53 Pension Consultant jobs in the United Kingdom
Pension Consultant
Posted 9 days ago
Job Viewed
Job Description
Well there are three main reasons.
One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated.
Not problems you'll encounter at this business.
You already know about pensions but this job will take that knowledge up several levels. You’ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client’s problem.
In short, you'll become the go-to person for everything pension related. An expert.
As for progression, well, they've got that covered too.
There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle.
And as for fairness that's high up the agenda too.
The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including:
- Non-contributory pension (10%)
- 28 days leave
- PHI
- Critical Illness
- Dental Insurance
- Life Cover (x10)
And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe.
They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does.
HERE'S WHAT YOU'LL NEED:
You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on.
You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers.
---
Ready to become an expert? Click apply.
If you don't have a CV send us contact details and we will be in touch to answer your questions.
Everyone will get a response.
Pension Consultant
Posted 9 days ago
Job Viewed
Job Description
Well there are three main reasons.
One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated.
Not problems you'll encounter at this business.
You already know about pensions but this job will take that knowledge up several levels. You’ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client’s problem.
In short, you'll become the go-to person for everything pension related. An expert.
As for progression, well, they've got that covered too.
There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle.
And as for fairness that's high up the agenda too.
The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including:
- Non-contributory pension (10%)
- 28 days leave
- PHI
- Critical Illness
- Dental Insurance
- Life Cover (x10)
And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe.
They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does.
HERE'S WHAT YOU'LL NEED:
You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on.
You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers.
---
Ready to become an expert? Click apply.
If you don't have a CV send us contact details and we will be in touch to answer your questions.
Everyone will get a response.
Pension Consultant
Posted 20 days ago
Job Viewed
Job Description
Well there are three main reasons.
One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated.
Not problems you'll encounter at this business.
You already know about pensions but this job will take that knowledge up several levels. You’ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client’s problem.
In short, you'll become the go-to person for everything pension related. An expert.
As for progression, well, they've got that covered too.
There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle.
And as for fairness that's high up the agenda too.
The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including:
- Non-contributory pension (10%)
- 28 days leave
- PHI
- Critical Illness
- Dental Insurance
- Life Cover (x10)
And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe.
They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does.
HERE'S WHAT YOU'LL NEED:
You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on.
You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers.
---
Ready to become an expert? Click apply.
If you don't have a CV send us contact details and we will be in touch to answer your questions.
Everyone will get a response.
Pension Consultant
Posted 20 days ago
Job Viewed
Job Description
Well there are three main reasons.
One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated.
Not problems you'll encounter at this business.
You already know about pensions but this job will take that knowledge up several levels. You’ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client’s problem.
In short, you'll become the go-to person for everything pension related. An expert.
As for progression, well, they've got that covered too.
There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle.
And as for fairness that's high up the agenda too.
The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including:
- Non-contributory pension (10%)
- 28 days leave
- PHI
- Critical Illness
- Dental Insurance
- Life Cover (x10)
And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe.
They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does.
HERE'S WHAT YOU'LL NEED:
You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on.
You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers.
---
Ready to become an expert? Click apply.
If you don't have a CV send us contact details and we will be in touch to answer your questions.
Everyone will get a response.
Financial Planning Assistant
Posted 6 days ago
Job Viewed
Job Description
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.
We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times.
Specifically you'll:
Provide relevant documentation ahead of FPC client meetings;
Obtain relevant research relating to proposed advice;
Compile suitability letters based on the advice being given;
Process new business;
Ensure accurate completion of compliance requirements;
Respond to client queries; • Maintaining client records on XPlan;
Liaise with life offices and providers;
Ensure the administrative requirements are completed for the Client Review Process;
Contribute to new business development;
Proactively maintaining a high level of client service;
Carry out other administrative related tasks as required in support of the FPC.
We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems. It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning.
Great salary and company benefits are offered with this role.
