• Job Title/Location: Senior Complaints Specialist, London
• Salary:£50,000 - £60,000 + c.7.5% bonus + 12% flexible benefits package
• Office/WFH: Office based 3 days & WFH 2 days
• Requirements: Strong level of complaints experience within Financial Services/Banking, excellent working knowledge of FCA DISP & FOS processes, including SRC & Final Response Letters
• Role Snapshot: A brand new team for whom you will own & resolve escalated complex & high-risk complaints through to Final Response Letter. This is across their global base, taking in several companies

The Company/Team: This global, FTSE100 business operate several trusted brands with the group serving just under 1.5 million customers worldwide, providing stock/investment trading via its platforms. The roles are open as this is a brand-new team being put together.

The Role: The Senior Complaints Specialist owns the most complex and high-risk complaints end to end, from initial assessment through to Final Response Letter, support quality assurance across the team and help set the standards and processes that define how they handle complaints. You will act as a technical reference point for the team and a key voice in shaping how the function develops. In addition to the above, other key responsibilities include:

• Handle complaints across the company’s global client base, applying FCA DISP and applicable local requirements
• Act as a quality reference point, reviewing cases, identifying errors and coaching where needed
• Support the development & documentation of complaint processes & standards across markets
• Contribute to MI & reporting, identifying trends & themes that drive improvement
• Liaise directly with Compliance on regulatory queries, FOS referrals & DISP compliance
• Support root cause analysis & feed insights into operational and product improvement
• Help onboard and upskill team members as the function grows

Experience/Skills Required: For the Senior Complaints Specialist role, our client requires people who have significant complaints experience within Financial Services or Banking with excellent working knowledge of FCA DISP & FOS processes, including SRC and final response requirements. They would like to see a track record of resolving complex or contentious cases to a high standard, a strong communicator and ideally experience of complaints across multiple jurisdictions.

Additional Information: The salary for the Senior Complaints Specialist role is £50,000 - £60,000 with an average bonus of c.7.5% and a 12% flexible benefits package.

Apply for Senior Complaints Specialist

• Job Title/Location: Complaints Handler, London
• Salary: c.£40,000 - £50,000 + c.7.5% bonus + 12% flexible benefits package
• Office/WFH: Office based 3 days & WFH 2 days
• Requirements: Complaints experience within Financial Services/Banking, working knowledge of FCA DISP & FOS processes, inc. SRC & Final Response Letters
• Role Snapshot: A brand new team for whom you will own & resolve complaints through to Final Response Letter. This is across their global client base, taking in several companies.

The Company/Team: This global, FTSE100 business operate several trusted brands with the group serving just under 1.5 million customers worldwide, providing stock/investment trading via its platforms. The roles are open as this is a brand-new team being put together.

The Role: The Complaints Handler will investigate, communicate clearly and resolve cases either through the Summary Resolution Communication (SRC) process or by issuing a full Final Response Letter (FRL) within DISP timeframes. A hands-on role that requires precision, ownership and the ability to handle sensitive cases with professionalism. In addition to the above, other key responsibilities include:

• Investigate complaints across trading, platform, payments, onboarding & servicing journeys
• Assess complaint validity and determine fair outcomes in line with FCA DISP, SRC eligibility and final response standards
• Handle complaints from clients across our clients’ international markets, applying local requirements where relevant
• Communicate clearly with clients across phone, email and digital channels
• Escalate high-risk, vulnerable client or complex regulatory cases to the Senior Specialists
• Identify recurring themes and contribute to root cause analysis
• Work closely with Compliance, Operations, Product & Technology to resolve issues efficiently

Experience/Skills Required: For the Complaints Handler role, our client requires people who have solid complaints experience within Financial Services, FinTech or Banking with working knowledge of FCA DISP & FOS processes, including SRC and final response requirements. Other considerations for our client are finding people with strong written & verbal communication skills, sharp investigative skills and the ability to manage difficult or sensitive client conversations.

