49 jobs found

A growing and well-established financial planning firm is seeking a Paraplanner to join its expanding team. This role is ideal for someone in their paraplanning career who is looking to build strong technical foundations within a supportive, collaborative environment. The firm offers exposure to holistic financial planning, structured development, and the opportunity to work alongside experienced paraplanners and senior advisers on a wide range of client cases. Salary & Benefits: £35,000 - £45,000, hybrid working 2 days in the office and 3 from home and exam progress The Paraplanner will support senior paraplanners and advisers across the full advice process, gradually taking on more responsibility as technical knowledge and confidence develop. This role provides hands-on experience across complex planning areas, with strong mentoring and exam support for those progressing through their RO qualifications. Key Responsibilities Support senior paraplanners with research, calculations, and report preparation Assist with fact-finds using meeting notes and digital note-taking tools Draft sections of suitability reports and client documentation Carry out product, platform, and fund research Assist with cashflow modelling and scenario planning Liaise with administrators to ensure accurate and timely case progression Maintain accurate records in back-office systems Support planning across areas including pensions, investments, protection, and basic estate planning Ensure work is completed in line with compliance and regulatory standards Skills & Experience Required Experience in a financial planning, paraplanning, or technical support role Candidates part way through RO exams (or actively studying) Strong numerical and analytical skills Good attention to detail and organisation Willingness to learn and develop technical knowledge This role suits someone who is motivated, curious, and keen to develop within financial planning. The firm values individuals who take ownership of their learning, adapt well to change, and enjoy working collaboratively rather than within rigid corporate structures.

I'm currently recruiting for an experienced IFA Administrator to join a highly regarded Chartered Financial Planning firm based in Meriden.This is a great opportunity for an IFA Administrator looking to develop their technical knowledge, gain exposure to more complex financial planning and build a long-term career within wealth management.You'll join an established support team working alongside experienced Advisers and Paraplanners within a genuinely supportive and collaborative environment.The firm has a strong track record of developing its people, with members of the wider team progressing internally into Paraplanning and senior positions. The Role As an IFA Administrator, you'll provide dedicated administrative support to a Senior Financial Adviser helping to manage the full client journey and ensuring clients receive a first-class service.You'll work closely with Advisers, Paraplanners and the wider operations team, supporting complex financial planning cases and ensuring all administration is completed accurately and efficiently. Key Responsibilities: Provide dedicated administration support to a Senior Financial Adviser / Director Manage the end-to-end administration process across the client journey Prepare and process new business across pensions, investments and protection Liaise with clients, providers and internal teams Obtain policy information and valuations and support client queries Maintain accurate client records using Intelligent Office (IO) Support estate and wealth planning activities for a high-net-worth client base Prepare documentation for client meetings, reviews and ongoing servicing Work closely with Paraplanners to ensure smooth progression of client cases Ensure all administration meets FCA requirements and internal compliance standards About You The ideal candidate will have: Previous experience as an IFA Administrator within an IFA, wealth management or financial planning environment Experience supporting Financial Advisers and managing client administration processes Knowledge of pensions, investments and protection products Confidence liaising with clients, providers and internal teams Experience using Intelligent Office (IO) or a similar CRM system Strong organisational skills with excellent attention to detail A proactive approach with the ability to manage a varied workload A genuine desire to continue developing within financial services What's on Offer: Opportunity to join a highly regarded Chartered Financial Planning firm Exposure to a high-net-worth client base and complex financial planning cases Clear progression pathway, with previous Administrators progressing into Paraplanning and senior roles Supportive and collaborative working environment Opportunity to develop your technical knowledge and build a long-term career within wealth management To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on or At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Job Title: Senior Administrator Hours: Full Time, Monday to Friday, 9:00am - 5:00pm (1 hour lunch) Location: Meriden (office-based with 1 day WFH after probation) Salary: £28,000 - £33,000 per annum (dependent on experience) Benefits: 25 days annual leave plus bank holidays, Contributory Pension Scheme, private healthcare, free parking, study support, hybrid working (post-probation) An exciting opportunity has arisen for a Senior Administrator to join a well-established and highly regarded organisation. This is a fantastic opportunity within a professional and supportive environment, offering long-term stability and development. This position will suit an organised and detail-oriented individual who enjoys providing high-quality administrative support and is happy to build a long-term career within an administration-focused role. While study support and progression opportunities are available, the business is keen to find someone who is comfortable remaining in an administrative position for the foreseeable future. Duties include: Providing comprehensive administrative support to Financial Planners Acting as a key liaison between Financial Planners and Paraplanners Managing and updating diaries for busy Financial Planners Liaising with clients and maintaining excellent customer service standards Maintaining and updating client records on internal systems Preparing client review packs and supporting post-meeting actions Handling Letters of Authority and liaising with providers to process business efficiently Assisting with suitability reports and processing new business including pensions, ISAs and fund switches Skills and experience required: Excellent administrative and organisational skills High attention to detail and accuracy Confident user of Microsoft Office Strong communication skills, both written and verbal Ability to manage multiple tasks and work collaboratively within a team Proactive, flexible and professional approach Experience within a Financial Planning or Wealth Management environment, Strong knowledge of pensions, investments and protection products desirable but not essential Apply now or contact Tirebuck Recruitment for further information. If successful, one of our consultants will be in touch for a confidential discussion about your experience and suitability for the role. Please check your spam folder for missed communications and ensure your contact details are up to date.

