Financial adviser Work, Jobs in Warsash, Ham (with Salaries)

Senior Pensions Administrator
Nucleus Financial —Portsmouth
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
- Annual leave
Quick apply
9d
Director of Procurement and Commercial
University of Southampton —Southampton
- Full-time
- Hybrid work
- University
- Leadership
13d
Wealth Manager
National Westminster Bank PLC —Chandlers Ford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
5d
Financial Planning Administrator - 12-month FTC
Attivo Group —Fareham
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Customer Service Adviser
Business Choice Direct —Eastleigh
- From £24,700 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Free parking
- Health & wellbeing programme
Quick apply
8d
Governance, Risk & Compliance (GRC) Analyst
Quilter —Southampton
- Full-time
- Microsoft Word
- Microsoft Excel
- Analysis skills
9d
Financial Services Administrator
de Mellow & Co Ltd —Waterlooville
- From £26,500 a year
- Full-time
- Microsoft Office
- Organisational skills
- Financial services
- Life insurance
- Sick pay
Quick apply
8d
Business Development Manager
Eight Financial Advice —Whiteley
- £42,000 - £48,000 a year
- Full-time
- Hybrid work
- Business development
- Organisational skills
- Financial services
- Employee assistance programme
Quick apply
13d
Finance Manager / Financial Controller
TheYachtMarket —Southampton
- £35,000 - £42,000 a year
- Full-time
- Microsoft Excel
- Organisational skills
- In-person
- Free parking
- Sick pay
Quick apply
2d
Client Reallocation Administrator
Eight Financial Advice —Whiteley
- £30,000 a year
- Full-time
- Hybrid work
- CRM software
- Microsoft Excel
- Salesforce
- Employee assistance programme
Quick apply
Ongoing Advice Specialist
Eight Financial Advice —Whiteley
- £28,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee assistance programme
Quick apply
7d
Dealership Accountant
Greenhous - Retail & Fleet —Newport
- Full-time
- Employee discount
- Sick pay
Quick apply
12d
Financial Planner
The Progeny Group Limited —Fareham
- Full-time
- Remote
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
13d
Client Case Manager
Eight Financial Advice —Whiteley
- £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
Lead Data Analyst – Operational Excellence (FTC)
Quilter —Southampton
- Full-time
- SQL
- Continuous improvement
- Leadership
Marketing Executive
Quilter —Southampton
- Full-time
- Project management
- Organisational skills
- Financial services
1d
Growth Administrator
RSM UK —Eastleigh
- Full-time
- Hybrid work
- Sales
- Business development
- Organisational skills
Assistant Team Manager
Quilter —Southampton
- Full-time
- Microsoft Excel
- Microsoft Office
- Communication skills
5d
LEGAL ASSISTANT – PRIVATE CLIENT TEAM (Administration)
Scott Bailey LLP —Lymington
- Up to £27,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
- Free parking
- Employee discount
Quick apply
6h
Senior Group Reporting Accountant
Quilter —Southampton
- Full-time
- Microsoft Office
- Financial services
- Communication skills
9d

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financial adviser jobs near warsash, ham

Senior Pensions Administrator

Nucleus Financial -
Portsmouth

Quick apply

Job details

Permanent | Full-time
£30,000 - £35,000 a year
9 days ago

Benefits

Annual leave
Company pension

Qualifications

Pension
Microsoft Office
Organisational skills
IT
Financial services
HMRC
Communication skills

Full job description

About the role

Role is based in Portsmouth

As a Senior SIPP Administrator, you will play a key role in administering the full life cycle of Self-Invested Personal Pensions (SIPPs). In addition to handling complex pension administration tasks, you will support the team through quality checking, coaching, and acting as the first point of contact for queries. You will contribute to maintaining high standards of service, accuracy, and compliance, while fostering the development of your colleagues.

Responsibilities

Your day-to-day responsibilities will include:

Core Administration Duties

Setting up new SIPPs and issuing welcome documentation
Processing contributions, transfers in and out (cash and in-specie)
Administering pension payroll and draw down benefits (including PCLS and income)
Handling complex transactions and escalated cases
Preparing and issuing annual and statutory reports
Ensuring accurate daily reconciliations and banking processes

Senior Responsibilities

Quality Control– Checking the work of other team members to ensure accuracy, compliance, and adherence to internal procedures and regulatory requirements
Team Support– Acting as the first point of contact for internal queries, offering technical guidance and resolution support to colleagues
Training & Development– Delivering training and mentoring to team members on processes, systems, and best practice
Process Improvements– Contributing to the ongoing development and refinement of procedures to enhance efficiency, accuracy, and service delivery

Client Relationship Management

Building and maintaining strong relationships with our clients
Understanding client-specific requirements and tailoring services accordingly
Responding to complex client queries in a professional and timely manner

Compliance & Risk Management

Ensuring full compliance with HMRC regulations, pensions legislation, and FCA guidelines
Maintaining accurate and up-to-date records
Supporting audits, regulatory reporting, and risk management processes

About you

We expect you to demonstrate strong organisational skills and a passion for delivering excellent service You should be comfortable working independently as well as part of a team and able to manage competing priorities with confidence

Accuracy and Attention to Detail– High standards of accuracy in all aspects of administration and record-keeping
Collaboration and Teamwork– A proactive and supportive team player who shares knowledge and ideas
Communication Skills–Excellent clear and professional communication, both written and verbal
Organisation and Prioritisation– Strong ability to manage competing priorities and meet deadlines effectively
Technical Proficiency– Competent IT skills, particularly in Microsoft Office applications
Experience and Knowledge– Previous experience in pensions administration, ideally with SIPPs; understanding of pensions legislation and HMRC regulations (advantageous); relevant pensions qualifications, or working towards them (beneficial but not essential)

Your Commitment

Take responsibility in everything you do to deliver good outcomes for our customers
Positively demonstrate the Nucleus values and behaviours
Ensure compliance with the Code of Conduct at all times

A little about us 
We’re the Nucleus Financial Platforms group and we help make retirement more rewarding.
People come first - whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too. 

Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact. 

Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work. 
Are we a perfect match? Check out this video and find out! 

Inclusion and diversity at Nucleus 
As with most things in life, who cares, wins. We really care about inclusion. 
For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector. 
More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development. 

At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.

Job Types: Full-time, Permanent

Pay: £30,000.00-£35,000.00 per year

Benefits:

Company pension

Work Location: Hybrid remote in Portsmouth PO6

Quick apply

Refine Your Search

financial adviser jobs in warsash, ham

Senior Pensions Administrator

Director of Procurement and Commercial

Wealth Manager

Financial Planning Administrator - 12-month FTC

Customer Service Adviser

Governance, Risk & Compliance (GRC) Analyst

Financial Services Administrator

Business Development Manager

Finance Manager / Financial Controller

Client Reallocation Administrator

Ongoing Advice Specialist

Dealership Accountant

Financial Planner

Client Case Manager

Lead Data Analyst – Operational Excellence (FTC)

Marketing Executive

Growth Administrator

Assistant Team Manager

LEGAL ASSISTANT – PRIVATE CLIENT TEAM (Administration)

Senior Group Reporting Accountant

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