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assistant pensions administrator
Hays
Payroll & Finance Administrator
Hays Dumfries, Dumfriesshire
Payroll & Finance Administrator - Dumfries Our clientOur client is a well-regarded organisation based in Dumfries, recognised for its strong operational standards and commitment to financial excellence. They are now seeking an experienced Payroll & Finance Assistant to join their team on an 18-month fixed-term contract. Your new roleYou will join a busy and collaborative finance team, where you will take ownership of payroll processing while also supporting broader finance activities. This is a varied and fast-paced role, offering exposure to both payroll and financial reporting. Key duties will include: Collating data to enable the bureau to process the monthly payroll for c260, ensuring accuracy and timelinessEnsuring compliance with HMRC, pension regulations, and internal controls Reconciling payroll to the general ledger and supporting month-end processes Producing payroll reports and supporting analysis of staffing costs and budgets Acting as a key point of contact for payroll queries across the organisation Supporting continuous improvement initiatives within payroll and finance processes This is an excellent opportunity for someone looking to develop their experience across both payroll and finance in a supportive environment.What you'll need to succeedYou will be an organised and detail-focused finance or payroll professional with strong technical knowledge and a proactive approach. You'll ideally have:Previous experience in payroll processing within a finance or HR environment Good working knowledge of payroll legislation, tax, and pensions Experience using payroll and finance systemsStrong Excel skills, including data analysis and reporting Excellent attention to detail and the ability to handle confidential informationStrong communication skills and the ability to work with a range of stakeholdersA relevant payroll or finance qualification (or working towards one) would be advantageous. What you'll get in return18-month fixed-term contract with a respected organisation - potential permanent opportunitiesFull-time role, 35 hours per weekHybrid working options, 2 days WFHCompetitive salary £30,716 and benefits packageOpportunity to broaden your payroll and finance skill setExposure to analysis, reporting, and budgeting activitySupportive and collaborative team environment What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Jun 29, 2026
Full time
Payroll & Finance Administrator - Dumfries Our clientOur client is a well-regarded organisation based in Dumfries, recognised for its strong operational standards and commitment to financial excellence. They are now seeking an experienced Payroll & Finance Assistant to join their team on an 18-month fixed-term contract. Your new roleYou will join a busy and collaborative finance team, where you will take ownership of payroll processing while also supporting broader finance activities. This is a varied and fast-paced role, offering exposure to both payroll and financial reporting. Key duties will include: Collating data to enable the bureau to process the monthly payroll for c260, ensuring accuracy and timelinessEnsuring compliance with HMRC, pension regulations, and internal controls Reconciling payroll to the general ledger and supporting month-end processes Producing payroll reports and supporting analysis of staffing costs and budgets Acting as a key point of contact for payroll queries across the organisation Supporting continuous improvement initiatives within payroll and finance processes This is an excellent opportunity for someone looking to develop their experience across both payroll and finance in a supportive environment.What you'll need to succeedYou will be an organised and detail-focused finance or payroll professional with strong technical knowledge and a proactive approach. You'll ideally have:Previous experience in payroll processing within a finance or HR environment Good working knowledge of payroll legislation, tax, and pensions Experience using payroll and finance systemsStrong Excel skills, including data analysis and reporting Excellent attention to detail and the ability to handle confidential informationStrong communication skills and the ability to work with a range of stakeholdersA relevant payroll or finance qualification (or working towards one) would be advantageous. What you'll get in return18-month fixed-term contract with a respected organisation - potential permanent opportunitiesFull-time role, 35 hours per weekHybrid working options, 2 days WFHCompetitive salary £30,716 and benefits packageOpportunity to broaden your payroll and finance skill setExposure to analysis, reporting, and budgeting activitySupportive and collaborative team environment What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Pure Resourcing Solutions Limited
Part-Time Finance & Payroll Assistant
Pure Resourcing Solutions Limited
Payroll & Finance Assistant Monday - Wednesdays, 3 days per week An exciting and varied role within a fast-paced small team. As a Payroll Administrator & Finance Assistant, you will be at the heart of operations, taking the lead in delivering accurate and timely weekly payroll for over 280 employees. In addition, you will play an integral part in the finance function, with tasks such as banking, reconciliations, and petty cash management. The role: Processing accurate and timely weekly payroll, including starters, leavers, and contractual changes First point of contact for payroll queries from employees and managers Investigation and resolving payroll discrepancies, escalating complex issues where required. Managing complex payroll activity, including absence-related pay (sickness, maternity, paternity, adoption, employee benefits) Respond to payroll queries and collaborate with internal teams and external providers. Administer statutory payments, pensions, and employee benefits in line with UK legislation. Validate payroll data, carry out checks, and support reconciliations and reporting. Maintain accurate records and ensure compliance with GDPR and company policies. Analyse & interpret data and provide relevant information to the Finance Supervisor to assist with weekly, monthly, and annual reports. Provide support to the Finance function as required to ensure all team targets are achieved and deadlines are met. Strong MS Office (Including Excel) skills are essential. To apply, please submit your CV or contact Caroline Meeson at Pure.
