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Project Manager – DB Pensions Hybrid | UK | Flexible WorkingThe Opportunity\n\n • Lead DB pension projects for medium and large schemes\n, • Manage GMP Equalisation, Buy-in/Buy-out readiness, rectification, mergers and wind-ups\n, • Work with clients, administrators, actuaries and project teams\n, • Join a growing team with strong career development opportunities\nKey Requirements\n\n, • Experience in UK Defined Benefit pensions\n, • Proven project management and stakeholder management skills\n, • Knowledge of GMPe, de-risking, rectification or related pension projects\n, • Background in pensions consulting, administration or actuarial projects desirable\n, • PRINCE2, APM, PMP or equivalent beneficial\nWhat's on Offer\n\n, • Flexible hybrid working out of a range of UK wide offices\n, • Career progression, mentoring and training\n, • Private healthcare and life assurance\n, • Generous pension contributions\n, • Wellbeing support and employee assistance programme\n, • Paid volunteering day\n, • Additional flexible benefits available\n

If you’ve built your career around Defined Benefit pensions, particularly in funding and investment and you’re starting to wonder what life looks like beyond consultancy, this might be worth a conversation. \n I’m currently working on a DB CRM role with a leading provider, and it offers something a little different. \n\n • You’ll inherit an established portfolio of DB clients\n, • You’ll focus on relationship management and strategic oversight, not business development\n, • No billable hours. No revenue targets.\n\n Instead, this is about becoming a trusted partner to schemes, helping them navigate funding, investment, and long-term objectives within a provider environment that’s actively evolving. \n The organisation is in a growth phase, with several new propositions coming to market. That means you’ll have the opportunity to be part of something forward-thinking, rather than simply maintaining the status quo. \n This would suit someone currently in consultancy, or perhaps someone who has already moved into a professional trustee firm, who enjoys the client-facing side of the work but is now looking for a shift in pace, focus, and structure without losing the technical depth that makes DB pensions interesting. \n I appreciate there may be some hesitancy, given the ongoing discussion around DB schemes moving towards buy-out and what that means for the market. While that journey is very real, it’s also driving a significant amount of activity around funding, investment strategy, and endgame planning. \n If you're open to hearing more, I'd love to set up a conversation, let's talk!

Client Relationship Manager (DB Pensions) A leading UK pensions provider is looking for a proactive and relationship-focused Client Relationship Manager to support Defined Benefit (DB) schemes across employer and trustee clients.Key responsibilities:\n\n • Manage and coordinate service delivery to clients, ensuring a high-quality experience\n, • Build strong relationships with employers, trustees, and advisers\n, • Lead strategic discussions on long-term scheme objectives\n, • Deliver clear communications (reports, presentations, updates)\n, • Coordinate client projects, including scheme development initiatives\n, • Provide expertise on DB pensions, legislation, and industry trends\n, • Support junior team members and collaborate across teams\n, • Ensure governance, risk controls, and policy standards are met\nSkills & experience:\n\n, • Proven DB client relationship management experience\n, • Strong knowledge of DB pensions, funding, and governance\n, • Excellent communication skills and stakeholder engagement\n, • Highly organised with the ability to manage multiple priorities\n, • Proactive, solutions-focused mindset\n, • Able to work independently and as part of a team\nAbout the role: This is a great opportunity to build long-term client partnerships, lead strategic conversations, and contribute to the success of pension schemes within a forward-thinking organisation.

Juliette Lister and Lisa Tremlett are currently assisting a third party pensions Company who are presently recruiting for both Implementation Analysts both contract and permanent and DB Produce owners \n DB PRODUCT OWNER - C60K \n\n • To provide project, technical and release support for the DB administration platform and related applications used primarily by the Pensions Administration Services department.\n, • To liaise with users to understand their needs, preferences and challenges for supported applications\n, • To liaise with internal teams, external parties to ensure that all development requirements and acceptance criteria are captured to enable application development and quality assurance\n, • To support the DB Product Manager in maintaining a release schedule for all supported applications\n, • To plan release contents, ensuring high priority/high impact work items are addressed in a timely manner\n, • To support the DB Product Manager in estimating the delivery timeline for a release. This should reflect all stages of the development lifecycle, including requirements gathering, development, Quality Assurance testing, User Acceptance testing (UAT), pre-deployment tasks and live deployment\n\n ESSENTIAL: \n\n • 5+ years' experience in the Pension Administration industry and/or as a Business Analyst, junior Product Owner, Product Analyst or similar\n, • Strong analytical or problem-solving abilities\n, • Experience with (or the ability to demonstrate understanding of) the software development lifecycle\n\n \n IMPLEMENTATION ANALYST 50-55K - PERMANENT \n IMPLEMENTATION ANALYST 50-55K - 12 MONTHS FIXED TERM CONTRACT \n To lead all aspects of data analysis and calculation activity across new business and internal transfer activity, supporting the delivery of the implementation portfolio across the business. \n\n • To define and implement data audit and analysis protocols which improve quality and effectiveness of transfer activity\n, • To lead the definition, creation and analysis of complex pension calculations which ensure effective member outcomes on transfer of activity.\n, • To oversee the production of system automation, liaising with IT and Administration functions to build, run and review test scenarios during the implementation phase.\n\n ESSENTIAL:- \n · Strong/Broad experience of occupational pension schemes, including administration \n · Experience of managing the definition and build of complex pensions calculations \n · Intermediate to advanced knowledge of DB/DC arrangements. \n · Experience of the implementation of pension arrangements, including bulk transfers of DB and DC \n · Experience of providing assistance to others in the management of projects and change \n · Good communication skills \n · Ability to communicate and manage change effectively \n This is a Profile Search and Selection vacancy who are operating as an Employment Agency. In order to apply for these positions candidates MUST have DB AND/OR DC PENSIONS EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. \n If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search. \n If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search. \n Profile Search and Selection are a specialist Pensions recruitment agency with opportunities nationwide - Please feel free to contact us direct should you wish to discuss any further vacancies

Leeds – 3 days office \n Permanent : 37.5 hour per week \n Full time (we welcome flexible working discussions) \n An opportunity to make a difference \n At Border to Coast our purpose is to make a difference and we’re looking for a Financial Planning and Analysis Manager to join our award-winning team. \n As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We’re the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term. \n As a Financial Planning and Analysis Manager, you will play a key role in supporting strategic decision-making, financial performance, and business transformation initiatives. \n Working closely with the Senior FP&A Manager you'll help deliver our budgeting process, maintain and enhance revenue models, and contribute to the development of Board-level balanced scorecard reporting. You'll also partner with our Change function to ensure programmes deliver measurable benefits, improved operational efficiency, and tangible commercial value across our B2C operations. \n This is an exciting opportunity for someone who enjoys translating data into actionable insights, improving processes, and influencing business performance. \n The role – what you’ll be doing \n As a Financial Planning and Analysis Manager your role is hugely important and will include: \n Budgeting \n\n • Support the delivery of budgeting and monthly performance reporting\n\n Change & Benefits Realisation \n\n • Partner with Change and Transformation teams to define, track, and validate financial and operational benefits of transformation initiatives\n, • Build and maintain benefits tracking frameworks, ensuring clear ownership and accountability\n, • Challenge assumptions and validate business cases with robust financial and commercial analysis\n, • Support post-implementation reviews to confirm delivery vs. plan\n\n Commercial & Financial Analysis \n\n • Provide actionable insights into Border to Coast cost performance drivers\n, • Assess the impact of proposed changes on P&L, cash flow, and customer outcomes\n, • Identify risks and opportunities to improve commercial performance\n\n Process Modelling & Efficiency Improvement \n\n • Map, analyse, and optimise key Border to Coast processes to drive efficiency\n, • Identify process inefficiencies, duplication, and automation opportunities\n, • Support implementation of improved processes, including performance tracking and KPIs\n, • Embed a culture of continuous improvement and data-driven decision making\n\n Data & Insight Delivery \n\n • Develop dashboards and reporting to track change performance, benefits, and operational metrics\n, • Translate complex data into clear commercial insights for stakeholders\n, • Work with data teams to ensure data quality, consistency, and accessibility\n\n About you - and the value you’ll bring to our team \n\n • Ability to manage tight deadlines whilst ensuring quality of outputs\n, • Strong problem-solving and decision-making skills\n, • Strong analytical and financial modelling skills\n, • Strong commercial acumen and business partnering skills\n, • Strong communication, engagement and influencing skills with confidence to challenges across all levels of the organisation\n, • Budgeting, forecasting and financial modelling\n, • Proven ability to deliver benefits realisation or support transformation programmes\n, • Effective IT skills required for the job role, including advanced Excel, PowerBI and data analysis capability\n, • Ability to develop dashboards and improve reporting capability\n, • Use of PowerBI\n, • Reward analysis\n\n Why join Border to Coast? \n At Border to Coast, you will receive competitive remuneration and have access to excellent benefits: \n\n • Vitality Health Insurance for all employees\n, • Employee Assistance Programme\n, • A generous holiday allowance of 30 days a year, plus bank holidays\n, • Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC)\n, • Critical Illness Cover\n, • Pension scheme\n, • Stunning Leeds city centre location only a short walk to the train station\n, • Cycle to work scheme\n, • Life Assurance of 6 times of salary\n, • Sustainable travel plans\n, • Range of discounts for Leeds gyms, shops and restaurants\n, • Hybrid working\n, • Onsite gym\n\n We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development. \n If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we would be happy to discuss making reasonable adjustments to our processes for you. \n We’re looking for people with the right values, behaviours, skills and experiences and if you meet some of the role’s criteria and are interested in finding out more about Border to Coast and the team, we’d love to hear from you. \n About Us \n Based in Leeds, Border to Coast is the largest LGPS (Local Government Pension Scheme) pool in the UK. It is owned by 18 Local Government Pension Schemes funds (‘Partner Funds’) which collectively represent over 5,000 employers and two million members. \n The Partner Funds are Bedfordshire, Cambridgeshire, Cumbria, Durham, East Riding, East Sussex, Essex Hertfordshire, Kent, Lincolnshire, Northamptonshire, North Yorkshire, South Yorkshire, Surrey, Teesside, Tyne and Wear, Warwickshire and West Sussex. \n The 18 Partner Funds have approximately £120bn of assets, strengthening the Border to Coast partnership’s ability to harness scale to be more effective, more resilient, and more impactful. \n Border to Coast Pensions Partnership Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England Number: 10795539 and Registered Office: 5th Floor, Toronto Square, Toronto Street, Leeds, LS1 2HJ.