RECfinancial are currently shortlisting for this Leicestershire based business as it looks to recruit an experienced Part Time Payroll Administrator on a permanent business. If you're currently working in payroll, particularly from an advisory point of view, this role is for you. This well known business has a strong reputation within its field and looks to strengthen its team. You'll report into a passionate Payroll Manager and play an integral part of ensuring all areas of payroll are compliant with HRMC, pensions and payments. You may well already be in a similar role, looking for a new challenge or just a change of environment. Your role will involve; Organize and prioritize your workload, maintaining an up-to-date task list. Process payroll adhering to both weekly and monthly schedules. Verify accuracy of PAYE, NI, and pension deductions; ensure compliance with RTI and auto-enrolment regulations. Handle client communications, including payroll reports and compliance submissions. Manage PAYE and pension payments, and register relevant schemes. Address all areas of Payroll queries in a professional manner. What do we require as the Payroll Administrator? Strong technical knowledge of payroll, including calculations, PAYE/NI thresholds and pension schemes. Experience with systems such as Sage or Xero would be advantageous CIS returns are a bonus but not essential Ability to assist and mentor team members and cover for the Payroll Manager as needed. Effective communication with management and maintain confidentiality is essential. What's on offer for the Senior Payroll Administrator? £27000 - £30000 DOE / FTE Hybrid working Generous holidays Pension Career progression For further information on this fabulous opportunity, please call Neil on (phone number removed) / (phone number removed) or email (url removed) Please note we are unable to accept applications from candidates without UK experience and the need for sponsorship. INDREC

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 Financial Planning Administrator Altrincham, Cheshire Salary: Up to £34,000 Full-Time Monday to Friday Hybrid Working Following Probation NJR Recruitment is delighted to be working with a highly successful and growing Financial Planning practice to recruit an experienced Senior Administrator . This is a fantastic opportunity for an experienced Financial Services Administrator who is looking to develop in to a Team Leader, and someone who enjoys taking ownership of client cases, working closely with Advisers and delivering an outstanding client experience. Joining a collaborative and supportive team, you'll play a key role in ensuring new business is processed efficiently while maintaining the highest standards of accuracy and client service. The Role As a Senior Client Administrator, you will provide comprehensive administrative support throughout the financial planning process, managing new business from submission through to completion and acting as a key point of contact for clients, Advisers and providers. Key Responsibilities Business Processing Submit new investment, pension and protection applications through provider systems. Manage new business from submission through to completion, ensuring cases progress efficiently. Liaise with providers to obtain updates, resolve outstanding requirements and minimise delays. Chase outstanding documentation, transfer requests and provider information. Keep clients and Advisers informed throughout the application process. Update client records and CRM systems accurately. Take ownership of your workload, ensuring all cases are progressed promptly. Client Administration Maintain accurate client information within CRM systems. Prepare high-quality client meeting packs and supporting documentation. Maintain electronic client records in line with compliance requirements. Support Advisers with post-meeting administration and implementation of recommendations. Ensure all documentation is processed accurately and in accordance with FCA requirements. Adviser & Client Support Arrange regular case review meetings with Advisers. Act as a key point of contact for clients, Advisers and providers. Provide timely updates to clients regarding the progress of their cases. Build strong working relationships to support excellent client outcomes. General Administration Support the day-to-day running of the office. Assist with ordering office supplies and general office administration. Contribute to process improvements and operational efficiencies. Provide support to the wider Operations team as required. About You The successful candidate will have: Previous administration experience within Financial Services, Wealth Management or a professional services environment. Excellent organisational and time management skills. Strong attention to detail and accuracy. Excellent written and verbal communication skills. A professional and confident telephone manner. Proficiency in Microsoft Office, including Outlook, Word, Excel and Teams. The ability to work independently while contributing positively within a team. A proactive, organised and client-focused approach. Desirable experience includes: Experience using Salesforce or similar CRM systems. Knowledge of financial planning administration processes. Understanding of pensions, investments and protection products. What's on Offer? Salary up to £34,000 , depending on experience. Hybrid working following successful completion of probation. 25 days annual leave plus your birthday off. Company pension scheme. Life assurance. Employee perks and discount scheme. Regular company social events. Ongoing learning and development opportunities. A supportive and collaborative working environment with excellent long-term career prospects. If you're an experienced Financial Services Administrator looking to join a growing business where your contribution is recognised and your career can continue to develop, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16908 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

