Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview Elevate Your Career as a Principal Pensions Administrator at Gallagher! Are you ready to take your expertise in pension administration to the next level? Join Gallagher, a global leader in insurance brokerage and risk management, as a Principal Pensions Administrator. With opportunities in Bristol, Manchester, Edinburgh, and Ipswich, this role offers you the chance to make a significant impact while working in a supportive and dynamic environment. Why Gallagher? At Gallagher, we are committed to fostering a culture of excellence, innovation, and collaboration. As a Principal Pensions Administrator, you'll be at the forefront of delivering exceptional service to our clients, while also mentoring and guiding a talented team of pensions administrators. We offer a vibrant workplace where your contributions are recognized, and your career growth is supported. How you'll make an impact Lead the administration of a diverse portfolio of occupational pension schemes, including DB, DC, and Hybrid pensions, ensuring accuracy and timeliness in all tasks. Allocate cases, perform and check both automated and manual calculations, and manage pensioner payrolls. Draft and review correspondence and reports, manage cashflows, investments, disinvestments, and invoices. Provide supervision and training to pensions administrators and senior pensions administrators, deputizing for the Team Leader when needed. Engage with scheme members through various channels, addressing queries and providing solutions. Collaborate with team members and build strong relationships with supporting teams. Support the Client Executive team and attend client meetings or new business pitches as required. About you Demonstratedexperience in defined benefit/defined contribution pension scheme administration. Achieved or studying towards the Pension Management Institute's CPC qualification. Experience in management and/or mentoring of team members. Ability to break down and explain complex calculations in simple terms. Strong analytical skills with a logical approach to problem-solving. Proficiency in Microsoft Office and excellent communication skills. Ability to work effectively as part of a team and prioritize tasks to meet deadlines. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Jun 23, 2025
Full time
Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview Elevate Your Career as a Principal Pensions Administrator at Gallagher! Are you ready to take your expertise in pension administration to the next level? Join Gallagher, a global leader in insurance brokerage and risk management, as a Principal Pensions Administrator. With opportunities in Bristol, Manchester, Edinburgh, and Ipswich, this role offers you the chance to make a significant impact while working in a supportive and dynamic environment. Why Gallagher? At Gallagher, we are committed to fostering a culture of excellence, innovation, and collaboration. As a Principal Pensions Administrator, you'll be at the forefront of delivering exceptional service to our clients, while also mentoring and guiding a talented team of pensions administrators. We offer a vibrant workplace where your contributions are recognized, and your career growth is supported. How you'll make an impact Lead the administration of a diverse portfolio of occupational pension schemes, including DB, DC, and Hybrid pensions, ensuring accuracy and timeliness in all tasks. Allocate cases, perform and check both automated and manual calculations, and manage pensioner payrolls. Draft and review correspondence and reports, manage cashflows, investments, disinvestments, and invoices. Provide supervision and training to pensions administrators and senior pensions administrators, deputizing for the Team Leader when needed. Engage with scheme members through various channels, addressing queries and providing solutions. Collaborate with team members and build strong relationships with supporting teams. Support the Client Executive team and attend client meetings or new business pitches as required. About you Demonstratedexperience in defined benefit/defined contribution pension scheme administration. Achieved or studying towards the Pension Management Institute's CPC qualification. Experience in management and/or mentoring of team members. Ability to break down and explain complex calculations in simple terms. Strong analytical skills with a logical approach to problem-solving. Proficiency in Microsoft Office and excellent communication skills. Ability to work effectively as part of a team and prioritize tasks to meet deadlines. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Role: Chartered Senior Paraplanner Location: The City, London Salary: £60,000 - £65,000 A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a Chartered Senior Paraplanner to directly support one Financial Adviser. You will join a team that has been awarded Best Financial Adviser to Work for award for multiple years. This company provides a trustworthy, and integrated approach to advice, with the importance of values being at the heart of their business. They have an excellent reputation within the industry and are looking to expand their team in a period of growth. Please note: To be considered for this role you must be Chartered via the CII and have at least 3 years of relevant experience in a similar role. You will have the opportunity to: Directly support with high-net-worth clients on complex cases Mentor a Junior Technical Consultant Gather research and analyse information Product suitability letters and reports Conduct cash flow modelling Construct financial plans with the Adviser Keep up to date with technical, legislative and regulatory changes Supervise the work of the Administrators You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning exams. What's needed to be considered? 3+ years of experience in a Paraplanning position Hold Chartered Financial Planner status by CII Experience using IO is desirable Proven experience of providing quality support to Financial Planner Have excellent knowledge of investment, life and pensions products and current legislation Experience with cashflow modelling What's on offer? Competitive salary up to £65,000 Discretionary annual bonus of 10% 7.5% Employer Pension contribution Hybrid working - 2 days a week in the London office Comprehensive benefits and bonus package Private Medical Insurance Continual learning and development 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.
Jun 19, 2025
Full time
Role: Chartered Senior Paraplanner Location: The City, London Salary: £60,000 - £65,000 A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a Chartered Senior Paraplanner to directly support one Financial Adviser. You will join a team that has been awarded Best Financial Adviser to Work for award for multiple years. This company provides a trustworthy, and integrated approach to advice, with the importance of values being at the heart of their business. They have an excellent reputation within the industry and are looking to expand their team in a period of growth. Please note: To be considered for this role you must be Chartered via the CII and have at least 3 years of relevant experience in a similar role. You will have the opportunity to: Directly support with high-net-worth clients on complex cases Mentor a Junior Technical Consultant Gather research and analyse information Product suitability letters and reports Conduct cash flow modelling Construct financial plans with the Adviser Keep up to date with technical, legislative and regulatory changes Supervise the work of the Administrators You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning exams. What's needed to be considered? 3+ years of experience in a Paraplanning position Hold Chartered Financial Planner status by CII Experience using IO is desirable Proven experience of providing quality support to Financial Planner Have excellent knowledge of investment, life and pensions products and current legislation Experience with cashflow modelling What's on offer? Competitive salary up to £65,000 Discretionary annual bonus of 10% 7.5% Employer Pension contribution Hybrid working - 2 days a week in the London office Comprehensive benefits and bonus package Private Medical Insurance Continual learning and development 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.
As an Asset Transfers Administrator you will be responsible for the transfer of ISAs, GIAs, pensions and bonds, and responding to queries relating to the transfer and re-registration of client assets. You will also deal with general client queries (both internal and external), corporate actions processing and ad hoc project work as assigned. Main Responsibilities: • Transfer of client accounts (in & out) including nominee/ISAs/pensions/OPBs etc. • Transfer of equities/bonds/funds/certificated holdings • Process and monitor electronic transfers using Altus (auto re-registration system) • Ensure the wealth manager asset transfer report is accurate & up to date • Administration of portfolio adjustments • Off-market transfers • Portfolio valuations • Process cash receipts/disbursements • Book cost adjustments • Process internal client journals, client payments & receipts • Accurately capturing ISA subscription & issuing ISA history forms • Collate & monitor corporate action notifications, ensuring they are distributed and logged appropriately within the custodian deadlines Required Skills and Experience: • Good working knowledge of retail financial services, investment management or stockbroking operations • Pershing Platform experience (preferable) • Auto re-registration experience - Working on Altus ATG ( preferable) • Knowledge of transferring Crest, unit trust, foreign and offshore stocks • Experience preparing STFs and arrangement of Crest transactions. • Experience in transfer in/out of certificated stock into the firm's CREST/nominee account • Knowledge of nominees/dividends/corporate actions • Knowledge of ISA/GIA/SIPP & OPB products is ideal • Excellent knowledge of Microsoft packages, Word & Excel
Jun 17, 2025
Full time
As an Asset Transfers Administrator you will be responsible for the transfer of ISAs, GIAs, pensions and bonds, and responding to queries relating to the transfer and re-registration of client assets. You will also deal with general client queries (both internal and external), corporate actions processing and ad hoc project work as assigned. Main Responsibilities: • Transfer of client accounts (in & out) including nominee/ISAs/pensions/OPBs etc. • Transfer of equities/bonds/funds/certificated holdings • Process and monitor electronic transfers using Altus (auto re-registration system) • Ensure the wealth manager asset transfer report is accurate & up to date • Administration of portfolio adjustments • Off-market transfers • Portfolio valuations • Process cash receipts/disbursements • Book cost adjustments • Process internal client journals, client payments & receipts • Accurately capturing ISA subscription & issuing ISA history forms • Collate & monitor corporate action notifications, ensuring they are distributed and logged appropriately within the custodian deadlines Required Skills and Experience: • Good working knowledge of retail financial services, investment management or stockbroking operations • Pershing Platform experience (preferable) • Auto re-registration experience - Working on Altus ATG ( preferable) • Knowledge of transferring Crest, unit trust, foreign and offshore stocks • Experience preparing STFs and arrangement of Crest transactions. • Experience in transfer in/out of certificated stock into the firm's CREST/nominee account • Knowledge of nominees/dividends/corporate actions • Knowledge of ISA/GIA/SIPP & OPB products is ideal • Excellent knowledge of Microsoft packages, Word & Excel
Yolk Recruitment Public Sector and Not-for-Profit is thrilled to be selected as the Specialist Recruitment partner for Valleys to Coast to appoint a dynamic Planned Investment Manager. The Opportunity: You will manage and deliver the Planned Investment Programme and to provide general Commercial Support to deliver the Planned Investment programme. The role also requires the provision of commercial expertise across the organisation thereby assisting Valleys to Coast to maintain and improve their homes and estates to the highest standard while ensuring value for money. This is an excellent opportunity to play a pivotal role in the future of housing and estate management. Valleys to Coast value their employees and invest in their development, offering a supportive and collaborative environment for career growth. You'll be leading a team of dedicated professionals, working on high-profile projects that make a difference to the community. Responsibilities: In consultation with the Director of Assets and Sustainability and Head of Projects and Commercial, deliver the Major Improvement Works (MIW) programmes (c 10M pa). Develop a 3-5 year planned improvement programme that enables Valleys to Coast to progress on the delivery of WHQS23. Provide strong and positive leadership and direction to the Major Improvement Works Team, including the line management of the Senior Project Officers; MIW Administrator and Customer Liaison Officer. Lead on the delivery of the Major Improvement Works programme and take ownership of more complex projects. Ensure that appropriate contracts are in place to deliver a 3-5 year investment programme, and ensure that the contracts are well managed. Assist in maximising public and private sector funding to support major improvement works projects. Prepare professional tender and contract documents which would include PQQ's, preliminaries, and pricing documents. Lead on the obtaining of tenders and quotations. Analyse tenders and quotations and make formal recommendations on the preferred option(s), through accurate tender reporting. Operate a scheme appraisal system that quantifies the financial dimensions and risks of schemes, testing projects against agreed benchmarks. Maintain robust design standards and contractual documents for delivering major improvement works schemes, voids programme and a surveying service fit for purpose. Manage defect processes effectively to minimise the number defects and ensure high levels of customer satisfaction. Lead on the Construction (Design & Management) Regulations Policy & Procedure and support the wider organisation in maintaining compliance. What We're Looking For Relevant professional qualifications (or substantial experience) and hold or commit to working towards Chartered membership of a professional body such as RICS. Extensive experience in project and contract management, ideally in the housing sector. Strong leadership and team management skills with a focus on efficiency, integrity, and quality. Excellent financial analysis, commercial acumen, and negotiation skills. Knowledge of Welsh Housing Quality Standards and relevant contract forms of contracts, in particular JCT Measured Term, Intermediate and Minor Works forms. Benefits: Be part of a values-driven organisation that fosters growth and development with some fantastic benefits to include - Hybrid and flexible working: 9 day fortnight and early finish on a Friday Annual leave: 25 days increasing by 1 day for every completed year up to a maximum of 5 days plus bank holidays Competitive Pension: SHPs - Valleys to Coast contribute 3% more than you each month (minimum contribution where you pay 4%, V2C pay 7%; maximum contribution where you pay 6%, V2C pay 9%) Recognition events and thousands of retail discounts Health care cash plan to help you pay for essential health bills, as well as providing you with 24-hour access to GP advice, counselling and more. Application Process: Please note, Yolk Recruitment are managing this recruitment campaign. For a confidential discussion and to access the full job description before applying, please contact Hannah Welfoot at Yolk Recruitment. To apply, please submit your CV to Hannah Welfoot by 23:59 Monday, 30th June 2025. Interviews will be held in person in Bridgend Thursday, 10th July 2025. Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work.
