Senior Pensions Project Analyst We are seeking a Senior pensions project administrator/analyst to work in our newly created specialist Administration Project Implementations Team. You will be responsible for the delivery and technical aspects of administration projects. The types of projects you may be asked to work on will include, but is not limited to, the following: GMP reconciliation projects; GMP Equalisation projects; benefit analysis and rectification work; De-risking activity including projects relating to insurance transactions; individual technical or high priority cases; data work; CETV Top Up Exercises and No Further Liability exercises. This role can be based in our Leeds, Manchester, Edinburgh, Glasgow, Belfast, Reading, Birmingham, Bristol or Croydon offices with a hybrid workstyle. What does the role entail? Project Delivery: Involvement in the planning, execution, and monitoring of pension administration projects, ensuring they are completed on time and within budget. Data Analysis: Perform data analysis and validation to ensure the accuracy and integrity of pension data. Identify and resolve discrepancies under supervision. Reporting: Prepare regular project status reports and maintenance of project trackers, highlighting key milestones, risks, and issues. Provide recommendations for improvement where necessary. Compliance: Ensure all project activities comply with relevant regulations, industry standards, and internal policies. Stay updated on changes in pension legislation and best practices. Stakeholder Management: Collaborate with internal and external stakeholders, including clients, team members, and third-party providers, to ensure effective communication and project delivery. Process Improvement: Identify opportunities for process improvements and efficiencies within pension administration projects. Implement best practices and innovative solutions to enhance service delivery. Documentation: Maintain comprehensive project documentation, including project plans, risk registers, and issue logs. Ensure all documentation is accurate, up-to-date, and easily accessible. Training and Support: Provide support to team members and clients on project-related activities and pension administration processes. What we're looking for Demonstrable experience of delivering and taking responsibility of managing administration services to Defined Benefit pension schemes. Demonstrable experience working on and delivering bulk projects including GMP, Data Rectification or De-risking. Experience being responsible for supporting and assisting junior staff members. Strong analytical and problem-solving skills, with a keen eye for detail. Excellent communication and interpersonal skills, with the ability to build and maintain effective relationships with stakeholders. Strong organisational and time management skills, with the ability to manage multiple tasks simultaneously. Experience of working in a third-party administration environment. Proficiency in MS Office Suite, particularly excel. Willingness to learn and develop in the field of pensions administration. Technical pensions and legislative knowledge and understanding would be advantageous. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work You can find out more about us and the benefits we offer on our careers website. What's next? Click on the 'apply' and follow the simple application process on-line. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask.
Sep 05, 2025
Full time
Senior Pensions Project Analyst We are seeking a Senior pensions project administrator/analyst to work in our newly created specialist Administration Project Implementations Team. You will be responsible for the delivery and technical aspects of administration projects. The types of projects you may be asked to work on will include, but is not limited to, the following: GMP reconciliation projects; GMP Equalisation projects; benefit analysis and rectification work; De-risking activity including projects relating to insurance transactions; individual technical or high priority cases; data work; CETV Top Up Exercises and No Further Liability exercises. This role can be based in our Leeds, Manchester, Edinburgh, Glasgow, Belfast, Reading, Birmingham, Bristol or Croydon offices with a hybrid workstyle. What does the role entail? Project Delivery: Involvement in the planning, execution, and monitoring of pension administration projects, ensuring they are completed on time and within budget. Data Analysis: Perform data analysis and validation to ensure the accuracy and integrity of pension data. Identify and resolve discrepancies under supervision. Reporting: Prepare regular project status reports and maintenance of project trackers, highlighting key milestones, risks, and issues. Provide recommendations for improvement where necessary. Compliance: Ensure all project activities comply with relevant regulations, industry standards, and internal policies. Stay updated on changes in pension legislation and best practices. Stakeholder Management: Collaborate with internal and external stakeholders, including clients, team members, and third-party providers, to ensure effective communication and project delivery. Process Improvement: Identify opportunities for process improvements and efficiencies within pension administration projects. Implement best practices and innovative solutions to enhance service delivery. Documentation: Maintain comprehensive project documentation, including project plans, risk registers, and issue logs. Ensure all documentation is accurate, up-to-date, and easily accessible. Training and Support: Provide support to team members and clients on project-related activities and pension administration processes. What we're looking for Demonstrable experience of delivering and taking responsibility of managing administration services to Defined Benefit pension schemes. Demonstrable experience working on and delivering bulk projects including GMP, Data Rectification or De-risking. Experience being responsible for supporting and assisting junior staff members. Strong analytical and problem-solving skills, with a keen eye for detail. Excellent communication and interpersonal skills, with the ability to build and maintain effective relationships with stakeholders. Strong organisational and time management skills, with the ability to manage multiple tasks simultaneously. Experience of working in a third-party administration environment. Proficiency in MS Office Suite, particularly excel. Willingness to learn and develop in the field of pensions administration. Technical pensions and legislative knowledge and understanding would be advantageous. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work You can find out more about us and the benefits we offer on our careers website. What's next? Click on the 'apply' and follow the simple application process on-line. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask.
Senior Pensions Project Analyst We are seeking a Senior pensions project administrator/analyst to work in our newly created specialist Administration Project Implementations Team. You will be responsible for the delivery and technical aspects of administration projects. The types of projects you may be asked to work on will include, but is not limited to, the following: GMP reconciliation projects; GMP Equalisation projects; benefit analysis and rectification work; De-risking activity including projects relating to insurance transactions; individual technical or high priority cases; data work; CETV Top Up Exercises and No Further Liability exercises. This role can be based in our Leeds, Manchester, Edinburgh, Glasgow, Belfast, Reading, Birmingham, Bristol or Croydon offices with a hybrid workstyle. What does the role entail? Project Delivery: Involvement in the planning, execution, and monitoring of pension administration projects, ensuring they are completed on time and within budget. Data Analysis: Perform data analysis and validation to ensure the accuracy and integrity of pension data. Identify and resolve discrepancies under supervision. Reporting: Prepare regular project status reports and maintenance of project trackers, highlighting key milestones, risks, and issues. Provide recommendations for improvement where necessary. Compliance: Ensure all project activities comply with relevant regulations, industry standards, and internal policies. Stay updated on changes in pension legislation and best practices. Stakeholder Management: Collaborate with internal and external stakeholders, including clients, team members, and third-party providers, to ensure effective communication and project delivery. Process Improvement: Identify opportunities for process improvements and efficiencies within pension administration projects. Implement best practices and innovative solutions to enhance service delivery. Documentation: Maintain comprehensive project documentation, including project plans, risk registers, and issue logs. Ensure all documentation is accurate, up-to-date, and easily accessible. Training and Support: Provide support to team members and clients on project-related activities and pension administration processes. What we're looking for Demonstrable experience of delivering and taking responsibility of managing administration services to Defined Benefit pension schemes. Demonstrable experience working on and delivering bulk projects including GMP, Data Rectification or De-risking. Experience being responsible for supporting and assisting junior staff members. Strong analytical and problem-solving skills, with a keen eye for detail. Excellent communication and interpersonal skills, with the ability to build and maintain effective relationships with stakeholders. Strong organisational and time management skills, with the ability to manage multiple tasks simultaneously. Experience of working in a third-party administration environment. Proficiency in MS Office Suite, particularly excel. Willingness to learn and develop in the field of pensions administration. Technical pensions and legislative knowledge and understanding would be advantageous. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work You can find out more about us and the benefits we offer on our careers website. What's next? Click on the 'apply' and follow the simple application process on-line. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask.
