Our client is seeking a Deputy Administration Manager to join their pensions administration team in Bristol. Our client prides themselves on ensuring each client receives a dedicated service, fostering strong relationships and delivering exceptional customer service As Deputy Administration Manager your role will involve: Oversee annual and ad-hoc projects for defined benefit (DB) schemes Monitor and ensure timely completion of projects in line with legislative and client requirements Review and quality-check the work of less experienced administrators Monitor team accuracy, performance, and SLA adherence, taking action to ensure targets are achieved Conduct appraisals, probation reviews, mentoring sessions, and regular team catch-ups Ensure accurate use of the time recording system for chargeable and non-chargeable activities Maintain strong client relationships, acting as a credible partner for scheme trustees and sponsors Prepare, check, and issue administration bills Update change control logs, schedules, and internal spreadsheets Oversee breaches, errors, and complaints logs, ensuring prompt action and review Deputise at Administration Manager meetings when required Manage day-to-day workflow, holding regular meetings with senior team members to resolve issues and maintain progress The person: Expert knowledge of pensions administration (defined benefit schemes) across all processes: leavers, retirements, deaths, transfers, and reporting Strong understanding of current pensions legislation and regulatory frameworks (Pensions and Finance Acts) Proven supervisory and workflow management experience, including appraisals, performance monitoring, and recruitment Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) Strong people management skills, with the ability to motivate and support staff Demonstrable numerical aptitude through work or academic achievements Qualifications Minimum: Maths and English GCSE (Grade C/5 or above, or equivalent Desirable: Progression in a relevant pensions qualification (CPC, QPA, DPC, RPC, APMI) Benefits: Competitive salary and annual discretionary bonus 25 days' holiday (with buy/sell flexibility) Generous pension matching scheme Healthcare plan, life assurance, and employee discounts. Flexible benefits scheme and employee assistance program Digital GP service and paid volunteering days Referral bonuses for introducing suitable candidates
Jul 29, 2026
Full time
Our client is seeking a Deputy Administration Manager to join their pensions administration team in Bristol. Our client prides themselves on ensuring each client receives a dedicated service, fostering strong relationships and delivering exceptional customer service As Deputy Administration Manager your role will involve: Oversee annual and ad-hoc projects for defined benefit (DB) schemes Monitor and ensure timely completion of projects in line with legislative and client requirements Review and quality-check the work of less experienced administrators Monitor team accuracy, performance, and SLA adherence, taking action to ensure targets are achieved Conduct appraisals, probation reviews, mentoring sessions, and regular team catch-ups Ensure accurate use of the time recording system for chargeable and non-chargeable activities Maintain strong client relationships, acting as a credible partner for scheme trustees and sponsors Prepare, check, and issue administration bills Update change control logs, schedules, and internal spreadsheets Oversee breaches, errors, and complaints logs, ensuring prompt action and review Deputise at Administration Manager meetings when required Manage day-to-day workflow, holding regular meetings with senior team members to resolve issues and maintain progress The person: Expert knowledge of pensions administration (defined benefit schemes) across all processes: leavers, retirements, deaths, transfers, and reporting Strong understanding of current pensions legislation and regulatory frameworks (Pensions and Finance Acts) Proven supervisory and workflow management experience, including appraisals, performance monitoring, and recruitment Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) Strong people management skills, with the ability to motivate and support staff Demonstrable numerical aptitude through work or academic achievements Qualifications Minimum: Maths and English GCSE (Grade C/5 or above, or equivalent Desirable: Progression in a relevant pensions qualification (CPC, QPA, DPC, RPC, APMI) Benefits: Competitive salary and annual discretionary bonus 25 days' holiday (with buy/sell flexibility) Generous pension matching scheme Healthcare plan, life assurance, and employee discounts. Flexible benefits scheme and employee assistance program Digital GP service and paid volunteering days Referral bonuses for introducing suitable candidates
Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 Job Reference: 10409 T&C Manager role with a rapidly growing Financial Planning business, offering the opportunity to shape adviser development, support future talent, and play a key role within an expanding wealth management organisation. Job Description: Recruit UK are working with a leading Financial Planning firm to recruit a remote-based T&C Manager to support advisers across the South West (Bristol, Gloucestershire and Wiltshire). This is an exciting opportunity to join a forward-thinking business experiencing significant growth through strategic expansion. The successful candidate will play a pivotal role in developing advisers, supporting trainees through to CAS, and ensuring high standards of adviser competency across the business. You will take ownership of a portfolio of advisers, acting as a trusted coach and supervisor while working closely with advisers, compliance teams, and internal stakeholders. This is a relationship-focused role, ideal for someone who enjoys mentoring, developing talent, and making a positive impact on adviser careers. The role is remote-based, with regular travel across your region required to build strong relationships and provide face-to-face support with advisers. Duties: Act as first-line supervisor for advisers across varying levels of experience Support journeys to CAS Complete competency assessments, role plays, live observations, and provide constructive feedback Ensure advisers are supervised in line with the firm's T&C framework Deliver training interventions and coaching sessions for development Review KPIs to identify opportunities / agree appropriate CPD plans Support the creation and improvement of training materials and procedures Maintain up-to-date knowledge of FCA requirements, legislation, and industry standards Benefits: Competitive salary of up to £75,000 Discretionary performance-related bonus Remote working with regional travel PMI / Pension up to 10% / 25 days leave + BH + buy/sell + Xmas closure Life assurance / Health plan Skills and Experience Required: Current experience working within a Training & Competence role within Financial Services Level 4 Qualification (minimum) advanced (desirable) Experience supervising and developing advisers across pensions, investments, and protection Strong understanding of Financial Planning and delivering client-focused advice Proven coaching and mentoring experience Strong knowledge of FCA regulations and compliance requirements Understanding of complaints procedures, financial crime, GDPR, and relevant legislation Experience reviewing and improving policies, procedures, and training materials If you are an experienced T&C professional looking for an opportunity to influence adviser development within a growing organisation, we would love to hear from you.
