56 jobs found

From this autumn, Barnett Waddingham will become Howden, bringing our people together as one and creating a more connected approach to retirement, benefits and risk. As you explore opportunities with us, you will see more of Howden s name and expertise, reflecting broader capability for our clients and offering our people greater opportunities to grow, connect and develop. We have an exciting new opportunity for a Senior Pension Administrator to join our growing team. This is a permanent, full time role that can be based in our Liverpool or Leeds office, working on a hybrid basis. Join us at a genuinely exciting moment for pension administration within Barnett Waddingham. As part of the rapidly growing Howden employee benefits business, opportunities for development have never been stronger. We are investing in our people, our teams and our operating model, creating clear routes for progression and long rewarding careers. Responsibilities: Has a thorough understanding of the trust deed and rules for each scheme Carries out complex benefit calculations and tasks and deals with more complex pension queries Checks work of other team members, ensuring accuracy and compliance with scheme rules, internal procedures and controls and legislation Authorises benefit payments Checks pensioner payrolls, including calculation of net pay, arranges payments and preparation of year end returns Liaises with authorities including DWP, HMRC, The Pensions Regulator and the Information Commissioner Monitors scheme cashflow requirements and arranges investments / disinvestments as required Supporting team leader and training junior team members We would love to hear from you if you have: In depth knowledge of both DB and DC occupational pension schemes Has a clear understanding of how the PPF operates and the nature and type of compensation Has a thorough understanding of the stages involved and projects to be completed in relation to the PPF assessment period Has a good understanding of the stages involved and projects to be completed in relation to the PPF assessment period What's in it for you: Competitive discretionary annual bonus Generous pension scheme Core benefits for you including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading A comprehensive range of voluntary benefits to suit you (and your family) including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance we pay up to 50% of your gym/sports membership (up to £50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts For a full list of benefits, please click here Happy to talk flexible working Accessibility We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please click here Not quite the right opportunity for you this time? For more about us and other Careers at BW, please click here Follow Barnett Waddingham on LinkedIn We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out.

From this autumn, Barnett Waddingham will become Howden, bringing our people together as one and creating a more connected approach to retirement, benefits and risk. As you explore opportunities with us, you'll start to see more of Howden's name, people and experience throughout the recruitment process. We have a great new opportunity for a Senior Client Administrator to join our Pensions Administration team. The primary focus of this role is to support the business area in providing a quality, accurate and professional service to clients focusing on client and scheme related work. This is a full time, permanent role that can be based in our Liverpool, Leeds or Glasgow, Birmingham, Amersham, Bristol, Cheltenham offices working on a hybrid basis . Responsibilities: Builds and maintains professional relationships with clients and other stakeholders as required Has responsibility for the provision of client management services to a significant client or portfolio of clients Undertakes a proactive client facing role, attending client meetings when required to present on and discuss administration matters Ensures their own work is delivered within Service Level Agreements Ensures that any concerns or complaints are dealt with correctly and in accordance with agreed processes, that remedial actions and mitigations are taken to minimise escalation and provides suggested solutions or a course of action Reviews and prepares quarterly administration stewardship reports, or at a frequency agreed with the client, and other client facing administration reports, as required We would love to hear from you if you have: In depth knowledge of both DB and DC occupational pension schemes Has a good understanding of the stages involved and projects to be completed in relation to the PPF assessment period (specific for PPF Administration) Knowledge of pension dashboards would be useful Innovates pragmatic solutions to complex queries and confidently presents these to stakeholders What's in it for you: Competitive discretionary annual bonus Generous pension scheme Core benefits for you including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading A comprehensive range of voluntary benefits to suit you (and your family) including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance we pay up to 50% of your gym/sports membership (up to £50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts For a full list of benefits, please click here Happy to talk flexible working Accessibility We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please click here Not quite the right opportunity for you this time? For more about us and other Careers at BW, please click here Follow Barnett Waddingham on LinkedIn We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out.

