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.
Aug 04, 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.
Your new company You'll be joining a well-established professional services organisation in the heart of Manchester, recognised for its high standards and client-first approach. Your new role This is a varied, client-facing position where you'll respond to enquiries that have come through the website, providing the highest levels of customer service. You will administer pensions advice and ensure all systems and databases are up-to-date. What you'll need to succeed You'll bring previous experience from a corporate or hospitality-style environment where delivering outstanding service has been a priority. You'll be someone who naturally builds rapport, stays calm under pressure, and is comfortable juggling multiple priorities. What you'll get in return In return, you'll have the opportunity to develop your career in a professional and supportive setting that values high performance and collaboration. Alongside a competitive salary of up to 30,000 plus a great benefits package. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Aug 04, 2026
Full time
Your new company You'll be joining a well-established professional services organisation in the heart of Manchester, recognised for its high standards and client-first approach. Your new role This is a varied, client-facing position where you'll respond to enquiries that have come through the website, providing the highest levels of customer service. You will administer pensions advice and ensure all systems and databases are up-to-date. What you'll need to succeed You'll bring previous experience from a corporate or hospitality-style environment where delivering outstanding service has been a priority. You'll be someone who naturally builds rapport, stays calm under pressure, and is comfortable juggling multiple priorities. What you'll get in return In return, you'll have the opportunity to develop your career in a professional and supportive setting that values high performance and collaboration. Alongside a competitive salary of up to 30,000 plus a great benefits package. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Payroll Specialist Required Immediately! Location: Huntingdon, Cambridgeshire (Office Based) Salary: £26,500 £29,000 per year Hours: Monday to Friday, 8:30am 5:00pm Benefits Company pension Free parking Monday to Friday schedule About the Role We are looking for a Payroll Specialist to join our Head Office payroll team in Huntingdon. You'll be responsible for processing weekly payroll for temporary workers while providing a high level of accuracy and customer service. Key Responsibilities Process weekly payroll Manage pensions and auto-enrolment Process tax codes and statutory payments Calculate holiday pay Complete compliance checks and references Respond to payroll queries What We're Looking For Payroll processing experience Knowledge of current payroll legislation Strong attention to detail and organisational skills Excellent customer service and communication Good Microsoft Excel and Office skills Positive, proactive attitude Understanding of GDPR and data protection If you're looking to join a supportive, growing business where your contribution is valued, we'd love to hear from you. Job Type: Full-time, Permanent
Aug 03, 2026
Full time
Payroll Specialist Required Immediately! Location: Huntingdon, Cambridgeshire (Office Based) Salary: £26,500 £29,000 per year Hours: Monday to Friday, 8:30am 5:00pm Benefits Company pension Free parking Monday to Friday schedule About the Role We are looking for a Payroll Specialist to join our Head Office payroll team in Huntingdon. You'll be responsible for processing weekly payroll for temporary workers while providing a high level of accuracy and customer service. Key Responsibilities Process weekly payroll Manage pensions and auto-enrolment Process tax codes and statutory payments Calculate holiday pay Complete compliance checks and references Respond to payroll queries What We're Looking For Payroll processing experience Knowledge of current payroll legislation Strong attention to detail and organisational skills Excellent customer service and communication Good Microsoft Excel and Office skills Positive, proactive attitude Understanding of GDPR and data protection If you're looking to join a supportive, growing business where your contribution is valued, we'd love to hear from you. Job Type: Full-time, Permanent
Assistant Pensions Administrator Cardiff, South Wales Location: Cardiff, South Wales Position Type: Permanent, Full-time Assistant Pensions Administrator Industry: Wealth Management / Financial Planning Salary: £25,000 £30,000 (depending on experience and qualifications) About the Role We're representing a well-established and growing wealth management practice based in Cardiff, providing tailored financial planning and wealth management services to individuals, families and business owners across South Wales and beyond. Due to continued growth, they are looking to recruit an Assistant Pensions Administrator to join their experienced and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to develop a long-term career within wealth management and financial services. Working alongside experienced advisers and administrators, you'll gain exposure to pension administration, compliance and client service while benefiting from ongoing training and genuine career progression. Key Responsibilities Process pension applications, transfers and associated client documentation. Liaise with pension providers, investment platforms and third-party organisations to progress client cases. Monitor outstanding requirements and ensure pension cases are completed efficiently. Maintain accurate client records and update CRM and back-office systems. Support financial advisers with client review preparation and pension administration. Assist with compliance activities, including file reviews, document checking and audit trail maintenance. Prepare client correspondence, meeting packs and supporting documentation. Manage electronic filing systems and ensure client records remain accurate and compliant. Coordinate appointments, manage diaries and handle client enquiries professionally. Provide general administrative support to the wider financial planning and wealth management team. Ideal Candidate Profile Previous experience within an administrative or office support role. Excellent organisational and time management skills with strong attention to detail. Confident using Microsoft Office, including Word, Excel and Outlook. Strong written and verbal communication skills. Professional, proactive and client-focused approach. Ability to work independently and collaboratively within a team. Previous experience within financial services, pensions, wealth management, compliance, legal services or another professional services environment would be advantageous. Experience using CRM, document management or financial planning software is desirable. An interest in building a long-term career within financial planning and wealth management. Willingness to study towards relevant professional qualifications would be beneficial. Why This Opportunity Stands Out Competitive salary of £25,000 £30,000 depending on experience. Supportive and collaborative team environment. Ongoing training and professional development. Clear career progression within a growing wealth management practice. Opportunity to gain industry-recognised professional qualifications. Exposure to a varied and interesting client portfolio. Modern systems and technology. Recognition and reward for performance, commitment and personal development. Long-term career opportunities within a respected financial planning business
