72 jobs found

Introduction At Gallagher Benefit Services, youre a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether its shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change click apply for full job details

Trainee Paraplanner Leicester Up to £30,000 Full CII Study Support Looking to build a successful career in Financial Planning? Our client is a highly regarded boutique firm of Independent Financial Planners based in the Leicester area, renowned for delivering a personalised service to clients and providing a supportive, close-knit working environment for its employees. Due to continued growth and success, they are seeking an ambitious and detail-oriented IFA Administrator/ Trainee Paraplanner to join their expanding team. This is an excellent opportunity for someone looking to develop their career within Wealth Management and progress towards a Paraplanning role within a business that genuinely invests in its people. As a boutique practice, the firm offers a collaborative culture, direct exposure to experienced Financial Advisers, and clear opportunities for professional development. Full support will be provided towards CII qualifications, making this an ideal role for an individual keen to enhance their technical knowledge and build a long-term career in Financial Planning. The Opportunity This role is ideally suited to someone with at least 12 months' experience within Financial Services administration, particularly in pensions and investments. You'll join a friendly and forward-thinking team where structured training, mentoring and career progression are actively encouraged. Key Responsibilities " Processing new business applications, client valuations and illustrations " Preparing fund value reports and client documentation " Conducting research to support the financial planning process " Producing pension, investment and protection quotations and valuations " Managing Letters of Authority and maintaining accurate client records " Supporting Financial Advisers with ongoing client servicing and administrative duties About You " Previous experience within an IFA, Financial Planning or Wealth Management environment " Strong attention to detail and excellent organisational skills " A client-focused approach with a commitment to delivering exceptional service " Enthusiasm to learn, develop and progress within Financial Planning " Excellent written and verbal communication skills What's on Offer? " Salary up to £28,000 " Full support towards CII professional qualifications " Clear progression pathway into Paraplanning " Supportive and collaborative boutique working environment " Long-term career development within a growing and reputable firm This is a fantastic opportunity to join a respected boutique financial planning firm where your development is actively supported, your contributions are recognised, and genuine career progression is available. For further information, please contact one of our specialist consultants quoting reference NJR16806

Paraplanner Location: Edgbaston, Birmingham Salary: Up to £55,000 Duration: Full time, Permanent We are working with a Chartered Independent Financial Adviser based in Edgbaston who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £55,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Requirements: Level 4 diploma in regulated financial planning 2+ years experience in a paraplanning role What's Next? If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management

Introduction At Gallagher Benefit Services, youre a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether its shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change click apply for full job details

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Office-based (full-time) Salary: Competitive, dependent on experience Benefits: 24 days holiday plus bank holidays Office closed over Christmas period plus additional gifted day On-site parking available Casual dress code Dog-friendly office environment Supportive, close-knit team environment Progression Supported. About the Company: A well-established and professional financial planning firm providing holistic financial advice to a wide range of clients. The business has a strong focus on client service, technical accuracy, and long-term relationships. The team is small, collaborative, and highly experienced, offering a supportive environment where individuals are trusted to take ownership of their work. Key Responsibilities: Providing full administrative support to financial planners and paraplanners Processing new business across pensions, investments, and protection Using Intelligent Office (IO) to manage client records and workflows Liaising with providers to ensure timely and accurate processing of cases Preparing documentation for client meetings and reviews Supporting portfolio rebalancing (partial and full) Reviewing provider reports and maintaining accurate client data Ensuring compliance standards are met at all times Supporting the wider team with general office and client service duties What We're Looking For: Minimum 2 years' experience within an IFA/financial planning environment Strong working knowledge of Intelligent Office (IO) is essential Proven experience in financial services administration Ability to work in a fast-paced, client-focused environment Strong attention to detail and organisational skills Confident communicator with a professional approach Able to work independently as well as part of a team Must be based full-time in the office Desirable Skills: Experience using provider platforms (e.g. pensions and investment platforms) Understanding of portfolio rebalancing processes Exposure to report checking and client review preparation Experience working in a small, collaborative IFA team How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

