hackajob is collaborating with QBE Insurance to connect them with exceptional professionals for this role. Primary Details Time Type: Full time Worker Type: Employee Payroll Advisor Role Highlights This is a Fixed Term Contract role which will run until the end of 2026 Leeds based role with hybrid working. A great opportunity to combine hands-on payroll delivery with project involvement and continuous improvement, working across international teams to enhance processes and employee experience. The Opportunity This is a great opportunity to join QBE as a Payroll Advisor, acting as a key point of contact for QBE employees and providing responsive and high-quality payroll support. In this role, you will support the accurate and timely delivery of monthly payroll across the UK and Dubai through an outsourced provider, ensuring full compliance with all statutory requirements. Beyond core payroll processing, you will contribute to business projects and collaborate with European teams, applying your technical expertise to drive continuous improvement. Working closely with the wider People team across Europe and the Philippines, you will help strengthen processes, enhance efficiency, and reduce risk. About QBE At QBE, we get to the heart of what matters for our customers. And we do it all with a human touch. We're an international insurer with more than 13,000 people working across 26 countries - which means we're big enough for your ambitions, yet small enough for you to make a real impact. It's an exciting time. We're building momentum towards our vision to become the most consistent and innovative risk partner. What if you could have a positive impact - at work and in the world? As part of the QBE team, you'll get to spend every day working with people who are passionate, talented and kind. Your new role: Support the delivery of monthly outsourced payrolls for the UK and Dubai, ensuring accuracy, timeliness, and compliance with statutory legislation and internal audit requirements. Assist with the administration of employee benefits, including salary sacrifice arrangements and pensions. Collaborate with People Centres of Excellence to identify and implement process improvements that enhance efficiency and reduce risk. Provide clear and accurate payroll guidance to employees, covering areas such as PAYE, statutory requirements, compensation and benefits, pensions, and payroll policies. Contribute to HR and business projects, applying payroll expertise and technical knowledge to support successful delivery. Support month-end and year-end activities, including reporting, reconciliations, financial data preparation, and management of third-party deductions. Build and maintain up-to-date payroll knowledge through ongoing learning and professional development. Having the right to work in the UK is a requirement for this role. QBE may consider sponsorship at its discretion. About You Experience supporting UK payroll processes within an outsourced model, including statutory requirements, month- and year-end activities, data validation, benefits, and third-party deductions Experience supporting UK payroll processes within an in-house model, including statutory requirements, month- and year-end activities, data validation, benefits, and third-party deductions Strong customer focus, with the ability to provide accurate, clear payroll guidance and deliver a high-quality employee experience Confident communicator with proven ability to build effective working relationships with stakeholders, including payroll providers and internal teams (e.g. HR, Reward, and managers) Able to manage competing priorities and deliver to strict deadlines and service levels, particularly in a structured monthly payroll cycle Proactive approach to identifying process improvements, with the ability to contribute ideas that enhance efficiency, accuracy, and control Experience with payroll and HR systems (e.g. ADP, Workday) and strong Excel skills, with the ability to analyse, reconcile and interpret payroll data, alongside an interest in using technology and AI to improve ways of working Benefits We offer a range of benefits to help provide holistic support for your work life, whatever your circumstances. As well as the benefits below we also offer an extensive choice of other options to suit you! 30 days holiday a year with the option to buy up to 2 additional days. Flexible working - balancing work and life is important so our flexible working opportunities are open to all, this can include part-time, job share and compressed hours. Pension - you are automatically enrolled into the QBE pension plan, which entitles you to receive employer contributions of 10% of your basic salary. Private medical insurance - we fund fully comprehensive private medical cover for you and all the family. Family friendly policies - we offer 26 weeks leave at full pay regardless of gender identity, sexual orientation or how you become a parent. Short term remote work abroad - you can request up to 20 days per year to work remotely from certain locations abroad. Sustainable investing - we believe sustainable integration is important for long term financial, environmental, and social outcomes. Our pension strategy supports our net-zero goal to achieve year-on-year reductions in carbon footprint, by investing more in green businesses than the broader market, so your savings are looking after the planet's future, as well as your own. Cycle-to-Work - benefit from regular exercise whilst making your commute greener and cheaper, select and bike and/or accessories up to the value of £5,000. To learn more about benefits of working with us, click Rewarding our people - QBE European Operations Awards & Recognition We value our employee's experience with us and are proud to have been recognised for the following awards: Insurance Post British Insurance Awards 2025: Winner: Commercial Lines Insurer of the Year, Winner: Reinsurer of the Year - QBE Re, Winner: ESG, Diversity, Equity and Inclusion Initiative of the Year Insurance Post British Insurance Awards 2023: QBE rated as a 5-Star Employee To learn more about our achievements, click here How to Apply If you're looking for a career that combines your expertise and your empathy, click Apply today. Your career. At the heart of it. Skills: Commercial Acumen, Communication, Critical Thinking, Customer Service, Financial Products, High Accuracy, Human Resources (HR), Human Resources Policies, Intentional collaboration, Managing performance, Performance Management (PM), Process Improvements, Risk Management, Succession Planning, Talent Management Application Close Date: 18/06/:59 PM How to Apply: To submit your application, click "Apply" and follow the step by step process. Equal Employment Opportunity: QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.
Jul 15, 2026
Full time
hackajob is collaborating with QBE Insurance to connect them with exceptional professionals for this role. Primary Details Time Type: Full time Worker Type: Employee Payroll Advisor Role Highlights This is a Fixed Term Contract role which will run until the end of 2026 Leeds based role with hybrid working. A great opportunity to combine hands-on payroll delivery with project involvement and continuous improvement, working across international teams to enhance processes and employee experience. The Opportunity This is a great opportunity to join QBE as a Payroll Advisor, acting as a key point of contact for QBE employees and providing responsive and high-quality payroll support. In this role, you will support the accurate and timely delivery of monthly payroll across the UK and Dubai through an outsourced provider, ensuring full compliance with all statutory requirements. Beyond core payroll processing, you will contribute to business projects and collaborate with European teams, applying your technical expertise to drive continuous improvement. Working closely with the wider People team across Europe and the Philippines, you will help strengthen processes, enhance efficiency, and reduce risk. About QBE At QBE, we get to the heart of what matters for our customers. And we do it all with a human touch. We're an international insurer with more than 13,000 people working across 26 countries - which means we're big enough for your ambitions, yet small enough for you to make a real impact. It's an exciting time. We're building momentum towards our vision to become the most consistent and innovative risk partner. What if you could have a positive impact - at work and in the world? As part of the QBE team, you'll get to spend every day working with people who are passionate, talented and kind. Your new role: Support the delivery of monthly outsourced payrolls for the UK and Dubai, ensuring accuracy, timeliness, and compliance with statutory legislation and internal audit requirements. Assist with the administration of employee benefits, including salary sacrifice arrangements and pensions. Collaborate with People Centres of Excellence to identify and implement process improvements that enhance efficiency and reduce risk. Provide clear and accurate payroll guidance to employees, covering areas such as PAYE, statutory requirements, compensation and benefits, pensions, and payroll policies. Contribute to HR and business projects, applying payroll expertise and technical knowledge to support successful delivery. Support month-end and year-end activities, including reporting, reconciliations, financial data preparation, and management of third-party deductions. Build and maintain up-to-date payroll knowledge through ongoing learning and professional development. Having the right to work in the UK is a requirement for this role. QBE may consider sponsorship at its discretion. About You Experience supporting UK payroll processes within an outsourced model, including statutory requirements, month- and year-end activities, data validation, benefits, and third-party deductions Experience supporting UK payroll processes within an in-house model, including statutory requirements, month- and year-end activities, data validation, benefits, and third-party deductions Strong customer focus, with the ability to provide accurate, clear payroll guidance and deliver a high-quality employee experience Confident communicator with proven ability to build effective working relationships with stakeholders, including payroll providers and internal teams (e.g. HR, Reward, and managers) Able to manage competing priorities and deliver to strict deadlines and service levels, particularly in a structured monthly payroll cycle Proactive approach to identifying process improvements, with the ability to contribute ideas that enhance efficiency, accuracy, and control Experience with payroll and HR systems (e.g. ADP, Workday) and strong Excel skills, with the ability to analyse, reconcile and interpret payroll data, alongside an interest in using technology and AI to improve ways of working Benefits We offer a range of benefits to help provide holistic support for your work life, whatever your circumstances. As well as the benefits below we also offer an extensive choice of other options to suit you! 30 days holiday a year with the option to buy up to 2 additional days. Flexible working - balancing work and life is important so our flexible working opportunities are open to all, this can include part-time, job share and compressed hours. Pension - you are automatically enrolled into the QBE pension plan, which entitles you to receive employer contributions of 10% of your basic salary. Private medical insurance - we fund fully comprehensive private medical cover for you and all the family. Family friendly policies - we offer 26 weeks leave at full pay regardless of gender identity, sexual orientation or how you become a parent. Short term remote work abroad - you can request up to 20 days per year to work remotely from certain locations abroad. Sustainable investing - we believe sustainable integration is important for long term financial, environmental, and social outcomes. Our pension strategy supports our net-zero goal to achieve year-on-year reductions in carbon footprint, by investing more in green businesses than the broader market, so your savings are looking after the planet's future, as well as your own. Cycle-to-Work - benefit from regular exercise whilst making your commute greener and cheaper, select and bike and/or accessories up to the value of £5,000. To learn more about benefits of working with us, click Rewarding our people - QBE European Operations Awards & Recognition We value our employee's experience with us and are proud to have been recognised for the following awards: Insurance Post British Insurance Awards 2025: Winner: Commercial Lines Insurer of the Year, Winner: Reinsurer of the Year - QBE Re, Winner: ESG, Diversity, Equity and Inclusion Initiative of the Year Insurance Post British Insurance Awards 2023: QBE rated as a 5-Star Employee To learn more about our achievements, click here How to Apply If you're looking for a career that combines your expertise and your empathy, click Apply today. Your career. At the heart of it. Skills: Commercial Acumen, Communication, Critical Thinking, Customer Service, Financial Products, High Accuracy, Human Resources (HR), Human Resources Policies, Intentional collaboration, Managing performance, Performance Management (PM), Process Improvements, Risk Management, Succession Planning, Talent Management Application Close Date: 18/06/:59 PM How to Apply: To submit your application, click "Apply" and follow the step by step process. Equal Employment Opportunity: QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.
