We are currently working with a leading financial services firm who are seeking a professional pensions administrator to join their team. The position involves managing a range of pension and investment-related administration, maintaining accurate records, processing financial transactions and ensuring work is completed within required timescales.

Key responsibilities:

• Supporting pension transfers, payments, new arrangements and investment instructions
• Acting as a point of contact for clients, advisers and third-party providers
• Processing financial transactions and maintaining accurate records
• Using internal systems and Microsoft Office applications to manage workloads and information
• Working in line with relevant regulations, procedures and service standards
• Handling telephone and written enquiries professionally
• Supporting colleagues with training, projects and general administrative tasks

About You:

• Strong customer service and communication skills
• Excellent organisation, time management and attention to detail
• Comfortable working to deadlines and service-level targets
• Ability to handle sensitive financial information responsibly
• Strong numerical and administrative skills
• Good working knowledge of Microsoft Word, Excel and Outlook
• Flexible and adaptable approach to changing priorities

If this sounds like you, please apply today.

Our client, a growing wealth management firm, is looking for a Client Support Administrator, this is an exciting opportunity to join a growing financial planning business. 

You’ll be joining a collaborative team where you will provide day-to-day administrative and technical support to Financial Advisers, helping ensure client information is accurate, up to date and ready for reviews.

Key responsibilities

• Prepare client information and documentation ahead of adviser meetings and reviews
• Obtain information and documentation from pension, investment and other financial product providers
• Update client records with contributions, withdrawals, transfers and other relevant transactions
• Produce meeting and review packs, including fund research, key information documents and client reports
• Prepare cases for submission to internal processing teams
• Support new business processing and the submission of applications
• Produce client correspondence and other documentation as required
• Maintain an up-to-date understanding of relevant financial products, processes and regulatory requirements

About you

• Relevant experience within financial services environment or a similar role
• Strong written and verbal communication skills
• Excellent attention to detail and a methodical approach to work
• Strong organisational and time-management skills
• Confidence using IT systems and Microsoft Office
• A customer-focused attitude and commitment to delivering excellent service
• Maths and English GCSE (Grade 5 or above) or equivalent
• Works well with others and contributes positively to the team

If you’re an organised, motivated financial services professional looking for your next opportunity, we’d love to hear from you.

A leading UK financial services firm is looking for a Risk Reporting Officer to join their team. You’ll work with senior stakeholders and the wider business to support effective risk decisions, working closely with the Risk Champion network and managing risk, incident, issue and breach reporting for senior management and the Board.

Key Responsibilities
Risk Reporting

• Lead risk reporting for senior leadership and governance forums, providing clear insight into key risks, issues and breaches.
• Produce and maintain management information, ensuring reporting is accurate, timely and meaningful.
• Support improvements to reporting processes, systems and data quality through stakeholder engagement.

Issue Management

• Oversee issue, incident and breach management processes, ensuring effective monitoring and escalation where required.
• Review and challenge risk data to improve quality, consistency and accuracy across the business.
• Provide guidance and support to teams on issue management requirements and best practices.

Risk Management

• Support risk representatives across the organisation and promote a strong risk management culture.
• Partner with business teams to enhance risk and control assessments and improve risk information.
• Coordinate annual risk assessment activities, training and risk system support.

Committees & Governance

• Coordinate governance and risk committee meetings, including agendas, papers, minutes and action tracking.
• Support policy management and governance framework requirements across the organisation.
• Represent the risk function and provide governance support to senior stakeholders when required.

What We’re Looking For

• Strong risk management experience within a regulated UK financial services environment.
• Excellent understanding of risk frameworks, controls, governance and regulatory requirements.
• Proven ability to deliver and embed effective risk management processes and reporting.
• Strong analytical, problem-solving and decision-making skills.
• Confident communicator with experience influencing and challenging senior stakeholders.
• Ability to work independently, manage competing priorities and drive positive outcomes.
• Experience promoting a strong risk culture and supporting effective governance.

If this sounds like you apply today!

Our Client, a leading Financial Firm are looking for an Investment Administrator to join their growing team.