Aug 03, 2026
Full time
Assistant Pensions Administrator Cardiff, South Wales Location: Cardiff, South Wales Position Type: Permanent, Full-time Assistant Pensions Administrator Industry: Wealth Management / Financial Planning Salary: £25,000 £30,000 (depending on experience and qualifications) About the Role We're representing a well-established and growing wealth management practice based in Cardiff, providing tailored financial planning and wealth management services to individuals, families and business owners across South Wales and beyond. Due to continued growth, they are looking to recruit an Assistant Pensions Administrator to join their experienced and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to develop a long-term career within wealth management and financial services. Working alongside experienced advisers and administrators, you'll gain exposure to pension administration, compliance and client service while benefiting from ongoing training and genuine career progression. Key Responsibilities Process pension applications, transfers and associated client documentation. Liaise with pension providers, investment platforms and third-party organisations to progress client cases. Monitor outstanding requirements and ensure pension cases are completed efficiently. Maintain accurate client records and update CRM and back-office systems. Support financial advisers with client review preparation and pension administration. Assist with compliance activities, including file reviews, document checking and audit trail maintenance. Prepare client correspondence, meeting packs and supporting documentation. Manage electronic filing systems and ensure client records remain accurate and compliant. Coordinate appointments, manage diaries and handle client enquiries professionally. Provide general administrative support to the wider financial planning and wealth management team. Ideal Candidate Profile Previous experience within an administrative or office support role. Excellent organisational and time management skills with strong attention to detail. Confident using Microsoft Office, including Word, Excel and Outlook. Strong written and verbal communication skills. Professional, proactive and client-focused approach. Ability to work independently and collaboratively within a team. Previous experience within financial services, pensions, wealth management, compliance, legal services or another professional services environment would be advantageous. Experience using CRM, document management or financial planning software is desirable. An interest in building a long-term career within financial planning and wealth management. Willingness to study towards relevant professional qualifications would be beneficial. Why This Opportunity Stands Out Competitive salary of £25,000 £30,000 depending on experience. Supportive and collaborative team environment. Ongoing training and professional development. Clear career progression within a growing wealth management practice. Opportunity to gain industry-recognised professional qualifications. Exposure to a varied and interesting client portfolio. Modern systems and technology. Recognition and reward for performance, commitment and personal development. Long-term career opportunities within a respected financial planning business
IFA Administrator Location: North West (Hybrid Working Available) Job Type: Full-Time, Permanent Salary: Competitive + Excellent Benefits The Opportunity An established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team. This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with Financial Advisers and Paraplanners, supporting clients throughout their financial planning journey across pensions, investments, protection, and wealth management solutions. The successful candidate will play a key role in ensuring the smooth delivery of client services while maintaining the highest standards of accuracy, compliance, and professionalism. Key Responsibilities New Business Administration Process and submit new business applications across pensions, investments, ISAs, bonds, and protection products. Ensure applications are completed accurately and submitted within agreed timescales. Monitor cases through to completion and proactively manage outstanding requirements. Client Servicing & Reviews Prepare valuations, reports, and review packs for adviser meetings. Support ongoing client servicing and review processes. Ensure all post-review actions are completed accurately and efficiently. Provider & Platform Liaison Liaise with providers and investment platforms to obtain valuations, illustrations, and policy information. Submit and manage Letters of Authority. Chase providers and third parties to ensure timely case progression. Client Records & Compliance Maintain accurate and up-to-date client records on back-office systems. Ensure all files are fully documented and audit-ready. Adhere to FCA regulations, Consumer Duty principles, and internal procedures at all times. Client & Adviser Support Act as a key point of contact for client and provider enquiries. Provide professional and efficient support to Financial Advisers and Paraplanners. Contribute to delivering an exceptional client experience throughout the advice process. What's on Offer? In addition to a competitive salary, you'll benefit from an outstanding package including: 25 days annual leave plus bank holidays Your birthday off every year Paid Christmas shutdown 9-day working fortnight - enjoy a paid day off every other week 5% employer pension contribution with enhanced salary sacrifice benefits Death in Service cover (10x salary) Private Medical Insurance Health Cash Plan Employee discounts and lifestyle benefits programme Study support and professional development opportunities Referral bonus scheme Discretionary performance bonus Why Apply? This is a fantastic opportunity to join a supportive and forward-thinking financial planning business that genuinely invests in its people. You'll enjoy a positive working environment, excellent work-life balance, and the opportunity to further develop your career within a growing organisation. If you're an experienced IFA Administrator looking for your next challenge, we'd love to hear from you.