Chartered Financial Planner - London £80,000 - £95,000 Basic + Bonus + Full Benefits Minimum 5 Years' Experience Required We're currently working with a well-established and highly respected wealth management firm in London that is looking to appoint a Chartered Financial Planner to join its growing advisory team. This is a standout opportunity for an experienced adviser who wants to focus on delivering high-quality, holistic advice - with the added benefit of inheriting a substantial, recurring-income client bank from day one. The Opportunity The successful candidate will: Take over an established portfolio of loyal, ongoing clients Deliver holistic financial planning advice across pensions, investments, protection, tax and retirement planning Conduct annual and ongoing reviews Identify planning opportunities to improve client outcomes Work closely with an in-house paraplanning and administration team Operate within a strong compliance and governance framework This role is ideal for someone who enjoys relationship management and advice delivery, rather than heavy business development. About You Chartered Financial Planner (CII) status Minimum 5 years' experience in a client-facing advisory role Strong technical knowledge across pensions, investments and retirement planning Experience managing an existing client bank Professional, consultative and client-centric approach What's on Offer Inherited, well-maintained client portfolio Competitive basic salary (£80k-£95k depending on experience) Performance-related bonus Office based Full paraplanning & admin support Clear progression pathway within a growing firm
Jul 15, 2026
Full time
Chartered Financial Planner - London £80,000 - £95,000 Basic + Bonus + Full Benefits Minimum 5 Years' Experience Required We're currently working with a well-established and highly respected wealth management firm in London that is looking to appoint a Chartered Financial Planner to join its growing advisory team. This is a standout opportunity for an experienced adviser who wants to focus on delivering high-quality, holistic advice - with the added benefit of inheriting a substantial, recurring-income client bank from day one. The Opportunity The successful candidate will: Take over an established portfolio of loyal, ongoing clients Deliver holistic financial planning advice across pensions, investments, protection, tax and retirement planning Conduct annual and ongoing reviews Identify planning opportunities to improve client outcomes Work closely with an in-house paraplanning and administration team Operate within a strong compliance and governance framework This role is ideal for someone who enjoys relationship management and advice delivery, rather than heavy business development. About You Chartered Financial Planner (CII) status Minimum 5 years' experience in a client-facing advisory role Strong technical knowledge across pensions, investments and retirement planning Experience managing an existing client bank Professional, consultative and client-centric approach What's on Offer Inherited, well-maintained client portfolio Competitive basic salary (£80k-£95k depending on experience) Performance-related bonus Office based Full paraplanning & admin support Clear progression pathway within a growing firm
Role We are seeking an experienced and client-focused Financial Adviser to join our growing financial planning team. The successful candidate will be responsible for providing high-quality, regulated financial advice to individuals and/or businesses, helping clients achieve their financial goals through tailored financial planning strategies. This role offers the opportunity to build and maintain long-term client relationships within a supportive and professional environment, with strong administrative and paraplanning support. Responsibilities: Provide regulated Financial Advice across Pensions, Investments, Protection & Tax planning Conduct detailed fact-finding meetings with new and existing clients Develop and present bespoke financial plans and recommendations Build and maintain long-term relationships with clients through regular reviews Manage and grow a portfolio of clients, ensuring high levels of retention and service Work closely with Paraplanners and Administrators to ensure efficient delivery of advice Ensure all advice is compliant with FCA regulations and internal procedures Identify opportunities for new business and referrals Keep up to date with financial markets, products, and regulatory changes Skills & Experience Required: Diploma in Regulated Financial Planning (Level 4 ) CAS (Competent Adviser Status) preferred Experience as a Financial Adviser / Wealth Manager / Independent Financial Adviser (IFA) Strong knowledge of Financial Planning areas including Pensions, Investments, and Protection Proven ability to build and maintain client relationships Excellent communication and presentation skills Strong understanding of FCA regulations and compliance requirements Ability to work independently and manage a client book effectively Commercial awareness and strong business development skills
Jul 15, 2026
Full time
Role We are seeking an experienced and client-focused Financial Adviser to join our growing financial planning team. The successful candidate will be responsible for providing high-quality, regulated financial advice to individuals and/or businesses, helping clients achieve their financial goals through tailored financial planning strategies. This role offers the opportunity to build and maintain long-term client relationships within a supportive and professional environment, with strong administrative and paraplanning support. Responsibilities: Provide regulated Financial Advice across Pensions, Investments, Protection & Tax planning Conduct detailed fact-finding meetings with new and existing clients Develop and present bespoke financial plans and recommendations Build and maintain long-term relationships with clients through regular reviews Manage and grow a portfolio of clients, ensuring high levels of retention and service Work closely with Paraplanners and Administrators to ensure efficient delivery of advice Ensure all advice is compliant with FCA regulations and internal procedures Identify opportunities for new business and referrals Keep up to date with financial markets, products, and regulatory changes Skills & Experience Required: Diploma in Regulated Financial Planning (Level 4 ) CAS (Competent Adviser Status) preferred Experience as a Financial Adviser / Wealth Manager / Independent Financial Adviser (IFA) Strong knowledge of Financial Planning areas including Pensions, Investments, and Protection Proven ability to build and maintain client relationships Excellent communication and presentation skills Strong understanding of FCA regulations and compliance requirements Ability to work independently and manage a client book effectively Commercial awareness and strong business development skills
Robert Walters are delighted to be partnering with SKAO in their global search for a Chief Financial Officer to join their executive team, at a pivotal moment in the organisation's journey. Please note - all enquiries and applications MUST come through Robert Walters to be considered. Global applications welcome. As SKAO embarks on the transition from construction to full operation of the world's largest radio telescope, this high-profile leadership role offers you the chance to shape the financial future of a truly global scientific endeavour. You will be responsible for leading finance, procurement, ERP, and UK facilities teams across three continents, ensuring robust governance and compliance while supporting cutting-edge research infrastructure. This is an exceptional opportunity to work with international partners, government members, and diverse stakeholders, all within an environment that values flexibility, inclusivity, and professional growth. If you are passionate about making a lasting impact in science and technology on a global scale, SKAO provides the platform for your expertise to shine. What you'll do: Provide strategic financial advice and guidance to the Director General and senior managers to support organisational objectives. Deliver comprehensive financial reports and formal presentations to the SKAO Council and sub-committees, ensuring clarity and transparency in governance. Develop strong working relationships with external partners including member states, peer organisations, banks, auditors, advisors, contractors, and suppliers to foster effective collaboration. Drive cross-functional cooperation across all locations to enhance financial planning processes throughout the organisation. Oversee budgetary control and management practices to ensure value-for-money while maintaining operational excellence across the Observatory. Lead business continuity planning for Finance, Procurement, ERP, and UK Facilities functions by conducting risk analysis and implementing mitigation strategies. Manage SKAO's insurance strategy and portfolio while overseeing claims processes to safeguard organisational assets. Ensure financial systems are robust, compliant with best practice standards, and scalable for future growth initiatives. Maintain tax compliance and regulatory adherence across all relevant jurisdictions to minimise organisational risk. Direct all aspects of financial activities including accounting, cash flow management, treasury operations, audit processes, payroll administration, pensions oversight, procurement actions (including complex contracts), ERP system sponsorship (including e-Procurement), and facilities management for UK headquarters. What you bring: A member of an internationally recognised professional accounting body. with extensive experience in senior management roles within complex, global, multinational organisations. Demonstrated success operating in international contexts-building effective working relationships with internal teams as well as external stakeholders from diverse national and cultural backgrounds. Exceptional communication skills with commercial acumen-able to deliver clear business writing and operate effectively at strategic board level or equivalent settings. Proven ability as a strategic leader who brings analytical thinking alongside an enquiring mindset-capable of identifying opportunities for change that align with organisational needs now and into the future. Technical expertise in financial management including IFRS-based accounting standards; knowledge of international employment tax rules; contract law proficiency; advanced skills in budgeting, forecasting, reporting; familiarity with financial controls; risk management experience; hands-on approach to financial analysis. Experience managing procurement activities within an international setting-including complex construction contracts as well as operational procurement efficiency measures. Understanding of foreign currency transactions along with associated risks relevant to global operations. Advanced IT skills coupled