Jun 17, 2025
Full time
Yolk Recruitment Public Sector and Not-for-Profit is thrilled to be selected as the Specialist Recruitment partner for Valleys to Coast to appoint a dynamic Planned Investment Manager. The Opportunity: You will manage and deliver the Planned Investment Programme and to provide general Commercial Support to deliver the Planned Investment programme. The role also requires the provision of commercial expertise across the organisation thereby assisting Valleys to Coast to maintain and improve their homes and estates to the highest standard while ensuring value for money. This is an excellent opportunity to play a pivotal role in the future of housing and estate management. Valleys to Coast value their employees and invest in their development, offering a supportive and collaborative environment for career growth. You'll be leading a team of dedicated professionals, working on high-profile projects that make a difference to the community. Responsibilities: In consultation with the Director of Assets and Sustainability and Head of Projects and Commercial, deliver the Major Improvement Works (MIW) programmes (c 10M pa). Develop a 3-5 year planned improvement programme that enables Valleys to Coast to progress on the delivery of WHQS23. Provide strong and positive leadership and direction to the Major Improvement Works Team, including the line management of the Senior Project Officers; MIW Administrator and Customer Liaison Officer. Lead on the delivery of the Major Improvement Works programme and take ownership of more complex projects. Ensure that appropriate contracts are in place to deliver a 3-5 year investment programme, and ensure that the contracts are well managed. Assist in maximising public and private sector funding to support major improvement works projects. Prepare professional tender and contract documents which would include PQQ's, preliminaries, and pricing documents. Lead on the obtaining of tenders and quotations. Analyse tenders and quotations and make formal recommendations on the preferred option(s), through accurate tender reporting. Operate a scheme appraisal system that quantifies the financial dimensions and risks of schemes, testing projects against agreed benchmarks. Maintain robust design standards and contractual documents for delivering major improvement works schemes, voids programme and a surveying service fit for purpose. Manage defect processes effectively to minimise the number defects and ensure high levels of customer satisfaction. Lead on the Construction (Design & Management) Regulations Policy & Procedure and support the wider organisation in maintaining compliance. What We're Looking For Relevant professional qualifications (or substantial experience) and hold or commit to working towards Chartered membership of a professional body such as RICS. Extensive experience in project and contract management, ideally in the housing sector. Strong leadership and team management skills with a focus on efficiency, integrity, and quality. Excellent financial analysis, commercial acumen, and negotiation skills. Knowledge of Welsh Housing Quality Standards and relevant contract forms of contracts, in particular JCT Measured Term, Intermediate and Minor Works forms. Benefits: Be part of a values-driven organisation that fosters growth and development with some fantastic benefits to include - Hybrid and flexible working: 9 day fortnight and early finish on a Friday Annual leave: 25 days increasing by 1 day for every completed year up to a maximum of 5 days plus bank holidays Competitive Pension: SHPs - Valleys to Coast contribute 3% more than you each month (minimum contribution where you pay 4%, V2C pay 7%; maximum contribution where you pay 6%, V2C pay 9%) Recognition events and thousands of retail discounts Health care cash plan to help you pay for essential health bills, as well as providing you with 24-hour access to GP advice, counselling and more. Application Process: Please note, Yolk Recruitment are managing this recruitment campaign. For a confidential discussion and to access the full job description before applying, please contact Hannah Welfoot at Yolk Recruitment. To apply, please submit your CV to Hannah Welfoot by 23:59 Monday, 30th June 2025. Interviews will be held in person in Bridgend Thursday, 10th July 2025. Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work.
Dynamite Recruitment are assisting in the recruit of a IFA Administrator for a well-established, independent wealth management firm based in Poole, providing personalised financial planning and investment advice to a diverse range of private clients. As they continue to grow, we are seeking a proactive and detail-oriented Client Services Administrator to join my clients close-knit team. Key Responsibilities Provide administrative support to financial advisers and paraplanners Maintain and update client records on back-office systems Liaise with clients, providers, and internal teams to handle enquiries and ensure smooth case progression Prepare and process new business applications and client documentation Manage the onboarding process for new clients, ensuring all compliance requirements are met Assist with the preparation of client review packs and reports Monitor and follow up on outstanding requirements or documentation Skills & Experience Essential: Previous experience in a financial services or wealth management environment Excellent administrative and organisational skills Strong attention to detail and accuracy Confident communicator with excellent interpersonal skills Proficient in Microsoft Office (Word, Excel, Outlook) What's on Offer A supportive, professional working environment Opportunities for professional development and industry qualifications Competitive salary and benefits package Discretionary bonus scheme Pension scheme For more details please apply or contact Tegan at Dynamite Recruitment
Jun 17, 2025
Full time
Dynamite Recruitment are assisting in the recruit of a IFA Administrator for a well-established, independent wealth management firm based in Poole, providing personalised financial planning and investment advice to a diverse range of private clients. As they continue to grow, we are seeking a proactive and detail-oriented Client Services Administrator to join my clients close-knit team. Key Responsibilities Provide administrative support to financial advisers and paraplanners Maintain and update client records on back-office systems Liaise with clients, providers, and internal teams to handle enquiries and ensure smooth case progression Prepare and process new business applications and client documentation Manage the onboarding process for new clients, ensuring all compliance requirements are met Assist with the preparation of client review packs and reports Monitor and follow up on outstanding requirements or documentation Skills & Experience Essential: Previous experience in a financial services or wealth management environment Excellent administrative and organisational skills Strong attention to detail and accuracy Confident communicator with excellent interpersonal skills Proficient in Microsoft Office (Word, Excel, Outlook) What's on Offer A supportive, professional working environment Opportunities for professional development and industry qualifications Competitive salary and benefits package Discretionary bonus scheme Pension scheme For more details please apply or contact Tegan at Dynamite Recruitment
We are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We're proud that we've been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £8.5 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? The role will report to the Advice Delivery Manager, and the key areas of the role are as follows: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Learning about Saltus Core Values and products/services Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time What sort of person are you looking for? The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience. Knowledge of investment products ISAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A self-starter, who owns own development journey Where will I be working? We are looking for someone to be based out of our London office, and offer hybrid working, which includes 2 days in the office, with the remainder at home. We're incredibly flexible about when and how you work: we don't want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they're looking for . We are passionate about championing flexible working for our people, so if there's a slightly different working pattern that you're looking for, then please come and have a chat to us about it! What benefits do I get when working for Saltus? The salary is between £28,875 - £32,998 (plus 10% London weighting) depending on experience, alongside 25 days' holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you'll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 350+ people. We work hard, but we have an awful lot of fun along the way. If you think you'd like to come and join us, then please do get in touch we'd love to hear from you!
Jun 15, 2025
Full time
We are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We're proud that we've been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £8.5 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? The role will report to the Advice Delivery Manager, and the key areas of the role are as follows: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Learning about Saltus Core Values and products/services Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time What sort of person are you looking for? The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience. Knowledge of investment products ISAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A self-starter, who owns own development journey Where will I be working? We are looking for someone to be based out of our London office, and offer hybrid working, which includes 2 days in the office, with the remainder at home. We're incredibly flexible about when and how you work: we don't want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they're looking for . We are passionate about championing flexible working for our people, so if there's a slightly different working pattern that you're looking for, then please come and have a chat to us about it! What benefits do I get when working for Saltus? The salary is between £28,875 - £32,998 (plus 10% London weighting) depending on experience, alongside 25 days' holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you'll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 350+ people. We work hard, but we have an awful lot of fun along the way. If you think you'd like to come and join us, then please do get in touch we'd love to hear from you!
Financial Planning Administrator Client and role My client is one of the most highly respected Wealth Management firms in Northern Ireland, enjoying a great reputation for integrity and for delivering sound advice. They have experienced a tremendous, sustained period of growth over the last 6 years, and as a result of additions to their Advisor team now wish to appoint a further Financial Planning Administrator . You will be responsible for supporting the team with client portfolio management and the processing of data on investment platforms. This will include: Providing support to the firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made Act as a main point of contact for clients Deal with client queries in an efficient and timely manner Manage client databases on the back-office system, Intelligent Office (IO) Prepare and print quotations, valuations, brochures, application forms, etc. Process new business and service existing clients Liaise and deal with investment and insurance companies, etc Ensure updates and reports are issued to clients in a timely manner Office administration generally including the use of Excel, analysis, updating database and file scanning Relevant experience, skills and knowledge Previous experience in an administration support role in Financial Planning Knowledge and practical use of back-office administration systems including Intelligent Office or similar A positive culture and attitude at all times Good written and oral communication skills Benefits Salary is expected to be in a range of between circa £29,000 and £33,000 but with room for negotiation for the right candidate. The benefits package is really great and includes: 5% matching pension. 4 x salary DIS. Income Protection. How to apply and for more information: If you meet the criteria and would be interested in a having a confidential chat about this opportunity, please call Iain Cahoon on or apply now by uploading your CV via this Job Board. MLR Careers is a trading style of MLR Recruiting Ltd., registered in Northern Ireland number NI653214 and is acting as an Employment Agency for this vacancy.
Jun 14, 2025
Full time
Financial Planning Administrator Client and role My client is one of the most highly respected Wealth Management firms in Northern Ireland, enjoying a great reputation for integrity and for delivering sound advice. They have experienced a tremendous, sustained period of growth over the last 6 years, and as a result of additions to their Advisor team now wish to appoint a further Financial Planning Administrator . You will be responsible for supporting the team with client portfolio management and the processing of data on investment platforms. This will include: Providing support to the firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made Act as a main point of contact for clients Deal with client queries in an efficient and timely manner Manage client databases on the back-office system, Intelligent Office (IO) Prepare and print quotations, valuations, brochures, application forms, etc. Process new business and service existing clients Liaise and deal with investment and insurance companies, etc Ensure updates and reports are issued to clients in a timely manner Office administration generally including the use of Excel, analysis, updating database and file scanning Relevant experience, skills and knowledge Previous experience in an administration support role in Financial Planning Knowledge and practical use of back-office administration systems including Intelligent Office or similar A positive culture and attitude at all times Good written and oral communication skills Benefits Salary is expected to be in a range of between circa £29,000 and £33,000 but with room for negotiation for the right candidate. The benefits package is really great and includes: 5% matching pension. 4 x salary DIS. Income Protection. How to apply and for more information: If you meet the criteria and would be interested in a having a confidential chat about this opportunity, please call Iain Cahoon on or apply now by uploading your CV via this Job Board. MLR Careers is a trading style of MLR Recruiting Ltd., registered in Northern Ireland number NI653214 and is acting as an Employment Agency for this vacancy.