Senior Payroll Administrator Location: Taunton Job Type: Permanent Full-Time Salary: Competitive, depending on experience A well-established and growing professional services business is looking for an experienced Senior Payroll Administrator to join its busy payroll team. The role will involve managing a portfolio of outsourced payroll clients across a range of sectors, with a particular focus on supporting the continued growth of NHS and medical payrolls . The Role You will take a senior role within the payroll team, managing payrolls from start to finish and acting as a key point of contact for clients. You will work closely with clients to understand their payroll requirements, provide advice on payroll processes and statutory changes, and ensure payrolls are processed accurately and on time. Key Responsibilities Processing multiple client payrolls across different frequencies. Managing payroll from start to finish, including RTI and HMRC reporting. Processing pensions, deductions and statutory payments. Producing payslips and ensuring accurate payroll records. Advising clients on payroll legislation and statutory changes. Managing and developing strong client relationships. Supporting the wider payroll team and sharing knowledge and best practice. Working with NHS and medical clients where required. About You We are looking for an experienced payroll professional with: Strong end-to-end payroll experience, ideally within an outsourced payroll bureau or accountancy practice. Experience managing multiple payrolls and clients. NHS or public sector payroll experience is highly desirable. Excellent knowledge of RTI, HMRC requirements, pensions and statutory payments. Strong attention to detail and excellent organisational skills. Confident communication and client-facing skills. Good IT and payroll software experience. Experience with IRIS Payroll Professional, PayCircle and Xero would be advantageous, although training can be provided on specific systems. What's on Offer Competitive salary depending on experience. Opportunity to join a well-established and growing business. Yeovil or Taunton office location. Excellent benefits package. Minimum 25 days' holiday, increasing with service, plus the option to buy and sell holiday. Annual salary review. Pension scheme. Private medical and healthcare benefits. Life assurance and employee assistance programme. Additional lifestyle and employee benefits. If you have strong payroll experience and particularly NHS or public sector payroll knowledge, we'd be keen to hear from you.

Anderson Knight is currently seeking to recruit an experienced Payroll Administrator to join a well-established service business based in Cumbernauld. Reporting to the Payroll Manager, you will provide efficient quality payroll support and coordination in support of all group companies. The key duties and responsibilities will include: Effective end to end processing of all weekly & monthly payrolls. Knowledge of PAYE/NIC and statutory payments eg redundancy, SMP/SAP, SPP and SSP when running payrolls. Up to date knowledge of auto enrolment Processing new starters, leavers, P45, P60, pensions, auto enrolments, student loans, earnings arrestment s, SSP etc Resolution of employee queries. Meet and exceed all payroll deadlines. The successful candidate must possess the following: Excellent attention to detail Ability to work within a fast paced environment Experience dealing with multiple end to end payrolls Effective communication, time management and organisational skills Good level of punctuality Knowledge of Microsoft Office packages to include Word, Outlook, Excel and PowerPoint This opportunity will provide the ideal candidate with excellent hands on experience within a successful brand together with career progression. To apply for this excellent Senior Payroll Administrator opportunity, please forward your CV in confidence.

