123 Specialist Pensions Consultant jobs in the United Kingdom
Specialist Pensions Consultant
Job Viewed
Job Description
Social network you want to login/join with:
Isio was ‘born’ in , and we’ve been challenging existing thinking on pensions, benefits and investment advice ever since. We provide companies, trustees, and individuals with the highest levels of expertise across our core pensions business, which includes Actuarial & Consulting and Pensions Administration, as well as our complementary services: Investment Advisory, Reward & Benefits and Wealth Planning.
Our heritage gives us a unique edge. Decades of experience, combined with the independence we enjoy today, enables us to be agile and invest quickly in innovative new solutions for our clients and society.
Our relentless focus for better means we challenge tradition with the clear ambition to bring our industry into the modern world. Something we achieve, in close collaboration with our clients, day in, day out.
And while Isio is a young company, our people are some of the most experienced in their fields, bringing track records of having achieved commercial advantage for clients across pensions. Improving on long-accepted industry practices continues to drive us – and our business – forward. We are proud to work with a third of the FTSE , with over boards of trustees, and across all sectors.
Isio are committed to delivering better opportunities for our people and our clients. Since launching, we have acquired Premier Pensions Management Ltd. to extend our service offering to new and existing clients. This year, we acquired Deloitte Total Rewards & Benefits Ltd., positioning Isio as one of the largest pensions advisory businesses in the UK.
We are a People First business, so we want to make sure that you are supported to reach your goals, whatever they may be. We’ll support you with studying, be flexible around family life and enable you to give back to the community through paid volunteering days.
We aim to create an environment where you can succeed in a role which makes the most of your existing skills and develops new ones.
We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you.
Isio Group are an equal opportunities employer and we welcome applications from all suitably qualified candidates.
A Pension Technical role designed to support PWP and their consultants in respect of complex pensions.
The role will have primary focus on Safeguarded Pension transfers, with additional focus as and when required in relation to at-retirement advice, high earner pension tax planning and other complex areas of pension planning.
The Specialist Pension Consultant will be called upon to fulfil a Pension Transfer Specialist (PTS) role, as and when required.
PWP are often required to provide advice/ services to high earners as well as individuals requiring Pension Freedom advice. In project situations, the Specialist Pension Consultant will play a key part in the design of the service and the technical accuracy of the service delivery.
Role and Responsibilities
- To assist in growing PWP by acting as a PTS for Safeguarded Pension Transfers.
- To work alongside the part-time resource already fulfilling the PTS role.
- To provide pro-active input and sign-off when required, for complex pensions relating to at-retirement services and high earner pension tax planning. This can include large scale project work.
- To work with the management team of PWP, including the Head of Compliance, in order to maintain high standards of compliance and controlling of risk.
- The Specialist Pensions Consultant will support the PWP business on projects which are considered as a need to protect clients and the reputation position of Premier.
- To interrogate Scheme Specifications for schemes where we are appointed by the sponsor to provide retirement advice, to ensure that we have all the information that we need to set up scheme templates within the FinCalc TVAS system.
- To set up scheme templates within the FinCalc TVAS system, and to run test calculations to ensure that our projections are in line with those provided by the scheme.
- To interrogate the data that is to be provided for members of schemes seeking advice where we have been appointed by the sponsor to provide that advice, to ensure that we will be receiving all the information that we need to produce an accurate TVAS
Experience and Competencies Required
- CII G60 or AF3 examinations essential, plus a commitment to study for the new CII pension transfer exam AF7
- Good IT based experience, including MS Word, Excel and PowerPoint.
- Project Management, including use of either MS Project, Excel and Smart Office.
- The ability to think objectively and without external influence, make important decisions that positively impact on client financial decisions.
- The ability to manage stakeholders at all levels internally and externally with outstanding communication skills.
- Excellent organisational and management skills.
- Organised and thorough, with great attention to detail.
- Commercial awareness and sound judgement.
- At least 10 years of experience in pensions.
- Past experience in dealing with Defined Benefit transfers; high earner pension issues and Pension Freedoms.
Job No Longer Available
This position is no longer listed on WhatJobs. The employer may be reviewing applications, filled the role, or has removed the listing.