One Ten Associates are delighted to be partnering with the Founders of a new Private Equity fund launch as they seek to appoint their first non-investment hire. Role Overview A rare opportunity to join an exciting first-time fund launch as FD/Head of Finance. Our client is a Pan-European Private Equity firm with a core focus on Lower-Mid-Cap direct investments across Europe. Sector focus will be Business Services and Healthcare. The Founders each have >20 years of strong and robust industry experience with an exemplary track record and a genuine desire to build a best-in-class firm. They have successfully raised circa €200m, through a cornerstone investor. The firm will launch imminently and is already in a position to invest. The FD will oversee all finance, accounting, compliance, and operational/non-investment functions of the fund. This executive will be integral to the operational sides of the business, responsible for shaping and implementing financial policies, managing fund operations, and ensuring all regulatory compliance. The FD will act as a strategic partner to the Managing Partners and Investment Committee, playing a crucial part in driving performance and supporting growth. Duties and responsibilities will include: Fund Finance Preparation and management of the annual and quarterly investor reporting process; Managing the Fund's cash positions, including capital calls and distributions; Partnering with the deal team on finance/operational aspects of investments, including deal closings and follow-on funding; Liaising with external administrators regarding fund matters and investor queries; Preparing fund valuations and returns waterfalls; Assistance with investor presentations; Management of the year-end audit process; and Ad-hoc modelling on investments. Corporate Preparation of monthly and quarterly management accounts for adviser entity and helping to manage and co-ordinating the annual audits Management of the tax reporting process Monthly Payroll and Pension Liaising with tax advisors on annual Corporate tax returns Firm cash flow management Plan and manage the company's budgeting and forecasting As a small team, duties will be varied and the successful candidate will have to be comfortable operating in a hands-on manner and outside of/adjacent to the finance function as and when required. Skills and Expertise The ideal candidate will be a qualified accountant with experience of working within private equity. In addition to the above, the successful candidate will also possess the following: A strong attention to detail and the ability to manage and prioritise workloads is essential; Highly motivated with the ability to learn new concepts and processes; Excellent analytical problem-solving skills; Excellent presentation and communication skills; Some knowledge of compliance requirements or a willingness to learn is essential; A flexible approach to work and good time management skills; A willingness to take on tasks outside of the traditional accounting function; Experience working within private equity is highly preferable; Competency with MS office applications, particularly Excel, PowerPoint and Word;
Jun 12, 2025
Full time
One Ten Associates are delighted to be partnering with the Founders of a new Private Equity fund launch as they seek to appoint their first non-investment hire. Role Overview A rare opportunity to join an exciting first-time fund launch as FD/Head of Finance. Our client is a Pan-European Private Equity firm with a core focus on Lower-Mid-Cap direct investments across Europe. Sector focus will be Business Services and Healthcare. The Founders each have >20 years of strong and robust industry experience with an exemplary track record and a genuine desire to build a best-in-class firm. They have successfully raised circa €200m, through a cornerstone investor. The firm will launch imminently and is already in a position to invest. The FD will oversee all finance, accounting, compliance, and operational/non-investment functions of the fund. This executive will be integral to the operational sides of the business, responsible for shaping and implementing financial policies, managing fund operations, and ensuring all regulatory compliance. The FD will act as a strategic partner to the Managing Partners and Investment Committee, playing a crucial part in driving performance and supporting growth. Duties and responsibilities will include: Fund Finance Preparation and management of the annual and quarterly investor reporting process; Managing the Fund's cash positions, including capital calls and distributions; Partnering with the deal team on finance/operational aspects of investments, including deal closings and follow-on funding; Liaising with external administrators regarding fund matters and investor queries; Preparing fund valuations and returns waterfalls; Assistance with investor presentations; Management of the year-end audit process; and Ad-hoc modelling on investments. Corporate Preparation of monthly and quarterly management accounts for adviser entity and helping to manage and co-ordinating the annual audits Management of the tax reporting process Monthly Payroll and Pension Liaising with tax advisors on annual Corporate tax returns Firm cash flow management Plan and manage the company's budgeting and forecasting As a small team, duties will be varied and the successful candidate will have to be comfortable operating in a hands-on manner and outside of/adjacent to the finance function as and when required. Skills and Expertise The ideal candidate will be a qualified accountant with experience of working within private equity. In addition to the above, the successful candidate will also possess the following: A strong attention to detail and the ability to manage and prioritise workloads is essential; Highly motivated with the ability to learn new concepts and processes; Excellent analytical problem-solving skills; Excellent presentation and communication skills; Some knowledge of compliance requirements or a willingness to learn is essential; A flexible approach to work and good time management skills; A willingness to take on tasks outside of the traditional accounting function; Experience working within private equity is highly preferable; Competency with MS office applications, particularly Excel, PowerPoint and Word;
Everything we do at abrdn Financial Planning & Advice Ltd is designed with our clients in mind. We seek to achieve the best possible outcomes for those who trust us to look after their wealth. We believe that the right advice, given at the right time and in the right way, can make a big difference in helping our clients achieve their goals. abrdn Financial Planning & Advice Ltd now forms part of interactive investor. ii has been investing in our customers' success for almost 30 years. That's why over 420,000 people put their trust in our award-winning investment platform. With a low, flat monthly fee, you can keep more of what you make and take control of your financial future. Whether you're investing in an ISA, pension, or Trading Account, you have access to one of the widest ranges of investments on the market - including shares, funds, trusts and ETFs. Lean on our award-winning, UK-based customer service team if you ever need help. And if you're looking for investment inspiration, you can look to our expert team of journalists and their regular news and insights. PURPOSE OF THE ROLE: A member of the Client Support team with responsibility for the quality and timely delivery of high-level administrative support for Planners and Paraplanners to ensure great client experience and service. SKILLS & EXPERIENCE REQUIRED: • Working with the Client Support Team Leader to ensure all Client Support activities adhere to 1825 policies and meet agreed standards and timescales in terms of quality and time. • Responsibilities include (but are not limited to) basic report writing, preparing client documentation, client enquiries, reception and office duties where required, processing client applications and instructions, and record keeping. • Ensure any business obtained is being processed and submitted compliantly and in a timely manner within defined business processes. • Prioritise and plan own workload and be proactive. • Identify areas for improvement to maximise efficiency and effectively maintain an excellent client experience. • Working collaboratively and proactively across the team to support and assist colleagues, maintaining effective relationships. • Effective management and ability to maintain excellent client service and delivery while meeting simultaneous demands. • Embrace change and support Client Support Team Leader in implementing change. • Responding flexibly, quickly and effectively to constantly shifting priorities within a highly pressured environment. • Maintain effective relationships with colleagues, clients and third parties. • Being rigorously planned and organised to ensure demanding targets are achieved. • Proven ability to prioritise work effectively, work under pressure and to strict deadlines. • Work to a consistently high professional standard and level of accuracy. • Strong interpersonal skills, as well as a track record of successful delivery in a financial planning business. • Strong planning and organisational skills to ensure activities are aligned to business priorities. • Proven ability to work collaboratively in a fast-paced team to ensure the smooth running the team and company as a whole. • Excellent knowledge and experience of MS Office Products
Jun 11, 2025
Full time
Everything we do at abrdn Financial Planning & Advice Ltd is designed with our clients in mind. We seek to achieve the best possible outcomes for those who trust us to look after their wealth. We believe that the right advice, given at the right time and in the right way, can make a big difference in helping our clients achieve their goals. abrdn Financial Planning & Advice Ltd now forms part of interactive investor. ii has been investing in our customers' success for almost 30 years. That's why over 420,000 people put their trust in our award-winning investment platform. With a low, flat monthly fee, you can keep more of what you make and take control of your financial future. Whether you're investing in an ISA, pension, or Trading Account, you have access to one of the widest ranges of investments on the market - including shares, funds, trusts and ETFs. Lean on our award-winning, UK-based customer service team if you ever need help. And if you're looking for investment inspiration, you can look to our expert team of journalists and their regular news and insights. PURPOSE OF THE ROLE: A member of the Client Support team with responsibility for the quality and timely delivery of high-level administrative support for Planners and Paraplanners to ensure great client experience and service. SKILLS & EXPERIENCE REQUIRED: • Working with the Client Support Team Leader to ensure all Client Support activities adhere to 1825 policies and meet agreed standards and timescales in terms of quality and time. • Responsibilities include (but are not limited to) basic report writing, preparing client documentation, client enquiries, reception and office duties where required, processing client applications and instructions, and record keeping. • Ensure any business obtained is being processed and submitted compliantly and in a timely manner within defined business processes. • Prioritise and plan own workload and be proactive. • Identify areas for improvement to maximise efficiency and effectively maintain an excellent client experience. • Working collaboratively and proactively across the team to support and assist colleagues, maintaining effective relationships. • Effective management and ability to maintain excellent client service and delivery while meeting simultaneous demands. • Embrace change and support Client Support Team Leader in implementing change. • Responding flexibly, quickly and effectively to constantly shifting priorities within a highly pressured environment. • Maintain effective relationships with colleagues, clients and third parties. • Being rigorously planned and organised to ensure demanding targets are achieved. • Proven ability to prioritise work effectively, work under pressure and to strict deadlines. • Work to a consistently high professional standard and level of accuracy. • Strong interpersonal skills, as well as a track record of successful delivery in a financial planning business. • Strong planning and organisational skills to ensure activities are aligned to business priorities. • Proven ability to work collaboratively in a fast-paced team to ensure the smooth running the team and company as a whole. • Excellent knowledge and experience of MS Office Products
Affinia, (formally LB Group) is a leading, UK Top 50 Accountancy firm. Through successful acquisitions and organic growth, the firm has seen significant development within the last 18 months. Last October, we launched our new brand 'Affinia' ( ) which saw the coming together of LB Group and six other likeminded firms across the East & South East of England to form a combined challenger accounting, tax and business advisory firm. With a combined heritage spanning over 300 years, we have more than 400 accountancy professionals based in Stratford, Colchester, Chelmsford, Ipswich, Halstead, Harlow, Orpington, Sidcup and Sutton. We advise businesses, government and public sector organisations and individuals in the UK and internationally across seven principal practice groups: Accountancy & Advisory, Tax and Planning, Audit Services, Corporate Finance, Digital Solutions, Payroll and Financial Planning. We have invested continuously in technology and gained in-depth knowledge across a broad range of markets, growing through acquisitions and private investment. We offer an exceptional service to our clients, with access to our sector experts to develop the strategy that will help them reach their goals. We keep a finger on the industry pulse, so our clients receive the best short to medium and long-term advice. Purpose of the role: As an IT Support Administrator, you will work alongside our IT Operations Manager and be responsible for providing technical assistance and support to stakeholders across all our offices. You will also work closely with our outsourced helpdesk & service team, ensuring that all IT issues are resolved efficiently and effectively. Your role will focus on assisting with escalated issues and supporting various IT projects. Travel to other our sites across London and the Southeast are expected 1-2 times per week as required. Accountabilities: Collaborate with our outsourced helpdesk team to ensure timely resolution and escalation of IT issues. Assist and provide governance in the setup, configuration, and maintenance of computer systems. Administer onboarding and offboarding of user accounts from the IT perspective. Assist with IT inventory management and procurement. Collaborate with senior IT staff on various projects and initiatives. Ensure SLAs are adhered to by suppliers. Provide training and guidance to employees on IT-related topics and support enhancement and new solution implementations. Support the initial connectivity of new acquisitions to the Affinia acquisitions environments. Skills/Qualifications: Ability to think analytically and solve technical problems. Excellent communication and people skills. Ability to work independently and as part of a team. Willingness to learn and adapt to modern technologies. Conscientious, initiative-taking professional with good organizational skills Previous support including Microsoft 365 administration, proficient with Microsoft Word, Outlook, Excel, Teams, and Windows 11. Good understanding of end point security and web content filtering. Writing technical documentation for non-technical audiences. Experience of Active Directory & MS Entra. Knowledge of Cloud Technologies, especially Azure. Understanding of computer hardware, software, and networking principles. IT Security and Cyber Awareness principles. Please note that this job profile is not an exhaustive list of duties but merely an outline of the key components of the role. You may be required by your line manager to take on additional responsibilities when requested. Core Benefits: At Affinia, our culture is driven by ambition and a commitment to positively impact all the communities we serve. We are dedicated to the success, development, and wellbeing of our colleagues, helping them achieve their goals and seize the opportunities that come with our growth. Alongside a flexible and inclusive work environment, we offer the following core benefits: 20 days holiday (FTE) plus Bank Holidays (Sept-Aug). Opportunity to purchase 3 extra days holiday per year. Auto enrolment Pension Scheme with True Potential (3% employer / 5% Employee) Death in Service. Professional membership support Paycare - claim money back for Dental / Optical / Professional Therapies Dress for your Diary Policy. Affinia is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion, or belief, gender reassignment, marriage or civil partnership, pregnancy, or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.
Jun 11, 2025
Full time
Affinia, (formally LB Group) is a leading, UK Top 50 Accountancy firm. Through successful acquisitions and organic growth, the firm has seen significant development within the last 18 months. Last October, we launched our new brand 'Affinia' ( ) which saw the coming together of LB Group and six other likeminded firms across the East & South East of England to form a combined challenger accounting, tax and business advisory firm. With a combined heritage spanning over 300 years, we have more than 400 accountancy professionals based in Stratford, Colchester, Chelmsford, Ipswich, Halstead, Harlow, Orpington, Sidcup and Sutton. We advise businesses, government and public sector organisations and individuals in the UK and internationally across seven principal practice groups: Accountancy & Advisory, Tax and Planning, Audit Services, Corporate Finance, Digital Solutions, Payroll and Financial Planning. We have invested continuously in technology and gained in-depth knowledge across a broad range of markets, growing through acquisitions and private investment. We offer an exceptional service to our clients, with access to our sector experts to develop the strategy that will help them reach their goals. We keep a finger on the industry pulse, so our clients receive the best short to medium and long-term advice. Purpose of the role: As an IT Support Administrator, you will work alongside our IT Operations Manager and be responsible for providing technical assistance and support to stakeholders across all our offices. You will also work closely with our outsourced helpdesk & service team, ensuring that all IT issues are resolved efficiently and effectively. Your role will focus on assisting with escalated issues and supporting various IT projects. Travel to other our sites across London and the Southeast are expected 1-2 times per week as required. Accountabilities: Collaborate with our outsourced helpdesk team to ensure timely resolution and escalation of IT issues. Assist and provide governance in the setup, configuration, and maintenance of computer systems. Administer onboarding and offboarding of user accounts from the IT perspective. Assist with IT inventory management and procurement. Collaborate with senior IT staff on various projects and initiatives. Ensure SLAs are adhered to by suppliers. Provide training and guidance to employees on IT-related topics and support enhancement and new solution implementations. Support the initial connectivity of new acquisitions to the Affinia acquisitions environments. Skills/Qualifications: Ability to think analytically and solve technical problems. Excellent communication and people skills. Ability to work independently and as part of a team. Willingness to learn and adapt to modern technologies. Conscientious, initiative-taking professional with good organizational skills Previous support including Microsoft 365 administration, proficient with Microsoft Word, Outlook, Excel, Teams, and Windows 11. Good understanding of end point security and web content filtering. Writing technical documentation for non-technical audiences. Experience of Active Directory & MS Entra. Knowledge of Cloud Technologies, especially Azure. Understanding of computer hardware, software, and networking principles. IT Security and Cyber Awareness principles. Please note that this job profile is not an exhaustive list of duties but merely an outline of the key components of the role. You may be required by your line manager to take on additional responsibilities when requested. Core Benefits: At Affinia, our culture is driven by ambition and a commitment to positively impact all the communities we serve. We are dedicated to the success, development, and wellbeing of our colleagues, helping them achieve their goals and seize the opportunities that come with our growth. Alongside a flexible and inclusive work environment, we offer the following core benefits: 20 days holiday (FTE) plus Bank Holidays (Sept-Aug). Opportunity to purchase 3 extra days holiday per year. Auto enrolment Pension Scheme with True Potential (3% employer / 5% Employee) Death in Service. Professional membership support Paycare - claim money back for Dental / Optical / Professional Therapies Dress for your Diary Policy. Affinia is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion, or belief, gender reassignment, marriage or civil partnership, pregnancy, or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.
