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 30, 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 30, 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 30, 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.
Portfolio Payroll are working with a well-known business in Crewe, that are seeking a Payroll Administrator to join their team for a period of 6 months. The role is office based and is paying up to 24,000. Key duties and responsibilities. Data entry for new starters and leavers Payroll queries over the telephone and email Year-end responsibilities Processing statutory payments Timesheets and Pensions If you are interested and immediately available, please apply for more information. INDPAYN
Apr 30, 2024
Contractor
Portfolio Payroll are working with a well-known business in Crewe, that are seeking a Payroll Administrator to join their team for a period of 6 months. The role is office based and is paying up to 24,000. Key duties and responsibilities. Data entry for new starters and leavers Payroll queries over the telephone and email Year-end responsibilities Processing statutory payments Timesheets and Pensions If you are interested and immediately available, please apply for more information. INDPAYN
Pensions Administrator Monday - Friday Requirement: Pensions Experience Do you have Pensions administration experience? Are you looking for progression and a long-term career? Pension Administrator responsibilities: Carry out pension administration tasks and calculations accurately and in accordance with internal processes and company policies, adhering to procedures and standards regarding work and conduct. Draft correspondence and reports Manage logging in and out of post. Assisting the consultant/account manager with any documentation they require with carrying out their responsibilities. Ensure client work is processed in timely manner and within target dates. Prioritise work to ensure service level agreements are maintained. Assisting team members as required and provide support to Team Leader Deal with non-standard client/member queries Day to day client responsibility, under guidance To ensure own work is peer reviewed as appropriate. Carry out such other duties and take on additional responsibilities as may be agreed from time to time. To ensure tiets are completed in a timely manner. What we look for: Minimum of 2 year's experience of defined benefit / defined contribution pension scheme administration Logical approach to problem solving. Process, collect and input data and information as delegated. Ability to prioritise workload, keeping to deadlines and disclosure requirements. Answer queries by telephone, letter and email Communicate effectively with colleagues and clients Ability to work as part of a team. Information Technology - Computer literate in the use of Office Systems, e.g. Microsoft Office for word processing, spreadsheets, database and presentations. Time recording and charging to clients. Professional / General Management - Understand the need for various codes of professional ethics and standards as promulgated by the PMI. Good time management. Our Benefits: 25 days annual leave allowance Private Medical insurance Pension Scheme Life Assurance Income Protections Company Bonus Scheme
Apr 30, 2024
Full time
Pensions Administrator Monday - Friday Requirement: Pensions Experience Do you have Pensions administration experience? Are you looking for progression and a long-term career? Pension Administrator responsibilities: Carry out pension administration tasks and calculations accurately and in accordance with internal processes and company policies, adhering to procedures and standards regarding work and conduct. Draft correspondence and reports Manage logging in and out of post. Assisting the consultant/account manager with any documentation they require with carrying out their responsibilities. Ensure client work is processed in timely manner and within target dates. Prioritise work to ensure service level agreements are maintained. Assisting team members as required and provide support to Team Leader Deal with non-standard client/member queries Day to day client responsibility, under guidance To ensure own work is peer reviewed as appropriate. Carry out such other duties and take on additional responsibilities as may be agreed from time to time. To ensure tiets are completed in a timely manner. What we look for: Minimum of 2 year's experience of defined benefit / defined contribution pension scheme administration Logical approach to problem solving. Process, collect and input data and information as delegated. Ability to prioritise workload, keeping to deadlines and disclosure requirements. Answer queries by telephone, letter and email Communicate effectively with colleagues and clients Ability to work as part of a team. Information Technology - Computer literate in the use of Office Systems, e.g. Microsoft Office for word processing, spreadsheets, database and presentations. Time recording and charging to clients. Professional / General Management - Understand the need for various codes of professional ethics and standards as promulgated by the PMI. Good time management. Our Benefits: 25 days annual leave allowance Private Medical insurance Pension Scheme Life Assurance Income Protections Company Bonus Scheme
Main Duties: To provide administration support To assist and prepare the drafting of reports Implementation of new business Accurately maintain back-office systems Liaise with clients and providers Proactively manage renewal process of all schemes Ensure fees and invoicing is submitted and recorded in a timely manner Workplace pensions & auto-enrolment support The successful candidate will need to have previous experience working as an employee benefits Administrator within a Financial Service environment, either from an IFA or Provider background. You will have solid communication and articulation skills as well a strong technical skills and attention to detail is key. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Apr 30, 2024
Full time
Main Duties: To provide administration support To assist and prepare the drafting of reports Implementation of new business Accurately maintain back-office systems Liaise with clients and providers Proactively manage renewal process of all schemes Ensure fees and invoicing is submitted and recorded in a timely manner Workplace pensions & auto-enrolment support The successful candidate will need to have previous experience working as an employee benefits Administrator within a Financial Service environment, either from an IFA or Provider background. You will have solid communication and articulation skills as well a strong technical skills and attention to detail is key. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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 30, 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
