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pensions administrator
Michael Page
Pensions Administrator
Michael Page Selly Park, Birmingham
As a Pensions Administrator in Birmingham, you'll be handling the day-to-day administration of pensions within the not-for-profit sector, ensuring everything runs smoothly and accurately. This is a temporary role where your organisational skills will play a key part in supporting the business. Client Details This organisation operates within the not-for-profit sector and is based in Birmingham. As a large industry leading education establishment, they are now seeking a Pensions Administrator to join their team in Birmingham on a temporary basis. Description As the Pensions Administrator, you will be responsible for supporting key pension administration activities and ensuring all pension-related processes are completed accurately and on time. Key responsibilities include: Administering pension scheme activities and member records. Managing and submitting monthly pension returns. Providing support and guidance on pension-related queries. Working with pension schemes including the Teachers' Pension Scheme (TPS) and Local Government Pension Scheme (LGPS). Liaising with internal stakeholders to ensure accurate pension data and compliance. Supporting payroll and HR colleagues as required. Maintaining high levels of accuracy and confidentiality at all times. Profile A successful Pensions Administrator should have: Previous experience working in a Pensions Administrator position. Strong working knowledge of TPS and LGPS pension schemes. Experience completing and submitting pension returns. The ability to work independently and quickly adapt to a new environment. Excellent attention to detail and organisational skills. Strong communication and stakeholder management abilities. Proficiency in Microsoft Office and pension administration systems. A proactive approach and the ability to hit the ground running. Job Offer Competitive hourly rate. Immediate start available. Free parking on site. Flexible temporary assignment with potential for further opportunities. Hybrid and/or office-based working options depending on organisational requirements. Chance to support a reputable organisation through a key period. Weekly pay through a leading recruitment business. Interested candidates with TPS and LGPS experience are encouraged to apply for this Pensions Administrator role immediately.
Aug 18, 2026
Seasonal
As a Pensions Administrator in Birmingham, you'll be handling the day-to-day administration of pensions within the not-for-profit sector, ensuring everything runs smoothly and accurately. This is a temporary role where your organisational skills will play a key part in supporting the business. Client Details This organisation operates within the not-for-profit sector and is based in Birmingham. As a large industry leading education establishment, they are now seeking a Pensions Administrator to join their team in Birmingham on a temporary basis. Description As the Pensions Administrator, you will be responsible for supporting key pension administration activities and ensuring all pension-related processes are completed accurately and on time. Key responsibilities include: Administering pension scheme activities and member records. Managing and submitting monthly pension returns. Providing support and guidance on pension-related queries. Working with pension schemes including the Teachers' Pension Scheme (TPS) and Local Government Pension Scheme (LGPS). Liaising with internal stakeholders to ensure accurate pension data and compliance. Supporting payroll and HR colleagues as required. Maintaining high levels of accuracy and confidentiality at all times. Profile A successful Pensions Administrator should have: Previous experience working in a Pensions Administrator position. Strong working knowledge of TPS and LGPS pension schemes. Experience completing and submitting pension returns. The ability to work independently and quickly adapt to a new environment. Excellent attention to detail and organisational skills. Strong communication and stakeholder management abilities. Proficiency in Microsoft Office and pension administration systems. A proactive approach and the ability to hit the ground running. Job Offer Competitive hourly rate. Immediate start available. Free parking on site. Flexible temporary assignment with potential for further opportunities. Hybrid and/or office-based working options depending on organisational requirements. Chance to support a reputable organisation through a key period. Weekly pay through a leading recruitment business. Interested candidates with TPS and LGPS experience are encouraged to apply for this Pensions Administrator role immediately.
Bayman Atkinson Smythe
Part Time Payroll & Admin
Bayman Atkinson Smythe
Part Time Payroll Administrator Royton, Oldham Temporary - 10 months 3 days per week, office-based £13.30 per hour Looking for a part-time finance role? We are recruiting an organised and adaptable Payroll Administrator for our client, an established professional services business based in Royton. This varied, part-time role combines payroll processing, customer service and general administrative support. It would suit someone who enjoys working with numbers, managing different priorities and delivering a professional service to clients and colleagues. Key responsibilities Preparing and processing weekly, four-weekly and monthly payrolls Supporting payroll processes and ensuring compliance with payroll tax requirements Responding to customer queries promptly and professionally Escalating complex queries where appropriate Assisting with the administration of employee benefits Providing general accounting and administrative support Coordinating schedules and supporting the management team with day-to-day tasks Maintaining accurate and confidential payroll and employee records About you Previous experience in payroll, administration and customer service Good working knowledge of Microsoft Office, including Outlook, Word and Excel Confident numeracy skills and excellent attention to detail Strong organisational, communication and time-management skills The ability to manage changing priorities in a busy office Familiarity with payroll software or accounting systems Some knowledge of pensions and CIS would be advantageous Experience of administering employee benefits would be beneficial This is an excellent opportunity to join a friendly and supportive team in a varied, part-time position. Apply today by submitting your CV for consideration.
Aug 18, 2026
Full time
Part Time Payroll Administrator Royton, Oldham Temporary - 10 months 3 days per week, office-based £13.30 per hour Looking for a part-time finance role? We are recruiting an organised and adaptable Payroll Administrator for our client, an established professional services business based in Royton. This varied, part-time role combines payroll processing, customer service and general administrative support. It would suit someone who enjoys working with numbers, managing different priorities and delivering a professional service to clients and colleagues. Key responsibilities Preparing and processing weekly, four-weekly and monthly payrolls Supporting payroll processes and ensuring compliance with payroll tax requirements Responding to customer queries promptly and professionally Escalating complex queries where appropriate Assisting with the administration of employee benefits Providing general accounting and administrative support Coordinating schedules and supporting the management team with day-to-day tasks Maintaining accurate and confidential payroll and employee records About you Previous experience in payroll, administration and customer service Good working knowledge of Microsoft Office, including Outlook, Word and Excel Confident numeracy skills and excellent attention to detail Strong organisational, communication and time-management skills The ability to manage changing priorities in a busy office Familiarity with payroll software or accounting systems Some knowledge of pensions and CIS would be advantageous Experience of administering employee benefits would be beneficial This is an excellent opportunity to join a friendly and supportive team in a varied, part-time position. Apply today by submitting your CV for consideration.