However, we have similar jobs available for you below.
Financial Planning
Posted 1 day ago
Job Viewed
Job Description
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
Financial Planning Administrator
Posted 1 day ago
Job Viewed
Job Description
As our financial advisory business continues to grow, we are looking for an experienced financial planning administrator to support our advisers in our Dyrham office, which is located in Dyrham (between Bristol, Chippenham and Bath).
The role:
Integrity365 is currently looking to expand our team of office-based administrators to support one of our Independent Financial Advisers.
This role would involve directly supporting an IFA with all areas of business processing, financial administration and client liaison. The role will require use of platforms, Intelligent Office and other associated software to best serve the needs of the adviser and clients. The position would suit a candidate with experience in a similar environment, however full training will be provided.
We are happy to support personal development and are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience.
We are currently recruiting individuals for roles in our Bristol office, but we also have teams in High Wycombe and London, as well as our Scottish offices under the MacDonald Partnership brand in Inverness, Arbroath and Helensburgh.
About us:
Founded by an extremely strong and experienced management team, Integrity365 has been built on the foundations of professional excellence, using modern technology and interpersonal skills to provide high-quality advice that our clients will value and trust.
At Integrity365 we take a holistic approach to financial planning. From the early days of mortgages, protection, investments and lump sum decisions, through to retirement and later life planning, we are here to support our clients through the key stages of their life. Our ‘people ahead of process’ ethos means that clients and employees remain at the core of everything we do.
We maintain our independence as financial advisers, with no prior arrangements in place with service providers or products. This means our advisers always find the best solution for every client, and every client has their own tailored financial plan.
Our team of Independent Financial Advisers are highly qualified, many of whom hold Chartered Financial Planner status and maintain a loyal client base.
Salary:
Dependent on experience.
We offer:
- A competitive package and benefits.
- A great team to work with!
To Apply:
If you’ve had at least three years’ experience within a busy Financial Services Administration team, and have a wide product knowledge and experience of Intelliflo please get in touch with a cover note and accompanying CV.
Schedule: Monday to Friday
Work Location: Bristol Head Office – Aveling Office, Lower Ledge Farm, Doynton Lane, Dyrham, SN14 8EY
Financial Planning Administrator
Posted 6 days ago
Job Viewed
Job Description
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Dore offices.
The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice.
There are various administration opportunities available within the team due to a recent acquisition and office expansion.
Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.
Overview of the role is detailed below:
- Client correspondence, written and verbal. li>Processing new business.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser’s diary. < i>Illustration requests.
- Ensure that all financial planning client administration is carried out in accordance with internal procedures.
- Maintain client records on the company software and ensure the client files are well presented, accurate and compliant.
- Taking phone calls, enquiries and requests, and handling them where appropriate.
- General back-office support.using IO software
Benefits of joining the business:
25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy In House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover.
The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.
This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career.
Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.
Please apply to us here at Recruit Wealth for an immediate response.
Financial Planning Administrator
Posted 7 days ago
Job Viewed
Job Description
So why does it all feel like such a battle to get where you are?
It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one.
Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average.
Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine.
But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again.
You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person.
HERE'S WHAT YOU'LL NEED:
You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice.
You'll have good attention to detail and have a conscientious mindset.
---
Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch.
If you don't have an up to date CV don't worry, we can come to that later.
Everyone will receive a response.
Financial Planning Administrator
Posted 8 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 li>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 on top of salary, 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 8 days ago
Job Viewed
Job Description
Responsibilities Include:
- Accurately onboard, update, and maintain compliant client and product records using iO and other systems.
- Support Financial Planners in preparing for client meetings by compiling relevant and compliant documentation.
- Monitor client transactions from initiation to completion, ensuring service levels are met and new business is processed promptly.
- Communicate financial information to clients in a clear and accessible manner.
- Produce client-facing documentation with high attention to detail, including letters, emails, and forms.
- Investigate and resolve income reconciliation, finance, and tax-related queries.
