Paraplanner – CII, CISI, LIBF, Estate planning, Drawdown, Pension switching and replacement business initiatives.

I am looking for multiple Paraplanners to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support a number of initiatives including – Estate planning, Drawdown, Pension switching and replacement business initiatives.

To be considered candidates must have;

• Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Proficiency in financial software
• Interest in assisting with upskilling other team members
• Strong analytical thinking, attention to detail, and excellent written communication skills

This is a 6 month day rate contract role which can be fully remote with competitive rates on offer

Reasonable Adjustments:

Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients.

If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly so we can support you.

Business Support Manager, Property Systems Specialist, Hybrid

Our client, a leading finance company, is looking to engage with a contractor with a background as a Property Systems Specialist.

This role is critical to the delivery of a wider project key for supporting ambitious growth plans.

Engagement via Umbrella Company Only; all taxes & NI deducted at source.
Hybrid working – 2 days per week on site.

Skills & experience required –

• Experience using property management systems e.g. MRI, Yardi, RealPage etc.
• Property, lease, finance, or compliance processes
• Ability to engage with suppliers, technical teams and users

General responsibilities –

• Implement process and system improvements for operational teams.
• Manage reporting requirements & develop ad‑hoc reports.
• Configure and optimise modules across our property management & system stack.
• Work with software suppliers on complex configuration and enhancements.
• Support testing, releases, troubleshooting, and end‑user queries.
• Data integrity, workflows, user roles, configuration documentation.

Reasonable Adjustments:

Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients.

If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly so we can support you.

Excellent Opportunity with a leading financial services company.

You will be leading a small team of data analysts as well as helping with BAU data automation and manually reporting alongside working on project work in terms of data reporting, whilst promoting positive growth of the business.

The successful candidate will lead & support a team of data analysts, providing day-to-day guidance, performance management & strategic direction to deliver high-quality, insightful outputs.

Responsibilities:

• Promote innovation by encouraging the use of new tools, technologies, and methodologies to keep solutions modern and competitive.
• Oversee the delivery of business-as-usual (BAU) reporting, ensuring accuracy & timeliness.
• Drive efficiency through automation and process improvement using tools such as SQL, Python, & Databricks, with a focus on building scalable, future-proof systems.
• Collaborate with stakeholders to understand challenges and identify opportunities where data can deliver value.
• Design & implement data-driven solutions & applications enabling fast, informed decision-making for both clients and internal teams.
• Contribute to the development & implementation of robust data governance & quality frameworks, ensuring data integrity, security, and compliance across all reporting activities.
• Act as the subject matter expert for Defined Benefit (DB) pension reporting, offering guidance on data structures, reporting requirements & industry best practices to ensure both technical accuracy & contextual relevance.
• Build and maintain strong relationships with internal teams, clients and external partners. Communicate complex data findings in a clear and actionable way to support decision-making across technical and non-technical audiences.

Skills and experience:

• Defined Benefit (DB) pensions
• SQL server
• Stakeholder collaboration and liaison

Reasonable Adjustments:

Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients.

If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly so we can support you.

Excellent Opportunity with a leading financial services company.

You will be leading a small team of data analysts as well as helping with BAU data automation and manually reporting alongside working on project work in terms of data reporting, whilst promoting positive growth of the business.

The successful candidate will lead & support a team of data analysts, providing day-to-day guidance, performance management & strategic direction to deliver high-quality, insightful outputs.

Responsibilities:

• Promote innovation by encouraging the use of new tools, technologies, and methodologies to keep solutions modern and competitive.
• Oversee the delivery of business-as-usual (BAU) reporting, ensuring accuracy & timeliness.
• Drive efficiency through automation and process improvement using tools such as SQL, Python, & Databricks, with a focus on building scalable, future-proof systems.
• Collaborate with stakeholders to understand challenges and identify opportunities where data can deliver value.
• Design & implement data-driven solutions & applications enabling fast, informed decision-making for both clients and internal teams.
• Contribute to the development & implementation of robust data governance & quality frameworks, ensuring data integrity, security, and compliance across all reporting activities.
• Act as the subject matter expert for Defined Benefit (DB) pension reporting, offering guidance on data structures, reporting requirements & industry best practices to ensure both technical accuracy & contextual relevance.
• Build and maintain strong relationships with internal teams, clients and external partners. Communicate complex data findings in a clear and actionable way to support decision-making across technical and non-technical audiences.

Skills and experience:

• Defined Benefit (DB) pensions
• SQL server
• Stakeholder collaboration and liaison

Reasonable Adjustments:

Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients.

If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly so we can support you.

Pension Administrator, Hybrid

Salary – Up to £31,000.00

Hybrid Working – 2/3 days in office a week

Location – Chesterfield

Excellent opportunity with a leading Pension provider.

You will be delivering a professional and efficient administration service to pension scheme members administered by one of the UK’s biggest major leading pension service provider. Alongside processing member benefits accurately and within target timescales to provide an exceptional member experience.

Responsibilities: –

• Communicating with pension scheme members and providing a “best-in-class” service, both in writing and verbal communications, alongside processing casework that’s accurate in accordance with scheme rules and pensions legislations.
• Maintain and update pension administration systems or databases to certify information & corresponding benefit entitlements
• Document work processes and provide support to other colleagues within the Member Services teams alongside providing and assisting with “on-job” training to the Team, as required.
• Assist in the implementation of new pension schemes and transitions and with one-off projects.
• Liaise with external organisations regarding scheme member benefit entitlements.

Experience required: –

• Relevant experience in DB pension administration or a capable equivalent
• An up to date understanding of relevant UK pension legislation
• Excellent communication skills, with the ability to adapt approach to different audiences and situations.
• Strong IT and Microsoft Office skills, particularly Excel, Word and Outlook
• Good organisation skills, with the ability to manage own workload whilst supporting the team.

Reasonable Adjustments:

Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients.

If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly so we can support you.