Career Choices Dewis Gyrfa Ltd
Oldbury, West Midlands
Administrator Bridgnorth Permanent Monday to Friday, 9am - 5pm Office based £25,000 - £28,000 DOE 20 days holiday bank holidays We're delighted to be partnering with a well-established and growing organisation that has a strong presence across both UK and Ireland markets. As they continue to expand, they're seeking a highly organised and proactive Administrator to join their team and take ownership of travel, accommodation, and equipment logistics for UK and Ireland projects. This is a fantastic opportunity for someone who thrives on detail, enjoys juggling multiple tasks, and wants to play a key role in ensuring smooth project delivery. Your work will directly support the success of high-profile assignments across the UK and Ireland. Key Responsibilities Answer the phone and record details relating to enquiries Arrange hotel and accommodation bookings for domestic and international projects Support in the preparation of quotations Coordinate travel plans for staff and contractors, ensuring clear communication of itineraries Book and manage international shipping for project equipment Source and compare quotations to secure best value Negotiate pricing and ensure bookings stay within budget guidelines Track and record all invoices and costs for accounting and future reference Liaise with internal teams to confirm and chase essential information Build rapport with external clients through professional and personable communication Support the wider team with general administrative tasks relating to office administration and marketing Maintain accurate records of bookings, travel documents, shipping paperwork, and itineraries Assist in scheduling project timelines, staff availability, and key deadlines Develop and maintain relationships with travel agents, accommodation providers, and shipping partners Respond quickly to last-minute changes or booking issues with effective solutions Identify opportunities to improve booking processes and increase efficiency Compile regular reports on booking activity, costs, and supplier performance Manage holiday requests and updating the tracker Manage training and updating training matrix Order and issue any personal protective equipment (PPE) to site teams What We're Looking For Energetic and enjoys working as part of a small friendly office team Proven experience in a coordinator or administrative role with strong attention to detail Excellent time management and ability to handle competing priorities Confident communicator who builds relationships easily via phone and email Strong IT skills, particularly in Microsoft Office (Excel and Outlook); experience with booking or CRM systems is a plus Financial awareness and ability to work within budgets Ideally, experience booking travel and accommodation A collaborative team player who's happy to support colleagues when needed Degree educated is desirable but not essential A self-starter who takes ownership and follows through on tasks independently The application process: Our mission is to support our clients in their creation of an equal, diverse and inclusive workforce. We are committed to providing a barrier-free recruitment process, so if you require any reasonable accessibility adjustments within the application process, then please make it known at the earliest opportunity. We will carefully consider your details and advise you if we're able to progress with your application within 72 working hours. If you do not hear from us within this time your details won't be retained. So, if you're not successful on this occasion, do continue to respond to future roles we advertise. In the meantime, all good wishes and continued success with your search for employment. About Us Prince Personnel are an employment agency working on behalf of our client. Whether you're seeking a new permanent position, temporary assignment or contract you'll find us easy to deal with. Located in thriving Telford, we focus on jobs in Shropshire, Staffordshire and North Wales. Prince Personnel specialise in commercial, accounts and finance and technical recruitment. With the best jobs around we are an independent agency working hard for you. Reference: DE26871 Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).
Apr 02, 2026
Full time
Administrator Bridgnorth Permanent Monday to Friday, 9am - 5pm Office based £25,000 - £28,000 DOE 20 days holiday bank holidays We're delighted to be partnering with a well-established and growing organisation that has a strong presence across both UK and Ireland markets. As they continue to expand, they're seeking a highly organised and proactive Administrator to join their team and take ownership of travel, accommodation, and equipment logistics for UK and Ireland projects. This is a fantastic opportunity for someone who thrives on detail, enjoys juggling multiple tasks, and wants to play a key role in ensuring smooth project delivery. Your work will directly support the success of high-profile assignments across the UK and Ireland. Key Responsibilities Answer the phone and record details relating to enquiries Arrange hotel and accommodation bookings for domestic and international projects Support in the preparation of quotations Coordinate travel plans for staff and contractors, ensuring clear communication of itineraries Book and manage international shipping for project equipment Source and compare quotations to secure best value Negotiate pricing and ensure bookings stay within budget guidelines Track and record all invoices and costs for accounting and future reference Liaise with internal teams to confirm and chase essential information Build rapport with external clients through professional and personable communication Support the wider team with general administrative tasks relating to office administration and marketing Maintain accurate records of bookings, travel documents, shipping paperwork, and itineraries Assist in scheduling project timelines, staff availability, and key deadlines Develop and maintain relationships with travel agents, accommodation providers, and shipping partners Respond quickly to last-minute changes or booking issues with effective solutions Identify opportunities to improve booking processes and increase efficiency Compile regular reports on booking activity, costs, and supplier performance Manage holiday requests and updating the tracker Manage training and updating training matrix Order and issue any personal protective equipment (PPE) to site teams What We're Looking For Energetic and enjoys working as part of a small friendly office team Proven experience in a coordinator or administrative role with strong attention to detail Excellent time management and ability to handle competing priorities Confident communicator who builds relationships easily via phone and email Strong IT skills, particularly in Microsoft Office (Excel and Outlook); experience with booking or CRM systems is a plus Financial awareness and ability to work within budgets Ideally, experience booking travel and accommodation A collaborative team player who's happy to support colleagues when needed Degree educated is desirable but not essential A self-starter who takes ownership and follows through on tasks independently The application process: Our mission is to support our clients in their creation of an equal, diverse and inclusive workforce. We are committed to providing a barrier-free recruitment process, so if you require any reasonable accessibility adjustments within the application process, then please make it known at the earliest opportunity. We will carefully consider your details and advise you if we're able to progress with your application within 72 working hours. If you do not hear from us within this time your details won't be retained. So, if you're not successful on this occasion, do continue to respond to future roles we advertise. In the meantime, all good wishes and continued success with your search for employment. About Us Prince Personnel are an employment agency working on behalf of our client. Whether you're seeking a new permanent position, temporary assignment or contract you'll find us easy to deal with. Located in thriving Telford, we focus on jobs in Shropshire, Staffordshire and North Wales. Prince Personnel specialise in commercial, accounts and finance and technical recruitment. With the best jobs around we are an independent agency working hard for you. Reference: DE26871 Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).
