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pensions administrator
Dynamite Recruitment
Senior Financial Planning Administrator
Dynamite Recruitment Guildford, Surrey
We are seeking an experienced and highly organised Financial Services Administrator to support the advice and sales process within a busy financial planning firm. The role involves working closely with advisers, paraplanners, and clients, managing investment reviews, processing new business, and ensuring high standards of client service, compliance, and record keeping. This is an excellent opportunity for a detail-oriented professional looking to further develop their career within financial services. Key Responsibilities Administer client investment reviews , ensuring accuracy and timeliness Communicate with clients via telephone, email, and written correspondence Process new business applications , fund switches, and related documentation Maintain accurate client records , files, and portfolio information Use back-office systems; experience with Intelliflo and Quilter Investment Platform preferred Support paraplanners as required, including preparation of suitability documentation Qualifications At least 4-5 years experience as an investment administrator (or similar) Strong knowledge of pensions, investments, life assurance, and mortgages Key Attributes Excellent communication and customer service skills Highly organised , able to prioritise and meet deadlines under pressure Confident PC user , including Microsoft Word and basic Excel Able to work independently and as part of a team to high professional standards Benefits Non-contributory pension scheme Private medical insurance Exam and study support, including paid study leave and exam fees Ongoing training, development, and CPD support Free onsite parking £35,000 - £40,000 starting salary Hybrid working For more details please apply or contact Tegan at Dynamite Recruitment
Jan 08, 2026
Full time
We are seeking an experienced and highly organised Financial Services Administrator to support the advice and sales process within a busy financial planning firm. The role involves working closely with advisers, paraplanners, and clients, managing investment reviews, processing new business, and ensuring high standards of client service, compliance, and record keeping. This is an excellent opportunity for a detail-oriented professional looking to further develop their career within financial services. Key Responsibilities Administer client investment reviews , ensuring accuracy and timeliness Communicate with clients via telephone, email, and written correspondence Process new business applications , fund switches, and related documentation Maintain accurate client records , files, and portfolio information Use back-office systems; experience with Intelliflo and Quilter Investment Platform preferred Support paraplanners as required, including preparation of suitability documentation Qualifications At least 4-5 years experience as an investment administrator (or similar) Strong knowledge of pensions, investments, life assurance, and mortgages Key Attributes Excellent communication and customer service skills Highly organised , able to prioritise and meet deadlines under pressure Confident PC user , including Microsoft Word and basic Excel Able to work independently and as part of a team to high professional standards Benefits Non-contributory pension scheme Private medical insurance Exam and study support, including paid study leave and exam fees Ongoing training, development, and CPD support Free onsite parking £35,000 - £40,000 starting salary Hybrid working For more details please apply or contact Tegan at Dynamite Recruitment
Branwell Ford Associates Limited
Senior Pensions Administrator
Branwell Ford Associates Limited Edinburgh, Midlothian
CB18776 Step into a role where your pensions expertise really counts. Were looking for a confident Senior Pensions Administrator to support trust-based schemes, guide junior colleagues and keep operations running smoothly. Youll be the quality gatekeeperchecking work, solving technical queries, and ensuring deadlines (and regulations) are always met click apply for full job details
Jan 07, 2026
Full time
CB18776 Step into a role where your pensions expertise really counts. Were looking for a confident Senior Pensions Administrator to support trust-based schemes, guide junior colleagues and keep operations running smoothly. Youll be the quality gatekeeperchecking work, solving technical queries, and ensuring deadlines (and regulations) are always met click apply for full job details
Branwell Ford Associates Limited
Senior Pension Administrator
Branwell Ford Associates Limited Bristol, Somerset
CB18657 Ready for a fresh challenge in pensions? Join a forward-thinking consultancy at a key stage of growth and shape a brand-new role tailored to your strengths. Were offering flexible workingchoose between fully remote or hybridand a clear path for career progression. This is more than just a job; its a chance to make your mark in a company that values development and innovation click apply for full job details
Jan 07, 2026
Full time
CB18657 Ready for a fresh challenge in pensions? Join a forward-thinking consultancy at a key stage of growth and shape a brand-new role tailored to your strengths. Were offering flexible workingchoose between fully remote or hybridand a clear path for career progression. This is more than just a job; its a chance to make your mark in a company that values development and innovation click apply for full job details
Financial Planning Associate
Orlaroseassociates Tower Hamlets, London
Overview We are seeking a talented Financial Planning Associate to join a growing financial planning team. This is a client-facing support role working closely with financial planners to deliver high-quality advice, write suitability reports, and ensure smooth implementation of recommendations. The role offers excellent exposure, technical development, and career progression. Core Responsibilities Support financial planners by analysing client situations, identifying planning opportunities, and suggesting next steps. Prepare for and attend client meetings, updating fact finds, writing meeting notes, and coordinating follow-up actions. Build strong client relationships as a secondary point of contact. Research financial solutions to meet client needs. Draft clear, compliant suitability reports across pensions, investments, retirement income, inheritance tax, and alternative investments (VCTs/EISs). Collaborate with administrators to ensure accurate implementation of advice. Support cashflow modelling and client presentations. Maintain records and research on Xplan, ensuring accuracy and compliance. Contribute to improving financial planning processes and team best practice. Act as a technical resource for colleagues and attend technical seminars to stay up to date. Minimum of 3+ years' experience in paraplanning or financial planning support. Strong understanding of financial planning products and regulations. Excellent report-writing skills with the ability to simplify complex advice. Strong attention to detail, organisational skills, and accuracy. Confident communicator with excellent verbal and written skills. Proficiency in Xplan, Voyant, FE Analytics, and MS Office (or similar systems). Positive, proactive, and solutions-driven attitude.
