BWD Search & Selection
Welwyn Garden City, Hertfordshire
BWD are working with an in-house pension scheme who are looking for a Pension Systems Analyst to join the business on a permanent basis. You will be joining one of the largest pension schemes in the UK and be able to gain excellent exposure to the DB Scheme and its inner workings. Our client is looking for people who are willing to work on a hybrid basis with 3 days at home and 2 days in their attractive Hertfordshire based office.You will be an experience pensions professional with strong UK DB Pensions experience, this may be from a Pensions Administration background or from a pensions projects/systems background. You must be able to demonstrate expert knowledge of technical pensions calculations, systems and communication skills in liaising with stakeholders to translate technical information to them. The role Maintenance of the Pensions Admin system, test functionality including peer review Complex calculations, processes, document generation and data reporting Proactively identifying improvements for the systems and administration Liaising with developers, administrators and third-party advisors First line of response for users to investigate and resolve system issues Experience Required You must have 5 years minimum in DB Pension experience, this could be from a Pensions Admin background or from the systems side from day 1 2 or 3 years minimum experience with technical pensions systems as well as working with complex pensions calculations Excellent communicator to be able to proactively engage with internal and external stakeholders in order to work collaboratively with the systems. If you feel you have the relevant experience and would like to apply for this position then, please contact Jack Heaton at BWD Search and Selection or apply within. Please note our advertisements use years' experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.
May 01, 2024
Full time
BWD are working with an in-house pension scheme who are looking for a Pension Systems Analyst to join the business on a permanent basis. You will be joining one of the largest pension schemes in the UK and be able to gain excellent exposure to the DB Scheme and its inner workings. Our client is looking for people who are willing to work on a hybrid basis with 3 days at home and 2 days in their attractive Hertfordshire based office.You will be an experience pensions professional with strong UK DB Pensions experience, this may be from a Pensions Administration background or from a pensions projects/systems background. You must be able to demonstrate expert knowledge of technical pensions calculations, systems and communication skills in liaising with stakeholders to translate technical information to them. The role Maintenance of the Pensions Admin system, test functionality including peer review Complex calculations, processes, document generation and data reporting Proactively identifying improvements for the systems and administration Liaising with developers, administrators and third-party advisors First line of response for users to investigate and resolve system issues Experience Required You must have 5 years minimum in DB Pension experience, this could be from a Pensions Admin background or from the systems side from day 1 2 or 3 years minimum experience with technical pensions systems as well as working with complex pensions calculations Excellent communicator to be able to proactively engage with internal and external stakeholders in order to work collaboratively with the systems. If you feel you have the relevant experience and would like to apply for this position then, please contact Jack Heaton at BWD Search and Selection or apply within. Please note our advertisements use years' experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.
Systems Developer- Pensions Administrator This reputable business is seeking a systems developer to join their team, giving an opportunity to support on the development of systems used for the administration of pension schemes. This role will require you data analysis and data cleansing, testing process Improvements, database administration, and more.Requirements for this position, strong technical/analytical mindset with a strong mathematical ability, alongside having excellent attention to detail.This opportunity provides a competitive benefits package and the opportunity to work fully remote in Europe.
May 01, 2024
Full time
Systems Developer- Pensions Administrator This reputable business is seeking a systems developer to join their team, giving an opportunity to support on the development of systems used for the administration of pension schemes. This role will require you data analysis and data cleansing, testing process Improvements, database administration, and more.Requirements for this position, strong technical/analytical mindset with a strong mathematical ability, alongside having excellent attention to detail.This opportunity provides a competitive benefits package and the opportunity to work fully remote in Europe.
Oliver James is pleased to be in partnership with a leading and global financial centre. This reputable business is seeking a systems developer to join their team, giving an opportunity to support on the development of systems used for the administration of pension schemes. This role will require you data analysis and data cleansing, testing process Improvements, database administration, and more. Requirements for this position, strong technical/analytical mindset with a strong mathematical ability, alongside having excellent attention to detail. This opportunity provides a competitive benefits package and the opportunity to work fully remote in Europe. To find out further information please email-
May 01, 2024
Full time
Oliver James is pleased to be in partnership with a leading and global financial centre. This reputable business is seeking a systems developer to join their team, giving an opportunity to support on the development of systems used for the administration of pension schemes. This role will require you data analysis and data cleansing, testing process Improvements, database administration, and more. Requirements for this position, strong technical/analytical mindset with a strong mathematical ability, alongside having excellent attention to detail. This opportunity provides a competitive benefits package and the opportunity to work fully remote in Europe. To find out further information please email-
Senior Administrator / Paraplanner Office based in Fleet, Hampshire A negotiable salary of £32,000 - £35,000 plus benefits Growth and Development opportunities available We are recruiting for one of our partnership businesses based in their Fleet, Hampshire offices. With more than 35 years' experience of working with clients, making a positive change to lives is what drives our client on a daily basis. They take pride in their inter-generational work - supporting clients and their families on their journey's. Due to expansions and demand they are on the hunt for a Senior Administrator / Paraplanner to join the growing team. This role would suit someone looking to build a career in the business and be part of its success. Applications for this vital role are particularly welcome from proactive and conscientious individuals with the ability to identify and resolve issues at source whilst maintaining a calm, welcoming demeanour with clients and Advisor's alike. We welcome those that are fully qualified in Financial Advice but also those starting out their qualification and wanting to continue. Key Accountabilities Provide technical, research and admin support to the advisers. Submit new business and follow up pipeline through to issue. Maintain high documentation standards in line with company and statutory compliance. Maintain regular communication with clients throughout the advice process and build long term relationships. This includes booking meetings and follow up reviews Adhere to a culture that treats clients fairly and focuses on long term sustainability of client relationships. Maintain all back-office systems e.g. Microsoft 360, word, excel, mortgage sourcing software. Prepare regular Valuation Reports for investment clients. Prepare onboarding paperwork for clients including new applications; servicing forms; trusts; fee agreements; invoices. Submit life /mortgage and investment / pension applications (paper; online) Deal with general (existing) client enquiries (where no advice is required) General administration including setting up and maintaining client files and records. Be confident and have experience of the use of fund platforms. Be familiar and able to build cashflow forecasts for adviser presentation meetings. Skills & Experience At least 2 years in a financial services administrative/paraplanning role Strong technical experience in writing Suitability Letters and Client Reports Working knowledge of office 365 Good organisational skills and interpersonal skills ability to multitask and prioritise effectively. Sound technical knowledge of investments, pensions, and protection Attention to detail is a must; able to work to deadlines; thoroughness. Friendly disposition with clients, work colleagues and business contacts - good telephone manner Honest and reliable, able to maintain client confidentiality. Good working knowledge of Word, Excel, Microsoft Outlook Experience of CRM systems If you want to join a friendly and professional team wanting to grow, please apply below
