Are you looking to join a dynamic and established financial services company? Do you have good communication and organisation skills? Are you flexible and have a proactive and can-do approach? Juice is delighted to be supporting a reputable professional services company based in Bath, with their search for a Client Service Administrator. You will be providing administration support to the Corporate Financial Planners and assisting the team with day-to-day client administration, whilst delivering excellent service This is a fantastic opportunity to kickstart your commercial career, by joining an organisaiton that offers long-term development. DAY TO DAY: Point of contact for all incoming calls and emails from our clients, product providers, and Corporate Financial Planners. All correspondence coming in and out of the department is to be professional and friendly. Complete data requests in a compliant manner. Make sure CRM records are up to date and managed. Request data from providers as and when required. Produce reports when required. Process new business applications on third-party sites. General office administration duties, including filing, scanning, and dealing with post. WE WOULD LOVE TO SEE: Strong experience using MS Office products. At least 5 A-C GCSE's including Maths and English. Excellent communication skills, both written and verbal. Be highly organised with good attention to detail. Demonstrate being flexible and proactive with your approach. Experience working as an administrator or someone who has a strong desire to work in financial services. Self-motivated and adaptable to change. Experience in producing accurate and timely information. AND FOR YOU: 25 Days holiday plus Bank Holiday. Holiday buy and sell scheme. Life assurance. Group pensions. Private medical care. Income protection. A range of discounts for schemes. Additional volunteering days. Vehicle and tech schemes. Employee recognition schemes. Charity fundraisers and social events. Please apply today to be considered for this fantastic role!
May 18, 2024
Full time
Are you looking to join a dynamic and established financial services company? Do you have good communication and organisation skills? Are you flexible and have a proactive and can-do approach? Juice is delighted to be supporting a reputable professional services company based in Bath, with their search for a Client Service Administrator. You will be providing administration support to the Corporate Financial Planners and assisting the team with day-to-day client administration, whilst delivering excellent service This is a fantastic opportunity to kickstart your commercial career, by joining an organisaiton that offers long-term development. DAY TO DAY: Point of contact for all incoming calls and emails from our clients, product providers, and Corporate Financial Planners. All correspondence coming in and out of the department is to be professional and friendly. Complete data requests in a compliant manner. Make sure CRM records are up to date and managed. Request data from providers as and when required. Produce reports when required. Process new business applications on third-party sites. General office administration duties, including filing, scanning, and dealing with post. WE WOULD LOVE TO SEE: Strong experience using MS Office products. At least 5 A-C GCSE's including Maths and English. Excellent communication skills, both written and verbal. Be highly organised with good attention to detail. Demonstrate being flexible and proactive with your approach. Experience working as an administrator or someone who has a strong desire to work in financial services. Self-motivated and adaptable to change. Experience in producing accurate and timely information. AND FOR YOU: 25 Days holiday plus Bank Holiday. Holiday buy and sell scheme. Life assurance. Group pensions. Private medical care. Income protection. A range of discounts for schemes. Additional volunteering days. Vehicle and tech schemes. Employee recognition schemes. Charity fundraisers and social events. Please apply today to be considered for this fantastic role!
This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial Advisors In your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including: Taking phone calls and handling appropriately Correspo click apply for full job details
May 18, 2024
Full time
This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial Advisors In your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including: Taking phone calls and handling appropriately Correspo click apply for full job details
This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial Advisors In your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including: Taking phone calls and handling appropriately Corresponding with clients via written and verbal Processing new business Preparing client review packs Arranging client meetings and managing the Financial Advisor's diary Maintain accurate client records IFA Administrator Requirements You must have experience as an Administrator within a financial planning firm Experience of using Intelligent Office and Platforms is desirable An understanding of model portfolios and DFMs is desirable The Company This national independent financial planning group has developed over 20 offices across the UK to provide nationwide coverage to clients, on all areas of financial planning. The group has an ethical culture, focused on putting the client at the heart of their actions and a robust compliance approach. IFA Administrator Benefits Salary of £24,000 - £28,000 depending on experience and qualifications Monday to Thursday, 9am - 5pm and Friday, 9am - 4pm 25 days holiday (rising with service) plus bank holidays and birthday off, holiday purchase scheme, life assurance and pension Office based role Locations Marlborough 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.
May 18, 2024
Full time
This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial Advisors In your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including: Taking phone calls and handling appropriately Corresponding with clients via written and verbal Processing new business Preparing client review packs Arranging client meetings and managing the Financial Advisor's diary Maintain accurate client records IFA Administrator Requirements You must have experience as an Administrator within a financial planning firm Experience of using Intelligent Office and Platforms is desirable An understanding of model portfolios and DFMs is desirable The Company This national independent financial planning group has developed over 20 offices across the UK to provide nationwide coverage to clients, on all areas of financial planning. The group has an ethical culture, focused on putting the client at the heart of their actions and a robust compliance approach. IFA Administrator Benefits Salary of £24,000 - £28,000 depending on experience and qualifications Monday to Thursday, 9am - 5pm and Friday, 9am - 4pm 25 days holiday (rising with service) plus bank holidays and birthday off, holiday purchase scheme, life assurance and pension Office based role Locations Marlborough 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.
