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pensions executive
Financial Divisions
Senior Financial Planning Manager - Up to £120k salary - Manage HNW clients and advisers
Financial Divisions
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.
Harris Garrard Academy
HR Manager
Harris Garrard Academy
? About Us Harris Garrard Academy is an all-through 3-18 academy with approximately 1500 pupils on roll and joined the Harris Federation as a sponsored academy in September 2017. In our recent 2021 Ofsted inspection the Academy was rated GOOD in all areas on a strong and consistent trajectory of improvement. The academy is based in Thamesmead in a purpose built building. We are now on a journey towards "Outstanding", led by highly experienced executive principals with proven track records of school transformation. Our vision is clear: nothing is impossible and everything is possible, irrespective of personal characteristics or background. Every problem has a solution. We believe we are more robust, resilient and determined as a team than as a group of individuals. We support, challenge and hold each other to account at all levels within the academy to ensure that our students achieve their potential, are motivated, engaged and fully prepared for life beyond our academy. Why work at Harris Garrard Academy? The opportunity to be involved in the continued transformation of a school A stunning working environment, in a purpose-built school designed by Norman Foster and nominated for the Stirling Prize for architecture in 2004 A highly motivated team, led by exceptionally experienced and talented senior leaders FREE on site gym available to staff with a number of staff sport clubs All the advantages of a successful academy group, with a strong central team of support, teaching and leadership staff Generous Harris rewards and benefits package ? Summary We are looking for a highly organised and experienced HR Manager to lead and manage all aspects of human resources within Harris Garrard Academy. This pivotal role encompasses recruitment, payroll administration, staff welfare, compliance, and governance support. You will work closely with the Principal and senior leadership team to ensure the effective delivery of HR services aligned with Federation policies and employment legislation. The role is a 12 month fixed-term contract. ? Main Areas of Responsibility Your responsibilities will include: Managing the recruitment and appointments process Ensuring the accuracy of the Academy's single central record Payroll and all associated business Auditing staff sickness records and preparing termly reports Organising and maintaining confidential staff files Additional HR tasks as directed, including include referrals to occupational health, organising interviews with the Principal and liaising with staff representatives Working closely with the Business Manager/Principal's PA to produce salary assessments Directing staff to the correct source of information regarding pensions, salaries, maternity, grievance, complaints etc. For a full list of responsibilities, please download the Job Pack. Qualifications & Experience We would like to hear from you if you have: At least three years' experience working in an office environment Experience of training staff successfully in a range of duties Experience of working as part of a team Educated to degree level or Equivalent Knowledge of Microsoft software packages Knowledge of Health and Safety legislation Secure Knowledge of Human resources legislation Basic knowledge of financial procedures Training and Certification in a broad range of Health and Safety areas Knowledge of procurement processes Knowledge of the key principles of staff management For the full job specification, please download the Job Pack. ? Professional Development & Benefits Our people are at the heart of our success. We have developed a strong culture of collaboration and best practice, with professional development and career planning at its centre. We invest in our staff with support, coaching, mentoring, and a wide range of top-quality training programmes delivered at every level. In addition to the opportunities for career development and progression, we also offer a competitive rewards and benefits package which includes our Harris Allowance for teachers on MPS/UPS, a Performance and Loyalty Bonus, Pension Scheme with generous employer contributions, a Wellbeing Cash Plan and many other benefits. Learn more about on our website. Safeguarding Notice The Harris Federation and all our academies are committed to ensuring the highest levels of safeguarding and promoting the welfare of children and young people, and we expect all our staff and volunteers to share this commitment. All offers of employment are subject to an enhanced Disclosure and Barring Service (DBS) check, references, an online search, and where applicable, a prohibition from teaching check will be completed. Equal Opportunities The Harris Federation is an equal opportunities employer and welcomes applications from all suitably qualified candidates. We value the diversity of our staff and students, and everyone at the Harris Federation is equally valued and respected. We aim to be an inclusive employer that reflects the communities we serve. We are committed to providing a fair, equitable and mutually supportive learning and working environment. ? Next Steps If you have any questions about this opportunity, please send us an email, or call to arrange a conversation. Before applying, please download the Job Pack for full details on the job responsibilities and person specification. This will be helpful for you when completing your application, and throughout the recruitment process. We encourage you to apply as soon as possible as we may interview and offer to a candidate before the closing date. Please note that we only accept applications submitted before the closing date via our careers website.
Sep 02, 2025
Full time
? About Us Harris Garrard Academy is an all-through 3-18 academy with approximately 1500 pupils on roll and joined the Harris Federation as a sponsored academy in September 2017. In our recent 2021 Ofsted inspection the Academy was rated GOOD in all areas on a strong and consistent trajectory of improvement. The academy is based in Thamesmead in a purpose built building. We are now on a journey towards "Outstanding", led by highly experienced executive principals with proven track records of school transformation. Our vision is clear: nothing is impossible and everything is possible, irrespective of personal characteristics or background. Every problem has a solution. We believe we are more robust, resilient and determined as a team than as a group of individuals. We support, challenge and hold each other to account at all levels within the academy to ensure that our students achieve their potential, are motivated, engaged and fully prepared for life beyond our academy. Why work at Harris Garrard Academy? The opportunity to be involved in the continued transformation of a school A stunning working environment, in a purpose-built school designed by Norman Foster and nominated for the Stirling Prize for architecture in 2004 A highly motivated team, led by exceptionally experienced and talented senior leaders FREE on site gym available to staff with a number of staff sport clubs All the advantages of a successful academy group, with a strong central team of support, teaching and leadership staff Generous Harris rewards and benefits package ? Summary We are looking for a highly organised and experienced HR Manager to lead and manage all aspects of human resources within Harris Garrard Academy. This pivotal role encompasses recruitment, payroll administration, staff welfare, compliance, and governance support. You will work closely with the Principal and senior leadership team to ensure the effective delivery of HR services aligned with Federation policies and employment legislation. The role is a 12 month fixed-term contract. ? Main Areas of Responsibility Your responsibilities will include: Managing