Jan 07, 2026
Full time
Overview We are seeking a talented Financial Planning Associate to join a growing financial planning team. This is a client-facing support role working closely with financial planners to deliver high-quality advice, write suitability reports, and ensure smooth implementation of recommendations. The role offers excellent exposure, technical development, and career progression. Core Responsibilities Support financial planners by analysing client situations, identifying planning opportunities, and suggesting next steps. Prepare for and attend client meetings, updating fact finds, writing meeting notes, and coordinating follow-up actions. Build strong client relationships as a secondary point of contact. Research financial solutions to meet client needs. Draft clear, compliant suitability reports across pensions, investments, retirement income, inheritance tax, and alternative investments (VCTs/EISs). Collaborate with administrators to ensure accurate implementation of advice. Support cashflow modelling and client presentations. Maintain records and research on Xplan, ensuring accuracy and compliance. Contribute to improving financial planning processes and team best practice. Act as a technical resource for colleagues and attend technical seminars to stay up to date. Minimum of 3+ years' experience in paraplanning or financial planning support. Strong understanding of financial planning products and regulations. Excellent report-writing skills with the ability to simplify complex advice. Strong attention to detail, organisational skills, and accuracy. Confident communicator with excellent verbal and written skills. Proficiency in Xplan, Voyant, FE Analytics, and MS Office (or similar systems). Positive, proactive, and solutions-driven attitude.
North Oak Recruitment
Pension Administrator - SIPP Accounts Exec
North Oak Recruitment Leicester, Leicestershire
SIPP Accounts Executive Leicester (Our Ref AL1395) hybrid working available after qualifying period Salary up to £35,000 pa dep on experience We have an excellent opportunity to join an award winning business and be a crucial member of the Pensions Team. Previous experience managing a portfolio of SIPP clients is essential for this role, and a trainee may be considered who has relevant industry expe
Jan 07, 2026
Full time
SIPP Accounts Executive Leicester (Our Ref AL1395) hybrid working available after qualifying period Salary up to £35,000 pa dep on experience We have an excellent opportunity to join an award winning business and be a crucial member of the Pensions Team. Previous experience managing a portfolio of SIPP clients is essential for this role, and a trainee may be considered who has relevant industry expe
Senior Pensions Administrator
Focus Resourcing Group Reading, Berkshire
Senior Pensions Administrator (DC) Reading Hybrid Full-time Permanent We're recruiting on behalf of a leading pensions consultancy for an experienced Senior Pensions Administrator to join their Reading-based team, focusing on Defined Contribution (DC) schemes. This role suits someone with solid DC administration experience who enjoys a mix of technical work, customer service and supporting junior click apply for full job details
Jan 07, 2026
Full time
Senior Pensions Administrator (DC) Reading Hybrid Full-time Permanent We're recruiting on behalf of a leading pensions consultancy for an experienced Senior Pensions Administrator to join their Reading-based team, focusing on Defined Contribution (DC) schemes. This role suits someone with solid DC administration experience who enjoys a mix of technical work, customer service and supporting junior click apply for full job details
SIPP Account Manager - Client Portfolios & Drawdown (Benefits)
JohnstonGreer Ltd City, Manchester
A national pensions consultancy is seeking a SIPP Administrator to manage a portfolio of clients and handle various investments and drawdown processes. The role offers competitive salary and benefits, as well as opportunities for professional development in the SIPP field. Strong experience in SIPP administration and client management is required. Apply to join a reputable firm with a track record of staff development.
Jan 07, 2026
Full time
A national pensions consultancy is seeking a SIPP Administrator to manage a portfolio of clients and handle various investments and drawdown processes. The role offers competitive salary and benefits, as well as opportunities for professional development in the SIPP field. Strong experience in SIPP administration and client management is required. Apply to join a reputable firm with a track record of staff development.
