This client provides the full range of actuarial and consultancy services. They require a pension's administrator to work within the pension's administration team servicing Defined Benefit (DB) pension schemes. You will be required to process a wide range of routine and non-routine documentation within defined procedures as well as resolving customer enquiries. Key tasks would include drafting of non-standard correspondence in response to customer enquiries, inputting customer details, collating and analysing data. To be considered for this role you must have recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and have made significant progress through pensions' industry qualifications such as QPA or APE would be beneficial. If you are looking to make a difference within the pensions sector then this opportunity is definitely worth investigating further. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Aug 11, 2026
Full time
This client provides the full range of actuarial and consultancy services. They require a pension's administrator to work within the pension's administration team servicing Defined Benefit (DB) pension schemes. You will be required to process a wide range of routine and non-routine documentation within defined procedures as well as resolving customer enquiries. Key tasks would include drafting of non-standard correspondence in response to customer enquiries, inputting customer details, collating and analysing data. To be considered for this role you must have recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and have made significant progress through pensions' industry qualifications such as QPA or APE would be beneficial. If you are looking to make a difference within the pensions sector then this opportunity is definitely worth investigating further. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
This client provides the full range of actuarial and consultancy services. They require a pension's administrator to work within the pension's administration team servicing both member and client queries in relation to both Defined Benefit (DB) and Defined Contribution (DC) pension schemes. You will be required to process a wide range of routine and non-routine documentation within defined procedures as well as resolving customer enquiries. Key tasks would include drafting of non-standard correspondence in response to customer enquiries, inputting customer details, collating and analysing data. To be considered for this role you must have recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and have made significant progress through pensions' industry qualifications such as QPA would be beneficial. If you are looking to make a difference within the pensions sector then this opportunity is definitely worth investigating further. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Aug 11, 2026
Full time
This client provides the full range of actuarial and consultancy services. They require a pension's administrator to work within the pension's administration team servicing both member and client queries in relation to both Defined Benefit (DB) and Defined Contribution (DC) pension schemes. You will be required to process a wide range of routine and non-routine documentation within defined procedures as well as resolving customer enquiries. Key tasks would include drafting of non-standard correspondence in response to customer enquiries, inputting customer details, collating and analysing data. To be considered for this role you must have recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and have made significant progress through pensions' industry qualifications such as QPA would be beneficial. If you are looking to make a difference within the pensions sector then this opportunity is definitely worth investigating further. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Pensions Administrator who will be responsible for all aspects of the day to day administration of a number of DB and DC pension schemes. You will be involved in the manual calculation and payment of benefits, production of reports, efficient handling of correspondence, e-mail and telephone enquiries from scheme members and third party institutions, assisting with scheme renewal queries and issuing of benefit statements as required. Also you will be performing calculations and communication of pension increases and undertaking general checking and peer review responsibilities for less experienced team members. To be successful for this position, the right Pensions Administrator will need to have a proven knowledge of DB and DC pension arrangements, awareness of service standards and statutory disclosure requirements, experience of using Profund oPen administration platform and have the ability to work as part of a team. To be considered for this role you must have at least 2 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Aug 11, 2026
Full time
This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Pensions Administrator who will be responsible for all aspects of the day to day administration of a number of DB and DC pension schemes. You will be involved in the manual calculation and payment of benefits, production of reports, efficient handling of correspondence, e-mail and telephone enquiries from scheme members and third party institutions, assisting with scheme renewal queries and issuing of benefit statements as required. Also you will be performing calculations and communication of pension increases and undertaking general checking and peer review responsibilities for less experienced team members. To be successful for this position, the right Pensions Administrator will need to have a proven knowledge of DB and DC pension arrangements, awareness of service standards and statutory disclosure requirements, experience of using Profund oPen administration platform and have the ability to work as part of a team. To be considered for this role you must have at least 2 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Senior Pensions Administrator who will be responsible for all aspects of the day to day administration of a number of DB pension schemes. You will be involved in the manual calculation and payment of benefits, production of reports, efficient handling of correspondence, e-mail and telephone enquiries from scheme members and third party institutions, assisting with scheme renewal queries and issuing of benefit statements as required. Also you will be performing calculations and communication of pension increases and undertaking general checking and peer review responsibilities for less experienced team members. To be successful for this position, the right Pensions Administrator will need to have a proven knowledge of DB pension arrangements, awareness of service standards and statutory disclosure requirements, experience of using Profund oPen administration platform and have the ability to work as part of a team. To be considered for this role you must have at least 2 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Aug 11, 2026
Full time
This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Senior Pensions Administrator who will be responsible for all aspects of the day to day administration of a number of DB pension schemes. You will be involved in the manual calculation and payment of benefits, production of reports, efficient handling of correspondence, e-mail and telephone enquiries from scheme members and third party institutions, assisting with scheme renewal queries and issuing of benefit statements as required. Also you will be performing calculations and communication of pension increases and undertaking general checking and peer review responsibilities for less experienced team members. To be successful for this position, the right Pensions Administrator will need to have a proven knowledge of DB pension arrangements, awareness of service standards and statutory disclosure requirements, experience of using Profund oPen administration platform and have the ability to work as part of a team. To be considered for this role you must have at least 2 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