SIPP Property (Servicing) £30,000 to £34,000 plus bonus and benefits SIPP Administrator required by this long-established competitor in the SIPP/SSAS arena to deal with the day-to-day servicing of a Property Portfolio. The firm continues to successfully source and cultivate new relationships in the IFA channel, resulting in a growth of new clients. You will deal with all non-purchase/sale related duties including: Rents (reviews, debtors, repayment plans) Leases (new, subleases) Liaison with clients, intermediaries and third-party Property Managers Refurbishments and alterations Plus claims, loan repayments, syndicate alterations, VAT and insurance Applicants will be currently working already in a SIPP/SSAS Property role or as SIPP/SSAS Administrator looking to specialise, or Property Managers working in commercial real estate. The firm are flexible regarding working structure so can offer working from home, hybrid or office based. If you are interested in this position click the apply button below or you can email your details to . JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Apr 02, 2026
Full time
SIPP Property (Servicing) £30,000 to £34,000 plus bonus and benefits SIPP Administrator required by this long-established competitor in the SIPP/SSAS arena to deal with the day-to-day servicing of a Property Portfolio. The firm continues to successfully source and cultivate new relationships in the IFA channel, resulting in a growth of new clients. You will deal with all non-purchase/sale related duties including: Rents (reviews, debtors, repayment plans) Leases (new, subleases) Liaison with clients, intermediaries and third-party Property Managers Refurbishments and alterations Plus claims, loan repayments, syndicate alterations, VAT and insurance Applicants will be currently working already in a SIPP/SSAS Property role or as SIPP/SSAS Administrator looking to specialise, or Property Managers working in commercial real estate. The firm are flexible regarding working structure so can offer working from home, hybrid or office based. If you are interested in this position click the apply button below or you can email your details to . JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
New Business Administrator Location: Farnborough (Hybrid Options Available) Salary: £27,000 - £35,000 + Benefits Our client, a well-established and client-focused Financial Services firm, is seeking a New Business Administrator to join their centralised administration and client servicing team based in Farnborough. This is an excellent opportunity to join a collaborative Business Support team, providing end-to-end administrative support across a range of financial products. Working as part of our Business Support Centre, you will support consultants and clients through the end-to-end new business process, ensuring cases are handled efficiently, accurately and in line with service level agreements. Your responsibilities will include: Processing new business across investments (ISAs, Bonds, Investment Accounts), pensions and protection (individual and corporate) Managing cases from submission through to "In Force" status Proactively managing and chasing pipeline cases to completion in line with SLAs Raising new business invoices Booking annual review meetings Handling new business queries from Advisers, clients and product providers Maintaining accurate and compliant client records across internal systems Ensuring all documentation is correctly stored within document management systems Supporting colleagues to meet team and business objectives Skills & Experience Financial Services experience (IFA or provider background preferred) New business processing experience across a variety of products (e.g. ISA, GIA, pensions, bonds, protection not necessarily all) Strong administration and customer service skills Proficiency in Microsoft Word and Excel (training provided on internal systems) 5 GCSEs (grades AC / 94) including Maths and English Desirable: Experience within a life, investment or pension environment Experience handling DB transfers Understanding of regulated environments and compliance processes Benefits: Private Medical Insurance (self cover) Income Protection (75% salary for up to 3 years) Life Assurance (4x salary) Critical Illness Cover (£50,000 lump sum) Pension (6% employer / 3% employee)
Apr 02, 2026
Full time
New Business Administrator Location: Farnborough (Hybrid Options Available) Salary: £27,000 - £35,000 + Benefits Our client, a well-established and client-focused Financial Services firm, is seeking a New Business Administrator to join their centralised administration and client servicing team based in Farnborough. This is an excellent opportunity to join a collaborative Business Support team, providing end-to-end administrative support across a range of financial products. Working as part of our Business Support Centre, you will support consultants and clients through the end-to-end new business process, ensuring cases are handled efficiently, accurately and in line with service level agreements. Your responsibilities will include: Processing new business across investments (ISAs, Bonds, Investment Accounts), pensions and protection (individual and corporate) Managing cases from submission through to "In Force" status Proactively managing and chasing pipeline cases to completion in line with SLAs Raising new business invoices Booking annual review meetings Handling new business queries from Advisers, clients and product providers Maintaining accurate and compliant client records across internal systems Ensuring all documentation is correctly stored within document management systems Supporting colleagues to meet team and business objectives Skills & Experience Financial Services experience (IFA or provider background preferred) New business processing experience across a variety of products (e.g. ISA, GIA, pensions, bonds, protection not necessarily all) Strong administration and customer service skills Proficiency in Microsoft Word and Excel (training provided on internal systems) 5 GCSEs (grades AC / 94) including Maths and English Desirable: Experience within a life, investment or pension environment Experience handling DB transfers Understanding of regulated environments and compliance processes Benefits: Private Medical Insurance (self cover) Income Protection (75% salary for up to 3 years) Life Assurance (4x salary) Critical Illness Cover (£50,000 lump sum) Pension (6% employer / 3% employee)
Farnham Hybrid working - 3 days in office £28,000-33,000pa DOE Full-time, 37.5 hours 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 £10 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, GIAs, 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 Farnham office, and offer hybrid working, which includes 3 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 £28,000 - £33,000pa 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 450+ 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!
Apr 02, 2026
Full time
Farnham Hybrid working - 3 days in office £28,000-33,000pa DOE Full-time, 37.5 hours 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 £10 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, GIAs, 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 Farnham office, and offer hybrid working, which includes 3 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 £28,000 - £33,000pa 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 450+ 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!
Career Choices Dewis Gyrfa Ltd
Bristol, Gloucestershire
Reporting to the Aggregate Sales and Development Manager, the job holder will need to build/maintain/add value/develop an already existing client base. The role will need the successful candidate to build strong relationships with customers to ensure customer service and satisfaction levels are kept at the highest possible levels, whilst keeping an objective and balanced view that O.C.O is achieving best value. The job holder will also need to work closely with the plant manager to manage stock levels from production to help the business run efficiently and effectively. The job holder will be responsible for the customer using the material alongside our code of practice and be fully knowledgeable in the use of our material. The individual will have to work as an individual at times as well as a team player and have the companies ethics at the forefront of their mind. The role will, by its nature, expose the job holder to a high level of confidential information which needs to be treated and maintained with the utmost confidence. The role will involve travelling in the south west area and M4 corridor and having a base at our Avonmouth plant. This is an exciting opportunity in a company that is growing in a very unique field and will soon be a global business. KEY DUTIES Maintain, improve and progress relationships with existing customers. Make appointments, arrange visits and present to potential new and existing clients either alongside other members of the Leadership Team or alone with a view to broaden customer and product base. Assist in producing monthly reports together for Aggregate Sales and Development Manager Work in conjunction with Sales Administrator to manage customer orders and expectations. Support the Aggregate Sales and Development Manager in their role. Work closely with plant manager on production and stock control Add value to our aggregate and help with quality assurance. Politely and professionally deal with any customer complaints. Monitor deliveries and collections from sites. Develop good working relationships with external stakeholders and suppliers in a professional manner to ensure the best interests and reputation of O.C.O are preserved and enhanced. Maintain a high level of awareness within the sites for health and safety, welfare and security matters and in this respect lead by example and take a pro-active approach. A willingness to learn new skills and to provide holiday and sickness cover as and when required. Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).