with openness to adopting new technologies that drive process improvements across finance functions. Ability to collaborate effectively at both operational and strategic levels-delivering excellent services through distributed teams while contributing meaningfully to long-term planning initiatives. High integrity combined with commitment to good governance principles-demonstrating openness alongside dedication to equality, diversity, sustainability-and adaptability as a flexible team player. What sets this company apart: SKAO stands out as one of the world's most ambitious scientific collaborations-uniting governments from around the globe in pursuit of groundbreaking discoveries through radio astronomy. As an International Organisation headquartered in Cheshire but operating across three continents (UK, Australia, South Africa), SKAO offers unparalleled opportunities for professional growth within a supportive network committed to diversity and inclusion. Employees benefit from flexible working arrangements designed to accommodate personal circumstances while enabling meaningful contributions on a global stage. The culture is built on shared values of openness, respect for different perspectives, commitment to sustainability-and above all-a passion for advancing human knowledge through science. Joining SKAO means becoming part of a visionary community where your expertise can help shape history while enjoying access to world-class resources and collaborative networks. What's next: If you are ready to make your mark on one of the world's most exciting scientific projects while advancing your career at executive level-this is your moment! Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
Jul 15, 2026
Full time
Robert Walters are delighted to be partnering with SKAO in their global search for a Chief Financial Officer to join their executive team, at a pivotal moment in the organisation's journey. Please note - all enquiries and applications MUST come through Robert Walters to be considered. Global applications welcome. As SKAO embarks on the transition from construction to full operation of the world's largest radio telescope, this high-profile leadership role offers you the chance to shape the financial future of a truly global scientific endeavour. You will be responsible for leading finance, procurement, ERP, and UK facilities teams across three continents, ensuring robust governance and compliance while supporting cutting-edge research infrastructure. This is an exceptional opportunity to work with international partners, government members, and diverse stakeholders, all within an environment that values flexibility, inclusivity, and professional growth. If you are passionate about making a lasting impact in science and technology on a global scale, SKAO provides the platform for your expertise to shine. What you'll do: Provide strategic financial advice and guidance to the Director General and senior managers to support organisational objectives. Deliver comprehensive financial reports and formal presentations to the SKAO Council and sub-committees, ensuring clarity and transparency in governance. Develop strong working relationships with external partners including member states, peer organisations, banks, auditors, advisors, contractors, and suppliers to foster effective collaboration. Drive cross-functional cooperation across all locations to enhance financial planning processes throughout the organisation. Oversee budgetary control and management practices to ensure value-for-money while maintaining operational excellence across the Observatory. Lead business continuity planning for Finance, Procurement, ERP, and UK Facilities functions by conducting risk analysis and implementing mitigation strategies. Manage SKAO's insurance strategy and portfolio while overseeing claims processes to safeguard organisational assets. Ensure financial systems are robust, compliant with best practice standards, and scalable for future growth initiatives. Maintain tax compliance and regulatory adherence across all relevant jurisdictions to minimise organisational risk. Direct all aspects of financial activities including accounting, cash flow management, treasury operations, audit processes, payroll administration, pensions oversight, procurement actions (including complex contracts), ERP system sponsorship (including e-Procurement), and facilities management for UK headquarters. What you bring: A member of an internationally recognised professional accounting body. with extensive experience in senior management roles within complex, global, multinational organisations. Demonstrated success operating in international contexts-building effective working relationships with internal teams as well as external stakeholders from diverse national and cultural backgrounds. Exceptional communication skills with commercial acumen-able to deliver clear business writing and operate effectively at strategic board level or equivalent settings. Proven ability as a strategic leader who brings analytical thinking alongside an enquiring mindset-capable of identifying opportunities for change that align with organisational needs now and into the future. Technical expertise in financial management including IFRS-based accounting standards; knowledge of international employment tax rules; contract law proficiency; advanced skills in budgeting, forecasting, reporting; familiarity with financial controls; risk management experience; hands-on approach to financial analysis. Experience managing procurement activities within an international setting-including complex construction contracts as well as operational procurement efficiency measures. Understanding of foreign currency transactions along with associated risks relevant to global operations. Advanced IT skills coupled with openness to adopting new technologies that drive process improvements across finance functions. Ability to collaborate effectively at both operational and strategic levels-delivering excellent services through distributed teams while contributing meaningfully to long-term planning initiatives. High integrity combined with commitment to good governance principles-demonstrating openness alongside dedication to equality, diversity, sustainability-and adaptability as a flexible team player. What sets this company apart: SKAO stands out as one of the world's most ambitious scientific collaborations-uniting governments from around the globe in pursuit of groundbreaking discoveries through radio astronomy. As an International Organisation headquartered in Cheshire but operating across three continents (UK, Australia, South Africa), SKAO offers unparalleled opportunities for professional growth within a supportive network committed to diversity and inclusion. Employees benefit from flexible working arrangements designed to accommodate personal circumstances while enabling meaningful contributions on a global stage. The culture is built on shared values of openness, respect for different perspectives, commitment to sustainability-and above all-a passion for advancing human knowledge through science. Joining SKAO means becoming part of a visionary community where your expertise can help shape history while enjoying access to world-class resources and collaborative networks. What's next: If you are ready to make your mark on one of the world's most exciting scientific projects while advancing your career at executive level-this is your moment! Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
THE ROLE CAN BE BASED AT VARIOUS OFFICES ACROSS THE NORTH WEST Our client is an established and growing financial advice business who are looking to appoint an experienced IFA Administrator to support its advisory team and client base. The firm provides tailored guidance across areas such as retirement planning, investments and estate planning, placing a strong emphasis on high standards, regulatory compliance and positive client outcomes. Role & Responsibilities: Prepare and submit applications across a variety of financial products including pensions, investment accounts, protection policies and tax-efficient wrappers Coordinate the ongoing servicing of clients, including producing valuation reports and documentation for review meetings Communicate with providers and platforms to obtain information, track progress and resolve outstanding requirements Maintain detailed and accurate client records within internal systems, ensuring files meet compliance standards Act as a contact point for clients and third parties, handling queries efficiently and professionally Support advisers and paraplanners to ensure tasks are completed in a timely manner Carry out all duties in line with regulatory expectations and internal compliance procedures Do you have the following to apply? Previous experience in an administrative role within financial planning or wealth management Exposure to handling a range of financial products such as pensions, investments and protection Experience supporting both new business submissions and ongoing client servicing Familiarity with CRM/back-office systems and provider platforms Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. Clayton Davies is acting as an employment agency on behalf of our client.
Jul 15, 2026
Full time
THE ROLE CAN BE BASED AT VARIOUS OFFICES ACROSS THE NORTH WEST Our client is an established and growing financial advice business who are looking to appoint an experienced IFA Administrator to support its advisory team and client base. The firm provides tailored guidance across areas such as retirement planning, investments and estate planning, placing a strong emphasis on high standards, regulatory compliance and positive client outcomes. Role & Responsibilities: Prepare and submit applications across a variety of financial products including pensions, investment accounts, protection policies and tax-efficient wrappers Coordinate the ongoing servicing of clients, including producing valuation reports and documentation for review meetings Communicate with providers and platforms to obtain information, track progress and resolve outstanding requirements Maintain detailed and accurate client records within internal systems, ensuring files meet compliance standards Act as a contact point for clients and third parties, handling queries efficiently and professionally Support advisers and paraplanners to ensure tasks are completed in a timely manner Carry out all duties in line with regulatory expectations and internal compliance procedures Do you have the following to apply? Previous experience in an administrative role within financial planning or wealth management Exposure to handling a range of financial products such as pensions, investments and protection Experience supporting both new business submissions and ongoing client servicing Familiarity with CRM/back-office systems and provider platforms Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. Clayton Davies is acting as an employment agency on behalf of our client.