Jul 29, 2026
Full time
Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 Job Reference: 10409 T&C Manager role with a rapidly growing Financial Planning business, offering the opportunity to shape adviser development, support future talent, and play a key role within an expanding wealth management organisation. Job Description: Recruit UK are working with a leading Financial Planning firm to recruit a remote-based T&C Manager to support advisers across the South West (Bristol, Gloucestershire and Wiltshire). This is an exciting opportunity to join a forward-thinking business experiencing significant growth through strategic expansion. The successful candidate will play a pivotal role in developing advisers, supporting trainees through to CAS, and ensuring high standards of adviser competency across the business. You will take ownership of a portfolio of advisers, acting as a trusted coach and supervisor while working closely with advisers, compliance teams, and internal stakeholders. This is a relationship-focused role, ideal for someone who enjoys mentoring, developing talent, and making a positive impact on adviser careers. The role is remote-based, with regular travel across your region required to build strong relationships and provide face-to-face support with advisers. Duties: Act as first-line supervisor for advisers across varying levels of experience Support journeys to CAS Complete competency assessments, role plays, live observations, and provide constructive feedback Ensure advisers are supervised in line with the firm's T&C framework Deliver training interventions and coaching sessions for development Review KPIs to identify opportunities / agree appropriate CPD plans Support the creation and improvement of training materials and procedures Maintain up-to-date knowledge of FCA requirements, legislation, and industry standards Benefits: Competitive salary of up to £75,000 Discretionary performance-related bonus Remote working with regional travel PMI / Pension up to 10% / 25 days leave + BH + buy/sell + Xmas closure Life assurance / Health plan Skills and Experience Required: Current experience working within a Training & Competence role within Financial Services Level 4 Qualification (minimum) advanced (desirable) Experience supervising and developing advisers across pensions, investments, and protection Strong understanding of Financial Planning and delivering client-focused advice Proven coaching and mentoring experience Strong knowledge of FCA regulations and compliance requirements Understanding of complaints procedures, financial crime, GDPR, and relevant legislation Experience reviewing and improving policies, procedures, and training materials If you are an experienced T&C professional looking for an opportunity to influence adviser development within a growing organisation, we would love to hear from you.
Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 Job Reference: 10409 T&C Manager role with a rapidly growing Financial Planning business, offering the opportunity to shape adviser development, support future talent, and play a key role within an expanding wealth management organisation. Job Description: Recruit UK are working with a leading Financial Planning firm to recruit a remote-based T&C Manager to support advisers across the South West (Bristol, Gloucestershire and Wiltshire). This is an exciting opportunity to join a forward-thinking business experiencing significant growth through strategic expansion. The successful candidate will play a pivotal role in developing advisers, supporting trainees through to CAS, and ensuring high standards of adviser competency across the business. You will take ownership of a portfolio of advisers, acting as a trusted coach and supervisor while working closely with advisers, compliance teams, and internal stakeholders. This is a relationship-focused role, ideal for someone who enjoys mentoring, developing talent, and making a positive impact on adviser careers. The role is remote-based, with regular travel across your region required to build strong relationships and provide face-to-face support with advisers. Duties: Act as first-line supervisor for advisers across varying levels of experience Support journeys to CAS Complete competency assessments, role plays, live observations, and provide constructive feedback Ensure advisers are supervised in line with the firm's T&C framework Deliver training interventions and coaching sessions for development Review KPIs to identify opportunities / agree appropriate CPD plans Support the creation and improvement of training materials and procedures Maintain up-to-date knowledge of FCA requirements, legislation, and industry standards Benefits: Competitive salary of up to £75,000 Discretionary performance-related bonus Remote working with regional travel PMI / Pension up to 10% / 25 days leave + BH + buy/sell + Xmas closure Life assurance / Health plan Skills and Experience Required: Current experience working within a Training & Competence role within Financial Services Level 4 Qualification (minimum) advanced (desirable) Experience supervising and developing advisers across pensions, investments, and protection Strong understanding of Financial Planning and delivering client-focused advice Proven coaching and mentoring experience Strong knowledge of FCA regulations and compliance requirements Understanding of complaints procedures, financial crime, GDPR, and relevant legislation Experience reviewing and improving policies, procedures, and training materials If you are an experienced T&C professional looking for an opportunity to influence adviser development within a growing organisation, we would love to hear from you.
