Senior Pensions Administrator (Data Cleanse) We are currently recruiting for a Senior Pensions Administrator with strong Data Cleansing experience to join one of our Global Insurance Clients on a 6 month contract. This role is Inside IR35 and mostly remote working with travel to Welwyn Garden City when required. Experience: Primary role will be supporting a data cleanse project prior to automated install Must be an experienced Senior Pension Administrator Required to work on BAU admin tasks as and when required Experience of dealing with occupational pension schemes (DB/DC) - DB preferred Must have excellent and advanced MS Excel skills Ideally has worked on a data cleanse project prior Must be analytical in their way of thinking Good time management skills and the ability to organise and prioritise own workload If this role is of interest and would like to know more, please apply now! Guidant, Carbon60, Lorien & SRG - The Impellam Group Portfolio are acting as an Employment Business in relation to this vacancy.
Jul 28, 2026
Contractor
Senior Pensions Administrator (Data Cleanse) We are currently recruiting for a Senior Pensions Administrator with strong Data Cleansing experience to join one of our Global Insurance Clients on a 6 month contract. This role is Inside IR35 and mostly remote working with travel to Welwyn Garden City when required. Experience: Primary role will be supporting a data cleanse project prior to automated install Must be an experienced Senior Pension Administrator Required to work on BAU admin tasks as and when required Experience of dealing with occupational pension schemes (DB/DC) - DB preferred Must have excellent and advanced MS Excel skills Ideally has worked on a data cleanse project prior Must be analytical in their way of thinking Good time management skills and the ability to organise and prioritise own workload If this role is of interest and would like to know more, please apply now! Guidant, Carbon60, Lorien & SRG - The Impellam Group Portfolio are acting as an Employment Business in relation to this vacancy.
Job Summary Portfolio Payroll are currently working with a busy and vibrant client payroll business in Newcastle who are currently recruiting for a Senior Payroll Administrator to join their team. Working for an established firm with opportunity for progression this business is the ideal setting to enhance your career. Key Objectives: To process outsourced payroll Excellent Service delivery End to End Payroll Administration Maintain working knowledge and understanding of current statutory legislation Enrolling New Starters Liaising with HMRC RTI, Pensions, Collating timesheets Inputting data onto the system Checking timesheets are correct Creating statutory payment schedules & top up Manual calculations - starters & leavers, tax & NI, student loans, pensions Using imports for data processing Early payroll runs & re-runs & payments after leaving Apprenticeship levy, Employment allowance, Small ER relief - calculations and implementation Payroll reversals/corrections Court orders processing Taking inbound calls General administration duties Essential Skills: End to end processing HMRC submissions Experience using Excel Data accuracy Calculate, process and advise on statutory payments and court order Calculate, advise and process annual leave Uploading and maintaining pension data Experience in a fast paced environment Excellent communicator as you will be answering queries Comprehensive knowledge of payroll and auto enrolment legislation Strong organisational skills and the ability to self-manage are essential, while remaining flexible and adaptable. Desirable skills and attributes: Strong payroll experience - assist new members of the team Calculate and process individual occupation maternity and sickness Setting up and approving BACS payment for salary and PAYE payments Producing payroll reports and creating payroll journals Reconciliation of PAYE accounts Setting up pension schemes with pension providers STAR system experience Salary and Benefits: Progression opportunities Study support where applicable The Peoples Pension Life insurance Up to 5 weeks holiday plus bank holidays Ongoing professional development Genuine work life balance Hybrid working Enhanced maternity pay Employee assistance programme Purchase of additional holiday Cycle to work scheme Tech scheme Assigned coach to support career development Free parking INDPAYN 51786JTR The Portfolio Group are acting on behalf of our client in recruiting for this position.
Jul 28, 2026
Full time
Job Summary Portfolio Payroll are currently working with a busy and vibrant client payroll business in Newcastle who are currently recruiting for a Senior Payroll Administrator to join their team. Working for an established firm with opportunity for progression this business is the ideal setting to enhance your career. Key Objectives: To process outsourced payroll Excellent Service delivery End to End Payroll Administration Maintain working knowledge and understanding of current statutory legislation Enrolling New Starters Liaising with HMRC RTI, Pensions, Collating timesheets Inputting data onto the system Checking timesheets are correct Creating statutory payment schedules & top up Manual calculations - starters & leavers, tax & NI, student loans, pensions Using imports for data processing Early payroll runs & re-runs & payments after leaving Apprenticeship levy, Employment allowance, Small ER relief - calculations and implementation Payroll reversals/corrections Court orders processing Taking inbound calls General administration duties Essential Skills: End to end processing HMRC submissions Experience using Excel Data accuracy Calculate, process and advise on statutory payments and court order Calculate, advise and process annual leave Uploading and maintaining pension data Experience in a fast paced environment Excellent communicator as you will be answering queries Comprehensive knowledge of payroll and auto enrolment legislation Strong organisational skills and the ability to self-manage are essential, while remaining flexible and adaptable. Desirable skills and attributes: Strong payroll experience - assist new members of the team Calculate and process individual occupation maternity and sickness Setting up and approving BACS payment for salary and PAYE payments Producing payroll reports and creating payroll journals Reconciliation of PAYE accounts Setting up pension schemes with pension providers STAR system experience Salary and Benefits: Progression opportunities Study support where applicable The Peoples Pension Life insurance Up to 5 weeks holiday plus bank holidays Ongoing professional development Genuine work life balance Hybrid working Enhanced maternity pay Employee assistance programme Purchase of additional holiday Cycle to work scheme Tech scheme Assigned coach to support career development Free parking INDPAYN 51786JTR The Portfolio Group are acting on behalf of our client in recruiting for this position.
Senior Pensions Administrator (Data Cleanse) We are currently recruiting for a Senior Pensions Administrator with strong Data Cleansing experience to join one of our Global Insurance Clients on a 6 month contract. This role is Inside IR35 and mostly remote working with travel to Welwyn Garden City when required. Experience: Primary role will be supporting a data cleanse project prior to automated install Must be an experienced Senior Pension Administrator Required to work on BAU admin tasks as and when required Experience of dealing with occupational pension schemes (DB/DC) - DB preferred Must have excellent and advanced MS Excel skills Ideally has worked on a data cleanse project prior Must be analytical in their way of thinking Good time management skills and the ability to organise and prioritise own workload If this role is of interest and would like to know more, please apply now! Guidant, Carbon60, Lorien & SRG - The Impellam Group Portfolio are acting as an Employment Business in relation to this vacancy.
