Financial Adviser jobs in Lancaster

At Medifintech, we are at the forefront of NHS pension expertise in the UK, combining professionalism, agility, and innovation to navigate the evolving NHS Pension scheme landscape.

With significant growth planned for 2025, this is an exciting time to join our dynamic team. We offer a fast-paced, forward-thinking environment where your expertise will directly contribute to our success. For candidates with extensive NHS pension experience, additional opportunities and enhanced remuneration & bonuses may be available—speculative CVs are welcome.

The Role

We are seeking a highly skilled and proactive NHS Pensions Administrator with a strong finance background to support our growing team. You will play a vital role in handling NHS pension queries, supporting clients, and ensuring compliance with the latest regulations, including the McCloud Remedy.

Key Responsibilities

• Oversee the client onboarding process, liaising with financial advisers, accountants, and NHSBSA
• Gather and review client information to ensure data accuracy
• Follow up with clients and third parties for outstanding information
• Maintain regular client communication to update them on case progression
• Accurately input data and update internal systems
• Assist in preparing detailed NHS pension analysis

Person Specification

We are looking for an experienced pensions professional with:

• Proven experience in NHS pensions administration or a related professional services setting (e.g., accountancy, payroll, or financial services)
• Strong organisational skills and the ability to prioritise workloads efficiently
• Proficiency in Microsoft Office tools (Word, Outlook, Excel)
• In-depth knowledge of the NHS Pension Scheme, including different scheme variations and how they impact members
• Understanding of public sector pension reforms, particularly the McCloud Remedy, and how it affects pension calculations
• A solid grasp of payroll fundamentals, including payslips, gross pay, taxable pay, and pensionable pay
• Excellent communication skills, both written and verbal, with a professional approach to client interactions
• High attention to detail, ensuring accuracy in a professional, compliance-driven environment

Desirable Skills

• Strong knowledge of tax implications related to NHS pensions, including annual allowance, lifetime allowance, and pension tax relief
• Experience handling complex pension queries and providing guidance on pension scheme membership, contributions, and retirement planning
• GP Pension calculations.

Job Type: Full-time

Pay: £30,000.00-£36,000.00 per year

Additional pay:

• Performance bonus

Benefits:

• Company pension
• Private medical insurance

Schedule:

• Monday to Friday

Experience:

• NHS pensions: 2 years (required)

Work Location: In person

Application deadline: 31/03/2025