Senior Client Relationship Manager (Senior Financial Services Administrator) Leicester (our Ref AL1417) office based with potential of hybrid after qualifying period Salary to c£30,000 pa + benefits I am currently recruiting for a Senior Client Relationship Manager (Senior Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant. More about the role: Work closely with the consultants to support and ensure clients needs are met Preparation work for client meetings Attending clients meetings, taking meeting notes (on/off site) Coordinating action points from meetings and completing work required Responsible for communication with clients (phone calls/emails etc.) Researching and collation of information in relation to advice being given to clients Liaising with external providers on client queries Requesting illustrations required in respect of new and existing business Processing of new business completed in line with compliant procedures and policies Updating client records and electronic folders Ability to use cashflow modelling software to aid the wealth management and estate planning process The successful applicant will: Have a minimum 4-5 years experience in a similar role Possess an understanding of financial services including investments, pensions and estate planning Have excellent customer service skills and attention to detail Be able to proactively manage client affairs in a prompt and efficient manner Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment Be able to work in a team within an open office environment Be honest and resilient, with the ability to resolve issues sooner rather than later Benefits package: In addition to excellent career progression, with fantastic opportunities for promotion, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. Your benefits package includes the following: Group Pension Life Assurance Income Protection Health Cash Plan Plus a choice of flexible voluntary benefits, so that means you can pick benefits to suit you! If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Make an impact across a major infrastructure and engineering environment while developing your career in global retirement and financial wellbeing. This role offers the opportunity to take ownership of UK defined benefit pension arrangements while building broader experience across international reward programmes. What you will need Experience working with UK trust based pension schemes, ideally across operational, governance or trustee matters. Experience with defined benefit pensions administration or oversight. Strong analytical, communication, stakeholder management and project management skills. The ability to work independently, manage competing priorities and drive activities through to completion. Salary and rewardsUp to 75,000 plus hybrid working and genuine scope to develop your career across wider global reward activity. Your role Act as a key contact for UK defined benefit pension arrangements, working closely with trustees, advisers and outsourced providers. Oversee day to day scheme activity, service delivery, actions, governance records and member communications. Support trustee and governance meetings through agenda planning, action tracking and preparation of relevant materials. Coordinate with payroll, reward, finance, legal and other internal teams to manage information and resolve actions. Contribute to global retirement, employee share plan and financial wellbeing activity through research, data gathering and coordination. Support pension strategy, accounting activity and business projects including due diligence and integration work. Your experience Strong understanding of UK trust based defined benefit pension schemes and their governance requirements. Experience coordinating external advisers, administrators or other specialist providers. Confident working with pension data, governance documentation, reporting and financial information. Experience managing projects or workstreams involving multiple stakeholders. Clear and professional communication skills with the confidence to engage with senior stakeholders and external advisers. A proactive approach with the judgement to work independently and identify what needs to happen next. Benefits and balanceThe employer supports you through: Hybrid working and flexible approaches to balancing work and personal commitments. Flexible annual leave arrangements. Health, wellbeing and employee support. Training and professional development to build skills and expertise. Employee recognition and reward opportunities. Where you will be basedLondon, with a hybrid working pattern. Equal opportunitiesThe employer is committed to equal opportunities and values diversity in the workplace. Send your CV or LinkedIn profile. If you meet the must-haves, we will respond within 48 hours. This is a permanent role. Electus Recruitment Solutions provides specialist engineering and technical recruitment solutions to high-technology industries. Thank you for your interest. If you do not hear from us within seven working days, please presume your application has been unsuccessful on this occasion. You may resubmit your CV or details in the future, and we shall assess your suitability then. You will be represented by a specialist technical recruiter who will guide you through each stage of the process.

