92 Retirement jobs in the United Kingdom

Transfer Guidance and Retirement Executive

Crawley, South East People's Partnership

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Transfer Guidance and Retirement Executive About People’s Partnership: At the heart of our not-for-profit organisation is a commitment and a motivation to make the future-saving experience a simple one for our members. We champion fairness and simplicity, not profit-chasing. Imagine a financial adventure where everyone's a winner, fuelled by our exceptional service and brought to life by the fantastic individuals who work for us. We're a diverse employer with a flexible, hybrid working approach, ensuring everyone gets the opportunity to come to work and be the best version of themselves. What you'll be doing: We are looking for a proactive and customer-focused individual to join our Transfers and Retirement Guidance team. In this role, you will provide factual, non-advised guidance to members of The People’s Pension regarding transfers, additional contributions, and retirement options. You will handle both inbound and outbound calls, ensuring members receive clear, accurate, and supportive information to make informed decisions about their pension savings. Key Responsibilities: Deliver telephone and email-based support to members considering pension transfers, contributions, or retirement. Use online tools and decision trees to guide members through pension decumulation options. Identify and assess potential pension scams and escalate concerns appropriately. Maintain accurate records and follow up with personalised communications. Ensure all interactions meet FCA and Treating Customers Fairly (TCF) standards. What we’re looking for: Strong knowledge of pension accumulation and decumulation. Excellent communication skills, both written and verbal. Ability to handle complex and sometimes sensitive customer interactions. Comfortable working autonomously and collaboratively in a fast-paced environment. Experience using CRM systems and following structured scripts and compliance guidelines. Skills/ Experience: A good knowledge of pension accumulation and decumulation solutions. Be able to make sound, fair and compliant judgments to ensure the desired outcome for both the Company and customer. Be confident and experienced in dealing with factual and sometimes challenging customer interactions. Handle interactions to the highest standard of customer care and resolve them satisfactorily and in accordance with FCA and TCF principles. Desirable Qualifications: Certificate in Financial Administration (CF1 or FA2) CII RO2 – Investment Principles CII RO4 – Pension Planning What you can expect from us: Generous pension contributions with an employer contribution of up to 14% Real living wage Income protection, critical illness cover & death in service insurance Employee healthcare Parental and adoption leave Learning & development opportunities and study support Travel season ticket loans Grab & Go Deli Café in our Crawley office Volunteering days and charity payroll giving Onsite gym Ride-to-Work scheme Social clubs and events Disability Statement People's Partnership is an equal opportunities employer. We believe everyone has the right to be treated fairly, with dignity and respect. We are committed to treating all our people (and all who apply for a role at People's Partnership) equally and enabling them to perform at their best and demonstrate what they have to offer. We are a disability committed employer, please let us know if you need any reasonable adjustments made to our recruitment process (application, selection assessments where relevant, and interview) to enable you to show us the best “you”.
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Transfer Guidance and Retirement Executive

Crawley, South East People's Partnership

Posted 4 days ago

Job Viewed

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Job Description

Transfer Guidance and Retirement Executive


About People’s Partnership:


At the heart of our not-for-profit organisation is a commitment and a motivation to make the future-saving experience a simple one for our members. We champion fairness and simplicity, not profit-chasing. Imagine a financial adventure where everyone's a winner, fuelled by our exceptional service and brought to life by the fantastic individuals who work for us. We're a diverse employer with a flexible, hybrid working approach, ensuring everyone gets the opportunity to come to work and be the best version of themselves.


What you'll be doing:


We are looking for a proactive and customer-focused individual to join our Transfers and Retirement Guidance team.

In this role, you will provide factual, non-advised guidance to members of The People’s Pension regarding transfers, additional contributions, and retirement options. You will handle both inbound and outbound calls, ensuring members receive clear, accurate, and supportive information to make informed decisions about their pension savings.


Key Responsibilities:


  • Deliver telephone and email-based support to members considering pension transfers, contributions, or retirement.
  • Use online tools and decision trees to guide members through pension decumulation options.
  • Identify and assess potential pension scams and escalate concerns appropriately.
  • Maintain accurate records and follow up with personalised communications.
  • Ensure all interactions meet FCA and Treating Customers Fairly (TCF) standards.



What we’re looking for:


  • Strong knowledge of pension accumulation and decumulation.
  • Excellent communication skills, both written and verbal.
  • Ability to handle complex and sometimes sensitive customer interactions.
  • Comfortable working autonomously and collaboratively in a fast-paced environment.
  • Experience using CRM systems and following structured scripts and compliance guidelines.


