry over - Re-prioritise as needed throughout the working day to ensure targets are achieved and delivered - Prepare regular MI showing the forecast vs actual performance and explain differentials - Review and improve current processes, systems and ways of working to ensure they are fit for the future - Continually review and challenge processes to maximise use of new technology (including UPM) and automation of processes to improve efficiency - Demonstrate a strong understanding of regulatory requirements within Local Government, Fire and Police pension schemes, ensuring all regulatory and disclosure deadlines are met - Input into LPPA risk register and, where appropriate, act as risk owner on data risks, helping define the risk appetite on the level of monitoring and compliance risks - Be proactive in identifying and embedding ways for reduction in number of complaints, data breaches and errors - Forward plan resource requirements to support Value Added Business (VAB) activity as required with the Commercial team. - Engage with clients, Pension Boards and Committees - Consistently achieve member and employee satisfaction scores - Demonstrate reduction in number of complaints, data breaches and errors What we need from you: - Proven leadership experience within LGPS pensions administration, with responsibility for large teams and complex service delivery environments (minimum 5 years) - Experience of Local Government Pensions Administration (minimum 5 years) - Experience of leading, managing and driving the performance of others (30+ direct/indirect reports) - Experience of client relationship management - Significant stakeholder management experience with proven ability to engage and influence others to deliver the best outcomes - Experience managing change in a fast-paced and agile environment - Ability to interpret and use complex data - Ability to review and improve end-to-end processes - Displaying excellent verbal and written communication skills, be able to use evidence and knowledge to support accurate, expert decisions and provide advice to support LPPA objectives - Attention to detail and innovative thinking skills - Self-motivated, decisive, with the ability to adapt to change and competing demands
Jun 28, 2026
Full time
Member Services Lead - Pensions (Hybrid or Remote with Travel to Preston) Hybrid Working with 2 days in Preston, Lancashire or Remote with Travel will be considered for candidates living 50+ miles from our offices in Preston. £65k-£75k DOE + benefits- 37 hours a week Please note, shortlisting will be concluded on 20th July, with interviews to be scheduled w/c 3rd and 10th August. A glance at the role: Our Senior Manager Member Services Lead role is a key senior leadership role with responsibility for shaping and delivering high-quality pensions administration across LGPS, Police and Fire schemes. You will lead large-scale service delivery, drive operational excellence, and play a critical role in transforming how we deliver member and employer outcomes. The role holder will be accountable for the delivery of client SLAs, driving high performance across teams, and embedding a culture where exceptional member service is at the heart of everything we do. They will play a critical role in developing people capability, strengthening operational performance, and leading continuous improvement initiatives. As a senior leader within Member Services, you will lead, motivate and inspire multidisciplinary administration teams, working in close partnership with the Head of Member Services and wider leadership group to ensure LPPA continues to deliver value and trusted outcomes for our stakeholders. At LPPA, we are continuing to evolve our operating model, investing in technology, and strengthening our service delivery approach. This role offers the opportunity to influence that journey and make a tangible impact across a large and complex client base. A bit about us: Local Pensions Partnership Administration (LPPA) is a multi-award-winning organisation and one of the UK's leading pension administration companies. What we can offer you: - Competitive salary £65k-£75k DOE + inclusion in annual bonus scheme - 30 days' holiday, plus bank holidays and 2 additional concessionary days and 1 day for your Birthday, with the ability to 'buy and sell leave. - Access to an excellent pension scheme (Local Government Pension Scheme) with generous employer contributions. - Access to Health or Dental Plan - Access to our Enhanced Employee Assistance Programme for when you might need some support. - The opportunity to earn through our Employee Referral Scheme. - Access to our bespoke Reward Discount Scheme - 'Your Perk Site.' - Opportunities to attend Wellbeing webinars and social events. - Daily free fruit and snacks available to you in our office. - Free Car Parking in Preston City Centre What you'll be doing: As a member of the senior leadership team, you will contribute to wider organisational priorities, influence decision-making, and help shape the future direction of Member Services. - Lead and develop a high-performing team of circa 40 administrators and people managers to operate effectively to deliver a high-quality service - Lead by example by setting consistently high standards in every area of administration - Drive adoption of technology and automation to improve efficiency - Inspire staff to develop and meet their career goals - Liaise with the Head of Planning & Insights to understand how macro factors can impact demand - Oversee work allocation and ensure effective service delivery - Lead continuous improvement and service transformation initiatives to enhance the member experience - Monitor performance against the forecast daily with the aim to clear all due work with no backlog carry over - Re-prioritise as needed throughout the working day to ensure targets are achieved and delivered - Prepare regular MI showing the forecast vs actual performance and explain differentials - Review and improve current processes, systems and ways of working to ensure they are fit for the future - Continually review and challenge processes to maximise use of new technology (including UPM) and automation of processes to improve efficiency - Demonstrate a strong understanding of regulatory requirements within Local Government, Fire and Police pension schemes, ensuring all regulatory and disclosure deadlines are met - Input into LPPA risk register and, where appropriate, act as risk owner on data risks, helping define the risk appetite on the level of monitoring and compliance risks - Be proactive in identifying and embedding ways for reduction in number of complaints, data breaches and errors - Forward plan resource requirements to support Value Added Business (VAB) activity as required with the Commercial team. - Engage with clients, Pension Boards and Committees - Consistently achieve member and employee satisfaction scores - Demonstrate reduction in number of complaints, data breaches and errors What we need from you: - Proven leadership experience within LGPS pensions administration, with responsibility for large teams and complex service delivery environments (minimum 5 years) - Experience of Local Government Pensions Administration (minimum 5 years) - Experience of leading, managing and driving the performance of others (30+ direct/indirect reports) - Experience of client relationship management - Significant stakeholder management experience with proven ability to engage and influence others to deliver the best outcomes - Experience managing change in a fast-paced and agile environment - Ability to interpret and use complex data - Ability to review and improve end-to-end processes - Displaying excellent verbal and written communication skills, be able to use evidence and knowledge to support accurate, expert decisions and provide advice to support LPPA objectives - Attention to detail and innovative thinking skills - Self-motivated, decisive, with the ability to adapt to change and competing demands
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.