Qualified Paraplanner Salary: £38,000 - £41,000 Location: Nuneaton Area (Hybrid) About the Role We are looking for a skilled Paraplanner to join our growing financial planning team. You will provide technical support to Financial Consultants and administration staff, prepare investment reports, and conduct market research. This is an excellent opportunity for an experienced paraplanner to work in a collaborative environment where accuracy, compliance, and client focus are paramount. Key Responsibilities " Create and compile investment reports for new and existing clients " Prepare pre-investment packs to support Financial Consultants' recommendations " Produce market research reports to ensure investment propositions remain competitive " Provide technical support to administrators as required " Maintain relationships with investment and insurance providers, supporting their management " Ensure all work adheres to FCA Conduct Rules and compliance standards Skills, Knowledge & Experience " Achieved, or working towards, Financial Planning Diploma (Level 4) " Minimum of 2 years' experience as a paraplanner in a similar financial services firm " Strong knowledge of investments, pensions, and financial services products " Understanding of investment PI awards and complex financial planning solutions " Ability to consider the needs of highly vulnerable clients " Proficiency in Microsoft Office applications " Excellent organisational, communication, and time management skills Personal Attributes " Meticulous attention to detail " Strong analytical and research capabilities " Professional and client-focused approach " Collaborative and supportive team player Apply today via NJR Recruitment or call quoting the reference NJR16464 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. We're looking for a Employee Benefits Administrator to join our growing Employee Benefits team at Titan Wealth. This is a fantastic opportunity to build your career within a collaborative, fast-paced environment where you'll support the delivery of high-quality Group Risk and Healthcare solutions. You'll work closely with Consultants, clients and insurers to ensure a seamless service-playing a key role in managing client queries, supporting renewals and maintaining accurate scheme data. As part of our Client Support team, you'll be responsible for supporting a portfolio of clients across Group Risk and Healthcare schemes, ensuring a high standard of service and accuracy at all times. Responsibilities Act as a key point of contact for clients, handling day-to-day queries in a professional and timely manner Support the renewal process, including: Collecting and validating membership data Liaising with insurers for quotations Preparing draft recommendation reports Produce and issue annual accounts accurately and within agreed timescales Support Group Risk claims and underwriting processes, liaising with insurers and stakeholders Monitor outstanding payments and proactively follow up with clients Assist with invoicing, ensuring accuracy and timely processing Manage mid-term adjustments, including joiners and leavers across schemes Maintain accurate and up-to-date records across internal systems Build strong relationships with clients, consultants and insurers Prioritise workload effectively to meet deadlines across multiple client requirements What we're looking for Skills High attention to detail, particularly when working with complex data Strong organisational skills with the ability to manage multiple priorities Clear and professional communication, both written and verbal A methodical and structured approach to problem-solving Strong Excel and MS Office skills, with the ability to analyse and reconcile data Proactive mindset with a sense of ownership and accountability A collaborative team player who supports wider business goals Experience Essential: Experience in an administration or client support role Experience working to deadlines/SLA-driven environments Strong stakeholder management skills (internal and external) Experience maintaining accurate records and ensuring data integrity Ability to prioritise and manage workload effectively Awareness of regulatory principles (e.g. Treating Customers Fairly / Consumer Duty) Desirable: Experience within financial services or insurance Exposure to employee benefits or group risk administration Knowledge of: Group Income Protection (GIP) Group Life Assurance (GLA) Private Medical Insurance (PMI) Understanding of workplace pensions administration Experience supporting renewal processes Qualifications Relevant qualifications are desirable but not essential Working towards or holding a CII qualification would be advantageous Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Are you an experienced Senior Pension Administrator looking for a new role? We are working with one of the UKs Top Pension Consultancies who have a range of Senior Administrator positions ranging across their UK offices. The firm will ensuring you have the time, tools, and systems needed to perform your role effectively and enjoyably. They are committed to excellence in both client and employee satisfaction, as well as industry recognition. To be considered for this role you will need to have previous experience in a similar role, either with a third-party administrator or within an in-house occupational pension scheme and be familiar with all aspects of Defined Benefit administration including calculating member benefit entitlements, preparing and compiling information and documentation and working with a range of stakeholders, including clients and scheme members and answering complex queries about the scheme. This is an excellent opportunity to join an established Third Party administrator who are committed to offering a good work/ life balance as well as offering excellent career progression and a generous Pension and wider benefits package. Please quote 52439 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