Additional Information: The salary for the Complaints Handler role is c.£40,000 - £50,000 with an average bonus of c.7.5% and a 12% flexible benefits package.

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A chance to work for a successful, expanding employee benefits consultancy/wealth manager, looking for office admin experience within Financial Services.

Job Title/Location: Employee Benefits Administrator, London/WFH

Salary: To £31,500

Office/WFH: 2 days office + 3 days WFH after training

Requirements: Previous administration experience within either employee benefits, pensions or life & protection business. Will also consider recent graduates with office admin experience

Role Snapshot: Daily administration of corporate client business, dealing with benefit scheme leavers/joiners, monthly pension submissions and payroll assessments

The Company: Our client is a well-established wealth management business that has expanded healthily in recent times, now consisting of around 28/29 people. This side of the business focuses on employee benefits consultancy for SME’s in the creative, media, tech, fintech and art sectors. Our clients growth is continuing, has doubled in recent years.

The Role: This Employee Benefits Administrator role will expose you to every element of the administration lifecycle, covering GPP’s, Group Life, Group Income Protection, Group Critical Illness and DB/DC Transfers. The main responsibilities include:

• Day to day administration of corporate clients
• Dealing with administration related to new joiners/leavers of multiple benefit schemes
• Liaising with clients in a professional and courteous manner
• Communicating with providers on a regular basis to ensure schemes are kept up to date
• Renewals of group risk and healthcare schemes
• Monthly pension submissions via provider websites
• Assisting with auto-enrolment projects
• Client meetings – introduction meetings to provide process & interactive service info to new clients

Skills/Experience Required: For this Employee Benefits Administrator role, our client can go two routes. Either someone with admin experience within pensions, employee benefits or life & protection business, so any previous exposure to products such as DB/DC Pensions, GPP’s, Group Income Protection, Group Life, Group Critical Illness or Group PMI would be great. Alternatively, they will consider recent graduates with some office admin experience and strong MS Excel skills. Strong written/verbal communication skills and good attention to detail is key + the ability to work unsupervised, to tight deadlines.

Additional Information: Salary for the Employee Benefits Administrator role is up to £31,500 + pension scheme, PMI, Vitality & Wellbeing programme, Health Cashplan, study support and 25 days holiday. Hours Mon-Fri, 8.45am – 5.30pm with that hybrid/WFH flex.

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First class company to work for, genuine chance for people to develop within this customer service function or within several specialist teams in other areas of the business

Job Title/Location: Customer Service Consultant, Epsom/WFH

Salary: £25,000 - £26,500 + bonus adds c.£1,000 + pension

Office/WFH: Average working week is 3 days office, 2 days WFH. Training is 100% office based

Requirements: Telephone-based experience & open to recent graduates, school leavers & those returning to work. Ideally some previous experience in Financial Services, Insurance or Banking

Role Snapshot: Liaising with new/prospective customers, answering queries, detailing product benefits with approx. 10-20% of your time focusing on administration

The Company: Our client is a highly professional financial services company who base their customer services model on first-class customer service, as opposed to the hard sell. This role will expose you to both of their key markets and the focus is on providing information to customers/brokers, not advising.

The Role: This Customer Service Consultant role is based around acting as the initial point of contact for prospective customers and intermediaries regarding their products and services. You are responsible for outlining the benefits of the relevant products/services, but without ‘selling or offering advice’. A real focus on providing information through 1st class customer service – key responsibilities include:

Maintain good knowledge of all products and services including ISA’s, Bonds and Mortgages

Deal with telephone calls promptly, accurately and efficiently

Promote products and services, but without ‘selling’ & carry out market research

Issue relevant literature, illustrations and application forms

Proactively follow up enquiries & call existing mortgage customers

Contact customers periodically regarding services and products

Occasionally attend events and other functions to promote products and services

Hours: Monday to Friday, 9am – 5.30pm

Skills / Experience Required: For this Customer Service Consultant role our client will consider people who have telephone-based experience in any sector, ideally with some previous experience within Financial Services, Banking or Insurance. Our client will also consider recent graduates, school leavers and those returning to work, if they have some previous phones experience with customers. Good MS Office experience is sought, along with an eye for detail & accuracy within a fast-paced environment.