May 01, 2024
Full time
Senior Administrator / Paraplanner Office based in Fleet, Hampshire A negotiable salary of £32,000 - £35,000 plus benefits Growth and Development opportunities available We are recruiting for one of our partnership businesses based in their Fleet, Hampshire offices. With more than 35 years' experience of working with clients, making a positive change to lives is what drives our client on a daily basis. They take pride in their inter-generational work - supporting clients and their families on their journey's. Due to expansions and demand they are on the hunt for a Senior Administrator / Paraplanner to join the growing team. This role would suit someone looking to build a career in the business and be part of its success. Applications for this vital role are particularly welcome from proactive and conscientious individuals with the ability to identify and resolve issues at source whilst maintaining a calm, welcoming demeanour with clients and Advisor's alike. We welcome those that are fully qualified in Financial Advice but also those starting out their qualification and wanting to continue. Key Accountabilities Provide technical, research and admin support to the advisers. Submit new business and follow up pipeline through to issue. Maintain high documentation standards in line with company and statutory compliance. Maintain regular communication with clients throughout the advice process and build long term relationships. This includes booking meetings and follow up reviews Adhere to a culture that treats clients fairly and focuses on long term sustainability of client relationships. Maintain all back-office systems e.g. Microsoft 360, word, excel, mortgage sourcing software. Prepare regular Valuation Reports for investment clients. Prepare onboarding paperwork for clients including new applications; servicing forms; trusts; fee agreements; invoices. Submit life /mortgage and investment / pension applications (paper; online) Deal with general (existing) client enquiries (where no advice is required) General administration including setting up and maintaining client files and records. Be confident and have experience of the use of fund platforms. Be familiar and able to build cashflow forecasts for adviser presentation meetings. Skills & Experience At least 2 years in a financial services administrative/paraplanning role Strong technical experience in writing Suitability Letters and Client Reports Working knowledge of office 365 Good organisational skills and interpersonal skills ability to multitask and prioritise effectively. Sound technical knowledge of investments, pensions, and protection Attention to detail is a must; able to work to deadlines; thoroughness. Friendly disposition with clients, work colleagues and business contacts - good telephone manner Honest and reliable, able to maintain client confidentiality. Good working knowledge of Word, Excel, Microsoft Outlook Experience of CRM systems If you want to join a friendly and professional team wanting to grow, please apply below
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary The principal engineer role is a senior technical role at the heart of the development or configuration team. With a passion for technology, innovation and collaboration they keep their knowledge current, continuously seeking to design, build and deliver better than yesterday. Principal engineers thrive on the chance to employ their multi-faceted skills to create industry-leading solutions in a way that moves the products, the department, their team and individuals forward. They are keen to explore how advances in technology might support on-going continuous improvement or programme acceleration and contribute significantly to the department strategies, practices, toolkits and processes. Core Duties/Responsibilities Ensure you and your Squad adhere to the over-arching Software Development Lifecycle and Agile TOM aligned to your Home Develop and maintain software development processes, standards, and best practices to ensure consistent delivery of high-quality software products Promote engineering excellence and quality through appropriate use of analysis tools, control gates and peer reviews by inculcating news ways of thinking to improve design, productivity, and quality Promote the evaluation of emerging technologies, models, methods etc. on an ongoing basis to enable competitive differentiation and strengthening of existing product technology; drive adoption within your squad as required Drive optimisation of the engineering lifecycle through a systematic knowledge management and continuous learning process to better enable the organization to meet market and client needs Mentor and guide all engineers within your home and assist with technical challenges as needed Show a sense of ownership & pride within your squad and the wider home to deliver high quality work and Institute a self-directed and high-performance culture in the team Involve yourself in the development of a strong talent pipeline throughout your wider home by helping the Manger Engineer in hiring, internal movements, succession planning, talent reviews etc. Take an interest in and show advocacy for the reduction in technical debt across the estate and mission, supporting the Manager Engineer and Product to prioritise the reduction of technical debt appropriately Show an interest in articulating the technical roadmap, the vitality of the product, architecture overview documentation and the validation of our platforms in the product pipeline Technical Responsibilities SFIA Skill: Level 5 Configuration management CFMG Plans the capture and management of CIs and related information. Agrees scope of configuration management processes and the configuration items (CIs) and related information to be controlled. Identifies, evaluates and manages the adoption of appropriate tools, techniques and processes for configuration management. Contributes to the development of configuration management strategies, policies, standards, and guidelines. Skills Capabilities and Attributes Agile Methodologies - Scrum Efficiency improvement Configuration management Release readiness Documentation / technical writing Process, data, system engineering Analytical - business, process, data, system Lifecycle management Pension and Wealth Life and Pension system configuration Analysis and implementation of requirements, including: Workflow design and configuration Calculation Configuration Reporting solutions Work Management and MI Configuration Management Content Management Systems Compendia Administrator CAST GCW Compose Umbraco dotCMS XML, XSL, XQuery, XPath SQL, T-SQL Azure Cloud Platform, AWS Azure DevOps Visual Studio Relevant Experience Any technical graduation; engineering, computer science, etc. Preferred, post-graduation in advanced computer science subjects and MBA in Systems Experience in engineering development or configuration for a Product SaaS organisation Experience of having led conceptualization and development or configuration of a portfolio of products or SaaS based products Experience in Pensions and Financial Services What We Offer Save For Your Future - Equiniti Pension Plan; Matched up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary Employee discounts - Discounts and cashback at high street stores through our EQ Wins Platform. Flexible Benefits - Ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - 28 days holiday + bank holidays. 2 volunteer days. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. 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
May 01, 2024
Full time