Apr 01, 2026
Full time
Reporting to the Aggregate Sales and Development Manager, the job holder will need to build/maintain/add value/develop an already existing client base. The role will need the successful candidate to build strong relationships with customers to ensure customer service and satisfaction levels are kept at the highest possible levels, whilst keeping an objective and balanced view that O.C.O is achieving best value. The job holder will also need to work closely with the plant manager to manage stock levels from production to help the business run efficiently and effectively. The job holder will be responsible for the customer using the material alongside our code of practice and be fully knowledgeable in the use of our material. The individual will have to work as an individual at times as well as a team player and have the companies ethics at the forefront of their mind. The role will, by its nature, expose the job holder to a high level of confidential information which needs to be treated and maintained with the utmost confidence. The role will involve travelling in the south west area and M4 corridor and having a base at our Avonmouth plant. This is an exciting opportunity in a company that is growing in a very unique field and will soon be a global business. KEY DUTIES Maintain, improve and progress relationships with existing customers. Make appointments, arrange visits and present to potential new and existing clients either alongside other members of the Leadership Team or alone with a view to broaden customer and product base. Assist in producing monthly reports together for Aggregate Sales and Development Manager Work in conjunction with Sales Administrator to manage customer orders and expectations. Support the Aggregate Sales and Development Manager in their role. Work closely with plant manager on production and stock control Add value to our aggregate and help with quality assurance. Politely and professionally deal with any customer complaints. Monitor deliveries and collections from sites. Develop good working relationships with external stakeholders and suppliers in a professional manner to ensure the best interests and reputation of O.C.O are preserved and enhanced. Maintain a high level of awareness within the sites for health and safety, welfare and security matters and in this respect lead by example and take a pro-active approach. A willingness to learn new skills and to provide holiday and sickness cover as and when required. Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).
Benefact Group plc
Newcastle Upon Tyne, Tyne And Wear
Working hours:35 hours per week, Monday to Friday Duration:Permanent Location:Newcastle About the role Lycetts, who are proudly part ofBenefact Group, are looking for a Client Support Administrator to join our Financial Services team in the Newcastle office. As a Client Support Administrator, you'll play a key role in delivering exceptional service to both our Financial Advisers and our clients. Your focus will be on providing efficient, accurate, and proactive administrative support to ensure a smooth client journey. Why join us? Join a collaborative and inclusive culture that's committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group - where all profits go to charity and good causes. What you'll be doing As a Client Support Administrator, you will be focussed on providing high quality support to our team of Financial Advisers. Managing new business administration in line with internal procedures and agreed timeframes, including data entry, issuing acknowledgements, and following up on outstanding information. Preparing quotations and sourcing application forms where required. Building and maintaining strong, positive relationships with clients. Handling incoming calls and queries from clients, ensuring they receive timely and helpful responses. Responding professionally to enquiries and providing clear, supportive communication. What you'll need to have Experience in pensions, protection and investment markets. Knowledge of a wide range of financial services products and product providers. Experience with provider platforms and websites. Experience in obtaining information from clients and providers via telephone & email. Good confident customer skills - both written & oral. Good organisational ability. Sound knowledge of FCA requirements within a financial services role. Knowledge of MS Word/Excel applications What makes you stand out Experience with Intelliflo Office or equivalent software packages/back office systems Financial Services qualifications What we offer A competitive salary - let's discuss it Hybrid working available upon successful completion of probation Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme Annual Bonus scheme (Discretionary based on individual and company performance) Life Assurance cover up to 4 x salary, and Group Income Protection scheme up to 65% of salary 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years' service respectively) Career development opportunities with funded support and financial incentives for all professional qualifications. An Employee Assistance Programme with a wide range of benefits helping employees to stay healthy and feel supported. About us The Lycetts Group has over 60 years' experience of providing a comprehensive range of insurance, risk management and financial advice to a broad cross section of commercial and private clients. We strive to be a trusted adviser to our clients and are proud of our continued high client satisfaction scores. Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade , having given away £250 million since 2014. We have ambitious plans to become the UK's number one corporate donor, with strategic objectives in place to double the Group's size. We believe it's essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better. At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone. If you need any additional support during the recruitment process, then please let us know. Directory of Social Change's UK Guides to Company Giving 2017-26
Apr 01, 2026
Full time
Working hours:35 hours per week, Monday to Friday Duration:Permanent Location:Newcastle About the role Lycetts, who are proudly part ofBenefact Group, are looking for a Client Support Administrator to join our Financial Services team in the Newcastle office. As a Client Support Administrator, you'll play a key role in delivering exceptional service to both our Financial Advisers and our clients. Your focus will be on providing efficient, accurate, and proactive administrative support to ensure a smooth client journey. Why join us? Join a collaborative and inclusive culture that's committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group - where all profits go to charity and good causes. What you'll be doing As a Client Support Administrator, you will be focussed on providing high quality support to our team of Financial Advisers. Managing new business administration in line with internal procedures and agreed timeframes, including data entry, issuing acknowledgements, and following up on outstanding information. Preparing quotations and sourcing application forms where required. Building and maintaining strong, positive relationships with clients. Handling incoming calls and queries from clients, ensuring they receive timely and helpful responses. Responding professionally to enquiries and providing clear, supportive communication. What you'll need to have Experience in pensions, protection and investment markets. Knowledge of a wide range of financial services products and product providers. Experience with provider platforms and websites. Experience in obtaining information from clients and providers via telephone & email. Good confident customer skills - both written & oral. Good organisational ability. Sound knowledge of FCA requirements within a financial services role. Knowledge of MS Word/Excel applications What makes you stand out Experience with Intelliflo Office or equivalent software packages/back office systems Financial Services qualifications What we offer A competitive salary - let's discuss it Hybrid working available upon successful completion of probation Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme Annual Bonus scheme (Discretionary based on individual and company performance) Life Assurance cover up to 4 x salary, and Group Income Protection scheme up to 65% of salary 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years' service respectively) Career development opportunities with funded support and financial incentives for all professional qualifications. An Employee Assistance Programme with a wide range of benefits helping employees to stay healthy and feel supported. About us The Lycetts Group has over 60 years' experience of providing a comprehensive range of insurance, risk management and financial advice to a broad cross section of commercial and private clients. We strive to be a trusted adviser to our clients and are proud of our continued high client satisfaction scores. Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade , having given away £250 million since 2014. We have ambitious plans to become the UK's number one corporate donor, with strategic objectives in place to double the Group's size. We believe it's essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better. At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone. If you need any additional support during the recruitment process, then please let us know. Directory of Social Change's UK Guides to Company Giving 2017-26
Arthur J. Gallagher & Co. (AJG)
Manchester, Lancashire
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview As a Pensions Administrator, you'll be a highly organized and detail-oriented individual administering a portfolio of occupational pension schemes, this could be a combination of DB, DC and Hybrid pensions, ensuring that all tasks and calculations are carried out accurately and promptly. You'll be allocated cases to complete in the full pension lifecycle, working on both automated and manual calculations. You will also draft correspondence and reports, run pensioner payrolls and support the Client Executive team. You'll approach each case with the same dedication and vigilance, providing the highest level of service to each scheme member. How you'll make an impact Carrying out pension administration tasks and calculations accurately, in a timely manner and in accordance with internal processes and adhering to company policies and governing regulations Managing your workload, taking into consideration time required for all cases to be peer reviewed Liaising with scheme members through a variety of channels including email, letter or telephone Preparing member correspondence and client reports Dealing with non-standard client/member queries Collaborating with team members and building relationships with supporting teams Providing support to team members and assisting the Team Leader as required being visible with team members and the Team Leader throughout the day Assisting the Client Executive team where necessary About You Experience of defined benefit / defined contribution pension scheme administration would be advantageous Willing to study/or studying towards the Pension Management Institute's CPC qualification Analytical skills with a logical approach to problem solving Ability to process, collect and input data accurately Strong prioritisation skills to meet deadlines and disclosure requirements Excellent communication skills to answer queries by telephone, letter and email. Ability to work effectively as part of a team Proficiency in Microsoft Office 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. If 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, gender 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 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.
