Manchester, England, United Kingdom · On-site
$25k–$26k/yr
Organon Trustees, part of K3 Advisory Group, is a specialist provider of bespoke self-invested pension solutions to professional advisers and their High Net Worth clients. We are a well-established player in the self-inv…
Skills: Bank Reconciliation, Database Maintenance, Payroll Processing, Invoicing, Benefit Calculations
Manchester, England, United Kingdom · Hybrid
Pareto Financial Planning, part of K3 Advisory Group, has an opportunity for a highly experienced Paraplanner responsible for delivering complex financial planning support to our clients and adviser. Our Paraplanners pla…
Skills: Financial Planning, Cashflow Modelling, Scenario Analysis, Suitability Report Writing, FCA Compliance
Manchester, England, United Kingdom · Hybrid
Pareto Financial Planning, part of K3 Advisory Group, has an opportunity for an experienced IFA Administrator to provide comprehensive administrative and client support to Financial Advisers, ensuring the efficient proce…
Skills: IFA Administration, Financial Product Knowledge, Intelliflo, AML Procedures, Client Relationship Management
Chorley, England, United Kingdom · Remote Solely
$27k–$32k/yr
Business Sales Closer 📍 Location: Remote, UK 💷 Salary: £27,000 – £32,000 (DOE) + £50,000 OTE & Uncapped Performance Bonus £55K+ top performers 🕒 Employment Type: Full-time About Knightsbridge: Knightsbridge is one of …
Skills: Account Management, Consultative Sales, Business Development, Influencing Skills, Lead Conversion
City of London, England, United Kingdom · Hybrid
Assistant Manager – Forensic Accounting, DIVS About the team At Quantuma, our forensic accounting & investigations team has grown significantly in recent years. Quantuma is part of K3 Advisory Group, one of the most ambi…
Skills: Forensic Accounting, Business Valuation, Loss Of Profit Claims, Expert Witness Reporting, Case Management
City of London, England, United Kingdom · Hybrid
Manager, Forensic Accounting About the team At Quantuma, our forensic accounting & investigations team has grown significantly in recent years. Quantuma is part of K3 Advisory Group, one of the most ambitious and fastest…
Skills: Forensic Accounting, Business Valuation, Loss Of Profits Calculation, Expert Witness Reporting, Case Management
City of London, England, United Kingdom · Hybrid
Assistant Manager – Forensic Accounting, DIVS About the team At Quantuma, our forensic accounting & investigations team has grown significantly in recent years. Quantuma is part of K3 Advisory Group, one of the most ambi…
Skills: Forensic Accounting, Investigations, Valuations, Expert Witness Services, Dispute Resolution
City of London, England, United Kingdom · Hybrid
Assistant Manager, Forensic Accounting About the team At Quantuma, our forensic accounting & investigations team has grown significantly in recent years. Quantuma is part of K3 Advisory Group, one of the most ambitious a…
Skills: Forensic Accounting, Investigations, Expert Witness Services, Dispute Advisory, Fraud Investigation
Manchester, England, United Kingdom · Hybrid
K3 Advisory Group is a multi-disciplinary group of professional services businesses that supports SMEs across the UK and internationally through expert advisory, restructuring, tax, and transaction services. We’re a fast…
Skills: Videography, Animation, Photography, Adobe Premiere Pro, Adobe After Effects
Bolton, England, United Kingdom · Hybrid
Group Sales Trainer / Talent Partner About the role Working as part of our People Team, this is an opportunity to help shape and deliver learning that supports a fast-paced, high-performing sales environment. At K3 Advis…
Skills: Sales Training, Coaching, L&D Delivery, Onboarding, Blended Learning
Bolton, England, United Kingdom · On-site
$28k–$50k/yr
Location: Bolton Head Office, BL3 2NT Salary: £28,000 - £32,000 basic + uncapped bonus (pro rata for part-time hours) Realistic OTE: £50,000+ (pro rata) Hours: Flexible part-time hours available Minimum commitment: 3 day…
Skills: Sales Development, Lead Qualification, Relationship Building, CRM Management, Phone Communication
Bolton, England, United Kingdom · On-site
$28k–$50k/yr
Location: Bolton Head Office, BL3 2NT Salary: £28,000 - £32,000 basic + uncapped bonus (pro rata for part-time hours) Realistic OTE: £50,000+ (pro rata) Hours: Typically 9:30am – 2:30pm, Monday to Friday, with flexibilit…
Skills: Inbound Sales, Lead Qualification, Relationship Building, CRM Management, Communication Skills
City of London, England, United Kingdom · Hybrid
Senior Associate, Restructuring & Insolvency – KR8 Advisory About KR8 Advisory A unique opportunity to join KR8 Advisory, a Managing Director-led Restructuring & Advisory practice, part of the K3 Advisory Group, based in…
Skills: Restructuring, Insolvency, Financial Analysis, Case Management, Stakeholder Management
Leeds, England, United Kingdom · Hybrid
Senior Associate, Restructuring & Insolvency – KR8 Advisory About KR8 Advisory A unique opportunity to join KR8 Advisory, a Managing Director-led Restructuring & Advisory practice, part of the K3 Advisory Group, based in…
Skills: Restructuring, Insolvency, Financial Analysis, Case Management, Cashflow Management
Bolton, England, United Kingdom · Hybrid
Group Financial Controller An exciting new opportunity has become available within the Group Finance department of an ambitious and growing Private Equity backed business for a driven and enthusiastic individual. Reporti…
Skills: Financial Control, Management Accounting, Consolidation, Technical Accounting, Cashflow Management
Manchester, England, United Kingdom · Hybrid
Manager, M&A / Corporate Finance Advisory K3 Deal Advisory is an established firm of Corporate Finance Advisors experienced in working with Owners and Boards at pivotal moments in their businesses lifecycle, raising fund…
Skills: Financial Modelling, Business Valuations, Mergers and Acquisitions, Project Management, Drafting Information Memorandums
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The role involves managing the daily operations of UK self-invested pension schemes, including bank reconciliations, payroll, and benefit processing. It also requires liaising with insurers and investment managers while maintaining positive relationships with clients and intermediaries.