New opportunity: Senior Wealth Management Administrator / Practice Manager Suitable for long-term administrator / future practice manager. Role overview We are recruiting for a full time Senior Wealth Management Administrator / Practice Manager to support a Senior Partner within a successful principal partner practice of St. James s Place Wealth Management, based in Moorgate, London. The role will be an integral part of the team, supporting the Partner (Financial Adviser) at an operational level with a mix of client servicing, business processing, general administration and basic level paraplanning. The Financial Adviser has a small team of financial advisers under them, and therefore the individual would on occasions mentor and support the more junior level administrators in the wider team as required. It would be particularly suited to an individual seeking a long-term senior administrative career / existing practice manager / or aspiring practice manager. The successful candidate will ideally have previous experience of working either in a support role for financial adviser as an administrator or practice manager within an IFA or an SJP practice. Previous experience of SJP systems / Salesforce / FE Analytics is highly advantageous but not essential. Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner - good communication skills are a must. Role content: The role will include, but is not limited to the following responsibilities: Pro-active and structured approach to the partners administration needs, ensuring the efficient smooth running of the back-office support; focus on best client outcomes whilst diligently adhering to regulatory process. Prepare full and bespoke client CFRs via Salesforce and supporting documentation to assist with the automated production of suitability letters across and seek relevant approvals for business submissions on behalf of the Adviser. Become competent and proficient in use of support systems, e.g. Salesforce, My Practice, iBusiness, Voyant, FE Analytics to provide full client task and client review management process Preparing client meeting packs in advance, using support systems to provide data analysis of clients funds and investments Manage partners Letter of Authority (LoA s) process; gathering signed client LoAs; liaising with LoA management service to receipt of complete 3rd party provider documentation Ensure that client and business files are accurately maintained and filed/archived in line with compliance regulations. Liaising with internal marketing team, as directed by the financial adviser. Dealing with client queries via telephone, email, face-to-face or in writing as required and directed by the financial adviser. Maintain the high professional standards required, in line with the culture and values of the business. Supporting / leading the existing administrators in the wider team Technical skills required Previous administrative experience highly desirable. Previous experience working in administration within financial services, with a basic understanding of pensions and / or investments in an administrative capacity advantageous (but not essential) First class organisational skills to deliver against a wide variety of tasks Effective communication skills verbally, face to face and in writing Highly computer literate: Word, Excel, Outlook Good A Level or Degree results. SJP experience highly advantageous but not essential. Personal attributes Scrupulous high level of accuracy and attention to detail in work Naturally comfortable working in a numeric environment Experienced in delivering in a fast-paced environment. Strong interpersonal / client relationship management skills Ability to manage own workloads and multitask where appropriate Able to work independently, disciplined in work approach with the ability to get the job done Professional and approachable manner to clients and colleagues Highly professional and well presented with a strong work ethic Ability to work effectively under pressure to meet tight deadlines where required Able to deal with individuals at all levels, including those of high net worth Able to work in a high confidential and discreet environment Pro-active in approach Additional information Salary: £30-35K depending on experience Role type: Employed role, auto-enrolment pension scheme. Location: Moorgate, London Hours of work: Monday to Friday, 37.5 hours a week between the core hours of 8.00am - 6.00pm. Please note that at busy peak times in year such as tax year end, additional hours will be required as standard. Training: Full training shall be provided Holiday: 25 days plus bank holiday paid holiday entitlement Pension: Auto-enrolment pension scheme provided To apply for this excellent opportunity or for further information, please apply online
Jun 08, 2025
Full time
New opportunity: Senior Wealth Management Administrator / Practice Manager Suitable for long-term administrator / future practice manager. Role overview We are recruiting for a full time Senior Wealth Management Administrator / Practice Manager to support a Senior Partner within a successful principal partner practice of St. James s Place Wealth Management, based in Moorgate, London. The role will be an integral part of the team, supporting the Partner (Financial Adviser) at an operational level with a mix of client servicing, business processing, general administration and basic level paraplanning. The Financial Adviser has a small team of financial advisers under them, and therefore the individual would on occasions mentor and support the more junior level administrators in the wider team as required. It would be particularly suited to an individual seeking a long-term senior administrative career / existing practice manager / or aspiring practice manager. The successful candidate will ideally have previous experience of working either in a support role for financial adviser as an administrator or practice manager within an IFA or an SJP practice. Previous experience of SJP systems / Salesforce / FE Analytics is highly advantageous but not essential. Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner - good communication skills are a must. Role content: The role will include, but is not limited to the following responsibilities: Pro-active and structured approach to the partners administration needs, ensuring the efficient smooth running of the back-office support; focus on best client outcomes whilst diligently adhering to regulatory process. Prepare full and bespoke client CFRs via Salesforce and supporting documentation to assist with the automated production of suitability letters across and seek relevant approvals for business submissions on behalf of the Adviser. Become competent and proficient in use of support systems, e.g. Salesforce, My Practice, iBusiness, Voyant, FE Analytics to provide full client task and client review management process Preparing client meeting packs in advance, using support systems to provide data analysis of clients funds and investments Manage partners Letter of Authority (LoA s) process; gathering signed client LoAs; liaising with LoA management service to receipt of complete 3rd party provider documentation Ensure that client and business files are accurately maintained and filed/archived in line with compliance regulations. Liaising with internal marketing team, as directed by the financial adviser. Dealing with client queries via telephone, email, face-to-face or in writing as required and directed by the financial adviser. Maintain the high professional standards required, in line with the culture and values of the business. Supporting / leading the existing administrators in the wider team Technical skills required Previous administrative experience highly desirable. Previous experience working in administration within financial services, with a basic understanding of pensions and / or investments in an administrative capacity advantageous (but not essential) First class organisational skills to deliver against a wide variety of tasks Effective communication skills verbally, face to face and in writing Highly computer literate: Word, Excel, Outlook Good A Level or Degree results. SJP experience highly advantageous but not essential. Personal attributes Scrupulous high level of accuracy and attention to detail in work Naturally comfortable working in a numeric environment Experienced in delivering in a fast-paced environment. Strong interpersonal / client relationship management skills Ability to manage own workloads and multitask where appropriate Able to work independently, disciplined in work approach with the ability to get the job done Professional and approachable manner to clients and colleagues Highly professional and well presented with a strong work ethic Ability to work effectively under pressure to meet tight deadlines where required Able to deal with individuals at all levels, including those of high net worth Able to work in a high confidential and discreet environment Pro-active in approach Additional information Salary: £30-35K depending on experience Role type: Employed role, auto-enrolment pension scheme. Location: Moorgate, London Hours of work: Monday to Friday, 37.5 hours a week between the core hours of 8.00am - 6.00pm. Please note that at busy peak times in year such as tax year end, additional hours will be required as standard. Training: Full training shall be provided Holiday: 25 days plus bank holiday paid holiday entitlement Pension: Auto-enrolment pension scheme provided To apply for this excellent opportunity or for further information, please apply online
Assistant Pensions Manager opportunity in Surrey, paying up to £65,000 per annum Your new company Hays are partnering with a leading and recognised group to recruit an Assistant Pensions Manager, a permanent role based in Surrey, offering remote/office hybrid working. A unique permanent position working within a close-knit team, reporting directly to the Head Of Pensions. This is a varied role with a mix of day-to-day routine management of the pension arrangements, as well as ad-hoc project work to support change and growth. This position will work closely with internal stakeholders but also with external consultants & advisors. Your new role Your key duties will involve supporting a variety of pension projects, working with advisers and internal service teams to deliver projects such as pensions dashboard, legislative pension changes, trustees governance and best practice in accordance with managing liabilities, investment changes, and others as they arise. You will support payroll and pension providers with auto-enrolment obligations, manage pension team budgets, ensure pension communications including trust deeds and rules, statutory statements, annual reports and keep member's booklets up to date, accurate and clear to understand. You will research changes to pension legalisation, recommend process updates to compliance, attend trustee meetings, along with preparing/signing off employee member communications. You will work on pension integration of new acquisitions into the group, using legal & other advisers when needed, along with identifying any potential risks. You will liaise with pensions administrators to help resolve queries, review monthly management reports, and be involved in ad-hoc pension duties to support the group. What you'll need to succeed To be considered for this unique Assistant Pensions Manager role, you will need experience in a similar position, a background in occupational pensions with both defined benefit and defined contribution experience. Ideally, you will have worked in a company that has experienced mergers, acquisitions or TUPE transfers. You will be APMI/FPMI qualified or commence with PMI qualifications. You will have strong communication skills to partner both internally/externally with a hands-on and proactive working approach. Used to prioritising workload and working within a large organisation that experiences change and growth. Experience of working with public sector pension arrangements would be advantageous but not essential. What you'll get in return This role offers a salary of up to £65,000 per annum, dependable on experience, based in Woking, Surrey, remote/office hybrid working offered with competitive benefits including private medical insurance, contributed pension scheme, group income protection, development opportunities & more. This growth role is a unique opportunity to really add value and become a lead specialist for pension processes within the group, reporting directly to the Head of Pensions. Working for an established and growing organisation that has built a representative and welcoming environment for everyone. What you need to do now If you're interested in this role, please either apply for this post or email your updated CV (word doc.) to with your current salary, desired salary and notice period. Visa sponsorship is not available. #
Jun 05, 2025
Full time
Assistant Pensions Manager opportunity in Surrey, paying up to £65,000 per annum Your new company Hays are partnering with a leading and recognised group to recruit an Assistant Pensions Manager, a permanent role based in Surrey, offering remote/office hybrid working. A unique permanent position working within a close-knit team, reporting directly to the Head Of Pensions. This is a varied role with a mix of day-to-day routine management of the pension arrangements, as well as ad-hoc project work to support change and growth. This position will work closely with internal stakeholders but also with external consultants & advisors. Your new role Your key duties will involve supporting a variety of pension projects, working with advisers and internal service teams to deliver projects such as pensions dashboard, legislative pension changes, trustees governance and best practice in accordance with managing liabilities, investment changes, and others as they arise. You will support payroll and pension providers with auto-enrolment obligations, manage pension team budgets, ensure pension communications including trust deeds and rules, statutory statements, annual reports and keep member's booklets up to date, accurate and clear to understand. You will research changes to pension legalisation, recommend process updates to compliance, attend trustee meetings, along with preparing/signing off employee member communications. You will work on pension integration of new acquisitions into the group, using legal & other advisers when needed, along with identifying any potential risks. You will liaise with pensions administrators to help resolve queries, review monthly management reports, and be involved in ad-hoc pension duties to support the group. What you'll need to succeed To be considered for this unique Assistant Pensions Manager role, you will need experience in a similar position, a background in occupational pensions with both defined benefit and defined contribution experience. Ideally, you will have worked in a company that has experienced mergers, acquisitions or TUPE transfers. You will be APMI/FPMI qualified or commence with PMI qualifications. You will have strong communication skills to partner both internally/externally with a hands-on and proactive working approach. Used to prioritising workload and working within a large organisation that experiences change and growth. Experience of working with public sector pension arrangements would be advantageous but not essential. What you'll get in return This role offers a salary of up to £65,000 per annum, dependable on experience, based in Woking, Surrey, remote/office hybrid working offered with competitive benefits including private medical insurance, contributed pension scheme, group income protection, development opportunities & more. This growth role is a unique opportunity to really add value and become a lead specialist for pension processes within the group, reporting directly to the Head of Pensions. Working for an established and growing organisation that has built a representative and welcoming environment for everyone. What you need to do now If you're interested in this role, please either apply for this post or email your updated CV (word doc.) to with your current salary, desired salary and notice period. Visa sponsorship is not available. #
About The Role We have a fantastic, unique opportunity for a self-motivated, organised individual to join our friendly team as a Deputy Pensions Partner. Working closely with our Pensions Partner, the pension scheme Trustees and the Company, our successful candidate will maintain and deliver all aspects of LV='s defined benefit and defined contribution arrangements. Utilising their in-depth knowledge, they'll support the Pensions Partner in the delivery of various initiatives across the schemes. This role is fundamental in ensuring the effective management of each of our Schemes and provides strong technical and operational support to LV='s pension arrangements, in collaboration with professional advisers, ensuring compliance with legislative requirements and best practice. Key Responsibilities Working with the Pensions Partner to ensure governance of the Schemes are maintained to a high standard, including monitoring and completing daily, monthly, and annual pension scheme governance tasks and regulatory reporting. Managing and attending Trustee Board and Sub Committee meetings, presenting, minute-taking and monitoring/managing actions through to completion. Working with scheme advisers (actuaries, administrators, legal counsel) to ensure compliance and best practice. Contributing to risk management, internal controls, and audit processes related to pensions, and supporting continuous improvement (making recommendations to improve the pension arrangements in response to member feedback and scheme performance). Supporting the Pensions Partner in advising the Company on funding strategies, regulatory changes and pensions policies. Liaising with the Trustee Board, Sub Committees, third party administrators and advisers, and encouraging clear and regular communication between actuaries, administrators, lawyers, consultants and investment managers Providing excellent technical support to the pension scheme Trustees and the Company, dealing with both regular and complex pension issues. Responding to queries from employees and pension scheme members, resolving any complaints, and supporting cases going through the Internal Dispute Resolution Procedure. Maintaining knowledge of the external environment and keeping up to date with regulatory and legislative developments to help support business needs. Managing and coordinating the effective delivery of pensions projects, managing the annual report and accounts, as well as ad-hoc projects, in line with pension scheme and business requirements. Ensuring projects are delivered on time, within budget, and in line with stakeholder expectations. Supporting the day-to-day operations of the pensions function, including employee communications, scheme data integrity and reporting. Providing support and guidance to the Pensions Administrator when required. Deputising for the Pensions Partner where appropriate. About You Our ideal candidate will Have in-depth, technical knowledge of defined benefit and defined contribution pension schemes. Understand the UK pensions legislation, governance requirements and funding issues, plus understand the wider pensions industry. Be able to engage with senior stakeholders and manage third-party advisors. Demonstrate excellent written and verbal communication skills, with the ability to competently record minutes during meetings. Effectively manage competing priorities and projects, and achieve high-quality outcomes, within an agreed timeframe. Have a keen eye for detail, with strong project management, planning, and data analysis skills. Showcase good knowledge of Microsoft programmes, particularly Excel. Enjoy working as part of a team and exhibit strong planning and organisational skills. Be influential, organised and have a real desire to learn and develop within the role. Rewards & Benefits At LV= Life and Pensions, you'll go above and beyond to do the right thing for our customers. We'll reward you with an attractive, competitive salary and benefits package in exchange for your hard work. This includes: 26 days' holiday, which increases to 28 days after 2 years of service. The opportunity to buy or sell up to 5 days' holiday. An annual bonus scheme based on company & personal performance. Flexible benefits, including a cycle to work scheme, health assessment, Personal Accident Insurance, critical illness cover, Private Medical Insurance and Dental Insurance. A competitive pension for which LV= Life and Pensions will double-match the amount you pay, up to 14% Group Life Assurance of 4 x basic pay to your dependents - you'll have the option to increase to 8 x cover. Group Income Protection, (if you're a member of the Pension scheme and reach 5 years of service). Employee Assistance Programme (EAP) service for support through difficult times in your life. Virtual GP service. Shared parental leave. Up to 20% discount on our life products for you and your immediate family. Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship in order for your application to be considered. About Us Here at LV= Life and Pensions we love to hear from great people, so don't forget to connect with us on social media. We're proudly an equal-opportunity employer and we highly value diversity and inclusivity. We don't discriminate on race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We're also open to conversations about flexible working as part of your application - if it's right for our customers, our business and for you, then we'll do everything we can to make it happen.