Jun 29, 2026
Full time
Payroll & Finance Assistant Monday - Wednesdays, 3 days per week An exciting and varied role within a fast-paced small team. As a Payroll Administrator & Finance Assistant, you will be at the heart of operations, taking the lead in delivering accurate and timely weekly payroll for over 280 employees. In addition, you will play an integral part in the finance function, with tasks such as banking, reconciliations, and petty cash management. The role: Processing accurate and timely weekly payroll, including starters, leavers, and contractual changes First point of contact for payroll queries from employees and managers Investigation and resolving payroll discrepancies, escalating complex issues where required. Managing complex payroll activity, including absence-related pay (sickness, maternity, paternity, adoption, employee benefits) Respond to payroll queries and collaborate with internal teams and external providers. Administer statutory payments, pensions, and employee benefits in line with UK legislation. Validate payroll data, carry out checks, and support reconciliations and reporting. Maintain accurate records and ensure compliance with GDPR and company policies. Analyse & interpret data and provide relevant information to the Finance Supervisor to assist with weekly, monthly, and annual reports. Provide support to the Finance function as required to ensure all team targets are achieved and deadlines are met. Strong MS Office (Including Excel) skills are essential. To apply, please submit your CV or contact Caroline Meeson at Pure.
Isio
Assistant Team Manager - Pensions Administration
Isio Croydon, Surrey
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.
Financial Divisions
Client Services Assistant - Remote Working - Up to £35,000 Basic Salary + Bonus + Excellent Benefits
Financial Divisions
Fully Remote Role 35-Hour Working Week Growing Wealth Management Firm An excellent opportunity has arisen for an experienced Client Services Assistant to join a highly regarded and growing wealth management firm. This successful financial planning business has built an outstanding reputation through delivering exceptional client service, high-quality financial planning and long-term client relationships. Due to continued growth, they are seeking a Client Services Assistant to support their Financial Planners and wider technical team while helping to deliver a first-class client experience. This is a fully remote position offering flexibility, excellent benefits and the opportunity to join a supportive and collaborative organisation that genuinely invests in its people. The Opportunity As a Client Services Assistant, you will play a vital role in supporting the client journey from initial onboarding through to ongoing servicing and review processes. Working closely with Financial Planners, Technical Specialists, providers and clients, you will ensure all administrative processes are handled efficiently while maintaining exceptional service standards throughout. Your responsibilities will include: • Processing new and existing business across pensions, investments and protection products • Managing the onboarding process for new clients • Coordinating and preparing documentation for client review meetings • Responding to client, provider and third-party enquiries in a timely and professional manner • Arranging client meetings and supporting ongoing client relationships • Maintaining accurate client records and updating back-office systems • Working closely with Financial Planners and technical teams to ensure smooth case progression • Assisting with the preparation of suitability reports and supporting documentation • Supporting Consumer Duty requirements and client servicing standards • Promoting and assisting clients with the firm's technology and client portal solutions Requirements • Previous experience within an IFA, Wealth Management or Financial Planning environment • Ideally a minimum of 2 years' experience in a Financial Planning Administrator or Client Services role • Strong understanding of financial services administration processes • Excellent organisational and time management skills • High attention to detail and accuracy • Strong communication and client service skills • Good IT and systems experience • Ability to work independently while contributing positively to a wider team environment • Professional, proactive and client-focused approach What's on Offer • Salary up to £35,000 depending on experience • Performance-related bonus scheme • Fully remote working arrangement • 35-hour working week • Wellness Days • Ongoing training and professional development • Supportive and collaborative team culture • Long-term career development opportunities • Opportunity to join a growing and highly respected wealth management firm Why This Opportunity Stands Out Fully remote opportunities within wealth management are increasingly sought after, particularly within firms that combine flexibility with genuine career development. This role offers the opportunity to join a modern and progressive financial planning business where client service is at the heart of everything they do. You'll benefit from working alongside experienced professionals, gaining exposure to a broad range of financial planning activities while enjoying the flexibility of remote working. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions or send your CV to Ryan at Financial Divisions
Jun 25, 2026
Full time
