179 Pension Consultant jobs in the United Kingdom

Due to sustained growth of the team, our award winning client have a rare new job vacancy for a defined benefit pensions consultant / client manager to work at the forefront of their Glasgow office to manage a portfolio of DB schemes. In the role whilst reporting to Glasgow, they have maintained a hybrid work model and can offer flexible/part time working if required. This is a first class and rare opportunity for either an experienced consultant to work with an industry leader, or someone with a strong grounding in technical work to make the next step in their career from admin to consultancy.

This job being available is due to steady new business wins and the successful applicant will be in a client facing role, ideally with having had experience in a similar role previously. Previous technical senior defined benefit pensions experience is essential, in addition to experience in client management within pensions. Professional qualifications such as PMI are desirable, but not essential.

You will be working with clients who have a mixture of defined benefit and defined contribution pension schemes. Technical knowledge of cradle to grave pensions administration is required, a thorough understand of scheme rules and current legislation, an ability to demonstrate and communicate your knowledge clearly and concisely.

On a daily basis you will be managing a portfolio of clients and be liaising with Trustees, Actuaries and external parties on a daily basis to exceed their expectations and go the extra mile, working as a true ambassador for the business. The role is vital to the success of the team and your impact and daily duties will instantly add value.

An excellent basic salary is on offer for the successful candidate, depending on experience. Whilst part of a national set up they maintain a close knit team ethos where your contributions will be recognised.

If this opportunity is of interest to you and you have the DB or final salary pensions experience, including client contact, then please get in touch to Alison Curran on by submitting your cv for review and a confidential discussion about this and potentially other roles also available.

We’re a pan-European digital wealth manager with 160,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London. 

Mission 

To provide investment solutions and advice to protect and grow client wealth through time. 

Our Core Values: 

We’ve built our business on three Principles: 

Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else. 

Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact. 

Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream 

What this means in practice: At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most. 

About the role:

We are looking for a driven and ambitious individual, who has a keen interest in pensions and client relationships. This position is a client facing role, where the individual would deal daily with many clients, via phone mostly, discussing their pension needs and providing guidance where required.

The ideal candidate is self-motivated, approachable, and thrives in a fast-paced, collaborative environment. You’ll serve as a main point of contact for clients and will, once established, look after your own book of clients. This would involve some quantitative and qualitative targets - ensuring that your book of clients is satisfied and is positively contributing net inflows.

This job is a mixture of a commercial but advisory role, but with a strong desire to get good outcomes for our clients and ensure everything runs smoothly.

The candidate must have some interest in investments and pensions, ideally with some experience in client facing roles. However plenty of education will be delivered in the role and there will be the option to take further exams. This role can be a stepping stone for those looking to become a pension or investment advisor.

Responsibilities

• Act as a spokesperson for Profile Pensions, delivering an exceptional client experience as the first point of contact
• Provide clear and concise guidance to help clients to reach their financial goals
• Conduct multiple daily client interactions via phone or messaging to deal with their pension concerns,
• Discuss client’s investments and retirement options - whether through withdrawal calls, annual suitability calls or similar calls
• Maintain a large client base, monitoring activity, spotting opportunities or concerns
• Ensure all customer interactions are responded to in a timely and accurate manner
• Maintain a positive, solutions-focused approach to support client satisfaction and retention
• Keep accurate records of customer interactions and follow up on outstanding issues when necessary
• Work closely with team members and other departments to resolve complex queries and improve overall service quality
• Keep the CRM database (Salesforce) up to date with all client contact.