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary The principal engineer role is a senior technical role at the heart of the development or configuration team. With a passion for technology, innovation and collaboration they keep their knowledge current, continuously seeking to design, build and deliver better than yesterday. Principal engineers thrive on the chance to employ their multi-faceted skills to create industry-leading solutions in a way that moves the products, the department, their team and individuals forward. They are keen to explore how advances in technology might support on-going continuous improvement or programme acceleration and contribute significantly to the department strategies, practices, toolkits and processes. Core Duties/Responsibilities Ensure you and your Squad adhere to the over-arching Software Development Lifecycle and Agile TOM aligned to your Home Develop and maintain software development processes, standards, and best practices to ensure consistent delivery of high-quality software products Promote engineering excellence and quality through appropriate use of analysis tools, control gates and peer reviews by inculcating news ways of thinking to improve design, productivity, and quality Promote the evaluation of emerging technologies, models, methods etc. on an ongoing basis to enable competitive differentiation and strengthening of existing product technology; drive adoption within your squad as required Drive optimisation of the engineering lifecycle through a systematic knowledge management and continuous learning process to better enable the organization to meet market and client needs Mentor and guide all engineers within your home and assist with technical challenges as needed Show a sense of ownership & pride within your squad and the wider home to deliver high quality work and Institute a self-directed and high-performance culture in the team Involve yourself in the development of a strong talent pipeline throughout your wider home by helping the Manger Engineer in hiring, internal movements, succession planning, talent reviews etc. Take an interest in and show advocacy for the reduction in technical debt across the estate and mission, supporting the Manager Engineer and Product to prioritise the reduction of technical debt appropriately Show an interest in articulating the technical roadmap, the vitality of the product, architecture overview documentation and the validation of our platforms in the product pipeline Technical Responsibilities SFIA Skill: Level 5 Configuration management CFMG Plans the capture and management of CIs and related information. Agrees scope of configuration management processes and the configuration items (CIs) and related information to be controlled. Identifies, evaluates and manages the adoption of appropriate tools, techniques and processes for configuration management. Contributes to the development of configuration management strategies, policies, standards, and guidelines. Skills Capabilities and Attributes Agile Methodologies - Scrum Efficiency improvement Configuration management Release readiness Documentation / technical writing Process, data, system engineering Analytical - business, process, data, system Lifecycle management Pension and Wealth Life and Pension system configuration Analysis and implementation of requirements, including: Workflow design and configuration Calculation Configuration Reporting solutions Work Management and MI Configuration Management Content Management Systems Compendia Administrator CAST GCW Compose Umbraco dotCMS XML, XSL, XQuery, XPath SQL, T-SQL Azure Cloud Platform, AWS Azure DevOps Visual Studio Relevant Experience Any technical graduation; engineering, computer science, etc. Preferred, post-graduation in advanced computer science subjects and MBA in Systems Experience in engineering development or configuration for a Product SaaS organisation Experience of having led conceptualization and development or configuration of a portfolio of products or SaaS based products Experience in Pensions and Financial Services What We Offer Save For Your Future - Equiniti Pension Plan; Matched up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary Employee discounts - Discounts and cashback at high street stores through our EQ Wins Platform. Flexible Benefits - Ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - 28 days holiday + bank holidays. 2 volunteer days. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. 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
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary EQ is seeking an Implementation Analyst to join a brand new team responsible for onboarding Bulk Purchase Annuity (BPA) Schemes. Significant experience in the pensions industry and a strong technical pensions background is required, knowledge of Bulk Purchase Annuities would be advantageous. It is an exciting time and opportunity to be a part of this Implementation team that is not only responsible for the core configuration of the system, but also working closely with the ongoing development of the Administrator system, including contributing to development plans, reviewing enhancement requests, Administrator rollouts and producing prototypes for new functionality. Business Function EQ Pensions Operations delivers an excellent service across our diverse client base. Our Pensions Administration teams are responsible for keeping accurate and compliant pension records for our clients and pension scheme members. Our people, our Administrator platform and its integrated mobile-friendly web tools, are key elements in delivering this. Leading-edge responsive web tools and contact centre facilities help members to engage with their retirement wealth as they progress along their journey to retirement. Core Duties/Responsibilities Work across all aspects of the Administrator application Load and import bulk annuity data using Equiniti tools (DataSure, EQ Porter etc.) Analyse and assess pension data extracts against standards and ensuring final extracts are in line with the relevant benefit specification(s) Validate data extracts through standard checks, control totals and production of agreed test scenario outputs Identify data issues and raise with the client through query log Configure scheme, category, and element parameters within the Administrator application Configure member communications to reflect bespoke specific scheme requirements Collaborate with clients to understand their requirements for the Administrator application Analyse, understand, document and estimate client requirements Build and maintain relationships with stakeholders Improve implementation practices and procedures Skills, Capabilities and Attributes Analysis on implementation projects/enhancements for clients Analyse changes and enhancements to client's pensions systems Liaise with clients to define requirements and estimate work Accurately estimate and plan deliverables. Monitor progress enabling projects to be delivered on time and within budget Adhere to project estimating, planning, management and reporting procedures Application of data cleansing and data migration activities Configuration and testing of automation processes Align to defined policies and procedures, identifying any deficiencies in, or opportunities for improvement to, established standards and procedures Produce user and pension systems documentation as required and agreed Support the testing and rollout of the implementation. Interpret and implement legislative changes making use of Regulatory & Pensions Support team advice Work within the correct boundaries of scope, incident management and change control Design and provide a solution which is fit for purpose and in line with budget Qualification and Experience Educated to degree standard preferred Experience of using Pension Configuration Tools and MS SQL Relevant qualifications in the Pensions & Actuarial Industry desirable (e.g. Pensions Management Institute Certification) Experience in the pensions industry and a strong technical pensions background, particularly in the area of Bulk Purchase Annuities, highly desirable Software development capabilities Demonstrate commercial awareness & operational efficiencies/income generation in current role. What We Offer Save For Your Future - Equiniti Pension Plan; matched contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary Employee discounts - Discounts and cashback at high street stores through EQ Wins Platform Flexible Benefits - Ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing etc Time Off - 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity Winning together - Equiniti ICON award vouchers; recognising individuals going above and beyond to help the business succeed. 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
May 01, 2024
Full time
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary EQ is seeking an Implementation Analyst to join a brand new team responsible for onboarding Bulk Purchase Annuity (BPA) Schemes. Significant experience in the pensions industry and a strong technical pensions background is required, knowledge of Bulk Purchase Annuities would be advantageous. It is an exciting time and opportunity to be a part of this Implementation team that is not only responsible for the core configuration of the system, but also working closely with the ongoing development of the Administrator system, including contributing to development plans, reviewing enhancement requests, Administrator rollouts and producing prototypes for new functionality. Business Function EQ Pensions Operations delivers an excellent service across our diverse client base. Our Pensions Administration teams are responsible for keeping accurate and compliant pension records for our clients and pension scheme members. Our people, our Administrator platform and its integrated mobile-friendly web tools, are key elements in delivering this. Leading-edge responsive web tools and contact centre facilities help members to engage with their retirement wealth as they progress along their journey to retirement. Core Duties/Responsibilities Work across all aspects of the Administrator application Load and import bulk annuity data using Equiniti tools (DataSure, EQ Porter etc.) Analyse and assess pension data extracts against standards and ensuring final extracts are in line with the relevant benefit specification(s) Validate data extracts through standard checks, control totals