Pension Admin & Customer Service Specialist — Hybrid

Project People Limited; Carlisle; Hybrid; GBP 21,000 - 27,000; Full time

Job summary

Project People Limited in Carlisle is seeking a capable administrator to support pension product administration and customer service across the Financial Services division. You will process customer requests, maintain records, and ensure accuracy and compliance.

The role requires experience in customer service, strong attention to detail, and proficiency with Microsoft Office. You will liaise with advisers, banks and scheme members, handling queries professionally.

Qualifications

• Previous administration and/or customer service experience.
• Strong external telephone/customer service experience essential.
• Excellent attention to detail and accuracy.
• Strong organisational and communication skills.
• Ability to manage workload and meet deadlines.
• Good working knowledge of Microsoft Office applications.

Responsibilities

• Deliver excellent customer service to members, advisers and third parties.
• Process pension-related transactions accurately and within service standards.
• Maintain accurate records and update internal systems.
• Manage incoming correspondence, workflow queues and emails.
• Liaise with financial advisers, banks, financial institutions and pension scheme members.
• Ensure all work complies with legislation and company procedures.
• Maintain high accuracy and attention to detail.
• Identify and escalate issues, risks or errors.

Skills

Administration

Customer service

Phone handling

Attention to detail

Organisational skills

Communication skills

Workload management

MS Office

Tools

MS Office Suite

Job description

Project People Limited in Carlisle is seeking a capable administrator to support pension product administration and customer service across the Financial Services division. You will process customer requests, maintain records, and ensure accuracy and compliance.

The role requires experience in customer service, strong attention to detail, and proficiency with Microsoft Office. You will liaise with advisers, banks and scheme members, handling queries professionally.