IFA Administrator - Sittingbourne Salary: £30,000 - £35,000 (DOE) About the Role We are seeking an experienced IFA Administrator to join a well-established financial advisory practice based in Sittingbourne. This is a fantastic opportunity for someone with strong organisational skills and a proactive approach, looking to take the next step in their admin career within the financial services sector. You will play a key role in supporting Advisers and Paraplanners by handling daily administrative duties, processing new business, managing annual review packs, and providing excellent client service. Key Responsibilities Managing day-to-day administrative tasks Processing new business submissions efficiently and accurately Preparing and maintaining annual review documentation Handling inbound phone calls and client enquiries Ensuring all client records are kept up to date Supporting the wider team with general operational tasks What We're Looking For 2-3 years' IFA administration experience (essential) Strong attention to detail and excellent organisational skills A friendly, professional telephone manner Able to work effectively as part of a team Willingness to travel to a semi-rural office location Benefits 20 days' holiday + bank holidays Holiday accrual incentive scheme 4% employer pension contribution 2x death-in-service benefit AA car cover - including international cover If you'd like to be considered for the role, please apply with your CV.
Mar 19, 2026
Full time
IFA Administrator - Sittingbourne Salary: £30,000 - £35,000 (DOE) About the Role We are seeking an experienced IFA Administrator to join a well-established financial advisory practice based in Sittingbourne. This is a fantastic opportunity for someone with strong organisational skills and a proactive approach, looking to take the next step in their admin career within the financial services sector. You will play a key role in supporting Advisers and Paraplanners by handling daily administrative duties, processing new business, managing annual review packs, and providing excellent client service. Key Responsibilities Managing day-to-day administrative tasks Processing new business submissions efficiently and accurately Preparing and maintaining annual review documentation Handling inbound phone calls and client enquiries Ensuring all client records are kept up to date Supporting the wider team with general operational tasks What We're Looking For 2-3 years' IFA administration experience (essential) Strong attention to detail and excellent organisational skills A friendly, professional telephone manner Able to work effectively as part of a team Willingness to travel to a semi-rural office location Benefits 20 days' holiday + bank holidays Holiday accrual incentive scheme 4% employer pension contribution 2x death-in-service benefit AA car cover - including international cover If you'd like to be considered for the role, please apply with your CV.
Randstad In-house Services is an industry leading global recruitment and workforce management company. We specialise in working on-site with our clients to recruit and manage their temporary staff. This role provides specialist and dedicated administrative support to the client and their temporary workers from: Building solid customer and employee relations across the site Maintaining a high level of communication to ensure service levels are optimised As an Onsite Administrator you will be based at the client's site in Peterlee. As an administrator you will assist with a variety of employment and administrative related issues and provide support and feedback to employees and client management. Typical administrative duties will include: Administering payroll and payroll reports for over 400 workers across different sites Using a variety of software packages, such as Google Drive, Microsoft Word, Google mail, power point, excel Produce correspondence and documents Maintain presentations, records, spreadsheets Maintaining in-house office systems Answering a busy telephone, taking messages and transferring calls Attending meetings, taking minutes and keeping notes Liaising with staff in other departments and with external contacts Ordering and maintaining stationery and equipment Sorting and distributing incoming post and organising and sending outgoing post Organising and storing paperwork, documents and computer-based information Photocopying and printing various documents, sometimes on behalf of other colleagues. The successful candidate will have experience of administrative duties ideally within an industrial sector, recruitment agency and payroll experience would be desirable. Fantastic customer service and communication skills are imperative for this role. In return you will be offered competitive remuneration and excellent career opportunities with one of the largest recruitment organisations in the world! Randstad values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are more than happy to discuss reasonable adjustments and/or additional arrangements as required to support your application.
Mar 19, 2026
Seasonal
Randstad In-house Services is an industry leading global recruitment and workforce management company. We specialise in working on-site with our clients to recruit and manage their temporary staff. This role provides specialist and dedicated administrative support to the client and their temporary workers from: Building solid customer and employee relations across the site Maintaining a high level of communication to ensure service levels are optimised As an Onsite Administrator you will be based at the client's site in Peterlee. As an administrator you will assist with a variety of employment and administrative related issues and provide support and feedback to employees and client management. Typical administrative duties will include: Administering payroll and payroll reports for over 400 workers across different sites Using a variety of software packages, such as Google Drive, Microsoft Word, Google mail, power point, excel Produce correspondence and documents Maintain presentations, records, spreadsheets Maintaining in-house office systems Answering a busy telephone, taking messages and transferring calls Attending meetings, taking minutes and keeping notes Liaising with staff in other departments and with external contacts Ordering and maintaining stationery and equipment Sorting and distributing incoming post and organising and sending outgoing post Organising and storing paperwork, documents and computer-based information Photocopying and printing various documents, sometimes on behalf of other colleagues. The successful candidate will have experience of administrative duties ideally within an industrial sector, recruitment agency and payroll experience would be desirable. Fantastic customer service and communication skills are imperative for this role. In return you will be offered competitive remuneration and excellent career opportunities with one of the largest recruitment organisations in the world! Randstad values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are more than happy to discuss reasonable adjustments and/or additional arrangements as required to support your application.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Financial Services Administrator Location: Colchester (Office-based with hybrid working options) Salary: £25,000-£31,000 Benefits: Pension Private healthcare Flexible working (work from home 2-3 days per week) About the Company: Our client is a growing financial services firm focused on delivering exceptional client service while supporting professional development. They provide a structured environment with clear career progression, productivity goals, and ongoing training opportunities. Key Responsibilities: Provide comprehensive administrative support to a portfolio of clients. Manage appointments, diary, email, and tasks for clients and PAs. Liaise with fund and ceding scheme providers to collect client information. Transcribe dictation, prepare meeting notes, and maintain accurate client records in CRM systems. Process EBS applications, protection plans, and client illustrations. Produce review letters and reports, and prepare documentation for meetings. Maintain Salesforce and internal systems, ensuring data accuracy. Organise client and internal events as required. Meet service level expectations, maintain high-quality outputs, and support team members when needed. What We're Looking For: Proven SJP experience in financial services administration. Strong organisational and time-management skills. Excellent written and verbal communication skills. Ability to manage multiple client tasks and portfolios efficiently. Proactive, team-oriented, and committed to providing a high standard of client service. Desirable Skills: Familiarity with Salesforce and SJP platforms. Experience with client reporting and analytics. Ability to support and mentor junior staff. How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Mar 19, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Financial Services Administrator Location: Colchester (Office-based with hybrid working options) Salary: £25,000-£31,000 Benefits: Pension Private healthcare Flexible working (work from home 2-3 days per week) About the Company: Our client is a growing financial services firm focused on delivering exceptional client service while supporting professional development. They provide a structured environment with clear career progression, productivity goals, and ongoing training opportunities. Key Responsibilities: Provide comprehensive administrative support to a portfolio of clients. Manage appointments, diary, email, and tasks for clients and PAs. Liaise with fund and ceding scheme providers to collect client information. Transcribe dictation, prepare meeting notes, and maintain accurate client records in CRM systems. Process EBS applications, protection plans, and client illustrations. Produce review letters and reports, and prepare documentation for meetings. Maintain Salesforce and internal systems, ensuring data accuracy. Organise client and internal events as required. Meet service level expectations, maintain high-quality outputs, and support team members when needed. What We're Looking For: Proven SJP experience in financial services administration. Strong organisational and time-management skills. Excellent written and verbal communication skills. Ability to manage multiple client tasks and portfolios efficiently. Proactive, team-oriented, and committed to providing a high standard of client service. Desirable Skills: Familiarity with Salesforce and SJP platforms. Experience with client reporting and analytics. Ability to support and mentor junior staff. How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
An exciting opportunity has arisen for a dynamic individual to join a busy HR department of a large prestigious international Bank. Your duties will include: Managing employee data throughout their lifecycle Conducting employment checks for certified/SMF employees Handling various queries and GDPR requests Keeping track of maternity/paternity absences Supporting HR projects Your experience must include: Proven HR administration experience gained within banking/investment management/insurance is essential Proficiency in multitasking and meeting deadlines in a fast-paced environment Strong IT skills - Excel, PowerPoint and HR systems etc Excellent communication skills both written and oral Ideally part qualified/studying CIPD This role will be working hybrid - 3 days a week in the London office and 2 days remotely.
