Are you a pension administrator with a knowledge of pension calculations who likes the idea of being cross trained to be a computer programmer. We are looking to recruit someone who understands pension calculations and the business processes involved in this area of the pensions business. My client is looking to offer training as an IT developer to someone who can bring this business knowledge into the IT team. If sucessful you will be trained as an IT developer using the mainstream and very much in demand programming technologies of .Net C#. and C#. If you have experience with SQL and/ or VBA or have helped with UAT on a pensions administration system that would be an advantage. However the key criteria is the operational knowledge of pensions administration and ideally pension calculation. In addition you should be a person who likes to know how things work, why things are done a particular way and someone who like to look for a better way to do things. This is an opportunity to use your business knowledge in Pensions Administration / pension calculation to launch a new career in the challenging and lucrative field of IT Development and programming. If successful you will be joining an open and collaberative IT team during a period of substantial growth working on business critiacal projects. Are you a pension administrator with a knowledge of pension calculations who likes the idea of being cross trained to be a computer programmer. We are looking to recruit someone who understands pension calculations and the business processes involved in this area of the pensions business. My client is looking to offer training as an IT developer to someone who can bring this business knowledge into the IT team. If sucessful you will be trained as an IT developer using the mainstream and very much in demand programming technologies of .Net C#. and C#. If you have experience with SQL and/ or VBA or have helped with UAT on a pensions administration system that would be an advantage. However the key criteria is the operational knowledge of pensions administration and ideally pension calculation. In addition you should be a person who likes to know how things work, why things are done a particular way and someone who like to look for a better way to do things. This is an opportunity to use your business knowledge in Pensions Administration / pension calculation to launch a new career in the challenging and lucrative field of IT Development and programming. If successful you will be joining an open and collaberative IT team during a period of substantial growth working on business critiacal projects. Eligo Recruitment is acting as an Employment Business in relation to this vacancy. Eligo is proud to be an equal opportunity employer dedicated to fostering diversity and creating an inclusive and equitable environment for employees and applicants. We actively celebrate and embrace differences, including but not limited to race, colour, religion, sex, sexual orientation, gender identity, national origin, veteran status, and disability. We encourage applications from individuals of all backgrounds and experiences and all will be considered for employment without discrimination. At Eligo Recruitment diversity, equity and inclusion is integral to achieving our mission to ensure every workplace reflects the richness of human diversity.
Apr 20, 2024
Full time
Are you a pension administrator with a knowledge of pension calculations who likes the idea of being cross trained to be a computer programmer. We are looking to recruit someone who understands pension calculations and the business processes involved in this area of the pensions business. My client is looking to offer training as an IT developer to someone who can bring this business knowledge into the IT team. If sucessful you will be trained as an IT developer using the mainstream and very much in demand programming technologies of .Net C#. and C#. If you have experience with SQL and/ or VBA or have helped with UAT on a pensions administration system that would be an advantage. However the key criteria is the operational knowledge of pensions administration and ideally pension calculation. In addition you should be a person who likes to know how things work, why things are done a particular way and someone who like to look for a better way to do things. This is an opportunity to use your business knowledge in Pensions Administration / pension calculation to launch a new career in the challenging and lucrative field of IT Development and programming. If successful you will be joining an open and collaberative IT team during a period of substantial growth working on business critiacal projects. Are you a pension administrator with a knowledge of pension calculations who likes the idea of being cross trained to be a computer programmer. We are looking to recruit someone who understands pension calculations and the business processes involved in this area of the pensions business. My client is looking to offer training as an IT developer to someone who can bring this business knowledge into the IT team. If sucessful you will be trained as an IT developer using the mainstream and very much in demand programming technologies of .Net C#. and C#. If you have experience with SQL and/ or VBA or have helped with UAT on a pensions administration system that would be an advantage. However the key criteria is the operational knowledge of pensions administration and ideally pension calculation. In addition you should be a person who likes to know how things work, why things are done a particular way and someone who like to look for a better way to do things. This is an opportunity to use your business knowledge in Pensions Administration / pension calculation to launch a new career in the challenging and lucrative field of IT Development and programming. If successful you will be joining an open and collaberative IT team during a period of substantial growth working on business critiacal projects. Eligo Recruitment is acting as an Employment Business in relation to this vacancy. Eligo is proud to be an equal opportunity employer dedicated to fostering diversity and creating an inclusive and equitable environment for employees and applicants. We actively celebrate and embrace differences, including but not limited to race, colour, religion, sex, sexual orientation, gender identity, national origin, veteran status, and disability. We encourage applications from individuals of all backgrounds and experiences and all will be considered for employment without discrimination. At Eligo Recruitment diversity, equity and inclusion is integral to achieving our mission to ensure every workplace reflects the richness of human diversity.
My NHS client is looking for a pension s administrator to join their team. SO14 Southampton Shift Model - Mainly from home. One or two office visits per month. Shift timings- flexi time Monday to Friday. 11.76 per hour Role Overview Responsible for the delivery of accurate payments to staff and police officers, both weekly and monthly for a defined part of the total payroll, ensuring legislation, Terms & Conditions of Service and other Statutory and Local agreements are processed correctly. Responsible for the completion of a timely and accurate payroll within defined timescales, ensuring confidentiality of staff records at all times. Key Responsibilities Work within the guidelines of our Service Delivery and Client policies and procedures, ensuring that Audit requirements are met at all times and deadlines are strictly adhered to Responsible for dealing effectively with queries from customers both internal and external, both by telephone or email, at all times conveying a professional and efficient attitude and pass any contentious calls to the Payroll Management team abiding by Sopra Steria/Client policies and procedures Reporting to the Payroll Manager for all aspects of payroll work, ensuring the continued smooth and effective running of the section and that all targets are met within defined deadlines Responsible for ensuring that all National or Local payroll changes are dealt with in accordance with requirements, and that all customers are able to understand the changes that affect their pay Responsible for ensuring that all documentation relating to statutory legislation and Terms & Conditions of service is kept up to date and is easily accessible to the rest of the team Verify written responses to queries from staff, Clients and external agencies Validation of other payroll officer's temporary and permanent alterations to staff records. Ensure and validate that appropriate checking mechanisms are in place for other members of the team. Ensure that all manual under/overpayments are valid and correctly calculated and payments raised (if appropriate) on a timely basis Responsible for the completion of all basic payroll output for allocated payrolls and some higher level activities under the direction of the Payroll or Service Manager. May be asked to undertake reconciliation of General Ledger postings, raising payment requests for Third Parties, reconciliation of HMRC submissions for compliance reasons and raising of journal requests as a specific role. To applu please send cv s
Apr 20, 2024
Seasonal
My NHS client is looking for a pension s administrator to join their team. SO14 Southampton Shift Model - Mainly from home. One or two office visits per month. Shift timings- flexi time Monday to Friday. 11.76 per hour Role Overview Responsible for the delivery of accurate payments to staff and police officers, both weekly and monthly for a defined part of the total payroll, ensuring legislation, Terms & Conditions of Service and other Statutory and Local agreements are processed correctly. Responsible for the completion of a timely and accurate payroll within defined timescales, ensuring confidentiality of staff records at all times. Key Responsibilities Work within the guidelines of our Service Delivery and Client policies and procedures, ensuring that Audit requirements are met at all times and deadlines are strictly adhered to Responsible for dealing effectively with queries from customers both internal and external, both by telephone or email, at all times conveying a professional and efficient attitude and pass any contentious calls to the Payroll Management team abiding by Sopra Steria/Client policies and procedures Reporting to the Payroll Manager for all aspects of payroll work, ensuring the continued smooth and effective running of the section and that all targets are met within defined deadlines Responsible for ensuring that all National or Local payroll changes are dealt with in accordance with requirements, and that all customers are able to understand the changes that affect their pay Responsible for ensuring that all documentation relating to statutory legislation and Terms & Conditions of service is kept up to date and is easily accessible to the rest of the team Verify written responses to queries from staff, Clients and external agencies Validation of other payroll officer's temporary and permanent alterations to staff records. Ensure and validate that appropriate checking mechanisms are in place for other members of the team. Ensure that all manual under/overpayments are valid and correctly calculated and payments raised (if appropriate) on a timely basis Responsible for the completion of all basic payroll output for allocated payrolls and some higher level activities under the direction of the Payroll or Service Manager. May be asked to undertake reconciliation of General Ledger postings, raising payment requests for Third Parties, reconciliation of HMRC submissions for compliance reasons and raising of journal requests as a specific role. To applu please send cv s
Office Angels have partnered with a fantastic company who are looking to recruit a Senior Pensions Administrator to join an established team. This company have a fantastic reputation within their field & outstanding employee feedback. If you have a background in Pensions Administration then this could be the perfect position for you Role: Senior Pensions Administrator Location: Sheffield (hybrid working available 2 days in the office, 3 days remote) Contract: Full time Permanent Salary & benefits: Up to 40,000+ 33 days holiday, hybrid working, study and progression opportunities, free parking & more! The main duties will include - To be the main point of contact for allocated clients and ensuring administration services are provided to a high standard To delegate work to Pensions Administrators as appropriate To check the work of Pensions Administrator and other Senior Pensions Administrators Monitor due dates to ensure service levels are being adhered to To act as a support to Pensions Administrators with training Implementing and running of existing group pensions Handling client and CRM queries relating to new and existing pensions Process the anti-money laundering requirements Create and maintain client files and records electronically and in paper Manage and chase outstanding data and information. Desired experience - Experience working as a Pensions Administrator is essential for this role Numerical and analytical ability Experience in manual calculations Experience of working with different pension types Understanding of lifetime allowance Understanding of accrual rate Understanding of V Lookup and Pivot tables Willing to study to gain pensions specific qualifications Next steps - Interviews available immediately so do not delay in applying! If you require further support please contact Jess Nortrop on (url removed) Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Apr 20, 2024
Full time
Office Angels have partnered with a fantastic company who are looking to recruit a Senior Pensions Administrator to join an established team. This company have a fantastic reputation within their field & outstanding employee feedback. If you have a background in Pensions Administration then this could be the perfect position for you Role: Senior Pensions Administrator Location: Sheffield (hybrid working available 2 days in the office, 3 days remote) Contract: Full time Permanent Salary & benefits: Up to 40,000+ 33 days holiday, hybrid working, study and progression opportunities, free parking & more! The main duties will include - To be the main point of contact for allocated clients and ensuring administration services are provided to a high standard To delegate work to Pensions Administrators as appropriate To check the work of Pensions Administrator and other Senior Pensions Administrators Monitor due dates to ensure service levels are being adhered to To act as a support to Pensions Administrators with training Implementing and running of existing group pensions Handling client and CRM queries relating to new and existing pensions Process the anti-money laundering requirements Create and maintain client files and records electronically and in paper Manage and chase outstanding data and information. Desired experience - Experience working as a Pensions Administrator is essential for this role Numerical and analytical ability Experience in manual calculations Experience of working with different pension types Understanding of lifetime allowance Understanding of accrual rate Understanding of V Lookup and Pivot tables Willing to study to gain pensions specific qualifications Next steps - Interviews available immediately so do not delay in applying! If you require further support please contact Jess Nortrop on (url removed) Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
PwC continues to invest and grow our Workforce business across the UK. This is an exciting opportunity to join our rapidly growing pensions team as a Defined Contribution (DC) pensions specialist, working closely with our Employee Benefits, DB pension consulting and Risk & Regulation teams. Our DC Pensions team sits within our Workforce network, as part of our wider Tax and Legal practice. Workforce is built up of specialist teams who provide advice and support to manage organisational and people challenges, delivering tailored solutions to each of our clients. The DC and benefits landscape is constantly changing. Your knowledge will help high-profile organisations, entrepreneurs and family businesses understand complex rules and make informed decisions of the impacts on their employees. You'll help clients develop and implement their pension strategy or benefit schemes, design plans to help employees save for retirement and increase levels of engagement and education within their wider employee population. You'll experience a unique opportunity to develop your career as you support corporate clients in a variety of ways, helping them solve complex and technical issues as well as advising on the overall design/provision of their pension offering. As a Senior Manager within the business, you'll have the opportunity to influence the shape of the business, including proposition development and leadership. You will actively contribute to the growth of the business and drive new revenue streams. As part of the team you'll be actively encouraged to consult, to share specialist knowledge and new ideas as we continue to innovate to deliver best in class service. Responsibilities include the following; Lead the delivery of defined contribution pensions and potentially wider employee benefits projects to a broad range of different clients. You will manage a portfolio of existing clients, dealing with all client activity, review/preparation of reports, communications, provider contracting terms, etc. Maintain regular client contact, acting as a primary point of contact or point of escalation. Delegate work to Managers and Senior Associates within the Workforce team, providing relevant training, ongoing support and personal development. Use your initiative and liaise effectively with other consultants, playing a key role in managing and developing all clients. You will also have the opportunity to contribute towards the growth of the business, influencing propositions, leading/driving client campaigns and leading/developing initiatives to increase our market share. Manage ongoing relationships with the pension providers, act as a main point of contact and monitor activity. Sharing knowledge within the team. Develop and manage ongoing relationships within PwC, across the pensions network, Workforce and beyond to grow a pipeline of opportunities and develop your personal network. Undertake internal risk management activity to support new projects, working with the Client Administrators to ensure all risk is maintained. Ensure compliance with internal processes including any FCA regulated activity.