This partnership of consulting actuaries and administrators' is looking for a Senior Pensions Administrator to join their recently expanding team. The purpose of the role is to provide a full pension administration service to clients and customers in an accurate, efficient and timely manner. Ideally they are looking for candidates who have previous experience of administering of Final Salary (DB) Occupational Pension schemes. To be successful for this role you will need to provide full administrative support for a number of different pension schemes. You will be involved in all aspects of administration including calculating and processing members' benefits, answering pension queries, liaising with client contacts, checking the work of colleagues within the team when required and providing support for the administration manager. This opportunity will provide you with the ability to learn within a highly skilled team and they offer full training on the pensions schemes that they administer plus excellent career development opportunities. In some circumstances, they are also able to offer flexible working hours. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Aug 11, 2026
Full time
This partnership of consulting actuaries and administrators' is looking for a Senior Pensions Administrator to join their recently expanding team. The purpose of the role is to provide a full pension administration service to clients and customers in an accurate, efficient and timely manner. Ideally they are looking for candidates who have previous experience of administering of Final Salary (DB) Occupational Pension schemes. To be successful for this role you will need to provide full administrative support for a number of different pension schemes. You will be involved in all aspects of administration including calculating and processing members' benefits, answering pension queries, liaising with client contacts, checking the work of colleagues within the team when required and providing support for the administration manager. This opportunity will provide you with the ability to learn within a highly skilled team and they offer full training on the pensions schemes that they administer plus excellent career development opportunities. In some circumstances, they are also able to offer flexible working hours. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
One of the UK's leading specialist providers of pensions, employee benefits and payments expertise is currently looking for a pensions administrator to work within the pension's administration team servicing both member and client queries in relation to several Defined Benefit (DB) pension schemes. You will be required to process a wide range of routine and non-routine documentation within defined procedures as well as resolving customer enquiries (oral and written). Key tasks would include drafting of non-standard correspondence in response to customer enquiries, inputting customer details, collating and analysing data. To be considered for this role you must have recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and have made significant progress through pensions' industry qualifications such as QPA would be beneficial. If you are looking to make a difference within the pensions sector then this opportunity is definitely worth investigating further. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Aug 11, 2026
Full time
One of the UK's leading specialist providers of pensions, employee benefits and payments expertise is currently looking for a pensions administrator to work within the pension's administration team servicing both member and client queries in relation to several Defined Benefit (DB) pension schemes. You will be required to process a wide range of routine and non-routine documentation within defined procedures as well as resolving customer enquiries (oral and written). Key tasks would include drafting of non-standard correspondence in response to customer enquiries, inputting customer details, collating and analysing data. To be considered for this role you must have recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and have made significant progress through pensions' industry qualifications such as QPA would be beneficial. If you are looking to make a difference within the pensions sector then this opportunity is definitely worth investigating further. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
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 10, 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
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 10, 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)
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 09, 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.
Major Recruitment Oldbury
Lutterworth, Leicestershire
Major Recruitment Oldbury are delighted to be recruiting for our Lutterworth based client who are seeking a Payroll Administrator to join their busy office. Reporting to the Payroll Manager, the hours of work will be Monday to Friday 9am to 5pm. Duties and tasks will include: Implementing new payroll schemes; processing starters, leavers and workplace pensions. Calculating and applying statutory payments Producing Construction Industry Scheme remittance slips and reporting CIS details to HMRC Payroll/CIS reporting and auditing Submission of pension declarations Assisting with year-end processes Corresponding with our accounts and tax teams, producing reports as required Communicating directly with clients Communicating directly with HMRC Candidates welcome to apply for the role will have the following: Payroll knowledge and experience Ideally a CIPP certification A sound understanding of Microsoft Office suite particularly Outlook and Excel. Numerate, have good attention to detail and impeccable numerical accuracy The ability to work in a time critical environment. Communicate effectively and professionally with clients and co-worker. Ideally l am looking for Payroll knowledge and experience; however, we will consider candidates who can demonstrate that they have worked in environments using the core skills relatable for the role Major Recruitment is acting as an Employment Agency in relation to permanent vacancies and as an Employment Business in relation to temporary or contract vacancies, as defined under the Conduct of Employment Agencies and Employment Businesses Regulations 2003. INDLS
Aug 08, 2026
Full time
Major Recruitment Oldbury are delighted to be recruiting for our Lutterworth based client who are seeking a Payroll Administrator to join their busy office. Reporting to the Payroll Manager, the hours of work will be Monday to Friday 9am to 5pm. Duties and tasks will include: Implementing new payroll schemes; processing starters, leavers and workplace pensions. Calculating and applying statutory payments Producing Construction Industry Scheme remittance slips and reporting CIS details to HMRC Payroll/CIS reporting and auditing Submission of pension declarations Assisting with year-end processes Corresponding with our accounts and tax teams, producing reports as required Communicating directly with clients Communicating directly with HMRC Candidates welcome to apply for the role will have the following: Payroll knowledge and experience Ideally a CIPP certification A sound understanding of Microsoft Office suite particularly Outlook and Excel. Numerate, have good attention to detail and impeccable numerical accuracy The ability to work in a time critical environment. Communicate effectively and professionally with clients and co-worker. Ideally l am looking for Payroll knowledge and experience; however, we will consider candidates who can demonstrate that they have worked in environments using the core skills relatable for the role Major Recruitment is acting as an Employment Agency in relation to permanent vacancies and as an Employment Business in relation to temporary or contract vacancies, as defined under the Conduct of Employment Agencies and Employment Businesses Regulations 2003. INDLS
