Senior Pensions Administrator (Up to Consultant Level) Location: Portsmouth office (hybrid working) Contract: Permanent, Full Time We're recruiting for an experienced Senior Pensions Administrator to join a UK-wide pensions administration team at consultant level. This is a fantastic opportunity for someone who wants to take ownership of complex work, mentor others, and play a key role in delivering high-quality service to pension scheme members. About the role Administer defined benefit pension schemes accurately and efficiently Calculate and pay benefits in line with scheme rules Maintain member records and respond to enquiries by phone, email, and letter Check and authorise work, support and train team members Liaise with clients, actuaries, and third parties Contribute to projects and ensure deadlines are met What we're looking for Previous experience in pensions administration, particularly DB schemes Strong organisational skills and attention to detail Excellent communication and a proactive, can-do attitude Willingness to study for pensions qualifications Ability to act as a point of reference for technical queries and mentor junior colleagues What's on offer Competitive salary and annual bonus scheme Hybrid working from the Portsmouth office 25 days holiday plus flexible options Pension scheme with matching contributions Healthcare cash plan and flexible benefits Life assurance (4x salary) Discounts, digital GP access, and employee assistance programme Paid volunteering day and staff referral scheme This is a senior-level position offering real responsibility and career progression. If you're ready to take the next step in your pensions career, apply today! Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job. JBRP1_UKTJ
Dec 13, 2025
Full time
Senior Pensions Administrator (Up to Consultant Level) Location: Portsmouth office (hybrid working) Contract: Permanent, Full Time We're recruiting for an experienced Senior Pensions Administrator to join a UK-wide pensions administration team at consultant level. This is a fantastic opportunity for someone who wants to take ownership of complex work, mentor others, and play a key role in delivering high-quality service to pension scheme members. About the role Administer defined benefit pension schemes accurately and efficiently Calculate and pay benefits in line with scheme rules Maintain member records and respond to enquiries by phone, email, and letter Check and authorise work, support and train team members Liaise with clients, actuaries, and third parties Contribute to projects and ensure deadlines are met What we're looking for Previous experience in pensions administration, particularly DB schemes Strong organisational skills and attention to detail Excellent communication and a proactive, can-do attitude Willingness to study for pensions qualifications Ability to act as a point of reference for technical queries and mentor junior colleagues What's on offer Competitive salary and annual bonus scheme Hybrid working from the Portsmouth office 25 days holiday plus flexible options Pension scheme with matching contributions Healthcare cash plan and flexible benefits Life assurance (4x salary) Discounts, digital GP access, and employee assistance programme Paid volunteering day and staff referral scheme This is a senior-level position offering real responsibility and career progression. If you're ready to take the next step in your pensions career, apply today! Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job. JBRP1_UKTJ
Senior Pensions Administrator (Up to Consultant Level) Location: Portsmouth office (hybrid working) Contract: Permanent, Full Time We're recruiting for an experienced Senior Pensions Administrator to join a UK-wide pensions administration team at consultant level. This is a fantastic opportunity for someone who wants to take ownership of complex work, mentor others, and play a key role in delivering high-quality service to pension scheme members. About the role Administer defined benefit pension schemes accurately and efficiently Calculate and pay benefits in line with scheme rules Maintain member records and respond to enquiries by phone, email, and letter Check and authorise work, support and train team members Liaise with clients, actuaries, and third parties Contribute to projects and ensure deadlines are met What we're looking for Previous experience in pensions administration, particularly DB schemes Strong organisational skills and attention to detail Excellent communication and a proactive, can-do attitude Willingness to study for pensions qualifications Ability to act as a point of reference for technical queries and mentor junior colleagues What's on offer Competitive salary and annual bonus scheme Hybrid working from the Portsmouth office 25 days holiday plus flexible options Pension scheme with matching contributions Healthcare cash plan and flexible benefits Life assurance (4x salary) Discounts, digital GP access, and employee assistance programme Paid volunteering day and staff referral scheme This is a senior-level position offering real responsibility and career progression. If you're ready to take the next step in your pensions career, apply today! Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job. JBRP1_UKTJ
Dec 13, 2025
Full time
Senior Pensions Administrator (Up to Consultant Level) Location: Portsmouth office (hybrid working) Contract: Permanent, Full Time We're recruiting for an experienced Senior Pensions Administrator to join a UK-wide pensions administration team at consultant level. This is a fantastic opportunity for someone who wants to take ownership of complex work, mentor others, and play a key role in delivering high-quality service to pension scheme members. About the role Administer defined benefit pension schemes accurately and efficiently Calculate and pay benefits in line with scheme rules Maintain member records and respond to enquiries by phone, email, and letter Check and authorise work, support and train team members Liaise with clients, actuaries, and third parties Contribute to projects and ensure deadlines are met What we're looking for Previous experience in pensions administration, particularly DB schemes Strong organisational skills and attention to detail Excellent communication and a proactive, can-do attitude Willingness to study for pensions qualifications Ability to act as a point of reference for technical queries and mentor junior colleagues What's on offer Competitive salary and annual bonus scheme Hybrid working from the Portsmouth office 25 days holiday plus flexible options Pension scheme with matching contributions Healthcare cash plan and flexible benefits Life assurance (4x salary) Discounts, digital GP access, and employee assistance programme Paid volunteering day and staff referral scheme This is a senior-level position offering real responsibility and career progression. If you're ready to take the next step in your pensions career, apply today! Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job. JBRP1_UKTJ
A leading financial services provider in Glasgow is seeking a Client Administrator to join their SIPP team. This role involves handling client administration tasks efficiently while ensuring high service levels and compliance with regulations. Candidates should have GCSE Maths and English or equivalent, with desirable experience in pensions and strong interpersonal skills. This 18-month fixed-term contract offers a hybrid working arrangement and competitive benefits including a bonus and generous pension scheme.
Dec 13, 2025
Full time
A leading financial services provider in Glasgow is seeking a Client Administrator to join their SIPP team. This role involves handling client administration tasks efficiently while ensuring high service levels and compliance with regulations. Candidates should have GCSE Maths and English or equivalent, with desirable experience in pensions and strong interpersonal skills. This 18-month fixed-term contract offers a hybrid working arrangement and competitive benefits including a bonus and generous pension scheme.