Apr 01, 2026
Full time
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview As a Pensions Administrator, you'll be a highly organized and detail-oriented individual administering a portfolio of occupational pension schemes, this could be a combination of DB, DC and Hybrid pensions, ensuring that all tasks and calculations are carried out accurately and promptly. You'll be allocated cases to complete in the full pension lifecycle, working on both automated and manual calculations. You will also draft correspondence and reports, run pensioner payrolls and support the Client Executive team. You'll approach each case with the same dedication and vigilance, providing the highest level of service to each scheme member. How you'll make an impact Carrying out pension administration tasks and calculations accurately, in a timely manner and in accordance with internal processes and adhering to company policies and governing regulations Managing your workload, taking into consideration time required for all cases to be peer reviewed Liaising with scheme members through a variety of channels including email, letter or telephone Preparing member correspondence and client reports Dealing with non-standard client/member queries Collaborating with team members and building relationships with supporting teams Providing support to team members and assisting the Team Leader as required being visible with team members and the Team Leader throughout the day Assisting the Client Executive team where necessary About You Experience of defined benefit / defined contribution pension scheme administration would be advantageous Willing to study/or studying towards the Pension Management Institute's CPC qualification Analytical skills with a logical approach to problem solving Ability to process, collect and input data accurately Strong prioritisation skills to meet deadlines and disclosure requirements Excellent communication skills to answer queries by telephone, letter and email. Ability to work effectively as part of a team Proficiency in Microsoft Office 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. If 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, gender 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 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.
An exciting opportunity has arisen to join the team within this prime city centre estate agency. Whiteley Helyar have been established in Bath for over 40 years and have always had traditional agency values at our roots, this, combined with modern agency techniques and technological advances makes us a very refreshing alternative to our competitors. The successful candidate will be a real 'people person', they will enjoy working as part of a close team in a fast-paced environment and will be organised and methodical. Experience of working within admin as part of a customer facing role would be preferred but not essential as training will be given. A good knowledge of Bath and surrounding areas is essential. Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).
Apr 01, 2026
Full time
An exciting opportunity has arisen to join the team within this prime city centre estate agency. Whiteley Helyar have been established in Bath for over 40 years and have always had traditional agency values at our roots, this, combined with modern agency techniques and technological advances makes us a very refreshing alternative to our competitors. The successful candidate will be a real 'people person', they will enjoy working as part of a close team in a fast-paced environment and will be organised and methodical. Experience of working within admin as part of a customer facing role would be preferred but not essential as training will be given. A good knowledge of Bath and surrounding areas is essential. Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).
Join Our Team as a Pensions Administrator Location: Derby, Derbyshire Salary: Circa £31,000 based on 40 hours per week (36-hour basis available), plus bonus. Brightwell continues to experience significant growth, and our new office location reflects this momentum. We're now looking to appoint a Pensions Administrator to be part of this exciting development. Are you passionate about pensions and providing high-quality service? Would you be keen to work in an exciting, growing, award-winning business in a highly supportive environment? If so, we want to hear from you! Due to growth and our ongoing development plan, we are seeking Defined Benefit (DB) pension administrators to join our dynamic team. What you'll do: Provide a best-in-class service to pension scheme members, communicating with them both in writing and verbally, processing casework accurately in accordance with scheme rules and pensions legislation. Maintain and update relevant pension administration systems or databases to ensure accuracy of information and corresponding benefit entitlements. Proactively contribute to the team and share ideas for continuous improvement, with a focus on both removing waste and providing a better member experience. Document work processes and provide support to the other members of the Member Services teams. Assist with one-off projects This role would suit someone with: A minimum of two years' experience of DB pension administration or equivalent capability. Up to date understanding of relevant UK pension legislation. Excellent communication skills, with the ability to adapt approach to different audiences and situations. Experience of working in a professional, customer focussed environment providing high levels of service. Achievement of or progress in achieving a pensions industry qualification. Experience in pension software products. Why Brightwell? As a Brightwell colleague, you will enjoy a competitive salary, hybrid work practices, professional development, career development, and a great benefits package including: Annual performance bonus of up to 7%. 25 days holiday (increasing to 30 with service) plus bank holidays. A pension with 15-17% employer contributions (depending on age). 8 x salary Life Insurance. Generous family friendly policies, including up to 26 weeks full pay (maternity, adoption and paternity leave) Free health assessments. Health cash plan. Professional study support. Employee Assistance Programme and free Wellhub wellness network platform access. Free on-site parking. Building an inclusive work environment: Brightwell is committed to developing and maintaining an inclusive culture, ensuring that behaviours, working practices, and policies promote fair treatment and access to development opportunities for every colleague. We value the benefits a diverse workforce can bring and want Brightwell to be a place where all colleagues can thrive, feel that they belong, are valued, and contribute to our success. This is underpinned by Brightwell's RISE corporate values: Responsible, Impactful, Supportive & Expert. Apply Now!
