Pensions - Defined Benefit - Data & Implementation Analyst Our client is looking for a Data & Implementation Analyst with a strong background in Pensions and Defined Benefit. The role will be initially 3 months with a view to renew thereafter. Inside IR35 Remote working Market rates - Depending on Experience Keys skills/experience Strong background working in the pensions industry for administrators or an insurance company Data Mapping Excellent Excel skills Defined Benefit - DB pensions, pension scheme administration requirements Good analytical skills Provide assistance to Data and Onboarding Service Manager and Senior Implementation Manager Leading new scheme implementations, data cleanse and operational data analysis and pension scheme buy outs Acting as the initial point of contact for all implementation queries from the Third Party Administrator and the Operational team DB de-risking administration requirements Experience of DB Corporate Pensions and understanding of Life and Pensions Industry Due to the volume of applications received for positions, it will not be possible to respond to all applications and only applicants who are considered suitable for interview will be contacted. Proactive Appointments Limited operates as an employment agency and employment business and is an equal opportunities organisation We take our obligations to protect your personal data very seriously. Any information provided to us will be processed as detailed in our Privacy Notice, a copy of which can be found on our website
Sep 04, 2025
Contractor
Pensions - Defined Benefit - Data & Implementation Analyst Our client is looking for a Data & Implementation Analyst with a strong background in Pensions and Defined Benefit. The role will be initially 3 months with a view to renew thereafter. Inside IR35 Remote working Market rates - Depending on Experience Keys skills/experience Strong background working in the pensions industry for administrators or an insurance company Data Mapping Excellent Excel skills Defined Benefit - DB pensions, pension scheme administration requirements Good analytical skills Provide assistance to Data and Onboarding Service Manager and Senior Implementation Manager Leading new scheme implementations, data cleanse and operational data analysis and pension scheme buy outs Acting as the initial point of contact for all implementation queries from the Third Party Administrator and the Operational team DB de-risking administration requirements Experience of DB Corporate Pensions and understanding of Life and Pensions Industry Due to the volume of applications received for positions, it will not be possible to respond to all applications and only applicants who are considered suitable for interview will be contacted. Proactive Appointments Limited operates as an employment agency and employment business and is an equal opportunities organisation We take our obligations to protect your personal data very seriously. Any information provided to us will be processed as detailed in our Privacy Notice, a copy of which can be found on our website
Our client is seeking an experience Senior Pensions Administrator to help urgently with a Defined Benefits scheme for a public sector clients. This will be for approximately 6 months, but our client will consider applicants available for 2 + months. Full checks will need to be completed before starting the assignment, including a full enhanced in depth police checks once you start. t is ESSENTIAL you have been a resident in the UK for more than 3 years to undergo these checks. We are seeking candidates with strong pensions experience and good DB manual calculations experience, who can offer immediate assistance to the team, with minimal training. The role: Calculate and dispense scheme benefits Maintain membership records Engage in project work assigned by managers Coordinate with clients, actuaries, and third parties Offer verbal and written technical insights Ensure ISO and AAF accreditation compliance Prioritise tasks to meet deadlines The person: Experience in DB schemes and the pensions sector Ability to manage a number of cases per day Excellent manual calculations experience, including retirement calculations, annual allowances, authorised payments etc. Organisational skills and a methodical approach Support development of high standards and customer service Effective communication and detail-oriented Proficiency in MS Office Please call us urgently if you are interested to hearing more.
Sep 03, 2025
Contractor
Our client is seeking an experience Senior Pensions Administrator to help urgently with a Defined Benefits scheme for a public sector clients. This will be for approximately 6 months, but our client will consider applicants available for 2 + months. Full checks will need to be completed before starting the assignment, including a full enhanced in depth police checks once you start. t is ESSENTIAL you have been a resident in the UK for more than 3 years to undergo these checks. We are seeking candidates with strong pensions experience and good DB manual calculations experience, who can offer immediate assistance to the team, with minimal training. The role: Calculate and dispense scheme benefits Maintain membership records Engage in project work assigned by managers Coordinate with clients, actuaries, and third parties Offer verbal and written technical insights Ensure ISO and AAF accreditation compliance Prioritise tasks to meet deadlines The person: Experience in DB schemes and the pensions sector Ability to manage a number of cases per day Excellent manual calculations experience, including retirement calculations, annual allowances, authorised payments etc. Organisational skills and a methodical approach Support development of high standards and customer service Effective communication and detail-oriented Proficiency in MS Office Please call us urgently if you are interested to hearing more.
Senior Pension Associate Here at Alexander Lloyd, we are currently partnered with a leading third-party administrator to support their search for a Senior Pension Associate to join the team. Role & Responsibilities: Deliver exceptional client service across DB and DC pension schemes. Oversee and check work from junior team members. Handle benefit calculations and member communications. Ensure accurate, professional reporting and documentation. Support process improvements and new business activities. Essential Criteria: Must have prior DB/DC experience. Ability to complete manual calculations. Proven excellent customer service experience This role can be remote or hybrid to one of their offices, if you are interested do reach out or apply today. Please quote 51535 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.
Sep 03, 2025
Full time
Senior Pension Associate Here at Alexander Lloyd, we are currently partnered with a leading third-party administrator to support their search for a Senior Pension Associate to join the team. Role & Responsibilities: Deliver exceptional client service across DB and DC pension schemes. Oversee and check work from junior team members. Handle benefit calculations and member communications. Ensure accurate, professional reporting and documentation. Support process improvements and new business activities. Essential Criteria: Must have prior DB/DC experience. Ability to complete manual calculations. Proven excellent customer service experience This role can be remote or hybrid to one of their offices, if you are interested do reach out or apply today. Please quote 51535 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.