We are seeking a Client Administrator to join our SIPP team. This role can be based in our Glasgow or Cheltenham office on a hybrid working basis. This is an 18 month fixed term contract. The purpose of this role is to carry out any administration tasks for clients as required and ensure a high level of service is delivered at the most effective cost whilst ensuring regulatory and legislative requirements are met, and all clients are treated fairly. A snapshot of your day: All administration should be relevant to the client needs and service is delivered within any agreed service levels, priorities and quality standards. Carry out any client work taking responsibility for client communication and ownership of tasks as appropriate. Ensure that client needs are fully understood and administered in line with documented procedures. Ensure time is appropriately and accurately recorded against tasks on a daily basis and work to minimise non billable time. Work in accordance with BW values, behavioural competencies and treating customers fairly requirements. We would love to hear from you if you have: GCSE Maths and English at grade C/5 or equivalent. Experience in pensions and working in a team environment is desirable. Knowledge of the SIPP market place is preferred Strong communication and interpersonal skills are essential. The ability to work hard with the right attribute towards the continuous development of your skills and knowledge. What's in it for you: Competitive discretionary annual bonus Generous pension scheme (8%) Core benefits for you including private medical cover, life assurance (x4 - x10), group income protection (65%), and up to 30 days holiday per year with holiday trading A comprehensive range of voluntary benefits to suit you (and your family) including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance - we pay up to 50% of your gym/sports membership (up to 50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts Happy to talk flexible working. Accessibility We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility.
Dec 13, 2025
Full time
We are seeking a Client Administrator to join our SIPP team. This role can be based in our Glasgow or Cheltenham office on a hybrid working basis. This is an 18 month fixed term contract. The purpose of this role is to carry out any administration tasks for clients as required and ensure a high level of service is delivered at the most effective cost whilst ensuring regulatory and legislative requirements are met, and all clients are treated fairly. A snapshot of your day: All administration should be relevant to the client needs and service is delivered within any agreed service levels, priorities and quality standards. Carry out any client work taking responsibility for client communication and ownership of tasks as appropriate. Ensure that client needs are fully understood and administered in line with documented procedures. Ensure time is appropriately and accurately recorded against tasks on a daily basis and work to minimise non billable time. Work in accordance with BW values, behavioural competencies and treating customers fairly requirements. We would love to hear from you if you have: GCSE Maths and English at grade C/5 or equivalent. Experience in pensions and working in a team environment is desirable. Knowledge of the SIPP market place is preferred Strong communication and interpersonal skills are essential. The ability to work hard with the right attribute towards the continuous development of your skills and knowledge. What's in it for you: Competitive discretionary annual bonus Generous pension scheme (8%) Core benefits for you including private medical cover, life assurance (x4 - x10), group income protection (65%), and up to 30 days holiday per year with holiday trading A comprehensive range of voluntary benefits to suit you (and your family) including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance - we pay up to 50% of your gym/sports membership (up to 50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts Happy to talk flexible working. Accessibility We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility.
PURPOSE OF JOB The role holder will be required to perform administration, transactions and related work in the Tailored Services Team. They will be required to manage varied client work, under the supervision of a line Manager. They will provide support to the Management Team and Trustees, and will be responsible for assisting the Relationship Managers, potentially covering the spectrum of the divisions' service lines. For further information and to apply please visit:
Dec 13, 2025
Full time
PURPOSE OF JOB The role holder will be required to perform administration, transactions and related work in the Tailored Services Team. They will be required to manage varied client work, under the supervision of a line Manager. They will provide support to the Management Team and Trustees, and will be responsible for assisting the Relationship Managers, potentially covering the spectrum of the divisions' service lines. For further information and to apply please visit:
Search Consultancy are currently recruiting for our client, an award winning organisation in their field who are looking to add a Salesforce Administrator to their busy sales department, on an ongoing temporary basis. My client is based in Hillington and ideally you will have your own car or live locally to allow you to travel easily to the area. You must have experience of working as a Sales Administrator as you will be expected to support the sales team and be able to hit the ground running with minimal supervision. The salary for this position will be £13.39per hour. You will work Monday - Thursday 8am - 4:45pm and Friday 9am - 12:30pm. You must be available to start immediately. This is a long term temporary contract, with scope for long term opportunities. Duties and Responsibilities will include: Representing the company in a professional and competent manner at all times and develop strong working relationships with colleagues and clients Checking purchase orders Processing orders Keeping clients up to date with delivery status Check the stock of parts on their internal systems and sourcing elsewhere if there is not enough required stock The administration of the Sales In-box and the identification of new business opportunities. Checking all invoices are passed to finance to submission in timely manner To be considered you must: Have strong sales administration/ customer service support skills Be available immediately Competent user of all Microsoft packages including excel Experience of dealing with customers via telephone and email You must be commutable to Hillington either by car or use of public transport within a reasonable time. If you have the relevant experience and are available immediately please apply by submitting your CV or email Denise at the Glasgow office Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Dec 13, 2025
Full time
Search Consultancy are currently recruiting for our client, an award winning organisation in their field who are looking to add a Salesforce Administrator to their busy sales department, on an ongoing temporary basis. My client is based in Hillington and ideally you will have your own car or live locally to allow you to travel easily to the area. You must have experience of working as a Sales Administrator as you will be expected to support the sales team and be able to hit the ground running with minimal supervision. The salary for this position will be £13.39per hour. You will work Monday - Thursday 8am - 4:45pm and Friday 9am - 12:30pm. You must be available to start immediately. This is a long term temporary contract, with scope for long term opportunities. Duties and Responsibilities will include: Representing the company in a professional and competent manner at all times and develop strong working relationships with colleagues and clients Checking purchase orders Processing orders Keeping clients up to date with delivery status Check the stock of parts on their internal systems and sourcing elsewhere if there is not enough required stock The administration of the Sales In-box and the identification of new business opportunities. Checking all invoices are passed to finance to submission in timely manner To be considered you must: Have strong sales administration/ customer service support skills Be available immediately Competent user of all Microsoft packages including excel Experience of dealing with customers via telephone and email You must be commutable to Hillington either by car or use of public transport within a reasonable time. If you have the relevant experience and are available immediately please apply by submitting your CV or email Denise at the Glasgow office Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Leapfrog Recruitment Consultants