Financial Planning Administrator - Northallerton Are you looking to develop your Financial Administration skills by joining a Market Leading Wealth Management Company with an established and successful administration team?If the answer is yes, then read on. Tempest Jones have a fantastic vacancy for a Financial Administrator to join a busy Northallerton Office of this national financial planning firm. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties. Hybrid working available. Salary: £26,000 - £32,000 dependant on experience and qualifications. Responsibilities This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including: Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. Back-office support. Due to the nature of the business, the role may also include additional responsibilities considered reasonable. Role Requirements You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. For further details or to apply, please send your CV to . com
May 18, 2024
Full time
Financial Planning Administrator - Northallerton Are you looking to develop your Financial Administration skills by joining a Market Leading Wealth Management Company with an established and successful administration team?If the answer is yes, then read on. Tempest Jones have a fantastic vacancy for a Financial Administrator to join a busy Northallerton Office of this national financial planning firm. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties. Hybrid working available. Salary: £26,000 - £32,000 dependant on experience and qualifications. Responsibilities This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including: Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. Back-office support. Due to the nature of the business, the role may also include additional responsibilities considered reasonable. Role Requirements You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. For further details or to apply, please send your CV to . com
We're growing and want you to be a part of our journey. We are seeking a Senior Pensions Project Administrator to support our pension scheme administration service. This role is specifically intended to support the operational teams in delivering scheme projects alongside business-as-usual operations. You will be supporting the operational teams in the delivery of technical administration projects but will not have any direct client operational/portfolio responsibilities. This role is designed to help us quickly adapt and deliver administration projects without the need to divert resources from existing day-to-day operations. With the support of administrators and team leaders you will be required to simultaneously deliver a number of different technical projects for clients. Organisational skills and the ability to prioritise competing demands are therefore essential. Whilst some knowledge of project management tools is advantageous it is not essential for this role. Previous experience of working on and delivering technical administration projects is our primary requirement. The types of projects you will be asked to work on will include: GMP reconciliation projects; GMP equalisation projects; benefit analysis and rectification work; new scheme implementations; individual technical or high priority cases; scheme events; support and cover for the operational teams when necessary. The work is extremely varied, and you will be supported by an experienced and knowledgeable team. You will be expected to adapt quickly and to spend your time working on a mix of projects prioritised by their commercial and operational importance. Reporting to the project team leader you will be expected to work independently. Whilst the role does not have any direct management responsibilities you will be expected to work alongside the operational teams and manage any resources allocated to you for the delivery of your projects. This could include systems analysts, administrators or third-party suppliers. We are firstly looking for a technical administration specialist rather than someone from a project or client management background. You will be working on a range of projects that will require strong technical skills and a good understanding of pension legislation. You will be expected to deliver projects rather than manage resources and we are therefore looking for someone with experience of delivering administration projects rather than managing projects. Ideally you will have experience in working in a similar role or will have a strong technical background in pensions administration and are looking for a pensions project based role and a new challenge. This role can be based in one of our city centre offices in Croydon, Manchester, Reading, Birmingham, Belfast, Leeds or Glasgow with a hybrid workstyle. Role and Responsibilities Prioritising project and scheme work to ensure delivery in accordance with client Service Level Agreements. Processing scheme events and projects within targets ensuring it complies with internal standards and scheme and legislative rules. Peer reviewing and checking member and scheme events processed by less experienced Administrators to ensure they comply with the scheme rules and legislation. Producing letters, emails and reports based on set templates as well as producing bespoke letters, emails and reports where required. Maintain a culture which reflects Isio's values and puts the member at the heart of all activities. Attendance of Trustee or client meetings. Attending internal and external meetings to provide support and guidance on scheme event and project related administration issues. Keeping up to date with technical and scheme changes. Supporting and covering the operational teams where necessary. Identifying and recording non-core fee events. Liaising with contacts to maintain and build strong client relationships. Key Skills & Experience required: Demonstrable experience of delivering administration services to Defined Benefit pension schemes. Strong technical pensions and legislative knowledge and understanding. Experience of working in a third-party administration environment. Strong MS office skills. Demonstrated Commitment to our Core Purpose Power in Partnership : We work in partnership with our clients & each other - building open and trusted relationships. Working together allows us to deliver the best for our clients. Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society. Strength in Difference : We work with diverse perspectives to find better solutions. Working with differences makes us stronger. People First: We recognise that pensions is a people business. People are the source of Isio's expertise and it is people's lives that we affect through our advice. What we offer you Isio is a people business, and we're committed to helping our great colleagues gain awide variety of experience, significant development opportunities and progression through the business. The variety of work that'll be available to you will enable you to do this. On top, we also offer: Acompetitive remuneration package, including a bonus scheme. A defined contributionpension scheme. Life insurance. Healthcare benefits. Income protection benefits. 25 days annual leave(plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional 'Company' days - a celebration day for your birthday and an extra day over Christmas. Corporate Social Responsibility(CSR)allowance Flexible workingopportunities. Aflexible benefitspackage. Internal development programmes including (technical and non-technical) training support and mentor programmes. Where required study support including study days, materials and exam entry support. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
May 17, 2024
Full time
We're growing and want you to be a part of our journey. We are seeking a Senior Pensions Project Administrator to support our pension scheme administration service. This role is specifically intended to support the operational teams in delivering scheme projects alongside business-as-usual operations. You will be supporting the operational teams in the delivery of technical administration projects but will not have any direct client operational/portfolio responsibilities. This role is designed to help us quickly adapt and deliver administration projects without the need to divert resources from existing day-to-day operations. With the support of administrators and team leaders you will be required to simultaneously deliver a number of different technical projects for clients. Organisational skills and the ability to prioritise competing demands are therefore essential. Whilst some knowledge of project management tools is advantageous it is not essential for this role. Previous experience of working on and delivering technical administration projects is our primary requirement. The types of projects you will be asked to work on will include: GMP reconciliation projects; GMP equalisation projects; benefit analysis and rectification work; new scheme implementations; individual technical or high priority cases; scheme events; support and cover for the operational teams when necessary. The work is extremely varied, and you will be supported by an experienced and knowledgeable team. You will be expected to adapt quickly and to spend your time working on a mix of projects prioritised by their commercial and operational importance. Reporting to the project team leader you will be expected to work independently. Whilst the role does not have any direct management responsibilities you will be expected to work alongside the operational teams and manage any resources allocated to you for the delivery of your