and production of agreed test scenario outputs Identify data issues and raise with the client through query log Configure scheme, category, and element parameters within the Administrator application Configure member communications to reflect bespoke specific scheme requirements Collaborate with clients to understand their requirements for the Administrator application Analyse, understand, document and estimate client requirements Build and maintain relationships with stakeholders Improve implementation practices and procedures Skills, Capabilities and Attributes Analysis on implementation projects/enhancements for clients Analyse changes and enhancements to client's pensions systems Liaise with clients to define requirements and estimate work Accurately estimate and plan deliverables. Monitor progress enabling projects to be delivered on time and within budget Adhere to project estimating, planning, management and reporting procedures Application of data cleansing and data migration activities Configuration and testing of automation processes Align to defined policies and procedures, identifying any deficiencies in, or opportunities for improvement to, established standards and procedures Produce user and pension systems documentation as required and agreed Support the testing and rollout of the implementation. Interpret and implement legislative changes making use of Regulatory & Pensions Support team advice Work within the correct boundaries of scope, incident management and change control Design and provide a solution which is fit for purpose and in line with budget Qualification and Experience Educated to degree standard preferred Experience of using Pension Configuration Tools and MS SQL Relevant qualifications in the Pensions & Actuarial Industry desirable (e.g. Pensions Management Institute Certification) Experience in the pensions industry and a strong technical pensions background, particularly in the area of Bulk Purchase Annuities, highly desirable Software development capabilities Demonstrate commercial awareness & operational efficiencies/income generation in current role. What We Offer Save For Your Future - Equiniti Pension Plan; matched contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary Employee discounts - Discounts and cashback at high street stores through EQ Wins Platform Flexible Benefits - Ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing etc Time Off - 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity Winning together - Equiniti ICON award vouchers; recognising individuals going above and beyond to help the business succeed. 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
As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday. Your salary will be £23,500. Your main activities and duties will include: Reviewing the support email inbox daily and assigning team tasks Requesting new codes from lenders and providers Sending updates and amendments to lenders and providers Reviewing and completing regular agency codes chase-ups for missing requests Inputting all code responses into relevant internal systems Serving as the point of contact for all adviser queries related to lender and provider registrations Completing network notification updates on all internal systems (approvals, leavers, change of details, etc.) Vetting and approving employed AR administrators into the network in line with network and FCA requirements Completing the network welcome pack for all new network brokers, including activating systems, conducting welcome calls detailing next steps, completing onboarding satisfaction questionnaires, sending out authorization approval letters and helpful guides, and making post-approval catch-up calls with brokers at intervals of 1, 3, and 6 months post-appointment date Providing post-appointment support, training, and competence sign-offs/letters for existing advisers, as well as updating internal systems to reflect changes Completing AR, significant controller, adviser, introducers, and administrator terminations, resignations, and suspensions, including completion of network letters, notification to the regulator, conducting leaver exit discussions with brokers, production review checks, internal notifications, and internal system updates Completing third-party reference requests for all released significant controllers, advisers, introducers, and network registered administrators Ability to take network phone calls via direct line, overflow, or team queries Regularly liaising with both internal and external contacts Working collaboratively as part of a wider Broker Services Team Subsidiary duties include: Other duties commensurate with the role Providing post-appointment support for customers Ad-hoc projects as and when required Supporting the network's values and objectives within the context of the role Technical skills/competencies required: Strong IT skills, particularly in the Microsoft Office Suite Experience, skills, and attributes required: Experience in building successful relationships with internal and external stakeholders Excellent customer service and communication skills, both written and verbal Ability to work methodically and accurately on multiple administrative tasks Organised and efficient with a high standard of attention to detail Ability to work to tight deadlines, meet set targets, and plan work effectively Strong team player, capable of working collaboratively and independently Ability to think creatively and positively Ability to work with limited supervision and make appropriate decisions Self-motivated, able to complete tasks and exercise judgement Experience, qualifications, and other requirements specific to the role: Relevant financial services qualification (e.g., FPC1; CeMAP 1 or equivalent) desirable GCSE Maths/English (grade C or above) Customer services background essential Acorn by Synergie acts as an employment agency for permanent recruitment.
May 01, 2024
Full time
As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday. Your salary will be £23,500. Your main activities and duties will include: Reviewing the support email inbox daily and assigning team tasks Requesting new codes from lenders and providers Sending updates and amendments to lenders and providers Reviewing and completing regular agency codes chase-ups for missing requests Inputting all code responses into relevant internal systems Serving as the point of contact for all adviser queries related to lender and provider registrations Completing network notification updates on all internal systems (approvals, leavers, change of details, etc.) Vetting and approving employed AR administrators into the network in line with network and FCA requirements Completing the network welcome pack for all new network brokers, including activating systems, conducting welcome calls detailing next steps, completing onboarding satisfaction questionnaires, sending out authorization approval letters and helpful guides, and making post-approval catch-up calls with brokers at intervals of 1, 3, and 6 months post-appointment date Providing post-appointment support, training, and competence sign-offs/letters for existing advisers, as well as updating internal systems to reflect changes Completing AR, significant controller, adviser, introducers, and administrator terminations, resignations, and suspensions, including completion of network letters, notification to the regulator, conducting leaver exit discussions with brokers, production review checks, internal notifications, and internal system updates Completing third-party reference requests for all released significant controllers, advisers, introducers, and network registered administrators Ability to take network phone calls via direct line, overflow, or team queries Regularly liaising with both internal and external contacts Working collaboratively as part of a wider Broker Services Team Subsidiary duties include: Other duties commensurate with the role Providing post-appointment support for customers Ad-hoc projects as and when required Supporting the network's values and objectives within the context of the role Technical skills/competencies required: Strong IT skills, particularly in the Microsoft Office Suite Experience, skills, and attributes required: Experience in building successful relationships with internal and external stakeholders Excellent customer service and communication skills, both written and verbal Ability to work methodically and accurately on multiple administrative tasks Organised and efficient with a high standard of attention to detail Ability to work to tight deadlines, meet set targets, and plan work effectively Strong team player, capable of working collaboratively and independently Ability to think creatively and positively Ability to work with limited supervision and make appropriate decisions Self-motivated, able to complete tasks and exercise judgement Experience, qualifications, and other requirements specific to the role: Relevant financial services qualification (e.g., FPC1; CeMAP 1 or equivalent) desirable GCSE Maths/English (grade C or above) Customer services background essential Acorn by Synergie acts as an employment agency for permanent recruitment.