Requirements

• Strong organizational skills and the ability to manage time effectively in a fast-paced environment
• Proven experience working in fintech, wealth management, or pensions sectors.
• Excellent verbal and written communication skills, with a customer-focused and empathetic approach
• A proactive, solutions-oriented mindset with a “can-do” attitude
• High attention to detail and the ability to multitask while maintaining quality and accuracy
• Professional, approachable demeanor and a consistently positive attitude
• Dependable, punctual, and committed to delivering high-quality service
• Able to work independently while contributing effectively as part of a team
• Discretion and an understanding of how to handle sensitive or confidential information appropriately
• Degree in economics/finance or similar are preferred
• Qualifications from CII/CISI/IMC/CFA are desirable
• Experience in client facing environments is desirable

Benefits

• Health Insurance, Wellness plan 
• Pension plan 
• Fee free investments on Moneyfarm platform 
• Regular office social events 
• Happy and friendly culture!

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

The Senior Pensions Consultant role is a dynamic, B2B position focused on corporate pensions and employee benefits. You'll manage and grow a portfolio of clients, delivering expert advice, driving profitability, and uncovering new business opportunities. With a leadership role in national initiatives and a commitment to exceeding client expectations, this is your chance to make a real impact through strategic thinking and exceptional service.

• Manage and own client accounts, including high-value and complex pension and employee benefits relationships, delivering tailored solutions to meet client needs and exceed expectations.
• Provide expert consultancy on Corporate DC Pensions and employee benefits.
• Contribute to the development and achievement of Employee Benefits corporate objectives, with a focus on innovative pension solutions.
• Build strong internal and external relationships to ensure efficient, professional service delivery aligned with client expectations and service agreements.
• Drive revenue growth by retaining pension clients, generating new business, and managing high-value, specialist pension portfolios.
• Identify and secure additional revenue opportunities through cross-selling pension and employee benefits services, referrals, and leveraging professional connections.
• Prepare and negotiate service and fee proposals for pension and benefits solutions within approved pricing structures and protocols.
• Monitor income, manage budgets, and ensure financial control over pension client portfolios, addressing unprofitable relationships with management.
• Ensure compliance with engagement and re-engagement procedures, maintaining suitable protections for pension clients.
• Deliver high-quality client reports, presentations, and supporting materials tailored to complex pension and employee benefits needs.
• Mentor and support Associate Consultants and team members, particularly in developing their pensions expertise.
• Participate in team meetings to share insights, drive innovation, and promote best practices in pension and employee benefits consultancy.

• Extensive technical expertise in employee benefits consultancy, including Corporate DC Pensions, supported by industry qualifications (e.g., PMI diploma) and ongoing CPD.
• In-depth knowledge of regulatory requirements for advised and non-advised sales, ensuring compliance when providing advice and recommendations.
• Proven experience in Financial Services with a track record of high sales success and managing complex, high-value corporate client relationships.
• Exceptional customer service and relationship-building skills, with the ability to negotiate effectively at Board level (MDs/FDs) and with senior stakeholders.

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days
• Defined contribution pension scheme, which Gallagher will also contribute to
• Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
• Income protection, we’ll cover up to 50% of your annual income, with options to top up
• Health cash plan or Private medical insurance

Other benefits include:

• Three fully paid volunteering days per year
• Employee Stock Purchase plan, offering company shares at a discount
• Share incentive plan, HMRC approved, tax effective, stock purchase plan
• Critical illness cover
• Discounted gym membership, with over 3,000 gyms nationally
• Season ticket loan
• Access to a discounted voucher portal to save money on your weekly shop or next big purchase
• Emergency back-up family care
• And many more…

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.

We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know.

Should you require reasonable adjustments to your application, please get in touch with . If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

**Financial planning administrator – Meriden, Coventry

Salary: £25,000 – £0,000

Duration: Full time, Permanent, Flexible, Hybrid, Part time**
We are working with a well renowned financial planning firm who are looking for a new Financial Planning Administrator to join their busy Meriden office and assist in providing a highly personalised financial planning and investment management service. The role can offer a competitive salary, flexible and home working as well as opportunity to take exams and continue in your career development.

Financial Planning Administrator Key Responsibilities

• Processing new business: investments, pensions
• Liaising with third party providers
• Administrative Support: Provide comprehensive administrative support to the financial advisors
• Client Servicing: Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures.
• Document Preparation: Prepare and review necessary paperwork, including investment applications, client agreements, transfer forms, annual review packs
• Process Transactions: Facilitate client transactions, such as trade execution, account transfers, withdrawals, and contributions, ensuring accuracy and timely processing.