Our client is looking to recruit an experienced Payroll Administrator to join their payroll team. You will primarily be assisting the Payroll Manager in processing their monthly client payrolls. Calculating SMP, SSP, holiday pay etc. The role is currently office based, working Monday to Friday from 9am 5:30pm flexi. Requirements and experience: A minimum of 2-years payroll experience Experience with IRIS an advantage but not essential Ideally experience with pensions, auto-enrolment, Nest etc. Strong communication and organisation skills Strong attention to detail Working under pressure Must live local to office within a 30-minute commute Benefits include: Generous salary dependent on experience 29 days annual leave inclusive of UK bank holidays (can earn an additional 5 days annual leave based on years employed) Standard auto-enrolment pension Annual discretionary bonus Employee Assistance Program Flexible/core hours working regime (in trial at the moment) Office spin the wheel for birthdays and work anniversaries
Apr 29, 2024
Full time
Our client is looking to recruit an experienced Payroll Administrator to join their payroll team. You will primarily be assisting the Payroll Manager in processing their monthly client payrolls. Calculating SMP, SSP, holiday pay etc. The role is currently office based, working Monday to Friday from 9am 5:30pm flexi. Requirements and experience: A minimum of 2-years payroll experience Experience with IRIS an advantage but not essential Ideally experience with pensions, auto-enrolment, Nest etc. Strong communication and organisation skills Strong attention to detail Working under pressure Must live local to office within a 30-minute commute Benefits include: Generous salary dependent on experience 29 days annual leave inclusive of UK bank holidays (can earn an additional 5 days annual leave based on years employed) Standard auto-enrolment pension Annual discretionary bonus Employee Assistance Program Flexible/core hours working regime (in trial at the moment) Office spin the wheel for birthdays and work anniversaries
Part-time Administrator required to join an award-winning consultancy who provided advice on pensions, investments, insurance, energy, health analytics and employee benefit to nearly one quarter of the FTSE250 and half of the FTSE100 firms. Working within a team of over 1000 across the UK, this is a great opportunity to work with a company who really invest and appreciate their staff. Offering amazing benefits, an inclusive environment, the opportunity to upskill and learn, a long with lots of fun socials and hybrid working, this truly is a great place to work. Supporting the Pensions Admin Team, they are looking for someone with some office admin experience, but personality and the ability to muck in and learn is key. The role will be working 3 days per week / 21 hours - and you must be available to work on Thursdays and Fridays. Daily duties to include: Answering client helplines where you will be required to perform security checks prior to assisting with queries, or taking change of details by telephone in connection with an individual case Opening and scanning of post each day; scanning it to the workflow system and distributing to team members Updating and reconciling postal logs Retrieving archive files on a daily basis, scanning the required case history to the workflow system Provide regular support in the scanning of documentation in line with the departmental paperless policy Supporting the departments daily printing needs with individual cases Supporting bulk print and mailout exercises in accordance with internal deadlines Monitoring of the team's mailbox, including the allocation of work to the workflow system Updating the Portal post log with any submissions received to the mailbox Monitoring our Pension Enquires box, forwarding on the emails to the relevant teams Assisting the Pensions Administration department in the production or amendment of written or visual material (such as letters, trustee meeting packs, reports, memos and presentations) Updating of member records on the Pension Administration system and Member Portal. Creating correspondence with agreed member updates such as change of address, surnames, title, forenames, date of birth, date of marriage and expression of wishes in line with service level agreements Administration and ownership of ad hoc tasks such as certificate returns, member Identification forms, banking and member satisfaction in accordance with service level agreements Support ad hoc requests from the client administration teams such as the booking of internal meetings, including the arrangement of invites, room and ordering of lunches. Issue and update of calendar invites and make travel arrangements. Processing of any unidentified post, returned post and reporting appropriately in accordance with GDPR Update and inform the team leader and others on the current state of all work in progress and outstanding work
Apr 29, 2024
Full time
Part-time Administrator required to join an award-winning consultancy who provided advice on pensions, investments, insurance, energy, health analytics and employee benefit to nearly one quarter of the FTSE250 and half of the FTSE100 firms. Working within a team of over 1000 across the UK, this is a great opportunity to work with a company who really invest and appreciate their staff. Offering amazing benefits, an inclusive environment, the opportunity to upskill and learn, a long with lots of fun socials and hybrid working, this truly is a great place to work. Supporting the Pensions Admin Team, they are looking for someone with some office admin experience, but personality and the ability to muck in and learn is key. The role will be working 3 days per week / 21 hours - and you must be available to work on Thursdays and Fridays. Daily duties to include: Answering client helplines where you will be required to perform security checks prior to assisting with queries, or taking change of details by telephone in connection with an individual case Opening and scanning of post each day; scanning it to the workflow system and distributing to team members Updating and reconciling postal logs Retrieving archive files on a daily basis, scanning the required case history to the workflow system Provide regular support in the scanning of documentation in line with the departmental paperless policy Supporting the departments daily printing needs with individual cases Supporting bulk print and mailout exercises