Pensions Project Manager The Solutions Project Manager oversees the delivery and support of the projects within the Transformation programme using Isio's project management processes and standards. The role requires pensions experience and practical knowledge of project delivery using Agile and Waterfall processes to deliver outputs to internal sponsors across the business. This role can be based in our Birmingham, Bristol, London or Belfast city centre office with a hybrid workstyle. What does the role entail? Delivering workstreams on time, scope and budget using Agile/Waterfall approaches. Management of the full project life cycle, including set-up, planning, progress reporting to key stakeholders, liaison with multiple stakeholders and third parties, project control and project close. Manage a variety of business and vendor tasks to weekly deliverables to keep the project on track. Run the daily stand-ups as required, establish if there are any 'blockers' and take ownership of issues to get these 'unblocked'. Multiple projects/workstreams delivered simultaneously. Using detailed project plans using JIRA Planning, tracking and mitigation management of scope, milestones, and deliverables. Stakeholder mapping and management of plans. Ensure key processes are documented, followed, measured, and reported on a regular basis. Identify and capture risks and issues, then mitigate or escalate as appropriate. Budget management and tracking to ensure project remains within approved budget. Sharing project management best practices and processes to continually develop and improve Isio's project management framework What we're looking for? Experience working in, and a good understanding of, UK Pensions. Delivering workstreams on time, scope and budget using Agile/Waterfall approaches. Management of the full project life cycle, including set-up, planning, progress reporting to key stakeholders, liaison with multiple stakeholders and third parties, project control and project close. Manage a variety of business and vendor tasks to weekly deliverables to keep the project on track. Run the daily stand-ups as required, establish if there are any 'blockers' and take ownership of issues to get these 'unblocked'. Multiple projects/workstreams delivered simultaneously. Using detailed project plans using JIRA Planning, tracking and mitigation management of scope, milestones, and deliverables. Stakeholder mapping and management of plans. Ensure key processes are documented, followed, measured, and reported on a regular basis. Identify and capture risks and issues, then mitigate or escalate as appropriate. Budget management and tracking to ensure project remains within approved budget. Sharing project management best practices and processes to continually develop and improve Isio's project management framework. Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits. About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Jul 15, 2026
Full time
Pensions Project Manager The Solutions Project Manager oversees the delivery and support of the projects within the Transformation programme using Isio's project management processes and standards. The role requires pensions experience and practical knowledge of project delivery using Agile and Waterfall processes to deliver outputs to internal sponsors across the business. This role can be based in our Birmingham, Bristol, London or Belfast city centre office with a hybrid workstyle. What does the role entail? Delivering workstreams on time, scope and budget using Agile/Waterfall approaches. Management of the full project life cycle, including set-up, planning, progress reporting to key stakeholders, liaison with multiple stakeholders and third parties, project control and project close. Manage a variety of business and vendor tasks to weekly deliverables to keep the project on track. Run the daily stand-ups as required, establish if there are any 'blockers' and take ownership of issues to get these 'unblocked'. Multiple projects/workstreams delivered simultaneously. Using detailed project plans using JIRA Planning, tracking and mitigation management of scope, milestones, and deliverables. Stakeholder mapping and management of plans. Ensure key processes are documented, followed, measured, and reported on a regular basis. Identify and capture risks and issues, then mitigate or escalate as appropriate. Budget management and tracking to ensure project remains within approved budget. Sharing project management best practices and processes to continually develop and improve Isio's project management framework What we're looking for? Experience working in, and a good understanding of, UK Pensions. Delivering workstreams on time, scope and budget using Agile/Waterfall approaches. Management of the full project life cycle, including set-up, planning, progress reporting to key stakeholders, liaison with multiple stakeholders and third parties, project control and project close. Manage a variety of business and vendor tasks to weekly deliverables to keep the project on track. Run the daily stand-ups as required, establish if there are any 'blockers' and take ownership of issues to get these 'unblocked'. Multiple projects/workstreams delivered simultaneously. Using detailed project plans using JIRA Planning, tracking and mitigation management of scope, milestones, and deliverables. Stakeholder mapping and management of plans. Ensure key processes are documented, followed, measured, and reported on a regular basis. Identify and capture risks and issues, then mitigate or escalate as appropriate. Budget management and tracking to ensure project remains within approved budget. Sharing project management best practices and processes to continually develop and improve Isio's project management framework. Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits. About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Family Enrolment Specialist Location: Bromley, Kent, Greater London (with travel to nurseries as required) Contract Type: Full-time Contract Length: Permanent Salary: £28,000 per annum Benefits: Birthday Off, 6 fully paid sick days, Cashback Healthcare Plan, Retail Discounts, Recognition & Reward, 50 % Childcare Discount, 24/7 Virtual GP Access, 24/7 Counselling Support, Discounted gym Membership, Personal Financial Advisor Access, Pension Discovery, Learning platform Access Join the Kindred Family - A Place to Grow, Thrive, and Make a Difference Kindred is a growing family of inspiring nurseries and preschools, known for our warm, home-from-home environments. Through meaningful moments and rich opportunities, we support children to grow and thrive throughout their early years. Our Support Team plays a vital role in shaping Kindred's success - supporting nurseries, driving growth, and making a difference in children's lives. If you're passionate about people, engagement, and making an impact, this could be the role for you. As a Family Enrolment Specialist , you will support occupancy growth across our nurseries by delivering high-quality sales, marketing, and engagement activity. Working closely with the Occupancy Manager, Marketing Team, and nursery teams, you'll help drive enquiries, improve conversion, and support nurseries to meet their occupancy targets. This role is remote but travel to our North and or South London Nurseires is essential. This role offers the chance to be part of a warm, inclusive environment where 91.71% of our team would recommend us as a great place to work. What You'll Be Doing Occupancy Growth & Sales Support Supporting the Occupancy Manager and Marketing Team to deliver local marketing and sales campaigns that generate qualified enquiries Travelling to nurseries to provide in-person coaching and support across the full family conversion journey Supporting priority nurseries through targeted action plans to improve occupancy outcomes Working across multiple nurseries to ensure consistent occupancy processes Sharing insights, updates, and best practice with nursery teams Marketing & Community Engagement Leading local community awareness initiatives to promote nursery services and brand visibility Supporting marketing events, open days, and family engagement activities Training & Collaboration Delivering and supporting training on sales, conversion, and marketing best practice Contributing to team strategy, planning, and continuous improvement Working proactively and independently while keeping your line manager informed Demonstrating Kindred's values in everything you do What You'll Need Essential Early Years Experience Strong organisational skills with excellent attention to detail Confident communication skills, written and verbal Ability to manage workload, meet deadlines, and work under pressure Understanding of confidentiality and data protection Confident using MS Office, CRMs, project management tools, and social media Desirable Experience within the childcare or education sector Why Join Kindred? At Kindred, we're more than a nursery group - we're a family . Supportive Culture - Our nurseries are built on strong relationships, teamwork, and a genuine sense of belonging. Career Development - Whether you're an apprentice or a seasoned professional, we offer clear progression pathways, structured training, and mentorship. Work-Life Balance - Enjoy structured working hours, flexible shift options, and hybrid roles (where applicable). Competitive Pay & Benefits - We regularly benchmark our salaries and offer generous benefits including bonuses, pensions, and paid leave. Award-Winning Family - Join a company that values recognition, personal growth, and team success. Our Recruitment Process Interviews: Rolling interviews Expected Start Date: ASAP Our process includes: Video interview Second-stage interview (remote or face-to-face as appropriate) Background checks, references, and verification in line with our Safer Recruitment Policy Ready to Start Your Kindred Journey? To apply for the Family Enrolment Specialist role, please click the Quick Apply button and submit your CV along with a short cover letter explaining your interest in the role. We aim to respond to all applicants within 2-5 working days .Thank you for considering a career with Kindred. As part of our commitment to safeguarding and promoting the welfare of children, the successful candidate will be subject to relevant background checks. ROL IND1
Jul 15, 2026
Full time