Mar 19, 2026
Full time
An exciting opportunity has arisen for a dynamic individual to join a busy HR department of a large prestigious international Bank. Your duties will include: Managing employee data throughout their lifecycle Conducting employment checks for certified/SMF employees Handling various queries and GDPR requests Keeping track of maternity/paternity absences Supporting HR projects Your experience must include: Proven HR administration experience gained within banking/investment management/insurance is essential Proficiency in multitasking and meeting deadlines in a fast-paced environment Strong IT skills - Excel, PowerPoint and HR systems etc Excellent communication skills both written and oral Ideally part qualified/studying CIPD This role will be working hybrid - 3 days a week in the London office and 2 days remotely.
IFA Administrator Stockton-on-Tees £27,000 - £32,000 An established and expanding Financial Planning firm in Stockton-on-Tees is looking to recruit an Experienced IFA Administrator to join their supportive and friendly team. This is a fantastic opportunity for someone with financial services experience who enjoys working in a professional yet welcoming environment. The firm is growing steadily and prides itself on providing high-quality, client-focused advice. The Role You will play a key part in supporting Financial Advisers and ensuring a smooth, compliant client journey. Key responsibilities will include: Processing new business across pensions, investments and protection Preparing client valuations, review packs and illustrations Managing Letters of Authority and liaising with providers Handling fund switches, withdrawals and policy updates Maintaining accurate records on back-office systems Acting as a key point of contact for clients and third parties Supporting advisers with pre- and post-meeting documentation About You To be considered, you will: Have previous experience within financial services Ideally have experience in an IFA / Financial Planning environment , though candidates from a product provider background will also be considered Possess strong organisational skills and attention to detail Be confident liaising with clients and providers Have a proactive and team-oriented approach Those with IO experience would be of most interest The Opportunity Salary up to £32,000 depending on experience Fully office-based role in Stockton-on-Tees Free on-site parking Friendly, collaborative and growing team Stable and supportive working environment This is an excellent opportunity for someone looking to build on their financial services experience within a well-run and expanding advisory firm. For further information please apply today or contact one of our specialist consultants quoting REF:NJR16502
Mar 19, 2026
Full time
IFA Administrator Stockton-on-Tees £27,000 - £32,000 An established and expanding Financial Planning firm in Stockton-on-Tees is looking to recruit an Experienced IFA Administrator to join their supportive and friendly team. This is a fantastic opportunity for someone with financial services experience who enjoys working in a professional yet welcoming environment. The firm is growing steadily and prides itself on providing high-quality, client-focused advice. The Role You will play a key part in supporting Financial Advisers and ensuring a smooth, compliant client journey. Key responsibilities will include: Processing new business across pensions, investments and protection Preparing client valuations, review packs and illustrations Managing Letters of Authority and liaising with providers Handling fund switches, withdrawals and policy updates Maintaining accurate records on back-office systems Acting as a key point of contact for clients and third parties Supporting advisers with pre- and post-meeting documentation About You To be considered, you will: Have previous experience within financial services Ideally have experience in an IFA / Financial Planning environment , though candidates from a product provider background will also be considered Possess strong organisational skills and attention to detail Be confident liaising with clients and providers Have a proactive and team-oriented approach Those with IO experience would be of most interest The Opportunity Salary up to £32,000 depending on experience Fully office-based role in Stockton-on-Tees Free on-site parking Friendly, collaborative and growing team Stable and supportive working environment This is an excellent opportunity for someone looking to build on their financial services experience within a well-run and expanding advisory firm. For further information please apply today or contact one of our specialist consultants quoting REF:NJR16502
Pensions & Investments Administrator Location: Stockport Salary: Up to £31,000 (dependent on experience) Working Pattern: Hybrid (50% office / 50% home after probation) Benefits: Free onsite parking The Role An excellent opportunity has arisen for a Client Relations Administrator to join a busy and professional Client Relationship Team based in Heaton Mersey. This is a varied and fast-paced role where you will support the processing and servicing of pension and investment business, ensuring clients receive accurate and timely administration support. This role would suit someone with experience within an IFA practice or product provider who is highly organised, client-focused and confident managing their own workload. Main Duties & Responsibilities Process Transfers, Top-Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection cases accurately through to completion Develop a strong understanding of third-party provider platforms and service levels Manage your individual workload using the back-office diary system to ensure all tasks are completed on time Investigate and resolve client and consultant queries Manage post relating to new business cases Handle client and provider queries via telephone and email Maintain accurate and up-to-date client records on the back-office system Understand and adhere to internal compliance procedures and third-party provider requirements Provide reception cover when required, including greeting clients, answering calls and managing post Experience & Skills Required Minimum 1 year's experience within an IFA practice or financial services provider Understanding of pension and investment products Excellent interpersonal and communication skills Strong attention to detail and accuracy Self-motivated with the ability to take initiative Strong organisational skills with the ability to multitask effectively Professional and confident telephone manner Experience using Intelligent Office (IO) desirable Salary & Benefits Salary up to £31,000 (depending on experience) Hybrid working after probation (50% office / 50% home) Flexible working between 8am-6pm (core hours 10am-4pm) 34.5 hours per week 5% employer pension contribution (5% employee minimum) 4x salary Life Assurance Group Income Protection (50% of reference salary) Health Cash Plan (core level) 25 days holiday plus bank holidays (increasing with length of service) Free onsite parking Apply today via NJR Recruitment or call quoting the reference NJR16503 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Mar 19, 2026
Full time