Idex Consulting are seeking an experienced Senior Pensions Administrator to join a growing pensions team, taking responsibility for the day-to-day administration of Defined Benefit (DB) pension schemes while supporting and mentoring junior colleagues. Key Responsibilities Manage the day-to-day administration of DB schemes. Perform and review complex benefit calculations. Act as a key contact for members, trustees, and advisers. Review and check the work of junior team members. Support scheme projects, including GMP reconciliations and wind-ups. Ensure service standards and deadlines are consistently met. Essential Experience Proven DB pensions administration experience. Strong knowledge of UK pensions legislation and scheme rules. Experience handling complex calculations and cases. Desirable Experience attending trustee or client meetings. Mentoring or coaching experience. Involvement in business development or client pitches. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Jun 28, 2026
Full time
Idex Consulting are seeking an experienced Senior Pensions Administrator to join a growing pensions team, taking responsibility for the day-to-day administration of Defined Benefit (DB) pension schemes while supporting and mentoring junior colleagues. Key Responsibilities Manage the day-to-day administration of DB schemes. Perform and review complex benefit calculations. Act as a key contact for members, trustees, and advisers. Review and check the work of junior team members. Support scheme projects, including GMP reconciliations and wind-ups. Ensure service standards and deadlines are consistently met. Essential Experience Proven DB pensions administration experience. Strong knowledge of UK pensions legislation and scheme rules. Experience handling complex calculations and cases. Desirable Experience attending trustee or client meetings. Mentoring or coaching experience. Involvement in business development or client pitches. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Join us as a Senior Pensions Administrator within our Outsourcing line of business based out of our offices in Redhill, Leeds or Welwyn working hybrid. You will work within a team to provide a high quality service to our impressive portfolio of clients that include prestigious and market leading global companies. In the role of Senior Pensions Administrator, you will take on advanced calculations and administration of complex schemes (DB and/or DC) and play an active role in mentoring and checking the work of junior team colleagues. This gives you the opportunity to work on clients that offer exposure to every aspect of pensions administration, utilising bulk processing routines, automated calculations or your manual calculation skills, and the potential for involvement with a huge variety of different projects. The Role Accurately processes and manages complex pensions calculations and queries across a variety of different pension processes and case types such as Retirements, Transfers, Deaths. Cases and processes are completed to a high standard proving accurate and well worded correspondence Checks and monitors work completed by junior colleagues, providing feedback and guidance to colleagues as required to ensure work is right first time and output targets across the team. Acts as a point of escalation for the team for technical issues, non-standard cases, and member complaints. Utilises previous knowledge and experience in pension legislation/regulations as well as WTW guidance and procedures to ensure day to day work on an individual and team basis is of a high quality. Supports the Team Leader in ensuring that all service level agreements and performance standards are achieved on a day-to-day basis and takes responsibility for coordinating team workload and some management or client responsibilities delegated by the Team Leader. Coaches, supports, and mentors junior colleagues providing feedback and supporting the wider development and knowledge of the team. Continuously seeks to identify areas where the service to clients /members could be improved and takes forward process improvements as required. Assists in complex and project-based work as and when required. What you'll bring Previous experience working in an occupational pension administration team (DB experience is essential) carrying out administration processes, including but not limited to Retirements, Transfers and Deaths. Experience and knowledge of Pensions Legislation and Regulations and applying these within an administration team in response to changes or new legislation. Experience and knowledge of the DB manual calculations required for a variety of administration processes. High level attention to detail and skilled in following and applying procedural documentation and checking the work of other colleagues. Ability to carry out and manage high volumes of work while maintaining a high level of accuracy. Excellent organisational and time management skills and being able to manage own workload, wider teamwork load and multiple client member queries at the same time, whilst maintaining a high-quality service. Excellent interpersonal skills to include good written and verbal communication and use of Microsoft Excel and Word. Experience of coaching and supporting less experienced colleagues. Experience of working in a hybrid/multi-site team would be an advantage. What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. (OGB2)
Jun 28, 2026
Full time
Join us as a Senior Pensions Administrator within our Outsourcing line of business based out of our offices in Redhill, Leeds or Welwyn working hybrid. You will work within a team to provide a high quality service to our impressive portfolio of clients that include prestigious and market leading global companies. In the role of Senior Pensions Administrator, you will take on advanced calculations and administration of complex schemes (DB and/or DC) and play an active role in mentoring and checking the work of junior team colleagues. This gives you the opportunity to work on clients that offer exposure to every aspect of pensions administration, utilising bulk processing routines, automated calculations or your manual calculation skills, and the potential for involvement with a huge variety of different projects. The Role Accurately processes and manages complex pensions calculations and queries across a variety of different pension processes and case types such as Retirements, Transfers, Deaths. Cases and processes are completed to a high standard proving accurate and well worded correspondence Checks and monitors work completed by junior colleagues, providing feedback and guidance to colleagues as required to ensure work is right first time and output targets across the team. Acts as a point of escalation for the team for technical issues, non-standard cases, and member complaints. Utilises previous knowledge and experience in pension legislation/regulations as well as WTW guidance and procedures to ensure day to day work on an individual and team basis is of a high quality. Supports the Team Leader in ensuring that all service level agreements and performance standards are achieved on a day-to-day basis and takes responsibility for coordinating team workload and some management or client responsibilities delegated by the Team Leader. Coaches, supports, and mentors junior colleagues providing feedback and supporting the wider development and knowledge of the team. Continuously seeks to identify areas where the service to clients /members could be improved and takes forward process improvements as required. Assists in complex and project-based work as and when required. What you'll bring Previous experience working in an occupational pension administration team (DB experience is essential) carrying out administration processes, including but not limited to Retirements, Transfers and Deaths. Experience and knowledge of Pensions Legislation and Regulations and applying these within an administration team in response to changes or new legislation. Experience and knowledge of the DB manual calculations required for a variety of administration processes. High level attention to detail and skilled in following and applying procedural documentation and checking the work of other colleagues. Ability to carry out and manage high volumes of work while maintaining a high level of accuracy. Excellent organisational and time management skills and being able to manage own workload, wider teamwork load and multiple client member queries at the same time, whilst maintaining a high-quality service. Excellent interpersonal skills to include good written and verbal communication and use of Microsoft Excel and Word. Experience of coaching and supporting less experienced colleagues. Experience of working in a hybrid/multi-site team would be an advantage. What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. (OGB2)
Idex Consulting are seeking an experienced Senior Pensions Administrator to join a growing pensions team, taking responsibility for the day-to-day administration of Defined Benefit (DB) pension schemes while supporting and mentoring junior colleagues. Key Responsibilities Manage the day-to-day administration of DB schemes. Perform and review complex benefit calculations. Act as a key contact for members, trustees, and advisers. Review and check the work of junior team members. Support scheme projects, including GMP reconciliations and wind-ups. Ensure service standards and deadlines are consistently met. Essential Experience Proven DB pensions administration experience. Strong knowledge of UK pensions legislation and scheme rules. Experience handling complex calculations and cases. Desirable Experience attending trustee or client meetings. Mentoring or coaching experience. Involvement in business development or client pitches. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Jun 28, 2026
Full time
Idex Consulting are seeking an experienced Senior Pensions Administrator to join a growing pensions team, taking responsibility for the day-to-day administration of Defined Benefit (DB) pension schemes while supporting and mentoring junior colleagues. Key Responsibilities Manage the day-to-day administration of DB schemes. Perform and review complex benefit calculations. Act as a key contact for members, trustees, and advisers. Review and check the work of junior team members. Support scheme projects, including GMP reconciliations and wind-ups. Ensure service standards and deadlines are consistently met. Essential Experience Proven DB pensions administration experience. Strong knowledge of UK pensions legislation and scheme rules. Experience handling complex calculations and cases. Desirable Experience attending trustee or client meetings. Mentoring or coaching experience. Involvement in business development or client pitches. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
PAYROLL ADMINISTRATOR COMPANY DESCRIPTION, PROFILE AND SCOPE OF ROLE Our client is a world class, multi award-winning, well-established manufacturing business, with strong and sustained investment in people, capital and plant. They produce specialist products and are an acknowledged international leader in in their field. Due to continued growth, they re seeking a Payroll and Benefits Specialist. Whether your current job title is Payroll Specialist, Payroll Administrator, Payroll Officer, or Senior Administrator / Coordinator, if you have the skills we would love to hear from you. The successful candidate will be responsible for the accurate and timely processing of two monthly payrolls (factory and office staff), while managing employee benefits administration including life insurance and private medical schemes. This role requires strong technical payroll knowledge, attention to detail, and the ability to operate independently within a manufacturing environment using the company s payroll and time & attendance systems. KEY DUTIES & RESPONSIBILITIES End-to-End Payroll Processing: Full accountability for the timely and accurate processing of the company payroll, including the maintenance of employee payroll records in strict accordance with GDPR. System Management : Utilise and maintain our payroll system (Moorepay) and Time & Attendance system (Kelio), supporting management with any system-related queries. Statutory & Company Compliance : Administer all statutory payments (including SSP and holiday pay) as well as Company Sick Pay schemes. HMRC & Tax Administration: Ensure total compliance with HMRC by submitting RTI filings, and managing year-end/tax compliance including P60s, P11Ds, and PSA submissions. Pension & Benefits Ownership : Oversee pension and auto-enrolment compliance (including our 7% company contribution scheme). Manage benefits administration, conducting regular reviews and acting as the primary provider liaison. Expenses & Reporting : Take charge of the administration of employee expenses and provide regular, accurate financial and payroll reporting to management. Query Resolution : Act as the first point of contact to confidently answer payroll queries from employees and stakeholders. QUALIFICATIONS, EXPERIENCE, SKILLS AND ATTRIBUTES Proven Experience: Demonstrated track record working in a dedicated Payroll and/or Benefits role, ideally processing end-to-end payroll. Technical Knowledg e : Strong understanding of current UK payroll legislation, tax codes, pensions auto-enrolment, and statutory deductions. Systems Savvy: Proficient in using payroll software packages and intermediate to advanced MS Excel skills (vlookups, pivot tables). Attention to Detail: Exceptional accuracy and data-entry skills with a "right first time" mentality. Communication & Discretion: Excellent communication skills, with the ability to explain complex payroll matters clearly, while maintaining strict confidentiality at all times. Details of Package: Up to £35,000 PA (Depending on experience) + Benefits (Inc. life Assurance). Personal pension scheme (7% company contribution) 25 Days + Bank Holidays Monday to Friday 8.00am 5.00pm with 1 hour lunch break (40 hours per week)