We are currently working on an exciting opportunity for a Senior Pension Administrator to join a large and growing organisation where you'll be part of a friendly and successful Pensions Administration team who take pride in delivering high-quality work for our clients, and you'll play a key role in upholding those standards. As a Senior Pensions Administrator, you will: Calculate member benefit entitlements accurately and efficiently Respond to queries from a range of stakeholders, including clients and scheme members Prepare and compile information and documentation as require We're looking for someone who brings Previous experience in a similar role, either with a third-party administrator or within an in-house occupational pension scheme Strong experience working with Defined Benefit (DB) pension schemes A proven track record of delivering outstanding customer service Excellent written and verbal communication skills Strong numeracy skills with exceptional attention to detail In return you will be rewarded with a comprehensive and competitive benefits package, including: Competitive salary with a discretionary annual bonus 25 days' holiday plus bank holidays, with the option to purchase additional leave Flexible working options, including hybrid/remote arrangements and family-friendly policies A strong focus on work-life balance, supported by a comprehensive wellbeing programme Generous pension scheme Please quote 52437 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each individual application. individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Formed in the 1980's to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an experienced IFA Administrator. You will provide full support to the Consultants and Paraplanners ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if this is your goal. You will have strong IT and communications skills and the desire to further your career. Local to the office in Surrey, Fetcham. Hybrid working is available. £neg Salary, depending on experience. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development. Please apply on-line or contact Cameron James for more information.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Financial Administrator Location: Kingsley Office (Office based) Salary: £30,000 - £35,000, dependent on experience Benefits: Competitive salary Pension scheme Death in Service cover Income Protection Private Medical Insurance Approximately 26 days holiday plus bank holidays Fully funded professional exams On-site parking Bi-annual company trips abroad (with alternate UK-based trips in other years) Ongoing training and development opportunities About the Company: We are working with a well-established financial advisory firm seeking an experienced Financial Administrator to join their Kingsley office. The successful candidate will join a supportive and collaborative administration team, working closely with a group of financial advisers to deliver a high-quality client service. This is a stable, long-term opportunity within a professional environment that offers progression and development within financial services administration. Key Responsibilities: Providing comprehensive administrative support to a team of financial advisers Processing new business applications across pensions, investments, and protection products Managing client records and ensuring all documentation is accurate and up to date Using Intelligent Office (IO) to manage workflows, client data, and administration tasks Liaising with product providers such as Fidelity, Aviva, and Quilter Processing contributions, withdrawals, fund switches, and fee calculations Preparing client review packs and supporting documentation Monitoring cases through to completion, ensuring timely progression Handling client and provider queries in a professional and efficient manner Supporting compliance with FCA regulations and internal procedures Assisting the wider administration team where required What We're Looking For: Minimum of 2 years' experience in a financial services administration role (IFA or wealth management) Strong understanding of financial products including pensions, investments, and protection Experience using Intelligent Office (IO) Strong organisational skills with excellent attention to detail Confident communication skills, both written and verbal Ability to manage workload effectively and prioritise tasks A proactive, self-motivated approach Strong team player with a professional attitude Must be able to work fully office based (non-negotiable) Desirable Skills: Experience working with provider platforms such as Fidelity, Aviva, and Quilter Exposure to fund switches, rebalancing, and risk profiling Knowledge of FCA compliance processes within an advisory environment Interest in progressing towards paraplanning or further technical development How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