in accordance with internal deadlines Monitoring of the team's mailbox, including the allocation of work to the workflow system Updating the Portal post log with any submissions received to the mailbox Monitoring our Pension Enquires box, forwarding on the emails to the relevant teams Assisting the Pensions Administration department in the production or amendment of written or visual material (such as letters, trustee meeting packs, reports, memos and presentations) Updating of member records on the Pension Administration system and Member Portal. Creating correspondence with agreed member updates such as change of address, surnames, title, forenames, date of birth, date of marriage and expression of wishes in line with service level agreements Administration and ownership of ad hoc tasks such as certificate returns, member Identification forms, banking and member satisfaction in accordance with service level agreements Support ad hoc requests from the client administration teams such as the booking of internal meetings, including the arrangement of invites, room and ordering of lunches. Issue and update of calendar invites and make travel arrangements. Processing of any unidentified post, returned post and reporting appropriately in accordance with GDPR Update and inform the team leader and others on the current state of all work in progress and outstanding work
We are currently seeking a Senior IFA Administrator to join a dynamic IFA firm directly authorised by the FCA. As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service. The team is offering more than just a job but a career path with exams payed for. Salary on offer to join their IFA Administration team is up to £35,000 Benefits Pension scheme, new members on 4% matched. Life cover of 4x basic salary, Income protection, Private medical cover, Health cash plan, Health and wellbeing helplines They are a financial planning and wealth management business, committed to illuminating each client's financial world. At the heart of their business is a dedicated team of professionals who strive to make a difference in their clients' lives every day. Your responsibilities will include: Onboarding: Providing comprehensive administrative support for the onboarding of new clients. Data management: Maintaining and updating client data in a secure environment. Reviews: Preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models. Trading: Assisting with trading activities for new business, rebalancing, and plan amendments requested by clients, ensuring accuracy and adherence to agreed timescales. Relationship building: Liaising with clients through telephone, letter, and email communications. Proposition delivery: Delivering service propositions within agreed service levels and timescales. Coordination: Collaborating with the administrative team to prepare application and provider forms as required, while keeping clients informed throughout the process. To be Considered: Have experience of working experience of Pensions or Investments products. Demonstrate strong problem-solving skills Ability to build relationships If you are passionate about making a positive impact and want to join our friendly, close-knit team, we invite you to apply
Apr 29, 2024
Full time
We are currently seeking a Senior IFA Administrator to join a dynamic IFA firm directly authorised by the FCA. As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service. The team is offering more than just a job but a career path with exams payed for. Salary on offer to join their IFA Administration team is up to £35,000 Benefits Pension scheme, new members on 4% matched. Life cover of 4x basic salary, Income protection, Private medical cover, Health cash plan, Health and wellbeing helplines They are a financial planning and wealth management business, committed to illuminating each client's financial world. At the heart of their business is a dedicated team of professionals who strive to make a difference in their clients' lives every day. Your responsibilities will include: Onboarding: Providing comprehensive administrative support for the onboarding of new clients. Data management: Maintaining and updating client data in a secure environment. Reviews: Preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models. Trading: Assisting with trading activities for new business, rebalancing, and plan amendments requested by clients, ensuring accuracy and adherence to agreed timescales. Relationship building: Liaising with clients through telephone, letter, and email communications. Proposition delivery: Delivering service propositions within agreed service levels and timescales. Coordination: Collaborating with the administrative team to prepare application and provider forms as required, while keeping clients informed throughout the process. To be Considered: Have experience of working experience of Pensions or Investments products. Demonstrate strong problem-solving skills Ability to build relationships If you are passionate about making a positive impact and want to join our friendly, close-knit team, we invite you to apply
Trainee Benefits Technician Type of contract: Permanent. Full time. 35 hours per week, Monday to Friday Location: Hybrid/London EC2R 7AF, with up to 3 days working from home post probation. Salary: £24,000 a year. Offer up to £26,000 a year only to an exceptional candidate with the relevant knowledge, skills, and experience. About the role This role supports the benefits administration service and works closely with the Senior Technicians and Technicians to facilitate the smooth running of the team. It is a learning and development opportunity, offering a first step to commencing a career in a financial environment. You will be responsible for: • Administering the Scheme's benefits in accordance with Scheme Rules and the agreed processes and methods, seeking guidance where required.• Indexing incoming correspondence accurately and promptly. Understanding of cradle-to-grave pensions administration is necessary for this.• Administering casework in accordance with client service agreements and deadlines, ensuring accuracy and quality in all work activity, identifying, and raising with the Assistant Administration Manager, any areas of risk in the administration.• Operating best practice and ensuring processes are documented and followed and constantly reviewing work processes with a view to identifying and raising with the Assistant Administration Manager, those which could be cost effectively and efficiently improved.• Ensuring that service standards are met and reporting any service failures to the Assistant Administration Manager• Liaising with employers and members as required and dealing with provision of advice about Scheme benefits to employers, members and other schemes.