Finance Administration Manager (Transactional Finance Lead) Leeds | £35,000-£40,000 | Hybrid (2 days office) Run the engine room. Actually be in charge of it. This is for someone who's done their time in transactional finance and is done being told how the process should work, they want to be the one deciding it. Our client, a growing business in Leeds, needs someone to take ownership of the full AP/AR cycle, payroll, and a small team, and make it run properly. You won't be buried in data entry. You'll be the person making sure the two people who are doing the data entry are doing it right, on time, and without drama, while you handle the HMRC submissions, pension uploads, and the odd fire that needs putting out. You'll be: Leading and developing a small transactional finance team (2 direct reports) Managing AP and AR end-to-end, with real ownership of controls and accuracy Overseeing payroll, HMRC, pensions, the lot Supporting month-end and fielding the finance queries that land on your deskYou'll need: Proven experience managing transactional finance processes, not just performing them Comfortable leading a small team, this is a step up, not a lateral move Payroll exposure (HMRC and pension processes specifically) The kind of person who fixes a broken process rather than working around it foreverWhy this one's worth your time: businesses are actively repositioning this kind of role around oversight and control rather than processing, which means you're building a career that gets more valuable as automation handles the grunt work, not less. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Leeds – 3 days office Permanent : 37.5 hour per week Full time (we welcome flexible working discussions) An opportunity to make a difference At Border to Coast our purpose is to make a difference and we’re looking for two Operations Analysts – Alternatives to join our award-winning team. As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We’re the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term. As an Operations Analyst – Alternatives you will be supporting Border to Coast with the oversight and governance of our third-party service providers. You’ll be of responsible for daily activities to ensure the oversight and governance of fund performance and ensure accuracy Custodians performance, attribution and reporting. As these roles sit within the Alternatives area of our Operations function you will need an understanding of GP/LP structures, Capital Calls, Distributions and how to recognise LP Valuations. The role – what you’ll be doing As an Operations Analyst – Alternatives your role is hugely important and will include: Organise / assist in the co-ordination of back / middle office projects. Daily performance activities to ensure oversight and governance of fund performance and ensuring accuracy of Custodians and Administrators performance and reporting. Daily Reconciliation of Portfolio positions: Identifying “breaks” and reacting to resolve accordingly. Corporate Actions Reconciliation. Raising queries and making adjustments where necessary Daily Capital Call and Distribution monitoring to ensure accuracy and escalate accordingly Review of Valuations to ensure they accurately recorded in the Internal Book of Records Oversight of Fund performance and ensuring accuracy of Custodian performance and reporting. Cash Management of settled and forecast cash balances, raising queries and making adjustments where necessary. First line Compliance reporting and monitoring. Assist Senior Operations Analyst with the provision of Back-Office Reporting as required Production of MI for use at Investment Committee Identify risks in own area of responsibility, recognise risks in all areas of the business and notify any such risks to your People Manager and the Operational Risk Manager. About you - and the value you’ll bring to our team Strong problem-solving skills and be reactive while also proactively look for improvements in their task load. Good knowledge of financial instruments required for the role. Some knowledge of financial information and management systems High levels of integrity and trustworthiness Effective IT skills required for the job role Experience or knowledge of GP/LP structures, Capital Calls, Distributions and how to recognise LP Valuations Desirable Knowledge of Pooled Investment funds. Other corporate knowledge – health and safety, ICT systems, information management and data protection If you’re driven to make a real impact on how we deliver risk and control assurance in a collaborative environment, we’d love to hear from you. Why join Border to Coast? At Border to Coast, you will receive competitive remuneration and have access to excellent benefits: Vitality Health Insurance for all employees Employee Assistance Programme A generous holiday allowance of 30 days a year, plus bank holidays Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC) Critical Illness Cover Pension scheme Stunning Leeds city centre location only a short walk to the train station Cycle to work scheme Life Assurance of 6 times of salary Sustainable travel plans Range of discounts for Leeds gyms, shops and restaurants Hybrid working Onsite gym There’s also more information about pay and reward, careers at Border to Coast and how we work on our website Careers - Border To Coast - Work With Us We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development. We’re looking for people with the right values, behaviours, skills and experiences and if you meet some of the role’s criteria and are interested in finding out more about Border to Coast and the team, we’d love to hear from you. About Us Based in Leeds, Border to Coast is the largest LGPS (Local Government Pension Scheme) pool in the UK. It is owned by 11 Local Government Pension Schemes funds (‘Partner Funds’). The Partner Funds represent nearly 3,000 employers and over 1.1 million members