Additional Information: This Customer Service Consultant role is a great opportunity for career progression. Salary is to £26,500 along with an annual bonus, pension, professional study sponsorship and free car parking.

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• Job Title/Location:Pensions Administration Team Leader, London + WFH
• Salary:To £52,000
• Office/WFH:Office based 2 days p/w + 3 days p/w WFH
• Requirements:DB pensions administration, manual calculations & team lead experience essential
• Role Snapshot:Deputising for the Manager in running a team of 6-10 pensions administrators that process all aspects of DB and DC membership administration.

Really positive situation surrounding this client, an expanding business – a number of recent new scheme/business wins leading to the creation of new roles and new teams.

The Company:An established pensions business, multiple industry award winners and recognised for their investment in people. This ongoing expansion makes for good development opportunities in terms of learning and progressing within the company.

The Role:The focus on this Pensions Administration Team Leader role is to take on line management responsibilities, which may include objective-setting, training and 1:1 reviews. The team focuses on processing, mainly DB and some DC casework and you will allocate and check the work produced by others for accuracy, ensuring deadlines are met. Key responsibilities include:

Proactively monitor the team’s performance on a daily basis

Manage members of the team as required – supporting, motivating and encouraging as necessary

Provide technical assistance to the team for complex pensions admin tasks, providing overflow checking support

Process all aspects of the member service and provide members with information, correspondence and support as requested

Produce stewardship reports within the required timescales

Demonstrate a strong understanding of DB & DC administration, including practical experience of benefit calculations, contracting-out and the Pension Freedoms

Participate in new business exercises, representing the company to external prospects and clients

Skills / Experience Required:For this Pensions Administration Team Leader role you must have solid DB pensions admin and manual calculations experience, with DC experience also required. You will also have previous team lead experience.

Additional Information:Salary for the Pensions Administration Team Leader role is to £52,000 + professional study support and company pension. As mentioned above, the average working week would be 2 days office and 3 days WFH. Please apply below.

Apply for Pensions Admin Team Lead

• Job Title/Location: Investment Product Manager, London
• Salary: £70,000 - £80,000 + bonus c.£10,000 + pension contribution to c.£10,000
• Office/WFH: Office based 12 days per month, the rest is WFH
• Requirements: Open to a broad range of investment experience (investment/asset management, proposition development, product management, investment consulting), will also look at the DC post-retirement market
• Role Snapshot: This role acts as a bridge between investment, distribution, client, platform and operational teams, helping to turn investment expertise, market insight and client needs into clear proposition priorities and practical actions.

The Company/Team: This company has built a great reputation for developing people. There are several initiatives pending, meaning that they will be expanding various teams within the business, although this role replaces an internal mover in a team of 6 (3 in London & 3 overseas).

The Role: In this Investment Product Manager role, you will support the development, enhancement & launch of investment products & solutions, using competitor analysis, client feedback, regulatory insight & product data to identify opportunities, shape product positioning & keep offerings aligned to business priorities. You will need to bring structure to complex topics, communicate investment concepts clearly & confidently, whilst driving initiatives forward in a changing environment. Responsibilities include:

• Support investment related strategy discussions & define proposition priorities across retail & institutional channels.
• Prepare high quality papers, presentations & recommendations for senior stakeholders, governance forums & committee meetings.
• Identify market/product/client trends to help inform investment proposition priorities & product road maps.
• Review the existing investment product line up & identify opportunities for enhancement, consolidation or new product development.
• Support early stage product design, including target market, product features, vehicle considerations, commercial rationale & client demand.
• Assess proposition performance, inc. customer outcomes, profitability & ongoing suitability.