the recruitment and appointments process Ensuring the accuracy of the Academy's single central record Payroll and all associated business Auditing staff sickness records and preparing termly reports Organising and maintaining confidential staff files Additional HR tasks as directed, including include referrals to occupational health, organising interviews with the Principal and liaising with staff representatives Working closely with the Business Manager/Principal's PA to produce salary assessments Directing staff to the correct source of information regarding pensions, salaries, maternity, grievance, complaints etc. For a full list of responsibilities, please download the Job Pack. Qualifications & Experience We would like to hear from you if you have: At least three years' experience working in an office environment Experience of training staff successfully in a range of duties Experience of working as part of a team Educated to degree level or Equivalent Knowledge of Microsoft software packages Knowledge of Health and Safety legislation Secure Knowledge of Human resources legislation Basic knowledge of financial procedures Training and Certification in a broad range of Health and Safety areas Knowledge of procurement processes Knowledge of the key principles of staff management For the full job specification, please download the Job Pack. ? Professional Development & Benefits Our people are at the heart of our success. We have developed a strong culture of collaboration and best practice, with professional development and career planning at its centre. We invest in our staff with support, coaching, mentoring, and a wide range of top-quality training programmes delivered at every level. In addition to the opportunities for career development and progression, we also offer a competitive rewards and benefits package which includes our Harris Allowance for teachers on MPS/UPS, a Performance and Loyalty Bonus, Pension Scheme with generous employer contributions, a Wellbeing Cash Plan and many other benefits. Learn more about on our website. Safeguarding Notice The Harris Federation and all our academies are committed to ensuring the highest levels of safeguarding and promoting the welfare of children and young people, and we expect all our staff and volunteers to share this commitment. All offers of employment are subject to an enhanced Disclosure and Barring Service (DBS) check, references, an online search, and where applicable, a prohibition from teaching check will be completed. Equal Opportunities The Harris Federation is an equal opportunities employer and welcomes applications from all suitably qualified candidates. We value the diversity of our staff and students, and everyone at the Harris Federation is equally valued and respected. We aim to be an inclusive employer that reflects the communities we serve. We are committed to providing a fair, equitable and mutually supportive learning and working environment. ? Next Steps If you have any questions about this opportunity, please send us an email, or call to arrange a conversation. Before applying, please download the Job Pack for full details on the job responsibilities and person specification. This will be helpful for you when completing your application, and throughout the recruitment process. We encourage you to apply as soon as possible as we may interview and offer to a candidate before the closing date. Please note that we only accept applications submitted before the closing date via our careers website.
Artis Recruitment
Payroll Manager
Artis Recruitment Rogerstone, Gwent
Artis Finance and Accountancy are seeking an experienced and detail-driven Payroll Manager to take full ownership of the end-to-end payroll process, for manufacturing business based in Newport. This is a critical role, working closely with a Payroll Coordinator to ensure the accurate and timely processing of monthly payroll, managing everything from gross to net calculations, pension contributions, and HMRC compliance. The ideal candidate will bring strong technical knowledge, a solid grounding in payroll accounting, and excellent Excel skills. You'll manage all aspects of statutory deductions including tax, NI, student loans, and AOE, as well as oversee processes for starters, leavers, and employee record changes. A key part of this role involves managing auto-enrolment pensions, liaising with pension providers, and maintaining accurate compliance records. You'll also take the lead on P11D and PSA reporting, benefit administration, and ensuring expenses are processed in line with policy. Strong knowledge of payroll-related accounting, including payroll journals, reconciliations, and month-end close, is essential. The role also involves regular interaction with stakeholders across HR and Finance, responding to queries and providing expert payroll guidance. Prior experience using Civica People Hub and/or Workday would be highly desirable. Ideally, you will have 3-5 years' experience in a similar position, with up-to-date knowledge of UK payroll legislation and excellent attention to detail. A CIPP qualification is advantageous but not essential. This is an exciting opportunity for a proactive and capable payroll professional to join a supportive team in a varied, high-responsibility role Artis Recruitment provide specialist recruitment services within HR, Finance, IT, Procurement, Marketing, Customer Contact and Executive Search. By applying to this position, you acknowledge that you have read and accept our Privacy Policy: (url removed)
Sep 02, 2025
Full time
Artis Finance and Accountancy are seeking an experienced and detail-driven Payroll Manager to take full ownership of the end-to-end payroll process, for manufacturing business based in Newport. This is a critical role, working closely with a Payroll Coordinator to ensure the accurate and timely processing of monthly payroll, managing everything from gross to net calculations, pension contributions, and HMRC compliance. The ideal candidate will bring strong technical knowledge, a solid grounding in payroll accounting, and excellent Excel skills. You'll manage all aspects of statutory deductions including tax, NI, student loans, and AOE, as well as oversee processes for starters, leavers, and employee record changes. A key part of this role involves managing auto-enrolment pensions, liaising with pension providers, and maintaining accurate compliance records. You'll also take the lead on P11D and PSA reporting, benefit administration, and ensuring expenses are processed in line with policy. Strong knowledge of payroll-related accounting, including payroll journals, reconciliations, and month-end close, is essential. The role also involves regular interaction with stakeholders across HR and Finance, responding to queries and providing expert payroll guidance. Prior experience using Civica People Hub and/or Workday would be highly desirable. Ideally, you will have 3-5 years' experience in a similar position, with up-to-date knowledge of UK payroll legislation and excellent attention to detail. A CIPP qualification is advantageous but not essential. This is an exciting opportunity for a proactive and capable payroll professional to join a supportive team in a varied, high-responsibility role Artis Recruitment provide specialist recruitment services within HR, Finance, IT, Procurement, Marketing, Customer Contact and Executive Search. By applying to this position, you acknowledge that you have read and accept our Privacy Policy: (url removed)
Bell Cornwall Recruitment
Paraplanner
Bell Cornwall Recruitment Minworth, West Midlands