Jun 04, 2025
Full time
About The Role We have a fantastic, unique opportunity for a self-motivated, organised individual to join our friendly team as a Deputy Pensions Partner. Working closely with our Pensions Partner, the pension scheme Trustees and the Company, our successful candidate will maintain and deliver all aspects of LV='s defined benefit and defined contribution arrangements. Utilising their in-depth knowledge, they'll support the Pensions Partner in the delivery of various initiatives across the schemes. This role is fundamental in ensuring the effective management of each of our Schemes and provides strong technical and operational support to LV='s pension arrangements, in collaboration with professional advisers, ensuring compliance with legislative requirements and best practice. Key Responsibilities Working with the Pensions Partner to ensure governance of the Schemes are maintained to a high standard, including monitoring and completing daily, monthly, and annual pension scheme governance tasks and regulatory reporting. Managing and attending Trustee Board and Sub Committee meetings, presenting, minute-taking and monitoring/managing actions through to completion. Working with scheme advisers (actuaries, administrators, legal counsel) to ensure compliance and best practice. Contributing to risk management, internal controls, and audit processes related to pensions, and supporting continuous improvement (making recommendations to improve the pension arrangements in response to member feedback and scheme performance). Supporting the Pensions Partner in advising the Company on funding strategies, regulatory changes and pensions policies. Liaising with the Trustee Board, Sub Committees, third party administrators and advisers, and encouraging clear and regular communication between actuaries, administrators, lawyers, consultants and investment managers Providing excellent technical support to the pension scheme Trustees and the Company, dealing with both regular and complex pension issues. Responding to queries from employees and pension scheme members, resolving any complaints, and supporting cases going through the Internal Dispute Resolution Procedure. Maintaining knowledge of the external environment and keeping up to date with regulatory and legislative developments to help support business needs. Managing and coordinating the effective delivery of pensions projects, managing the annual report and accounts, as well as ad-hoc projects, in line with pension scheme and business requirements. Ensuring projects are delivered on time, within budget, and in line with stakeholder expectations. Supporting the day-to-day operations of the pensions function, including employee communications, scheme data integrity and reporting. Providing support and guidance to the Pensions Administrator when required. Deputising for the Pensions Partner where appropriate. About You Our ideal candidate will Have in-depth, technical knowledge of defined benefit and defined contribution pension schemes. Understand the UK pensions legislation, governance requirements and funding issues, plus understand the wider pensions industry. Be able to engage with senior stakeholders and manage third-party advisors. Demonstrate excellent written and verbal communication skills, with the ability to competently record minutes during meetings. Effectively manage competing priorities and projects, and achieve high-quality outcomes, within an agreed timeframe. Have a keen eye for detail, with strong project management, planning, and data analysis skills. Showcase good knowledge of Microsoft programmes, particularly Excel. Enjoy working as part of a team and exhibit strong planning and organisational skills. Be influential, organised and have a real desire to learn and develop within the role. Rewards & Benefits At LV= Life and Pensions, you'll go above and beyond to do the right thing for our customers. We'll reward you with an attractive, competitive salary and benefits package in exchange for your hard work. This includes: 26 days' holiday, which increases to 28 days after 2 years of service. The opportunity to buy or sell up to 5 days' holiday. An annual bonus scheme based on company & personal performance. Flexible benefits, including a cycle to work scheme, health assessment, Personal Accident Insurance, critical illness cover, Private Medical Insurance and Dental Insurance. A competitive pension for which LV= Life and Pensions will double-match the amount you pay, up to 14% Group Life Assurance of 4 x basic pay to your dependents - you'll have the option to increase to 8 x cover. Group Income Protection, (if you're a member of the Pension scheme and reach 5 years of service). Employee Assistance Programme (EAP) service for support through difficult times in your life. Virtual GP service. Shared parental leave. Up to 20% discount on our life products for you and your immediate family. Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship in order for your application to be considered. About Us Here at LV= Life and Pensions we love to hear from great people, so don't forget to connect with us on social media. We're proudly an equal-opportunity employer and we highly value diversity and inclusivity. We don't discriminate on race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We're also open to conversations about flexible working as part of your application - if it's right for our customers, our business and for you, then we'll do everything we can to make it happen.
About Us 3173 is a privately owned UK firm of pensions experts with clients throughout the UK, serviced from offices in London, Belfast, Glasgow, Manchester, Birmingham, Bristol, and Leeds. The 3173 Group of companies includes Dalriada Trustees Limited (Dalriada), one of the UK's largest professional pension scheme trustee companies. Spence & Partners provides full pension actuarial, consulting, investment consulting, and administration services that provide simply smarter solutions for trustees, employers, and members, and Mantle, which reimagines the traditional models of defined benefit pensions administration and actuarial valuation software. Our primary aim is to provide interesting, worthwhile, and healthy careers for all our people; we believe that this emphasis sets us apart from our competitors. We are defined by our ethos and by our goal: Our ethos is an individual and collective commitment achieved through carefully balancing responsibility with freedom and flexibility, all of which is underpinned by a willingness to work interdependently. When we get this balance right, it is how we do our best work. Our goal is to provide interesting, worthwhile, and healthy careers for our people. Our graduate development programmes offer the opportunity to build a career in the pensions industry. You'll get direct exposure to working with the directors of our business and the opportunity to really make your mark in a growing business. We will support you every step of the way through our accelerated learning and development scheme. About You We are hiring a Senior Pensions Administrator who wants the opportunity to carve out a successful role within an award-winning and growing organisation. We are looking for candidates who are ambitious and enjoy working with people. You should thrive on solving complex problems and be interested in the financial services/pensions industry and areas affecting it. You will be well-organised and proactive, calm under pressure, and can communicate effectively (written and verbal). You will enjoy working in a challenging environment in which you can develop both personally and professionally. You will be a conscientious individual with exceptional attention to detail, with a passion for delivering a quality product to our customers. You will have the ability to build strong relationships internally and externally and work to demanding deadlines and targets. Responsibilities & Criteria As a Senior Pensions Administrator, you will manage and maintain the administration aspects of defined benefit and defined contribution pension schemes on behalf of the scheme trustees. Acting as point of contact for scheme members, scheme managers/trustees, and other third parties, you will provide mentoring and peer review of less experienced administrators. Our team carries out all types of exercises from winding up schemes and calculating members' pension benefits to carrying out forensic research for schemes, all the while providing an excellent service to the members of our Schemes. This variation makes Spence an exciting opportunity for anyone interested in a career in pensions. You will build a portfolio of clients to which you will manage all the transactions needed for their pension schemes, ensuring they are completed to the highest standards, within the service levels. You will become the key contact for pension members and your clients, answering queries over the phone and via written communication and attending Trustee meetings. You will become effective at providing clear and accurate information to members and beneficiaries. Key Criteria Broad pension's technical knowledge, with at least five years' experience working in a Defined Benefit pension administration environment and with a detailed understanding of defined benefit pensions schemes and UK pensions legislation, regulation, and codes of practice. Knowledge of systems e.g. Microsoft Office/Windows applications. Experience in managing ad-hoc and annual pension projects. Excellent communication skills both written and oral with the ability to articulate and communicate current and relevant issues to scheme members, pension trustees, and other relevant third parties. Experience of working proactively and using own initiative to complete tasks. The ability to perform in a fast-moving environment providing excellent service to clients and third parties with a desire to succeed at accomplishing challenging objectives. Desirable Criteria Knowledge of and experience with GMP Reconciliation/Equalisation calculations. Practical knowledge of the Pension Protection Fund (PPF). Circumstances Working hours: Monday to Friday, 37.5 hours per week with additional hours as and when required. Location: UK-wide with opportunity available in Belfast, Manchester, or Glasgow. All roles are subject to a six-month probationary period, and all prospective employees are required to complete an Access NI check. As part of the pre-hire process, the successful candidate will be subject to reference checking security vetting. 3173 is an Equal Opportunity Employer. Applying with a disability or long-term health condition? As part of our belief that we benefit from the differences among us, we are committed to increasing the representation of disabled colleagues and want to remove any barriers or challenges that get in the way of candidates with a disability or long-term health condition from applying to work with us. As part of this commitment, we guarantee to automatically interview anyone with a disability who meets the minimum criteria. If there is support or an adjustment that we can provide to enable you to be at your best during the recruitment and selection process, we encourage you to advise us in good time so that we may make suitable arrangements. We understand that being open with us may feel uncomfortable, so please only share with us the information that you are comfortable to share, and rest assured that we will use this only to provide you with the right support. Any information you give us will be treated completely confidentially. To discuss this further, please call and ask to speak to a member of the People & Culture team.