projects. This could include systems analysts, administrators or third-party suppliers. We are firstly looking for a technical administration specialist rather than someone from a project or client management background. You will be working on a range of projects that will require strong technical skills and a good understanding of pension legislation. You will be expected to deliver projects rather than manage resources and we are therefore looking for someone with experience of delivering administration projects rather than managing projects. Ideally you will have experience in working in a similar role or will have a strong technical background in pensions administration and are looking for a pensions project based role and a new challenge. This role can be based in one of our city centre offices in Croydon, Manchester, Reading, Birmingham, Belfast, Leeds or Glasgow with a hybrid workstyle. Role and Responsibilities Prioritising project and scheme work to ensure delivery in accordance with client Service Level Agreements. Processing scheme events and projects within targets ensuring it complies with internal standards and scheme and legislative rules. Peer reviewing and checking member and scheme events processed by less experienced Administrators to ensure they comply with the scheme rules and legislation. Producing letters, emails and reports based on set templates as well as producing bespoke letters, emails and reports where required. Maintain a culture which reflects Isio's values and puts the member at the heart of all activities. Attendance of Trustee or client meetings. Attending internal and external meetings to provide support and guidance on scheme event and project related administration issues. Keeping up to date with technical and scheme changes. Supporting and covering the operational teams where necessary. Identifying and recording non-core fee events. Liaising with contacts to maintain and build strong client relationships. Key Skills & Experience required: Demonstrable experience of delivering administration services to Defined Benefit pension schemes. Strong technical pensions and legislative knowledge and understanding. Experience of working in a third-party administration environment. Strong MS office skills. Demonstrated Commitment to our Core Purpose Power in Partnership : We work in partnership with our clients & each other - building open and trusted relationships. Working together allows us to deliver the best for our clients. Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society. Strength in Difference : We work with diverse perspectives to find better solutions. Working with differences makes us stronger. People First: We recognise that pensions is a people business. People are the source of Isio's expertise and it is people's lives that we affect through our advice. What we offer you Isio is a people business, and we're committed to helping our great colleagues gain awide variety of experience, significant development opportunities and progression through the business. The variety of work that'll be available to you will enable you to do this. On top, we also offer: Acompetitive remuneration package, including a bonus scheme. A defined contributionpension scheme. Life insurance. Healthcare benefits. Income protection benefits. 25 days annual leave(plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional 'Company' days - a celebration day for your birthday and an extra day over Christmas. Corporate Social Responsibility(CSR)allowance Flexible workingopportunities. Aflexible benefitspackage. Internal development programmes including (technical and non-technical) training support and mentor programmes. Where required study support including study days, materials and exam entry support. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
Senior Pensions Administrator Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a SeniorPensions Administrator. This position is a permanent and the client is looking for an ambitious individual with a progressive attitude click apply for full job details
May 17, 2024
Full time
Senior Pensions Administrator Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a SeniorPensions Administrator. This position is a permanent and the client is looking for an ambitious individual with a progressive attitude click apply for full job details
A leading Financial Services company based in Leeds is seeking a Pensions Administrator, paying between 22,000 to 25,000 plus an extensive benefits package, to join one of the larger and rapidly growing teams. This will be working on a 1 year fixed term contract, but there could be opportunity for extension or development further down the line. Working on a hybrid basis, 3 days in the office 2 days at home. The role will be dedicated to processing and supporting the firms clients through the pension process, processing applications in a smooth and seamless manner as well as providing high quality customer service. This is a really great opportunity for entry level candidate who is looking to enter in the world of investment and financial services. The position will include the following: Accurate data entry and CRM system management Dealing with client enquiries Calculation of client pensions benefits Checking documents and compliance Project work with other teams The ideal candidate will come from an office support background and will be looking to kick-start a career within financial services, all backgrounds will be considered. You will have a can-do attitude, looking to get stuck into any duty presented to you. A real eye for detail as well as process driven, due to the nature of the role. If you are looking for your next role in a company that will support your development into the financial services industry, then please do apply! Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
May 17, 2024
Full time
A leading Financial Services company based in Leeds is seeking a Pensions Administrator, paying between 22,000 to 25,000 plus an extensive benefits package, to join one of the larger and rapidly growing teams. This will be working on a 1 year fixed term contract, but there could be opportunity for extension or development further down the line. Working on a hybrid basis, 3 days in the office 2 days at home. The role will be dedicated to processing and supporting the firms clients through the pension process, processing applications in a smooth and seamless manner as well as providing high quality customer service. This is a really great opportunity for entry level candidate who is looking to enter in the world of investment and financial services. The position will include the following: Accurate data entry and CRM system management Dealing with client enquiries Calculation of client pensions benefits Checking documents and compliance Project work with other teams The ideal candidate will come from an office support background and will be looking to kick-start a career within financial services, all backgrounds will be considered. You will have a can-do attitude, looking to get stuck into any duty presented to you. A real eye for detail as well as process driven, due to the nature of the role. If you are looking for your next role in a company that will support your development into the financial services industry, then please do apply! Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Short term Contract role - Pensions Support Administrator! Up to 40,000pa FTE Wimbledon Join our client's dynamic and forward-thinking team as a Pensions Support FTC! They are an independent supplier of pensions secretariat and trusteeship services, specialising in pensions, employee benefits, HR, and strategic consulting. With a commitment to providing common-sense solutions to HR challenges, our client advises employers and boards of trustees of occupational pension schemes and communicates with scheme members. They are seeking an enthusiastic and self-motivated individual to join their team in delivering secretariat services for new and ongoing occupational pension schemes. As a Pensions Support consultant, you will provide needs-based consulting support to a portfolio of clients, responding to queries, providing regular reporting, and updating them with accurate information. You will also be responsible for managing meeting arrangements, drafting agendas, collating papers, and issuing meeting packs. To excel in this role, you should possess good written skills with a high attention to detail. You'll need to manage conflicting priorities, workload demands, and meet deadlines, using your own initiative. Being proficient in Microsoft Office, particularly Outlook, Word, and Excel, is essential. With 1-5 years' experience in the pensions sector, you will bring your knowledge of defined benefit occupational pension schemes to contribute to the team's success. As part of their team, you will have the flexibility to work at least 2 days per week in our client's Wimbledon office and around 3 days per week from home. It is important to demonstrate an enthusiastic and self-motivated approach to deliver high-quality services to clients. You should possess strong interpersonal skills, manage conflicting situations with diplomacy, and be able to handle ambiguity effectively. Our client values accountability, mutual trust, and respect, and they expect their team members to embody these cultural values. If you are ready to make a positive impact in the pensions sector, working with a supportive and collaborative team, then this is the opportunity for you! Don't miss out on the chance to join our client's exciting journey in providing exceptional pensions secretariat services. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