Experienced Paraplanner Birmingham Up to 40,000 (dependant on experience) Location: Birmingham Salary: Up to 40,000 Ref: JC/BCR/31848 Looking for a Paraplanning role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning service provider in Birmingham and become part of a dynamic team supporting multiple financial advisers and firms across the UK. This is the perfect opportunity for an experienced Paraplanner who wants exposure to a wide range of cases, sectors, and planning scenarios - while working in a supportive, collaborative environment where your expertise makes a real difference. What you'll be doing: Preparing detailed, compliant suitability reports across pensions, investments, protection, and tax planning Conducting technical research and analysis to support high-quality financial advice Working closely with a variety of advisers, building strong professional relationships Managing a diverse caseload, keeping your role fresh and challenging every day Maintaining high technical standards while meeting deadlines in a fast-paced environment What we're looking for: An experienced Paraplanner (minimum 2+ years in role) Ideally Level 4 Diploma qualified (or working towards) Strong technical knowledge across pensions, investments, and tax planning Excellent communication skills and a proactive, solutions-focused mindset Ability to balance multiple cases while delivering accuracy and quality What's in it for you? Salary up to 40,000 (depending on experience) Career progression and ongoing professional development Support towards advanced qualifications (including chartered status) Generous holiday allowance Exposure to multiple clients, giving you broader experience than a traditional in-house role Collaborative, supportive Birmingham-based team If you're ready to take your Paraplanning career to the next level - with more variety, challenge, and growth - this is the role for you. Apply today and discover what a Paraplanning career with real variety feels like. Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Sep 01, 2025
Full time
Experienced Paraplanner Birmingham Up to 40,000 (dependant on experience) Location: Birmingham Salary: Up to 40,000 Ref: JC/BCR/31848 Looking for a Paraplanning role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning service provider in Birmingham and become part of a dynamic team supporting multiple financial advisers and firms across the UK. This is the perfect opportunity for an experienced Paraplanner who wants exposure to a wide range of cases, sectors, and planning scenarios - while working in a supportive, collaborative environment where your expertise makes a real difference. What you'll be doing: Preparing detailed, compliant suitability reports across pensions, investments, protection, and tax planning Conducting technical research and analysis to support high-quality financial advice Working closely with a variety of advisers, building strong professional relationships Managing a diverse caseload, keeping your role fresh and challenging every day Maintaining high technical standards while meeting deadlines in a fast-paced environment What we're looking for: An experienced Paraplanner (minimum 2+ years in role) Ideally Level 4 Diploma qualified (or working towards) Strong technical knowledge across pensions, investments, and tax planning Excellent communication skills and a proactive, solutions-focused mindset Ability to balance multiple cases while delivering accuracy and quality What's in it for you? Salary up to 40,000 (depending on experience) Career progression and ongoing professional development Support towards advanced qualifications (including chartered status) Generous holiday allowance Exposure to multiple clients, giving you broader experience than a traditional in-house role Collaborative, supportive Birmingham-based team If you're ready to take your Paraplanning career to the next level - with more variety, challenge, and growth - this is the role for you. Apply today and discover what a Paraplanning career with real variety feels like. Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Senior Paraplanner
Eden Rose Dorking, Surrey
Senior Paraplanner with Advisory Duties Up to £55,000 Bonus Dorking (On-site, Hybrid, or Remote) We're working with a boutique Financial Planning / IFA firm in Dorking , led by a highly experienced adviser who is looking to hire a Senior Paraplanner with client-facing advisory responsibilities . This is a unique opportunity to join a small, high-performing team and play a pivotal role in supporting both the advice process and business operations. The Role You'll be working directly with the lead advisor, to share the workload and allow them to focus more on strategic business development. Your responsibilities will include: Producing high-quality suitability reports and conducting investment research Completing application forms , managing data entry , and handling online trades Supporting clients with pensions, GAD, FAD, IHT, and investment planning Maintaining strict administrative systems , including client file management and naming conventions Participating in client meetings , many of which are conducted remotely Collaborating with a remote outsourced team who prepare meeting packs and assist with admin This role requires someone who is methodical , tech-savvy , and highly organised, with a strong understanding of servicing and a commitment to delivering work to an exceptional standard. Requirements Level 4 Diploma in Regulated Financial Planning (DipPFS) - essential Strong experience in Paraplanning and client servicing Excellent administrative discipline and attention to detail Ability to work within a structured and process-driven environment Confident in client-facing scenarios and able to work independently Benefits Salary up to £55,000 (flexible for the right candidate) Discretionary bonuses based on individual project completion Opportunity to work with senior executive clients and manage £100M+ AUM Support for further professional development and exams This is a fantastic opportunity for someone who thrives in a structured environment and is looking to take on a broader role that blends technical paraplanning with client engagement. If this role sounds of interest, please apply directly or send an email and I shall contact you straight away to discuss further.
Sep 01, 2025
Full time
Senior Paraplanner with Advisory Duties Up to £55,000 Bonus Dorking (On-site, Hybrid, or Remote) We're working with a boutique Financial Planning / IFA firm in Dorking , led by a highly experienced adviser who is looking to hire a Senior Paraplanner with client-facing advisory responsibilities . This is a unique opportunity to join a small, high-performing team and play a pivotal role in supporting both the advice process and business operations. The Role You'll be working directly with the lead advisor, to share the workload and allow them to focus more on strategic business development. Your responsibilities will include: Producing high-quality suitability reports and conducting investment research Completing application forms , managing data entry , and handling online trades Supporting clients with pensions, GAD, FAD, IHT, and investment planning Maintaining strict administrative systems , including client file management and naming conventions Participating in client meetings , many of which are conducted remotely Collaborating with a remote outsourced team who prepare meeting packs and assist with admin This role requires someone who is methodical , tech-savvy , and highly organised, with a strong understanding of servicing and a commitment to delivering work to an exceptional standard. Requirements Level 4 Diploma in Regulated Financial Planning (DipPFS) - essential Strong experience in Paraplanning and client servicing Excellent administrative discipline and attention to detail Ability to work within a structured and process-driven environment Confident in client-facing scenarios and able to work independently Benefits Salary up to £55,000 (flexible for the right candidate) Discretionary bonuses based on individual project completion Opportunity to work with senior executive clients and manage £100M+ AUM Support for further professional development and exams This is a fantastic opportunity for someone who thrives in a structured environment and is looking to take on a broader role that blends technical paraplanning with client engagement. If this role sounds of interest, please apply directly or send an email and I shall contact you straight away to discuss further.