Aug 03, 2026
Full time
IFA Administrator Location: North West (Hybrid Working Available) Job Type: Full-Time, Permanent Salary: Competitive + Excellent Benefits The Opportunity An established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team. This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with Financial Advisers and Paraplanners, supporting clients throughout their financial planning journey across pensions, investments, protection, and wealth management solutions. The successful candidate will play a key role in ensuring the smooth delivery of client services while maintaining the highest standards of accuracy, compliance, and professionalism. Key Responsibilities New Business Administration Process and submit new business applications across pensions, investments, ISAs, bonds, and protection products. Ensure applications are completed accurately and submitted within agreed timescales. Monitor cases through to completion and proactively manage outstanding requirements. Client Servicing & Reviews Prepare valuations, reports, and review packs for adviser meetings. Support ongoing client servicing and review processes. Ensure all post-review actions are completed accurately and efficiently. Provider & Platform Liaison Liaise with providers and investment platforms to obtain valuations, illustrations, and policy information. Submit and manage Letters of Authority. Chase providers and third parties to ensure timely case progression. Client Records & Compliance Maintain accurate and up-to-date client records on back-office systems. Ensure all files are fully documented and audit-ready. Adhere to FCA regulations, Consumer Duty principles, and internal procedures at all times. Client & Adviser Support Act as a key point of contact for client and provider enquiries. Provide professional and efficient support to Financial Advisers and Paraplanners. Contribute to delivering an exceptional client experience throughout the advice process. What's on Offer? In addition to a competitive salary, you'll benefit from an outstanding package including: 25 days annual leave plus bank holidays Your birthday off every year Paid Christmas shutdown 9-day working fortnight - enjoy a paid day off every other week 5% employer pension contribution with enhanced salary sacrifice benefits Death in Service cover (10x salary) Private Medical Insurance Health Cash Plan Employee discounts and lifestyle benefits programme Study support and professional development opportunities Referral bonus scheme Discretionary performance bonus Why Apply? This is a fantastic opportunity to join a supportive and forward-thinking financial planning business that genuinely invests in its people. You'll enjoy a positive working environment, excellent work-life balance, and the opportunity to further develop your career within a growing organisation. If you're an experienced IFA Administrator looking for your next challenge, we'd love to hear from you.
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
Aug 03, 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
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
Aug 03, 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
Senior Pensions Administrator At the heart of every pension scheme are its members. That's why our client combine outstanding customer service with technical expertise, robust quality controls, and a supportive team culture. We're now looking for a DB Pensions Administrator to join their growing administration team and help deliver a first-class service to our clients and their members click apply for full job details
Aug 03, 2026
Full time
Senior Pensions Administrator At the heart of every pension scheme are its members. That's why our client combine outstanding customer service with technical expertise, robust quality controls, and a supportive team culture. We're now looking for a DB Pensions Administrator to join their growing administration team and help deliver a first-class service to our clients and their members click apply for full job details
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.
Aug 03, 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.
Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available to Paraplanner. Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.
Aug 03, 2026
Full time
Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available to Paraplanner. Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.
Financial Services Administrator (Part-Time) Location: Malmesbury, Wiltshire Salary: £30,000 - £35,000 pro rata (dependent on experience) Hours: Part-time - 3 days per week (flexible working pattern) Working Arrangement: Office-based initially, with the opportunity for hybrid working (1 day per week from home) following successful completion of probation What's On Offer Competitive salary of £30,000 - £35,000 pro rata depending on experience Flexible part-time working arrangement (3 days per week) Flexibility around working days and hours, with Fridays required Office-based role within a professional financial services environment Hybrid working opportunity following successful completion of probation Opportunity to join an established and successful team Supportive working environment with long-term career stability About You You will be an experienced Financial Services Administrator who takes pride in delivering a high level of service and enjoys being part of a close-knit team. You will be organised, dependable and able to work independently while managing a varied workload. About the Opportunity An established and highly regarded independent financial services firm based in Malmsbury is looking to appoint an experienced Financial Services Administrator to join their professional and friendly team. This is an excellent opportunity for an experienced administrator who is looking for a part-time role within a supportive environment, where they can play a key role in delivering an excellent service to clients and supporting experienced Financial Advisers. The working pattern is flexible, with the successful candidate able to agree suitable days and hours around their requirements; however, availability to work on a Friday will be essential. The Role Working closely with Financial Advisers and the wider support team, you will provide high-quality administrative support across the full client journey. You will be responsible for ensuring client cases are processed efficiently, records are maintained accurately, and clients receive a professional and timely service. The role would suit an experienced Financial Services Administrator who enjoys working within a client-focused environment and has a strong understanding of the requirements of an IFA or wealth management business. Key Responsibilities Providing comprehensive administrative support to Financial Advisers Managing client administration throughout the financial planning process Preparing client documentation, reports and correspondence Processing new business applications and tracking cases through to completion Liaising with pension providers, investment platforms, insurers and other third parties Maintaining accurate client records and updating internal systems Preparing meeting packs and adviser support documentation Supporting ongoing client reviews and servicing requirements Assisting with compliance-related administration and ensuring FCA processes are followed Handling client queries professionally and providing excellent levels of service Skills & Experience Required Previous experience within Financial Services administration is essential Experience working within an IFA, wealth management or financial planning environment Good understanding of pensions, investments, protection and general financial planning processes Strong organisational skills with excellent attention to detail Ability to manage multiple priorities and work to deadlines Confident communicating with clients, providers and colleagues Strong IT skills including Microsoft Office and experience using financial services systems Professional, reliable and client-focused approach