Sep 05, 2025
Full time
Senior Pensions Project Analyst We are seeking a Senior pensions project administrator/analyst to work in our newly created specialist Administration Project Implementations Team. You will be responsible for the delivery and technical aspects of administration projects. The types of projects you may be asked to work on will include, but is not limited to, the following: GMP reconciliation projects; GMP Equalisation projects; benefit analysis and rectification work; De-risking activity including projects relating to insurance transactions; individual technical or high priority cases; data work; CETV Top Up Exercises and No Further Liability exercises. This role can be based in our Leeds, Manchester, Edinburgh, Glasgow, Belfast, Reading, Birmingham, Bristol or Croydon offices with a hybrid workstyle. What does the role entail? Project Delivery: Involvement in the planning, execution, and monitoring of pension administration projects, ensuring they are completed on time and within budget. Data Analysis: Perform data analysis and validation to ensure the accuracy and integrity of pension data. Identify and resolve discrepancies under supervision. Reporting: Prepare regular project status reports and maintenance of project trackers, highlighting key milestones, risks, and issues. Provide recommendations for improvement where necessary. Compliance: Ensure all project activities comply with relevant regulations, industry standards, and internal policies. Stay updated on changes in pension legislation and best practices. Stakeholder Management: Collaborate with internal and external stakeholders, including clients, team members, and third-party providers, to ensure effective communication and project delivery. Process Improvement: Identify opportunities for process improvements and efficiencies within pension administration projects. Implement best practices and innovative solutions to enhance service delivery. Documentation: Maintain comprehensive project documentation, including project plans, risk registers, and issue logs. Ensure all documentation is accurate, up-to-date, and easily accessible. Training and Support: Provide support to team members and clients on project-related activities and pension administration processes. What we're looking for Demonstrable experience of delivering and taking responsibility of managing administration services to Defined Benefit pension schemes. Demonstrable experience working on and delivering bulk projects including GMP, Data Rectification or De-risking. Experience being responsible for supporting and assisting junior staff members. Strong analytical and problem-solving skills, with a keen eye for detail. Excellent communication and interpersonal skills, with the ability to build and maintain effective relationships with stakeholders. Strong organisational and time management skills, with the ability to manage multiple tasks simultaneously. Experience of working in a third-party administration environment. Proficiency in MS Office Suite, particularly excel. Willingness to learn and develop in the field of pensions administration. Technical pensions and legislative knowledge and understanding would be advantageous. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work You can find out more about us and the benefits we offer on our careers website. What's next? Click on the 'apply' and follow the simple application process on-line. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask.
Pensions Project Administrator We are seeking a Pensions project administrator to work in our newly created specialist Administration Project Implementations Team. This role is specifically intended to support the operational teams in delivering scheme projects alongside business-as-usual operations. You will be supporting the operational teams in the delivery of technical administration projects but will not have any direct client operational/portfolio responsibilities. This role is designed to help us quickly adapt and deliver administration projects without the need to divert resources from existing day-to-day operations. The types of projects you may be asked to work on will include, but is not limited to, the following: GMP reconciliation projects; GMP equalisation projects; benefit analysis and rectification work; insurance transactions; individual technical or high priority cases; scheme events; data work; support and cover for the operational teams when necessary. This role can be based in our Leeds, Manchester, Edinburgh, Glasgow, Belfast, Reading, Birmingham, Bristol or Croydon offices with a hybrid workstyle What does the role entail? Project Support: Assist in the planning, execution, and monitoring of pension administration projects, ensuring they are completed on time and within budget. Data Analysis: Perform data analysis and validation to ensure the accuracy and integrity of pension data. Identify and resolve discrepancies under supervision. Reporting: Prepare regular project status reports, highlighting key milestones, risks, and issues. Provide recommendations for improvement where necessary. Compliance: Ensure all project activities comply with relevant regulations, industry standards, and internal policies. Stay updated on changes in pension legislation and best practices. Stakeholder Management: Collaborate with internal and external stakeholders, including clients, team members, and third-party providers, to ensure effective communication and project delivery. Process Improvement: Identify opportunities for process improvements and efficiencies within pension administration projects. Implement best practices and innovative solutions to enhance service delivery. Documentation: Maintain comprehensive project documentation, including project plans, risk registers, and issue logs. Ensure all documentation is accurate, up-to-date, and easily accessible. Training and Support: Provide support to team members and clients on project-related activities and pension administration processes. What we're looking for Demonstrable experience of delivering administration services to Defined Benefit pension schemes ideally focused on delivering projects. Strong analytical and problem-solving skills, with a keen eye for detail. Excellent communication and interpersonal skills, with the ability to build and maintain effective relationships with stakeholders. Strong organisational and time management skills, with the ability to manage multiple tasks simultaneously. Experience of working in a third-party administration environment. Proficiency in MS Office Suite, particularly excel. Willingness to learn and develop in the field of pensions administration. Technical pensions and legislative knowledge and understanding would be advantageous. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work You can find out more about us and the benefits we offer on our careers website. What's next? Click on the 'apply' and follow the simple application process on-line. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Sep 04, 2025
Full time
Pensions Project Administrator We are seeking a Pensions project administrator to work in our newly created specialist Administration Project Implementations Team. This role is specifically intended to support the operational teams in delivering scheme projects alongside business-as-usual operations. You will be supporting the operational teams in the delivery of technical administration projects but will not have any direct client operational/portfolio responsibilities. This role is designed to help us quickly adapt and deliver administration projects without the need to divert resources from existing day-to-day operations. The types of projects you may be asked to work on will include, but is not limited to, the following: GMP reconciliation projects; GMP equalisation projects; benefit analysis and rectification work; insurance transactions; individual technical or high priority cases; scheme events; data work; support and cover for the operational teams when necessary. This role can be based in our Leeds, Manchester, Edinburgh, Glasgow, Belfast, Reading, Birmingham, Bristol or Croydon offices with a hybrid workstyle What does the role entail? Project Support: Assist in the planning, execution, and monitoring of pension administration projects, ensuring they are completed on time and within budget. Data Analysis: Perform data analysis and validation to ensure the accuracy and integrity of pension data. Identify and resolve discrepancies under supervision. Reporting: Prepare regular project status reports, highlighting key milestones, risks, and issues. Provide recommendations for improvement where necessary. Compliance: Ensure all project activities comply