Lochboisdale, Isle Of South Uist
Senior Administrator - Trust & Corporate Job Ref: LF40536 Join a growing and well-respected fiduciary business providing private client and corporate administration services. In this role, you will manage a varied portfolio of client structures, delivering high-quality administration and relationship management. This is a great opportunity for a motivated trust and corporate services professional to progress within a collaborative and dynamic team. Duties Administering a portfolio of trust and company structures in line with regulatory and internal standards. Maintaining accurate records, statutory documentation and minute files for client entities. Liaising with clients, intermediaries and professional advisers on day-to-day matters. Processing transactions, preparing board packs, resolutions and client correspondence. Assisting with client reviews, risk assessments and compliance-related documentation. Ensuring timely billing, cash collection and maintenance of WIP and debtor positions. Supporting junior team members where required and contributing to procedural improvements. Keeping up to date with changes in relevant legislation, regulation and best practice. Skills / Qualifications The ideal candidate will have 3-5 years' experience in trust and corporate administration, with a good understanding of fiduciary structures and regulatory frameworks. Holding a relevant professional qualification such as STEP, ICSA or ACCA is desirable, although study support will be offered to those working toward certification. Strong organisational, communication and client relationship skills are essential, along with a proactive and detail-oriented approach to service delivery. For a full job description or further information on this role please call 711188, or email . If you wish to apply for this role, please submit your CV via the Apply Now button below. Related Trust & Company Administration Jobs in Guernsey
Dec 13, 2025
Full time
Senior Administrator - Trust & Corporate Job Ref: LF40536 Join a growing and well-respected fiduciary business providing private client and corporate administration services. In this role, you will manage a varied portfolio of client structures, delivering high-quality administration and relationship management. This is a great opportunity for a motivated trust and corporate services professional to progress within a collaborative and dynamic team. Duties Administering a portfolio of trust and company structures in line with regulatory and internal standards. Maintaining accurate records, statutory documentation and minute files for client entities. Liaising with clients, intermediaries and professional advisers on day-to-day matters. Processing transactions, preparing board packs, resolutions and client correspondence. Assisting with client reviews, risk assessments and compliance-related documentation. Ensuring timely billing, cash collection and maintenance of WIP and debtor positions. Supporting junior team members where required and contributing to procedural improvements. Keeping up to date with changes in relevant legislation, regulation and best practice. Skills / Qualifications The ideal candidate will have 3-5 years' experience in trust and corporate administration, with a good understanding of fiduciary structures and regulatory frameworks. Holding a relevant professional qualification such as STEP, ICSA or ACCA is desirable, although study support will be offered to those working toward certification. Strong organisational, communication and client relationship skills are essential, along with a proactive and detail-oriented approach to service delivery. For a full job description or further information on this role please call 711188, or email . If you wish to apply for this role, please submit your CV via the Apply Now button below. Related Trust & Company Administration Jobs in Guernsey
Who we are interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We've been helping investors for nearly 30 years. We've seen market highs and lows and been resilient throughout. We're now the UK's number one flat-fee investment platform, with assets under administration approaching £75 billion and over 450,000 customers. For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 20,000 UK and international investment options, including shares, funds, trusts and ETFs. We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights. What we stand for It's simple we want to help people confidently take control of their financial future, for interactive investor to go from strength to strength and be a workplace where we can all thrive. Our customer driven approach and bold values sit at the heart of this. We are honest, straight talking and transparent with our customers and our colleagues. We are decisive and take ownership of what we say and deliver. We are ambitious and passionate and encouraged to fight for what we believe is right for our customers, our teams, ourselves and interactive investor. Purpose of the role We are recruiting for an Operations Administrator to join our Operations team. This Operations Administrator role is responsible for the effective processing of tasks within the Operations department, this includes but not exhaustive to Cash, Settlements, Customer Accounts, Pensions, Transfers, Reconciliations and Corporate Actions. Ensuring accurate adherence to the departments policies, procedures and regulatory responsibilities. This role will also include building good relationships with both internal departments and external stakeholders. Responsibilities will include providing the highest quality service to our customers and answering queries from the Customer Services department and dealing with email/phone queries from customers that relate to Operational processes. Key Responsibilities Timely processing of tasks and queries, with a high degree of accuracy. Provide outstanding customer service to meet the requirements of both internal and external customers. Make customer contact via appropriate mediums to enable straight through processing, where appropriate. Adherence to the regulations that apply to the area that you are working in. Escalate identified risks and unresolved issues, providing accurate information to support the investigation. Ensure corrective or preventative actions are treated with priority. Continually and appropriately challenge policy, processes and procedures, recommending improvements to increase efficiency and improve quality. Be part of the departmental telephone query team to support all queries and requests from internal customers. Work as part of a team, supporting colleagues and promoting a positive work environment & team spirit. Confident in delivering an efficient, consistent and high-quality service to our customers. Flexibility to move between tasks as business needs require. Maintain the organisation's first line of defence by ensuring adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance. Make informed risk decisions and effectively and credibly debate and challenge management recommendations within your role in line with the approved Risk Management Framework. Support the team with ensuring departmental procedures are up to date. Use the Training & Competence scheme to maintain the appropriate knowledge, skills and expertise to carry out your role Provide Management Information, as and when required. Provide support as needed, in order to assist in delivering team objectives. Skills & Experience Required Detailed knowledge of departmental processes and purpose. Detailed understanding of internal systems used within the department and how they impact the client journey. Ability to use initiative and problem solving skills to creatively resolve issues and find solutions. Advanced communication skills - ability to build rapport with colleagues, customers and 3rd parties as required, across all communication channels. Sharing information