Jun 04, 2025
Full time
About Us 3173 is a privately owned UK firm of pensions experts with clients throughout the UK, serviced from offices in London, Belfast, Glasgow, Manchester, Birmingham, Bristol, and Leeds. The 3173 Group of companies includes Dalriada Trustees Limited (Dalriada), one of the UK's largest professional pension scheme trustee companies. Spence & Partners provides full pension actuarial, consulting, investment consulting, and administration services that provide simply smarter solutions for trustees, employers, and members, and Mantle, which reimagines the traditional models of defined benefit pensions administration and actuarial valuation software. Our primary aim is to provide interesting, worthwhile, and healthy careers for all our people; we believe that this emphasis sets us apart from our competitors. We are defined by our ethos and by our goal: Our ethos is an individual and collective commitment achieved through carefully balancing responsibility with freedom and flexibility, all of which is underpinned by a willingness to work interdependently. When we get this balance right, it is how we do our best work. Our goal is to provide interesting, worthwhile, and healthy careers for our people. Our graduate development programmes offer the opportunity to build a career in the pensions industry. You'll get direct exposure to working with the directors of our business and the opportunity to really make your mark in a growing business. We will support you every step of the way through our accelerated learning and development scheme. About You We are hiring a Senior Pensions Administrator who wants the opportunity to carve out a successful role within an award-winning and growing organisation. We are looking for candidates who are ambitious and enjoy working with people. You should thrive on solving complex problems and be interested in the financial services/pensions industry and areas affecting it. You will be well-organised and proactive, calm under pressure, and can communicate effectively (written and verbal). You will enjoy working in a challenging environment in which you can develop both personally and professionally. You will be a conscientious individual with exceptional attention to detail, with a passion for delivering a quality product to our customers. You will have the ability to build strong relationships internally and externally and work to demanding deadlines and targets. Responsibilities & Criteria As a Senior Pensions Administrator, you will manage and maintain the administration aspects of defined benefit and defined contribution pension schemes on behalf of the scheme trustees. Acting as point of contact for scheme members, scheme managers/trustees, and other third parties, you will provide mentoring and peer review of less experienced administrators. Our team carries out all types of exercises from winding up schemes and calculating members' pension benefits to carrying out forensic research for schemes, all the while providing an excellent service to the members of our Schemes. This variation makes Spence an exciting opportunity for anyone interested in a career in pensions. You will build a portfolio of clients to which you will manage all the transactions needed for their pension schemes, ensuring they are completed to the highest standards, within the service levels. You will become the key contact for pension members and your clients, answering queries over the phone and via written communication and attending Trustee meetings. You will become effective at providing clear and accurate information to members and beneficiaries. Key Criteria Broad pension's technical knowledge, with at least five years' experience working in a Defined Benefit pension administration environment and with a detailed understanding of defined benefit pensions schemes and UK pensions legislation, regulation, and codes of practice. Knowledge of systems e.g. Microsoft Office/Windows applications. Experience in managing ad-hoc and annual pension projects. Excellent communication skills both written and oral with the ability to articulate and communicate current and relevant issues to scheme members, pension trustees, and other relevant third parties. Experience of working proactively and using own initiative to complete tasks. The ability to perform in a fast-moving environment providing excellent service to clients and third parties with a desire to succeed at accomplishing challenging objectives. Desirable Criteria Knowledge of and experience with GMP Reconciliation/Equalisation calculations. Practical knowledge of the Pension Protection Fund (PPF). Circumstances Working hours: Monday to Friday, 37.5 hours per week with additional hours as and when required. Location: UK-wide with opportunity available in Belfast, Manchester, or Glasgow. All roles are subject to a six-month probationary period, and all prospective employees are required to complete an Access NI check. As part of the pre-hire process, the successful candidate will be subject to reference checking security vetting. 3173 is an Equal Opportunity Employer. Applying with a disability or long-term health condition? As part of our belief that we benefit from the differences among us, we are committed to increasing the representation of disabled colleagues and want to remove any barriers or challenges that get in the way of candidates with a disability or long-term health condition from applying to work with us. As part of this commitment, we guarantee to automatically interview anyone with a disability who meets the minimum criteria. If there is support or an adjustment that we can provide to enable you to be at your best during the recruitment and selection process, we encourage you to advise us in good time so that we may make suitable arrangements. We understand that being open with us may feel uncomfortable, so please only share with us the information that you are comfortable to share, and rest assured that we will use this only to provide you with the right support. Any information you give us will be treated completely confidentially. To discuss this further, please call and ask to speak to a member of the People & Culture team.
A rare opportunity has arisen for a strategic and technically strong Surveying Manager to join a highly regarded housing. This is an ideal role for someone who thrives on both leadership and delivery, with the ability to shape long-term asset investment plans while managing high-quality, resident-focused surveying services. You'll lead a small, multidisciplinary team responsible for the delivery of the planned investment programme, major repairs, compliance with the Decent Homes Standard, and mould prevention measures. You ll have end-to-end responsibility for the strategic planning, budgeting, procurement, and delivery of investment works ensuring that programmes align with 5-year and 30-year business plans. You will also take ownership of major property challenges as they arise, from disrepair to energy efficiency initiatives and adaptations. This is a highly visible and hands-on leadership role with strategic influence, meaningful resident engagement, and close collaboration with senior stakeholders. Key Responsibilities Lead delivery of the planned investment programme and major repair projects within time and budget Oversee contractor and consultant performance, ensuring procurement delivers value for money and full compliance Maintain and utilise the stock condition database to inform investment planning and long-term asset strategy Champion the organisation s approach to mould prevention, HHSRS compliance, and evolving Decent Homes Standards Serve as the organisational lead on adaptations, energy efficiency, and regulatory changes Line manage a team of 4 including surveyors, programme leads, analysts, and administrators Provide reports and updates to senior leadership, helping shape future direction of property services Support resident engagement and ensure complaints are resolved constructively with lessons learned Experience Experience managing planned maintenance and capital investment programmes in a housing or asset environment Proven ability to manage contractors, budgets, and programmes from inception to completion Strong understanding of building safety legislation, CDM 2015, and Decent Homes compliance Experience using asset management systems and stock condition data to inform strategy Excellent communication and stakeholder management skills, with the ability to influence at all levels A recognised qualification in building surveying or a related field (NVQ Level 4, HND or equivalent); RICS status is desirable Benefits : A salary of up to £63,800 per annum Hybrid working just two days per week in the office Generous benefits including excellent pension, annual leave, and professional development support A collaborative team environment and the chance to help shape long-term housing standards
Jun 02, 2025
Full time
A rare opportunity has arisen for a strategic and technically strong Surveying Manager to join a highly regarded housing. This is an ideal role for someone who thrives on both leadership and delivery, with the ability to shape long-term asset investment plans while managing high-quality, resident-focused surveying services. You'll lead a small, multidisciplinary team responsible for the delivery of the planned investment programme, major repairs, compliance with the Decent Homes Standard, and mould prevention measures. You ll have end-to-end responsibility for the strategic planning, budgeting, procurement, and delivery of investment works ensuring that programmes align with 5-year and 30-year business plans. You will also take ownership of major property challenges as they arise, from disrepair to energy efficiency initiatives and adaptations. This is a highly visible and hands-on leadership role with strategic influence, meaningful resident engagement, and close collaboration with senior stakeholders. Key Responsibilities Lead delivery of the planned investment programme and major repair projects within time and budget Oversee contractor and consultant performance, ensuring procurement delivers value for money and full compliance Maintain and utilise the stock condition database to inform investment planning and long-term asset strategy Champion the organisation s approach to mould prevention, HHSRS compliance, and evolving Decent Homes Standards Serve as the organisational lead on adaptations, energy efficiency, and regulatory changes Line manage a team of 4 including surveyors, programme leads, analysts, and administrators Provide reports and updates to senior leadership, helping shape future direction of property services Support resident engagement and ensure complaints are resolved constructively with lessons learned Experience Experience managing planned maintenance and capital investment programmes in a housing or asset environment Proven ability to manage contractors, budgets, and programmes from inception to completion Strong understanding of building safety legislation, CDM 2015, and Decent Homes compliance Experience using asset management systems and stock condition data to inform strategy Excellent communication and stakeholder management skills, with the ability to influence at all levels A recognised qualification in building surveying or a related field (NVQ Level 4, HND or equivalent); RICS status is desirable Benefits : A salary of up to £63,800 per annum Hybrid working just two days per week in the office Generous benefits including excellent pension, annual leave, and professional development support A collaborative team environment and the chance to help shape long-term housing standards
We re on the lookout for a grounded, yet ambitious forward-thinking Management Accountant / Bookkeeper who s confident with cloud tools, curious about new tech (AI included!), and passionate about helping real people make sense of their business finances. You ll be stepping into a team that values clarity, ownership, and genuine connection. This isn t just a seat-filler role - it s a key part of our evolving client-facing operations. We re not looking for someone who wants to hide behind spreadsheets all day. We want someone who s ready to roll up their sleeves, support ambitious business owners, and grow with us as we grow too. If you ve got solid accounting skills, a good sense of humour, and the kind of mindset that makes people say, "I actually like working with my accountant, then we d love to meet you. The Role at a Glance: Management Accountant / Bookkeeper Maidenhead Office Based 1-2 Days / Hybrid Working (Within 45 mins from office) £38,000 - £42,000 Plus 25 Days Holiday + Bank Holidays and Workplace Pension Full Time - Permanent Hours: 37.5 Hours Per Week (Flexibility around starting times) Values: Appreciation, Ownership, Understanding, Setting Expectations, Openness Company: B Corp Certified Accountancy Firm Partnering with Ambitious SMEs. Pedigree & Awards: Xero Most Valued Professional 2023 Awarded to Co-CEO Georgi Rollings, Shortlisted for Xero Small Accounting Firm of the Year 2023 and Accounting Excellence Small Accounting Firm of the Year 2023 Your Background / Skills: Entrepreneurial Management Accounting / Bookkeeping, Xero. Cloud Accounting Tools. Tech for Good. Inquisitive & Adaptable. Customer Facing Excellence. Consultative. You'll make the cut if you have: The ability to hold a client relationship and manage client facing meetings. Solid accounting tech skills, ideally Xero and Dext Prepare and overall comfort with adopting new tech. Strong technical accounting skills - a clear understanding of management accounts. About us: The path to success isn t always straight (and we don t pretend it is). After all, if running a business were easy, everyone would do it. That s where we come in. We provide professional backup to Limited Company owners who sometimes feel like imposters in their own business - the hardworking entrepreneurs constantly making big decisions, often unsure if they re heading in the right direction. But we don t just crunch numbers. We re genuinely interested in our clients. We love hearing about their business ideas, innovations, dreams, and goals. We re an open, sociable team where there are no silly questions. We re a positive bunch, and this is an open company. Not stu?y, or secretive. We take ownership and always do our best to provide clarity. Family time matters to us, and when we re not in the thick of it, you ll find us doing everything from knitting to cheering on Reading FC. If that sounds like a team you d be proud to be part of, we d love to have you on board. The Opportunity: We re now looking for a Management Accountant / Bookkeeper to join our talented team. You will become a vital member of our growing operations as we work to evolve and upskill our client-facing operations. Key Responsibilities: • Preparing accurate and insightful monthly and quarterly management accounts • Posting and reconciling accruals, prepayments, and other accounting adjustments • Preparing balance sheet reconciliations • Producing commentary and variance analysis • Carrying out transactional bookkeeping tasks as needed, including processing purchase and sales invoices, bank and credit card reconciliations and VAT returns • Gradually assisting in the transition of transactional work to automation or AI-assisted processes • Providing an excellent client service and acting as a day-to-day point of contact for assigned clients • Liaising with colleagues across the team to ensure quality, consistency, and deadlines are met • Assisting with the onboarding of new clients and improving internal workflows About you: Essential: • At least 3 years' experience in a bookkeeping or accounting role (ideally from within a practice) • Experience producing full management accounts, including adjustments • Strong working knowledge of Xero (certified preferred) • Comfortable with transactional bookkeeping and cloud accounting tools • Strong attention to detail, with good organisational and communication skills • Adaptable, curious, and open to new technologies especially AI in accounting Desirable: • AAT(L3+) / ACCA / CIMA part-qualified or qualified • Experience with automation tools such as Dext Prepare, Xenon Connect, or Xbert • Previous work in a practice environment What s on Offer: • Flexible and hybrid working culture • Purpose-led team focused on doing business the right way • Investment in your learning and development • Early adoption of technology and AI • Good promotional prospects Sounds like a good fit? Apply here for a fast-track path to our Leadership Team. Your Experience / Background / Previous Roles May Include: Accountant, Accounts Payable, Accounting Clerk, Practice Bookkeeper, Accounts Assistant, Accounts Administrator, Accounts Officer, Management Accounting, Part-Qualified Practice Accountant. Application notice We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect you may be contacted by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details. If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.