NJR Recruitment
IFA Administrator
NJR Recruitment Chesterfield, Derbyshire
IFA Administrator Chesterfield £28,000 - £32,000 NJR Recruitment is delighted to be working with a well-established Independent Financial Adviser firm in Worksop who are looking to recruit an experienced IFA Administrator to join their team. This is a fantastic opportunity for an experienced Financial Planning Administrator looking to join a professional and supportive business where they can build a long-term career within financial services. The successful candidate will provide comprehensive administrative support to the Advisers, working across a varied range of client cases and helping to ensure clients receive a high-quality and efficient service. The Role Providing full administrative support to Financial Advisers Processing new business across pensions, investments and protection Preparing client review and meeting packs Obtaining valuations, illustrations and policy information Managing Letters of Authority and liaising with providers Processing applications and monitoring cases through to completion Maintaining accurate client records and updating CRM systems Liaising with clients, providers and third parties Supporting ongoing client servicing and annual review processes Ensuring all administration is completed accurately and within agreed timescales Working in line with FCA regulations and internal procedures About You Previous IFA / Financial Planning Administration experience is essential Good understanding of pensions, investments and protection Excellent attention to detail and organisational skills Strong written and verbal communication skills Professional and confident when dealing with clients and providers Able to manage multiple priorities and work to deadlines Good IT and Microsoft Office skills A proactive and team-focused approach Experience with Intelliflo or other financial planning back-office systems would be advantageous. What's on Offer? Competitive salary depending on experience Professional and supportive working environment Opportunity to work within an established IFA practice Varied client administration Long-term career development opportunities Ongoing training and support This is an excellent opportunity for an experienced IFA Administrator looking to join a friendly and professional firm in the Chesterfield area. For further information or a confidential discussion, please contact NJR Recruitment quoting NJR16875
Aug 18, 2026
Full time
IFA Administrator Chesterfield £28,000 - £32,000 NJR Recruitment is delighted to be working with a well-established Independent Financial Adviser firm in Worksop who are looking to recruit an experienced IFA Administrator to join their team. This is a fantastic opportunity for an experienced Financial Planning Administrator looking to join a professional and supportive business where they can build a long-term career within financial services. The successful candidate will provide comprehensive administrative support to the Advisers, working across a varied range of client cases and helping to ensure clients receive a high-quality and efficient service. The Role Providing full administrative support to Financial Advisers Processing new business across pensions, investments and protection Preparing client review and meeting packs Obtaining valuations, illustrations and policy information Managing Letters of Authority and liaising with providers Processing applications and monitoring cases through to completion Maintaining accurate client records and updating CRM systems Liaising with clients, providers and third parties Supporting ongoing client servicing and annual review processes Ensuring all administration is completed accurately and within agreed timescales Working in line with FCA regulations and internal procedures About You Previous IFA / Financial Planning Administration experience is essential Good understanding of pensions, investments and protection Excellent attention to detail and organisational skills Strong written and verbal communication skills Professional and confident when dealing with clients and providers Able to manage multiple priorities and work to deadlines Good IT and Microsoft Office skills A proactive and team-focused approach Experience with Intelliflo or other financial planning back-office systems would be advantageous. What's on Offer? Competitive salary depending on experience Professional and supportive working environment Opportunity to work within an established IFA practice Varied client administration Long-term career development opportunities Ongoing training and support This is an excellent opportunity for an experienced IFA Administrator looking to join a friendly and professional firm in the Chesterfield area. For further information or a confidential discussion, please contact NJR Recruitment quoting NJR16875
Ernest Gordon Recruitment Limited
Payroll Administrator (Part-Time)
Ernest Gordon Recruitment Limited
Payroll Administrator (Part-time) 26,000 - 30,000 Pro Rata + Benefits + Progression Dereham Do you have a background in Payroll Administration or similar, looking to join an established accountancy practice offering a part-time role and a supportive working environment? On offer is the opportunity to join a well-established independent accounting practice providing accounts, tax, bookkeeping and payroll services to a loyal client base of small and micro-sized businesses across Norfolk. Due to continued growth, the business is looking for an experienced Payroll Administrator to manage the end-to-end payroll process for a growing portfolio of clients. This varied role will see you processing weekly, fortnightly and monthly payrolls, managing PAYE, National Insurance, statutory payments and pensions, while ensuring all payroll and CIS requirements are completed accurately and on time. You will also liaise with clients, employees, HMRC and pension providers, providing a professional and reliable service. This role would suit someone with a background in Payroll Administration looking for a part-time role with an established accountancy practice in a supportive work environment. The Role: Processing weekly, fortnightly and monthly payrolls for multiple clients from start to finish Calculating PAYE, National Insurance, SSP, SMP, SPP, attachments and pension contributions Processing new starters and leavers, including P45s Administering auto-enrolment pension schemes and liaising with pension providers Processing CIS requirements, including subcontractor invoices and HMRC verification Advising clients on CIS deductions and providing subcontractors with monthly payment and deduction reports 18-21 hours per week over 5 days The Person: Background in Payroll Administration or similar Looking for part-time role Commutable to Dereham Reference: BBBH26854A If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is intended as a guideline. The final package offered will depend on your experience, skills and qualifications. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Aug 17, 2026
Full time
Payroll Administrator (Part-time) 26,000 - 30,000 Pro Rata + Benefits + Progression Dereham Do you have a background in Payroll Administration or similar, looking to join an established accountancy practice offering a part-time role and a supportive working environment? On offer is the opportunity to join a well-established independent accounting practice providing accounts, tax, bookkeeping and payroll services to a loyal client base of small and micro-sized businesses across Norfolk. Due to continued growth, the business is looking for an experienced Payroll Administrator to manage the end-to-end payroll process for a growing portfolio of clients. This varied role will see you processing weekly, fortnightly and monthly payrolls, managing PAYE, National Insurance, statutory payments and pensions, while ensuring all payroll and CIS requirements are completed accurately and on time. You will also liaise with clients, employees, HMRC and pension providers, providing a professional and reliable service. This role would suit someone with a background in Payroll Administration looking for a part-time role with an established accountancy practice in a supportive work environment. The Role: Processing weekly, fortnightly and monthly payrolls for multiple clients from start to finish Calculating PAYE, National Insurance, SSP, SMP, SPP, attachments and pension contributions Processing new starters and leavers, including P45s Administering auto-enrolment pension schemes and liaising with pension providers Processing CIS requirements, including subcontractor invoices and HMRC verification Advising clients on CIS deductions and providing subcontractors with monthly payment and deduction reports 18-21 hours per week over 5 days The Person: Background in Payroll Administration or similar Looking for part-time role Commutable to Dereham Reference: BBBH26854A If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is intended as a guideline. The final package offered will depend on your experience, skills and qualifications. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Ashley Rees Associates
Customer Service Administrator
Ashley Rees Associates Bristol, Gloucestershire
A service organisation based in central Bristol is currently recruiting a Customer Service Administrator to join their team. Working for a growing business in a newly created role, this is an excellent opportunity for anyone looking to further their career within this field. Duties will include Providing excellent customer service via the telephone, webchat and email Dealing with client queries, resolving them in an efficient manner Raising invoices and submitting timesheets Processing expense claims Dealing with pensions queries The successful candidate will have strong communication skills and have ideally worked in a customer service role previously. Due to the nature of the organisation, this role also requires someone who can demonstrate good numerical ability.
Aug 17, 2026
Full time
A service organisation based in central Bristol is currently recruiting a Customer Service Administrator to join their team. Working for a growing business in a newly created role, this is an excellent opportunity for anyone looking to further their career within this field. Duties will include Providing excellent customer service via the telephone, webchat and email Dealing with client queries, resolving them in an efficient manner Raising invoices and submitting timesheets Processing expense claims Dealing with pensions queries The successful candidate will have strong communication skills and have ideally worked in a customer service role previously. Due to the nature of the organisation, this role also requires someone who can demonstrate good numerical ability.