Jun 27, 2026
Full time
PAYROLL ADMINISTRATOR COMPANY DESCRIPTION, PROFILE AND SCOPE OF ROLE Our client is a world class, multi award-winning, well-established manufacturing business, with strong and sustained investment in people, capital and plant. They produce specialist products and are an acknowledged international leader in in their field. Due to continued growth, they re seeking a Payroll and Benefits Specialist. Whether your current job title is Payroll Specialist, Payroll Administrator, Payroll Officer, or Senior Administrator / Coordinator, if you have the skills we would love to hear from you. The successful candidate will be responsible for the accurate and timely processing of two monthly payrolls (factory and office staff), while managing employee benefits administration including life insurance and private medical schemes. This role requires strong technical payroll knowledge, attention to detail, and the ability to operate independently within a manufacturing environment using the company s payroll and time & attendance systems. KEY DUTIES & RESPONSIBILITIES End-to-End Payroll Processing: Full accountability for the timely and accurate processing of the company payroll, including the maintenance of employee payroll records in strict accordance with GDPR. System Management : Utilise and maintain our payroll system (Moorepay) and Time & Attendance system (Kelio), supporting management with any system-related queries. Statutory & Company Compliance : Administer all statutory payments (including SSP and holiday pay) as well as Company Sick Pay schemes. HMRC & Tax Administration: Ensure total compliance with HMRC by submitting RTI filings, and managing year-end/tax compliance including P60s, P11Ds, and PSA submissions. Pension & Benefits Ownership : Oversee pension and auto-enrolment compliance (including our 7% company contribution scheme). Manage benefits administration, conducting regular reviews and acting as the primary provider liaison. Expenses & Reporting : Take charge of the administration of employee expenses and provide regular, accurate financial and payroll reporting to management. Query Resolution : Act as the first point of contact to confidently answer payroll queries from employees and stakeholders. QUALIFICATIONS, EXPERIENCE, SKILLS AND ATTRIBUTES Proven Experience: Demonstrated track record working in a dedicated Payroll and/or Benefits role, ideally processing end-to-end payroll. Technical Knowledg e : Strong understanding of current UK payroll legislation, tax codes, pensions auto-enrolment, and statutory deductions. Systems Savvy: Proficient in using payroll software packages and intermediate to advanced MS Excel skills (vlookups, pivot tables). Attention to Detail: Exceptional accuracy and data-entry skills with a "right first time" mentality. Communication & Discretion: Excellent communication skills, with the ability to explain complex payroll matters clearly, while maintaining strict confidentiality at all times. Details of Package: Up to £35,000 PA (Depending on experience) + Benefits (Inc. life Assurance). Personal pension scheme (7% company contribution) 25 Days + Bank Holidays Monday to Friday 8.00am 5.00pm with 1 hour lunch break (40 hours per week)
Pension Administrator - Permanent - Full Time - up to 28K DOE We are seeking a highly organised and detail-oriented Pensions Administrator to join our client based near Cheadle. This is an exciting opportunity to work alongside three Financial Advisors giving you progression and development opportunities. Duties Perform data entry tasks with a high level of accuracy. Manage office correspondence, including phone calls and emails, demonstrating excellent phone etiquette. Maintain organised filing systems for both physical and digital documents. Coordinate meetings, including scheduling, preparing agendas, and taking minutes. Support with pension and investment queries from clients Working through tasks escalating to senior team members when needed Provide general administrative support to team members as required. Requirements Proven experience in an administrative or clerical role is preferred. Knowledge of pensions is desirable Proficiency in Microsoft Packages Strong organisational skills with the ability to manage multiple tasks effectively. Excellent attention to detail and accuracy in data entry. Good communication skills, both written and verbal. Ability to work independently as well as part of a team. Please send us your CV and call Charlotte on (phone number removed) for a confidential discussion. Please note that due to high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.
Jun 27, 2026
Full time
Pension Administrator - Permanent - Full Time - up to 28K DOE We are seeking a highly organised and detail-oriented Pensions Administrator to join our client based near Cheadle. This is an exciting opportunity to work alongside three Financial Advisors giving you progression and development opportunities. Duties Perform data entry tasks with a high level of accuracy. Manage office correspondence, including phone calls and emails, demonstrating excellent phone etiquette. Maintain organised filing systems for both physical and digital documents. Coordinate meetings, including scheduling, preparing agendas, and taking minutes. Support with pension and investment queries from clients Working through tasks escalating to senior team members when needed Provide general administrative support to team members as required. Requirements Proven experience in an administrative or clerical role is preferred. Knowledge of pensions is desirable Proficiency in Microsoft Packages Strong organisational skills with the ability to manage multiple tasks effectively. Excellent attention to detail and accuracy in data entry. Good communication skills, both written and verbal. Ability to work independently as well as part of a team. Please send us your CV and call Charlotte on (phone number removed) for a confidential discussion. Please note that due to high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.
Assistant Team Manager Pensions Administration is the heart of our trustee services and as a people-first business, we are seeking a caring, motivated and technically competent Assistant Team Manager to join our team. You will be responsible for the service provided to a portfolio of pension scheme clients that range in size and type, although we predominantly service Defined Benefit schemes. You will manage all day-to-day activities in relation to your portfolio, as well as supporting the team with their training and development needs. This role will ideally be based in our Croydon or Birmingham office with a hybrid workstyle, but other office locations can be considered for the right candidate. Key responsibilities: Oversee and prioritise the allocation of all incoming work. Take responsibility for all work to ensure delivery is of a high standard and is in accordance with client Service Level Agreements. Process member events within deadlines ensuring compliance with Isio's standards as well as scheme rules and legislation. Peer review and check work to ensure it is of a high standard and compliant with scheme rules and legislation. Provide support and share knowledge across the team. Maintain a culture which reflects Isio's values and puts the member at the heart of all activities. Attend and present at both internal and external meetings (including Trustee and/or client meetings). Keeping up to date with technical and scheme changes, particularly those that impact your portfolio of schemes. Take responsibility for ad hoc projects ensuring all deadlines are met and quality is of a high standard. Identify non-core fee projects and ensure these are raised with the client in a timely manner. Be positive and professional at all times, displaying strong leadership skills to help build relationships with others. Key skills and experience Experience - an experienced deputy team leader / strong senior pensions administrator with relevant experience and knowledge of delivering administration services to Defined Benefit pension schemes. Excellent customer service focus with the ability to assess client needs, build relationships and manage expectations. A great communicator - the ability to communicate with clients, members and colleagues with impact and credibility. Enthusiasm and motivation - a unwavering desire to solve problems and deliver excellent customer service. Excellent time management - the ability to manage resources across multiple tasks with a proven track record of consistently delivering to deadlines. A great team worker - an emerging role model within Isio, with the ability to support and develop others. Experience of presenting administration reports and communicating with clients/trustees. Experience of managing, mentoring, supervising, and developing teams. What you can expect in return A competitive salary and market leading bonus scheme Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work. Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Jun 27, 2026
Full time
Assistant Team Manager Pensions Administration is the heart of our trustee services and as a people-first business, we are seeking a caring, motivated and technically competent Assistant Team Manager to join our team. You will be responsible for the service provided to a portfolio of pension scheme clients that range in size and type, although we predominantly service Defined Benefit schemes. You will manage all day-to-day activities in relation to your portfolio, as well as supporting the team with their training and development needs. This role will ideally be based in our Croydon or Birmingham office with a hybrid workstyle, but other office locations can be considered for the right candidate. Key responsibilities: Oversee and prioritise the allocation of all incoming work. Take responsibility for all work to ensure delivery is of a high standard and is in accordance with client Service Level Agreements. Process member events within deadlines ensuring compliance with Isio's standards as well as scheme rules and legislation. Peer review and check work to ensure it is of a high standard and compliant with scheme rules and legislation. Provide support and share knowledge across the team. Maintain a culture which reflects Isio's values and puts the member at the heart of all activities. Attend and present at both internal and external meetings (including Trustee and/or client meetings). Keeping up to date with technical and scheme changes, particularly those that impact your portfolio of schemes. Take responsibility for ad hoc projects ensuring all deadlines are met and quality is of a high standard. Identify non-core fee projects and ensure these are raised with the client in a timely manner. Be positive and professional at all times, displaying strong leadership skills to help build relationships with others. Key skills and experience Experience - an experienced deputy team leader / strong senior pensions administrator with relevant experience and knowledge of delivering administration services to Defined Benefit pension schemes. Excellent customer service focus with the ability to assess client needs, build relationships and manage expectations. A great communicator - the ability to communicate with clients, members and colleagues with impact and credibility. Enthusiasm and motivation - a unwavering desire to solve problems and deliver excellent customer service. Excellent time management - the ability to manage resources across multiple tasks with a proven track record of consistently delivering to deadlines. A great team worker - an emerging role model within Isio, with the ability to support and develop others. Experience of presenting administration reports and communicating with clients/trustees. Experience of managing, mentoring, supervising, and developing teams. What you can expect in return A competitive salary and market leading bonus scheme Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work. Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Senior Pensions Administrator Isio's Pensions Administration business continues to thrive, growing year on year. To support our ambitious growth plans we are looking for technically competent and member focused Senior Pension Administrators. We're able to consider both full and part time working patterns and although this role may be advertised as full time, if that doesn't suit you, we'd still encourage you to apply stating your preferred hours. We currently have positions which can be based in our Croydon, Birmingham, Bristol or Belfast city centre offices with a hybrid workstyle. What does the role entail? You will be responsible for the delivering great service to a portfolio of Defined Benefit pension scheme clients and their members. This will include. Understanding and ensuring scheme activities are processed in line with the scheme rules, taking responsibility for all work to ensure delivery is of a high standard and is in accordance with client Service Level Agreements (SLAs). Performing complex pensions calculations, entering pensions data and answering enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events. Communicating with clients and members on complex queries, including occasional attendance at trustee and client meetings Peer reviewing and checking work to ensure it is of a high standard and compliant with scheme rules and legislation. Keeping abreast of technical developments, procedural and legislative changes impacting your portfolio or scheme. Developing less experienced team members, mentoring and coaching as necessary. Managing small scale, ad hoc projects as needed Working closely with the risk and compliance team to ensure errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales. What we're looking for Previous experience as a Senior Pensions Administrator with experience and knowledge of delivering administration services to Defined Benefit pension schemes. Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues. Good communication skills, and the ability to communicate with clients, members and colleagues with impact and credibility. Excellent prioritisation skills with the ability to manage multiple tasks simultaneously to achieve SLAs. Strong analytical and problem-solving skills, with a desire to improve ways of working Relevant professional qualification (e.g. PMI) - desirable What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Jun 27, 2026
Full time
Senior Pensions Administrator Isio's Pensions Administration business continues to thrive, growing year on year. To support our ambitious growth plans we are looking for technically competent and member focused Senior Pension Administrators. We're able to consider both full and part time working patterns and although this role may be advertised as full time, if that doesn't suit you, we'd still encourage you to apply stating your preferred hours. We currently have positions which can be based in our Croydon, Birmingham, Bristol or Belfast city centre offices with a hybrid workstyle. What does the role entail? You will be responsible for the delivering great service to a portfolio of Defined Benefit pension scheme clients and their members. This will include. Understanding and ensuring scheme activities are processed in line with the scheme rules, taking responsibility for all work to ensure delivery is of a high standard and is in accordance with client Service Level Agreements (SLAs). Performing complex pensions calculations, entering pensions data and answering enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events. Communicating with clients and members on complex queries, including occasional attendance at trustee and client meetings Peer reviewing and checking work to ensure it is of a high standard and compliant with scheme rules and legislation. Keeping abreast of technical developments, procedural and legislative changes impacting your portfolio or scheme. Developing less experienced team members, mentoring and coaching as necessary. Managing small scale, ad hoc projects as needed Working closely with the risk and compliance team to ensure errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales. What we're looking for Previous experience as a Senior Pensions Administrator with experience and knowledge of delivering administration services to Defined Benefit pension schemes. Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues. Good communication skills, and the ability to communicate with clients, members and colleagues with impact and credibility. Excellent prioritisation skills with the ability to manage multiple tasks simultaneously to achieve SLAs. Strong analytical and problem-solving skills, with a desire to improve ways of working Relevant professional qualification (e.g. PMI) - desirable What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Senior Pensions Administrator Isio's Pensions Administration business continues to thrive, growing year on year. To support our ambitious growth plans we are looking for technically competent and member focused Senior Pension Administrators. We're able to consider both full and part time working patterns and although this role may be advertised as full time, if that doesn't suit you, we'd still encourage you to apply stating your preferred hours. We currently have positions which can be based in our Manchester, Croydon, Birmingham, Bristol or Belfast city centre offices with a hybrid workstyle. What does the role entail? You will be responsible for the delivering great service to a portfolio of Defined Benefit pension scheme clients and their members. This will include. Understanding and ensuring scheme activities are processed in line with the scheme rules, taking responsibility for all work to ensure delivery is of a high standard and is in accordance with client Service Level Agreements (SLAs). Performing complex pensions calculations, entering pensions data and answering enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events. Communicating with clients and members on complex queries, including occasional attendance at trustee and client meetings Peer reviewing and checking work to ensure it is of a high standard and compliant with scheme rules and legislation. Keeping abreast of technical developments, procedural and legislative changes impacting your portfolio or scheme. Developing less experienced team members, mentoring and coaching as necessary. Managing small scale, ad hoc projects as needed Working closely with the risk and compliance team to ensure errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales. What we're looking for Previous experience as a Senior Pensions Administrator with experience and knowledge of delivering administration services to Defined Benefit pension schemes. Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues. Good communication skills, and the ability to communicate with clients, members and colleagues with impact and credibility. Excellent prioritisation skills with the ability to manage multiple tasks simultaneously to achieve SLAs. Strong analytical and problem-solving skills, with a desire to improve ways of working Relevant professional qualification (e.g. PMI) - desirable What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Jun 27, 2026
Full time
Senior Pensions Administrator Isio's Pensions Administration business continues to thrive, growing year on year. To support our ambitious growth plans we are looking for technically competent and member focused Senior Pension Administrators. We're able to consider both full and part time working patterns and although this role may be advertised as full time, if that doesn't suit you, we'd still encourage you to apply stating your preferred hours. We currently have positions which can be based in our Manchester, Croydon, Birmingham, Bristol or Belfast city centre offices with a hybrid workstyle. What does the role entail? You will be responsible for the delivering great service to a portfolio of Defined Benefit pension scheme clients and their members. This will include. Understanding and ensuring scheme activities are processed in line with the scheme rules, taking responsibility for all work to ensure delivery is of a high standard and is in accordance with client Service Level Agreements (SLAs). Performing complex pensions calculations, entering pensions data and answering enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events. Communicating with clients and members on complex queries, including occasional attendance at trustee and client meetings Peer reviewing and checking work to ensure it is of a high standard and compliant with scheme rules and legislation. Keeping abreast of technical developments, procedural and legislative changes impacting your portfolio or scheme. Developing less experienced team members, mentoring and coaching as necessary. Managing small scale, ad hoc projects as needed Working closely with the risk and compliance team to ensure errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales. What we're looking for Previous experience as a Senior Pensions Administrator with experience and knowledge of delivering administration services to Defined Benefit pension schemes. Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues. Good communication skills, and the ability to communicate with clients, members and colleagues with impact and credibility. Excellent prioritisation skills with the ability to manage multiple tasks simultaneously to achieve SLAs. Strong analytical and problem-solving skills, with a desire to improve ways of working Relevant professional qualification (e.g. PMI) - desirable What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Senior Pensions Project Analyst We are seeking a Senior pensions project administrator/analyst to work in our specialist Administration Project Team. You will be responsible for the delivery and technical aspects of administration projects. The types of projects you may be asked to work on will include, but is not limited to, the following: GMP Equalisation projects; benefit analysis and rectification work; Pensions Dashboard projects; Scheme transitions; De-risking activity including projects relating to insurance transactions; individual technical or high priority cases; data work; CETV Top Up Exercises and No Further Liability exercises. This role can be based in our Leeds, Manchester, Edinburgh, Glasgow, Belfast, Reading, Birmingham or Croydon offices with a hybrid workstyle. What does the role entail? Project Delivery: Involvement in the planning, execution, and monitoring of pension administration projects, ensuring they are completed on time and within budget. Data Analysis: Perform data analysis and validation to ensure the accuracy and integrity of pension data. Identify and resolve discrepancies under supervision. Reporting: Regular maintenance of project trackers, highlighting key milestones, risks, and issues. Provide recommendations for improvement where necessary. Compliance: Ensure all project activities comply with relevant regulations, industry standards, and internal policies. Stay updated on changes in pension legislation and best practices. Stakeholder Management: Collaborate with internal and external stakeholders, team members, and third-party providers, to ensure effective communication and project delivery. Process Improvement: Identify opportunities for process improvements and efficiencies within pension administration projects. Implement best practices and innovative solutions to enhance service delivery. Documentation: Maintain comprehensive project documentation, including project plans, risk registers, and issue logs. Ensure all documentation is accurate, up-to-date, and easily accessible. Training and Support: Provide support to team members and clients on project-related activities and pension administration processes. What we're looking for Demonstrable experience of delivering administration services to DB pension schemes. Demonstrable experience working on, reviewing and delivering bulk projects including GMP, Pension Dashboard, Data Rectification or De-risking. Experience being responsible for supporting and assisting junior staff members. Strong analytical and problem-solving skills, with a keen eye for detail. Excellent communication and interpersonal skills, with the ability to build and maintain effective relationships with stakeholders. Strong organisational and time management skills, with the ability to manage multiple tasks simultaneously. Experience of working in a third-party administration environment. Proficiency in MS Office Suite, particularly excel. Willingness to learn and develop in the field of pensions administration. Technical pensions and legislative knowledge and understanding would be advantageous. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask.