Senior Financial Planning Manager Advise existing HNW clients (£1m+) Manage a team of advisers (junior and senior) Surrey based Chartered IFA firm £100k - £120k basic salary plus benefits and bonuses Benefits: Death in Service, Critical Illness Cover, Income Protection My client are a Chartered independent wealth planning firm with offices in Surrey who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 200 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested. The business has built an outstanding reputation and is very engaged in the local community. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation Manager/Practice Manager ensuring a smooth functioning of the business too. The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and also managing financial advisers to take on a strategic role working very closely with the Managing Director. You will have a strategic lens to your working practices and be always looking to improve the efficiency and performance levels of a team of financial advisers. You will have a minimum 10+ years of experience working within private client wealth management industry and 3-5 years of proven leadership managing financial advisers and working closely with executive teams. You will be allocated a book of clients to manage, many of which are the HNW cases (up to £8m of assets), you will be writing performance plans, conducting 1-2-1 meetings with the advisers you are managing, appraisals, meeting observations, KPI reviews and writing business development/marketing plans. You will also be involved in recruiting new advisers and ensuring the business achieves its growth plans. You will be working very closely with the admin, paraplanning and operations teams closely and seeking to find new ways of working to improve the support to advisers. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 03, 2025
Full time
Senior Financial Planning Manager Advise existing HNW clients (£1m+) Manage a team of advisers (junior and senior) Surrey based Chartered IFA firm £100k - £120k basic salary plus benefits and bonuses Benefits: Death in Service, Critical Illness Cover, Income Protection My client are a Chartered independent wealth planning firm with offices in Surrey who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 200 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested. The business has built an outstanding reputation and is very engaged in the local community. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation Manager/Practice Manager ensuring a smooth functioning of the business too. The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and also managing financial advisers to take on a strategic role working very closely with the Managing Director. You will have a strategic lens to your working practices and be always looking to improve the efficiency and performance levels of a team of financial advisers. You will have a minimum 10+ years of experience working within private client wealth management industry and 3-5 years of proven leadership managing financial advisers and working closely with executive teams. You will be allocated a book of clients to manage, many of which are the HNW cases (up to £8m of assets), you will be writing performance plans, conducting 1-2-1 meetings with the advisers you are managing, appraisals, meeting observations, KPI reviews and writing business development/marketing plans. You will also be involved in recruiting new advisers and ensuring the business achieves its growth plans. You will be working very closely with the admin, paraplanning and operations teams closely and seeking to find new ways of working to improve the support to advisers. If this role sounds of interest or any other roles I am working on please get in touch.
IFA AdministratorFull time - 35 hours Dorset Office Based Salary negotiable This is an excellent opportunity for an IFA Administrator to join a well-established financial advisory firm. As an IFA Administrator, you will provide vital support to a Senior Adviser, managing a portfolio of 100+ clients. You will be the first point of contact for clients, ensuring smooth communication and assisting with compliance, documentation, and annual review reports. The Company This is a respected financial services firm known for its client-focused approach and supportive working environment. The company are directly authorised and have been in operation for almost 10 years, providing advice on several areas from Investments, Pensions, Inheritance Tax Planning, Care and Later life, Protection and Mortgages. The Role Responsibilities include: Acting as the initial point of contact for client inquiries via telephone, email, and post. Assisting with the preparation and distribution of annual review reports in collaboration with the paraplanner. Ensuring compliance by managing and requesting relevant client documentation. Maintaining organised electronic and paper records using the Intelligent Office back-office system. Ability to maintain confidentiality and act with discretion. Processing new business Benefits Company Pension. Private Healthcare. 25 days holiday Flexible working hours - can accommodate school drop-off and pick-up times. Further benefits to be confirmed How to Apply Click Apply Now to submit your application. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Sep 03, 2025
Full time
IFA AdministratorFull time - 35 hours Dorset Office Based Salary negotiable This is an excellent opportunity for an IFA Administrator to join a well-established financial advisory firm. As an IFA Administrator, you will provide vital support to a Senior Adviser, managing a portfolio of 100+ clients. You will be the first point of contact for clients, ensuring smooth communication and assisting with compliance, documentation, and annual review reports. The Company This is a respected financial services firm known for its client-focused approach and supportive working environment. The company are directly authorised and have been in operation for almost 10 years, providing advice on several areas from Investments, Pensions, Inheritance Tax Planning, Care and Later life, Protection and Mortgages. The Role Responsibilities include: Acting as the initial point of contact for client inquiries via telephone, email, and post. Assisting with the preparation and distribution of annual review reports in collaboration with the paraplanner. Ensuring compliance by managing and requesting relevant client documentation. Maintaining organised electronic and paper records using the Intelligent Office back-office system. Ability to maintain confidentiality and act with discretion. Processing new business Benefits Company Pension. Private Healthcare. 25 days holiday Flexible working hours - can accommodate school drop-off and pick-up times. Further benefits to be confirmed How to Apply Click Apply Now to submit your application. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Our client is seeking a dynamic Payroll Manager to join their rapidly growing company, offering an excellent opportunity to develop and grow alongside the business. We are looking to recruit an experienced Payroll Manager with a minimum of 3-5 years experience in a similar role, including proven experience in managing a team of Payroll Administrators. Experience of processing payrolls within a bureau or accountancy firm environment is desirable, though not essential. PAYROLL MANAGER'S DUTIES & RESPONSIBILITIES: To supervise and manage the overall function of the payroll bureau Efficient and accurate processing of payroll data Weekly/monthly payroll processing and preparation of all payroll reports and financial information Processing of year end Supervision of the payroll bureau team STAFF RESPONSIBILITIES FOR: 4 full time and 1 part time dedicated Payroll Administrators BRIEF DESCRIPTION OF MAIN DUTIES FOR THE PAYROLL MANAGER: Act as a senior point of contact for clients setting up payroll services, resolving escalated queries, and maintaining strong client relationships. Ensure compliance with best practices, government regulations and payroll tax obligations Assigning new payrolls to payroll administrators Efficient and accurate processing of payroll data including all payroll calculations, statutory payments/deductions etc, completion of journals Processing payrolled and P11D benefits in kind Doing manual calculations of tax, NI, statutory payments, pensions etc where needed Dealing with payroll related queries Maintenance of payroll database Processing of weekly/monthly payrolls, importing data Preparation of monthly payroll reconciliations, costing reports, other supplementary payroll reports and journals Processing starters, leavers and ongoing amendments etc Completion of year end duties and P60s Overseeing the auto enrolment and