Premier Jobs UK
Employee Benefits Administrator
Premier Jobs UK
This Employee Benefits Administrator job offers the opportunity to join a well established and growing employee benefits firm supporting a diverse portfolio of corporate clients, just outside Coventry. If you enjoy structured administration, client interaction and developing your knowledge across pensions and group risk, this Employee Benefits Administrator job could be an excellent next step. As an Employee Benefits Administrator, you will play a central role in ensuring group benefit schemes operate smoothly and clients receive a consistently high level of service. You will support consultants and work closely with providers, giving you exposure across group pensions, group risk and employee wellbeing arrangements. Your day to day responsibilities as an Employee Benefits Administrator will include Administering group pension, group risk and healthcare schemes Processing joiners, leavers and member amendments Responding to scheme and member queries Liaising with insurers and providers Supporting scheme renewals and rebroking activity Preparing client documentation and maintaining accurate records This Employee Benefits Administrator role suits someone who enjoys being organised, takes pride in detail and wants to build long term expertise within employee benefits. There is genuine scope for progression as your experience grows. Employee Benefits Administrator Requirements Experience administering employee benefits schemes is essential Exposure to group pensions and or group risk schemes is essential Experience within employee benefits or financial services administration Industry qualifications are desirable but not required Experience using employee benefits or pension administration systems is beneficial The Company This is a long established professional services firm with specialist teams across employee benefits and wealth management. They support corporate and personal clients nationwide and are known for their supportive culture and commitment to developing their people. Employee Benefits Administrator Benefits Salary 30,000 to 40,000 negotiable depending on experience 22 days holiday plus bank holidays with option purchase up to 5 additional days holiday Office closed between Christmas and New Year at Director discretion 4x death in service and 2x critical illness cover Health cash plan Office based Monday to Thursday with Friday home working Working hours 8.30am to 5pm Monday to Thursday and 8.30am to 1.30pm Friday Free on site parking Location This role is based near Meriden and is best suited to candidates within a reasonable commuting distance. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Aug 17, 2026
Full time
This Employee Benefits Administrator job offers the opportunity to join a well established and growing employee benefits firm supporting a diverse portfolio of corporate clients, just outside Coventry. If you enjoy structured administration, client interaction and developing your knowledge across pensions and group risk, this Employee Benefits Administrator job could be an excellent next step. As an Employee Benefits Administrator, you will play a central role in ensuring group benefit schemes operate smoothly and clients receive a consistently high level of service. You will support consultants and work closely with providers, giving you exposure across group pensions, group risk and employee wellbeing arrangements. Your day to day responsibilities as an Employee Benefits Administrator will include Administering group pension, group risk and healthcare schemes Processing joiners, leavers and member amendments Responding to scheme and member queries Liaising with insurers and providers Supporting scheme renewals and rebroking activity Preparing client documentation and maintaining accurate records This Employee Benefits Administrator role suits someone who enjoys being organised, takes pride in detail and wants to build long term expertise within employee benefits. There is genuine scope for progression as your experience grows. Employee Benefits Administrator Requirements Experience administering employee benefits schemes is essential Exposure to group pensions and or group risk schemes is essential Experience within employee benefits or financial services administration Industry qualifications are desirable but not required Experience using employee benefits or pension administration systems is beneficial The Company This is a long established professional services firm with specialist teams across employee benefits and wealth management. They support corporate and personal clients nationwide and are known for their supportive culture and commitment to developing their people. Employee Benefits Administrator Benefits Salary 30,000 to 40,000 negotiable depending on experience 22 days holiday plus bank holidays with option purchase up to 5 additional days holiday Office closed between Christmas and New Year at Director discretion 4x death in service and 2x critical illness cover Health cash plan Office based Monday to Thursday with Friday home working Working hours 8.30am to 5pm Monday to Thursday and 8.30am to 1.30pm Friday Free on site parking Location This role is based near Meriden and is best suited to candidates within a reasonable commuting distance. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Reed
Pensions Analyst
Reed
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 17, 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
Alexander Lloyd
Pensions Technical Lead
Alexander Lloyd Guildford, Surrey
Pensions Technical Lead We're seeking an experienced Pensions Technical Lead to join a collaborative pensions function during a major period of reform. From day one, you'll play a pivotal role in delivering a professional, compliant and future-focused pension service to employees, stakeholders and partners. Responsibilities: Lead the delivery of a collaborated pension function, working closely with internal and external stakeholders. Act as the technical authority on retirement, ill-health, transfers and wider member benefits. Serve as the bridge between the organisation and external administrators for both public sector pension schemes. Provide proactive advice, recognising impacts on individuals, teams and organisational strategy. Drive continuous improvement and lead complex pension projects. Build strong relationships with regulators, boards, representative bodies and scheme providers. Essential Criteria: Experience in public-sector pensions & ideally you will have McCloud experience too. Strong technical understanding of pension schemes and related workforce changes. Proven ability to lead pension operations. Confidence managing relationships with regulators, boards, administrators and representative bodies. Excellent judgement, communication skills and a commitment to continuous improvement. This role would be an initial FTC with the view to go permanent in 2027, so our client can be flexible on location to begin with. If this opportunity is of interest, reach out to discuss further or click apply today! Please quote 52545 when calling Collette Cardy 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.
Aug 17, 2026
Contractor
Pensions Technical Lead We're seeking an experienced Pensions Technical Lead to join a collaborative pensions function during a major period of reform. From day one, you'll play a pivotal role in delivering a professional, compliant and future-focused pension service to employees, stakeholders and partners. Responsibilities: Lead the delivery of a collaborated pension function, working closely with internal and external stakeholders. Act as the technical authority on retirement, ill-health, transfers and wider member benefits. Serve as the bridge between the organisation and external administrators for both public sector pension schemes. Provide proactive advice, recognising impacts on individuals, teams and organisational strategy. Drive continuous improvement and lead complex pension projects. Build strong relationships with regulators, boards, representative bodies and scheme providers. Essential Criteria: Experience in public-sector pensions & ideally you will have McCloud experience too. Strong technical understanding of pension schemes and related workforce changes. Proven ability to lead pension operations. Confidence managing relationships with regulators, boards, administrators and representative bodies. Excellent judgement, communication skills and a commitment to continuous improvement. This role would be an initial FTC with the view to go permanent in 2027, so our client can be flexible on location to begin with. If this opportunity is of interest, reach out to discuss further or click apply today! Please quote 52545 when calling Collette Cardy 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.