May 17, 2024
Contractor
Short term Contract role - Pensions Support Administrator! Up to 40,000pa FTE Wimbledon Join our client's dynamic and forward-thinking team as a Pensions Support FTC! They are an independent supplier of pensions secretariat and trusteeship services, specialising in pensions, employee benefits, HR, and strategic consulting. With a commitment to providing common-sense solutions to HR challenges, our client advises employers and boards of trustees of occupational pension schemes and communicates with scheme members. They are seeking an enthusiastic and self-motivated individual to join their team in delivering secretariat services for new and ongoing occupational pension schemes. As a Pensions Support consultant, you will provide needs-based consulting support to a portfolio of clients, responding to queries, providing regular reporting, and updating them with accurate information. You will also be responsible for managing meeting arrangements, drafting agendas, collating papers, and issuing meeting packs. To excel in this role, you should possess good written skills with a high attention to detail. You'll need to manage conflicting priorities, workload demands, and meet deadlines, using your own initiative. Being proficient in Microsoft Office, particularly Outlook, Word, and Excel, is essential. With 1-5 years' experience in the pensions sector, you will bring your knowledge of defined benefit occupational pension schemes to contribute to the team's success. As part of their team, you will have the flexibility to work at least 2 days per week in our client's Wimbledon office and around 3 days per week from home. It is important to demonstrate an enthusiastic and self-motivated approach to deliver high-quality services to clients. You should possess strong interpersonal skills, manage conflicting situations with diplomacy, and be able to handle ambiguity effectively. Our client values accountability, mutual trust, and respect, and they expect their team members to embody these cultural values. If you are ready to make a positive impact in the pensions sector, working with a supportive and collaborative team, then this is the opportunity for you! Don't miss out on the chance to join our client's exciting journey in providing exceptional pensions secretariat services. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Huddersfield office. This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team. You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection. What's in it for you: Competitive Salary: Dependent to your experience and qualifications Office Location: Positioned in the heart of Huddersfield Career Enhancement: Opportunities for continuous professional development Benefits: 25 days holiday (rising with service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare, and Extras Discount shopping discounts Key Responsibilities: Efficiently process new business and prepare client review packs Manage client correspondence with high professionalism Arrange and schedule client meetings, managing advisers' diaries effectively Handle illustration requests and maintain accurate client records Provide exceptional back-office support and ensure compliance with firm procedures Tackle varied administrative tasks as needed, contributing to the team's success Skills and Experience Required: Prior experience in a Financial Planning or Wealth Management firm Proficient in IT and Microsoft Office software, especially Teams, Outlook, Word, and Excel Excellent communication skills, capable of maintaining professional client relationships Strong organizational skills with an ability to prioritise effectively Detail-oriented with a knack for problem-solving and adaptability to change Team-oriented with a positive outlook and proactive approach Apply Now If you are driven, detail-oriented, and ready to advance your career in Wealth Management, apply today to this team in Huddersfield. Job Title: Financial Services Administrator Location: Huddersfield Salary: £24-28k REF: 9050
May 16, 2024
Full time
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Huddersfield office. This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team. You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection. What's in it for you: Competitive Salary: Dependent to your experience and qualifications Office Location: Positioned in the heart of Huddersfield Career Enhancement: Opportunities for continuous professional development Benefits: 25 days holiday (rising with service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare, and Extras Discount shopping discounts Key Responsibilities: Efficiently process new business and prepare client review packs Manage client correspondence with high professionalism Arrange and schedule client meetings, managing advisers' diaries effectively Handle illustration requests and maintain accurate client records Provide exceptional back-office support and ensure compliance with firm procedures Tackle varied administrative tasks as needed, contributing to the team's success Skills and Experience Required: Prior experience in a Financial Planning or Wealth Management firm Proficient in IT and Microsoft Office software, especially Teams, Outlook, Word, and Excel Excellent communication skills, capable of maintaining professional client relationships Strong organizational skills with an ability to prioritise effectively Detail-oriented with a knack for problem-solving and adaptability to change Team-oriented with a positive outlook and proactive approach Apply Now If you are driven, detail-oriented, and ready to advance your career in Wealth Management, apply today to this team in Huddersfield. Job Title: Financial Services Administrator Location: Huddersfield Salary: £24-28k REF: 9050
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Marlborough office. This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team. You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection. What's in it for you: Competitive Salary: Dependent to your experience and qualifications Office Location: Positioned in the heart of Marlborough Career Enhancement: Opportunities for continuous professional development Benefits: 25 days holiday (rising with service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare, and Extras Discount shopping discounts Key Responsibilities: Efficiently process new business and prepare client review packs Manage client correspondence with high professionalism Arrange and schedule client meetings, managing advisers' diaries effectively Handle illustration requests and maintain accurate client records Provide exceptional back-office support and ensure compliance with firm procedures Tackle varied administrative tasks as needed, contributing to the team's success Skills and Experience Required: Prior experience in a Financial Planning or Wealth Management firm Proficient in IT and Microsoft Office software, especially Teams, Outlook, Word, and Excel Excellent communication skills, capable of maintaining professional client relationships Strong organizational skills with an ability to prioritise effectively Detail-oriented with a knack for problem-solving and adaptability to change Team-oriented with a positive outlook and proactive approach Apply Now If you are driven, detail-oriented, and ready to advance your career in Wealth Management, apply today to this team in Marlborough. Job Title: Financial Services Administrator Location: Marlborough Salary: £24-28k REF: 9050
May 16, 2024
Full time
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Marlborough office. This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team. You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection. What's in it for you: Competitive Salary: Dependent to your experience and qualifications Office Location: Positioned in the heart of Marlborough Career Enhancement: Opportunities for continuous professional development Benefits: 25 days holiday (rising with service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare, and Extras Discount shopping discounts Key Responsibilities: Efficiently process new business and prepare client review packs Manage client correspondence with high professionalism Arrange and schedule client meetings, managing advisers' diaries effectively Handle illustration requests and maintain accurate client records Provide exceptional back-office support and ensure compliance with firm procedures Tackle varied administrative tasks as needed, contributing to the team's success Skills and Experience Required: Prior experience in a Financial Planning or Wealth Management firm Proficient in IT and Microsoft Office software, especially Teams, Outlook, Word, and Excel Excellent communication skills, capable of maintaining professional client relationships Strong organizational skills with an ability to prioritise effectively Detail-oriented with a knack for problem-solving and adaptability to change Team-oriented with a positive outlook and proactive approach Apply Now If you are driven, detail-oriented, and ready to advance your career in Wealth Management, apply today to this team in Marlborough. Job Title: Financial Services Administrator Location: Marlborough Salary: £24-28k REF: 9050