Apr 20, 2024
Full time
PwC continues to invest and grow our Workforce business across the UK. This is an exciting opportunity to join our rapidly growing pensions team as a Defined Contribution (DC) pensions specialist, working closely with our Employee Benefits, DB pension consulting and Risk & Regulation teams. Our DC Pensions team sits within our Workforce network, as part of our wider Tax and Legal practice. Workforce is built up of specialist teams who provide advice and support to manage organisational and people challenges, delivering tailored solutions to each of our clients. The DC and benefits landscape is constantly changing. Your knowledge will help high-profile organisations, entrepreneurs and family businesses understand complex rules and make informed decisions of the impacts on their employees. You'll help clients develop and implement their pension strategy or benefit schemes, design plans to help employees save for retirement and increase levels of engagement and education within their wider employee population. You'll experience a unique opportunity to develop your career as you support corporate clients in a variety of ways, helping them solve complex and technical issues as well as advising on the overall design/provision of their pension offering. As a Senior Manager within the business, you'll have the opportunity to influence the shape of the business, including proposition development and leadership. You will actively contribute to the growth of the business and drive new revenue streams. As part of the team you'll be actively encouraged to consult, to share specialist knowledge and new ideas as we continue to innovate to deliver best in class service. Responsibilities include the following; Lead the delivery of defined contribution pensions and potentially wider employee benefits projects to a broad range of different clients. You will manage a portfolio of existing clients, dealing with all client activity, review/preparation of reports, communications, provider contracting terms, etc. Maintain regular client contact, acting as a primary point of contact or point of escalation. Delegate work to Managers and Senior Associates within the Workforce team, providing relevant training, ongoing support and personal development. Use your initiative and liaise effectively with other consultants, playing a key role in managing and developing all clients. You will also have the opportunity to contribute towards the growth of the business, influencing propositions, leading/driving client campaigns and leading/developing initiatives to increase our market share. Manage ongoing relationships with the pension providers, act as a main point of contact and monitor activity. Sharing knowledge within the team. Develop and manage ongoing relationships within PwC, across the pensions network, Workforce and beyond to grow a pipeline of opportunities and develop your personal network. Undertake internal risk management activity to support new projects, working with the Client Administrators to ensure all risk is maintained. Ensure compliance with internal processes including any FCA regulated activity.
Who are Diligenta? Our vision is to be acknowledged as Best in-class Platform based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do, and our aim is to transform our clients' operations. A business that has been described as 'home' by existing employees, we drive a culture that is founded on positive change and development. The Opportunity: The role holder is part of the Finance operations team, dealing with treasury, banking and reconciliations processes, for clients including Aviva and Phoenix. The job holder is primarily involved in: checking and releasing payment and premium collection files for client defined FCA Important Business Services; checking daily banking transactions for other team members; completion of monthly and quarterly reconciliation tasks including VAT returns; and working as part of the wider Operations Finance team, covering across sites and clients when required. You'll be: Ensuring the payment files for Important Business Services across clients are completed within agreed timescales, avoiding customer detriment. Ensuring SIPP client banking transactions are completed within agreed timescales. This includes authorisation of movements to and from client BoS accounts, authorisation Bank of Scotland records for new SIPP client accounts, monthly reconciliation of the SIPP self-investment controls accounts, general ledger entries and reconciliation monitoring system (ARCS) returns and completion of VAT returns. Completing the projects or process improvements within agreed timescales to the standard required, including completion of business requirements, identifying systems access required, completion of access requests, liaising with the project team, Finance Change CoE, clients or other third parties. Responsible for maintaining existing process guides and standards on the team, this includes maintaining knowledge and understanding of IBS related payment file processes across multiple clients. Responsible for ensuring that quality records are completed for all non 100% checked tasks, maintain accreditation and quality records for the team, complete sample quality audits for other tasks allocated to you, provide timely feedback to team members and identify follow up training required. You should apply if you: Have excellent numeracy skills, accuracy and attention to detail and communication skills, including ability to communicate clearly with the Major incident team and senior managers across clients (eg. when there are delays with payment files) Have proficiency in Microsoft applications (especially MS Excel) Have banking knowledge, including understanding BACS rules for direct debits and direct credits, understanding of credit cards, and other payment methods. Have knowledge of BaNCS. Are proactive and self-driven. Are flexible to travel to Liverpool for work. The Perks: 23 days holidays + 8 bank holidays Discretionary annual bonus Company pension scheme membership Gain professional accreditation on completion at no extra cost through our bespoke 24/7 professionally accredited online learning and development tools. Access to our Confidential Helpline is available to be used by you and your family.
Apr 20, 2024
Full time
Who are Diligenta? Our vision is to be acknowledged as Best in-class Platform based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do, and our aim is to transform our clients' operations. A business that has been described as 'home' by existing employees, we drive a culture that is founded on positive change and development. The Opportunity: The role holder is part of the Finance operations team, dealing with treasury, banking and reconciliations processes, for clients including Aviva and Phoenix. The job holder is primarily involved in: checking and releasing payment and premium collection files for client defined FCA Important Business Services; checking daily banking transactions for other team members; completion of monthly and quarterly reconciliation tasks including VAT returns; and working as part of the wider Operations Finance team, covering across sites and clients when required. You'll be: Ensuring the payment files for Important Business Services across clients are completed within agreed timescales, avoiding customer detriment. Ensuring SIPP client banking transactions are completed within agreed timescales. This includes authorisation of movements to and from client BoS accounts, authorisation Bank of Scotland records for new SIPP client accounts, monthly reconciliation of the SIPP self-investment controls accounts, general ledger entries and reconciliation monitoring system (ARCS) returns and completion of VAT returns. Completing the projects or process improvements within agreed timescales to the standard required, including completion of business requirements, identifying systems access required, completion of access requests, liaising with the project team, Finance Change CoE, clients or other third parties. Responsible for maintaining existing process guides and standards on the team, this includes maintaining knowledge and understanding of IBS related payment file processes across multiple clients. Responsible for ensuring that quality records are completed for all non 100% checked tasks, maintain accreditation and quality records for the team, complete sample quality audits for other tasks allocated to you, provide timely feedback to team members and identify follow up training required. You should apply if you: Have excellent numeracy skills, accuracy and attention to detail and communication skills, including ability to communicate clearly with the Major incident team and senior managers across clients (eg. when there are delays with payment files) Have proficiency in Microsoft applications (especially MS Excel) Have banking knowledge, including understanding BACS rules for direct debits and direct credits, understanding of credit cards, and other payment methods. Have knowledge of BaNCS. Are proactive and self-driven. Are flexible to travel to Liverpool for work. The Perks: 23 days holidays + 8 bank holidays Discretionary annual bonus Company pension scheme membership Gain professional accreditation on completion at no extra cost through our bespoke 24/7 professionally accredited online learning and development tools. Access to our Confidential Helpline is available to be used by you and your family.