Premier Jobs UK Limited
New Business Administrator
Premier Jobs UK Limited Farnborough, Hampshire
Are you an experienced administrator seeking a New Business Administrator job where your financial services expertise will be truly valued? This is an excellent opportunity to join a professional financial services business supporting private clients. As a New Business Administrator, you'll be at the heart of the client journey, processing new business across investments, pensions and protection products from application through to completion. You'll manage your pipeline effectively, pre-populate application forms, and ensure cases progress smoothly to "In Force" status. Working closely with advisers, paraplanners and product providers, you'll build strong relationships whilst maintaining fully compliant client records on back office systems. This New Business Administrator position offers: - Variety across ISAs, bonds, investment accounts, pensions and protection - Autonomy in managing your workload to agreed service levels - The chance to spot opportunities and contribute to business growth - A collaborative team environment where you'll support colleagues New Business Administrator Requirements: Essential: - Financial services administration experience in life, pensions or investment products - Experience processing new business or working within an IFA, provider or similar environment - Experience liaising with advisers, paraplanners or product providers Desirable: - Strong understanding of maintaining compliant client records - Confident working with back office systems and Microsoft Office The Company You'll be joining a highly professional financial services business providing personalised advice to private clients. Their central support teams ensure advisers and clients receive an efficient, compliant and friendly service throughout the advice process, with a supportive culture offering long-term progression potential. New Business Administrator Benefits: - Salary: £27,000 - £32,000 - Company pension - Life assurance - Holiday entitlement - Additional employee benefits package - Hybrid working: 4 days office, 1 day home Location This role is based in Farnborough, Hampshire. Ready to take the next step in your career? Apply today to become our New Business Administrator! Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Aug 17, 2026
Full time
Are you an experienced administrator seeking a New Business Administrator job where your financial services expertise will be truly valued? This is an excellent opportunity to join a professional financial services business supporting private clients. As a New Business Administrator, you'll be at the heart of the client journey, processing new business across investments, pensions and protection products from application through to completion. You'll manage your pipeline effectively, pre-populate application forms, and ensure cases progress smoothly to "In Force" status. Working closely with advisers, paraplanners and product providers, you'll build strong relationships whilst maintaining fully compliant client records on back office systems. This New Business Administrator position offers: - Variety across ISAs, bonds, investment accounts, pensions and protection - Autonomy in managing your workload to agreed service levels - The chance to spot opportunities and contribute to business growth - A collaborative team environment where you'll support colleagues New Business Administrator Requirements: Essential: - Financial services administration experience in life, pensions or investment products - Experience processing new business or working within an IFA, provider or similar environment - Experience liaising with advisers, paraplanners or product providers Desirable: - Strong understanding of maintaining compliant client records - Confident working with back office systems and Microsoft Office The Company You'll be joining a highly professional financial services business providing personalised advice to private clients. Their central support teams ensure advisers and clients receive an efficient, compliant and friendly service throughout the advice process, with a supportive culture offering long-term progression potential. New Business Administrator Benefits: - Salary: £27,000 - £32,000 - Company pension - Life assurance - Holiday entitlement - Additional employee benefits package - Hybrid working: 4 days office, 1 day home Location This role is based in Farnborough, Hampshire. Ready to take the next step in your career? Apply today to become our New Business Administrator! Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
MI Search Ltd
Financial Planning Administrator - Aberdeen (hybrid) - Basic to £30k + flex bens and bonus
MI Search Ltd Aberdeen, Aberdeenshire
Financial Planning Administrator - Aberdeen (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Aberdeen. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning administration processes Experience using platforms Excellent organisational and communication skills The ability to manage multiple cases and deadlines effectively Package Basic salary up to £30,000 Generous discretionary bonus scheme Flexible benefits allowance Pension scheme Hybrid working arrangement Opportunity to join a respected and expanding national financial planning business This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.
Aug 17, 2026
Full time
Financial Planning Administrator - Aberdeen (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Aberdeen. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning administration processes Experience using platforms Excellent organisational and communication skills The ability to manage multiple cases and deadlines effectively Package Basic salary up to £30,000 Generous discretionary bonus scheme Flexible benefits allowance Pension scheme Hybrid working arrangement Opportunity to join a respected and expanding national financial planning business This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.
MI Search Ltd
Financial Planning Administrator - Inverness (hybrid) - Basic to £30k + flex bens and bonus
MI Search Ltd Inverness, Highland
Financial Planning Administrator - Inverness (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Inverness. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning administration processes Experience using platforms Excellent organisational and communication skills The ability to manage multiple cases and deadlines effectively Package Basic salary up to £30,000 Generous discretionary bonus scheme Flexible benefits allowance Pension scheme Hybrid working arrangement Opportunity to join a respected and expanding national financial planning business This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.
Aug 17, 2026
Full time
Financial Planning Administrator - Inverness (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Inverness. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning administration processes Experience using platforms Excellent organisational and communication skills The ability to manage multiple cases and deadlines effectively Package Basic salary up to £30,000 Generous discretionary bonus scheme Flexible benefits allowance Pension scheme Hybrid working arrangement Opportunity to join a respected and expanding national financial planning business This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.
NJR Recruitment
IFA Administrator
NJR Recruitment Grantham, Lincolnshire
IFA Administrator Grantham Up to £30,000 Fully Funded Qualifications Clear Route into Paraplanning Are you looking to build a successful long-term career within Financial Planning? This is an outstanding opportunity to join a well-established and highly respected boutique Financial Planning firm that is committed to investing in its people. Offering fully funded professional qualifications, hands-on technical development, and a clearly defined progression pathway into Paraplanning, this role is ideal for someone eager to take the next step in their career. NJR Recruitment is delighted to be working in partnership with a growing Financial Planning practice based in Grantham. Renowned for delivering bespoke advice to High Net Worth clients, the firm combines professional excellence with a genuinely supportive and close-knit culture where employees are encouraged to develop and thrive. The Opportunity Working alongside experienced Financial Planners and Paraplanners, you will play a key role in supporting the delivery of exceptional client service while gaining valuable exposure to all aspects of the financial planning process. This position offers the perfect platform to build your technical knowledge, develop industry qualifications, and progress into a Paraplanner role within a business that actively supports career advancement. Key Responsibilities " Providing administrative support to Financial Planners and Paraplanners " Processing new business across pensions, investments, and protection products " Preparing client review packs and meeting documentation " Liaising with clients, providers, and third parties " Maintaining accurate client records and back-office systems " Assisting with the end-to-end financial planning process " Developing technical knowledge through structured training and mentoring About You To be successful in this role, you will have: " Previous experience within an IFA, Financial Planning, or Wealth Management environment " Alternatively, strong transferable experience gained within financial services " Excellent organisational skills and a keen eye for detail " Strong communication and relationship-building abilities " A genuine desire to develop a career in Paraplanning " A professional, proactive, and motivated approach What's on Offer? " Competitive salary of up to £30,000 " Fully funded professional qualifications and exams " Clear and supported progression into a Paraplanner position " Exposure to complex and rewarding High Net Worth client work " Ongoing training and professional development " Friendly, supportive, and collaborative team environment " Long-term career opportunities within a growing and successful firm If you're looking for a role where your ambition will be supported and your future development genuinely prioritised, we'd love to hear from you. For more information or to apply, please contact NJR Recruitment quoting reference NJR16920.
Aug 17, 2026
Full time
IFA Administrator Grantham Up to £30,000 Fully Funded Qualifications Clear Route into Paraplanning Are you looking to build a successful long-term career within Financial Planning? This is an outstanding opportunity to join a well-established and highly respected boutique Financial Planning firm that is committed to investing in its people. Offering fully funded professional qualifications, hands-on technical development, and a clearly defined progression pathway into Paraplanning, this role is ideal for someone eager to take the next step in their career. NJR Recruitment is delighted to be working in partnership with a growing Financial Planning practice based in Grantham. Renowned for delivering bespoke advice to High Net Worth clients, the firm combines professional excellence with a genuinely supportive and close-knit culture where employees are encouraged to develop and thrive. The Opportunity Working alongside experienced Financial Planners and Paraplanners, you will play a key role in supporting the delivery of exceptional client service while gaining valuable exposure to all aspects of the financial planning process. This position offers the perfect platform to build your technical knowledge, develop industry qualifications, and progress into a Paraplanner role within a business that actively supports career advancement. Key Responsibilities " Providing administrative support to Financial Planners and Paraplanners " Processing new business across pensions, investments, and protection products " Preparing client review packs and meeting documentation " Liaising with clients, providers, and third parties " Maintaining accurate client records and back-office systems " Assisting with the end-to-end financial planning process " Developing technical knowledge through structured training and mentoring About You To be successful in this role, you will have: " Previous experience within an IFA, Financial Planning, or Wealth Management environment " Alternatively, strong transferable experience gained within financial services " Excellent organisational skills and a keen eye for detail " Strong communication and relationship-building abilities " A genuine desire to develop a career in Paraplanning " A professional, proactive, and motivated approach What's on Offer? " Competitive salary of up to £30,000 " Fully funded professional qualifications and exams " Clear and supported progression into a Paraplanner position " Exposure to complex and rewarding High Net Worth client work " Ongoing training and professional development " Friendly, supportive, and collaborative team environment " Long-term career opportunities within a growing and successful firm If you're looking for a role where your ambition will be supported and your future development genuinely prioritised, we'd love to hear from you. For more information or to apply, please contact NJR Recruitment quoting reference NJR16920.