• Undertaking any other ad hoc tasks that may be required as part of the benefits administration. To be considered for this role you will need to demonstrate: • Education to secondary level including a minimum of grade C in Maths and English GCSE or equivalent qualification or equivalent experience.• Administration experience• Customer service experience• Accuracy and ability to follow instructions• Computer literacy• Good written and oral communication skills Other desirable knowledge/experience • Knowledge of The Pension Regulator• Knowledge of Pensions Systems What benefits you will get from us • Hybrid working (after completion of probation period)• Flexi time with the ability to generate additional leave• 26 days holiday entitlement, including Christmas closure• Best-in-class pension scheme. A generous employer contribution to your pension, and life insurance while you're paying in• Getting to work schemes• Private Medical Insurance• Social activities during the year If you feel you have the skills and experience to be successful in this role then apply today! About us SAUL Trustee Company is a great place to work, whether you're a pensions specialist, an HR professional or an IT whizz, we might be the next step in your career. We're a Hybrid scheme and having recently become a Master Trust. We're the Trustee and administrator of a multi-employer pension scheme, looking after the pensions of more than 80,000 members and approximately £3.1bn in assets invested across multiple strategies. The success of the investment strategy is key to maintaining the sustainability and affordability of the Scheme. SAUL Trustee Company (STC) is ranked the 23rd Best Company to work for in the UK in 2023 and we have retained our two-star accreditation as an outstanding place to work. At STC, we are responsible for: • collecting the money members and employers pay into SAUL• managing where that money is invested• making sure we pay the right pension to the right person at the right time.
Apr 29, 2024
Full time
Trainee Benefits Technician Type of contract: Permanent. Full time. 35 hours per week, Monday to Friday Location: Hybrid/London EC2R 7AF, with up to 3 days working from home post probation. Salary: £24,000 a year. Offer up to £26,000 a year only to an exceptional candidate with the relevant knowledge, skills, and experience. About the role This role supports the benefits administration service and works closely with the Senior Technicians and Technicians to facilitate the smooth running of the team. It is a learning and development opportunity, offering a first step to commencing a career in a financial environment. You will be responsible for: • Administering the Scheme's benefits in accordance with Scheme Rules and the agreed processes and methods, seeking guidance where required.• Indexing incoming correspondence accurately and promptly. Understanding of cradle-to-grave pensions administration is necessary for this.• Administering casework in accordance with client service agreements and deadlines, ensuring accuracy and quality in all work activity, identifying, and raising with the Assistant Administration Manager, any areas of risk in the administration.• Operating best practice and ensuring processes are documented and followed and constantly reviewing work processes with a view to identifying and raising with the Assistant Administration Manager, those which could be cost effectively and efficiently improved.• Ensuring that service standards are met and reporting any service failures to the Assistant Administration Manager• Liaising with employers and members as required and dealing with provision of advice about Scheme benefits to employers, members and other schemes.• Undertaking any other ad hoc tasks that may be required as part of the benefits administration. To be considered for this role you will need to demonstrate: • Education to secondary level including a minimum of grade C in Maths and English GCSE or equivalent qualification or equivalent experience.• Administration experience• Customer service experience• Accuracy and ability to follow instructions• Computer literacy• Good written and oral communication skills Other desirable knowledge/experience • Knowledge of The Pension Regulator• Knowledge of Pensions Systems What benefits you will get from us • Hybrid working (after completion of probation period)• Flexi time with the ability to generate additional leave• 26 days holiday entitlement, including Christmas closure• Best-in-class pension scheme. A generous employer contribution to your pension, and life insurance while you're paying in• Getting to work schemes• Private Medical Insurance• Social activities during the year If you feel you have the skills and experience to be successful in this role then apply today! About us SAUL Trustee Company is a great place to work, whether you're a pensions specialist, an HR professional or an IT whizz, we might be the next step in your career. We're a Hybrid scheme and having recently become a Master Trust. We're the Trustee and administrator of a multi-employer pension scheme, looking after the pensions of more than 80,000 members and approximately £3.1bn in assets invested across multiple strategies. The success of the investment strategy is key to maintaining the sustainability and affordability of the Scheme. SAUL Trustee Company (STC) is ranked the 23rd Best Company to work for in the UK in 2023 and we have retained our two-star accreditation as an outstanding place to work. At STC, we are responsible for: • collecting the money members and employers pay into SAUL• managing where that money is invested• making sure we pay the right pension to the right person at the right 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
Apr 29, 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 29, 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