Payroll and Pensions Manager £46,889 per annum - Grade 8 Leeds / Hybrid Full time - 37 hours per week Permanent Closing date - Sunday 26 July 2026 at 23:55 Please note that the Combined Authority will consider requests for part-time working and/or job share. We currently have a vacancy for a Payroll and Pensions Manager to join our Finance team. Due to retirement of the current postholder, we are looking for a Payroll and Pensions Manager to oversee the delivery of our in-house comprehensive payroll and pension service, ensuring compliance, accuracy and exceptional customer service. Leading a dedicated team, you will be responsible for managing complex payroll operations, pension scheme administration and legislative compliance. Working closely with colleagues across Finance, HR and external partners, you will drive continuous improvement, strengthen controls, and provide expert advice on payroll and pensions matters. This is an excellent opportunity for a highly skilled professional to make a significant contribution to a forward-thinking organisation committed to delivering high-quality services. Our Offer · Work your way – From flexible and agile working options, including a generous flexi-time scheme to help you balance your personal life and career. · Time to recharge – Enjoy 28 days of annual leave (with increases based on length of service), plus all Bank Holidays. · Free greener travel across West Yorkshire – Cover your commute sustainably with unlimited free bus and rail travel using the MCard (Zones 1–5). · Secure your future – Benefit from a highly competitive Local Government Pension Scheme. · Investing in you – Take advantage of supported professional development, regular training, and up to 3 paid volunteering days per year. · Grow with us – Incremental salary progression for most roles and annual cost of living increases. · Family first – We offer enhanced parental and bereavement leave, plus other family-friendly policies to support you when it matters most. · Your wellbeing, our priority – Access 24/7 free confidential counselling services and the Headspace app for you and up to 5 family or friends. · Modern workspace in a prime location – Work in bright, contemporary offices just a 2-minute walk from Leeds Train Station, fully equipped with the latest tech. The Role Reporting into the Financial Controller, your key responsibilities will include: • Responsible for the management and accurate / timely calculation of monthly payroll and compliant / statutory returns to HMRC, Pension Authority, other bodies as well as providing accurate / timely Payroll & Pension Management Information while ensuring compliance with internal policy and statutory regulations. • To provide professional guidance and investigate / resolve problems and enquiries, in a confidential manner, from internal and external stakeholders. • Responsibility for ensuring all relevant financial controls and procedures are maintained and adhered to for the Combined Authority and all associated companies. Responsibility for leading and managing the Payroll and Pensions Officer and Payroll and Pensions Assistant on the financial transaction processes in the team. This includes assuming accountability for financial transactions, payments and debt collection. Please review the Role Profile for more information about the responsibilities. About You You will have the following key skills, attributes, education and experience: • Relevant professional qualification (Chartered Institute of Payroll Professionals level 6). • In depth expertise across the payroll and finance function with the ability to identify, manage and resolve any complex concerns / problems. • Strong working understanding, knowledge and experience of payroll, HMRC and Local Government pension regulations. • Experience of leading and managing a team to deliver against KPIs ensuring accuracy and the meeting of key deadlines including supervision on day-to-day tasks. • Experience of leading on the production of monthly payrolls and related statutory returns. To Apply If this sounds like your next role, please complete the application form on our website and tell us within the supporting statement why you would be a great fit for our role and how your skills, knowledge and experience align with the requirements within the Role Profile. Please visit our Advice for Candidates webpage and review the guidance on this page for support in completing your application form. Further Information The Combined Authority is passionate about creating an inclusive workplace that promotes and values diversity. We know through experience that different ideas, perspectives and backgrounds create a stronger and more creative work environment that delivers better outcomes. We welcome applications irrespective of people's age, disability, neuro-divergence, sex, gender identity and gender expression, race or ethnicity, religion or belief, sexual orientation, pregnancy or maternity, or other personal circumstances. We have policies and procedures in place to ensure that all applicants are treated fairly and consistently at every stage of the recruitment process, including the consideration of reasonable adjustments for people who have a disability and/or who are neuro divergent. To find out more about inclusivity at the West Yorkshire Combined Authority please visit our dedicated webpage. Under the Disability Confident Scheme, applicants with a disability are guaranteed an interview, subject to the minimum criteria being met. Please note that whilst it is our policy to recruit at SP1 for all appointments, which is the salary stated above, each role includes career salary progression, with incremental increases applicable in most cases on an annual basis

Permanent : 37.5 hour per week Full time (we welcome flexible working discussions) Leeds – 3 days office An opportunity to make a difference At Border to Coast our purpose is to make a difference and we’re looking for a keen and experienced first line assurance specialist to join our award-winning team. As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We’re the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term. We are recruiting for this role to support the First Line Assurance Senior Manager in strengthening our first line assurance capability. You will help provide the business with clear and reliable guidance on risk and control assurance, as well as incident management, as the organisation continues to grow and evolve. The role – what you’ll be doing As an Assistant First Line Assurance Manager your role is hugely important and will include: Partnering with business teams to identify, assess, and manage risks and controls in line with our Risk Management Framework. Supporting incident management, ensuring incidents are recorded and managed promptly, including tracking actions, conducting root cause analysis, and identifying opportunities for improvement. Coordinate assurance testing and providing challenge on internal controls to help maintain a strong and effective control environment. Planning and coordinating the annual AAF 01/20 control assurance programme, working closely with stakeholders across the business. Acting as a key point of contact for Internal and External Auditors, helping coordinate and track requests and actions, and ensuring smooth and professional engagement. Supporting first line risk, control and incident reporting activities, including preparing materials for senior leadership and Executive committees. Supporting the development and enhancement of the Risk Management Framework and supporting systems, including user testing, feedback, and training. Promoting a positive risk and control culture, helping colleagues understand their responsibilities and the value of strong risk management. About you - and the value you’ll bring to our team Experience in a first line risk and control role within financial services, or similar regulated environment. High levels of integrity, professionalism and trustworthiness. Strong interpersonal, communication and influencing skills, with the ability to work effectively across all three lines of defence. Effective planning, organising, analytical and problem-solving skills. Strong critical thinking abilities, with the capability to assess information, scenarios, and data to identify improvements and recommend actions. Familiarity with Governance, Risk and Compliance/Control (GRC) systems. A collaborative approach and a commitment to continuous improvement. A proactive mindset and willingness to continually develop your technical knowledge and skills. If you’re driven to make a real impact on how we deliver risk and control assurance in a collaborative environment, we’d love to hear from you. Why join Border to Coast? At Border to Coast, you will receive competitive remuneration and have access to excellent benefits: Vitality Health Insurance for all employees Employee Assistance Programme A generous holiday allowance of 30 days a year, plus bank holidays Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC) Critical Illness Cover Pension scheme Stunning Leeds city centre location only a short walk to the train station Cycle to work scheme Life Assurance of 6 times of salary Sustainable travel plans Range of discounts for Leeds gyms, shops and restaurants Hybrid working * Onsite gym There’s also more information about pay and reward, careers at Border to Coast and how we work on our website Careers - Border To Coast - Work With Us We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development. If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we would be happy to discuss making reasonable adjustments to our processes for you. We’re looking for people with the right values, behaviours, skills and experiences and if you meet some of the role’s criteria and are interested in finding out more about Border to Coast and the team, we’d love to hear from you. About Us Based in Leeds, Border to Coast is the largest LGPS (Local Government Pension Scheme) pool in the UK. It is owned by 11 Local Government Pension Schemes funds (‘Partner Funds’). The Partner Funds represent nearly 3,000 employers and over 1.1 million members. The Partner Funds are Bedfordshire, Cumbria, Durham, East Riding, Lincolnshire, North Yorkshire, South Yorkshire, Surrey, Teesside, Tyne and Wear and Warwickshire. The Partner Funds have c.£65.3bn in investments, of which Border to Coast is directly responsible for the management or oversight of £55.4bn (as of 31 March 2025)

Hi, we’re Penfold 👋 Penfold is building the pension of the future. We’re dragging the multi-trillion-pound pension industry out of the dark ages with its outdated products and poor service. Think about how challenger banks have changed banking. We’re demystifying pensions to make them universally accessible, engaging, and easy so we can help everyone save enough for later life. We’re growing a team of 60+ builders across London and Tallinn, backed by some of the world’s leading fintech investors. We’ve raised over £20 million, manage more than £800m in pensions for over 100,000 savers and thousands of employers. We’re on track for profitability next year and growing really quickly, named recently as the only pure-play pension company in Sifted’s 100 fastest growing startups in the UK&I. 🤑 Competitive salary - ranging from £70k-80k. 💸 10% Pension contribution (all from Penfold) - you don't need to match this, and it is on top of your salary. 📈 Meaningful share options - you’ll own a part of Penfold and share in our success! 🏝️ Unlimited holidays - we’re interested in outcomes, not how many holidays you go on! 🏥 Medical insurance - through Vitality you get access to Private GPs, Physio, Counselling services and great discounts and offers (think 50% off Virgin Active or PureGym memberships, free Apple Watches). 🧑‍💻 Hybrid working - we like people to come into our office at least a couple of days a week to collaborate (so it would be great if you lived within reach of London), but we trust you to get your work done in whatever environment suits you. We have quarterly in-person team socials to ensure we all stay connected and regular optional meetups too! 🏢 Great community office - a wonderful private office near Borough Underground station with free gym and other great benefits. Free snacks, coffee, drinks and company lunch once a week. 🖥️ Best-in-class equipment - MacBook and any WFH equipment you need. 🚴 Cycle to work scheme plus a host of other benefits - see here: https://getpenfold.com/careers About the role We’re looking for a Product Manager to own key customer-facing outcomes, starting with pension transfers, contributions and other critical flows that drive LTV and help our customers save with confidence. You’ll be responsible for the full product lifecycle in your area, from identifying and framing problems, to shaping the roadmap, leading discovery, managing delivery and iterating post-launch to deliver outcomes for our customers and our business. You'll have strong support from the Head of Product and peers across the team, and you’ll play a vital role in helping us scale both our product and how we work as we grow. You will: • Own critical customer-facing outcomes, flows and be responsible for key results, • Set the pace; we’re a start-up and have a serious bias for action, • Lead continuous discovery, • Define success metrics, ask sharp data questions and analyse results to surface opportunities, • Run generative research to deeply understand our customers and inform product direction, • Frame and map opportunities to guide prioritisation and trade-offs, • Break down initiatives into smaller bets to accelerate learning and time-to-value, • Collaborate closely with Engineering, Design, Ops, Sales and other teams to ensure smooth delivery and alignment, • Be accountable for predictable delivery and ongoing iteration in your area About you You will have: • Demonstrable experience discovering and delivering successful products with measurable impact, • Confidence in using data independently to inform a broad range of decisions, • A deeply customer centric mindset, • Experience working in highly autonomous, accountable, cross-functional teams, • Experience working with a continuous product discovery approach and outcome-focused development, • A strong ability to use feedback loops and success metrics to guide learning and iteration, • Clear, structured written and verbal communication with technical and non-technical audiences, • A genuine interest in helping people save more for later life Ideally you have previous experience… • Working on B2C or B2B2C apps with tens or hundreds of thousands of users, • In fintech or a highly regulated industry, • Navigating complex operational workflows, • In start-ups or scale-ups, especially during periods of fast growth You do not need to meet all of the above criteria in order to apply! If you’ve read this far and are excited about the opportunity, but are missing some of the experiences we’ve listed, we strongly encourage you to apply regardless. • We’ll have a 45 minute introductory call to properly introduce you to Penfold, find out more about your experience so far and career aspirations, and make sure you get a chance to ask any questions you might have, • The next stage would be a 90 minute exercise/task which is done over a video call at a time that suits you, • Finally, we’ll organise some sessions with some team members from inside and outside Product & Engineering for a few conversations about how we work together and what to expect day-to-day. You’ll also have the opportunity to ask them questions directly For more info, feel free to reach out to George Cleal, our Head of Product. We are 100% committed to building a diverse and representative team. Whatever your race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability - we want to hear from you. If you have questions about the role, the company, or the interview process, please let us know and we’ll be happy to answer.