Skills/ Experience:


  • A good knowledge of pension accumulation and decumulation solutions.
  • Be able to make sound, fair and compliant judgments to ensure the desired outcome for both the Company and customer.
  • Be confident and experienced in dealing with factual and sometimes challenging customer interactions.
  • Handle interactions to the highest standard of customer care and resolve them satisfactorily and in accordance with FCA and TCF principles.


Desirable Qualifications:


  • Certificate in Financial Administration (CF1 or FA2)
  • CII RO2 – Investment Principles
  • CII RO4 – Pension Planning


What you can expect from us:


  • Generous pension contributions with an employer contribution of up to 14%
  • Real living wage
  • Income protection, critical illness cover & death in service insurance
  • Employee healthcare
  • Parental and adoption leave
  • Learning & development opportunities and study support
  • Travel season ticket loans
  • Grab & Go Deli Café in our Crawley office
  • Volunteering days and charity payroll giving
  • Onsite gym
  • Ride-to-Work scheme
  • Social clubs and events


Disability Statement


People's Partnership is an equal opportunities employer. We believe everyone has the right to be treated fairly, with dignity and respect. We are committed to treating all our people (and all who apply for a role at People's Partnership) equally and enabling them to perform at their best and demonstrate what they have to offer. We are a disability committed employer, please let us know if you need any reasonable adjustments made to our recruitment process (application, selection assessments where relevant, and interview) to enable you to show us the best “you”.

This advertiser has chosen not to accept applicants from your region.

Transfer Guidance and Retirement Executive

Crawley, South East People's Partnership

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description

Transfer Guidance and Retirement Executive


About People’s Partnership:


At the heart of our not-for-profit organisation is a commitment and a motivation to make the future-saving experience a simple one for our members. We champion fairness and simplicity, not profit-chasing. Imagine a financial adventure where everyone's a winner, fuelled by our exceptional service and brought to life by the fantastic individuals who work for us. We're a diverse employer with a flexible, hybrid working approach, ensuring everyone gets the opportunity to come to work and be the best version of themselves.


What you'll be doing:


We are looking for a proactive and customer-focused individual to join our Transfers and Retirement Guidance team.

In this role, you will provide factual, non-advised guidance to members of The People’s Pension regarding transfers, additional contributions, and retirement options. You will handle both inbound and outbound calls, ensuring members receive clear, accurate, and supportive information to make informed decisions about their pension savings.


Key Responsibilities:


  • Deliver telephone and email-based support to members considering pension transfers, contributions, or retirement.
  • Use online tools and decision trees to guide members through pension decumulation options.
  • Identify and assess potential pension scams and escalate concerns appropriately.
  • Maintain accurate records and follow up with personalised communications.
  • Ensure all interactions meet FCA and Treating Customers Fairly (TCF) standards.



What we’re looking for:


  • Strong knowledge of pension accumulation and decumulation.
  • Excellent communication skills, both written and verbal.
  • Ability to handle complex and sometimes sensitive customer interactions.
  • Comfortable working autonomously and collaboratively in a fast-paced environment.
  • Experience using CRM systems and following structured scripts and compliance guidelines.


Skills/ Experience:


  • A good knowledge of pension accumulation and decumulation solutions.
  • Be able to make sound, fair and compliant judgments to ensure the desired outcome for both the Company and customer.
  • Be confident and experienced in dealing with factual and sometimes challenging customer interactions.
  • Handle interactions to the highest standard of customer care and resolve them satisfactorily and in accordance with FCA and TCF principles.


Desirable Qualifications:


  • Certificate in Financial Administration (CF1 or FA2)
  • CII RO2 – Investment Principles
  • CII RO4 – Pension Planning


What you can expect from us:


  • Generous pension contributions with an employer contribution of up to 14%
  • Real living wage
  • Income protection, critical illness cover & death in service insurance
  • Employee healthcare
  • Parental and adoption leave
  • Learning & development opportunities and study support
  • Travel season ticket loans
  • Grab & Go Deli Café in our Crawley office
  • Volunteering days and charity payroll giving
  • Onsite gym
  • Ride-to-Work scheme
  • Social clubs and events


Disability Statement


People's Partnership is an equal opportunities employer. We believe everyone has the right to be treated fairly, with dignity and respect. We are committed to treating all our people (and all who apply for a role at People's Partnership) equally and enabling them to perform at their best and demonstrate what they have to offer. We are a disability committed employer, please let us know if you need any reasonable adjustments made to our recruitment process (application, selection assessments where relevant, and interview) to enable you to show us the best “you”.

This advertiser has chosen not to accept applicants from your region.