Senior Pensions Administrator Liverpool City Centre (Hybrid - 1 day from home after training) Salary: Up to 35,000 (depending on experience) + annual bonus Hours: Monday to Friday, 9:00am - 5:00pm (flexible start and finish times) The Opportunity We're looking for an experienced Senior Pensions Administrator to join a well-established and growing financial services business in Liverpool. This is a fantastic opportunity for someone with strong cradle-to-grave pensions administration experience who is looking to step into a more senior position with greater responsibility. The role will focus on core operational processes including Terms of Business (TOB) administration, adviser changes, complaint handling support, workflow management, and wider operational oversight activities. The successful candidate will play a key role in maintaining service quality, operational control, and positive customer outcomes. About You Proven experience in pensions administration with cradle-to-grave exposure Strong working knowledge of DB and DC pension schemes Experience handling complex, technical cases and/or complaints within pensions Excellent written and verbal communication skills Strong analytical and problem-solving abilities High attention to detail with the ability to manage and prioritise workloads effectively What's on Offer Salary up to 35,000 depending on experience Annual bonus scheme Hybrid working (1 day from home after training) 35-hour working week with flexible start and finish times 25 days holiday plus bank holidays Central Liverpool location with excellent transport links Supportive, collaborative working environment Ongoing training, development, and progression opportunities Regular social events and additional benefits Sick pay (after qualifying period) Why Apply? This is an excellent opportunity to step into a senior-level role, where you'll gain exposure to technical pensions work and complaints handling, allowing you to broaden your skillset and make a real impact within the business. If you're interested, please send your CV to: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Are you a Superstar? Are you the glue that holds everything together? If so, we would like to hear from you. A new role has arisen for a skilled and experienced Senior Administrator within a firm who specialise in delivering bespoke Wealth Management Solutions to HNW Clients? This role is not for the feint hearted as this is a pivotal role within the department Our client is a leading Wealth Management firm. They provide specialist Pension, Tax, Estate, Protection and Investment advice to HNW clients and, due to continued success and growth; they are looking to appoint a Senior Administrator to join their team. Your role will be to provide full administrative support to a Director. Your role will be to deal with complex and sophisticated clients, manage cases and deal with providers. You will manage to submission of business to the relevant parties and ensure all information and compliance requirements are fully adhered to. In short .you will be the glue that holds everything together! Applications are invited from skilled Administrators with in depth knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential. You must have an eye for detail with strong written and verbal communication skills. Progress with professional qualifications is beneficial. This role will suit a skilled Administrator who is keen to be part of a highly professional team within an award winning Holistic Financial Planning firm in Central London. Sales Support, Pensions, Wealth Management, Investment, Financial Advice, Retirement Planning, By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Job Title: Senior Administrator / Paraplanner Salary: £30,000 - £48,000 DOE + Discretionary Bonus Location: St Albans (Office-Based) About our clients and the role: Swarm Recruitment is delighted to be partnering with, a directly authorised and fully independent financial planning firm based in the heart of St Albans. Founded by experienced Financial Advisers, the firm was established with a clear vision: to provide genuinely independent, holistic financial advice whilst creating a business where clients and employees alike enjoy a more personal and rewarding experience. The firm is experiencing strong growth and has ambitious plans for the future, with both advisers approaching capacity and requiring additional support to continue delivering exceptional service. As a result, they are looking to recruit a Senior Administrator, Junior Paraplanner, or Paraplanner to join the team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to develop their career within a growing independent firm. You will work closely with the existing Paraplanner, who is progressing towards an Adviser role, and will gradually take ownership of key technical responsibilities including research, cashflow modelling, client reviews, suitability support, and case preparation. The successful candidate will have genuine opportunities to progress into a Senior Paraplanner position and potentially manage support staff as the business continues to expand. This role would suit either an experienced Financial Planning Administrator looking to become more technical, or an established Paraplanner seeking greater responsibility and long-term career progression. Salary & Benefits: Basic Salary: £30,000 - £48,000 depending on experience and qualifications Annual Discretionary Bonus Company Pension Scheme 25 Days Holiday plus Bank Holidays Additional Day's Holiday for Every Year of Service (up to 5 additional days) Full Support and Funding for Industry Qualifications Clear Career Progression Opportunities Parking Permit Provided after Probation Fully Funded Team Social Events Summer and Christmas Team Celebrations Supportive and Collaborative Working Environment Working Hours: Monday - Friday Typical Hours: 9:00am - 5:00pm Flexibility Around Start and Finish Times No Weekend Working Office-Based Role in St Albans Flexibility Available for Personal Commitments When Needed Desired Experience: Experience within a Financial Planning, Wealth Management, or IFA environment Previous experience as a Financial Planning Administrator, Senior Administrator, Junior Paraplanner, or Paraplanner Strong understanding of pensions, investments, and financial planning processes Experience supporting Financial Advisers with client reviews and ongoing servicing Exposure to cashflow modelling would be advantageous Experience preparing review packs and client documentation Knowledge of pension and investment analysis would be beneficial Experience contributing to suitability reports would be advantageous Strong organisational skills and excellent attention to detail A genuine desire to learn, develop, and progress within Financial Services Responsibilities & Duties: Support Financial Advisers with case preparation, technical analysis, and ongoing administration Prepare and maintain client records, including fact finds, risk profiling, and client objectives Conduct investment, pension, and product research to support adviser recommendations Assist with pension and investment analysis, including annual allowance calculations and technical reviews Prepare review packs and client meeting documentation Contribute to suitability reports for investments, withdrawals, and ongoing advice recommendations Build and maintain cashflow models where appropriate Liaise with providers to obtain policy information and process client transactions Process fund switches, withdrawals, and other client servicing requirements Maintain accurate client records and ensure compliance with regulatory requirements Deliver exceptional client service and support the firm's commitment to holistic financial planning Work closely with the advisers and wider team to support the continued growth of the business By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