Jun 27, 2026
Full time
Senior Pensions Project Analyst We are seeking a Senior pensions project administrator/analyst to work in our specialist Administration Project Team. You will be responsible for the delivery and technical aspects of administration projects. The types of projects you may be asked to work on will include, but is not limited to, the following: GMP Equalisation projects; benefit analysis and rectification work; Pensions Dashboard projects; Scheme transitions; De-risking activity including projects relating to insurance transactions; individual technical or high priority cases; data work; CETV Top Up Exercises and No Further Liability exercises. This role can be based in our Leeds, Manchester, Edinburgh, Glasgow, Belfast, Reading, Birmingham or Croydon offices with a hybrid workstyle. What does the role entail? Project Delivery: Involvement in the planning, execution, and monitoring of pension administration projects, ensuring they are completed on time and within budget. Data Analysis: Perform data analysis and validation to ensure the accuracy and integrity of pension data. Identify and resolve discrepancies under supervision. Reporting: Regular maintenance of project trackers, highlighting key milestones, risks, and issues. Provide recommendations for improvement where necessary. Compliance: Ensure all project activities comply with relevant regulations, industry standards, and internal policies. Stay updated on changes in pension legislation and best practices. Stakeholder Management: Collaborate with internal and external stakeholders, team members, and third-party providers, to ensure effective communication and project delivery. Process Improvement: Identify opportunities for process improvements and efficiencies within pension administration projects. Implement best practices and innovative solutions to enhance service delivery. Documentation: Maintain comprehensive project documentation, including project plans, risk registers, and issue logs. Ensure all documentation is accurate, up-to-date, and easily accessible. Training and Support: Provide support to team members and clients on project-related activities and pension administration processes. What we're looking for Demonstrable experience of delivering administration services to DB pension schemes. Demonstrable experience working on, reviewing and delivering bulk projects including GMP, Pension Dashboard, Data Rectification or De-risking. Experience being responsible for supporting and assisting junior staff members. Strong analytical and problem-solving skills, with a keen eye for detail. Excellent communication and interpersonal skills, with the ability to build and maintain effective relationships with stakeholders. Strong organisational and time management skills, with the ability to manage multiple tasks simultaneously. Experience of working in a third-party administration environment. Proficiency in MS Office Suite, particularly excel. Willingness to learn and develop in the field of pensions administration. Technical pensions and legislative knowledge and understanding would be advantageous. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask.
Pensions Fund Accountant (Interim) Location: London (Hybrid) Rate: £400 per day (Umbrella) Contract: Interim - 3-6months + We are supporting a London Borough in the appointment of an experienced Pensions Fund Accountant to join their finance team on an interim basis. This role sits within a high-value Local Government Pension Scheme (LGPS) environment, supporting a fund of circa £2.2bn. This is a key role focused on ensuring the accuracy, integrity, and compliance of pension fund financial reporting, working closely with senior stakeholders including investment managers, auditors, and internal finance teams. Key Responsibilities: Support the production of the Pension Fund Annual Report & Accounts in line with CIPFA requirements Prepare and review monthly investment and transaction reporting across a large pension fund portfolio Lead on complex reconciliations, ensuring accuracy within financial systems Manage and clear pension fund suspense accounts on a regular basis Maintain robust working papers and audit trails, acting as a key contact for internal and external auditors Liaise with fund managers, custodians, and pension administrators to validate financial data Support ESG reporting and governance-related activities Undertake transactional finance duties including invoice processing and query resolution Requirements: Proven experience in pension fund accounting (essential) Previous experience working within Local Government / LGPS (essential) Strong technical accounting background including reconciliations and general ledger work Working knowledge of CIPFA reporting standards Experience working with large datasets and complex financial structures Strong stakeholder engagement skills
Jun 27, 2026
Contractor
Pensions Fund Accountant (Interim) Location: London (Hybrid) Rate: £400 per day (Umbrella) Contract: Interim - 3-6months + We are supporting a London Borough in the appointment of an experienced Pensions Fund Accountant to join their finance team on an interim basis. This role sits within a high-value Local Government Pension Scheme (LGPS) environment, supporting a fund of circa £2.2bn. This is a key role focused on ensuring the accuracy, integrity, and compliance of pension fund financial reporting, working closely with senior stakeholders including investment managers, auditors, and internal finance teams. Key Responsibilities: Support the production of the Pension Fund Annual Report & Accounts in line with CIPFA requirements Prepare and review monthly investment and transaction reporting across a large pension fund portfolio Lead on complex reconciliations, ensuring accuracy within financial systems Manage and clear pension fund suspense accounts on a regular basis Maintain robust working papers and audit trails, acting as a key contact for internal and external auditors Liaise with fund managers, custodians, and pension administrators to validate financial data Support ESG reporting and governance-related activities Undertake transactional finance duties including invoice processing and query resolution Requirements: Proven experience in pension fund accounting (essential) Previous experience working within Local Government / LGPS (essential) Strong technical accounting background including reconciliations and general ledger work Working knowledge of CIPFA reporting standards Experience working with large datasets and complex financial structures Strong stakeholder engagement skills
Financial Services Administrator Location: Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish!) Salary: Up to £30,000 depending on experience We are looking for an experienced Financial Services Administrator to join our Client Servicing team. You will ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. You will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training Why Join Radiant? We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you ll benefit from: Work- life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working Generous time off: 28 days holiday + bank holidays + your birthday off Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts Career development & progression: Access to the Radiant Academy for structured training. Team culture: Join a collaborative, approachable group of professionals who value both excellence and support What You ll Be Doing Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded. Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed. New Business Submission: use client database to track new business and current position, updating planner accordingly. What You ll Bring Knowledge Must have excellent understanding of the financial planning process. Must have excellent communication skills and telephone manner Experience Proven experience in an IFA Financial Services Administration Role Skills / Personal Attributes Proficient IT skills, basic spread sheet and database knowledge. Good planning and effective organisational skills. Honesty and integrity. Methodological approach to work. Strong written and verbal English literacy skills are essential. Apply Now! If you re ready to take the next step in your Financial Services career - developing your skills and progressing toward senior roles - we d love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
Jun 27, 2026
Full time
Financial Services Administrator Location: Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish!) Salary: Up to £30,000 depending on experience We are looking for an experienced Financial Services Administrator to join our Client Servicing team. You will ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. You will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training Why Join Radiant? We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you ll benefit from: Work- life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working Generous time off: 28 days holiday + bank holidays + your birthday off Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts Career development & progression: Access to the Radiant Academy for structured training. Team culture: Join a collaborative, approachable group of professionals who value both excellence and support What You ll Be Doing Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded. Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed. New Business Submission: use client database to track new business and current position, updating planner accordingly. What You ll Bring Knowledge Must have excellent understanding of the financial planning process. Must have excellent communication skills and telephone manner Experience Proven experience in an IFA Financial Services Administration Role Skills / Personal Attributes Proficient IT skills, basic spread sheet and database knowledge. Good planning and effective organisational skills. Honesty and integrity. Methodological approach to work. Strong written and verbal English literacy skills are essential. Apply Now! If you re ready to take the next step in your Financial Services career - developing your skills and progressing toward senior roles - we d love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
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