Financial Planner – Inherit HNW Clients & Build Your Future with the Backing of a National IFA £70,000 – £80,000 Basic + High-Quality Clients + Bonus (OTE £100k+) | Flexible Working | Full Paraplanning & Admin Support Are you a driven Financial Adviser seeking the perfect blend of autonomy and backing from a nationally recognised IFA firm? This is your opportunity to take over an established portfolio of high-net-worth clients, benefit from a regular flow of quality leads, and receive the support and infrastructure needed to scale your business – all while enjoying the security of an employed salary of up to £80,000. Why This Opportunity Stands Out This isn't a cold-start role or commission-only proposition. It's a chance to plug into a proven, professional advice framework with existing client relationships, full admin and compliance support, and high-value new enquiries delivered to you consistently. Whether you're stagnating in your current role, tired of limited leads, or looking for long-term career support with a respected name in the market – this opportunity is designed for you. What You’ll Get £70,000 – £80,000 basic salary depending on experience Realistic OTE of £100k+ through a transparent and rewarding bonus structure Immediate HNW client bank from retiring advisers (average portfolio size £500k+) Ongoing, high-quality leads from established introducer relationships and digital channels Hybrid working model – blend of remote and regional office work Paraplanning, admin & compliance support – so you can focus on advising Full tech stack and CRM to streamline your client work Pension, DIS, private medical, and other flexible benefits Chartered support – Full backing for further qualifications and CPD What You'll Be Doing Take ownership of a loyal HNW client bank and nurture long-term relationships Provide fully independent, holistic advice across pensions, investments, IHT, protection, and retirement planning Convert warm, qualified leads into valuable client relationships Collaborate with in-house paraplanners and admin support to ensure smooth and compliant advice delivery Contribute to ongoing growth, client retention, and service excellence What You’ll Bring Level 4 Diploma in Regulated Financial Planning (minimum) A track record as a Financial Adviser/IFA/Wealth Manager, ideally with experience serving HNW clients Strong relationship-building skills and commercial awareness A commitment to high ethical standards and delivering exceptional outcomes Ideal for... Advisers currently limited by a lack of leads or support Those working in self-employed models seeking more stability IFAs with client-facing experience who want to grow with national backing If you're ready to step into a role that offers both quality clients and serious earning potential – without starting from scratch – apply today and start the next chapter of your advising career.

Hi, we’re Penfold - we’re on a mission to help everyone save enough to be comfortable in later life by making pensions accessible and engaging! There’s over a trillion pounds in UK pensions, but the industry is full of traditional providers with outdated products and poor customer service. Penfold is dragging the pension industry out of the dark ages with a platform built on modern technology. We’re demystifying pensions to make pension saving easy, accessible and engaging. We’re a focused team of 70 based primarily across London and Tallinn, and have raised significant funding from some of the most successful FinTech investors in the world. We manage over £1bn of pension assets for over 100,000 savers and thousands of businesses, and we’re growing rapidly every month. Our team is focused on building an amazing pension experience for our customers. As we scale, we’re strengthening our Partner Sales team to unlock significantly more growth from the accounting firms we already work with. As a Partner Sales Manager, you’ll be responsible for educating and growing our channel of accounting partners, with a clear commercial focus on driving new client onboardings from existing firms. This is a quota-carrying, field-oriented role, suited to someone who has sold successfully to accountants before and enjoys building strong relationships that convert into consistent deal flow. You’ll spend significant time meeting accountants face-to-face, attending events, and positioning Penfold as the pension solution that helps firms streamline day-to-day processing and spend more time on high-value client work. This is not a support role. You’ll own revenue targets and be accountable for performance across your partner portfolio. • Own a portfolio of existing accounting firms and grow client onboardings from them, • Increase penetration within firms by placing Penfold with more of their clients, • Consistently hit or exceed monthly and quarterly commercial targets, • Reactivate dormant or underperforming partners and reignite deal flow, • Recruit new stakeholders within accounting firms (partners, managers, payroll teams), • Educate firms on Penfold’s proposition and how it benefits both their practice and clients, • Position Penfold as a solution that streamlines pension processing and reduces admin, • Help firms move away from compliance-heavy workflows towards more efficient processes, • Develop strong relationships with firm owners and senior decision-makers, • Act as a commercial partner and trusted advisor, not just a product contact, • Be highly visible and proactive across your territory, • Represent Penfold confidently within the accounting community, • Spend significant time meeting accountants in person, • Attend and represent Penfold at accounting events, roadshows and conferences, • Organise and host coffees, lunches, drinks and small partner events, • Build a strong personal brand with accountants, • Maintain accurate pipeline management and forecasting in the CRM, • Share insights from partner conversations with Product, Marketing and Sales, • Help refine partner messaging, enablement and go-to-market strategy, • Continuously improve how we work with and sell through accountants This role is ideal for someone who is commercially driven, relationship-oriented, and motivated by winning deals, and who thrives in a field-based role where success is built on trust, presence and persuasion. • Proven experience selling to accounting firms, • Track record of hitting or exceeding commercial targets, • Experience recruiting, educating and growing accounting partners, • Confidence working with senior stakeholders and firm owners, • Comfortable owning a territory and being accountable for results, • Experience selling FinTech, SaaS, payroll, pensions or financial services, • Familiarity with regulated or trust-based products (e.g. Pensions, Investments, Payroll, Financial Services), • Experience working in a scale-up or high-growth environment, • Existing network within the UK accounting community, • You consistently hit or exceed your revenue targets, • Existing accounting partners deliver increased and predictable deal flow, • Dormant partners are reactivated and contributing again, • Accounting firms see Penfold as a trusted, long-term partner, • Penfold grows faster through its accountant channel, • Intro Call – A quick chat to introduce you to Penfold, learn about your experience and aspirations, and answer any questions., • Task – A practical task that we’ll complete together to determine how you’d approach a similar scenario to the role, • Culture Fit Session – Meet one of our Co-Founders and team members to see if we’re a great fit for each other. We’re 100% committed to building a diverse and representative team. Whatever your background, gender, race, age, or ability – we’d love to hear from you. If you have any questions, feel free to ask (even anonymously)! We’re all about giving every candidate the best chance to shine. If you require any reasonable adjustments to the job description, application, or selection process, just let us know — we’d be happy to help. When it comes to hiring, we focus only on your skills, experience, and how you live our values. As part of our hiring process, we may record your interview and use AI tools to generate notes. This helps us capture details accurately and ensures a fair review by our hiring panel. By attending an interview with Penfold, you consent to the use of recording and AI-generated notes for this purpose. If you have any concerns or would prefer not to be recorded, please let us know in advance. We’re working hard to create a workplace where people feel empowered to do their very best work, make a big impact, and enjoy what they do. Here’s what we offer: • Competitive salary – we proactively review salaries to ensure fairness and progression, • Meaningful share options – you’ll own a part of Penfold and share in our success, • 10% pension contribution each month that you don’t need to match (on top of your salary), • Medical insurance – through Vitality, including private GPs, physio, counselling, and great discounts (think 50% off PureGym memberships, free Apple Watches, and more), • Unlimited holidays – we trust you to get the work done and take breaks when needed, • Great office space (https://theministry.com) – our private office is run by the Ministry of Sound!, • Free company lunch every week (think Borough Market and Mercato Metropolitano!), • Top-tier MacBook and WFH equipment to set you up for success, • Cycle to work scheme – buy a bike tax-free and spread the cost, • Learning & professional development – we support courses, events, and coaching to help everyone reach their goals, • Quarterly company socials – plus plenty of regular team meetups! Excited to join us? Apply now!