- A detail-oriented individual with strong organisational skills
- Excellent communication abilities, both written and verbal
- A team player who thrives in a fast-paced environment
- Experience in financial services administration (preferred)
£24,000 - £29,000 DOE
For more details please apply or contact Tegan at Dynamite (url removed)
Financial Planning Analyst
Posted 8 days ago
Job Viewed
Job Description
Location: Aylesbury, Buckinghamshire (Hybrid working)
Contract: Temporary - circa 6 months
Start Date: ASAP
Rate: Circa 350- 390p/day (Inside IR35)
We're partnering with a well-regarded organisation to recruit a Financial Planning Analyst on a temporary basis (approximately 6 months). This is a fantastic opportunity for a commercially minded finance professional to join a collaborative team and support key forecasting and planning activities during a period of high business activity.
Key Responsibilities:
* Support the Planning Manager in maintaining a rolling forecast and updating statutory models including P&L, balance sheet, cash flow, and debt/interest.
* Assist with the preparation of financial forecasts and business plans through close collaboration with multiple departments and stakeholders.
* Perform scenario planning, what-if analysis, and contribute to the creation of high-quality presentation materials for senior leadership.
* Help enhance planning processes and key financial drivers in partnership with operational and wider finance teams.
* Contribute to the development and refinement of the company's cash flow model, reviewing assumptions and ensuring alignment with trading plans and payment cycles.
* Produce weekly cash flow reports for review and distribution to senior stakeholders including board members.
* Conduct analysis to support accurate cash forecasting and provide additional ad-hoc financial insight where required.
Ideal Candidate:
* Experience in financial planning and analysis, ideally within a fast-paced or changing environment. Fully qualified (CIMA/ACCA/ACA).
* Confident communicator with the ability to work cross-functionally and present to senior stakeholders.
*Proactive and analytical, with a strong attention to detail and a collaborative working style.
This is a hybrid role, with a mix of remote and office-based work from the Aylesbury site. The business offers a welcoming and supportive team environment.
Vitae Financial Recruitment Ltd is acting as an Employment Business in relation to this vacancy.
Be The First To Know
About the latest Specialist pensions consultant Jobs in United Kingdom !
Financial Planning Administrator
Posted 8 days ago
Job Viewed
Job Description
Key Responsibilities
- Prepare and manage documentation for client meetings, including reports, valuations, and application forms
- Process new business applications across pensions, investments, and protection products
- Liaise with product providers to obtain policy information and track application progress
- Draft client correspondence, including letters, emails, and meeting follow-ups
- Respond to client queries professionally, either directly or in support of the adviser
- Support the preparation and delivery of annual review meetings and ongoing servicing
- Ensure all work is carried out in accordance with FCA regulations and company procedures
- Assist with income reconciliation and the administration of fees and
- Previous experience in a financial planning or wealth management environment (preferred)
- Strong organisational skills with excellent attention to detail
- Clear and professional communication skills, both written and verbal
- Proficiency in Microsoft Office and financial CRM systems
- Ability to work independently and as part of a small, collaborative team
- A proactive attitude with a willingness to learn and grow within the role
£24,000 - £30,000 (DOE)
Full exam support offered
Career development and progression opportunities
For more details please apply or contact Tegan at Dynamite Recruitment
Financial Planning Administrator
Posted 9 days ago
Job Viewed
Job Description
Are you a Financial Services Client Services Administrator looking to pursue a new opportunity?
A leading and successful client is looking to bring on an IFA Administrator to provide client-facing, administrative support within thebusiness.
This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression. They are technologically forward-thinking and have a strong history of promoting from within.
Benefits:
- Either full time or 5x shorter days
- Office based for first 6months, then hybrid (3days in the office)
- Competitive salary - Up to 35,000
- Pension contribution
- Competitive productivity bonus, in which all team members are included
- Group Death in Service
- Private Medical Insurance
- Increasing annually with service, up to 27 days, plus bank holidays
To be considered for this adviser supportopportunity:
- Previous experience in a Financial Services Administration role
- Excellent communication, interpersonal and organisational skills
- Experience using IT Systems and Software, including platform/provider websites and portals
Apply today to be considered for this Financial Planning Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client.
Client Support, Technical Support, Adviser Assistant, Financial Planning Admin
Financial Planning Administrator
Posted 9 days ago
Job Viewed
Job Description
Recruit Wealth are delighted to be representing our fast growing, private equity 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 Warwick, 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.