Pensions & Investments Administrator Location: Stockport Salary: Up to £31,000 (dependent on experience) Working Pattern: Hybrid (50% office / 50% home after probation) Benefits: Free onsite parking The Role An excellent opportunity has arisen for a Client Relations Administrator to join a busy and professional Client Relationship Team based in Heaton Mersey. This is a varied and fast-paced role where you will support the processing and servicing of pension and investment business, ensuring clients receive accurate and timely administration support. This role would suit someone with experience within an IFA practice or product provider who is highly organised, client-focused and confident managing their own workload. Main Duties & Responsibilities Process Transfers, Top-Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection cases accurately through to completion Develop a strong understanding of third-party provider platforms and service levels Manage your individual workload using the back-office diary system to ensure all tasks are completed on time Investigate and resolve client and consultant queries Manage post relating to new business cases Handle client and provider queries via telephone and email Maintain accurate and up-to-date client records on the back-office system Understand and adhere to internal compliance procedures and third-party provider requirements Provide reception cover when required, including greeting clients, answering calls and managing post Experience & Skills Required Minimum 1 year's experience within an IFA practice or financial services provider Understanding of pension and investment products Excellent interpersonal and communication skills Strong attention to detail and accuracy Self-motivated with the ability to take initiative Strong organisational skills with the ability to multitask effectively Professional and confident telephone manner Experience using Intelligent Office (IO) desirable Salary & Benefits Salary up to £31,000 (depending on experience) Hybrid working after probation (50% office / 50% home) Flexible working between 8am-6pm (core hours 10am-4pm) 34.5 hours per week 5% employer pension contribution (5% employee minimum) 4x salary Life Assurance Group Income Protection (50% of reference salary) Health Cash Plan (core level) 25 days holiday plus bank holidays (increasing with length of service) Free onsite parking Apply today via NJR Recruitment or call quoting the reference NJR16503 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Financial Adviser - Leeds (Hybrid) Location: Garforth, Leeds Working Pattern: Hybrid (with a stronger office presence during the first 6 months) Salary: Competitive + Bonuses About the Firm A long established, FCA regulated financial planning practice based in Garforth, Leeds. The firm has over 35 years' experience providing personalised, relationship driven financial advice across pensions, investments, protection, and retirement planning. The team is known for being approachable, client centric, and committed to long term financial wellbeing for individuals and families across West Yorkshire. The Opportunity Due to an upcoming adviser retirement, the firm is seeking a Financial Adviser to take over an existing, well-maintained client bank. This is a rare opportunity to inherit a warm, loyal portfolio with strong ongoing servicing needs and long standing relationships. The successful candidate will play a key role in maintaining the firm's reputation for high quality, tailored advice while supporting clients through their financial journeys. Key Responsibilities Provide holistic financial planning advice across pensions, investments, protection, and retirement solutions. Build strong, trusted relationships with an inherited client bank while identifying opportunities for further planning and support. Conduct regular client reviews and ensure all advice is compliant with FCA guidelines. Work collaboratively with in house paraplanners and administrators to deliver a seamless client experience. Maintain accurate records and ensure all documentation meets regulatory standards. Represent the firm professionally and uphold values of integrity, transparency, and long term client care. Support Structure The adviser will be supported by an experienced paraplanning and administrative team, allowing them to focus on client-facing work and high quality advice delivery. What We're Looking For Level 4 Diploma in Regulated Financial Planning (preferable). Strong relationship building skills and a client first mindset. Experience providing holistic financial advice. Confident communicator able to simplify complex financial concepts. Someone who values long term relationships over transactional advice. A collaborative team player. Working Pattern Hybrid working is available, with an expectation of being more office based during the first 6 months to support onboarding, client handovers, and integration with the team.
Mar 19, 2026
Full time
Financial Adviser - Leeds (Hybrid) Location: Garforth, Leeds Working Pattern: Hybrid (with a stronger office presence during the first 6 months) Salary: Competitive + Bonuses About the Firm A long established, FCA regulated financial planning practice based in Garforth, Leeds. The firm has over 35 years' experience providing personalised, relationship driven financial advice across pensions, investments, protection, and retirement planning. The team is known for being approachable, client centric, and committed to long term financial wellbeing for individuals and families across West Yorkshire. The Opportunity Due to an upcoming adviser retirement, the firm is seeking a Financial Adviser to take over an existing, well-maintained client bank. This is a rare opportunity to inherit a warm, loyal portfolio with strong ongoing servicing needs and long standing relationships. The successful candidate will play a key role in maintaining the firm's reputation for high quality, tailored advice while supporting clients through their financial journeys. Key Responsibilities Provide holistic financial planning advice across pensions, investments, protection, and retirement solutions. Build strong, trusted relationships with an inherited client bank while identifying opportunities for further planning and support. Conduct regular client reviews and ensure all advice is compliant with FCA guidelines. Work collaboratively with in house paraplanners and administrators to deliver a seamless client experience. Maintain accurate records and ensure all documentation meets regulatory standards. Represent the firm professionally and uphold values of integrity, transparency, and long term client care. Support Structure The adviser will be supported by an experienced paraplanning and administrative team, allowing them to focus on client-facing work and high quality advice delivery. What We're Looking For Level 4 Diploma in Regulated Financial Planning (preferable). Strong relationship building skills and a client first mindset. Experience providing holistic financial advice. Confident communicator able to simplify complex financial concepts. Someone who values long term relationships over transactional advice. A collaborative team player. Working Pattern Hybrid working is available, with an expectation of being more office based during the first 6 months to support onboarding, client handovers, and integration with the team.
This is a new opportunity to work in the fast-paced environment of a large and market leading bulk annuity provider. The team provides a specialist service to the Origination and Transition team using their technical data expertise to refine, analyse and re-format the member data. Working closely with the pension scheme and existing providers you will support the on-boarding process and data refinement to ensure that the administrators can take it on. Working in a deal focused environment you will support the client and administrator with technical queries throughout the buy in/out process and provide ongoing customer support. With new clients being onboarded regularly this will be a new and evolving challenge to help push your career forwards and upwards. The breadth of the role will include regular technical admin challenges through to supporting the successful delivery of funding and to ensure the clients are receiving the highest quality of customer care. The ideal candidate for this role will have good technical knowledge of defined benefit pension schemes and be familiar with bulk annuity transactions. Experience of UK pensions administration, operations and pension onboarding is essential for this role along with being effective communicator with good problem solving and organisational skills. For the data analyse relevant software / system experience is an advantage. Please contact Cynthia for more information.