Apr 01, 2026
Full time
Join Our Team as a Pensions Administrator Location: Derby, Derbyshire Salary: Circa £31,000 based on 40 hours per week (36-hour basis available), plus bonus. Brightwell continues to experience significant growth, and our new office location reflects this momentum. We're now looking to appoint a Pensions Administrator to be part of this exciting development. Are you passionate about pensions and providing high-quality service? Would you be keen to work in an exciting, growing, award-winning business in a highly supportive environment? If so, we want to hear from you! Due to growth and our ongoing development plan, we are seeking Defined Benefit (DB) pension administrators to join our dynamic team. What you'll do: Provide a best-in-class service to pension scheme members, communicating with them both in writing and verbally, processing casework accurately in accordance with scheme rules and pensions legislation. Maintain and update relevant pension administration systems or databases to ensure accuracy of information and corresponding benefit entitlements. Proactively contribute to the team and share ideas for continuous improvement, with a focus on both removing waste and providing a better member experience. Document work processes and provide support to the other members of the Member Services teams. Assist with one-off projects This role would suit someone with: A minimum of two years' experience of DB pension administration or equivalent capability. Up to date understanding of relevant UK pension legislation. Excellent communication skills, with the ability to adapt approach to different audiences and situations. Experience of working in a professional, customer focussed environment providing high levels of service. Achievement of or progress in achieving a pensions industry qualification. Experience in pension software products. Why Brightwell? As a Brightwell colleague, you will enjoy a competitive salary, hybrid work practices, professional development, career development, and a great benefits package including: Annual performance bonus of up to 7%. 25 days holiday (increasing to 30 with service) plus bank holidays. A pension with 15-17% employer contributions (depending on age). 8 x salary Life Insurance. Generous family friendly policies, including up to 26 weeks full pay (maternity, adoption and paternity leave) Free health assessments. Health cash plan. Professional study support. Employee Assistance Programme and free Wellhub wellness network platform access. Free on-site parking. Building an inclusive work environment: Brightwell is committed to developing and maintaining an inclusive culture, ensuring that behaviours, working practices, and policies promote fair treatment and access to development opportunities for every colleague. We value the benefits a diverse workforce can bring and want Brightwell to be a place where all colleagues can thrive, feel that they belong, are valued, and contribute to our success. This is underpinned by Brightwell's RISE corporate values: Responsible, Impactful, Supportive & Expert. Apply Now!
Job Overview We are seeking an organised and detail-oriented Payroll Administrator to join our finance team on a 12-week contract. This role will support the accurate and timely processing of payroll, ensuring employees are paid correctly and all statutory obligations are met. Working closely with the finance and HR teams, the successful candidate will assist with payroll preparation, data processing, and responding to employee payroll queries. This is an excellent opportunity for someone with previous payroll experience who can quickly integrate into a busy finance environment and provide reliable support during a period of increased workload. Key Responsibilities Assist with the end-to-end payroll process for weekly and/or monthly payroll cycles Input and maintain employee payroll data, including starters, leavers, and contract changes Process statutory payments, including SSP, SMP, and other payroll adjustments Ensure payroll records are accurate and compliant with HMRC regulations Support the preparation and submission of RTI (Real Time Information) filings Maintain payroll records and documentation in accordance with internal policies Respond to employee payroll queries in a professional and timely manner Liaise with HR and Finance teams to ensure accurate payroll data Assist with reconciliations and payroll reporting Support with year-end payroll tasks where required Skills and Experience Previous experience working in a payroll administration role Strong understanding of payroll processes and UK payroll legislation Experience using payroll software and finance systems High level of accuracy and attention to detail Strong organisational and time management skills Good Excel and Microsoft Office skills Ability to handle confidential information with discretion Desirable Experience Experience working with Sage Payroll / ADP / Iris / other payroll systems Understanding of pensions and auto-enrolment Experience in a high-volume payroll environment Personal Attributes Reliable and able to meet strict deadlines Strong communication and interpersonal skills Proactive and able to work both independently and as part of a team Adaptable and able to quickly learn new systems and processes
Mar 24, 2026
Full time
Job Overview We are seeking an organised and detail-oriented Payroll Administrator to join our finance team on a 12-week contract. This role will support the accurate and timely processing of payroll, ensuring employees are paid correctly and all statutory obligations are met. Working closely with the finance and HR teams, the successful candidate will assist with payroll preparation, data processing, and responding to employee payroll queries. This is an excellent opportunity for someone with previous payroll experience who can quickly integrate into a busy finance environment and provide reliable support during a period of increased workload. Key Responsibilities Assist with the end-to-end payroll process for weekly and/or monthly payroll cycles Input and maintain employee payroll data, including starters, leavers, and contract changes Process statutory payments, including SSP, SMP, and other payroll adjustments Ensure payroll records are accurate and compliant with HMRC regulations Support the preparation and submission of RTI (Real Time Information) filings Maintain payroll records and documentation in accordance with internal policies Respond to employee payroll queries in a professional and timely manner Liaise with HR and Finance teams to ensure accurate payroll data Assist with reconciliations and payroll reporting Support with year-end payroll tasks where required Skills and Experience Previous experience working in a payroll administration role Strong understanding of payroll processes and UK payroll legislation Experience using payroll software and finance systems High level of accuracy and attention to detail Strong organisational and time management skills Good Excel and Microsoft Office skills Ability to handle confidential information with discretion Desirable Experience Experience working with Sage Payroll / ADP / Iris / other payroll systems Understanding of pensions and auto-enrolment Experience in a high-volume payroll environment Personal Attributes Reliable and able to meet strict deadlines Strong communication and interpersonal skills Proactive and able to work both independently and as part of a team Adaptable and able to quickly learn new systems and processes
DC Pensions Administrator Putting members first. Delivering excellence every day. At the heart of every pension scheme are its members. That's why our client combine outstanding customer service with technical expertise, robust quality controls, and a supportive team culture. We're now looking for a DC Pensions Administrator to join their growing administration team and help deliver a first-class service to our clients and their members. This role is ideal for someone with existing DC pensions experience who is keen to develop their career within a professional, forward-thinking organisation. The Role As a DC Pensions Administrator, you'll be responsible for delivering accurate, timely, and customer-focused pension administration services across a portfolio of schemes. Your responsibilities will include: Managing a wide range of DC administration activities, including leavers, retirements, transfers (in and out), and deaths Updating pension administration systems and databases accurately Logging, scanning, and managing post and correspondence Handling internal and external telephone and written enquiries professionally Running automated system calculations and completing manual benefit calculations where required Producing customer correspondence to draft or final letter standards using electronic document management systems Monitoring