Pensions & Investments Administrator

About the role

This position supports the processing and servicing of pension and investment business for a busy client relationship team. You will ensure clients receive accurate, timely administration while managing your own workload in a hybrid environment.

Key responsibilities

• Process transfers, top‑ups, withdrawals, income, contributions, fund switches, Bed & ISA and protection cases from start to finish.
• Develop a strong understanding of third‑party provider platforms and service levels.
• Manage individual workload using the back‑office diary system to meet deadlines.
• Investigate and resolve client and consultant queries.
• Handle post relating to new business cases and manage client/provider communications via phone and email.
• Maintain accurate, up‑to‑date client records on the back‑office system.
• Adhere to internal compliance procedures and third‑party requirements.
• Provide reception cover when required, including greeting clients and answering calls.

Required profile

• Minimum 1 year experience within an IFA practice or financial services provider.
• Good understanding of pension and investment products.
• Excellent interpersonal and communication skills.
• Strong attention to detail and accuracy.
• Self‑motivated with initiative and strong organisational abilities.
• Professional and confident telephone manner.

Required skills

• Intelligent Office (IO) – desirable.

What we offer

• Salary up to £31,000 (depending on experience).
• Hybrid working after probation (50% office / 50% home).
• Flexible working hours between 8 am‑6 pm (core 10 am‑4 pm).
• 34.5 hours per week.
• 5% employer pension contribution (minimum 5% employee).
• 4× salary life assurance and group income protection (50% of reference salary).
• Health cash plan (core level).
• 25 days holiday plus bank holidays, increasing with service length.
• Free onsite parking.