re-enrolment processes for clients Keeping up with payroll legislation changes and ensuring payroll processing is using latest legislation Helping director with new client quotes Support director with implementing process improvement projects Manage the implementation of software changes as and when relevant Billing, preparation of payroll client fee notes Setting up new clients SUPERVISION AND MANAGEMENT OF THE PAYROLL TEAM: Supervise and manage the overall performance of the team/department Analyse, report, make recommendations and develop strategies to improve quality, efficiency and productivity of the team Manage and drive recruitment and selection, individual performance management (appraisals) including under-performance, employee relations, disciplinary actions, induction, career development, succession planning for all team members Identify and source requisite technical training for all team members Manage and make recommendations on reward and remuneration for all team members Take responsibility for the growth of the team to meet the firm's objectives for the payroll bureau and to achieve profitable revenues Identify problems and recommend solutions to achieve sustainable success for the team and achieve a harmonious and effective work environment for the team Support the firm to achieve organisational goals, vision and objectives Responsible for training and induction of new staff and internal placements EXPERIENCE & SKILLS: CIPP qualified prefered but not essentail Previous payroll managerial experience ideally in a payroll bureau Strong organisation skills, attention to detail and follow through to resolve any outstanding issues Sound knowledge of Average Holiday Pay, National Minimum Wage and all statutory absence legislation Proactive, organised, and sound analytical/problem-solving skills Experience managing and developing payroll staff, with strong mentoring and team-building skills. Be able to lead a successful, stable payroll bureau and achieve client satisfaction, team synergy and incremental growth in line with the company's strategic business plans. IT/SOFTWARE: Payroll systems used BrightPay, Iris Payroll Professional, Paycircle BACS Access Pay Modulr Good knowledge of Microsoft Office, in particular Excel
Sep 02, 2025
Full time
Our client is seeking a dynamic Payroll Manager to join their rapidly growing company, offering an excellent opportunity to develop and grow alongside the business. We are looking to recruit an experienced Payroll Manager with a minimum of 3-5 years experience in a similar role, including proven experience in managing a team of Payroll Administrators. Experience of processing payrolls within a bureau or accountancy firm environment is desirable, though not essential. PAYROLL MANAGER'S DUTIES & RESPONSIBILITIES: To supervise and manage the overall function of the payroll bureau Efficient and accurate processing of payroll data Weekly/monthly payroll processing and preparation of all payroll reports and financial information Processing of year end Supervision of the payroll bureau team STAFF RESPONSIBILITIES FOR: 4 full time and 1 part time dedicated Payroll Administrators BRIEF DESCRIPTION OF MAIN DUTIES FOR THE PAYROLL MANAGER: Act as a senior point of contact for clients setting up payroll services, resolving escalated queries, and maintaining strong client relationships. Ensure compliance with best practices, government regulations and payroll tax obligations Assigning new payrolls to payroll administrators Efficient and accurate processing of payroll data including all payroll calculations, statutory payments/deductions etc, completion of journals Processing payrolled and P11D benefits in kind Doing manual calculations of tax, NI, statutory payments, pensions etc where needed Dealing with payroll related queries Maintenance of payroll database Processing of weekly/monthly payrolls, importing data Preparation of monthly payroll reconciliations, costing reports, other supplementary payroll reports and journals Processing starters, leavers and ongoing amendments etc Completion of year end duties and P60s Overseeing the auto enrolment and re-enrolment processes for clients Keeping up with payroll legislation changes and ensuring payroll processing is using latest legislation Helping director with new client quotes Support director with implementing process improvement projects Manage the implementation of software changes as and when relevant Billing, preparation of payroll client fee notes Setting up new clients SUPERVISION AND MANAGEMENT OF THE PAYROLL TEAM: Supervise and manage the overall performance of the team/department Analyse, report, make recommendations and develop strategies to improve quality, efficiency and productivity of the team Manage and drive recruitment and selection, individual performance management (appraisals) including under-performance, employee relations, disciplinary actions, induction, career development, succession planning for all team members Identify and source requisite technical training for all team members Manage and make recommendations on reward and remuneration for all team members Take responsibility for the growth of the team to meet the firm's objectives for the payroll bureau and to achieve profitable revenues Identify problems and recommend solutions to achieve sustainable success for the team and achieve a harmonious and effective work environment for the team Support the firm to achieve organisational goals, vision and objectives Responsible for training and induction of new staff and internal placements EXPERIENCE & SKILLS: CIPP qualified prefered but not essentail Previous payroll managerial experience ideally in a payroll bureau Strong organisation skills, attention to detail and follow through to resolve any outstanding issues Sound knowledge of Average Holiday Pay, National Minimum Wage and all statutory absence legislation Proactive, organised, and sound analytical/problem-solving skills Experience managing and developing payroll staff, with strong mentoring and team-building skills. Be able to lead a successful, stable payroll bureau and achieve client satisfaction, team synergy and incremental growth in line with the company's strategic business plans. IT/SOFTWARE: Payroll systems used BrightPay, Iris Payroll Professional, Paycircle BACS Access Pay Modulr Good knowledge of Microsoft Office, in particular Excel
Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes. Benefits: Salary: Up to 35,000 (DOE) 31 Days Holiday (Inclusive of Bank Holidays) Holiday entitlement increases with length of service. Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Hybrid: 2 days at home / 3 days in office Monday to Friday - 08:30 to 17:00 Location: Warwick Role & Responsibilities: Process new business (investments, pensions, protection, mortgages) Run risk profiles, fund switch reports, and valuations Prepare review packs, reports, and compliance documents Liaise with advisers, providers, and clients to keep cases on track Handle fund switches, withdrawals, and client instructions Maintain accurate client data and records Support colleagues with training and coaching where needed Required Skills & Experience: Minimum 5 years' IFA administration experience Strong pensions, investments, and protection knowledge Excellent organisational skills with attention to detail Confident communicator with strong client service focus Able to manage deadlines, multi-task, and work independently Compliance awareness, with solid platform and product knowledge Apply now to take the next step in your financial services career!
Sep 01, 2025
Full time
Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes. Benefits: Salary: Up to 35,000 (DOE) 31 Days Holiday (Inclusive of Bank Holidays) Holiday entitlement increases with length of service. Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Hybrid: 2 days at home / 3 days in office Monday to Friday - 08:30 to 17:00 Location: Warwick Role & Responsibilities: Process new business (investments, pensions, protection, mortgages) Run risk profiles, fund switch reports, and valuations Prepare review packs, reports, and compliance documents Liaise with advisers, providers, and clients to keep cases on track Handle fund switches, withdrawals, and client instructions Maintain accurate client data and records Support colleagues with training and coaching where needed Required Skills & Experience: Minimum 5 years' IFA administration experience Strong pensions, investments, and protection knowledge Excellent organisational skills with attention to detail Confident communicator with strong client service focus Able to manage deadlines, multi-task, and work independently Compliance awareness, with solid platform and product knowledge Apply now to take the next step in your financial services career!