Pensions Administrator - Annual Events & Projects Leeds Hybrid - 2 Days On-site Per week Minimum Permanent Up to £38k per annum Our client are seeking a Pensions Administration Annual Events and Projects specialist to join their team on a permanent basis. The purpose of the role is to provide quality DB pension scheme administration to customers inline with the organisations business goals, service level agreements, and values. You will be responsible for: Ensuring customer satisfaction by working in line with service levels. Maintaining accuracy of member/employer data and reporting. Ensuring the quality and quantity of your own work and that of the team. Efficiently managing scheme project events by following established procedures and providing knowledgeable assistance with key activities such as scheme valuations, preparation of annual benefit statements, implementation of pension increases, annual allowance assessments, group life assurance reviews, and a range of ad-hoc data validation tasks. Driving continuous improvement by proactively identifying opportunities to refine processes, sharing constructive feedback, and making meaningful contributions during team meetings to enhance both operational efficiency and service delivery. Fostering effective cross-team collaboration by working closely with colleagues from other departments when required, promoting a cohesive and supportive working environment that enables the business to achieve its strategic objectives. Skills & Qualifications: Experience within Defined Benefit pensions. Benefit calculation experience. Studying towards/completed CPC/ DPA/CPA is desirable. Experience of using Microsoft Word and proficient in Excel. Due to the volume of applications received for positions, it will not be possible to respond to all applications and only applicants who are considered suitable for interview will be contacted. Proactive Appointments Limited operates as an employment agency and employment business and is an equal opportunities organisation We take our obligations to protect your personal data very seriously. Any information provided to us will be processed as detailed in our Privacy Notice, a copy of which can be found on our website
Aug 07, 2026
Full time
Pensions Administrator - Annual Events & Projects Leeds Hybrid - 2 Days On-site Per week Minimum Permanent Up to £38k per annum Our client are seeking a Pensions Administration Annual Events and Projects specialist to join their team on a permanent basis. The purpose of the role is to provide quality DB pension scheme administration to customers inline with the organisations business goals, service level agreements, and values. You will be responsible for: Ensuring customer satisfaction by working in line with service levels. Maintaining accuracy of member/employer data and reporting. Ensuring the quality and quantity of your own work and that of the team. Efficiently managing scheme project events by following established procedures and providing knowledgeable assistance with key activities such as scheme valuations, preparation of annual benefit statements, implementation of pension increases, annual allowance assessments, group life assurance reviews, and a range of ad-hoc data validation tasks. Driving continuous improvement by proactively identifying opportunities to refine processes, sharing constructive feedback, and making meaningful contributions during team meetings to enhance both operational efficiency and service delivery. Fostering effective cross-team collaboration by working closely with colleagues from other departments when required, promoting a cohesive and supportive working environment that enables the business to achieve its strategic objectives. Skills & Qualifications: Experience within Defined Benefit pensions. Benefit calculation experience. Studying towards/completed CPC/ DPA/CPA is desirable. Experience of using Microsoft Word and proficient in Excel. Due to the volume of applications received for positions, it will not be possible to respond to all applications and only applicants who are considered suitable for interview will be contacted. Proactive Appointments Limited operates as an employment agency and employment business and is an equal opportunities organisation We take our obligations to protect your personal data very seriously. Any information provided to us will be processed as detailed in our Privacy Notice, a copy of which can be found on our website
Job Title: Client Liaison Manager Industry: Financial Services Location: Leicester Salary: £30,000 - £35,000 Reference Number: 10519 Recruit UK is working on an exciting opportunity for an experienced Client Liaison Manager to join a well-respected Wealth Management firm at their Leicester office. As a Client Liaison Manager, you will act as a key point of contact for clients and support advisers in managing client administration. You will play an important role in ensuring client needs are met efficiently and in line with regulatory and internal requirements. Responsibilities Work closely with advisers and internal teams to ensure the smooth delivery of client services. Ensure all client activity is completed accurately and in line with relevant regulatory requirements and internal procedures. What's in it for you: A competitive salary up to £35,000 depending on experience Hybrid working 25 days of annual leave + Bank Holidays Pension contribution Strong benefit package Fantastic workplace culture Skills and experience required: A minimum of 1 year's experience as a Client Manager, IFA Administrator, Pensions Administrator, or in a similar role within the Financial Services industry. A strong understanding of SIPP and SASS pension schemes. Excellent communication skills, with the ability to communicate clearly and effectively at all levels. Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Aug 07, 2026
Full time
Job Title: Client Liaison Manager Industry: Financial Services Location: Leicester Salary: £30,000 - £35,000 Reference Number: 10519 Recruit UK is working on an exciting opportunity for an experienced Client Liaison Manager to join a well-respected Wealth Management firm at their Leicester office. As a Client Liaison Manager, you will act as a key point of contact for clients and support advisers in managing client administration. You will play an important role in ensuring client needs are met efficiently and in line with regulatory and internal requirements. Responsibilities Work closely with advisers and internal teams to ensure the smooth delivery of client services. Ensure all client activity is completed accurately and in line with relevant regulatory requirements and internal procedures. What's in it for you: A competitive salary up to £35,000 depending on experience Hybrid working 25 days of annual leave + Bank Holidays Pension contribution Strong benefit package Fantastic workplace culture Skills and experience required: A minimum of 1 year's experience as a Client Manager, IFA Administrator, Pensions Administrator, or in a similar role within the Financial Services industry. A strong understanding of SIPP and SASS pension schemes. Excellent communication skills, with the ability to communicate clearly and effectively at all levels. Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Our client is seeking a Deputy Administration Manager to join their pensions administration team in Bristol. Our client prides themselves on ensuring each client receives a dedicated service, fostering strong relationships and delivering exceptional customer service As Deputy Administration Manager your role will involve: Oversee annual and ad-hoc projects for defined benefit (DB) schemes Monitor and ensure timely completion of projects in line with legislative and client requirements Review and quality-check the work of less experienced administrators Monitor team accuracy, performance, and SLA adherence, taking action to ensure targets are achieved Conduct appraisals, probation reviews, mentoring sessions, and regular team catch-ups Ensure accurate use of the time recording system for chargeable and non-chargeable activities Maintain strong client relationships, acting as a credible partner for scheme trustees and sponsors Prepare, check, and issue administration bills Update change control logs, schedules, and internal spreadsheets Oversee breaches, errors, and complaints logs, ensuring prompt action and review Deputise at Administration Manager meetings when required Manage day-to-day workflow, holding regular meetings with senior team members to resolve issues and maintain progress The person: Expert knowledge of pensions administration (defined benefit schemes) across all processes: leavers, retirements, deaths, transfers, and reporting Strong understanding of current pensions legislation and regulatory frameworks (Pensions and Finance Acts) Proven supervisory and workflow management experience, including appraisals, performance monitoring, and recruitment Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) Strong people management skills, with the ability to motivate and support staff Demonstrable numerical aptitude through work or academic achievements Qualifications Minimum: Maths and English GCSE (Grade C/5 or above, or equivalent Desirable: Progression in a relevant pensions qualification (CPC, QPA, DPC, RPC, APMI) Benefits: Competitive salary and annual discretionary bonus 25 days' holiday (with buy/sell flexibility) Generous pension matching scheme Healthcare plan, life assurance, and employee discounts. Flexible benefits scheme and employee assistance program Digital GP service and paid volunteering days Referral bonuses for introducing suitable candidates
Aug 06, 2026
Full time
Our client is seeking a Deputy Administration Manager to join their pensions administration team in Bristol. Our client prides themselves on ensuring each client receives a dedicated service, fostering strong relationships and delivering exceptional customer service As Deputy Administration Manager your role will involve: Oversee annual and ad-hoc projects for defined benefit (DB) schemes Monitor and ensure timely completion of projects in line with legislative and client requirements Review and quality-check the work of less experienced administrators Monitor team accuracy, performance, and SLA adherence, taking action to ensure targets are achieved Conduct appraisals, probation reviews, mentoring sessions, and regular team catch-ups Ensure accurate use of the time recording system for chargeable and non-chargeable activities Maintain strong client relationships, acting as a credible partner for scheme trustees and sponsors Prepare, check, and issue administration bills Update change control logs, schedules, and internal spreadsheets Oversee breaches, errors, and complaints logs, ensuring prompt action and review Deputise at Administration Manager meetings when required Manage day-to-day workflow, holding regular meetings with senior team members to resolve issues and maintain progress The person: Expert knowledge of pensions administration (defined benefit schemes) across all processes: leavers, retirements, deaths, transfers, and reporting Strong understanding of current pensions legislation and regulatory frameworks (Pensions and Finance Acts) Proven supervisory and workflow management experience, including appraisals, performance monitoring, and recruitment Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) Strong people management skills, with the ability to motivate and support staff Demonstrable numerical aptitude through work or academic achievements Qualifications Minimum: Maths and English GCSE (Grade C/5 or above, or equivalent Desirable: Progression in a relevant pensions qualification (CPC, QPA, DPC, RPC, APMI) Benefits: Competitive salary and annual discretionary bonus 25 days' holiday (with buy/sell flexibility) Generous pension matching scheme Healthcare plan, life assurance, and employee discounts. Flexible benefits scheme and employee assistance program Digital GP service and paid volunteering days Referral bonuses for introducing suitable candidates
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. This role is ideal for someone with existing DB pensions experience who is keen to develop their career within a professional, forward-thinking organisation. The Role As a DB Pensions Administrator, you'll be responsible for delivering accurate, timely, and customer-focused pension administration services across a portfolio of schemes. Your responsibilities will include: Managing a wide range of DB administration activities, including leavers, retirements, transfers (in and out), and deaths Updating pension administration systems and databases accurately Logging, scanning, and managing post and correspondence Handling internal and external telephone and written enquiries professionally Running automated system calculations and completing manual benefit calculations where required Producing customer correspondence to draft or final letter standards using electronic document management systems Monitoring procedural developments and supporting the implementation of changes Returning original documentation and certificates to members securely Amending and, with experience, checking non-financial transactions such as changes of address Developing knowledge of assigned clients and their pension schemes Supporting project work and wider team initiatives Providing informal mentoring and support to junior team members Working collaboratively with internal and external teams (e.g. Payroll, Accounts, Admin Support) Accurately recording time and meeting utilisation targets Contributing to non-client activities such as training, technical committees, and events About You Essential experience and skills: Proven experience in Defined Benefits (DB) pensions administration, covering leavers, retirements, deaths, and transfers Strong numerical aptitude, demonstrated through work experience or qualifications IT-confident, particularly in Microsoft Word, Excel, and Outlook Highly organised with excellent planning and prioritisation skills Able to manage multiple tasks and meet deadlines Accurate, detail-focused, and quality-driven Strong written and verbal communication skills Benefits on offer Competitive salary and annual discretionary bonus 25 days' holiday, with buy/sell flexibility Pension contribution matching Healthcare plans, life assurance, and retailer discounts Flexible benefits scheme, employee assistance programme, and digital GP service Paid volunteering days and opportunities to take part in community initiatives Employee referral bonus for introducing successful candidates A supportive environment that encourages learning, development, and career progression