Fully Remote Role 35-Hour Working Week Growing Wealth Management Firm An excellent opportunity has arisen for an experienced Client Services Assistant to join a highly regarded and growing wealth management firm. This successful financial planning business has built an outstanding reputation through delivering exceptional client service, high-quality financial planning and long-term client relationships. Due to continued growth, they are seeking a Client Services Assistant to support their Financial Planners and wider technical team while helping to deliver a first-class client experience. This is a fully remote position offering flexibility, excellent benefits and the opportunity to join a supportive and collaborative organisation that genuinely invests in its people. The Opportunity As a Client Services Assistant, you will play a vital role in supporting the client journey from initial onboarding through to ongoing servicing and review processes. Working closely with Financial Planners, Technical Specialists, providers and clients, you will ensure all administrative processes are handled efficiently while maintaining exceptional service standards throughout. Your responsibilities will include: • Processing new and existing business across pensions, investments and protection products • Managing the onboarding process for new clients • Coordinating and preparing documentation for client review meetings • Responding to client, provider and third-party enquiries in a timely and professional manner • Arranging client meetings and supporting ongoing client relationships • Maintaining accurate client records and updating back-office systems • Working closely with Financial Planners and technical teams to ensure smooth case progression • Assisting with the preparation of suitability reports and supporting documentation • Supporting Consumer Duty requirements and client servicing standards • Promoting and assisting clients with the firm's technology and client portal solutions Requirements • Previous experience within an IFA, Wealth Management or Financial Planning environment • Ideally a minimum of 2 years' experience in a Financial Planning Administrator or Client Services role • Strong understanding of financial services administration processes • Excellent organisational and time management skills • High attention to detail and accuracy • Strong communication and client service skills • Good IT and systems experience • Ability to work independently while contributing positively to a wider team environment • Professional, proactive and client-focused approach What's on Offer • Salary up to £35,000 depending on experience • Performance-related bonus scheme • Fully remote working arrangement • 35-hour working week • Wellness Days • Ongoing training and professional development • Supportive and collaborative team culture • Long-term career development opportunities • Opportunity to join a growing and highly respected wealth management firm Why This Opportunity Stands Out Fully remote opportunities within wealth management are increasingly sought after, particularly within firms that combine flexibility with genuine career development. This role offers the opportunity to join a modern and progressive financial planning business where client service is at the heart of everything they do. You'll benefit from working alongside experienced professionals, gaining exposure to a broad range of financial planning activities while enjoying the flexibility of remote working. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions or send your CV to Ryan at Financial Divisions
Cranleigh Personnel
Mortgage Administrator/ Pensions Administrator - Step into Financial Planning
Cranleigh Personnel Bristol, Somerset
Financial Planning Assistant/ PA North Bristol - Hybrid Working After Probation Salary: £28,000 - £35,000 depending on experience Looking to move into Wealth Planning? Do you currently work in Mortgage Admin or Pensions Admin or perhaps for a provider platform, investment managers or other areas of financial services and would love the opportunity to move into a financial planning environment? If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of Financial services administration and client services support and who loves supporting a busy professional About the Company The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. You'll work closely with the adviser on a day-to-day basis This is not a traditional administration role - Instead, you'll become the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. It's a 1:1 role and will require working autonomously, whilst also benefiting from a friendly and sociable office environment shared with several other professional businesses. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Success in this role is less about having detailed technical financial planning knowledge to start with and far more about being highly organised, proactive and enjoying a support-focused position. Long-Term Career Development One of the most exciting aspects of this role is where it could lead. As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths The adviser is looking for someone who wants to build a long-term career and grow with the business over time. A move into Wealth planning administration/Paraplanning/adviser or practice manager is likely to arise over time as the business grows and as you develop competency in the intial support role. What We're Looking For This role could suit someone from a variety of professional services and financial services backgrounds You'll likely have: Excellent organisational skills Strong attention to detail Experience managing inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £28,000 - £35,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.