Jul 28, 2026
Contractor
Senior Pensions Administrator (Data Cleanse) We are currently recruiting for a Senior Pensions Administrator with strong Data Cleansing experience to join one of our Global Insurance Clients on a 6 month contract. This role is Inside IR35 and mostly remote working with travel to Welwyn Garden City when required. Experience: Primary role will be supporting a data cleanse project prior to automated install Must be an experienced Senior Pension Administrator Required to work on BAU admin tasks as and when required Experience of dealing with occupational pension schemes (DB/DC) - DB preferred Must have excellent and advanced MS Excel skills Ideally has worked on a data cleanse project prior Must be analytical in their way of thinking Good time management skills and the ability to organise and prioritise own workload If this role is of interest and would like to know more, please apply now! Guidant, Carbon60, Lorien & SRG - The Impellam Group Portfolio are acting as an Employment Business in relation to this vacancy.
Join us as a Senior Pensions Administrator within our Outsourcing line of business based out of our offices in Redhill working hybrid. You will work within a team to provide a high quality service to our impressive portfolio of clients that include prestigious and market leading global companies. In the role of Senior Pensions Administrator, you will take on advanced calculations and administration of complex schemes (DB and/or DC) and play an active role in mentoring and checking the work of junior team colleagues. This gives you the opportunity to work on clients that offer exposure to every aspect of pensions administration, utilising bulk processing routines, automated calculations or your manual calculation skills, and the potential for involvement with a huge variety of different projects. The Role Accurately processes and manages complex pensions calculations and queries across a variety of different pension processes and case types such as Retirements, Transfers, Deaths. Cases and processes are completed to a high standard proving accurate and well worded correspondence Checks and monitors work completed by junior colleagues, providing feedback and guidance to colleagues as required to ensure work is right first time and output targets across the team. Acts as a point of escalation for the team for technical issues, non-standard cases, and member complaints. Utilises previous knowledge and experience in pension legislation/regulations as well as WTW guidance and procedures to ensure day to day work on an individual and team basis is of a high quality. Supports the Team Leader in ensuring that all service level agreements and performance standards are achieved on a day-to-day basis and takes responsibility for coordinating team workload and some management or client responsibilities delegated by the Team Leader. Coaches, supports, and mentors junior colleagues providing feedback and supporting the wider development and knowledge of the team. Continuously seeks to identify areas where the service to clients /members could be improved and takes forward process improvements as required. Assists in complex and project-based work as and when required. What you'll bring Previous experience working in an occupational pension administration team (DB experience is essential) carrying out administration processes, including but not limited to Retirements, Transfers and Deaths. Experience and knowledge of Pensions Legislation and Regulations and applying these within an administration team in response to changes or new legislation. Experience and knowledge of the DB manual calculations required for a variety of administration processes. High level attention to detail and skilled in following and applying procedural documentation and checking the work of other colleagues. Ability to carry out and manage high volumes of work while maintaining a high level of accuracy. Excellent organisational and time management skills and being able to manage own workload, wider teamwork load and multiple client member queries at the same time, whilst maintaining a high-quality service. Excellent interpersonal skills to include good written and verbal communication and use of Microsoft Excel and Word. Experience of coaching and supporting less experienced colleagues. Experience of working in a hybrid/multi-site team would be an advantage. What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants.
Jul 28, 2026
Full time
Join us as a Senior Pensions Administrator within our Outsourcing line of business based out of our offices in Redhill working hybrid. You will work within a team to provide a high quality service to our impressive portfolio of clients that include prestigious and market leading global companies. In the role of Senior Pensions Administrator, you will take on advanced calculations and administration of complex schemes (DB and/or DC) and play an active role in mentoring and checking the work of junior team colleagues. This gives you the opportunity to work on clients that offer exposure to every aspect of pensions administration, utilising bulk processing routines, automated calculations or your manual calculation skills, and the potential for involvement with a huge variety of different projects. The Role Accurately processes and manages complex pensions calculations and queries across a variety of different pension processes and case types such as Retirements, Transfers, Deaths. Cases and processes are completed to a high standard proving accurate and well worded correspondence Checks and monitors work completed by junior colleagues, providing feedback and guidance to colleagues as required to ensure work is right first time and output targets across the team. Acts as a point of escalation for the team for technical issues, non-standard cases, and member complaints. Utilises previous knowledge and experience in pension legislation/regulations as well as WTW guidance and procedures to ensure day to day work on an individual and team basis is of a high quality. Supports the Team Leader in ensuring that all service level agreements and performance standards are achieved on a day-to-day basis and takes responsibility for coordinating team workload and some management or client responsibilities delegated by the Team Leader. Coaches, supports, and mentors junior colleagues providing feedback and supporting the wider development and knowledge of the team. Continuously seeks to identify areas where the service to clients /members could be improved and takes forward process improvements as required. Assists in complex and project-based work as and when required. What you'll bring Previous experience working in an occupational pension administration team (DB experience is essential) carrying out administration processes, including but not limited to Retirements, Transfers and Deaths. Experience and knowledge of Pensions Legislation and Regulations and applying these within an administration team in response to changes or new legislation. Experience and knowledge of the DB manual calculations required for a variety of administration processes. High level attention to detail and skilled in following and applying procedural documentation and checking the work of other colleagues. Ability to carry out and manage high volumes of work while maintaining a high level of accuracy. Excellent organisational and time management skills and being able to manage own workload, wider teamwork load and multiple client member queries at the same time, whilst maintaining a high-quality service. Excellent interpersonal skills to include good written and verbal communication and use of Microsoft Excel and Word. Experience of coaching and supporting less experienced colleagues. Experience of working in a hybrid/multi-site team would be an advantage. What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants.