SIPP Administrator - Manchester
JohnstonGreer Ltd City, Manchester
SIPP Administrator £28,000 to £32,000 plus benefits and bonus This national pensions consultancy continues to grow its SIPP book and administration team and is now seeking their next SIPP Account Manager. The firm is a brand name within their niche market, and they have an excellent track record of developing their staff. As the SIPP Account Manager you will be responsible for: Day to day servicing of your own portfolio of clients Investments Drawdown Benefits New schemes Calculations Liaison with clients and intermediaries You will have gained some experience as a SIPP Administrator and be looking to develop further within the SIPP specialism. The firm offers excellent core and flexible benefits and an attractive bonus. If you are interested in this position click the apply button below or you can email your details to .
Jan 07, 2026
Full time
SIPP Administrator £28,000 to £32,000 plus benefits and bonus This national pensions consultancy continues to grow its SIPP book and administration team and is now seeking their next SIPP Account Manager. The firm is a brand name within their niche market, and they have an excellent track record of developing their staff. As the SIPP Account Manager you will be responsible for: Day to day servicing of your own portfolio of clients Investments Drawdown Benefits New schemes Calculations Liaison with clients and intermediaries You will have gained some experience as a SIPP Administrator and be looking to develop further within the SIPP specialism. The firm offers excellent core and flexible benefits and an attractive bonus. If you are interested in this position click the apply button below or you can email your details to .
Eden Scott
Lead DB Pensions Administrator - Scheme & Trustee Lead
Eden Scott City, Glasgow
A leading pensions consultancy in Glasgow is seeking a Principal Pensions Administrator. This senior role involves managing Defined Benefit schemes, overseeing complex cases, and ensuring regulatory compliance. The ideal candidate has 5-8 years of experience in pensions administration, strong client management skills, and a deep understanding of UK pensions legislation. If you excel in leadership and business development, this opportunity is for you.
Jan 06, 2026
Full time
A leading pensions consultancy in Glasgow is seeking a Principal Pensions Administrator. This senior role involves managing Defined Benefit schemes, overseeing complex cases, and ensuring regulatory compliance. The ideal candidate has 5-8 years of experience in pensions administration, strong client management skills, and a deep understanding of UK pensions legislation. If you excel in leadership and business development, this opportunity is for you.
Eden Scott
Principal DB Pensions Administrator
Eden Scott City, Glasgow
Overview Eden Scott's client, who is one of the UK's largest pensions consultancies is seeking a Principal Pensions Administrator to join their Glasgow team. This senior-level position offers the opportunity to manage Defined Benefit (DB) schemes with precision, compliance, and a strong focus on client service. You'll serve as the primary contact for trustees and advisers, ensuring that every scheme runs smoothly and meets regulatory standards. Responsibilities Experience leading scheme-wide projects such as GMP equalisation, buy-ins, buyouts, and wind-ups Take full ownership of schemes, oversee complex cases Provide mentorship and coaching abilities across all levels of the team Key role in business development by fostering client relationships and identifying new opportunities Proven ability to act as lead contact for trustees and advisers Deep understanding of UK pensions legislation, regulatory frameworks, and industry codes Requirements The ideal candidate must have minimum 5-8 years' experience in DB pensions administration, with a strong track record in handling complex cases, deep understanding of UK pensions legislation, regulatory frameworks, and industry codes. Excellent computer, communication, and organisation skills. Also being able to work independently as well as part of a team. Desirable Qualifications PMI qualification (or currently working towards it) Experience preparing trustee reports and delivering technical advice in meetings Demonstrated success in managing large-scale or complex pension projects Experience in business development activities-pitches, events, or networking involvement An excellent opportunity for the right candidate, please do not hesitate to get in touch by clicking apply to note your interest and to discuss further with Alison Curran prior to progressing. If this role isn't quite what you are looking for, register your CV at Eden Scott and be the first to hear about our latest opportunities by signing up for our job alerts. Eden Scott is a specialist within Financial Services recruitment including positions within large Wealth Management or Financial Planning organisations to small consultancies.