Senior Administrator East Grinstead - with parking available nearby (approx £5 per day) - also around a 15 minute walk from the train station. Workplace is a town centre based location with plenty of bus options available from nearby towns. Full time permanent role - Monday-Thursday (Apply online only), with a 1700 finish on Friday's. Office based role. Working in superb newly refurbished office. Salary £28000 - £32000 with extensive all round company / staff benefits. Good pensions scheme with employer contributions (3%), Employee Assistance Programme (mental health & wellbeing), Study support & development opportunities plus more We are very pleased to be partnered with our modern and progressive financial services / legal based client as they seek to recruit a Senior Administrator to join their friendly and welcoming team in central East Grinstead The role - Senior Administrator My client is seeking an experienced Administrator to play a key role in keeping business operations running smoothly. This is a hands-on position where you ll oversee day-to-day admin activity, support senior leadership, and supervise a junior team member ensuring high standards, efficiency, and excellent service delivery across the business. Duties will include: Oversee daily administrative operations and ensure smooth outputs. Manage a Junior Administrator, reviewing workload and performance Co-ordinate multiple priorities, ensuring deadlines and SLAs are consistently met Provide administrative support to senior leadership Manage diaries, scheduling, meetings, and travel arrangements Support investigations and ad hoc projects Maintain accurate records and improve internal systems Assist with onboarding new employees and general team co-ordination Monitor office resources, rota planning, and departmental coverage Build strong working relationships across teams and stakeholders Experience, competencies and knowledge required: Good experience within an administrative / office based role Background within professional services / healthcare / financial services sector desirable (not essential) Highly organised with the ability to prioritise and manage multiple tasks Strong communicator confident working with stakeholders at all level High attention to detail with strong problem-solving skills Very good IT skills, including Microsoft 365, Outlook, and Windows For more information regarding this new and exciting Senior Administrator opportunity, please apply now! Short-listing will take place soon - don't miss out! Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job
Jun 27, 2026
Full time
Senior Administrator East Grinstead - with parking available nearby (approx £5 per day) - also around a 15 minute walk from the train station. Workplace is a town centre based location with plenty of bus options available from nearby towns. Full time permanent role - Monday-Thursday (Apply online only), with a 1700 finish on Friday's. Office based role. Working in superb newly refurbished office. Salary £28000 - £32000 with extensive all round company / staff benefits. Good pensions scheme with employer contributions (3%), Employee Assistance Programme (mental health & wellbeing), Study support & development opportunities plus more We are very pleased to be partnered with our modern and progressive financial services / legal based client as they seek to recruit a Senior Administrator to join their friendly and welcoming team in central East Grinstead The role - Senior Administrator My client is seeking an experienced Administrator to play a key role in keeping business operations running smoothly. This is a hands-on position where you ll oversee day-to-day admin activity, support senior leadership, and supervise a junior team member ensuring high standards, efficiency, and excellent service delivery across the business. Duties will include: Oversee daily administrative operations and ensure smooth outputs. Manage a Junior Administrator, reviewing workload and performance Co-ordinate multiple priorities, ensuring deadlines and SLAs are consistently met Provide administrative support to senior leadership Manage diaries, scheduling, meetings, and travel arrangements Support investigations and ad hoc projects Maintain accurate records and improve internal systems Assist with onboarding new employees and general team co-ordination Monitor office resources, rota planning, and departmental coverage Build strong working relationships across teams and stakeholders Experience, competencies and knowledge required: Good experience within an administrative / office based role Background within professional services / healthcare / financial services sector desirable (not essential) Highly organised with the ability to prioritise and manage multiple tasks Strong communicator confident working with stakeholders at all level High attention to detail with strong problem-solving skills Very good IT skills, including Microsoft 365, Outlook, and Windows For more information regarding this new and exciting Senior Administrator opportunity, please apply now! Short-listing will take place soon - don't miss out! Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job
Senior IFA Administrator - Financial Planning Edgbaston Up to £35,000 DOE + Excellent Benefits Hybrid Working NJR Recruitment is delighted to be partnering with a highly regarded and expanding Financial Planning firm in Edgbaston, seeking an experienced Senior IFA Administrator to join their successful and growing team. This is an exciting opportunity to join a progressive and people-focused organisation that places a strong emphasis on employee development, collaboration, and career progression. As the business continues to grow, they are looking to attract a talented individual who is keen to make a meaningful contribution while further developing their own skills and expertise within a supportive environment. Working closely with Financial Planners and Office Managers, you will play an integral role in delivering an exceptional client experience, providing high-quality support across a range of financial planning activities. You will also have the opportunity to mentor and support junior colleagues, share your knowledge and expertise, and help drive the continued success of a dynamic and ambitious team. If you are looking to join a firm that genuinely values its people, encourages professional growth, and offers long-term career opportunities, this could be the perfect next step in your career. Benefits Salary up to £35,000 depending on experience Hybrid working with up to 2 days working from home 23 days annual leave plus bank holidays, increasing with length of service 3% employer pension contribution Life assurance at 4x salary Income protection cover Company sick pay scheme Employee Assistance Programme Financial wellbeing support and additional employee benefits The Opportunity As a Senior IFA Administrator, you will be responsible for providing comprehensive administrative support across a broad range of financial planning activities. You'll work on both routine and complex cases, ensuring clients receive a professional, efficient, and compliant service at every stage of their journey. Alongside your technical expertise, you'll act as a mentor and role model within the team, sharing knowledge and helping to maintain the highest standards of client service and operational excellence. Key Responsibilities Preparing client review packs, valuation reports, and performance documentation Processing new business submissions and ensuring all compliance requirements are met Liaising with providers to obtain policy information, valuations, and illustrations Managing client servicing activities, including withdrawals, fund switches, and policy amendments Maintaining accurate and up-to-date client records using the firm's back-office systems Preparing post-review correspondence and keeping clients informed throughout the advice process Supporting Financial Planners with complex investment, pension, protection, and mortgage cases Producing fund switch reports and assisting with research using FE Analytics Coaching and supporting junior administrators to encourage development and best practice About You The successful candidate will possess: A minimum of 5 years' experience within an IFA/Financial Planning administration role Strong technical knowledge of pensions, investments, protection, and financial planning processes A thorough understanding of FCA regulatory requirements and industry best practice Experience supporting complex and high-value client cases Excellent organisational skills with a meticulous attention to detail Strong communication and relationship-building abilities Proficiency with financial planning back-office systems and Microsoft Office applications If you are an experienced IFA Administrator looking to join a well-established and growing Financial Planning firm that values its people and offers genuine long-term career prospects, we'd love to hear from you. For a confidential discussion or to apply, please contact NJR quoting NJR16804
Jun 27, 2026
Full time