Senior Pensions Consultant (Trustee Services)
Huddle Recruitment Ltd
Senior Pensions Consultant (Trustee Services) London 2 days per week Salary up to £90k Benefits 10% pension, PMI, Study Support The Role: We're looking for an experienced Secretariat and Governance Consultant to join our expanding Pensions Management Consulting team in London. This senior-level role offers the opportunity to provide expert trustee executive support, secretarial services, and governance advice to both pension scheme trustees and sponsoring employers. You'll play a vital role in helping clients navigate the complexities of pension governance and ensure the smooth operation of their schemes. What you'll be doing: Acting as a lead trustee secretary to more than one client in all areas of service delivery, and commercial and relationship management Acting as a lead or working as part of a wider team to deliver professional and proactive trustee executive services to large clients Managing projects to time and budget Building and maintaining networks with key contacts within the pensions industry and leveraging these to identify new business opportunities for the department Leading governance reviews in areas such as board effectiveness and risk management, and helping trustees to meet ESOG and ORA requirements Providing in-house support to clients from time to time when required, in the capacity of Pensions Manager, Trustee Secretary or pensions team member Leading new business tender processes, including pitches, and contributing to the development and marketing of services including delivering internal and external presentations and training sessions Skills and Experience: A broad experience primarily gained by providing trustee secretariat, trustee executive and governance consulting services at another consultancy, specialist governance firm in a lead role or working in large in-house teams Educated to degree level and must hold a professional pensions qualification (e.g. APMI or FPMI) or equivalent experience DB & DC trust-based experience and a keen interest in good governance with a passion for helping boards operate more effectively Experience of pitching for new business and commercial management will be valued Providing strategic direction to either trustees or corporates on the effective management of pension schemes
Sep 01, 2025
Full time
Senior Pensions Consultant (Trustee Services) London 2 days per week Salary up to £90k Benefits 10% pension, PMI, Study Support The Role: We're looking for an experienced Secretariat and Governance Consultant to join our expanding Pensions Management Consulting team in London. This senior-level role offers the opportunity to provide expert trustee executive support, secretarial services, and governance advice to both pension scheme trustees and sponsoring employers. You'll play a vital role in helping clients navigate the complexities of pension governance and ensure the smooth operation of their schemes. What you'll be doing: Acting as a lead trustee secretary to more than one client in all areas of service delivery, and commercial and relationship management Acting as a lead or working as part of a wider team to deliver professional and proactive trustee executive services to large clients Managing projects to time and budget Building and maintaining networks with key contacts within the pensions industry and leveraging these to identify new business opportunities for the department Leading governance reviews in areas such as board effectiveness and risk management, and helping trustees to meet ESOG and ORA requirements Providing in-house support to clients from time to time when required, in the capacity of Pensions Manager, Trustee Secretary or pensions team member Leading new business tender processes, including pitches, and contributing to the development and marketing of services including delivering internal and external presentations and training sessions Skills and Experience: A broad experience primarily gained by providing trustee secretariat, trustee executive and governance consulting services at another consultancy, specialist governance firm in a lead role or working in large in-house teams Educated to degree level and must hold a professional pensions qualification (e.g. APMI or FPMI) or equivalent experience DB & DC trust-based experience and a keen interest in good governance with a passion for helping boards operate more effectively Experience of pitching for new business and commercial management will be valued Providing strategic direction to either trustees or corporates on the effective management of pension schemes
Ashe Consulting
Senior Group Risk & Healthcare Administrator
Ashe Consulting Weybridge, Surrey
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.
Ashe Consulting
Healthcare Administrator
Ashe Consulting Woking, Surrey
One of the UK's leading independent insurance brokers and employee benefits consultants has an opportunity within its expanding Healthcare team. The Healthcare Administrator will have responsibility for a portfolio of clients providing administration in relation to healthcare insurance work to include Private Medical Insurance, dental, travel, cash plans and employee assistance programs. 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 focused approach. This is the perfect role for someone who is looking to advance their career as there is the potential to progress into a Healthcare Consultant role longer term. 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
One of the UK's leading independent insurance brokers and employee benefits consultants has an opportunity within its expanding Healthcare team. The Healthcare Administrator will have responsibility for a portfolio of clients providing administration in relation to healthcare insurance work to include Private Medical Insurance, dental, travel, cash plans and employee assistance programs. 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 focused approach. This is the perfect role for someone who is looking to advance their career as there is the potential to progress into a Healthcare Consultant role longer term. 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.
Lorien
Head of Regulatory Relationships
Lorien
Head of Regulatory Relationships A strategic leadership opportunity to shape regulatory engagement at a major financial services organisation. This role leads a small team focused on building and maintaining trusted relationships with key regulatory bodies, supporting senior stakeholders in navigating complex regulatory expectations. Key Responsibilities: Develop and execute a proactive regulatory engagement strategy. Support Board and Executive-level interactions with regulators. Provide strategic insight on regulatory developments and expectations. Ideal Candidate Profile: Proven senior leadership experience with Board-level exposure. Deep understanding of life and pensions regulation. Skilled communicator and influencer, able to manage complex stakeholder environments. Experience engaging with regulators such as PRA, FCA, CBI, or tPR. Strong decision-making capability in risk-aware environments. If the above aligns with your skill set please apply. Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.
Sep 01, 2025
Contractor
Head of Regulatory Relationships A strategic leadership opportunity to shape regulatory engagement at a major financial services organisation. This role leads a small team focused on building and maintaining trusted relationships with key regulatory bodies, supporting senior stakeholders in navigating complex regulatory expectations. Key Responsibilities: Develop and execute a proactive regulatory engagement strategy. Support Board and Executive-level interactions with regulators. Provide strategic insight on regulatory developments and expectations. Ideal Candidate Profile: Proven senior leadership experience with Board-level exposure. Deep understanding of life and pensions regulation. Skilled communicator and influencer, able to manage complex stakeholder environments. Experience engaging with regulators such as PRA, FCA, CBI, or tPR. Strong decision-making capability in risk-aware environments. If the above aligns with your skill set please apply. Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.