Senior Pensions Administrator - DB Schemes Middlesbrough - £competitive Salary / Flexible Working & Excellent Benefits Package. A leading UK Financial Services Group who provides Pension & Investment Consultancy services to many of the UK's largest Companies are looking to recruit into their expanding and continually developing Pension Administration Team. The team you would be joining offer award winning technical Defined Benefit Administration Services and have created a friendly supportive office culture where everyone has an opportunity to contribute and feel part of a very successful team. The wider company offer also place employees at the heart of the company's future success and have worked hard to ensure they can offer strong training & development programmes, qualification sponsorship, flexible working and many other benefits and initiatives designed to create an excellent working environment, career progression opportunities for all and a good work / life balance. They are also expanding at a rapid rate, meaning it's an exciting time to join a positively thinking organisation, opening up good future career opportunities. Specifics of the role include - Provide technical Pensions Administration services to a portfolio of clients, calculate, and make payments of scheme benefits. Training new members of staff and helping more junior members of the team. Help mentor and develop their knowledge and understanding. Check and authorise other team member's work. Under the application of benefit structures, trust deed & rules and pensions legislation. Provide support to the Administration Manager, helping the department meet deadlines. Undertake project management work Handling queries from HMRC and DWP. Liaise confidently with clients, scheme actuaries and other third parties Ensure compliance checking is maintained and the team works to legislative requirements. Answer technical queries from members by phone, e-mail and letter. This is an excellent opportunity for individuals with previous DB Pensions Administration experience who are looking to move to company who will invest your development and help you expand both your technical knowledge and supervisory skills. For more information, please contact Richard Garbett
Sep 01, 2025
Full time
Senior Pensions Administrator - DB Schemes Middlesbrough - £competitive Salary / Flexible Working & Excellent Benefits Package. A leading UK Financial Services Group who provides Pension & Investment Consultancy services to many of the UK's largest Companies are looking to recruit into their expanding and continually developing Pension Administration Team. The team you would be joining offer award winning technical Defined Benefit Administration Services and have created a friendly supportive office culture where everyone has an opportunity to contribute and feel part of a very successful team. The wider company offer also place employees at the heart of the company's future success and have worked hard to ensure they can offer strong training & development programmes, qualification sponsorship, flexible working and many other benefits and initiatives designed to create an excellent working environment, career progression opportunities for all and a good work / life balance. They are also expanding at a rapid rate, meaning it's an exciting time to join a positively thinking organisation, opening up good future career opportunities. Specifics of the role include - Provide technical Pensions Administration services to a portfolio of clients, calculate, and make payments of scheme benefits. Training new members of staff and helping more junior members of the team. Help mentor and develop their knowledge and understanding. Check and authorise other team member's work. Under the application of benefit structures, trust deed & rules and pensions legislation. Provide support to the Administration Manager, helping the department meet deadlines. Undertake project management work Handling queries from HMRC and DWP. Liaise confidently with clients, scheme actuaries and other third parties Ensure compliance checking is maintained and the team works to legislative requirements. Answer technical queries from members by phone, e-mail and letter. This is an excellent opportunity for individuals with previous DB Pensions Administration experience who are looking to move to company who will invest your development and help you expand both your technical knowledge and supervisory skills. For more information, please contact Richard Garbett
Financial Administrator (wealth management) Offices near Horsham/West Grinstead (Sussex) Boutique IFA with 400 private clients £35k basic salary plus discretionary bonuses My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Financial Administrator who will be responsible for conducting end to end administration and supporting with the entire back-office function within the business. Duties will include but are not limited to: processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, general office administration, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 1 year of wealth management administration experience, ideally 2+ years, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 01, 2025
Full time
Financial Administrator (wealth management) Offices near Horsham/West Grinstead (Sussex) Boutique IFA with 400 private clients £35k basic salary plus discretionary bonuses My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Financial Administrator who will be responsible for conducting end to end administration and supporting with the entire back-office function within the business. Duties will include but are not limited to: processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, general office administration, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 1 year of wealth management administration experience, ideally 2+ years, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
We are recruiting for a global leading financial services pensions and employee benefits organisation who are committed to foster the growth and success of all, whilst investing heavily in learning and development and paving unique career paths. They are an organisation and employer never stands still, in a company culture that is agile and that will invest in your career development. Based out their London offices an offered on extremely flexible hybrid working, they now have a number of Senior Pension Administrators opporunities that will allow you to further develop your technical knowledge, while supporting their service delivery to one of their largest clients and the members. The roles will see you play an important part in: A variety of administration activities connected to the running of a pension scheme, including manual calculations, leavers, data changes, setting up benefits into payment and annual scheme updates Performing pensions calculations, with the support of your team, entering pensions data or answering enquiries Working as part of a team, collaborating to continuously improve processes and service to clients Possessing proven experience in pension's administration, with an emphasis on Defined Benefit arrangements and including manual calculations, you will be someone with who is numerate and comfortable working in a numbers based role, coupled with being organised and who is able to work and collaborate as part of a team Offering an excellent remuneration and benefits package and extremely flexible hybrid working, further information is available on application
Sep 01, 2025
Full time
We are recruiting for a global leading financial services pensions and employee benefits organisation who are committed to foster the growth and success of all, whilst investing heavily in learning and development and paving unique career paths. They are an organisation and employer never stands still, in a company culture that is agile and that will invest in your career development. Based out their London offices an offered on extremely flexible hybrid working, they now have a number of Senior Pension Administrators opporunities that will allow you to further develop your technical knowledge, while supporting their service delivery to one of their largest clients and the members. The roles will see you play an important part in: A variety of administration activities connected to the running of a pension scheme, including manual calculations, leavers, data changes, setting up benefits into payment and annual scheme updates Performing pensions calculations, with the support of your team, entering pensions data or answering enquiries Working as part of a team, collaborating to continuously improve processes and service to clients Possessing proven experience in pension's administration, with an emphasis on Defined Benefit arrangements and including manual calculations, you will be someone with who is numerate and comfortable working in a numbers based role, coupled with being organised and who is able to work and collaborate as part of a team Offering an excellent remuneration and benefits package and extremely flexible hybrid working, further information is available on application
We are looking to recruit a pensions administration subject matter expert for the role of a pensions onboarding consultant. What does that mean ? We need someone who from the available documentation and consulting with key stakeholders can map an existing pension administration function into a new organisation, processes, business rules, understanding the pension calculations required to fulfil the policy obligations using new systems and integrating the processes into a new environment. Once you map the way forward, you will have an integrated team of data, process and pension administration professionals that will work closely with you to implement your strategy. To be a success in this role, you will require a wealth of knowledge in setting up an running the processes for a pension administration team. You will be the one who looks for a better / smarter way. You will listen well and be able to communicate your ideas clearly. You will have worked as a senior pension administrator or team leader. If you enjoy project work, have a genuine depth of knowledge and understanding of pension administration and can articulate your ideas, there is a good chance you will be ideal for the role of a pension onboarding consultant. This is a hybrid role that will require 2 days per week in our clients office in West Yorkshire. This is an opportunity to join an organisation that values creating a positive and supportive working environment in a role that is pivotal in providing excellent service to clients and policy holders. Eligo Recruitment is acting as an Employment Business in relation to this vacancy. Eligo is proud to be an equal opportunity employer dedicated to fostering diversity and creating an inclusive and equitable environment for employees and applicants. We actively celebrate and embrace differences, including but not limited to race, colour, religion, sex, sexual orientation, gender identity, national origin, veteran status, and disability. We encourage applications from individuals of all backgrounds and experiences and all will be considered for employment without discrimination. At Eligo Recruitment diversity, equity and inclusion is integral to achieving our mission to ensure every workplace reflects the richness of human diversity.