Trainee Benefits Technician Type of contract: Permanent. Full time. 35 hours per week, Monday to Friday Location: Hybrid/London EC2R 7AF, with up to 3 days working from home post probation. Salary: £24,000 a year. Offer up to £26,000 a year only to an exceptional candidate with the relevant knowledge, skills, and experience. About the role This role supports the benefits administration service and works closely with the Senior Technicians and Technicians to facilitate the smooth running of the team. It is a learning and development opportunity, offering a first step to commencing a career in a financial environment. You will be responsible for: • Administering the Scheme s benefits in accordance with Scheme Rules and the agreed processes and methods, seeking guidance where required. • Indexing incoming correspondence accurately and promptly. Understanding of cradle-to-grave pensions administration is necessary for this. • Administering casework in accordance with client service agreements and deadlines, ensuring accuracy and quality in all work activity, identifying, and raising with the Assistant Administration Manager, any areas of risk in the administration. • Operating best practice and ensuring processes are documented and followed and constantly reviewing work processes with a view to identifying and raising with the Assistant Administration Manager, those which could be cost effectively and efficiently improved. • Ensuring that service standards are met and reporting any service failures to the Assistant Administration Manager • Liaising with employers and members as required and dealing with provision of advice about Scheme benefits to employers, members and other schemes. • Undertaking any other ad hoc tasks that may be required as part of the benefits administration. To be considered for this role you will need to demonstrate: • Education to secondary level including a minimum of grade C in Maths and English GCSE or equivalent qualification or equivalent experience. • Administration experience • Customer service experience • Accuracy and ability to follow instructions • Computer literacy • Good written and oral communication skills Other desirable knowledge/experience • Knowledge of The Pension Regulator • Knowledge of Pensions Systems What benefits you will get from us • Hybrid working (after completion of probation period) • Flexi time with the ability to generate additional leave • 26 days holiday entitlement, including Christmas closure • Best-in-class pension scheme. A generous employer contribution to your pension, and life insurance while you re paying in • Getting to work schemes • Private Medical Insurance • Social activities during the year If you feel you have the skills and experience to be successful in this role then apply today! About us SAUL Trustee Company is a great place to work, whether you re a pensions specialist, an HR professional or an IT whizz, we might be the next step in your career. We re a Hybrid scheme and having recently become a Master Trust. We re the Trustee and administrator of a multi-employer pension scheme, looking after the pensions of more than 80,000 members and approximately £3.1bn in assets invested across multiple strategies. The success of the investment strategy is key to maintaining the sustainability and affordability of the Scheme. SAUL Trustee Company (STC) is ranked the 23rd Best Company to work for in the UK in 2023 and we have retained our two-star accreditation as an outstanding place to work. At STC, we are responsible for: • collecting the money members and employers pay into SAUL • managing where that money is invested • making sure we pay the right pension to the right person at the right time.
Apr 29, 2024
Full time
Trainee Benefits Technician Type of contract: Permanent. Full time. 35 hours per week, Monday to Friday Location: Hybrid/London EC2R 7AF, with up to 3 days working from home post probation. Salary: £24,000 a year. Offer up to £26,000 a year only to an exceptional candidate with the relevant knowledge, skills, and experience. About the role This role supports the benefits administration service and works closely with the Senior Technicians and Technicians to facilitate the smooth running of the team. It is a learning and development opportunity, offering a first step to commencing a career in a financial environment. You will be responsible for: • Administering the Scheme s benefits in accordance with Scheme Rules and the agreed processes and methods, seeking guidance where required. • Indexing incoming correspondence accurately and promptly. Understanding of cradle-to-grave pensions administration is necessary for this. • Administering casework in accordance with client service agreements and deadlines, ensuring accuracy and quality in all work activity, identifying, and raising with the Assistant Administration Manager, any areas of risk in the administration. • Operating best practice and ensuring processes are documented and followed and constantly reviewing work processes with a view to identifying and raising with the Assistant Administration Manager, those which could be cost effectively and efficiently improved. • Ensuring that service standards are met and reporting any service failures to the Assistant Administration Manager • Liaising with employers and members as required and dealing with provision of advice about Scheme benefits to employers, members and other schemes. • Undertaking any other ad hoc tasks that may be required as part of the benefits administration. To be considered for this role you will need to demonstrate: • Education to secondary level including a minimum of grade C in Maths and English GCSE or equivalent qualification or equivalent experience. • Administration experience • Customer service experience • Accuracy and ability to follow instructions • Computer literacy • Good written and oral communication skills Other desirable knowledge/experience • Knowledge of The Pension Regulator • Knowledge of Pensions Systems What benefits you will get from us • Hybrid working (after completion of probation period) • Flexi time with the ability to generate additional leave • 26 days holiday entitlement, including Christmas closure • Best-in-class pension scheme. A generous employer contribution to your pension, and life insurance while you re paying in • Getting to work schemes • Private Medical Insurance • Social activities during the year If you feel you have the skills and experience to be successful in this role then apply today! About us SAUL Trustee Company is a great place to work, whether you re a pensions specialist, an HR professional or an IT whizz, we might be the next step in your career. We re a Hybrid scheme and having recently become a Master Trust. We re the Trustee and administrator of a multi-employer pension scheme, looking after the pensions of more than 80,000 members and approximately £3.1bn in assets invested across multiple strategies. The success of the investment strategy is key to maintaining the sustainability and affordability of the Scheme. SAUL Trustee Company (STC) is ranked the 23rd Best Company to work for in the UK in 2023 and we have retained our two-star accreditation as an outstanding place to work. At STC, we are responsible for: • collecting the money members and employers pay into SAUL • managing where that money is invested • making sure we pay the right pension to the right person at the right time.