in a clear and professional manner. Advanced enthusiasm and willingness to learn new tasks and pass on this knowledge through training, coaching and mentoring. Demonstrate the ability to prioritise and manage own workload in accordance with assigned priorities. Ability to adapt to a changing regulatory environment. Demonstrate flexibility, to move between different tasks and at short notice to support business requirements. Advanced ability to deal with high volumes of processing work and stay calm under pressure. Display emotional resilience when handling difficult situations, whilst always maintaining a high level of accuracy. Ability to think holistically and creatively in delivering operational change in line with a defined strategy/ vision. Knowledge of the business objectives, products and processes and consistently demonstrate ii values. High degree of PC literacy - navigate a broad range of internal systems, advanced knowledge of MS Office applications. Knowledge of the Financial Services Sector - specifically Wealth Management. Knowledge of the regulatory and legislative environment and associated risks that require managing. Understand FCA rules in particular CASS rules and the principles of Treating Customers Fairly. Understand the regulatory environment and associated risks that require managing. Use the Training & Competence scheme, to maintain the appropriate knowledge, skills and expertise to carry out the role competently, including the timely completion of all mandatory and recommended training. Minimum of 2 years' experience working within an administration environment. Personal Attributes STRAIGHT TALKING MOVING WITH SPEED OWNING THE OUTCOME Clear communicator Strong team player Demonstrated passion and drive for delivering the best outcome Moving with speed - delivering faster and better Decisive and take ownership of outcomes Not afraid to challenge and be open to challenges
Dec 13, 2025
Full time
Who we are interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We've been helping investors for nearly 30 years. We've seen market highs and lows and been resilient throughout. We're now the UK's number one flat-fee investment platform, with assets under administration approaching £75 billion and over 450,000 customers. For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 20,000 UK and international investment options, including shares, funds, trusts and ETFs. We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights. What we stand for It's simple we want to help people confidently take control of their financial future, for interactive investor to go from strength to strength and be a workplace where we can all thrive. Our customer driven approach and bold values sit at the heart of this. We are honest, straight talking and transparent with our customers and our colleagues. We are decisive and take ownership of what we say and deliver. We are ambitious and passionate and encouraged to fight for what we believe is right for our customers, our teams, ourselves and interactive investor. Purpose of the role We are recruiting for an Operations Administrator to join our Operations team. This Operations Administrator role is responsible for the effective processing of tasks within the Operations department, this includes but not exhaustive to Cash, Settlements, Customer Accounts, Pensions, Transfers, Reconciliations and Corporate Actions. Ensuring accurate adherence to the departments policies, procedures and regulatory responsibilities. This role will also include building good relationships with both internal departments and external stakeholders. Responsibilities will include providing the highest quality service to our customers and answering queries from the Customer Services department and dealing with email/phone queries from customers that relate to Operational processes. Key Responsibilities Timely processing of tasks and queries, with a high degree of accuracy. Provide outstanding customer service to meet the requirements of both internal and external customers. Make customer contact via appropriate mediums to enable straight through processing, where appropriate. Adherence to the regulations that apply to the area that you are working in. Escalate identified risks and unresolved issues, providing accurate information to support the investigation. Ensure corrective or preventative actions are treated with priority. Continually and appropriately challenge policy, processes and procedures, recommending improvements to increase efficiency and improve quality. Be part of the departmental telephone query team to support all queries and requests from internal customers. Work as part of a team, supporting colleagues and promoting a positive work environment & team spirit. Confident in delivering an efficient, consistent and high-quality service to our customers. Flexibility to move between tasks as business needs require. Maintain the organisation's first line of defence by ensuring adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance. Make informed risk decisions and effectively and credibly debate and challenge management recommendations within your role in line with the approved Risk Management Framework. Support the team with ensuring departmental procedures are up to date. Use the Training & Competence scheme to maintain the appropriate knowledge, skills and expertise to carry out your role Provide Management Information, as and when required. Provide support as needed, in order to assist in delivering team objectives. Skills & Experience Required Detailed knowledge of departmental processes and purpose. Detailed understanding of internal systems used within the department and how they impact the client journey. Ability to use initiative and problem solving skills to creatively resolve issues and find solutions. Advanced communication skills - ability to build rapport with colleagues, customers and 3rd parties as required, across all communication channels. Sharing information in a clear and professional manner. Advanced enthusiasm and willingness to learn new tasks and pass on this knowledge through training, coaching and mentoring. Demonstrate the ability to prioritise and manage own workload in accordance with assigned priorities. Ability to adapt to a changing regulatory environment. Demonstrate flexibility, to move between different tasks and at short notice to support business requirements. Advanced ability to deal with high volumes of processing work and stay calm under pressure. Display emotional resilience when handling difficult situations, whilst always maintaining a high level of accuracy. Ability to think holistically and creatively in delivering operational change in line with a defined strategy/ vision. Knowledge of the business objectives, products and processes and consistently demonstrate ii values. High degree of PC literacy - navigate a broad range of internal systems, advanced knowledge of MS Office applications. Knowledge of the Financial Services Sector - specifically Wealth Management. Knowledge of the regulatory and legislative environment and associated risks that require managing. Understand FCA rules in particular CASS rules and the principles of Treating Customers Fairly. Understand the regulatory environment and associated risks that require managing. Use the Training & Competence scheme, to maintain the appropriate knowledge, skills and expertise to carry out the role competently, including the timely completion of all mandatory and recommended training. Minimum of 2 years' experience working within an administration environment. Personal Attributes STRAIGHT TALKING MOVING WITH SPEED OWNING THE OUTCOME Clear communicator Strong team player Demonstrated passion and drive for delivering the best outcome Moving with speed - delivering faster and better Decisive and take ownership of outcomes Not afraid to challenge and be open to challenges
A leading recruitment agency in Glasgow is seeking a Salesforce Administrator for an ongoing temporary role, ideally starting immediately. You will support the sales team in a busy environment, handling order processing, client communication, and stock checking. Strong sales administration and customer service skills are essential, along with competency in Microsoft Office. The position offers a pay rate of £13.39 per hour, with working hours Monday to Thursday 8am - 4:45pm, and Friday 9am - 12:30pm.