with relevant regulations, industry standards, and internal policies. Stay updated on changes in pension legislation and best practices. Stakeholder Management: Collaborate with internal and external stakeholders, including clients, team members, and third-party providers, to ensure effective communication and project delivery. Process Improvement: Identify opportunities for process improvements and efficiencies within pension administration projects. Implement best practices and innovative solutions to enhance service delivery. Documentation: Maintain comprehensive project documentation, including project plans, risk registers, and issue logs. Ensure all documentation is accurate, up-to-date, and easily accessible. Training and Support: Provide support to team members and clients on project-related activities and pension administration processes. What we're looking for Demonstrable experience of delivering administration services to Defined Benefit pension schemes ideally focused on delivering projects. Strong analytical and problem-solving skills, with a keen eye for detail. Excellent communication and interpersonal skills, with the ability to build and maintain effective relationships with stakeholders. Strong organisational and time management skills, with the ability to manage multiple tasks simultaneously. Experience of working in a third-party administration environment. Proficiency in MS Office Suite, particularly excel. Willingness to learn and develop in the field of pensions administration. Technical pensions and legislative knowledge and understanding would be advantageous. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work You can find out more about us and the benefits we offer on our careers website. What's next? Click on the 'apply' and follow the simple application process on-line. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Job Title: Financial Planner Location: Cheltenham / Gloucester (flexible across Oxfordshire & South Midlands) Salary: Competitive Bonus (Package Negotiable) This is an exciting opportunity to join a well-established and growing Financial Planning & Discretionary Fund Management firm, with ambitious plans to expand their presence in Gloucestershire. Following a recent acquisition, the firm is now looking for an experienced and capable Financial Planner to service an existing portfolio of HNW & UHNW clients, while also driving new business growth in the region. You'll have full in-house DFM capabilities, while also having the flexibility to use third-party solutions where appropriate. The client bank you'll work with is high value and complex, making this a role for an adviser who is confident in handling sophisticated cases. The ideal candidate will have a proven track record of client growth, either through their own network or by developing new business opportunities. This is a flexible opportunity with a preference for employed, offering a tailored salary and bonus package based on the adviser's experience and potential. The Required Skills: Level 4 Diploma qualified in Financial Planning (Chartered status desirable) Experience working with HNW and UHNW clients on complex financial cases Strong business development skills and ability to grow a client portfolio Previous success in both servicing existing clients and generating new opportunities Excellent technical knowledge across investments, pensions, and estate planning Highly professional, client-focused approach What's on Offer: Flexible location within Gloucestershire, Oxfordshire, and South Midlands Full Paraplanning & Administration support (2 Paraplanners & 3 Administrators) Large, loyal client base with average case size in HNW/UHNW space Flexible and competitive salary bonus package (to be discussed) To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment. "INDSBWEA"
Sep 01, 2025
Full time
Job Title: Financial Planner Location: Cheltenham / Gloucester (flexible across Oxfordshire & South Midlands) Salary: Competitive Bonus (Package Negotiable) This is an exciting opportunity to join a well-established and growing Financial Planning & Discretionary Fund Management firm, with ambitious plans to expand their presence in Gloucestershire. Following a recent acquisition, the firm is now looking for an experienced and capable Financial Planner to service an existing portfolio of HNW & UHNW clients, while also driving new business growth in the region. You'll have full in-house DFM capabilities, while also having the flexibility to use third-party solutions where appropriate. The client bank you'll work with is high value and complex, making this a role for an adviser who is confident in handling sophisticated cases. The ideal candidate will have a proven track record of client growth, either through their own network or by developing new business opportunities. This is a flexible opportunity with a preference for employed, offering a tailored salary and bonus package based on the adviser's experience and potential. The Required Skills: Level 4 Diploma qualified in Financial Planning (Chartered status desirable) Experience working with HNW and UHNW clients on complex financial cases Strong business development skills and ability to grow a client portfolio Previous success in both servicing existing clients and generating new opportunities Excellent technical knowledge across investments, pensions, and estate planning Highly professional, client-focused approach What's on Offer: Flexible location within Gloucestershire, Oxfordshire, and South Midlands Full Paraplanning & Administration support (2 Paraplanners & 3 Administrators) Large, loyal client base with average case size in HNW/UHNW space Flexible and competitive salary bonus package (to be discussed) To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment. "INDSBWEA"
This is an exciting opportunity for an experienced Financial Planning Administrator to join a successful Advisory practice based out of their City of London office. Focusing on providing a high quality financial planning and investment management service, this firm has built a sound reputation within the industry with longstanding clients. You will be responsible for providing a first-class compliant support service to the busy financial advisers of the practice. Working within a friendly, and close-knit team this is a fantastic opportunity for a Financial Planning Administrator to come on board and share their knowledge with the existing team, helping them grow and develop. This will be a complex technical role, with exposure to more than the typical Financial Planning Administrator position. The firm allows the flexibility to work from home on Fridays. What's needed to be considered? Previous experience within a Financial Planning Administrator role Confident with Administration tasks such as processing new business, client communications, chasing providers, dealing with platforms, utilising FE Analytics Knowledge of financial products, particularly Pensions and Investments Experience working in an Openwork Partnership firm would be ideal Team player, eager to share knowledge previously obtained as well as learn on the job What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Sep 01, 2025
Full time
This is an exciting opportunity for an experienced Financial Planning Administrator to join a successful Advisory practice based out of their City of London office. Focusing on providing a high quality financial planning and investment management service, this firm has built a sound reputation within the industry with longstanding clients. You will be responsible for providing a first-class compliant support service to the busy financial advisers of the practice. Working within a friendly, and close-knit team this is a fantastic opportunity for a Financial Planning Administrator to come on board and share their knowledge with the existing team, helping them grow and develop. This will be a complex technical role, with exposure to more than the typical Financial Planning Administrator position. The firm allows the flexibility to work from home on Fridays. What's needed to be considered? Previous experience within a Financial Planning Administrator role Confident with Administration tasks such as processing new business, client communications, chasing providers, dealing with platforms, utilising FE Analytics Knowledge of financial products, particularly Pensions and Investments Experience working in an Openwork Partnership firm would be ideal Team player, eager to share knowledge previously obtained as well as learn on the job What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Are you a skilled and experienced Financial Services Administrator looking to move to a firm who specialise in