Pensions Administrator

About the role

We are supporting an established Chartered financial planning business in North East England. The Pensions Administrator will work on a permanent, full‑time basis, providing essential administration across a range of pension and investment products.

Key responsibilities

• Provide administration support for pension and investment products.
• Process applications, transfers, contributions, withdrawals and other client requests.
• Maintain accurate client records and keep information up to date.
• Liaise with clients, financial advisers, pension providers and third parties.
• Obtain valuations, policy information and supporting documentation.
• Monitor applications and cases through to completion.
• Assist with pension calculations and prepare client documentation.
• Prepare information and reports for clients and advisers.

Required profile

• Previous experience within pensions.
• Good understanding of pension products and administration.
• Experience working with pension providers and processing client applications.
• Strong attention to detail and accuracy.
• Excellent organisational and time‑management skills.
• Confident communication with clients, advisers and external providers.
• Good general computer skills and ability to meet deadlines.
• Experience with investments or insurance administration is advantageous.

Required skills

• Microsoft Office

What we offer

• Salary £28,000 – £33,000, dependent on experience.
• Permanent, full‑time contract.
• Company pension scheme.
• Opportunity to join a reputable Chartered financial planning business.
• Varied pension and investment administration work.
• Long‑term career development within financial services.
• Supportive and professional working environment.