IDEX CONSULTING LTD
Pensions Administrator - SIPP
IDEX CONSULTING LTD Manchester, Lancashire
We are recruiting two experienced Pension Administrator to join an established SIPP administration team. This is a great opportunity for someone with pensions experience and strong SIPP knowledge who is looking for their next career move.You will manage a varied caseload, working closely with clients, Financial Advisers, investment providers and internal teams to deliver accurate and timely pension administration. Key Responsibilities Day-to-day administration of SIPPs Process PCLS, drawdown and regular/ad-hoc retirement payments Complete retirement, bereavement and pension divorce calculations Arrange investment withdrawals and process income tax via HMRC systems Process death and beneficiary payments Liaise with clients, Advisers and investment providers Track cases through to completion and work within agreed SLAs Support wider SIPP/SSAS administration when required Maintain high standards of quality, compliance and risk management About You SIPP knowledge and administration experience Good understanding of pension rules, drawdown and investments Strong numerical, organisational and attention-to-detail skills Excellent written and verbal communication Confident working with clients and Financial Advisers Proficient in Microsoft Office, particularly Excel The company offers good benefits and hybrid working.For more information please contact Lynn Wilson on or email 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.
Aug 17, 2026
Full time
We are recruiting two experienced Pension Administrator to join an established SIPP administration team. This is a great opportunity for someone with pensions experience and strong SIPP knowledge who is looking for their next career move.You will manage a varied caseload, working closely with clients, Financial Advisers, investment providers and internal teams to deliver accurate and timely pension administration. Key Responsibilities Day-to-day administration of SIPPs Process PCLS, drawdown and regular/ad-hoc retirement payments Complete retirement, bereavement and pension divorce calculations Arrange investment withdrawals and process income tax via HMRC systems Process death and beneficiary payments Liaise with clients, Advisers and investment providers Track cases through to completion and work within agreed SLAs Support wider SIPP/SSAS administration when required Maintain high standards of quality, compliance and risk management About You SIPP knowledge and administration experience Good understanding of pension rules, drawdown and investments Strong numerical, organisational and attention-to-detail skills Excellent written and verbal communication Confident working with clients and Financial Advisers Proficient in Microsoft Office, particularly Excel The company offers good benefits and hybrid working.For more information please contact Lynn Wilson on or email 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.
Commercial Recruitment
Paraplanner
Commercial Recruitment Peterborough, Cambridgeshire
Paraplanner Location: Peterborough Salary: £28k - £40k (DOE) Job Type: Full-time, Permanent Hours: Monday-Friday About the Role We are looking for an experienced and detail-focused Paraplanner to join a growing financial planning team. Working closely with Financial Advisers, you will provide high-quality technical and administrative support throughout the advice process. You will play an important role in preparing client recommendations, researching financial products, producing suitability reports and ensuring all documentation is accurate, compliant and delivered within agreed timescales. This is an excellent opportunity for a Paraplanner who wants to develop their technical knowledge and build a long-term career within a professional financial planning environment. Key Responsibilities Supporting Financial Advisers throughout the client advice process Preparing suitability reports, recommendation letters and other client documentation Conducting research into investments, pensions, protection and other financial products Obtaining and analysing information from providers Preparing cash-flow forecasts and financial planning analysis where required Preparing client meeting packs and supporting advisers with meeting preparation Processing new business and maintaining accurate client records Liaising with product providers, platforms and other third parties Ensuring advice documentation meets regulatory and compliance requirements Monitoring outstanding actions and ensuring deadlines are met Supporting the team with ongoing client reviews and changes to existing arrangements Maintaining a high level of accuracy and attention to detail at all times About You We are looking for someone who is: Experienced within a Paraplanner, Financial Planning Administrator or similar role Ideally experienced within an IFA or financial planning environment Comfortable working with pensions, investments, protection and other financial planning products Highly organised with excellent attention to detail Confident researching and interpreting technical financial information Able to produce professional, accurate written documentation Comfortable working to deadlines and managing multiple cases simultaneously A strong communicator who can work effectively with advisers, providers and clients Proactive, reliable and keen to develop their technical knowledge Qualifications The CII Level 4 Diploma in Regulated Financial Planning or progress towards this qualification would be highly advantageous. We would also consider candidates with relevant financial services experience who are working towards their professional qualifications. If you're an experienced Paraplanner looking for your next opportunity, we'd love to hear from you. Apply today with your CV to find out more about this exciting opportunity.
Aug 17, 2026
Full time
Paraplanner Location: Peterborough Salary: £28k - £40k (DOE) Job Type: Full-time, Permanent Hours: Monday-Friday About the Role We are looking for an experienced and detail-focused Paraplanner to join a growing financial planning team. Working closely with Financial Advisers, you will provide high-quality technical and administrative support throughout the advice process. You will play an important role in preparing client recommendations, researching financial products, producing suitability reports and ensuring all documentation is accurate, compliant and delivered within agreed timescales. This is an excellent opportunity for a Paraplanner who wants to develop their technical knowledge and build a long-term career within a professional financial planning environment. Key Responsibilities Supporting Financial Advisers throughout the client advice process Preparing suitability reports, recommendation letters and other client documentation Conducting research into investments, pensions, protection and other financial products Obtaining and analysing information from providers Preparing cash-flow forecasts and financial planning analysis where required Preparing client meeting packs and supporting advisers with meeting preparation Processing new business and maintaining accurate client records Liaising with product providers, platforms and other third parties Ensuring advice documentation meets regulatory and compliance requirements Monitoring outstanding actions and ensuring deadlines are met Supporting the team with ongoing client reviews and changes to existing arrangements Maintaining a high level of accuracy and attention to detail at all times About You We are looking for someone who is: Experienced within a Paraplanner, Financial Planning Administrator or similar role Ideally experienced within an IFA or financial planning environment Comfortable working with pensions, investments, protection and other financial planning products Highly organised with excellent attention to detail Confident researching and interpreting technical financial information Able to produce professional, accurate written documentation Comfortable working to deadlines and managing multiple cases simultaneously A strong communicator who can work effectively with advisers, providers and clients Proactive, reliable and keen to develop their technical knowledge Qualifications The CII Level 4 Diploma in Regulated Financial Planning or progress towards this qualification would be highly advantageous. We would also consider candidates with relevant financial services experience who are working towards their professional qualifications. If you're an experienced Paraplanner looking for your next opportunity, we'd love to hear from you. Apply today with your CV to find out more about this exciting opportunity.