Jan 06, 2026
Full time
Overview Eden Scott's client, who is one of the UK's largest pensions consultancies is seeking a Principal Pensions Administrator to join their Glasgow team. This senior-level position offers the opportunity to manage Defined Benefit (DB) schemes with precision, compliance, and a strong focus on client service. You'll serve as the primary contact for trustees and advisers, ensuring that every scheme runs smoothly and meets regulatory standards. Responsibilities Experience leading scheme-wide projects such as GMP equalisation, buy-ins, buyouts, and wind-ups Take full ownership of schemes, oversee complex cases Provide mentorship and coaching abilities across all levels of the team Key role in business development by fostering client relationships and identifying new opportunities Proven ability to act as lead contact for trustees and advisers Deep understanding of UK pensions legislation, regulatory frameworks, and industry codes Requirements The ideal candidate must have minimum 5-8 years' experience in DB pensions administration, with a strong track record in handling complex cases, deep understanding of UK pensions legislation, regulatory frameworks, and industry codes. Excellent computer, communication, and organisation skills. Also being able to work independently as well as part of a team. Desirable Qualifications PMI qualification (or currently working towards it) Experience preparing trustee reports and delivering technical advice in meetings Demonstrated success in managing large-scale or complex pension projects Experience in business development activities-pitches, events, or networking involvement An excellent opportunity for the right candidate, please do not hesitate to get in touch by clicking apply to note your interest and to discuss further with Alison Curran prior to progressing. If this role isn't quite what you are looking for, register your CV at Eden Scott and be the first to hear about our latest opportunities by signing up for our job alerts. Eden Scott is a specialist within Financial Services recruitment including positions within large Wealth Management or Financial Planning organisations to small consultancies.
Client Administrator - Pensions (Hybrid, 18 Month FTC)
LGBT Great City, Glasgow
A leading financial services provider in Glasgow is seeking a Client Administrator to join their SIPP team. This role involves handling client administration tasks efficiently while ensuring high service levels and compliance with regulations. Candidates should have GCSE Maths and English or equivalent, with desirable experience in pensions and strong interpersonal skills. This 18-month fixed-term contract offers a hybrid working arrangement and competitive benefits including a bonus and generous pension scheme.
Jan 06, 2026
Full time
A leading financial services provider in Glasgow is seeking a Client Administrator to join their SIPP team. This role involves handling client administration tasks efficiently while ensuring high service levels and compliance with regulations. Candidates should have GCSE Maths and English or equivalent, with desirable experience in pensions and strong interpersonal skills. This 18-month fixed-term contract offers a hybrid working arrangement and competitive benefits including a bonus and generous pension scheme.
Adecco
Pensions Administrator
Adecco City, Leeds
Join Our Dynamic Team as a Pensions Administrator! Are you ready to embark on an exciting career journey in the financial sector? We are a leading financial institution looking for a dedicated Pensions Administrator to join our vibrant team! If you're passionate about helping people secure their financial future and thrive in a cheerful yet professional environment, this is the opportunity for you! What You'll Do: As a Pensions Administrator, you will play a pivotal role in managing pension schemes and ensuring our clients receive the best service possible. Your responsibilities will include: Processing pension contributions and payments efficiently Administering pension schemes with precision and care Handling member inquiries with a friendly and professional approach Maintaining accurate records and documentation Collaborating with team members to enhance service delivery Assisting with compliance and regulatory requirements What We're Looking For: Experience: Previous experience in pensions administration or a related field is a plus! Skills: Strong attention to detail, excellent communication skills, and a customer-focused mindset. Tech-Savvy: Proficiency in MS Office and familiarity with pension administration systems. Team Player: A collaborative spirit who enjoys working with others in a lively environment. Enthusiasm: A positive attitude and a passion for helping clients navigate their pension options. What We Offer: Permanent Position: Stability and growth in your career with a reputable financial institution. Supportive Environment: Work with a team that values collaboration, innovation, and a good laugh! Professional Development: Opportunities for training and advancement to help you reach your full potential. Competitive Salary: We offer a salary that reflects your skills and experience along with a comprehensive benefits package. Why Join Us? At our institution, we believe that a cheerful workplace leads to happier employees and satisfied clients. We're not just about numbers; we're about people! Our team is diverse, inclusive, and ready to welcome your unique perspective. If you enjoy a bustling environment where every day brings new challenges, you'll fit right in! Ready to Make a Difference? If you're excited about this opportunity and believe you have what it takes to excel as a Pensions Administrator, we want to hear from you! Apply today and take the first step towards a rewarding career that makes a real impact. How to Apply: Send your CV and a cover letter outlining your relevant experience to . Applications will be reviewed on a rolling basis, so don't wait-apply now and let's start this journey together! Join us in shaping the future of pensions administration. Your cheerful, professional adventure awaits! Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jan 06, 2026
Full time