Financial Planning Administrator
Posted 9 days ago
Job Viewed
Job Description
Direct Response Employment Services are recruiting for a IFA Technical Administrator to join our clients team on a permanent basis . Our client is a highly personalised Wealth Management company specializing in expert financial planning advice for business owners, and private clients.
Key Duties:
- Provide comprehensive administrative support to the financial planning team.
- Assist in the preparation of documentation for client meetings, ensuring accuracy and attention to detail.
- Maintain and update client records and financial databases efficiently.
- Communicate effectively with clients and providers to facilitate smooth transactions and inquiries.
- Contribute to continuous improvement projects aimed at enhancing company processes and services.
What we are looking for:
We are looking for someone who has previously worked within a financial planning practice or a candidate who has studied within RO1, CF1, FA1 or equivalent. You will possess excellent communication and organisation skills along with excellent IT skills including excel.
On Offer:
- Salary: 25,000 - 30,000 depending on experience (Plus discretionary bonus)
- 23 days holiday plus bank holiday, increasing with length on service.
- Group Life Cover
- Group income protection
- Wellness programmes
- Paid Sick leave
- Ongoing support and training
Please note this role is fully office based with no remote working.
If you have the above skill set and interested in discussing this role further then please get in touch for an immediate chat.
Financial Planning Administrator
Posted 9 days ago
Job Viewed
Job Description
Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client with offices throughout the UK.
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Cardiff, these are newly created roles to boost additional headcount.
The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date and the Financial planners have everything needed in order to deliver exceptional service to clients.
Role Responsibilities:
- Ownership of the new business application process
- Process new business within target/service level agreements
- Engage with providers and other 3rd parties to ensure that new business can be processed timely and effectively
- Work collaboratively and communicate effectively with internal colleagues as well as external professionals such as providers, solicitors and accountants
- Action Letters of Authority and Transfer of Authority, following through with providers to ensure policy information is received
- Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken
- Assist Financial Planners in actively chasing and providing updates on pipeline business when requested
- Work collaboratively with colleagues across the business to ensure that Financial Planners are prepared for client meetings.
- Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilled
- Action post in and out daily (when required). Sort, prioritise on receipt, scan and allocate appropriately.
- Issue documentation in line with company procedure
- Ensure that client complaints and/or breaches are escalated immediately to management/compliance
- Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated
- Ensure comprehensive client information is maintained in the back-office system.
Benefits of joining the business:
- 28 days holiday plus Bank Holidays
- Death in Service
- Private Medical Insurance
- Group Income Protection
- Employee Assistance Program
- Medicash
- Private Pension
- Discretionary, up to 10% company annual bonus
- Hybrid/Work from home
- Full support for further professional qualifications
A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.
Home/office hybrid working is fully supported during the working week.
Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now.
Staff retention is second to none with our client, we have represented them for years with excellent success.
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Financial Planning Administrator
Posted 9 days ago
Job Viewed
Job Description
Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client with offices throughout the UK.
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Borehamwood, these are newly created roles to boost additional headcount.
The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date and the Financial planners have everything needed in order to deliver exceptional service to clients.
Role Responsibilities:
- Ownership of the new business application process
- Process new business within target/service level agreements
- Engage with providers and other 3rd parties to ensure that new business can be processed timely and effectively
- Work collaboratively and communicate effectively with internal colleagues as well as external professionals such as providers, solicitors and accountants
- Action Letters of Authority and Transfer of Authority, following through with providers to ensure policy information is received
- Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken
- Assist Financial Planners in actively chasing and providing updates on pipeline business when requested
- Work collaboratively with colleagues across the business to ensure that Financial Planners are prepared for client meetings.
- Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilled
- Action post in and out daily (when required). Sort, prioritise on receipt, scan and allocate appropriately.
- Issue documentation in line with company procedure
- Ensure that client complaints and/or breaches are escalated immediately to management/compliance
- Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated
- Ensure comprehensive client information is maintained in the back-office system.