Graduate / School Leaver Administrator Looking to kick-start your career? If you're a graduate, college or sixth form leaver, or someone looking for your first professional office role, this could be the perfect opportunity. We're working with a well-established professional services business that is looking for an organised and motivated Pensions Administrator to join its friendly and supportive team. No previous pensions experience is required full training will be provided, along with the opportunity to gain professional qualifications and build a long-term career. This is an excellent opportunity for someone who enjoys problem-solving, working with numbers and data, and providing excellent customer service in a professional office environment. What you'll be doing Supporting the administration of client accounts and maintaining accurate records Processing new applications, updates and important life events Responding to customer enquiries by phone, email and letter Preparing reports and documentation Updating databases and ensuring information is accurate and compliant Working closely with experienced colleagues who will mentor and support your development Building your knowledge through structured training and professional qualifications What we're looking for A recent graduate, school or college leaver, or someone looking to begin an office-based career GCSEs (or equivalent), including English and Maths Strong attention to detail and good organisational skills Excellent written and verbal communication A positive attitude and willingness to learn Good IT skills, including Microsoft Office Reliable, proactive and able to work well as part of a team What's on offer Full training and ongoing mentoring Professional qualifications and career development opportunities A supportive and collaborative working environment Long-term career progression within a growing business Competitive salary and benefits package If you're looking for a role where you can develop valuable skills, gain recognised qualifications and build a rewarding long-term career, we'd love to hear from you.
Jul 28, 2026
Full time
Graduate / School Leaver Administrator Looking to kick-start your career? If you're a graduate, college or sixth form leaver, or someone looking for your first professional office role, this could be the perfect opportunity. We're working with a well-established professional services business that is looking for an organised and motivated Pensions Administrator to join its friendly and supportive team. No previous pensions experience is required full training will be provided, along with the opportunity to gain professional qualifications and build a long-term career. This is an excellent opportunity for someone who enjoys problem-solving, working with numbers and data, and providing excellent customer service in a professional office environment. What you'll be doing Supporting the administration of client accounts and maintaining accurate records Processing new applications, updates and important life events Responding to customer enquiries by phone, email and letter Preparing reports and documentation Updating databases and ensuring information is accurate and compliant Working closely with experienced colleagues who will mentor and support your development Building your knowledge through structured training and professional qualifications What we're looking for A recent graduate, school or college leaver, or someone looking to begin an office-based career GCSEs (or equivalent), including English and Maths Strong attention to detail and good organisational skills Excellent written and verbal communication A positive attitude and willingness to learn Good IT skills, including Microsoft Office Reliable, proactive and able to work well as part of a team What's on offer Full training and ongoing mentoring Professional qualifications and career development opportunities A supportive and collaborative working environment Long-term career progression within a growing business Competitive salary and benefits package If you're looking for a role where you can develop valuable skills, gain recognised qualifications and build a rewarding long-term career, we'd love to hear from you.
BRAND NEW ROLE - JULY 2026 Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients £38k - £42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams 2 days WFH per week once up and running My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Senior Technical Administrator who will be responsible for conducting end to end administration and also some paraplanning work supporting with the entire back-office function within the business. Duties will include suitability report writing, processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 3 year of wealth management experience but team fit will be crucial for this role so a slightly more junior candidate will be considered. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Jul 28, 2026
Full time
BRAND NEW ROLE - JULY 2026 Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients £38k - £42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams 2 days WFH per week once up and running My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Senior Technical Administrator who will be responsible for conducting end to end administration and also some paraplanning work supporting with the entire back-office function within the business. Duties will include suitability report writing, processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 3 year of wealth management experience but team fit will be crucial for this role so a slightly more junior candidate will be considered. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Job Title: Senior IFA Administrator Industry: Financial Planning / Financial Services Location: Leeds Salary: Up to £35,000 (dependent on experience) Job Ref: 10514 Job Description: Recruit UK are working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established Financial Planning firm. The purpose of this role is to provide high-quality administrative support to Financial Advisers and clients, ensuring an efficient, compliant and professional service is delivered at all times. You will also play an important role in supporting and mentoring less experienced team members, maintaining excellent client service standards and ensuring all business is processed accurately and within regulatory requirements. This position requires excellent organisational skills, strong technical knowledge of financial services products, and previous experience within an Independent Financial Advice environment. Key Responsibilities: Provide comprehensive administrative support to Financial Advisers and clients Process new business across investments, pensions and protection cases Prepare client documentation including application packs, client agreements and supporting paperwork Obtain provider information through Letters of Authority (LOAs) and collate documentation for advisers and paraplanners Complete online and paper-based business processing, including fund switches, withdrawals, income payments and other client transactions Carry out post-implementation processing for investment and pension business Maintain accurate client records using back-office systems Liaise with product providers and clients to obtain information and resolve queries Support and mentor junior administrators, providing guidance and training where required Assist with team training and share technical knowledge across the business Ensure all work is completed accurately, compliantly and within agreed service standards Manage incoming correspondence, update client records and support wider office administration Handle client and adviser enquiries professionally via telephone and email Assist with ad hoc projects and departmental initiatives as required What's in it for you? Competitive salary depending on experience Opportunity to work within a well-established and supportive financial planning firm Ongoing professional development and training Career progression opportunities Collaborative and friendly team environment Comprehensive benefits package (details available on application) Skills and Experience Required: Minimum of 3-5 years' experience as an IFA Administrator or Financial Services Administrator within an Independent Financial Advice practice Strong understanding of investment, pension and protection products Experience processing complex financial services business Working knowledge of Pension Drawdown, Trusts and inheritance tax planning products would be advantageous Experience using Intelligent Office (iO) or similar back-office systems Proficient in Microsoft Office, particularly Excel, Word and Outlook Excellent organisational skills with the ability to prioritise a varied workload Strong communication skills with the ability to build positive relationships with colleagues, advisers and clients Ability to support, coach and develop less experienced team members High attention to detail with a strong understanding of compliance and FCA regulatory requirements A proactive, solutions-focused approach with the ability to work independently and as part of a team
Jul 28, 2026
Full time
Job Title: Senior IFA Administrator Industry: Financial Planning / Financial Services Location: Leeds Salary: Up to £35,000 (dependent on experience) Job Ref: 10514 Job Description: Recruit UK are working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established Financial Planning firm. The purpose of this role is to provide high-quality administrative support to Financial Advisers and clients, ensuring an efficient, compliant and professional service is delivered at all times. You will also play an important role in supporting and mentoring less experienced team members, maintaining excellent client service standards and ensuring all business is processed accurately and within regulatory requirements. This position requires excellent organisational skills, strong technical knowledge of financial services products, and previous experience within an Independent Financial Advice environment. Key Responsibilities: Provide comprehensive administrative support to Financial Advisers and clients Process new business across investments, pensions and protection cases Prepare client documentation including application packs, client agreements and supporting paperwork Obtain provider information through Letters of Authority (LOAs) and collate documentation for advisers and paraplanners Complete online and paper-based business processing, including fund switches, withdrawals, income payments and other client transactions Carry out post-implementation processing for investment and pension business Maintain accurate client records using back-office systems Liaise with product providers and clients to obtain information and resolve queries Support and mentor junior administrators, providing guidance and training where required Assist with team training and share technical knowledge across the business Ensure all work is completed accurately, compliantly and within agreed service standards Manage incoming correspondence, update client records and support wider office administration Handle client and adviser enquiries professionally via telephone and email Assist with ad hoc projects and departmental initiatives as required What's in it for you? Competitive salary depending on experience Opportunity to work within a well-established and supportive financial planning firm Ongoing professional development and training Career progression opportunities Collaborative and friendly team environment Comprehensive benefits package (details available on application) Skills and Experience Required: Minimum of 3-5 years' experience as an IFA Administrator or Financial Services Administrator within an Independent Financial Advice practice Strong understanding of investment, pension and protection products Experience processing complex financial services business Working knowledge of Pension Drawdown, Trusts and inheritance tax planning products would be advantageous Experience using Intelligent Office (iO) or similar back-office systems Proficient in Microsoft Office, particularly Excel, Word and Outlook Excellent organisational skills with the ability to prioritise a varied workload Strong communication skills with the ability to build positive relationships with colleagues, advisers and clients Ability to support, coach and develop less experienced team members High attention to detail with a strong understanding of compliance and FCA regulatory requirements A proactive, solutions-focused approach with the ability to work independently and as part of a team
Financial Adviser Epsom offices (Surrey) £75k basic salary and benefits Manage existing client bank of 100 clients (£500k average) 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The Managing Director requires an experienced Adviser in their Epsom office to manage an existing client bank of 100 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too. You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. If this role sounds of interest or any other roles I am working on please get in touch.