Family Enrolment Specialist Location: Bromley, Kent, Greater London (with travel to nurseries as required) Contract Type: Full-time Contract Length: Permanent Salary: £28,000 per annum Benefits: Birthday Off, 6 fully paid sick days, Cashback Healthcare Plan, Retail Discounts, Recognition & Reward, 50 % Childcare Discount, 24/7 Virtual GP Access, 24/7 Counselling Support, Discounted gym Membership, Personal Financial Advisor Access, Pension Discovery, Learning platform Access Join the Kindred Family - A Place to Grow, Thrive, and Make a Difference Kindred is a growing family of inspiring nurseries and preschools, known for our warm, home-from-home environments. Through meaningful moments and rich opportunities, we support children to grow and thrive throughout their early years. Our Support Team plays a vital role in shaping Kindred's success - supporting nurseries, driving growth, and making a difference in children's lives. If you're passionate about people, engagement, and making an impact, this could be the role for you. As a Family Enrolment Specialist , you will support occupancy growth across our nurseries by delivering high-quality sales, marketing, and engagement activity. Working closely with the Occupancy Manager, Marketing Team, and nursery teams, you'll help drive enquiries, improve conversion, and support nurseries to meet their occupancy targets. This role is remote but travel to our North and or South London Nurseires is essential. This role offers the chance to be part of a warm, inclusive environment where 91.71% of our team would recommend us as a great place to work. What You'll Be Doing Occupancy Growth & Sales Support Supporting the Occupancy Manager and Marketing Team to deliver local marketing and sales campaigns that generate qualified enquiries Travelling to nurseries to provide in-person coaching and support across the full family conversion journey Supporting priority nurseries through targeted action plans to improve occupancy outcomes Working across multiple nurseries to ensure consistent occupancy processes Sharing insights, updates, and best practice with nursery teams Marketing & Community Engagement Leading local community awareness initiatives to promote nursery services and brand visibility Supporting marketing events, open days, and family engagement activities Training & Collaboration Delivering and supporting training on sales, conversion, and marketing best practice Contributing to team strategy, planning, and continuous improvement Working proactively and independently while keeping your line manager informed Demonstrating Kindred's values in everything you do What You'll Need Essential Early Years Experience Strong organisational skills with excellent attention to detail Confident communication skills, written and verbal Ability to manage workload, meet deadlines, and work under pressure Understanding of confidentiality and data protection Confident using MS Office, CRMs, project management tools, and social media Desirable Experience within the childcare or education sector Why Join Kindred? At Kindred, we're more than a nursery group - we're a family . Supportive Culture - Our nurseries are built on strong relationships, teamwork, and a genuine sense of belonging. Career Development - Whether you're an apprentice or a seasoned professional, we offer clear progression pathways, structured training, and mentorship. Work-Life Balance - Enjoy structured working hours, flexible shift options, and hybrid roles (where applicable). Competitive Pay & Benefits - We regularly benchmark our salaries and offer generous benefits including bonuses, pensions, and paid leave. Award-Winning Family - Join a company that values recognition, personal growth, and team success. Our Recruitment Process Interviews: Rolling interviews Expected Start Date: ASAP Our process includes: Video interview Second-stage interview (remote or face-to-face as appropriate) Background checks, references, and verification in line with our Safer Recruitment Policy Ready to Start Your Kindred Journey? To apply for the Family Enrolment Specialist role, please click the Quick Apply button and submit your CV along with a short cover letter explaining your interest in the role. We aim to respond to all applicants within 2-5 working days .Thank you for considering a career with Kindred. As part of our commitment to safeguarding and promoting the welfare of children, the successful candidate will be subject to relevant background checks. ROL IND1
RECfinancial are currently shortlisting for this Leicestershire based business as it looks to recruit an experienced Part Time Payroll Administrator on a permanent business. If you're currently working in payroll, particularly from an advisory point of view, this role is for you. This well known business has a strong reputation within its field and looks to strengthen its team. You'll report into a passionate Payroll Manager and play an integral part of ensuring all areas of payroll are compliant with HRMC, pensions and payments. You may well already be in a similar role, looking for a new challenge or just a change of environment. Your role will involve; Organize and prioritize your workload, maintaining an up-to-date task list. Process payroll adhering to both weekly and monthly schedules. Verify accuracy of PAYE, NI, and pension deductions; ensure compliance with RTI and auto-enrolment regulations. Handle client communications, including payroll reports and compliance submissions. Manage PAYE and pension payments, and register relevant schemes. Address all areas of Payroll queries in a professional manner. What do we require as the Payroll Administrator? Strong technical knowledge of payroll, including calculations, PAYE/NI thresholds and pension schemes. Experience with systems such as Sage or Xero would be advantageous CIS returns are a bonus but not essential Ability to assist and mentor team members and cover for the Payroll Manager as needed. Effective communication with management and maintain confidentiality is essential. What's on offer for the Senior Payroll Administrator? £27000 - £30000 DOE / FTE Hybrid working Generous holidays Pension Career progression For further information on this fabulous opportunity, please call Neil on (phone number removed) / (phone number removed) or email (url removed) Please note we are unable to accept applications from candidates without UK experience and the need for sponsorship. INDREC
Jul 15, 2026
Full time
RECfinancial are currently shortlisting for this Leicestershire based business as it looks to recruit an experienced Part Time Payroll Administrator on a permanent business. If you're currently working in payroll, particularly from an advisory point of view, this role is for you. This well known business has a strong reputation within its field and looks to strengthen its team. You'll report into a passionate Payroll Manager and play an integral part of ensuring all areas of payroll are compliant with HRMC, pensions and payments. You may well already be in a similar role, looking for a new challenge or just a change of environment. Your role will involve; Organize and prioritize your workload, maintaining an up-to-date task list. Process payroll adhering to both weekly and monthly schedules. Verify accuracy of PAYE, NI, and pension deductions; ensure compliance with RTI and auto-enrolment regulations. Handle client communications, including payroll reports and compliance submissions. Manage PAYE and pension payments, and register relevant schemes. Address all areas of Payroll queries in a professional manner. What do we require as the Payroll Administrator? Strong technical knowledge of payroll, including calculations, PAYE/NI thresholds and pension schemes. Experience with systems such as Sage or Xero would be advantageous CIS returns are a bonus but not essential Ability to assist and mentor team members and cover for the Payroll Manager as needed. Effective communication with management and maintain confidentiality is essential. What's on offer for the Senior Payroll Administrator? £27000 - £30000 DOE / FTE Hybrid working Generous holidays Pension Career progression For further information on this fabulous opportunity, please call Neil on (phone number removed) / (phone number removed) or email (url removed) Please note we are unable to accept applications from candidates without UK experience and the need for sponsorship. INDREC
Pareto Financial Planning, part of K3 Advisory Group, has an opportunity for a highly experienced Paraplanner responsible for delivering complex financial planning support to our clients and adviser. Our Paraplanners plays a key role in the delivery of high-quality client outcomes. This position operates on a hybrid basis, 3 days in our Manchester office and 2 days from home each week. Key Responsibilities Financial Planning & Analysis Conduct triage to identify information required to compile each financial plan recommendation. Identify areas for planning. Discuss and establish client objectives with the financial adviser. Analyse client fact-finds to identify needs, priorities and potential solutions. Conduct research on financial products, providers and market trends. Perform cashflow modelling and scenario analysis. Liaise with the client's legal and tax advisers if appropriate. Consider current and future allocation of assets for investment strategy with regard to client's risk profile and their objectives. Prepare suitability reports and financial plans in line with client objectives and regulatory standards. Liaise with the Administration teams to ensure any recommendations are correctly implemented. Technical, Risk & Compliance Provide technical expertise across pensions, investments, protection, and financial planning. Ensure all recommendations are compliant with FCA regulations and company procedures. Keep up to date with legislative and market changes. Maintain accurate and up-to-date client records. Liaise with providers, platforms, and internal teams to progress cases. Adviser Support Work closely with Financial Advisers to develop appropriate strategies for clients. Attend client meetings when required to support technical discussions. Assist in preparing review packs and client documentation. Skills & Experience Minimum of 4 years' experience at a Paraplanner level. Ideally, Diploma 4 qualified in Regulated Financial Planning Excellent analytical and report-writing skills. Reward Package 35 hours per week Hybrid Working (3 days Office and 2 days at Home - full time employee). 25 days holiday plus Bank Holidays. 1 x holiday - Birthday holiday Loyalty holidays with continued service. Christmas Closure (need to retain 3 days from allowance). Profit Sharing Scheme. Pension (auto-enrolment, then increasing dependent on length of service). Private Medical Insurance (after 12 months). Life Assurance. Long Term Service Awards. Fully funded company social events - summer and winter. Generous Study/Training Program.
