71 Retirement Plans jobs in the United Kingdom

BDS are looking for a 2 x full time retirement scheme advisors and 1x part timeretirement scheme advisorto provide a housing management service to asheltered servicefor the over 55s in Harrow.

Duties:

• Daily welfare checks to residents.


• Facilitate property lettings and tenant communication for smooth onboarding


• Conduct regular health and safety checks to ensure property conditions are well-maintained.


• Coordinate with external agencies and providers when necessary.


• Monitor tenant rent accounts, ensuring deadlines are met and addressing any arrears


• Act promptly on complaints regarding anti-social behaviour, escalating where needed.


• Report communal area repairs and maintain strong partnerships with external support agencies.

Criteria:

• The ideal candidate will have previous experience in a similar scheme management role, particularly within a sheltered or supported housing setting.


• Strong understanding of tenant and housing management, particularly for older adults


• Confident in conducting health and safety checks within residential environments


• Effective communicator, able to handle complaints and uphold tenancy agreements


• Experience working collaboratively with external agencies to support tenants' needs

Hours: 36per week

Pay: 15.50 paye plus holiday pay or 20.00 per hour umbrella.

This is a temporary ongoing role in the first instance though a permanent opportunity may become available at a later date.

Please note; this role requires a full enhanced DBS Certificate dated in the previous 12 months.

BDS are looking for aretirement scheme advisor to provide a housing management service within one of their sheltered services for the over 55s in High Wycombe.

Duties:

• Daily welfare checks to residents.


• Facilitate property lettings and tenant communication for smooth onboarding


• Conduct regular health and safety checks to ensure property conditions are well-maintained.


• Coordinate with external agencies and providers when necessary.


• Monitor tenant rent accounts, ensuring deadlines are met and addressing any arrears


• Act promptly on complaints regarding anti-social behaviour, escalating where needed.


• Report communal area repairs and maintain strong partnerships with external support agencies.

Criteria:

• The ideal candidate will have previous experience in a similar scheme management role, particularly within a sheltered or supported housing setting.


• Strong understanding of tenant and housing management, particularly for older adults


• Confident in conducting health and safety checks within residential environments


• Effective communicator, able to handle complaints and uphold tenancy agreements


• Experience working collaboratively with external agencies to support tenants' needs

Hours: 36per week

Pay: 15.50 paye plus holiday pay or 20.00 per hour umbrella.

This is a temporary ongoing role in the first instance though a permanent opportunity may become available at a later date.

Please note; this role requires a full enhanced DBS Certificate dated in the previous 12 months.

BDS are looking for aretirement housing advisor to provide a housing management service within one of their sheltered services for the over 55s in Stone.

Duties:

• Daily welfare checks to residents.



• Conduct regular health and safety checks to ensure property conditions are well-maintained.


• Coordinate with external agencies and providers when necessary.


• Sign posting information and record keeping

Criteria:

• The ideal candidate will have previous experience in a similar scheme management role, particularly within a sheltered or supported housing setting.



• Confident in conducting health and safety checks within residential environments


• Effective communicator with good admin ability


• Experience working collaboratively with external agencies to support tenants' needs

Hours: 18per week over 3 days flexible

This is a temporary contract in the first instancefor an immediate start to cover a secondment

Please note; this role requires a full enhanced DBS Certificate dated in the previous 12 months.

BDS are looking for a 2 x full time retirement scheme advisors and 1x part timeretirement scheme advisorto provide a housing management service to asheltered servicefor the over 55s in Harrow.

Duties:

• Daily welfare checks to residents.


• Facilitate property lettings and tenant communication for smooth onboarding


• Conduct regular health and safety checks to ensure property conditions are well-maintained.


• Coordinate with external agencies and providers when necessary.


• Monitor tenant rent accounts, ensuring deadlines are met and addressing any arrears


• Act promptly on complaints regarding anti-social behaviour, escalating where needed.


• Report communal area repairs and maintain strong partnerships with external support agencies.