Jul 28, 2026
Full time
Financial Adviser Epsom offices (Surrey) £75k basic salary and benefits Manage existing client bank of 100 clients (£500k average) 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The Managing Director requires an experienced Adviser in their Epsom office to manage an existing client bank of 100 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too. You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. If this role sounds of interest or any other roles I am working on please get in touch.
FindCore are thrilled to be assisting an established independent wealth management firm with the recruitment of a Wealth Management Administrator. The company is based in central Leeds and provides bespoke wealth-management and financial-planning services to private clients. It has operated since 2004 and focuses on building long-term client relationships through independent, tailored advice. Permanent position. This role will initially be office-based during the training period, with hybrid working available once the successful candidate is fully trained. Salary Fully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefits Key Responsibilities Provide administrative support to the Client Service Directors and wider wealth-management team. Prepare and pre-complete client application forms. Produce cost and charges disclosure documents. Obtain provider illustrations and supporting product information. Prepare factsheets, Key Investor Information Documents and other pre-advice paperwork. Submit new business applications and investment trades through investment platforms and life companies. Ensure all applications and trades are completed accurately and within the required deadlines. Maintain accurate transaction records to support valuation reconciliation. Support the onboarding of new clients and ensure client files are complete and compliant. Add and update client information within the iO back-office system. Complete the relevant iO workflows and maintain accurate diary entries. Check that anti-money laundering and compliance requirements have been satisfied. Submit letters of authority to providers and obtain policy information. Ensure client files contain all required agreements, reports and supporting documentation. Confirm files are fully compliant before new business is submitted. Maintain accurate electronic and paper-based client records. Provide general office support, including filing, scanning, photocopying, post and franking. Skills & Experience Minimum of three years' experience in a similar administrative role within financial services. Previous experience within wealth management, financial planning, pensions or investments. Experience processing new business through investment platforms and product providers. Good understanding of financial-services compliance and anti-money laundering requirements. Experience using a financial-services back-office system; knowledge of iO would be advantageous. Confident handling client information and maintaining accurate, compliant records. Strong organisational skills with the ability to manage multiple tasks and deadlines. Excellent attention to detail and commitment to accuracy. Strong written and verbal communication skills. Competent using Microsoft Word and Excel to an intermediate level. Professional, dependable and comfortable working within a client-focused environment. What's on Offer Fully negotiable salary based on experience and capabilities. Hybrid working following the initial office-based training period. Employer pension contribution. Death-in-service benefit of four times annual salary. 24 days' annual leave plus bank holidays. Discretionary bonus. Vitality private medical insurance. Professional examination support and training. Opportunity to join an established independent wealth-management business. Supportive and highly experienced team environment. Central Leeds office location. For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.
Jul 28, 2026
Full time
FindCore are thrilled to be assisting an established independent wealth management firm with the recruitment of a Wealth Management Administrator. The company is based in central Leeds and provides bespoke wealth-management and financial-planning services to private clients. It has operated since 2004 and focuses on building long-term client relationships through independent, tailored advice. Permanent position. This role will initially be office-based during the training period, with hybrid working available once the successful candidate is fully trained. Salary Fully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefits Key Responsibilities Provide administrative support to the Client Service Directors and wider wealth-management team. Prepare and pre-complete client application forms. Produce cost and charges disclosure documents. Obtain provider illustrations and supporting product information. Prepare factsheets, Key Investor Information Documents and other pre-advice paperwork. Submit new business applications and investment trades through investment platforms and life companies. Ensure all applications and trades are completed accurately and within the required deadlines. Maintain accurate transaction records to support valuation reconciliation. Support the onboarding of new clients and ensure client files are complete and compliant. Add and update client information within the iO back-office system. Complete the relevant iO workflows and maintain accurate diary entries. Check that anti-money laundering and compliance requirements have been satisfied. Submit letters of authority to providers and obtain policy information. Ensure client files contain all required agreements, reports and supporting documentation. Confirm files are fully compliant before new business is submitted. Maintain accurate electronic and paper-based client records. Provide general office support, including filing, scanning, photocopying, post and franking. Skills & Experience Minimum of three years' experience in a similar administrative role within financial services. Previous experience within wealth management, financial planning, pensions or investments. Experience processing new business through investment platforms and product providers. Good understanding of financial-services compliance and anti-money laundering requirements. Experience using a financial-services back-office system; knowledge of iO would be advantageous. Confident handling client information and maintaining accurate, compliant records. Strong organisational skills with the ability to manage multiple tasks and deadlines. Excellent attention to detail and commitment to accuracy. Strong written and verbal communication skills. Competent using Microsoft Word and Excel to an intermediate level. Professional, dependable and comfortable working within a client-focused environment. What's on Offer Fully negotiable salary based on experience and capabilities. Hybrid working following the initial office-based training period. Employer pension contribution. Death-in-service benefit of four times annual salary. 24 days' annual leave plus bank holidays. Discretionary bonus. Vitality private medical insurance. Professional examination support and training. Opportunity to join an established independent wealth-management business. Supportive and highly experienced team environment. Central Leeds office location. For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.
