126 Pension Consultant jobs in the United Kingdom

• Non-contributory pension (10%)
• 28 days leave
• PHI
• Critical Illness
• Dental Insurance
• Life Cover (x10)

• Non-contributory pension (10%)
• 28 days leave 
• PHI
• Critical Illness
• Dental Insurance
• Life Cover (x10)

• Non-contributory pension (10%)
• 28 days leave
• PHI
• Critical Illness
• Dental Insurance
• Life Cover (x10)

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
• 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!

Pensions Administration Associate Consultant

Winchester |Hybrid Working |  Defined Benefit Pensions Focus

Overview:
Our client is expanding and seeking experienced pensions professionals to join their Winchester team as a Pension Associate Consultants. The role involves overseeing day-to-day Defined Benefit (DB) pensions administration for key clients, ensuring compliance, managing workloads, and supporting junior staff.

Key Responsibilities:

• Review/check team members’ work for accuracy and compliance.
• Maintain in-depth knowledge of client schemes, processes, and legislation.
• Act as primary client contact, ensuring high service standards.
• Support development and mentoring of staff.
• Monitor industry changes and adapt practices as needed.
• Suggest process improvements and manage work peaks effectively.

Requirements:

• Strong DB pensions admin experience (consultancy environment preferred).
• Progress toward APMI qualification.
• Degree or equivalent education.
• Excellent communication, attention to detail, and time management skills.

Benefits:

• Basic salary negotiable dependant upon experience
• Hybrid working & study support
• 26 days holiday + bank holidays (flexible options)
• Private medical, life assurance, income protection
• Pension scheme & bonus potential
• Inclusive networks & wellbeing support
• Electric vehicle scheme, volunteering days & more

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice! Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.

TheestablishedfinancialplanningarmofanationalaccountancypracticearelookingatsuccessionplanningbyrecruitinganAdvisertojointheirteam.WorkingwithalongtenuredSeniorAdviser,theywilltransitiontheirclientbooktoyouoveranagreedtimeframe.Withclientsbroadlyinthe500kto5mrange,thisisanexcellentopportunitytoworkwithaprestigiousfirmonanestablishedclientbook.

Package

• Youwillreceivecompetitivesalaryexecutivebenefits,paraplanning,clientportfolioandbonus.

Thecompany

• Theestablishedfinancialplanningarmofaprofessionalpractice.

Role

• WorkingcloselywiththeSeniorPlannertotransitiontheportfolioacrosstoyou.
• Attendingmeetingstodiscusshowyouwillworkwiththeclientsandprovidingholisticfinancialplanning.
• DemonstratingafullunderstandingofmorecomplexmatterssuchasSIPP,SSAS,VCT,EIS,SIPP,SSASandIHT
• Managingportfoliosbroadlyinthe500kto5mspace.
• Understandingtheneedsofclientswhoaremainlybusinessandentrepreneurs,butnotexclusivelyso.
• Undertakingcorporateadviceasrequired.
• Collaboratingwiththeotherfinancialplanners,paraplannersandaccountantstofacilitatebusinessopportunitiesandtofurthergrowyourportfolio.

Thecandidate

• DiplomaLevel4asaminimum,ideallyworkingtowardsChartered
• ExperienceofworkingwithHNWandUHNWclients
• Developingandmaintainingclientrelationships

TheestablishedfinancialplanningarmofanationalaccountancypracticearelookingatsuccessionplanningbyrecruitinganAdvisertojointheirteam.WorkingwithalongtenuredSeniorAdviser,theywilltransitiontheirclientbooktoyouoveranagreedtimeframe.Withclientsbroadlyinthe500kto5mrange,thisisanexcellentopportunitytoworkwithaprestigiousfirmonanestablishedclientbook.

Package

• Youwillreceivecompetitivesalaryexecutivebenefits,paraplanning,clientportfolioandbonus.

Thecompany

• Theestablishedfinancialplanningarmofaprofessionalpractice.

Role

• WorkingcloselywiththeSeniorPlannertotransitiontheportfolioacrosstoyou.
• Attendingmeetingstodiscusshowyouwillworkwiththeclientsandprovidingholisticfinancialplanning.
• DemonstratingafullunderstandingofmorecomplexmatterssuchasSIPP,SSAS,VCT,EIS,SIPP,SSASandIHT
• Managingportfoliosbroadlyinthe500kto5mspace.
• Understandingtheneedsofclientswhoaremainlybusinessandentrepreneurs,butnotexclusivelyso.
• Undertakingcorporateadviceasrequired.
• Collaboratingwiththeotherfinancialplanners,paraplannersandaccountantstofacilitatebusinessopportunitiesandtofurthergrowyourportfolio.

Thecandidate

• DiplomaLevel4asaminimum,ideallyworkingtowardsChartered
• ExperienceofworkingwithHNWandUHNWclients
• Developingandmaintainingclientrelationships

Job Title:  Financial Services Administrator
Location:  Nottingham 
Salary:  From £25,000 per annum + bonus
Contract Type:  Permanent, Full Time

Are you an experienced administrator with a background in financial or professional services? This role offers a great opportunity to join a well-established organisation in Nottingham, providing day-to-day support to a team of advisers while helping deliver excellent service to clients.

Key Responsibilities

You’ll be supporting both clients and colleagues with a range of administrative duties, such as:
· Managing client information and ensuring records remain accurate and compliant
· Preparing key documents, reports, and valuations for meetings
· Acting as a first point of contact for client queries in a professional manner
· Coordinating new business applications across a mix of financial products
· Supporting colleagues with general administration and ad-hoc projects
· Liaising with providers and third parties to monitor progress and resolve queries

Skills & Experience

To be successful in this role, you should have:
· Previous administration experience within financial services or a similar regulated environment
· Strong organisational skills with excellent attention to detail
· Confident IT skills, particularly Microsoft Office (Word, Excel, Outlook)

It would also be beneficial if you:
· Have worked with CRM or back-office systems
· Can demonstrate strong communication skills, both written and verbal

What’s on Offer

· Salary from £25,000 depending on experience
· Performance-related bonus scheme
· Supportive team environment with clear career development opportunities

About the Role

This is a fantastic chance to build your career within a respected organisation that provides tailored client services across investment, retirement, and protection solutions. You’ll join a professional yet approachable team that values accuracy, service, and collaboration, with flexible working to support a positive work-life balance.

Next Steps

Apply to this Job Title role through this advert. If you would like more information about this role, please contact Chloe in our Commercial team on (phone number removed).

If successful, you will need to digitally register with our agency (if you haven’t already done so). If you have not been contacted regarding your application within 7 days please assume that you have not been successful. We will however retain your application for any future roles for which you may be suitable.

About Regional Recruitment Services – A Recruitment Agency in Leicester.

This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary and contract jobs within the Commercial, Construction, Industrial and Engineering sectors. To view all of our positions available throughout the United Kingdom, please visit our website ((url removed)).

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.