Pensions Administrator Darlington Hybrid Working Ready to take the next step in your career? An exciting opportunity has arisen for an experienced Pensions Administrator to join a leading UK consultancy with an outstanding reputation for delivering high-quality pension administration services. This is your chance to become part of a growing, award-winning organisation that genuinely invests in its people. You'll join a supportive, collaborative team where your expertise is valued, your development is encouraged, and you'll have access to excellent systems and resources to help you deliver exceptional service. What's on Offer? Salary: 30,000 - 35,000 DOE, plus annual bonus potential Darlington (DL1), free parking! Hybrid working Working hours: Monday to Friday, 9:00am - 5:00pm 25 days' holiday plus bank holidays, with the option to buy additional leave Generous pension scheme Life assurance and income protection Fully funded professional study support, including paid exams and study leave Health cash plan Flexible benefits package, including technology discounts and holiday purchase Wellbeing programme and family-friendly policies Regular social and volunteering opportunities Genuine career progression within a growing national business The Role As a Senior Pensions Administrator, you'll play a key role in delivering high-quality administration services for Defined Benefit (DB) pension schemes, ensuring members and clients receive a professional and efficient service. Key Responsibilities Calculating pension benefits and member entitlements accurately Responding to queries from members, trustees and other stakeholders Preparing pension documentation and correspondence Maintaining accurate member records and ensuring compliance with procedures Supporting the delivery of a high-quality pension administration service Contributing to process improvements and sharing best practice within the team About You We're looking for someone who has: Previous experience in a Senior Pensions Administration role Ideally, experience administering Defined Benefit (DB) pension schemes or a strong understanding of Defined Benefit pension arrangements Excellent attention to detail and strong numerical skills Outstanding written and verbal communication skills A proactive, solutions-focused approach A commitment to delivering exceptional customer service Professional pension qualifications (or working towards them) would be advantageous but are not essential. If you're an experienced pensions professional looking to join an organisation that values quality, development and work-life balance, we'd love to hear from you. Apply today with your CV to find out more about this fantastic opportunity. We are committed to ensuring an inclusive recruitment process. If you require any reasonable adjustments during the application or interview process, please let us know and we will do our best to support you. Due to the volume of applications received, we are unfortunately unable to provide individual feedback to all applicants. If you have not heard from us within 5 business days, please assume your application has been unsuccessful on this occasion. 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.

Senior IFA Administrator Career Progression Join a growing Financial Planning practice where you ll play a key role in managing client relationships and have genuine opportunities to progress. Our client is a well-established and expanding Financial Planning firm looking for an experienced IFA Administrator to join its close-knit team. Supporting experience Financial Adviser's, you will also work closely with the Managing Director, taking ownership of the full client administration process. This is a senior role for someone who is confident, organised and capable of working independently. You ll also work alongside an experienced Paraplanner and have the support of a Junior Administrator. The Role You ll take responsibility for a varied portfolio of client administration, including: Managing new business, onboarding, annual reviews and ongoing client servicing. Processing investments, withdrawals, fund switches and platform instructions. Managing Letters of Authority and provider transfers from start to finish. Maintaining accurate client records using Plannr CRM. Preparing review documentation and coordinating client meetings. Acting as a key point of contact for clients, providers and platforms. Supporting model portfolio rebalancing following reviews, investments and withdrawals. Providing wider administrative support across the business. Over time, supporting annual review reports, straightforward client recommendations and maintaining financial plans using Voyant. What We re Looking For You ll ideally have: Over 2 years experience within an IFA or Financial Planning firm . A solid understanding of the financial advice process, including pensions, ISAs, investment bonds and investment platforms. Experience with AJ Bell, Aviva or Transact would be beneficial. Voyant experience would be an advantage. Excellent organisation, attention to detail and the ability to manage multiple priorities. A proactive, professional and personable approach. CII qualifications are advantageous but not essential. The firm is committed to professional development and will fund relevant industry qualifications and exams. Genuine Career Progression This role offers two clear career paths: Senior Administration Build your career as a highly valued senior administrator, taking ownership of increasingly complex responsibilities. Paraplanning Develop your technical knowledge and progress into paraplanning, gaining experience in review reports, Voyant cashflow planning and more technical client work. Why Consider It? This is a great opportunity to join a growing, supportive Financial Planning business where you ll have real responsibility, direct exposure to advisers and clients, and genuine long-term career progression. Whether you want to become a senior administration specialist or move towards paraplanning, the firm will support you in developing your career.