Aug 03, 2026
Full time
Financial Services Administrator (Part-Time) Location: Malmesbury, Wiltshire Salary: £30,000 - £35,000 pro rata (dependent on experience) Hours: Part-time - 3 days per week (flexible working pattern) Working Arrangement: Office-based initially, with the opportunity for hybrid working (1 day per week from home) following successful completion of probation What's On Offer Competitive salary of £30,000 - £35,000 pro rata depending on experience Flexible part-time working arrangement (3 days per week) Flexibility around working days and hours, with Fridays required Office-based role within a professional financial services environment Hybrid working opportunity following successful completion of probation Opportunity to join an established and successful team Supportive working environment with long-term career stability About You You will be an experienced Financial Services Administrator who takes pride in delivering a high level of service and enjoys being part of a close-knit team. You will be organised, dependable and able to work independently while managing a varied workload. About the Opportunity An established and highly regarded independent financial services firm based in Malmsbury is looking to appoint an experienced Financial Services Administrator to join their professional and friendly team. This is an excellent opportunity for an experienced administrator who is looking for a part-time role within a supportive environment, where they can play a key role in delivering an excellent service to clients and supporting experienced Financial Advisers. The working pattern is flexible, with the successful candidate able to agree suitable days and hours around their requirements; however, availability to work on a Friday will be essential. The Role Working closely with Financial Advisers and the wider support team, you will provide high-quality administrative support across the full client journey. You will be responsible for ensuring client cases are processed efficiently, records are maintained accurately, and clients receive a professional and timely service. The role would suit an experienced Financial Services Administrator who enjoys working within a client-focused environment and has a strong understanding of the requirements of an IFA or wealth management business. Key Responsibilities Providing comprehensive administrative support to Financial Advisers Managing client administration throughout the financial planning process Preparing client documentation, reports and correspondence Processing new business applications and tracking cases through to completion Liaising with pension providers, investment platforms, insurers and other third parties Maintaining accurate client records and updating internal systems Preparing meeting packs and adviser support documentation Supporting ongoing client reviews and servicing requirements Assisting with compliance-related administration and ensuring FCA processes are followed Handling client queries professionally and providing excellent levels of service Skills & Experience Required Previous experience within Financial Services administration is essential Experience working within an IFA, wealth management or financial planning environment Good understanding of pensions, investments, protection and general financial planning processes Strong organisational skills with excellent attention to detail Ability to manage multiple priorities and work to deadlines Confident communicating with clients, providers and colleagues Strong IT skills including Microsoft Office and experience using financial services systems Professional, reliable and client-focused approach
IFA Administrator Location: Farnborough (hybrid working available) Salary: £27,000 - £33,500 + excellent benefits Our client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of financial products. Key responsibilities: Processing new business across investments (ISAs, bonds, investment accounts), pensions, and protection (individual and corporate) Managing cases from submission through to "in force" status Proactively managing pipeline cases in line with SLAs Raising new business invoices Booking annual review meetings Handling queries from advisers, clients, and providers Maintaining accurate and compliant client records Ensuring documentation is stored correctly Supporting wider team objectives and service standards Experience required: Previous financial services experience (ideally within an IFA or provider environment) Experience processing new business across multiple product types Strong administrative and customer service skills Proficiency in Microsoft Word and Excel Minimum of 5 GCSEs (A-C / 9-4), including Maths and English Desirable: Experience with life, investment, or pensions products Exposure to DB transfers Understanding of regulated environments and compliance processes Benefits include: Private medical insurance (self-cover) Income protection (75% of salary for up to 3 years) Life assurance (4x salary) Critical illness cover (£50,000 lump sum) Pension (6% employer / 3% employee)
Aug 03, 2026
Full time
IFA Administrator Location: Farnborough (hybrid working available) Salary: £27,000 - £33,500 + excellent benefits Our client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of financial products. Key responsibilities: Processing new business across investments (ISAs, bonds, investment accounts), pensions, and protection (individual and corporate) Managing cases from submission through to "in force" status Proactively managing pipeline cases in line with SLAs Raising new business invoices Booking annual review meetings Handling queries from advisers, clients, and providers Maintaining accurate and compliant client records Ensuring documentation is stored correctly Supporting wider team objectives and service standards Experience required: Previous financial services experience (ideally within an IFA or provider environment) Experience processing new business across multiple product types Strong administrative and customer service skills Proficiency in Microsoft Word and Excel Minimum of 5 GCSEs (A-C / 9-4), including Maths and English Desirable: Experience with life, investment, or pensions products Exposure to DB transfers Understanding of regulated environments and compliance processes Benefits include: Private medical insurance (self-cover) Income protection (75% of salary for up to 3 years) Life assurance (4x salary) Critical illness cover (£50,000 lump sum) Pension (6% employer / 3% employee)
Our client, a well established an already established but expanding wealth management employee benefits consultancy, is currently looking to recruit an experienced Employee Benefits Administrator into their team. Candidates will be responsible for providing administration and general support to an Employee Benefits Consultant in the day to day running of client accounts across a range of pensions, group risk, group healthcare, flexible benefits etc. You will co-ordinate and undertake all administration in relation to the schemes including updating member data, renewals, claims data, communication materials and other associated queries. Candidates need to come from an employee benefits background and have experience in administering Corporate pensions or Group Healthcare or Group Risk schemes including GPP's, Group Private Medical insurance, Group Risk and flexible benefit schemes. Candidates will ideally hold professional qualifications although this is not essential. You will have excellent communication skills and ideally experience of dealing with a range of SME and Corporate clients. In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package.