Pensions Analyst Salary: £28,000 - £40,000 depending on experience Join a specialist consultancy providing actuarial pensions advice for expert witness work. Our small team of highly qualified professionals supports solicitors with clear, accurate, and stress-free guidance on pension matters, predominantly within divorce proceedings and employment tribunal cases. The Role You will produce expert witness reports focused on pensions and divorce, working with instructing solicitors to analyse pension assets, interpret scheme documentation, and advise on division options. Key Responsibilities Assess cases and draft correspondence to instructing solicitors Review pension scheme documentation (e.g., CE values, benefit statements) Liaise with pension administrators to obtain required data Manage your own caseload to meet service standards Maintain accurate client records using Word, Excel, and an in-house CRM Proofread expert witness reports for technical and presentation accuracy Prepare invoices and support credit control processes What You'll Need Must-have: Proven experience in a DB pension scheme environment (life office, IFA, or pensions administration) Benefits We offer a comprehensive package of core and flexible benefits designed to support your wellbeing, financial security, and work-life balance, including: 27 days' holiday plus bank holidays, with the option to buy up to 5 additional days per year after 1 year's service Group Income Protection covering 70% of salary after long-term illness or injury Health Assessments after 6 months' service, plus fertility, pregnancy, parenthood and menopause support via Peppy Employee Assistance Programme (EAP) for emotional, practical, and legal support for you and your immediate family Discounted shopping scheme with offers from over 3,000 retailers Emergency dependant care with up to 10 funded sessions per year Eye care allowance, annual flu vaccination, and Group Life Insurance providing 8 base salary cover Group Personal Pension Plan (GPPP) with 8% employer core contribution plus up to 4% matched contributions, including salary sacrifice benefits Optional flexible benefits including private medical insurance, dental cover, critical illness, personal accident cover, gym discounts, Cycle to Work, Savings Plan, Share Incentive Plan, Season Ticket Loan, and Green Car Scheme (electric/hybrid vehicle leasing) If you feel like this is a role for you, please apply below
Jul 28, 2026
Full time
Pensions Analyst Salary: £28,000 - £40,000 depending on experience Join a specialist consultancy providing actuarial pensions advice for expert witness work. Our small team of highly qualified professionals supports solicitors with clear, accurate, and stress-free guidance on pension matters, predominantly within divorce proceedings and employment tribunal cases. The Role You will produce expert witness reports focused on pensions and divorce, working with instructing solicitors to analyse pension assets, interpret scheme documentation, and advise on division options. Key Responsibilities Assess cases and draft correspondence to instructing solicitors Review pension scheme documentation (e.g., CE values, benefit statements) Liaise with pension administrators to obtain required data Manage your own caseload to meet service standards Maintain accurate client records using Word, Excel, and an in-house CRM Proofread expert witness reports for technical and presentation accuracy Prepare invoices and support credit control processes What You'll Need Must-have: Proven experience in a DB pension scheme environment (life office, IFA, or pensions administration) Benefits We offer a comprehensive package of core and flexible benefits designed to support your wellbeing, financial security, and work-life balance, including: 27 days' holiday plus bank holidays, with the option to buy up to 5 additional days per year after 1 year's service Group Income Protection covering 70% of salary after long-term illness or injury Health Assessments after 6 months' service, plus fertility, pregnancy, parenthood and menopause support via Peppy Employee Assistance Programme (EAP) for emotional, practical, and legal support for you and your immediate family Discounted shopping scheme with offers from over 3,000 retailers Emergency dependant care with up to 10 funded sessions per year Eye care allowance, annual flu vaccination, and Group Life Insurance providing 8 base salary cover Group Personal Pension Plan (GPPP) with 8% employer core contribution plus up to 4% matched contributions, including salary sacrifice benefits Optional flexible benefits including private medical insurance, dental cover, critical illness, personal accident cover, gym discounts, Cycle to Work, Savings Plan, Share Incentive Plan, Season Ticket Loan, and Green Car Scheme (electric/hybrid vehicle leasing) If you feel like this is a role for you, please apply below
My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working is available to staff but this position requires someone to be in the office most of the time
Jul 28, 2026
Full time
My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working is available to staff but this position requires someone to be in the office most of the time
Junior Paraplanner vacancy Farnborough offices (Hampshire) £39k plus bonuses and benefits 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy. If this role sounds of interest or any other roles I am working on please get in touch.
Jul 28, 2026
Full time
Junior Paraplanner vacancy Farnborough offices (Hampshire) £39k plus bonuses and benefits 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy. If this role sounds of interest or any other roles I am working on please get in touch.
Financial Adviser Farnborough offices (Surrey) £75k basic salary and benefits Manage existing client bank of 20 - 30 clients 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The Managing Director requires an experienced Adviser in their Farnborough office to manage an existing client bank of 20 - 30 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too. You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. If this role sounds of interest or any other roles I am working on please get in touch.
Jul 28, 2026
Full time
Financial Adviser Farnborough offices (Surrey) £75k basic salary and benefits Manage existing client bank of 20 - 30 clients 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The Managing Director requires an experienced Adviser in their Farnborough office to manage an existing client bank of 20 - 30 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too. You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. If this role sounds of interest or any other roles I am working on please get in touch.