Aug 05, 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. This role is ideal for someone with existing DB pensions experience who is keen to develop their career within a professional, forward-thinking organisation. The Role As a DB Pensions Administrator, you'll be responsible for delivering accurate, timely, and customer-focused pension administration services across a portfolio of schemes. Your responsibilities will include: Managing a wide range of DB administration activities, including leavers, retirements, transfers (in and out), and deaths Updating pension administration systems and databases accurately Logging, scanning, and managing post and correspondence Handling internal and external telephone and written enquiries professionally Running automated system calculations and completing manual benefit calculations where required Producing customer correspondence to draft or final letter standards using electronic document management systems Monitoring procedural developments and supporting the implementation of changes Returning original documentation and certificates to members securely Amending and, with experience, checking non-financial transactions such as changes of address Developing knowledge of assigned clients and their pension schemes Supporting project work and wider team initiatives Providing informal mentoring and support to junior team members Working collaboratively with internal and external teams (e.g. Payroll, Accounts, Admin Support) Accurately recording time and meeting utilisation targets Contributing to non-client activities such as training, technical committees, and events About You Essential experience and skills: Proven experience in Defined Benefits (DB) pensions administration, covering leavers, retirements, deaths, and transfers Strong numerical aptitude, demonstrated through work experience or qualifications IT-confident, particularly in Microsoft Word, Excel, and Outlook Highly organised with excellent planning and prioritisation skills Able to manage multiple tasks and meet deadlines Accurate, detail-focused, and quality-driven Strong written and verbal communication skills Benefits on offer Competitive salary and annual discretionary bonus 25 days' holiday, with buy/sell flexibility Pension contribution matching Healthcare plans, life assurance, and retailer discounts Flexible benefits scheme, employee assistance programme, and digital GP service Paid volunteering days and opportunities to take part in community initiatives Employee referral bonus for introducing successful candidates A supportive environment that encourages learning, development, and career progression
Pensions Administrator - Annual Events & Projects Leeds | Hybrid - 2 Days On-site Per week Minimum | Permanent | Up to £38k per annum Our client are seeking a Pensions Administration Annual Events and Projects specialist to join their team on a permanent basis. The purpose of the role is to provide quality DB pension scheme administration to customers inline with the organisations business goals, service level agreements, and values. You will be responsible for: Ensuring customer satisfaction by working in line with service levels. Maintaining accuracy of member/employer data and reporting. Ensuring the quality and quantity of your own work and that of the team. Efficiently managing scheme project events by following established procedures and providing knowledgeable assistance with key activities such as scheme valuations, preparation of annual benefit statements, implementation of pension increases, annual allowance assessments, group life assurance reviews, and a range of ad-hoc data validation tasks. Driving continuous improvement by proactively identifying opportunities to refine processes, sharing constructive feedback, and making meaningful contributions during team meetings to enhance both operational efficiency and service delivery. Fostering effective cross-team collaboration by working closely with colleagues from other departments when required, promoting a cohesive and supportive working environment that enables the business to achieve its strategic objectives. Skills & Qualifications: Experience within Defined Benefit pensions. Benefit calculation experience. Studying towards/completed CPC/DPA/CPA is desirable. Experience of using Microsoft Word and proficient in Excel. Due to the volume of applications received for positions, it will not be possible to respond to all applications and only applicants who are considered suitable for interview will be contacted. Proactive Appointments Limited operates as an employment agency and employment business and is an equal opportunities organisation We take our obligations to protect your personal data very seriously. Any information provided to us will be processed as detailed in our Privacy Notice, a copy of which can be found on our website
Aug 04, 2026
Full time
Pensions Administrator - Annual Events & Projects Leeds | Hybrid - 2 Days On-site Per week Minimum | Permanent | Up to £38k per annum Our client are seeking a Pensions Administration Annual Events and Projects specialist to join their team on a permanent basis. The purpose of the role is to provide quality DB pension scheme administration to customers inline with the organisations business goals, service level agreements, and values. You will be responsible for: Ensuring customer satisfaction by working in line with service levels. Maintaining accuracy of member/employer data and reporting. Ensuring the quality and quantity of your own work and that of the team. Efficiently managing scheme project events by following established procedures and providing knowledgeable assistance with key activities such as scheme valuations, preparation of annual benefit statements, implementation of pension increases, annual allowance assessments, group life assurance reviews, and a range of ad-hoc data validation tasks. Driving continuous improvement by proactively identifying opportunities to refine processes, sharing constructive feedback, and making meaningful contributions during team meetings to enhance both operational efficiency and service delivery. Fostering effective cross-team collaboration by working closely with colleagues from other departments when required, promoting a cohesive and supportive working environment that enables the business to achieve its strategic objectives. Skills & Qualifications: Experience within Defined Benefit pensions. Benefit calculation experience. Studying towards/completed CPC/DPA/CPA is desirable. Experience of using Microsoft Word and proficient in Excel. Due to the volume of applications received for positions, it will not be possible to respond to all applications and only applicants who are considered suitable for interview will be contacted. Proactive Appointments Limited operates as an employment agency and employment business and is an equal opportunities organisation We take our obligations to protect your personal data very seriously. Any information provided to us will be processed as detailed in our Privacy Notice, a copy of which can be found on our website