Mar 19, 2026
Full time
This is a new opportunity to work in the fast-paced environment of a large and market leading bulk annuity provider. The team provides a specialist service to the Origination and Transition team using their technical data expertise to refine, analyse and re-format the member data. Working closely with the pension scheme and existing providers you will support the on-boarding process and data refinement to ensure that the administrators can take it on. Working in a deal focused environment you will support the client and administrator with technical queries throughout the buy in/out process and provide ongoing customer support. With new clients being onboarded regularly this will be a new and evolving challenge to help push your career forwards and upwards. The breadth of the role will include regular technical admin challenges through to supporting the successful delivery of funding and to ensure the clients are receiving the highest quality of customer care. The ideal candidate for this role will have good technical knowledge of defined benefit pension schemes and be familiar with bulk annuity transactions. Experience of UK pensions administration, operations and pension onboarding is essential for this role along with being effective communicator with good problem solving and organisational skills. For the data analyse relevant software / system experience is an advantage. Please contact Cynthia for more information.
Senior Financial Administrator Kings Hill/ Maidstone (Kent) £30,000 - £38,000 basic salary plus benefits and bonus Boutique wealth planning business Knowledge of Intelligent Office is very advantageous My client is a boutique wealth planning firm whom I have placed 2 staff with in the past. They have a truly holistic approach to their advice offering and they get to know their clients really well and on both a professional and personal level. The MD has a long standing reputation as a sought after Adviser working with retirees and families across Surrey, Sussex, Kent and London. The most loyal families who the MD looks after have been taking advice from them for over 10 years. They offer advice on Pensions, Investments, Tax Planning, IHT, Retirement Planning, Trusts, Mortgages and some Protections. Cases range between £250k - £2m of investable assets amongst families, retirees and some small business owners. The Director is creating a brand-new role within the business for an experienced Financial Administrator. The role will be office based in Maidstone/Kings Hill (Kent) and you will be supporting the Adviser with comprehensive end to end administration support and some basic paraplanning. You will be working alongside 2 other Administrators/Paraplanners. You will be drafting LOA's, LOV's, speaking to providers and being the first point of contact for all external stakeholders, managing diaries, managing the internal IT systems and all other admin support to ensure the smooth running of the admin team. Knowledge of Quilter platform will be highly advantageous. If you wish to undertake any studies towards your level 4 diploma my client will offer study support and training with some basic exposure to paraplanning but the role will be suitable for a long term Administrator. A very secure and rewarding role is on offer, with an excellent benefits package and bonus structure. You will receive a £30k - £38k basic salary depending on experience with a comprehensive benefits package. For more details please contact Peter Fozard at Financial Divisions.
Mar 19, 2026
Full time
Senior Financial Administrator Kings Hill/ Maidstone (Kent) £30,000 - £38,000 basic salary plus benefits and bonus Boutique wealth planning business Knowledge of Intelligent Office is very advantageous My client is a boutique wealth planning firm whom I have placed 2 staff with in the past. They have a truly holistic approach to their advice offering and they get to know their clients really well and on both a professional and personal level. The MD has a long standing reputation as a sought after Adviser working with retirees and families across Surrey, Sussex, Kent and London. The most loyal families who the MD looks after have been taking advice from them for over 10 years. They offer advice on Pensions, Investments, Tax Planning, IHT, Retirement Planning, Trusts, Mortgages and some Protections. Cases range between £250k - £2m of investable assets amongst families, retirees and some small business owners. The Director is creating a brand-new role within the business for an experienced Financial Administrator. The role will be office based in Maidstone/Kings Hill (Kent) and you will be supporting the Adviser with comprehensive end to end administration support and some basic paraplanning. You will be working alongside 2 other Administrators/Paraplanners. You will be drafting LOA's, LOV's, speaking to providers and being the first point of contact for all external stakeholders, managing diaries, managing the internal IT systems and all other admin support to ensure the smooth running of the admin team. Knowledge of Quilter platform will be highly advantageous. If you wish to undertake any studies towards your level 4 diploma my client will offer study support and training with some basic exposure to paraplanning but the role will be suitable for a long term Administrator. A very secure and rewarding role is on offer, with an excellent benefits package and bonus structure. You will receive a £30k - £38k basic salary depending on experience with a comprehensive benefits package. For more details please contact Peter Fozard at Financial Divisions.
Job Title: Trainee/Junior Paraplanner Salary: £28,000 - £35,000 Location: Sheffield This is a fantastic opportunity for an ambitious financial planning professional to join a forward-thinking Independent Financial Planning firm based in Sheffield. This firm has a strong reputation in the industry and provides independent advice across a range of case types including Pensions, Investments, and Corporate Advice. With the role allowing for a financial planning administrator to become a Trainee Paraplanner, the role would suit someone who is working towards their diploma and hones some technical and report writing experience, alongside strong interpersonal skills and the desire to progress. This is a varied position and someone who is happy developing themselves and learning new skills would be ideal. In addition to a supportive working culture, this firm offers flexible working, discretionary bonus, a great holiday offering, annual leave purchase scheme, reduced professional services and some great company funded events! The Required Skills: Studying towards Level 4 Diploma qualified through the CII or equivalent Experience report writing and in a technical position (desired) Good communication skills and comfortable dealing with clients face to face, on the phone and through written correspondence. Experience with Intelligent Office would be advantageous If you are interested in hearing more about this position, please get in touch with us at Capio.
Mar 19, 2026
Full time
Job Title: Trainee/Junior Paraplanner Salary: £28,000 - £35,000 Location: Sheffield This is a fantastic opportunity for an ambitious financial planning professional to join a forward-thinking Independent Financial Planning firm based in Sheffield. This firm has a strong reputation in the industry and provides independent advice across a range of case types including Pensions, Investments, and Corporate Advice. With the role allowing for a financial planning administrator to become a Trainee Paraplanner, the role would suit someone who is working towards their diploma and hones some technical and report writing experience, alongside strong interpersonal skills and the desire to progress. This is a varied position and someone who is happy developing themselves and learning new skills would be ideal. In addition to a supportive working culture, this firm offers flexible working, discretionary bonus, a great holiday offering, annual leave purchase scheme, reduced professional services and some great company funded events! The Required Skills: Studying towards Level 4 Diploma qualified through the CII or equivalent Experience report writing and in a technical position (desired) Good communication skills and comfortable dealing with clients face to face, on the phone and through written correspondence. Experience with Intelligent Office would be advantageous If you are interested in hearing more about this position, please get in touch with us at Capio.
Financial Administrator (assist with annual reviews) Boutique financial advice firm - Horsham offices Supporting established advisers £30k - £36k plus bonuses and benefits My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with. The Managing Director is creating a brand-new role for a Financial Administrator who will be responsible for the end to end administration with all their exiting clients and all the new business coming in. The team are incredibly busy and need someone who doesn't need training and knows the end to end process with financial admin within a wealth planning practice. This will include but is not limited to: creating meeting packs, onboarding new clients, prepping for annual reviews, managing the back office systems, being a point of contact for all clients and providers and ad hoc support to the advisers to ensure the smooth running of the business. If this role sounds of interest or any other roles I am working on please get in touch.