This client provides the full range of actuarial and consultancy services. They require an Associate Pensions Consultant to join their ever expanding operation. The Associate Pensions Consultant will undertake the routine administration tasks for a portfolio of client pension schemes efficiently, professionally and profitably. The Associate Pensions Consultant will need commercial experience as an Associate Pensions Consultant. The Associate Pensions Consultant will need 2 years pensions' related experience. The Associate Pensions Consultant will ideally be working towards or have DPC, G60, APMI and ACII. The Associate Pensions Consultant will need a good understanding of the pensions market and wider financial services industry. The Associate Pensions Consultant will have good analytical skills and attention to detail. The Associate Pensions Consultant will need to work on their own and as part of a team. The Associate Pensions Consultant will need good time management skills, the ability to absorb new information quickly and the ability to work in a logical and disciplined manner. The Associate Pensions Consultant will need good Excel, Word and Outlook skills, good numerical skills and will be comfortable with new technology. The Associate Pensions Consultant will need good numerical skills, good customer service and relationship building skills. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Jul 28, 2026
Full time
This client provides the full range of actuarial and consultancy services. They require an Associate Pensions Consultant to join their ever expanding operation. The Associate Pensions Consultant will undertake the routine administration tasks for a portfolio of client pension schemes efficiently, professionally and profitably. The Associate Pensions Consultant will need commercial experience as an Associate Pensions Consultant. The Associate Pensions Consultant will need 2 years pensions' related experience. The Associate Pensions Consultant will ideally be working towards or have DPC, G60, APMI and ACII. The Associate Pensions Consultant will need a good understanding of the pensions market and wider financial services industry. The Associate Pensions Consultant will have good analytical skills and attention to detail. The Associate Pensions Consultant will need to work on their own and as part of a team. The Associate Pensions Consultant will need good time management skills, the ability to absorb new information quickly and the ability to work in a logical and disciplined manner. The Associate Pensions Consultant will need good Excel, Word and Outlook skills, good numerical skills and will be comfortable with new technology. The Associate Pensions Consultant will need good numerical skills, good customer service and relationship building skills. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Role: Part-Time - Senior Bookkeeper & Property Administrator Contract Type: Permanent, Part-Time Location: Outskirts of Tunbridge Wells Salary: 30- 34 per hour Hours: 16-24 hours per week (2-3 days) Our client, a well-established company based on the outskirts of Tunbridge Wells, is looking to recruit an experienced Senior Bookkeeper & Property Administrator to support the financial management of several small businesses, residential properties and private household accounts. This is a varied position offering the opportunity to take ownership of day-to-day bookkeeping while supporting the administration of a diverse property portfolio. The successful candidate will play a key role in ensuring the smooth running of the company's financial and administrative operations. Key Duties: - Maintaining accurate financial records across multiple limited companies, residential properties and household accounts using QuickBooks. - Processing purchase invoices, supplier payments and bank reconciliations through online banking. - Managing payroll for employees, including pensions, HMRC submissions, expenses, payslips and year-end documentation. - Preparing VAT returns, financial reports, trial balances and supporting documentation for external accountants and auditors. - Producing cash flow forecasts and monitoring company and personal account balances. - Raising sales invoices and monitoring outstanding payments. - Managing bookkeeping for holiday-let and rental properties, including income and expenditure records. - Liaising with tenants, contractors, suppliers and service providers regarding property maintenance and repairs. - Coordinating servicing schedules, insurance renewals, maintenance contracts and compliance across multiple residential properties. - Maintaining Companies House records, employee records and organised electronic and paper filing systems. - Providing general office administration, including correspondence, document preparation and telephone and email enquiries. The Ideal Candidate Will Have: - A minimum of five years' bookkeeping experience within a similar standalone or small business environment. - Strong working knowledge of QuickBooks and Excel. - Experience managing payroll, business taxes, VAT returns, bank reconciliations and preparing accounts for external accountants. - A sound understanding of UK bookkeeping principles and financial record keeping. - Excellent organisational skills with the ability to manage multiple priorities and work independently. - High levels of accuracy, discretion and confidentiality. - Strong communication skills with the confidence to liaise professionally with contractors, suppliers, tenants and external advisers. - Previous experience supporting residential property administration would be advantageous but is not essential. At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word. Thank you. KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market
Jul 28, 2026
Full time
Role: Part-Time - Senior Bookkeeper & Property Administrator Contract Type: Permanent, Part-Time Location: Outskirts of Tunbridge Wells Salary: 30- 34 per hour Hours: 16-24 hours per week (2-3 days) Our client, a well-established company based on the outskirts of Tunbridge Wells, is looking to recruit an experienced Senior Bookkeeper & Property Administrator to support the financial management of several small businesses, residential properties and private household accounts. This is a varied position offering the opportunity to take ownership of day-to-day bookkeeping while supporting the administration of a diverse property portfolio. The successful candidate will play a key role in ensuring the smooth running of the company's financial and administrative operations. Key Duties: - Maintaining accurate financial records across multiple limited companies, residential properties and household accounts using QuickBooks. - Processing purchase invoices, supplier payments and bank reconciliations through online banking. - Managing payroll for employees, including pensions, HMRC submissions, expenses, payslips and year-end documentation. - Preparing VAT returns, financial reports, trial balances and supporting documentation for external accountants and auditors. - Producing cash flow forecasts and monitoring company and personal account balances. - Raising sales invoices and monitoring outstanding payments. - Managing bookkeeping for holiday-let and rental properties, including income and expenditure records. - Liaising with tenants, contractors, suppliers and service providers regarding property maintenance and repairs. - Coordinating servicing schedules, insurance renewals, maintenance contracts and compliance across multiple residential properties. - Maintaining Companies House records, employee records and organised electronic and paper filing systems. - Providing general office administration, including correspondence, document preparation and telephone and email enquiries. The Ideal Candidate Will Have: - A minimum of five years' bookkeeping experience within a similar standalone or small business environment. - Strong working knowledge of QuickBooks and Excel. - Experience managing payroll, business taxes, VAT returns, bank reconciliations and preparing accounts for external accountants. - A sound understanding of UK bookkeeping principles and financial record keeping. - Excellent organisational skills with the ability to manage multiple priorities and work independently. - High levels of accuracy, discretion and confidentiality. - Strong communication skills with the confidence to liaise professionally with contractors, suppliers, tenants and external advisers. - Previous experience supporting residential property administration would be advantageous but is not essential. At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word. Thank you. KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market