Join Our Dynamic Team as a Pensions Administrator! Are you ready to embark on an exciting career journey in the financial sector? We are a leading financial institution looking for a dedicated Pensions Administrator to join our vibrant team! If you're passionate about helping people secure their financial future and thrive in a cheerful yet professional environment, this is the opportunity for you! What You'll Do: As a Pensions Administrator, you will play a pivotal role in managing pension schemes and ensuring our clients receive the best service possible. Your responsibilities will include: Processing pension contributions and payments efficiently Administering pension schemes with precision and care Handling member inquiries with a friendly and professional approach Maintaining accurate records and documentation Collaborating with team members to enhance service delivery Assisting with compliance and regulatory requirements What We're Looking For: Experience: Previous experience in pensions administration or a related field is a plus! Skills: Strong attention to detail, excellent communication skills, and a customer-focused mindset. Tech-Savvy: Proficiency in MS Office and familiarity with pension administration systems. Team Player: A collaborative spirit who enjoys working with others in a lively environment. Enthusiasm: A positive attitude and a passion for helping clients navigate their pension options. What We Offer: Permanent Position: Stability and growth in your career with a reputable financial institution. Supportive Environment: Work with a team that values collaboration, innovation, and a good laugh! Professional Development: Opportunities for training and advancement to help you reach your full potential. Competitive Salary: We offer a salary that reflects your skills and experience along with a comprehensive benefits package. Why Join Us? At our institution, we believe that a cheerful workplace leads to happier employees and satisfied clients. We're not just about numbers; we're about people! Our team is diverse, inclusive, and ready to welcome your unique perspective. If you enjoy a bustling environment where every day brings new challenges, you'll fit right in! Ready to Make a Difference? If you're excited about this opportunity and believe you have what it takes to excel as a Pensions Administrator, we want to hear from you! Apply today and take the first step towards a rewarding career that makes a real impact. How to Apply: Send your CV and a cover letter outlining your relevant experience to . Applications will be reviewed on a rolling basis, so don't wait-apply now and let's start this journey together! Join us in shaping the future of pensions administration. Your cheerful, professional adventure awaits! Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
North Oak Recruitment
Pension Administrator
North Oak Recruitment Leicester, Leicestershire
Pension Administrator Leicester (Our Ref AL1371) hybrid working available after qualifying period Salary up to £35,000 pa dep on experience We have an excellent opportunity to join an award winning business and be a crucial member of the Pensions Team. Previous experience managing a portfolio of SIPP clients is essential for this role, and a trainee may be considered who has relevant industry experi click apply for full job details
Jan 06, 2026
Full time
Pension Administrator Leicester (Our Ref AL1371) hybrid working available after qualifying period Salary up to £35,000 pa dep on experience We have an excellent opportunity to join an award winning business and be a crucial member of the Pensions Team. Previous experience managing a portfolio of SIPP clients is essential for this role, and a trainee may be considered who has relevant industry experi click apply for full job details
Mulberry Recruitment
IFA Administrator / Financial Planning Administrator
Mulberry Recruitment Winnersh, Berkshire
IFA Administrator / Financial Planning Administrator Wokingham £30,000 - £35,000 FULL TIME OR PART TIME HOURS 37.5 hours per week or 20-30 hours My client is seeking a IFA Administrator based in Wokingham. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors. The ideal candidate will have experience working within Financial Services/Planning and working alongisde Financial Advisors. Duties Quickly and effectively deal with queries from clients through clear and thorough communication. Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO). Collect, collate, and record client policy information and critical data in accordance with the principles of KYC. Obtain policy information, quotes, illustrations, and product details. New client on-boarding from initial contact until funds are invested. Process and submit new business to providers and ensure applications are completed efficiently. Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues. Organising financial planning annual reviews with clients on behalf of the Financial Adviser. Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements. Be proficient sending critical client data by DocuSign and other electronic methods. Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions on iO. Comply with internal and FCA compliance policies and procedures, ensuring all client data and information remain confidential and compliant e.g., AML & GDPR Commit to continuous personal development. Assist and work collaboratively with other members of the Administration and Paraplanning team. On a day-to-day basis you may be required to peer review colleague work, which could include new applications, written correspondence, and technical fund switches on provider platforms. Experience & Qualifications A minimum of 1 years experience within the financial services industry. Experience using iO is desired, but not essential. Strong technical knowledge of investments, pensions, and family wealth planning. Excellent written and verbal communication skills are essential. A very high attention to detail and accuracy is also essential. Demonstratable experience delivering the highest level of service to clients. Excellent IT skills and proficiency on Microsoft Office packages, with an intermediate knowledge of Excel. Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements. Industry qualifications are desired, but not essential.