Job Title: Senior IFA Administrator Salary: £ Negotiable Location: Coventry A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. They have had a strong year within regards to new and ongoing business and due to client demand, they are now looking to bolster their back-office team with a technical professional. This firm provides independent advice across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning as well as also offering Investment Management advice. As such, this role will be varied and would suit someone who is really looking to have a diverse caseload with plenty of variety and also expand their technical knowledge through the exam support available. Due to it being fast paced in a smaller, growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment. The Required Skills: R01, CF1 or equivalent is desirable Experience in providing administrative support within a Wealth Management or Financial Planning firm Experience of using Intelliflo would be advantageous A professional and personable communicator who is comfortable dealing with clients Strong attention to detail and a good level of numerical skills Good understanding of the FCA and how a Financial services firm operates If you are interested in hearing more about this position, please get in touch with us at Capio.
May 01, 2024
Full time
Job Title: Senior IFA Administrator Salary: £ Negotiable Location: Coventry A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. They have had a strong year within regards to new and ongoing business and due to client demand, they are now looking to bolster their back-office team with a technical professional. This firm provides independent advice across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning as well as also offering Investment Management advice. As such, this role will be varied and would suit someone who is really looking to have a diverse caseload with plenty of variety and also expand their technical knowledge through the exam support available. Due to it being fast paced in a smaller, growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment. The Required Skills: R01, CF1 or equivalent is desirable Experience in providing administrative support within a Wealth Management or Financial Planning firm Experience of using Intelliflo would be advantageous A professional and personable communicator who is comfortable dealing with clients Strong attention to detail and a good level of numerical skills Good understanding of the FCA and how a Financial services firm operates If you are interested in hearing more about this position, please get in touch with us at Capio.
Trainee Paraplanner Sheffield £24,000 - £28,000 NJR Recruitment are delighted to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank. Our Client is looking to recruit an experienced IFA Administrator who is looking to progress into paraplanning, or an experienced trainee paraplanner looking to join a firm with more support, to provide support to the Financial Planners. This role will suit someone who has been working within financial services and has strong knowledge of Pensions, Investments, Protection and Stockbrokers as well as delivery of first class service to Clients and Consultants. Responsibilities will include: To provide efficient administrative support to a number of IFA's Preparation of correspondence including letters and emails Prepare new business and review packs for IFA client meetings Obtain illustrations and valuations Conduct product research Write suitability reports What's in it for you? Competitive salary Free parking Ongoing training and development Study support towards CII Diploma 23 days holiday + bank holidays Closed over Christmas Private Health Insurance Death in Service Annual bonus The successful candidate will need to have previous experience working in an IFA practice. Those offering formal industry qualifications would be of benefit and the ability to work autonomously is essential. For further information please contact one of our specialist consultants quoting REF: NJR14729
May 01, 2024
Full time
Trainee Paraplanner Sheffield £24,000 - £28,000 NJR Recruitment are delighted to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank. Our Client is looking to recruit an experienced IFA Administrator who is looking to progress into paraplanning, or an experienced trainee paraplanner looking to join a firm with more support, to provide support to the Financial Planners. This role will suit someone who has been working within financial services and has strong knowledge of Pensions, Investments, Protection and Stockbrokers as well as delivery of first class service to Clients and Consultants. Responsibilities will include: To provide efficient administrative support to a number of IFA's Preparation of correspondence including letters and emails Prepare new business and review packs for IFA client meetings Obtain illustrations and valuations Conduct product research Write suitability reports What's in it for you? Competitive salary Free parking Ongoing training and development Study support towards CII Diploma 23 days holiday + bank holidays Closed over Christmas Private Health Insurance Death in Service Annual bonus The successful candidate will need to have previous experience working in an IFA practice. Those offering formal industry qualifications would be of benefit and the ability to work autonomously is essential. For further information please contact one of our specialist consultants quoting REF: NJR14729
We are looking for an experienced Financial Services Administrator (Client Delivery Lead) to join our client. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. The ideal candidate will work from our Market Harborough, but with the ability to work from h click apply for full job details
May 01, 2024
Full time
We are looking for an experienced Financial Services Administrator (Client Delivery Lead) to join our client. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. The ideal candidate will work from our Market Harborough, but with the ability to work from h click apply for full job details
Candidate Requirements: Previous experience working as an IFA Administrator, with knowledge of pensions and investments Previous administration experience (trainee) Ability to build relationships with clients and providers Able to work under own initiative and prioritise work Strong and effective communicator A keen eye for detail Team player Knowledge of XPLAN would be desirable Benefits: 9 click apply for full job details
May 01, 2024
Full time
Candidate Requirements: Previous experience working as an IFA Administrator, with knowledge of pensions and investments Previous administration experience (trainee) Ability to build relationships with clients and providers Able to work under own initiative and prioritise work Strong and effective communicator A keen eye for detail Team player Knowledge of XPLAN would be desirable Benefits: 9 click apply for full job details
Senior Pensions Administrator We're hiring! Would you like to be part of a global company? Do you have strong attention to detail and commitment to provide ongoing quality? Do you prioritise customer satisfaction to achieve service level agreements? Are you looking for a role that offers you a career path and ongoing development? If this is you, then come and join us in Sheffield. This is a hybrid role where you will have the flexibility to work 50% of your working week from home and 50% of your working week in the Sheffield office, giving you the opportunity to connect and work with your colleagues. What the day will look like Being a SME for processes, clients, systems, and tools and being proficient in processing and checking. Monitoring team activity and coordinating workload in line with SLAs by organizing, prioritising, and making effective workload allocation decisions. Producing and analysing reports as required for internal and external clients and requirements. Identifying issues with processes handled in teams and driving a process to find and implement solutions. Implementing changes to tools and documentation needed to support effective service delivery. Increasing the level of processing knowledge and driving continuous improvement in all areas of processing. Writing and maintaining knowledge documents, keeping them up to date and incorporating changes to legislation. Sharing best practice with colleagues through process and tool training. Taking part in both internal and external audits. Being a role model in the team by giving constructive feedback to colleagues to improve performance and supporting the Manager. Coordinating and participating in projects that will impact the work of teams and domains. What we are looking for: Pensions administration experience Team player, who can work to deadlines. Good communication skills, both verbal and written. Attention to detail and commitment to provide ongoing quality. Understanding of Word and Excel. We offer training and development, which includes support for professional exams. Additionally, as part of a growing worldwide organisation there are numerous opportunities to develop your career. What's in it for you Discretionary bonus Pension and life assurance scheme Private medical care Cycle to work scheme. Virtual GP and employee assistance programme. Workplace savings scheme Two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. How we support our colleagues As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues to succeed.In addition to our comprehensive benefits package, we are committed to delivering a diverse and inclusive workforce, providing opportunity for all. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. 5
May 01, 2024
Full time
Senior Pensions Administrator We're hiring! Would you like to be part of a global company? Do you have strong attention to detail and commitment to provide ongoing quality? Do you prioritise customer satisfaction to achieve service level agreements? Are you looking for a role that offers you a career path and ongoing development? If this is you, then come and join us in Sheffield. This is a hybrid role where you will have the flexibility to work 50% of your working week from home and 50% of your working week in the Sheffield office, giving you the opportunity to connect and work with your colleagues. What the day will look like Being a SME for processes, clients, systems, and tools and being proficient in processing and checking. Monitoring team activity and coordinating workload in line with SLAs by organizing, prioritising, and making effective workload allocation decisions. Producing and analysing reports as required for internal and external clients and requirements. Identifying issues with processes handled in teams and driving a process to find and implement solutions. Implementing changes to tools and documentation needed to support effective service delivery. Increasing the level of processing knowledge and driving continuous improvement in all areas of processing. Writing and maintaining knowledge documents, keeping them up to date and incorporating changes to legislation. Sharing best practice with colleagues through process and tool training. Taking part in both internal and external audits. Being a role model in the team by giving constructive feedback to colleagues to improve performance and supporting the Manager. Coordinating and participating in projects that will impact the work of teams and domains. What we are looking for: Pensions administration experience Team player, who can work to deadlines. Good communication skills, both verbal and written. Attention to detail and commitment to provide ongoing quality. Understanding of Word and Excel. We offer training and development, which includes support for professional exams. Additionally, as part of a growing worldwide organisation there are numerous opportunities to develop your career. What's in it for you Discretionary bonus Pension and life assurance scheme Private medical care Cycle to work scheme. Virtual GP and employee assistance programme. Workplace savings scheme Two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. How we support our colleagues As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues to succeed.In addition to our comprehensive benefits package, we are committed to delivering a diverse and inclusive workforce, providing opportunity for all. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. 5
The role requires a competent and experienced Administrator and Manager, who can oversee and manage the Team and the day to day administration of clients, as well as having the knowledge, expertise and capability to resolve more complex issues, which will have been escalated. The role will involve supporting more junior members of the Team, co-ordinating and planning workloads for the rest of the click apply for full job details
May 01, 2024
Full time
The role requires a competent and experienced Administrator and Manager, who can oversee and manage the Team and the day to day administration of clients, as well as having the knowledge, expertise and capability to resolve more complex issues, which will have been escalated. The role will involve supporting more junior members of the Team, co-ordinating and planning workloads for the rest of the click apply for full job details
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary Role Summary EQ is seeking a Senior Pensions Administrator to work within a new team responsible for delivering Bulk Purchase Annuity (BPA) services to its Clients and Customers. You should have significant experience in the pensions industry and a strong technical pensions background, preferably in the area of Bulk Purchase Annuities. Business Function EQ Pensions Operations delivers an excellent service across our diverse client base. Our Pensions Administration teams including our newly created BPA teams, are responsible for keeping accurate and compliant pension records for our clients and pension scheme members. For the provision of all the other aspects of members' pensions, our administration function is key. Our people, our Administrator platform and its integrated mobile-friendly web tools, are key elements in delivering this. Leading-edge responsive web tools and contact centre facilities help members to engage with their retirement wealth as they progress along their journey to retirement. Our function is responsible for: Delivering on the daily service promise Continually improving our service performance to grow advocacy Helping EQP successfully achieve its goals Supporting EQP with shaping bids to renew existing contracts or winning new work Managing our supplier relationships Operating within our budget envelope Manage the risks within our business in line with agreed appetite Adhering to Divisional and Group policies Becoming better at everything we do every day Core Duties/Responsibilities The successful candidate will be responsible for the following: Provide administration service to customers as per Service Level Agreement Putting the member at the heart of everything we do Providing both buy in and buy out administration services Interpreting and applying Trustee membership movements to the insured population during buy in administration Collating and escalating Trustee and client enquiries (oral and written) To complete / check casework and provide feedback Resolves customer enquiries (oral and written) based on competent working knowledge of the customer requirements and case history Collating and escalating Trustee and client enquiries (oral and written) Drafting of non-standard correspondence in response to customer enquiries Collates and analyses data and produces routine reports, schedules and summaries in order to update customer records, resolves customer queries Provision of technical guidance to other team members, particularly in relation buy in and buy out administration Identifies and implement process improvements in immediate area of work responsibility in order to improve throughput and customer service Provide on-the-job coaching to department colleagues Attend client meetings where necessary Carry out projects and ad-hoc activities as determined by Team Leader Provide pension administration specific input into the creation of any new processes or procedures Advising the wider BPA Operations team of any efficiencies that could be gained in the current pension administration processes Build and maintain relationships with internal stakeholders, Trustee administrators and client stakeholders Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviours: Experience of Defined Benefit Pension Schemes Excellent attention to detail and capable of following defined processes and procedures Superior communication skills: written and oral Strong desire to deliver exceptional customer service Proven track record of quality, timely delivery Excellent ability to develop positive and productive working relationships Good IT skills and a willingness and aptitude to learn a variety of systems Previous experience of Bulk Purchase Annuity administration is desirable What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. 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 - 28 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. 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