This client provides the full range of actuarial and consultancy services. They require an Associate Pensions Consultant to join their ever expanding operation. The Associate Pensions Consultant will undertake the routine administration tasks for a portfolio of client pension schemes efficiently, professionally and profitably. The Associate Pensions Consultant will need commercial experience as an Associate Pensions Consultant. The Associate Pensions Consultant will need 2 years pensions' related experience. The Associate Pensions Consultant will ideally be working towards or have DPC, G60, APMI and ACII. The Associate Pensions Consultant will need a good understanding of the pensions market and wider financial services industry. The Associate Pensions Consultant will have good analytical skills and attention to detail. The Associate Pensions Consultant will need to work on their own and as part of a team. The Associate Pensions Consultant will need good time management skills, the ability to absorb new information quickly and the ability to work in a logical and disciplined manner. The Associate Pensions Consultant will need good Excel, Word and Outlook skills, good numerical skills and will be comfortable with new technology. The Associate Pensions Consultant will need good numerical skills, good customer service and relationship building skills. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Jul 28, 2026
Full time
This client provides the full range of actuarial and consultancy services. They require an Associate Pensions Consultant to join their ever expanding operation. The Associate Pensions Consultant will undertake the routine administration tasks for a portfolio of client pension schemes efficiently, professionally and profitably. The Associate Pensions Consultant will need commercial experience as an Associate Pensions Consultant. The Associate Pensions Consultant will need 2 years pensions' related experience. The Associate Pensions Consultant will ideally be working towards or have DPC, G60, APMI and ACII. The Associate Pensions Consultant will need a good understanding of the pensions market and wider financial services industry. The Associate Pensions Consultant will have good analytical skills and attention to detail. The Associate Pensions Consultant will need to work on their own and as part of a team. The Associate Pensions Consultant will need good time management skills, the ability to absorb new information quickly and the ability to work in a logical and disciplined manner. The Associate Pensions Consultant will need good Excel, Word and Outlook skills, good numerical skills and will be comfortable with new technology. The Associate Pensions Consultant will need good numerical skills, good customer service and relationship building skills. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Financial Planning Administrator - Review Team Cheadle, Cheshire Up to £30,000 plus bonus and benefits One day per week from home after three months Job Advert MBF Recruitment is currently working with an established firm of Chartered Financial Planners to recruit a Financial Planning Administrator for its dedicated Review Team in Cheadle. This is different from a traditional IFA administration position. The role focuses on preparing client review reports, gathering information from investment platforms, completing performance analysis and producing cashflow forecasts. It would suit someone with previous Financial Planning, wealth management or IFA experience who enjoys accurate, detailed work and wants to build a long-term career as an administration specialist. The company is not necessarily looking for someone who sees administration as a short-term route into paraplanning or financial advice. Support is available for relevant professional qualifications, but experienced career administrators are equally recognised and valued. The role Your responsibilities will include: Preparing client review reports using Dynamic Planner and Microsoft PowerPoint Gathering valuations, performance data and supporting information from multiple investment platforms Maintaining accurate client records and managing review activity through Intelliflo Office Using FE Analytics to support investment research and performance analysis Producing cashflow forecasts and financial planning scenarios Reviewing client information and highlighting potential planning needs for consideration by the Financial Planners Communicating professionally with clients, colleagues and product providers Ensuring client reports and supporting information are accurate, complete and professionally presented What we are looking for Applicants should have previous experience within Financial Planning, wealth management or an IFA environment, alongside a working understanding of: Pensions ISAs General Investment Accounts Investment bonds Experience using Intelliflo Office is highly desirable. CashCalc and Dynamic Planner experience would also be beneficial, although applicants who have used comparable cashflow planning and risk-profiling software will be considered. Experience of any of the following platforms would be useful: Royal London Quilter Parmenion Aviva Scottish Widows Platform Hubwise Transact Raymond James You should be comfortable gathering information from different sources, working with detailed financial data and producing accurate client-facing documents. Strong organisation, attention to detail and communication skills will be essential. Package Salary up to £30,000, depending on experience Annual bonus scheme 22 days' holiday plus bank holidays Christmas office closure, requiring only two days of annual leave for the full week 5% employer pension contribution after three months Three times salary death in service after three months Group critical illness cover of one times salary after 12 months Financial support for relevant professional qualifications Bonus of up to £100 for each relevant exam passed One day per week working from home after the first three months The role will initially be based in the Cheadle office five days per week for three months.
Jul 28, 2026
Full time
Financial Planning Administrator - Review Team Cheadle, Cheshire Up to £30,000 plus bonus and benefits One day per week from home after three months Job Advert MBF Recruitment is currently working with an established firm of Chartered Financial Planners to recruit a Financial Planning Administrator for its dedicated Review Team in Cheadle. This is different from a traditional IFA administration position. The role focuses on preparing client review reports, gathering information from investment platforms, completing performance analysis and producing cashflow forecasts. It would suit someone with previous Financial Planning, wealth management or IFA experience who enjoys accurate, detailed work and wants to build a long-term career as an administration specialist. The company is not necessarily looking for someone who sees administration as a short-term route into paraplanning or financial advice. Support is available for relevant professional qualifications, but experienced career administrators are equally recognised and valued. The role Your responsibilities will include: Preparing client review reports using Dynamic Planner and Microsoft PowerPoint Gathering valuations, performance data and supporting information from multiple investment platforms Maintaining accurate client records and managing review activity through Intelliflo Office Using FE Analytics to support investment research and performance analysis Producing cashflow forecasts and financial planning scenarios Reviewing client information and highlighting potential planning needs for consideration by the Financial Planners Communicating professionally with clients, colleagues and product providers Ensuring client reports and supporting information are accurate, complete and professionally presented What we are looking for Applicants should have previous experience within Financial Planning, wealth management or an IFA environment, alongside a working understanding of: Pensions ISAs General Investment Accounts Investment bonds Experience using Intelliflo Office is highly desirable. CashCalc and Dynamic Planner experience would also be beneficial, although applicants who have used comparable cashflow planning and risk-profiling software will be considered. Experience of any of the following platforms would be useful: Royal London Quilter Parmenion Aviva Scottish Widows Platform Hubwise Transact Raymond James You should be comfortable gathering information from different sources, working with detailed financial data and producing accurate client-facing documents. Strong organisation, attention to detail and communication skills will be essential. Package Salary up to £30,000, depending on experience Annual bonus scheme 22 days' holiday plus bank holidays Christmas office closure, requiring only two days of annual leave for the full week 5% employer pension contribution after three months Three times salary death in service after three months Group critical illness cover of one times salary after 12 months Financial support for relevant professional qualifications Bonus of up to £100 for each relevant exam passed One day per week working from home after the first three months The role will initially be based in the Cheadle office five days per week for three months.