Pensions Administrator £26,000-£30,000 Leicester Monday Friday WFH 1 Day Our client A financial services business who has experienced year on year growth is now looking to add an experienced Administrator to their busy team. This is a fantastic opportunity to work for a SAAS business where you will assist clients with their day-to-day needs. The role Responding to customer enquiries Working to deadlines, ensuring client queries are dealt with in a timely manner Updating client profiles always ensuring accuracy Working to FCA guidelines Supporting management with their administrative needs Escalating client issues with the tech team Following legislative guidelines when processing documentation The candidate Previous experience working in administration, preferably financial services however this isn t essential Strong attention to detail Ability to communication both written and verbal Professional communicator Happy to work from the office in Leicester 4 days per week Interested? Please click apply today!
Apr 29, 2024
Full time
Pensions Administrator £26,000-£30,000 Leicester Monday Friday WFH 1 Day Our client A financial services business who has experienced year on year growth is now looking to add an experienced Administrator to their busy team. This is a fantastic opportunity to work for a SAAS business where you will assist clients with their day-to-day needs. The role Responding to customer enquiries Working to deadlines, ensuring client queries are dealt with in a timely manner Updating client profiles always ensuring accuracy Working to FCA guidelines Supporting management with their administrative needs Escalating client issues with the tech team Following legislative guidelines when processing documentation The candidate Previous experience working in administration, preferably financial services however this isn t essential Strong attention to detail Ability to communication both written and verbal Professional communicator Happy to work from the office in Leicester 4 days per week Interested? Please click apply today!
Are you looking to join a dynamic and established financial services company? Do you have good communication and organisation skills? Are you flexible and have a proactive and can-do approach? Juice is delighted to be supporting a reputable professional services company based in Bath, with their search for an Administrator. You will be providing day-to-day administration support to the Operations team, delivering an excellent client service and ensuring deadlines are met. This is a fantastic opportunity to kickstart your commercial career, joining an organisaiton that offers long-term development.DAY TO DAY:• Prepare and package financial planning reports.• Preparing transactional templated client letters.• Liaise with product providers to obtain fees and charges on specific products.• Obtain and assist with the completion of application/instruction forms and fact finds.• Obtaining policy information, documents, factsheets, illustrations, and product comparison quotes.• Uploading documents and correspondence to client records.• Maintaining accurate client information and recording client interaction on the back-office system.• Assisting with the onboarding process of new clients.• Assisting with the annual review process of existing clients.• Any additional ad-hoc requests and support on company projects as and when required.WE WOULD LOVE TO SEE:• Strong experience using MS Office products.• Excellent communication skills, both written and verbal.• Be highly organised with good attention to detail.• Demonstrate being flexible and proactive with your approach.• Experience working as an administrator or someone who has a strong desire to work in financial services.• Self-motivated and adaptable to change.• Experience of working in a small to medium-sized financial services environment.AND FOR YOU:• £22,000-£23,000 per annum.• 25 Days holiday plus Bank Holiday.• Holiday buy and sell scheme.• Life assurance.• Group pensions.• Private medical care.• Income protection.• A range of discounts for schemes.• Free fruit deliveries.• Charity fundraisers and social events. This is a full-time in the office role.Please apply today to be considered for this role!
Apr 29, 2024
Full time
Are you looking to join a dynamic and established financial services company? Do you have good communication and organisation skills? Are you flexible and have a proactive and can-do approach? Juice is delighted to be supporting a reputable professional services company based in Bath, with their search for an Administrator. You will be providing day-to-day administration support to the Operations team, delivering an excellent client service and ensuring deadlines are met. This is a fantastic opportunity to kickstart your commercial career, joining an organisaiton that offers long-term development.DAY TO DAY:• Prepare and package financial planning reports.• Preparing transactional templated client letters.• Liaise with product providers to obtain fees and charges on specific products.• Obtain and assist with the completion of application/instruction forms and fact finds.• Obtaining policy information, documents, factsheets, illustrations, and product comparison quotes.• Uploading documents and correspondence to client records.• Maintaining accurate client information and recording client interaction on the back-office system.• Assisting with the onboarding process of new clients.• Assisting with the annual review process of existing clients.• Any additional ad-hoc requests and support on company projects as and when required.WE WOULD LOVE TO SEE:• Strong experience using MS Office products.• Excellent communication skills, both written and verbal.• Be highly organised with good attention to detail.• Demonstrate being flexible and proactive with your approach.• Experience working as an administrator or someone who has a strong desire to work in financial services.• Self-motivated and adaptable to change.• Experience of working in a small to medium-sized financial services environment.AND FOR YOU:• £22,000-£23,000 per annum.• 25 Days holiday plus Bank Holiday.• Holiday buy and sell scheme.• Life assurance.• Group pensions.• Private medical care.• Income protection.• A range of discounts for schemes.• Free fruit deliveries.• Charity fundraisers and social events. This is a full-time in the office role.Please apply today to be considered for this role!