Circle Recruitment
Benefits & Pensions Consultant - London
Circle Recruitment
Benefits & Pensions Consultant - London Benefits & Pensions Consultant with experience of UK DC pension regulation and working with third-party providers is required by a global Civil Engineering company. The role can be based out of London or Epsom. Join a leading global organisation and play a key role in delivering pensions and benefits programmes across the UK & Europe. You'll support the management of pension schemes, benefits administration, provider relationships and employee wellbeing initiatives, while gaining exposure to wider Total Rewards projects. Experience required: Excellent understanding of Defined Contribution pensions & benefits, including auto-enrolment, retirement options and governance requirements. UK DC pension regulation and working with third-party providers Experience within pensions, benefits, HR or a related field. Strong communication and stakeholder management skills. Experience with benefits platforms would be advantageous but is not essential. Key Responsibilities: Support the governance and administration of UK & Ireland defined contribution pension arrangements. Manage pension-related activity, provider relationships and benefits platform administration. Work closely with brokers, administrators and internal stakeholders to ensure smooth day-to-day operations. Assist with benefits governance, reporting and compliance activities. Support wider UK & Europe benefits programmes, including health, protection and wellbeing initiatives. Help deliver employee communications, financial wellbeing campaigns and educational events. A fantastic opportunity to develop your expertise within a complex, international environment where you'll have real influence on the employee benefits experience and future benefits strategy. They are looking to pay a starting salary of £60,000 - £70,000, and it would be 2 - 3 days in the office (London or Epsom) If you feel you are suitable, press apply now to send over your CV and application or contact Matthew Recruitment via email, phone or LinkedIn for more information Circle Recruitment is acting as an Employment Agency in relation to this vacancy. Earn yourself a referral bonus if you refer somebody else who fills the role! We also offer an iPad if you refer a new client to us and we recruit for them. Follow us on Facebook - Circle Recruitment , Twitter and LinkedIn - Circle Recruitment.
Aug 17, 2026
Full time
Benefits & Pensions Consultant - London Benefits & Pensions Consultant with experience of UK DC pension regulation and working with third-party providers is required by a global Civil Engineering company. The role can be based out of London or Epsom. Join a leading global organisation and play a key role in delivering pensions and benefits programmes across the UK & Europe. You'll support the management of pension schemes, benefits administration, provider relationships and employee wellbeing initiatives, while gaining exposure to wider Total Rewards projects. Experience required: Excellent understanding of Defined Contribution pensions & benefits, including auto-enrolment, retirement options and governance requirements. UK DC pension regulation and working with third-party providers Experience within pensions, benefits, HR or a related field. Strong communication and stakeholder management skills. Experience with benefits platforms would be advantageous but is not essential. Key Responsibilities: Support the governance and administration of UK & Ireland defined contribution pension arrangements. Manage pension-related activity, provider relationships and benefits platform administration. Work closely with brokers, administrators and internal stakeholders to ensure smooth day-to-day operations. Assist with benefits governance, reporting and compliance activities. Support wider UK & Europe benefits programmes, including health, protection and wellbeing initiatives. Help deliver employee communications, financial wellbeing campaigns and educational events. A fantastic opportunity to develop your expertise within a complex, international environment where you'll have real influence on the employee benefits experience and future benefits strategy. They are looking to pay a starting salary of £60,000 - £70,000, and it would be 2 - 3 days in the office (London or Epsom) If you feel you are suitable, press apply now to send over your CV and application or contact Matthew Recruitment via email, phone or LinkedIn for more information Circle Recruitment is acting as an Employment Agency in relation to this vacancy. Earn yourself a referral bonus if you refer somebody else who fills the role! We also offer an iPad if you refer a new client to us and we recruit for them. Follow us on Facebook - Circle Recruitment , Twitter and LinkedIn - Circle Recruitment.
Electus Recruitment Solutions
Benefits and Pensions Consultant
Electus Recruitment Solutions Epsom, Surrey
Benefits and Pensions ConsultantBuild your career in pensions and benefits while contributing to a complex infrastructure and engineering services environment. Join a well-established international organisation working on complex infrastructure and engineering challenges, where you can build your expertise alongside experienced professionals and develop your career within a broad, supportive environment.What you will need Strong understanding of Defined Contribution pensions including auto-enrolment, retirement options and governance requirements. Experience in pensions, benefits, HR or a closely related field. Experience supporting pension operations, administration or benefits programmes in a complex organisation. Strong communication and stakeholder management skills with the ability to explain benefits matters clearly to employees and colleagues. Salary and rewardsUp to £65,000, with hybrid working and genuine scope to develop your pensions and benefits career.Your role Support the delivery and governance of Defined Contribution pension arrangements across the UK and Ireland. Coordinate pension activity across benefits platforms, external providers, brokers and administrators. Manage day-to-day pension operations and help resolve escalated employee queries. Maintain governance documentation, reporting and operational records across pensions and wider benefits. Support health, protection, wellbeing and financial wellbeing programmes including communications and educational activity. Contribute to benefits communications, annual activity and ongoing improvements to the employee benefits experience. Your experience Practical knowledge of Defined Contribution pensions and the wider employee benefits environment. Experience working with pension providers, administrators, brokers or benefits platforms. Ability to manage multiple activities, maintain accurate records and work to key deadlines. Confident communicating with employees, providers and internal stakeholders at different levels. Strong attention to detail with a structured approach to governance and administration. A proactive approach to learning with clear motivation to build further expertise in pensions and benefits. Benefits and balanceThe employer supports you through flexible and hybrid working, flexible leave, health and wellbeing support, professional development and recognition.Where you will be basedThis hybrid role can be based in London or Epsom, with flexibility supported as part of the working arrangement.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.You will be represented by a specialist technical recruiter who will guide you through each stage of the process.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.
Aug 17, 2026
Full time
Benefits and Pensions ConsultantBuild your career in pensions and benefits while contributing to a complex infrastructure and engineering services environment. Join a well-established international organisation working on complex infrastructure and engineering challenges, where you can build your expertise alongside experienced professionals and develop your career within a broad, supportive environment.What you will need Strong understanding of Defined Contribution pensions including auto-enrolment, retirement options and governance requirements. Experience in pensions, benefits, HR or a closely related field. Experience supporting pension operations, administration or benefits programmes in a complex organisation. Strong communication and stakeholder management skills with the ability to explain benefits matters clearly to employees and colleagues. Salary and rewardsUp to £65,000, with hybrid working and genuine scope to develop your pensions and benefits career.Your role Support the delivery and governance of Defined Contribution pension arrangements across the UK and Ireland. Coordinate pension activity across benefits platforms, external providers, brokers and administrators. Manage day-to-day pension operations and help resolve escalated employee queries. Maintain governance documentation, reporting and operational records across pensions and wider benefits. Support health, protection, wellbeing and financial wellbeing programmes including communications and educational activity. Contribute to benefits communications, annual activity and ongoing improvements to the employee benefits experience. Your experience Practical knowledge of Defined Contribution pensions and the wider employee benefits environment. Experience working with pension providers, administrators, brokers or benefits platforms. Ability to manage multiple activities, maintain accurate records and work to key deadlines. Confident communicating with employees, providers and internal stakeholders at different levels. Strong attention to detail with a structured approach to governance and administration. A proactive approach to learning with clear motivation to build further expertise in pensions and benefits. Benefits and balanceThe employer supports you through flexible and hybrid working, flexible leave, health and wellbeing support, professional development and recognition.Where you will be basedThis hybrid role can be based in London or Epsom, with flexibility supported as part of the working arrangement.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.You will be represented by a specialist technical recruiter who will guide you through each stage of the process.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.
mbf.