May 31, 2025
Full time
We re on the lookout for a grounded, yet ambitious forward-thinking Management Accountant / Bookkeeper who s confident with cloud tools, curious about new tech (AI included!), and passionate about helping real people make sense of their business finances. You ll be stepping into a team that values clarity, ownership, and genuine connection. This isn t just a seat-filler role - it s a key part of our evolving client-facing operations. We re not looking for someone who wants to hide behind spreadsheets all day. We want someone who s ready to roll up their sleeves, support ambitious business owners, and grow with us as we grow too. If you ve got solid accounting skills, a good sense of humour, and the kind of mindset that makes people say, "I actually like working with my accountant, then we d love to meet you. The Role at a Glance: Management Accountant / Bookkeeper Maidenhead Office Based 1-2 Days / Hybrid Working (Within 45 mins from office) £38,000 - £42,000 Plus 25 Days Holiday + Bank Holidays and Workplace Pension Full Time - Permanent Hours: 37.5 Hours Per Week (Flexibility around starting times) Values: Appreciation, Ownership, Understanding, Setting Expectations, Openness Company: B Corp Certified Accountancy Firm Partnering with Ambitious SMEs. Pedigree & Awards: Xero Most Valued Professional 2023 Awarded to Co-CEO Georgi Rollings, Shortlisted for Xero Small Accounting Firm of the Year 2023 and Accounting Excellence Small Accounting Firm of the Year 2023 Your Background / Skills: Entrepreneurial Management Accounting / Bookkeeping, Xero. Cloud Accounting Tools. Tech for Good. Inquisitive & Adaptable. Customer Facing Excellence. Consultative. You'll make the cut if you have: The ability to hold a client relationship and manage client facing meetings. Solid accounting tech skills, ideally Xero and Dext Prepare and overall comfort with adopting new tech. Strong technical accounting skills - a clear understanding of management accounts. About us: The path to success isn t always straight (and we don t pretend it is). After all, if running a business were easy, everyone would do it. That s where we come in. We provide professional backup to Limited Company owners who sometimes feel like imposters in their own business - the hardworking entrepreneurs constantly making big decisions, often unsure if they re heading in the right direction. But we don t just crunch numbers. We re genuinely interested in our clients. We love hearing about their business ideas, innovations, dreams, and goals. We re an open, sociable team where there are no silly questions. We re a positive bunch, and this is an open company. Not stu?y, or secretive. We take ownership and always do our best to provide clarity. Family time matters to us, and when we re not in the thick of it, you ll find us doing everything from knitting to cheering on Reading FC. If that sounds like a team you d be proud to be part of, we d love to have you on board. The Opportunity: We re now looking for a Management Accountant / Bookkeeper to join our talented team. You will become a vital member of our growing operations as we work to evolve and upskill our client-facing operations. Key Responsibilities: • Preparing accurate and insightful monthly and quarterly management accounts • Posting and reconciling accruals, prepayments, and other accounting adjustments • Preparing balance sheet reconciliations • Producing commentary and variance analysis • Carrying out transactional bookkeeping tasks as needed, including processing purchase and sales invoices, bank and credit card reconciliations and VAT returns • Gradually assisting in the transition of transactional work to automation or AI-assisted processes • Providing an excellent client service and acting as a day-to-day point of contact for assigned clients • Liaising with colleagues across the team to ensure quality, consistency, and deadlines are met • Assisting with the onboarding of new clients and improving internal workflows About you: Essential: • At least 3 years' experience in a bookkeeping or accounting role (ideally from within a practice) • Experience producing full management accounts, including adjustments • Strong working knowledge of Xero (certified preferred) • Comfortable with transactional bookkeeping and cloud accounting tools • Strong attention to detail, with good organisational and communication skills • Adaptable, curious, and open to new technologies especially AI in accounting Desirable: • AAT(L3+) / ACCA / CIMA part-qualified or qualified • Experience with automation tools such as Dext Prepare, Xenon Connect, or Xbert • Previous work in a practice environment What s on Offer: • Flexible and hybrid working culture • Purpose-led team focused on doing business the right way • Investment in your learning and development • Early adoption of technology and AI • Good promotional prospects Sounds like a good fit? Apply here for a fast-track path to our Leadership Team. Your Experience / Background / Previous Roles May Include: Accountant, Accounts Payable, Accounting Clerk, Practice Bookkeeper, Accounts Assistant, Accounts Administrator, Accounts Officer, Management Accounting, Part-Qualified Practice Accountant. Application notice We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect you may be contacted by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details. If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.
We re on the lookout for a grounded, yet ambitious forward-thinking Management Accountant / Bookkeeper who s confident with cloud tools, curious about new tech (AI included!), and passionate about helping real people make sense of their business finances. You ll be stepping into a team that values clarity, ownership, and genuine connection. This isn t just a seat-filler role - it s a key part of our evolving client-facing operations. We re not looking for someone who wants to hide behind spreadsheets all day. We want someone who s ready to roll up their sleeves, support ambitious business owners, and grow with us as we grow too. If you ve got solid accounting skills, a good sense of humour, and the kind of mindset that makes people say, "I actually like working with my accountant, then we d love to meet you. The Role at a Glance: Management Accountant / Bookkeeper Maidenhead Office Based 1-2 Days / Hybrid Working (Within 45 mins from office) £38,000 - £42,000 Plus 25 Days Holiday + Bank Holidays and Workplace Pension Full Time - Permanent Hours: 37.5 Hours Per Week (Flexibility around starting times) Values: Appreciation, Ownership, Understanding, Setting Expectations, Openness Company: B Corp Certified Accountancy Firm Partnering with Ambitious SMEs. Pedigree & Awards: Xero Most Valued Professional 2023 Awarded to Co-CEO Georgi Rollings, Shortlisted for Xero Small Accounting Firm of the Year 2023 and Accounting Excellence Small Accounting Firm of the Year 2023 Your Background / Skills: Entrepreneurial Management Accounting / Bookkeeping, Xero. Cloud Accounting Tools. Tech for Good. Inquisitive & Adaptable. Customer Facing Excellence. Consultative. You'll make the cut if you have: The ability to hold a client relationship and manage client facing meetings. Solid accounting tech skills, ideally Xero and Dext Prepare and overall comfort with adopting new tech. Strong technical accounting skills - a clear understanding of management accounts. About us: The path to success isn t always straight (and we don t pretend it is). After all, if running a business were easy, everyone would do it. That s where we come in. We provide professional backup to Limited Company owners who sometimes feel like imposters in their own business - the hardworking entrepreneurs constantly making big decisions, often unsure if they re heading in the right direction. But we don t just crunch numbers. We re genuinely interested in our clients. We love hearing about their business ideas, innovations, dreams, and goals. We re an open, sociable team where there are no silly questions. We re a positive bunch, and this is an open company. Not stu?y, or secretive. We take ownership and always do our best to provide clarity. Family time matters to us, and when we re not in the thick of it, you ll find us doing everything from knitting to cheering on Reading FC. If that sounds like a team you d be proud to be part of, we d love to have you on board. The Opportunity: We re now looking for a Management Accountant / Bookkeeper to join our talented team. You will become a vital member of our growing operations as we work to evolve and upskill our client-facing operations. Key Responsibilities: • Preparing accurate and insightful monthly and quarterly management accounts • Posting and reconciling accruals, prepayments, and other accounting adjustments • Preparing balance sheet reconciliations • Producing commentary and variance analysis • Carrying out transactional bookkeeping tasks as needed, including processing purchase and sales invoices, bank and credit card reconciliations and VAT returns • Gradually assisting in the transition of transactional work to automation or AI-assisted processes • Providing an excellent client service and acting as a day-to-day point of contact for assigned clients • Liaising with colleagues across the team to ensure quality, consistency, and deadlines are met • Assisting with the onboarding of new clients and improving internal workflows About you: Essential: • At least 3 years' experience in a bookkeeping or accounting role (ideally from within a practice) • Experience producing full management accounts, including adjustments • Strong working knowledge of Xero (certified preferred) • Comfortable with transactional bookkeeping and cloud accounting tools • Strong attention to detail, with good organisational and communication skills • Adaptable, curious, and open to new technologies especially AI in accounting Desirable: • AAT(L3+) / ACCA / CIMA part-qualified or qualified • Experience with automation tools such as Dext Prepare, Xenon Connect, or Xbert • Previous work in a practice environment What s on Offer: • Flexible and hybrid working culture • Purpose-led team focused on doing business the right way • Investment in your learning and development • Early adoption of technology and AI • Good promotional prospects Sounds like a good fit? Apply here for a fast-track path to our Leadership Team. Your Experience / Background / Previous Roles May Include: Accountant, Accounts Payable, Accounting Clerk, Practice Bookkeeper, Accounts Assistant, Accounts Administrator, Accounts Officer, Management Accounting, Part-Qualified Practice Accountant. Application notice We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect you may be contacted by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details. If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.
May 31, 2025
Full time
We re on the lookout for a grounded, yet ambitious forward-thinking Management Accountant / Bookkeeper who s confident with cloud tools, curious about new tech (AI included!), and passionate about helping real people make sense of their business finances. You ll be stepping into a team that values clarity, ownership, and genuine connection. This isn t just a seat-filler role - it s a key part of our evolving client-facing operations. We re not looking for someone who wants to hide behind spreadsheets all day. We want someone who s ready to roll up their sleeves, support ambitious business owners, and grow with us as we grow too. If you ve got solid accounting skills, a good sense of humour, and the kind of mindset that makes people say, "I actually like working with my accountant, then we d love to meet you. The Role at a Glance: Management Accountant / Bookkeeper Maidenhead Office Based 1-2 Days / Hybrid Working (Within 45 mins from office) £38,000 - £42,000 Plus 25 Days Holiday + Bank Holidays and Workplace Pension Full Time - Permanent Hours: 37.5 Hours Per Week (Flexibility around starting times) Values: Appreciation, Ownership, Understanding, Setting Expectations, Openness Company: B Corp Certified Accountancy Firm Partnering with Ambitious SMEs. Pedigree & Awards: Xero Most Valued Professional 2023 Awarded to Co-CEO Georgi Rollings, Shortlisted for Xero Small Accounting Firm of the Year 2023 and Accounting Excellence Small Accounting Firm of the Year 2023 Your Background / Skills: Entrepreneurial Management Accounting / Bookkeeping, Xero. Cloud Accounting Tools. Tech for Good. Inquisitive & Adaptable. Customer Facing Excellence. Consultative. You'll make the cut if you have: The ability to hold a client relationship and manage client facing meetings. Solid accounting tech skills, ideally Xero and Dext Prepare and overall comfort with adopting new tech. Strong technical accounting skills - a clear understanding of management accounts. About us: The path to success isn t always straight (and we don t pretend it is). After all, if running a business were easy, everyone would do it. That s where we come in. We provide professional backup to Limited Company owners who sometimes feel like imposters in their own business - the hardworking entrepreneurs constantly making big decisions, often unsure if they re heading in the right direction. But we don t just crunch numbers. We re genuinely interested in our clients. We love hearing about their business ideas, innovations, dreams, and goals. We re an open, sociable team where there are no silly questions. We re a positive bunch, and this is an open company. Not stu?y, or secretive. We take ownership and always do our best to provide clarity. Family time matters to us, and when we re not in the thick of it, you ll find us doing everything from knitting to cheering on Reading FC. If that sounds like a team you d be proud to be part of, we d love to have you on board. The Opportunity: We re now looking for a Management Accountant / Bookkeeper to join our talented team. You will become a vital member of our growing operations as we work to evolve and upskill our client-facing operations. Key Responsibilities: • Preparing accurate and insightful monthly and quarterly management accounts • Posting and reconciling accruals, prepayments, and other accounting adjustments • Preparing balance sheet reconciliations • Producing commentary and variance analysis • Carrying out transactional bookkeeping tasks as needed, including processing purchase and sales invoices, bank and credit card reconciliations and VAT returns • Gradually assisting in the transition of transactional work to automation or AI-assisted processes • Providing an excellent client service and acting as a day-to-day point of contact for assigned clients • Liaising with colleagues across the team to ensure quality, consistency, and deadlines are met • Assisting with the onboarding of new clients and improving internal workflows About you: Essential: • At least 3 years' experience in a bookkeeping or accounting role (ideally from within a practice) • Experience producing full management accounts, including adjustments • Strong working knowledge of Xero (certified preferred) • Comfortable with transactional bookkeeping and cloud accounting tools • Strong attention to detail, with good organisational and communication skills • Adaptable, curious, and open to new technologies especially AI in accounting Desirable: • AAT(L3+) / ACCA / CIMA part-qualified or qualified • Experience with automation tools such as Dext Prepare, Xenon Connect, or Xbert • Previous work in a practice environment What s on Offer: • Flexible and hybrid working culture • Purpose-led team focused on doing business the right way • Investment in your learning and development • Early adoption of technology and AI • Good promotional prospects Sounds like a good fit? Apply here for a fast-track path to our Leadership Team. Your Experience / Background / Previous Roles May Include: Accountant, Accounts Payable, Accounting Clerk, Practice Bookkeeper, Accounts Assistant, Accounts Administrator, Accounts Officer, Management Accounting, Part-Qualified Practice Accountant. Application notice We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect you may be contacted by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details. If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.