Aug 02, 2026
Full time
Our client, a well established an already established but expanding wealth management employee benefits consultancy, is currently looking to recruit an experienced Employee Benefits Administrator into their team. Candidates will be responsible for providing administration and general support to an Employee Benefits Consultant in the day to day running of client accounts across a range of pensions, group risk, group healthcare, flexible benefits etc. You will co-ordinate and undertake all administration in relation to the schemes including updating member data, renewals, claims data, communication materials and other associated queries. Candidates need to come from an employee benefits background and have experience in administering Corporate pensions or Group Healthcare or Group Risk schemes including GPP's, Group Private Medical insurance, Group Risk and flexible benefit schemes. Candidates will ideally hold professional qualifications although this is not essential. You will have excellent communication skills and ideally experience of dealing with a range of SME and Corporate clients. In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package.
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Hybrid and flexible working arrangements Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Aug 02, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Hybrid and flexible working arrangements Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
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.
Aug 02, 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.
Pensions Analyst (Accounts & Member Data) Location: Crawley Salary: 37,000 plus 7.5% bonus Contract: Permanent Closing date: 09/08/2026 Are you an analytical pensions or finance professional who enjoys working with complex data, improving controls and turning information into clear insight? UK Power Networks is looking for a Pensions Analyst to join our in-house pensions team and support the accuracy, validity and reporting of member, scheme and financial data. Reporting to the Pensions Project Manager within the Human Resources directorate, you will play a key role in preparing pension scheme accounts, producing management information and supporting high-quality reporting across member benefit data. You will work with internal teams and external partners including Finance, HR, Payroll, administrators, actuaries, auditors, custodians and investment managers. You will help prepare quarterly pension scheme management accounts, analyse and validate member data, support actuarial valuations and accounting disclosures, and identify trends, anomalies and opportunities to improve data quality. You will also contribute to governance, regulatory compliance, audit trails, data controls and continuous improvement activity across reporting and reconciliation processes. This is a great opportunity to apply your pensions, accounting and data analysis experience in a role where accuracy, insight and collaboration really matter. You will be trusted to investigate data issues, present findings to non-technical stakeholders and support decision-making through clear, reliable reporting. Permanent role based in Crawley, with blended working available after probation: 3 days in the office and 2 days remote. 37,000 salary plus 7.5% bonus. 25 days annual leave plus bank holidays. Personal Pension Plan with UK Power Networks contributions of 8% or 10% depending on your contribution rate. Access to benefits including Cycle to Work, Home & Tech, Green Car Leasing, discounted gym membership, Employee Assistance Programme and retailer discounts. You will bring experience from pensions, finance, accounting or a related analytical environment, along with advanced Excel skills and the ability to work confidently with large datasets. Knowledge of SQL-based languages, data validation, reconciliation, reporting tools such as Power BI and pension scheme structures will help you succeed. Experience with DB/DC schemes, SAP, Aviary, Pensions Office, APIs or pension scheme accounting requirements would be beneficial. If you are methodical, proactive and confident turning complex data into meaningful insight, we would like to hear from you. Apply by 09/08/2026 to join UK Power Networks as a Pensions Analyst and help strengthen the quality, integrity and reporting of our pensions data. For more information and to view the full job description please click apply! If you have any queries in connection to this vacancy or your application, please contact us at quoting the vacancy reference number and a member of the team will get in touch with you as soon as possible.