Mar 19, 2026
Full time
Financial Administrator (assist with annual reviews) Boutique financial advice firm - Horsham offices Supporting established advisers £30k - £36k plus bonuses and benefits My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with. The Managing Director is creating a brand-new role for a Financial Administrator who will be responsible for the end to end administration with all their exiting clients and all the new business coming in. The team are incredibly busy and need someone who doesn't need training and knows the end to end process with financial admin within a wealth planning practice. This will include but is not limited to: creating meeting packs, onboarding new clients, prepping for annual reviews, managing the back office systems, being a point of contact for all clients and providers and ad hoc support to the advisers to ensure the smooth running of the business. If this role sounds of interest or any other roles I am working on please get in touch.
IFA Administrator & Junior Paraplanner Location: South Manchester Salary: Salary between £28,000 - £34,000 We are currently recruiting for an IFA Administrator / Junior Paraplanner to join a respected financial services firm in South Manchester. This role supports advisers in delivering a high-quality client experience, ensuring accurate documentation, efficient workflow management, and strong compliance standards. This is an excellent opportunity for an organised and detail-focused Administrator looking to develop within the financial services sector. Role Overview As a IFA Administrator / Junior Paraplanner, you will prepare essential review documentation, maintain accurate data, produce outcome reports, and coordinate key administrative tasks. You will play an integral part in maintaining smooth client processes and supporting adviser workflow. Key Responsibilities Client Review & Reporting " Produce valuation reports and Progress Check Packs ahead of client review meetings " Prepare and issue disclosure packs for annual reviews " Create No Change Review Reports summarising adviser discussions, confirming ATR and suitability " Compile Client Review Packs for new or acquired clients, gathering key investment information " Support the creation of simpler paraplanning reports (Fund Switches, Withdrawals, Bed & ISA), following appropriate training Administrative & Data Management " Prepare and issue application forms, ensuring all documentation is complete and compliant " Maintain and update client data accurately within Xplan Teamwork & Workflow " Manage tasks you are trained and signed off to complete, with progression opportunities as skills grow " Collaborate with colleagues to ensure timely delivery of all client servicing requirements Key Attributes & Skills " Confident user of Excel and Word " Strong written communication and high attention to detail " Highly organised with the ability to prioritise workloads " Proactive team player with a willingness to learn " Experience using Xplan is advantageous but not essential Package & Benefits " Competitive salary " Hybrid working available after probation " 25 days holiday + bank holidays " Birthday holiday " Group pension scheme (5% company contribution) " On-site gym " Health Shield plan " Free on-site parking Apply today via NJR Recruitment, quoting the reference NJR16501 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Mar 19, 2026
Full time
IFA Administrator & Junior Paraplanner Location: South Manchester Salary: Salary between £28,000 - £34,000 We are currently recruiting for an IFA Administrator / Junior Paraplanner to join a respected financial services firm in South Manchester. This role supports advisers in delivering a high-quality client experience, ensuring accurate documentation, efficient workflow management, and strong compliance standards. This is an excellent opportunity for an organised and detail-focused Administrator looking to develop within the financial services sector. Role Overview As a IFA Administrator / Junior Paraplanner, you will prepare essential review documentation, maintain accurate data, produce outcome reports, and coordinate key administrative tasks. You will play an integral part in maintaining smooth client processes and supporting adviser workflow. Key Responsibilities Client Review & Reporting " Produce valuation reports and Progress Check Packs ahead of client review meetings " Prepare and issue disclosure packs for annual reviews " Create No Change Review Reports summarising adviser discussions, confirming ATR and suitability " Compile Client Review Packs for new or acquired clients, gathering key investment information " Support the creation of simpler paraplanning reports (Fund Switches, Withdrawals, Bed & ISA), following appropriate training Administrative & Data Management " Prepare and issue application forms, ensuring all documentation is complete and compliant " Maintain and update client data accurately within Xplan Teamwork & Workflow " Manage tasks you are trained and signed off to complete, with progression opportunities as skills grow " Collaborate with colleagues to ensure timely delivery of all client servicing requirements Key Attributes & Skills " Confident user of Excel and Word " Strong written communication and high attention to detail " Highly organised with the ability to prioritise workloads " Proactive team player with a willingness to learn " Experience using Xplan is advantageous but not essential Package & Benefits " Competitive salary " Hybrid working available after probation " 25 days holiday + bank holidays " Birthday holiday " Group pension scheme (5% company contribution) " On-site gym " Health Shield plan " Free on-site parking Apply today via NJR Recruitment, quoting the reference NJR16501 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
IFA Administrator/Junior Paraplanner - quick progression into full Paraplanner role Location: Cambridge (with 2 days from home and one day per week in Stansted Mountfitchet office) Salary: £28,000 - £37,000- more for experienced/senior administrators Are you a Wealth Planning Administrator, looking to progress into a Paraplanner or Adviser? We're hiring on behalf of one of our well established clients, a boutique, Chartered, Independent Financial Advisor (IFA) Currenely standing at around 25 employees, and steadily expanding due to continued growth of client bank. The company specialise in ultra-high-net-worth clients, and pride themselves on their truly holistic approach to financial planning . A role here is a fantastic opportunity to really develop technical skills They are now looking for an Administrator to join them, and one that is keen to progress steadily through to Paraplanning as their medium term goal - with full support in place to achieve this and go beyond this through to Adviser as well. Why this role? Career Progression & Exam Support Looking for personal development? Our client offers a clear progression structurethrough to either Paraplanner or Adviser You'll also be mentored by experienced professionals, ensuring that you continue to grow and develop Full exam support and pay rises for exams achieved in place. Key Requirements: Experience in financial services or wealth management administration Strong organisational skills and keen attention to detail A proactive and motivated mindset, committed to excellent client service Ability to manage workloads effectively and work independently What's in It for You? Hybrid working options with Monday and Friday from home if desired. Comprehensive exam and study support Career progression in a growing firm A chance to work with high-calibre clients and a supportive team environment Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday. free parking If you're ready to join a firm that invests in your future and offers you work life balance and progression opportunities, we'd love to hear from you. Apply now!
