Current Vacancies


Pensions Administrator 

The ideal candidate will be able to demonstrate:

  • Ability to communicate clearly and effectively with other professionals as well as high net worth clients
  • Attention to detail and methodical approach to managing workload including ability to plan and prioritise tasks
  • Computer literacy and comfortable with Microsoft Office suite including Word and Excel
  • a desire to progress their career through commitment and study


This is an excellent opportunity for a candidate with 1 years’ experience + in Pension Administration to join our growing and busy SIPP and SSAS administration team with in-house training and encouragement for professional qualifications. The job covers:

  • Liaising with clients and their other professional advisers
  • Processing payments including fees, investments and pension/payroll payments
  • Processing pension contributions and pension transfers
  • Obtaining valuations and balances from investment providers for the provision of accounts and benefit calculations
  • Completion of HMRC returns
  • Bank reconciliation
  • Setting up new schemes (SIPP only)
  • Updating our records
  • General Administration duties
  • Working accurately and efficiently as part of a friendly team handling a varied workload

To apply, please send an email and covering letter to

Investment Administrator

An exciting opportunity to work in a small and fast growing investment team.

Role includes:

  • Support and assistance for consultants for all financial planning work
  • Obtaining valuations and preparing new business reports
  • Processing new business and producing client packs
  • Carryout trade instructions
  • Assisting in the investment research for the firm and analysing fund data
  • Developing technical knowledge on pensions and investments and keeping up to date with changes

Required skills and experience

  • Recent and relevant experience in financial services
  • Essential organisation and time management skills
  • Ability to work under pressure to strict deadlines
  • Excellent communication and interpersonal skills
  • Proficient in use of Microsoft Office

To apply, please send an email and covering letter to


Actuarial Analyst


  • Perform actuarial and technical calculations for SSASs and SIPPS, DB SSASs and group pension arrangements
  • Assist with actuarial calculations and advice to individuals, including pension aspects of divorce, assessment of interests under Trusts and pension transfers
  • Maintain high levels of accuracy and attention to detail
  • Develop technical actuarial analytical skills and make progress through professional exams
  • Develop technical knowledge of the UK pensions framework, pension products, HMRC rules, regulation and legislation and keep up to date with changes
  • Assist consultants with any client opportunities, including drafting letters and reports and attendance at client meetings when required



  • Intelligent, numerate, excellent communication skills
  • Strong IT skills, use of Excel and other Microsoft Office software
  • Commercial and economic awareness
  • Strong mathematical skills
  • Manage work proactively, promptly and efficiently
  • Effective organisation and prioritisation of work, time management skills
  • Ensure files and filing kept up to date, system records are updated accurately and all client work recorded
  • Commitment to professional qualifications

To apply, please send an email and covering letter to





For any enquiries please contact us.

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