procedural developments and supporting the implementation of changes Returning original documentation and certificates to members securely Amending and, with experience, checking non-financial transactions such as changes of address Developing knowledge of assigned clients and their pension schemes Supporting project work and wider team initiatives Providing informal mentoring and support to junior team members Working collaboratively with internal and external teams (e.g. Payroll, Accounts, Admin Support) Accurately recording time and meeting utilisation targets Contributing to non-client activities such as training, technical committees, and events About You Essential experience and skills: Proven experience in Defined Contribution (DC) pensions administration, covering leavers, retirements, deaths, and transfers (Typically 2+ years' experience, though all applications are considered on merit) A basic knowledge and awareness of the pensions industry Strong numerical aptitude, demonstrated through work experience or qualifications IT-confident, particularly in Microsoft Word, Excel, and Outlook Highly organised with excellent planning and prioritisation skills Able to manage multiple tasks and meet deadlines Accurate, detail-focused, and quality-driven Strong written and verbal communication skills Customer-focused mindset with a commitment to exceeding expectations A proactive, enthusiastic, and flexible approach to work Able to take ownership of tasks and see work through to completion A collaborative team player with good problem-solving skills Qualifications Educated to A-Level, Degree, or equivalent GCSE Maths and English (grade C/5 or above or equivalent) Desirable Willingness to study for a professional pensions qualification (e.g. CPC, DPC, RPC, APMI) A clear commitment to building a long-term career in pensions administration Developing technical knowledge across different pension arrangements (DC, DB, CARE) A continuous-improvement mindset, with an interest in enhancing processes and procedures Strong relationship-building skills with colleagues, clients, and third parties Benefits on offer Competitive salary and annual discretionary bonus 25 days' holiday, with buy/sell flexibility Pension contribution matching Healthcare plans, life assurance, and retailer discounts Flexible benefits scheme, employee assistance programme, and digital GP service Paid volunteering days and opportunities to take part in community initiatives Employee referral bonus for introducing successful candidates A supportive environment that encourages learning, development, and career progression
Mar 24, 2026
Full time
DC Pensions Administrator Putting members first. Delivering excellence every day. At the heart of every pension scheme are its members. That's why our client combine outstanding customer service with technical expertise, robust quality controls, and a supportive team culture. We're now looking for a DC Pensions Administrator to join their growing administration team and help deliver a first-class service to our clients and their members. This role is ideal for someone with existing DC pensions experience who is keen to develop their career within a professional, forward-thinking organisation. The Role As a DC Pensions Administrator, you'll be responsible for delivering accurate, timely, and customer-focused pension administration services across a portfolio of schemes. Your responsibilities will include: Managing a wide range of DC administration activities, including leavers, retirements, transfers (in and out), and deaths Updating pension administration systems and databases accurately Logging, scanning, and managing post and correspondence Handling internal and external telephone and written enquiries professionally Running automated system calculations and completing manual benefit calculations where required Producing customer correspondence to draft or final letter standards using electronic document management systems Monitoring procedural developments and supporting the implementation of changes Returning original documentation and certificates to members securely Amending and, with experience, checking non-financial transactions such as changes of address Developing knowledge of assigned clients and their pension schemes Supporting project work and wider team initiatives Providing informal mentoring and support to junior team members Working collaboratively with internal and external teams (e.g. Payroll, Accounts, Admin Support) Accurately recording time and meeting utilisation targets Contributing to non-client activities such as training, technical committees, and events About You Essential experience and skills: Proven experience in Defined Contribution (DC) pensions administration, covering leavers, retirements, deaths, and transfers (Typically 2+ years' experience, though all applications are considered on merit) A basic knowledge and awareness of the pensions industry Strong numerical aptitude, demonstrated through work experience or qualifications IT-confident, particularly in Microsoft Word, Excel, and Outlook Highly organised with excellent planning and prioritisation skills Able to manage multiple tasks and meet deadlines Accurate, detail-focused, and quality-driven Strong written and verbal communication skills Customer-focused mindset with a commitment to exceeding expectations A proactive, enthusiastic, and flexible approach to work Able to take ownership of tasks and see work through to completion A collaborative team player with good problem-solving skills Qualifications Educated to A-Level, Degree, or equivalent GCSE Maths and English (grade C/5 or above or equivalent) Desirable Willingness to study for a professional pensions qualification (e.g. CPC, DPC, RPC, APMI) A clear commitment to building a long-term career in pensions administration Developing technical knowledge across different pension arrangements (DC, DB, CARE) A continuous-improvement mindset, with an interest in enhancing processes and procedures Strong relationship-building skills with colleagues, clients, and third parties Benefits on offer Competitive salary and annual discretionary bonus 25 days' holiday, with buy/sell flexibility Pension contribution matching Healthcare plans, life assurance, and retailer discounts Flexible benefits scheme, employee assistance programme, and digital GP service Paid volunteering days and opportunities to take part in community initiatives Employee referral bonus for introducing successful candidates A supportive environment that encourages learning, development, and career progression
Pertemps Bristol Central Commercial
Bristol, Gloucestershire
Operations Administrator Financial Services Full Training Provided Location: Bristol Working pattern: Hybrid working available after probation Hours: 8:00am - 4:00pm, Monday to Friday Salary: £24,500 excellent benefits Start Your Career in Financial Services A growing financial services firm based in Bristol is looking for an Operations Administrator to join their team. This is an excellent opportunity for someone looking to start or build a career in financial services . Previous industry experience is not required , the team is primarily looking for someone with a great attitude, strong work ethic and a willingness to learn . If you do have any previous admin / office experience and are keen to transition in to the financial services sector, that would be ideal. You'll receive full training , work within a supportive team environment and gain exposure to a variety of operational processes. The company is known for investing in their people , offering excellent benefits and genuine opportunities for career progression . The Role As an Operations Administrator, you'll support the day-to-day administration of client accounts and help ensure requests are processed accurately and efficiently. Responsibilities include: Processing client administration requests accurately and efficiently Supporting the onboarding of new client accounts and applications Managing incoming emails and correspondence Updating and maintaining client records and documentation Assisting with requests such as withdrawals, direct debit set-ups and client detail changes Communicating with advisers, third parties and internal teams Supporting colleagues across the wider operations team when required Contributing ideas to improve processes and ways of working The role offers plenty of variety and the opportunity to learn different areas of the operations function as you develop your career. What We're Looking For The most important thing is the right attitude and willingness to learn . You may currently work in administration, retail, hospitality, customer service or another office-based role and be looking to move into financial services. Key skills: Positive and proactive approach to work Strong organisation and attention to detail Good written and verbal communication skills Ability to manage tasks and work in a fast-paced environment A collaborative mindset and willingness to support the wider team Confidence using Microsoft Office, including Excel Desirable (not essential): Previous administration or operations experience Experience in financial or professional services Basic awareness of financial products such as ISAs or pensions What's On Offer £24,500 salary excellent benefits Hybrid working after successful completion of probation Full training and structured development Clear opportunities for career progression Supportive and collaborative team environment