Aug 02, 2026
Full time
Pensions Analyst (Accounts & Member Data) Location: Crawley Salary: 37,000 plus 7.5% bonus Contract: Permanent Closing date: 09/08/2026 Are you an analytical pensions or finance professional who enjoys working with complex data, improving controls and turning information into clear insight? UK Power Networks is looking for a Pensions Analyst to join our in-house pensions team and support the accuracy, validity and reporting of member, scheme and financial data. Reporting to the Pensions Project Manager within the Human Resources directorate, you will play a key role in preparing pension scheme accounts, producing management information and supporting high-quality reporting across member benefit data. You will work with internal teams and external partners including Finance, HR, Payroll, administrators, actuaries, auditors, custodians and investment managers. You will help prepare quarterly pension scheme management accounts, analyse and validate member data, support actuarial valuations and accounting disclosures, and identify trends, anomalies and opportunities to improve data quality. You will also contribute to governance, regulatory compliance, audit trails, data controls and continuous improvement activity across reporting and reconciliation processes. This is a great opportunity to apply your pensions, accounting and data analysis experience in a role where accuracy, insight and collaboration really matter. You will be trusted to investigate data issues, present findings to non-technical stakeholders and support decision-making through clear, reliable reporting. Permanent role based in Crawley, with blended working available after probation: 3 days in the office and 2 days remote. 37,000 salary plus 7.5% bonus. 25 days annual leave plus bank holidays. Personal Pension Plan with UK Power Networks contributions of 8% or 10% depending on your contribution rate. Access to benefits including Cycle to Work, Home & Tech, Green Car Leasing, discounted gym membership, Employee Assistance Programme and retailer discounts. You will bring experience from pensions, finance, accounting or a related analytical environment, along with advanced Excel skills and the ability to work confidently with large datasets. Knowledge of SQL-based languages, data validation, reconciliation, reporting tools such as Power BI and pension scheme structures will help you succeed. Experience with DB/DC schemes, SAP, Aviary, Pensions Office, APIs or pension scheme accounting requirements would be beneficial. If you are methodical, proactive and confident turning complex data into meaningful insight, we would like to hear from you. Apply by 09/08/2026 to join UK Power Networks as a Pensions Analyst and help strengthen the quality, integrity and reporting of our pensions data. For more information and to view the full job description please click apply! If you have any queries in connection to this vacancy or your application, please contact us at quoting the vacancy reference number and a member of the team will get in touch with you as soon as possible.
SIPP Team Administrator London/Hybrid FTC - 6 Months Salary circa £35,000 - £38,000 Purpose Provide administrative support to the SIPP team, on-boarding, maintaining, and monitoring all administration of the SIPP operations ensuring quality service and adherence to service levels. This will involve liaising with colleagues, internal and external clients and third parties. Requirements of the firm and the regulator must always be met. Responsibilities SIPP Administration Process and checking all SIPP client on boarding. Checking all documentation before final submission to ensure it complies with company and HMRC guidelines Set up and maintain client, portfolio and account data in company and Pershing systems in an accurate and timely manner Ensuring all payrolls are processed in an accurate and timely manner Monitoring all benefit requests and maintaining sell and withdraws via internal systems and operation teams to ensure payroll is met Completing AML checks for new and existing clients - including KYC and bank account validation checks Process contribution payments into the SIPP and set up Direct Debits via GoCardless when required Managing account opening, taking benefit, contribution and other documentation with third party administrator to ensure SLA is met. Completing daily reconciliations and supporting reconciliation of all SIPP bank accounts Issuing all correspondence produced by third party administrator to clients. Responding to all client queries internally and externally. Efficiently and effectively answering telephone and email queries from intermediaries, escalating in a minority of cases as appropriate Ensure compliance with industry regulation - specifically MiFID II and AEOI legislation Liaise closely with front office and Transitions teams to ensure efficient completion of SIPP on boarding and SIPP transfers Error and complaints handling if required Completion of systems testing if required Own SIPP fee processes Update daily Management Information and any adhoc requests requested Identify new and make changes to all SIPP procedures - draft and discuss changes where necessary for approval Provide input into daily weekly calls with SIPP team and Third-Party administrator Other Provide clear and accurate reports to Line Manager relating to any data capture, missing information or management information requested Build good and lasting relationships with clients and third parties (internal and external). Understand their motivations Act promptly and professionally to resolve client (internal and external) and colleague enquiries or concerns Adhere to procedures and policies Other responsibilities as reasonably required by line manager Skills: Accuracy, thoroughness, and attention to detail Excellent telephone manner including the ability to actively listen to, troubleshoot and resolve customer queries. Organisation and prioritisation skills to manage own workload to meet deadlines Good communication skills (oral and written) in order to deal with queries received via telephone, email and face to face, and to ensure responses and updates are both clear and relevant and have client focus insight. Ability to see things through to their logical conclusion, think strategically and keep client focus Understanding the importance of treating customers fairly to deal with any issues that occur promptly and efficiently Knowledge: 1-3 years of Pension and SIPP experience is desirable Experience of payroll processing preferred Experience within a wealth management or asset management environment is desirable Strong knowledge of client account records, including AML client ID guidelines Understanding and knowledge of MiFID II requirements Knowledge of Pershing NEXUS system is an advantage Familiarisation with Dunstan Thomas' Imago Back Office software to be able to look up information when answering queries Knowledge of Electronic reregistration and Origo and Altus is an advantage Qualifications: Completion of the CII certificate in pensions administration (FA2) would be an advantage Other relevant information Reports to the SIPP Service Team Manager and will be working closely with the SIPP Oversight Manager. Subscribe to companys Mission and Tenets and Treating Customers Fairly initiatives This role works closely with others within the operations team and business, sharing the workload and responsibility so a 'team' attitude is needed - helping others when required Flexible attitude to duties as training will be given in all aspects of the operations roles Flexible attitude to working hours - sometimes the workload will demand additional commitment outside the contractual hours