delivering bespoke Wealth Management Solutions to HNW Clients? Are you keen to play a major role in the success of the team? If the answer to these questions is yes, we would like to hear from you. Our client is a leading Wealth Management firm based in the heart of London. They provide specialist Pension, Tax, Estate, Protection and Investment advice to HNW clients and, due to continued success and growth; they are looking to appoint a further Administrator to join their team. Your role will be to provide full administrative support to Paraplanners and Consultants, ensuring that all relevant information in available and assisting in the production of detailed reports. You will manage to submission of business to the relevant parties and ensure all information and compliance requirements are fully adhered to. Applications are invited from skilled Administrators with in depth knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential. You must have an eye for detail with strong written and verbal communication skills. Progress with professional qualifications is beneficial. This role will suit a skilled Administrator who is keen to be part of a highly professional team within an award winning Holistic Financial Planning firm in Central London. Sales Support, Pensions, Wealth Management, Investment, Financial Advice, Retirement Planning, By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Sep 01, 2025
Full time
Are you a skilled and experienced Financial Services Administrator looking to move to a firm who specialise in delivering bespoke Wealth Management Solutions to HNW Clients? Are you keen to play a major role in the success of the team? If the answer to these questions is yes, we would like to hear from you. Our client is a leading Wealth Management firm based in the heart of London. They provide specialist Pension, Tax, Estate, Protection and Investment advice to HNW clients and, due to continued success and growth; they are looking to appoint a further Administrator to join their team. Your role will be to provide full administrative support to Paraplanners and Consultants, ensuring that all relevant information in available and assisting in the production of detailed reports. You will manage to submission of business to the relevant parties and ensure all information and compliance requirements are fully adhered to. Applications are invited from skilled Administrators with in depth knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential. You must have an eye for detail with strong written and verbal communication skills. Progress with professional qualifications is beneficial. This role will suit a skilled Administrator who is keen to be part of a highly professional team within an award winning Holistic Financial Planning firm in Central London. Sales Support, Pensions, Wealth Management, Investment, Financial Advice, Retirement Planning, By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Payroll Team Leader Full Time (Hybrid) Paying 38-40k ( overall remuneration package on offer (incremental annual pay progression, LGPS DB pension scheme, 39 days annual leave per year including bank holidays , flexible working availability) Permanent Our client is looking to recruit a Payroll Team Leader to oversee the day-to-day administration of the payroll system, procedures and delivery of service, ensuring the statutory, legal, and contractual requirements are met and that payments are processed accurately and within the agreed timescales on a monthly basis. Key responsibilities of the Payroll Team Leader: To act in a supervisory role within the Payroll Team, ensuring that all staff (all monthly paid) are paid accurately and that payslips, statutory returns and reports are produced and validated in a timely manner. To act as a point of escalation for internal queries from the Payroll Team and for any queries Ensure appropriate workload allocation is managed across the Payroll & Pensions Officers, providing cover as appropriate during periods of annual leave and helping ensure sufficient resource is available during periods of peak activity. Administration of multiple pension schemes, ensuring all transactions are reported appropriately and queries from the pension administrators are actioned in a timely manner. Ensure compliance with statutory and pension scheme requirements, e.g. monthly pension returns, auto-enrolment, etc. Processing of monthly payroll, including post payroll reporting and general ledger upload. Preparation and reconciliation of month-end payments and returns (HMRC, pension administrators, etc.) Liaise with internal and external auditors, assisting as necessary and providing any required information. Keep up to date with relevant regulations/legislation, sharing detail with the team to ensure all members are fully informed. Work closely with other Operations teams within the POE division, ensuring that processes are effective and efficient, and taking an active role in service development / improvement activities. Work closely with the Payroll Manager to help develop the payroll offering, identifying efficiency opportunities within the payroll system and helping develop solutions. Deputise for the Payroll Manager as required. Carrying out other duties and projects appropriate to the grading of the post as may be directed by the Payroll Manager. If you are interested in this position and feel your experience matches the criteria then please apply now for immediate consideration or for more information please contact Andrew Davison. Medlock Partners are a professional services recruitment specialist operating across the North West of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years' experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours please assume that your application has been unsuccessful on this occasion.
Sep 01, 2025
Full time
Payroll Team Leader Full Time (Hybrid) Paying 38-40k ( overall remuneration package on offer (incremental annual pay progression, LGPS DB pension scheme, 39 days annual leave per year including bank holidays , flexible working availability) Permanent Our client is looking to recruit a Payroll Team Leader to oversee the day-to-day administration of the payroll system, procedures and delivery of service, ensuring the statutory, legal, and contractual requirements are met and that payments are processed accurately and within the agreed timescales on a monthly basis. Key responsibilities of the Payroll Team Leader: To act in a supervisory role within the Payroll Team, ensuring that all staff (all monthly paid) are paid accurately and that payslips, statutory returns and reports are produced and validated in a timely manner. To act as a point of escalation for internal queries from the Payroll Team and for any queries Ensure appropriate workload allocation is managed across the Payroll & Pensions Officers, providing cover as appropriate during periods of annual leave and helping ensure sufficient resource is available during periods of peak activity. Administration of multiple pension schemes, ensuring all transactions are reported appropriately and queries from the pension administrators are actioned in a timely manner. Ensure compliance with statutory and pension scheme requirements, e.g. monthly pension returns, auto-enrolment, etc. Processing of monthly payroll, including post payroll reporting and general ledger upload. Preparation and reconciliation of month-end payments and returns (HMRC, pension administrators, etc.) Liaise with internal and external auditors, assisting as necessary and providing any required information. Keep up to date with relevant regulations/legislation, sharing detail with the team to ensure all members are fully informed. Work closely with other Operations teams within the POE division, ensuring that processes are effective and efficient, and taking an active role in service development / improvement activities. Work closely with the Payroll Manager to help develop the payroll offering, identifying efficiency opportunities within the payroll system and helping develop solutions. Deputise for the Payroll Manager as required. Carrying out other duties and projects appropriate to the grading of the post as may be directed by the Payroll Manager. If you are interested in this position and feel your experience matches the criteria then please apply now for immediate consideration or for more information please contact Andrew Davison. Medlock Partners are a professional services recruitment specialist operating across the North West of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years' experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours please assume that your application has been unsuccessful on this occasion.