Experience/Skills Required: For the Investment Product Manager role, our client is open to a range of experience within investment/asset management, proposition development, product management, investment consulting.They will also look at the DC post-retirement/workplace investing markets.You should be able to communicate with clients about topics such as fund management and master trusts, be a self-starter, be commercially aware, customer focused and interested in improving client outcomes.

Additional Information: The salary for the Investment Product Manager role is c.£75k. Average bonus of c.£10,000 & company pension contribution to c.£10,000. There is an excellent benefits package, WFH flexibility (12 days p/m in the office) and great opportunities to develop further.

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• Job Title/Location: Pension Calculation Analyst, Remote
• Salary: To £52,000
• Office/WFH: Remote role with 4 London office visits per year (costs covered)
• Requirements: Strong DB calculations understanding, able to extract technical info from scheme rules/documentation & interpret into calculation development specs
• Role Snapshot: Helping to define/develop standard calculations & develop a process to ensure new calculation requirements align with the operating model.

Really positive situation surrounding this expanding business – a number of recent new scheme/business wins leading to the creation of new roles & teams.

The Company: An established pensions business, multiple industry award winners & recognised for investing in people. The ongoing expansion makes for good development opportunities in terms of learning & progressing within the company.

The Role: The Pension Calculation Analyst is expected to mentor junior team members and play a lead role within the Solutions Team. A high-profile role, would suit someone with the ability to work across multiple projects at a time. Key responsibilities include:

• Own the company methodology and process for calculation development, understanding the dependencies on other systems/business tasks.
• Complete detailed analysis of new and existing calculations, scheme rules, technical documentation, legislation to produce detailed calculation specifications that provide the information needed to build and test the calculations.
• Collaborate and communicate with other analysts, developers, client project analysts, technical and operations teams in respect of implementations, projects and change.
• Work with Product Manager to support them on new and existing product development in relation to calculations and related functions and support business development opportunities.
• Support the introduction and adoption of new procedures through documentation and communication. Support the introduction of change within business areas.

Skills / Experience Required: For the Pension Calculation Analyst role you must have strong DB & good DC technical knowledge & a detailed understanding of DB calculations (retirement/transfer/death calcs).

Additional Information: Salary for the Pension Calculation Analyst role is to £52,000 + professional study support & company pension. To qualify for this remote role, you must be based more than 2 hours from London. Please apply below.

Apply for Pensions Calculation Analyst

• Job Title/Location: Pension Calculation Analyst, Hants/Surrey (Hybrid)
• Salary: To £52,000
• Office/WFH: Office 2 days p/w + 3 days p/w WFH
• Requirements: Strong DB calculations understanding, able to extract technical info from scheme rules/documentation & interpret into calculation development specs
• Role Snapshot: Helping to define/develop standard calculations & develop a process to ensure new calculation requirements align with the operating model.

Really positive situation surrounding this expanding business – a number of recent new scheme/business wins leading to the creation of new roles & teams.

The Company: An established pensions business, multiple industry award winners & recognised for investing in people. The ongoing expansion makes for good development opportunities in terms of learning & progressing within the company.

The Role: The Pension Calculation Analyst is expected to mentor junior team members and play a lead role within the Solutions Team. A high-profile role, would suit someone with the ability to work across multiple projects at a time. Key responsibilities include:

• Own the company methodology and process for calculation development, understanding the dependencies on other systems/business tasks.
• Complete detailed analysis of new and existing calculations, scheme rules, technical documentation, legislation to produce detailed calculation specifications that provide the information needed to build and test the calculations.
• Collaborate and communicate with other analysts, developers, client project analysts, technical and operations teams in respect of implementations, projects and change.
• Work with Product Manager to support them on new and existing product development in relation to calculations and related functions and support business development opportunities.
• Support the introduction and adoption of new procedures through documentation and communication. Support the introduction of change within business areas.