Eventus Recruitment are seeking an experienced IFA Administrator to join a successful IFA / Financial Planning business based in Bolton, Greater Manchester. This is a great job opportunity to join an established and successful company with big growth plans. You will benefit from a supportive team, hybrid working with 2 days remote, 15% annual loyalty bonus and an excellent pension. Role responsibilities: The incoming IFA Administrator will have previous experience working in an IFA Practice / Financial Planning Firm and will ideally have some pensions knowledge at an administrative level. Key tasks will include: Support the day-to-day operations for advisers Liaise with clients to help with any questions and queries and booking in review meetings as appropriate Liaise with third parties to provide information on clients plans & using checklists to ensure all information has been provided once received and chasing up outstanding information Obtain quotations from product providers and provide illustrations and product information to the Advisers as required Prepare files including: compliance required documentation; research; illustrations; supporting documentation, prior to sale Ensure that files are complete post-sale with all required client identification documentation and necessary application forms Maintain accurate client information, files/records, ensuring that clients are placed into a review system as agreed with the Adviser Prepare portfolio valuations as requested Process new business applications and fund switches Attend and contribute to regular update meetings with the Administration Team Manager Project a professional image in both appearance and attitude and provide quality support on time to agreed standards Support the practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with practice and regulatory standards Maintain technical competence at an appropriate level to meet the requirements of the role Maintain a good working relationship with colleagues, clients and third parties. Person specification: The successful IFA Administrator will have a broad range of skills and attributes to help them excel in their new role: Previous experience in an administration role (IFA / Financial Planning firm / financial services) Experience of setting up and maintaining systems, processes and procedures Comfortable with/experienced in using electronic (client) data systems Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly; Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel) Good organisation skills Attention to detail Manages time effectively with the ability to multi-task Keeps calm when faced with conflicting demands and handles these effectively Demonstrates a positive attitude at all times Works well on own tasks as well as on shared goals as part of a team Open to change with a creative approach to problem solving Benefits and rewards: The incoming Financial Planning / IFA Administrator will benefit from working within a professional and friendly office where there is a real team-spirit culture. In addition, you will be awarded with the following employee benefits: 25 days holiday plus bank holidays Hybrid working options with 2 days of remote working a week Bonus scheme Excellent Pension About the company: A market leading Financial Planning Firm in Bolton, Greater Manchester offering a broad range of Financial Planning offerings The company shows a keen interest in the wellbeing of employees and are large enough to offer progression pathways to ambitious individuals. They recognise the importance of a healthy work/life balance and offer hybrid working to all staff. Next Steps: Apply now if your skills and experience align with this IFA Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
Apr 19, 2024
Full time
Eventus Recruitment are seeking an experienced IFA Administrator to join a successful IFA / Financial Planning business based in Bolton, Greater Manchester. This is a great job opportunity to join an established and successful company with big growth plans. You will benefit from a supportive team, hybrid working with 2 days remote, 15% annual loyalty bonus and an excellent pension. Role responsibilities: The incoming IFA Administrator will have previous experience working in an IFA Practice / Financial Planning Firm and will ideally have some pensions knowledge at an administrative level. Key tasks will include: Support the day-to-day operations for advisers Liaise with clients to help with any questions and queries and booking in review meetings as appropriate Liaise with third parties to provide information on clients plans & using checklists to ensure all information has been provided once received and chasing up outstanding information Obtain quotations from product providers and provide illustrations and product information to the Advisers as required Prepare files including: compliance required documentation; research; illustrations; supporting documentation, prior to sale Ensure that files are complete post-sale with all required client identification documentation and necessary application forms Maintain accurate client information, files/records, ensuring that clients are placed into a review system as agreed with the Adviser Prepare portfolio valuations as requested Process new business applications and fund switches Attend and contribute to regular update meetings with the Administration Team Manager Project a professional image in both appearance and attitude and provide quality support on time to agreed standards Support the practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with practice and regulatory standards Maintain technical competence at an appropriate level to meet the requirements of the role Maintain a good working relationship with colleagues, clients and third parties. Person specification: The successful IFA Administrator will have a broad range of skills and attributes to help them excel in their new role: Previous experience in an administration role (IFA / Financial Planning firm / financial services) Experience of setting up and maintaining systems, processes and procedures Comfortable with/experienced in using electronic (client) data systems Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly; Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel) Good organisation skills Attention to detail Manages time effectively with the ability to multi-task Keeps calm when faced with conflicting demands and handles these effectively Demonstrates a positive attitude at all times Works well on own tasks as well as on shared goals as part of a team Open to change with a creative approach to problem solving Benefits and rewards: The incoming Financial Planning / IFA Administrator will benefit from working within a professional and friendly office where there is a real team-spirit culture. In addition, you will be awarded with the following employee benefits: 25 days holiday plus bank holidays Hybrid working options with 2 days of remote working a week Bonus scheme Excellent Pension About the company: A market leading Financial Planning Firm in Bolton, Greater Manchester offering a broad range of Financial Planning offerings The company shows a keen interest in the wellbeing of employees and are large enough to offer progression pathways to ambitious individuals. They recognise the importance of a healthy work/life balance and offer hybrid working to all staff. Next Steps: Apply now if your skills and experience align with this IFA Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
Do you have experience working as an Administrator? Our wonderful client based in Woking are looking for an Administrator. This role would be checking emails, dealing with pensions and assisting with HR and payroll. If you have administrative experience, have great communication skills and an excellent telephone manner then this could be the role for you. The role of Administrator involves: Assisting with HR and payroll Dealing with pension queries Checking emails regularly Answering incoming calls Liasing with clients Attend meeting with clients Stock take and ordering stationary Support office manager and health and safety The ideal Administrator will: Administration experience Pension experience is highly advantageous Great communication skills Excellent team player Please apply for more information on this great opportunity.
Apr 19, 2024
Full time
Do you have experience working as an Administrator? Our wonderful client based in Woking are looking for an Administrator. This role would be checking emails, dealing with pensions and assisting with HR and payroll. If you have administrative experience, have great communication skills and an excellent telephone manner then this could be the role for you. The role of Administrator involves: Assisting with HR and payroll Dealing with pension queries Checking emails regularly Answering incoming calls Liasing with clients Attend meeting with clients Stock take and ordering stationary Support office manager and health and safety The ideal Administrator will: Administration experience Pension experience is highly advantageous Great communication skills Excellent team player Please apply for more information on this great opportunity.
A career in our Actuarial Non-Life Services practice, within Actuarial Services, will provide you with the opportunity to contribute general insurance advice and consulting services to clients such as insurers, banks, regulators, and third-party administrators. You'll provide advice covering solvency, economic capital, risk management, mergers and acquisitions, company restructuring and risk control, financial modelling, underwriting, new legislation, and the efficiency of claims or reporting processes. Simply put, you might help analyse the impact that new regulation will have on an insurance company's balance sheet, or you could be revising businesses' projections and making sure they have adequate reserves. Our team advises clients in the general insurance and non-insurance industries on regulatory updates and business risks from natural catastrophes to mortgage defaults. We develop comprehensive risk analysis and mathematical models to help organisations enhance their business forecasting capabilities, limit their risks, and use their data informatively to make better strategic business decisions. About the role Our clients trust us to provide well informed and insightful challenges to their business, and the models they use to inform decision making. Our successful Risk & Capital proposition is growing fast - responding to client challenges in the face of changing regulation and cyclical pressures with increasing demand to help clients understand their risks more quantitatively and how this impacts on their capital and growth plans. We are currently seeking a Senior Associate to help us with our successful & expanding risk & capital proposition and support our wider Non-Life offering, which includes: Catastrophe Risk Reserving & Pricing Exposure Management Deals IFRS17 Cyber, Climate, and ESG As a Senior Associate, you'll work as part of a team of problem solvers, delivering a wide range of assignments where you'll interact with clients. You'll also have the opportunity to work in multidisciplinary teams and/or with people from our network firms overseas. Essential Requirements: You will likely be working towards an Actuarial or similar qualification, or; From a strong quantitative background Experience in risk and capital modelling (for example, model development and implementation, or model validation), Experience with Solvency II internal models, risk management, or software packages such as Igloo, ReMetrica,Tyche, or other actuarial areas such as reserving & pricing. You may have modelling experience from a different background, such as Life or Pensions, and be looking to further your career elsewhere. We are looking for individuals with relevant experience who are able to work well as part of a team and who are responsible, agile, clear-thinking, self-motivated and good communicators. About PwC One of the world's leading professional services organisations. From 158 countries, we help our clients, some of the most successful organisations on the globe, as well as its most dynamic entrepreneurs and thriving private businesses, to create the value they want. We help to measure, protect, and enhance the things that matter most to them. About The Practice The PwC Actuarial Services practice comprises over 250 partners and staff. With offices in London, Edinburgh, Manchester, Bristol and Mumbai, our consultants focus on non-life, life, banking, and non-insurance, led by a twelve strong partner team. This makes us the largest actuarial practice within the large accounting firms. We play the leading role in the 800 strong actuarial community in PwC worldwide. We are planning to expand against a background of high client demand for our services; We have unrivalled client base and breadth of project types, and we provide support to clients in relation to all aspects of general insurance including reserving, Solvency II, corporate restructuring and liability management, mergers & acquisitions and IPOs, financial modelling, risk management solutions, audit support and IFRS 17, both in the UK and across Continental Europe. Recognised as one of the leaders in the development of Solvency II best practice in the UK and we are building a strong platform as a post-Solvency II business. Our clients include all the leading UK insurers and European multinationals. We have a strong sense of culture developed over our 25-year history. The skills we look for in future employees. All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, 'The PwC Professional' and are made up of five core attributes; whole leadership, technical capabilities, business acumen, global acumen and relationships. Learn more here: The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture:
Apr 19, 2024
Full time
