Financial advisory occupations Work, Jobs in Pudsey, Wyk (with Salaries)

Lead Pensions Administrator - Annual Events & Projects
TPT Retirement Solutions —Leeds
- Microsoft Word
- Microsoft Excel
- English
11d
Wealth Management Administrator - Hybrid
Argentis Group Limited —Harrogate
- Full-time
- Hybrid work
- Customer service
- Financial services
- Communication skills
- Employee discount
Quick apply
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Lead Pensions Administrator
TPT Retirement Solutions —Leeds
- Microsoft Word
- Microsoft Excel
- English
2d
Pensions Administrator
TPT Retirement Solutions —Leeds
- Microsoft Word
- Microsoft Excel
- English
2d
Wealth Manager
National Westminster Bank PLC —Leeds
- From £27,090 a year
- Full-time
- Hybrid work
- Banking
- Annual leave
6d
Pension Administrator
First Actuarial —Leeds
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance
Client Administrator
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- Administrative experience
- No degree
- Organisational skills
Quick apply
Independent Financial Advisor
Clarity Wealth Limited —Leeds
- £60,000 - £100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- IT
- Financial services
- Free parking
- Employee discount
Quick apply
Pensions Administrator Annual Events & Projects
TPT Retirement Solutions —Leeds
- Microsoft Word
- Microsoft Excel
- Communication skills
Private Banker
HSBC Global Services Limited —Leeds
- Full-time
- Travel
- Communication skills
- Banking
Client Delivery Associate
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Financial services
Experienced Financial Services Administrator
Budge and Company —Harrogate
- Full-time
- Financial services
- Communication skills
- Free parking
Private Banker
Barclays —Leeds
- Analysis skills
Client Relationship Support (Graduate)
AAB —Leeds
- Hybrid work
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
13d
Paraplanner
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Financial Adviser (Perspective Mackrill)
Perspective Financial Group —Ripponden
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Senior Pension Administrator
First Actuarial —Leeds
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance
Operations Executive - Scripts
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- Customer service
- English
- Microsoft Office
Quick apply

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Lead Pensions Administrator - Annual Events & Projects

TPT Retirement Solutions -
Leeds

Apply Now

Job details

Permanent
11 days ago

Benefits

Free flu jabs
Company pension

Qualifications

Microsoft Word
Pension
Microsoft Excel
GCSE
English
Business coaching
Communication skills

Full job description

The Vacancy

TPT Retirement Solutions are looking for a proactive Lead Pension Administrator to deliver high-quality pension scheme administration within the Annual Events & Projects area of the business. You’ll ensure timely, accurate data for stakeholders and help manage day-to-day operations.

Key Responsibilities

Deliver excellent customer service to colleagues, members, and employers.
Maintain accurate member and employer data.
Handle delegated tasks and check data and project work.
Manage scheme events (valuations, benefit statements, pension increases, annual allowance, group life assurance) on schedule.
Support and train junior team members.
Prioritise workloads for yourself and the team to meet service levels.
Ensure all timetabled tasks are completed, even in the Team Leader’s absence.
Check the quality and quantity of your own and team’s work.
Develop and follow procedures for scheme events and data checks.
Suggest process improvements and lead team meetings.
Support appraisals and probation reviews as needed.
Handle complaints with the Technical Team.

Skills & Qualifications:
Experience within Defined Benefit pensions and benefit calculations.
Able to support less experienced members of the team in a coaching capacity.
Good level of communication skills and able to prioritise own & others workload.
Intermediate level experience of using Microsoft Word and Excel.
GCSE’s (or equivalent) at grades C / 4 or above in Maths and English.
Studying towards/completed CPC/ DPA/CPA would be ideal.
Demonstrates enthusiasm for the job and able to work using own initiative.
Able to work under pressure and adapt to changes within the workplace.

What you will get in return:
Working in our diverse and inclusive Annual Events and Projects team is a rewarding experience. You’ll have ownership of your targets and the autonomy to work independently, while still being part of a close-knit supportive team. Our family-like culture boasts experienced staff who readily share their knowledge. You’ll have real influence, owning and improving the processes we use, and contributing to the planning and selection of your projects. We celebrate successes together, offer fantastic professional development through on-the-job training, internal programs, and external courses. We also have a strong track record of promoting from within.

If you enjoy working in Pensions Administration and are looking for a way to diversify your experience within a more specialist area for your next career move, then this role is for you, Apply Today!

The Company

TPT Retirement Solutions (TPT) is one of the UK’s leading providers of workplace pensions with 80 years’ experience of managing defined benefit and defined contribution pension schemes. It has £11.4 billion of assets under management (as at 30 September 2025) and 490,000 members.

TPT’s mission is to make pension schemes perform better for everyone, from the sponsoring employers and trustees to the members who are saving for the future. They are an innovative, forward-thinking organisation, investing in technology to improve the services they provide. TPT are ultimately owned by a pension fund, providing genuine alignment of interests with those of their clients and scheme members.

Benefits

Competitive salary

Performance-related bonus

Pension scheme

Sports and social events

Training and development plan

Flu jabs

Apply Now

Refine Your Search

financial advisory occupations jobs in pudsey, wyk

Lead Pensions Administrator - Annual Events & Projects

Wealth Management Administrator - Hybrid

Financial Planning Administrator

Financial Administrator

Lead Pensions Administrator

Pensions Administrator

Wealth Manager

Pension Administrator

Client Administrator

Independent Financial Advisor

Pensions Administrator Annual Events & Projects

Private Banker

Client Delivery Associate

Experienced Financial Services Administrator

Private Banker

Client Relationship Support (Graduate)

Paraplanner

Financial Adviser (Perspective Mackrill)

Senior Pension Administrator

Operations Executive - Scripts

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