Corporate Financial Planning Administrator - Lancashire

Tempest Jones Recruitment; Lancashire; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading company in the pensions sector seeks a support administrator for their Group Pensions and Employee Benefits Team. The successful candidate will manage client communication, scheme administration, and ensure compliance with regulations. With opportunities for ongoing professional development and hybrid working arrangements, this role offers a competitive salary and a dynamic work environment.

Benefits

Competitive salary and benefits package

Ongoing professional development

Hybrid working arrangements

Qualifications

• Experience supporting administrative functions for corporate IFAs specializing in group pensions and employee benefits.
• Professional and dedicated attitude required.

Responsibilities

• Provide comprehensive administrative support for various pension schemes.
• Manage daily scheme administration tasks as per Client Specific Service Agreements.
• Maintain precise records, electronic and paper-based.

Skills

Attention to detail

Excellent communication skills

Numerical skills

Job description

28th March, 2025

The key purpose of the role is to provide full technical support to the Group Pensions and Employee Benefits Team.

We offer a competitive salary and benefits package, ongoing professional development, and hybrid working arrangements.

The role includes:

• Liaising with clients, consultants, and insurers to provide comprehensive administrative support for schemes such as Group Personal Pension, Stakeholder, Group Life Assurance, Group Permanent Health Insurance, SSAS, SIPP, Keyperson, and Shareholder Protection.
• Managing daily scheme administration tasks in line with Client Specific Service Agreements, including processing annual renewals, reviews, and contribution updates.
• Preparing accurate contribution schedules for corporate clients, ensuring compliance with reporting regulations and timely delivery.
• Processing new entrants, leavers, retirements, transfers, and death claims.
• Producing illustrations and new entrant packs.
• Collaborating with the Group Risk Manager and supporting scheme re-broking processes for group risk clients.
• Processing new SIPP applications through to policy documentation.
• Maintaining precise records, both electronic and paper-based.
• Monitoring an effective diary system.
• Performing general office duties such as filing, post sorting, scanning, and photocopying.

Key Skills:

Experience supporting administrative functions for corporate IFAs specializing in group pensions and employee benefits is preferred. Excellent communication skills, both verbal and numerical, attention to detail, and a professional, dedicated attitude are essential for success in this role.

To Apply:

Interested candidates should contact Jenny Brophy and send their CVs to [e-mail].

Location options include Stoke, Reading, Preston, Milton Keynes, Manchester, London, Liverpool, Leeds, Guildford, Chester, UK.