What's on offer for the Financial Planning Administrator?

• Hybrid and flexible work
• 25 days holiday + 8 bank holidays
• 8% Employer contribution pension
• Life Assurance
• Auto-enrolment pension
• exam/study support
• Free on-site parking.

What's next?
Apply today to be considered for this Financial Planning Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive 00 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, IFA Admin, Financial Services Administrator, Financial Administrator, Wealth Administrator, Financial Planning Administrator

Financial Planning Administrator (Team Leader)

Location: Glossop

Salary: Up to £30,000 Bonus Scheme

Hours: Monday – Friday, 9 am – 5 pm

Reference Number: 9871

Are you a highly organised, people-focused professional looking for your next challenge? Recruit UK is proud to be working with a well-respected financial services firm who are expanding its team in Glossop. They are seeking a Financial Planning Administrator who can take ownership of daily operations and help deliver exceptional service to their clients.

This is an exciting time to join a company that is growing rapidly and values a culture built on integrity, care, and collaboration. You'll be joining a supportive, driven team who are passionate about making a positive difference—both to their clients and to each other.

Financial Planning experience is desirable but is NOT required to apply, as long as you have the right transferable experience from your current sector.

About the Opportunity:

As a Financial Planning Administrator, you will play a central role in the smooth running of the office. You'll work closely with Independent Financial Advisers and a dedicated administration team, taking responsibility for office coordination, client experience, internal reporting, and supporting ongoing business development.

You'll be fully trained on internal systems and processes and mentored to understand the complete client journey—so you can be confident in delivering a high level of service from day one.

Key Responsibilities:

• Manage daily office operations and ensure the office runs efficiently
• Host and lead weekly office meetings, ensuring follow-ups are actioned
• Organise client events and support local networking activities
• Prepare business reports for finance and key stakeholders
• Mentor and support team members, sharing knowledge and best practices
• Process new and existing business administration
• Liaise with providers and internal departments as needed
• Prepare valuation reports, client meeting packs, and suitability letters
• Maintain accurate client records in the back-office system
• Ensure documentation is complete and compliant
• Provide timely follow-up after client meetings

What We're Looking For:

• Strong verbal and written communication skills
• Confident working with Microsoft Office and financial systems
• High attention to detail and organisational ability
• Proactive approach to problem-solving and taking initiative
• Comfortable working in a close-knit, fast-paced team environment
• Professional telephone manner and a client-first attitude
• Ability to manage time effectively and prioritise tasks
• Previous experience in a financial services or office management role is desirable

What's on Offer:

• Starting salary of up to £30,000
• Bonus scheme of up to 15%
• Employee ownership & profit share scheme
• Gateway into the financial planning industry.
• Structured training and mentorship to support your development
• A competitive salary and bonus scheme
• Private health insurance, pension scheme, and Employee Assistance Programme
• Career progression opportunities within a growing and respected organisation
• A collaborative and inclusive working environment

Role:
Financial Planning Consultant with Adaptive Modeling experience

Responsibilities:

• Design, configure, and maintain Adaptive Planning models, dashboards, reports, and templates

• Collaborate with finance, FP&A, and other business teams to gather requirements and translate them into effective planning solutions

• Manage and optimize integrations between Adaptive Planning and other enterprise systems, such as Workday Financials

• Lead end-to-end implementation projects, manage project risks, resources, and quality assurance

Mandatory Skills:

• Strong understanding of financial planning, budgeting, forecasting, and reporting processes

• Proficiency in configuring models, reports, and integrations, as well as troubleshooting system issues

• Adaptive Insights

Desirable Knowledge:

• Credibility with senior stakeholders

• This individual will collaborate with stakeholders across different teams to ensure that the needs of a wide range of internal customers are being met.