Recruit UK are working on an excellent opportunity for a Financial Services Administrator / Audio Typist in Newcastle to join a well-established UK Financial Advice firm. This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing over 250 staff, including over 80 highly qualified advisers. It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers. This role has varied duties encompassing Financial Services administration and audio typing support to the business. What's in it for you: Competitive Salary: £24k - £28k, dependent on experience Office Location: Join our friendly team in the Newcastle offices Professional Growth: Opportunities for career progression and study support Holidays: 25 days holiday, plus Bank Holidays, increasing with service Additional Benefits: Life Assurance, Pension, and Holiday Purchase Scheme Key Responsibilities: Provide administrative support throughout the financial planning client admin journey. Audio typing to a high degree of speed and accuracy Manage client data correctly on internal CRMs Handling client queries Reception cover Back office support Skills and Experience Required: Experience in supporting Financial Advisers highly desirable Confident Audio typist Excellent communication skills, both written and verbal Strong organisational skills with the ability to manage multiple tasks efficiently Proficient in IT and Microsoft Office software packages, including Teams, Outlook, Word, Excel,PowerPoint A proactive approach to problem-solving and excellent attention to detail As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established UK Financial Advice firm in Newcastle on an Administrator role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Job Title: Financial Services Administrator Industry: Financial Services Location: Newcastle Salary: £24,000 - £28,000 Job Ref: 9054
May 16, 2024
Full time
Recruit UK are working on an excellent opportunity for a Financial Services Administrator / Audio Typist in Newcastle to join a well-established UK Financial Advice firm. This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing over 250 staff, including over 80 highly qualified advisers. It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers. This role has varied duties encompassing Financial Services administration and audio typing support to the business. What's in it for you: Competitive Salary: £24k - £28k, dependent on experience Office Location: Join our friendly team in the Newcastle offices Professional Growth: Opportunities for career progression and study support Holidays: 25 days holiday, plus Bank Holidays, increasing with service Additional Benefits: Life Assurance, Pension, and Holiday Purchase Scheme Key Responsibilities: Provide administrative support throughout the financial planning client admin journey. Audio typing to a high degree of speed and accuracy Manage client data correctly on internal CRMs Handling client queries Reception cover Back office support Skills and Experience Required: Experience in supporting Financial Advisers highly desirable Confident Audio typist Excellent communication skills, both written and verbal Strong organisational skills with the ability to manage multiple tasks efficiently Proficient in IT and Microsoft Office software packages, including Teams, Outlook, Word, Excel,PowerPoint A proactive approach to problem-solving and excellent attention to detail As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established UK Financial Advice firm in Newcastle on an Administrator role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Job Title: Financial Services Administrator Industry: Financial Services Location: Newcastle Salary: £24,000 - £28,000 Job Ref: 9054
Amour Recruitment is working in partnership with a great company who due to continued growth is recruiting for a Pensions Administrator to join their team. If you enjoy data entry, number crunching and working with a high level of accuracy, then this is the role for you Key responsibilities: Onboarding of new pensions accounts Vetting of applications and following up in the event of missing information/discrepancies. Processing of applications Document checking. Requirements: Previous Data Entry/Admin experience is vital Experience working with financial data Great attention to detail Strong working experience with the Microsoft Office including Excel Hours: 09:00 - 17:30 Monday to Friday Salary: 24,000 - 26,000 (depending on experience) If you're an experienced administrator, we would love to hear from you! Please click to apply and the Amour Recruitment team will be in touch!
May 16, 2024
Full time
Amour Recruitment is working in partnership with a great company who due to continued growth is recruiting for a Pensions Administrator to join their team. If you enjoy data entry, number crunching and working with a high level of accuracy, then this is the role for you Key responsibilities: Onboarding of new pensions accounts Vetting of applications and following up in the event of missing information/discrepancies. Processing of applications Document checking. Requirements: Previous Data Entry/Admin experience is vital Experience working with financial data Great attention to detail Strong working experience with the Microsoft Office including Excel Hours: 09:00 - 17:30 Monday to Friday Salary: 24,000 - 26,000 (depending on experience) If you're an experienced administrator, we would love to hear from you! Please click to apply and the Amour Recruitment team will be in touch!
REMOTE WORKING CONSIDERED. Great new opportunity for Pensions Administrators with SIPP experience offering opportunities to work on a remote basis for those with relevant experience for a leading pensions software & services provider to the Financial Services sector. Due to rapid growth additional Pensions Administrators are required to join an expanding team to help service outsourced clients to the highest standards. In this role you will work alongside other members of the outsourcing team to deliver an excellent outcome to clients, their advisers and end investors. The Role Working in a busy and varied role the successful candidate will be joining a small but growing team and assisting with the daily administration processes. As part of the role, you will carry out and validate the following activities for pension administration services: Adhering to best practice procedures in all aspects of pensions administration related tasks as defined by the Company Pension establishment, setting up member records and issuing welcome information Contribution processing Processing and calculating pension benefits Payment of benefits using payroll systems and monitoring ongoing pension benefit cases Bank reconciliation and payment processing Death benefit calculations Transfers in and out both as cash and in specie Annual Statements Participating in annual projects such as tax code uplifts, regulatory reporting, residency tax status updates Taking responsibility for ad-hoc projects and exercises. Monitoring on going procedural developments and implementing changes to procedures where required. Developing a relationship with the client and an understanding of their working practices Skills, abilities, and personal qualities Calm and positive under pressure and happy to take the lead in challenging times Sharing knowledge with colleagues Self-motivated approach to professional and personal development Willingness to learn Enthusiastic, positive, and flexible approach to work Excellent customer service skills Able to organise workloads, prioritise and meet deadlines Strong communication skills, both written and verbal Proficient IT skills Strong team player with excellent attention to detail Able to work alone as well as within a team Able to think logically and hold good problem-solving skills An active listener and able to follow through on the instructions given Pension qualifications are advantageous
May 16, 2024
Full time
REMOTE WORKING CONSIDERED. Great new opportunity for Pensions Administrators with SIPP experience offering opportunities to work on a remote basis for those with relevant experience for a leading pensions software & services provider to the Financial Services sector. Due to rapid growth additional Pensions Administrators are required to join an expanding team to help service outsourced clients to the highest standards. In this role you will work alongside other members of the outsourcing team to deliver an excellent outcome to clients, their advisers and end investors. The Role Working in a busy and varied role the successful candidate will be joining a small but growing team and assisting with the daily administration processes. As part of the role, you will carry out and validate the following activities for pension administration services: Adhering to best practice procedures in all aspects of pensions administration related tasks as defined by the Company Pension establishment, setting up member records and issuing welcome information Contribution processing Processing and calculating pension benefits Payment of benefits using payroll systems and monitoring ongoing pension benefit cases Bank reconciliation and payment processing Death benefit calculations Transfers in and out both as cash and in specie Annual Statements Participating in annual projects such as tax code uplifts, regulatory reporting, residency tax status updates Taking responsibility for ad-hoc projects and exercises. Monitoring on going procedural developments and implementing changes to procedures where required. Developing a relationship with the client and an understanding of their working practices Skills, abilities, and personal qualities Calm and positive under pressure and happy to take the lead in challenging times Sharing knowledge with colleagues Self-motivated approach to professional and personal development Willingness to learn Enthusiastic, positive, and flexible approach to work Excellent customer service skills Able to organise workloads, prioritise and meet deadlines Strong communication skills, both written and verbal Proficient IT skills Strong team player with excellent attention to detail Able to work alone as well as within a team Able to think logically and hold good problem-solving skills An active listener and able to follow through on the instructions given Pension qualifications are advantageous