Financial Planning Administrator - Review Team
mbf. Cheadle, Cheshire
Financial Planning Administrator - Review Team Cheadle, Cheshire Up to £30,000 plus bonus and benefits One day per week from home after three months Job Advert MBF Recruitment is currently working with an established firm of Chartered Financial Planners to recruit a Financial Planning Administrator for its dedicated Review Team in Cheadle. This is different from a traditional IFA administration position. The role focuses on preparing client review reports, gathering information from investment platforms, completing performance analysis and producing cashflow forecasts. It would suit someone with previous Financial Planning, wealth management or IFA experience who enjoys accurate, detailed work and wants to build a long-term career as an administration specialist. The company is not necessarily looking for someone who sees administration as a short-term route into paraplanning or financial advice. Support is available for relevant professional qualifications, but experienced career administrators are equally recognised and valued. The role Your responsibilities will include: Preparing client review reports using Dynamic Planner and Microsoft PowerPoint Gathering valuations, performance data and supporting information from multiple investment platforms Maintaining accurate client records and managing review activity through Intelliflo Office Using FE Analytics to support investment research and performance analysis Producing cashflow forecasts and financial planning scenarios Reviewing client information and highlighting potential planning needs for consideration by the Financial Planners Communicating professionally with clients, colleagues and product providers Ensuring client reports and supporting information are accurate, complete and professionally presented What we are looking for Applicants should have previous experience within Financial Planning, wealth management or an IFA environment, alongside a working understanding of: Pensions ISAs General Investment Accounts Investment bonds Experience using Intelliflo Office is highly desirable. CashCalc and Dynamic Planner experience would also be beneficial, although applicants who have used comparable cashflow planning and risk-profiling software will be considered. Experience of any of the following platforms would be useful: Royal London Quilter Parmenion Aviva Scottish Widows Platform Hubwise Transact Raymond James You should be comfortable gathering information from different sources, working with detailed financial data and producing accurate client-facing documents. Strong organisation, attention to detail and communication skills will be essential. Package Salary up to £30,000, depending on experience Annual bonus scheme 22 days' holiday plus bank holidays Christmas office closure, requiring only two days of annual leave for the full week 5% employer pension contribution after three months Three times salary death in service after three months Group critical illness cover of one times salary after 12 months Financial support for relevant professional qualifications Bonus of up to £100 for each relevant exam passed One day per week working from home after the first three months The role will initially be based in the Cheadle office five days per week for three months.
Aug 17, 2026
Full time
Financial Planning Administrator - Review Team Cheadle, Cheshire Up to £30,000 plus bonus and benefits One day per week from home after three months Job Advert MBF Recruitment is currently working with an established firm of Chartered Financial Planners to recruit a Financial Planning Administrator for its dedicated Review Team in Cheadle. This is different from a traditional IFA administration position. The role focuses on preparing client review reports, gathering information from investment platforms, completing performance analysis and producing cashflow forecasts. It would suit someone with previous Financial Planning, wealth management or IFA experience who enjoys accurate, detailed work and wants to build a long-term career as an administration specialist. The company is not necessarily looking for someone who sees administration as a short-term route into paraplanning or financial advice. Support is available for relevant professional qualifications, but experienced career administrators are equally recognised and valued. The role Your responsibilities will include: Preparing client review reports using Dynamic Planner and Microsoft PowerPoint Gathering valuations, performance data and supporting information from multiple investment platforms Maintaining accurate client records and managing review activity through Intelliflo Office Using FE Analytics to support investment research and performance analysis Producing cashflow forecasts and financial planning scenarios Reviewing client information and highlighting potential planning needs for consideration by the Financial Planners Communicating professionally with clients, colleagues and product providers Ensuring client reports and supporting information are accurate, complete and professionally presented What we are looking for Applicants should have previous experience within Financial Planning, wealth management or an IFA environment, alongside a working understanding of: Pensions ISAs General Investment Accounts Investment bonds Experience using Intelliflo Office is highly desirable. CashCalc and Dynamic Planner experience would also be beneficial, although applicants who have used comparable cashflow planning and risk-profiling software will be considered. Experience of any of the following platforms would be useful: Royal London Quilter Parmenion Aviva Scottish Widows Platform Hubwise Transact Raymond James You should be comfortable gathering information from different sources, working with detailed financial data and producing accurate client-facing documents. Strong organisation, attention to detail and communication skills will be essential. Package Salary up to £30,000, depending on experience Annual bonus scheme 22 days' holiday plus bank holidays Christmas office closure, requiring only two days of annual leave for the full week 5% employer pension contribution after three months Three times salary death in service after three months Group critical illness cover of one times salary after 12 months Financial support for relevant professional qualifications Bonus of up to £100 for each relevant exam passed One day per week working from home after the first three months The role will initially be based in the Cheadle office five days per week for three months.
Search
IFA Administrator
Search Crank, Merseyside
IFA Administrator Location: St Helens (Rainford) Salary: 28,000 - 30,000 (DOE) Contract: Full-Time Permanent Hours: Monday to Friday, 9:00am - 5:00pm Fully Office-Based An excellent opportunity has arisen for an experienced IFA Administrator or Financial Services Administrator to join a busy and professional wealth management environment in St Helens. This role is ideally suited to someone with previous experience supporting Financial Advisers or working within financial services administration who is looking to further develop their career within a client-focused and highly regulated sector. The Role As an IFA Administrator, you will provide comprehensive support to Financial Advisers, ensuring the smooth processing of new business, ongoing client servicing, and compliance with regulatory requirements. You will be responsible for maintaining strong relationships with clients and providers while delivering a high standard of administrative support across pensions, investments, protection and savings products. Key Responsibilities Manage new business applications across pensions, investments, protection and savings products. Liaise with providers, clients and advisers to ensure cases progress efficiently. Process letters of authority, transfers and ongoing servicing requests. Maintain accurate client records and update CRM systems. Prepare client documentation, review packs and correspondence. Arrange client meetings and manage adviser diaries. Support annual reviews and ongoing client service activities. Complete AML and compliance checks, ensuring FCA and GDPR requirements are met. Assist advisers with meeting preparation and administrative follow-up. Monitor workflows and ensure tasks are completed within agreed timescales. About You We are looking for candidates with: Previous experience as an IFA Administrator, or significant experience within Financial Services Administration Knowledge of pensions, investments and protection products Strong organisational and time-management skills Excellent attention to detail and accuracy Experience using CRM systems and Microsoft Office applications Professional communication and client service skills The ability to manage multiple priorities and work to deadlines Desirable Previous experience within an Independent Financial Adviser practice Knowledge of FCA regulations and Consumer Duty requirements Experience using systems such as Intelligent Office, FE Analytics or Defaqto Financial services qualifications, or an interest in working towards CII qualifications What's on Offer? Salary of 28,000 - 30,000 , depending on experience Potential team performance bonus Full-time, permanent position Monday to Friday, 9:00am - 5:00pm Fully office-based in St Helens (Rainford) Opportunity to develop within a supportive and professional financial services environment If you feel like this is the right fit for the next step in your career, I'd love to hear from you. To apply, please contact Jessica Haslam at Search Recruitment. Email: (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.