Jun 25, 2026
Full time
Financial Planning Assistant/ PA North Bristol - Hybrid Working After Probation Salary: £28,000 - £35,000 depending on experience Looking to move into Wealth Planning? Do you currently work in Mortgage Admin or Pensions Admin or perhaps for a provider platform, investment managers or other areas of financial services and would love the opportunity to move into a financial planning environment? If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of Financial services administration and client services support and who loves supporting a busy professional About the Company The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. You'll work closely with the adviser on a day-to-day basis This is not a traditional administration role - Instead, you'll become the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. It's a 1:1 role and will require working autonomously, whilst also benefiting from a friendly and sociable office environment shared with several other professional businesses. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Success in this role is less about having detailed technical financial planning knowledge to start with and far more about being highly organised, proactive and enjoying a support-focused position. Long-Term Career Development One of the most exciting aspects of this role is where it could lead. As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths The adviser is looking for someone who wants to build a long-term career and grow with the business over time. A move into Wealth planning administration/Paraplanning/adviser or practice manager is likely to arise over time as the business grows and as you develop competency in the intial support role. What We're Looking For This role could suit someone from a variety of professional services and financial services backgrounds You'll likely have: Excellent organisational skills Strong attention to detail Experience managing inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £28,000 - £35,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.
Môrwell Talent Solutions Ltd
Payroll and Accounts Assistant
Môrwell Talent Solutions Ltd Brynsadler, Mid Glamorgan
Location: Pontyclun Office-Based Salary: £32,000 - £34,000 per annum plus bonus About the Company Our client is a highly successful and innovative business with a turnover of approximately £25 million and ambitious plans for continued growth. They have built a reputation for investing in their people, embracing technology, and continuously improving processes across the organisation. As the business continues to expand, they are seeking an experienced and detail-focused Payroll Administrator & Assistant Accountant to join their finance team. The Role This is a payroll-first position, with responsibility for the accurate and timely delivery of payroll across the business. Payroll will be your core area of expertise and focus, ensuring employees are paid correctly, on time, and in compliance with relevant legislation. Alongside payroll responsibilities, you will provide support across accounts payable, expenses management and wider finance activities, making this a varied role within a growing finance team. The ideal candidate will be an experienced payroll professional who enjoys being the go-to person for all payroll matters whilst also supporting broader finance operations when required. Key Responsibilities Payroll & Employee Finance (Primary Focus) Manage and process monthly payroll for UK employees (approximately 80 employees) Take ownership of payroll accuracy, compliance, reporting and controls. Maintain payroll records, employee benefits, pension contributions and deductions. Act as the first point of contact for all payroll-related queries. Liaise with employees and managers to resolve payroll issues efficiently. Support benefits administration including pensions and employee vehicle schemes. Ensure payroll processes remain compliant with current legislation and best practice. Identify opportunities to improve payroll processes and reporting. HR Systems & Administration Maintain employee records within Sage HR and Go2Clock. Support onboarding and offboarding processes. Assist with HR administration and ensure data accuracy across systems. Produce reports and support coordination between payroll and HR functions. Finance & Accounts Support Support accounts payable processes and workflows. Process supplier invoices and assist with supplier reconciliations. Resolve supplier queries in a timely manner. Support bi-monthly payment runs and ad hoc payments. Maintain strong financial controls and audit trails. Expenses Management Manage and support the employee expenses process through SAP Concur. Review and process expense claims in line with company policies. Check receipts, coding and VAT treatment where appropriate. Resolve employee and approver queries. Ensure timely approval and reimbursement of expenses. Act as a key point of contact for Concur users across the business. Support expense reporting and reconciliation into SAP Business One. Assistant Accountant Support Provide cover and support across the finance function, including: Bank reconciliations. Month-end support activities. Cash management and payment processing. General finance administration. Operational Support Support