Your responsibilities:

• Assist with transfers and a range of other investment administration activities, ensuring processes are completed accurately and efficiently
• Provide a consistently high standard of service while ensuring positive outcomes for clients
• Complete daily administration tasks accurately and in line with agreed SLA
• Collaborate with internal teams, advisers and external providers to address and resolve queries and issues effectively
• Provide support to the wider Investment Administration team

Your skills:

• Strong communication and organisational abilities, with a high level of attention to detail
• Effectively manage competing priorities, meet deadlines and maintain performance in a fast-paced environment
• Take a proactive and independent approach to problem-solving, with the confidence to resolve challenges effectively
• Work collaboratively with a positive and enthusiastic approach, demonstrating a proactive attitude
• Confident using Microsoft Office including Excel

If this sounds like you, we’d love to hear from you!

Our client, a growing wealth management and corporate benefits firm, is looking for an organised and detail-oriented Client Support Executive to join their growing client support team. Working closely with consultants, insurers, and clients, you’ll play a key role in the day-to-day administration, ensuring an efficient and professional service.

Key Responsibilities

• Act as a primary contact for client enquiries, providing timely and professional support
• Produce annual scheme reports and maintain accurate records
• Support claims, underwriting, and policy administration by liaising with insurers and relevant stakeholders
• Process scheme amendments, including new joiners, leavers, and other mid-term changes
• Monitor outstanding premiums and assist with payment follow-up where required
• Prepare and process invoices accurately and within agreed timescales
• Maintain accurate client records across internal systems

About You

• Highly organised with excellent attention to detail
• Previous experience in an administration 
• Ability to manage multiple tasks and work to deadlines
• Excellent written and verbal communication
• High level of accuracy when working with data
• Good knowledge of Microsoft Office, particularly Excel
• Awareness of customer-focused and regulatory best practice

Desirable Experience:

• Experience within financial services, insurance, or employee benefits 
• Knowledge of Group Risk or Healthcare products
• Understanding of workplace pensions administration
• Professional qualifications, or working towards an industry-recognised qualification

Please apply today to be considered for this role.

Our Client, an International Online Wealth Management platform is seeking an experienced Operations Manager to lead a high-performing Investment Operations function within the financial services environment.

You will work closely with senior stakeholders across the business, to ensure operational efficiency, regulatory compliance, and outstanding service delivery for clients and advisers.

Key Responsibilities

• Lead and develop Investment Operations and Reconciliations teams
• Oversee the end-to-end investment operations process, including trading, settlements, asset maintenance and cash management
• Ensure operational controls are robust, scalable and compliant with regulatory requirements
• Provide oversight of reconciliation activities, client asset controls and operational risk management
• Monitor service performance through KPIs and  identifying opportunities to improve efficiency and client outcomes
• Act as the senior escalation point for operational issues, ensuring effective resolution and root cause analysis
• Build strong relationships with internal stakeholders 
• Support strategic initiatives including product launches, process transformation, automation and operational improvement projects
• Contribute to governance forums, providing operational insight and supporting effective decision-making

About You

• Experience in investment or platform operations, custody, wealth management or financial services
• A solid understanding of regulatory requirements, operational risk and client asset governance
• Collaborative leader with excellent communication skills 
• Experience leading managers and developing high-performing teams
• Strong analytical capability with experience using management information to drive performance
• Advanced Excel and data analysis skills
• Professional financial services qualifications (CISI or equivalent) are desirable but not essential 
• Familiarity with investment platforms, CRM systems and change methodologies such as Agile, PRINCE2 or Lean Six Sigma

This is an excellent opportunity to join a forward-thinking financial services organisation where you’ll play a key role in shaping the future of investment operations and delivering meaningful business improvements. If this sounds like you, please apply today!

Our client is seeking a driven Business Development Executive to support ambitious company growth. Reporting to the Head of Business Development, this role offers remote working flexibility.

Key Duties:

• Generate qualified meetings for Business Development Managers using a consultative sales approach.
• Build and manage a strong prospect pipeline, nurturing opportunities through the sales cycle.
• Develop relationships with financial adviser firms to increase engagement, insight, and brand awareness.
• Convert adviser firms into clients and support growth in assets under management.
• Use CRM systems to progress prospects from first contact to onboarding.
• Manage client relationships, support project delivery, and meet business development targets.
• Lead sales meetings, secure new business, and support successful sales closure.
• Identify new markets, partnerships, services, and growth opportunities.
• Support strategic planning and provide strong knowledge of company products and services.