NJR Recruitment
SIPP & SSAS Administrator
NJR Recruitment Leicester, Leicestershire
SIPP & SSAS Administrator Leicester, Up to £32,000+ Benefits + Exam Support Benefits Discretionary bonus 4 x salary life assurance Pension; 5% employer contribution, increasing incrementally in recognition of continuous service. Salary sacrifice scheme available 24 days' holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays Health Cash Plan Scheme Free parking Hybrid working scheme - Following completion of initial training and induction Our client is a leading Firm of Pension Specialists who offer a boutique family orientated working environment, who have been offering bespoke Pension's Advice for the past 39 years and hold and excellent reputation within the Industry and there extensive Client base. Our Client are seeking a talented SSAS Administrator to join their thriving and buoyant organisation as a result of their ongoing growth now have an excellent opportunity available to join their vibrant team based in Leicester. Working alongside the Team Leader and forming part of a team of CRMs' this role will involve providing direct support to the Pension Consultants including key Directors. The successful candidate will be responsible for managing and Administrating a portfolio of SSAS schemes. Daily duties will be varied consisting of; " Set up new Schemes in a timely fashion and complete online registration with HMRC and Data Protection Registrar at outset " Wind up Schemes - including closing scheme accounts and pay benefits/transfers " Carry out the renewals of SSAS arrangements and prepare for client meetings. " Invoice clients in accordance with Client Agreements " Oversee and provide guidance in respect of property purchase / sales " Process claims arising from death and illness, including the calculation of benefits payable " Process retirement claims and process retirees' pensions " Process changes to Schemes " Produce bespoke Deeds and Documents " Monitor client bank accounts " Carry out other routine administration tasks and deal with client queries within field of expertise / range of authorisation " The administration of some FURBS/EFRBS may be allocated to the Accounts Executive in addition to the SSASs " Provide technical and administrative support to the Account Adviser " Maintain records in accordance with in-house procedures " Provide information to accountants in respect of Scheme Accounts where appropriate and check prepared accounts " Assist other account advisers and SSAS Account Executives with the preparation of reports both prior and post meetings " Working with the Advisers " Working with SSAS Team Leader and Deputy Team Leader " Working with the Pension Transfer Specialists " Working on joint projects or tasks with other members of the Department, Pensions Team, or Investment Team The successful candidate will be intelligent and ambitious with the desire to learn and succeed within Financial Planning. Our client is looking for someone with a can-do attitude who has solid communication and articulations skills as well as the eagerness and drive to succeed. For further information please contact one of our specialist consultants quoting REF: NJR13206
Sep 01, 2025
Full time
SIPP & SSAS Administrator Leicester, Up to £32,000+ Benefits + Exam Support Benefits Discretionary bonus 4 x salary life assurance Pension; 5% employer contribution, increasing incrementally in recognition of continuous service. Salary sacrifice scheme available 24 days' holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays Health Cash Plan Scheme Free parking Hybrid working scheme - Following completion of initial training and induction Our client is a leading Firm of Pension Specialists who offer a boutique family orientated working environment, who have been offering bespoke Pension's Advice for the past 39 years and hold and excellent reputation within the Industry and there extensive Client base. Our Client are seeking a talented SSAS Administrator to join their thriving and buoyant organisation as a result of their ongoing growth now have an excellent opportunity available to join their vibrant team based in Leicester. Working alongside the Team Leader and forming part of a team of CRMs' this role will involve providing direct support to the Pension Consultants including key Directors. The successful candidate will be responsible for managing and Administrating a portfolio of SSAS schemes. Daily duties will be varied consisting of; " Set up new Schemes in a timely fashion and complete online registration with HMRC and Data Protection Registrar at outset " Wind up Schemes - including closing scheme accounts and pay benefits/transfers " Carry out the renewals of SSAS arrangements and prepare for client meetings. " Invoice clients in accordance with Client Agreements " Oversee and provide guidance in respect of property purchase / sales " Process claims arising from death and illness, including the calculation of benefits payable " Process retirement claims and process retirees' pensions " Process changes to Schemes " Produce bespoke Deeds and Documents " Monitor client bank accounts " Carry out other routine administration tasks and deal with client queries within field of expertise / range of authorisation " The administration of some FURBS/EFRBS may be allocated to the Accounts Executive in addition to the SSASs " Provide technical and administrative support to the Account Adviser " Maintain records in accordance with in-house procedures " Provide information to accountants in respect of Scheme Accounts where appropriate and check prepared accounts " Assist other account advisers and SSAS Account Executives with the preparation of reports both prior and post meetings " Working with the Advisers " Working with SSAS Team Leader and Deputy Team Leader " Working with the Pension Transfer Specialists " Working on joint projects or tasks with other members of the Department, Pensions Team, or Investment Team The successful candidate will be intelligent and ambitious with the desire to learn and succeed within Financial Planning. Our client is looking for someone with a can-do attitude who has solid communication and articulations skills as well as the eagerness and drive to succeed. For further information please contact one of our specialist consultants quoting REF: NJR13206
Border to Coast
Interim Programme Manager
Border to Coast Leeds, Yorkshire
This role is only open to applicants with the permanent right to work in the UK Fixed Term Contract (9-12 months), 37.5 hours per week An opportunity to make a difference At Border to Coast our purpose is to make a difference and we're looking for a keen Programme Manager to join our award-winning team. As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We're the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term. We are looking for a successful change management professional with proven financial services experience to help drive the delivery of complex strategic projects and programmes of work. The Programme Manager will manage all elements of assigned programmes from inception to completion, ensuring programmes have the appropriate auditable governance and that delivery, assurance, reporting and benefits achievement are managed effectively and timely to senior stakeholders up to Board level TheProgramme Manager is expected to articulate and maintain a clear line of sight through all programme delivery. We are recruiting in line with our longer term strategic direction. The role will support the Change team in providing the professional framework and technical discipline to support the wider organisation in planning, initiating, monitoring, delivering and reporting change initiatives within the firm. The role - what you'll be doing As a Programme Manager your role is hugely important and will include: Provide effective leadership throughout your area of responsibility, living Border to Coast values at all times to maximise colleague experience and organisation performance. Manage delivery of programmes within Border to Coast's development portfolio, as approved, scoped and designed by senior stakeholders/sponsor. Develop programme delivery plans and drive the execution of complex programmes with key strategic projects Manage multiple stakeholders and programme resources and provide constructive challenge where necessary Communicate effectively across the organisation, Executive, partners, suppliers and workstreams to ensure delivery objectives, benefits and outcomes are fully understood, particularly around programme and project interdependencies and risk management. Engage in the relationship between the aims of a programme and wider Corporate strategic planning and roadmap delivery. Develop programme management capability, including skills, knowledge and behaviours through coaching and training, to ensure agreed corporate approaches are embedded throughout the organisation. Provide operational oversight and support to Programme and Project Sponsors, Senior Project Managers, Project Managers and Workstream Leads as required to ensure programme and project objectives are achieved. Deliver effective programme management reporting within the organisational PMO governance framework. Provide strong programme management across a range of key strategic projects within the business, ensuring all stakeholders are supported and key milestones delivered. Lead on the identification, reporting and mitigation of key business risks Confirm successful delivery of the programmes completion About you - and the value you'll bring to our team Experience of successful programme management within a large financial services organisation. A reputation for effective stakeholder engagement and reporting. The ability to challenge the norm and guide the organisation and our stakeholders to agreed outcomes. Wide understanding of risk management and its application in a financial service environment. Why join Border to Coast? At Border to Coast, you will receive competitive remuneration and have access to excellent benefits: Vitality Health Insurance for all employees Employee Assistance Programme A generous holiday allowance of 30 days a year, plus bank holidays Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC) Critical Illness Cover Pension scheme Stunning Leeds city centre location only a short walk to the train station Cycle to work scheme Life Assurance of 6 times of salary Sustainable travel plans and public transport discounts Range of discounts for Leeds gyms, shops and restaurants Hybrid working Onsite gym We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development. If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we would be happy to discuss making reasonable adjustments to our processes for you. We're looking for people with the right values, behaviours, skills and experiences and if you meet some of the role's criteria and are interested in finding out more about Border to Coast and the team, we'd love to hear from you.