Mar 21, 2026
Full time
Operations Administrator Financial Services Full Training Provided Location: Bristol Working pattern: Hybrid working available after probation Hours: 8:00am - 4:00pm, Monday to Friday Salary: £24,500 excellent benefits Start Your Career in Financial Services A growing financial services firm based in Bristol is looking for an Operations Administrator to join their team. This is an excellent opportunity for someone looking to start or build a career in financial services . Previous industry experience is not required , the team is primarily looking for someone with a great attitude, strong work ethic and a willingness to learn . If you do have any previous admin / office experience and are keen to transition in to the financial services sector, that would be ideal. You'll receive full training , work within a supportive team environment and gain exposure to a variety of operational processes. The company is known for investing in their people , offering excellent benefits and genuine opportunities for career progression . The Role As an Operations Administrator, you'll support the day-to-day administration of client accounts and help ensure requests are processed accurately and efficiently. Responsibilities include: Processing client administration requests accurately and efficiently Supporting the onboarding of new client accounts and applications Managing incoming emails and correspondence Updating and maintaining client records and documentation Assisting with requests such as withdrawals, direct debit set-ups and client detail changes Communicating with advisers, third parties and internal teams Supporting colleagues across the wider operations team when required Contributing ideas to improve processes and ways of working The role offers plenty of variety and the opportunity to learn different areas of the operations function as you develop your career. What We're Looking For The most important thing is the right attitude and willingness to learn . You may currently work in administration, retail, hospitality, customer service or another office-based role and be looking to move into financial services. Key skills: Positive and proactive approach to work Strong organisation and attention to detail Good written and verbal communication skills Ability to manage tasks and work in a fast-paced environment A collaborative mindset and willingness to support the wider team Confidence using Microsoft Office, including Excel Desirable (not essential): Previous administration or operations experience Experience in financial or professional services Basic awareness of financial products such as ISAs or pensions What's On Offer £24,500 salary excellent benefits Hybrid working after successful completion of probation Full training and structured development Clear opportunities for career progression Supportive and collaborative team environment
RECfinancial are currently shortlisting for this Leicestershire based business as it looks to recruit an experienced Payroll Administrator on a permanent basis. This well known business has a strong reputation within it's field and looks to strengthen its team. Reporting into the Payroll Manager, you'll play an integral part of ensuring all areas of payroll are compliant with HMRC, pensions and ultimately correct payments. You will currently be an experienced Payroll Administrator, looking for a new challenge or change of scenery. This client has it all. What will your role as Payroll Administrator involve? Organize and prioritize your workload, maintaining an up-to-date task list. Process payroll adhering to both weekly and monthly schedules. Verify accuracy of PAYE, NI, and pension deductions; ensure compliance with RTI and auto-enrolment regulations. Handle client communications, including payroll reports and compliance submissions. Manage PAYE and pension payments, and register relevant schemes. Address all areas of Payroll queries in a professional manner. What do we require as the Payroll Administrator? Strong technical knowledge of payroll, including calculations, PAYE/NI thresholds and pension schemes. Experience with systems such as Sage or Xero would be advantageous CIS returns are a bonus but not essential Ability to assist and mentor team members and cover for the Payroll Manager as needed. Effective communication with management and maintain confidentiality is essential. What's on offer for the Senior Payroll Administrator? £29000 - £32000 DOE Hybrid working Generous holidays Pension Career progression For further information on this fabulous opportunity, please call Neil on (phone number removed) / (phone number removed) or email (url removed) Please note we are unable to accept applications from candidates without UK experience and the need for sponsorship. INDREC
Mar 14, 2026
Full time
RECfinancial are currently shortlisting for this Leicestershire based business as it looks to recruit an experienced Payroll Administrator on a permanent basis. This well known business has a strong reputation within it's field and looks to strengthen its team. Reporting into the Payroll Manager, you'll play an integral part of ensuring all areas of payroll are compliant with HMRC, pensions and ultimately correct payments. You will currently be an experienced Payroll Administrator, looking for a new challenge or change of scenery. This client has it all. What will your role as Payroll Administrator involve? Organize and prioritize your workload, maintaining an up-to-date task list. Process payroll adhering to both weekly and monthly schedules. Verify accuracy of PAYE, NI, and pension deductions; ensure compliance with RTI and auto-enrolment regulations. Handle client communications, including payroll reports and compliance submissions. Manage PAYE and pension payments, and register relevant schemes. Address all areas of Payroll queries in a professional manner. What do we require as the Payroll Administrator? Strong technical knowledge of payroll, including calculations, PAYE/NI thresholds and pension schemes. Experience with systems such as Sage or Xero would be advantageous CIS returns are a bonus but not essential Ability to assist and mentor team members and cover for the Payroll Manager as needed. Effective communication with management and maintain confidentiality is essential. What's on offer for the Senior Payroll Administrator? £29000 - £32000 DOE Hybrid working Generous holidays Pension Career progression For further information on this fabulous opportunity, please call Neil on (phone number removed) / (phone number removed) or email (url removed) Please note we are unable to accept applications from candidates without UK experience and the need for sponsorship. INDREC
My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant, provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm. Ideally you will have an understanding of investments pensions, life assurance, permanent health insurance and/or personal tax as well as working knowledge of the systems used within the business Fusion, Enable, Transact (or similar) and knowledge of platforms such as Quilter & Standard Life as well as others. You should have strong IT skills with knowledge of Microsoft Office. You'll be educated to a minimum of GCSE with good grades in English & Maths. It would be to your advantage if you have any further qualifications, such as working towards a Diploma in Financial Planning or a desire to do so, although this isn't spoecifically necessary.
Mar 13, 2026
Full time
My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant, provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm. Ideally you will have an understanding of investments pensions, life assurance, permanent health insurance and/or personal tax as well as working knowledge of the systems used within the business Fusion, Enable, Transact (or similar) and knowledge of platforms such as Quilter & Standard Life as well as others. You should have strong IT skills with knowledge of Microsoft Office. You'll be educated to a minimum of GCSE with good grades in English & Maths. It would be to your advantage if you have any further qualifications, such as working towards a Diploma in Financial Planning or a desire to do so, although this isn't spoecifically necessary.