Mar 19, 2026
Full time
IFA Administrator/Junior Paraplanner - quick progression into full Paraplanner role Location: Cambridge (with 2 days from home and one day per week in Stansted Mountfitchet office) Salary: £28,000 - £37,000- more for experienced/senior administrators Are you a Wealth Planning Administrator, looking to progress into a Paraplanner or Adviser? We're hiring on behalf of one of our well established clients, a boutique, Chartered, Independent Financial Advisor (IFA) Currenely standing at around 25 employees, and steadily expanding due to continued growth of client bank. The company specialise in ultra-high-net-worth clients, and pride themselves on their truly holistic approach to financial planning . A role here is a fantastic opportunity to really develop technical skills They are now looking for an Administrator to join them, and one that is keen to progress steadily through to Paraplanning as their medium term goal - with full support in place to achieve this and go beyond this through to Adviser as well. Why this role? Career Progression & Exam Support Looking for personal development? Our client offers a clear progression structurethrough to either Paraplanner or Adviser You'll also be mentored by experienced professionals, ensuring that you continue to grow and develop Full exam support and pay rises for exams achieved in place. Key Requirements: Experience in financial services or wealth management administration Strong organisational skills and keen attention to detail A proactive and motivated mindset, committed to excellent client service Ability to manage workloads effectively and work independently What's in It for You? Hybrid working options with Monday and Friday from home if desired. Comprehensive exam and study support Career progression in a growing firm A chance to work with high-calibre clients and a supportive team environment Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday. free parking If you're ready to join a firm that invests in your future and offers you work life balance and progression opportunities, we'd love to hear from you. Apply now!
About the company: Are you an experienced Senior Pensions Administrator or Deputy Team Leader looking to take the next step in your career? This is a brilliant opportunity to join one of the UK's respected Pensions Consultancies as they continue to grow their market-leading pensions administration team. Our client operates a flexible hybrid working arrangement of 2x days per week in the office, ideally aligned to the Croydon office but other office locations will be considered. About the role: As an Assistant Team Manager, you'll play a pivotal role in delivering exceptional pension administration services across a portfolio of Defined Benefits of Defined Contributions Pension Schemes. You'll manage day-to-day client relationships, oversee workflow and quality, and provide leadership and support to a talented team of Pension Administrators. You'll act as a key point of contact for clients, ensuring service excellence and compliance, while helping to mentor and develop team members to reach their full potential. Key responsibilities: Over see the allocation and prioritisation of daily workloads across your portfolio. Ensure all work meets service level agreements and compliance standards. Peer-review calculations and member communications. Support, coach and mentor team members, fostering a collaborative and inclusive culture. Attend client and trustee meetings, presenting reports and updates. Identify and manage ad-hoc pension projects. Key skills and experience required: Strong administration experience and knowledge of delivering administration services to Defined Benefits Pension Schemes, operating at either a Senior Pensions Administrator or Deputy Team Leader. Proven experience of managing, mentoring, supervising and developing teams. Client facing experience - experience of presenting administration reports and communicating with clients and trustees. Great communication skills - ability to be able to converse with clients, members, and colleagues. Excellent time management - the ability to manage resources across multiple tasks. Interested in joining a collaborative and forward-thinking business? Don't miss out, apply today or get in touch for a confidential chat.
Mar 19, 2026
Full time
About the company: Are you an experienced Senior Pensions Administrator or Deputy Team Leader looking to take the next step in your career? This is a brilliant opportunity to join one of the UK's respected Pensions Consultancies as they continue to grow their market-leading pensions administration team. Our client operates a flexible hybrid working arrangement of 2x days per week in the office, ideally aligned to the Croydon office but other office locations will be considered. About the role: As an Assistant Team Manager, you'll play a pivotal role in delivering exceptional pension administration services across a portfolio of Defined Benefits of Defined Contributions Pension Schemes. You'll manage day-to-day client relationships, oversee workflow and quality, and provide leadership and support to a talented team of Pension Administrators. You'll act as a key point of contact for clients, ensuring service excellence and compliance, while helping to mentor and develop team members to reach their full potential. Key responsibilities: Over see the allocation and prioritisation of daily workloads across your portfolio. Ensure all work meets service level agreements and compliance standards. Peer-review calculations and member communications. Support, coach and mentor team members, fostering a collaborative and inclusive culture. Attend client and trustee meetings, presenting reports and updates. Identify and manage ad-hoc pension projects. Key skills and experience required: Strong administration experience and knowledge of delivering administration services to Defined Benefits Pension Schemes, operating at either a Senior Pensions Administrator or Deputy Team Leader. Proven experience of managing, mentoring, supervising and developing teams. Client facing experience - experience of presenting administration reports and communicating with clients and trustees. Great communication skills - ability to be able to converse with clients, members, and colleagues. Excellent time management - the ability to manage resources across multiple tasks. Interested in joining a collaborative and forward-thinking business? Don't miss out, apply today or get in touch for a confidential chat.
About the company: Alexander Lloyd is partnered with an award-winning Pensions Consultancy specialising in actuarial, pension administration and pension technology services. Due to continued growth, our client is looking to appoint a Pensions Administrator on a full-time and permanent basis in Manchester (with flexible hybrid working arrangement). If you want to be a part of an organisation that offers dynamic and challenging work, where you can take ownership of developing your skills and experience, then this opportunity could be for you! About the role: As a Pensions Administrator, you will manage the administration of Defined Benefits and Defined Contribution pension scheme on behalf of scheme trustees. You'll act as a key pint of contact for members, trustees and third parties, delivering high quality administration services. This is a varied and engaging role, involving everything from day-to-day administration to complex exercises such as scheme wind-ups, benefit calculations, and forensic research assignments, including work appointment by The Pensions Regulator. About you: If you're a pensions professional who enjoys problem-solving, working with people, and operating in a fast-paced environment. You'll be organised, proactive, calm under pressure, and take pride in delivery high-quality work. Essential experience and skills: At least 3 years' experience in a Defined Benefit pension administration environment Strong technical knowledge of UK pension legislation, regulation and best practice Excellent written and verbal communication skills Ability to work proactively using your own initiative If you are a Pensions Administration professional (with defined benefits experience) looking to take the next step in your career within a respected and growing organisation, apply today!
Mar 19, 2026
Full time
About the company: Alexander Lloyd is partnered with an award-winning Pensions Consultancy specialising in actuarial, pension administration and pension technology services. Due to continued growth, our client is looking to appoint a Pensions Administrator on a full-time and permanent basis in Manchester (with flexible hybrid working arrangement). If you want to be a part of an organisation that offers dynamic and challenging work, where you can take ownership of developing your skills and experience, then this opportunity could be for you! About the role: As a Pensions Administrator, you will manage the administration of Defined Benefits and Defined Contribution pension scheme on behalf of scheme trustees. You'll act as a key pint of contact for members, trustees and third parties, delivering high quality administration services. This is a varied and engaging role, involving everything from day-to-day administration to complex exercises such as scheme wind-ups, benefit calculations, and forensic research assignments, including work appointment by The Pensions Regulator. About you: If you're a pensions professional who enjoys problem-solving, working with people, and operating in a fast-paced environment. You'll be organised, proactive, calm under pressure, and take pride in delivery high-quality work. Essential experience and skills: At least 3 years' experience in a Defined Benefit pension administration environment Strong technical knowledge of UK pension legislation, regulation and best practice Excellent written and verbal communication skills Ability to work proactively using your own initiative If you are a Pensions Administration professional (with defined benefits experience) looking to take the next step in your career within a respected and growing organisation, apply today!