Join us as a Senior Pensions Transitions Specialist within our Outsourcing Line of business. As a Senior Pensions Transition Specialist within our Speciality area your primary focus will be on the delivery of new client administration service installations. You will play an essential role from the initiation and sales phase through to completion and will typically act as an administration contact during the project delivery phase. You will need a strong background in all aspects of final salary pension administration and money purchase knowledge would also be advantageous. You will need to be able to support the co-ordination of transition tasks, provide guidance across multiple workstreams and have the ability to understand and explain complex issues. The Role Lead a portfolio of new client installs, attending regular transition calls / meetings with the client and as required by the ceding third party administrator. Ensure that all delivery promises and performance standards are achieved. Ensure that all procedures and client controls are established and documented during transition. Challenge procedures to identify and drive process improvements. Be a point of reference on technical issues and administration related queries. Coach, mentor and drive colleague training and development. Build relationships across Outsourcing teams (on and off-shore) and WTW lines of business. Work with the Transitions Team Manager to improve operational efficiency and reduce costs e.g. automation, full use of standard procedures. Support with the recruitment and selection of colleagues. Work with your team and the business to create a positive working environment. Provide an efficient, professional service to meet all client/members' needs and to promote the WTW brand. What you'll bring Demonstrable track record in dealing with DB occupational schemes is essential Experience of being involved in client meetings is highly preferred Interpersonal skills to include excellent written and verbal communication. Strong time management skills and the ability to organize and prioritise your tasks. Computer literate. Take pride in your work with accuracy and adherence to a high level of quality being paramount. Progression in PMI qualification desirable What We Offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants.
Jul 15, 2026
Full time
Join us as a Senior Pensions Transitions Specialist within our Outsourcing Line of business. As a Senior Pensions Transition Specialist within our Speciality area your primary focus will be on the delivery of new client administration service installations. You will play an essential role from the initiation and sales phase through to completion and will typically act as an administration contact during the project delivery phase. You will need a strong background in all aspects of final salary pension administration and money purchase knowledge would also be advantageous. You will need to be able to support the co-ordination of transition tasks, provide guidance across multiple workstreams and have the ability to understand and explain complex issues. The Role Lead a portfolio of new client installs, attending regular transition calls / meetings with the client and as required by the ceding third party administrator. Ensure that all delivery promises and performance standards are achieved. Ensure that all procedures and client controls are established and documented during transition. Challenge procedures to identify and drive process improvements. Be a point of reference on technical issues and administration related queries. Coach, mentor and drive colleague training and development. Build relationships across Outsourcing teams (on and off-shore) and WTW lines of business. Work with the Transitions Team Manager to improve operational efficiency and reduce costs e.g. automation, full use of standard procedures. Support with the recruitment and selection of colleagues. Work with your team and the business to create a positive working environment. Provide an efficient, professional service to meet all client/members' needs and to promote the WTW brand. What you'll bring Demonstrable track record in dealing with DB occupational schemes is essential Experience of being involved in client meetings is highly preferred Interpersonal skills to include excellent written and verbal communication. Strong time management skills and the ability to organize and prioritise your tasks. Computer literate. Take pride in your work with accuracy and adherence to a high level of quality being paramount. Progression in PMI qualification desirable What We Offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants.
Salesforce Administrator We are looking for a Salesforce Administrator to join the team in this integral role, helping the organisation achieve its ambitions. Position: Salesforce Administrator (internally known as Salesforce Coordinator) Location: Remote (with some travel to London as required) Hours: Full time, permanent (37.5 hours per week) Contract: Permanent Salary: £27,000 - £30,500 p.a., depending on experience (plus £3,000 London weighting, if applicable) Closing Date: Monday 20th October 2025 About the Role You will ensure the effective maintenance and development of Salesforce to support programme delivery, volunteer recruitment, and partnerships management. You will have full oversight of the system, independently making updates (e.g. reports, fields, custom objects, flows, and user management) and escalating complex needs to Impact Box or the line manager. As the first point of contact for user requests, you will assign and manage queries to ensure timely resolution. The platform integrates with Moodle, requiring collaboration across teams to support online learning and ongoing functionality improvements aligned with organisational goals. Role responsibilities include: Salesforce administration, including managing user roles, permissions, page layouts, custom objects, and flows. Troubleshooting issues, data cleansing and implementing secure system changes. Evaluating and deploying Salesforce updates, manage Mass Action Schedulers and document workflows. Advising on system development viability and working in sandbox environments to test and deploy changes effectively. About You Someone with previous experience implementing, configuring, or administering Salesforce (1-2 years) would be ideal, as would having experience in an educational or non-profit organisation, but this isn't essential. Skills and Competencies: Salesforce administration: Ability to manage and maintain user accounts, profiles, roles, and permissions. Reporting and dashboards: Knowledge of how to configure and maintain custom report types, reports, and dashboards Customisation and configuration: Ability to configure, build, and maintain custom Salesforce functionality including custom objects, fields, page layouts, process builders, flows, and workflows Data cleaning: Good knowledge of Excel to cleanse and analyse data (knowledge of Power Query desirable) Integration: Knowledge of Salesforce integrations such as Form Assembly or Zapier (desirable), and how to import and export data into Salesforce using Dataloader, XL Connector, or equivalent About the Organisation Join a data-driven organisation with robust monitoring and evaluation systems, that tracks student progress, assesses the impact of its programmes and uses real-time data to improve delivery. By combining academic, demographic, and outcome data, the team measures university readiness and shares this impact externally. Benefits include: 25 days annual leave p.a. (pro rata) plus Bank Holidays and 5 Winter closure days. PerkBox Employee Assistance Programme Online Medical assistance Interest-free travelcard loans Cyclescheme loans Paid wellbeing day 2 paid Volunteering Days Employer's pensions contributions (3%) CPD options in line with L&D programme Staff Mentoring scheme The charity is an equal opportunities employer and we welcome applications from people from all backgrounds. If you believe you have most of the skills to fulfil the role we encourage you to apply. Amongst staff at our organisation, there is under-representation of people who are Black, Asian or people from ethnic minority backgrounds, disabled, care-experienced, from low socio-economic backgrounds, and who are LGBTQIA+. We also particularly welcome applications from people with lived experience in reference to our mission. We are proud to be a Level 1 Disability Confident employer. If you require any reasonable adjustments please contact us. Please note, if you are selected for appointment to the role, you will be subject to a DBS check. You also have experience in roles such as Salesforce Administrator, Salesforce Coordinator, Salesforce Support Coordinator, Salesforce Trainer, CRM Administrator, CRM Coordinator, CRM Support Coordinator, CRM Trainer. PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.