We re on the lookout for a grounded, yet ambitious forward-thinking Management Accountant / Bookkeeper who s confident with cloud tools, curious about new tech (AI included!), and passionate about helping real people make sense of their business finances. You ll be stepping into a team that values clarity, ownership, and genuine connection. This isn t just a seat-filler role - it s a key part of our evolving client-facing operations. We re not looking for someone who wants to hide behind spreadsheets all day. We want someone who s ready to roll up their sleeves, support ambitious business owners, and grow with us as we grow too. If you ve got solid accounting skills, a good sense of humour, and the kind of mindset that makes people say, "I actually like working with my accountant, then we d love to meet you. The Role at a Glance: Management Accountant / Bookkeeper Maidenhead Office Based 1-2 Days / Hybrid Working (Within 45 mins from office) £38,000 - £42,000 Plus 25 Days Holiday + Bank Holidays and Workplace Pension Full Time - Permanent Hours: 37.5 Hours Per Week (Flexibility around starting times) Values: Appreciation, Ownership, Understanding, Setting Expectations, Openness Company: B Corp Certified Accountancy Firm Partnering with Ambitious SMEs. Pedigree & Awards: Xero Most Valued Professional 2023 Awarded to Co-CEO Georgi Rollings, Shortlisted for Xero Small Accounting Firm of the Year 2023 and Accounting Excellence Small Accounting Firm of the Year 2023 Your Background / Skills: Entrepreneurial Management Accounting / Bookkeeping, Xero. Cloud Accounting Tools. Tech for Good. Inquisitive & Adaptable. Customer Facing Excellence. Consultative. You'll make the cut if you have: The ability to hold a client relationship and manage client facing meetings. Solid accounting tech skills, ideally Xero and Dext Prepare and overall comfort with adopting new tech. Strong technical accounting skills - a clear understanding of management accounts. About us: The path to success isn t always straight (and we don t pretend it is). After all, if running a business were easy, everyone would do it. That s where we come in. We provide professional backup to Limited Company owners who sometimes feel like imposters in their own business - the hardworking entrepreneurs constantly making big decisions, often unsure if they re heading in the right direction. But we don t just crunch numbers. We re genuinely interested in our clients. We love hearing about their business ideas, innovations, dreams, and goals. We re an open, sociable team where there are no silly questions. We re a positive bunch, and this is an open company. Not stu?y, or secretive. We take ownership and always do our best to provide clarity. Family time matters to us, and when we re not in the thick of it, you ll find us doing everything from knitting to cheering on Reading FC. If that sounds like a team you d be proud to be part of, we d love to have you on board. The Opportunity: We re now looking for a Management Accountant / Bookkeeper to join our talented team. You will become a vital member of our growing operations as we work to evolve and upskill our client-facing operations. Key Responsibilities: • Preparing accurate and insightful monthly and quarterly management accounts • Posting and reconciling accruals, prepayments, and other accounting adjustments • Preparing balance sheet reconciliations • Producing commentary and variance analysis • Carrying out transactional bookkeeping tasks as needed, including processing purchase and sales invoices, bank and credit card reconciliations and VAT returns • Gradually assisting in the transition of transactional work to automation or AI-assisted processes • Providing an excellent client service and acting as a day-to-day point of contact for assigned clients • Liaising with colleagues across the team to ensure quality, consistency, and deadlines are met • Assisting with the onboarding of new clients and improving internal workflows About you: Essential: • At least 3 years' experience in a bookkeeping or accounting role (ideally from within a practice) • Experience producing full management accounts, including adjustments • Strong working knowledge of Xero (certified preferred) • Comfortable with transactional bookkeeping and cloud accounting tools • Strong attention to detail, with good organisational and communication skills • Adaptable, curious, and open to new technologies especially AI in accounting Desirable: • AAT(L3+) / ACCA / CIMA part-qualified or qualified • Experience with automation tools such as Dext Prepare, Xenon Connect, or Xbert • Previous work in a practice environment What s on Offer: • Flexible and hybrid working culture • Purpose-led team focused on doing business the right way • Investment in your learning and development • Early adoption of technology and AI • Good promotional prospects Sounds like a good fit? Apply here for a fast-track path to our Leadership Team. Your Experience / Background / Previous Roles May Include: Accountant, Accounts Payable, Accounting Clerk, Practice Bookkeeper, Accounts Assistant, Accounts Administrator, Accounts Officer, Management Accounting, Part-Qualified Practice Accountant. Application notice We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect you may be contacted by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details. If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.
May 31, 2025
Full time
We re on the lookout for a grounded, yet ambitious forward-thinking Management Accountant / Bookkeeper who s confident with cloud tools, curious about new tech (AI included!), and passionate about helping real people make sense of their business finances. You ll be stepping into a team that values clarity, ownership, and genuine connection. This isn t just a seat-filler role - it s a key part of our evolving client-facing operations. We re not looking for someone who wants to hide behind spreadsheets all day. We want someone who s ready to roll up their sleeves, support ambitious business owners, and grow with us as we grow too. If you ve got solid accounting skills, a good sense of humour, and the kind of mindset that makes people say, "I actually like working with my accountant, then we d love to meet you. The Role at a Glance: Management Accountant / Bookkeeper Maidenhead Office Based 1-2 Days / Hybrid Working (Within 45 mins from office) £38,000 - £42,000 Plus 25 Days Holiday + Bank Holidays and Workplace Pension Full Time - Permanent Hours: 37.5 Hours Per Week (Flexibility around starting times) Values: Appreciation, Ownership, Understanding, Setting Expectations, Openness Company: B Corp Certified Accountancy Firm Partnering with Ambitious SMEs. Pedigree & Awards: Xero Most Valued Professional 2023 Awarded to Co-CEO Georgi Rollings, Shortlisted for Xero Small Accounting Firm of the Year 2023 and Accounting Excellence Small Accounting Firm of the Year 2023 Your Background / Skills: Entrepreneurial Management Accounting / Bookkeeping, Xero. Cloud Accounting Tools. Tech for Good. Inquisitive & Adaptable. Customer Facing Excellence. Consultative. You'll make the cut if you have: The ability to hold a client relationship and manage client facing meetings. Solid accounting tech skills, ideally Xero and Dext Prepare and overall comfort with adopting new tech. Strong technical accounting skills - a clear understanding of management accounts. About us: The path to success isn t always straight (and we don t pretend it is). After all, if running a business were easy, everyone would do it. That s where we come in. We provide professional backup to Limited Company owners who sometimes feel like imposters in their own business - the hardworking entrepreneurs constantly making big decisions, often unsure if they re heading in the right direction. But we don t just crunch numbers. We re genuinely interested in our clients. We love hearing about their business ideas, innovations, dreams, and goals. We re an open, sociable team where there are no silly questions. We re a positive bunch, and this is an open company. Not stu?y, or secretive. We take ownership and always do our best to provide clarity. Family time matters to us, and when we re not in the thick of it, you ll find us doing everything from knitting to cheering on Reading FC. If that sounds like a team you d be proud to be part of, we d love to have you on board. The Opportunity: We re now looking for a Management Accountant / Bookkeeper to join our talented team. You will become a vital member of our growing operations as we work to evolve and upskill our client-facing operations. Key Responsibilities: • Preparing accurate and insightful monthly and quarterly management accounts • Posting and reconciling accruals, prepayments, and other accounting adjustments • Preparing balance sheet reconciliations • Producing commentary and variance analysis • Carrying out transactional bookkeeping tasks as needed, including processing purchase and sales invoices, bank and credit card reconciliations and VAT returns • Gradually assisting in the transition of transactional work to automation or AI-assisted processes • Providing an excellent client service and acting as a day-to-day point of contact for assigned clients • Liaising with colleagues across the team to ensure quality, consistency, and deadlines are met • Assisting with the onboarding of new clients and improving internal workflows About you: Essential: • At least 3 years' experience in a bookkeeping or accounting role (ideally from within a practice) • Experience producing full management accounts, including adjustments • Strong working knowledge of Xero (certified preferred) • Comfortable with transactional bookkeeping and cloud accounting tools • Strong attention to detail, with good organisational and communication skills • Adaptable, curious, and open to new technologies especially AI in accounting Desirable: • AAT(L3+) / ACCA / CIMA part-qualified or qualified • Experience with automation tools such as Dext Prepare, Xenon Connect, or Xbert • Previous work in a practice environment What s on Offer: • Flexible and hybrid working culture • Purpose-led team focused on doing business the right way • Investment in your learning and development • Early adoption of technology and AI • Good promotional prospects Sounds like a good fit? Apply here for a fast-track path to our Leadership Team. Your Experience / Background / Previous Roles May Include: Accountant, Accounts Payable, Accounting Clerk, Practice Bookkeeper, Accounts Assistant, Accounts Administrator, Accounts Officer, Management Accounting, Part-Qualified Practice Accountant. Application notice We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect you may be contacted by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details. If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.
Dynamite Recruitment are are looking for a proactive and detail-oriented Financial Planning Administrator to support a small team of financial advisers and paraplanners. This is a great opportunity for someone with experience in financial services who wants to build their knowledge and grow within a professional, client-focused environment. Key Responsibilities Provide administrative support for client reviews and new business processing Communicate professionally with clients by phone, email, and letter Maintain and update client records Assist with preparing documentation for paraplanners, including fund switch reports and valuations Ensure all files are accurate and compliant with regulatory standards Support paraplanners with basic suitability report preparation when required What We re Looking For: At least 2 years experience in a financial services Good understanding of pensions, investments, life assurance, and mortgages Strong communication and organisational skills Proficient in Microsoft Word, with basic Excel knowledge Benefits Competitive salary Non-contributory pension scheme Private medical insurance Support for exams and professional development CPD time and internal training provided For more details please apply or contact Tegan at Dynamite Recruitment
May 30, 2025
Full time
Dynamite Recruitment are are looking for a proactive and detail-oriented Financial Planning Administrator to support a small team of financial advisers and paraplanners. This is a great opportunity for someone with experience in financial services who wants to build their knowledge and grow within a professional, client-focused environment. Key Responsibilities Provide administrative support for client reviews and new business processing Communicate professionally with clients by phone, email, and letter Maintain and update client records Assist with preparing documentation for paraplanners, including fund switch reports and valuations Ensure all files are accurate and compliant with regulatory standards Support paraplanners with basic suitability report preparation when required What We re Looking For: At least 2 years experience in a financial services Good understanding of pensions, investments, life assurance, and mortgages Strong communication and organisational skills Proficient in Microsoft Word, with basic Excel knowledge Benefits Competitive salary Non-contributory pension scheme Private medical insurance Support for exams and professional development CPD time and internal training provided For more details please apply or contact Tegan at Dynamite Recruitment
Sewell Wallis is excited to be representing this company on a truly career changing opportunity, working for a giant in the Property sector as a Management Accountant! Based in Stockport, Greater Manchester and easily commutable from surrounding areas due to great transport links! This company has been through significant change and growth within the last 18 months, offering consistent growth and development and unrivalled opportunity to progress within your career. We have had consistent feedback from everyone we have historically placed within the organisation that it's a brilliant move for your career. Promises materialise and a huge amount of development is on offer for the right individuals. If you have property sector experience and looking for your next move - I'd love to hear from you! What will you be doing? The Management Accountant will own the module setup, ensuring all CAPEX is coded correctly Responsible for the management of transactional uploads Work collaboratively with external cost consultants to report actuals against budget on a monthly basis Recognise cost accruals as part of the month-end reporting cycle Prepare CAPEX numbers for monthly CAPEX/earn-out drawdown and provide to the Treasury team with insightful variance analysis Undertaking tax and reporting obligations Actualise portfolio CAPEX monthly and implement an insightful output report Produce financial reporting to the development team for land held under options and organise all receipts for costs spent to date Provide all necessary information to the valuers with respect to investment property identified as land or assets under construction Assist in the preparation of monthly and management accounts Dealing with ad hoc queries What skills will you need? Qualified in ACCA/ACA/CIMA Experienced in the property sector as a Management Accountant Ambitious attitude with initiative and drive Strong user of Excel Preferably exposed previously to Power BI What's on offer? Hybrid working - 3 days in the office Up to a 20% bonus Solid focus on wellbeing in the organisation with an on-site Yoga studio on offer 7% pension Free food Huge company events On-site parking Career development with a growing company Please apply below, or for more information, contact Hannah Sharp. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
May 30, 2025
Full time
Sewell Wallis is excited to be representing this company on a truly career changing opportunity, working for a giant in the Property sector as a Management Accountant! Based in Stockport, Greater Manchester and easily commutable from surrounding areas due to great transport links! This company has been through significant change and growth within the last 18 months, offering consistent growth and development and unrivalled opportunity to progress within your career. We have had consistent feedback from everyone we have historically placed within the organisation that it's a brilliant move for your career. Promises materialise and a huge amount of development is on offer for the right individuals. If you have property sector experience and looking for your next move - I'd love to hear from you! What will you be doing? The Management Accountant will own the module setup, ensuring all CAPEX is coded correctly Responsible for the management of transactional uploads Work collaboratively with external cost consultants to report actuals against budget on a monthly basis Recognise cost accruals as part of the month-end reporting cycle Prepare CAPEX numbers for monthly CAPEX/earn-out drawdown and provide to the Treasury team with insightful variance analysis Undertaking tax and reporting obligations Actualise portfolio CAPEX monthly and implement an insightful output report Produce financial reporting to the development team for land held under options and organise all receipts for costs spent to date Provide all necessary information to the valuers with respect to investment property identified as land or assets under construction Assist in the preparation of monthly and management accounts Dealing with ad hoc queries What skills will you need? Qualified in ACCA/ACA/CIMA Experienced in the property sector as a Management Accountant Ambitious attitude with initiative and drive Strong user of Excel Preferably exposed previously to Power BI What's on offer? Hybrid working - 3 days in the office Up to a 20% bonus Solid focus on wellbeing in the organisation with an on-site Yoga studio on offer 7% pension Free food Huge company events On-site parking Career development with a growing company Please apply below, or for more information, contact Hannah Sharp. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