Pension Payroll Administrator Liverpool City Centre (Hybrid - 1 day from home after training) Salary: Up to 34,000 (depending on experience) + annual bonus Hours: Monday to Friday, 9:00am - 5:00pm (flexible start and finish times) Are you an experienced pensions or payroll professional with a keen eye for detail and a passion for getting things right? We're looking for a Pension Payroll Administrator to join a specialist pensions operation in Liverpool. This is an excellent opportunity for an experienced pensions administrator, pension payroll professional, or quality assurance specialist looking to take on a senior technical role within a highly regulated environment. The Role Key responsibilities include: Reviewing and checking pension administration and payroll work for accuracy and completeness Identifying and preventing financial, regulatory, and customer risks Ensuring correct application of pensions legislation, scheme rules, and court orders Reviewing complex pension cases including death benefits and divorce-related matters Producing and issuing annual review packs, wake-up packs, and cash warning letters Supporting payroll processing activities and validating payroll outputs Assisting with HMRC reporting, PAYE submissions, and Relief at Source processes Handling escalated cases through to resolution Providing clear feedback and guidance to colleagues Supporting continuous improvement and quality assurance initiatives Essential Experience Experience reviewing, checking, or quality assuring pension, payroll, benefits, or reporting work Strong understanding of regulated processes and compliance requirements Experience handling complex member cases Excellent attention to detail and analytical skills Ability to identify errors, assess risk, and make sound decisions Strong written and verbal communication skills Desirable Experience Defined Benefit (DB) or Defined Contribution (DC) pensions experience Pension payroll administration Knowledge of PAYE and HMRC reporting requirements Experience dealing with death benefits and beneficiary settlements Understanding of pension sharing orders and divorce cases Knowledge of governance, risk, and control frameworks PMI, CIPP, payroll, pensions, finance, or administration qualifications What's on Offer Salary up to 34,000 depending on experience Annual bonus scheme Hybrid working (1 day from home after training) 35-hour working week with flexible start and finish times 25 days holiday plus bank holidays Central Liverpool location with excellent transport links Supportive, collaborative working environment Ongoing training, development, and progression opportunities Regular social events and additional benefits Sick pay (after qualifying period) If you're interested, please send your CV to: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

BRAND NEW ROLE - JULY 2026 Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients £38k - £42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams 2 days WFH per week once up and running My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Senior Technical Administrator who will be responsible for conducting end to end administration and also some paraplanning work supporting with the entire back-office function within the business. Duties will include suitability report writing, processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 3 year of wealth management experience but team fit will be crucial for this role so a slightly more junior candidate will be considered. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.

Job Title: Senior IFA Administrator Industry: Financial Planning / Financial Services Location: Leeds Salary: Up to £35,000 (dependent on experience) Job Ref: 10514 Job Description: Recruit UK are working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established Financial Planning firm. The purpose of this role is to provide high-quality administrative support to Financial Advisers and clients, ensuring an efficient, compliant and professional service is delivered at all times. You will also play an important role in supporting and mentoring less experienced team members, maintaining excellent client service standards and ensuring all business is processed accurately and within regulatory requirements. This position requires excellent organisational skills, strong technical knowledge of financial services products, and previous experience within an Independent Financial Advice environment. Key Responsibilities: Provide comprehensive administrative support to Financial Advisers and clients Process new business across investments, pensions and protection cases Prepare client documentation including application packs, client agreements and supporting paperwork Obtain provider information through Letters of Authority (LOAs) and collate documentation for advisers and paraplanners Complete online and paper-based business processing, including fund switches, withdrawals, income payments and other client transactions Carry out post-implementation processing for investment and pension business Maintain accurate client records using back-office systems Liaise with product providers and clients to obtain information and resolve queries Support and mentor junior administrators, providing guidance and training where required Assist with team training and share technical knowledge across the business Ensure all work is completed accurately, compliantly and within agreed service standards Manage incoming correspondence, update client records and support wider office administration Handle client and adviser enquiries professionally via telephone and email Assist with ad hoc projects and departmental initiatives as required What's in it for you? Competitive salary depending on experience Opportunity to work within a well-established and supportive financial planning firm Ongoing professional development and training Career progression opportunities Collaborative and friendly team environment Comprehensive benefits package (details available on application) Skills and Experience Required: Minimum of 3-5 years' experience as an IFA Administrator or Financial Services Administrator within an Independent Financial Advice practice Strong understanding of investment, pension and protection products Experience processing complex financial services business Working knowledge of Pension Drawdown, Trusts and inheritance tax planning products would be advantageous Experience using Intelligent Office (iO) or similar back-office systems Proficient in Microsoft Office, particularly Excel, Word and Outlook Excellent organisational skills with the ability to prioritise a varied workload Strong communication skills with the ability to build positive relationships with colleagues, advisers and clients Ability to support, coach and develop less experienced team members High attention to detail with a strong understanding of compliance and FCA regulatory requirements A proactive, solutions-focused approach with the ability to work independently and as part of a team