Sep 01, 2025
Full time
This role is only open to applicants with the permanent right to work in the UK Fixed Term Contract (9-12 months), 37.5 hours per week An opportunity to make a difference At Border to Coast our purpose is to make a difference and we're looking for a keen Programme Manager to join our award-winning team. As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We're the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term. We are looking for a successful change management professional with proven financial services experience to help drive the delivery of complex strategic projects and programmes of work. The Programme Manager will manage all elements of assigned programmes from inception to completion, ensuring programmes have the appropriate auditable governance and that delivery, assurance, reporting and benefits achievement are managed effectively and timely to senior stakeholders up to Board level TheProgramme Manager is expected to articulate and maintain a clear line of sight through all programme delivery. We are recruiting in line with our longer term strategic direction. The role will support the Change team in providing the professional framework and technical discipline to support the wider organisation in planning, initiating, monitoring, delivering and reporting change initiatives within the firm. The role - what you'll be doing As a Programme Manager your role is hugely important and will include: Provide effective leadership throughout your area of responsibility, living Border to Coast values at all times to maximise colleague experience and organisation performance. Manage delivery of programmes within Border to Coast's development portfolio, as approved, scoped and designed by senior stakeholders/sponsor. Develop programme delivery plans and drive the execution of complex programmes with key strategic projects Manage multiple stakeholders and programme resources and provide constructive challenge where necessary Communicate effectively across the organisation, Executive, partners, suppliers and workstreams to ensure delivery objectives, benefits and outcomes are fully understood, particularly around programme and project interdependencies and risk management. Engage in the relationship between the aims of a programme and wider Corporate strategic planning and roadmap delivery. Develop programme management capability, including skills, knowledge and behaviours through coaching and training, to ensure agreed corporate approaches are embedded throughout the organisation. Provide operational oversight and support to Programme and Project Sponsors, Senior Project Managers, Project Managers and Workstream Leads as required to ensure programme and project objectives are achieved. Deliver effective programme management reporting within the organisational PMO governance framework. Provide strong programme management across a range of key strategic projects within the business, ensuring all stakeholders are supported and key milestones delivered. Lead on the identification, reporting and mitigation of key business risks Confirm successful delivery of the programmes completion About you - and the value you'll bring to our team Experience of successful programme management within a large financial services organisation. A reputation for effective stakeholder engagement and reporting. The ability to challenge the norm and guide the organisation and our stakeholders to agreed outcomes. Wide understanding of risk management and its application in a financial service environment. Why join Border to Coast? At Border to Coast, you will receive competitive remuneration and have access to excellent benefits: Vitality Health Insurance for all employees Employee Assistance Programme A generous holiday allowance of 30 days a year, plus bank holidays Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC) Critical Illness Cover Pension scheme Stunning Leeds city centre location only a short walk to the train station Cycle to work scheme Life Assurance of 6 times of salary Sustainable travel plans and public transport discounts Range of discounts for Leeds gyms, shops and restaurants Hybrid working Onsite gym We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development. If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we would be happy to discuss making reasonable adjustments to our processes for you. We're looking for people with the right values, behaviours, skills and experiences and if you meet some of the role's criteria and are interested in finding out more about Border to Coast and the team, we'd love to hear from you.
Netbox Recruitment
Sales Executive
Netbox Recruitment Dartford, London
Sales Executive Up to 27k DOE- OTE 32k Dartford Monday- Friday 9am-5pm Permanent My growing and prestigious client based in Dartford is looking to recruit for an Sales Executive to join their well established team of 5. You will be immersing yourself within the financial services industry engaging with lapsed clients, web enquires, client enquires and other methods to find the best solution for them to service their needs. NO COLD CALLING. You will be a non pushy individual with clients but knowing how close the deal/ find their solution to service them for the next year minimum. My client has an amazing culture where the team has long standing management and members of staff whom have become very knowledgeable through continuous internal and external training to ensure they are keeping up to date with FCA regulations and legislations but also new products coming to the team. Day to day of the Sales Executive: Registering new and lapsed client details onto the internal system ensuring you are gaining correct identification and information. Presenting correct details of the individuals to third party to gain the perfect solution for them. Being honest with clients if you cannot help them at that point due to certain requirements but building a good relationship with them for possible future business. Managing lapsed clients, web enquires, inbound calls from new clients, and those who have signed up to the website with my client and engaging with them to understand their needs. Completing roughly 5060 quotes a week and trying to convert these into closing the deal but not being too pushy. Delivering fantastic customer service to client inbound enquires and passing onto relevant teams on clients needs. Adhering to FCA regulations and producing documentation for clients to ensure all businesses are protected and reading certain scripts due to nature of business. Identifying vulnerable clients and giving them as much support as possible to support their needs. Meeting targets and KPI's which can differ per month dependent on holiday, sickness and warm leads accessibility. Requirements of the Sales Executive: Previous experience of working within the financial services industry such as banking, pensions, insurance, investments, debt recovery etc. Experience of delivering fantastic customer service via phone and email. Experience of reaching KPI's, that could be call numbers, booking appointments, meeting call quality etc Good numerical skills. Team player. Strong attention to detail. Longevity in your previous roles. Reliable on punctuality, loyalty, team player and positiveness. If you are interested in this Sales Executive opportunity, please reach out to El on (phone number removed) opt 2 or hit apply!