vehicle lease administration, insurance management and licence checks. Assist with carbon reporting and sustainability data. Provide ad hoc support to the wider finance team. Contribute to process improvements, automation initiatives and system development projects. About You The successful candidate will have: Proven end-to-end payroll experience is essential. Experience managing payroll within a busy commercial environment. Strong understanding of payroll legislation, pensions, benefits and statutory deductions. Experience using Sage Payroll or similar payroll systems. Previous exposure to accounts payable, finance administration or assistant accounting duties would be advantageous. Experience using SAP Business One, SAP Concur or similar finance systems would be beneficial. Excellent attention to detail and a high level of accuracy. Strong organisational and workload management skills. The ability to manage multiple priorities and meet deadlines. Strong communication skills and confidence dealing with colleagues across the business. A proactive, solutions-focused approach and a desire to improve processes. What's on Offer? £32,000 - £34,000 salary. Annual bonus opportunity of up to £4,000. Join a growing, innovative £25m turnover business. 25 days holiday plus Bank Holidays. NEST Pension Scheme. Free on-site parking. 40-hour working week (8:00am 4:30pm) with some flexibility. Stable, long-term career opportunity. Exposure to multiple areas of finance and business operations. Supportive and collaborative team environment. Opportunity to contribute ideas and make a genuine impact on business processes and improvements. If you are an experienced payroll professional looking to join a growing and forward-thinking business where payroll is your primary focus, we'd love to hear from you.
Jun 24, 2026
Full time
Location: Pontyclun Office-Based Salary: £32,000 - £34,000 per annum plus bonus About the Company Our client is a highly successful and innovative business with a turnover of approximately £25 million and ambitious plans for continued growth. They have built a reputation for investing in their people, embracing technology, and continuously improving processes across the organisation. As the business continues to expand, they are seeking an experienced and detail-focused Payroll Administrator & Assistant Accountant to join their finance team. The Role This is a payroll-first position, with responsibility for the accurate and timely delivery of payroll across the business. Payroll will be your core area of expertise and focus, ensuring employees are paid correctly, on time, and in compliance with relevant legislation. Alongside payroll responsibilities, you will provide support across accounts payable, expenses management and wider finance activities, making this a varied role within a growing finance team. The ideal candidate will be an experienced payroll professional who enjoys being the go-to person for all payroll matters whilst also supporting broader finance operations when required. Key Responsibilities Payroll & Employee Finance (Primary Focus) Manage and process monthly payroll for UK employees (approximately 80 employees) Take ownership of payroll accuracy, compliance, reporting and controls. Maintain payroll records, employee benefits, pension contributions and deductions. Act as the first point of contact for all payroll-related queries. Liaise with employees and managers to resolve payroll issues efficiently. Support benefits administration including pensions and employee vehicle schemes. Ensure payroll processes remain compliant with current legislation and best practice. Identify opportunities to improve payroll processes and reporting. HR Systems & Administration Maintain employee records within Sage HR and Go2Clock. Support onboarding and offboarding processes. Assist with HR administration and ensure data accuracy across systems. Produce reports and support coordination between payroll and HR functions. Finance & Accounts Support Support accounts payable processes and workflows. Process supplier invoices and assist with supplier reconciliations. Resolve supplier queries in a timely manner. Support bi-monthly payment runs and ad hoc payments. Maintain strong financial controls and audit trails. Expenses Management Manage and support the employee expenses process through SAP Concur. Review and process expense claims in line with company policies. Check receipts, coding and VAT treatment where appropriate. Resolve employee and approver queries. Ensure timely approval and reimbursement of expenses. Act as a key point of contact for Concur users across the business. Support expense reporting and reconciliation into SAP Business One. Assistant Accountant Support Provide cover and support across the finance function, including: Bank reconciliations. Month-end support activities. Cash management and payment processing. General finance administration. Operational Support Support vehicle lease administration, insurance management and licence checks. Assist with carbon reporting and sustainability data. Provide ad hoc support to the wider finance team. Contribute to process improvements, automation initiatives and system development projects. About You The successful candidate will have: Proven end-to-end payroll experience is