Pensions Administrator (TPS/LGPS) Kent / Hybrid 2 month contract Pensions Administrator - A public sector institution in Kent are looking to recruit a temporary Pensions Administrator to join their team on approximately a 2-month contract. Pensions Administrator - Skills and Experience; Experienced TPS and/or LGPS Administrator 2 years experience in TPS and/or LGPS Available at short notice or immediately Please apply online asap if this is of interest. 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 29, 2024
Seasonal
Pensions Administrator (TPS/LGPS) Kent / Hybrid 2 month contract Pensions Administrator - A public sector institution in Kent are looking to recruit a temporary Pensions Administrator to join their team on approximately a 2-month contract. Pensions Administrator - Skills and Experience; Experienced TPS and/or LGPS Administrator 2 years experience in TPS and/or LGPS Available at short notice or immediately Please apply online asap if this is of interest. 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.
Compliance Administration Location: Farnborough salary: £25000 - £30000 We are recruiting for a Compliance Assistant to join the Compliance Team of a private practice Law firm based in Farnborough. This role is a great opportunity to join a leading Legal 500 law firm. What are the day-to-day duties of the role? Act as first point of contact for internal risk and compliance queries. Provide legal compliance guidance to employees of the Firm. Process all daily incoming risk and compliance queries. Reviewing, processing and responding to queries and issues especially in Money Laundering Regulations. Maintaining the firm's on-line training platform; Assisting with new starter compliance engagement; Assisting the Risk & Compliance Manager with practising certificate renewals; Other associated compliance administration. Supporting the Compliance Administration Assistant as and when required. Working with the Compliance Team to ensure compliance with the firm's plans, policies and procedures. Benefits Annual leave of 25 days holiday plus bank holidaysLife AssuranceFree Car ParkingPensions Scheme Plus many more other benefits Requirements Skills and Qualifications Preference will be given to candidates who have at least 1 year's compliance experience in the legal industry and a knowledge of Money Laundering Legislation and SRA regulations.
Apr 28, 2024
Full time
Compliance Administration Location: Farnborough salary: £25000 - £30000 We are recruiting for a Compliance Assistant to join the Compliance Team of a private practice Law firm based in Farnborough. This role is a great opportunity to join a leading Legal 500 law firm. What are the day-to-day duties of the role? Act as first point of contact for internal risk and compliance queries. Provide legal compliance guidance to employees of the Firm. Process all daily incoming risk and compliance queries. Reviewing, processing and responding to queries and issues especially in Money Laundering Regulations. Maintaining the firm's on-line training platform; Assisting with new starter compliance engagement; Assisting the Risk & Compliance Manager with practising certificate renewals; Other associated compliance administration. Supporting the Compliance Administration Assistant as and when required. Working with the Compliance Team to ensure compliance with the firm's plans, policies and procedures. Benefits Annual leave of 25 days holiday plus bank holidaysLife AssuranceFree Car ParkingPensions Scheme Plus many more other benefits Requirements Skills and Qualifications Preference will be given to candidates who have at least 1 year's compliance experience in the legal industry and a knowledge of Money Laundering Legislation and SRA regulations.
Reed Bury St Edmunds are working with a Prestigious company seeking Administrators /Team Support If you are seeking a role where you can develop and grow, then our client has the tool kit to provide the development and training, plus hosts a great list of Benefits all focussed on your personal Career growth. Job Type: Full-time 35 hours per week Office Based Location: Bury St Edmunds Salary: £23,000 - £25,000 We are currently seeking a Team Support professional to join our private client team. The successful candidate will provide essential administrative support, ensuring that the team has access to timely and accurate information and that client records are meticulously maintained. Day to Day of the Role: Input fact-find details onto internal systems. Undertake scanning and ensure information is saved correctly. Collate information and prepare client review meeting packs. Input and analyse completed risk profile questionnaires. Undertake post-review work in accordance with the checklist. Liaise with the team regarding reviews due each month and keep opportunities up to date. Complete anti-money laundering checks for individuals and corporate clients. Generate policy information request letters and send to providers, setting up the event list and analysis sheet. Complete policy analysis and provide general administrative support to the private client team. Maintain and update personal talent development records, ensuring objectives and training impacts are recorded. Required Skills & Qualifications: Exceptional attention to detail and accuracy. Proficiency in computer literacy and data management. Analytical skills with the ability to organise and prioritise effectively. Strong time management skills and the ability to build and maintain relationships. Excellent communication skills, both written and verbal. Ability to identify and raise any issues or errors and follow rules and procedures. Desirable: Progress towards the Diploma in Financial Planning. Knowledge of pensions and investments. Mentoring skills and the ability to work proactively and on own initiative. Creativity and innovation. Personal Attributes: Professional behaviour, trustworthiness, integrity, and a curious nature with a willingness to learn and improve. Willingness to help and support the wider team, including covering reception/IT queries. How to Apply: To apply for the Team Support position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
Apr 28, 2024
Full time