About You:

• This role suits someone with experience building relationships in the IFA space, or someone ready to take the next step towards this.
• Strong academic background with numerical, analytical, and strategic thinking skills.
• Driven, reliable, and able to deliver results to tight deadlines.
• Confident team player who builds trust with colleagues and clients.
• Detail-oriented, quality-focused, and proactive.
• Investment knowledge across asset classes is advantageous.
• Relevant professional qualification, ideally CII/PFS Level 4.

If this sounds like you, apply today.

Our client is seeking an experienced Senior Administrator to join a growing pensions team. This is an excellent opportunity for a technically strong pensions professional who is passionate about delivering exceptional client service while contributing to operational improvements and system development.

You will play a key role in managing complex pension cases, supporting colleagues, maintaining high standards of quality and compliance, and helping optimise pension administration systems and processes.

Key Responsibilities

• Manage a broad range of SIPP administration activities 
• Process pension transactions accurately and within agreed service standards
• Act as an escalation point for complex technical pension queries
• Use pension administration systems effectively to support efficient day-to-day operations
• Assist in developing process documentation, procedures and user guidance
• Work collaboratively with operational and change teams to ensure system developments meet business needs
• Assist with onboarding and training new team members
• Ensure all work complies with FCA, HMRC and internal regulatory requirements
• Maintain high standards of quality control and risk management
• Support the investigation and resolution of operational issues and process improvements

About you:

• Experience in DT Imago system is essential 
• Experience in SIPP or pensions administration within financial services
• A proactive problem solver 
• Experience using pension administration platforms
• Excellent attention to detail and commitment to delivering high-quality client outcomes
• Strong communication and stakeholder management skills
• Experience supporting system testing, implementation or process enhancements is desired but not essential 

If this sounds like you, apply today!

Our client is looking for a hands-on Product Manager to help manage and improve a portfolio of products and services within a regulated financial services environment.

You will work closely with product, operations, compliance, technical, marketing and customer-facing teams to monitor product performance, deliver good customer outcomes and support continuous improvement across the product lifecycle.

Key responsibilities

• Manage a range of products and services, ensuring they continue to deliver value, growth and good customer outcomes.
• Monitor product performance using data, insight and customer feedback, identifying opportunities for improvement and areas of risk.
• Lead competitor and market research to inform product priorities and future enhancements.
• Act as a product subject matter expert, supporting product owners, delivery teams and business readiness activity.
• Support product governance, including reporting on customer outcomes, product performance, target market, value and risk.
• Work with technical, compliance and legal teams to ensure products, literature and customer communications remain accurate and aligned with regulatory requirements.
• Build strong relationships with internal stakeholders and provide third-line product support to sales, operations and customer teams.

About you

• Experience in product management within financial services, ideally with platform or discretionary management products.
• Strong understanding of product governance, regulation, customer outcomes and product lifecycle management.
• Confident using data and insight to assess performance, identify trends and make recommendations.
• Excellent stakeholder management skills, with the ability to work across product, operations, compliance, technical, marketing and customer teams.
• Strong communication and presentation skills, including the ability to explain complex topics clearly to varied audiences.
• Organised and delivery-focused, with the ability to manage multiple priorities and meet deadlines.
• A relevant degree or qualification in business, finance, marketing or product development would be beneficial.

Please apply to be considered for this role.

We are recruiting for an AML Officer to join an AML team within at a growing Financial Services Firm in Bath. This is a varied role supporting client onboarding, AML reviews and adviser/client queries while helping maintain strong regulatory standards and positive customer outcomes.

The successful candidate will work closely with Compliance, Operations and client-facing teams to ensure cases progress efficiently, accurately and in line with internal procedures.

Key responsibilities:

• Complete AML reviews, CDD and EDD checks, ensuring accurate records and risk-based decisions.
• Manage onboarding queries and communicate clearly with advisers, clients and internal teams.
• Escalate complex cases, potential suspicious activity or breaches in line with procedures.
• Support workflow priorities, SLAs and process improvement across the AML function.
• Contribute to team meetings, operational planning and continuous improvement activity.

About you:

• Previous AML, onboarding or financial crime experience within financial services.
• Good understanding of CDD, EDD, PEPs, sanctions screening and risk indicators.
• Strong attention to detail, organisation and written/verbal communication skills.
• Confident working with internal stakeholders and handling adviser/client queries professionally.
• A proactive, service-focused approach with the ability to manage workload effectively.

Sound interesting?  Please apply, or get in touch for further information.