essential. Experience managing payroll within a busy commercial environment. Strong understanding of payroll legislation, pensions, benefits and statutory deductions. Experience using Sage Payroll or similar payroll systems. Previous exposure to accounts payable, finance administration or assistant accounting duties would be advantageous. Experience using SAP Business One, SAP Concur or similar finance systems would be beneficial. Excellent attention to detail and a high level of accuracy. Strong organisational and workload management skills. The ability to manage multiple priorities and meet deadlines. Strong communication skills and confidence dealing with colleagues across the business. A proactive, solutions-focused approach and a desire to improve processes. What's on Offer? £32,000 - £34,000 salary. Annual bonus opportunity of up to £4,000. Join a growing, innovative £25m turnover business. 25 days holiday plus Bank Holidays. NEST Pension Scheme. Free on-site parking. 40-hour working week (8:00am 4:30pm) with some flexibility. Stable, long-term career opportunity. Exposure to multiple areas of finance and business operations. Supportive and collaborative team environment. Opportunity to contribute ideas and make a genuine impact on business processes and improvements. If you are an experienced payroll professional looking to join a growing and forward-thinking business where payroll is your primary focus, we'd love to hear from you.
Additional Resources
Payroll Assistant
Additional Resources Dumfries, Dumfriesshire
An exciting opportunity has arisen for a Payroll Assistant to join an independent accountancy firm, delivering comprehensive payroll solutions for a diverse range of clients. As a Payroll Assistant, you will manage a portfolio of client payrolls, ensuring accurate, timely, and compliant processing while supporting overall team objectives. This full-time role offers salary circa £24,000 - £28,000 and benefits. You will be responsible for: Processing assigned client payrolls accurately and on schedule. Inputting data and preparing detailed payroll reports. Highlighting anomalies or issues to clients and supporting resolution. Ensuring timely submissions and payments to HMRC, pensions, and other third parties. Maintaining payroll records in line with statutory requirements. Assisting with month-end, year-end, and ad-hoc payroll tasks. Supporting audit readiness and identifying discrepancies or risks. What we are looking for: Previously worked as a Payroll Assistant, Payroll administrator, Payroll Officer, Payroll Clerk, Payroll Executive, Payroll Specialist, Payroll Coordinator, Junior Accountant, Accounts Assistant, Finance Assistant, Bookkeeper, Accounts Semi Senior, Accounts Junior, Accounting Technician or in a similar role. Experience in payroll administration. Knowledge of payroll concepts including PAYE, National Insurance, pensions, holiday pay, SSP, SMP, and related legislation. Ideally have 1 year of payroll experience. Excellent attention to detail and organisational skills. Skilled in Microsoft Excel and familiarity with payroll software. What's on offer: Competitive salary Company pension scheme A supportive and professional work environment with opportunities for development. Apply now for this great Payroll Assistant opportunity to join a respected payroll services organisation and develop your 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.
Oct 08, 2025
Full time
An exciting opportunity has arisen for a Payroll Assistant to join an independent accountancy firm, delivering comprehensive payroll solutions for a diverse range of clients. As a Payroll Assistant, you will manage a portfolio of client payrolls, ensuring accurate, timely, and compliant processing while supporting overall team objectives. This full-time role offers salary circa £24,000 - £28,000 and benefits. You will be responsible for: Processing assigned client payrolls accurately and on schedule. Inputting data and preparing detailed payroll reports. Highlighting anomalies or issues to clients and supporting resolution. Ensuring timely submissions and payments to HMRC, pensions, and other third parties. Maintaining payroll records in line with statutory requirements. Assisting with month-end, year-end, and ad-hoc payroll tasks. Supporting audit readiness and identifying discrepancies or risks. What we are looking for: Previously worked as a Payroll Assistant, Payroll administrator, Payroll Officer, Payroll Clerk, Payroll Executive, Payroll Specialist, Payroll Coordinator, Junior Accountant, Accounts Assistant, Finance Assistant, Bookkeeper, Accounts Semi Senior, Accounts Junior, Accounting Technician or in a similar role. Experience in payroll administration. Knowledge of payroll concepts including PAYE, National Insurance, pensions, holiday pay, SSP, SMP, and related legislation. Ideally have 1 year of payroll experience. Excellent attention to detail and organisational skills. Skilled in Microsoft Excel and familiarity with payroll software. What's on offer: Competitive salary Company pension scheme A supportive and professional work environment with opportunities for development. Apply now for this great Payroll Assistant opportunity to join a respected payroll services organisation and develop your 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.