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.
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
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
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Sep 01, 2025
Full time
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
An excellent opportunity has arisen with a well-established insurance company for a Payroll & HR Administrator to become part of their growing Manchester team. This is a permanent, full-time role where you'll take responsibility for end-to-end payroll while providing HR and L&D administration assistance across the business. It's a varied position that offers real involvement in both day-to-day processes and wider people projects. Responsibilities of the Payroll & HR Administrator: Manage monthly payroll from start to finish, including pensions, statutory payments, and liaising with the external payroll provider to resolve any issues. Administer employee benefits and keep records accurate and up to date. Support recruitment with offer letters, contracts, and pre-employment checks. Coordinate onboarding and inductions for new starters. Prepare HR data and reports such as absence, turnover, and workforce demographics. Handle general HR administration, annual leave queries, and staff surveys, as well as helping to organise company events. Provide learning and development support, including training records, study tracking, and the learning management system. Act as the first point of contact for payroll, pensions, benefits, and HR queries, ensuring excellent service is provided. Our Ideal Payroll & HR Administrator: Experience managing end-to-end payroll. Strong administrative skills, with confidence using Excel (vlookups and pivot tables), Word, and PowerPoint. Well organised, detail-focused, and able to meet deadlines. Clear and confident communicator with some HR knowledge and experience. Self-motivated, adaptable, and able to manage your own workload. Benefits of the Payroll & HR Administrator role: Competitive base salary Enhanced pension scheme Private medical insurance Hybrid working opportunities 25 days' holiday plus your birthday off Qualification support and training programmes Group life insurance Plus, many more! Ready to take the next step? If you're an experienced Payroll & HR Administrator looking for a fresh opportunity, apply with your CV today! Call one of our specialist consultants and quote job reference NJR16003
Sep 01, 2025
Full time
An excellent opportunity has arisen with a well-established insurance company for a Payroll & HR Administrator to become part of their growing Manchester team. This is a permanent, full-time role where you'll take responsibility for end-to-end payroll while providing HR and L&D administration assistance across the business. It's a varied position that offers real involvement in both day-to-day processes and wider people projects. Responsibilities of the Payroll & HR Administrator: Manage monthly payroll from start to finish, including pensions, statutory payments, and liaising with the external payroll provider to resolve any issues. Administer employee benefits and keep records accurate and up to date. Support recruitment with offer letters, contracts, and pre-employment checks. Coordinate onboarding and inductions for new starters. Prepare HR data and reports such as absence, turnover, and workforce demographics. Handle general HR administration, annual leave queries, and staff surveys, as well as helping to organise company events. Provide learning and development support, including training records, study tracking, and the learning management system. Act as the first point of contact for payroll, pensions, benefits, and HR queries, ensuring excellent service is provided. Our Ideal Payroll & HR Administrator: Experience managing end-to-end payroll. Strong administrative skills, with confidence using Excel (vlookups and pivot tables), Word, and PowerPoint. Well organised, detail-focused, and able to meet deadlines. Clear and confident communicator with some HR knowledge and experience. Self-motivated, adaptable, and able to manage your own workload. Benefits of the Payroll & HR Administrator role: Competitive base salary Enhanced pension scheme Private medical insurance Hybrid working opportunities 25 days' holiday plus your birthday off Qualification support and training programmes Group life insurance Plus, many more! Ready to take the next step? If you're an experienced Payroll & HR Administrator looking for a fresh opportunity, apply with your CV today! Call one of our specialist consultants and quote job reference NJR16003
Pensions Administrator Amersham & Cardiff - hybrid Juliette Lister and Lisa Tremlett are currently assisting a Pensions Company who are presently recruiting for a Pensions Administrator and Senior Pensions Administrator based out of either Cardiff or Amersham hybrid working. In order to apply for these roles you must have a minimum of two years DB Pensions Administration. Main Purpose of Job Handling day-to-day administration of pension schemes. Working as part of a team of more experienced administrators/consultants to deal with enquiries from new and existing scheme members and clients, financial advisers, employers, HMRC and the Department of Work and Pensions. Main Duties and Responsibilities (Key tasks required of the job) • Ensure all aspects of pension administration and clients' schemes are compliant and governed proactively meeting legal, HMRC and pension regulatory requirements. • Provide a quality day to day pension scheme administration and record maintenance, ensuring that member data is up to date, accurate and complete. • Assist with take-on of new clients ensuring data is accurate and process is carried out within agreed timescales. • Respond to members queries, either verbal or written, ensuring that they are provided with the required information regarding their benefits within acceptable and required timescales. If you are also aware of any friends or colleagues currently working within Pensions who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search. Profile Search and Selection are a specialist Pensions and Financial Services recruitment agency with opportunities nationwide - Please feel free to contact us direct should you wish to discuss any further vacancies
Sep 01, 2025
Full time
Pensions Administrator Amersham & Cardiff - hybrid Juliette Lister and Lisa Tremlett are currently assisting a Pensions Company who are presently recruiting for a Pensions Administrator and Senior Pensions Administrator based out of either Cardiff or Amersham hybrid working. In order to apply for these roles you must have a minimum of two years DB Pensions Administration. Main Purpose of Job Handling day-to-day administration of pension schemes. Working as part of a team of more experienced administrators/consultants to deal with enquiries from new and existing scheme members and clients, financial advisers, employers, HMRC and the Department of Work and Pensions. Main Duties and Responsibilities (Key tasks required of the job) • Ensure all aspects of pension administration and clients' schemes are compliant and governed proactively meeting legal, HMRC and pension regulatory requirements. • Provide a quality day to day pension scheme administration and record maintenance, ensuring that member data is up to date, accurate and complete. • Assist with take-on of new clients ensuring data is accurate and process is carried out within agreed timescales. • Respond to members queries, either verbal or written, ensuring that they are provided with the required information regarding their benefits within acceptable and required timescales. If you are also aware of any friends or colleagues currently working within Pensions who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search. Profile Search and Selection are a specialist Pensions and Financial Services recruitment agency with opportunities nationwide - Please feel free to contact us direct should you wish to discuss any further vacancies