Candidates should be highly organized with a keen eye for detail and strong communication skills. Previous knowledge of financial services is advantageous, and the role is ideal for recent university graduates.
Organon Trustees, part of K3 Advisory Group, is a specialist provider of bespoke self-invested pension solutions to professional advisers and their High Net Worth clients. We are a well-established player in the self-invested pensions sector but retain an absolute commitment to providing a first class, professional but personal service.
We have an opportunity to join the team as a Pensions Administrator, where you will work with a pension services team with excellent technical knowledge and practical know how.
The role comes with full on the job training, which requires working onsite full time at our office in Stockport (SK4). It is ideal for recent university leavers or those with an interest in pursuing a career in financial services. There is excellent scope for career progression and full support will be provided for further industry recognised qualifications.
Job description
Learning all aspects of work associated with the operation of UK self-invested pension schemes, including:
Reconciliation of client bank accounts.
Maintenance of client databases.
Assistance with monthly and annual payroll runs for client accounts.
Raising payment instructions from client accounts via online banking.
Raising and issuing invoices to clients and third parties.
Dealing with new business applications.
Calculating and processing benefit payments and reviews.
Preparation of initial, annual and ad-hoc projections and illustrations.
Liaison with insurers / investment managers regarding new investments, transfers, asset valuations etc.
Dealing with member / intermediary queries by email, letter, telephone and face-to-face.
Maintaining and developing positive working relationships with clients, financial advisers and other professional intermediaries.
General office duties, including filing, scanning, dealing with incoming / outgoing post etc.
Involvement in other technical and administrative projects in accordance with business needs.
Requirements
Show passion in delivering high quality work for all our clients and other members of the team.
Ability to organise and prioritise workloads to meet set deadlines.
Good communication skills.
At all times calm, welcoming and genuinely customer focused.
Must have a keen eye for detail.
IT literate.
Any previous knowledge or experience of financial services would be advantageous.
Summary
9am – 5pm, Monday – Friday (1 hour unpaid lunch).
£25-£26K p/a (dependent on experience), money purchase pension scheme, life assurance, 22 days annual leave (plus bank holidays) rising with service.
We support and advise company owners when buying or selling a company.
With 25+ years experience delivering hundreds of successful completed company sales and transactions. We work with a wide variety of industry sectors by integrating specialist marketing techniques with award winning technical Corporate Finance expertise. Our people are at the core of our success, taking great pride in providing a service of the highest quality to all of our clients. We have an extremely professional team of vastly experienced and dedicated people who are qualified in a variety of key disciplines, including: accountancy; corporate finance; business management; and marketing in order to guarantee that a comprehensive range of skills will be utilised throughout any project to achieve maximum value for your company. KBS Corporate offers a highly creative and proactive approach in order to identify prospective acquirers from across the globe. With a history of delivering success, we can provide a tailored sale strategy to realise a complete exit solution or a partial sale to release capital, ensuring that a number of ‘competitive’ offers are presented to you from an extensive UK and international range of target buyer routes.
Offices: K3 House, 5 Springfield Court, Summerfield Road, Bolton, Greater Manchester BL3 2NT, GB · 20 Saint Andrew Street, London, England EC4A 3AG, GB · 10-12 Mount Street, The Lexicon, Manchester, England M2 5NT, GB · 88 Harcourt Street, Dublin 2, Dublin, County Dublin D02 DK18, IE · Turnberry House, 175 West George Street, Glasglow, Scotland G2 2LB, GB
We support and advise company owners when buying or selling a company.
With 25+ years experience delivering hundreds of successful completed company sales and transactions. We work with a wide variety of industry sectors by integrating specialist marketing techniques with award winning technical Corporate Finance expertise. Our people are at the core of our success, taking great pride in providing a service of the highest quality to all of our clients. We have an extremely professional team of vastly experienced and dedicated people who are qualified in a variety of key disciplines, including: accountancy; corporate finance; business management; and marketing in order to guarantee that a comprehensive range of skills will be utilised throughout any project to achieve maximum value for your company. KBS Corporate offers a highly creative and proactive approach in order to identify prospective acquirers from across the globe. With a history of delivering success, we can provide a tailored sale strategy to realise a complete exit solution or a partial sale to release capital, ensuring that a number of ‘competitive’ offers are presented to you from an extensive UK and international range of target buyer routes.
Offices: K3 House, 5 Springfield Court, Summerfield Road, Bolton, Greater Manchester BL3 2NT, GB · 20 Saint Andrew Street, London, England EC4A 3AG, GB · 10-12 Mount Street, The Lexicon, Manchester, England M2 5NT, GB · 88 Harcourt Street, Dublin 2, Dublin, County Dublin D02 DK18, IE · Turnberry House, 175 West George Street, Glasglow, Scotland G2 2LB, GB