Chip is on a mission to make saving and investing effortless for everyone. With a product suite spanning savings, ISAs, and investment accounts, we're now launching our SIPP pension — and we're looking for the right person to help us get it right for customers from day one. This role sits at the heart of one of Chip's most significant product launches. As we bring our SIPP pension to market, we're looking for a Team Lead who can help shape what great customer support looks like from day one, and grow with the proposition as it evolves. As Chip's proposition matures, our ambition is to move toward more personalised, regulated support for customers, and this individual is likely to play a leading role in shaping how CS delivers that. If you're motivated by helping build something, not just running it, this is the right opportunity. You'll be part of a broader CS team, leading on Pensions while contributing to the wider range of customer queries and subjects across Chip's product suite. You'll report to the Customer Service Manager and work closely with colleagues across CS leadership to ensure consistency in standards, process, and direction. What you can expect to be doing: Pensions SME The go-to person within CS for all things pension and SIPP — building and maintaining internal knowledge, guidance, and processes as the product evolves Primary CS liaison with the Product team — translating customer insight into actionable feedback, flagging friction points, and contributing to the pension customer experience roadmap Keeping across regulatory developments relevant to SIPP and pension products and ensuring the team is always up to speed Playing an active role in how Chip develops more personalised, regulated support for customers over time Leading your team Day-to-day line management of a broader CS team with a Pensions specialism — setting the standard, driving performance, and developing people 1-2-1s, probation reviews, personal OKRs, and performance management Experienced in having difficult conversations and comfortable holding people to account with fairness and consistency Creating an environment where people are motivated, supported, and clear on what good looks like Operational responsibilities Representing Customer Support in the Pensions work stream — SLAs, KPIs, blockers, and solutions Rota management, leave, sickness cover, and OOH planning — always with a risk-based eye on customer impact Supporting the team with complex pension enquiries and acting as the escalation point when it matters Using data to understand performance, spot trends, and drive continuous improvement Ensuring full compliance with FCA regulatory requirements across every customer interaction What we’re looking for: Essential Experience managing customer support teams within an FCA-regulated financial services environment, pensions, investments, mortgages, financial advice, or similar A solid grasp of the compliance obligations that come with supporting customers on regulated products A natural subject matter expert, someone who builds knowledge, shares it well, and uses it to influence across teams A people-first leader with a genuine track record of developing and getting the best out of a team Operationally sharp, comfortable with data, SLAs, and the day-to-day reality of running a busy CS function Motivated by helping build and shape, not just maintain Desirable Direct SIPP or pension product experience Experience in or adjacent to environments moving toward more personalised, regulated customer support What we’re really looking for: ✍️ We’re looking for someone who’s genuinely excited about Chip and energised by the opportunity to help build the future of wealth, making saving, investing and pensions simpler and more accessible for everyone. We work in a regulated space, so the bar is high. But we’ve built a team of smart, thoughtful people who care about doing great work and enjoy doing it together. Technical skills matter, obviously. But they’re not the only thing we hire for. We want real people. People with interests, perspective and personality. The best teams are made up of individuals who bring different experiences into the room, not just polished CVs and good interview answers. So alongside the technical side, we’ll be looking for empathy, self-awareness, sound judgement, resilience and a collaborative mindset. People who are good to work with, especially when things get hard. ⏰ Working Hours ⏰ Monday to Thursday: 9:00 AM – 6:00 PM Friday: 8:00 AM – 4:00 PM (Start your weekend early!) Enjoy a structured yet balanced workweek, with an early Friday finish to kickstart your weekend! PERKS 🎁 £45,000 per annum Discretionary Performance-Related Annual Bonus of up to 10% (Cash) and 5% (Shares) based on your gross annual salary. Workplace pension scheme - We invest in your future with a workplace pension scheme, contributing 5% on earnings up to £45,000. Plan ahead with confidence while you grow your career! 🚀 Private medical insurance (medical history disregarded) Employee Assistance Programme Cycle to work scheme Season ticket loan Free ChipX subscription for UK-based employees We are an equal-opportunity employer and value diversity Flexible working arrangements 28 days holiday plus bank holidays, plus the days between Christmas and New Year ✈️ Annual training budget for courses, workshops, or conferences to help you advance your career. £30 per month Chip Fitness Benefit to suit your Mental/Physical Wellbeing Company laptop Opportunity to have a huge impact on our product while fast-tracking your knowledge, responsibility and skills in a high-growth fintech startup 🚀 Our Interview Process: 📖 Video screen with someone from our Talent team Video interview with the hiring manager Final interview with VP of Customer Support About Chip Chip’s mission is to make your life wealthy We're building the wealth super app of the future. An app to build your long-term wealth across savings, investments and pensions. We use technology to break down barriers so users can invest like the ultra-wealthy, giving them one simple place to manage, grow and protect their wealth. The Sunday Times listed Chip as the 6th fastest growing tech company in Britain… and we're not slowing down. Chip serves over 400,000 active customers and looks after over £6billion in assets. These customers trust us to build the most amazing product we can, so working at Chip comes with real purpose. Chip is being built by a fast-growing team of designers, developers, customer service professionals, marketers, banking experts, and entrepreneurs. Our funding story though is a little different. Chip is one of the most crowd-funded businesses in Europe, having raised over £50m from 29,000 investors, over 9 years. Crowdfunding is in our DNA and only Brewdog has more investors than Chip. Our vision To be the most personal digital wealth manager in the UK Who we are Chip has a creative and diverse team of 180, from all different backgrounds and industries. We’re driven and passionate people, but no one takes themselves too seriously. Don’t just take our word for it. We have a few awards under our belt, including Best Personal Finance App at the 2022, 2024 & 2025 British Bank Awards. Our Values Be ACCOUNTABLE Everything you do matters, Care about the end result, Challenge the norm, Disagree, yet commit to making it happen once a decision has been made, Do the best job possible Be BOLD Share our Ambition and do your bit to achieve it, Innovate: challenge the norm, break the mould and make it happen, Set goals that truly align with our mission, Do your best for our customers Be COLLABORATIVE Work cross-functionally - we win as a team, Build strong relationships based on trust, Treat others fairly and respectfully, Hold others to account, Be supportive and inclusive, Have fun together Equal Opportunities We are passionate and committed to our people and go beyond the rhetoric of diversity and inclusion. You will be working in an inclusive environment and be encouraged to bring your whole self to work. We will do all that we can to help you successfully balance your work and home life. As a growing business we will encourage you to develop your professional and personal aspirations, enjoy new experiences, and learn from the talented people you will be working with. It’s talent that matters to us and we encourage applications from people irrespective of their gender, race, sexual orientation, religion, age, disability status or caring responsibilities. Note to Agencies Chip does not accept unsolicited CVs from recruiters or employment agencies in response to any of our live roles on our career page. Chip will not consider or agree to payment of any referral compensation or recruiter fee relating to these unsolicited CVs. Chip explicitly reserves the right to hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited CVs, including those submitted to hiring managers, are deemed to be the property of Chip.