Senior SIPP Administrator Glasgow City Centre £30,000 - £35,000 + benefits Develop your specialist knowledge while earning a market leading salary and gaining full support towards professional qualifications. You'll build expertise in complex SIPP cases and take on more responsibility, giving you a clear path to senior technical positions. And you'll get private medical, dental, and gym membership, plus the backing to study towards recognised industry qualifications. There's also a generous 9% pension, and you can choose from a range of extra perks like an electric car scheme, critical illness cover, and paid volunteering days. All this while working hybrid, with two days a week from home to give you more flexibility and focus time. What you'll do You'll handle property-backed SIPP transactions, advising on legal and legislative details and working closely with financial advisers, solicitors and other property professionals to keep everything on track. You'll also support the team's subject matter expert by helping develop technical training, which will sharpen your own expertise and open up future options in training or leadership. What you'll need Experience in SIPP or SSAS administration, especially with property transactions Good understanding of Scottish and English property law Awareness of how VAT applies to property within SIPPs About the company A leading independent UK professional services consultancy specialising in risk, pensions, investment and insurance. The SIPP team provides administration and trusteeship services to over 70,000 self-invested personal pension arrangements for members, both advised and non-advised, and have ambitious plan to grow their customer base. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
Sep 01, 2025
Full time
Senior SIPP Administrator Glasgow City Centre £30,000 - £35,000 + benefits Develop your specialist knowledge while earning a market leading salary and gaining full support towards professional qualifications. You'll build expertise in complex SIPP cases and take on more responsibility, giving you a clear path to senior technical positions. And you'll get private medical, dental, and gym membership, plus the backing to study towards recognised industry qualifications. There's also a generous 9% pension, and you can choose from a range of extra perks like an electric car scheme, critical illness cover, and paid volunteering days. All this while working hybrid, with two days a week from home to give you more flexibility and focus time. What you'll do You'll handle property-backed SIPP transactions, advising on legal and legislative details and working closely with financial advisers, solicitors and other property professionals to keep everything on track. You'll also support the team's subject matter expert by helping develop technical training, which will sharpen your own expertise and open up future options in training or leadership. What you'll need Experience in SIPP or SSAS administration, especially with property transactions Good understanding of Scottish and English property law Awareness of how VAT applies to property within SIPPs About the company A leading independent UK professional services consultancy specialising in risk, pensions, investment and insurance. The SIPP team provides administration and trusteeship services to over 70,000 self-invested personal pension arrangements for members, both advised and non-advised, and have ambitious plan to grow their customer base. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
The Eventus Recruitment Group
Ellesmere Port, Cheshire
Eventus Recruitment are seeking a full-time permanent Financial Services Administrator - Financial Services to join a successful and well-established Financial Planning firm based near Ellesmere Port, Cheshire. The role offers a competitive salary of £30,000 - £32,000 with bonus potential, 25 days holiday, a 5% pension scheme, private healthcare and standard working hours of 9am - 5pm, Monday to Friday. Role Responsibilities The successful Financial Services Administrator will play a crucial role in supporting Financial Advisers by setting up client new business and reviewing appointments. Key responsibilities include: Setting up appointments for Advisers to visit their clients (new and existing clients). Maintaining excellent communication between clients and Financial Advisers. Managing and monitoring new leads effectively through to qualified appointments (no cold leads) Diary management on behalf of Advisers Person Specification The incoming Financial Services Administrator should possess: Exceptional verbal and written English communication skills, with clear articulation. Previous experience in a similar role, ideally within financial planning, insurance or investment sectors. A proven track record in client-facing roles with at least one year's relevant experience. Strong proficiency in Microsoft Office Suite. Excellent organisation, and time management skills. A proactive and motivated attitude, capable of exceeding targets and deadlines. High energy levels, friendly personality, and outstanding work ethic. Ability to qualify new warm leads efficiently and effectively. Benefits and Rewards The successful Financial Services Administrator will enjoy working within a motivated, supportive, and dynamic team. Benefits include: Competitive base salary between £30,000 and £32,000. Bonus scheme based on performance (OTE varies). 25 days annual leave entitlement. 5% employer pension contribution. Private Healthcare. Attractive and convenient office location in Chester. Regular working hours of 9am - 5pm, Monday to Friday. About the Company Our client is a privately-owned, reputable financial planning firm based near Ellesmere Port, offering a comprehensive range of financial services, including pensions, insurance, tax advice, and strategic financial planning. The firm is committed to delivering tailored solutions and exceptional service to its diverse client base. The team prides itself on a collaborative and driven work culture, providing ample opportunities for professional growth and development. Next Steps Apply now if your skills and experience align with this Financial Services Administrator role. Alternatively, if you are interested in learning about this career-enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance, and Financial Services sectors. Please note, the years' experience and/or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer, we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Sep 01, 2025
Full time
Eventus Recruitment are seeking a full-time permanent Financial Services Administrator - Financial Services to join a successful and well-established Financial Planning firm based near Ellesmere Port, Cheshire. The role offers a competitive salary of £30,000 - £32,000 with bonus potential, 25 days holiday, a 5% pension scheme, private healthcare and standard working hours of 9am - 5pm, Monday to Friday. Role Responsibilities The successful Financial Services Administrator will play a crucial role in supporting Financial Advisers by setting up client new business and reviewing appointments. Key responsibilities include: Setting up appointments for Advisers to visit their clients (new and existing clients). Maintaining excellent communication between clients and Financial Advisers. Managing and monitoring new leads effectively through to qualified appointments (no cold leads) Diary management on behalf of Advisers Person Specification The incoming Financial Services Administrator should possess: Exceptional verbal and written English communication skills, with clear articulation. Previous experience in a similar role, ideally within financial planning, insurance or investment sectors. A proven track record in client-facing roles with at least one year's relevant experience. Strong proficiency in Microsoft Office Suite. Excellent organisation, and time management skills. A proactive and motivated attitude, capable of exceeding targets and deadlines. High energy levels, friendly personality, and outstanding work ethic. Ability to qualify new warm leads efficiently and effectively. Benefits and Rewards The successful Financial Services Administrator will enjoy working within a motivated, supportive, and dynamic team. Benefits include: Competitive base salary between £30,000 and £32,000. Bonus scheme based on performance (OTE varies). 25 days annual leave entitlement. 