Pensions Administrator

About the role

Join a client‑focused financial planning business as a Pensions Administrator, providing essential administrative support to advisers and ensuring pension cases are handled accurately and efficiently. This permanent, full‑time position offers the chance to work within a modern, digital‑driven environment while maintaining high standards of client service.

Key responsibilities

• Provide comprehensive administrative support for pension and financial planning cases.
• Process new business applications, pension transfers and other client instructions.
• Liaise with pension providers, investment companies and third parties to obtain information and progress cases.
• Request and collate pension valuations, policy information and supporting documentation.
• Maintain accurate and up‑to‑date client records and documentation.
• Prepare client files and supporting information for advisers.
• Monitor applications and outstanding cases, following up with providers where required.
• Handle client and provider correspondence professionally and efficiently.
• Assist with the preparation and processing of pension contributions, withdrawals and transfers.
• Ensure administration is completed accurately and in line with internal procedures and regulatory requirements.
• Support the wider team with general financial services administration as needed.

Required profile

• Previous experience in pensions administration, financial services administration or a similar role.
• Good knowledge of pensions and an understanding of the financial planning process.
• Experience dealing with pension providers and financial services organisations.
• Excellent attention to detail and a highly organised approach to work.
• Strong written and verbal communication skills.

Required skills

• Microsoft Office applications.