A career in our Actuarial Non-Life Services practice, within Actuarial Services, will provide you with the opportunity to contribute general insurance advice and consulting services to clients such as insurers, banks, regulators, and third-party administrators. You'll provide advice covering solvency, economic capital, risk management, mergers and acquisitions, company restructuring and risk control, financial modelling, underwriting, new legislation, and the efficiency of claims or reporting processes. Simply put, you might help analyse the impact that new regulation will have on an insurance company's balance sheet, or you could be revising businesses' projections and making sure they have adequate reserves. Our team advises clients in the general insurance and non-insurance industries on regulatory updates and business risks from natural catastrophes to mortgage defaults. We develop comprehensive risk analysis and mathematical models to help organisations enhance their business forecasting capabilities, limit their risks, and use their data informatively to make better strategic business decisions. About the role Our clients trust us to provide well informed and insightful challenges to their business, and the models they use to inform decision making. Our successful Risk & Capital proposition is growing fast - responding to client challenges in the face of changing regulation and cyclical pressures with increasing demand to help clients understand their risks more quantitatively and how this impacts on their capital and growth plans. We are currently seeking a Senior Associate to help us with our successful & expanding risk & capital proposition and support our wider Non-Life offering, which includes: Catastrophe Risk Reserving & Pricing Exposure Management Deals IFRS17 Cyber, Climate, and ESG As a Senior Associate, you'll work as part of a team of problem solvers, delivering a wide range of assignments where you'll interact with clients. You'll also have the opportunity to work in multidisciplinary teams and/or with people from our network firms overseas. Essential Requirements: You will likely be working towards an Actuarial or similar qualification, or; From a strong quantitative background Experience in risk and capital modelling (for example, model development and implementation, or model validation), Experience with Solvency II internal models, risk management, or software packages such as Igloo, ReMetrica,Tyche, or other actuarial areas such as reserving & pricing. You may have modelling experience from a different background, such as Life or Pensions, and be looking to further your career elsewhere. We are looking for individuals with relevant experience who are able to work well as part of a team and who are responsible, agile, clear-thinking, self-motivated and good communicators. About PwC One of the world's leading professional services organisations. From 158 countries, we help our clients, some of the most successful organisations on the globe, as well as its most dynamic entrepreneurs and thriving private businesses, to create the value they want. We help to measure, protect, and enhance the things that matter most to them. About The Practice The PwC Actuarial Services practice comprises over 250 partners and staff. With offices in London, Edinburgh, Manchester, Bristol and Mumbai, our consultants focus on non-life, life, banking, and non-insurance, led by a twelve strong partner team. This makes us the largest actuarial practice within the large accounting firms. We play the leading role in the 800 strong actuarial community in PwC worldwide. We are planning to expand against a background of high client demand for our services; We have unrivalled client base and breadth of project types, and we provide support to clients in relation to all aspects of general insurance including reserving, Solvency II, corporate restructuring and liability management, mergers & acquisitions and IPOs, financial modelling, risk management solutions, audit support and IFRS 17, both in the UK and across Continental Europe. Recognised as one of the leaders in the development of Solvency II best practice in the UK and we are building a strong platform as a post-Solvency II business. Our clients include all the leading UK insurers and European multinationals. We have a strong sense of culture developed over our 25-year history. The skills we look for in future employees. All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, 'The PwC Professional' and are made up of five core attributes; whole leadership, technical capabilities, business acumen, global acumen and relationships. Learn more here: The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture:
About Abbott Abbott is a global healthcare leader, creating breakthrough science to improve people's health. We're always looking towards the future, anticipating changes in medical science and technology. The Opportunity This position works out of our Maidenhead location in the Corporate Financial Services division. MAIN PURPOSE OF JOB Leads the in-house Pensions Team providing support and information to Company Management, the Trustee Directors and all active members of both pension schemes across multiple sites and business divisions. This involves ensuring that adequate support is in place to support members transitioning as a result of corporate acquisitions or divestments within a complex corporate group and to members seeking to understand their options as they approach retirement. Actively supports the UK entity and the Trustee in the relationship with the US parent company in relation to Treasury and HR functions. The role acts as Secretary to the Trustee of the Abbott Laboratories Pension Fund (1966), supporting the Chairman of the Trustee in taking decisive action to deliver the objectives of the Board. This encompasses the ownership of multiple relationships with key professional advisors and management of a budget in excess of £2 million. Acts as a technical expert in support of both the Trustee Board and the Company. This includes leading the continuous assessment of the requirements of pension schemes due to the evolving regulatory environment and the implications of pensions tax regulations on individuals in a changing environment. This position leads, manages and directs all elements of pension administration and communication for the Abbott Laboratories Pension Fund (1966), dealing with around 4,000 members. This position leads, manages and directs all elements of pension administration and communication for Abbott Retirement Saver (2015) including automatic enrolment of all new hires, dealing with over 1,700 employees who are members. KNOWLEDGE AND EXPERIENCE Extensive experience of managing all aspects of both DB and DC pension funds including acting as Secretary to the Trustee. Ability to communicate effectively at all levels within a complex corporate environment. Significant project management experience. Thorough understanding of personal taxation as it relates to pensions and specifically high earners. Professional qualification to APMI or equivalent with membership of PMI. ACCOUNTABILITIES Manages all aspects of governance, support and delivery for the Trustee Board through the role of Secretary to the Trustee, including preparing, running and minuting Trustee Meetings. Leads representation in all key relationships with professional advisors to both the Trustee and the Company. Seeks and evaluates expert technical advice to deliver structured and targeted support to decision makers. Monitors administration performance against service level agreements and ensures all member issues are resolved in a timely fashion. Leads in the production of all member communications for the Abbott Laboratories Pension Fund (1966) seeking appropriate input from third party experts, internal stakeholders and the Trustee Board. Ensures consistent high quality of communication content and presentation through a rigorous review process, including oversight of the scheme website and its frequent updates. Leads the relationship with the provider of the Abbott Retirement Saver (2015) to optimise member communications within the constraints of operating within a Master Trust, including the content of the scheme website and of the members' guides for the employees of the various employers. Ensures compliance with applicable legislation, regulation and Regulator guidance maintaining an up to date knowledge in these areas including the delivery and coordination of all necessary training for the Trustee Board. Responsible for ensuring adequate internal financial controls and administrative procedures are maintained throughout the pensions function. Responsible for ensuring that the Trustee's Annual Report and Accounts is prepared, audited and signed off within the statutory deadline. Leads the Trustee Board in operating Integrated Risk Management, including ensuring that there is an adequate covenant review driving the Trustee Board's approach to funding and investment matters. Leads the regular review of the Trustee Risk Register and proactively addresses issues identified. Partners with HR and Payroll in benefit design and administration issues to ensure all appropriate administration and tax considerations have been captured. Leads the review of the Company's pension provision and of features of the two pension schemes. Evaluates the impact of changes in taxation and provides recommendations to address strategic challenges. Leads and directs all activities of the pensions office staff ensuring adequate resourcing, training and development of key personnel. Manages the activities of the third party administrator of the Abbott Laboratories Pension Fund (1966) and of the provider of the Abbott Retirement Saver (2015). Drives achievement of optimal levels of operational and administrative support for members of both schemes. Coordinates and evaluates detailed technical analysis in support of funding issues arising from triennial actuarial valuations. This support is provided to both the Finance Director and the Trustee and it is critical that the jobholder must be able to remain independent and manage any tension between responsibilities to the Company and to the Trustee. Budgetary responsibility for management of Trustee expenditure exceeding £2 million annually. Negotiates with key providers to ensure value for money and conducts supplier evaluations and tender exercises as required. Oversees the application of the Trustee Internal Dispute Resolution procedure for the Abbott Laboratories Pension Fund (1966) to ensure any member complaints are dealt with quickly and appropriately. Raises any member issues with the Provider of the Abbott Retirement Saver (2015) and ensures that they are resolved effectively. Oversees automatic enrolment and automatic re-enrolment to ensure that all Abbott employers in the UK comply with their duties and that compliance is registered with The Pensions Regulator. Manages the annual renewal processes following every annual pay review, including calculation and supply of the necessary earnings data for Mercer. Manages the checking and where necessary corrections of the benefit statement data generated by Mercer. Liaises as required with EY, providing them with information and documentation which they use in connection with the annual Corporate audit. Proactively identifies pension related issues creating opportunities or requiring decisions from the Company and the Trustee, making recommendations and where appropriate ensuring that appropriate professional advice is given. Maintains a quarterly breakdown of actual spending v budget for the Trustee. Completes the quarterly survey required by the Office for National Statistics. Carries out other tasks and duties as and when required. DECISION MAKING AUTHORITY Direction of UK Pension operations. Leads multiple relationships with professional advisors. Leads the management of Trustee Board activities and delivers Trustee objectives. Approves, within specified parameters, payments to consultants in remuneration for work authorised by the Trustee Board and work authorised by the Company. Expert stakeholder in employee benefit and taxation decisions. WHAT WE OFFER As you'd expect from a global healthcare company, we offer a fantastic range of benefits including competitive salaries, a superb defined contribution pension scheme, private healthcare, life assurance and a flexible benefits scheme. Follow your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity. Connect with us at , on Facebook at and on
Apr 19, 2024
Full time
About Abbott Abbott is a global healthcare leader, creating breakthrough science to improve people's health. We're always looking towards the future, anticipating changes in medical science and technology. The Opportunity This position works out of our Maidenhead location in the Corporate Financial Services division. MAIN PURPOSE OF JOB Leads the in-house Pensions Team providing support and information to Company Management, the Trustee Directors and all active members of both pension schemes across multiple sites and business divisions. This involves ensuring that adequate support is in place to support members transitioning as a result of corporate acquisitions or divestments within a complex corporate group and to members seeking to understand their options as they approach retirement. Actively supports the UK entity and the Trustee in the relationship with the US parent company in relation to Treasury and HR functions. The role acts as Secretary to the Trustee of the Abbott Laboratories Pension Fund (1966), supporting the Chairman of the Trustee in taking decisive action to deliver the objectives of the Board. This encompasses the ownership of multiple relationships with key professional advisors and management of a budget in excess of £2 million. Acts as a technical expert in support of both the Trustee Board and the Company. This includes leading the continuous assessment of the requirements of pension schemes due to the evolving regulatory environment and the implications of pensions tax regulations on individuals in a changing environment. This position leads, manages and directs all elements of pension administration and communication for the Abbott Laboratories Pension Fund (1966), dealing with around 4,000 members. This position leads, manages and directs all elements of pension administration and communication for Abbott Retirement Saver (2015) including automatic enrolment of all new hires, dealing with over 1,700 employees who are members. KNOWLEDGE AND EXPERIENCE Extensive experience of managing all aspects of both DB and DC pension funds including acting as Secretary to the Trustee. Ability to communicate effectively at all levels within a complex corporate environment. Significant project management experience. Thorough understanding of personal taxation as it relates to pensions and specifically high earners. Professional qualification to APMI or equivalent with membership of PMI. ACCOUNTABILITIES Manages all aspects of governance, support and delivery for the Trustee Board through the role of Secretary to the Trustee, including preparing, running and minuting Trustee Meetings. Leads representation in all key relationships with professional advisors to both the Trustee and the Company. Seeks and evaluates expert technical advice to deliver structured and targeted support to decision makers. Monitors administration performance against service level agreements and ensures all member issues are resolved in a timely fashion. Leads in the production of all member communications for the Abbott Laboratories Pension Fund (1966) seeking appropriate input from third party experts, internal stakeholders and the Trustee Board. Ensures consistent high quality of communication content and presentation through a rigorous review process, including oversight of the scheme website and its frequent updates. Leads the relationship with the provider of the Abbott Retirement Saver (2015) to optimise member communications within the constraints of operating within a Master Trust, including the content of the scheme website and of the members' guides for the employees of