Registered Manager - Care and Support (Retirement Villages)

Bristol, South West Moon Executive Search

Posted today

Job Viewed

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Job Description

Registered Manager – Care and Support (Retirement Villages) St Monica Trust – Bristol & Surrounding Areas £Competitive Working across 5 sites St Monica Trust is seeking to appoint a Registered Manager – Care and Support (Retirement Villages) for its regulated community care services. These services support older people living independently in retirement communities across five distinctive village sites: Cote Lane , Monica Wills House , Westbury Fields , Sandford Station , and The Chocolate Quarter . With a strong reputation for person-centred care and values-led practice, St Monica Trust is recognised for its innovative approach to later living and its commitment to quality and inclusion. This is a key leadership role, responsible for safe, high-quality care delivery, with site-based line management responsibilities and a wider team of care professionals. The postholder will oversee service planning and delivery, ensure compliance with CQC standards, and maintain a responsive and inclusive service model. We are seeking: Proven leadership experience in domiciliary or community-based care. Experience managing multi-site services and geographically dispersed teams. Strong understanding of CQC regulations, safeguarding, and care standards. Commercial acumen and budget management experience. Strategic and operational oversight across regulated care environments. A collaborative and values-led leadership style. Confidence in relationship-building with families, commissioners, and regulators. This role is registered with the CQC, forms part of the Senior Leadership Team within the directorate and reports to the Director of Care. To apply or request further details, please contact Gemma Wilks via , quoting reference MC2639 .
This advertiser has chosen not to accept applicants from your region.

Registered Manager - Care and Support (Retirement Villages)

Moon Executive Search

Posted 4 days ago

Job Viewed

Tap Again To Close

Job Description

Registered Manager – Care and Support (Retirement Villages)

St Monica Trust – Bristol & Surrounding Areas

£Competitive

Working across 5 sites


St Monica Trust is seeking to appoint a Registered Manager – Care and Support (Retirement Villages) for its regulated community care services. These services support older people living independently in retirement communities across five distinctive village sites: Cote Lane , Monica Wills House , Westbury Fields , Sandford Station , and The Chocolate Quarter . With a strong reputation for person-centred care and values-led practice, St Monica Trust is recognised for its innovative approach to later living and its commitment to quality and inclusion.


This is a key leadership role, responsible for safe, high-quality care delivery, with site-based line management responsibilities and a wider team of care professionals. The postholder will oversee service planning and delivery, ensure compliance with CQC standards, and maintain a responsive and inclusive service model.


We are seeking:

  • Proven leadership experience in domiciliary or community-based care.
  • Experience managing multi-site services and geographically dispersed teams.
  • Strong understanding of CQC regulations, safeguarding, and care standards.
  • Commercial acumen and budget management experience.
  • Strategic and operational oversight across regulated care environments.
  • A collaborative and values-led leadership style.
  • Confidence in relationship-building with families, commissioners, and regulators.


This role is registered with the CQC, forms part of the Senior Leadership Team within the directorate and reports to the Director of Care.


To apply or request further details, please contact Gemma Wilks via , quoting reference MC2639 .

This advertiser has chosen not to accept applicants from your region.

Registered Manager - Care and Support (Retirement Villages)

Bristol, South West Moon Executive Search

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description

Registered Manager – Care and Support (Retirement Villages)

St Monica Trust – Bristol & Surrounding Areas

£Competitive

Working across 5 sites


St Monica Trust is seeking to appoint a Registered Manager – Care and Support (Retirement Villages) for its regulated community care services. These services support older people living independently in retirement communities across five distinctive village sites: Cote Lane , Monica Wills House , Westbury Fields , Sandford Station , and The Chocolate Quarter . With a strong reputation for person-centred care and values-led practice, St Monica Trust is recognised for its innovative approach to later living and its commitment to quality and inclusion.


This is a key leadership role, responsible for safe, high-quality care delivery, with site-based line management responsibilities and a wider team of care professionals. The postholder will oversee service planning and delivery, ensure compliance with CQC standards, and maintain a responsive and inclusive service model.


We are seeking:

  • Proven leadership experience in domiciliary or community-based care.
  • Experience managing multi-site services and geographically dispersed teams.
  • Strong understanding of CQC regulations, safeguarding, and care standards.
  • Commercial acumen and budget management experience.
  • Strategic and operational oversight across regulated care environments.
  • A collaborative and values-led leadership style.
  • Confidence in relationship-building with families, commissioners, and regulators.


This role is registered with the CQC, forms part of the Senior Leadership Team within the directorate and reports to the Director of Care.


To apply or request further details, please contact Gemma Wilks via , quoting reference MC2639 .

This advertiser has chosen not to accept applicants from your region.