We are seeking an experienced finance professional to join a growing, multi-division construction group based in North-West London as a Bookkeeper. This is a newly created role due to continued business growth and offers the opportunity to work across a diverse portfolio of specialist companies within the construction and infrastructure sectors. The successful candidate will report to the Finance Director and play a key role in managing financial operations, ensuring compliance, and supporting ongoing improvements. This role offers hybrid working with only one day per week required in the office. Our client operates across several entities including construction, residential, civil engineering, and technical research. With centralised financial oversight, they are committed to excellence, compliance, and continuous improvement. Key responsibilities include managing recurring and complex finance matters across all group companies, overseeing CIS compliance including subcontractor onboarding, HMRC verification, submissions and reporting, supporting VAT returns and maintaining compliance records, and handling payroll across the group including PAYE, pensions, and statutory submissions. The role also includes banking tasks such as supplier payments, reconciliations, and cash flow monitoring. You will serve as a key link between the Finance Coordinator, General Manager, and Finance Director, producing monthly reports and helping to improve financial processes across the group. Candidates should be AAT qualified, studying towards AAT, or qualified by experience. Solid experience in a finance role, preferably within construction or a multi-entity group, is desirable. Strong knowledge of CIS, VAT, PAYE, and HMRC compliance is required, along with experience in payroll processing and banking. Proficiency in QuickBooks is also desirable but not essential. The ideal candidate will have excellent attention to detail, strong organisational skills, and the ability to work independently while communicating effectively across teams. The role offers a salary of £30,000 to £40,000 per annum depending on experience, plus a 5% annual bonus. It includes 25 days holiday plus bank holidays (pro-rated for part-time), a company pension, and the opportunity for remote working. Both full-time and part-time applications are welcome. If you are ready to join a dynamic and expanding organisation and contribute to its financial success, we would love to hear from you. Please apply now to be considered.

Working with a leading benefits consultancy to recruit an Employee Benefits Admin Manager within their Workplace Pensions division An extremely exciting time to join, as the business goes from strength to strength with huge plans over the next few years. The Pensions team is growing quickly, with continued success winning large volumes of new clients. They have a collaborative, friendly, progressive and inclusive environment and its a great place to work, especially if you're looking to develop your career - their culture is fantastic and agile than some, whilst still being able to "fish in the same pond" as the large corporates, working with some huge global businesses! The role has come about due to the current manager being promoted into a different team, so there's scope for progression internally in the future too, if this is something you're keen on Day to day you'll focus on Team Leadership & Development, Client & Stakeholder Management, Process Improvement, Compliance & Risk Management, Collaboration and Reporting & Performance Management You'll be expected to travel to Bristol 1-2 times per week. If you have experience within Workplace Pensions from either an insurer or broker and are an established manager, please apply now! Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

We are looking for a Customer Support Executive who possesses a passion for customer care and will work with our team of talented Customer Support Executives & colleagues across the business to provide the best possible end to end customer experience. What you can expect to be doing: Dealing with all queries that come in through live chat, email and through social media. Troubleshooting technical issues and optimising user experience. Reporting bugs and UX issues to other members of the team. Active participation in app growth and development. What we’re looking for: Flexibility to work between the hours of 8am to 10pm Monday - Sunday (Shift basis) 39 Hours a week, this may include working on either Saturday or Sunday.. You can get your head around a complex system quickly. You find it easy to juggle and prioritise different tasks. You’re chilled under pressure. You are friendly and naturally engaging with a positive can-do attitude to customer support. Committed to providing excellent customer support, written and verbal. What we’re really looking for: ✍️ Someone with a genuine interest in Chip and is excited about being part of a fast-growing company and our mission to build the investment super app of the future. Although we’re in the financial space, and under the scrutiny that comes with it, the current customer support team works well together, and even sometimes with a smile. We’re sure you’ve got the technical skills, otherwise, you would have stopped reading by now, so let us be clear on what will make us want to work with you. We want a real person, with interests outside of work, to join our team. You could be a dancer, a gamer, a musician, a parent, a hockey fan, or even that one person that still writes Twilight fan-fiction. Doesn’t matter to us. At the interview stages, we will be looking for empathy, eq, fun stories, and the ability to smile even when things are tough. PERKS £25,776 per annum Discretionary Performance-Related Annual Bonus Workplace pension scheme - We invest in your future with a workplace pension scheme, contributing 5% on earnings up to £25,776. Plan ahead with confidence while you grow your career! Private medical insurance (medical history disregarded) Employee Assistance Programme Cycle to work scheme Season ticket loan Free ChipX subscription for UK-based employees We are an equal-opportunity employer and value diversity Flexible working arrangements 28 days holiday plus bank holidays, plus the days between Christmas and New Year ✈️ Annual training budget for courses, workshops, or conferences to help you advance your career. £30 per month Chip Fitness Benefit to suit your Mental/Physical Wellbeing Company laptop Opportunity to have a huge impact on our product while fast-tracking your knowledge, responsibility and skills in a high-growth fintech startup Our Interview Process: Short take-home task Video interview with Head of Talent Video interview with the hiring manager & Team Lead Final interview with VP of Customer Support About Chip Our mission is to make our customers wealthy. We're building the wealth super app of the future. An app to build your long-term wealth across savings, investments and pensions. We use technology to break down barriers so users can invest like the ultra-wealthy, giving them one simple place to manage, grow and protect their wealth. The Sunday Times listed Chip as the 6th fastest growing tech company in Britain… and we're not slowing down. Chip serves over 400,000 active customers and looks after over £6billion in assets. These customers trust us to build the most amazing product we can, so working at Chip comes with real purpose. Chip is being built by a fast-growing team of designers, developers, customer service professionals, marketers, banking experts, and entrepreneurs. Our funding story though is a little different. Chip is one of the most crowd-funded businesses in Europe, having raised over £50m from 29,000 investors, over 9 years. Crowdfunding is in our DNA and only Brewdog has more investors than Chip. Our vision We know planning for your future can be a tedious, daunting task often avoided, so we want to change that. We're building the wealth app for our community, giving them one place for saving and investing. We're giving customers control and guidance to effortlessly build their long-term wealth using award-winning tech, while celebrating their achievements along the way. Who we are Chip has a creative and diverse team of 200, from all different backgrounds and industries. We’re driven and passionate people, but no one takes themselves too seriously. Don’t just take our word for it. We have a few awards under our belt, including Best Personal Finance App at the 2022, 2024 & 2025 British Bank Awards. Our Values Be ACCOUNTABLE Everything you do matters, Care about the end result, Challenge the norm, Disagree, yet commit to making it happen once a decision has been made, Do the best job possible Be BOLD Share our Ambition and do your bit to achieve it, Innovate: challenge the norm, break the mould and make it happen, Set goals that truly align with our mission, Do your best for our customers Be COLLABORATIVE Work cross-functionally - we win as a team, Build strong relationships based on trust, Treat others fairly and respectfully, Hold others to account, Be supportive and inclusive, Have fun together Equal Opportunities We are passionate and committed to our people and go beyond the rhetoric of diversity and inclusion. You will be working in an inclusive environment and be encouraged to bring your whole self to work. We will do all that we can to help you successfully balance your work and home life. As a growing business we will encourage you to develop your professional and personal aspirations, enjoy new experiences, and learn from the talented people you will be working with. It’s talent that matters to us and we encourage applications from people irrespective of their gender, race, sexual orientation, religion, age, disability status or caring responsibilities. Note to Agencies Chip does not accept unsolicited CVs from recruiters or employment agencies in response to any of our live roles on our career page. Chip will not consider or agree to payment of any referral compensation or recruiter fee relating to these unsolicited CVs. Chip explicitly reserves the right to hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited CVs, including those submitted to hiring managers, are deemed to be the property of Chip.