Jul 28, 2026
Full time
Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 Job Reference: 10409 T&C Manager role with a rapidly growing Financial Planning business, offering the opportunity to shape adviser development, support future talent, and play a key role within an expanding wealth management organisation. Job Description: Recruit UK are working with a leading Financial Planning firm to recruit a remote-based T&C Manager to support advisers across the South West (Bristol, Gloucestershire and Wiltshire). This is an exciting opportunity to join a forward-thinking business experiencing significant growth through strategic expansion. The successful candidate will play a pivotal role in developing advisers, supporting trainees through to CAS, and ensuring high standards of adviser competency across the business. You will take ownership of a portfolio of advisers, acting as a trusted coach and supervisor while working closely with advisers, compliance teams, and internal stakeholders. This is a relationship-focused role, ideal for someone who enjoys mentoring, developing talent, and making a positive impact on adviser careers. The role is remote-based, with regular travel across your region required to build strong relationships and provide face-to-face support with advisers. Duties: Act as first-line supervisor for advisers across varying levels of experience Support journeys to CAS Complete competency assessments, role plays, live observations, and provide constructive feedback Ensure advisers are supervised in line with the firm's T&C framework Deliver training interventions and coaching sessions for development Review KPIs to identify opportunities / agree appropriate CPD plans Support the creation and improvement of training materials and procedures Maintain up-to-date knowledge of FCA requirements, legislation, and industry standards Benefits: Competitive salary of up to £75,000 Discretionary performance-related bonus Remote working with regional travel PMI / Pension up to 10% / 25 days leave + BH + buy/sell + Xmas closure Life assurance / Health plan Skills and Experience Required: Current experience working within a Training & Competence role within Financial Services Level 4 Qualification (minimum) advanced (desirable) Experience supervising and developing advisers across pensions, investments, and protection Strong understanding of Financial Planning and delivering client-focused advice Proven coaching and mentoring experience Strong knowledge of FCA regulations and compliance requirements Understanding of complaints procedures, financial crime, GDPR, and relevant legislation Experience reviewing and improving policies, procedures, and training materials If you are an experienced T&C professional looking for an opportunity to influence adviser development within a growing organisation, we would love to hear from you.
Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 Job Reference: 10409 T&C Manager role with a rapidly growing Financial Planning business, offering the opportunity to shape adviser development, support future talent, and play a key role within an expanding wealth management organisation. Job Description: Recruit UK are working with a leading Financial Planning firm to recruit a remote-based T&C Manager to support advisers across the South West (Bristol, Gloucestershire and Wiltshire). This is an exciting opportunity to join a forward-thinking business experiencing significant growth through strategic expansion. The successful candidate will play a pivotal role in developing advisers, supporting trainees through to CAS, and ensuring high standards of adviser competency across the business. You will take ownership of a portfolio of advisers, acting as a trusted coach and supervisor while working closely with advisers, compliance teams, and internal stakeholders. This is a relationship-focused role, ideal for someone who enjoys mentoring, developing talent, and making a positive impact on adviser careers. The role is remote-based, with regular travel across your region required to build strong relationships and provide face-to-face support with advisers. Duties: Act as first-line supervisor for advisers across varying levels of experience Support journeys to CAS Complete competency assessments, role plays, live observations, and provide constructive feedback Ensure advisers are supervised in line with the firm's T&C framework Deliver training interventions and coaching sessions for development Review KPIs to identify opportunities / agree appropriate CPD plans Support the creation and improvement of training materials and procedures Maintain up-to-date knowledge of FCA requirements, legislation, and industry standards Benefits: Competitive salary of up to £75,000 Discretionary performance-related bonus Remote working with regional travel PMI / Pension up to 10% / 25 days leave + BH + buy/sell + Xmas closure Life assurance / Health plan Skills and Experience Required: Current experience working within a Training & Competence role within Financial Services Level 4 Qualification (minimum) advanced (desirable) Experience supervising and developing advisers across pensions, investments, and protection Strong understanding of Financial Planning and delivering client-focused advice Proven coaching and mentoring experience Strong knowledge of FCA regulations and compliance requirements Understanding of complaints procedures, financial crime, GDPR, and relevant legislation Experience reviewing and improving policies, procedures, and training materials If you are an experienced T&C professional looking for an opportunity to influence adviser development within a growing organisation, we would love to hear from you.