An exciting opportunity has arisen for an ambitious Financial Adviser to join a fast-growing and highly successful St James's Place Senior Partner Practice with an excellent reputation for delivering holistic financial planning to HNW and UHNW individuals. The business has experienced significant growth and offers advisers the opportunity to work with affluent clients, supported by an experienced team Paraplanners and Administrators, allowing you to focus on providing exceptional advice and building long-term relationships. As a Financial Adviser, you will provide bespoke financial planning advice across a broad range of areas, including investment planning, pension and retirement planning, inheritance tax and estate planning, protection, as well as trusts and intergenerational wealth planning. Alongside managing existing client relationships, you will have the opportunity to develop your own client bank through referrals, networking and high-quality internally generated leads. Responsibilities Deliver holistic financial planning advice tailored to the needs of HNW and UHNW clients. Build, manage and strengthen long-term client relationships. Develop strategies across investments, pensions, tax planning and estate structuring. Grow your client portfolio through self-generated business and company-provided opportunities. Work collaboratively with a dedicated support team to deliver an outstanding client experience. Maintain up-to-date technical knowledge and stay informed on industry developments and regulatory changes. About You 2-3 years' experience as a Financial Adviser or Financial Planner. Level 4 Diploma qualified. Chartered status or working towards Chartered would be advantageous but is not essential. Strong relationship-building and communication skills with a client-first approach. Package Basic salary of £50,000 - £70,000. No salary validation. 35% bonus on all Initial Advice Fees from self-generated business. 20% bonus on all Initial Advice Fees from company-generated leads. 20% bonus on all Ongoing Advice Fees. Benefits 22 days annual leave, increasing to 25 days with length of service. Private Medical Insurance. Life Assurance and Income Protection. Ongoing training and professional development. Quarterly company social events. Hybrid working model. Excellent long-term career progression within a growing and highly respected wealth management practice. This is an outstanding opportunity for a Financial Adviser looking to work with affluent clients, benefit from a strong support infrastructure and join a business with ambitious growth plans and a collaborative culture. If this is of interest, please send your CV to Harry at Financial Divisions