Role Overview: We are partnered with a leading pensions organisation seeking a Senior Pension Projects Manager to support the delivery, governance, and oversight of its business-wide portfolio of pensions and transformation projects. This is a senior, high-visibility role sitting at the heart of the organisation's governance and control framework. You will be responsible for providing robust reporting, programme oversight, and management information to senior leadership, ensuring effective control of business priorities, resources, risks, and delivery performance. You will operate across multiple workstreams, working closely with executive stakeholders, internal teams, and external partners to ensure projects are delivered in line with agreed scope, budget, and timelines, while maintaining strong governance and financial control. Key Responsibilities: Provide programme-level oversight across a portfolio of pensions and business change initiatives Deliver high-quality reporting and management information to Programme Boards, Executive Management Teams, and senior stakeholders Develop, maintain, and enforce robust programme governance frameworks, including documentation standards, controls, and reporting processes Own and manage programme-level risk, ensuring risks are identified, assessed, mitigated, and escalated appropriately Monitor progress against business plans, budgets, and delivery timelines, reporting deviations and agreeing corrective actions Support the preparation and approval of project mandates, budgets, and business cases Lead resource planning and allocation across multiple teams, negotiating priorities with senior stakeholders and leadership teams Track and manage programme financials, including budget vs actuals, forecasts, and cost allocation across workstreams Ensure accurate and timely reporting of project and programme performance metrics Support the preparation of strategic papers, reports, and updates for Programme Boards and senior governance forums Coordinate input from internal teams, consultants, and external suppliers to support successful delivery of projects Identify opportunities to improve governance, reporting, delivery efficiency, and overall programme control Support effective communication between delivery teams and executive leadership Skills & Experience Required: Extensive experience in pensions administration, pensions consultancy, or pensions transformation environments Strong understanding of Defined Benefit (DB) pension schemes and operational frameworks Proven experience in programme management, PMO, portfolio management, or senior project governance roles Strong background in managing budgets, financial tracking, and forecasting across multiple workstreams Significant experience working with senior stakeholders, including boards, executives, and steering committees Excellent organisational and planning skills, with the ability to manage multiple priorities Strong understanding of risk management and governance frameworks within complex environments Confident communicator with experience producing and presenting high-quality MI and reporting packs Experience working with cross-functional teams, consultants, and third-party suppliers Proficient in MS Office tools including Excel, PowerPoint, SharePoint, and project tracking systems Project or programme management qualification (e.g. PRINCE2, MSP, APM) desirable

We have a fantastic opportunity to join our Governance and Pensions Solutions (GPS) team as a Govarnance and Pension Solution Consultant . The successful candidate will be working with some of the most prestigious clients in the industry, helping to deliver our exciting growth strategy, within a collegial environment whilst maintaining a healthy work-life balance. Ever increasing levels of pensions governance, coupled with employers reducing their in-house pensions resource, mean that high-quality pensions management services (trustee secretariat, governance and pensions outsourcing services) are in demand. GPS is one of the UK's leading providers of these services. This exciting role is part of a team providing exceptional support to a portfolio of clients and would suit an all-rounder with either a consulting or operations background. The successful candidate will have a strong occupational pensions background, coupled with excellent communication and organisational skills - they must also be able to build strong relationships with clients and stakeholders and contribute to the growth of the business. The successful candidate will work closely with colleagues in other parts of the business to ensure a high standard of client care and the development of client relationships to a trusting partnership. GPS is a key growth area within our Outsourcing function; a global line of business whose revenue is primarily driven by providing outsourced administration services to occupational pension funds working with some of the world's leading organisations. The location for the role is flexible, with travel requirements driven by client requirements. The Role Providing lead consultants with support on a portfolio of clients, including secretarial, governance and outsourcing services. Attending client meetings on a regular basis, assisting on governance matters and undertaking minute-taking Providing support to the wider consulting teams on ongoing and ad-hoc client work Delivering agreed workstreams Adhering to agreed service standards and fee agreements / budgets Ensuring that client billing is completed on time across your own portfolio of clients What you'll bring Previous experience within DB, DC or hybrid pensions Previous secretariat and governance experience Strong technical knowledge of governance and pensions consulting experience Ability to work in a fast-paced organisation Exceptional organisational skills and an ability to effectively prioritise work across multiple client relationships Experience of and a passion for managing member cases such as discretions, S125s, IDRPs advantageous. Flexibility with the ability to work under tight timescales without diluting the quality of work Commitment to professional delivery and exceptional service Strong influencing skills Excellent communication skills Excellent written skills. What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants.