We are looking for a Customer Support Executive who possesses a passion for customer care and will work with our team of talented Customer Support Executives & colleagues across the business to provide the best possible end to end customer experience. What you can expect to be doing: • Dealing with all queries that come in through live chat, email and through social media., • Troubleshooting technical issues and optimising user experience., • Reporting bugs and UX issues to other members of the team., • Active participation in app growth and development. What we’re looking for: • Flexibility to work between the hours of 8am to 10pm Monday - Sunday (Shift basis) 39 Hours a week, this may include working on either Saturday or Sunday.., • You can get your head around a complex system quickly., • You find it easy to juggle and prioritise different tasks., • You’re chilled under pressure., • You are friendly and naturally engaging with a positive can-do attitude to customer support., • Committed to providing excellent customer support, written and verbal. What we’re really looking for: ✍️ Someone with a genuine interest in Chip and is excited about being part of a fast-growing company and our mission to build the investment super app of the future. Although we’re in the financial space, and under the scrutiny that comes with it, the current customer support team works well together, and even sometimes with a smile. We’re sure you’ve got the technical skills, otherwise, you would have stopped reading by now, so let us be clear on what will make us want to work with you. We want a real person, with interests outside of work, to join our team. You could be a dancer, a gamer, a musician, a parent, a hockey fan, or even that one person that still writes Twilight fan-fiction. Doesn’t matter to us. At the interview stages, we will be looking for empathy, eq, fun stories, and the ability to smile even when things are tough. PERKS 🎁 • £24,762 per annum, • Discretionary Performance-Related Bi-Annual Bonus of up to 10% (Cash) and 5% (Shares) based on your gross annual salary., • Workplace pension scheme - We invest in your future with a workplace pension scheme, contributing 5% on earnings up to £24,762. Plan ahead with confidence while you grow your career! 🚀, • Private medical insurance (medical history disregarded), • Employee Assistance Programme, • Cycle to work scheme, • Season ticket loan, • Free ChipX subscription for UK-based employees, • We are an equal-opportunity employer and value diversity, • Flexible working arrangements, • 28 days holiday plus bank holidays, plus the days between Christmas and New Year ✈️, • Annual training budget for courses, workshops, or conferences to help you advance your career., • £30 per month Chip Fitness Benefit to suit your Mental/Physical Wellbeing, • Company laptop, • Opportunity to have a huge impact on our product while fast-tracking your knowledge, responsibility and skills in a high-growth fintech startup 🚀 Our Interview Process: 📖 • Short take-home task, • Video interview with Head of Talent, • Video interview with the hiring manager & Team Lead, • Final interview with VP of Customer Support About Chip Our mission is to make our customers wealthy. We're building the wealth super app of the future. An app to build your long-term wealth across savings, investments and pensions. We use technology to break down barriers so users can invest like the ultra-wealthy, giving them one simple place to manage, grow and protect their wealth. The Sunday Times listed Chip as the 6th fastest growing tech company in Britain… and we're not slowing down. Chip serves over 300,000 active customers and looks after over £6billion in assets. These customers trust us to build the most amazing product we can, so working at Chip comes with real purpose. Chip is being built by a fast-growing team of designers, developers, customer service professionals, marketers, banking experts, and entrepreneurs. Our funding story though is a little different. Chip is one of the most crowd-funded businesses in Europe, having raised over £50m from 29,000 investors, over 9 years. Crowdfunding is in our DNA and only Brewdog has more investors than Chip. Our vision We know planning for your future can be a tedious, daunting task often avoided, so we want to change that. We're building the wealth app for our community, giving them one place for saving and investing. We're giving customers control and guidance to effortlessly build their long-term wealth using award-winning tech, while celebrating their achievements along the way. Who we are Chip has a creative and diverse team of 190, from all different backgrounds and industries. We’re driven and passionate people, but no one takes themselves too seriously. Don’t just take our word for it. We have a few awards under our belt, including Best Personal Finance App at the 2022, 2024 & 2025 British Bank Awards. Our Values Be ACCOUNTABLE Everything you do matters, Care about the end result, Challenge the norm, Disagree, yet commit to making it happen once a decision has been made, Do the best job possible Be BOLD Share our Ambition and do your bit to achieve it, Innovate: challenge the norm, break the mould and make it happen, Set goals that truly align with our mission, Do your best for our customers Be COLLABORATIVE Work cross-functionally - we win as a team, Build strong relationships based on trust, Treat others fairly and respectfully, Hold others to account, Be supportive and inclusive, Have fun together Equal Opportunities We are passionate and committed to our people and go beyond the rhetoric of diversity and inclusion. You will be working in an inclusive environment and be encouraged to bring your whole self to work. We will do all that we can to help you successfully balance your work and home life. As a growing business we will encourage you to develop your professional and personal aspirations, enjoy new experiences, and learn from the talented people you will be working with. It’s talent that matters to us and we encourage applications from people irrespective of their gender, race, sexual orientation, religion, age, disability status or caring responsibilities. Note to Agencies Chip does not accept unsolicited CVs from recruiters or employment agencies in response to any of our live roles on our career page. Chip will not consider or agree to payment of any referral compensation or recruiter fee relating to these unsolicited CVs. Chip explicitly reserves the right to hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited CVs, including those submitted to hiring managers, are deemed to be the property of Chip.

Chip is on a mission to make saving and investing effortless for everyone. With a product suite spanning savings, ISAs, and investment accounts, we're now launching our SIPP pension — and we're looking for the right person to help us get it right for customers from day one. This role sits at the heart of one of Chip's most significant product launches. As we bring our SIPP pension to market, we're looking for a Team Lead who can help shape what great customer support looks like from day one, and grow with the proposition as it evolves. As Chip's proposition matures, our ambition is to move toward more personalised, regulated support for customers, and this individual is likely to play a leading role in shaping how CS delivers that. If you're motivated by helping build something, not just running it, this is the right opportunity. You'll be part of a broader CS team, leading on Pensions while contributing to the wider range of customer queries and subjects across Chip's product suite. You'll report to the Customer Service Manager and work closely with colleagues across CS leadership to ensure consistency in standards, process, and direction. What you can expect to be doing: Pensions SME The go-to person within CS for all things pension and SIPP — building and maintaining internal knowledge, guidance, and processes as the product evolves Primary CS liaison with the Product team — translating customer insight into actionable feedback, flagging friction points, and contributing to the pension customer experience roadmap Keeping across regulatory developments relevant to SIPP and pension products and ensuring the team is always up to speed Playing an active role in how Chip develops more personalised, regulated support for customers over time Leading your team Day-to-day line management of a broader CS team with a Pensions specialism — setting the standard, driving performance, and developing people 1-2-1s, probation reviews, personal OKRs, and performance management Experienced in having difficult conversations and comfortable holding people to account with fairness and consistency Creating an environment where people are motivated, supported, and clear on what good looks like Operational responsibilities Representing Customer Support in the Pensions work stream — SLAs, KPIs, blockers, and solutions Rota management, leave, sickness cover, and OOH planning — always with a risk-based eye on customer impact Supporting the team with complex pension enquiries and acting as the escalation point when it matters Using data to understand performance, spot trends, and drive continuous improvement Ensuring full compliance with FCA regulatory requirements across every customer interaction What we’re looking for: Essential Experience managing customer support teams within an FCA-regulated financial services environment, pensions, investments, mortgages, financial advice, or similar A solid grasp of the compliance obligations that come with supporting customers on regulated products A natural subject matter expert, someone who builds knowledge, shares it well, and uses it to influence across teams A people-first leader with a genuine track record of developing and getting the best out of a team Operationally sharp, comfortable with data, SLAs, and the day-to-day reality of running a busy CS function Motivated by helping build and shape, not just maintain Desirable Direct SIPP or pension product experience Experience in or adjacent to environments moving toward more personalised, regulated customer support What we’re really looking for: ✍️ We’re looking for someone who’s genuinely excited about Chip and energised by the opportunity to help build the future of wealth, making saving, investing and pensions simpler and more accessible for everyone. We work in a regulated space, so the bar is high. But we’ve built a team of smart, thoughtful people who care about doing great work and enjoy doing it together. Technical skills matter, obviously. But they’re not the only thing we hire for. We want real people. People with interests, perspective and personality. The best teams are made up of individuals who bring different experiences into the room, not just polished CVs and good interview answers. So alongside the technical side, we’ll be looking for empathy, self-awareness, sound judgement, resilience and a collaborative mindset. People who are good to work with, especially when things get hard. ⏰ Working Hours ⏰ Monday to Thursday: 9:00 AM – 6:00 PM Friday: 8:00 AM – 4:00 PM (Start your weekend early!) Enjoy a structured yet balanced workweek, with an early Friday finish to kickstart your weekend! PERKS £45,000 per annum Discretionary Performance-Related Annual Bonus of up to 10% (Cash) and 5% (Shares) based on your gross annual salary. Workplace pension scheme - We invest in your future with a workplace pension scheme, contributing 5% on earnings up to £45,000. Plan ahead with confidence while you grow your career! Private medical insurance (medical history disregarded) Employee Assistance Programme Cycle to work scheme Season ticket loan Free ChipX subscription for UK-based employees We are an equal-opportunity employer and value diversity Flexible working arrangements 28 days holiday plus bank holidays, plus the days between Christmas and New Year ✈️ Annual training budget for courses, workshops, or conferences to help you advance your career. £30 per month Chip Fitness Benefit to suit your Mental/Physical Wellbeing Company laptop Opportunity to have a huge impact on our product while fast-tracking your knowledge, responsibility and skills in a high-growth fintech startup Our Interview Process: Video screen with someone from our Talent team Video interview with the hiring manager Final interview with VP of Customer Support About Chip Chip’s mission is to make your life wealthy We're building the wealth super app of the future. An app to build your long-term wealth across savings, investments and pensions. We use technology to break down barriers so users can invest like the ultra-wealthy, giving them one simple place to manage, grow and protect their wealth. The Sunday Times listed Chip as the 6th fastest growing tech company in Britain… and we're not slowing down. Chip serves over 400,000 active customers and looks after over £6billion in assets. These customers trust us to build the most amazing product we can, so working at Chip comes with real purpose. Chip is being built by a fast-growing team of designers, developers, customer service professionals, marketers, banking experts, and entrepreneurs. Our funding story though is a little different. Chip is one of the most crowd-funded businesses in Europe, having raised over £50m from 29,000 investors, over 9 years. Crowdfunding is in our DNA and only Brewdog has more investors than Chip. Our vision To be the most personal digital wealth manager in the UK Who we are Chip has a creative and diverse team of 180, from all different backgrounds and industries. We’re driven and passionate people, but no one takes themselves too seriously. Don’t just take our word for it. We have a few awards under our belt, including Best Personal Finance App at the 2022, 2024 & 2025 British Bank Awards. Our Values Be ACCOUNTABLE Everything you do matters, Care about the end result, Challenge the norm, Disagree, yet commit to making it happen once a decision has been made, Do the best job possible Be BOLD Share our Ambition and do your bit to achieve it, Innovate: challenge the norm, break the mould and make it happen, Set goals that truly align with our mission, Do your best for our customers Be COLLABORATIVE Work cross-functionally - we win as a team, Build strong relationships based on trust, Treat others fairly and respectfully, Hold others to account, Be supportive and inclusive, Have fun together Equal Opportunities We are passionate and committed to our people and go beyond the rhetoric of diversity and inclusion. You will be working in an inclusive environment and be encouraged to bring your whole self to work. We will do all that we can to help you successfully balance your work and home life. As a growing business we will encourage you to develop your professional and personal aspirations, enjoy new experiences, and learn from the talented people you will be working with. It’s talent that matters to us and we encourage applications from people irrespective of their gender, race, sexual orientation, religion, age, disability status or caring responsibilities. Note to Agencies Chip does not accept unsolicited CVs from recruiters or employment agencies in response to any of our live roles on our career page. Chip will not consider or agree to payment of any referral compensation or recruiter fee relating to these unsolicited CVs. Chip explicitly reserves the right to hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited CVs, including those submitted to hiring managers, are deemed to be the property of Chip.