May 01, 2024
Full time
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary Role Summary EQ is seeking a Senior Pensions Administrator to work within a new team responsible for delivering Bulk Purchase Annuity (BPA) services to its Clients and Customers. You should have significant experience in the pensions industry and a strong technical pensions background, preferably in the area of Bulk Purchase Annuities. Business Function EQ Pensions Operations delivers an excellent service across our diverse client base. Our Pensions Administration teams including our newly created BPA teams, are responsible for keeping accurate and compliant pension records for our clients and pension scheme members. For the provision of all the other aspects of members' pensions, our administration function is key. Our people, our Administrator platform and its integrated mobile-friendly web tools, are key elements in delivering this. Leading-edge responsive web tools and contact centre facilities help members to engage with their retirement wealth as they progress along their journey to retirement. Our function is responsible for: Delivering on the daily service promise Continually improving our service performance to grow advocacy Helping EQP successfully achieve its goals Supporting EQP with shaping bids to renew existing contracts or winning new work Managing our supplier relationships Operating within our budget envelope Manage the risks within our business in line with agreed appetite Adhering to Divisional and Group policies Becoming better at everything we do every day Core Duties/Responsibilities The successful candidate will be responsible for the following: Provide administration service to customers as per Service Level Agreement Putting the member at the heart of everything we do Providing both buy in and buy out administration services Interpreting and applying Trustee membership movements to the insured population during buy in administration Collating and escalating Trustee and client enquiries (oral and written) To complete / check casework and provide feedback Resolves customer enquiries (oral and written) based on competent working knowledge of the customer requirements and case history Collating and escalating Trustee and client enquiries (oral and written) Drafting of non-standard correspondence in response to customer enquiries Collates and analyses data and produces routine reports, schedules and summaries in order to update customer records, resolves customer queries Provision of technical guidance to other team members, particularly in relation buy in and buy out administration Identifies and implement process improvements in immediate area of work responsibility in order to improve throughput and customer service Provide on-the-job coaching to department colleagues Attend client meetings where necessary Carry out projects and ad-hoc activities as determined by Team Leader Provide pension administration specific input into the creation of any new processes or procedures Advising the wider BPA Operations team of any efficiencies that could be gained in the current pension administration processes Build and maintain relationships with internal stakeholders, Trustee administrators and client stakeholders Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviours: Experience of Defined Benefit Pension Schemes Excellent attention to detail and capable of following defined processes and procedures Superior communication skills: written and oral Strong desire to deliver exceptional customer service Proven track record of quality, timely delivery Excellent ability to develop positive and productive working relationships Good IT skills and a willingness and aptitude to learn a variety of systems Previous experience of Bulk Purchase Annuity administration is desirable What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. 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 - 28 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. 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
PensionsAdministrator XPS Administration is experiencing high growth and we are now looking tohire a number of experienced Pensions Administrator with DB pensions to joinour vibrant Newcastle office with hybrid working. XPS is an award-winning Pensions Consultancy with over 1800 staff inlocations across the UK and our business continues to experience rapid growth click apply for full job details
May 01, 2024
Full time
PensionsAdministrator XPS Administration is experiencing high growth and we are now looking tohire a number of experienced Pensions Administrator with DB pensions to joinour vibrant Newcastle office with hybrid working. XPS is an award-winning Pensions Consultancy with over 1800 staff inlocations across the UK and our business continues to experience rapid growth click apply for full job details
EXCLUSIVE OPORTUNITY TO NJR RECRUITMENT SENIOR PENSIONS ADMINISTRATOR SIPP / SSAS / DB CENTRAL MANCHESTER SALARY IS UP TO 40,000 NJR Recruitment are working in Partnership with an independent firm of Actuaries who specialise in providing pension schemes for company Directors, Partners and their staff click apply for full job details
May 01, 2024
Full time
EXCLUSIVE OPORTUNITY TO NJR RECRUITMENT SENIOR PENSIONS ADMINISTRATOR SIPP / SSAS / DB CENTRAL MANCHESTER SALARY IS UP TO 40,000 NJR Recruitment are working in Partnership with an independent firm of Actuaries who specialise in providing pension schemes for company Directors, Partners and their staff click apply for full job details
My client is a Chartered Independent Financial advice firm based in Reading. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in financial administration, coupled with an interest in carrying out executive assistant/personal assistant duties. The role offers an excellent working environment in plush offices in an easy to get to location just East of Reading, incentivized working withing a hugely supportive team. In this particular role, you will be supporting a Senior Financial Adviser as their assistant, managing their diary, client interactions, appointments with outside services and general PA tasks, as well as carrying out the administration on services offered by this Wealth Management practice: i.e. administration on pensions, investments, and protection on behalf of their clients. The role is varied as you will be assisting the director with his daily running of the business, as well as carrying out more traditional 3rd party providers, clients and colleagues, and you will be responsible for producing reports and illustrations, letters of authority, producing valuations and managing client relationships and queries. This is an amazing opportunity to work with a very talented and dynamic individual who heads up a larger team of financial advisors. The business has cultivated an excellent reputation in the financial services sector, and they are highly regarded by both peers and clients alike. They have a great culture that fosters a professional and friendly and supportive environment. The employer offers excellent benefits and full study support to help you grow and develop your skills and fully support you in achieving your career aspirations within wealth management. As an applicant, you must have excellent communication skills, a minimum of 2 years' experience as an Administrator in Wealth Management and ideally be knowledgeable of using Intelligent Office (IO). You must live within a suitable commuting distance of central Berkshire. If you are looking for new and exciting challenge in Wealth Management, then please do send your CV to Ryan Wootten at Financial Divisions
May 01, 2024
Full time