Dec 13, 2025
Full time
A leading recruitment agency in Glasgow is seeking a Salesforce Administrator for an ongoing temporary role, ideally starting immediately. You will support the sales team in a busy environment, handling order processing, client communication, and stock checking. Strong sales administration and customer service skills are essential, along with competency in Microsoft Office. The position offers a pay rate of £13.39 per hour, with working hours Monday to Thursday 8am - 4:45pm, and Friday 9am - 12:30pm.
PURPOSE OF JOB The role holder will be required to perform administration, transactions and related work in the Tailored Services Team. They will be required to manage varied client work, under the supervision of a line Manager. They will provide support to the Management Team and Trustees, and will be responsible for assisting the Relationship Managers, potentially covering the spectrum of the divisions' service lines. For further information and to apply please visit:
Dec 13, 2025
Full time
PURPOSE OF JOB The role holder will be required to perform administration, transactions and related work in the Tailored Services Team. They will be required to manage varied client work, under the supervision of a line Manager. They will provide support to the Management Team and Trustees, and will be responsible for assisting the Relationship Managers, potentially covering the spectrum of the divisions' service lines. For further information and to apply please visit:
We are seeking a skilled pensions administrator to join a FinTech Pensions platform that is going live next year. The platform aims to shake up the market by prioritising customer experience and fixing costs. Key Responsibilities: Work with developers to shape the back-office systems and develop a best-in-class pensions administration functionality Help shape customer-facing elements of the platform, improving customer experience Design and implement back-office systems and processes to enable high-quality pensions administration service Administer the full SIPPs lifecycle, including setting up new SIPPs, handling asset transfers, and communicating with fund managers, custodians, and counterparties Build strong client relationships and manage complex queries professionally, ensuring compliance with relevant regulations and maintaining accurate records Requirements: 5+ years SIPP Administration experience with a deep understanding of pensions operations and transfer processes Confident working independently with excellent organisational and communication skills Passion for delivering excellent service What We Offer: Loads of autonomy and opportunity to bring about change Work from anywhere Shares in the business We are an equal opportunities employer and welcome applications from all qualified candidates.
Dec 13, 2025
Full time
We are seeking a skilled pensions administrator to join a FinTech Pensions platform that is going live next year. The platform aims to shake up the market by prioritising customer experience and fixing costs. Key Responsibilities: Work with developers to shape the back-office systems and develop a best-in-class pensions administration functionality Help shape customer-facing elements of the platform, improving customer experience Design and implement back-office systems and processes to enable high-quality pensions administration service Administer the full SIPPs lifecycle, including setting up new SIPPs, handling asset transfers, and communicating with fund managers, custodians, and counterparties Build strong client relationships and manage complex queries professionally, ensuring compliance with relevant regulations and maintaining accurate records Requirements: 5+ years SIPP Administration experience with a deep understanding of pensions operations and transfer processes Confident working independently with excellent organisational and communication skills Passion for delivering excellent service What We Offer: Loads of autonomy and opportunity to bring about change Work from anywhere Shares in the business We are an equal opportunities employer and welcome applications from all qualified candidates.
Senior Data Warehouse / ETL Engineer Are you passionate about building robust data solutions that power advanced analytics and AI-driven insights? We're looking for a Senior Data Warehouse / ETL Engineer to join a fast-growing data science and technology company that helps leading brands transform business performance through predictive modelling and segmentation. About the Role As a Senior Data Warehouse / ETL Engineer, you'll play a key role in designing and implementing the company's data warehouse architecture and ETL processes. You'll work closely with data science, engineering, and marketing teams to ensure data flows seamlessly and efficiently across the organisation. This is a hands on role where you'll take ownership of data modelling, integration, and optimisation, whilst working with stakeholders to align solutions with business goals. What You'll Do Design and build scalable data warehouses and data marts. Develop and optimise ETL processes for high performance and reliability. Manage staging areas, data mappings, and integration pipelines. Lead enterprise data warehouse development and audit reporting. Troubleshoot, test, and maintain data systems for continuous improvement. Work with internal teams and occasionally with clients to define requirements and deliver solutions. What We're Looking For 5 7 years of experience as a Database Administrator and ETL Engineer. Strong coding skills in Python or Java. Expertise in Postgres or MySQL and solid understanding of ANSI SQL standards. Experience with AWS cloud services. Strong problem solving and analytical skills. Bachelor's degree in Computer Science, Engineering, or related field (or equivalent experience). Bonus: Experience with Talend and Snowflake. Why Join Us? Work on some of the latest data solutions that drive real business impact. Be part of a innovative team in a rapidly growing company. We Are Aspire Ltd are a Disability Confident Commited employer
Dec 13, 2025
Full time
Senior Data Warehouse / ETL Engineer Are you passionate about building robust data solutions that power advanced analytics and AI-driven insights? We're looking for a Senior Data Warehouse / ETL Engineer to join a fast-growing data science and technology company that helps leading brands transform business performance through predictive modelling and segmentation. About the Role As a Senior Data Warehouse / ETL Engineer, you'll play a key role in designing and implementing the company's data warehouse architecture and ETL processes. You'll work closely with data science, engineering, and marketing teams to ensure data flows seamlessly and efficiently across the organisation. This is a hands on role where you'll take ownership of data modelling, integration, and optimisation, whilst working with stakeholders to align solutions with business goals. What You'll Do Design and build scalable data warehouses and data marts. Develop and optimise ETL processes for high performance and reliability. Manage staging areas, data mappings, and integration pipelines. Lead enterprise data warehouse development and audit reporting. Troubleshoot, test, and maintain data systems for continuous improvement. Work with internal teams and occasionally with clients to define requirements and deliver solutions. What We're Looking For 5 7 years of experience as a Database Administrator and ETL Engineer. Strong coding skills in Python or Java. Expertise in Postgres or MySQL and solid understanding of ANSI SQL standards. Experience with AWS cloud services. Strong problem solving and analytical skills. Bachelor's degree in Computer Science, Engineering, or related field (or equivalent experience). Bonus: Experience with Talend and Snowflake. Why Join Us? Work on some of the latest data solutions that drive real business impact. Be part of a innovative team in a rapidly growing company. We Are Aspire Ltd are a Disability Confident Commited employer
Leapfrog Recruitment Consultants
Lochboisdale, Isle Of South Uist
A brilliant opportunity to join an established Family Office team in Guernsey, supporting the administration of multi-jurisdictional trust and company structures. The role reports to the Associate Director and involves close collaboration with internal teams and external intermediaries to ensure a high level of client service. Location Location: Guernsey Responsibilities Administering a portfolio of multi-jurisdictional trusts and companies. Liaising with clients and intermediaries, drafting minutes, resolutions and related documentation. Opening and maintaining bank accounts and processing payment instructions. Reviewing bank statements and coordinating investment reviews, ensuring follow-up actions are implemented. Maintaining statutory and due diligence records in accordance with internal procedures and AML regulations. Accurately recording time daily and managing workflow across the assigned portfolio. Demonstrating sound technical understanding and commercial awareness. Supporting junior team members and contributing to training where required. Identifying and mitigating risk while ensuring compliance with regulatory requirements. Participating in ad hoc projects and contributing to broader team initiatives. Skills / Qualifications The ideal candidate will have 4-5 years' experience in trust and company administration and be qualified or working towards a STEP or ICSA qualification. A solid technical understanding of trusts, strong interpersonal skills, and the ability to manage client relationships independently are essential. The role requires excellent organisational skills, attention to detail, and a proactive, problem-solving approach. An understanding of UK and South African tax planning would be advantageous but not essential. For a full job description or further information on this role please call 711188, or email . If you wish to apply for this role, please submit your CV via the Apply Now button below.