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

Seeking GRADUATE Trainee Recruitment Consultant London £25-30K + OTE £45K in your first year! Are you a graduate wanting to be given the chance to earn a lot of money and be successful without the lure of false promises? We are a unique agency that does not believe in mass assessments but taking the time to individually meet our graduates, to get to know you as a person, who you are, your interests and what drives you. With this information we then put you across to leading Recruitment Companies based in Central London, that will be best suited to nurturing you as an individual. As your personal consultants, we promise to guide you through the whole recruitment process with preparing you for interviews and advising you on how to best communicate your talents and unleash your potential. We have numerous fantastic opportunities to kick start your career, with realistic chances to climb quickly through the ranks of some of the UK s fastest growing companies, covering numerous sectors across the board. You will be provided with leading training from day one, supported by approachable mentors and working environments that encourage you to flourish and reap them rewards! Ideal candidates will be: High achievers graduates that strive for excellence in everything they do. Fantastic communicators this is a fast-paced sales job and you ll need to be able to form strong relationships. Extremely competitive the ability to outperform your competitors and peers is crucial. Driven & proactive display the ability to go the extra mile and never give up. The role Generating new business Producing adverts for roles Social networking Interviewing and prepping Candidates Maintaining successful candidate and Client relationships Benefits Uncapped commission Multiple events, staff night outs and holidays Great work life balance Internal promotion based on meritocracy and unlimited career progression Comprehensive training scheme Generous staff incentives Holidays and pensions Fun, Lively and Vibrant offices If this role sounds ideal for you and would like to apply and find out more, please send your CV to (url removed)

If you are currently seeking a technical role within Pensions or seeking assistance with a current vacancy we are awaiting your call Just an informal chat at this stage is all we need to assess whether we can assist. Lisa Tremlett & Juliette Lister have over thirty years recruitment experience to the Pensions profession. Profile provides expert assistance in the recruitment of experienced personnel to Third Party Pensions Companies, In-house & Consultancies. Typical roles include DB/DC Pensions Consultants, Administration, Implementation, Pensions Data Analysts , GMP teams, Sipp/SSAS, Actuarial and Pensions Management. Over the years many of our candidates are organically grown through our names and reputation within the market place. We have an excellent rapport with a number of our candidates and clients through placing them many times within their careers which is demonstrated by our outstanding relationships with our key clients and applicants. Please contact Juliette Lister or Lisa Tremlett to discuss your career or current vacancies further.