Play a key role in delivering accurate end-to-end weekly and monthly payroll processing, ensuring employees are paid correctly and on time while maintaining full compliance with UK payroll legislation, including PAYE, National Insurance, pensions, and statutory payments. Process payroll to ensure timely and accurate payment of salaries and expenses Maintain full compliance with financial regulations, internal procedures, and UK payroll legislation Collaborate with internal departments to ensure employee changes are accurately reflected within payroll systems Record and manage statutory absences, ensuring all pay adjustments align with legal requirements Manage employee time-tracking systems to support accurate payroll processing Respond to and resolve payroll queries in collaboration with internal teams Conduct payroll reconciliations and produce payroll reports for management review Prepare annual payroll journals and support internal and external audit requirements Assist in preparing the company's annual salary budget and salary review process, including drafting employee correspondence Provide HR administrative support for new starters and leavers Coordinate interview scheduling and liaise with candidates throughout the recruitment process Hours of work 08.30am - 5pm with 30 mins for lunch ( could be flexible with start finish times if necessary ) (INDPERM)
Mar 13, 2026
Full time
Play a key role in delivering accurate end-to-end weekly and monthly payroll processing, ensuring employees are paid correctly and on time while maintaining full compliance with UK payroll legislation, including PAYE, National Insurance, pensions, and statutory payments. Process payroll to ensure timely and accurate payment of salaries and expenses Maintain full compliance with financial regulations, internal procedures, and UK payroll legislation Collaborate with internal departments to ensure employee changes are accurately reflected within payroll systems Record and manage statutory absences, ensuring all pay adjustments align with legal requirements Manage employee time-tracking systems to support accurate payroll processing Respond to and resolve payroll queries in collaboration with internal teams Conduct payroll reconciliations and produce payroll reports for management review Prepare annual payroll journals and support internal and external audit requirements Assist in preparing the company's annual salary budget and salary review process, including drafting employee correspondence Provide HR administrative support for new starters and leavers Coordinate interview scheduling and liaise with candidates throughout the recruitment process Hours of work 08.30am - 5pm with 30 mins for lunch ( could be flexible with start finish times if necessary ) (INDPERM)
Finance Administrator Central London 12 month fixed term Full-time Office-based Salary: £30,000-£35,000pa DOE 1-2+ years' recent experience within an IFA or financial planning/Wealth Management environment - Required We are recruiting a Finance Administrator on behalf of our client, a well-established (IFA) financial services organisation based in Central London . This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services. The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service. Key Responsibilities: Maintain accurate client records and manage all associated administration Prepare and submit applications in line with internal procedures and compliance standards Process fund switches, valuations, LOAs and client review actions Liaise with product providers, advisers and clients, providing regular progress updates Support advisers with review preparation and client documentation Manage workflows, activity lists and contribute to month-end figures Participate in team meetings and ongoing training After year one, progress to handling more technical cases and queries Skills & Experience Required: 2-3+ years' experience within an IFA or financial planning environment. Understanding of the advice process and exposure to pensions, investments or retirement products Strong attention to detail, numeracy and literacy skills Confident using Microsoft Word and Excel (Intelligent Office knowledge advantageous) Highly organised, discreet and able to work under pressure Proactive, analytical and keen to develop a career in financial services What s on Offer: Clear career progression and increased earning potential Company benefits and structured training Sociable, professional and supportive office environment This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business. Click apply below to be considered.
Mar 10, 2026
Contractor
Finance Administrator Central London 12 month fixed term Full-time Office-based Salary: £30,000-£35,000pa DOE 1-2+ years' recent experience within an IFA or financial planning/Wealth Management environment - Required We are recruiting a Finance Administrator on behalf of our client, a well-established (IFA) financial services organisation based in Central London . This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services. The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service. Key Responsibilities: Maintain accurate client records and manage all associated administration Prepare and submit applications in line with internal procedures and compliance standards Process fund switches, valuations, LOAs and client review actions Liaise with product providers, advisers and clients, providing regular progress updates Support advisers with review preparation and client documentation Manage workflows, activity lists and contribute to month-end figures Participate in team meetings and ongoing training After year one, progress to handling more technical cases and queries Skills & Experience Required: 2-3+ years' experience within an IFA or financial planning environment. Understanding of the advice process and exposure to pensions, investments or retirement products Strong attention to detail, numeracy and literacy skills Confident using Microsoft Word and Excel (Intelligent Office knowledge advantageous) Highly organised, discreet and able to work under pressure Proactive, analytical and keen to develop a career in financial services What s on Offer: Clear career progression and increased earning potential Company benefits and structured training Sociable, professional and supportive office environment This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business. Click apply below to be considered.
Overview Our client are seeking an experienced and technically capable Paraplanner to support their Financial Advisers in delivering high-quality financial planning advice to clients. The successful candidate will play a key role in conducting research, preparing suitability reports, and ensuring all advice meets regulatory and compliance standards. This role is ideal for a detail-oriented professional with strong technical knowledge of financial planning, investments and pensions who enjoys working in a collaborative advisory environment. Key Responsibilities Conduct detailed research across financial planning products including pensions, investments, protection and tax-efficient solutions. Prepare comprehensive and compliant suitability reports and financial planning recommendations. Analyse client financial information including assets, liabilities, income and expenditure. Assist advisers in developing financial strategies tailored to individual client objectives and risk profiles. Carry out technical calculations and product comparisons to support advice recommendations. Ensure all client documentation and files meet regulatory and compliance standards. Liaise with product providers, investment platforms and other third parties as required. Work closely with advisers and administrators to ensure recommendations are implemented accurately and efficiently. Maintain up-to-date knowledge of financial planning regulations, products and market developments. Skills & Experience Previous experience in a Paraplanner or Technical Financial Planning role. Strong knowledge of pensions, investments, tax planning and financial planning strategies. Experience preparing suitability reports and conducting technical research. Excellent analytical and problem-solving skills with strong attention to detail. Strong written communication skills with the ability to produce clear and accurate reports. Ability to manage multiple cases and work to deadlines. Qualifications Diploma in Financial Planning (CII Level 4) or working towards completion. Financial services experience within an IFA or wealth management environment.
Mar 09, 2026
Full time
Overview Our client are seeking an experienced and technically capable Paraplanner to support their Financial Advisers in delivering high-quality financial planning advice to clients. The successful candidate will play a key role in conducting research, preparing suitability reports, and ensuring all advice meets regulatory and compliance standards. This role is ideal for a detail-oriented professional with strong technical knowledge of financial planning, investments and pensions who enjoys working in a collaborative advisory environment. Key Responsibilities Conduct detailed research across financial planning products including pensions, investments, protection and tax-efficient solutions. Prepare comprehensive and compliant suitability reports and financial planning recommendations. Analyse client financial information including assets, liabilities, income and expenditure. Assist advisers in developing financial strategies tailored to individual client objectives and risk profiles. Carry out technical calculations and product comparisons to support advice recommendations. Ensure all client documentation and files meet regulatory and compliance standards. Liaise with product providers, investment platforms and other third parties as required. Work closely with advisers and administrators to ensure recommendations are implemented accurately and efficiently. Maintain up-to-date knowledge of financial planning regulations, products and market developments. Skills & Experience Previous experience in a Paraplanner or Technical Financial Planning role. Strong knowledge of pensions, investments, tax planning and financial planning strategies. Experience preparing suitability reports and conducting technical research. Excellent analytical and problem-solving skills with strong attention to detail. Strong written communication skills with the ability to produce clear and accurate reports. Ability to manage multiple cases and work to deadlines. Qualifications Diploma in Financial Planning (CII Level 4) or working towards completion. Financial services experience within an IFA or wealth management environment.