My client is part of an ambitious new government initiative that seeks to create a new online platform to empower digital creators to license and commercialise their work to AL developers and innovators.

At the very beginning of this exciting enterprise, my client is assembling a small, dynamic project team to deliver a pilot platform, investigating assumptions, commerciality and scalable access. As such they are looking for a Financial Planning & Analysis Project Lead who can take responsibility for evaluating the commercial model and pricing.

Reporting into the Project Director key responsibilities will include:

• Develop and present strategic modelling options within a developed finance framework including best, worst and base case.
• Using dynamic financial models which can be adjusted to reflect and stress test different scenarios.
• Effectively use analysis to identify variation from expectations and proactively develop alternative routes to course correct or optimise.
• Develop and implement financial planning and budgeting processes for the project.
• Collaborate with the project team to integrate financial considerations into business decisions and development plans.

The successful candidate will be a fully qualified Accountant who thrives in ambiguity and startup-like environments. Ideally coming from the technology/ digital sector, you will be an expert in complex commercial analysis and financial planning. Excellent stakeholder engagement and communications skills required.

Are you a qualified or part-qualified finance professional with experience navigating the complexities of global or multi-region finance? We’re looking for an FP&A Analyst to join our team on a 6-month contract, providing key financial insights across diverse international markets.

About the Role

As our FP&A Analyst, you’ll play a critical role in supporting financial planning and analysis across multiple regions. You’ll help deliver accurate forecasts, performance analysis, and financial reporting to drive strategic decision-making.

Key Responsibilities

• Support budgeting, forecasting, and variance analysis across multiple regions
• Consolidate financial data and deliver insights to senior stakeholders
• Navigate financial complexities across different international markets
• Collaborate with global teams to align financial strategies
• Assist in improving financial processes and reporting standards

What We’re Looking For

• Part Qualified/ or Qualified (ACA, ACCA, CIMA or equivalent)
• Proven experience in a global or multi-region finance role
• Strong understanding of international financial regulations and market differences
• Excellent analytical and Excel skills
• Ability to work independently and communicate complex data clearly

Why Join Us?

This is a great opportunity to bring your global finance expertise to a fast-paced, collaborative environment where your insights will make a real impact. If you're looking to expand your international finance experience in a dynamic role, we’d love to hear from you.

Join a fast-growing Platinum Workday Partner recognised for delivering innovative cloud-based solutions on Adaptive Planning. They are passionate about empowering organisations through technology, driving digital transformation, and building lasting client relationships. As part of their expanding Enterprise Performance Management (EPM) practice, they are seeking experienced consultants who are eager to make an impact with one of the market’s leading planning solutions.

Responsibilities:

• Deliver and support end-to-end Workday Adaptive Planning implementations, from initial discovery through to deployment.
• Engage with clients to gather and analyse business requirements, translating them into practical and scalable EPM solutions.
• Develop and configure planning models for budgeting, forecasting, workforce planning , and financial reporting .
• Develop integrations between Adaptive Planning and ERP/HCM systems.
• Deliver user training, documentation, and post-implementation support.
• Contribute to internal best practices, accelerators, and methodology improvements within the EPM practice.
• Collaborate with project managers, finance leaders, and technical specialists to ensure successful outcomes for clients.

Requirements:

• Proven consulting experience implementing or supporting an EPM/CPM tool, such as Workday Adaptive Planning, Anaplan, OneStream, Vena, Tagetik, or Oracle PBCS.
• Minimum 1-2 years’ experience in a client-facing consulting or solution delivery role.
• Strong FP&A domain knowledge , including planning, budgeting, forecasting, and reporting.
• Excellent communication and stakeholder management skills.
• Analytical mindset with a proactive, problem-solving approach.
• Background in management consulting, finance transformation, or system implementation.
• Experience in SaaS environments and cloud-based tools.
• Degree in Finance, Accounting, Business, or a related field (professional accounting qualification or MBA advantageous).
• Full UK driving licence and ability to travel for work.