Senior IFA Administrator (Senior Client Services) Location: Edgbaston Salary: Up to £35,000 DOE Hybrid: 2 days from home, 3 in office Our client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility - supporting financial advisers and planners while coaching and developing more junior administrators. The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products - investments, pensions, transfers, protection and mortgages - and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team. This is a senior seat rather than a sideways step - the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group. The role Reporting to the Client Service Managers and advisers, the successful candidate will: Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platform Ensure all compliance documents are in place before submission, in line with the firm's New Business Process Prepare valuation reports, review packs and Post Review Summary reports for client meetings Run Risk Profiler and FE Analytics fund switch reports, processing switches Handle withdrawal instructions, client queries and back-office record accuracy Coach colleagues, deliver training and help the wider team prioritise workload About the candidate The ideal applicant will have: Experience as an administrator within an IFA or wealth management firm With confidence across multiple products and platforms A natural ability to support junior staff through coaching and training Strong product knowledge and a clear grasp of conduct rules and compliance requirements Exceptional attention to detail, strong organisation, and composure under competing deadlines Salary and benefits Salary up to £35,000 depending on experience Pension: 3% employer contribution with salary sacrifice 23 days holiday plus bank holidays, rising to 25 with service Group life cover at 4x salary, income protection and company sick pay (post-probation) Employee Assistance Programme and financial wellbeing support Hybrid working: up to 2 days from home each week

Senior IFA Administrator (Senior Client Services) Location: Warwick Salary: Up to £35,000 DOE Hybrid: 2 days from home, 3 in office Our client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility - supporting financial advisers and planners while coaching and developing more junior administrators. The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products - investments, pensions, transfers, protection and mortgages - and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team. This is a senior seat rather than a sideways step - the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group. The role Reporting to the Client Service Managers and advisers, the successful candidate will: Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platform Ensure all compliance documents are in place before submission, in line with the firm's New Business Process Prepare valuation reports, review packs and Post Review Summary reports for client meetings Run Risk Profiler and FE Analytics fund switch reports, processing switches Handle withdrawal instructions, client queries and back-office record accuracy Coach colleagues, deliver training and help the wider team prioritise workload About the candidate The ideal applicant will have: Experience as an administrator within an IFA or wealth management firm With confidence across multiple products and platforms A natural ability to support junior staff through coaching and training Strong product knowledge and a clear grasp of conduct rules and compliance requirements Exceptional attention to detail, strong organisation, and composure under competing deadlines Salary and benefits Salary up to £35,000 depending on experience Pension: 3% employer contribution with salary sacrifice 23 days holiday plus bank holidays, rising to 25 with service Group life cover at 4x salary, income protection and company sick pay (post-probation) Employee Assistance Programme and financial wellbeing support Hybrid working: up to 2 days from home each week

Join us as a Senior Pensions Administrator within our Outsourcing line of business based out of our offices in Leeds 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)

Financial Administrator - Junior IFA Practice Location: Barnet, North London Salary: Circa £30,000 + Benefits Full-Time Permanent Join a Growing Financial Planning Practice An excellent opportunity has arisen for a Financial Administrator to join a friendly and growing Independent Financial Adviser (IFA) practice based in Barnet. This role is ideal for an organised and detail-oriented individual looking to build a long-term career within financial services. Whether you already have experience within an IFA environment or have gained administration experience in a professional services setting and are looking to move into financial planning, this position offers structured training, study support, and genuine career progression opportunities. The Role Working closely with the Adviser and supporting the wider client journey, you will play a key role in ensuring the smooth running of the practice and delivering an exceptional client experience. Key Responsibilities: Providing administrative support to the Adviser and paraplanning function Processing new business applications across pensions, investments, and protection products Preparing client review packs and meeting documentation Liaising with product providers, platforms, and clients Managing client records and ensuring data is accurately maintained Obtaining policy information and valuations Assisting with client onboarding and compliance documentation Handling client enquiries professionally and efficiently Supporting the ongoing development and improvement of office processes About You We are looking for someone who is proactive, professional, and eager to develop within the financial planning sector. Requirements: Previous administration experience (financial services experience advantageous but not essential) Strong organisational and time-management skills Excellent attention to detail Professional communication skills, both written and verbal Competent with Microsoft Office applications A positive attitude and willingness to learn Interest in developing a career within financial planning and wealth management What's on Offer? Salary circa £30,000 Full study support towards the CII Diploma in Regulated Financial Planning (or equivalent qualifications) Structured training and ongoing professional development Clear career progression opportunities into senior administration, paraplanning, or advisory roles Supportive and collaborative working environment Opportunity to join a growing and ambitious IFA practice Apply Now If you are looking to establish a successful career within financial planning and want to join a firm that genuinely invests in its people, we'd love to hear from you. Submit your CV today to discuss this opportunity further.