Aug 02, 2026
Full time
SIPP Team Administrator London/Hybrid FTC - 6 Months Salary circa £35,000 - £38,000 Purpose Provide administrative support to the SIPP team, on-boarding, maintaining, and monitoring all administration of the SIPP operations ensuring quality service and adherence to service levels. This will involve liaising with colleagues, internal and external clients and third parties. Requirements of the firm and the regulator must always be met. Responsibilities SIPP Administration Process and checking all SIPP client on boarding. Checking all documentation before final submission to ensure it complies with company and HMRC guidelines Set up and maintain client, portfolio and account data in company and Pershing systems in an accurate and timely manner Ensuring all payrolls are processed in an accurate and timely manner Monitoring all benefit requests and maintaining sell and withdraws via internal systems and operation teams to ensure payroll is met Completing AML checks for new and existing clients - including KYC and bank account validation checks Process contribution payments into the SIPP and set up Direct Debits via GoCardless when required Managing account opening, taking benefit, contribution and other documentation with third party administrator to ensure SLA is met. Completing daily reconciliations and supporting reconciliation of all SIPP bank accounts Issuing all correspondence produced by third party administrator to clients. Responding to all client queries internally and externally. Efficiently and effectively answering telephone and email queries from intermediaries, escalating in a minority of cases as appropriate Ensure compliance with industry regulation - specifically MiFID II and AEOI legislation Liaise closely with front office and Transitions teams to ensure efficient completion of SIPP on boarding and SIPP transfers Error and complaints handling if required Completion of systems testing if required Own SIPP fee processes Update daily Management Information and any adhoc requests requested Identify new and make changes to all SIPP procedures - draft and discuss changes where necessary for approval Provide input into daily weekly calls with SIPP team and Third-Party administrator Other Provide clear and accurate reports to Line Manager relating to any data capture, missing information or management information requested Build good and lasting relationships with clients and third parties (internal and external). Understand their motivations Act promptly and professionally to resolve client (internal and external) and colleague enquiries or concerns Adhere to procedures and policies Other responsibilities as reasonably required by line manager Skills: Accuracy, thoroughness, and attention to detail Excellent telephone manner including the ability to actively listen to, troubleshoot and resolve customer queries. Organisation and prioritisation skills to manage own workload to meet deadlines Good communication skills (oral and written) in order to deal with queries received via telephone, email and face to face, and to ensure responses and updates are both clear and relevant and have client focus insight. Ability to see things through to their logical conclusion, think strategically and keep client focus Understanding the importance of treating customers fairly to deal with any issues that occur promptly and efficiently Knowledge: 1-3 years of Pension and SIPP experience is desirable Experience of payroll processing preferred Experience within a wealth management or asset management environment is desirable Strong knowledge of client account records, including AML client ID guidelines Understanding and knowledge of MiFID II requirements Knowledge of Pershing NEXUS system is an advantage Familiarisation with Dunstan Thomas' Imago Back Office software to be able to look up information when answering queries Knowledge of Electronic reregistration and Origo and Altus is an advantage Qualifications: Completion of the CII certificate in pensions administration (FA2) would be an advantage Other relevant information Reports to the SIPP Service Team Manager and will be working closely with the SIPP Oversight Manager. Subscribe to companys Mission and Tenets and Treating Customers Fairly initiatives This role works closely with others within the operations team and business, sharing the workload and responsibility so a 'team' attitude is needed - helping others when required Flexible attitude to duties as training will be given in all aspects of the operations roles Flexible attitude to working hours - sometimes the workload will demand additional commitment outside the contractual hours
We here at Siamo Recruitment are working with a leading Wealth Management firm, due to continued expansion and a clear direction our client is looking for a talent Pensions Administrator to report into the Practice Manager and be the point of contact for client and FAs. To be considered for this opportunity exposure within financial services is essential click apply for full job details
Aug 01, 2026
Full time
We here at Siamo Recruitment are working with a leading Wealth Management firm, due to continued expansion and a clear direction our client is looking for a talent Pensions Administrator to report into the Practice Manager and be the point of contact for client and FAs. To be considered for this opportunity exposure within financial services is essential click apply for full job details
Pensions Administrator - DB experience essential Manchester City Centre circa 32,500 (negotiable depending on experience) Hybrid - 3 days in office, 2 days from home Are you ready to take your pensions career to the next level? We're on the lookout for a detail-oriented Pensions Administrator on behalf of our well established client. What You'll Do: Administering pension schemes: Manage daily operations for various pension plans, ensuring compliance and accuracy. Client Interaction: Build strong relationships by providing exceptional service to members, answering queries and guiding them through their pension options. Data Management: Maintain accurate records and databases, ensuring all information is up-to-date and secure. Collaborate: Work closely with the team to streamline processes and improve service delivery. Reporting: Prepare and submit regular reports and track key metrics. Who You Are: We're looking for someone who is: Experienced: You will have experience of DB Pensions Schemes and will have worked for a 3rd party administrator or on an in-house pension scheme. Detail-oriented: Accuracy is key in pensions administration as are excellent numeracy skills. Enthusiastic: A positive attitude makes all the difference! Organized: You can juggle multiple tasks without losing your cool. A great communicator: You can convey complex information in a simple, understandable way. Proficient in IT: Familiarity with pension software and Microsoft Office Suite Ambitious: It would be desirable if you are studying towards or have completed relevant professional qualifications. Why Join? Competitive salary: Circa 32,500 but this is negotiable depending on experience Benefits package: Enjoy a range of perks, including health insurance, an enhanced pension scheme, and 25 days holiday. Career progression: This company believe in promoting from within and providing opportunities for professional development. A vibrant workplace: Join a team that celebrates success and encourages a fun, engaging atmosphere! Apply Now! To apply, send your CV to (url removed) or call (phone number removed) for further info. 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.