the various employers. Ensures compliance with applicable legislation, regulation and Regulator guidance maintaining an up to date knowledge in these areas including the delivery and coordination of all necessary training for the Trustee Board. Responsible for ensuring adequate internal financial controls and administrative procedures are maintained throughout the pensions function. Responsible for ensuring that the Trustee's Annual Report and Accounts is prepared, audited and signed off within the statutory deadline. Leads the Trustee Board in operating Integrated Risk Management, including ensuring that there is an adequate covenant review driving the Trustee Board's approach to funding and investment matters. Leads the regular review of the Trustee Risk Register and proactively addresses issues identified. Partners with HR and Payroll in benefit design and administration issues to ensure all appropriate administration and tax considerations have been captured. Leads the review of the Company's pension provision and of features of the two pension schemes. Evaluates the impact of changes in taxation and provides recommendations to address strategic challenges. Leads and directs all activities of the pensions office staff ensuring adequate resourcing, training and development of key personnel. Manages the activities of the third party administrator of the Abbott Laboratories Pension Fund (1966) and of the provider of the Abbott Retirement Saver (2015). Drives achievement of optimal levels of operational and administrative support for members of both schemes. Coordinates and evaluates detailed technical analysis in support of funding issues arising from triennial actuarial valuations. This support is provided to both the Finance Director and the Trustee and it is critical that the jobholder must be able to remain independent and manage any tension between responsibilities to the Company and to the Trustee. Budgetary responsibility for management of Trustee expenditure exceeding £2 million annually. Negotiates with key providers to ensure value for money and conducts supplier evaluations and tender exercises as required. Oversees the application of the Trustee Internal Dispute Resolution procedure for the Abbott Laboratories Pension Fund (1966) to ensure any member complaints are dealt with quickly and appropriately. Raises any member issues with the Provider of the Abbott Retirement Saver (2015) and ensures that they are resolved effectively. Oversees automatic enrolment and automatic re-enrolment to ensure that all Abbott employers in the UK comply with their duties and that compliance is registered with The Pensions Regulator. Manages the annual renewal processes following every annual pay review, including calculation and supply of the necessary earnings data for Mercer. Manages the checking and where necessary corrections of the benefit statement data generated by Mercer. Liaises as required with EY, providing them with information and documentation which they use in connection with the annual Corporate audit. Proactively identifies pension related issues creating opportunities or requiring decisions from the Company and the Trustee, making recommendations and where appropriate ensuring that appropriate professional advice is given. Maintains a quarterly breakdown of actual spending v budget for the Trustee. Completes the quarterly survey required by the Office for National Statistics. Carries out other tasks and duties as and when required. DECISION MAKING AUTHORITY Direction of UK Pension operations. Leads multiple relationships with professional advisors. Leads the management of Trustee Board activities and delivers Trustee objectives. Approves, within specified parameters, payments to consultants in remuneration for work authorised by the Trustee Board and work authorised by the Company. Expert stakeholder in employee benefit and taxation decisions. WHAT WE OFFER As you'd expect from a global healthcare company, we offer a fantastic range of benefits including competitive salaries, a superb defined contribution pension scheme, private healthcare, life assurance and a flexible benefits scheme. Follow your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity. Connect with us at , on Facebook at and on
We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. BASIC SALARY: £28,000 - £33,000 BENEFITS: 25 Days Annual Leave plus Bank Holidays Study Support for Professional Development Pension Contribution Wellbeing Support Services Social Events LOCATION: This is an office-based role, based in Leicester. The opportunity to move to a hybrid model is available once your training / probation period is over. COMMUTABLE LOCATIONS: Leicester, Lutterworth, Coventry, Melton Mowbray, Market Harborough, Corby, Coalville, Loughborough, Hinkley, Nuneaton, Uppingham JOB DESCRIPTION: Administrator - IFA / Paraplanning The primary focus of this Administrator role is to support our Financial Advisers on a range of different client's cases and ensure all ongoing projects are administered and dealt with accordingly. Reporting to the Operations Manager, the key elements of this varied role, alongside the general administration duties, will be to: Communicate with clients via written and verbal channels to answer enquiries, schedule meetings and provide updates on financial plans. Maintain accurate and up to date records of client information and financial plans. Monitor and chase applications across various platforms and providers. PERSON SPECIFICATION: Administrator - IFA / Paraplanning Ideally, you'll be an experienced Administrator, with experience within an IFA or Financial Planning firm. It goes without saying that you'll have strong organisational skills, be confident in your approach to communication across all mediums and you will have a keen eye for detail. You'll also: Have knowledge around pensions, investments & financial planning concepts. Understand the FCA and up to date legislations. Have working knowledge of Intelligent Office. Be able to demonstrate the ability to multitask and handle a variety of business functions, sometimes working to strict deadlines. THE COMPANY: We're a well-established, professional, Independent Financial Advisor firm. We offer specialist financial, taxation, and independent investment advice for both clients and businesses in the UK and internationally. PROSPECTS: We're committed to the ongoing professional development with our team, where possible we promote from within, and we offer study leave / study support for professional development. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Administrator, Sales Administrator, Office Administrator, Senior Administrator, Personal Assistant, IFA, Wealth Management, Financial Planning, Paraplanner Administrator, Financial Advisor, Accountant. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM17665, Wallace Hind Selection
Apr 19, 2024
Full time
We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. BASIC SALARY: £28,000 - £33,000 BENEFITS: 25 Days Annual Leave plus Bank Holidays Study Support for Professional Development Pension Contribution Wellbeing Support Services Social Events LOCATION: This is an office-based role, based in Leicester. The opportunity to move to a hybrid model is available once your training / probation period is over. COMMUTABLE LOCATIONS: Leicester, Lutterworth, Coventry, Melton Mowbray, Market Harborough, Corby, Coalville, Loughborough, Hinkley, Nuneaton, Uppingham JOB DESCRIPTION: Administrator - IFA / Paraplanning The primary focus of this Administrator role is to support our Financial Advisers on a range of different client's cases and ensure all ongoing projects are administered and dealt with accordingly. Reporting to the Operations Manager, the key elements of this varied role, alongside the general administration duties, will be to: Communicate with clients via written and verbal channels to answer enquiries, schedule meetings and provide updates on financial plans. Maintain accurate and up to date records of client information and financial plans. Monitor and chase applications across various platforms and providers. PERSON SPECIFICATION: Administrator - IFA / Paraplanning Ideally, you'll be an experienced Administrator, with experience within an IFA or Financial Planning firm. It goes without saying that you'll have strong organisational skills, be confident in your approach to communication across all mediums and you will have a keen eye for detail. You'll also: Have knowledge around pensions, investments & financial planning concepts. Understand the FCA and up to date legislations. Have working knowledge of Intelligent Office. Be able to demonstrate the ability to multitask and handle a variety of business functions, sometimes working to strict deadlines. THE COMPANY: We're a well-established, professional, Independent Financial Advisor firm. We offer specialist financial, taxation, and independent investment advice for both clients and businesses in the UK and internationally. PROSPECTS: We're committed to the ongoing professional development with our team, where possible we promote from within, and we offer study leave / study support for professional development. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Administrator, Sales Administrator, Office Administrator, Senior Administrator, Personal Assistant, IFA, Wealth Management, Financial Planning, Paraplanner Administrator, Financial Advisor, Accountant. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM17665, Wallace Hind Selection
Wallace Hind Selection LTD
Loughborough, Leicestershire
We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. BASIC SALARY: £28,000 - £33,000 BENEFITS: 25 Days Annual Leave plus Bank Holidays Study Support for Professional Development Pension Contribution Wellbeing Support Services Social Events LOCATION: This is an office-based role, based in Leicester. The opportunity to move to a hybrid model is available once your training / probation period is over. COMMUTABLE LOCATIONS: Leicester, Lutterworth, Coventry, Melton Mowbray, Market Harborough, Corby, Coalville, Loughborough, Hinkley, Nuneaton, Uppingham JOB DESCRIPTION: Administrator - IFA / Paraplanning The primary focus of this Administrator role is to support our Financial Advisers on a range of different client's cases and ensure all ongoing projects are administered and dealt with accordingly. Reporting to the Operations Manager, the key elements of this varied role, alongside the general administration duties, will be to: Communicate with clients via written and verbal channels to answer enquiries, schedule meetings and provide updates on financial plans. Maintain accurate and up to date records of client information and financial plans. Monitor and chase applications across various platforms and providers. PERSON SPECIFICATION: Administrator - IFA / Paraplanning Ideally, you'll be an experienced Administrator, with experience within an IFA or Financial Planning firm. It goes without saying that you'll have strong organisational skills, be confident in your approach to communication across all mediums and you will have a keen eye for detail. You'll also: Have knowledge around pensions, investments & financial planning concepts. Understand the FCA and up to date legislations. Have working knowledge of Intelligent Office. Be able to demonstrate the ability to multitask and handle a variety of business functions, sometimes working to strict deadlines. THE COMPANY: We're a well-established, professional, Independent Financial Advisor firm. We offer specialist financial, taxation, and independent investment advice for both clients and businesses in the UK and internationally. PROSPECTS: We're committed to the ongoing professional development with our team, where possible we promote from within, and we offer study leave / study support for professional development. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Administrator, Sales Administrator, Office Administrator, Senior Administrator, Personal Assistant, IFA, Wealth Management, Financial Planning, Paraplanner Administrator, Financial Advisor, Accountant. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM17665, Wallace Hind Selection
Apr 19, 2024
Full time
We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. BASIC SALARY: £28,000 - £33,000 BENEFITS: 25 Days Annual Leave plus Bank Holidays Study Support for Professional Development Pension Contribution Wellbeing Support Services Social Events LOCATION: This is an office-based role, based in Leicester. The opportunity to move to a hybrid model is available once your training / probation period is over. COMMUTABLE LOCATIONS: Leicester, Lutterworth, Coventry, Melton Mowbray, Market Harborough, Corby, Coalville, Loughborough, Hinkley, Nuneaton, Uppingham JOB DESCRIPTION: Administrator - IFA / Paraplanning The primary focus of this Administrator role is to support our Financial Advisers on a range of different client's cases and ensure all ongoing projects are administered and dealt with accordingly. Reporting to the Operations Manager, the key elements of this varied role, alongside the general administration duties, will be to: Communicate with clients via written and verbal channels to answer enquiries, schedule meetings and provide updates on financial plans. Maintain accurate and up to date records of client information and financial plans. Monitor and chase applications across various platforms and providers. PERSON SPECIFICATION: Administrator - IFA / Paraplanning Ideally, you'll be an experienced Administrator, with experience within an IFA or Financial Planning firm. It goes without saying that you'll have strong organisational skills, be confident in your approach to communication across all mediums and you will have a keen eye for detail. You'll also: Have knowledge around pensions, investments & financial planning concepts. Understand the FCA and up to date legislations. Have working knowledge of Intelligent Office. Be able to demonstrate the ability to multitask and handle a variety of business functions, sometimes working to strict deadlines. THE COMPANY: We're a well-established, professional, Independent Financial Advisor firm. We offer specialist financial, taxation, and independent investment advice for both clients and businesses in the UK and internationally. PROSPECTS: We're committed to the ongoing professional development with our team, where possible we promote from within, and we offer study leave / study support for professional development. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Administrator, Sales Administrator, Office Administrator, Senior Administrator, Personal Assistant, IFA, Wealth Management, Financial Planning, Paraplanner Administrator, Financial Advisor, Accountant. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM17665, Wallace Hind Selection
Wallace Hind Selection LTD
Market Harborough, Leicestershire