Estate Agent Assistant Branch Sales Manager You will join a strong established independent Estate Agents where the current office pipeline sits at between £135,000 to £140,000. Personal sales commission of 5% plus personal listing commission of 5%. Basic salary to £25,000 plus a car allowance of £3,000 with on target earnings of £40,000 to £45,000. Estate Agent Assistant Branch Sales Manager Client Relationship Management: Build and maintain strong relationships with clients, providing regular updates and feedback throughout the sales process. Market Analysis: Stay informed about local property market trends and developments to provide clients with up-to-date advice and insights. Negotiation: Assist in negotiating offers between buyers and sellers to achieve the best possible outcomes for all parties involved. Compliance: Ensure all activities are conducted in accordance with relevant legislation and company policies. Estate Agent Assistant Branch Sales Manager Experience: Previous experience in Estate Agency is essential. Skills: Strong sales, negotiation, and communication skills; ability to build rapport with clients quickly; excellent organisational skills; proficiency in using software and CRM systems. Knowledge: Good understanding of the local property market and relevant legislation. Estate Agent Assistant Branch Sales Manager Highly motivated and target-driven. Excellent interpersonal skills. Professional and presentable. Ability to work independently and as part of a team. Detail-oriented with a strong commitment to accuracy. Estate Agent Assistant Branch Sales Manager Basic salary to £25,000 plus a car allowance of £3,000 with on target earnings of £40,000 to £45,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Mar 19, 2026
Full time
Estate Agent Assistant Branch Sales Manager You will join a strong established independent Estate Agents where the current office pipeline sits at between £135,000 to £140,000. Personal sales commission of 5% plus personal listing commission of 5%. Basic salary to £25,000 plus a car allowance of £3,000 with on target earnings of £40,000 to £45,000. Estate Agent Assistant Branch Sales Manager Client Relationship Management: Build and maintain strong relationships with clients, providing regular updates and feedback throughout the sales process. Market Analysis: Stay informed about local property market trends and developments to provide clients with up-to-date advice and insights. Negotiation: Assist in negotiating offers between buyers and sellers to achieve the best possible outcomes for all parties involved. Compliance: Ensure all activities are conducted in accordance with relevant legislation and company policies. Estate Agent Assistant Branch Sales Manager Experience: Previous experience in Estate Agency is essential. Skills: Strong sales, negotiation, and communication skills; ability to build rapport with clients quickly; excellent organisational skills; proficiency in using software and CRM systems. Knowledge: Good understanding of the local property market and relevant legislation. Estate Agent Assistant Branch Sales Manager Highly motivated and target-driven. Excellent interpersonal skills. Professional and presentable. Ability to work independently and as part of a team. Detail-oriented with a strong commitment to accuracy. Estate Agent Assistant Branch Sales Manager Basic salary to £25,000 plus a car allowance of £3,000 with on target earnings of £40,000 to £45,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
About the company: Are you an experienced Senior Pensions Administrator or Deputy Team Leader looking to take the next step in your career? This is a brilliant opportunity to join one of the UK's respected Pensions Consultancies as they continue to grow their market-leading pensions administration team. Our client operates a flexible hybrid working arrangement of 2x days per week in the office, ideally aligned to the Birmingham office but other office locations will be considered. About the role: As an Assistant Team Manager, you'll play a pivotal role in delivering exceptional pension administration services across a portfolio of Defined Benefits of Defined Contributions Pension Schemes. You'll manage day-to-day client relationships, oversee workflow and quality, and provide leadership and support to a talented team of Pension Administrators. You'll act as a key point of contact for clients, ensuring service excellence and compliance, while helping to mentor and develop team members to reach their full potential. Key responsibilities: Over see the allocation and prioritisation of daily workloads across your portfolio. Ensure all work meets service level agreements and compliance standards. Peer-review calculations and member communications. Support, coach and mentor team members, fostering a collaborative and inclusive culture. Attend client and trustee meetings, presenting reports and updates. Identify and manage ad-hoc pension projects. Key skills and experience required: Strong administration experience and knowledge of delivering administration services to Defined Benefits Pension Schemes, operating at either a Senior Pensions Administrator or Deputy Team Leader. Proven experience of managing, mentoring, supervising and developing teams. Client facing experience - experience of presenting administration reports and communicating with clients and trustees. Great communication skills - ability to be able to converse with clients, members, and colleagues. Excellent time management - the ability to manage resources across multiple tasks. Interested in joining a collaborative and forward-thinking business? Don't miss out, apply today or get in touch for a confidential chat.
Mar 19, 2026
Full time
About the company: Are you an experienced Senior Pensions Administrator or Deputy Team Leader looking to take the next step in your career? This is a brilliant opportunity to join one of the UK's respected Pensions Consultancies as they continue to grow their market-leading pensions administration team. Our client operates a flexible hybrid working arrangement of 2x days per week in the office, ideally aligned to the Birmingham office but other office locations will be considered. About the role: As an Assistant Team Manager, you'll play a pivotal role in delivering exceptional pension administration services across a portfolio of Defined Benefits of Defined Contributions Pension Schemes. You'll manage day-to-day client relationships, oversee workflow and quality, and provide leadership and support to a talented team of Pension Administrators. You'll act as a key point of contact for clients, ensuring service excellence and compliance, while helping to mentor and develop team members to reach their full potential. Key responsibilities: Over see the allocation and prioritisation of daily workloads across your portfolio. Ensure all work meets service level agreements and compliance standards. Peer-review calculations and member communications. Support, coach and mentor team members, fostering a collaborative and inclusive culture. Attend client and trustee meetings, presenting reports and updates. Identify and manage ad-hoc pension projects. Key skills and experience required: Strong administration experience and knowledge of delivering administration services to Defined Benefits Pension Schemes, operating at either a Senior Pensions Administrator or Deputy Team Leader. Proven experience of managing, mentoring, supervising and developing teams. Client facing experience - experience of presenting administration reports and communicating with clients and trustees. Great communication skills - ability to be able to converse with clients, members, and colleagues. Excellent time management - the ability to manage resources across multiple tasks. Interested in joining a collaborative and forward-thinking business? Don't miss out, apply today or get in touch for a confidential chat.