5% employer pension contribution. Private Healthcare. Attractive and convenient office location in Chester. Regular working hours of 9am - 5pm, Monday to Friday. About the Company Our client is a privately-owned, reputable financial planning firm based near Ellesmere Port, offering a comprehensive range of financial services, including pensions, insurance, tax advice, and strategic financial planning. The firm is committed to delivering tailored solutions and exceptional service to its diverse client base. The team prides itself on a collaborative and driven work culture, providing ample opportunities for professional growth and development. Next Steps Apply now if your skills and experience align with this Financial Services Administrator role. Alternatively, if you are interested in learning about this career-enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance, and Financial Services sectors. Please note, the years' experience and/or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer, we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Financial Planning Administrator Job Overview To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible. The opportunity for progression into a Paraplanner or Senior Administrator role in the future. Responsibilities and Duties Post-sale administration completed, adding clients' information to intelligent office database, creating new, and updating Wealth Report. Prepare and gather information e.g. CETVs, Illustrations, LOAs and Policy information checklists for complex cases. New Business and Review Case administration, submission of applications to providers,online application and complete manual application forms, ensure case is in force as soon as possible. Prepare and maintain client files, including meeting compliance standards. Assist paraplanner with administration where required. Occasional basic report writing, to include Bed & ISA, Fund Switches, Reviews, Withdrawals etc. Client liaison and complaint handling. Assist with general administration duties when colleagues are absent. Mentor colleagues to develop specialist administration skills. Qualifications Essential: Minimum of 2 years' experience working in a Financial Planning Advisers environment GCSE English & Math's (C or above) Understand the financial planning process, including MIFID & GDPR. Experience dealing with platform providers e.g., Prudential, Aegon Arc, OMW, Fidelity, Elevate (e.g NB Applications, sell downs, phasing, withdrawals) A working knowledge of intelligent office, avello office or a similar back office system Proficient in processing new business applications and managing pipeline cases. Excellent written and communication skills. Problem solving, finding solutions to complex issues. Analytical and ability to interpret data. Meticulous attention to detail Happy to work independently and as part of a team. Ability to prioritise and plan own workload. Customer Focus, Client liaison and Complaint handling. Desired: Exposure to DB Pensions and Pension Transfer administration Working towards Industry recognised exams, Level 4 CII
Sep 01, 2025
Full time
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Financial Planning Administrator Job Overview To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible. The opportunity for progression into a Paraplanner or Senior Administrator role in the future. Responsibilities and Duties Post-sale administration completed, adding clients' information to intelligent office database, creating new, and updating Wealth Report. Prepare and gather information e.g. CETVs, Illustrations, LOAs and Policy information checklists for complex cases. New Business and Review Case administration, submission of applications to providers,online application and complete manual application forms, ensure case is in force as soon as possible. Prepare and maintain client files, including meeting compliance standards. Assist paraplanner with administration where required. Occasional basic report writing, to include Bed & ISA, Fund Switches, Reviews, Withdrawals etc. Client liaison and complaint handling. Assist with general administration duties when colleagues are absent. Mentor colleagues to develop specialist administration skills. Qualifications Essential: Minimum of 2 years' experience working in a Financial Planning Advisers environment GCSE English & Math's (C or above) Understand the financial planning process, including MIFID & GDPR. Experience dealing with platform providers e.g., Prudential, Aegon Arc, OMW, Fidelity, Elevate (e.g NB Applications, sell downs, phasing, withdrawals) A working knowledge of intelligent office, avello office or a similar back office system Proficient in processing new business applications and managing pipeline cases. Excellent written and communication skills. Problem solving, finding solutions to complex issues. Analytical and ability to interpret data. Meticulous attention to detail Happy to work independently and as part of a team. Ability to prioritise and plan own workload. Customer Focus, Client liaison and Complaint handling. Desired: Exposure to DB Pensions and Pension Transfer administration Working towards Industry recognised exams, Level 4 CII
Job Title: Self Employed Financial Adviser Industry: Financial Services Location: Northampton/Milton Keynes Earnings: £70,000 + Reference Number: 9863 Job Description: Financial Adviser Recruit UK is working on an excellent opportunity for a Self Employed Financial Adviser in Northampton and Milton Keynes to join a well-established Financial Advice Firm. This is a remote role, but you must live within a reasonable commute to the Due to growth, this prestigious and cutting-edge firm is looking to take on an experienced Financial Adviser. They are a well-established company, and they provide advice across the board to a variety of clients, including both MA and HNW clients. You will be managing and developing an existing client book, providing expert advice on suitable investments, private pensions, tax planning, and insurance products, and providing a valuable service to work with clients and companies in the UK - predominantly in the Northampton and Milton Keynes areas. You will be allocated an existing client book of c£18mil FUM and will benefit from a proportion of the ongoing fees from day one, c£35k+ pa. You will service these existing clients and look to build relationships not only with the clients in question but also continue to develop business as well from there. You will work with the existing in-house team, including administrators and paraplanners. Earnings/Benefits: Financial Adviser Competitive earnings (Day one) - from both new and ongoing fees Fully Remote Working Client book to inherit immediately - receive proportion of ongoing fees Leads provided - Existing introducers, Seminars etc Competitive Fee Splits Full back office support Reputable financial planning firm Study support to Chartered Skills and Experience Required: Financial Adviser Level 4 Diploma in Financial Planning Financial Advice experience Relationship-building skills About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established Financial Advice Firm, with a client book in Northampton and Milton Keynes on a Self-Employed Financial Adviser role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Sep 01, 2025
Full time
Job Title: Self Employed Financial Adviser Industry: Financial Services Location: Northampton/Milton Keynes Earnings: £70,000 + Reference Number: 9863 Job Description: Financial Adviser Recruit UK is working on an excellent opportunity for a Self Employed Financial Adviser in Northampton and Milton Keynes to join a well-established Financial Advice Firm. This is a remote role, but you must live within a reasonable commute to the Due to growth, this prestigious and cutting-edge firm is looking to take on an experienced Financial Adviser. They are a well-established company, and they provide advice across the board to a variety of clients, including both MA and HNW clients. You will be managing and developing an existing client book, providing expert advice on suitable investments, private pensions, tax planning, and insurance products, and providing a valuable service to work with clients and companies in the UK - predominantly in the Northampton and Milton Keynes areas. You will be allocated an existing client book of c£18mil FUM and will benefit from a proportion of the ongoing fees from day one, c£35k+ pa. You will service these existing clients and look to build relationships not only with the clients in question but also continue to develop business as well from there. You will work with the existing in-house team, including administrators and paraplanners. Earnings/Benefits: Financial Adviser