Reed Bury St Edmunds are working with a Prestigious company seeking Administrators /Team Support If you are seeking a role where you can develop and grow, then our client has the tool kit to provide the development and training, plus hosts a great list of Benefits all focussed on your personal Career growth. Job Type: Full-time 35 hours per week Office Based Location: Bury St Edmunds Salary: £23,000 - £25,000 We are currently seeking a Team Support professional to join our private client team. The successful candidate will provide essential administrative support, ensuring that the team has access to timely and accurate information and that client records are meticulously maintained. Day to Day of the Role: Input fact-find details onto internal systems. Undertake scanning and ensure information is saved correctly. Collate information and prepare client review meeting packs. Input and analyse completed risk profile questionnaires. Undertake post-review work in accordance with the checklist. Liaise with the team regarding reviews due each month and keep opportunities up to date. Complete anti-money laundering checks for individuals and corporate clients. Generate policy information request letters and send to providers, setting up the event list and analysis sheet. Complete policy analysis and provide general administrative support to the private client team. Maintain and update personal talent development records, ensuring objectives and training impacts are recorded. Required Skills & Qualifications: Exceptional attention to detail and accuracy. Proficiency in computer literacy and data management. Analytical skills with the ability to organise and prioritise effectively. Strong time management skills and the ability to build and maintain relationships. Excellent communication skills, both written and verbal. Ability to identify and raise any issues or errors and follow rules and procedures. Desirable: Progress towards the Diploma in Financial Planning. Knowledge of pensions and investments. Mentoring skills and the ability to work proactively and on own initiative. Creativity and innovation. Personal Attributes: Professional behaviour, trustworthiness, integrity, and a curious nature with a willingness to learn and improve. Willingness to help and support the wider team, including covering reception/IT queries. How to Apply: To apply for the Team Support position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
I am working with a leading employer in the financial services sector who have a reputation for challenging existing thinking on pensions, benefits and investment advice. As an organisation they have grown consistently over the last couple of years in terms of new business acquisitions and new business wins. As they grow and evolve further, they are now seeking Project Pension Administrators to support their growing pension scheme administration service. These roles are specifically intended to support the operational teams in delivering scheme projects alongside business as usual operations that will see you supporting the operational teams in the delivery of technical administration projects but without the operational/portfolio responsibilities. Working within team that have been designed to help the business quickly adapt and deliver administration projects without the need to divert resources from existing day-to-day operations, you will see yourself gain experience working on a variety of projects including GMP reconciliation and equalisation, benefit analysis and rectification work, new scheme implementations and scheme events; and support etc. With the ability to prioritise projects and scheme work to ensure delivery in accordance with client Service Level Agreements, it is essential that you have proven experience in delivering administration services to Defined Benefit pension schemes and a strong technical pensions and legislative knowledge and understanding These roles are offered on a flexible hybrid working basis (offices are based in Bristol, Leeds, Glasgow, Edinburgh, Reading, Croydon, Manchester, Birmingham and Bristol) and are perfect career opportunities for experienced pension administrators who are looking to move away from the daily scheme administration and develop their expertise and knowledge further within a project related role. Offering an exceptional basic salary (dependent on level of experience) and a highly attractive benefits package, further details are available on application.
Apr 28, 2024
Full time
I am working with a leading employer in the financial services sector who have a reputation for challenging existing thinking on pensions, benefits and investment advice. As an organisation they have grown consistently over the last couple of years in terms of new business acquisitions and new business wins. As they grow and evolve further, they are now seeking Project Pension Administrators to support their growing pension scheme administration service. These roles are specifically intended to support the operational teams in delivering scheme projects alongside business as usual operations that will see you supporting the operational teams in the delivery of technical administration projects but without the operational/portfolio responsibilities. Working within team that have been designed to help the business quickly adapt and deliver administration projects without the need to divert resources from existing day-to-day operations, you will see yourself gain experience working on a variety of projects including GMP reconciliation and equalisation, benefit analysis and rectification work, new scheme implementations and scheme events; and support etc. With the ability to prioritise projects and scheme work to ensure delivery in accordance with client Service Level Agreements, it is essential that you have proven experience in delivering administration services to Defined Benefit pension schemes and a strong technical pensions and legislative knowledge and understanding These roles are offered on a flexible hybrid working basis (offices are based in Bristol, Leeds, Glasgow, Edinburgh, Reading, Croydon, Manchester, Birmingham and Bristol) and are perfect career opportunities for experienced pension administrators who are looking to move away from the daily scheme administration and develop their expertise and knowledge further within a project related role. Offering an exceptional basic salary (dependent on level of experience) and a highly attractive benefits package, further details are available on application.