Jul 14, 2026
Full time
Pareto Financial Planning, part of K3 Advisory Group, has an opportunity for a highly experienced Paraplanner responsible for delivering complex financial planning support to our clients and adviser. Our Paraplanners plays a key role in the delivery of high-quality client outcomes. This position operates on a hybrid basis, 3 days in our Manchester office and 2 days from home each week. Key Responsibilities Financial Planning & Analysis Conduct triage to identify information required to compile each financial plan recommendation. Identify areas for planning. Discuss and establish client objectives with the financial adviser. Analyse client fact-finds to identify needs, priorities and potential solutions. Conduct research on financial products, providers and market trends. Perform cashflow modelling and scenario analysis. Liaise with the client's legal and tax advisers if appropriate. Consider current and future allocation of assets for investment strategy with regard to client's risk profile and their objectives. Prepare suitability reports and financial plans in line with client objectives and regulatory standards. Liaise with the Administration teams to ensure any recommendations are correctly implemented. Technical, Risk & Compliance Provide technical expertise across pensions, investments, protection, and financial planning. Ensure all recommendations are compliant with FCA regulations and company procedures. Keep up to date with legislative and market changes. Maintain accurate and up-to-date client records. Liaise with providers, platforms, and internal teams to progress cases. Adviser Support Work closely with Financial Advisers to develop appropriate strategies for clients. Attend client meetings when required to support technical discussions. Assist in preparing review packs and client documentation. Skills & Experience Minimum of 4 years' experience at a Paraplanner level. Ideally, Diploma 4 qualified in Regulated Financial Planning Excellent analytical and report-writing skills. Reward Package 35 hours per week Hybrid Working (3 days Office and 2 days at Home - full time employee). 25 days holiday plus Bank Holidays. 1 x holiday - Birthday holiday Loyalty holidays with continued service. Christmas Closure (need to retain 3 days from allowance). Profit Sharing Scheme. Pension (auto-enrolment, then increasing dependent on length of service). Private Medical Insurance (after 12 months). Life Assurance. Long Term Service Awards. Fully funded company social events - summer and winter. Generous Study/Training Program.
Paraplanner (Part-time) £30,000 to £38,000 FTE plus benefits This highly regarded firm of Independent Financial Advisors provides advice across a wide range of private clients and is one of region's well-known names. Due to continued growth and workload they now require a part-time Paraplanner to provide technical assistance to Independent Financial Advisors within the firm. You will be responsible for providing a full paraplanning service across pensions, investments and cashflow modelling including - research report writing preparation for meetings liaison with providers client communications database management platform work Applicants must have experience of working in a technical role within an IFA environment. Hours are negotiable and flexible though will probably be around 20 hours per week. Good benefits package over and above the basic salary. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. We also support firms growing through acquisition and owners seeking to exit their business.
Jul 14, 2026
Full time
Paraplanner (Part-time) £30,000 to £38,000 FTE plus benefits This highly regarded firm of Independent Financial Advisors provides advice across a wide range of private clients and is one of region's well-known names. Due to continued growth and workload they now require a part-time Paraplanner to provide technical assistance to Independent Financial Advisors within the firm. You will be responsible for providing a full paraplanning service across pensions, investments and cashflow modelling including - research report writing preparation for meetings liaison with providers client communications database management platform work Applicants must have experience of working in a technical role within an IFA environment. Hours are negotiable and flexible though will probably be around 20 hours per week. Good benefits package over and above the basic salary. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. We also support firms growing through acquisition and owners seeking to exit their business.
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.
Jul 14, 2026
Full time
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.
Senior Payroll Advisor 35,000 - 40,000 + Excellent Benefits Romford, Essex Hybrid Working 1 Day Office / 4 Days Home Permanent Full-Time The Opportunity We're partnering with a highly respected professional services organisation seeking a Senior Payroll Advisor to join their established payroll bureau team. This is a client-facing position managing a portfolio of complex payrolls across multiple sectors, providing expert guidance on payroll legislation, pensions, benefits, and compliance matters. The Role As Senior Payroll Advisor, you'll take ownership of multiple client payrolls, ensuring accurate and compliant payroll delivery while providing expert advice on payroll legislation and best practice. Key responsibilities include: Managing end-to-end payroll processing across weekly, monthly, and annual payroll cycles Administering complex payroll arrangements including payrolled benefits, share schemes, Teachers' Pensions, expatriate payrolls, and multi-entity payrolls Managing payrolls across multiple sites, brands, and legal entities with differing pay structures and rules Handling HMRC correspondence, RTI submissions, statutory reporting, reconciliations, and year-end activities including P60 production Administering auto-enrolment and complex pension schemes in line with regulatory requirements Operating IRIS Payroll Professional at an advanced level Supporting payroll implementations, parallel runs, and new client onboarding projects Advising clients on holiday pay calculations, Working Time Regulations, statutory payments, and payroll compliance matters Acting as a senior escalation point for complex payroll queries and technical issues Mentoring and supporting junior payroll professionals within the team Contributing to process improvements and payroll best practice initiatives About You We're looking for an experienced payroll professional who enjoys managing complexity and building trusted relationships with clients. You'll ideally have: A minimum of 3 years' payroll processing experience Previous experience within a payroll bureau, accountancy practice, professional services, or client-facing payroll environment Strong knowledge of UK payroll legislation, statutory payments, and compliance requirements Experience managing auto-enrolment and complex pension arrangements Exposure to expatriate, international, or multi-country payroll environments Advanced experience using IRIS Payroll Professional Strong Excel skills, including data analysis and reporting functionality Excellent communication skills with the ability to explain technical payroll matters clearly The confidence to manage client relationships independently CIPP qualification (desirable but not essential) Feel free to apply, connect or contact me at (url removed) JGA Recruitment Group Ltd ("We") are committed to equality of opportunity for all applications regardless of , disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. We strongly encourage suitably qualified applicants from a wide range of backgrounds to apply. We are also committed to protecting and respecting your privacy. We are a specialist payroll, HR & Reward recruitment agency and recruitment business as defined in the Employment Agencies and Employment Businesses Regulations 2003 (our business). These statements together with our privacy notices set out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.
Jul 14, 2026
Full time
Senior Payroll Advisor 35,000 - 40,000 + Excellent Benefits Romford, Essex Hybrid Working 1 Day Office / 4 Days Home Permanent Full-Time The Opportunity We're partnering with a highly respected professional services organisation seeking a Senior Payroll Advisor to join their established payroll bureau team. This is a client-facing position managing a portfolio of complex payrolls across multiple sectors, providing expert guidance on payroll legislation, pensions, benefits, and compliance matters. The Role As Senior Payroll Advisor, you'll take ownership of multiple client payrolls, ensuring accurate and compliant payroll delivery while providing expert advice on payroll legislation and best practice. Key responsibilities include: Managing end-to-end payroll processing across weekly, monthly, and annual payroll cycles Administering complex payroll arrangements including payrolled benefits, share schemes, Teachers' Pensions, expatriate payrolls, and multi-entity payrolls Managing payrolls across multiple sites, brands, and legal entities with differing pay structures and rules Handling HMRC correspondence, RTI submissions, statutory reporting, reconciliations, and year-end activities including P60 production Administering auto-enrolment and complex pension schemes in line with regulatory requirements Operating IRIS Payroll Professional at an advanced level Supporting payroll implementations, parallel runs, and new client onboarding projects Advising clients on holiday pay calculations, Working Time Regulations, statutory payments, and payroll compliance matters Acting as a senior escalation point for complex payroll queries and technical issues Mentoring and supporting junior payroll professionals within the team Contributing to process improvements and payroll best practice initiatives About You We're looking for an experienced payroll professional who enjoys managing complexity and building trusted relationships with clients. You'll ideally have: A minimum of 3 years' payroll processing experience Previous experience within a payroll bureau, accountancy practice, professional services, or client-facing payroll environment Strong knowledge of UK payroll legislation, statutory payments, and compliance requirements Experience managing auto-enrolment and complex pension arrangements Exposure to expatriate, international, or multi-country payroll environments Advanced experience using IRIS Payroll Professional Strong Excel skills, including data analysis and reporting functionality Excellent communication skills with the ability to explain technical payroll matters clearly The confidence to manage client relationships independently CIPP qualification (desirable but not essential) Feel free to apply, connect or contact me at (url removed) JGA Recruitment Group Ltd ("We") are committed to equality of opportunity for all applications regardless of , disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. We strongly encourage suitably qualified applicants from a wide range of backgrounds to apply. We are also committed to protecting and respecting your privacy. We are a specialist payroll, HR & Reward recruitment agency and recruitment business as defined in the Employment Agencies and Employment Businesses Regulations 2003 (our business). These statements together with our privacy notices set out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.