Jan 06, 2026
Full time
IFA Administrator / Financial Planning Administrator Wokingham £30,000 - £35,000 FULL TIME OR PART TIME HOURS 37.5 hours per week or 20-30 hours My client is seeking a IFA Administrator based in Wokingham. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors. The ideal candidate will have experience working within Financial Services/Planning and working alongisde Financial Advisors. Duties Quickly and effectively deal with queries from clients through clear and thorough communication. Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO). Collect, collate, and record client policy information and critical data in accordance with the principles of KYC. Obtain policy information, quotes, illustrations, and product details. New client on-boarding from initial contact until funds are invested. Process and submit new business to providers and ensure applications are completed efficiently. Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues. Organising financial planning annual reviews with clients on behalf of the Financial Adviser. Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements. Be proficient sending critical client data by DocuSign and other electronic methods. Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions on iO. Comply with internal and FCA compliance policies and procedures, ensuring all client data and information remain confidential and compliant e.g., AML & GDPR Commit to continuous personal development. Assist and work collaboratively with other members of the Administration and Paraplanning team. On a day-to-day basis you may be required to peer review colleague work, which could include new applications, written correspondence, and technical fund switches on provider platforms. Experience & Qualifications A minimum of 1 years experience within the financial services industry. Experience using iO is desired, but not essential. Strong technical knowledge of investments, pensions, and family wealth planning. Excellent written and verbal communication skills are essential. A very high attention to detail and accuracy is also essential. Demonstratable experience delivering the highest level of service to clients. Excellent IT skills and proficiency on Microsoft Office packages, with an intermediate knowledge of Excel. Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements. Industry qualifications are desired, but not essential.
Client Administrator
LGBT Great City, Glasgow
We are seeking a Client Administrator to join our SIPP team. This role can be based in our Glasgow or Cheltenham office on a hybrid working basis. This is an 18 month fixed term contract. The purpose of this role is to carry out any administration tasks for clients as required and ensure a high level of service is delivered at the most effective cost whilst ensuring regulatory and legislative requirements are met, and all clients are treated fairly. A snapshot of your day: All administration should be relevant to the client needs and service is delivered within any agreed service levels, priorities and quality standards. Carry out any client work taking responsibility for client communication and ownership of tasks as appropriate. Ensure that client needs are fully understood and administered in line with documented procedures. Ensure time is appropriately and accurately recorded against tasks on a daily basis and work to minimise non billable time. Work in accordance with BW values, behavioural competencies and treating customers fairly requirements. We would love to hear from you if you have: GCSE Maths and English at grade C/5 or equivalent. Experience in pensions and working in a team environment is desirable. Knowledge of the SIPP market place is preferred Strong communication and interpersonal skills are essential. The ability to work hard with the right attribute towards the continuous development of your skills and knowledge. What's in it for you: Competitive discretionary annual bonus Generous pension scheme (8%) Core benefits for you including private medical cover, life assurance (x4 - x10), group income protection (65%), and up to 30 days holiday per year with holiday trading A comprehensive range of voluntary benefits to suit you (and your family) including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance - we pay up to 50% of your gym/sports membership (up to 50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts Happy to talk flexible working. Accessibility We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility.
Jan 06, 2026
Full time
We are seeking a Client Administrator to join our SIPP team. This role can be based in our Glasgow or Cheltenham office on a hybrid working basis. This is an 18 month fixed term contract. The purpose of this role is to carry out any administration tasks for clients as required and ensure a high level of service is delivered at the most effective cost whilst ensuring regulatory and legislative requirements are met, and all clients are treated fairly. A snapshot of your day: All administration should be relevant to the client needs and service is delivered within any agreed service levels, priorities and quality standards. Carry out any client work taking responsibility for client communication and ownership of tasks as appropriate. Ensure that client needs are fully understood and administered in line with documented procedures. Ensure time is appropriately and accurately recorded against tasks on a daily basis and work to minimise non billable time. Work in accordance with BW values, behavioural competencies and treating customers fairly requirements. We would love to hear from you if you have: GCSE Maths and English at grade C/5 or equivalent. Experience in pensions and working in a team environment is desirable. Knowledge of the SIPP market place is preferred Strong communication and interpersonal skills are essential. The ability to work hard with the right attribute towards the continuous development of your skills and knowledge. What's in it for you: Competitive discretionary annual bonus Generous pension scheme (8%) Core benefits for you including private medical cover, life assurance (x4 - x10), group income protection (65%), and up to 30 days holiday per year with holiday trading A comprehensive range of voluntary benefits to suit you (and your family) including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance - we pay up to 50% of your gym/sports membership (up to 50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts Happy to talk flexible working. Accessibility We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility.
