Ortus Psr

This is a compelling opportunity for a dedicated professional to shape how colleagues experience and access wellbeing benefits within a forward-moving business. The successful candidate will lead the design, administration, and continuous improvement of a broad benefits portfolio, helping people feel supported while advancing their own career trajectory. Salary: Up to £35,000 The role sits within the people team and partners closely with payroll, HR systems, and external providers to deliver a seamless benefits journey for staff at all levels. We are looking for a candidate who is experienced in Pensions administration, specifically with Workplace pension schemes, Auto Enrolment, Salary Sacrifice, and general pension scheme administration. Ideally have general working knowledge of other Employee Benefits, such as Group Life Assurance, Income Protection, Private Medical, Dental, Cash plan, etc The business values autonomy, collaboration, and a proactive approach to evolving programs in line with growth and strategic priorities. What this opportunity delivers Ownership of end-to-end benefits administration, including health, retirement, life cover, and voluntary offerings. Direct coordination with payroll to ensure accurate deductions, timely contributions, and data integrity. Vendor management and open enrollment coordination with clear, approachable employee communications. Maintenance of benefit data in the HR system, plus regular reporting to inform leadership decisions. Support for budgeting, supplier negotiations, and ongoing program enhancements. Prompt, helpful guidance for employees on benefit options and eligibility. Ideal profile Experienced in benefits administration or pensions adminstration with a proven track record of accuracy and confidentiality. Strong working knowledge of pensions Excellent communicator who can translate complex benefit details into clear employee guidance. Analytical mindset with comfort interpreting data to support decisions and reports. Collaborative spirit, able to work effectively with payroll, HR, and external partners in a dynamic environment. Understanding of relevant regulatory requirements (such as pension auto-enrolment and data privacy) is advantageous. What the employer offers Competitive salary coupled with a comprehensive benefits package, including pension and private cover where applicable. Flexible working arrangements and a hybrid approach to location, with supportive culture and clear career pathways. Investment in training, development, and exposure to broader HR initiatives for growth-minded professionals. Autonomy to manage projects, contribute ideas, and drive improvements in benefits offerings. Working arrangements The role is based in a regionally located office with flexible working options and standard full-time hours. This is an opportunity to contribute meaningfully to people programs while building a long-term career in a growing operation.

A growing operation is seeking a proactive professional to streamline business support and empower teams to operate at peak efficiency. This opportunity prioritises career growth, autonomy, and the chance to shape everyday workflows within a collaborative environment. Location and flexibility: the role sits in the Richmond area with hybrid options of 3 days in the office and 2 from home. Salary up to £45,000 What the role delivers - The successful candidate will enable smoother operations across multiple teams, ensuring information flows clearly, schedules stay aligned, and critical processes run reliably. This position offers a well-defined path for skill-building, greater responsibility, and meaningful impact on day-to-day activity. Key responsibilities Coordinate cross-team communications, calendars, and information sharing to keep initiatives on track. Prepare, organise, and maintain documentation, reports, and standard operating procedures with precision. Support project intake, progress tracking, and stakeholder updates to sustain momentum. Assist with onboarding activities, training logistics, and knowledge-sharing initiatives. Maintain tidy data, records, and process artefacts within approved systems. Ideal profile - This employer welcomes professionals who enjoy structured environments, possess strong organisational skills, and collaborate effectively. Those who remain composed under pressure and demonstrate a service-oriented mindset will thrive here. Requirements - A track record of delivering dependable administrative and coordination support; comfort juggling multiple priorities; proficiency with common office software; excellent written and verbal communication; discretion with sensitive information; adaptability to evolving workflows and tools. Experience working in an IFA or Wealth Managment firm What you gain: a culture that values initiative, opportunities for progression, and ongoing development supported by mentored learning and exposure to cross-functional projects. The role offers a competitive remuneration package and a balanced approach to work-life integration.

IFA Administrator - Bristol Up to £35,000 Hybrid Working Support a Leading Wealth Management Firm & Elevate Your Career - National IFA firm Are you an experienced IFA Administrator looking for a role that offers career growth, a dynamic working environment, and hybrid flexibility? Join a highly respected Independent Financial Advisory (IFA) firm in London, where you'll be a vital part of a team delivering high-quality financial planning solutions. Salary - Up to £35,000 (DOE) Hybrid working - Split your time between home and the office 3 days in the office and 2 from home Established, growing firm with a strong reputation in wealth management Ongoing professional development and potential for career progression Supportive and collaborative team culture Your Role & Responsibilities Working in a team of Administrators supporting Financial Advisers As an IFA Administrator, you'll provide essential support to Financial Advisers and Paraplanners to ensure the seamless delivery of financial planning services. Your responsibilities will include: Client Administration - Processing new business applications, valuations, and policy updates Liaising with Providers - Managing correspondence with investment and pension providers Client Communication - Responding to client queries and ensuring an exceptional service experience Report & Document Preparation - Supporting advisers with documentation and compliance requirements CRM Management - Maintaining accurate client records and updating financial systems To be considered: Previous IFA/Wealth Management administration experience Strong understanding of pensions, investments products Excellent attention to detail and ability to work in a fast-paced environment A proactive, team-oriented mindset with great communication skills

Join a Modern, Tech-Driven Wealth Management Firm A Rare Opportunity for a High-Calibre, Technical Paraplanner An ambitious, fast-growing, and technology-driven financial planning firm is seeking an experienced and highly technical Paraplanner to join its specialist planning function. This is not a traditional paraplanning role. Rather than sitting behind an adviser, you will work as part of a dedicated planning team responsible for delivering high-quality, forward-thinking financial strategies - helping shape both the advice framework and the future direction of the business. Salary up to £75,000 Hybrid (Minimum 2 Days in London Office) This firm has been built differently. With a strong belief that financial planning should be transparent, evidence-based, and client-first, the business combines high technical standards with a modern, digital approach to advice delivery. Their culture is centred around: Innovation over tradition - leveraging technology to remove inefficiencies Client outcomes over product sales - long-term planning, not transactions Collaboration over hierarchy - ideas and improvements are welcomed from everyone Continuous improvement - refining advice processes and raising standards Tansparency and integrity - doing what's right, always By investing heavily in technology and automation, they remove the administrative burden typically associated with financial planning. This allows the planning team to focus on what truly matters: technical excellence, strategy development, and delivering outstanding client outcomes. It's a firm that values intellectual curiosity, autonomy, and strategic thinking. The Opportunity This role is ideal for a technically strong, ambitious paraplanner who wants to move beyond report writing and into a more strategic and influential position. You will: Own the end-to-end advice process - design and construct robust financial plans across pensions, investments, tax, protection, and estate planning Contribute to advice strategy - refine and enhance planning frameworks Work closely with the technology team - help optimise systems and improve efficiency Maintain best-in-class technical standards Play a leadership role within the planning function - mentoring and guiding junior colleagues Influence the evolution of the firm's advice proposition This is a non-client-facing position, but one with real responsibility, autonomy, and strategic input. What You'll Need A genuinely client-first mindset Strong technical knowledge across core financial planning areas Advanced analytical and suitability drafting skills Comfort working in a technology-led environment Collaborative, open-minded approach Level 4 Diploma