Sep 01, 2025
Full time
Sales Executive Up to 27k DOE- OTE 32k Dartford Monday- Friday 9am-5pm Permanent My growing and prestigious client based in Dartford is looking to recruit for an Sales Executive to join their well established team of 5. You will be immersing yourself within the financial services industry engaging with lapsed clients, web enquires, client enquires and other methods to find the best solution for them to service their needs. NO COLD CALLING. You will be a non pushy individual with clients but knowing how close the deal/ find their solution to service them for the next year minimum. My client has an amazing culture where the team has long standing management and members of staff whom have become very knowledgeable through continuous internal and external training to ensure they are keeping up to date with FCA regulations and legislations but also new products coming to the team. Day to day of the Sales Executive: Registering new and lapsed client details onto the internal system ensuring you are gaining correct identification and information. Presenting correct details of the individuals to third party to gain the perfect solution for them. Being honest with clients if you cannot help them at that point due to certain requirements but building a good relationship with them for possible future business. Managing lapsed clients, web enquires, inbound calls from new clients, and those who have signed up to the website with my client and engaging with them to understand their needs. Completing roughly 5060 quotes a week and trying to convert these into closing the deal but not being too pushy. Delivering fantastic customer service to client inbound enquires and passing onto relevant teams on clients needs. Adhering to FCA regulations and producing documentation for clients to ensure all businesses are protected and reading certain scripts due to nature of business. Identifying vulnerable clients and giving them as much support as possible to support their needs. Meeting targets and KPI's which can differ per month dependent on holiday, sickness and warm leads accessibility. Requirements of the Sales Executive: Previous experience of working within the financial services industry such as banking, pensions, insurance, investments, debt recovery etc. Experience of delivering fantastic customer service via phone and email. Experience of reaching KPI's, that could be call numbers, booking appointments, meeting call quality etc Good numerical skills. Team player. Strong attention to detail. Longevity in your previous roles. Reliable on punctuality, loyalty, team player and positiveness. If you are interested in this Sales Executive opportunity, please reach out to El on (phone number removed) opt 2 or hit apply!
Ashe Consulting
Defined Contributions Pension Consultant
Ashe Consulting
This partnership of consulting actuaries and administrators' is looking for a DC Pensions Consultant to join their recently expanding team. The DC Pensions Consultant will be responsible for maintaining and growing a portfolio of clients and ensuring the effective delivery of the firm's services to those clients. Advice will consist mainly of providing advice to companies regarding DC pensions and other workplace savings solutions.The successful DC Pensions Consultant will need to have strong technical knowledge of Defined Contribution Pensions schemes and have previous experience of Trust Based DC pensions. Studying towards completion of a specialist/ technical qualification, such as APMI, CFA, CFP, or IMC is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within DC pensions consulting. In return, the DC Pensions Consultant will be rewarded with a generous basic salary with bonus and benefits. 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 partnership of consulting actuaries and administrators' is looking for a DC Pensions Consultant to join their recently expanding team. The DC Pensions Consultant will be responsible for maintaining and growing a portfolio of clients and ensuring the effective delivery of the firm's services to those clients. Advice will consist mainly of providing advice to companies regarding DC pensions and other workplace savings solutions.The successful DC Pensions Consultant will need to have strong technical knowledge of Defined Contribution Pensions schemes and have previous experience of Trust Based DC pensions. Studying towards completion of a specialist/ technical qualification, such as APMI, CFA, CFP, or IMC is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within DC pensions consulting. In return, the DC Pensions Consultant will be rewarded with a generous basic salary with bonus and benefits. 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.
Ashe Consulting
Group Risk Client Support
Ashe Consulting Bristol, Somerset
One of the UK's top financial planning company, has an opportunity within its expanding Group Risk & Healthcare team., are seeking to recruit an experienced Group Risk Client Support. You will manage a portfolio of clients in respect of their Group Risk contracts and other related benefits including Group Life, DIS, PHI, and critical illness. As a Group Risk Client Support you will be responsible for providing pro-active administration support to the Group Risk Advisers 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
One of the UK's top financial planning company, has an opportunity within its expanding Group Risk & Healthcare team., are seeking to recruit an experienced Group Risk Client Support. You will manage a portfolio of clients in respect of their Group Risk contracts and other related benefits including Group Life, DIS, PHI, and critical illness. As a Group Risk Client Support you will be responsible for providing pro-active administration support to the Group Risk Advisers 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.
Ashe Consulting
Group Risk Account Executive
Ashe Consulting
One of the UK's largest healthcare intermediaries, offering professional and independent advice to clients across the globe, has an exciting opportunity for a Group Risk Account Executive to join their Risk & Healthcare team. They have a proud reputation for integrity, professionalism and providing innovative solutions to their client's employee and wellbeing strategy. The Group Risk Account Executive will need to administer a portfolio of clients in respect of their Group Risk contracts and other related benefits including Group Life, DIS, PHI, and critical illness. As a Group Risk Account Executive you will be responsible for providing pro-active administration support to the Group Risk 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 focused 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
One of the UK's largest healthcare intermediaries, offering professional and independent advice to clients across the globe, has an exciting opportunity for a Group Risk Account Executive to join their Risk & Healthcare team. They have a proud reputation for integrity, professionalism and providing innovative solutions to their client's employee and wellbeing strategy. The Group Risk Account Executive will need to administer a portfolio of clients in respect of their Group Risk contracts and other related benefits including Group Life, DIS, PHI, and critical illness. As a Group Risk Account Executive you will be responsible for providing pro-active administration support to the Group Risk 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 focused 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.
Ashe Consulting
Health & Group Risk Consultant
Ashe Consulting
One of the UK's leading providers of actuarial and consultancy services are currently looking for a Health & Group Risk consultant to join their Employee Benefits Department. The Health & Group Risk consultant will be providing health and risk benefit expertise to corporate clients in accordance with the company's procedures. To contribute, as a member of the Health & Risk Benefits team, to the smooth running of the department and the achievement of its objectives. The successful Health & Risk Consultant will need to clearly demonstrate a strategy for actively developing the health & risk business from clients by promoting existing lines of business, promoting / securing additional lines of business and by obtaining referrals for new corporate clients. You will need to develop professional relationships with each client and understand their needs and objectives. This is your chance to be part of a company that has a strong brand name with excellent career opportunities. 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
One of the UK's leading providers of actuarial and consultancy services are currently looking for a Health & Group Risk consultant to join their Employee Benefits Department. The Health & Group Risk consultant will be providing health and risk benefit expertise to corporate clients in accordance with the company's procedures. To contribute, as a member of the Health & Risk Benefits team, to the smooth running of the department and the achievement of its objectives. The successful Health & Risk Consultant will need to clearly demonstrate a strategy for actively developing the health & risk business from clients by promoting existing lines of business, promoting / securing additional lines of business and by obtaining referrals for new corporate clients. You will need to develop professional relationships with each client and understand their needs and objectives. This is your chance to be part of a company that has a strong brand name with excellent career opportunities. 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.