Jul 28, 2026
Full time
Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 Job Reference: 10409 T&C Manager role with a rapidly growing Financial Planning business, offering the opportunity to shape adviser development, support future talent, and play a key role within an expanding wealth management organisation. Job Description: Recruit UK are working with a leading Financial Planning firm to recruit a remote-based T&C Manager to support advisers across the South West (Bristol, Gloucestershire and Wiltshire). This is an exciting opportunity to join a forward-thinking business experiencing significant growth through strategic expansion. The successful candidate will play a pivotal role in developing advisers, supporting trainees through to CAS, and ensuring high standards of adviser competency across the business. You will take ownership of a portfolio of advisers, acting as a trusted coach and supervisor while working closely with advisers, compliance teams, and internal stakeholders. This is a relationship-focused role, ideal for someone who enjoys mentoring, developing talent, and making a positive impact on adviser careers. The role is remote-based, with regular travel across your region required to build strong relationships and provide face-to-face support with advisers. Duties: Act as first-line supervisor for advisers across varying levels of experience Support journeys to CAS Complete competency assessments, role plays, live observations, and provide constructive feedback Ensure advisers are supervised in line with the firm's T&C framework Deliver training interventions and coaching sessions for development Review KPIs to identify opportunities / agree appropriate CPD plans Support the creation and improvement of training materials and procedures Maintain up-to-date knowledge of FCA requirements, legislation, and industry standards Benefits: Competitive salary of up to £75,000 Discretionary performance-related bonus Remote working with regional travel PMI / Pension up to 10% / 25 days leave + BH + buy/sell + Xmas closure Life assurance / Health plan Skills and Experience Required: Current experience working within a Training & Competence role within Financial Services Level 4 Qualification (minimum) advanced (desirable) Experience supervising and developing advisers across pensions, investments, and protection Strong understanding of Financial Planning and delivering client-focused advice Proven coaching and mentoring experience Strong knowledge of FCA regulations and compliance requirements Understanding of complaints procedures, financial crime, GDPR, and relevant legislation Experience reviewing and improving policies, procedures, and training materials If you are an experienced T&C professional looking for an opportunity to influence adviser development within a growing organisation, we would love to hear from you.
Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 Job Reference: 10409 T&C Manager role with a rapidly growing Financial Planning business, offering the opportunity to shape adviser development, support future talent, and play a key role within an expanding wealth management organisation. Job Description: Recruit UK are working with a leading Financial Planning firm to recruit a remote-based T&C Manager to support advisers across the South West (Bristol, Gloucestershire and Wiltshire). This is an exciting opportunity to join a forward-thinking business experiencing significant growth through strategic expansion. The successful candidate will play a pivotal role in developing advisers, supporting trainees through to CAS, and ensuring high standards of adviser competency across the business. You will take ownership of a portfolio of advisers, acting as a trusted coach and supervisor while working closely with advisers, compliance teams, and internal stakeholders. This is a relationship-focused role, ideal for someone who enjoys mentoring, developing talent, and making a positive impact on adviser careers. The role is remote-based, with regular travel across your region required to build strong relationships and provide face-to-face support with advisers. Duties: Act as first-line supervisor for advisers across varying levels of experience Support journeys to CAS Complete competency assessments, role plays, live observations, and provide constructive feedback Ensure advisers are supervised in line with the firm's T&C framework Deliver training interventions and coaching sessions for development Review KPIs to identify opportunities / agree appropriate CPD plans Support the creation and improvement of training materials and procedures Maintain up-to-date knowledge of FCA requirements, legislation, and industry standards Benefits: Competitive salary of up to £75,000 Discretionary performance-related bonus Remote working with regional travel PMI / Pension up to 10% / 25 days leave + BH + buy/sell + Xmas closure Life assurance / Health plan Skills and Experience Required: Current experience working within a Training & Competence role within Financial Services Level 4 Qualification (minimum) advanced (desirable) Experience supervising and developing advisers across pensions, investments, and protection Strong understanding of Financial Planning and delivering client-focused advice Proven coaching and mentoring experience Strong knowledge of FCA regulations and compliance requirements Understanding of complaints procedures, financial crime, GDPR, and relevant legislation Experience reviewing and improving policies, procedures, and training materials If you are an experienced T&C professional looking for an opportunity to influence adviser development within a growing organisation, we would love to hear from you.