Criteria:

• The ideal candidate will have previous experience in a similar scheme management role, particularly within a sheltered or supported housing setting.


• Strong understanding of tenant and housing management, particularly for older adults


• Confident in conducting health and safety checks within residential environments


• Effective communicator, able to handle complaints and uphold tenancy agreements


• Experience working collaboratively with external agencies to support tenants' needs

Hours: 36per week

Pay: 15.50 paye plus holiday pay or 20.00 per hour umbrella.

This is a temporary ongoing role in the first instance though a permanent opportunity may become available at a later date.

Please note; this role requires a full enhanced DBS Certificate dated in the previous 12 months.

BDS are looking for aretirement scheme advisor to provide a housing management service within one of their sheltered services for the over 55s in High Wycombe.

Duties:

• Daily welfare checks to residents.


• Facilitate property lettings and tenant communication for smooth onboarding


• Conduct regular health and safety checks to ensure property conditions are well-maintained.


• Coordinate with external agencies and providers when necessary.


• Monitor tenant rent accounts, ensuring deadlines are met and addressing any arrears


• Act promptly on complaints regarding anti-social behaviour, escalating where needed.


• Report communal area repairs and maintain strong partnerships with external support agencies.

Criteria:

• The ideal candidate will have previous experience in a similar scheme management role, particularly within a sheltered or supported housing setting.


• Strong understanding of tenant and housing management, particularly for older adults


• Confident in conducting health and safety checks within residential environments


• Effective communicator, able to handle complaints and uphold tenancy agreements


• Experience working collaboratively with external agencies to support tenants' needs

Hours: 36per week

Pay: 15.50 paye plus holiday pay or 20.00 per hour umbrella.

This is a temporary ongoing role in the first instance though a permanent opportunity may become available at a later date.

Please note; this role requires a full enhanced DBS Certificate dated in the previous 12 months.

Your new company

We are actively looking for a Financial Analyst to join a fast-paced and highly commercial FP&A team, based in Witney.
This role reports to the Senior Finance Business Partner and is responsible for providing commercial and analytical support to the business at an exciting stage of development and growth.
Your new role

• Work with a wide range of stakeholders, including managers from branch network and central functions.
• Deliver insightful analysis of weekly business performance and monthly operational board packs
• Provide timely ad-hoc analysis of financial and non-financial drivers using Excel and PowerBI
• Support the budgeting and forecasting processes
• Work to a high level of accuracy whilst managing multiple priorities and deadlines with your stakeholders

What you'll need to succeed

• Competent in Excel with a desire to progress skills to an advanced level.
• Experience of handling financial and non-financial datasets.
• Experience of using budgeting and BI tools will be an advantage.
• Able to influence through developing relationships across the business.
• A good team player with a proactive attitude.

What you'll get in return

• 25 days holiday, increasing to 27 days through service (plus bank holidays)
• Study support towards a recognised accountancy qualification
• Access to a Healthcare Cashplan
• Discounts on gym membership
• Greatly enhanced maternity & paternity policies
• Cycle to work loan scheme
• Access to discounted personal health policies as well as a range of insurance products
• Retailer discounts
• Employee Assistance Programme

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

• Build & maintain Power BI dashboards &automated reporting tools to provide visibility into financial performance, operational KPIs, & business drivers.
• Develop & deliver insightful monthly reporting packs, ensuring consistency & accuracy across actuals, forecasts, & plans.
• Contribute to planning & budgeting cycles by providing reporting support & analysis.
• Identify opportunities for process standardisation & drive initiatives to improve the efficiency & accuracy of financial reporting.

• Degree in Finance, Accounting, Business, or equivalent experience.
• Strong experience in Power BI development.
• Proficient in Excel and Power Query; knowledge of SAP is a plus.
• Proven ability to translate complex data into actionable insights.
• Strong business acumen and attention to detail.

Financial Planning Analyst (FP&A) / Bury / Permanent - up to £40k DOE / Hybrid

We are looking for a highly motivated Financial Planning Analyst to join a thriving business in the Bury area. This is an excellent opportunity for someone currently operating at Junior FP&A level or an Assistant Accountant / Senior Accounts Assistant who is eager to make the move into an FP&A focused role.

