Pension Administrator

Brookson; Blantyre; Hybrid; GBP 23,000 - 28,000; Full time

Benefits offered by this job

Hybrid working

£25,000 salary

Monthly commission potential

5% pension contribution after 3 months

23 days leave + birthday off

Press Pause days

Free financial advice

Wellbeing benefits

Job summary

Brookson is hiring a Pension Administrator to deliver end-to-end pension case support and client care. The role involves handling client communications, maintaining records, and assisting with suitability reports under regulatory standards.

You will join a collaborative team in a hybrid setup with in-office days and flexible remote work, contributing to KPI targets while developing professionally in a trusted financial services brand.

Qualifications

• Experience in pensions or financial services is desirable but not essential.
• Strong communication and client-facing skills are required.
• Proven ability to manage workload and meet SLAs.

Responsibilities

• Provide end-to-end administrative support on client pension cases from start to finish.
• Support new and existing clients via phone and email with proactive, professional service.
• Maintain accurate client records and ensure documentation meets regulatory standards.
• Assist Advisors with suitability reports, reviews and wider pension administration.
• Perform checks such as AML, fee reconciliation and invoicing.
• Collaborate with the team to meet SLAs and contribute to process improvements.

Skills

Communication skills

Time management

Rapport building

Attention to detail

KPIs

MS Office

Team player

Pensions knowledge

Job description

If you're passionate about delivering a high-quality service and enjoy working in a fast-paced, customer-focused environment, we'd love to hear from you. Join our team where you'll support our Financial Advisors and play a key role in ensuring an excellent experience for our clients.

Established in 1995, Brookson has been supporting freelancers, contractors and self-employed professionals for 30 years. With our head office in Warrington and additional UK offices in London, Coventry and Bournemouth, we have grown into a trusted provider of accountancy, tax and financial services support.

Now part of the People2.0 group, we continue to innovate and expand, offering our employees a dynamic and rewarding place to build their careers.

Our Coventry office (CV5) is easily accessible by car and just an 8-minute walk from the nearest train station.

We offer hybrid working, with a minimum requirement of 2 days per week in the office and flexibility to work from home for the remaining days.

Internally, the job title for this role is Financial Services Administrator.

What will you be doing as a Pension Administrator?

• Providing end-to-end administrative support on client pension cases, from application through to completion
• Supporting new and existing clients via phone and email, delivering a proactive, professional and customer-focused service
• Managing and maintaining accurate client records, ensuring all documentation meets internal, regulatory and compliance standards
• Supporting Advisors with suitability reports, reviews and wider pension administration
• Carrying out checks such as Prevention of Money Laundering (PML), fee reconciliation and invoicing
• Working closely with the wider team to meet service level agreements (SLAs), support compliance requirements and contribute to team improvements

What qualities will help you thrive as a Pension Administrator?

• Strong communication skills, both written and verbal, with a friendly telephone manner
• Excellent time management skills and the ability to manage your own workload
• Confident building rapport with clients and working in a customer-facing role
• A strong attention to detail to ensure data accuracy and compliance
• Comfortable working towards KPIs and targets
• Proficiency in Microsoft Office
• A collaborative, team-focused approach
• Previous experience within pensions or financial services is desirable but not essential

In return for joining Brookson as a Pension Administrator

At Brookson, we want everyone to feel valued and supported. We offer a wide range of benefits alongside a strong commitment to colleague engagement, wellbeing and professional development. Benefits include:

• Salary of £25,000
• The potential to earn monthly commission
• Hybrid working
• 5% company pension contribution after 3 months
• 23 days' annual leave plus bank holidays and your birthday off each year
• 2 Press Pause days per year - dedicated time to focus on your wellbeing
• Free financial advice, including mortgages and savings
• Wellbeing benefits including discounted gym membership, direct GP access and an in-house Mental Health First Aid team