Jul 28, 2026
Full time
Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 Job Reference: 10409 T&C Manager role with a rapidly growing Financial Planning business, offering the opportunity to shape adviser development, support future talent, and play a key role within an expanding wealth management organisation. Job Description: Recruit UK are working with a leading Financial Planning firm to recruit a remote-based T&C Manager to support advisers across the South West (Bristol, Gloucestershire and Wiltshire). This is an exciting opportunity to join a forward-thinking business experiencing significant growth through strategic expansion. The successful candidate will play a pivotal role in developing advisers, supporting trainees through to CAS, and ensuring high standards of adviser competency across the business. You will take ownership of a portfolio of advisers, acting as a trusted coach and supervisor while working closely with advisers, compliance teams, and internal stakeholders. This is a relationship-focused role, ideal for someone who enjoys mentoring, developing talent, and making a positive impact on adviser careers. The role is remote-based, with regular travel across your region required to build strong relationships and provide face-to-face support with advisers. Duties: Act as first-line supervisor for advisers across varying levels of experience Support journeys to CAS Complete competency assessments, role plays, live observations, and provide constructive feedback Ensure advisers are supervised in line with the firm's T&C framework Deliver training interventions and coaching sessions for development Review KPIs to identify opportunities / agree appropriate CPD plans Support the creation and improvement of training materials and procedures Maintain up-to-date knowledge of FCA requirements, legislation, and industry standards Benefits: Competitive salary of up to £75,000 Discretionary performance-related bonus Remote working with regional travel PMI / Pension up to 10% / 25 days leave + BH + buy/sell + Xmas closure Life assurance / Health plan Skills and Experience Required: Current experience working within a Training & Competence role within Financial Services Level 4 Qualification (minimum) advanced (desirable) Experience supervising and developing advisers across pensions, investments, and protection Strong understanding of Financial Planning and delivering client-focused advice Proven coaching and mentoring experience Strong knowledge of FCA regulations and compliance requirements Understanding of complaints procedures, financial crime, GDPR, and relevant legislation Experience reviewing and improving policies, procedures, and training materials If you are an experienced T&C professional looking for an opportunity to influence adviser development within a growing organisation, we would love to hear from you.
Alexander Lloyd is delighted to be partnering with a rapidly growing organisation as they continue to strengthen their Project Management function. Due to ongoing expansion, they are seeking an experienced Senior Project Manager with strong Defined Benefit (DB) pensions expertise to join their team. About the Role You'll lead a portfolio of large, complex, and high-visibility projects across the Pensions Administration and Consulting landscape. This includes: Implementations Benefit changes Pensions Dashboard GMP projects De-risking programmes Multi-provider and multi-stakeholder delivery This is a varied, strategic role where you'll be at the centre of major transformation and client-critical initiatives. Key Responsibilities Act as a trusted adviser to clients, third parties, and internal teams Build strong stakeholder relationships across all levels Provide guidance on complex pensions initiatives and support decision-making Manage end-to-end project delivery, ensuring timelines, budgets, and outcomes are met Lead cross-functional collaboration across multiple service lines Drive governance, risk management, and project controls Support continuous improvement and contribute to new delivery propositions Who We're Looking For This role is ideal for: Experienced Project Managers seeking progression, or Pensions professionals from consulting, transitions, implementations, or change who want to move into a dedicated project management role You'll need: Strong DB pensions knowledge Proven experience partnering closely with clients and stakeholders Excellent communication and relationship-building skills A structured, organised approach with the ability to manage multiple priorities Working Arrangements This role offers genuine flexibility - hybrid from any UK office or fully remote for the right person. Please quote 52510 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Jul 28, 2026
Full time
Alexander Lloyd is delighted to be partnering with a rapidly growing organisation as they continue to strengthen their Project Management function. Due to ongoing expansion, they are seeking an experienced Senior Project Manager with strong Defined Benefit (DB) pensions expertise to join their team. About the Role You'll lead a portfolio of large, complex, and high-visibility projects across the Pensions Administration and Consulting landscape. This includes: Implementations Benefit changes Pensions Dashboard GMP projects De-risking programmes Multi-provider and multi-stakeholder delivery This is a varied, strategic role where you'll be at the centre of major transformation and client-critical initiatives. Key Responsibilities Act as a trusted adviser to clients, third parties, and internal teams Build strong stakeholder relationships across all levels Provide guidance on complex pensions initiatives and support decision-making Manage end-to-end project delivery, ensuring timelines, budgets, and outcomes are met Lead cross-functional collaboration across multiple service lines Drive governance, risk management, and project controls Support continuous improvement and contribute to new delivery propositions Who We're Looking For This role is ideal for: Experienced Project Managers seeking progression, or Pensions professionals from consulting, transitions, implementations, or change who want to move into a dedicated project management role You'll need: Strong DB pensions knowledge Proven experience partnering closely with clients and stakeholders Excellent communication and relationship-building skills A structured, organised approach with the ability to manage multiple priorities Working Arrangements This role offers genuine flexibility - hybrid from any UK office or fully remote for the right person. Please quote 52510 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
University Access Officer We are looking for a University Access Officer based in London, working across up to four partner schools. The University Access Officer works with school staff at all levels, volunteer tutors and coaches, and with the rest of the team to ensure that the delivery of our programmes is optimised. Join an education charity that believes that every young person can make the most of education, unlocking their potential and creating a fairer society. Position: University Access Officer Location: London Contract: Permanent Salary: £29,227.50 per annum including London Weighting Hours: Full-time, 37.5 hours per week, Monday to Friday Close Date: 9am Friday 31st July Interview Date: Thursday 6th August in person About the Role The mission is to support students from under-resourced backgrounds to access top universities through a focus on mentoring in combination with tuition and/or coaching. The programme combats educational inequality and improves social mobility by raising students grades and supporting them to understand the pathway to a top university. Young people on the programme are 50% more likely to place at a top university compared to statistically similar students. Role responsibilities include: Work directly with students, mentoring in an impactful, professional