Oct 07, 2025
Full time
Salesforce Administrator We are looking for a Salesforce Administrator to join the team in this integral role, helping the organisation achieve its ambitions. Position: Salesforce Administrator (internally known as Salesforce Coordinator) Location: Remote (with some travel to London as required) Hours: Full time, permanent (37.5 hours per week) Contract: Permanent Salary: £27,000 - £30,500 p.a., depending on experience (plus £3,000 London weighting, if applicable) Closing Date: Monday 20th October 2025 About the Role You will ensure the effective maintenance and development of Salesforce to support programme delivery, volunteer recruitment, and partnerships management. You will have full oversight of the system, independently making updates (e.g. reports, fields, custom objects, flows, and user management) and escalating complex needs to Impact Box or the line manager. As the first point of contact for user requests, you will assign and manage queries to ensure timely resolution. The platform integrates with Moodle, requiring collaboration across teams to support online learning and ongoing functionality improvements aligned with organisational goals. Role responsibilities include: Salesforce administration, including managing user roles, permissions, page layouts, custom objects, and flows. Troubleshooting issues, data cleansing and implementing secure system changes. Evaluating and deploying Salesforce updates, manage Mass Action Schedulers and document workflows. Advising on system development viability and working in sandbox environments to test and deploy changes effectively. About You Someone with previous experience implementing, configuring, or administering Salesforce (1-2 years) would be ideal, as would having experience in an educational or non-profit organisation, but this isn't essential. Skills and Competencies: Salesforce administration: Ability to manage and maintain user accounts, profiles, roles, and permissions. Reporting and dashboards: Knowledge of how to configure and maintain custom report types, reports, and dashboards Customisation and configuration: Ability to configure, build, and maintain custom Salesforce functionality including custom objects, fields, page layouts, process builders, flows, and workflows Data cleaning: Good knowledge of Excel to cleanse and analyse data (knowledge of Power Query desirable) Integration: Knowledge of Salesforce integrations such as Form Assembly or Zapier (desirable), and how to import and export data into Salesforce using Dataloader, XL Connector, or equivalent About the Organisation Join a data-driven organisation with robust monitoring and evaluation systems, that tracks student progress, assesses the impact of its programmes and uses real-time data to improve delivery. By combining academic, demographic, and outcome data, the team measures university readiness and shares this impact externally. Benefits include: 25 days annual leave p.a. (pro rata) plus Bank Holidays and 5 Winter closure days. PerkBox Employee Assistance Programme Online Medical assistance Interest-free travelcard loans Cyclescheme loans Paid wellbeing day 2 paid Volunteering Days Employer's pensions contributions (3%) CPD options in line with L&D programme Staff Mentoring scheme The charity is an equal opportunities employer and we welcome applications from people from all backgrounds. If you believe you have most of the skills to fulfil the role we encourage you to apply. Amongst staff at our organisation, there is under-representation of people who are Black, Asian or people from ethnic minority backgrounds, disabled, care-experienced, from low socio-economic backgrounds, and who are LGBTQIA+. We also particularly welcome applications from people with lived experience in reference to our mission. We are proud to be a Level 1 Disability Confident employer. If you require any reasonable adjustments please contact us. Please note, if you are selected for appointment to the role, you will be subject to a DBS check. You also have experience in roles such as Salesforce Administrator, Salesforce Coordinator, Salesforce Support Coordinator, Salesforce Trainer, CRM Administrator, CRM Coordinator, CRM Support Coordinator, CRM Trainer. PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.