Payroll Administrator (Temp Ongoing / Potential Temp to Perm) Our client is seeking an experienced Payroll Administrator to join their team from mid-August. This role is ideal for a payroll professional who can confidently manage payroll while helping to improve processes, train colleagues, and provide expert guidance on payroll and pension compliance. Role: Payroll Administrator Location: Gravesend (Free Parking) Hours: Monday to Thursday 9am-5pm, Friday 9am-4pm Start: Mid-August Contract: Ongoing Temporary Position with potential to become permanent Key Responsibilities Processing payroll using Moneysoft Payroll Manager Identifying and implementing payroll process improvements Training and supporting colleagues on payroll best practice Managing pension administration through NEST Handling auto-enrolment, opt-ins, opt-outs and pension compliance Supporting with C I S payments (advantageous) Resolving payroll queries and ensuring accuracy Acting as a payroll specialist to streamline and simplify processes About You Proven payroll administration experience Strong working knowledge of Moneysoft Payroll Manager Experience administering workplace pensions, ideally via NEST Good understanding of pension legislation and auto-enrolment requirements Knowledge of C I S payments preferred Previous experience training, coaching or supporting teams Strong attention to detail and problem-solving skills What's on Offer? Weekly pay Flexible working arrangements Opportunity to improve processes and add value Friendly and supportive working environment Potential for a permanent, part-time opportunity Next Steps If you have the relevant payroll experience and are available for a mid-August start, please apply today with your most up-to-date CV. Due to the high volume of applications, only shortlisted candidates will be contacted. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention. Office Angels is an employment agency and business. We are an equal opportunities employer committed to creating an inclusive workplace for all. 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 27, 2026
Seasonal
Payroll Administrator (Temp Ongoing / Potential Temp to Perm) Our client is seeking an experienced Payroll Administrator to join their team from mid-August. This role is ideal for a payroll professional who can confidently manage payroll while helping to improve processes, train colleagues, and provide expert guidance on payroll and pension compliance. Role: Payroll Administrator Location: Gravesend (Free Parking) Hours: Monday to Thursday 9am-5pm, Friday 9am-4pm Start: Mid-August Contract: Ongoing Temporary Position with potential to become permanent Key Responsibilities Processing payroll using Moneysoft Payroll Manager Identifying and implementing payroll process improvements Training and supporting colleagues on payroll best practice Managing pension administration through NEST Handling auto-enrolment, opt-ins, opt-outs and pension compliance Supporting with C I S payments (advantageous) Resolving payroll queries and ensuring accuracy Acting as a payroll specialist to streamline and simplify processes About You Proven payroll administration experience Strong working knowledge of Moneysoft Payroll Manager Experience administering workplace pensions, ideally via NEST Good understanding of pension legislation and auto-enrolment requirements Knowledge of C I S payments preferred Previous experience training, coaching or supporting teams Strong attention to detail and problem-solving skills What's on Offer? Weekly pay Flexible working arrangements Opportunity to improve processes and add value Friendly and supportive working environment Potential for a permanent, part-time opportunity Next Steps If you have the relevant payroll experience and are available for a mid-August start, please apply today with your most up-to-date CV. Due to the high volume of applications, only shortlisted candidates will be contacted. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention. Office Angels is an employment agency and business. We are an equal opportunities employer committed to creating an inclusive workplace for all. 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.
This client provides the full range of actuarial and consultancy services. They require a pension's administrator to work within the pension's administration team servicing both member and client queries in relation to both Defined Benefit (DB) and Defined Contribution (DC) pension schemes. You will be required to process a wide range of routine and non-routine documentation within defined procedures as well as resolving customer enquiries. Key tasks would include drafting of non-standard correspondence in response to customer enquiries, inputting customer details, collating and analysing data. To be considered for this role you must have recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and have made significant progress through pensions' industry qualifications such as QPA would be beneficial. If you are looking to make a difference within the pensions sector then this opportunity is definitely worth investigating further. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Jul 27, 2026
Full time
This client provides the full range of actuarial and consultancy services. They require a pension's administrator to work within the pension's administration team servicing both member and client queries in relation to both Defined Benefit (DB) and Defined Contribution (DC) pension schemes. You will be required to process a wide range of routine and non-routine documentation within defined procedures as well as resolving customer enquiries. Key tasks would include drafting of non-standard correspondence in response to customer enquiries, inputting customer details, collating and analysing data. To be considered for this role you must have recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and have made significant progress through pensions' industry qualifications such as QPA would be beneficial. If you are looking to make a difference within the pensions sector then this opportunity is definitely worth investigating further. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
If delivering the right solutions for your clients is your top priority - based on a thorough understanding of your client's business, creative thinking and state-of-the-art systems then this could be the right opportunity for you. This global consultancy, operating from more than 700 global locations are currently looking to recruit an experienced DC Pensions / Employee Benefits Consultant to join their rapidly expanding team. Responsibilities will include servicing a portfolio of clients including undertaking renewals, collating and manipulating data, identifying of medical underwriting requirements, and processing medical underwriting and / or claims. The successful DC Pensions / Employee Benefits Consultant will be assisting in DC Pensions, the rebroking of Group Risk and Health Insurance policies including drafting of reports, attending meetings with clients, liaising with insurers and assisting with gathering market and product information. You will be undertaking project work and develop relationships with internal and external clients. APMI or good progress towards completion is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within pensions consulting. Rewards for the right candidate are a competitive basic salary and excellent benefits. This is your chance to be part of a company that has a strong brand name with excellent career opportunities. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Jul 27, 2026
Full time
If delivering the right solutions for your clients is your top priority - based on a thorough understanding of your client's business, creative thinking and state-of-the-art systems then this could be the right opportunity for you. This global consultancy, operating from more than 700 global locations are currently looking to recruit an experienced DC Pensions / Employee Benefits Consultant to join their rapidly expanding team. Responsibilities will include servicing a portfolio of clients including undertaking renewals, collating and manipulating data, identifying of medical underwriting requirements, and processing medical underwriting and / or claims. The successful DC Pensions / Employee Benefits Consultant will be assisting in DC Pensions, the rebroking of Group Risk and Health Insurance policies including drafting of reports, attending meetings with clients, liaising with insurers and assisting with gathering market and product information. You will be undertaking project work and develop relationships with internal and external clients. APMI or good progress towards completion is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within pensions consulting. Rewards for the right candidate are a competitive basic salary and excellent benefits. This is your chance to be part of a company that has a strong brand name with excellent career opportunities. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