Sep 01, 2025
Full time
We are looking to recruit a pensions administration subject matter expert for the role of a pensions onboarding consultant. What does that mean ? We need someone who from the available documentation and consulting with key stakeholders can map an existing pension administration function into a new organisation, processes, business rules, understanding the pension calculations required to fulfil the policy obligations using new systems and integrating the processes into a new environment. Once you map the way forward, you will have an integrated team of data, process and pension administration professionals that will work closely with you to implement your strategy. To be a success in this role, you will require a wealth of knowledge in setting up an running the processes for a pension administration team. You will be the one who looks for a better / smarter way. You will listen well and be able to communicate your ideas clearly. You will have worked as a senior pension administrator or team leader. If you enjoy project work, have a genuine depth of knowledge and understanding of pension administration and can articulate your ideas, there is a good chance you will be ideal for the role of a pension onboarding consultant. This is a hybrid role that will require 2 days per week in our clients office in West Yorkshire. This is an opportunity to join an organisation that values creating a positive and supportive working environment in a role that is pivotal in providing excellent service to clients and policy holders. Eligo Recruitment is acting as an Employment Business in relation to this vacancy. Eligo is proud to be an equal opportunity employer dedicated to fostering diversity and creating an inclusive and equitable environment for employees and applicants. We actively celebrate and embrace differences, including but not limited to race, colour, religion, sex, sexual orientation, gender identity, national origin, veteran status, and disability. We encourage applications from individuals of all backgrounds and experiences and all will be considered for employment without discrimination. At Eligo Recruitment diversity, equity and inclusion is integral to achieving our mission to ensure every workplace reflects the richness of human diversity.
Can you bring your financial expertise to help strengthen the UK's leading patient-led kidney charity? The National Kidney Federation (NKF) is a unique, independent UK charity run by kidney patients for kidney patients. They are seeking a talented and motivated Senior Accounts Administrator to lead on all aspects of their financial management and administration, ensuring this vital organisation continues to thrive and deliver for patients across the UK. Job Title: Senior Accounts Administrator Reporting to: Office Manager Location: NKF HQ (North Nottinghamshire) Salary: £30,000 Hours: 36 hours per week Perks and Benefits: At NKF, they value their people and offer a supportive working environment with: - Up to six weeks of annual leave (25 days rising to 30), plus bank holidays - Early Friday finish and Christmas shutdown - Pension scheme with up to 8% employer contribution - Death in service insurance worth three times your salary - Free car parking at HQ About the Role As Senior Accounts Administrator , you will be the backbone of NKF's financial operations. From preparing budgets and forecasts, to managing payroll, pensions, and reconciliations, your work will ensure the charity's resources are used effectively to support kidney patients nationwide. You'll produce clear, accurate financial reports for trustees and colleagues, helping them make informed decisions, and provide insight to support fundraising, grant applications, and new initiatives. This is a hands-on role with both strategic and day-to-day responsibilities, perfect for someone who enjoys variety and wants to make a meaningful difference through their work. Key Responsibilities: - Lead on annual budgets, forecasts, and long-term financial plans - Produce month-end and year-end accounts in line with charity finance law and SORP - Oversee payroll, pensions, HMRC returns, reconciliations, and expenditure controls - Liaise with auditors and coordinate annual audits - Provide financial insight to trustees, management, and non-financial colleagues - Support fundraising and income-generating activities through financial analysis - Manage day-to-day accounts admin including expenses, invoicing, and supplier queries About You: We're looking for a detail-focused, proactive, and collaborative finance professional who is ready to take ownership of NKF's financial processes. You'll combine technical expertise with the ability to explain numbers clearly to non-financial colleagues and trustees. You'll need: - An AAT qualification (or equivalent) - Strong knowledge of charity finance law, SORP, and regulatory requirements - Experience in budgeting, forecasting, and financial planning - IT proficiency with strong accounting systems skills (e.g. Xero, CRM, Microsoft, Blackbaud) - Excellent communication and organisational skills This is a chance to join NKF at an exciting time. With a growing reputation, a refreshed five-year strategy, and a committed team, you'll have the opportunity to use your financial skills to make a lasting difference for kidney patients across the UK. How to Apply: Please get in touch with Priya Vencatasawmy at Charity People. The role will close on 19th September at 12pm. Interviews will take place w/c 22nd September. Charity People is a forward thinking, inclusive organisation that actively and deliberately promotes equity, diversity and inclusion. We know organisations thrive when inclusion is at the forefront. We evidence our commitment by matching charity needs with the skills and experience of candidates irrespective of background e.g. age, disability (including hidden disabilities), gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We do this because we believe that greater diversity leads to greater results for the charities we work with.
Sep 01, 2025
Full time
Can you bring your financial expertise to help strengthen the UK's leading patient-led kidney charity? The National Kidney Federation (NKF) is a unique, independent UK charity run by kidney patients for kidney patients. They are seeking a talented and motivated Senior Accounts Administrator to lead on all aspects of their financial management and administration, ensuring this vital organisation continues to thrive and deliver for patients across the UK. Job Title: Senior Accounts Administrator Reporting to: Office Manager Location: NKF HQ (North Nottinghamshire) Salary: £30,000 Hours: 36 hours per week Perks and Benefits: At NKF, they value their people and offer a supportive working environment with: - Up to six weeks of annual leave (25 days rising to 30), plus bank holidays - Early Friday finish and Christmas shutdown - Pension scheme with up to 8% employer contribution - Death in service insurance worth three times your salary - Free car parking at HQ About the Role As Senior Accounts Administrator , you will be the backbone of NKF's financial operations. From preparing budgets and forecasts, to managing payroll, pensions, and reconciliations, your work will ensure the charity's resources are used effectively to support kidney patients nationwide. You'll produce clear, accurate financial reports for trustees and colleagues, helping them make informed decisions, and provide insight to support fundraising, grant applications, and new initiatives. This is a hands-on role with both strategic and day-to-day responsibilities, perfect for someone who enjoys variety and wants to make a meaningful difference through their work. Key Responsibilities: - Lead on annual budgets, forecasts, and long-term financial plans - Produce month-end and year-end accounts in line with charity finance law and SORP - Oversee payroll, pensions, HMRC returns, reconciliations, and expenditure controls - Liaise with auditors and coordinate annual audits - Provide financial insight to trustees, management, and non-financial colleagues - Support fundraising and income-generating activities through financial analysis - Manage day-to-day accounts admin including expenses, invoicing, and supplier queries About You: We're looking for a detail-focused, proactive, and collaborative finance professional who is ready to take ownership of NKF's financial processes. You'll combine technical expertise with the ability to explain numbers clearly to non-financial colleagues and trustees. You'll need: - An AAT qualification (or equivalent) - Strong knowledge of charity finance law, SORP, and regulatory requirements - Experience in budgeting, forecasting, and financial planning - IT proficiency with strong accounting systems skills (e.g. Xero, CRM, Microsoft, Blackbaud) - Excellent communication and organisational skills This is a chance to join NKF at an exciting time. With a growing reputation, a refreshed five-year strategy, and a committed team, you'll have the opportunity to use your financial skills to make a lasting difference for kidney patients across the UK. How to Apply: Please get in touch with Priya Vencatasawmy at Charity People. The role will close on 19th September at 12pm. Interviews will take place w/c 22nd September. Charity People is a forward thinking, inclusive organisation that actively and deliberately promotes equity, diversity and inclusion. We know organisations thrive when inclusion is at the forefront. We evidence our commitment by matching charity needs with the skills and experience of candidates irrespective of background e.g. age, disability (including hidden disabilities), gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We do this because we believe that greater diversity leads to greater results for the charities we work with.