Aug 01, 2026
Full time
Pensions Administrator - DB experience essential Manchester City Centre circa 32,500 (negotiable depending on experience) Hybrid - 3 days in office, 2 days from home Are you ready to take your pensions career to the next level? We're on the lookout for a detail-oriented Pensions Administrator on behalf of our well established client. What You'll Do: Administering pension schemes: Manage daily operations for various pension plans, ensuring compliance and accuracy. Client Interaction: Build strong relationships by providing exceptional service to members, answering queries and guiding them through their pension options. Data Management: Maintain accurate records and databases, ensuring all information is up-to-date and secure. Collaborate: Work closely with the team to streamline processes and improve service delivery. Reporting: Prepare and submit regular reports and track key metrics. Who You Are: We're looking for someone who is: Experienced: You will have experience of DB Pensions Schemes and will have worked for a 3rd party administrator or on an in-house pension scheme. Detail-oriented: Accuracy is key in pensions administration as are excellent numeracy skills. Enthusiastic: A positive attitude makes all the difference! Organized: You can juggle multiple tasks without losing your cool. A great communicator: You can convey complex information in a simple, understandable way. Proficient in IT: Familiarity with pension software and Microsoft Office Suite Ambitious: It would be desirable if you are studying towards or have completed relevant professional qualifications. Why Join? Competitive salary: Circa 32,500 but this is negotiable depending on experience Benefits package: Enjoy a range of perks, including health insurance, an enhanced pension scheme, and 25 days holiday. Career progression: This company believe in promoting from within and providing opportunities for professional development. A vibrant workplace: Join a team that celebrates success and encourages a fun, engaging atmosphere! Apply Now! To apply, send your CV to (url removed) or call (phone number removed) for further info. 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.
Administrator Location: Manchester City Centre - fully office based Hours: Mon-Thur (09:00-17:30) Fri (09:00-17:00) Salary: £26,000 - £30,000 DOE + monthly bonus available based on performance We're recruiting for a Client Support Administrator to join a growing financial planning business in Manchester City Centre. This is a fantastic opportunity for someone with strong administration experience who's looking to build a long-term career. Previous pensions or financial services experience isn't required - full training will be provided. The Role You'll support a team of Financial Advisers, ensuring clients receive an efficient and professional service while keeping administration running smoothly. You'll be responsible for: Preparing and processing client documentation Liaising with pension providers and third parties Maintaining accurate client records Supporting advisers with day-to-day administration Managing emails and incoming correspondence Chasing outstanding information Updating internal systems Ensuring work is completed accurately and compliantly About You We're looking for someone who: Has previous administration experience Has excellent attention to detail Can prioritise a busy workload Has strong communication skills Is confident using Microsoft Office Enjoys working as part of a team Is keen to learn and develop Benefits £26,000 - £30,000 DOE Monthly bonus 33 days holiday including bank holidays Up to 8% employer pension contribution Private healthcare Share scheme Death in service cover Full training and ongoing development Clear career progression If you're interested, then please apply below. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
Aug 01, 2026
Full time
Administrator Location: Manchester City Centre - fully office based Hours: Mon-Thur (09:00-17:30) Fri (09:00-17:00) Salary: £26,000 - £30,000 DOE + monthly bonus available based on performance We're recruiting for a Client Support Administrator to join a growing financial planning business in Manchester City Centre. This is a fantastic opportunity for someone with strong administration experience who's looking to build a long-term career. Previous pensions or financial services experience isn't required - full training will be provided. The Role You'll support a team of Financial Advisers, ensuring clients receive an efficient and professional service while keeping administration running smoothly. You'll be responsible for: Preparing and processing client documentation Liaising with pension providers and third parties Maintaining accurate client records Supporting advisers with day-to-day administration Managing emails and incoming correspondence Chasing outstanding information Updating internal systems Ensuring work is completed accurately and compliantly About You We're looking for someone who: Has previous administration experience Has excellent attention to detail Can prioritise a busy workload Has strong communication skills Is confident using Microsoft Office Enjoys working as part of a team Is keen to learn and develop Benefits £26,000 - £30,000 DOE Monthly bonus 33 days holiday including bank holidays Up to 8% employer pension contribution Private healthcare Share scheme Death in service cover Full training and ongoing development Clear career progression If you're interested, then please apply below. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