Financial Planning Analyst

Cardiff, Wales Yolk Recruitment Ltd

Posted today

Job Viewed

Tap Again To Close

Job Description

contract
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.
This advertiser has chosen not to accept applicants from your region.
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Financial Planning Analyst

Weybridge, South East March Recruitment

Posted today

Job Viewed

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Job Description

Position: FP&A Analyst Location: Chertsey Salary: On Application Duration: Ongoing Hours: Monday-Friday, 9am-5:30pm Overview of a FP&A Analyst As a FP&A Analyst, you’ll play a vital role within the finance team, managing financial data, supporting planning processes, and producing insightful analysis to help drive informed business decisions. This is an excellent opportunity for someone highly analytical, detail-oriented, and confident working in a fast-paced environment. Responsibilities of a FP&A Analyst • Maintain and update key financial data, ensuring accuracy and consistency. • Support monthly and annual planning, forecasting, and reporting processes. • Prepare and analyse management reports, highlighting key trends and insights. • Assist with financial simulations and scenario modelling to support decision-making. • Calculate accruals, monitor P&L impacts, and update financial templates as required. • Consolidate and report data from various finance and operational systems. • Support ad hoc financial analysis and projects to improve efficiency and accuracy. • Collaborate with wider finance teams to enhance planning and reporting systems. Key competencies of a FP&A Analyst • Advanced Excel skills, including macros and data modelling. • Strong analytical and reporting ability, with excellent attention to detail. • Minimum 5 years’ experience in a finance-related role. • Degree in Finance, Accounting, Economics, or a similar discipline. • Experience with ERP systems (SAP preferred). • Organised, proactive, and able to manage multiple priorities to tight deadlines. • Strong communication and teamwork skills. Benefits: • Generous holiday entitlement, plus additional birthday leave and bank holidays. • Staff sales discount, Reward Plus shopping discount, and volunteering days. • Government pension auto-enrolment and pension contribution from 12 weeks. • Subsidized staff restaurant, onsite parking, and free shuttle bus service (from Weybridge & Woking Station) Due to the large volume of applications we receive for each position we will only be able to respond to applications received with the relevant skills. Should you not hear from us within a week, unfortunately on this occasion your application has been unsuccessful. March Recruitment is an equal opportunities employer and complies with all relevant UK legislation. Please note that by applying for this vacancy you accept March Recruitment’s Privacy Policy and GDPR Policy which can be found on our website and therefore give us consent to contact you. Consultant – Charlie Shepherd
This advertiser has chosen not to accept applicants from your region.

Financial Planning Analyst

Cardiff, Wales Yolk Recruitment Ltd

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

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.

This advertiser has chosen not to accept applicants from your region.

Financial Planning Analyst

Weybridge, South East March Recruitment

Posted 4 days ago

Job Viewed

Tap Again To Close

Job Description

Position: FP&A Analyst

Location: Chertsey

Salary: On Application

Duration: Ongoing

Hours: Monday-Friday, 9am-5:30pm


Overview of a FP&A Analyst

As a FP&A Analyst, you’ll play a vital role within the finance team, managing financial data, supporting planning processes, and producing insightful analysis to help drive informed business decisions. This is an excellent opportunity for someone highly analytical, detail-oriented, and confident working in a fast-paced environment.


Responsibilities of a FP&A Analyst

• Maintain and update key financial data, ensuring accuracy and consistency.

• Support monthly and annual planning, forecasting, and reporting processes.

• Prepare and analyse management reports, highlighting key trends and insights.

• Assist with financial simulations and scenario modelling to support decision-making.

• Calculate accruals, monitor P&L impacts, and update financial templates as required.

• Consolidate and report data from various finance and operational systems.

• Support ad hoc financial analysis and projects to improve efficiency and accuracy.

• Collaborate with wider finance teams to enhance planning and reporting systems.


Key competencies of a FP&A Analyst

• Advanced Excel skills, including macros and data modelling.

• Strong analytical and reporting ability, with excellent attention to detail.

• Minimum 5 years’ experience in a finance-related role.

• Degree in Finance, Accounting, Economics, or a similar discipline.

• Experience with ERP systems (SAP preferred).

• Organised, proactive, and able to manage multiple priorities to tight deadlines.

• Strong communication and teamwork skills.


Benefits:

• Generous holiday entitlement, plus additional birthday leave and bank holidays.

• Staff sales discount, Reward Plus shopping discount, and volunteering days.

• Government pension auto-enrolment and pension contribution from 12 weeks.

• Subsidized staff restaurant, onsite parking, and free shuttle bus service (from Weybridge & Woking Station)


Due to the large volume of applications we receive for each position we will only be able to respond to applications received with the relevant skills. Should you not hear from us within a week, unfortunately on this occasion your application has been unsuccessful.

March Recruitment is an equal opportunities employer and complies with all relevant UK legislation. Please note that by applying for this vacancy you accept March Recruitment’s Privacy Policy and GDPR Policy which can be found on our website and therefore give us consent to contact you.

Consultant – Charlie Shepherd

This advertiser has chosen not to accept applicants from your region.
 

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