Senior Financial Planning Administrator Location - Warwick Salary £26,000 - £32,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Warwick who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £32,000 25 days annual leave + Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration
Sep 01, 2025
Full time
Senior Financial Planning Administrator Location - Warwick Salary £26,000 - £32,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Warwick who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £32,000 25 days annual leave + Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration
Location: Harrow, North West London Employment Type: Full-Time / Hybrid or Office-based Salary: Up to £37,000+ Study Support + Benefits Are you an ambitious, part-qualified paraplanner looking to take your career to the next level within a prestigious St. James's Place Partner Practice? My client is looking for a detail-oriented, client-focused professional to join our dynamic team and grow with us. About the Role As a key member of the team, you'll work closely with our Financial Advisers and experienced paraplanners to deliver high-quality, compliant advice and technical support. This is a fantastic opportunity to develop within a supportive environment, with full study support toward achieving your Level 4 Diploma and beyond. Key Responsibilities: Assist in the preparation of suitability reports and recommendation letters Conduct research and analysis across pensions, investments, and protection Liaise with Advisers and Administrators to gather client information and ensure accurate documentation Use of SJP-approved platforms and software Maintain up-to-date knowledge of industry trends and FCA regulations About You: Working toward or part-qualified in a relevant Level 4 Diploma (e.g. CII Diploma in Regulated Financial Planning) Experience in a paraplanning or technical support role within financial services Strong attention to detail and organisational skills Comfortable working independently and as part of a team Previous experience within an SJP Partner Practice is advantageous What We Offer: Competitive salary and discretionary bonus Full study support and mentorship Clear progression path to full paraplanner or adviser Supportive, professional environment within a growing SJP practice Flexible/hybrid working options (where applicable) Please contact Sam at Financial Divisions.
Sep 01, 2025
Full time
Location: Harrow, North West London Employment Type: Full-Time / Hybrid or Office-based Salary: Up to £37,000+ Study Support + Benefits Are you an ambitious, part-qualified paraplanner looking to take your career to the next level within a prestigious St. James's Place Partner Practice? My client is looking for a detail-oriented, client-focused professional to join our dynamic team and grow with us. About the Role As a key member of the team, you'll work closely with our Financial Advisers and experienced paraplanners to deliver high-quality, compliant advice and technical support. This is a fantastic opportunity to develop within a supportive environment, with full study support toward achieving your Level 4 Diploma and beyond. Key Responsibilities: Assist in the preparation of suitability reports and recommendation letters Conduct research and analysis across pensions, investments, and protection Liaise with Advisers and Administrators to gather client information and ensure accurate documentation Use of SJP-approved platforms and software Maintain up-to-date knowledge of industry trends and FCA regulations About You: Working toward or part-qualified in a relevant Level 4 Diploma (e.g. CII Diploma in Regulated Financial Planning) Experience in a paraplanning or technical support role within financial services Strong attention to detail and organisational skills Comfortable working independently and as part of a team Previous experience within an SJP Partner Practice is advantageous What We Offer: Competitive salary and discretionary bonus Full study support and mentorship Clear progression path to full paraplanner or adviser Supportive, professional environment within a growing SJP practice Flexible/hybrid working options (where applicable) Please contact Sam at Financial Divisions.
This client, who specialises in the management and development of wealth for corporate and individual clients, has an exciting opportunity for an experienced Senior Group Risk & Healthcare Administrator to join their Employee Benefits team. The Senior Group Risk & Healthcare Administrator will need to administer a portfolio of clients in respect of their Group Risk contracts and other related benefits including Group Life, DIS, PHI, PMI, and critical illness. As a Senior Group Risk & Healthcare Administrator you will be responsible for providing pro-active administration support to the Consultants in order to retain and expand existing client accounts and to help develop new business. You will liaise with insurers to negotiate preferred terms, attend client meetings and draft recommendation reports. You will have excellent verbal and written communication skills, a reliable working attitude and a professional client focussed approach. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Sep 01, 2025
Full time
This client, who specialises in the management and development of wealth for corporate and individual clients, has an exciting opportunity for an experienced Senior Group Risk & Healthcare Administrator to join their Employee Benefits team. The Senior Group Risk & Healthcare Administrator will need to administer a portfolio of clients in respect of their Group Risk contracts and other related benefits including Group Life, DIS, PHI, PMI, and critical illness. As a Senior Group Risk & Healthcare Administrator you will be responsible for providing pro-active administration support to the Consultants in order to retain and expand existing client accounts and to help develop new business. You will liaise with insurers to negotiate preferred terms, attend client meetings and draft recommendation reports. You will have excellent verbal and written communication skills, a reliable working attitude and a professional client focussed approach. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Senior IFA Administrator Opportunity- Dundee/Perth Area Reed is proud to be representing our client, a well-respected Financial Planning Business who believes their people are the heart of everything they do. Their collaborative, approachable, and client-focused culture sets them apart-and they're looking for someone who shares these values to join their team in Dundee/Perth Area. We're currently seeking a proactive and detail-oriented Senior IFA Administrator to support our clients financial planning team. This is a fantastic opportunity for someone with experience in financial services who thrives in a supportive role and is passionate about delivering excellence. What You'll Be Doing • Deliver accurate and timely annual client reviews using tools like FE Analytics• Prepare drawdown reviews and provide technical input on tax and pension matters• Process client transactions including fund switches, withdrawals, and contributions• Maintain client records across platforms such MoneyInfo• Raise fees and manage documentation for adviser submissions• Submit new business and input data into Intelliflo• Troubleshoot system issues and support service case management• Assist in preparing financial plans and improving internal processes• Provide technical and administrative support to advisers• Prepare compliant documentation including recommendation reports and deeds of assignment What We're Looking For • Experience in a technical or administrative role within a financial planning setting• Strong understanding of pensions, investments, and financial products• Familiarity with platforms like FE Analytics, Voyant, and MoneyInfo• High attention to detail and strong analytical skills• Excellent communication and organisational abilities• Proficiency in Microsoft Office and financial software• A collaborative, adaptable, and solution-oriented mindset Why Join Our Clients Team? They are described as medium-sized firm with a small-firm feel, where your growth and development are truly in your hands. Full support is provided towards your personal and professional goals every step of the way. What You'll Get • Highly competitive salary DOE• 31 days holiday + buy/sell scheme• Generous pension contribution & life insurance• Continuous training & development• Birthday gift & Perkbox discounts• Professional subscriptions• Volunteering day• Regular team socials• Enhanced paid leave (maternity, paternity, adoption, bereavement, sick pay Ready to take your career to the next level? Apply today and make a real difference. For a confidential chat, please contact Pauline Low at Reed on or via LinkedIn