We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. BASIC SALARY: £28,000 - £33,000 BENEFITS: 25 Days Annual Leave plus Bank Holidays Study Support for Professional Development Pension Contribution Wellbeing Support Services Social Events LOCATION: This is an office-based role, based in Leicester. The opportunity to move to a hybrid model is available once your training / probation period is over. COMMUTABLE LOCATIONS: Leicester, Lutterworth, Coventry, Melton Mowbray, Market Harborough, Corby, Coalville, Loughborough, Hinkley, Nuneaton, Uppingham JOB DESCRIPTION: Administrator - IFA / Paraplanning The primary focus of this Administrator role is to support our Financial Advisers on a range of different client's cases and ensure all ongoing projects are administered and dealt with accordingly. Reporting to the Operations Manager, the key elements of this varied role, alongside the general administration duties, will be to: Communicate with clients via written and verbal channels to answer enquiries, schedule meetings and provide updates on financial plans. Maintain accurate and up to date records of client information and financial plans. Monitor and chase applications across various platforms and providers. PERSON SPECIFICATION: Administrator - IFA / Paraplanning Ideally, you'll be an experienced Administrator, with experience within an IFA or Financial Planning firm. It goes without saying that you'll have strong organisational skills, be confident in your approach to communication across all mediums and you will have a keen eye for detail. You'll also: Have knowledge around pensions, investments & financial planning concepts. Understand the FCA and up to date legislations. Have working knowledge of Intelligent Office. Be able to demonstrate the ability to multitask and handle a variety of business functions, sometimes working to strict deadlines. THE COMPANY: We're a well-established, professional, Independent Financial Advisor firm. We offer specialist financial, taxation, and independent investment advice for both clients and businesses in the UK and internationally. PROSPECTS: We're committed to the ongoing professional development with our team, where possible we promote from within, and we offer study leave / study support for professional development. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Administrator, Sales Administrator, Office Administrator, Senior Administrator, Personal Assistant, IFA, Wealth Management, Financial Planning, Paraplanner Administrator, Financial Advisor, Accountant. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM17665, Wallace Hind Selection
Apr 19, 2024
Full time
We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. BASIC SALARY: £28,000 - £33,000 BENEFITS: 25 Days Annual Leave plus Bank Holidays Study Support for Professional Development Pension Contribution Wellbeing Support Services Social Events LOCATION: This is an office-based role, based in Leicester. The opportunity to move to a hybrid model is available once your training / probation period is over. COMMUTABLE LOCATIONS: Leicester, Lutterworth, Coventry, Melton Mowbray, Market Harborough, Corby, Coalville, Loughborough, Hinkley, Nuneaton, Uppingham JOB DESCRIPTION: Administrator - IFA / Paraplanning The primary focus of this Administrator role is to support our Financial Advisers on a range of different client's cases and ensure all ongoing projects are administered and dealt with accordingly. Reporting to the Operations Manager, the key elements of this varied role, alongside the general administration duties, will be to: Communicate with clients via written and verbal channels to answer enquiries, schedule meetings and provide updates on financial plans. Maintain accurate and up to date records of client information and financial plans. Monitor and chase applications across various platforms and providers. PERSON SPECIFICATION: Administrator - IFA / Paraplanning Ideally, you'll be an experienced Administrator, with experience within an IFA or Financial Planning firm. It goes without saying that you'll have strong organisational skills, be confident in your approach to communication across all mediums and you will have a keen eye for detail. You'll also: Have knowledge around pensions, investments & financial planning concepts. Understand the FCA and up to date legislations. Have working knowledge of Intelligent Office. Be able to demonstrate the ability to multitask and handle a variety of business functions, sometimes working to strict deadlines. THE COMPANY: We're a well-established, professional, Independent Financial Advisor firm. We offer specialist financial, taxation, and independent investment advice for both clients and businesses in the UK and internationally. PROSPECTS: We're committed to the ongoing professional development with our team, where possible we promote from within, and we offer study leave / study support for professional development. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Administrator, Sales Administrator, Office Administrator, Senior Administrator, Personal Assistant, IFA, Wealth Management, Financial Planning, Paraplanner Administrator, Financial Advisor, Accountant. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM17665, Wallace Hind Selection
Wallace Hind Selection LTD
Leicester, Leicestershire
We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. BASIC SALARY: £28,000 - £33,000 BENEFITS: 25 Days Annual Leave plus Bank Holidays Study Support for Professional Development Pension Contribution Wellbeing Support Services Social Events LOCATION: This is an office-based role, based in Leicester. The opportunity to move to a hybrid model is available once your training / probation period is over. COMMUTABLE LOCATIONS: Leicester, Lutterworth, Coventry, Melton Mowbray, Market Harborough, Corby, Coalville, Loughborough, Hinkley, Nuneaton, Uppingham JOB DESCRIPTION: Administrator - IFA / Paraplanning The primary focus of this Administrator role is to support our Financial Advisers on a range of different client's cases and ensure all ongoing projects are administered and dealt with accordingly. Reporting to the Operations Manager, the key elements of this varied role, alongside the general administration duties, will be to: Communicate with clients via written and verbal channels to answer enquiries, schedule meetings and provide updates on financial plans. Maintain accurate and up to date records of client information and financial plans. Monitor and chase applications across various platforms and providers. PERSON SPECIFICATION: Administrator - IFA / Paraplanning Ideally, you'll be an experienced Administrator, with experience within an IFA or Financial Planning firm. It goes without saying that you'll have strong organisational skills, be confident in your approach to communication across all mediums and you will have a keen eye for detail. You'll also: Have knowledge around pensions, investments & financial planning concepts. Understand the FCA and up to date legislations. Have working knowledge of Intelligent Office. Be able to demonstrate the ability to multitask and handle a variety of business functions, sometimes working to strict deadlines. THE COMPANY: We're a well-established, professional, Independent Financial Advisor firm. We offer specialist financial, taxation, and independent investment advice for both clients and businesses in the UK and internationally. PROSPECTS: We're committed to the ongoing professional development with our team, where possible we promote from within, and we offer study leave / study support for professional development. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Administrator, Sales Administrator, Office Administrator, Senior Administrator, Personal Assistant, IFA, Wealth Management, Financial Planning, Paraplanner Administrator, Financial Advisor, Accountant. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM17665, Wallace Hind Selection
Apr 19, 2024
Full time
We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. BASIC SALARY: £28,000 - £33,000 BENEFITS: 25 Days Annual Leave plus Bank Holidays Study Support for Professional Development Pension Contribution Wellbeing Support Services Social Events LOCATION: This is an office-based role, based in Leicester. The opportunity to move to a hybrid model is available once your training / probation period is over. COMMUTABLE LOCATIONS: Leicester, Lutterworth, Coventry, Melton Mowbray, Market Harborough, Corby, Coalville, Loughborough, Hinkley, Nuneaton, Uppingham JOB DESCRIPTION: Administrator - IFA / Paraplanning The primary focus of this Administrator role is to support our Financial Advisers on a range of different client's cases and ensure all ongoing projects are administered and dealt with accordingly. Reporting to the Operations Manager, the key elements of this varied role, alongside the general administration duties, will be to: Communicate with clients via written and verbal channels to answer enquiries, schedule meetings and provide updates on financial plans. Maintain accurate and up to date records of client information and financial plans. Monitor and chase applications across various platforms and providers. PERSON SPECIFICATION: Administrator - IFA / Paraplanning Ideally, you'll be an experienced Administrator, with experience within an IFA or Financial Planning firm. It goes without saying that you'll have strong organisational skills, be confident in your approach to communication across all mediums and you will have a keen eye for detail. You'll also: Have knowledge around pensions, investments & financial planning concepts. Understand the FCA and up to date legislations. Have working knowledge of Intelligent Office. Be able to demonstrate the ability to multitask and handle a variety of business functions, sometimes working to strict deadlines. THE COMPANY: We're a well-established, professional, Independent Financial Advisor firm. We offer specialist financial, taxation, and independent investment advice for both clients and businesses in the UK and internationally. PROSPECTS: We're committed to the ongoing professional development with our team, where possible we promote from within, and we offer study leave / study support for professional development. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Administrator, Sales Administrator, Office Administrator, Senior Administrator, Personal Assistant, IFA, Wealth Management, Financial Planning, Paraplanner Administrator, Financial Advisor, Accountant. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM17665, Wallace Hind Selection
An excellent opportunity has arisen with a highly respected Pension consultancy for an experienced Pensions Administrator to join their growing team. Duties will include: Handling a range of enquiries from pension scheme members Performing manual and computerised calculations (transfers, retirements, deaths, divorce etc) Assisting less experienced colleagues and checking their work. Working on client projects such as pension increase exercises and benefit statements Ensuring that a consistently high level of service is provided Applicants must have occupational pensions experience from either a consultancy or in-house background and have good knowledge of DB schemes having performed both manual and computerised calculations. You will have a minimum of 12 months pensions experience and possess strong administration and communication skills and have a keen desire to develop technically. This is a great chance to join a highly respected consultancy offering outstanding prospects, a friendly working environment, flexible working and a generous remuneration package
Apr 19, 2024
Full time
An excellent opportunity has arisen with a highly respected Pension consultancy for an experienced Pensions Administrator to join their growing team. Duties will include: Handling a range of enquiries from pension scheme members Performing manual and computerised calculations (transfers, retirements, deaths, divorce etc) Assisting less experienced colleagues and checking their work. Working on client projects such as pension increase exercises and benefit statements Ensuring that a consistently high level of service is provided Applicants must have occupational pensions experience from either a consultancy or in-house background and have good knowledge of DB schemes having performed both manual and computerised calculations. You will have a minimum of 12 months pensions experience and possess strong administration and communication skills and have a keen desire to develop technically. This is a great chance to join a highly respected consultancy offering outstanding prospects, a friendly working environment, flexible working and a generous remuneration package
We are looking for a Pension Administrator to join Willis Tower Watson on a 3 month contract with the opportunity to move perm if successful. This will be working full time in the office either in Redhill or Welywn Garden City. This role is paying 12.50 per hour. The purpose of this role is to deliver client administration projects for existing pensions administration clients within the Speciality community (Rothesay/OneDB/LifeSight). The successful candidate will play an essential role in high profile client projects and will typically support the lead administration contact during the project delivery phase. They will ideally have a strong broad understanding of the various delivery streams across a pensions administration service and a strong background in final salary pensions administration or buy-ins and buy-outs. Money purchase knowledge is also an advantage. They will need to be able to co-ordinate across multiple workstreams and the ability to understand complex issues. The Role Support for new Speciality client projects, being the a point of contact for the client and attending regular project calls/meetings as required Create and maintain process notes to ensure they meet the client's needs and Outsourcing standards Work on ad hoc client chargeable projects as required Identify and efficiently resolve issues, putting forward solutions which will enable projects to be effectively delivered in accordance with client requirements Gain a good understanding of the Outsourcing administration business, service initiatives and project delivery impact on profitability Good understanding of Scheme Events and ensures these are completed on time The Requirements Experience of dealing with occupational pension schemes including DC, DB and/or hybrid arrangements Experience of pensions projects Knowledge of occupational pension scheme buy ins and buy outs an advantage Record of identifying opportunities for improvement with subsequent delivery Previous experience in delivery of pensions administration services to clients and understanding of supporting processes and systems Organised self-starter who takes responsibility for management of own work. Excellent communication skills and team player Proficient in Word and Excel At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity. Start: ASAP Duration: 3 months - perm Location: Redhill or Welwyn Garden City Rate: 12.50 per hour If you are interested please send your CV. Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.