The successful candidate will play a key part in the forecasting process and will provide financial analysis to support business decisions. You’ll need a good foundation in technical accounting, an understanding of double entry, and an appreciation of how the P&L and Balance Sheet contribute to the broader financial picture.

This is a developmental role, working with mentors who will invest in you, and is therefore ideal for someone looking to grow within FP&A and take on increasing responsibility as the business evolves post-acquisition. You’ll be working in a collaborative and fast-paced environment with great exposure to senior stakeholders.

Key Responsibilities:

• Support the preparation of monthly and quarterly forecasts
li>Assist in the creation of budget templates and financial models (training can be provided)
• Perform analysis and provide insight on key drivers of performance
• Collaborate with operational teams to understand and challenge business inputs
• Help improve forecasting accuracy, assisting with process enhancements and better data use
• Contribute to ongoing process improvement initiatives within the finance function
• Present findings and reports to finance and non-finance stakeholders

Candidate Requirements:

• Currently working as an Assistant Accountant or in a similar role
• Highly analytical with excellent attention to detail
• Strong understanding of double entry and core accounting principles
• Advanced Excel skills (e.g. PivotTables, VLOOKUPs, IFs, SUMIFS); financial modelling experience is a plus, as is Power BI, but not essential as training and development will be provided
• Confident communicator, comfortable engaging with stakeholders across all levels
• Enthusiastic and proactive approach with a strong desire to develop within FP&A
• Part-qualified or actively studying towards ACCA/CIMA/ACA (study support provided)
• Manufacturing sector exposure would be advantageous

Benefits:

• Excellent career development opportunity in FP&A
li>Study support for ACCA/CIMA/ACA
• Hybrid working (3 days in the office, 2 days from home)
• A collaborative environment with a focus on continuous improvement
• Exposure to a dynamic, growing business with a positive welcoming culture

Financial Planning Administrator
 
Location: Wimborne Minster, Dorset (BH21)

Salary: £22,000 to £0,000 per annum, depending on experience*

Contact: Permanent 

Hours: Full or Part Time (*Salary will be on a pro rata basis for Part Time candidates)

The opportunity: 

An exciting new opportunity has arisen for a Financial Planning Administrator to join a family run practice of Andrew David Associates, an Appointed Representative of St. James’s Place Wealth Management Plc. 
Andrew David Associates delivers a highly tactile relationship with its clients and needs someone who can work within our small and dedicated team to help enhance their proposition experience even further. Someone who can evidence ‘extra mile’ client experience will be essential.

Our practice is located in The Market House, Cornmarket, in the beautiful Town of Wimborne, and is situated close to the Wimborne Minster.

Being a family business, we pride ourselves on treating & respecting our clients as if they were part of the family. 

The role - Financial Planning Administrator

You will provide efficient administrative support within our practice in Wimborne, in respect of the business generated, and the servicing of existing clients. You will produce all the relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations, and valuations, as well as processing all new business documentation in accordance with the agreed service and quality standards. You will be required to handle queries from clients, third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner.

The person - Financial Planning Administrator

You will be able to demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You must be able to show initiative, have excellent IT skills and be a strong communicator.
As you will have contact with clients, it is essential that you are professional and confident in dealing with clients and third parties, have excellent communication skills, and can work with total discretion.  

Ideally, you have been working within an IFA or Wealth Management environment or Financial Services industry experience, or you may have transferable skills from a similar professional environment.

How to apply - Please apply via the Burgh Recruitment website, who will be in contact with you in due course.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page.
Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

All information you send to us will be kept in line with current data protection requirements. Andrew David Associates is committed to equality and values diversity in our team. We welcome and encourage applications from people of all backgrounds.

We reserve the right to close this job vacancy prior to the advertised closing date, if we feel we have found a suitable candidate. We look forward to receiving your application.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £198.5bn. This siness is well established and highly successful. 
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.