Part-Time Accounts Assistant Location: Gateshead, Swalwell, with hybrid working options available after the completion of training. Hours: 20 hours per week, flexible across Mon-Fri, 8 AM - 5 PM Salary: 28,000 - 32,000 FTE (Pro Rata) Contract Type: Permanent Start date: WC/ 20th July 2026 Are you looking for a rewarding part-time opportunity in a dynamic construction and real estate environment? Our valued client is seeking a detail-oriented Accounts Assistant to join their small but dedicated team! If you have a knack for numbers and a passion for maintaining financial accuracy, we want to hear from you! What You'll Do: General Accounts Management: Handle various accounts tasks including credit control, sales & purchase ledger and monthly supplier reconciliations. Payroll Responsibilities: Utilise Sage Payroll (experience with any Sage packages is welcome) to manage payroll for up to 20 operatives, ensuring timely and accurate processing. Office Administration: Assist with general office tasks such as answering phones, managing post, and filing. Training Coordination: Update and maintain training records while arranging necessary training sessions for staff in line with the organisation's accreditations. Health & Safety Management: Keep H&S records updated as prompted by our external H&S Consultant, ensuring compliance with accreditation standards. Financial Calculations: Calculate business rebates and manage retentions held by main contractors, ensuring timely invoicing for release. Communication: Be the friendly voice on the phone and in emails, providing excellent support to colleagues and clients alike. Pensions Administration: Handle workplace pension tasks, including uploading files to the online portal. What We're Looking For: A team player who fits seamlessly into our relaxed office environment while demonstrating a strong work ethic. Someone with a keen eye for detail and a passion for accuracy in financial matters. Experience in accounting or administration, particularly with Sage Payroll or similar software, is a plus. Excellent communication skills and a proactive approach to problem-solving. Why Join Us? Flexible Work Hours: Enjoy a work-life balance that suits your lifestyle with flexible hours across the week. Hybrid Working Options: After training, you'll have the opportunity to work from home to enhance your work-life integration. Supportive Team Environment: Be part of a small, friendly team that values collaboration and positivity. Career Growth: With us, you'll have the chance to develop your skills and grow within the company. If you're ready to take the next step in your career and be part of a vibrant team in the Construction & Real Estate sector, we want to hear from you! Don't miss out on this exciting opportunity-apply today and embark on a rewarding journey with us! If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Permanent Recruitment Consultant - Newcastle 28k- 32k per annum (DOE) + OTE Due to significant growth across a wide range of sectors, there is an exciting opportunity to join the team in our office based in Newcastle, specialising in permanent recruitment. We have a number of desks that currently have live vacancies for permanent roles and it appears our extra growth will be coming from permanent placements. We are looking for recruitment consultants who understand the perm recruitment process and are able grow and maintain a desk, with the aspiration to progress onto a managerial role in the future. Your impact/duties as a Recruitment Consultant: Client Relationships: Not just over the phone, but face-to-face, you'll identify and develop existing and new client relationships. Talent Sourcing: Seek out skilled individuals with the right qualifications and experience. 360 Recruitment Process: From negotiating terms, to interviews to offer stages, you will manage the entire process. Top-Tier Service: Deliver exceptional service to ensure repeat business and outstanding recommendations Extra benefits of working as a Recruitment Consultant at Daniel Owen: Flexible Benefits: 23 days holiday per year, increasing each year up to your 5th year plus day off for your birthday Health and Well-Being: Contributory pension, private health care and life assurance. Director Incentives: Quarterly lunch incentives and personal treat vouchers Loyalty: Increased holiday with length of service and a gift of your choice at each milestone Jet-Setters Welcome: Reward trips, previous locations such as Marbella, Prague & Portugal Learning and Growth: We offer a Daniel Owen Academy for junior members of staff taking you through 12 weeks of group sessions and one to one training. Senior members of staff have their own tailored coaching and development which is typically carried out by a board member. Fast-Track Career: Our directors all climbed the ladder from within. Company funded recruitment specific qualifications: The company funds training and qualifications which offers all employees the opportunity to work towards MIRP Level 4 Management status Personalised one-on-onto coaching with One financial: Daniel Owen offers all employees the opportunity to unleash their financial potential and confidentially work alongside financial experts who will guide you through the labyrinth of mortgages, investments, savings, credit, and pensions. The Ideal Candidate for a Recruitment Consultant: Proven Professional: Whether in recruitment or sales (any sector), you know how to get results. Motivator and Ambitious: Inspire others and aspire to progress to a managerial role. Excellent Communicator: Posses brilliant communication skills face-to-face and via email Adaptable: Thrive in a fast-paced environment and pivot with changing priorities. Decision-Maker: You're not afraid to take the initiative If you envision a future where you're evolving, and making a significant impact within our dynamic team, please reach out to our Talent Acquisition Team for a confidential conversation. REGION123