Administrator - Financial Services (Employee benefits - Risk, Healthcare and Pensions) Job Type: Permanent Salary: £23,000 - £25,000 Hours: 35 hours Mon-Fri Location: Ellesmere Port This is a great opportunity to join a an established and growing international financial services company, providing a wide range of financial services in the UK and abroad who s focus is on delivering exceptional service to their clients. This is an exciting opportunity to join the Employee Benefits Division team. I am looking for individuals with either existing employee benefits/group schemes experience or demonstrable transferable skills from administrative roles within financial services. This role will give you the opportunity of working within a forward-thinking and growing international financial services Company where you are not just a number but a valued and respected member of our close team. As The Administrator you will: Maintain client records and our internal system Process new business applications, joiners/ leavers / changes Liaise with insurers and internal stakeholders Process policy renewals Check and process renewal data Check quotes Issue membership documents Check and issue annual renewal accounts Answer client queries and provide an excellent customer experience Prepare reports for Senior stakeholders This role will see you working in the administration team, alongside the team Manager, Consultants and Division Directors. Experience and Skills Required for this role: Ideally you will have experience of working in Employee Benefits and will have knowledge of products such as Private Healthcare, Group Risk (Life, Income Protection and Critical Illness), Private Dental, Cash plans and Group Pensions (all or some experience in these benefits would be beneficial). Passionate about service and providing a great customer experience Excellent telephone skills and experience speaking with client and / or insurers and providers Excellent communication and interpersonal skills Self-Motivated and uses initiative Organised and Methodical with an eye for detail Excellent written English skills and fully competent at Microsoft Word and Excel Ability to think on your feet and problem solve we encourage you to be an active part of our team and will listen to your thoughts and feedback in our daily team meetings. Experience in a past paced team. Benefits: Annual Leave starting at 25 days per year (plus Statutory Bank Holidays) A day off on your Birthday! Flexible Working options to support a work/life balance Staff Profit Share Scheme We want you to benefit from the company s success! A monetary bonus after 5, 10, 15 and 20 years service We want your loyalty to be recognised! Company Pension Life Assurance / Death in Service Scheme Income Protection Scheme Wellbeing Support Services including EAP (Employee Assistance Programme), Virtual GP and counselling options Supportive approach to Learning and Development opportunities with funding provided towards qualifications to help you thrive in your role Free car parking Departmental and Company Social Events Recruit a Friend Bonus Scheme' This vacancy is being handled by Aspire Recruitment. Please be aware we receive a high volume of applications and regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Should you apply for this role, we will process your data as detailed in our Privacy Policy and by applying for this opportunity I agree that Aspire Recruitment will keep me informed about potential employment opportunities regularly and that I can choose to opt out of receiving information at any time.
May 16, 2024
Full time
Administrator - Financial Services (Employee benefits - Risk, Healthcare and Pensions) Job Type: Permanent Salary: £23,000 - £25,000 Hours: 35 hours Mon-Fri Location: Ellesmere Port This is a great opportunity to join a an established and growing international financial services company, providing a wide range of financial services in the UK and abroad who s focus is on delivering exceptional service to their clients. This is an exciting opportunity to join the Employee Benefits Division team. I am looking for individuals with either existing employee benefits/group schemes experience or demonstrable transferable skills from administrative roles within financial services. This role will give you the opportunity of working within a forward-thinking and growing international financial services Company where you are not just a number but a valued and respected member of our close team. As The Administrator you will: Maintain client records and our internal system Process new business applications, joiners/ leavers / changes Liaise with insurers and internal stakeholders Process policy renewals Check and process renewal data Check quotes Issue membership documents Check and issue annual renewal accounts Answer client queries and provide an excellent customer experience Prepare reports for Senior stakeholders This role will see you working in the administration team, alongside the team Manager, Consultants and Division Directors. Experience and Skills Required for this role: Ideally you will have experience of working in Employee Benefits and will have knowledge of products such as Private Healthcare, Group Risk (Life, Income Protection and Critical Illness), Private Dental, Cash plans and Group Pensions (all or some experience in these benefits would be beneficial). Passionate about service and providing a great customer experience Excellent telephone skills and experience speaking with client and / or insurers and providers Excellent communication and interpersonal skills Self-Motivated and uses initiative Organised and Methodical with an eye for detail Excellent written English skills and fully competent at Microsoft Word and Excel Ability to think on your feet and problem solve we encourage you to be an active part of our team and will listen to your thoughts and feedback in our daily team meetings. Experience in a past paced team. Benefits: Annual Leave starting at 25 days per year (plus Statutory Bank Holidays) A day off on your Birthday! Flexible Working options to support a work/life balance Staff Profit Share Scheme We want you to benefit from the company s success! A monetary bonus after 5, 10, 15 and 20 years service We want your loyalty to be recognised! Company Pension Life Assurance / Death in Service Scheme Income Protection Scheme Wellbeing Support Services including EAP (Employee Assistance Programme), Virtual GP and counselling options Supportive approach to Learning and Development opportunities with funding provided towards qualifications to help you thrive in your role Free car parking Departmental and Company Social Events Recruit a Friend Bonus Scheme' This vacancy is being handled by Aspire Recruitment. Please be aware we receive a high volume of applications and regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Should you apply for this role, we will process your data as detailed in our Privacy Policy and by applying for this opportunity I agree that Aspire Recruitment will keep me informed about potential employment opportunities regularly and that I can choose to opt out of receiving information at any time.
Principal Pensions Administrator Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a Principal Pensions Administrator. This position is a permanent and the client is looking for ambitious individuals with a progressive attitude. Hours of work: Monday to Friday, 9am-5pm click apply for full job details
May 16, 2024
Full time
Principal Pensions Administrator Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a Principal Pensions Administrator. This position is a permanent and the client is looking for ambitious individuals with a progressive attitude. Hours of work: Monday to Friday, 9am-5pm click apply for full job details
Title: Payroll Administrator Location: Gloucester Salary: £26,500 Are you looking for a Payroll Administrator opportunity that offers you hybrid working, and brilliant staff benefits, fantastic career progression opportunities for a competitive salary of £26,500? Key Responsibilities: processing end to end payroll for employees across the business. Processing all HMRC payments. Process the company s pensions, starters, leavers, SMP, SSP, SAP and SPP. Process expenses. Support Payroll Advisors. Technical Skills Required: 1 years + experience processing payroll. Experience using Sage (desirable). Team player. Detail-oriented and organised. Ability to work under pressure and meet strict deadlines. Could this be you? Contact Liam - Email: (url removed) Phone: (phone number removed) JGA Recruitment Group Ltd ("We") are committed to equality of opportunity for all applications regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. We strongly encourage suitably qualified applicants from a wide range of backgrounds to apply. We are also committed to protecting and respecting your privacy. We are a specialist payroll, HR & Reward recruitment agency and recruitment business as defined in the Employment Agencies and Employment Businesses Regulations 2003 (our business). These statements together with our privacy notices set out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.