Focus Resourcing
Scanning Administrator
Focus Resourcing Thornaby, Yorkshire
Starting ASAP - 3 month temporary role Criminal and credit checks have to be undertaken before you start City centre - no parking Working hours 8.45am - 5pm, Monday - Friday Please note this an office based role Our client is a highly successful pensions company and they now need an administrator to join their busy team to assist with general administration/scanning support. This is working in the admin team and you can expect to support colleagues across the firm. We are, therefore, looking for someone who prides themselves in their organisational skills and their attention to detail when undertaking repetitive tasks. As the Scanning Assistant, you will be responsible for: Sorting, scanning and distribution of incoming post Electronic indexing of correspondence and creation of workflow tasks using multiple systems Printing and preparing letters and documents for outgoing post Liaising with administration teams to resolve queries Handling and processing of payment receipts, precious documents and returned mail Additional ad-hoc activities as required. Experience / Skills needed: Office experience IT literate Collaborative team player Strong attention to detail Good attention to detail Proactive
Jan 06, 2026
Seasonal
Starting ASAP - 3 month temporary role Criminal and credit checks have to be undertaken before you start City centre - no parking Working hours 8.45am - 5pm, Monday - Friday Please note this an office based role Our client is a highly successful pensions company and they now need an administrator to join their busy team to assist with general administration/scanning support. This is working in the admin team and you can expect to support colleagues across the firm. We are, therefore, looking for someone who prides themselves in their organisational skills and their attention to detail when undertaking repetitive tasks. As the Scanning Assistant, you will be responsible for: Sorting, scanning and distribution of incoming post Electronic indexing of correspondence and creation of workflow tasks using multiple systems Printing and preparing letters and documents for outgoing post Liaising with administration teams to resolve queries Handling and processing of payment receipts, precious documents and returned mail Additional ad-hoc activities as required. Experience / Skills needed: Office experience IT literate Collaborative team player Strong attention to detail Good attention to detail Proactive
Premier Jobs UK Limited
Corporate Benefits Administrator
Premier Jobs UK Limited Northampton, Northamptonshire
This Corporate Benefits Administrator job is available within a local IFA firm based in Northampton. This is an exciting opportunity with excellent career progression available for the successful individual to have pathway to becoming a Financial Advisor. You will be working within their corporate pensions and employee benefits team who provide advice to their corporate clients click apply for full job details
Jan 06, 2026
Full time
This Corporate Benefits Administrator job is available within a local IFA firm based in Northampton. This is an exciting opportunity with excellent career progression available for the successful individual to have pathway to becoming a Financial Advisor. You will be working within their corporate pensions and employee benefits team who provide advice to their corporate clients click apply for full job details
Payroll Administrator
STRATEGIC RESOURCES EUROPEAN RECRUITMENT CONSULTANTS LTD
Our prestigious Oil & Gas Operating Client who are combining Oil & Gas interests into a new Company are currently seeking a Payroll Administrator for a contract role in Aberdeen. The role and its responsibilities will include, but are not limited to the following: - The Payroll Administrator will support and report to the Payroll Advisor in ensuring accurate and timely payroll processing for all employees. This role involves close collaboration with an outsourced payroll service provider, maintaining compliance, resolving queries, and assisting with reward-related activities where required. Contract - Temporary (PAYE) Start Date: - ASAP Contract: - 6-12 months Key Responsibilities Payroll Coordination: Work closely with the outsourced payroll provider to ensure accurate and timely payroll delivery Prepare and validate payroll data before submission to the provider Review payroll outputs and resolve discrepancies promptly Ensure adherence to statutory requirements for tax, social security, and other obligations Assist with payroll reporting for internal stakeholders and audits Respond to payroll-related queries professionally and promptly Provide guidance on payslips, deductions, and statutory entitlements Assist with administering employee benefits programs (e.g., pensions, healthcare) Support annual compensation review processes, including data preparation and validation Contribute to reward benchmarking and market analysis projects Previous experience in payroll administration or similar role Knowledge of payroll processes and relevant legislation Experience working with outsourced payroll providers Strong attention to detail and numerical accuracy Proficiency in MS Excel and HRIS/payroll software Experience supporting reward activities such as compensation reviews or benefits administration Understanding of reward principles and market benchmarking Ability to analyse data and provide insights Highly organised with the ability to manage multiple priorities Strong communication and interpersonal skills Confidentiality and integrity in handling sensitive information Candidates must have The Right to Work in the UK as no sponsorship is available.
Jan 06, 2026
Contractor
Our prestigious Oil & Gas Operating Client who are combining Oil & Gas interests into a new Company are currently seeking a Payroll Administrator for a contract role in Aberdeen. The role and its responsibilities will include, but are not limited to the following: - The Payroll Administrator will support and report to the Payroll Advisor in ensuring accurate and timely payroll processing for all employees. This role involves close collaboration with an outsourced payroll service provider, maintaining compliance, resolving queries, and assisting with reward-related activities where required. Contract - Temporary (PAYE) Start Date: - ASAP Contract: - 6-12 months Key Responsibilities Payroll Coordination: Work closely with the outsourced payroll provider to ensure accurate and timely payroll delivery Prepare and validate payroll data before submission to the provider Review payroll outputs and resolve discrepancies promptly Ensure adherence to statutory requirements for tax, social security, and other obligations Assist with payroll reporting for internal stakeholders and audits Respond to payroll-related queries professionally and promptly Provide guidance on payslips, deductions, and statutory entitlements Assist with administering employee benefits programs (e.g., pensions, healthcare) Support annual compensation review processes, including data preparation and validation Contribute to reward benchmarking and market analysis projects Previous experience in payroll administration or similar role Knowledge of payroll processes and relevant legislation Experience working with outsourced payroll providers Strong attention to detail and numerical accuracy Proficiency in MS Excel and HRIS/payroll software Experience supporting reward activities such as compensation reviews or benefits administration Understanding of reward principles and market benchmarking Ability to analyse data and provide insights Highly organised with the ability to manage multiple priorities Strong communication and interpersonal skills Confidentiality and integrity in handling sensitive information Candidates must have The Right to Work in the UK as no sponsorship is available.