and safe manner. Engage with school staff, your Programme Manager, and students in school to ensure that you have fully enrolled cohorts across all programmes. Coordinate the delivery of the programmes across allocated schools, acting as the sole on site representative. Assess student progress towards being able to make successful university applications. Work proactively with school staff to ensure their cooperation and timely completion of activities. Present at termly school meetings with Senior Management to report on our programmes progress. Support the wider team by attending university site visits which take place on occasional Saturdays and weekday evenings (paid time off is provided). About You You will also have: Skills in mentoring groups of students and 1:1. Excellent organisation and time management skills Able to communicate and influence impactfully at all levels. Able to work towards and meet deadlines with a problem-solving mindset. Able to effectively time manage and actively prioritise. Able to work independently, in busy school environments, with an ownership mindset. Skilled in building and maintaining excellent relationships with young people and school staff/leaders Good sense of attention to detail Can demonstrate an ability to take action to keep young people safe and raise concerns. Training and Development You will be provided with regular training so that you can develop your skills and succeed in the role. There is support from your line manager (Programme Manager), as well as guidance from more senior University Access Officers and the wider University Access Officer team. There are opportunities for progression, including several additional responsibility roles which are available for University Access Officers to apply for once they have completed their probationary period successfully. About the Organisation Join an organisations that believes that every young person should have the opportunity to fulfil their potential and make the most of their education. The team are passionate about reducing the educational barriers students face, helping them to pursue a career in their chosen field and follow their dreams. Benefits include: 25 days annual leave p.a. (pro rata) plus Bank Holidays and 5 Winter closure days PerkBox Employee Assistance Programme, a 24-hour helpline for staff and six free counselling sessions Online Medical assistance Interest-free travelcard loans and travel-allowance for expenses over £10 per day, where applicable. Cyclescheme loans. 2 paid Volunteering Days and 1 paid Wellbeing Day Employer s pensions contributions (3%). Learning and Development opportunities. The organisation is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. As a proud to be a Level 1 Disability Confident employer, if you require any reasonable adjustments please contact us. Please note, if you are selected for appointment to the role, you will be subject to a DBS check. You also have experience in roles such as Teaching Assistant, Schools Officer, Mentor, Pupil Mentor, School Mentor, Teacher Support, University Office, Access Officer, School Access Officer, University Access Officer, Education Access Officer, Higher Education Access Officer. Please note this role is advertised by the recruitment agency acting for the client, Not For Profit People.
Jul 27, 2026
Full time
University Access Officer We are looking for a University Access Officer based in London, working across up to four partner schools. The University Access Officer works with school staff at all levels, volunteer tutors and coaches, and with the rest of the team to ensure that the delivery of our programmes is optimised. Join an education charity that believes that every young person can make the most of education, unlocking their potential and creating a fairer society. Position: University Access Officer Location: London Contract: Permanent Salary: £29,227.50 per annum including London Weighting Hours: Full-time, 37.5 hours per week, Monday to Friday Close Date: 9am Friday 31st July Interview Date: Thursday 6th August in person About the Role The mission is to support students from under-resourced backgrounds to access top universities through a focus on mentoring in combination with tuition and/or coaching. The programme combats educational inequality and improves social mobility by raising students grades and supporting them to understand the pathway to a top university. Young people on the programme are 50% more likely to place at a top university compared to statistically similar students. Role responsibilities include: Work directly with students, mentoring in an impactful, professional and safe manner. Engage with school staff, your Programme Manager, and students in school to ensure that you have fully enrolled cohorts across all programmes. Coordinate the delivery of the programmes across allocated schools, acting as the sole on site representative. Assess student progress towards being able to make successful university applications. Work proactively with school staff to ensure their cooperation and timely completion of activities. Present at termly school meetings with Senior Management to report on our programmes progress. Support the wider team by attending university site visits which take place on occasional Saturdays and weekday evenings (paid time off is provided). About You You will also have: Skills in mentoring groups of students and 1:1. Excellent organisation and time management skills Able to communicate and influence impactfully at all levels. Able to work towards and meet deadlines with a problem-solving mindset. Able to effectively time manage and actively prioritise. Able to work independently, in busy school environments, with an ownership mindset. Skilled in building and maintaining excellent relationships with young people and school staff/leaders Good sense of attention to detail Can demonstrate an ability to take action to keep young people safe and raise concerns. Training and Development You will be provided with regular training so that you can develop your skills and succeed in the role. There is support from your line manager (Programme Manager), as well as guidance from more senior University Access Officers and the wider University Access Officer team. There are opportunities for progression, including several additional responsibility roles which are available for University Access Officers to apply for once they have completed their probationary period successfully. About the Organisation Join an organisations that believes that every young person should have the opportunity to fulfil their potential and make the most of their education. The team are passionate about reducing the educational barriers students face, helping them to pursue a career in their chosen field and follow their dreams. Benefits include: 25 days annual leave p.a. (pro rata) plus Bank Holidays and 5 Winter closure days PerkBox Employee Assistance Programme, a 24-hour helpline for staff and six free counselling sessions Online Medical assistance Interest-free travelcard loans and travel-allowance for expenses over £10 per day, where applicable. Cyclescheme loans. 2 paid Volunteering Days and 1 paid Wellbeing Day Employer s pensions contributions (3%). Learning and Development opportunities. The organisation is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. As a proud to be a Level 1 Disability Confident employer, if you require any reasonable adjustments please contact us. Please note, if you are selected for appointment to the role, you will be subject to a DBS check. You also have experience in roles such as Teaching Assistant, Schools Officer, Mentor, Pupil Mentor, School Mentor, Teacher Support, University Office, Access Officer, School Access Officer, University Access Officer, Education Access Officer, Higher Education Access Officer. Please note this role is advertised by the recruitment agency acting for the client, Not For Profit People.