A well-established, independent Chartered Financial Planning firm in Stockport is looking for an experienced Senior Paraplanner as it grows. This is a genuine career job with a firm that wants its paraplanner involved with clients, not boxed into report writing. About the firm: This is an independent, Chartered financial planning practice based in Stockport, owner-managed and built on a strong local reputation with excellent client reviews. It advises clients across the whole of the market on pensions, investments, protection and estate planning, with real strength in looking after business owners and higher-net-worth families. The firm is genuinely busy, and this Senior Paraplanner job has been created on the back of growth, not to backfill. The job: This is a hands-on Senior Paraplanner job with real client contact and a clear path to develop. Producing suitability reports and advice letters across pensions, investments, IHT and protection Carrying out the technical research and analysis the advisers rely on, from attitude to risk through to fund selection Attending client meetings alongside the advisers and building relationships with clients Reviewing existing client arrangements against their objectives and making recommendations Dealing with client queries directly when the advisers are out Maintaining and improving processes to keep work accurate and compliant What you'll need: Solid paraplanning experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Confident report writing and research skills Comfortable dealing with clients face to face Intelligent Office experience a real plus Level 4 Diploma is helpful but not essential. An experienced administrator who can genuinely paraplan will be considered, and exams are funded. The package: Salary up to £45,000 depending on experience Employer pension contributions 25 days' holiday plus bank holidays Death in service cover Paid parking Full exam and study support This is a full-time, office-based job in Stockport. Next steps: Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.

Juliette Lister and Lisa Tremlett are currently assisting clients Nationwide who are presently recruiting for Pensions candidates at ALL LEVELS. Home based or hybrid opportunities available, part time considered In order to apply for this role you MUST have experience within the UK Pensions industry. What we're looking for: Pensions Administrators Senior Pensions Administrators Implementation Analysts Data Technicians Pensions Technician GMP contract & Perm Trustee & Governance consultants Trustee & Governance Managers Project Managers Part/Fully Qualified Actuaries Pensions Team Leader This is a Profile Search and Selection vacancy who are operating as an Employment Agency. In order to apply for these positions candidates MUST have PENSIONS EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search. Profile Search and Selection are a specialist Pensions recruitment agency with opportunities nationwide - Please feel free to contact us direct should you wish to discuss any further vacancies

Trainee Financial Adviser - Enderby, Leicestershire, c.£45,000 + Bonus £5,000 (1st year)+ Car Allowance Career path: Structured two-year programme to Financial Planner Cass status within 12 months Long-term partnership opportunity A highly regarded, independently owned financial planning firm based in Enderby, Leicestershire is looking to appoint a Trainee Financial Planner as part of a structured two-year development programme. The firm has been serving high-net-worth clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets. This is a firm where careers are genuinely built. Partners in the business have progressed through exactly this route - from assistant to adviser to equity partner - and the firm's succession planning is designed to create that pathway for the right person again. For the fourth consecutive time this year, the business received a "Best Financial Adviser Firm to Work For" award from Professional Adviser, based on anonymous employee feedback and an independent review of company policy. That is not a marketing claim - it is a reflection of how the firm actually treats its people. ABOUT THE ROLE This is a structured two-year development role designed for an experienced financial services professional who is ready to step into client-facing financial planning and build towards full adviser status. It is also an ideal next step for a Paraplanner or Administrator who has developed strong technical knowledge and now wants to make the transition into a client-facing Financial Adviser role - with a structured pathway, full qualification support, and an established client pipeline to grow into. You will work alongside a Senior Financial Planner and Business Owner - attending client meetings, preparing documentation, developing technical skills, and building relationships with an established portfolio of high-net-worth clients. The pipeline is already in place. Your job is to learn the business, earn client trust, and develop the competence and confidence to manage your own portfolio independently. WHAT YOU WILL BE DOING Attending client meetings alongside a Senior Financial Planner, building relationships with an established portfolio of HNW clients Acting as a point of contact for client queries and ensuring timely, professional responses Preparing meeting documentation, producing detailed client meeting notes, and ensuring all action points are completed Analysing and documenting client data - income, expenditure, assets, liabilities, and objectives - accurately and in full Assisting in the preparation of holistic financial plans across pensions, investments, protection, and tax planning, supported by the paraplanning team Supporting new business development activity - building referral relationships with solicitors and accountants within a targeted geographic region WHAT YOU WILL NEED Experience in a financial services role at an IFA or Wealth Management firm Part-qualified or fully qualified at Level 4 Diploma in Financial Planning (CII DipPFS or equivalent)