About the company: We're delighted to be working with a leading UK Pensions Administration business based in Portsmouth, who are now looking for an experienced Senior Pensions Administrator to join on a full-time and permanent basis. This is a hybrid role, operating a flexible arrangement of x2 days per week. If you're a detail-oriented, organised professional with a solid background in DB Pensions Administration, who enjoy supporting others, solving problems and making a real impact for clients - then this opportunity could be for you! About the position: As a Senior Pensions Administrator, you'll play a key role in delivering first-class pensions administration services for a portfolio of Defined Benefit schemes. You'll be the go-to expert in the team, ensuring accuracy, compliance and great client outcomes. Key responsibilities include: Supporting, training and mentoring junior colleagues Checking and authorising work to ensure accuracy and compliance Calculating and processing a range of pension benefits Liaising with clients, actuaries, and other third parties. Participating in project work Key skills and experience required: DB (Defined Benefits) pension scheme administration experience Experience of checking work produced by junior members of the team Experience of having worked on projects Strong knowledge of pensions legislation and regulations Excellent communication skills, as will be liaising with clients and stakeholders. If you're an experienced Pensions professional ready for your next challenge, apply today and take the next step in your career.
Mar 19, 2026
Full time
About the company: We're delighted to be working with a leading UK Pensions Administration business based in Portsmouth, who are now looking for an experienced Senior Pensions Administrator to join on a full-time and permanent basis. This is a hybrid role, operating a flexible arrangement of x2 days per week. If you're a detail-oriented, organised professional with a solid background in DB Pensions Administration, who enjoy supporting others, solving problems and making a real impact for clients - then this opportunity could be for you! About the position: As a Senior Pensions Administrator, you'll play a key role in delivering first-class pensions administration services for a portfolio of Defined Benefit schemes. You'll be the go-to expert in the team, ensuring accuracy, compliance and great client outcomes. Key responsibilities include: Supporting, training and mentoring junior colleagues Checking and authorising work to ensure accuracy and compliance Calculating and processing a range of pension benefits Liaising with clients, actuaries, and other third parties. Participating in project work Key skills and experience required: DB (Defined Benefits) pension scheme administration experience Experience of checking work produced by junior members of the team Experience of having worked on projects Strong knowledge of pensions legislation and regulations Excellent communication skills, as will be liaising with clients and stakeholders. If you're an experienced Pensions professional ready for your next challenge, apply today and take the next step in your career.
About the company: We're delighted to be working with a leading UK Pensions Administration business based in Bristol, who are now looking for an experienced Senior Pensions Administrator to join on a full-time and permanent basis. This is a hybrid role, operating a flexible arrangement of x2 days per week. If you're a detail-oriented, organised professional with a solid background in DB Pensions Administration, who enjoy supporting others, solving problems and making a real impact for clients - then this opportunity could be for you! About the position: As a Senior Pensions Administrator, you'll play a key role in delivering first-class pensions administration services for a portfolio of Defined Benefit schemes. You'll be the go-to expert in the team, ensuring accuracy, compliance and great client outcomes. Key responsibilities include: Supporting, training and mentoring junior colleagues Checking and authorising work to ensure accuracy and compliance Calculating and processing a range of pension benefits Liaising with clients, actuaries, and other third parties. Participating in project work Key skills and experience required: DB (Defined Benefits) pension scheme administration experience Experience of checking work produced by junior members of the team Experience of having worked on projects Strong knowledge of pensions legislation and regulations Excellent communication skills, as will be liaising with clients and stakeholders. If you're an experienced Pensions professional ready for your next challenge, apply today and take the next step in your career.
Mar 19, 2026
Full time
About the company: We're delighted to be working with a leading UK Pensions Administration business based in Bristol, who are now looking for an experienced Senior Pensions Administrator to join on a full-time and permanent basis. This is a hybrid role, operating a flexible arrangement of x2 days per week. If you're a detail-oriented, organised professional with a solid background in DB Pensions Administration, who enjoy supporting others, solving problems and making a real impact for clients - then this opportunity could be for you! About the position: As a Senior Pensions Administrator, you'll play a key role in delivering first-class pensions administration services for a portfolio of Defined Benefit schemes. You'll be the go-to expert in the team, ensuring accuracy, compliance and great client outcomes. Key responsibilities include: Supporting, training and mentoring junior colleagues Checking and authorising work to ensure accuracy and compliance Calculating and processing a range of pension benefits Liaising with clients, actuaries, and other third parties. Participating in project work Key skills and experience required: DB (Defined Benefits) pension scheme administration experience Experience of checking work produced by junior members of the team Experience of having worked on projects Strong knowledge of pensions legislation and regulations Excellent communication skills, as will be liaising with clients and stakeholders. If you're an experienced Pensions professional ready for your next challenge, apply today and take the next step in your career.
About the company: We're delighted to be working with a leading UK Pensions Consultancy based in Reading, who are now looking for an experienced Senior Pensions Administrator to join on a full-time and permanent basis. This is a hybrid role, operating a flexible arrangement of x2 days per week. If you're a detail-oriented, organised professional with a solid background in DB Pensions Administration, who enjoy supporting others, solving problems and making a real impact for clients - then this opportunity could be for you! About the position: As a Senior Pensions Administrator, you'll play a key role in delivering first-class pensions administration services for a portfolio of Defined Benefit schemes. You'll be the go-to expert in the team, ensuring accuracy, compliance and great client outcomes. Key responsibilities include: Supporting, training and mentoring junior colleagues Checking and authorising work to ensure accuracy and compliance Calculating and processing a range of pension benefits Liaising with clients, actuaries, and other third parties. Participating in project work Key skills and experience required: DB (Defined Benefits) pension scheme administration experience Experience of checking work produced by junior members of the team Experience of having worked on projects Strong knowledge of pensions legislation and regulations Excellent communication skills, as will be liaising with clients and stakeholders. If you're an experienced Pensions professional ready for your next challenge, apply today and take the next step in your career.
Mar 19, 2026
Full time
About the company: We're delighted to be working with a leading UK Pensions Consultancy based in Reading, who are now looking for an experienced Senior Pensions Administrator to join on a full-time and permanent basis. This is a hybrid role, operating a flexible arrangement of x2 days per week. If you're a detail-oriented, organised professional with a solid background in DB Pensions Administration, who enjoy supporting others, solving problems and making a real impact for clients - then this opportunity could be for you! About the position: As a Senior Pensions Administrator, you'll play a key role in delivering first-class pensions administration services for a portfolio of Defined Benefit schemes. You'll be the go-to expert in the team, ensuring accuracy, compliance and great client outcomes. Key responsibilities include: Supporting, training and mentoring junior colleagues Checking and authorising work to ensure accuracy and compliance Calculating and processing a range of pension benefits Liaising with clients, actuaries, and other third parties. Participating in project work Key skills and experience required: DB (Defined Benefits) pension scheme administration experience Experience of checking work produced by junior members of the team Experience of having worked on projects Strong knowledge of pensions legislation and regulations Excellent communication skills, as will be liaising with clients and stakeholders. If you're an experienced Pensions professional ready for your next challenge, apply today and take the next step in your career.