Join us as a Senior Pensions Transitions Specialist within our Outsourcing Line of business. As a Senior Pensions Transition Specialist within our Speciality area your primary focus will be on the delivery of new client administration service installations. You will play an essential role from the initiation and sales phase through to completion and will typically act as an administration contact during the project delivery phase. You will need a strong background in all aspects of final salary pension administration and money purchase knowledge would also be advantageous. You will need to be able to support the co-ordination of transition tasks, provide guidance across multiple workstreams and have the ability to understand and explain complex issues. The Role Lead a portfolio of new client installs, attending regular transition calls / meetings with the client and as required by the ceding third party administrator. Ensure that all delivery promises and performance standards are achieved. Ensure that all procedures and client controls are established and documented during transition. Challenge procedures to identify and drive process improvements. Be a point of reference on technical issues and administration related queries. Coach, mentor and drive colleague training and development. Build relationships across Outsourcing teams (on and off-shore) and WTW lines of business. Work with the Transitions Team Manager to improve operational efficiency and reduce costs e.g. automation, full use of standard procedures. Support with the recruitment and selection of colleagues. Work with your team and the business to create a positive working environment. Provide an efficient, professional service to meet all client/members' needs and to promote the WTW brand. What you'll bring Demonstrable track record in dealing with DB occupational schemes is essential Experience of being involved in client meetings is highly preferred Interpersonal skills to include excellent written and verbal communication. Strong time management skills and the ability to organize and prioritise your tasks. Computer literate. Take pride in your work with accuracy and adherence to a high level of quality being paramount. Progression in PMI qualification desirable 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 15, 2026
Full time
Join us as a Senior Pensions Transitions Specialist within our Outsourcing Line of business. As a Senior Pensions Transition Specialist within our Speciality area your primary focus will be on the delivery of new client administration service installations. You will play an essential role from the initiation and sales phase through to completion and will typically act as an administration contact during the project delivery phase. You will need a strong background in all aspects of final salary pension administration and money purchase knowledge would also be advantageous. You will need to be able to support the co-ordination of transition tasks, provide guidance across multiple workstreams and have the ability to understand and explain complex issues. The Role Lead a portfolio of new client installs, attending regular transition calls / meetings with the client and as required by the ceding third party administrator. Ensure that all delivery promises and performance standards are achieved. Ensure that all procedures and client controls are established and documented during transition. Challenge procedures to identify and drive process improvements. Be a point of reference on technical issues and administration related queries. Coach, mentor and drive colleague training and development. Build relationships across Outsourcing teams (on and off-shore) and WTW lines of business. Work with the Transitions Team Manager to improve operational efficiency and reduce costs e.g. automation, full use of standard procedures. Support with the recruitment and selection of colleagues. Work with your team and the business to create a positive working environment. Provide an efficient, professional service to meet all client/members' needs and to promote the WTW brand. What you'll bring Demonstrable track record in dealing with DB occupational schemes is essential Experience of being involved in client meetings is highly preferred Interpersonal skills to include excellent written and verbal communication. Strong time management skills and the ability to organize and prioritise your tasks. Computer literate. Take pride in your work with accuracy and adherence to a high level of quality being paramount. Progression in PMI qualification desirable 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.