Dec 13, 2025
Full time
A brilliant opportunity to join an established Family Office team in Guernsey, supporting the administration of multi-jurisdictional trust and company structures. The role reports to the Associate Director and involves close collaboration with internal teams and external intermediaries to ensure a high level of client service. Location Location: Guernsey Responsibilities Administering a portfolio of multi-jurisdictional trusts and companies. Liaising with clients and intermediaries, drafting minutes, resolutions and related documentation. Opening and maintaining bank accounts and processing payment instructions. Reviewing bank statements and coordinating investment reviews, ensuring follow-up actions are implemented. Maintaining statutory and due diligence records in accordance with internal procedures and AML regulations. Accurately recording time daily and managing workflow across the assigned portfolio. Demonstrating sound technical understanding and commercial awareness. Supporting junior team members and contributing to training where required. Identifying and mitigating risk while ensuring compliance with regulatory requirements. Participating in ad hoc projects and contributing to broader team initiatives. Skills / Qualifications The ideal candidate will have 4-5 years' experience in trust and company administration and be qualified or working towards a STEP or ICSA qualification. A solid technical understanding of trusts, strong interpersonal skills, and the ability to manage client relationships independently are essential. The role requires excellent organisational skills, attention to detail, and a proactive, problem-solving approach. An understanding of UK and South African tax planning would be advantageous but not essential. For a full job description or further information on this role please call 711188, or email . If you wish to apply for this role, please submit your CV via the Apply Now button below.
Additional Role due to further growth! - Join a Growing Engineering business as a Project Support Administrator - Barrow £25,000 + Market-Leading Benefits Full Time, Permanent Butler Rose are delighted to be working with a respected and rapidly expanding engineering firm based in Barrow-in-Furness, in the search for a Project Support Administrator to join their established team on a full-time, permanent basis. This company places a genuine emphasis on employee wellbeing and work-life balance, offering one of the most attractive benefit packages available. In addition to a competitive salary of circa £25,000, they provide: 25 days annual leave plus bank holidays 37-hour working week Enhanced pension scheme Life Insurance & Medical cover after probation Ongoing professional training and development Modern and comfortable staff facilities Free on-site parking This is an exciting time to join a forward-thinking company in a role that sits at the heart of their operations. The Project Support Administrator will be responsible for providing crucial data and administrative support across multiple projects, ensuring accuracy, timeliness, and exceptional service to clients and internal teams. Key Responsibilities: Data entry and information processing Maintaining and updating client records Importing and exporting large data sets Producing reports for internal and external stakeholders Handling email and telephone correspondence with clients Supporting project teams with administrative duties as required This role would suit a highly organised, proactive, and professional individual who thrives in a team setting but is also comfortable using their own initiative. A keen eye for detail, excellent communication skills, and a methodical working style are essential. You'll act as a key point of contact for client communication, so professionalism and discretion are crucial, especially when handling sensitive or confidential data. Your willingness to learn and immerse yourself in the company's processes will ensure you become a valued and trusted part of the team. If you're looking for a fulfilling role in a collaborative and supportive business where your contribution truly matters, this could be the perfect opportunity. This role is available due to continued company growth - apply today to avoid missing out! Contact the team at Butler Rose Lancaster to find out more or apply below! Butler Rose is committed to equality in the workplace and is an equal opportunity employer. Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Dec 13, 2025
Full time
Additional Role due to further growth! - Join a Growing Engineering business as a Project Support Administrator - Barrow £25,000 + Market-Leading Benefits Full Time, Permanent Butler Rose are delighted to be working with a respected and rapidly expanding engineering firm based in Barrow-in-Furness, in the search for a Project Support Administrator to join their established team on a full-time, permanent basis. This company places a genuine emphasis on employee wellbeing and work-life balance, offering one of the most attractive benefit packages available. In addition to a competitive salary of circa £25,000, they provide: 25 days annual leave plus bank holidays 37-hour working week Enhanced pension scheme Life Insurance & Medical cover after probation Ongoing professional training and development Modern and comfortable staff facilities Free on-site parking This is an exciting time to join a forward-thinking company in a role that sits at the heart of their operations. The Project Support Administrator will be responsible for providing crucial data and administrative support across multiple projects, ensuring accuracy, timeliness, and exceptional service to clients and internal teams. Key Responsibilities: Data entry and information processing Maintaining and updating client records Importing and exporting large data sets Producing reports for internal and external stakeholders Handling email and telephone correspondence with clients Supporting project teams with administrative duties as required This role would suit a highly organised, proactive, and professional individual who thrives in a team setting but is also comfortable using their own initiative. A keen eye for detail, excellent communication skills, and a methodical working style are essential. You'll act as a key point of contact for client communication, so professionalism and discretion are crucial, especially when handling sensitive or confidential data. Your willingness to learn and immerse yourself in the company's processes will ensure you become a valued and trusted part of the team. If you're looking for a fulfilling role in a collaborative and supportive business where your contribution truly matters, this could be the perfect opportunity. This role is available due to continued company growth - apply today to avoid missing out! Contact the team at Butler Rose Lancaster to find out more or apply below! Butler Rose is committed to equality in the workplace and is an equal opportunity employer. Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Company Description Great Bear (Part of the Culina Group) provides distribution services to FMCG clients. Customer centric service focus is delivered through a site-level empowered culture. At Culina we have a winning culture, we believe that our culture is one of the reasons our company continues to thrive A place where you're valued, challenged, and inspired! Job Description Our Mansfield site are n click apply for full job details