Sep 01, 2025
Full time
Senior IFA Administrator Opportunity- Dundee/Perth Area Reed is proud to be representing our client, a well-respected Financial Planning Business who believes their people are the heart of everything they do. Their collaborative, approachable, and client-focused culture sets them apart-and they're looking for someone who shares these values to join their team in Dundee/Perth Area. We're currently seeking a proactive and detail-oriented Senior IFA Administrator to support our clients financial planning team. This is a fantastic opportunity for someone with experience in financial services who thrives in a supportive role and is passionate about delivering excellence. What You'll Be Doing • Deliver accurate and timely annual client reviews using tools like FE Analytics• Prepare drawdown reviews and provide technical input on tax and pension matters• Process client transactions including fund switches, withdrawals, and contributions• Maintain client records across platforms such MoneyInfo• Raise fees and manage documentation for adviser submissions• Submit new business and input data into Intelliflo• Troubleshoot system issues and support service case management• Assist in preparing financial plans and improving internal processes• Provide technical and administrative support to advisers• Prepare compliant documentation including recommendation reports and deeds of assignment What We're Looking For • Experience in a technical or administrative role within a financial planning setting• Strong understanding of pensions, investments, and financial products• Familiarity with platforms like FE Analytics, Voyant, and MoneyInfo• High attention to detail and strong analytical skills• Excellent communication and organisational abilities• Proficiency in Microsoft Office and financial software• A collaborative, adaptable, and solution-oriented mindset Why Join Our Clients Team? They are described as medium-sized firm with a small-firm feel, where your growth and development are truly in your hands. Full support is provided towards your personal and professional goals every step of the way. What You'll Get • Highly competitive salary DOE• 31 days holiday + buy/sell scheme• Generous pension contribution & life insurance• Continuous training & development• Birthday gift & Perkbox discounts• Professional subscriptions• Volunteering day• Regular team socials• Enhanced paid leave (maternity, paternity, adoption, bereavement, sick pay Ready to take your career to the next level? Apply today and make a real difference. For a confidential chat, please contact Pauline Low at Reed on or via LinkedIn
Senior IFA Administrator Boutique Chartered IFA firm (Surrey) Up to £45k basic salary plus bonuses Offices near Esher/Kingston Attractive benefits package on offer My client are a Chartered Independent Financial Advice firm based in Surrey near Esher. I have met the Directors and placed 5 staff into the business. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Protections and esoteric schemes such as VTC & EIS. They also do Wills and Trusts as well as Powers of Attorney. The business has built a loyal book of 500 clients who are a mix of families, retirees and business owners based across Surrey. Clients hold investable assets between £500k - £10m. The advisers are busier than ever and are generating lots of new business through recommendation and referral. The business has a lot of very long standing relations with local charities and businesses and are very engaged in the local community. They gain a lot of their new business through recommendation and referral and do not give targets for their staff as they feel this is the wrong type of ethos. As a result of this, they are looking for a brand new Senior IFA Administrator to work on a 1-2-1 basis with one of the Chartered Advisers. The role will be working directly with the adviser and assisting them with all necessary administrative support to enable them to offer the highest quality service to their clients. You will attend some client meetings and do all pre and post meeting work on behalf of the adviser and all necessary client servicing work. If you have knowledge of Intelligent Office this will be highly advantageous. The role will pay between £35k - £45k plus a full benefits package. The role will be office based with the occasional bit of working from home. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.
Sep 01, 2025
Full time
Senior IFA Administrator Boutique Chartered IFA firm (Surrey) Up to £45k basic salary plus bonuses Offices near Esher/Kingston Attractive benefits package on offer My client are a Chartered Independent Financial Advice firm based in Surrey near Esher. I have met the Directors and placed 5 staff into the business. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Protections and esoteric schemes such as VTC & EIS. They also do Wills and Trusts as well as Powers of Attorney. The business has built a loyal book of 500 clients who are a mix of families, retirees and business owners based across Surrey. Clients hold investable assets between £500k - £10m. The advisers are busier than ever and are generating lots of new business through recommendation and referral. The business has a lot of very long standing relations with local charities and businesses and are very engaged in the local community. They gain a lot of their new business through recommendation and referral and do not give targets for their staff as they feel this is the wrong type of ethos. As a result of this, they are looking for a brand new Senior IFA Administrator to work on a 1-2-1 basis with one of the Chartered Advisers. The role will be working directly with the adviser and assisting them with all necessary administrative support to enable them to offer the highest quality service to their clients. You will attend some client meetings and do all pre and post meeting work on behalf of the adviser and all necessary client servicing work. If you have knowledge of Intelligent Office this will be highly advantageous. The role will pay between £35k - £45k plus a full benefits package. The role will be office based with the occasional bit of working from home. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.
We have a rare and exciting opportunity for an experienced Pensions professional to join a large in-house Group Pensions Department. This is a unique chance to work at the heart of a well-established team, providing high-quality administration and member services across a diverse workforce. The Role As a Member Services Administrator, you will play a key role in delivering day-to-day Pensions administration and supporting members at all stages of their journey. Your responsibilities will include: Managing administration for active, deferred, and pensioner members (including retirements, transfers, deaths, new joiners, and data maintenance). Handling member queries across phone, email, online, and written channels, ensuring clear and timely responses. Supporting scheme events such as benefit statement production, pension increases, and trivial commutations. Processing auto enrolment casework and queries. Ensuring accurate and timely updates to member data and producing reports. Contributing to member communications, training, and presentations. About You We're looking for someone with: Solid Pensions administration experience across DB and/or DC schemes. Strong knowledge of Pensions legislation, HMRC requirements, and scheme rules. Excellent communication, organisational, and numerical skills. Strong IT literacy, with confidence using MS Office. A proactive, detail-focused approach with the ability to work independently and as part of a team. Why This Role? Unlike many pensions roles in Third-Party Administrators or Consultancies, this is a rare opportunity to join a large, in-house group Pensions function. You'll gain exposure to a wide variety of work, collaborate directly with colleagues in broader teams, and play a valued role in supporting members directly. Please quote 51780 when calling Richard at Alexander Lloyd or email them at rdo . 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.