May 16, 2024
Full time
Title: Payroll Administrator Location: Gloucester Salary: £26,500 Are you looking for a Payroll Administrator opportunity that offers you hybrid working, and brilliant staff benefits, fantastic career progression opportunities for a competitive salary of £26,500? Key Responsibilities: processing end to end payroll for employees across the business. Processing all HMRC payments. Process the company s pensions, starters, leavers, SMP, SSP, SAP and SPP. Process expenses. Support Payroll Advisors. Technical Skills Required: 1 years + experience processing payroll. Experience using Sage (desirable). Team player. Detail-oriented and organised. Ability to work under pressure and meet strict deadlines. Could this be you? Contact Liam - Email: (url removed) Phone: (phone number removed) JGA Recruitment Group Ltd ("We") are committed to equality of opportunity for all applications regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. We strongly encourage suitably qualified applicants from a wide range of backgrounds to apply. We are also committed to protecting and respecting your privacy. We are a specialist payroll, HR & Reward recruitment agency and recruitment business as defined in the Employment Agencies and Employment Businesses Regulations 2003 (our business). These statements together with our privacy notices set out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.
Our client, a leading media organisation, are looking for an experienced Senior Payroll Administrator. You will be working in their shared service centre based in Leicester city centre working across their group of publications. The successful candidate will report into the Payroll Manager and will be reviewing and processing salaries and across multiple payrolls, whilst also supporting the Payroll Administrators. What you can expect: Up to 32,000 Working hours are Monday to Friday 9.00am - 5.30pm (1-hour lunch) This position will be office based through the initial training period and will then move into a hybrid role 25 days' holiday (increasing by 1 per year up to a total of 30) Upon joining you will be automatically enrolled onto the Pension Plan at the minimum level of 5% employee, 3% company contribution Life cover under the Pension Plan 4x your basic salary Discounts on online shopping, vouchers and reloadable cards Employee Assistance Programme Discounted dining cards Duties and responsibilities: Processing of amendments on the iTrent payroll system prior to the payroll deadline Inform relevant stakeholders of any known missing data and ensure that this data is complete on Workday and received in iTrent prior to the payroll deadline Review the errors, exceptions and elements reports and reconcile to final payroll Update the system for all leave types ensuring pay is accurately calculated Ensure pension deductions are processed accurately and in line with Auto-enrolment and Pensions Salary Sacrifice/Exchange procedures Ensure all documentation for new starters and leavers is entered onto the payroll system Distribution of P45's, statement of earnings and other documentation as required Assist with the BACS report, payroll summaries, final analysis and reconciliations Responding to queries from the Payroll Admin inbox Payroll reconciliations Assist in the preparation and issuing of P60's to employees and provide details to the Inland Revenue by the required deadline Assist other members of the team when necessary, including the weekly payroll, internal and external audits Generate and analyse payroll reports to support financial and management reporting Skills and experience required: Previous experience of working within multi-site group structures desirable End to end payroll experience essential Experience of working in a busy payroll function where priorities can change to adapt to business needs Knowledge of iTrent and Workday advantageous with good working knowledge of Excel (Pivot tables / VLOOKUP's) A strong team ethic with good communication skills Good attention to detail and the ability to organise and prioritise tasks to demanding deadlines Must be well organised and capable of managing various payrolls and internal / external clients simultaneously Pro-active approach to identifying problems and formulating solutions
May 16, 2024
Contractor
Our client, a leading media organisation, are looking for an experienced Senior Payroll Administrator. You will be working in their shared service centre based in Leicester city centre working across their group of publications. The successful candidate will report into the Payroll Manager and will be reviewing and processing salaries and across multiple payrolls, whilst also supporting the Payroll Administrators. What you can expect: Up to 32,000 Working hours are Monday to Friday 9.00am - 5.30pm (1-hour lunch) This position will be office based through the initial training period and will then move into a hybrid role 25 days' holiday (increasing by 1 per year up to a total of 30) Upon joining you will be automatically enrolled onto the Pension Plan at the minimum level of 5% employee, 3% company contribution Life cover under the Pension Plan 4x your basic salary Discounts on online shopping, vouchers and reloadable cards Employee Assistance Programme Discounted dining cards Duties and responsibilities: Processing of amendments on the iTrent payroll system prior to the payroll deadline Inform relevant stakeholders of any known missing data and ensure that this data is complete on Workday and received in iTrent prior to the payroll deadline Review the errors, exceptions and elements reports and reconcile to final payroll Update the system for all leave types ensuring pay is accurately calculated Ensure pension deductions are processed accurately and in line with Auto-enrolment and Pensions Salary Sacrifice/Exchange procedures Ensure all documentation for new starters and leavers is entered onto the payroll system Distribution of P45's, statement of earnings and other documentation as required Assist with the BACS report, payroll summaries, final analysis and reconciliations Responding to queries from the Payroll Admin inbox Payroll reconciliations Assist in the preparation and issuing of P60's to employees and provide details to the Inland Revenue by the required deadline Assist other members of the team when necessary, including the weekly payroll, internal and external audits Generate and analyse payroll reports to support financial and management reporting Skills and experience required: Previous experience of working within multi-site group structures desirable End to end payroll experience essential Experience of working in a busy payroll function where priorities can change to adapt to business needs Knowledge of iTrent and Workday advantageous with good working knowledge of Excel (Pivot tables / VLOOKUP's) A strong team ethic with good communication skills Good attention to detail and the ability to organise and prioritise tasks to demanding deadlines Must be well organised and capable of managing various payrolls and internal / external clients simultaneously Pro-active approach to identifying problems and formulating solutions
Financial Planning Administrator 25,000 - 28,000 Nottingham Excellent Benefits, 25 Days holiday, Free Parking , Study support, Flexible hours and an early finish every Friday. Death in Service, X2 Salary Our Client are a small and very well established Boutique form of Independent Financial Planners dealing with a client bank of High Net Worth client. They offer a friendly and professional working environment where development is fully encourage and supported. As a result of organic growth they now have an exciting opportunity for an experienced Financial Planning Administrator to join their team based in Nottingham. Working within a busy team environment, the successful candidate will take full responsibility for providing direct support to one of the company's Directors, where you will undertake extensive administrative tasks including; Responsible for client servicing and the preparation of new business and client review packs for meetings Obtaining accurate client portfolio valuations and production of valuation statements Preparation of paperwork for clients including new applications; servicing forms; trusts; fee agreements; invoices Submission of applications Regular contact with clients and product providers Responsible for client on-boarding and ensuring that all tasks are carried out to FCA regulatory requirements Obtaining Anti-Money Laundering evidence and conducting electronic checks for new, as well as existing, clients Writing basic suitability reports To apply for the role candidates should good experience of working within Financial Planning as an Administrator. You will have strong product knowledge, specifically around Pensions & Investments. The use of Provider Platforms, and a number of back office systems is essential. You will be asked to provide examples of working under pressure, and therefore someone who can demonstrate the ability to work in a fast paced environment, whilst handling a number of tasks at any one time is absolutely essential. Strong communication skills are also required, as is the ability to build strong business relationships with colleagues and external Clients. Please quote Ref: NJR 14831