Senior IFA Administrator - Financial Planning Edgbaston Up to £35,000 DOE + Excellent Benefits Hybrid Working NJR Recruitment is delighted to be partnering with a highly regarded and expanding Financial Planning firm in Edgbaston, seeking an experienced Senior IFA Administrator to join their successful and growing team. This is an exciting opportunity to join a progressive and people-focused organisation that places a strong emphasis on employee development, collaboration, and career progression. As the business continues to grow, they are looking to attract a talented individual who is keen to make a meaningful contribution while further developing their own skills and expertise within a supportive environment. Working closely with Financial Planners and Office Managers, you will play an integral role in delivering an exceptional client experience, providing high-quality support across a range of financial planning activities. You will also have the opportunity to mentor and support junior colleagues, share your knowledge and expertise, and help drive the continued success of a dynamic and ambitious team. If you are looking to join a firm that genuinely values its people, encourages professional growth, and offers long-term career opportunities, this could be the perfect next step in your career. Benefits Salary up to £35,000 depending on experience Hybrid working with up to 2 days working from home 23 days annual leave plus bank holidays, increasing with length of service 3% employer pension contribution Life assurance at 4x salary Income protection cover Company sick pay scheme Employee Assistance Programme Financial wellbeing support and additional employee benefits The Opportunity As a Senior IFA Administrator, you will be responsible for providing comprehensive administrative support across a broad range of financial planning activities. You'll work on both routine and complex cases, ensuring clients receive a professional, efficient, and compliant service at every stage of their journey. Alongside your technical expertise, you'll act as a mentor and role model within the team, sharing knowledge and helping to maintain the highest standards of client service and operational excellence. Key Responsibilities Preparing client review packs, valuation reports, and performance documentation Processing new business submissions and ensuring all compliance requirements are met Liaising with providers to obtain policy information, valuations, and illustrations Managing client servicing activities, including withdrawals, fund switches, and policy amendments Maintaining accurate and up-to-date client records using the firm's back-office systems Preparing post-review correspondence and keeping clients informed throughout the advice process Supporting Financial Planners with complex investment, pension, protection, and mortgage cases Producing fund switch reports and assisting with research using FE Analytics Coaching and supporting junior administrators to encourage development and best practice About You The successful candidate will possess: A minimum of 5 years' experience within an IFA/Financial Planning administration role Strong technical knowledge of pensions, investments, protection, and financial planning processes A thorough understanding of FCA regulatory requirements and industry best practice Experience supporting complex and high-value client cases Excellent organisational skills with a meticulous attention to detail Strong communication and relationship-building abilities Proficiency with financial planning back-office systems and Microsoft Office applications If you are an experienced IFA Administrator looking to join a well-established and growing Financial Planning firm that values its people and offers genuine long-term career prospects, we'd love to hear from you. For a confidential discussion or to apply, please contact NJR quoting NJR16804
An exciting opportunity has arisen for a Payroll Administrator to join a well-established professional accountancy firm providing accounting, tax, and business advisory services to small and medium-sized organisations. As a Payroll Administrator, you will be responsible for delivering accurate payroll services and supporting client accounts efficiently. This is a full-time permanent role offering hybrid working options (3 days office, 2 day from home), a salary range of £30,000 - £35,000 and benefits. Apply only if you have experience within an accountancy practice. You will be responsible for: Processing monthly and weekly payroll, including wages, overtime, bonuses, and deductions Managing CIS returns and related processes Administering pensions, including auto-enrolment uploads and redeclarations Handling statutory payments and benefits in kind Communicating with HMRC to resolve queries Managing client billing and debt chasing Maintaining relationships and daily communications with a varied client portfolio Handling payroll queries from clients and staff What we are looking for: Previously worked as a Senior Payroll Administrator, Payroll Executive, Payroll Senior, Payroll Specialist, Senior Payroll Coordinator, Senior Payroll Clerk or in a similar role. Proven payroll experience of at least 3 years within accountancy practice Strong understanding of payroll processes, statutory payments, tax rules, National Insurance, pensions, and auto-enrolment Awareness of GDPR and confidentiality obligations Ability to identify and resolve payroll discrepancies efficiently Professional approach when handling sensitive matters What s on offer: Competitive Salary Hybrid working options Flexible working hours in a supportive environment Company pension Scheme Private medical insurance Free parking Health and wellbeing support Enhanced maternity leave Sick pay Bonus scheme Opportunities for career progression Collaborative culture that values contribution and development This is a fantastic opportunity for a Payroll Administratorto join a professional and supportive team while advancing your payroll career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Jun 27, 2026
Full time
An exciting opportunity has arisen for a Payroll Administrator to join a well-established professional accountancy firm providing accounting, tax, and business advisory services to small and medium-sized organisations. As a Payroll Administrator, you will be responsible for delivering accurate payroll services and supporting client accounts efficiently. This is a full-time permanent role offering hybrid working options (3 days office, 2 day from home), a salary range of £30,000 - £35,000 and benefits. Apply only if you have experience within an accountancy practice. You will be responsible for: Processing monthly and weekly payroll, including wages, overtime, bonuses, and deductions Managing CIS returns and related processes Administering pensions, including auto-enrolment uploads and redeclarations Handling statutory payments and benefits in kind Communicating with HMRC to resolve queries Managing client billing and debt chasing Maintaining relationships and daily communications with a varied client portfolio Handling payroll queries from clients and staff What we are looking for: Previously worked as a Senior Payroll Administrator, Payroll Executive, Payroll Senior, Payroll Specialist, Senior Payroll Coordinator, Senior Payroll Clerk or in a similar role. Proven payroll experience of at least 3 years within accountancy practice Strong understanding of payroll processes, statutory payments, tax rules, National Insurance, pensions, and auto-enrolment Awareness of GDPR and confidentiality obligations Ability to identify and resolve payroll discrepancies efficiently Professional approach when handling sensitive matters What s on offer: Competitive Salary Hybrid working options Flexible working hours in a supportive environment Company pension Scheme Private medical insurance Free parking Health and wellbeing support Enhanced maternity leave Sick pay Bonus scheme Opportunities for career progression Collaborative culture that values contribution and development This is a fantastic opportunity for a Payroll Administratorto join a professional and supportive team while advancing your payroll career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
IFA Administrator Fleet, hybrid Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing. As an IFA administrator, you'll play a key role in supporting the advisers to deliver exceptional financial planning services. You'll use your technical expertise to prepare research, liaise with clients and providers, and ensure all client records are uptodate. Benefits: Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) Hybrid Pension contribution DIS Parking A supportive and collaborative team culture that values growth and professional development. Opportunities to advance towards Chartered status or senior paraplanner roles. To be considered for this IFA Administrator position: Proven IFA Administrator experience within an advisory or wealth management environment. Understanding of financial products - investment, pensions, tax planning Proficient in using financial planning software and CRM systems - training can be provided Apply today to be considered for this Financial Planning Admin opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Job Synonyms: Technical Support, Financial Planning Technician, Report Writer, IFA Support, Adviser Support
Jun 26, 2026
Full time
IFA Administrator Fleet, hybrid Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing. As an IFA administrator, you'll play a key role in supporting the advisers to deliver exceptional financial planning services. You'll use your technical expertise to prepare research, liaise with clients and providers, and ensure all client records are uptodate. Benefits: Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) Hybrid Pension contribution DIS Parking A supportive and collaborative team culture that values growth and professional development. Opportunities to advance towards Chartered status or senior paraplanner roles. To be considered for this IFA Administrator position: Proven IFA Administrator experience within an advisory or wealth management environment. Understanding of financial products - investment, pensions, tax planning Proficient in using financial planning software and CRM systems - training can be provided Apply today to be considered for this Financial Planning Admin opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Job Synonyms: Technical Support, Financial Planning Technician, Report Writer, IFA Support, Adviser Support
Position Payroll Administrator Location: Flintshire, North Wales Contract: Full-Time, Permanent Department: Human Resources / Payroll About the Role An opportunity has arisen for a detail-oriented Payroll Administrator to join an established payroll function supporting employees across the UK and Ireland. Working closely with senior payroll colleagues, you'll help ensure payroll is processed accurately and on time each month, supporting a great employee experience in a fast-paced environment. Key Responsibilities Payroll processing support: Assist with the preparation of the monthly payroll for UK & Ireland sites, including inputting payroll data (e.g., salary changes, overtime, bonuses) and completing initial checks to meet processing deadlines. Time & Attendance: Help reconcile Time & Attendance data, set up shift patterns, and investigate/resolve discrepancies. Data & compliance: Maintain and update employee records throughout the employee lifecycle (new starters, leavers, contractual changes), ensuring strict confidentiality and GDPR compliance. Benefits & absences: Support administration of pensions and employee benefits (e.g., private medical insurance) and assist with calculations for statutory absence payments (e.g., SSP, SMP) in line with policy. Queries & stakeholder management: Act as a first point of contact for payroll-related queries from employees and internal teams (HR/Finance), providing clear, helpful responses and building strong working relationships. Person Specification (What We're Looking For) Previous experience in an administrative role, ideally within payroll, HR, or finance, with confidence handling numerical data. Excellent attention to detail, with the ability to spot and resolve data issues early. Strong communication skills with a professional, approachable manner. Good IT skills, particularly spreadsheets, and the ability to learn new payroll and Time & Attendance systems quickly. High level of discretion and an understanding of confidentiality and compliance requirements when handling personal and payroll data. What's on Offer Competitive salary and benefits package. Supportive team environment with structured onboarding and guidance from experienced payroll professionals. Clear development opportunities and long-term career progression. A workplace culture focused on collaboration, quality, sustainability, and safety. Contact Nicola at HRGO recruitment on (phone number removed) or email (url removed)