Reward Administrator
STRATEGIC RESOURCES EUROPEAN RECRUITMENT CONSULTANTS LTD Aberdeen, Aberdeenshire
REWARD ADMINISTRATOR Reports To: Head of Reward Our client, a Major Oil and Gas Operator is seeking an experienced Reward Administrator. This is a 12 Month PAYE contract role based in Aberdeen with a hybrid working system in place. Role Purpose: The Reward Administrator will support and report to the Head of Reward. This role involves close collaboration with an outsourced Benefits Administration vendor Internal HR Operations and Payroll colleagues and external Benefit vendors, resolving Reward queries and supporting wider Reward projects and processes. Key Responsibilities: Reward Query Resolution: Acting as first escalation point on Reward issues for Benefit Administrators, HR Advisors and Payroll team Reward Projects: Provide support for Reward analysis in support of Remuneration Committee annual wheel and reporting requirements, annual pay review and incentive processes. Proactively support the development of Reward communications to support upskilling of wider HR team, managers and employees on Reward topics including an annual Calendar of Reward events and communications. Employee Support: Respond to reward-related queries professionally and promptly. Provide guidance on compensation, benefit and reward policy issues Reward Support: Assist with administering employee benefits programs (e.g., pensions, healthcare). Support annual compensation review processes, including data preparation and validation. Contribute to reward benchmarking and market analysis projects. Skills & Experience: Essential: Previous experience in Reward administration, supporting reward activities such as compensation reviews or benefits administration. Knowledge of Reward processes and relevant legislation. Experience working with external Benefit vendors. Strong attention to detail and numerical accuracy. Proficiency in MS Excel and HRIS software. Understanding of reward principles and market benchmarking. Ability to analyse data and provide insights.
Jan 06, 2026
Contractor
REWARD ADMINISTRATOR Reports To: Head of Reward Our client, a Major Oil and Gas Operator is seeking an experienced Reward Administrator. This is a 12 Month PAYE contract role based in Aberdeen with a hybrid working system in place. Role Purpose: The Reward Administrator will support and report to the Head of Reward. This role involves close collaboration with an outsourced Benefits Administration vendor Internal HR Operations and Payroll colleagues and external Benefit vendors, resolving Reward queries and supporting wider Reward projects and processes. Key Responsibilities: Reward Query Resolution: Acting as first escalation point on Reward issues for Benefit Administrators, HR Advisors and Payroll team Reward Projects: Provide support for Reward analysis in support of Remuneration Committee annual wheel and reporting requirements, annual pay review and incentive processes. Proactively support the development of Reward communications to support upskilling of wider HR team, managers and employees on Reward topics including an annual Calendar of Reward events and communications. Employee Support: Respond to reward-related queries professionally and promptly. Provide guidance on compensation, benefit and reward policy issues Reward Support: Assist with administering employee benefits programs (e.g., pensions, healthcare). Support annual compensation review processes, including data preparation and validation. Contribute to reward benchmarking and market analysis projects. Skills & Experience: Essential: Previous experience in Reward administration, supporting reward activities such as compensation reviews or benefits administration. Knowledge of Reward processes and relevant legislation. Experience working with external Benefit vendors. Strong attention to detail and numerical accuracy. Proficiency in MS Excel and HRIS software. Understanding of reward principles and market benchmarking. Ability to analyse data and provide insights.
Senior Pensions Administrator
Focus Resourcing Group
Senior Pensions Administrator (DC) Reading Hybrid Full-time Permanent We're recruiting on behalf of a leading pensions consultancy for an experienced Senior Pensions Administrator to join their Reading-based team, focusing on Defined Contribution (DC) schemes. This role suits someone with solid DC administration experience who enjoys a mix of technical work, customer service and supporting junior
Jan 06, 2026
Full time
Senior Pensions Administrator (DC) Reading Hybrid Full-time Permanent We're recruiting on behalf of a leading pensions consultancy for an experienced Senior Pensions Administrator to join their Reading-based team, focusing on Defined Contribution (DC) schemes. This role suits someone with solid DC administration experience who enjoys a mix of technical work, customer service and supporting junior

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