Benefits of joining the business:
- 28 days holiday plus Bank Holidays
- Death in Service
- Private Medical Insurance
- Group Income Protection
- Employee Assistance Program
- Medicash
- Private Pension
- Discretionary, up to 10% company annual bonus
- Hybrid/Work from home
- Full support for further professional qualifications
A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.
Home/office hybrid working is fully supported during the working week.
Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now.
Staff retention is second to none with our client, we have represented them for years with excellent success.
Financial Planning Administrator
Posted 9 days ago
Job Viewed
Job Description
This is a pivotal, fully office-based role providing comprehensive administrative support to the team of Financial Advisers.
The ideal candidate will have a professional, mature attitude and a strong eye for detail, capable of consistently producing accurate, high-quality work.
Key Responsibilities
- Provide administrative support to Financial Advisers across all areas of financial planning.
- Maintain and update client records on the back-office system
- Ensure all client files comply with regulatory standards.
- Prepare client documentation, including illustrations, key features documents, and application forms.
- Process new business applications, investment trades, pension contributions, and transfer requests.
- Draft and submit Letters of Authority and liaise with product providers to obtain information.
- Prepare investment valuations, performance reports, and review packs.
- Assist with compiling client meeting documentation and annual review reports.
- Minimum 2 years’ experience in a similar role within an Independent Financial Adviser (IFA) firm.
- High attention to detail and strong organisational skills.
- Proficient in using Intelligent Office and Wrap Platforms (e.g. Standard Life, Aegon, Transact).
- Strong working knowledge of Microsoft Word and Excel.
- Solid understanding of financial planning processes, compliance, and current regulations.
- Excellent written and verbal communication skills.
- Professional, punctual, well-presented, and a strong team player.
Package
- Competitive salary up to £35,000 (dependent on experience)
- 25 days holiday + bank holidays
- Company pension scheme
- Discretionary annual bonus
- Death in service benefit
- Free on-site parking
- Support with professional development and qualifications
- Friendly, professional, and sociable office environment
Financial Planning Administrator
Posted 9 days ago
Job Viewed
Job Description
Financial Planning Administrator - Wakefield outskirts
Tempest Jones are excited to be recruiting for is a thriving national chartered financial planning practice specialising in provision of advice on whole of market pensions, investments, mortgages, and protection.
They are now seeking a Financial Planning Administrator to join their dynamic team to assist the advisers in creation and maintenance of client financial portfolios.
This role offers an exceptional opportunity to work in a supportive environment that promotes ongoing career development and progression, including industry exam sponsorship.
On offer:
- Competitive
- Study support toward the Diploma in Financial Planning
- Multiple career progression opportunities
- Hybrid working
- Free parking
- Competitive benefits package
Key Responsibilities:
- Managing both new and existing client accounts
- Obtaining illustrations for new business and preparing portfolio valuation reports for existing pensions and investments
- Accessing provider platforms to gather essential information
- Processing business accurately and promptly in line with compliance guidelines
- Document preparation, scanning, and data input as required
- Diary management and other ad hoc tasks as requested by advisers
- Answering telephones professionally and courteously, providing information and assistance to advisers and third parties
Requirements:
- Professional background within an administrative capacity or a recent graduate with a financial services related degree and relevant work experience, plus neither current nor future need for sponsorship.
- Confidence using Microsoft Office, word and Excel.
- Excellent communication skills both verbal and written.
- Permanent residency and right to work in the UK. This company are unfortunately unable to provide sponsorship so they are seeking candidates who have both current and indefinite right to work in the UK.
If you are looking to advance your career within a leading financial planning practice and keen to find out more, we want to hear from you!
Apply today by sending your cv to jenny @ tempestjones .com
Financial Planning Administrator, IFA Administrator, Sales Support, Financial Services Administrator, Administrator, West Yorkshire, Wakefield, Castleford, Leeds