Skills / Experience Required: For the Pension Calculation Analyst role you must have strong DB & good DC technical knowledge & a detailed understanding of DB calculations (retirement/transfer/death calcs).

Additional Information: Salary for the Pension Calculation Analyst role is to £52,000 + professional study support & company pension. The working week is 2 days office & 3 days WFH. Please apply below.

Apply for Pensions Calculation Analyst

• Job Title/Location:Pension Calculation Analyst, London/Hybrid
• Salary:To £52,000
• Office/WFH:Office 2 days p/w + 3 days p/w WFH
• Requirements:Strong DB calculations understanding, ability to extract technical info from scheme rules/documentation & interpret into calculation development specifications
• Role Snapshot:Take a lead role in defining/developing standard calculations & develop a process to ensure new calculation requirements align with our clients operating model.

Really positive situation surrounding this expanding business – a number of recent new scheme/business wins leading to the creation of new roles & new teams.

The Company:An established pensions business, multiple industry award winners & recognised for investing in people. The ongoing expansion makes for good development opportunities in terms of learning & progressing within the company.

The Role:The Pension Calculation Analyst will be expected to mentor junior members of staff and play a lead role within the Solutions Team. A high-profile role within the team, would suit someone with the ability to work across multiple projects at a time. Key responsibilities include:

Own the company methodology and process for calculation development, understanding the dependencies on other systems/business tasks.

Develop subject matter expertise knowledge level and take responsibility for training/providing guidance on this process to other staff, ensuring they are working within the methodology.

Complete detailed analysis of new and existing calculations, scheme rules, technical documentation, legislation to produce detailed calculation specifications that provide the information needed to build and test the calculations.

Collaborate and communicate with other analysts, developers, client project analysts, technical and operations teams in respect of implementations, projects and change.

Work with Product Manager to support them on new and existing product development in relation to calculations and related functions and support business development opportunities.

Support the introduction and adoption of new procedures through documentation and communication. Support the introduction of change within business areas.

Skills / Experience Required:For the Pension Calculation Analyst role you must have strong DB & good DC technical knowledge& a detailed understanding of DB calculations (retirement/transfer/death calcs).

Additional Information:Salary for the Pension Calculation Analyst role is to £52,000 + professional study support & company pension. The working week is 2 days office & 3 days WFH. Please apply below.

Apply for Pension Calculation Analyst

Job Title/Location: Complaints Investigator, Surrey & WFH

Salary: To £33,000 + average bonus c.£2,000 + pension contribution to £4,300

Office/WFH: 2 days office + 3 days WFH

Requirements: Complaints experience within Financial Services, Banking or Insurance + strong communication skills in order to talk to customers/3rd parties on the phone

Role Snapshot: Investigating, resolving & responding to complaints, communicating with customers both in writing and via telephone, identifying & escalating issues that may pose risks

A fabulous chance for those with complaints experience within Financial Services, Banking or Insurance to move to a company that takes employee development seriously.

The Company/Team:These two roles sit within a department of c.70 people and come about as a result of several external and internal movers, they regularly promote from within and then recruit into this role.

The Role:The Complaints Investigator role is responsible for ensuring every customer feels heard, valued and satisfied. You will case manage complaints with a focus on delivering fair outcomes. You will play a crucial role in driving customer-centric change within the business, using solid reasoning & precise auditing of all complaint cases. The company is committed to fully supporting you in this role via initial training + ongoing coaching. Key responsibilities include:

Manage assigned complaint cases with diligence, adhering to business standards & regulatory requirements, ensuring each case is handled professionally & efficiently.

Communicate with customers proactively and empathetically, both over the phone and in writing, to foster positive relationships and enhance customer satisfaction.

Utilise all available resources and information to thoroughly investigate complaints, identify any errors, and implement effective resolutions that meet customer expectations.