My client is a Chartered Independent Financial advice firm based in Reading. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in financial administration, coupled with an interest in carrying out executive assistant/personal assistant duties. The role offers an excellent working environment in plush offices in an easy to get to location just East of Reading, incentivized working withing a hugely supportive team. In this particular role, you will be supporting a Senior Financial Adviser as their assistant, managing their diary, client interactions, appointments with outside services and general PA tasks, as well as carrying out the administration on services offered by this Wealth Management practice: i.e. administration on pensions, investments, and protection on behalf of their clients. The role is varied as you will be assisting the director with his daily running of the business, as well as carrying out more traditional 3rd party providers, clients and colleagues, and you will be responsible for producing reports and illustrations, letters of authority, producing valuations and managing client relationships and queries. This is an amazing opportunity to work with a very talented and dynamic individual who heads up a larger team of financial advisors. The business has cultivated an excellent reputation in the financial services sector, and they are highly regarded by both peers and clients alike. They have a great culture that fosters a professional and friendly and supportive environment. The employer offers excellent benefits and full study support to help you grow and develop your skills and fully support you in achieving your career aspirations within wealth management. As an applicant, you must have excellent communication skills, a minimum of 2 years' experience as an Administrator in Wealth Management and ideally be knowledgeable of using Intelligent Office (IO). You must live within a suitable commuting distance of central Berkshire. If you are looking for new and exciting challenge in Wealth Management, then please do send your CV to Ryan Wootten at Financial Divisions
Principal Pensions Administrator Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a Principal Pensions Administrator. This position is a permanent and the client is looking for ambitious individuals with a progressive attitude. Hours of work: Monday to Friday, 9am-5pm click apply for full job details
May 01, 2024
Full time
Principal Pensions Administrator Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a Principal Pensions Administrator. This position is a permanent and the client is looking for ambitious individuals with a progressive attitude. Hours of work: Monday to Friday, 9am-5pm click apply for full job details
Our client is seeking a Senior Manager with experience in BPAs alongside an understanding of defined benefit pensions administration to join their team where you will contibute to the continual growth of its annuities business. Taking ownership of activities associated with the implementation of the Bulk Purchase Annuity (BPA), you will cover a range of one-off and ongoing management activities, from implementation through to buy-in and transition to buy-out. Activities will include: pre-execution data and operational complexity due diligence; scheme onboarding; and scheme trustee and administrator management. Familiarity with BPA contracts, alongside the ability to extract relevant information to plan for key milestones, is required. The successful candidate will also be comfortable with and and have a good understanding of actuarial spreadsheet models. Reinsurance knowledge is desirable as is PMI qualifications. An excellent career opportunity. JBRP1_UKTJ
May 01, 2024
Full time
Our client is seeking a Senior Manager with experience in BPAs alongside an understanding of defined benefit pensions administration to join their team where you will contibute to the continual growth of its annuities business. Taking ownership of activities associated with the implementation of the Bulk Purchase Annuity (BPA), you will cover a range of one-off and ongoing management activities, from implementation through to buy-in and transition to buy-out. Activities will include: pre-execution data and operational complexity due diligence; scheme onboarding; and scheme trustee and administrator management. Familiarity with BPA contracts, alongside the ability to extract relevant information to plan for key milestones, is required. The successful candidate will also be comfortable with and and have a good understanding of actuarial spreadsheet models. Reinsurance knowledge is desirable as is PMI qualifications. An excellent career opportunity. JBRP1_UKTJ
Payroll & Accounts Administrator Skegness - £30k Benjamin Edwards are recruiting for an experienced Payroll & Accounts Administrator. As Payroll & Accounts Administrator, you will be joining the friendly and dedicated Payroll & Accounts team in a senior capacity. This role is all about managing the operation of weekly and monthly payrolls. Attention to detail is key, ensuring that payments are made accurately and in a timely manner. Knowledge of using Sage payroll or other payroll systems and working with large data sets is essential, as is a good working knowledge of Excel. You will have strong financial acumen and a commercial outlook, be used to providing exceptional service and be ready to adapt to changing requirements. You will report directly to Accounts Supervisor. The role of Payroll & Accounts Administrator Process all weekly and monthly payrolls including pensions uploads, FPS and EPS processing Processing all payroll changes (new starters, leavers, overtime, SMP, SSP, etc) Preparing all necessary reports from our payroll and HR systems, running the payroll calculations and preparation of the BACs payments Maintenance of internal HR information and systems. Supporting the team with the completion of the on-boarding process, monitoring and reporting on the submission of all new starter paperwork Treating all data with strict confidence Creating and maintaining e-files Be the first point of contact for all payroll technical queries and any queries regarding payroll system and employee self-service software issues Maintaining internal people systems information Mentoring payroll team member The ideal candidate for the role of Payroll & Accounts Administrator Extensive payroll experience with excellent technical skills Good numerical and IT skills (particularly with Microsoft Excel) Experience of liaising with departmental managers and HMRC HR Administration and Accounts administration experience is preferred but not essential JBRP1_UKTJ
May 01, 2024
Full time
Payroll & Accounts Administrator Skegness - £30k Benjamin Edwards are recruiting for an experienced Payroll & Accounts Administrator. As Payroll & Accounts Administrator, you will be joining the friendly and dedicated Payroll & Accounts team in a senior capacity. This role is all about managing the operation of weekly and monthly payrolls. Attention to detail is key, ensuring that payments are made accurately and in a timely manner. Knowledge of using Sage payroll or other payroll systems and working with large data sets is essential, as is a good working knowledge of Excel. You will have strong financial acumen and a commercial outlook, be used to providing exceptional service and be ready to adapt to changing requirements. You will report directly to Accounts Supervisor. The role of Payroll & Accounts Administrator Process all weekly and monthly payrolls including pensions uploads, FPS and EPS processing Processing all payroll changes (new starters, leavers, overtime, SMP, SSP, etc) Preparing all necessary reports from our payroll and HR systems, running the payroll calculations and preparation of the BACs payments Maintenance of internal HR information and systems. Supporting the team with the completion of the on-boarding process, monitoring and reporting on the submission of all new starter paperwork Treating all data with strict confidence Creating and maintaining e-files Be the first point of contact for all payroll technical queries and any queries regarding payroll system and employee self-service software issues Maintaining internal people systems information Mentoring payroll team member The ideal candidate for the role of Payroll & Accounts Administrator Extensive payroll experience with excellent technical skills Good numerical and IT skills (particularly with Microsoft Excel) Experience of liaising with departmental managers and HMRC HR Administration and Accounts administration experience is preferred but not essential JBRP1_UKTJ