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Account Executive - New Business Team Location: Colchester (Office Based) Salary: £30,000 - £33,500 (Dependent on experience) Benefits: • 23 days holiday + bank holidays (increasing to 25 days after 5 years' service) • Additional office closure over Christmas (extra days given, not taken from holiday allowance) • Death in Service policy • Income Protection (after qualifying period) • Workplace pension scheme • Parking provided / parking costs covered where available • Friendly, close-knit and supportive team environment • Training and exam support available for long-term development About the Company: A well-established and highly regarded Independent Financial Advisory (IFA) firm based in Colchester is continuing to expand its new business function due to increasing levels of business activity. The business is known for delivering high-quality wealth management services and maintaining strong, long-term client relationships. The environment is collaborative, supportive, and fast paced, with a strong emphasis on accuracy, teamwork, and seeing cases through from start to finish. The role has been created to support continued growth within the new business team. The business is also developing internal progression routes, with existing team members progressing into paraplanning roles, creating the need for additional support within the team. Key Responsibilities: • Processing new business applications for new and existing clients • Managing pension and ISA transfers from initiation through to completion • Handling trust applications and inheritance tax planning cases • Processing tax wrapper switches, withdrawals, and fund movements • Setting up pension income and investment income arrangements • Managing Letters of Authority and annuity applications • Submitting applications accurately across provider and internal systems • Tracking cases through to completion and providing regular updates • Liaising with clients and providers to resolve queries • Using Intelligent Office as the core CRM/database system • Working across platforms including Aberdeen, Fidelity, Quilter and others • Coordinating client payments and processing fund withdrawals What We're Looking For: • Minimum 2 years' experience within an IFA or wealth management environment (essential) • Strong experience in new business processing across pensions, investments, and related financial products • Proven ability to manage cases end-to-end • Excellent attention to detail and strong organisational skills • Confident communicator with strong relationship-building abilities • Team player who thrives in a collaborative, supportive office environment • Reliable and committed individual seeking a long-term role Desirable Skills: • Experience using Intelligent Office (IO) • Familiarity with platforms such as Aberdeen, Fidelity, Quilter or similar • Knowledge of ISA, pension transfer, and retirement income processes • Exposure to trust and/or inheritance tax related cases How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion

Functional Assessor (PIP ) Nurses, Occupational Therapists, Physiotherapists, Paramedics Hybrid roles available across East of England. Full & Part Time positions available (following completion of 10 week FT training) We are currently recruiting for hybrid remote Functional Assessors who would like a role that involves working from home and in the office with no weekends, bank holidays, or long shifts. Salary: £40,000 + Excellent Benefits & Bonuses Hours: Monday to Friday, 9:00am - 5:00pm Part Time also available Salary and Benefits Competitive Salary: £40,000 starting salary with £1000 increases after 6 and 12 months. Generous Bonuses: Up to 10% for quality and performance. Work-Life Balance: Enjoy 9am 5pm hours with no nights or weekends. Flexible Work Options: Full-time & Part-time roles available. Annual Leave: 25 days plus bank holidays, with an option to purchase up to 5 additional days. Pension Scheme: Up to 6% contributory pension scheme. Career Progression: Excellent internal advancement opportunities. Role Overview: Conduct Assessments: Evaluate claimants' health and/or work capabilities via phone and face-to-face assessments. Review Evidence: analyse medical evidence, health questionnaires, and daily living activities. Compile Reports: Produce detailed reports for the Department for Work and Pensions (DWP). Example Tasks: Interview claimants to understand their health conditions and daily challenges. Review medical records and write comprehensive reports. Provide recommendations based on thorough assessments. Who We Need: We are specifically seeking: Registered Adult Nurses (Adult, Mental Health, Learning Disability, General) Occupational Therapists (Adult-focused) Paramedics (Adult-focused) Physiotherapists (Adult-focused) Polite Note: Sponsorship is not available for these roles. Requirements: Experience: Minimum of 1-year post-registration recent experience in a relevant adult setting Registration: Must have at least 1 year of active registration with NMC or HCPC. Skills: Strong communication, effective assessment skills, proficient at typing/report-writing, and excellent IT skills are essential. How to Apply: If you are interested in this opportunity and would like to have a confidential discussion, please contact Nathan O Brien on (phone number removed) (WhatsApp available) or via email at (url removed) for more information. Alternatively, please apply to this advert and a consultant from the team will be in touch.