Identify and escalate issues that may pose regulatory, reputational, or financial risks, ensuring they are addressed swiftly and appropriately.

Skills / Experience Required:For the Complaints Investigator post, you must have complaints experience within either Financial Services, Banking or Insurance. You must also have strong communication skills, be confident in liaising both in writing and via telephone with customers and be proactive in terms of professional development. You would also be confident with MS Office.

Additional Information:The salary for the Complaints Investigator post is to £33,000, with average bonus c.6% (£1,500 - £2,000) + pension contribution from the company of 10% - 13% (£2,800 - £4,290). There is an excellent benefits package inc. free onsite gym, free parking, subsidised canteen, various life & health benefits and more. Please apply below.

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• Job Title/Location:Pensions Developer, Remote
• Salary:To £58,000
• Office/WFH:Fully remote although required to visit the London office 4 times a year, all travel expenses covered by the company
• Requirements:Technical experience within a SQL database development environment, a proven understanding of relational databases & some understanding of pensions administration/payroll
• Role Snapshot:Play a key role in developing, configuring and supporting all software and systems used across an expanding business

Expanding current teams across the business with several new clients/schemes coming onboard through 2026, also leading to the development of new teams/roles.

The Company:An established pensions business, recognised for investing in people, around 25% of the workforce work remotely, including this role.

The Role:This Pensions Developer role will involve the analysis and manipulation of data using SQL Server & coding skills. You will work with Business Analysts on projects, developing efficient & effective IT solutions in accordance with the context provided by the business. Key responsibilities include:

Writing and understanding Microsoft SQL. Writing SQL select and update statements, stored procedures and views using industry best practices for security and efficiency.

Development of required data conversion routines. Planning how work is to be carried out to meet targets of the project or team task.

Produce software assets in adherence to standards, working with Business Analysts and system users to develop solutions that support the intended purpose.

Mapping data feeds into IntelliPen, which will include the use of IntelliFeed and SQL to interrogate, understand & document the required data to map.

Develop solutions according to the brief and technical specifications. Work closely with other developers to integrate the applications according to standards and processes.

Perform coding/system configuration to written technical specifications, becoming a specialist in the development of; Calculations, Workflows, Data reports, Document Production and Interfaces.

Skills / Experience Required:For this Pensions Developer role you must have previous SQL development experience and a good understanding of pensions administration/payroll.

Additional Information:Salary for the Pensions Developer role is to £58,000 + GPP pension, PMI, 25 days holiday and members of the GPP scheme also get Life Assurance & PHI. Please apply below.

Apply for Pensions Developer

• Job Title/Location:Pensions Analyst, London/WFH
• Salary:To £42,000
• Office/WFH:London office 2 days p/w + 3 days p/w WFH
• Requirements:Strong technical DB knowledge is key, with experience in DB administration. Strong numeracy, communication and MS Office skills also important
• Role Snapshot:Wide-ranging role involving data analysis, client projects and scheme implementations

The Company: An established pensions business, multiple industry award winners and recognised for their investment in people, so a good company to develop with long-term.

The Role: The Pensions Analyst role will see you gathering and documenting requirements associated with the delivery of projects, systems developments and client implementations. You will work closely with project managers and system developers in order to deliver requirements. You must proactively consider and anticipate customer requirements as well as ensure system processes and data are of a high standard. Key responsibilities would include:

Analyse data effectively and accurately to ensure data integrity

Provide clear and concise reporting of data analysis for checking and issue to clients

Provide input to project scoping to ensure estimated effort & costs are as accurate as possible

Complete client project work in line with proposal documents to expected target dates and to meet revenue requirements, ensuring any potential risk is flagged

Provide input to implementation project scoping and tender responses

Provide expertise on the processes/systems around implementation, particularly relating to data migration, calculation set-up, image load and payroll reconciliation

Skills / Experience Required: For this Pensions Analyst role you must have strong technical DB knowledge, ideally some DC knowledge gained from a background in pensions administration. You should also have strong communication, numeracy and MS Office skills. Any previous implementations, data analysis or business analysis skills would be viewed as a bonus.

