Hybrid Pension Administrator | Client-Focused Support

Brookson Group; Coventry; Hybrid; GBP 21,000 - 28,000; Full time

Benefits offered by this job

Monthly commission

5% company pension contribution after

23 days’ annual leave + bank holidays

Birthday off

Wellbeing benefits

Free financial advice

Job summary

Brookson Group in Coventry (CV5) is seeking a Pension Administrator within our Financial Services team to support Advisors and ensure high-quality client service.

You will handle end-to-end pension case administration, client communications by phone and email, maintain records to compliance, and assist with suitability reports, AML checks and invoicing. This role offers hybrid working with 2 days in the office and generous benefits.

Qualifications

• Strong communication skills, both written and verbal.
• Excellent time management and ability to manage workload.
• Confident building rapport with clients in a customer-facing role.
• Strong attention to detail to ensure data accuracy and compliance.
• Comfortable working towards KPIs and targets.
• Proficiency in Microsoft Office.
• Collaborative, team-focused approach.

Responsibilities

• Provide end-to-end administrative support on client pension cases from application through to completion.
• Support Advisors with suitability reports, reviews and wider pension administration.
• Maintain accurate client records and ensure documentation meets regulatory standards.
• Carry out checks such as AML, fee reconciliation and invoicing.
• Work with the wider team to meet SLAs and drive service improvements.

Skills

Communication skills

Time management

Rapport building

Attention to detail

KPIs & targets

Collaborative/team player

Pensions/financial services knowledge

Tools

Microsoft Office

Job description

Brookson Group in Coventry (CV5) is seeking a Pension Administrator within our Financial Services team to support Advisors and ensure high-quality client service.

You will handle end-to-end pension case administration, client communications by phone and email, maintain records to compliance, and assist with suitability reports, AML checks and invoicing. This role offers hybrid working with 2 days in the office and generous benefits.