Competitive earnings (Day one) - from both new and ongoing fees Fully Remote Working Client book to inherit immediately - receive proportion of ongoing fees Leads provided - Existing introducers, Seminars etc Competitive Fee Splits Full back office support Reputable financial planning firm Study support to Chartered Skills and Experience Required: Financial Adviser Level 4 Diploma in Financial Planning Financial Advice experience Relationship-building skills About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established Financial Advice Firm, with a client book in Northampton and Milton Keynes on a Self-Employed Financial Adviser role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Job Title: Self-Employed Financial Adviser Industry: Financial Services Location: Leicester Earnings: £70,000 Reference Number: 9863 Job Description: Financial Adviser Recruit UK is working on an excellent opportunity for a Self Employed Financial Adviser in Leicester to join a well-established Financial Advice Firm. This is a remote role, but you must live within a reasonable commute to the This prestigious and cutting-edge firm is looking to take on an experienced Financial Adviser. They are a well-established company, and they provide advice across the board to a variety of clients, including both MA and HNW clients. You will be managing and developing an existing client book, providing expert advice on suitable investments, private pensions, tax planning, and insurance products, and providing a valuable service to work with clients and companies in the UK - predominantly in the Leicester area You will be allocated an existing client book of c£18mil FUM and will benefit from a proportion of the ongoing fees from day one c£35k+ pa. You will service these existing clients and look to build relationships not only with the clients in question but also continue to develop business as well from there. You will work with the existing in-house team, including administrators and paraplanners. Earnings/Benefits: Financial Adviser Competitive earnings (Day one) - from both new and ongoing fees Fully Remote Working Client book to inherit immediately - receive proportion of ongoing fees Leads provided - Existing introducers, Seminars etc Competitive Fee Splits Full back office support Reputable financial planning firm Study support to Chartered Skills and Experience Required: Financial Adviser Level 4 Diploma in Financial Planning Financial Advice experience Relationship-building skills About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established Financial Advice Firm, with a client book in Leicester on a Self-Employed Financial Adviser role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Sep 01, 2025
Full time
Job Title: Self-Employed Financial Adviser Industry: Financial Services Location: Leicester Earnings: £70,000 Reference Number: 9863 Job Description: Financial Adviser Recruit UK is working on an excellent opportunity for a Self Employed Financial Adviser in Leicester to join a well-established Financial Advice Firm. This is a remote role, but you must live within a reasonable commute to the This prestigious and cutting-edge firm is looking to take on an experienced Financial Adviser. They are a well-established company, and they provide advice across the board to a variety of clients, including both MA and HNW clients. You will be managing and developing an existing client book, providing expert advice on suitable investments, private pensions, tax planning, and insurance products, and providing a valuable service to work with clients and companies in the UK - predominantly in the Leicester area You will be allocated an existing client book of c£18mil FUM and will benefit from a proportion of the ongoing fees from day one c£35k+ pa. You will service these existing clients and look to build relationships not only with the clients in question but also continue to develop business as well from there. You will work with the existing in-house team, including administrators and paraplanners. Earnings/Benefits: Financial Adviser Competitive earnings (Day one) - from both new and ongoing fees Fully Remote Working Client book to inherit immediately - receive proportion of ongoing fees Leads provided - Existing introducers, Seminars etc Competitive Fee Splits Full back office support Reputable financial planning firm Study support to Chartered Skills and Experience Required: Financial Adviser Level 4 Diploma in Financial Planning Financial Advice experience Relationship-building skills About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established Financial Advice Firm, with a client book in Leicester on a Self-Employed Financial Adviser role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Are you ready to build a career in Pensions consulting, working on projects that shape the future for clients and their members? This is an exciting opportunity to join a leading consultancy, combining technical skills with client-facing work in a fast-evolving industry. About the role As an Associate Pensions Consultant, you'll work with a variety of schemes and projects, supporting clients with strategic, technical, and governance matters. You'll gain exposure to specialist areas such as risk settlement, GMP equalisation, and member options, while developing strong project management and analytical skills. What you'll be doing Building relationships with clients, administrators, and key stakeholders. Supporting the development and delivery of client action plans. Advising on data management and transfer processes. Carrying out scheme-specific calculations and technical analysis. Producing high-quality reports, papers, and presentations. What we're looking for Experience in Pensions administration, consulting, actuarial work, or related fields - or a strong interest in developing expertise in Pensions. Ability to manage multiple projects, priorities, and deadlines. Excellent written and verbal communication skills. Strong analytical and problem-solving abilities. Professional qualifications (e.g. PMI, FIA) are welcome but not essential. What's on offer Comprehensive training and professional study support. Flexible and agile working arrangements. Opportunities to specialise in an area of your choice. A supportive, inclusive environment that values growth and wellbeing. If you want to work on diverse Pensions projects, develop in-demand expertise, and make a tangible impact for clients, we'd love to hear from you. Please quote 51765 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
Are you ready to build a career in Pensions consulting, working on projects that shape the future for clients and their members? This is an exciting opportunity to join a leading consultancy, combining technical skills with client-facing work in a fast-evolving industry. About the role As an Associate Pensions Consultant, you'll work with a variety of schemes and projects, supporting clients with strategic, technical, and governance matters. You'll gain exposure to specialist areas such as risk settlement, GMP equalisation, and member options, while developing strong project management and analytical skills. What you'll be doing Building relationships with clients, administrators, and key stakeholders. Supporting the development and delivery of client action plans. Advising on data management and transfer processes. Carrying out scheme-specific calculations and technical analysis. Producing high-quality reports, papers, and presentations. What we're looking for Experience in Pensions administration, consulting, actuarial work, or related fields - or a strong interest in developing expertise in Pensions. Ability to manage multiple projects, priorities, and deadlines. Excellent written and verbal communication skills. Strong analytical and problem-solving abilities. Professional qualifications (e.g. PMI, FIA) are welcome but not essential. What's on offer Comprehensive training and professional study support. Flexible and agile working arrangements. Opportunities to specialise in an area of your choice. A supportive, inclusive environment that values growth and wellbeing. If you want to work on diverse Pensions projects, develop in-demand expertise, and make a tangible impact for clients, we'd love to hear from you. Please quote 51765 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.
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.