May 15, 2024
Full time
Financial Planning Administrator 25,000 - 28,000 Nottingham Excellent Benefits, 25 Days holiday, Free Parking , Study support, Flexible hours and an early finish every Friday. Death in Service, X2 Salary Our Client are a small and very well established Boutique form of Independent Financial Planners dealing with a client bank of High Net Worth client. They offer a friendly and professional working environment where development is fully encourage and supported. As a result of organic growth they now have an exciting opportunity for an experienced Financial Planning Administrator to join their team based in Nottingham. Working within a busy team environment, the successful candidate will take full responsibility for providing direct support to one of the company's Directors, where you will undertake extensive administrative tasks including; Responsible for client servicing and the preparation of new business and client review packs for meetings Obtaining accurate client portfolio valuations and production of valuation statements Preparation of paperwork for clients including new applications; servicing forms; trusts; fee agreements; invoices Submission of applications Regular contact with clients and product providers Responsible for client on-boarding and ensuring that all tasks are carried out to FCA regulatory requirements Obtaining Anti-Money Laundering evidence and conducting electronic checks for new, as well as existing, clients Writing basic suitability reports To apply for the role candidates should good experience of working within Financial Planning as an Administrator. You will have strong product knowledge, specifically around Pensions & Investments. The use of Provider Platforms, and a number of back office systems is essential. You will be asked to provide examples of working under pressure, and therefore someone who can demonstrate the ability to work in a fast paced environment, whilst handling a number of tasks at any one time is absolutely essential. Strong communication skills are also required, as is the ability to build strong business relationships with colleagues and external Clients. Please quote Ref: NJR 14831
Due to a number of internal promotions, 2024 is already looking extremely positive for this leading employer in the financial services and pensions sector, who are seeking an additional Deputy Pensions Team Leader. This is an outstanding opportunity for a Senior Pensions Administrator is now looking for that next challenging career opportunity, that will see you further utilising and developing your pension expertise further. The role will see you not only manage, allocate, oversee and prioritise, but also: Review and check outgoing work to ensure it complies with internal standards, scheme and legislative rules. Ensure delivery of services in accordance with client Service Level Agreements. Attending Trustee and/or client meetings. Management of administration contacts and client relationships Attending internal and external meetings to provide technical support and guidance on related client administration issues With your experience of directly supporting and mentoring other gained ideally from working in a third-party administration environment, it is essential that you possess significant experience of delivering administration services to Defined Benefit pension schemes, together with attending trustee/client meetings and who is someone who can manage resources to ensure that scheme event and member event targets are achieved As mentioned this is an excellent opportunity for Senior Pensions Administrator who is looking for genuine long-term career development. Offering highly attractive remuneration and benefits packages as well as hybrid working further details are available on application.
May 15, 2024
Full time
Due to a number of internal promotions, 2024 is already looking extremely positive for this leading employer in the financial services and pensions sector, who are seeking an additional Deputy Pensions Team Leader. This is an outstanding opportunity for a Senior Pensions Administrator is now looking for that next challenging career opportunity, that will see you further utilising and developing your pension expertise further. The role will see you not only manage, allocate, oversee and prioritise, but also: Review and check outgoing work to ensure it complies with internal standards, scheme and legislative rules. Ensure delivery of services in accordance with client Service Level Agreements. Attending Trustee and/or client meetings. Management of administration contacts and client relationships Attending internal and external meetings to provide technical support and guidance on related client administration issues With your experience of directly supporting and mentoring other gained ideally from working in a third-party administration environment, it is essential that you possess significant experience of delivering administration services to Defined Benefit pension schemes, together with attending trustee/client meetings and who is someone who can manage resources to ensure that scheme event and member event targets are achieved As mentioned this is an excellent opportunity for Senior Pensions Administrator who is looking for genuine long-term career development. Offering highly attractive remuneration and benefits packages as well as hybrid working further details are available on application.
Due to further expansion, my client, a leading employer in the financial services and pensions sector is now seeking a new Pension Payroll Administrator. Offering the option to work hybrid (two days in the office) out of their Birmingham location, this area of the business is responsible for overseeing hundreds of client pension payrolls varying in size up to several thousand payees each month. This will be a varied role where your responsibilities can include: Assisting with processing of client payrolls, updating changes and completing gross-net calculations and appropriate reconciliations Appropriate statutory reporting via RTI Processing BACS payments Production of payslips Dealing with and resolving queries from a number of sources, including pensioners, third parties and HMRC Year-end reconciliation and production of appropriate documentation Already possessing previous experience in a pension payroll environment or similar with an understanding of a client facing payroll service, you will be someone who possesses strong numeracy/literacy, IT and communication skills, coupled with the ability to prioritise and manage your workload and work on your own initiative Offering highly attractive remuneration and benefits packages further details are available on application.
May 15, 2024
Full time
Due to further expansion, my client, a leading employer in the financial services and pensions sector is now seeking a new Pension Payroll Administrator. Offering the option to work hybrid (two days in the office) out of their Birmingham location, this area of the business is responsible for overseeing hundreds of client pension payrolls varying in size up to several thousand payees each month. This will be a varied role where your responsibilities can include: Assisting with processing of client payrolls, updating changes and completing gross-net calculations and appropriate reconciliations Appropriate statutory reporting via RTI Processing BACS payments Production of payslips Dealing with and resolving queries from a number of sources, including pensioners, third parties and HMRC Year-end reconciliation and production of appropriate documentation Already possessing previous experience in a pension payroll environment or similar with an understanding of a client facing payroll service, you will be someone who possesses strong numeracy/literacy, IT and communication skills, coupled with the ability to prioritise and manage your workload and work on your own initiative Offering highly attractive remuneration and benefits packages further details are available on application.