Dec 13, 2025
Full time
Company Description Great Bear (Part of the Culina Group) provides distribution services to FMCG clients. Customer centric service focus is delivered through a site-level empowered culture. At Culina we have a winning culture, we believe that our culture is one of the reasons our company continues to thrive A place where you're valued, challenged, and inspired! Job Description Our Mansfield site are n click apply for full job details
Our client is recruiting for a Payroll and HR Administrator to join a well-established manufacturing company. You will be a specialist within payroll and a background working with HR to support with any administrative duties. Payroll and HR Administrator Role and Responsibilities: Lead the full end-to-end monthly payroll process with accuracy and compliance Validate payroll data including hours, overtime, bonuses, deductions, holidays, and absences Maintain up-to-date payroll legislation knowledge and ensure statutory compliance Manage relationships with payroll providers, benefits brokers, and insurers Oversee administration of employee benefits including private health insurance, life assurance, pensions, and other schemes Coordinate annual benefits renewals and support the evaluation and enhancement of benefits offerings Address and resolve payroll and benefits queries in a timely and professional manner Prepare payroll reports, reconciliations, and contribute to audit processes Maintain accurate HR records, personnel files, and system data in line with GDPR requirements Support recruitment processes: posting job adverts, arranging interviews, issuing contracts and offer letters Coordinate onboarding processes including new starter documentation, system setup, and induction support Assist with offboarding procedures, ensuring accurate final pay and documentation Prepare HR-related letters, policy updates, and internal communications Track and record staff attendance, holiday, sickness, and other leave Provide general HR administrative support to the HR team and wider business The ideal Payroll and HR Administrator will: Previous experience working with Cascade (Desirable) Strong background with payroll processing Educated with payroll legislation, tax rules, and statutory compliance Experience administering benefits schemes (health insurance, life assurance, pension) Previous HR administration experience preferred High level of accuracy and attention to detail Strong IT skills, particularly Microsoft Excel and HR/payroll systems Ability to manage sensitive information confidentially Excellent communication and problem-solving skills Working Hours and Benefits: Monday - Thursday 09:00 - 17:00, Friday 09:00 - 16:00 26 Days holiday + bank holidays Pension scheme with up to 9% employer contribution Life assurance (4 x your basic salary) 24/7 Employee Assistance Programme (EAP) including counselling and legal/financial advice Access to Doctor Care Anywhere digital GP service Ongoing training and development - fully funded Cycle to Work scheme Long service awards and employee recognition platform Free / On-site parking Give-As-You-Earn scheme Display screen eye care provision Phone discounts through EE Costco membership Sick pay scheme
Dec 13, 2025
Full time
Our client is recruiting for a Payroll and HR Administrator to join a well-established manufacturing company. You will be a specialist within payroll and a background working with HR to support with any administrative duties. Payroll and HR Administrator Role and Responsibilities: Lead the full end-to-end monthly payroll process with accuracy and compliance Validate payroll data including hours, overtime, bonuses, deductions, holidays, and absences Maintain up-to-date payroll legislation knowledge and ensure statutory compliance Manage relationships with payroll providers, benefits brokers, and insurers Oversee administration of employee benefits including private health insurance, life assurance, pensions, and other schemes Coordinate annual benefits renewals and support the evaluation and enhancement of benefits offerings Address and resolve payroll and benefits queries in a timely and professional manner Prepare payroll reports, reconciliations, and contribute to audit processes Maintain accurate HR records, personnel files, and system data in line with GDPR requirements Support recruitment processes: posting job adverts, arranging interviews, issuing contracts and offer letters Coordinate onboarding processes including new starter documentation, system setup, and induction support Assist with offboarding procedures, ensuring accurate final pay and documentation Prepare HR-related letters, policy updates, and internal communications Track and record staff attendance, holiday, sickness, and other leave Provide general HR administrative support to the HR team and wider business The ideal Payroll and HR Administrator will: Previous experience working with Cascade (Desirable) Strong background with payroll processing Educated with payroll legislation, tax rules, and statutory compliance Experience administering benefits schemes (health insurance, life assurance, pension) Previous HR administration experience preferred High level of accuracy and attention to detail Strong IT skills, particularly Microsoft Excel and HR/payroll systems Ability to manage sensitive information confidentially Excellent communication and problem-solving skills Working Hours and Benefits: Monday - Thursday 09:00 - 17:00, Friday 09:00 - 16:00 26 Days holiday + bank holidays Pension scheme with up to 9% employer contribution Life assurance (4 x your basic salary) 24/7 Employee Assistance Programme (EAP) including counselling and legal/financial advice Access to Doctor Care Anywhere digital GP service Ongoing training and development - fully funded Cycle to Work scheme Long service awards and employee recognition platform Free / On-site parking Give-As-You-Earn scheme Display screen eye care provision Phone discounts through EE Costco membership Sick pay scheme