Apr 19, 2024
Contractor
We are looking for a Pension Administrator to join Willis Tower Watson on a 3 month contract with the opportunity to move perm if successful. This will be working full time in the office either in Redhill or Welywn Garden City. This role is paying 12.50 per hour. The purpose of this role is to deliver client administration projects for existing pensions administration clients within the Speciality community (Rothesay/OneDB/LifeSight). The successful candidate will play an essential role in high profile client projects and will typically support the lead administration contact during the project delivery phase. They will ideally have a strong broad understanding of the various delivery streams across a pensions administration service and a strong background in final salary pensions administration or buy-ins and buy-outs. Money purchase knowledge is also an advantage. They will need to be able to co-ordinate across multiple workstreams and the ability to understand complex issues. The Role Support for new Speciality client projects, being the a point of contact for the client and attending regular project calls/meetings as required Create and maintain process notes to ensure they meet the client's needs and Outsourcing standards Work on ad hoc client chargeable projects as required Identify and efficiently resolve issues, putting forward solutions which will enable projects to be effectively delivered in accordance with client requirements Gain a good understanding of the Outsourcing administration business, service initiatives and project delivery impact on profitability Good understanding of Scheme Events and ensures these are completed on time The Requirements Experience of dealing with occupational pension schemes including DC, DB and/or hybrid arrangements Experience of pensions projects Knowledge of occupational pension scheme buy ins and buy outs an advantage Record of identifying opportunities for improvement with subsequent delivery Previous experience in delivery of pensions administration services to clients and understanding of supporting processes and systems Organised self-starter who takes responsibility for management of own work. Excellent communication skills and team player Proficient in Word and Excel At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity. Start: ASAP Duration: 3 months - perm Location: Redhill or Welwyn Garden City Rate: 12.50 per hour If you are interested please send your CV. Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.
Job Title: Senior Administrator Salary: £30,000-£35,000 Location: Bury St Edmunds Contract: Permanent, full-time Hours: Monday to Friday - 9:00-17:30pm COMPANY PROFILE My client based in Bury St Edmunds provide a wide variety of services in the Accounts & Legal sectors for business's looking for advice and solutions. They can offer bespoke and unique services to cater to each of their clients. They are looking for a Financial Planning Administrator to join the Planning team. If you are looking for a new challenge and tick the boxes below then please get in touch today! SKILLS REQUIRED At least 3 years admin experience in Financial Services Excellent IT Skills Organised, Attention to Detail and Efficient Team Player Fantastic communication both written & verbally Able to work towards deadlines and under pressure RESPONSIBILITIES Perform daily administrative tasks, including addressing client inquiries, managing calls, collecting information from providers, and organising client records. Accurately update client data on the firm's software systems, ensuring adherence to regulatory standards. Facilitate the onboarding process for new clients and provide ongoing support to existing ones. Support Advisers and Paraplanners by assisting with client meeting preparations and coordination. Efficiently handle new business submissions, completing application forms and managing adviser fees. Assist in compiling annual portfolio reviews, verifying data accuracy, and producing comprehensive reports. Demonstrate technical proficiency in resolving issues and managing various investment products. Manage back-office tasks such as billing, commission recording, and adviser fee administration. Generate reports for ISAs and pensions based on Paraplanners' instructions, including personalized illustrations. BENEFITS Up to 24 days annual leave plus bank holidays Day off for your birthday Holiday buy & sell scheme Hybrid Working Pension Scheme Death in Service (4x basic salary) Income Protection Private Health Insurance Social Events & Team Nights Out Thank you for your interest in this vacancy, which is being advertised by Smart10 Recruitment Group, who are acting as an employment agency / business. Your application will be considered in competition with others and we will contact you within 3 working days if you have been shortlisted. Smart10 is a multi-award-winning specialist recruitment consultancy focused on the supply of temporary, contract and permanent placements across a select group of business sectors. In order to keep up to date and search for all our active jobs, please visit our website, like us on Facebook and follow us on Instagram or LinkedIn. Please refer to Smart10's Privacy Policy as to how we hold your data
Apr 19, 2024
Full time
Job Title: Senior Administrator Salary: £30,000-£35,000 Location: Bury St Edmunds Contract: Permanent, full-time Hours: Monday to Friday - 9:00-17:30pm COMPANY PROFILE My client based in Bury St Edmunds provide a wide variety of services in the Accounts & Legal sectors for business's looking for advice and solutions. They can offer bespoke and unique services to cater to each of their clients. They are looking for a Financial Planning Administrator to join the Planning team. If you are looking for a new challenge and tick the boxes below then please get in touch today! SKILLS REQUIRED At least 3 years admin experience in Financial Services Excellent IT Skills Organised, Attention to Detail and Efficient Team Player Fantastic communication both written & verbally Able to work towards deadlines and under pressure RESPONSIBILITIES Perform daily administrative tasks, including addressing client inquiries, managing calls, collecting information from providers, and organising client records. Accurately update client data on the firm's software systems, ensuring adherence to regulatory standards. Facilitate the onboarding process for new clients and provide ongoing support to existing ones. Support Advisers and Paraplanners by assisting with client meeting preparations and coordination. Efficiently handle new business submissions, completing application forms and managing adviser fees. Assist in compiling annual portfolio reviews, verifying data accuracy, and producing comprehensive reports. Demonstrate technical proficiency in resolving issues and managing various investment products. Manage back-office tasks such as billing, commission recording, and adviser fee administration. Generate reports for ISAs and pensions based on Paraplanners' instructions, including personalized illustrations. BENEFITS Up to 24 days annual leave plus bank holidays Day off for your birthday Holiday buy & sell scheme Hybrid Working Pension Scheme Death in Service (4x basic salary) Income Protection Private Health Insurance Social Events & Team Nights Out Thank you for your interest in this vacancy, which is being advertised by Smart10 Recruitment Group, who are acting as an employment agency / business. Your application will be considered in competition with others and we will contact you within 3 working days if you have been shortlisted. Smart10 is a multi-award-winning specialist recruitment consultancy focused on the supply of temporary, contract and permanent placements across a select group of business sectors. In order to keep up to date and search for all our active jobs, please visit our website, like us on Facebook and follow us on Instagram or LinkedIn. Please refer to Smart10's Privacy Policy as to how we hold your data
Title: Payroll & Pensions Administrator Location: Orpington Salary: £30,000 - £34,000 DOE Are you an experienced Payroll Administrator with a good working knowledge of working with outsourced providers and with strong pensions knowledge? Then we have a new role for you! Your Main Responsibilities: Liaise with payroll bureau, submit and verify monthly payroll including expenses, staffing changes. Assist with outsourced pension administration for compliance with funds and regulator. Aid maintenance of benefit schemes and implementation of new schemes/projects. Perform manual payroll calculations as needed (sick leave, maternity, overtime). Collaborate cross-functionally - maintain payroll processes/training, support queries, build stakeholder relationships. What You ll Need: Must have strong manual calculations skills. Experience in public sector desirable. Experience with high volumes over 2500 employees. Strong pensions schemes knowledge essential. Solid payroll systems skills. If you would like to learn more about this role, please contact Gregg today - (url removed) JGA Recruitment Group Ltd ("We") are committed to equality of opportunity for all applications regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. We strongly encourage suitably qualified applicants from a wide range of backgrounds to apply. We are also committed to protecting and respecting your privacy. We are a specialist payroll, HR & Reward recruitment agency and recruitment business as defined in the Employment Agencies and Employment Businesses Regulations 2003 (our business). These statements together with our privacy notices set out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.
Apr 19, 2024
Full time
Title: Payroll & Pensions Administrator Location: Orpington Salary: £30,000 - £34,000 DOE Are you an experienced Payroll Administrator with a good working knowledge of working with outsourced providers and with strong pensions knowledge? Then we have a new role for you! Your Main Responsibilities: Liaise with payroll bureau, submit and verify monthly payroll including expenses, staffing changes. Assist with outsourced pension administration for compliance with funds and regulator. Aid maintenance of benefit schemes and implementation of new schemes/projects. Perform manual payroll calculations as needed (sick leave, maternity, overtime). Collaborate cross-functionally - maintain payroll processes/training, support queries, build stakeholder relationships. What You ll Need: Must have strong manual calculations skills. Experience in public sector desirable. Experience with high volumes over 2500 employees. Strong pensions schemes knowledge essential. Solid payroll systems skills. If you would like to learn more about this role, please contact Gregg today - (url removed) JGA Recruitment Group Ltd ("We") are committed to equality of opportunity for all applications regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. We strongly encourage suitably qualified applicants from a wide range of backgrounds to apply. We are also committed to protecting and respecting your privacy. We are a specialist payroll, HR & Reward recruitment agency and recruitment business as defined in the Employment Agencies and Employment Businesses Regulations 2003 (our business). These statements together with our privacy notices set out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.
