10 jobs found

Senior Pensions Administrator page is loaded Senior Pensions Administratorlocations: Crawley - Sutherland House: Caithness - William Smith Housetime type: Full timeposted on: Posted Todayjob requisition id: R16626Management LevelHEQ Retirement Solutions is transforming the retirement and pensions markets with leading administration and technology solutions. With over 1200 employees globally, 189 years of knowledge and 11 million pension scheme members and policyholders, we are here to help people plan for a confident financial future by delivering innovative, reliable and customer-focused retirement services. Our teams are driven by a shared commitment to excellence, collaboration and making a real impact to the lives of our clients and customers. Role Summary The Senior Pension Administrator Role will be responsible for the implementation of training and development of Pension Administrators and authorising/quality marking work completed by the Pension Administration team. The role is collaborative in nature and the candidate will be required to liaise with a fellow Senior Pension Administrator, Pension Technical Analyst and Team Manager to ensure all authorisations, support and guidance is completed correctly and in a timely manner, aiming towards continuous improvement of customer service. Core Duties/Responsibilities The successful candidate will be responsible for the following: Provide administration services to customers, working to agreed targets To complete / check casework and provide feedback Resolving customer enquiries (oral and written) Drafting of non-standard correspondence in response to customer enquiries Performing and issuing pension calculations including manual calculations Carrying out projects and ad-hoc activities, as determined by your Team Leader Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviours: Excellent attention to detail and capable of following defined processes and procedures Strong communication skills Strong desire to deliver exceptional customer service The ability to develop positive and productive working relationships Computer literate with a willingness to learn a variety of systems Strong numeracy and literacy skills The desire to deliver exceptional customer service The ability to develop positive and productive working relationships What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. Learning & Development - Investment in LinkedIn Learning for all colleagues.We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.Our people and platforms connect businesses with markets, engage customers with their investments and allow organisations to grow and transform. Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future. We provide share registration, deliver services for reward and benefits and develop solutions for customer management in regulated industries. Our work with some of the most significant organisations in the UK and US means we engage with 29 million of their shareholders, pensioners and employees.

A recruitment agency in Beckenham is seeking an experienced Financial Administrator to support Financial Advisers with administration tasks. This office-based role involves managing client records, ensuring compliance, and using various CRM systems like Salesforce. The ideal candidate will have experience in Financial Planning and possess strong organisational skills. Competitive salary between £30,000 and £38,000 offered.

A respected financial services firm is seeking a Senior IFA Administrator to support Office Managers and Financial Planners. This role involves processing new business, preparing compliance documents, and maintaining accurate client data. The ideal candidate has over 5 years of IFA administration experience, strong knowledge of investments and pensions, and excellent organizational skills. Hybrid work arrangement is available.