Aug 17, 2026
Full time
IFA Administrator Location: St Helens (Rainford) Salary: 28,000 - 30,000 (DOE) Contract: Full-Time Permanent Hours: Monday to Friday, 9:00am - 5:00pm Fully Office-Based An excellent opportunity has arisen for an experienced IFA Administrator or Financial Services Administrator to join a busy and professional wealth management environment in St Helens. This role is ideally suited to someone with previous experience supporting Financial Advisers or working within financial services administration who is looking to further develop their career within a client-focused and highly regulated sector. The Role As an IFA Administrator, you will provide comprehensive support to Financial Advisers, ensuring the smooth processing of new business, ongoing client servicing, and compliance with regulatory requirements. You will be responsible for maintaining strong relationships with clients and providers while delivering a high standard of administrative support across pensions, investments, protection and savings products. Key Responsibilities Manage new business applications across pensions, investments, protection and savings products. Liaise with providers, clients and advisers to ensure cases progress efficiently. Process letters of authority, transfers and ongoing servicing requests. Maintain accurate client records and update CRM systems. Prepare client documentation, review packs and correspondence. Arrange client meetings and manage adviser diaries. Support annual reviews and ongoing client service activities. Complete AML and compliance checks, ensuring FCA and GDPR requirements are met. Assist advisers with meeting preparation and administrative follow-up. Monitor workflows and ensure tasks are completed within agreed timescales. About You We are looking for candidates with: Previous experience as an IFA Administrator, or significant experience within Financial Services Administration Knowledge of pensions, investments and protection products Strong organisational and time-management skills Excellent attention to detail and accuracy Experience using CRM systems and Microsoft Office applications Professional communication and client service skills The ability to manage multiple priorities and work to deadlines Desirable Previous experience within an Independent Financial Adviser practice Knowledge of FCA regulations and Consumer Duty requirements Experience using systems such as Intelligent Office, FE Analytics or Defaqto Financial services qualifications, or an interest in working towards CII qualifications What's on Offer? Salary of 28,000 - 30,000 , depending on experience Potential team performance bonus Full-time, permanent position Monday to Friday, 9:00am - 5:00pm Fully office-based in St Helens (Rainford) Opportunity to develop within a supportive and professional financial services environment If you feel like this is the right fit for the next step in your career, I'd love to hear from you. To apply, please contact Jessica Haslam at Search Recruitment. Email: (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.
WEALTHLINK RECRUITMENT LTD
IFA Administrator (Part-Time)
WEALTHLINK RECRUITMENT LTD Malmesbury, Wiltshire
Financial Services Administrator (Part-Time) Location: Malmesbury, Wiltshire Salary: £30,000 - £35,000 pro rata (dependent on experience) Hours: Part-time - 3 days per week (flexible working pattern) Working Arrangement: Office-based initially, with the opportunity for hybrid working (1 day per week from home) following successful completion of probation What's On Offer Competitive salary of £30,000 - £35,000 pro rata depending on experience Flexible part-time working arrangement (3 days per week) Flexibility around working days and hours, with Fridays required Office-based role within a professional financial services environment Hybrid working opportunity following successful completion of probation Opportunity to join an established and successful team Supportive working environment with long-term career stability About You You will be an experienced Financial Services Administrator who takes pride in delivering a high level of service and enjoys being part of a close-knit team. You will be organised, dependable and able to work independently while managing a varied workload. About the Opportunity An established and highly regarded independent financial services firm based in Malmsbury is looking to appoint an experienced Financial Services Administrator to join their professional and friendly team. This is an excellent opportunity for an experienced administrator who is looking for a part-time role within a supportive environment, where they can play a key role in delivering an excellent service to clients and supporting experienced Financial Advisers. The working pattern is flexible, with the successful candidate able to agree suitable days and hours around their requirements; however, availability to work on a Friday will be essential. The Role Working closely with Financial Advisers and the wider support team, you will provide high-quality administrative support across the full client journey. You will be responsible for ensuring client cases are processed efficiently, records are maintained accurately, and clients receive a professional and timely service. The role would suit an experienced Financial Services Administrator who enjoys working within a client-focused environment and has a strong understanding of the requirements of an IFA or wealth management business. Key Responsibilities Providing comprehensive administrative support to Financial Advisers Managing client administration throughout the financial planning process Preparing client documentation, reports and correspondence Processing new business applications and tracking cases through to completion Liaising with pension providers, investment platforms, insurers and other third parties Maintaining accurate client records and updating internal systems Preparing meeting packs and adviser support documentation Supporting ongoing client reviews and servicing requirements Assisting with compliance-related administration and ensuring FCA processes are followed Handling client queries professionally and providing excellent levels of service Skills & Experience Required Previous experience within Financial Services administration is essential Experience working within an IFA, wealth management or financial planning environment Good understanding of pensions, investments, protection and general financial planning processes Strong organisational skills with excellent attention to detail Ability to manage multiple priorities and work to deadlines Confident communicating with clients, providers and colleagues Strong IT skills including Microsoft Office and experience using financial services systems Professional, reliable and client-focused approach
Aug 17, 2026
Full time
Financial Services Administrator (Part-Time) Location: Malmesbury, Wiltshire Salary: £30,000 - £35,000 pro rata (dependent on experience) Hours: Part-time - 3 days per week (flexible working pattern) Working Arrangement: Office-based initially, with the opportunity for hybrid working (1 day per week from home) following successful completion of probation What's On Offer Competitive salary of £30,000 - £35,000 pro rata depending on experience Flexible part-time working arrangement (3 days per week) Flexibility around working days and hours, with Fridays required Office-based role within a professional financial services environment Hybrid working opportunity following successful completion of probation Opportunity to join an established and successful team Supportive working environment with long-term career stability About You You will be an experienced Financial Services Administrator who takes pride in delivering a high level of service and enjoys being part of a close-knit team. You will be organised, dependable and able to work independently while managing a varied workload. About the Opportunity An established and highly regarded independent financial services firm based in Malmsbury is looking to appoint an experienced Financial Services Administrator to join their professional and friendly team. This is an excellent opportunity for an experienced administrator who is looking for a part-time role within a supportive environment, where they can play a key role in delivering an excellent service to clients and supporting experienced Financial Advisers. The working pattern is flexible, with the successful candidate able to agree suitable days and hours around their requirements; however, availability to work on a Friday will be essential. The Role Working closely with Financial Advisers and the wider support team, you will provide high-quality administrative support across the full client journey. You will be responsible for ensuring client cases are processed efficiently, records are maintained accurately, and clients receive a professional and timely service. The role would suit an experienced Financial Services Administrator who enjoys working within a client-focused environment and has a strong understanding of the requirements of an IFA or wealth management business. Key Responsibilities Providing comprehensive administrative support to Financial Advisers Managing client administration throughout the financial planning process Preparing client documentation, reports and correspondence Processing new business applications and tracking cases through to completion Liaising with pension providers, investment platforms, insurers and other third parties Maintaining accurate client records and updating internal systems Preparing meeting packs and adviser support documentation Supporting ongoing client reviews and servicing requirements Assisting with compliance-related administration and ensuring FCA processes are followed Handling client queries professionally and providing excellent levels of service Skills & Experience Required Previous experience within Financial Services administration is essential Experience working within an IFA, wealth management or financial planning environment Good understanding of pensions, investments, protection and general financial planning processes Strong organisational skills with excellent attention to detail Ability to manage multiple priorities and work to deadlines Confident communicating with clients, providers and colleagues Strong IT skills including Microsoft Office and experience using financial services systems Professional, reliable and client-focused approach
Mulberry Recruitment
IFA / New Business Administrator
Mulberry Recruitment Farnborough, Hampshire
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 17, 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)

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