Purpose of the job: To help to deliver Foster Denovo's (SecondSight) Client Services Proposition by providing a high quality administration and support service to corporate clients and your Practice. This client focused role, involves supporting a number of clients and managing a busy workload to support Consulting Partners and the Practice Manager to deliver a clients' agreed services. Job summary: The successful candidate will be required to provide a consistent first class service to meet and where possible exceed a clients' expectations. Working within the pension side of the employee benefits team, a key part of this role is to be the main point of contact for a number of clients, (usually HR teams). The role holder will be required to manage their own administrative tasks in addition to supporting more junior members of the team. Juggling multiple pieces of work, this busy role will see the job holder get involved in more in-depth client support tasks, such as governance, feedback reports, uploads and assessments. Communication is a key part of this role to keep clients and Consulting Partner's updated. The role holder will need to have a warm and professional demeanour both on the telephone and in written form and the ability to build good relationships with our corporate clients Key skills and personal attributes: Having a thorough understanding of the EB processes, client file requirements and the regulatory requirements imposed by the FCA and deliver against these to agreed service standards. Following Secondsight processes to deliver what clients perceive to be a personalised and high quality service. Being proficient in the upload of client contribution and assessment files. Managing and producing client governance reports. Familiarising yourself with each client's circumstances, objectives and timescales to ensure that we are able to deliver against or where possible exceed the clients expectations. Checking back at the end of the process to ensure all meeting actions have been completed. Building relationships with your clients and managing any client queries, responding in a timely fashion and within SLA times. Organising and attending client meetings. Sending regular communications and updates to corporate clients. Managing client feedback, supporting with the annual DCJ with your clients. Supporting where required with advisor prep and advisor meeting days. Assisting with the production of monthly MI by maintaining central spreadsheets and activity logs. Providing regular updates to the Practice Manager and Partners in the practice. Supporting on the production of client engagement letters with Consulting Partners. About us Foster Denovo currently boast over 120 Financial Advisers supported by around 300 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advisers and employees. Our stakeholder community is an invisible bond that gives Foster Denovo its solid foundations. It also means that our people care about our reputation and brand. And as such, we aim to delight every client we come into contact with. When you join the Foster Denovo family, you benefit from our enviable reputation and years of industry experience. In everything we do, we're driven by a firm set of core values, and our friendly, stakeholder culture has been praised by employees, clients and partners alike. Foster Denovo are also proud to hold the platinum investors in people accreditation which shows a clear commitment to the people who make us an employer of choice. What we offer you: Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It's a culture that has created the space to think differently for the benefit of our clients. Our benefits package includes: 25 days holiday (increasing by an additional day per annum up to 30 days) Discretionary bonus Foster Denovo will match your personal pension contribution up to a maximum of 7.5% Life assurance of up to 4 x your salary; Income protection of 75% of your basic salary in the event of long term sickness Employees can use our financial advisers within the company for any financial advice or knowledge Interest free season tickets loans, eye care and childcare vouchers. Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)
Sep 24, 2025
Full time
Purpose of the job: To help to deliver Foster Denovo's (SecondSight) Client Services Proposition by providing a high quality administration and support service to corporate clients and your Practice. This client focused role, involves supporting a number of clients and managing a busy workload to support Consulting Partners and the Practice Manager to deliver a clients' agreed services. Job summary: The successful candidate will be required to provide a consistent first class service to meet and where possible exceed a clients' expectations. Working within the pension side of the employee benefits team, a key part of this role is to be the main point of contact for a number of clients, (usually HR teams). The role holder will be required to manage their own administrative tasks in addition to supporting more junior members of the team. Juggling multiple pieces of work, this busy role will see the job holder get involved in more in-depth client support tasks, such as governance, feedback reports, uploads and assessments. Communication is a key part of this role to keep clients and Consulting Partner's updated. The role holder will need to have a warm and professional demeanour both on the telephone and in written form and the ability to build good relationships with our corporate clients Key skills and personal attributes: Having a thorough understanding of the EB processes, client file requirements and the regulatory requirements imposed by the FCA and deliver against these to agreed service standards. Following Secondsight processes to deliver what clients perceive to be a personalised and high quality service. Being proficient in the upload of client contribution and assessment files. Managing and producing client governance reports. Familiarising yourself with each client's circumstances, objectives and timescales to ensure that we are able to deliver against or where possible exceed the clients expectations. Checking back at the end of the process to ensure all meeting actions have been completed. Building relationships with your clients and managing any client queries, responding in a timely fashion and within SLA times. Organising and attending client meetings. Sending regular communications and updates to corporate clients. Managing client feedback, supporting with the annual DCJ with your clients. Supporting where required with advisor prep and advisor meeting days. Assisting with the production of monthly MI by maintaining central spreadsheets and activity logs. Providing regular updates to the Practice Manager and Partners in the practice. Supporting on the production of client engagement letters with Consulting Partners. About us Foster Denovo currently boast over 120 Financial Advisers supported by around 300 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advisers and employees. Our stakeholder community is an invisible bond that gives Foster Denovo its solid foundations. It also means that our people care about our reputation and brand. And as such, we aim to delight every client we come into contact with. When you join the Foster Denovo family, you benefit from our enviable reputation and years of industry experience. In everything we do, we're driven by a firm set of core values, and our friendly, stakeholder culture has been praised by employees, clients and partners alike. Foster Denovo are also proud to hold the platinum investors in people accreditation which shows a clear commitment to the people who make us an employer of choice. What we offer you: Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It's a culture that has created the space to think differently for the benefit of our clients. Our benefits package includes: 25 days holiday (increasing by an additional day per annum up to 30 days) Discretionary bonus Foster Denovo will match your personal pension contribution up to a maximum of 7.5% Life assurance of up to 4 x your salary; Income protection of 75% of your basic salary in the event of long term sickness Employees can use our financial advisers within the company for any financial advice or knowledge Interest free season tickets loans, eye care and childcare vouchers. Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)