Investment Compliance & Risk Analyst & Senior Analyst Location: India/ Belfast Contract: Permanent, Full Time Hours: Reporting to: Team Lead - Investment Compliance & Risk It is our ambition to substantially grow our business internationally over the coming years. The Investment Compliance & Risk Team Lead will play a key role in embedding business controls and act as a driving force in our continued development. We are actively recruiting ambitious, sociable, intelligent individuals with initiative, a strong work ethic, excellent communication skills and analytical skills. Company Overview Funds-Axis is a young, fast-growing Regulatory Technology (RegTech) business. We combine deep regulatory knowledge and best of breed technology to deliver excellent customer service to our clients and partners. Our clients are leading global asset managers, administrators, and depositary banks to whom we provide investment compliance and regulatory reporting services. This market is growing strongly, reflecting increasing regulatory demands and the need for technology solutions. Funds-Axis also provides high-quality, low-cost information products to the asset management sector, including Global Exchanges and Global Disclosure. Role Overview The Investment Compliance & Risk - Sr./ Analyst will be responsible for managing a portfolio of Funds-Axis Technology client relationships, ensuring delivery of a consistently high level of service to clients. You will be adaptable and hard-working and demonstrate strong communication skills both in relations with your team and with the wider Funds-Axis business. You will deliver the support and the operational excellence in accordance with the Company Mission and Vision, and in a manner supportive of the Funds-Axis Values and Business Culture. Key Responsibilities To manage all day-to-day aspects of the Funds-Axis technology solution and client relationship for a portfolio of clients, including in respect of (as applicable): Regulatory rules Investment compliance Scheme mandates Scheme and Portfolio Liquidity AIFMD Annex IV reporting Cash Flow Monitoring Performance of daily processes to a high standard, to include: Data upload and exception investigation Governance over successful completion of processes Investigating compliance results Client daily reporting via daily dashboard Daily data quality checking in Highwire Strong experience in coding and testing investment guidelines. Using systems like MIG21, Charles River, Linedata, Latentzero, Alladin. Preferably with experience of UCITS and 1940 Act. Why Choose Us? In return for your commitment, we offer a strong remuneration package and significant opportunities to grow and develop as our business expands, including: 33 days' vacation leave per annum (prorated if starting during the leave year). This includes all bank holidays/statutory days. Healthcare and life insurance Progressive maternity and paternity pay Work with a great team Travel opportunities Work with leading international finance companies First-class training package Excellent career progression opportunities Free, secure city centre parking onsite Apply If you feel you have the necessary skills and experience to be successful in this role, email your details to today, forwarding an up-to-date copy of your CV for consideration in the first instance.
Dec 13, 2025
Full time
Investment Compliance & Risk Analyst & Senior Analyst Location: India/ Belfast Contract: Permanent, Full Time Hours: Reporting to: Team Lead - Investment Compliance & Risk It is our ambition to substantially grow our business internationally over the coming years. The Investment Compliance & Risk Team Lead will play a key role in embedding business controls and act as a driving force in our continued development. We are actively recruiting ambitious, sociable, intelligent individuals with initiative, a strong work ethic, excellent communication skills and analytical skills. Company Overview Funds-Axis is a young, fast-growing Regulatory Technology (RegTech) business. We combine deep regulatory knowledge and best of breed technology to deliver excellent customer service to our clients and partners. Our clients are leading global asset managers, administrators, and depositary banks to whom we provide investment compliance and regulatory reporting services. This market is growing strongly, reflecting increasing regulatory demands and the need for technology solutions. Funds-Axis also provides high-quality, low-cost information products to the asset management sector, including Global Exchanges and Global Disclosure. Role Overview The Investment Compliance & Risk - Sr./ Analyst will be responsible for managing a portfolio of Funds-Axis Technology client relationships, ensuring delivery of a consistently high level of service to clients. You will be adaptable and hard-working and demonstrate strong communication skills both in relations with your team and with the wider Funds-Axis business. You will deliver the support and the operational excellence in accordance with the Company Mission and Vision, and in a manner supportive of the Funds-Axis Values and Business Culture. Key Responsibilities To manage all day-to-day aspects of the Funds-Axis technology solution and client relationship for a portfolio of clients, including in respect of (as applicable): Regulatory rules Investment compliance Scheme mandates Scheme and Portfolio Liquidity AIFMD Annex IV reporting Cash Flow Monitoring Performance of daily processes to a high standard, to include: Data upload and exception investigation Governance over successful completion of processes Investigating compliance results Client daily reporting via daily dashboard Daily data quality checking in Highwire Strong experience in coding and testing investment guidelines. Using systems like MIG21, Charles River, Linedata, Latentzero, Alladin. Preferably with experience of UCITS and 1940 Act. Why Choose Us? In return for your commitment, we offer a strong remuneration package and significant opportunities to grow and develop as our business expands, including: 33 days' vacation leave per annum (prorated if starting during the leave year). This includes all bank holidays/statutory days. Healthcare and life insurance Progressive maternity and paternity pay Work with a great team Travel opportunities Work with leading international finance companies First-class training package Excellent career progression opportunities Free, secure city centre parking onsite Apply If you feel you have the necessary skills and experience to be successful in this role, email your details to today, forwarding an up-to-date copy of your CV for consideration in the first instance.
Our client in Pontyclun is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up click apply for full job details
Dec 12, 2025
Full time
Our client in Pontyclun is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up click apply for full job details
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Amersham We are Succession Wealth, from "start up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Dec 12, 2025
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Amersham We are Succession Wealth, from "start up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Payroll Administrator - £38K - Permanent - Reading My client is a leading professional services business. Currently they are seeking a Payroll Administrator to join them on a permanent basis. To be considered successful, the ideal applicant must - be proficient on UK payroll have worked within professional services (ideally) be flexible to work from the office on a hybrid basis take ownership of their pa click apply for full job details
Dec 12, 2025
Full time
Payroll Administrator - £38K - Permanent - Reading My client is a leading professional services business. Currently they are seeking a Payroll Administrator to join them on a permanent basis. To be considered successful, the ideal applicant must - be proficient on UK payroll have worked within professional services (ideally) be flexible to work from the office on a hybrid basis take ownership of their pa click apply for full job details