WE’RE HIRING! Are you enthusiastic, driven and passionate about accounting? Join our team to be part of our transformation within the finance industry! YOUR PARTNER IN BUSINESS! Thomas and Co International are a multi-award-winning modern cloud-based accountancy firm based in greater Manchester, shaking up the world of finance with passion, hunger and a drive to provide an exceptional service to entrepreneurs and build a team of winners that want to do the same! Our specialty is providing entrepreneurs with deep insights into their finances to allow them to scale profitably, and tax efficiently while building generational wealth. If you’re an ambitious professional in the accounting industry looking for an employer to finally allow you to spread your wings and fulfil your potential, then this could be the role for you! Visit our / to find out more! Are you an experienced Payroll Manager with a strong background in running payrolls for accountancy clients? Thomas & Co International Limited is looking for a dedicated and detail oriented Payroll Manager to join our fast-paced team! About the Role You’ll be responsible for running payrolls and pensions on behalf of our accountancy clients, ensuring their staff are paid accurately and on time. You'll work closely with our Payroll Associate and internal accounting pods to deliver seamless, compliant, and high-quality payroll services. We offer an excellent employee benefit package including a profit share model, cash back medical scheme, gym membership contributions, additional days leave for birthdays and more! Key Responsibilities Processing all payrolls and pensions for our clients Informing clients of their PAYE liability with links and references to HMRC Contacting HMRC for PAYE queries Circulating legislative updates to colleagues and clients Responding to client queries in a timely and professional manner De-registering and registering clients for PAYE where required Payrolling benefits Administering pensions and ensuring client compliance with pension regulations Submitting Declarations of Compliance to The Pensions Regulator Posting payroll journals to Xero Reviewing monthly payroll staff headcount to ensure accurate billing Identifying client scope changes and informing the Client Manager (e.g., increase in employee numbers, increases in pay frequency) Assisting with other payroll-related admin duties as required Internal training of Thomas & Co colleagues External client training on an adhoc basis Payment run processing Managing client relationships Improvements to internal payroll processing, including standardisation of information received What We’re Looking For Must have proven experience in payroll processing in an accountancy practice environment Must hold a payroll qualification Strong proficiency with payroll systems Knowledge of UK PAYE, pensions, and HMRC compliance Accurate, efficient, and deadline-focused work ethic Excellent communication and organisational skills Confident working independently and as part of a collaborative team Experience using Buddy software for payroll processing is preferred Working Hours & Location Monday to Friday Full time, 37.5 hours Hybrid role – based in Oldham, with flexibility to work from home 3 days a week Why Join Us? At Thomas & Co International, you’ll be part of a forward-thinking, friendly, and supportive team. We value your expertise, encourage professional growth, and recognise the critical role payroll plays in client satisfaction. At Thomas and Co International, fostering a diverse and Flexible environment is not just a statement, it's our commitment. We believe in cultivating a workplace where every individual's unique background, perspective and talents are not only welcomed but celebrated. We understand that diversity fuels innovation and creativity, driving us towards excellence in everything we do. By embracing diversity, we strive to create an inclusive culture where everyone feels valued, respected and empowered to thrive! "No agencies, please. We kindly request that recruitment agencies refrain from submitting unsolicited CVs. We will not accept responsibility for any fees related to unsolicited CVs sent to our hiring managers or HR team."

IDEX Consulting is working with one of the UK's leading pension consulting firms in the search for a Senior Pension Administrator in their DB schemes team. The role has arisen due to continued growth and recent external investment. This firm has invested in excellent staff retention rate, clear progression plans and opportunities in different teams, they are focused on culture and making sure everyone is supported with a solid career plan. They are an invested Pension practice in the market and offer a market leading financial & benefits package. You will be responsible for administering and leading on a portfolio of DB schemes, acting as the client relationship manager. You will check colleagues work, manage work-flow and train/develop the junior staff. As a Senior Pensions Administrator within our projects team, you will play a crucial part in the delivery and management of pension projects. You would be involved in a variety of projects including: • Benefit audit analysis & rectification work, • Data analysis and rectification, • GMP reconciliation, rectification and equalisation, • Legal reviews such as benefit specification and equalisation advice, • Data transfer to the Pension Protection Fund or insurance companies, • Manage and maintain member records, • Setting clear timelines for the delivery of projects, • Setting and managing budgets, • Attending Trustee meetings, • Involved in the day to day administration of the scheme Desirable: • Knowledge of and experience with GMP Reconciliation / Equalisation calculations, • Practical knowledge of the Pension Protection Fund (PPF) Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

About the company: Alexander Lloyd is partnered with one of the UK's leading pension consultancies. Our client focuses on building long-term partnerships with clients, and scheme members ensuring compliance efficiency, and high-quality outcomes across as aspects of pensions administration and consultancy services. If you want to work for a business that put people first, where diverse talents are supported to grow and thrive, then this is a great opportunity for you! About the role: This is remote position, with ad-hoc travel required to the Middlesbrough office. We're looking for an experienced Pensions Client Relationship Manager to take the lead on Public Sector pensions administration. You'll be the trusted partner for clients, working with pension boards, committees, and scheme members to ensure outstanding service delivery. You'll also play a key role in new business tenders, representing administration services. Key responsibilities include: • Leading the delivery of pension administration services for a portfolio of Public Sector Clients., • Managing client relationships and acting as the main point of contact., • Preparing and presenting for client meetings., • Handling complex pension queries and offering consultative support., • Managing projects and ensuring compliance with legislation., • Leading on tenders and new business presentations. Keys skills and experience required: • Extensive experience in Client Relationship Management and Public Sector pensions administration., • Experience of working within a third-party pensions administration environment., • Strong technical knowledge of DB schemes and pensions legislation., • Confidence in managing complex queries and client relationships., • Excellent communication skills - written, verbal, and presentation. Apply now to take your next step in your pensions career!

Alexander Lloyd in Leeds is seeking a Pensions professional to manage client relationships and deliver strategic support within Defined Benefit schemes.

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