Idex Consulting is working with a leading National IFA firm in Edinburgh who are looking to recruit an Senior IFA Administrator. Responsibilities Support the Financial Planner to deliver on agreed service levels and to manage the client advice journey by: Providing all necessary paperwork timeously for new and review planning meetings eg: core engagement documents, agendas, valuations, performance information, charges, expression of wish, trust forms and any other documents pertinent to remaining compliant with up-to-date legislation Adopting a good client-first culture and ensuring that every client interaction is a positive one Efficiently obtaining all necessary information about a client's existing products using Letters of Authority, preparing illustrations and submitting all new business including that of a more complex nature Monitoring all new and existing business transactions to completion whilst keeping the client/Planner regularly updated Processing all existing client transactions including regular and one-off withdrawals, top-ups, Bed & ISAs etc. Managing proposition changes, fund switches, rebalances not automatically carried out, POAs Trust Forms, phased income and any other transactions, as necessary Identifying clients due for review and following workflow to completion in line with Co process Ensuring all client records across various softwares (ie: iO, Papercloud, Moneyinfo, Truth) are set up and accurately maintained in line with inhouse processes and regulatory requirements Using iO as a task and workflow (including fee income) management system, setting up, completing and assigning tasks routinely to ensure a well-rounded and smooth client experience Supporting the operations and compliance functions by ensuring that all management information is accurate and readily accessible whether via iO or general Registers Supporting the Client Services Manager by ensuring that all defined processes are strictly adhered to within the team and by providing guidance and training to more junior members of staff Supporting the Client Services Manager by leading as a systems expert on iO, Moneyinfo and cashflow modelling software Supporting the Client Services Manager by deputising/stepping up in her absence to ensure smooth ongoing work and office management across the team Carrying out any other activities or ad hoc project duties for the team including progress towards full simplification and harmonisation Completing all mandatory learning within the deadlines and adhering to conduct rules at all times Working closely with paraplanning team to maximise the effectiveness of operating procedures Skills and experience Previous background working within a IFA or financial services organisation Good working knowledge of Intelligent Office (iO) and Excel Good knowledge of using Microsoft Office packages in particular Excel and Word Strong verbal and written communications skills Excellent interpersonal skills with individuals at all levels, internally and externally The ability to work on own initiative and also work as part of a team is desirable Benefits Group pension scheme Healthcare Death in service Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Type of Position: Senior IFA Administrator (SJP) - Beckenham, Kent Pay: £30,000 - £38,000 We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Beckenham. This position will involve supporting Financial Advisers with all areas of administration including business processing, financial administration, and client liaison. The role will require use of different CRM systems and platforms (including Salesforce This will be an office-based position. Key Responsibilities: Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties, and providing support at client meetings where appropriate Issuing letter of authorities (LOAs) to providers Chasing financial institutions to provide requested information Telephone liaison with Administration Centres and Paraplanners Drafting and proof-reading documents, including client correspondence, presentations, illustrations, etc. Creating and updating client records and our databases with financial and personal data Maintaining and accurately updating the CRM - using it to effectively manage the business workflow Deciphering policy information and inputting into the company CRM On-boarding new clients to our company CRM Preparing client files for review meetings Provide regular status updates to clients regarding the status of transfers, withdrawals, amongst other things Completing illustrations and applications for new business Processing New Business and chasing through to completion Processing Application forms Complete an audit at the end of each case to make sure that all documents are where they are supposed to be Manage the compliance requirements of the business - Ensure new business and client files are fully compliant Maintaining accurate computer records Managing company compliance records Managing the new SJP meeting review process Managing business pipeline Learning to write basic Suitability Letters Assisting with marketing administration Other ad-hoc duties Experience and Qualifications: Previous experience within a Financial Planning role Must have a can-do attitude Must be flexible and adaptable Exceptional attention to detail is paramount Excellent written English, numerate, and analytical Strong organisational skills Ability to use own initiative and multi-task Able to work additional hours when required We are an equal opportunities employer and welcome applications from all suitably qualified persons. We are committed to providing a work environment that is free from discrimination, harassment, and retaliation.

Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes. Benefits: Salary: Up to £35,000 (DOE) 31 Days Holiday (Inclusive of Bank Holidays) Holiday entitlement increases with length of service. Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Hybrid: 2 days at home / 3 days in office Monday to Friday - 08:30 to 17:00 Location: Warwick Role & Responsibilities: Process new business (investments, pensions, protection, mortgages) Run risk profiles, fund switch reports, and valuations Prepare review packs, reports, and compliance documents Liaise with advisers, providers, and clients to keep cases on track Handle fund switches, withdrawals, and client instructions Maintain accurate client data and records Support colleagues with training and coaching where needed Required Skills & Experience: Minimum 5 years' IFA administration experience Strong pensions, investments, and protection knowledge Excellent organisational skills with attention to detail Confident communicator with strong client service focus Able to manage deadlines, multi-task, and work independently Compliance awareness, with solid platform and product knowledge Apply now to take the next step in your financial services career!