Sep 01, 2025
Full time
We have a rare and exciting opportunity for an experienced Pensions professional to join a large in-house Group Pensions Department. This is a unique chance to work at the heart of a well-established team, providing high-quality administration and member services across a diverse workforce. The Role As a Member Services Administrator, you will play a key role in delivering day-to-day Pensions administration and supporting members at all stages of their journey. Your responsibilities will include: Managing administration for active, deferred, and pensioner members (including retirements, transfers, deaths, new joiners, and data maintenance). Handling member queries across phone, email, online, and written channels, ensuring clear and timely responses. Supporting scheme events such as benefit statement production, pension increases, and trivial commutations. Processing auto enrolment casework and queries. Ensuring accurate and timely updates to member data and producing reports. Contributing to member communications, training, and presentations. About You We're looking for someone with: Solid Pensions administration experience across DB and/or DC schemes. Strong knowledge of Pensions legislation, HMRC requirements, and scheme rules. Excellent communication, organisational, and numerical skills. Strong IT literacy, with confidence using MS Office. A proactive, detail-focused approach with the ability to work independently and as part of a team. Why This Role? Unlike many pensions roles in Third-Party Administrators or Consultancies, this is a rare opportunity to join a large, in-house group Pensions function. You'll gain exposure to a wide variety of work, collaborate directly with colleagues in broader teams, and play a valued role in supporting members directly. Please quote 51780 when calling Richard at Alexander Lloyd or email them at rdo . 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.
Our client is seeking an experienced Financial Services Administrator to join their team. In this role, you'll support a Consultant by managing and administering a portfolio of pension and personal wealth clients, ensuring their financial affairs are handled smoothly and efficiently. This is a fantastic opportunity for a professional with a strong financial services background, excellent attention to detail, and a proactive mindset to take their career to the next level while working closely with a senior consultant. Experience: Minimum 5 years' experience in a financial services role. Strong understanding of pensions, personal wealth, and complex client portfolios. Previous experience supporting senior consultants or leadership teams is advantageous. Skills Excellent communication and interpersonal skills, with the ability to engage at all levels. High attention to detail, with a proactive approach to resolving client issues. Strong organisational skills, able to prioritise and manage multiple tasks in a fast-paced environment. Ability to work both independently and collaboratively within a team. What You'll Be Doing Client Portfolio Management - Administering and managing a portfolio of pension and personal wealth clients. Consultant Support - Working closely with a Consultant to ensure the smooth running of client accounts. Client Liaison - Handling queries, providing information, and maintaining excellent service standards. Regulatory Compliance - Ensuring all activities meet internal procedures and industry regulations. Administrative Support - Preparing documents, managing workflows, and coordinating meetings. Continuous Learning - Staying up to date with industry changes and participating in training to build expertise.
Sep 01, 2025
Full time
Our client is seeking an experienced Financial Services Administrator to join their team. In this role, you'll support a Consultant by managing and administering a portfolio of pension and personal wealth clients, ensuring their financial affairs are handled smoothly and efficiently. This is a fantastic opportunity for a professional with a strong financial services background, excellent attention to detail, and a proactive mindset to take their career to the next level while working closely with a senior consultant. Experience: Minimum 5 years' experience in a financial services role. Strong understanding of pensions, personal wealth, and complex client portfolios. Previous experience supporting senior consultants or leadership teams is advantageous. Skills Excellent communication and interpersonal skills, with the ability to engage at all levels. High attention to detail, with a proactive approach to resolving client issues. Strong organisational skills, able to prioritise and manage multiple tasks in a fast-paced environment. Ability to work both independently and collaboratively within a team. What You'll Be Doing Client Portfolio Management - Administering and managing a portfolio of pension and personal wealth clients. Consultant Support - Working closely with a Consultant to ensure the smooth running of client accounts. Client Liaison - Handling queries, providing information, and maintaining excellent service standards. Regulatory Compliance - Ensuring all activities meet internal procedures and industry regulations. Administrative Support - Preparing documents, managing workflows, and coordinating meetings. Continuous Learning - Staying up to date with industry changes and participating in training to build expertise.
Senior IFA Administrator Nottingham Salary up to £30,000 BENEFITS Holiday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years. Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility. GDIS scheme - 2 x salary Life Assurance. Health cash plan Development and training - Examination and study financial support, internal training, and individual development plans Employee assistance programme Flexible working hours Friday early finish - 4pm Bonus scheme - up to 5% of salary payable annually NJR Recruitment are delighted to be working in Partnership with a very well-known National Firm of Independent Financial Planners who are looking to recruit an experienced Administrator to join their team in Nottingham. The successful candidate will be provide full support one Adviser in all aspects of client support, where the successful candidate will carry out a wide variety of duties / responsibilities including; " Meeting preparation " Collating all the required documents and research for report preparation " Submitting new business on and off platforms " Income payments and withdrawals " Preparing files for client visits " Producing Valuations and Illustrations " Liaise with both internal and external stakeholders by telephone, letter and E-mail " Maintenance of all administration systems " Ensuring that all client data is accurate and up to date " Maintenance of diary management system " Ensuring that daily workflow is completed in line with SLA's " Ensure appropriate documentation is scanned and attached to the relevant client records. This role will suit someone who has been working within financial services industry and who has experience within the Pensions & Investments arena and ideally be experienced with Intelligent Office. The successful candidate will also need to have excellent attention to detail skills, as well as the ability to provide a first class service to both their Clients and Consultants. For further information please contact one of our specialist consultants quoting REF: NJR15915
Sep 01, 2025
Full time
Senior IFA Administrator Nottingham Salary up to £30,000 BENEFITS Holiday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years. Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility. GDIS scheme - 2 x salary Life Assurance. Health cash plan Development and training - Examination and study financial support, internal training, and individual development plans Employee assistance programme Flexible working hours Friday early finish - 4pm Bonus scheme - up to 5% of salary payable annually NJR Recruitment are delighted to be working in Partnership with a very well-known National Firm of Independent Financial Planners who are looking to recruit an experienced Administrator to join their team in Nottingham. The successful candidate will be provide full support one Adviser in all aspects of client support, where the successful candidate will carry out a wide variety of duties / responsibilities including; " Meeting preparation " Collating all the required documents and research for report preparation " Submitting new business on and off platforms " Income payments and withdrawals " Preparing files for client visits " Producing Valuations and Illustrations " Liaise with both internal and external stakeholders by telephone, letter and E-mail " Maintenance of all administration systems " Ensuring that all client data is accurate and up to date " Maintenance of diary management system " Ensuring that daily workflow is completed in line with SLA's " Ensure appropriate documentation is scanned and attached to the relevant client records. This role will suit someone who has been working within financial services industry and who has experience within the Pensions & Investments arena and ideally be experienced with Intelligent Office. The successful candidate will also need to have excellent attention to detail skills, as well as the ability to provide a first class service to both their Clients and Consultants. For further information please contact one of our specialist consultants quoting REF: NJR15915