Great new opportunity for an experienced Administrator to work for a leading pensions software & services provider to the Financial Services sector. Pensions experience is not mandatory but preferred. Due to rapid growth an additional Pension Administrator is required to join an expanding team to help service outsourced clients to the highest standards. In this role you will work alongside other members of the outsourcing team to deliver an excellent outcome to clients, their advisers and end investors. The Role Working in a busy and varied role the successful candidate will be joining a small but growing team and assisting with the daily administration processes. As part of the role, you will carry out and validate the following activities for pension administration services: Adhering to best practice procedures in all aspects of pensions administration related tasks as defined by the Company Pension establishment, setting up member records and issuing welcome information Contribution processing Processing and calculating pension benefits Payment of benefits using payroll systems and monitoring ongoing pension benefit cases Bank reconciliation and payment processing Death benefit calculations Transfers in and out both as cash and in specie Annual Statements Participating in annual projects such as tax code uplifts, regulatory reporting, residency tax status updates Taking responsibility for ad-hoc projects and exercises. Monitoring on going procedural developments and implementing changes to procedures where required. Developing a relationship with the client and an understanding of their working practices Skills, abilities, and personal qualities Calm and positive under pressure and happy to take the lead in challenging times Sharing knowledge with colleagues Self-motivated approach to professional and personal development Willingness to learn Enthusiastic, positive, and flexible approach to work Excellent customer service skills Able to organise workloads, prioritise and meet deadlines Strong communication skills, both written and verbal Proficient IT skills Strong team player with excellent attention to detail Able to work alone as well as within a team Able to think logically and hold good problem-solving skills An active listener and able to follow through on the instructions given Pension qualifications are advantageous
Apr 19, 2024
Full time
Great new opportunity for an experienced Administrator to work for a leading pensions software & services provider to the Financial Services sector. Pensions experience is not mandatory but preferred. Due to rapid growth an additional Pension Administrator is required to join an expanding team to help service outsourced clients to the highest standards. In this role you will work alongside other members of the outsourcing team to deliver an excellent outcome to clients, their advisers and end investors. The Role Working in a busy and varied role the successful candidate will be joining a small but growing team and assisting with the daily administration processes. As part of the role, you will carry out and validate the following activities for pension administration services: Adhering to best practice procedures in all aspects of pensions administration related tasks as defined by the Company Pension establishment, setting up member records and issuing welcome information Contribution processing Processing and calculating pension benefits Payment of benefits using payroll systems and monitoring ongoing pension benefit cases Bank reconciliation and payment processing Death benefit calculations Transfers in and out both as cash and in specie Annual Statements Participating in annual projects such as tax code uplifts, regulatory reporting, residency tax status updates Taking responsibility for ad-hoc projects and exercises. Monitoring on going procedural developments and implementing changes to procedures where required. Developing a relationship with the client and an understanding of their working practices Skills, abilities, and personal qualities Calm and positive under pressure and happy to take the lead in challenging times Sharing knowledge with colleagues Self-motivated approach to professional and personal development Willingness to learn Enthusiastic, positive, and flexible approach to work Excellent customer service skills Able to organise workloads, prioritise and meet deadlines Strong communication skills, both written and verbal Proficient IT skills Strong team player with excellent attention to detail Able to work alone as well as within a team Able to think logically and hold good problem-solving skills An active listener and able to follow through on the instructions given Pension qualifications are advantageous
Principal Pensions Administrator Monday - Friday Competitive Salary - Permanent position Requirement: Pensions Experience To administer occupational pension schemes in accordance with contracts to the required standards and deadlines. Responsible for day-to-day administration for a portfolio of occupational pension schemes plus responsibility for up to 5 staff. Principal Pension Administrator responsibilities: Carry out complex pension administration tasks and calculations including overseeing the management of treasury and payroll in accordance with internal processes and company policies, adhering to procedures and standards regarding work and conduct. Accountable for ensuring the delivery of specific client/workloads. Managing and co-ordinating the delivery of admin projects Checking of non-standard correspondence and reports. Management of errors and complaints to ensure they are handled effectively and in accordance with agreed process. Supervise, train, coach and mentor staff. Assist team members as required and provide support to CSD Team Manager Check and authorise other administrators work. Attendance at Trustee and ad hoc client meetings as required. Management of pensioner payrolls, pension increases and ensure the annual notification of the lifetime allowance used is notified to pensioners in a timely manner. Management of trustee bank accounts. Management of investment of contributions. Assisting the client account manager with any documentation they require with carrying out their responsibilities. Ensure client work is processed accurately and in a timely manner within target dates. Prioritise work to ensure Service Level Agreements are maintained. Assisting CSD Team Manager with the monitoring of transactional activity for Tariff and Fixed fee clients. Deal with non-standard client/member queries. Carry out such other duties and take on additional responsibilities as may be agreed from time to time. To ensure timesheets are completed daily. To update agreed goals on a monthly basis. Provide feedback to CSD Team Manager on staff performance and progress against goals, highlighting any concerns to the CSD Team Manager. What we look for: Usually a minimum of 5 years' experience of occupational pension scheme administration including management and or mentoring of team members Logical approach to problem solving. Process, collect and input data and information. Ability to prioritise workloads with conflicting importance, keeping to deadlines, agreed service levels and disclosure requirements. Attention to detail. Knowledge to perform and check complex manual calculations. Ability to break down and explain complex calculations in simple terms. Promptly and professionally communicate with clients and scheme members on queries when required via letter, e-mail and telephone. Confidence in providing feedback. Act as mentor to Senior Administrator. Provide positive reinforcement to motivate direct reports. Arrange quarterly review meetings with direct reports and ensure they are documented. Our Benefits: 25 days annual leave allowance Private Medical insurance Pension Scheme Life Assurance Income Protections Company Bonus Scheme
Apr 19, 2024
Full time
Principal Pensions Administrator Monday - Friday Competitive Salary - Permanent position Requirement: Pensions Experience To administer occupational pension schemes in accordance with contracts to the required standards and deadlines. Responsible for day-to-day administration for a portfolio of occupational pension schemes plus responsibility for up to 5 staff. Principal Pension Administrator responsibilities: Carry out complex pension administration tasks and calculations including overseeing the management of treasury and payroll in accordance with internal processes and company policies, adhering to procedures and standards regarding work and conduct. Accountable for ensuring the delivery of specific client/workloads. Managing and co-ordinating the delivery of admin projects Checking of non-standard correspondence and reports. Management of errors and complaints to ensure they are handled effectively and in accordance with agreed process. Supervise, train, coach and mentor staff. Assist team members as required and provide support to CSD Team Manager Check and authorise other administrators work. Attendance at Trustee and ad hoc client meetings as required. Management of pensioner payrolls, pension increases and ensure the annual notification of the lifetime allowance used is notified to pensioners in a timely manner. Management of trustee bank accounts. Management of investment of contributions. Assisting the client account manager with any documentation they require with carrying out their responsibilities. Ensure client work is processed accurately and in a timely manner within target dates. Prioritise work to ensure Service Level Agreements are maintained. Assisting CSD Team Manager with the monitoring of transactional activity for Tariff and Fixed fee clients. Deal with non-standard client/member queries. Carry out such other duties and take on additional responsibilities as may be agreed from time to time. To ensure timesheets are completed daily. To update agreed goals on a monthly basis. Provide feedback to CSD Team Manager on staff performance and progress against goals, highlighting any concerns to the CSD Team Manager. What we look for: Usually a minimum of 5 years' experience of occupational pension scheme administration including management and or mentoring of team members Logical approach to problem solving. Process, collect and input data and information. Ability to prioritise workloads with conflicting importance, keeping to deadlines, agreed service levels and disclosure requirements. Attention to detail. Knowledge to perform and check complex manual calculations. Ability to break down and explain complex calculations in simple terms. Promptly and professionally communicate with clients and scheme members on queries when required via letter, e-mail and telephone. Confidence in providing feedback. Act as mentor to Senior Administrator. Provide positive reinforcement to motivate direct reports. Arrange quarterly review meetings with direct reports and ensure they are documented. Our Benefits: 25 days annual leave allowance Private Medical insurance Pension Scheme Life Assurance Income Protections Company Bonus Scheme
Principal Pensions Administrator Monday - Friday Competitive Salary - Permanent position Requirement: Pensions Experience To administer occupational pension schemes in accordance with contracts to the required standards and deadlines. Responsible for day-to-day administration for a portfolio of occupational pension schemes plus responsibility for up to 5 staff. Principal Pension Administrator responsibilities: Carry out complex pension administration tasks and calculations including overseeing the management of treasury and payroll in accordance with internal processes and company policies, adhering to procedures and standards regarding work and conduct. Accountable for ensuring the delivery of specific client/workloads. Managing and co-ordinating the delivery of admin projects Checking of non-standard correspondence and reports. Management of errors and complaints to ensure they are handled effectively and in accordance with agreed process. Supervise, train, coach and mentor staff. Assist team members as required and provide support to CSD Team Manager Check and authorise other administrators work. Attendance at Trustee and ad hoc client meetings as required. Management of pensioner payrolls, pension increases and ensure the annual notification of the lifetime allowance used is notified to pensioners in a timely manner. Management of trustee bank accounts. Management of investment of contributions. Assisting the client account manager with any documentation they require with carrying out their responsibilities. Ensure client work is processed accurately and in a timely manner within target dates. Prioritise work to ensure Service Level Agreements are maintained. Assisting CSD Team Manager with the monitoring of transactional activity for Tariff and Fixed fee clients. Deal with non-standard client/member queries. Carry out such other duties and take on additional responsibilities as may be agreed from time to time. To ensure timesheets are completed daily. To update agreed goals on a monthly basis. Provide feedback to CSD Team Manager on staff performance and progress against goals, highlighting any concerns to the CSD Team Manager. What we look for: Usually a minimum of 5 years' experience of occupational pension scheme administration including management and or mentoring of team members Logical approach to problem solving. Process, collect and input data and information. Ability to prioritise workloads with conflicting importance, keeping to deadlines, agreed service levels and disclosure requirements. Attention to detail. Knowledge to perform and check complex manual calculations. Ability to break down and explain complex calculations in simple terms. Promptly and professionally communicate with clients and scheme members on queries when required via letter, e-mail and telephone. Confidence in providing feedback. Act as mentor to Senior Administrator. Provide positive reinforcement to motivate direct reports. Arrange quarterly review meetings with direct reports and ensure they are documented. Our Benefits: 25 days annual leave allowance Private Medical insurance Pension Scheme Life Assurance Income Protections Company Bonus Scheme
Apr 19, 2024
Full time
Principal Pensions Administrator Monday - Friday Competitive Salary - Permanent position Requirement: Pensions Experience To administer occupational pension schemes in accordance with contracts to the required standards and deadlines. Responsible for day-to-day administration for a portfolio of occupational pension schemes plus responsibility for up to 5 staff. Principal Pension Administrator responsibilities: Carry out complex pension administration tasks and calculations including overseeing the management of treasury and payroll in accordance with internal processes and company policies, adhering to procedures and standards regarding work and conduct. Accountable for ensuring the delivery of specific client/workloads. Managing and co-ordinating the delivery of admin projects Checking of non-standard correspondence and reports. Management of errors and complaints to ensure they are handled effectively and in accordance with agreed process. Supervise, train, coach and mentor staff. Assist team members as required and provide support to CSD Team Manager Check and authorise other administrators work. Attendance at Trustee and ad hoc client meetings as required. Management of pensioner payrolls, pension increases and ensure the annual notification of the lifetime allowance used is notified to pensioners in a timely manner. Management of trustee bank accounts. Management of investment of contributions. Assisting the client account manager with any documentation they require with carrying out their responsibilities. Ensure client work is processed accurately and in a timely manner within target dates. Prioritise work to ensure Service Level Agreements are maintained. Assisting CSD Team Manager with the monitoring of transactional activity for Tariff and Fixed fee clients. Deal with non-standard client/member queries. Carry out such other duties and take on additional responsibilities as may be agreed from time to time. To ensure timesheets are completed daily. To update agreed goals on a monthly basis. Provide feedback to CSD Team Manager on staff performance and progress against goals, highlighting any concerns to the CSD Team Manager. What we look for: Usually a minimum of 5 years' experience of occupational pension scheme administration including management and or mentoring of team members Logical approach to problem solving. Process, collect and input data and information. Ability to prioritise workloads with conflicting importance, keeping to deadlines, agreed service levels and disclosure requirements. Attention to detail. Knowledge to perform and check complex manual calculations. Ability to break down and explain complex calculations in simple terms. Promptly and professionally communicate with clients and scheme members on queries when required via letter, e-mail and telephone. Confidence in providing feedback. Act as mentor to Senior Administrator. Provide positive reinforcement to motivate direct reports. Arrange quarterly review meetings with direct reports and ensure they are documented. Our Benefits: 25 days annual leave allowance Private Medical insurance Pension Scheme Life Assurance Income Protections Company Bonus Scheme