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

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

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

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

Juliette Lister and Lisa Tremlett are currently assisting a third party pensions Company who are presently recruiting for Pensions Administrators at all levels with DB Pensions Experience Home based What we're looking for: What we're looking for:- Pension administration experience, particularly with DB pension schemes. Experience with calculations, payments and authorising work. Excellent numeracy and data inputting skills. Computer literate with experience using IT systems (Word, Outlook, Teams). Excellent accuracy, attention to detail and quality management skills. Strong communication skills, including written communication skills in a variety of communication channels. Ability to work under pressure and towards tight deadlines. Strong team working ethic and ability to coach and guide other employees. This is a Profile Search and Selection vacancy who are operating as an Employment Agency. In order to apply for these positions candidates MUST have DB AND/OR DC PENSIONS EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search. If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search. Profile Search and Selection are a specialist Pensions recruitment agency with opportunities nationwide - Please feel free to contact us direct should you wish to discuss any further vacancies

London Hybrid Up to £45,000 + Bonus + Benefits An established financial planning firm is looking for an experienced Senior Client Account Manager to join its London team. This is a senior, hands-on role for someone who has strong IFA administration experience, excellent organisation skills and the confidence to support both advisers and a small team. You will work closely with senior financial advisers, supporting their client relationships and making sure the day-to-day administration, client communication and follow-through are handled to a high standard. You will also help lead a small team of Client Account Managers / Administrators, setting the standard for quality, accuracy and client service. What's on offer? Salary up to £45,000, depending on experience Discretionary annual bonus Hybrid working, typically 2-3 days per week in the London office Strong employer pension contribution Private medical insurance Income protection Death-in-service cover 25 days' holiday plus bank holidays, with the option to buy more The Role This is a "player-coach" position. You will still be involved in the work yourself, but you will also support, guide and develop the people around you. You will be responsible for: Providing senior administrative support to two financial advisers and their clients Managing pre- and post-sales administration Building strong relationships with clients and keeping them updated throughout the advice process Taking ownership of more complex or sensitive cases Supporting a small team of Client Account Managers / Administrators Running regular team meetings and helping keep workload on track Supporting team development, training and one-to-ones Preparing accurate documentation, reports and client correspondence Making sure processes are followed and deadlines are met Using CRM systems and client portals effectively Working in line with FCA, GDPR, MiFID II and PRIIPs requirements What We're Looking For You will need previous experience working in an IFA, wealth management or financial planning firm. The ideal person will have: 7-10 years' experience in financial planning administration, client support or client account management Strong knowledge of IFA administration and adviser support Experience supporting clients directly, not just processing tasks Experience mentoring, supervising or leading others Excellent organisation and attention to detail Strong communication skills and a calm, professional manner Confidence using systems such as CRM platforms, Word, Excel, Outlook and Adobe A good working knowledge of pensions, investments, ISAs, bonds and protection Awareness of FCA regulations and compliance requirements Formal industry qualifications are supported and encouraged, but they are not essential. Experience, attitude and capability are more important for this role. Who This Would Suit This role would suit someone who enjoys being the person advisers and clients can rely on. You may already be a Senior Administrator, Client Account Manager, Client Services Manager, Team Leader or experienced IFA Administrator looking for more responsibility. It would suit someone who likes being hands-on, enjoys helping others develop and takes pride in delivering a high-quality client experience.

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.