Additional Information:Salary for the Pensions Analyst role is to £42,000 + professional study support and company pension. As mentioned, the average working week would be 2 days office and 3 days WFH. Please apply below.

Apply for Pensions Analyst

• Job Title/Location:Senior Pensions Analyst, London/WFH
• Salary:£45,000 - £57,500
• Office/WFH:Office based 2 days p/w + 3 days p/w WFH
• Requirements:Strong technical DB knowledge is key, this should include some complex administration experience. Should also have some level of people management experience.
• Role Snapshot:Initiate & deliver client projects, manage the analysis of data & data reporting tools, manage implementation projects + train, support, & supervise staff

Recent new scheme/business wins are leading to a number of new roles and expansion of current teams.

The Company:An established pensions business, recent industry award winners and recognised for their investment in people, so a good company to develop with long-term, especially given the recent new business wins and resulting expansion.

The Role:The Senior Pensions Analyst role will see you focus on three main areas – Data, Client Projects and Implementations. In addition to role snapshot mentioned above, you will work closely with the Client Projects Delivery Manager to manage and allocate project work within the team and continually review and improve processes to deliver better results for revenue requirements and internal/external stakeholders. Key responsibilities include:

Collect, understand & document business processes for data and calculation processes.

Provide expertise on the processes and systems around data and implementation work, particularly in relation to pension administration, legislative requirements, data migration, payroll reconciliation and business data standards.

Analyse requirements to scope/define client projects, ensuring estimated effort/costs are accurate.

Manage the completion and checking of both client project work and implementation work, ensuring any potential risk is flagged & mitigated.

Skills / Experience Required:For this Senior Pensions Analyst role you must have strong technical DB knowledge, from a background in pensions administration. Some people management experience is also required and you should also have previous projects and data analysis experience.

Additional Information:Salary for the Senior Pensions Analyst role is to £57,500 + professional study support and company pension. As mentioned above, the average working week would be 2 days office and 3 days WFH. Please apply below.

Apply for Senior Pensions Analyst

Job Title/Location: Senior IFA Administrator, Guildford

Salary: To £32,000 + benefits

Office/WFH: Fully office based

Requirements: At least 12 months previous IFA administration experience

Role Snapshot: A role exposing you to all product lines, across pensions, investments, life and protection – working closely with the IFA’s and Paraplanners, processing business and acting as a main client point of contact

This expanding IFA business is in the process of adding to their Support Team at the same time as introducing a new Paraplanning Team with the potential for this role to go down the Senior Administration and then Paraplanner route.

The Company/Team:This role, within an established IFA business, is open purely due to business growth and will see you add to the 4 IFA Administrators currently in this office of 15 with additional AR’s elsewhere.

The Role:This IFA Administrator role helps to support several Advisors as well as a Senior Administrator and Paraplanner, with other Paraplanners planned to add to that team in coming months. Key responsibilities include:

A point of contact for clients on behalf of the Financial Planners.

Processing all business in line with processes/procedures, collating AML documentation.

Prepare documentation, valuations, and reports for client meetings.

Process account applications, transfers, and new business submissions and service existing business which could include policy changes, fund switches and withdrawals.

Liaise with product providers and third parties to obtain information and manage client requests.

Maintain Letters of Authority and obtain necessary information from financial providers.

Skills / Experience Required:For this IFA Administrator opening, you must have at least 12 months IFA administration experience. A good understanding of MS Office is helpful, as would any previous exposure to Intelligent Office, but that is not essential. Really keen to find people with a ‘can do’ attitude, a team player, good attention to detail and you should also be a car driver.

Additional Information:The salary for the IFA Administrator post is to £32,000 + benefits and the chance to develop towards a Senior Administrator or Paraplanner role. Please apply below.