Ashe Consulting
Senior Pensions Administrator
Ashe Consulting Croydon, Surrey
This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Senior Pensions Administrator who will be responsible for all aspects of the day to day administration of a number of DB pension schemes. You will be involved in the manual calculation and payment of benefits, production of reports, efficient handling of correspondence, e-mail and telephone enquiries from scheme members and third party institutions, assisting with scheme renewal queries and issuing of benefit statements as required. Also you will be performing calculations and communication of pension increases and undertaking general checking and peer review responsibilities for less experienced team members. To be successful for this position, the right Pensions Administrator will need to have a proven knowledge of DB pension arrangements, awareness of service standards and statutory disclosure requirements, experience of using Profund oPen administration platform and have the ability to work as part of a team. To be considered for this role you must have at least 2 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Sep 01, 2025
Full time
This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Senior Pensions Administrator who will be responsible for all aspects of the day to day administration of a number of DB pension schemes. You will be involved in the manual calculation and payment of benefits, production of reports, efficient handling of correspondence, e-mail and telephone enquiries from scheme members and third party institutions, assisting with scheme renewal queries and issuing of benefit statements as required. Also you will be performing calculations and communication of pension increases and undertaking general checking and peer review responsibilities for less experienced team members. To be successful for this position, the right Pensions Administrator will need to have a proven knowledge of DB pension arrangements, awareness of service standards and statutory disclosure requirements, experience of using Profund oPen administration platform and have the ability to work as part of a team. To be considered for this role you must have at least 2 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Ashe Consulting
Pensions Administration Team Manager
Ashe Consulting Croydon, Surrey
This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Pensions Administration Team Manager who will lead and be responsible for team of administrators who are involved in all aspects of the day to day administration of a number of DB and DC pension schemes. You will be involved in primarily quality assurance, checking work, ensuring targets are maintained, dealing with trustees, designing and implementing processes, tracking and monitoring workflow, attending trustee meetings. To be successful for this position, the right Administration Team Manager will need to have a proven knowledge of DB and DC pension arrangements, awareness of service standards and statutory disclosure requirements, experience of using Profund oPen administration platform and have the ability to work as part of a team. To be considered for this role you must have at least 2 years recent experience as a Pensions Team Leader / Supervisor within occupational pension schemes, gained preferably from a consulting/TPA background. DPC/QPA/RPC would preferable but not essential. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Sep 01, 2025
Full time
This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Pensions Administration Team Manager who will lead and be responsible for team of administrators who are involved in all aspects of the day to day administration of a number of DB and DC pension schemes. You will be involved in primarily quality assurance, checking work, ensuring targets are maintained, dealing with trustees, designing and implementing processes, tracking and monitoring workflow, attending trustee meetings. To be successful for this position, the right Administration Team Manager will need to have a proven knowledge of DB and DC pension arrangements, awareness of service standards and statutory disclosure requirements, experience of using Profund oPen administration platform and have the ability to work as part of a team. To be considered for this role you must have at least 2 years recent experience as a Pensions Team Leader / Supervisor within occupational pension schemes, gained preferably from a consulting/TPA background. DPC/QPA/RPC would preferable but not essential. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Ashe Consulting
Healthcare & Group Risk Administrator
Ashe Consulting Bristol, Somerset
One of the UK's leading providers of actuarial and consultancy services are currently looking for a Healthcare & Group Risk administrator to join their Employee Benefits Department. The Health & Group Risk administrator will provide sales support to a mixed portfolio of Healthcare & Welfare services (including Medical insurance, Group Life, Group Income Protection, Dental, PA, International, Occupational Health and Wellness). In addition to this you will be preparing reports for adviser meetings, raising invoices, and issuing to clients, preparing renewals for clients, issuing contracts, and responding to general client/insurer queries. This is the perfect role for someone who is looking to advance their career as there is the potential to progress into an Associate Consultant/Consultant role longer term. In return you will be offered a competitive salary, along with a discretionary bonus scheme and membership to their pension scheme. This could be your chance to be part of a company that has a strong brand name along with excellent career opportunities. 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
One of the UK's leading providers of actuarial and consultancy services are currently looking for a Healthcare & Group Risk administrator to join their Employee Benefits Department. The Health & Group Risk administrator will provide sales support to a mixed portfolio of Healthcare & Welfare services (including Medical insurance, Group Life, Group Income Protection, Dental, PA, International, Occupational Health and Wellness). In addition to this you will be preparing reports for adviser meetings, raising invoices, and issuing to clients, preparing renewals for clients, issuing contracts, and responding to general client/insurer queries. This is the perfect role for someone who is looking to advance their career as there is the potential to progress into an Associate Consultant/Consultant role longer term. In return you will be offered a competitive salary, along with a discretionary bonus scheme and membership to their pension scheme. This could be your chance to be part of a company that has a strong brand name along with excellent career opportunities. 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.
Ashe Consulting
Senior DC Pensions Consultant
Ashe Consulting
This leading, independent provider of specialist pensions, trustee, and employee benefits solutions are looking for a Senior DC Pensions Consultant to join their rapidly expanding pension's team. The Senior DC Pensions Consultant will be responsible for maintaining and growing a portfolio of clients and ensuring the effective delivery of the firm's services to those clients. Advice will consist mainly of providing advice to companies regarding DC pensions and other workplace savings solutions. The Senior DC Pensions Consultant will also have responsibility for generating revenue and will be measured on both retained and new revenue. The successful Senior DC Pensions Consultant will need to have strong technical knowledge of Defined Contribution Pensions schemes. Studying towards completion of a specialist/ technical qualification, such as APMI, CFA, CFP, or IMC is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within DC pensions consulting. In return, the Senior DC Pensions Consultant will be rewarded with a generous basic salary with bonus and benefits, as well as a clear pathway into the Leadership Team. 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 leading, independent provider of specialist pensions, trustee, and employee benefits solutions are looking for a Senior DC Pensions Consultant to join their rapidly expanding pension's team. The Senior DC Pensions Consultant will be responsible for maintaining and growing a portfolio of clients and ensuring the effective delivery of the firm's services to those clients. Advice will consist mainly of providing advice to companies regarding DC pensions and other workplace savings solutions. The Senior DC Pensions Consultant will also have responsibility for generating revenue and will be measured on both retained and new revenue. The successful Senior DC Pensions Consultant will need to have strong technical knowledge of Defined Contribution Pensions schemes. Studying towards completion of a specialist/ technical qualification, such as APMI, CFA, CFP, or IMC is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within DC pensions consulting. In return, the Senior DC Pensions Consultant will be rewarded with a generous basic salary with bonus and benefits, as well as a clear pathway into the Leadership Team. 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.

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