In this Employed Financial Advisor job, you will focus on delivering high quality financial advice to a mix of new and existing clients. You will benefit from a structured environment with access to potential client opportunities, alongside the flexibility of working from home and optional office access. As an Employed Financial Advisor, your responsibilities will include: • Providing holistic financial advice across pensions, investments and protection • Managing and developing long term client relationships • Working with both provided clients and self generated business • Ensuring advice remains compliant with FCA standards • Managing your own workload in a flexible, home based setting This Employed Financial Advisor job suits someone who wants the security of a salary whilst still having the opportunity to increase earnings based on performance and production levels. Employed Financial Advisor Requirements • Essential: Minimum 2 years experience as a Financial Advisor • Essential: Level 4 Diploma qualified (or equivalent) • Essential: Strong track record of delivering compliant advice • Desirable: Ability to manage or build a client pipeline The Company You will be joining an established and growing wealth management business with a strong adviser network and experienced internal support team. They provide a collaborative environment where advisors are supported to succeed and grow. Employed Financial Advisor Benefits • salary dependent on experience • Bonus and earning potential linked to performance • Access to potential client opportunities • Hybrid role with occasional attendance to Harrogate • Strong administrative and back office support Location You should be based within one hour of Harrogate. If you are an experienced advisor seeking a flexible Employed Financial Advisor job with strong long term potential, please apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Jul 14, 2026
Full time
In this Employed Financial Advisor job, you will focus on delivering high quality financial advice to a mix of new and existing clients. You will benefit from a structured environment with access to potential client opportunities, alongside the flexibility of working from home and optional office access. As an Employed Financial Advisor, your responsibilities will include: • Providing holistic financial advice across pensions, investments and protection • Managing and developing long term client relationships • Working with both provided clients and self generated business • Ensuring advice remains compliant with FCA standards • Managing your own workload in a flexible, home based setting This Employed Financial Advisor job suits someone who wants the security of a salary whilst still having the opportunity to increase earnings based on performance and production levels. Employed Financial Advisor Requirements • Essential: Minimum 2 years experience as a Financial Advisor • Essential: Level 4 Diploma qualified (or equivalent) • Essential: Strong track record of delivering compliant advice • Desirable: Ability to manage or build a client pipeline The Company You will be joining an established and growing wealth management business with a strong adviser network and experienced internal support team. They provide a collaborative environment where advisors are supported to succeed and grow. Employed Financial Advisor Benefits • salary dependent on experience • Bonus and earning potential linked to performance • Access to potential client opportunities • Hybrid role with occasional attendance to Harrogate • Strong administrative and back office support Location You should be based within one hour of Harrogate. If you are an experienced advisor seeking a flexible Employed Financial Advisor job with strong long term potential, please apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Pension Administrator - Permanent - Full Time - up to 28K DOE We are seeking a highly organised and detail-oriented Pensions Administrator to join our client based near Cheadle. This is an exciting opportunity to work alongside three Financial Advisors giving you progression and development opportunities. Duties Perform data entry tasks with a high level of accuracy. Manage office correspondence, including phone calls and emails, demonstrating excellent phone etiquette. Maintain organised filing systems for both physical and digital documents. Coordinate meetings, including scheduling, preparing agendas, and taking minutes. Support with pension and investment queries from clients Working through tasks escalating to senior team members when needed Provide general administrative support to team members as required. Requirements Proven experience in an administrative or clerical role is preferred. Knowledge of pensions is desirable Proficiency in Microsoft Packages Strong organisational skills with the ability to manage multiple tasks effectively. Excellent attention to detail and accuracy in data entry. Good communication skills, both written and verbal. Ability to work independently as well as part of a team. Please send us your CV and call Charlotte on (phone number removed) for a confidential discussion. Please note that due to high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.
Jul 14, 2026
Full time
Pension Administrator - Permanent - Full Time - up to 28K DOE We are seeking a highly organised and detail-oriented Pensions Administrator to join our client based near Cheadle. This is an exciting opportunity to work alongside three Financial Advisors giving you progression and development opportunities. Duties Perform data entry tasks with a high level of accuracy. Manage office correspondence, including phone calls and emails, demonstrating excellent phone etiquette. Maintain organised filing systems for both physical and digital documents. Coordinate meetings, including scheduling, preparing agendas, and taking minutes. Support with pension and investment queries from clients Working through tasks escalating to senior team members when needed Provide general administrative support to team members as required. Requirements Proven experience in an administrative or clerical role is preferred. Knowledge of pensions is desirable Proficiency in Microsoft Packages Strong organisational skills with the ability to manage multiple tasks effectively. Excellent attention to detail and accuracy in data entry. Good communication skills, both written and verbal. Ability to work independently as well as part of a team. Please send us your CV and call Charlotte on (phone number removed) for a confidential discussion. Please note that due to high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.
This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to service an existing client bank in South Wales Role and Responsibilities Provide regulated financial advice across investments, pensions, protection, and tax planning click apply for full job details
Jul 14, 2026
Full time
This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to service an existing client bank in South Wales Role and Responsibilities Provide regulated financial advice across investments, pensions, protection, and tax planning click apply for full job details
Job Summary/Introduction Pension Administrator (Open to Graduates) Salary: £26,000 - £28,000 per annum + Genuine career progression and excellent benefits Location: Manchester City Centre Are you an organised and driven individual looking to advance your career in pensions and financial services? Our client is seeking a motivated professional to join their team as a Pension Administrator. This role is integral to the firm's operations, providing essential administrative support and working closely with advisory teams. Competitive Salary: £26,000 - £28,000 per annum Working Hours: Monday to Friday Location: Office-based in Manchester City Centre Benefits Package: 25 days holiday + Bank Holidays (33 days total), pension match up to 8%, share scheme, discretionary bonus, death in service cover, private healthcare, and more! Career Development: Paid training and clear progression opportunities Key Responsibilities: As a Pension Administrator, you will play a key role in ensuring the smooth running of day-to-day operations. Your responsibilities will include liaising with insurance and pension providers, assisting clients with documentation, maintaining accurate records, supporting financial advisors, and completing administrative tasks efficiently. Manage daily communications with insurance and pension providers to ensure a professional and seamless experience. Assist clients with completing internal documentation accurately and efficiently. Maintain detailed client records while ensuring confidentiality and compliance with data protection standards. Support financial advisors by preparing and processing client-related documents to enhance service delivery. Execute administrative tasks promptly while adhering to company policies and regulatory guidelines. Foster effective communication within the advisory team to promote collaboration and productivity. Regularly update internal systems and documents to reflect current information and practices. What We're Looking For: A strong background within administration or high-volume customer service Exceptional organisational skills to manage daily tasks effectively. Strong communication skills for seamless collaboration within the team. A proactive approach to completing administrative duties while adhering to regulations and company standards. Next Steps: Ready to take the next step in your career? Apply online today to become part of our client's dynamic team as a Pension Administrator! Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
Jul 14, 2026
Full time
Job Summary/Introduction Pension Administrator (Open to Graduates) Salary: £26,000 - £28,000 per annum + Genuine career progression and excellent benefits Location: Manchester City Centre Are you an organised and driven individual looking to advance your career in pensions and financial services? Our client is seeking a motivated professional to join their team as a Pension Administrator. This role is integral to the firm's operations, providing essential administrative support and working closely with advisory teams. Competitive Salary: £26,000 - £28,000 per annum Working Hours: Monday to Friday Location: Office-based in Manchester City Centre Benefits Package: 25 days holiday + Bank Holidays (33 days total), pension match up to 8%, share scheme, discretionary bonus, death in service cover, private healthcare, and more! Career Development: Paid training and clear progression opportunities Key Responsibilities: As a Pension Administrator, you will play a key role in ensuring the smooth running of day-to-day operations. Your responsibilities will include liaising with insurance and pension providers, assisting clients with documentation, maintaining accurate records, supporting financial advisors, and completing administrative tasks efficiently. Manage daily communications with insurance and pension providers to ensure a professional and seamless experience. Assist clients with completing internal documentation accurately and efficiently. Maintain detailed client records while ensuring confidentiality and compliance with data protection standards. Support financial advisors by preparing and processing client-related documents to enhance service delivery. Execute administrative tasks promptly while adhering to company policies and regulatory guidelines. Foster effective communication within the advisory team to promote collaboration and productivity. Regularly update internal systems and documents to reflect current information and practices. What We're Looking For: A strong background within administration or high-volume customer service Exceptional organisational skills to manage daily tasks effectively. Strong communication skills for seamless collaboration within the team. A proactive approach to completing administrative duties while adhering to regulations and company standards. Next Steps: Ready to take the next step in your career? Apply online today to become part of our client's dynamic team as a Pension Administrator! Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