Optima Recruitment
Assistant Pensions Administrator
Optima Recruitment Winchester, Hampshire
Assistant Pensions Administrator - Winchester Office Department : Pensions Administration Location : Winchester (Hybrid working) Experience : Defined Benefit (DB) schemes Overview Join a team of dedicated pensions professionals delivering high-quality service across multiple DB clients. Gain responsibility, technical skills, and client exposure through structured training and support for professional qualifications. Key Responsibilities Perform DB benefit calculations (manual/system/proforma) Follow case checklists and admin procedures Handle communications with members and third parties Prepare bulk mailings (newsletters, increases, etc.) Apply scheme-specific rules and documentation Ensure compliance with GDPR and admin policies Draft bespoke correspondence Stay updated on legislation (GMP, preservation, tax, etc.) Requirements A-levels or equivalent (degree desirable) Experience in DB pensions administration Working towards APE / CPC qualifications Detail-oriented, organised, and proactive Strong team player with independent working skills Professional approach and willingness to learn Benefits Package Study support and internal training 26 days leave + flexible bank holidays (buy/sell options) Private medical , dental, digital GP, eye care Life assurance , income protection, enhanced parental leave Pension and discretionary bonus Cycle to work , EV salary sacrifice scheme Gym discounts , high street offers Diversity networks : Wellbeing, LGBTQ+, Multicultural, Women's Volunteering opportunities Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice! Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted. By applying for this vacancy, you accept Optima Recruitment Limited's Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
Oct 08, 2025
Full time
Assistant Pensions Administrator - Winchester Office Department : Pensions Administration Location : Winchester (Hybrid working) Experience : Defined Benefit (DB) schemes Overview Join a team of dedicated pensions professionals delivering high-quality service across multiple DB clients. Gain responsibility, technical skills, and client exposure through structured training and support for professional qualifications. Key Responsibilities Perform DB benefit calculations (manual/system/proforma) Follow case checklists and admin procedures Handle communications with members and third parties Prepare bulk mailings (newsletters, increases, etc.) Apply scheme-specific rules and documentation Ensure compliance with GDPR and admin policies Draft bespoke correspondence Stay updated on legislation (GMP, preservation, tax, etc.) Requirements A-levels or equivalent (degree desirable) Experience in DB pensions administration Working towards APE / CPC qualifications Detail-oriented, organised, and proactive Strong team player with independent working skills Professional approach and willingness to learn Benefits Package Study support and internal training 26 days leave + flexible bank holidays (buy/sell options) Private medical , dental, digital GP, eye care Life assurance , income protection, enhanced parental leave Pension and discretionary bonus Cycle to work , EV salary sacrifice scheme Gym discounts , high street offers Diversity networks : Wellbeing, LGBTQ+, Multicultural, Women's Volunteering opportunities Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice! Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted. By applying for this vacancy, you accept Optima Recruitment Limited's Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
Personnel Selection
Pensions Administrator
Personnel Selection Godalming, Surrey
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.
Oct 07, 2025
Full time
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.
Gemini Wealth Management Limited
Financial Technical Analyst / Trainee Paraplanner
Gemini Wealth Management Limited Sutton Coldfield, West Midlands
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Oct 03, 2025
Full time
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Personnel Selection
Pensions Administrator
Personnel Selection Godalming, Surrey
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.
Sep 23, 2025
Full time
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.

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