Jun 26, 2026
Full time
Position Payroll Administrator Location: Flintshire, North Wales Contract: Full-Time, Permanent Department: Human Resources / Payroll About the Role An opportunity has arisen for a detail-oriented Payroll Administrator to join an established payroll function supporting employees across the UK and Ireland. Working closely with senior payroll colleagues, you'll help ensure payroll is processed accurately and on time each month, supporting a great employee experience in a fast-paced environment. Key Responsibilities Payroll processing support: Assist with the preparation of the monthly payroll for UK & Ireland sites, including inputting payroll data (e.g., salary changes, overtime, bonuses) and completing initial checks to meet processing deadlines. Time & Attendance: Help reconcile Time & Attendance data, set up shift patterns, and investigate/resolve discrepancies. Data & compliance: Maintain and update employee records throughout the employee lifecycle (new starters, leavers, contractual changes), ensuring strict confidentiality and GDPR compliance. Benefits & absences: Support administration of pensions and employee benefits (e.g., private medical insurance) and assist with calculations for statutory absence payments (e.g., SSP, SMP) in line with policy. Queries & stakeholder management: Act as a first point of contact for payroll-related queries from employees and internal teams (HR/Finance), providing clear, helpful responses and building strong working relationships. Person Specification (What We're Looking For) Previous experience in an administrative role, ideally within payroll, HR, or finance, with confidence handling numerical data. Excellent attention to detail, with the ability to spot and resolve data issues early. Strong communication skills with a professional, approachable manner. Good IT skills, particularly spreadsheets, and the ability to learn new payroll and Time & Attendance systems quickly. High level of discretion and an understanding of confidentiality and compliance requirements when handling personal and payroll data. What's on Offer Competitive salary and benefits package. Supportive team environment with structured onboarding and guidance from experienced payroll professionals. Clear development opportunities and long-term career progression. A workplace culture focused on collaboration, quality, sustainability, and safety. Contact Nicola at HRGO recruitment on (phone number removed) or email (url removed)
Senior IFA Administrator / Reports to: IFA Team Leader Key working relationships: Financial Planning Managers, Financial Planners, Paraplanners, the wider IFA team and relevant colleagues across the firm. Role purpose: To provide high-quality, efficient and compliant administrative support to the firm's financial planning team, a strong focus on client servicing, new business implementation and ongoing review administration. Role supports the delivery of a premium client experience. Therefore essential that the role holder maintains accurate and auditable records and helps ensure work is progressed in line with internal procedures, service standards and regulatory requirements. KEY RESPONSIBILITIES 1. Client Administration and Service Delivery Managing a varied workload to support the efficient running of the financial planning team, prioritising client, adviser and provider requirements and ensuring work is completed accurately and within agreed timescales. Preparing, collating and issuing client and provider documentation to a high standard, ensuring records are accurate, complete and presented in line with the firm's requirements. Maintaining accurate client records, workflows, notes and document management on the firm's back-office and CRM systems. Using the firm's procedures, workflows and systems effectively to support: - Client records and workflows, new business processing and case tracking, provider and platform administration. Valuations, letters of authority and policy servicing. Risk profiling and planning support tools. Client communications, compliance controls and file records - Handling telephone and email enquiries professionally and promptly. Liaising closely with Financial Planning Managers, Financial Planners, Paraplanners and the Team Leader. Undertaking core financial planning administration activities, including: - Preparing and submitting new business applications, obtaining provider information and valuations. Processing servicing requests (withdrawals, switches, etc.). Monitoring pipelines and chasing providers. Preparing review packs and meeting documentation. Maintaining confidentiality and data security at all times. 2. Professional Standards and Team Contribution Demonstrating a professional, proactive approach. Identifying inefficiencies and contributing to improvement. Supporting colleagues and teamwork. 3. Compliance and Risk Awareness Working in accordance with FCA, GDPR, AML and internal procedures. Maintaining audit-ready records and escalating issues appropriately. 4. Client Service and Teamworking Providing professional, responsive service. Communicating clearly with clients and colleagues. Maintaining a client-focused approach at all times. PERSON SPECIFICATION Experience: - Significant experience in IFA/wealth management administration, knowledge of pensions, investments, ISAs, bonds and protection. Experience with new business and client servicing, experience using CRM and provider platforms, understanding of FCA-regulated environments Education and Communication: - Good standard of education including English with strong written and verbal communication skills Skills and Approach: - Awareness of AML, GDPR, Consumer Duty. Strong organisation and attention to detail, ability to prioritise and work independently, collaborative and professional approach. Good knowledge of Microsoft Office and systems Development: - Support available for financial planning qualifications
Jun 26, 2026
Full time
Senior IFA Administrator / Reports to: IFA Team Leader Key working relationships: Financial Planning Managers, Financial Planners, Paraplanners, the wider IFA team and relevant colleagues across the firm. Role purpose: To provide high-quality, efficient and compliant administrative support to the firm's financial planning team, a strong focus on client servicing, new business implementation and ongoing review administration. Role supports the delivery of a premium client experience. Therefore essential that the role holder maintains accurate and auditable records and helps ensure work is progressed in line with internal procedures, service standards and regulatory requirements. KEY RESPONSIBILITIES 1. Client Administration and Service Delivery Managing a varied workload to support the efficient running of the financial planning team, prioritising client, adviser and provider requirements and ensuring work is completed accurately and within agreed timescales. Preparing, collating and issuing client and provider documentation to a high standard, ensuring records are accurate, complete and presented in line with the firm's requirements. Maintaining accurate client records, workflows, notes and document management on the firm's back-office and CRM systems. Using the firm's procedures, workflows and systems effectively to support: - Client records and workflows, new business processing and case tracking, provider and platform administration. Valuations, letters of authority and policy servicing. Risk profiling and planning support tools. Client communications, compliance controls and file records - Handling telephone and email enquiries professionally and promptly. Liaising closely with Financial Planning Managers, Financial Planners, Paraplanners and the Team Leader. Undertaking core financial planning administration activities, including: - Preparing and submitting new business applications, obtaining provider information and valuations. Processing servicing requests (withdrawals, switches, etc.). Monitoring pipelines and chasing providers. Preparing review packs and meeting documentation. Maintaining confidentiality and data security at all times. 2. Professional Standards and Team Contribution Demonstrating a professional, proactive approach. Identifying inefficiencies and contributing to improvement. Supporting colleagues and teamwork. 3. Compliance and Risk Awareness Working in accordance with FCA, GDPR, AML and internal procedures. Maintaining audit-ready records and escalating issues appropriately. 4. Client Service and Teamworking Providing professional, responsive service. Communicating clearly with clients and colleagues. Maintaining a client-focused approach at all times. PERSON SPECIFICATION Experience: - Significant experience in IFA/wealth management administration, knowledge of pensions, investments, ISAs, bonds and protection. Experience with new business and client servicing, experience using CRM and provider platforms, understanding of FCA-regulated environments Education and Communication: - Good standard of education including English with strong written and verbal communication skills Skills and Approach: - Awareness of AML, GDPR, Consumer Duty. Strong organisation and attention to detail, ability to prioritise and work independently, collaborative and professional approach. Good knowledge of Microsoft Office and systems Development: - Support available for financial planning qualifications