We are currently recruiting for an exciting new role for a Senior Pension Administrator to join an expanding, innovative Investment platform firm on a hybrid basis from London. Reporting directly to the Pensions Director, you will serve as the first point of contact for technical pension and ISA queries from financial advisers and clients. You will provide expert guidance, support colleagues across Client Services, Investments, and Transfers, and ensure all pension administration activities and regulatory reporting obligations are completed accurately and on time. Key Responsibilities Act as the first line of support for technical pension and ISA queries. Complete high-volume pension administration tasks accurately and efficiently. Respond to adviser and client enquiries promptly via telephone and email. Handle complex pension cases with confidence and authority. Support the operations team with specialist technical knowledge. Manage pension regulatory reporting requirements and submission deadlines. Interpret HMRC, FCA, and other regulatory requirements to ensure ongoing compliance. Identify opportunities to improve processes and documentation. Partner with the Engineering team to automate and streamline pension administration activities through the platform. Essential Experience and Skills Significant experience working within a UK investment platform offering Pension, ISA, and GIA products. Strong hands-on experience in complex pension administration, including: Drawdown cases Death benefit processing Taxation and regulatory payments Proven knowledge of HMRC pension and ISA reporting requirements, including: Tax relief claims Annual reporting submissions This is an excellent opportunity to join a well established firm in an exciting new role where you will be rewarded with a good salary, excellent benefits package and a clear career path as well as assistance with professional qualifications. Please quote 52535 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

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.

My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working is available to staff but this position requires someone to be in the office most of the time

Role: Part-Time - Senior Bookkeeper & Property Administrator Contract Type: Permanent, Part-Time Location: Outskirts of Tunbridge Wells Salary: 30- 34 per hour Hours: 16-24 hours per week (2-3 days) Our client, a well-established company based on the outskirts of Tunbridge Wells, is looking to recruit an experienced Senior Bookkeeper & Property Administrator to support the financial management of several small businesses, residential properties and private household accounts. This is a varied position offering the opportunity to take ownership of day-to-day bookkeeping while supporting the administration of a diverse property portfolio. The successful candidate will play a key role in ensuring the smooth running of the company's financial and administrative operations. Key Duties: - Maintaining accurate financial records across multiple limited companies, residential properties and household accounts using QuickBooks. - Processing purchase invoices, supplier payments and bank reconciliations through online banking. - Managing payroll for employees, including pensions, HMRC submissions, expenses, payslips and year-end documentation. - Preparing VAT returns, financial reports, trial balances and supporting documentation for external accountants and auditors. - Producing cash flow forecasts and monitoring company and personal account balances. - Raising sales invoices and monitoring outstanding payments. - Managing bookkeeping for holiday-let and rental properties, including income and expenditure records. - Liaising with tenants, contractors, suppliers and service providers regarding property maintenance and repairs. - Coordinating servicing schedules, insurance renewals, maintenance contracts and compliance across multiple residential properties. - Maintaining Companies House records, employee records and organised electronic and paper filing systems. - Providing general office administration, including correspondence, document preparation and telephone and email enquiries. The Ideal Candidate Will Have: - A minimum of five years' bookkeeping experience within a similar standalone or small business environment. - Strong working knowledge of QuickBooks and Excel. - Experience managing payroll, business taxes, VAT returns, bank reconciliations and preparing accounts for external accountants. - A sound understanding of UK bookkeeping principles and financial record keeping. - Excellent organisational skills with the ability to manage multiple priorities and work independently. - High levels of accuracy, discretion and confidentiality. - Strong communication skills with the confidence to liaise professionally with contractors, suppliers, tenants and external advisers. - Previous experience supporting residential property administration would be advantageous but is not essential. At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word. Thank you. KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market

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