Apply for IFA Administrator

Job Title/Location: Senior IFA Administrator, Guildford

Salary: To £42,000 + benefits

Office/WFH: Fully office based

Requirements: Previous IFA administration experience

Role Snapshot: A varied role focusing most of your time on IFA Admin, but also 20% paraplanning involvement and 20% quality checking on 4 IFA Admin staff

This expanding IFA business is in the process of adding to their Support Team at the same time as introducing a new Paraplanning Team with the potential for this role to go down the Paraplanner route or admin team management.

The Company/Team:This role, within an established IFA business, is open purely due to business growth and will see you add to the 4 IFA Administrators currently in this office of 15 with additional AR’s elsewhere.

The Role:This Senior IFA Administrator role helps to support several Advisors as well as a Paraplanner, with other Paraplanners planned to add to that team in coming months. Key responsibilities include:

*A point of contact for clients on behalf of the Financial Planners.

*Processing all business in line with processes/procedures, collating AML documentation.

*Prepare documentation, valuations, and reports for client meetings.

*Process account applications, transfers, and new business submissions and service existing business which could include policy changes, fund switches and withdrawals.

*Liaise with product providers and third parties to obtain information and manage client requests.

*Draft detailed and robust suitability reports using provided tools, across a range of advice areas.

*Ensure all compliance, internal documents, and provider paperwork are completed accurately.

*Collaborate with the Advisers to discuss client objectives, gathering information required to prepare suitability reports.

*Periodically check work being completed through regular and spot checks on admin staff.

Skills / Experience Required:For this Senior IFA Administrator opening, you must have previous IFA administration experience. A good understanding of MS Office is helpful, as would any previous exposure to Intelligent Office, but that is not essential. Really keen to find people with a ‘can do’ attitude, a team player, good attention to detail and you should also be a car driver.

Additional Information:The salary for the Senior IFA Administrator post is to £42,000 + benefits and the chance to develop towards a Paraplanner role or indeed admin team management. Please apply below.

Apply for Senior IFA Administrator

• Job Title/Location:Pensions Analyst, Surrey/Hants border + WFH
• Salary:To £40,000
• Office/WFH:Office based 2 days p/w + 3 days p/w WFH
• Requirements:Strong technical DB knowledge is key, ideally with several years-experience in DB and DC administration. Strong numeracy, communication and MS Office skills also important
• Role Snapshot:Wide-ranging role involving data analysis, client projects and scheme implementations

Recent new scheme/business wins are leading to a number of new roles and expansion of current teams.

The Company:An established pensions business, recent industry award winners and recognised for their investment in people, so a good company to develop with long-term. Just under 200 people within the business, including 50 people working remotely.

The Role:The Pensions Analyst role will see you gathering and documenting requirements associated with the delivery of projects, systems developments and client implementations. You will work closely with project managers and system developers in order to deliver requirements. You must proactively consider and anticipate customer requirements as well as ensure system processes and data are of a high standard. Key responsibilities would include:

Analyse data effectively and accurately to ensure data integrity

Provide clear and concise reporting of data analysis for checking and issue to clients

Provide input to project scoping to ensure estimated effort & costs are as accurate as possible

Complete client project work in line with proposal documents to expected target dates and to meet revenue requirements, ensuring any potential risk is flagged

Provide input to implementation project scoping and tender responses

Provide expertise on the processes/systems around implementation, particularly relating to data migration, calculation set-up, image load and payroll reconciliation

Skills / Experience Required:For this Pensions Analyst role you must have strong technical DB knowledge, ideally strong DC knowledge gained from a background in pensions administration. You should also have strong communication, numeracy and MS Office skills. Any previous implementations, data analysis or business analysis skills would be viewed as a bonus.

Additional Information:Salary for the Pensions Analyst role is to £40,000 + professional study support and company pension. As mentioned above, the average working week would be 2 days office and 3 days WFH. Please apply below.

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