Key Responsibilities Manage Pension Plans : Oversee the administration of various pension plans, to ensure they are compliant with regulations and organisational policies. Record Maintenance : Maintain accurate records of contributions, benefits, and plan changes. Client Communication : Serve as a point of contact for clients, providing guidance and information regarding pension-related inquiries. Process Applications : Review and process retirement applications, ensuring all necessary documentation is complete and accurate. Reporting : Prepare and submit required reports to clients/advisors and regulatory bodies. Qualifications Experience : Relevant experience in pension administration (2 to 4 years minimum). Skills Strong knowledge of pension schemes and regulations Excellent attention to detail and accuracy in data entry and calculations Proficient in using pension administration software and Microsoft Office Suite Effective communication skills to liaise with clients, colleagues, and external stakeholders Ability to prioritize and manage multiple tasks within deadlines Problem-solving and analytical skills to resolve complex pension queries Strong organizational skills to maintain accurate records and documentation Understanding of financial and numerical concepts for pension calculations Ability to work independently and as part of a team in a fast-paced environment Commitment to maintaining confidentiality and data protection standards Day-to-day tasks As a pensions administrator you will: answer customer queries by email, phone or letter use a computer system to check and update records calculate the amount of money people will receive process money paid towards a person's pension transfer benefits from one pension to another arrange the payment of pensions keep up to date with pension and tax laws Supporting Investment and insurance administration
Jul 14, 2026
Full time
Key Responsibilities Manage Pension Plans : Oversee the administration of various pension plans, to ensure they are compliant with regulations and organisational policies. Record Maintenance : Maintain accurate records of contributions, benefits, and plan changes. Client Communication : Serve as a point of contact for clients, providing guidance and information regarding pension-related inquiries. Process Applications : Review and process retirement applications, ensuring all necessary documentation is complete and accurate. Reporting : Prepare and submit required reports to clients/advisors and regulatory bodies. Qualifications Experience : Relevant experience in pension administration (2 to 4 years minimum). Skills Strong knowledge of pension schemes and regulations Excellent attention to detail and accuracy in data entry and calculations Proficient in using pension administration software and Microsoft Office Suite Effective communication skills to liaise with clients, colleagues, and external stakeholders Ability to prioritize and manage multiple tasks within deadlines Problem-solving and analytical skills to resolve complex pension queries Strong organizational skills to maintain accurate records and documentation Understanding of financial and numerical concepts for pension calculations Ability to work independently and as part of a team in a fast-paced environment Commitment to maintaining confidentiality and data protection standards Day-to-day tasks As a pensions administrator you will: answer customer queries by email, phone or letter use a computer system to check and update records calculate the amount of money people will receive process money paid towards a person's pension transfer benefits from one pension to another arrange the payment of pensions keep up to date with pension and tax laws Supporting Investment and insurance administration
Payroll Clerk - 30 hours over 4 days Location: Leicester Office - Hybrid - usually 2 days at home after probation. Department: Central Services Reporting to: Payroll Operations Team Leader About the Role We are looking for a Payroll Clerk to join our clients existing team of 4 completing 200 payrolls a month. This role requires accuracy, attention to detail, and strong problem-solving skills to ensure colleagues are paid correctly and on time. Key Responsibilities As a Payroll Advisor, you will: Prepare, process and manage the payrolls for a portfolio of clients, ranging from sole traders to more complex payrolls Organise and plan own workload Set up new starters and process leavers Input and calculate payroll data Process all statutory payments when required Submit real time information to HMRC Calculate and process pension figures Ensure clients are compliant with Auto Enrolment legislation Make required declarations to the Pensions Regulator Benefits for the role of Payoll Advisor On site parking Up to 25 days Annual Leave + Bank Holidays + additional day's leave for your Birthday! (pro rata - due to start date, annual leave turns Jan-Dec) Annual leave entitlement increase based on length of service: 27 days after 5 years' service and 30 days after 10 years' service Length of service recognition awards - every 5 years Employee Assistance Programme Competitive Pension Scheme Initial Disclosure Check Cost covered, if applicable to role 'My Possible Self' App and health-related benefits Online discounts and cashback rewards Smart Technology scheme (qualifying period - after 6 month probation) Cycle to work scheme (qualifying period - after 6 month probation) Smart Holidays (qualifying period - opens in December, for following calendar year) Gym Flex (qualifying period - after 6 month probation) Healthcare Cash Plan - Simply Health Scheme Eye Care Vouchers 'Cash for Colleagues' - Employee referral scheme Career Pathways Programme - for development and further qualifications Parental Leave Gift 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.
Jul 14, 2026
Full time
Payroll Clerk - 30 hours over 4 days Location: Leicester Office - Hybrid - usually 2 days at home after probation. Department: Central Services Reporting to: Payroll Operations Team Leader About the Role We are looking for a Payroll Clerk to join our clients existing team of 4 completing 200 payrolls a month. This role requires accuracy, attention to detail, and strong problem-solving skills to ensure colleagues are paid correctly and on time. Key Responsibilities As a Payroll Advisor, you will: Prepare, process and manage the payrolls for a portfolio of clients, ranging from sole traders to more complex payrolls Organise and plan own workload Set up new starters and process leavers Input and calculate payroll data Process all statutory payments when required Submit real time information to HMRC Calculate and process pension figures Ensure clients are compliant with Auto Enrolment legislation Make required declarations to the Pensions Regulator Benefits for the role of Payoll Advisor On site parking Up to 25 days Annual Leave + Bank Holidays + additional day's leave for your Birthday! (pro rata - due to start date, annual leave turns Jan-Dec) Annual leave entitlement increase based on length of service: 27 days after 5 years' service and 30 days after 10 years' service Length of service recognition awards - every 5 years Employee Assistance Programme Competitive Pension Scheme Initial Disclosure Check Cost covered, if applicable to role 'My Possible Self' App and health-related benefits Online discounts and cashback rewards Smart Technology scheme (qualifying period - after 6 month probation) Cycle to work scheme (qualifying period - after 6 month probation) Smart Holidays (qualifying period - opens in December, for following calendar year) Gym Flex (qualifying period - after 6 month probation) Healthcare Cash Plan - Simply Health Scheme Eye Care Vouchers 'Cash for Colleagues' - Employee referral scheme Career Pathways Programme - for development and further qualifications Parental Leave Gift 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.
Paraplanner - Wanted - Immediate Start! Manchester Based Salary: £38,000 - £45,000 Permanent, Full-Time Are you an experienced Paraplanner? Regional Recruitment is currently working with a well-established financial services business in Manchester, who are looking to appoint a skilled Paraplanner to support their advisory team. What's on Offer: Competitive salary, dependent on experience Company pension Ongoing training and professional development support Potential for hybrid working Supportive and collaborative team environment Clear opportunities for career progression Qualifications Essential: Previous experience working as a Paraplanner or in a technical financial planning role Strong understanding of pensions, investments and protection products Experience producing suitability reports Good knowledge of FCA rules and financial planning processes Strong communication and organisational skills High attention to detail and accuracy Desirable: Experience using financial planning tools and software Experience working within an independent financial advice or wealth management environment Roles & Responsibilities Produce suitability reports in line with FCA and regulatory requirements Carry out research across pensions, investments and protection products Support advisers with meeting prep and follow-up work Review client information to help shape suitable financial recommendations Contact providers to obtain policy details and valuations Keep client records accurate and up to date Assist with annual reviews and ongoing client servicing Ensure all work is completed in line with compliance standards Stay up to date with product changes and industry updates Requirements As a Paraplanner, you will also be expected to: Manage multiple cases and deadlines effectively Work accurately under pressure in a busy environment Build strong working relationships with advisers and clients Take a proactive approach to problem-solving and case management Deliver consistently high-quality, compliant work About Regional Recruitment This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors. If this Paraplanner role is right for you - Click to apply below. To explore more roles available across the UK, please visit (url removed).
Jul 14, 2026
Full time
Paraplanner - Wanted - Immediate Start! Manchester Based Salary: £38,000 - £45,000 Permanent, Full-Time Are you an experienced Paraplanner? Regional Recruitment is currently working with a well-established financial services business in Manchester, who are looking to appoint a skilled Paraplanner to support their advisory team. What's on Offer: Competitive salary, dependent on experience Company pension Ongoing training and professional development support Potential for hybrid working Supportive and collaborative team environment Clear opportunities for career progression Qualifications Essential: Previous experience working as a Paraplanner or in a technical financial planning role Strong understanding of pensions, investments and protection products Experience producing suitability reports Good knowledge of FCA rules and financial planning processes Strong communication and organisational skills High attention to detail and accuracy Desirable: Experience using financial planning tools and software Experience working within an independent financial advice or wealth management environment Roles & Responsibilities Produce suitability reports in line with FCA and regulatory requirements Carry out research across pensions, investments and protection products Support advisers with meeting prep and follow-up work Review client information to help shape suitable financial recommendations Contact providers to obtain policy details and valuations Keep client records accurate and up to date Assist with annual reviews and ongoing client servicing Ensure all work is completed in line with compliance standards Stay up to date with product changes and industry updates Requirements As a Paraplanner, you will also be expected to: Manage multiple cases and deadlines effectively Work accurately under pressure in a busy environment Build strong working relationships with advisers and clients Take a proactive approach to problem-solving and case management Deliver consistently high-quality, compliant work About Regional Recruitment This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors. If this Paraplanner role is right for you - Click to apply below. To explore more roles available across the UK, please visit (url removed).
This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. Youll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management click apply for full job details
Jul 14, 2026
Full time
This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. Youll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management click apply for full job details