Purpose of the job: To help to deliver Foster Denovo's (SecondSight) Client Services Proposition by providing a high quality administration and support service to corporate clients and your Practice. This client focused role, involves supporting a number of clients and managing a busy workload to support Consulting Partners and the Practice Manager to deliver a clients' agreed services. Job summary: The successful candidate will be required to provide a consistent first class service to meet and where possible exceed a clients' expectations. Working within the pension side of the employee benefits team, a key part of this role is to be the main point of contact for a number of clients, (usually HR teams). The role holder will be required to manage their own administrative tasks in addition to supporting more junior members of the team. Juggling multiple pieces of work, this busy role will see the job holder get involved in more in-depth client support tasks, such as governance, feedback reports, uploads and assessments. Communication is a key part of this role to keep clients and Consulting Partner's updated. The role holder will need to have a warm and professional demeanour both on the telephone and in written form and the ability to build good relationships with our corporate clients Key skills and personal attributes: Having a thorough understanding of the EB processes, client file requirements and the regulatory requirements imposed by the FCA and deliver against these to agreed service standards. Following Secondsight processes to deliver what clients perceive to be a personalised and high quality service. Being proficient in the upload of client contribution and assessment files. Managing and producing client governance reports. Familiarising yourself with each client's circumstances, objectives and timescales to ensure that we are able to deliver against or where possible exceed the clients expectations. Checking back at the end of the process to ensure all meeting actions have been completed. Building relationships with your clients and managing any client queries, responding in a timely fashion and within SLA times. Organising and attending client meetings. Sending regular communications and updates to corporate clients. Managing client feedback, supporting with the annual DCJ with your clients. Supporting where required with advisor prep and advisor meeting days. Assisting with the production of monthly MI by maintaining central spreadsheets and activity logs. Providing regular updates to the Practice Manager and Partners in the practice. Supporting on the production of client engagement letters with Consulting Partners. About us Foster Denovo currently boast over 120 Financial Advisers supported by around 300 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advisers and employees. Our stakeholder community is an invisible bond that gives Foster Denovo its solid foundations. It also means that our people care about our reputation and brand. And as such, we aim to delight every client we come into contact with. When you join the Foster Denovo family, you benefit from our enviable reputation and years of industry experience. In everything we do, we're driven by a firm set of core values, and our friendly, stakeholder culture has been praised by employees, clients and partners alike. Foster Denovo are also proud to hold the platinum investors in people accreditation which shows a clear commitment to the people who make us an employer of choice. What we offer you: Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It's a culture that has created the space to think differently for the benefit of our clients. Our benefits package includes: 25 days holiday (increasing by an additional day per annum up to 30 days) Discretionary bonus Foster Denovo will match your personal pension contribution up to a maximum of 7.5% Life assurance of up to 4 x your salary; Income protection of 75% of your basic salary in the event of long term sickness Employees can use our financial advisers within the company for any financial advice or knowledge Interest free season tickets loans, eye care and childcare vouchers. Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)
Sep 24, 2025
Full time
Purpose of the job: To help to deliver Foster Denovo's (SecondSight) Client Services Proposition by providing a high quality administration and support service to corporate clients and your Practice. This client focused role, involves supporting a number of clients and managing a busy workload to support Consulting Partners and the Practice Manager to deliver a clients' agreed services. Job summary: The successful candidate will be required to provide a consistent first class service to meet and where possible exceed a clients' expectations. Working within the pension side of the employee benefits team, a key part of this role is to be the main point of contact for a number of clients, (usually HR teams). The role holder will be required to manage their own administrative tasks in addition to supporting more junior members of the team. Juggling multiple pieces of work, this busy role will see the job holder get involved in more in-depth client support tasks, such as governance, feedback reports, uploads and assessments. Communication is a key part of this role to keep clients and Consulting Partner's updated. The role holder will need to have a warm and professional demeanour both on the telephone and in written form and the ability to build good relationships with our corporate clients Key skills and personal attributes: Having a thorough understanding of the EB processes, client file requirements and the regulatory requirements imposed by the FCA and deliver against these to agreed service standards. Following Secondsight processes to deliver what clients perceive to be a personalised and high quality service. Being proficient in the upload of client contribution and assessment files. Managing and producing client governance reports. Familiarising yourself with each client's circumstances, objectives and timescales to ensure that we are able to deliver against or where possible exceed the clients expectations. Checking back at the end of the process to ensure all meeting actions have been completed. Building relationships with your clients and managing any client queries, responding in a timely fashion and within SLA times. Organising and attending client meetings. Sending regular communications and updates to corporate clients. Managing client feedback, supporting with the annual DCJ with your clients. Supporting where required with advisor prep and advisor meeting days. Assisting with the production of monthly MI by maintaining central spreadsheets and activity logs. Providing regular updates to the Practice Manager and Partners in the practice. Supporting on the production of client engagement letters with Consulting Partners. About us Foster Denovo currently boast over 120 Financial Advisers supported by around 300 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advisers and employees. Our stakeholder community is an invisible bond that gives Foster Denovo its solid foundations. It also means that our people care about our reputation and brand. And as such, we aim to delight every client we come into contact with. When you join the Foster Denovo family, you benefit from our enviable reputation and years of industry experience. In everything we do, we're driven by a firm set of core values, and our friendly, stakeholder culture has been praised by employees, clients and partners alike. Foster Denovo are also proud to hold the platinum investors in people accreditation which shows a clear commitment to the people who make us an employer of choice. What we offer you: Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It's a culture that has created the space to think differently for the benefit of our clients. Our benefits package includes: 25 days holiday (increasing by an additional day per annum up to 30 days) Discretionary bonus Foster Denovo will match your personal pension contribution up to a maximum of 7.5% Life assurance of up to 4 x your salary; Income protection of 75% of your basic salary in the event of long term sickness Employees can use our financial advisers within the company for any financial advice or knowledge Interest free season tickets loans, eye care and childcare vouchers. Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)
